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HomeMy WebLinkAboutTBID_2020-09-16_AmendedAgendaPacket PUBLIC NOTICE AMENDMENT TO THE ATASCADERO TBID BOARD MEETING AGENDA AND PACKET Wednesday, September 16, 2020, 2:30 P.M. The following item is hereby removed from Section B, Business Items: 2. Citywide Yard Sale Sponsorship • Recommendation: Discuss and provide staff direction on the Citywide Yard Sale sponsorship. [Parents for Joy] • Fiscal Impact [GL 2801]: $3,750. The following item is hereby added to Section B, Business Items: 2. Measure #D-20 Atascadero Sales Tax Measure • Recommendation: Discuss a potential motion that provides the official position of the TBID Board on Measure #D-20. [ATBID Board] • Fiscal Impact: None. ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT AMENDED AGENDA * COVID-19 NOTICE * Consistent with Executive Orders N-25-20 and No. N-29-20 from the Executive Department of the State of California and the San Luis Obispo County Health Official’s March 18, 2020 Shelter at Home Order, the Atascadero Tourism Business Improvement District Meeting will not be physically open to the public and Advisory Board Members will be teleconferencing into the meeting. HOW TO OBSERVE THE MEETING: To maximize public safety while still maintaining transparency and public access, the meeting will be available by visiting https://zoom.us/j/95530935043?pwd=MU1kZHJCQ0JnbWRpZUJKSXM3ckVXUT09. HOW TO SUBMIT PUBLIC COMMENT: Members of the public are highly encouraged to join the video conference to listen and provide public comment. AMERICAN DISABILITY ACT ACCOMMODATIONS: Any member of the public who needs accommodations should contact the City Clerk’s Office at cityclerk@atascadero.org or by calling 805-470-3400 at least 48 hours prior to the meeting or time when services are needed. The City will use their best efforts to provide reasonable accommodations to afford as much accessibility as possible while also maintaining public safety in accordance with the City procedure for resolving reasonable accommodation requests. Atascadero Tourism Business Improvement District Board Meeting agendas and minutes may be viewed on the City's website: www.atascadero.org. Copies of the staff reports or other documentation relating to each item of business referred to on the Agenda are on file in the office of the City Clerk and are available for public inspection on our website, www.atascadero.org. Contracts, Resolutions and Ordinances will be allocated a number once they are approved by the City Council. The Minutes of this meeting will reflect these numbers. All documents submitted by the public during Council meetings that are either read into the record or referred to in their statement will be noted in the Minutes and available for review by contacting the City Clerk's office. All documents will be available for public inspection during City Hall business hours once City Hall is open to the public following the termination of the Shelter at Home Order. ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT AMENDED AGENDA Wednesday, September 16, 2020 at 2:30 P.M. Video Conference: https://zoom.us/j/95530935043?pwd=MU1kZHJCQ0JnbWRpZUJKSXM3ckVXUT09 Atascadero City Hall - 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: ROLL CALL: Chairperson Tom O’Malley, Portola Inn Vice Chairperson Lucian Caprau, Best Western Plus Colony Inn Board Member Deana Alexander, The Carlton Hotel Board Member Patricia Harden, SpringHill Suites by Marriott Board Member Amar Sohi, Holiday Inn Express and Suites APPROVAL OF AGENDA: PUBLIC COMMENT: This portion of the meeting is reserved for persons wanting to address the Board on any matter not on this agenda and over which the Board has jurisdiction. Speakers are limited to three minutes. Please state your name for the record before making your presentation. The Board may take action to direct the staff to place a matter of business on a future agenda. A maximum of 30 minutes will be allowed for Public Comment, unless changed by the Board. A.CONSENT CALENDAR 1. ATBID Draft Action Minutes – August 19, 2020 •Recommendation: Approve the Draft Action Minutes of August 19, 2020. [Big Red Marketing] B.BUSINESS ITEMS 1.Atascadero Mural Project Sponsorship •Recommendation: Discuss and provide staff direction on the Atascadero Mural Project sponsorship. [SLO County Arts] •Fiscal Impact [GL 2502]: $10,000. 2.Measure #D-20 Atascadero Sales Tax Measure •Recommendation: Discuss a potential motion that provides the official position of the TBID Board on Measure #D-20. [ATBID Board] •Fiscal Impact: None. f 3. 2020 Colony Days Event Sponsorship •Recommendation: Decline sponsorship for the 2020 Colony Days event. [Atascadero Colony Days Committee] •Fiscal Impact [GL 2801]: $5,000. 4.Visit SLO CAL Spartan Race Co-op •Recommendation: Discuss and provide staff direction on the Visit SLO CAL Spartan Race Co-op. [Visit SLO CAL] •Fiscal Impact [GL 2502]: Up to $6,250. 5.Strategic Marketing Plan Update •Recommendation: Approve the Strategic Marketing Plan. [Verdin] •Fiscal Impact: None. 6. Monthly Marketing Statistics Summary •Recommendation: Receive and file Marketing Statistics Report. [Verdin] •Fiscal Impact: None. 7. Monthly Budget Report •Recommendation: Receive and file Budget Report. [Big Red Marketing] •Fiscal Impact: None. C. UPDATES 1.Visit SLO CAL TMD Update – Board Member Sohi 2.Visit SLO CAL Marketing Committee Update –City Manager’s Office 3.Visit SLO CAL PR Task Force - Verdin 4.Destination Management Update – Big Red Marketing 5. City Business Update – City Manager’s Office D. BOARD MEMBER COMMENTS E.FUTURE AGENDA ITEMS 1.Citywide Yard Sale 2.Garagiste Event Sponsorship 3.Revised Event Tiers 4.Wine Speak Update 5.AdHoc Committee Update 6.Short-term Rental Update 7.Visitatascadero.com COVID Banner F. 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. ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT DRAFT ACTION MINUTES Wednesday, August 19, 2020 at 2:30 P.M. Video Conference: https://zoom.us/j/95697318796 Atascadero City Hall - 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: Chairperson O’Malley called the meeting to order at 2:32 p.m. ROLL CALL: Present: Chairperson O’Malley, Board Member Alexander, Board Member Sohi Vacant: None. Absent: Vice Chairperson Caprau, Board Member Harden Staff Present: Destination Management Consultant Hanna Meisinger, Destination Management Consultant Amanda Diefenderfer, Marketing Consultant Ashlee Akers and Deputy City Manager/Outreach Promotions Terrie Banish. APPROVAL OF AGENDA: MOTION: By Chairperson O’Malley and seconded by Board Member Alexander to approve the agenda. Motion passed 3:0 by a roll call vote. PUBLIC COMMENT: None. A.CONSENT CALENDAR 1.ATBID Draft Action Minutes – June 17, 2020 •Recommendation: Approve the Draft Action Minutes of June 17, 2020. [Big Red Marketing] MOTION: By Board Member Sohi and seconded by Board Member Alexander to approve the consent calendar. Motion passed 3:0 by a roll call vote. B.BUSINESS ITEMS 1.Event Cancellation Protocols •Recommendation: Approve protocol for event cancellations. [Big Red Marketing] A-1ITEM NUMBER: DATE: 09/16/2020 Page 4 of 40 •Fiscal Impact: None. Destination Management Consultant Hanna Meisinger presented the draft protocol as it addresses ATBID sponsored events that have needed to cancel. She then answered questions from the Board. The Board requested that the final version of the protocol be reviewed by City legal staff. The Board recommended that the language is changed in the closing note from “protocol” to “Event Sponsorship Cancellation Protocol.” PUBLIC COMMENT: None. MOTION: By Board Member Sohi and seconded by Board Member Alexander to approve protocol for event cancellations as revised to include full title of protocol referenced. Motion passed 3:0 by a roll call vote. 2.Marketing Strategic Planning Discussion •Recommendation: Discuss and provide staff direction on 2020/21 Marketing efforts. [Verdin] •Fiscal Impact: None. Marketing Consultant Ashlee Akers presented the ATBID Year in Review (Exhibit A) to the board and provided an update on 2019/2020 fiscal year marketing results. Akers also presented the two recommended Fall 2020 marketing campaign concepts and answered questions from the Board. Staff recommended the questions intended for Board Members be emailed to the Board Members after the meeting. PUBLIC COMMENT: None. The Marketing Strategic Planning Discussion was received and filed by the Board. 3.Visit SLO CAL TMD Baseline Report •Recommendation: Approve $1,000 pass-through rate for the Visit SLO CAL TMD Baseline Report. [Big Red Marketing] •Fiscal Impact [GL: 2502]: $1,000. Destination Management Consultant Hanna Meisinger presented information about the contents of the report and the cost to secure Atascadero-specific information. Meisinger answered questions from the Board. PUBLIC COMMENT: None. MOTION: By Chairperson O’Malley and seconded by Board Member Alexander to approve the $1,000 pass-through rate for the Visit SLO CAL TMD Baseline Report. Motion passed 3:0 by a roll call vote. A-1ITEM NUMBER: DATE: 09/16/2020 Page 5 of 40 4.Budget AdHoc Committee Update •Recommendation: Receive and File Budget AdHoc Committee Update. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant updated that there was a July meeting with Board Member Harden and Chairperson O’Malley. The primary topics of conversation will be covered in the following budget-related items. The Board requested this business item be skipped to allow more time for other business items requiring votes. PUBLIC COMMENT: None. The Budget AdHoc Committee Update was cancelled by the Board. 5.Draft 2020/21 Visit Atascadero Budget •Recommendation: Discuss and provide staff direction on the 2020/21 expenditure budget for Visit Atascadero. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant Hanna Meisinger presented the adjustments to the previously approved budget and the efforts to support recovery marketing while working to reduce costs where possible in considerations of lower revenue due to reduced visitation as connected with the COVID-19 pandemic. Chairperson O’Malley appointed an AdHoc Committee consisting of himself and Board Member Sohi to review existing contracts and budget items for future consideration. PUBLIC COMMENT: None. MOTION: By Chairperson O’Malley and seconded by Board Member Alexander to approve the 2020/21 expenditure report for Visit Atascadero. Motion passed 3:0 by a roll call vote. 6.Monthly Marketing Statistics Summary •Recommendation: Receive and file Marketing Statistics Report. [Verdin] •Fiscal Impact: None. This business item was tabled until the September Board Meeting due to time constraints. PUBLIC COMMENT: None. The Monthly Marketing Statistics Summary was tabled by the Board. 7.Monthly Budget Report •Recommendation: Receive and file Budget Report. [Big Red Marketing] •Fiscal Impact: None. This business item was tabled until the September Board Meeting due to time constraints. A-1ITEM NUMBER: DATE: 09/16/2020 Page 6 of 40 PUBLIC COMMENT: None. The Monthly Budget Report was tabled by the Board. C. UPDATES 1.Visit SLO CAL TMD Update – Board Member Sohi – Board Member Sohi updated the Board on the efforts from Visit SLO Cal and their efforts to keep tourism needs in front of politicians as they make decisions. 2.Visit SLO CAL Marketing Committee Update – City Manager’s Office – This update was tabled until the September Board Meeting due to time constraints. 3.Visit SLO CAL PR Task Force – Verdin – This update was tabled until the September Board Meeting due to time constraints. 1.Destination Management Update – Big Red Marketing – This update was tabled until the September Board Meeting due to time constraints. 2.City Business Update – City Manager’s Office – Deputy City Manager Terrie Banish updated the Board on the approval of the downtown enhancement project, outdoor eating options for the restaurants, and efforts to host City events and the Zoo. D. BOARD MEMBER COMMENTS E. ADJOURNMENT Chairperson O’Malley adjourned the meeting at 4:47 p.m. _______________________________________________ Hanna Meisinger, Destination Management Coordinator Exhibit A – ATBID Year in Review APPROVED: A-1ITEM NUMBER: DATE: 09/16/2020 Page 7 of 40 ITEM NUMBER: B-1 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Atascadero Mural Project Sponsorship RECOMMENDATION: Discuss and provide staff direction on the Atascadero Mural Project sponsorship. DISCUSSION: SLO County Arts is implementing the Equality Mural Art Project in Atascadero, a public arts project dedicated to adding 10 murals in downtown Atascadero depicting equality in many different aspects. The goal of this project is to initiate positive identity connotations and represent aspects of equality in the community while beautifying commercial spaces and bringing visitors and locals to the area. The Equality Mural Art Project is hoping to increase tourism and sense of place as the downtown area continues to grow. To help kickstart the mural project, they are looking for a sponsor to cover the cost of the first two murals at $5,000 to each artist. FISCAL IMPACT (GL 2502): $10,000. ATTACHMENTS: 1.Atascadero Mural Project Page 8 of 40 To: Atascadero Tourism Improvement District 6500 Palma Ave, Atascadero, CA 93422 The Big Idea | ​The Equality Mural Art Project is a public art project dedicated to adding 10 murals to Downtown Atascadero depicting different aspects of Equality. This mural project is intended to initiate positive identity connotations and represent aspects of equality. Our team sees public art providing multiple benefits to Downtown Atascadero including: beautification of commercial spaces, attracting visitors and locals to recreate and spend money, and creating an iconic space that increases tourism and a sense of place. Why | ​Atascadero, California, originally founded as an agrarian, utopian colony for the American Women’s Republic, granted women the right to buy and hold land without permission from a man. Granting this right ​seven years​ before women had the right to vote is a testament to the founder’s commitment to women’s equality. On June 4, 1919, Congress passed the 19th amendment granting women the right to vote and then ratified it on August 18, 1920. One hundred years later, as 2020 commences, there is a renewed sense of recognition for contributions made by women and a renewed call for equality for everyone --of every race, gender, sexual orientation--in all aspects of culture. Atascadero as a town is in the midst of community renewal among small business owners and community involvement. The downtown streets have witnessed a rise in business growth and community support among such small, locally owned businesses. The local businesses and City of Atascadero draw together the surrounding community for weekend and evening events. How | ​That’s where you come in. Help fuel OUR community. Specifically, we are seeking: ●Monetary Sponsorship to aid in the marketability of downtown Atascadero. Contact |​ Send us a direct email and let’s connect: ​equalitymuralproject@gmail.com SLO County Arts has generously agreed to be our nonprofit fiscal sponsor and wholeheartedly believes in increasing public access to the arts. SLO County Arts is a 501c3 non-profit and donations are tax-deductible. The IRS tax ID # is 95-3738562. www.equalitymuralproject.com B-1ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 9 of 40 ITEM NUMBER: B-2 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Measure #D-20 Atascadero Sales Tax Measure RECOMMENDATION: Discuss a potential motion that provides the official position of the ATBID Board on Measure #D-20. DISCUSSION: The City of Atascadero seeks to maintain essential services. At the May 26, 2020 City Council Meeting, the Council directed staff to prepare the necessary legislation to place a one-percent local sales tax override measure on the November 2020 ballot. At the July 14, 2020 City Council Meeting, the Council voted to place the measure on the ballot. The ballot measure reads as follows: Measure #D-20 To provide funding for fire protection, paramedics, and 911 emergency response, police, crime prevention and investigations, maintenance of parks, public facilities and infrastructure, graffiti removal, and recreation, community services, and other general city services in the City of Atascadero, shall an ordinance establishing a one-percent sales tax be adopted, providing approximately 4.5 million dollars annually for city services until ended by voters, with annual independent audits ensuring money is spent properly, and all money locally controlled? The Atascadero TBID Board may choose to take a formal position on Measure #D-20. For further information and detail of the City Council meetings related to the 2020 Sales Tax Measure #D-10, including archived Counsil meeting videos, staff reports, PowerPoint presentations, Resolutions and other related documents, please visit the City’s website, www.atascadero.org, under Latest News, Sales Tax Measure #D-10 FAQ’s. FISCAL IMPACT: None. Page 10 of 40 ITEM NUMBER: B-2 DATE: 09/16/2020 ATTACHMENTS: 1.Ordinance No. 638 Page 11 of 40 STATE OF CALIFORNIA ) COUNTY OF SAN LUIS OBISPO ) ss CITY OF ATASCADERO ) I, LARA K. CHRISTENSEN, City Clerk of the City of Atascadero, DO HEREBY CERTIFY that Ordinance No. 638 was duly introduced at a regular meeting held July 14, 2020 and adopted at a regular meeting of the City Council held on the 11th day of August 2020 by the following roll call vote, to wit: A YES: Council Members Bourbeau, Fonzi, Funk, Newsom and Mayor Moreno NOES: None ABSENT: None ...... I hereby certify that the foregoing is the original of Ordinance No. 638 duly passed and adopted by the Atascadero City Council at their regular meeting held on August 11, 2020 and that summaries of the Ordinance were pu blished on July 30, 2020 and August 13, 2020 in the Atascadero News newspaper. B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 12 of 40 ORDINANCE NO. 638 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ATASCADERO, CALIFORNIA, AMENDING TITLE 3 OF THE ATASCADERO MUNICIPAL CODE TO ADD A NEW CHAPTER 18 "ESSENTIAL SERVICES TRANSACTIONS AND USE TAX" TO BE ADMINISTERED BY THE CALIFORNIA DEPARTMENT OF T AX AND ADMINISTRATION, SUBJECT TO ADOPTION BY THE ELECTORATE WHEREAS, pursuant to California Revenue & Taxation Code Sections 7251 et seq. and 7285.9, the City of Atascadero ("City") is authorized to levy a Transactions and Use Tax for general purposes, subject to voter approval and WHEREAS, the City proposes to levy a Transactions and Use Tax for general purposes to fund maintain and enhance important City services, with the rate set at one cent; and WHEREAS, the City is fiscally challenged and while it does well with the funding that it has, general fund revenue growth has not kept pace with the increasing costs of providing services to a growing population; and WHEREAS, the City seeks to maintain essential services and is coming to a crossroads where it cannot sustain the services it provides with the projected available resources; and WHEREAS, one of the two fire stations protecting lives and property within the City's approximately 26 square miles was built in 1951 and has critical safety deficits requiring replacement; and WHEREAS, the City, has approximately half the national average of police officers per capita for a City its size, is amongst the lowest paying City employer in the County for most positions, and has deteriorating infrastructure including fire stations, parks, roads, zoo facilities and other buildings; and WHEREAS, Atascadero receives the lowest revenue per capita in Sales Tax, in Property Tax and in General Fund revenues among all San Luis Obispo County cities and money from a local, voter-approved funding measure is needed at the local level to address the community's local needs; and WHEREAS, the proceeds from such transactions and use tax could not be taken by the State and would remain local, to be spent in the City of Atascadero for servic-� su h as po,lice, fire. paramedic. parks, recreation, public facilities. infrastructure and other ser .J:es; and WHEREAS, all City revenues are subject to annual independent audits =�th public rev�w of the City's budget being widely available. including at City Hall, and orrline; aird ..:. � " ":",... � � ,........ . -WHEREAS, under applicable law, to enact a transactions and use tax, the !;i�Council of the City of Atascadero must approve the Essential Services Transactions and Use Tax Ordinance and the voters of the City of Atascadero must also adopt it upon majority vote at an election. B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 13 of 40 City of Atascadero Ordinance No. 638 Page 2 of 2 . NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ATASCADERO HEREBY ORDAINS AS FOLLOWS: SECTION 1. Title and Text. This Ordinance shall be known as the Essential Services Transactions and Use Tax Ordinance. the full text of which is set forth in Attachment ··A:' attached hereto and incorporated herein by reference. SECTION 2. Approval by City Council. Pursuant to California Revenue Taxation Code Section 7285.9. this Ordinance was duly introduced on July 14. 2020 and approved upon second reading for placement on the ballot by a two-thirds (2/3) supermajority of all members of the City Council on August 11. 2020. SECTION 3. Approval by the Voters. Pursuant to California Elections Code Section 9217, this Ordinance shall be deemed adopted and take effect only if approved by a majority of the eligible voters of the City of Atascadero voting at the Regular Election on November 3. 2020. and shall be deemed adopted and take effect ten ( 10) days after the City Council has certified the results of that election by resolution. SECTION 4. Operative Date. ··Operative Date .. for the Essential Services Transactions and Use Tax means the first day of the first calendar quarter commencing more than one hundred ten ( 110) days after the effective date of this Ordinance, as set forth in Section 3. above. SECTION 5. SeverabilitY. If any provision of this Ordinance or the application thereof to any person or circumstance is held invalid, the remainder of the Ordinance and the application of such provision to other persons or circumstances shall not be affected thereby. SECTION 6. Summary. The title and a summary of the Ordinance. along with the names of the City Council members voting for and against the Ordinance. shall be published twice in a newspaper of general circulation in the City of Atascadero. SECTION 7. Publication. The City Clerk shall certify to the adoption of this Ordinance no later than fifteen ( 15) days following the passage of this Ordinance. and shall cause this Ordinance to be published by title and summary. PASSED A D ADOPTED by the City Council of the City of Atascadero, California, held on the 11 day of August 2020. by a vote of at least two-thirds of the City Council. CITY OF ATASCADERO H:illo�� AA�FOR),1: Brian A. Picnl.. l t, \ttorney B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 14 of 40 ATTACHMENT A CHAPTER 3-18 ESSENTIAL SERVICES TRANSACTIONS AND USE TAX Sections: 3-18.010 3-18.020 3-18.030 3-18.040 3-18.050 3-18.060 3-18.070 3-18.080 3-18.090 3-18.100 3-18.110 3-18.120 3-18.130 3-18.140 3-18.150 3-18.140 3-18.170 3-18.010 Title. Operative Date. Purpose. Contract with State. Transaction Tax Rate. Place of Sale. Use Tax Rate. Adoption of Provisions of State Law. Limitations on Adoption of State Law and Collection of Use Taxes. Permit Not Required. Exemptions and Exclusions. Amendments. Enjoining Collection Forbidden. Severability. Effective Date. Termination and Repeal. Independent Annual Financial Audit. Title. This chapter is designated and shall be known as the Atascadero Essential Services Transactions and Use Tax Ordinance. The city of Atascadero hereinafter shall be called "City." This ordinance shall be applicable in the incorporated territory of the City. 3-18.020 Operative Date. "Operative Date" means the first day of the first calendar quarter commencing more than I I 0 days after the adoption of this chapter, the date of such adoption being as set forth below. 3-18.030 Purpose. This chapter is intended to achieve the following, among other purposes, and shall be interpreted liberally in order to accomplish all of its lawful purposes: A.To impose a retail transactions and use tax to be applied throughout the entire territory of the City to the fullest extent permitted by law and in accordance with the provisions of Part 1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation Code and Section 7285.9 of Part I. 7 of Division 2. B.To adopt a retail transactions and use tax ordinance that incorporates prov1s1ons identical to those of the Sales and Use Tax Law of the State of California insofar as those provisions are not inconsistent with the requirements and limitations contained in Part 1.6 of Division 2 of the Revenue and Taxation Code. Essential Services Transactions and Use Tax Page I B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 15 of 40 C.To adopt a retail transactions and use tax ordinance that imposes a tax and provides a measure that can be administered and collected by the California Department of Tax and Fee Administration in a manner that adapts itself as fully as practicable to. and requires the least possible deviation from. the existing statutOI) and administrati,e procedures followed by the California Department of Tax and Fee Administration in administering and collecting the California State Sales and Use Taxes. D.To adopt a retail transactions and use tax ordinance that can be administered in a manner that,, ill be. to the greatest degree possible. consistent with the provisions of Pa,1 1.6 of Division 2 of the Revenue and Taxation Code. minimize the cost of collecting the transactions and use taxes. and at the same time, minimize the burden of record keeping upon persons subject to taxation under the provisions of this chapter. E.To provide transaction and use tax revenue for unrestricted general revenue purposes, and not for specific purposes. All of the proceeds from the tax imposed by this chapter shall be placed in the City"s general fund and be available for an) legal municipal purposes. 3-18.040 Contract with State. Prior to the operative date, the City shall contract with the California Department of Tax and Fee Administration to perform all functions incident to the administration and operation of this chapter: provided that. if the City shall not have contracted with the California Department of Tax and Fee Administration prior to the operative date, it shall nevertheless so contract and in such a case the operative date shall be the first day of the first calendar quarter folio,, ing the execution of such a contract. 3-18.050 Transaction tax rate. For the privilege of selling tangible personal prope11y at retail, a tax is imposed upon all retailers in the incorporated territory of the City at the rate of I% of the gross receipts of any retailer from the sale of all tangible personal property sold at retail in said territol') on and after the operative date. 3-18.060 Place of sale. For the purposes of this chapter. all retail sales are consummated at the place of business of the retailer unless the tangible personal property sold is delivered by the retailer or his agent to an out-of-state destination or to a common carrier for delivery to an out-of-state destination. The gross receipts from such sales shall include delivery charges. ,,hen such charges are subject to the state sales and use tax, regardless of the place to which delivery is made. In the event a retailer has no permanent place of business in the State or has more than one place of business, the place or places at which the retail sales are consummated shall be determined under rules and regulations to be prescribed and adopted by the California Department of Tax and Fee Administration. 3-18.070 Use tax rate. An excise tax is hereby imposed on the storage, use or other consumption in the City of tangible personal property purchased from any retailer on and after the operative date for storage. use or other consumption in the territory of the City at the rate of I% of the sales price of the property. The sales price shall include delivery charges when such charges are subject to state sales or use tax regardless of the place to which delivery is made. 3-18.080 Adoption of provision of State law. Essential Sen ices fransactions and Use fa:\ Page 2 B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 16 of 40 Except as otherwise provided in this chapter and except insofar as they are inconsistent with the provisions of Part 1.6 of Division 2 of the Revenue and Taxation Code, all of the provisions of Part I ( commencing with Section 600 I) of Division 2 of the Revenue and Taxation Code are hereby adopted and made a part of this chapter as though fully set forth herein. 3-18.090 Limitations on adoption of State law and collection of use taxes. In adopting the provisions of Part I of Division 2 of the Revenue and Taxation Code: A.Wherever the State of California is named or referred to as the taxing agency, the name of the City of Atascadero shall be substituted. However, the substitution shall not be made when: I.The word "State" is used as a part of the title of the State Controller, State Treasurer, State Treasury, or the Constitution of the State of California; 2.The result of that substitution would require action to be taken by or against this City or any agency, officer, or employee thereof rather than by or against the California Department of Tax and Fee Administration, in performing the functions incident to the administration or operation of this chapter; 3.In those sections, including, but not necessarily limited to sections referring to the exterior boundaries of the State of California, where the result of the substitution would be to: a.Provide an exemption from the taxes of this chapter with respect to certain sales. storage, use or other consumption of tangible personal property which would not otherwise be exempt from this tax while such sales, storage, use or other consumption remain subject to tax by the State under the provisions of Part I of Division 2 of the Revenue and Taxation Code, or; b.Impose this tax with respect to certain sales, storage, use or other consumption of tangible personal property, which would not be subject to tax by the State under the said provision of that code. 4.In Sections 6701, 6702 (except in the last sentence thereof). 6711, 6715, 6737. 6797 or 6828 of the Revenue and Taxation Code. B.The word "City" shall be substituted for the word "State" in the phrase "retailer engaged in business in this State" in Section 6203 and in the definition of that phrase in Section 6203. I.··A retailer engaged in business in the District" shall also include any retailer that, in the preceding calendar year or the current calendar year, has total combined sales of tangible personal property in this state or for delivery in the State by the retailer and all persons related to the retailer that exceeds five hundred thousand dollars ($500,000). For purposes of this section, a person is related to another person if both persons are related to each other pursuant to Section 267(b) of Title 26 of the United States Code and the regulations thereunder. 3-18.100 Permit not required. If a seller's permit has been issued to a retailer under Section 6067 of the Revenue and Taxation Code, an additional transactor's permit shall not be required by this chapter. 3-18.110 Exemptions and exclusions. A.There shall be excluded from the measure of the transactions tax and the use tax the Essential Sen ice� Transactions and u�.:: Ta:-­ Page 3 B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 17 of 40 amount of any sales tax or use tax imposed by the State of California or by any city, city and county, or county pursuant to the Bradley-Burns Uniform Local Sales and Use Tax Law or the amount of any state­ administered transactions or use tax. B.There are exempted from the computation of the amount of transactions tax the grossreceipts from: I.Sales of tangible personal prope1ty. other than fuel or petroleum products, to operators of aircraft to be used or consumed principally outside the county in which the sale is made and directly and exclusively in the use of such aircraft as common carriers of persons or property under the authority of the laws of this State. the United States. or any foreign government. 2.Sales of property to be used outside the City which is shipped to a point outside the City. pursuant to the contract of sale. by delivery to such point by the retailer or his agent. or by delivery by the retailer to a carrier for shipment to a consignee at such point. For the purposes of this paragraph, delivery to a point outside the City shall be satisfied: a.With respect to vehicles (other than commercial vehicles) subject to registration pursuant to Chapter I (commencing with Section 4000) of Division 3 of the Vehicle Code, aircraft licensed in compliance with Section 21411 of the Public Utilities Code. and undocumented vessels registered under Division 3.5 (commencing with Section 9840) of the Vehicle Code by registration to an out-of-City address and by a declaration under penalty of perjury, signed by the buyer. stating that such address is. in fact. his or her principal place of residence; and b.With respect to commercial vehicles. by registration to a place of business out-of-City and declaration under penalty of perjury. signed by the buyer, that the vehicle will be operated from that address. 3.The sale of tangible personal property if the seller is obligated to furnish the property for a fixed price pursuant to a contract entered into prior to the operative date of this ordinance. 4. A lease of tangible personal property ,� hich is a continuing sale of such property , for any period of time for which the lessor is obligated to lease the property for an amount fixed by the lease prior to the operative date of this chapter. 5.For the purposes of subparagraphs (3) and (4) of this section, the sale or lease of tangible personal prope1ty shall be deemed not to be obligated pursuant to a contract or lease for any period of time for "hich an) part) to the contract or lease has the unconditional right to terminate the contract or lease upon notice, whether or not such right is exercised. C.There are exempted from the use tax imposed by this ordinance, the storage, use or ·other consumption in this City of tangible personal property: I.The gross receipts from the sale of which have been subject to a transactions tax under any state-administered transactions and use tax ordinance. 2.Other than fuel or petroleum products purchased by operators of aircraft and u ed or consumed by such operators directly and exclusively in the use of such aircraft as common carriers of persons or property for hire or compensation under a certificate of public convenience and necessity issued pursuant to the laws of this State. the United States, or any foreign government. This exemption is in addition to the exemptions provided in Sections 6366 and 6366.1 of the Revenue and Taxation Code of the State of California. Essential Ser,iccs rransactions and L'se Ta, Page 4 B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 18 of 40 3.If the purchaser is obligated to purchase the property for a fixed price pursuant to a contract entered into prior to the operative date of this ordinance. 4.If the possession of, or the exercise of any right or power over, the tangible personal property arises under a lease which is a continuing purchase of such property for any period of time for which the lessee is obligated to lease the property for an amount fixed by a lease prior to the operative date. 5.For the purposes of subparagraphs (3) and ( 4) of this section, storage, use, or other consumption, or possession of, or exercise of any right or power over, tangible personal property shall be deemed not to be obligated pursuant to a contract or lease for any period of time for which any pa1ty to the contract or lease has the unconditional right to terminate the contract or lease upon notice. whether or not such right is exercised. 6.Except as provided in subparagraph (7), a retailer engaged in business in the City shall not be required to collect use tax from the purchaser of tangible personal property, unless the retailer ships or delivers the property into the City or participates within the City in making the sale of the property, including, but not limited to, soliciting or receiving the order, either directly or indirectly, at a place of business of the retailer in the City or through any representative, agent, canvasser, solicitor, subsidiary , or person in the City under the authority of the retailer. 7."A retailer engaged in business in the City" shall also include any retailer of any of the following: vehicles subject to registration pursuant to Chapter I (commencing with Section 4000) of Division 3 of the Vehicle Code, aircraft licensed in compliance with Section 21411 of the Public Utilities Code, or undocumented vessels registered under Division 3.5 (commencing with Section 9840) of the Vehicle Code. That retailer shall be required to collect use tax from any purchaser who registers or licenses the vehicle, vessel, or aircraft at an address in the City. D.Any person subject to use tax under this ordinance may credit against that tax any transactions tax or reimbursement for transactions tax paid to a district imposing, or retailer liable for a transactions tax pursuant to Part 1.6 of Division 2 of the Revenue and Taxation Code with respect to the sale to the person of the property the storage, use or other consumption of which is subject to the use tax. 3-18.120 Amendments. All amendments subsequent to the effective date of this chapter to Part I of Division 2 of the Revenue and Taxation Code relating to sales and use taxes and which are not inconsistent with Part 1.6 and Part I. 7 of Division 2 of the Revenue and Taxation Code. and all amendments to Part 1 .6 and Part I. 7 of Division 2 of the Revenue and Taxation Code, shall automatically become a part of this chapter, provided however, that no such amendment shall operate so as to affect the rate of tax imposed by this chapter. The City Council may amend this chapter to comply with applicable law or as may be otherwise necessary in order to further the chapter's stated purposes. However, as required by Article XIII C of the California Constitution, voter approval is required for any amendment that would increase the rate of any tax levied pursuant to this Chapter. The people of the City of Atascadero affirm that the following actions shall not constitute an increase of the rate of a tax: A.The restoration of the rate of the tax to a rate that is no higher than that set by this Chapter, if the City Council has acted to reduce the rate of the tax; Es�.:ntial S<!n,ic.:s Tran�ac:tions and u�.: Ta>. Page 5 B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 19 of 40 B.An action that interprets or clarifies the methodology of the tax, or any definition applicable to the tax. so long as interpretation or clarification ( even if contrary to some prior interpretation or clarification) is not inconsistent with the language of this Chapter; or C.The collection of the tax imposed by this Chapter even if the City had, for some period of time, failed to collect the tax. 3-18.130 Enjoining collection forbidden. No injunction or writ of mandate or other legal or equitable process shall issue in any suit, action or proceeding in any court against the State or the City, or against any officer of the State or the City, to prevent or enjoin the collection under this chapter, or Part 1.6 of Division 2 of the Revenue and Taxation Code, of any tax or any amount of tax required to be collected. 3-18.140 Severability. If any provision of this chapter or its application to any person or circumstance is determined by a court of competent jurisdiction to be unlawful, unenforceable or otherwise void, that determination shall not effect on any other provision of this chapter or the application of this chapter to any other person or circumstance and. to that end, the provisions hereof are severable. 3-18.150 Effective date. This chapter relates to the levying and collecting of the City transactions and use taxes and shall take effect IO days after the election results are declared by the City Council (CA Elections Code §9217). The operative date (Section 2) will be the first day of the first calendar quarter commencing more than 110 days after the adoption of this ordinance, which will be April I, 2021. 3-18.160 Termination and repeal. The authority to levy a retail transaction and use tax shall be in effect until and unless repealed by the voters of the City in the manner provided by law. 3-18.170 Independent annual financial audit. The revenue and expenditures of this new transactions and use tax shall be included in the annual audit of the City· s financial operations by an independent certified pub! ic accountant. Essential Services Transactions and Use Tax Page 6 B-2ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 20 of 40 ITEM NUMBER: B-3 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report 2020 Colony Days Event Sponsorship RECOMMENDATION: Decline sponsorship for the 2020 Colony Days event. DISCUSSION: The Atascadero Colony Days Committee hosts a two-day celebration of the community Atascadero. Included in these combined events are evening concerts, a historical re- creation of Tent City, and parades. Due to the COVID-19 pandemic, some modifications have been made to the events; however, they are still anticipated to take place. The Atascadero Colony Days Committee will present on the changes to the events and anticipated attendance. The Atascadero Colony Days Committee has requested financial support of $5,000. FISCAL IMPACT (GL 2801): $5,000. ATTACHMENTS: 1. 2020 Atascadero Colony Days Events Support Application Form Page 21 of 40 ,,as,,. CALl>'OJlNIA Event Support Application Form Requesting Organizatlon ;_;k-fljsc:9,L,.., (.pi?') D¥ � Contact../5z ,Y, IV\&mn te < Phone Number : {f?o.5) f .S 1-S // 3 Email: Th ro@c.o '""1 ¼11'"' � City, State, Zip: �St 4-.1--a 1 Mailing Address: fo Bid' I 'i !3 C4 Name of Event : Co I "11 D¥/ ¼L -1-u� A.t k 'D� Event Description: 2, J.""'j c.e .u, b r,,hirn (t £ -+-Iv.-t.Dmtn,.,,__-& et A--ks� -i,bo. Fi :.i "1 C£nw .d..,,.,..,,,., I ""'cf& C. 112 !L d-cn --KL , i.--t.� <-<-a b,� ...J-4 I-+ -'s -kri� 1 ""'-t -< . ,S,, b,. J..'1 t' ..... 11 d,Y:7 ac.-,b ...k., MG kJe Event Oates/Times : Du ?: · IP -q e ?, 0 c.A-.'? Event Website: Lu ..v c,..,, Co I '="=( � �..t , a-za­ Total Anticipated Attendees: 5C>b Portion From Outside SLO County: __ % Is this the first year the event will take place? a Yes BNo If this event has taken place previously. please provide historical data including attendance numbers: D v c..--Zcoo b, � +m r0 .J,4 a 1-k, 1 Co��(� a�G¾�p;� :,� a t t)!::-tk e; =-:=zo _ ; LL Slo roo.-r:f:<.cJ0:9 /)a.s t:nc.rrs,,,_J ,On 't'.hl oas+ 1-<.w '1l41s­l 2 B-3ITEM NUMBER: DATE: ATTACHMENT: 09/16/2020 1 Page 22 of 40 How will the event be advertised? What resources will be used to ad'vertis,,? What geographic locations will be targeted? ftl(...(..l,.,.,,fc.. -e><� kl'16bbl4!-0l • fµ4!.ook my/�j 01.<.ts·, 4 s l..C) C •:rrx1-z! } -@»o I I i(,le,,..,_ C.p,..,.J�) S...J.-. P-:,,..,,b>wt. �, v......,� l...Qm,�. v, s: � 5LD r <1. L. //t .. , f A: J-iLl.. u,, ,L..,,...-, > LD,, I Iv;, l:d 01� le,,. I f.A.� , � t.,d:; I Crowd Control Safety Pla n: 'Y\,:lk, � • _Avi,·1e. 'lrafh·e, .S"-h.'fj IA..;(/ mtui4J.t ,,_1/ ml::h Cd7'a h, , UI. s, w,t:!t 1 e--t1 mA c.,,.·1, J.<. d,o.,,.L±4 SJ., .. le) -e..,..J- Will the event require an ABC Permit? □ Yes l!;I: No Has a City permit been Issued for your event or contracted the venue for your event date? Cf Yes □ No Support Requested (desired monetary amount or in-kind mar1<eling support): ___ 1f 5, ObD - Describe how lhe event $Upport5 Visit Atascadero•s mission and goals.B ,-;.... J ;..__b \ri $, 1:PlS ±P (h,LV-'-Pm·� -fu,--q showc,._v_ o� -i-1-L Ii'� (a A:fnsc.."--.L.':½'.O. a ii w k.o « t:K"-¢ 7 frPmb±cij o)q,· I Del/ I bus ,�s.N tl-1'\, ,b. °"cl Ml 0 :7 ::a' J.,,;. C C What opportunities do you plan to offer that specifically promote lodging in Atascadero? 1?ac..kc, it- 3 B-3ITEM NUMBER: DATE: ATTACHMENT: 09/16/2020 1 Page 23 of 40 I ocs.1 Additional 0..tails : Rylt!f and Regu lations for Event Coordinators •Event ooordinators will be held accountable for promoting and advertising the event.induding, bul not limited to, listing the event on lhe V isit SLO CAL website(www.s locaJ.com) w ith in 30 days of Board approval for funding. •Event coord inators will also be hel d responsible for ensuring the Visi t Atascadero logo and brand ing is used approprlatety on any event materials. This includesensuring the Visit Atascade.-o logo is v isible on event website and marketingcollateral within 30 days of Board approval for fund ing. •Event coordinators should ensure every effort is made to promote the entireAtascadero destination. On the event website. event coord inators shou ld only link tothe Vis i t Atascadero lodging page (www.yjsilalascadero.comnooq inql and a lwayspay careful attention lo never promote specific lodging properties unless individualagreements wilt, those properties have been arranged outside of ATBIO activity. •Event ooordinators shou l d plan to attend an ATBID Board Meeting following theevent to prov i de a recap presentation wh ich incl udes attendee numbe.-s, overn ightstays, event perception and any other perti nent infonnation for the Board. •Vis i t Atascadero must be offered l ogo promotion oppo<1un i ty (ex. Visit Atascadero logo included on event market ing materia ls like glassware) if event suppo<1 from theATBID Board totals more than $10,000. ***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 4 B-3ITEM NUMBER: DATE: ATTACHMENT: 09/16/2020 1 Page 24 of 40 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. Should the event not take place as presented and scheduled, event coordinators are required to reimburse the A TBID for sponsorship support. Applicant Slgnatur�ft<f:::i J'YJ� Date 1j�/20 In case of questions or the need for clarification, please contact DestinationManagement Consultant, Angelica Ottman at aott@bigredmktg.com. 5 B-3ITEM NUMBER: DATE: ATTACHMENT: 09/16/2020 1 Page 25 of 40 ITEM NUMBER: B-4 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Visit SLO CAL Spartan Race Co-op RECOMMENDATION: Discuss and provide staff direction on the Visit SLO CAL Spartan Race Co-op. DISCUSSION: Spartan is looking to see if there is an interest in Visit SLO CAL to upgrade their involvement in the March 2021 event to participate for an additional $25,000 at the National Series level. The total needed is $25,000. The amount being asked by each community will be dependent on how many sign on. If five communities sign on, then it would be $5,000 each; however, if only one signs on it would be the total of $25,000. At this point it is hard to say how much it will be as we still need to schedule a larger conversation with interested parties, so far including Atascadero, there are about three to four interested communities. Visit SLO CAL is requesting that the ATBID Board approve up to $6,250 in participation. There is also an option to approve a lower $5,000 sponsorship. The deadline is October 1st. FISCAL IMPACT (GL 2502): Up to $6,250. ATTACHMENTS: 1.Spartan Race Series Comparison Page 21 of 35 Page 26 of 40 US NATIONAL SERIES VS REGULAR SEASON US NATIONAL SERIES Digital Exposure 4.5M Media Impressions 2.1M Digital Advertising Impressions 5M Social Media Reach 80,000 SM Engagements 315,000 Event Page Views Logo Placement Award Backdrop Medal & Lanyard Event T-shirt Barrier Jackets Feather Blades Website Digital Ads Race Day Program Travel & Attendance 17% avg increase in registration 24% avg increase in travel over 300 miles MEDIA Full media team onsite 4 videographers & 2 Social Media Directors Full event coverage and recap edited for distribution Regular Season Event Digital Exposure 1.5M Media Impressions 1.3M Digital Advertising Impressions 2.5M Social Media Reach 40,000 SM Engagements 200,000 Event Page Views Logo Placement Award Backdrop Website Digital Ads Race Day Program Travel & Attendance 17% less than USNS registration 24% less than USNS racers traveling over 300 miles MEDIA 1 Social Media Director B-4ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 27 of 40 DESTINATION MARKETING OPPORTUNITIES SOCIAL MEDIA Spartan will offer dedicated social posts highlighting each region to include lodging, activities, and adventures. Logo Placement Each destination/region will have their logo placed on ● Event page ● Race day program ● Pre race emails Travel & Attendance Spartan will produce a unique travel guide, which will offer each destination the opportunity to provide photos, links and 2 pages of content to share with all attendees. Example can be found here. Onsite Each location will be given the opportunity to exhibit during the event weekend B-4ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 28 of 40 US NATIONAL SERIES BRANDING EXAMPLES Event Coverage 2019 Big Bear USNS Race Video Link B-4ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 29 of 40 ITEM NUMBER: B-5 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Strategic Marketing Plan Update RECOMMENDATION: Approve the Strategic Marketing Plan. DISCUSSION: The ATBID contracted marketing firm, Verdin, will present an updated comprehensive overview of recommended Visit Atascadero marketing efforts, initiatives, goals and strategies for the 2020/21 fiscal year with revisions based on results from the survey sent to lodging partners. FISCAL IMPACT: None. ATTACHMENTS: None. Page 30 of 40 ITEM NUMBER: B-6 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Monthly Marketing Statistics Summary RECOMMENDATION: Receive and file Marketing Statistics Report. DISCUSSION: During the month of August, Verdin created the Fall campaign concept for paid media and shared our first "Atascadero Backstage Pass" social video. We received 1,218 Instagram story impressions for this first video which we see as a success for the new series. Verdin created a social media takeover process that will begin in September highlighting a variety of local businesses. A survey was created for all lodging partners and was sent out on Monday, August 31, to gain feedback and insights to help develop our marketing plan. Social media continues to be our primary marketing channel at this time which will expand as we roll out the campaign and additional recovery tactics. Overall website traffic continues to be down due to the pause in paid media and the reduced budget compared to the last fiscal year. We will continue to work closely with our partners and introduce new marketing tactics as travel begins to increase. FISCAL IMPACT: None. ATTACHMENTS: 1.June Statistics Summary 2.July Statistics Summary 3.August Statistics Summary Page 31 of 40 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM JUNE STAT SUMMARY ATASCADERO TBID July 2, 2020 WEB ANALYTICS (2020 vs. 2019) WEBSITE TRAFFIC Page Views: 8,050 vs. 14,238 (-43%) New Visitors: 3,930 vs. 5,459 (-28%) Total Sessions: 4,460 vs. 7,209 (-38%) Mobile Views: 1,668 (-52%) Desktop Views: 2,250 (+16%) PPV (Page Per Visit): 1.80 (-9%) TOS (Time on Site): 0:50 (-29%) ACQUISITION Social: 144 (-6%) Direct: 1,786 (+7%) Organic: 1,960 (-44%) Referral: 215 (73%) GEOGRAPHIC REFERRALS Chicago: 1,176 (+512%) Atascadero: 438 (-58%) Los Angeles: 334 (-47%) Paso Robles: 320 (-48%) San Francisco: 258 (-64%) San Luis Obispo: 76 (-70%) Boardman, OR: 61 (+33%) Santa Clara: 55 (+1,733%) Greenfield: 33 (-44%) Ashburn: 22 (-57%) Bakersfield: 32 (-16%) PAGE VIEWS Things to do: 711 (-21%) Home: 645 (-65%) Events: 569 (-71%) Parks: 523 (-14%) Eat: 264 (-41%) Downtown: 221 (-0.5%) Bike/Hike: 178 (+17% SOCIAL MEDIA ANALYTICS FACEBOOK Facebook Fans: 6,739 Impressions: 12,000 Organic: 11,861 Paid: 0 Reach: 8,579 Engagements: 403 Top Post: So pretty you almost don’t want to drink it. Reach: 197 Main audience: Women ages 35-44, living in SLO County and Central Valley INSTAGRAM AND TWITTER Instagram Followers: 2,778 New Followers: 86 Likes received: 754 Comments received: 12 Main audience: Women under 44 Twitter Followers: 301 Engagements: 4 Main audience: Reporters and Destinations B-6ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 32 of 40 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM 2 ADVERTISING ANALYTICS No e-newsletters were sent out in the month of June due to the COVID-19 virus and stay-in-place orders throughout California. E-NEWSLETTER ANALYTICS No advertising ran in the month of June due to the COVID-19 virus and stay in place orders throughout California. B-6ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 33 of 40 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM JULY STAT SUMMARY ATASCADERO TBID August 4, 2020 WEBSITE TRAFFIC Page Views: 9,872 vs. 16,545 (-40%) New Visitors: 4,162 vs. 6,310 (-34%) Total Sessions: 4,851 vs. 8.600 (-44%) Mobile Views: 1,949 (-50%) Desktop Views: 2,229 (-9%) PPV (Page Per Visit): 2.04 (+6%) TOS (Time on Site): 001:08 (+2%) ACQUISITION Social: 146 (-54%) Direct: 1,812 (+11%) Organic: 2,091 (-51%) Referral: 290 (-59%) GEOGRAPHIC TRAFFIC Chicago: 1,148 (+173%) Atascadero: 573 (-54%) Los Angeles: 399 (-52%) Paso Robles: 302 (-57%) San Francisco: 399 (-59%) San Luis Obispo: 90 (-72%) Arroyo Grande: 45 (-42%) San Jose: 41 (-21%) Sacramento: 34 (-44%) Ashburn: 34 (-70%) Fresno: 29 (-29%) PAGE VIEWS Things to do: 911 (-19%) Home: 820 (-34%) Events: 804 (-55%) Parks: 735 (-11%) Eat: 292 (-27%) Downtown: 321 (+8%) Bike/Hike: 236 (+62%) SOCIAL MEDIA ANALYTICS WEB ANALYTICS (2020 vs. 2019) FACEBOOK Facebook Fans: 6,717 Impressions: 12,344 Organic: 12,222 Paid: 0 Reach: 8,275 Engagements: 254 Top Post: Simply breathtaking. Reach: 438 Main audience: Women over 35, living in SLO County and Central Valley INSTAGRAM AND TWITTER Instagram Followers: 2,815 New Followers: 123 Likes received: 1,101 Comments received: 21 Main audience: Women under 44 Twitter Followers: 309 Engagements: 1 Main audience: Reporters and Destinations B-6ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 2 Page 34 of 40 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM AUGUST STAT SUMMARY ATASCADERO TBID September 3, 2020 WEB ANALYTICS (2020 vs. 2019) WEBSITE TRAFFIC Page Views: 9,023 vs. 26,198 (-66%) New Visitors: 3,276 vs. 10,756 (-70%) Total Sessions: 4,035 vs. 15,850 (-74%) Mobile Views: 1,953 (-75%) Desktop Views: 1,338 (-58%) PPV (Page Per Visit): 2.24 (+33%) TOS (Time on Site): 001:13(+18%) ACQUISITION Social: 165 (-87%) Direct: 946 (-56%) Organic: 1,891 (-72%) Referral: 326 (-80%) GEOGRAPHIC REFERRALS Atascadero: 567 (-78%) Los Angeles: 389 (-73%) Paso Robles: 376 (-73%) San Francisco: 356 (-82%) Chicago: 213 (-51%) San Luis Obispo: 121 (-80%) Arroyo Grande: 44 (-73%) San Jose: 57 (-11%) Greenfield: 40 (-74%) Ashburn: 32 (-56%) Los Osos: 31 (-69%) PAGE VIEWS Home: 979 (-29%) Things to Do: 861 (-18%) Events: 840 (-87%) Parks: 527 (-4%) Eat: 298 (-31%) Downtown: 290 (+25%) SOCIAL MEDIA ANALYTICS FACEBOOK Facebook Fans: 6,706 Impressions: 9,566 Organic: 9,495 Paid: 0 Reach: 7,533 Engagements: 341 Top Post: Cruisin’ Weekend postponed Reach: 538 Main audience: Women over 35, living in SLO County and Central Valley INSTAGRAM AND TWITTER Instagram Followers: 2,864 New Followers: 71 Likes received: 1,185 Comments received: 33 Main audience: Women under 44 Twitter Followers: 314 Engagements: 15 Main audience: Men ages 35-44 B-6ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 3 Page 35 of 40 ITEM NUMBER: B-7 DATE: 09/16/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Monthly Budget Report RECOMMENDATION: Receive and file Budget Report. DISCUSSION: The Monthly Budget Report at the August 19, 2020 Board Meeting was tabled due to time constraints. The 2019/20 Fiscal Year Budget fell within anticipated budget spending. The 2020/21 Fiscal Year Budget reflects expenditures reported in July 2020. FISCAL IMPACT: None. ATTACHMENTS: 1. 2019/20 ATBID Budget 2.2020/21 ATBID Budget 3.Fund Summary 4.TOT Report Page 36 of 40 GL # REVENUE PROJECTIONS July August September October November December January February March April May June Actuals Budgeted 1100 2% BID Revenue July 2019 - June 2020 3,339.00$ 74,022.00$ 2,678.00$ 15,601.00$ 51,582.00$ 1,525.00$ 8,508.00$ 24,327.00$ 17,055.00$ $339.00 $26,804.00 225,780.00$ 284,000.00$ 1200 Estimated Fund Balance from 2018/2019 270,780.00$ 1300 Investment Earnings 5,500.00$ Total 560,280.00$ Budget 2019/2020 Proposed Budget % of Total Budget 2100 Admin 38,085.00$ 6.71% 2101 City Admin Fees 905.51$ 905.51$ 2,610.00$ 2102 Office Expense -$ 2,500.00$ 2103 Operating Supplies and misc. expenses -$ 1,000.00$ 2104 Lodging Ordinance Enforcement 5,153.00$ 5,153.00$ 4,000.00$ 2105 Big Red Marketing 750.00$ 650.00$ 800.00$ 1,000.00$ 800.00$ 750.00$ 750.00$ 750.00$ 750.00$ 750.00$ 750.00$ 750.00$ 9,250.00$ 9,375.00$ 2106 Verdin 1,827.94$ 1,550.30$ 1,612.80$ 996.10$ 1,129.20$ 677.10$ 1,162.70$ 1,741.30$ 2,121.60$ 2,179.10$ 2,514.60$ 17,512.74$ 18,600.00$ -$ 2200 ATBID Management -$ 20,812.00$ 3.67% 2201 Board Management & Coordination 200.00$ 700.00$ $900.00 950.00$ 900.00$ 200.00$ 950.00$ 950.00$ 850.00$ 1,200.00$ 660.00$ 100.00$ 8,560.00$ 8,625.00$ 2202 Financial Management 600.00$ 300.00$ 1,000.00$ 900.00$ 900.00$ 600.00$ 1,000.00$ 375.00$ 500.00$ 500.00$ 500.00$ 500.00$ 7,675.00$ 8,512.00$ 2203 Strategy 200.00$ 200.00$ 450.00$ 400.00$ 350.00$ 200.00$ 350.00$ 300.00$ 550.00$ 550.00$ 550.00$ 550.00$ 4,650.00$ 3,675.00$ 2204 COVID Recovery 1,000.00$ 2,000.00$ 3,000.00$ -$ 2300 Visual Assets and Branding -$ 49,800.00$ 8.77% 2301 Photography & Video 1,547.91$ 1,547.91$ 1,800.00$ 2302 Creative Services - Verdin Scope 6,941.12$ 3,251.10$ 3,437.20$ 2,479.50$ 453.90$ 963.70$ 956.10$ 918.80$ 1,088.48$ 616.20$ 1,530.80$ 22,636.90$ 30,000.00$ 2303 Creative Services - Out of Scope -$ -$ 2304 Promotional Items & Visit Atascadero Brochure 4,018.42$ 127.02$ 1,991.85$ 6,137.29$ 18,000.00$ -$ 2400 Digital Marketing -$ 32,200.00$ 5.67% 2401 Website Updates 482.00$ 157.00$ 120.00$ 25.60$ 47.20$ 281.60$ 225.40$ 1,338.80$ 3,000.00$ 2402 Social Media contest hard costs -$ 1,000.00$ 2403 Social Media/Contest Management 1,579.26$ 1,803.94$ 327.12$ 765.96$ 1,211.62$ 3,323.30$ 1,649.69$ 4,108.69$ 3,003.31$ 1,632.11$ 1,563.85$ 20,968.85$ 18,800.00$ 2404 E-Newsletter 1,115.60$ 992.40$ 944.92$ 759.69$ 728.99$ 438.79$ 837.29$ 792.19$ 778.39$ 41.99$ 41.99$ 7,472.24$ 9,400.00$ -$ 2500 Advertising -$ 91,623.00$ 16.14% 2501 Planned Media Buys 1,377.31$ 1,280.68$ 9,603.44$ 21,529.64$ 5,786.87$ 2,498.60$ 2,964.73$ 2197.67 1550.84 48,789.78$ 59,550.00$ 2502 Reactive Advertising & Co-Ops 818.18$ 7,600.00$ 8,418.18$ 26,073.00$ 2503 Verdin Media Retainer 494.40$ 497.30$ 387.40$ 115.20$ 25.60$ 538.40$ 731.40$ 166.40$ 742.40$ 3,698.50$ 6,000.00$ -$ 2600 Public Relations -$ 7,500.00$ 1.32% 2601 FAMs/ Individual Itineraries 734.50$ 800.00$ 1,534.50$ 3,500.00$ 2602 PR Retainer & Reactive Planning 790.50$ 1,163.20$ 4.00$ 490.50$ 262.80$ 2,711.00$ 4,000.00$ -$ 2700 Tour & Travel -$ 20,000.00$ 3.52% 2701 Trade Show 3,470.00$ 4,000.00$ 7,470.00$ 20,000.00$ -$ 2800 Consumer Outreach -$ 51,000.00$ 8.98% 2801 Event Sponorship 7,500.00$ 15,000.00$ 15,000.00$ 5,000.00$ 42,500.00$ 45,000.00$ 2802 Management of Event Sponorship 250.00$ 650.00$ 350.00$ 500.00$ 550.00$ 250.00$ 450.00$ 1,000.00$ 280.00$ 280.00$ 900.00$ 280.00$ 5,740.00$ 6,000.00$ -$ -$ TOTAL EXPENSES 24,444.31$ 13,520.92$ 30,757.80$ 46,320.09$ 32,370.70$ 10,566.91$ 17,573.76$ 22,581.65$ 17,593.42$ 7,749.40$ 10,011.24$ 4,180.00$ 237,670.20$ 311,020.00$ 3001 Cash Reserves 56,785.00$ 10% Contingency 4001 Contingency Fund (unallocated)200,045.00$ 35.23% TOTAL Budget 567,850.00$ ATBID 2019/20 BUDGETED P&L B-7ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 1 Page 37 of 40 GL # REVENUE PROJECTIONS July Actuals Budget 1100 2% BID Revenue July 2020 - June 2021 $326,770.00 1200 Estimated Fund Balance from 2020/2021 $256,830.00 1300 Revenue from Use of Money $4,670.00 Total $588,270.00 Budget Recommended Budget Updates % of Total Budget 2100 Admin $38,385.00 14.78% 2101 City Admin Fees $2,610.00 2102 Office Expense $2,500.00 2103 Operating Supplies and misc. expenses $500.00 2104 Lodging Ordinance Enforcement $5,200.00 2105 Big Red Marketing 750.00$ 750.00$ $9,375.00 2106 Verdin 885.90$ 885.90$ $18,200.00 2200 ATBID Management $20,812.00 8.01% 2201 Board Management & Coordination 850.00$ 850.00$ $8,625.00 2202 Financial Management 500.00$ 500.00$ $8,512.00 2203 Strategy 280.00$ 280.00$ $3,675.00 2300 Visual Assets and Branding $23,000.00 8.85% 2301 Photography & Video $0.00 2302 Creative Services - Verdin Scope 1,306.10$ 1,306.10$ $23,000.00 2303 Creative Services - Out of Scope 2304 Promotional Items & Visit Atascadero Brochure $0.00 2400 Digital Marketing $23,480.00 9.04% 2401 Website Updates 129.80$ 129.80$ $780.00 2402 Social Media contest hard costs $200.00 2403 Social Media/Contest Management 1,579.20$ 1,579.20$ $18,800.00 2404 E-Newsletter 41.99$ 41.99$ $3,700.00 2500 Advertising $64,576.00 24.86% 2501 Planned Media Buys $50,000.00 2502 Reactive Advertising & Co-Ops 1,000.00$ 1,000.00$ $10,000.00 2503 Verdin Media Retainer $4,576.00 2600 Public Relations $4,500.00 1.73% 2601 FAMs/ Individual Itineraries $1,500.00 2602 PR Retainer & Reactive Planning $3,000.00 2700 Tour & Travel $10,000.00 3.85% 2701 Trade Show $10,000.00 2800 Consumer Outreach $35,000.00 13.47% 2801 Event Sponorship $30,000.00 2802 Management of Event Sponorship 300.00$ 300.00$ $5,000.00 2900 Recovery Plan $40,000.00 15.40% 2901 Social Media/Contest Management $10,000.00 2902 Recovery Campaigns/Giveaways $10,000.00 2903 Public Relations Tactics 465.60$ 465.60$ $5,000.00 2904 Partnership Programs $10,000.00 2905 Signage $5,000.00 TOTAL EXPENSES 8,088.59$ 8,088.59$ $259,753.00 Cash Reserves $58,000.00 Funds Unallocated $270,517.00 Total Budget $588,270.00 ATBID 2020/21 BUDGETED P&L B-7ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 2 Page 38 of 40 9/4/20 FUND TYPE 235 Special Revenue YTD ACTUAL* ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2020-2021 BUDGETED 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 through 7/31/2020 2020-2021 REVENUES 41530.6300 Taxes and Assessments 162,036$ 241,078$ 267,507$ 275,295$ 278,184$ 226,920$ -$ 326,770$ 46110.0000 Investment Earnings 2,068 5,458 724 1,580 9,631 - - 4,670 Total Revenue 164,104 246,536 268,231 276,875 287,815 226,920 - 331,440 EXPENSES 6050000 Office Expense - 5,164 - - - - - 1,000 6070000 Advertising 3,450 86,914 91,005 144,521 178,720 120,110 1,085 160,000 6400000 Operating Supplies - 1,217 120 - - - - 500 6500000 Contract Services 26,173 105,314 138,414 172,938 143,482 120,525 7,003 151,250 6600000 Professional Development - - 425 425 425 - - 430 6740000 Business Development - 5,000 - 3,000 - - - - 6900000 Administration 1,620 2,411 2,675 2,753 2,782 2,269 - 3,270 Total Expenses 31,243 206,020 232,639 323,636 325,408 242,904 8,089 316,450 NET INCOME/(LOSS)132,861 40,516 35,592 (46,761) (37,593) (15,984) (8,089) 14,990 BEGINNING AVAILABLE BALANCE 156,472 289,333 329,849 365,441 318,679 281,086 265,102 256,830 ENDING AVAILABLE BALANCE 289,333$ 329,849$ 365,441$ 318,679$ 281,086$ 265,102$ 257,013$ 271,820$ *Actual numbers are unaudited, not yet finalized and are subject to change Atascadero Tourism Business Improvement District (ATBID) Fund B-7ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 3 Page 39 of 40 City of Atascadero Tourism Report Transient Occupancy Tax Revenues Jul-Sep Oct-Dec Jan-Mar Apr-Jun 1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL Fiscal Year 2014 254,557.46$ 158,389.32$ 134,033.44$ 232,385.37$ 779,365.59$ Fiscal Year 2015 262,246.00$ 171,527.07$ 204,920.33$ 261,362.41$ 900,055.81$ Fiscal Year 2016 387,196.75$ 260,522.61$ 234,591.13$ 359,952.40$ 1,242,262.89$ Fiscal Year 2017 441,814.34$ 259,716.23$ 236,432.90$ 399,564.75$ 1,337,528.22$ Fiscal Year 2018 446,835.24$ 307,035.82$ 237,705.86$ 384,921.01$ 1,376,497.93$ Fiscal Year 2019 442,255.82$ 305,426.85$ 236,855.54$ 406,434.26$ 1,390,972.47$ Fiscal Year 2020 454,062.15$ 325,569.25$ 218,645.26$ 136,898.64$ 1,135,175.30$ Fiscal Year 2021 B-7ITEM NUMBER: DATE: ATTACHMENT:09/16/2020 4 Page 40 of 40