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HomeMy WebLinkAboutTBID_2020-11-18_AgendaPacket ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT 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/99761657551. 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 AGENDA Wednesday, November 18, 2020 at 2:30 P.M. Video Conference: https://zoom.us/j/99761657551 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 – October 21, 2020 •Recommendation: Approve the Draft Action Minutes of October 21, 2020. [Big Red Marketing] B.BUSINESS ITEMS 1.Citywide Yard Sale Event Sponsorship and Marketing Plan •Recommendation: Discuss and provide staff direction on the Citywide Yard Sale Sponsorship after reviewing the Marketing Plan. [Parents for Joy] •Fiscal Impact [GL 2801]: Up to $3,750. 2.Revised Event Tiers and Application •Recommendation: Approve revised event tiers and sponsorship application. [Big Red Marketing] •Fiscal Impact: None. f 3. Cancelled Event Updates •Recommendation: Discuss and provide staff direction for the cancelled events that received sponsorship funding. [Big Red Marketing] •Fiscal Impact: None. 4. Big Red Marketing Meeting Roles •Recommendation: Receive and file Big Red Marketing Meeting Roles. [Big Red Marketing] •Fiscal Impact: None. 5.Quarterly Marketing Statistics •Recommendation: Receive and file Quarterly Marketing Statistics. [Verdin] •Fiscal Impact: None. 6. Quarterly Detailed Budget Report •Recommendation: Receive and file Quarterly Detailed 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 6.Short-term Rental Updates – City Manager’s Office D. BOARD MEMBER COMMENTS E.FUTURE AGENDA ITEMS 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, October 21, 2020 at 2:30 P.M. Video Conference: https://zoom.us/j/99765963807 Atascadero City Hall - 6500 Palma Avenue, Club Room Atascadero, California CALL TO ORDER: Chairperson O’Malley called the meeting to order at 2:36 p.m. ROLL CALL: Present: Chairperson O’Malley, Board Member Alexander, Board Member Harden, Board Member Sohi Vacant: None. Absent: Vice Chairperson Caprau 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 Board Member Sohi and seconded by Board Member Alexander to approve the agenda. Motion passed 4:0 by a voice vote. PUBLIC COMMENT: None. A.CONSENT CALENDAR 1.ATBID Draft Action Minutes – September 16, 2020 •Recommendation: Approve the Draft Action Minutes of September 16, 2020. [Big Red Marketing] MOTION: By Board Member Sohi and seconded by Board Member Harden to approve the consent calendar. Motion passed 4:0 by a voice vote. A-1ITEM NUMBER: DATE: 11/18/2020 Page 4 of 34 B.BUSINESS ITEMS 1.COVID-19 Visit Atascadero Website Banner •Recommendation: Approve the addition of a banner on Visit Atascadero’s website with COVID-19 updated information. [Verdin] •Fiscal Impact [GL 2401]: $300. Destination Management Consultant Meisinger updated that there is a recommendation to add information to the Visit Atascadero website to help directly address COVID-19 efforts to inform potential visitors of restrictions and requirements. The updated banner would link to the City’s regularly updated page on Atascadero.org. PUBLIC COMMENT: None. MOTION: By Chairperson O’Malley and seconded by Board Member Alexander to approve the addition of a banner on Visit Atascadero’s website with COVID-19 updated information. Motion passed 4:0 by a roll call vote. 2.Revised Event Tiers and Application •Recommendation: Discuss and provide staff direction on the revised Event Tiers and Sponsorship Application. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant Meisinger updated the Board on the adjustments that are recommended for the Event Sponsorship Tiers. Specifically, this was in the areas of attendees, amount of fund available at each tier and percentage of out of town attendees. The Board provided feedback and requested changes be made and presented for approval during the November Board Meeting. PUBLIC COMMENT: Brendan Pringle. The revised event tiers and sponsorship application was received and filed. 3.SPARTAN Race AdHoc Committee Update •Recommendation: Discuss and provide staff direction on the SPARTAN Race AdHoc Committee Update. [SPARTAN Race AdHoc Committee] •Fiscal Impact: None. Destination Management Consultant Meisinger reviewed the questions submitted to Visit SLO Cal and the responses received. PUBLIC COMMENT: None. The SPARTAN Race AdHoc Committee Update was received and filed. A-1ITEM NUMBER: DATE: 11/18/2020 Page 5 of 34 4.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. Kate Auslen of Parents for Joy presented on the opportunity to support the Citywide Yard Sale event. Auslen answered questions from the Board and worked with them to find solutions to encourage more out of town visits. The Board requested that Auslen meet with Verdin to determine marketing needs and costs. PUBLIC COMMENT: Brendan Pringle. The Citywide Yard Sale Sponsorship was filed and staff direction was provided. 5.AdHoc Committee Update •Recommendation: 1.Approve the cancellation of the January 2021 Atascadero TBID Board Meeting. [AdHoc Committee] 2.Approve the change of monthly marketing statistic and detailed budget reports to quarterly marketing statistic and detailed budget reports. [AdHoc Committee] •Fiscal Impact: None. AdHoc Committee member Tom O’Malley updated on the two recommendations to help streamline efforts. PUBLIC COMMENT: None. MOTION: By Board Member Sohi and seconded by Board Member Alexander to approve the cancellation of the January 2021 Atascadero Board Meeting. Motion passed 4:0 by a roll call vote. MOTION: By Chairperson O’Malley and seconded by Board Member Alexander to approve the change of monthly marketing statistics and detailed budget reports to quarterly marketing statistics and detailed budget reports. Motion passed 4:0 by a roll call vote. 6.Monthly Budget Report •Recommendation: Receive and file Budget Report. [Big Red Marketing] •Fiscal Impact: None. Destination Management Consultant Meisinger provided a summary report of the current status of expenditures and their alignment with the annually planned budget. PUBLIC COMMENT: None. The Monthly Budget Report was received and filed. A-1ITEM NUMBER: DATE: 11/18/2020 Page 6 of 34 C.UPDATES 1.Contract Review AdHoc Committee Update – Chairperson O’Malley – Most updates were handled during the business items of the meeting and no additional information was reported. 2.Visit SLO CAL TMD Update – Board Member Sohi – Board Member Sohi shared that there was no meeting and there are no current updates. 3.Visit SLO CAL Marketing Committee Update – City Manager’s Office – Deputy City Manager Banish shared updates from the Visit SLO CAL Marketing Committee meeting, including updates about the Spartan Race co-op. Public Member Brendan Pringle also presented some updates from the meeting. 4.Visit SLO CAL PR Task Force – Verdin – Destination Marketing Consultant Akers shared that there was no meeting and there are no current updates. 5.Destination Management Update – Big Red Marketing – Destination Management Consultant Meisinger shared updates, including the cancellation of Wine Speak 2021 and the 2020 Central Coast Craft Beer Fest. Meisinger also shared the 2020/2021 Board Meeting Deadlines (Exhibit B) and answered questions from the Board. 6.City Business Update – City Manager’s Office – Deputy City Manager Banish presented updates from City businesses including upcoming events such as Brew at the Zoo and the Fire Prevention meeting. D.BOARD MEMBER COMMENTS None. E. FUTURE AGENDA ITEMS 1.Big Red Marketing Meeting Roles 2.Marketing Statistic Update 3.Short-term Rental Update F.ADJOURNMENT Chairperson O’Malley adjourned the meeting at 4:26 p.m. _______________________________________________ Hanna Meisinger, Destination Management Consultant APPROVED: Exhibit A: Spartan Race Updates Exhibit B: 2020/2021 Board Meeting Deadlines A-1ITEM NUMBER: DATE: 11/18/2020 Page 7 of 34 ITEM NUMBER: B-1 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Citywide Yard Sale Sponsorship and Marketing Plan RECOMMENDATION: Discuss and provide staff direction on the Citywide Yard Sale Sponsorship after reviewing the Marketing Plan. DISCUSSION: The Atascadero Citywide Yard Sale is an event organized by volunteers of a local non- profit group, Parents for Joy. The event brings together locals and out-of-town “treasure- hunters” in Atascadero to shop for unique items and great deals from over 100 different shop locations hosted by local community members and businesses in Atascadero. The Atascadero Citywide Yard Sale was first held in 2018. Since 2018, the event has been held annually and shown growth, with the exception of changes due to the COVID-19 pandemic at the 2020 Citywide Yard Sale. Kate Auslen presented on behalf Parents for Joy at the October 21, 2020 and shared the goal to grow this event with the possibility of increasing to a two-day event. After review, the Board requested that event managers meet with Verdin to determine a plan that Atascadero TBID can assist in marketing to reach areas out of San Luis Obispo County to encourage overnight stays. The presentation will share the determined plan. FISCAL IMPACT (GL 2801): Up to $3,750. ATTACHMENTS: 1.Atascadero Yard Sale Promotion Plan Page 8 of 34 Atascadero Yard Sale Promotion Plan  Client: Visit Atascadero  Time Frame: Spring 2021  Budget: $3,750  Overview  The team at Parents for Joy requested funding from Atascadero TBID to promote the  Atascadero Yard Sale on April 24 & 25, 2021. The TBID board asked Kate (event organizer),  Terrie and Ashlee to meet and discuss how best to extend the reach of this event, considering  Brew at the Zoo takes place on the same weekend.  Earned Media Plan  Visit Atascadero promotes all tourism-related events through their owned channels. This  portion of the plan will be implemented using the existing budget and will not require  additional funding. We plan to utilize the below platforms to further promote the event.  ●Feature the event in the Spring e-newsletter ●Include the event on the Visit Atascadero website ●Create two social posts promoting the yard sale event Paid Media Plan  The target audience for the Atascadero Yard Sale event is those interested in collecting,  thrifting, antiques, up-cycling, etc. We recommend creating a digital, animated display  campaign that geographically targets the Central Valley. The creative content would  encourage people to take a weekend trip and stay Friday through Sunday to enjoy both the  Atascadero Yard Sale Saturday and Sunday mornings, and Brew at the Zoo Saturday night. The  digital campaign would run programmatically through our in-house DSP and would link to the  event website, which would have a link back to our lodging page. We recommend running the  campaign two weeks in advance of the event.  The plan would include:  ●Hard costs for programmatic digital media - $2,750 - $2,950 ●Creative development for one display ad utilizing graphics supplied by the City - $800 - $1,000 Summary  This is our recommendation to further promote the Atascadero Yard Sale event.  B-1ITEM NUMBER: DATE: ATTACHMENT:11/18/2020 1 Page 9 of 34 ITEM NUMBER: B-2 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Revised Event Tiers and Application RECOMMENDATION: Approve revised event tiers and sponsorship application. DISCUSSION: The Event Sponsorship Tiers were established in 2016 to help guide event sponsorship support discussions. The ATBID board uses the tiers to evaluate events against current Visit Atascadero goals and strategies. The Visit Atascadero Event Sponsorship Program has grown since its inception to support numerous events hosted in Atascadero. The Event Sponsorship Tiers system has been revised due to the increased interest in the Event Sponsorship Program to ensure Visit Atascadero continues to strategically host mutually-beneficial events. Feedback to the event tiers and sponsorship application was provided by the Board during the March 2, 2020 Special Meeting. After considering the feedback, staff presented the revised event tiers and event sponsorship during the October 21, 2020 Board Meeting. The attachments reflect final edits to the revised event tiers and sponsorship application. FISCAL IMPACT: None. ATTACHMENTS: 1.Revised Event Sponsorship Tiers 2.Revised Event Sponsorship Application Page 10 of 34 Event Sponsorship Tiers Tier 1 Tier 2 Tier 3 •Attracts 1,500+ attendees •At least 35-40% of target market is out-of-town visitors •Marketing campaigns reach at least 1,000 subscribers •Event encourages multi-night stay in Atascadero •Attracts 750+ attendees •At least 25-30% of target market is out-of-town visitors •Marketing campaigns reach at least 500 subscribers •Event encourages overnight stay in Atascadero •Attracts 750 or less attendees •Marketing message encourages visiting Atascadero •Marketing campaigns reach at least 500 subscribers •Event encourages overnight stay in Atascadero •Event appears sustainable and offers growth potential in number of days and/or attendance to grow to Tier 2 Total Support = Up to $10,000 Total Support = Up to $7,500 Eligible for In-kind Support B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 1 Page 11 of 34 Event Sponsorship Tiers Additional Considerations: 1. Does event support Visit Atascadero objectives? 2. Will event be held during off-season (January – March)? 3. Is event new or existing? If existing, how was previously awarded money spent? 4.What is the three-year growth plan for the event? 5.Is there statistical data on the demographic status of your attendees or targeted attendees? 6.Can the organization prove complete fiduciary responsibility of all event expenses? 7.Do your event organizers and attendees garner influence and have the ability to promote Atascadero tourism? *Please note that determining the appropriate tier level is based on a combination of one or more specific event tier factors and the additional considerations provided B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 1 Page 12 of 34 Expectations of Event Organizer by Tier Tier 1 Tier 2 Tier 3 •Visit Atascadero logo on all event marketing materials including but not limited to flyers, programs and website •Appropriate shout outs on social media and promotion of the event •Visit Atascadero and lodging property promotion in mailings and marketing outreach •First right of refusal for at least one guest event item featuring Visit Atascadero logo (ex. Glassware, bag, etc.) •Visit Atascadero logo on all event marketing materials including but not limited to flyers, programs and website •Appropriate shout outs on social media and promotion of the event •Visit Atascadero and lodging property promotion in mailings and marketing outreach •First right of refusal for at least one co-branded guest event item featuring Visit Atascadero logo (ex. Glassware, bag, etc.) • •Visit Atascadero logo on all event marketing materials including but not limited to flyers, programs and website •Appropriate shout outs on social media and promotion of the event *It is the responsibility of event management to meet the expectations based on their tier level and follow up with Visit Atascadero for any necessary branding pieces B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 1 Page 13 of 34 1 The Atascadero Tourism Business Improvement District (TBID) was established to promote Atascadero as an overnight destination. The mission of the Atascadero TBID is to encourage visitors to discover what makes Atascadero a simply genuine travel destination resulting in increased revenue for the local community. We appreciate the efforts of community partners to design events that attract visitors to Atascadero and would like to offer our support of those events that align themselves with the Visit Atascadero mission. A portion of the TBID annual budget and regular marketing efforts are set aside each year to help maximize the effect of these efforts. If you would like to be considered for support, please complete the following application. The application must be received at least 6 months in advance of the funding deadline to request support from the Atascadero TBID. Unfortunately, we are unable to provide assistance for all events, but please know each request will be considered thoroughly. Our Mission: Encourage overnight travel to experience Atascadero’s beautiful and authentic outdoor recreation, culinary adventures, and welcoming hospitality. In order to qualify for event sponsorship, your organization must meet the following requirements or provide a three-year plan detailing how you will ultimately meet these requirements: 1.Support the Visit Atascadero mission 2.Attract visitors from outside San Luis Obispo County 3.Encourage overnight stays of one night or more 4.Obtain the necessary ABC permits, law enforcement approval, city permits, safety guidelines, and any additional documents needed for the event 5.Provide a detailed event budget and marketing plan 6.Provide post-event metrics which show positive effect on Atascadero tourism In addition to these requirements, ATBID Board will consider the following factors: 1.Does event support Visit Atascadero objectives? 2.Will event be held during off-season (January – March)? 3.Is event new or existing? If existing, how was previously awarded money spent? 4.What is the three-year growth plan for the event? 5.Is there statistical data on the demographic status of your attendees or targeted attendees? 6.Can the organization prove complete fiduciary responsibility of all event expenses? 7.Do your event organizers and attendees garner influence and have the ability to promote Atascadero tourism? Please submit application and all additional documents by email to Hanna Meisinger at hmeis@bigredmktg.com in PDF format. You will receive a confirmation that we have received the application. Typically, we ask that event planners attend a Board Meeting to present their event to the Board which provides an opportunity to ask questions. Atascadero TBID Board Meetings are regularly scheduled for the third Wednesday of the month at 2:30 B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 14 of 34 2 p.m. at City Hall. The vote regarding funding often takes place at the meeting following the event presentation. B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 15 of 34 3 Event Sponsorship Requirements Checklist The following requirements must ALL be met in order to qualify for sponsorship and receive funding. Please be sure to carefully read and submit all necessary documentation and information. ¨Complete application and submit at least 6 months prior to event ¨Include requested sponsorship amount in application ¨Select eligible event tier and describe how your event meets qualification ¨Provide event budget with line items detailing how sponsorship funding will be used ¨Provide a detailed marketing plan ¨Include a financial statement from your organization – applicant must be able to demonstrate financial accountability for event expenses ¨Describe all sources of event income and additional sponsorships that have been secured ¨If requested, attend an ATBID Board Meeting to provide event presentation ¨If awarded event sponsorship funding, plan to attend two ATBID Board Meetings: o Provide planning progress update at least two months prior to event o Provide an event recap detailing attendance, marketing efforts and results, impact on Atascadero tourism and future plans B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 16 of 34 4 Event Support Application Form Requesting Organization: _______________________________________________ Contact: _________________________ Phone Number: _______________________ Email: ____________________________ Mailing Address: ____________________ City, State, Zip: ________________________________________________________ Name of Event: ________________________________________________________ Event Description: _____________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Event Dates/Times: _____________________________________________________ Is event located in Atascadero? Yes No Venue Name: ________________________________________________________ Venue Location: _______________________________________________________ Event Website: ________________________________________________________ Are you receiving in-kind or financial support from the City of Atascadero? Yes No Total Anticipated Attendees: _______ Portion From Outside SLO County: _____% Is this the first year the event will take place? Yes No B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 17 of 34 5 If this event has taken place previously, please provide historical data including attendance numbers: __________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Are tickets sold for your event? If so, please provide the price per ticket and any package opportunities. ______________________________________________________________________ ______________________________________________________________________ Crowd Control Safety Plan Details: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 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 Describe how the event supports Visit Atascadero’s mission and goals: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 18 of 34 6 Select eligible event tier for your event (eligibility is based on one or more qualifying factors and additional considerations): Additional details about eligible event tier qualification: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Support Request (desired monetary amount or in-kind marketing support): ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Tier 1 Tier 2 Tier 3 •Attracts 1,500+ attendees •At least 35-40% of target market is out-of-town visitors •Marketing campaigns reach at least 1,000 subscribers •Event encourages multi-night stay in Atascadero •Attracts 750+ attendees •At least 25-30% of target market is out-of-town visitors •Marketing campaigns reach at least 500 subscribers •Event encourages overnight stay in Atascadero •Attracts 750 or less attendees •Marketing message encourages visiting Atascadero •Marketing campaigns reach at least 500 subscribers •Event encourages overnight stay in Atascadero •Event appears sustainable and offers growth potential in number of days and/or attendance to grow to Tier 2 Total Support = Up to $10,000 Total Support = Up to $7,500 Eligible for In-kind Support B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 19 of 34 7 Detail how awarded funding will be utilized, include any in-kind or additional support provided by Visit Atascadero (feel free to attach additional sheets as needed). Event Item Amount Ex. Social Media Ads $2,000 Please include all sources of income that have been secured and those that are being solicited to support event (feel free to attach additional sheets as needed). Income Source Amount Ex. City of Atascadero $2,500 in-kind venue sponsorship B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 20 of 34 8 Please describe your paid advertising and the outlets you plan to utilize. Include the amount you plan to spend with each outlet or provide a copy of your marketing plan. Media Outlet & Geographic Location of advertising Type & Frequency Cost of Advertising Please share your intended public relations outreach. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ How will your organization recognize Visit Atascadero’s support (including but not limited to promotional materials, website, and at the event)? ______________________________________________________________________ ______________________________________________________________________ B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 21 of 34 9 ______________________________________________________________________ ______________________________________________________________________ What opportunities do you plan to offer that specifically promote lodging in Atascadero? ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ Additional Details: ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 22 of 34 10 Rules and Regulations for Event Coordinators •Event coordinators will be held accountable for promoting and advertising the event, including, but not limited to, listing the event on the Visit SLO CAL website (www.slocal.com) within 30 days of Board approval for funding. •Event coordinators will also be held responsible for ensuring the Visit Atascadero logo and branding is used appropriately on any event materials. This includes ensuring the Visit Atascadero logo is visible on event website and marketing collateral within 30 days of Board approval for funding. •Event coordinators should ensure every effort is made to promote the entire Atascadero destination. On the event website, event coordinators should only link to the Visit Atascadero lodging page (www.visitatascadero.com/lodging) and always pay careful attention to never promote specific lodging properties unless individual agreements with those properties have been arranged outside of ATBID activity. •Event coordinators should plan to attend an ATBID Board Meeting following the event to provide a recap presentation which includes attendee numbers, overnight stays, event perception and any other pertinent information for the Board. •Visit Atascadero must be offered logo promotion opportunity (ex. Visit Atascadero logo included on event marketing materials like glassware) if event support from the ATBID Board totals $7,500 or more. •Please also reference the Expectations of Event Organizer by Tier to ensure you are correctly and accurately recognizing Visit Atascadero’s support. It is the responsibility of the event organizer to follow up with Visit Atascadero for necessary branding pieces needed to fit the promotion requirements. B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 23 of 34 11 ***Please include a detailed event budget and marketing strategy. Feel free to attach additional information for consideration with application. ***You must submit copies of additional required documents two weeks prior to event. The Atascadero TBID Board reserves the right to withdraw funding if the appropriate documents are not obtained for the event. You must acknowledge and agree to the rules and regulations on Page 10. IMPORTANT: Future ATBID event sponsorship funding requests may be affected should any discrepancies, including, but not limited to, event application, planning, marketing materials or website, be brought to ATBID’s attention. Cancellation Policy: Should the event not take place as presented and scheduled; event coordinators are required to reimburse the ATBID for sponsorship support. If the event is cancelled by the Event Coordinator because of sickness, accidents, riots, strikes, epidemics, inclement weather, acts of God, or any other legitimate conditions beyond either party’s control, the Event Coordinator agrees to provide a financial report showing the current status of funds used. The ATBID Board will follow the official event cancellation protocol and will determine the fund quantity to either be refunded or rolled forward to future events based on the financial report. Applicant Signature __________________________ Date ___________ In case of questions or the need for clarification, please contact Destination Management Consultant, Hanna Meisinger at hmeis@bigredmktg.com. B-2ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 24 of 34 ITEM NUMBER: B-3 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Cancelled Event Updates RECOMMENDATION: Discuss and provide staff direction for the cancelled events that received sponsorship funding. DISCUSSION: Due to the COVID-19 pandemic, many events had to cancel or reschedule. Recognizing the concern for the return of sponsorship funds that could not be used, the Atascadero TBID Board set an official protocol for event cancellations. The protocol calls for event management to provide a financial review of the funds they received. The two events that received their event sponsorship funding before the event was cancelled are the following: •Central Coast Cider Festival Sponsorship: $15,000, Date Paid: November 26, 2019 •Central Coast Craft Beer Festival – March 28, 2020 (rescheduled to June 20, 2020 and rescheduled again to October 24, 2020) Sponsorship: $5,000, Date Paid: February 21, 2020 The Board will review the financial reports and determine next steps for each event. FISCAL IMPACT: None. ATTACHMENTS: None. Page 25 of 34 ITEM NUMBER: B-4 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Big Red Marketing Meeting Roles RECOMMENDATION: Receive and file Big Red Marketing Meeting Roles. DISCUSSION: During the September 16, 2020 ATBID Board Meeting, an AdHoc Committee was appointed, consisting of Chairperson O’Malley and Board Member Sohi, to discuss options to reduce operating costs of the Atascadero TBID. The AdHoc Committee met virtually on September 28, 2020 to discuss the Destination Management roles and areas to reduce staff responsibilities, particularly in regard to Board Meeting preparation. The AdHoc Committee requested that Big Red Marketing present their roles to prepare the Board Meetings with the Atascadero TBID Board. FISCAL IMPACT: None. ATTACHMENTS: None. Page 26 of 34 ITEM NUMBER: B-5 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Quarterly Marketing Statistics RECOMMENDATION: Receive and file Quarterly Marketing Statistics. DISCUSSION: During the months of September and October, Verdin shared three "Atascadero Backstage Pass" social videos. We received 2,592 impressions for these three videos, which illustrate the continued success of this series. The first social takeover campaign was shared on October 29, highlighting The ARTery through videos and photos posted on Visit Atascadero's Instagram story. The posts received 3,357 impressions throughout the day. An e-newsletter was sent out in September to encourage safe travel and promote fall activities. Social media remains the primary marketing channel at this time. We will continue to work closely with our partners and introduce new marketing tactics as travel begins to increase. FISCAL IMPACT: None. ATTACHMENTS: 1.September/October Stat Summary Page 27 of 34 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM SEPTEMBER STAT SUMMARY ATASCADERO TBID October 5, 2020 WEBSITE TRAFFIC Page Views: 7,370 vs. 24,828 (-70%) New Visitors: 2,723 vs. 13,813 (-80%) Sessions: 3,307 vs. 16,605 (-80%) Mobile Views: 1,572 (-87%) Desktop Views: 1,171 (-41%) PPV (Page Per Visit): 2.23 (+59%) TOS (Time on Site): 001:18 (+130%) ACQUISITION Social: 162 (-98%) Direct: 739 (-79%) Organic: 1,622 (-31%) Referral: 353 (-54%) GEOGRAPHIC REFERRALS Atascadero: 385 (-58%) Los Angeles: 334 (-88%) Paso Robles: 281 (-32%) San Francisco: 297 (-72%) San Luis Obispo: 102 (-52%) Arroyo Grande: 44 (-73%) San Jose: 61 (-10%) Fresno: 29 (-89%) Morro Bay: 27 (-40%) Ashburn: 71 (+29%) Sacramento: 27 (-84%) PAGE VIEWS Home: 979 (-56%) Things to Do: 713 (-48%) Events: 549 (-84%) Parks: 397 (-22%) Brew @ Zoo: 301 (new) Hike/Bike: 264 (+116%) SOCIAL MEDIA ANALYTICS FACEBOOK Facebook Fans: 6,700 Impressions: 9,907 Organic: 9,774 Paid: 0 Reach: 8,074 Engagements: 229 Top Post: Atascadero Sunset Reach: 409 Main audience: Women, 35+, SLO County & Central Valley WEB ANALYTICS (2020 vs. 2019) INSTAGRAM AND TWITTER Instagram Followers: 2,875 New Followers: 11 Likes received: 623 Comments received: 13 Main audience: Women 35-44 Twitter Followers: 317 Engagements: 44 Main audience: Men ages 35-44 B-5ITEM NUMBER: DATE: ATTACHMENT:11/18/2020 1 Page 28 of 34 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM 2 OCTOBER STAT SUMMARY November 3, 2020 WEB ANALYTICS (2020 vs. 2019) WEBSITE TRAFFIC Page Views: 6,961 vs. 18,142 (-62%) New Visitors: 2,387 vs. 10,305 (-77%) Total Sessions: 2,874 vs. 12,340 (-77%) Mobile Views: 1,471 (-80%) Desktop Views: 938 (-66%) PPV (Page Per Visit): 2.42 (+65%) TOS (Time on Site): 001:32 (+179%) ACQUISITION Social: 118 (-95%) Direct: 453 (-89%) Organic: 1,747 (-26%) Referral: 206 (-89%) GEOGRAPHIC REFERRALS Atascadero: 401 (-53%) Los Angeles: 284 (-81%) Paso Robles: 281 (-44%) San Francisco: 267 (-58%) San Luis Obispo: 78 (-65%) San Jose: 57 (+16%) San Diego 32 (-87%) Sacramento: 28 (-84%) Arroyo Grande: 26 (-41%) Fresno: 25 (-84%) PAGE VIEWS Things to Do: 790 (-20%) Events: 614 (-62%) Home: 582 (-41%) Parks: 383 (-19%) Downtown: 292 (-54%) SOCIAL MEDIA ANALYTICS FACEBOOK Facebook Fans: 6,706 Impressions: 76,737 Organic: 16,197 Paid: 60,230 Engagements: 10,923 Reach: 26,388 INSTAGRAM AND TWITTER Instagram Followers: 2,910 New Followers: 33 Likes received: 1,105 Comments received: 22 Twitter Followers: 316 Engagements: 59 The September e-blast was sent out on Wednesday, Sept. 3 at 2:00 p.m. The content focused on responsible travel and safe fall activities. •Open Rate: 29.4% •Click-Through Rate: 1.9% •Total Opens: 707 E-NEWSLETTER ANALYTICS B-5ITEM NUMBER: DATE: ATTACHMENT:11/18/2020 1 Page 29 of 34 t (805) 541-9005 f (805) 541-9007 3580 Sacramento Drive #110, San Luis Obispo, CA 93401 VERDINMARKETING.COM SOCIAL TAKEOVER CAMPAIGN This month, Verdin launched the first local business Instagram story takeover. Videos and photos from The ARTery were published on the Instagram story throughout the day on Thursday, October 29. We utilized the assets sent over from The ARTery staff to share a behind-the-scenes look at this local business. Below are the results from the posts. Social Takeover Results This post included 4 videos and photos throughout the day on Oct. 29. Clicks: 1,249 Impressions: 3,357 Average Reach per Story: 126 Story Replies: 7 ATASCADERO BACKSTAGE PASS SERIES As part of the recovery plan, Verdin is creating five videos highlighting off-the-beaten-path outdoor experiences that visitors can enjoy. To date, Verdin has completed three backstage pass videos featuring hiking along Los Lomas trail and Three Bridges Oak Preserve and biking through the Garden Farms neighborhood. Below are the results: SOCIAL MEDIA ACTIVITES Backstage Pass Results We have posted three videos within the months of September and October. Story Taps Forward: 1,745 Impressions: 2,592 Average Reach per Story: 157 Story Replies: 6 B-5ITEM NUMBER: DATE: ATTACHMENT:11/18/2020 1 Page 30 of 34 ITEM NUMBER: B-6 DATE: 11/18/2020 ADVISORY BOARD FOR THE ATASCADERO TOURISM BUSINESS IMPROVEMENT DISTRICT Staff Report Quarterly Detailed Budget Report RECOMMENDATION: Receive and file Quarterly Detailed Budget Report. DISCUSSION: The 2020/21 Fiscal Year Budget shows all expenditures through September 30, 2020. The detailed report shares updates in TOT Reporting and revenue. FISCAL IMPACT: None. ATTACHMENTS: 1.2020/21 ATBID Budget 2.Fund Summary Report 3.TOT Report Page 31 of 34 GL # REVENUE PROJECTIONS July August September Actuals Budget 1100 2% BID Revenue July 2020 - June 2021 67,286.00$ $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$ 750.00$ 2,250.00$ $9,375.00 2106 Verdin 885.90$ 2,002.90$ 1,288.30$ 4,177.10$ $18,200.00 2200 ATBID Management $20,812.00 8.01% 2201 Board Management & Coordination 850.00$ 1,200.00$ $845.00 2,895.00$ $8,625.00 2202 Financial Management 500.00$ 500.00$ 500.00$ 1,500.00$ $8,512.00 2203 Strategy 280.00$ 280.00$ 900.00$ 1,460.00$ $3,675.00 2204 COVID 1,000.00$ 1,000.00$ $0.00 2300 Visual Assets and Branding $23,000.00 8.85% 2301 Photography & Video $0.00 2302 Creative Services - Verdin Scope 1,306.10$ 1,816.50$ 1,202.40$ 4,325.00$ $23,000.00 2303 Creative Services - Out of Scope 245.50$ 245.50$ $0.00 2304 Promotional Items & Visit Atascadero Brochure $0.00 2400 Digital Marketing $23,480.00 9.04% 2401 Website Updates 129.80$ 47.95$ 177.75$ $780.00 2402 Social Media contest hard costs $200.00 2403 Social Media/Contest Management 1,579.20$ 1,560.60$ 1,379.90$ 4,519.70$ $18,800.00 2404 E-Newsletter 41.99$ 41.99$ 611.29$ 695.27$ $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$ $10,000.00 2503 Verdin Media Retainer 128.00$ 128.00$ $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 $30,000.00 2802 Management of Event Sponorship 300.00$ 450.00$ 400.00$ 1,150.00$ $5,000.00 2900 Recovery Plan $40,000.00 15.40% 2901 Social Videos 960.80$ 792.70$ 1,753.50$ $10,000.00 2902 Social Takeover Management 302.10$ 244.10$ 546.20$ 2903 Recovery Campaigns/Giveaways $10,000.00 2904 Public Relations Tactics 465.60$ 87.00$ 552.60$ $5,000.00 2905 Partnership Programs $10,000.00 2906 Signage $5,000.00 TOTAL EXPENSES 8,088.59$ 9,951.89$ 10,335.14$ 28,375.62$ $259,753.00 Cash Reserves $58,000.00 Funds Unallocated $270,517.00 Total Budget $588,270.00 ATBID 2020/21 BUDGETED P&L B-6ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 1 Page 32 of 34 11/11/20 FUND TYPE 235 Special Revenue YTD ACTUAL* ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL*2020-2021 BUDGETED 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 through 9/30/2020 2020-2021 REVENUES 41530.6300 Taxes and Assessments 162,036$ 241,078$ 267,507$ 275,295$ 278,184$ 224,609$ 67,286$ 326,770$ 45920.0003 Assessment Penalties - - - - - 133 - - 46110.0000 Investment Earnings 2,068 5,458 724 1,580 9,631 10,720 - 4,670 Total Revenue 164,104 246,536 268,231 276,875 287,815 235,462 67,286 331,440 EXPENSES 6050000 Office Expense - 5,164 - - - - - 1,000 6070000 Advertising 3,450 86,914 91,005 144,521 178,720 120,110 1,559 160,000 6400000 Operating Supplies - 1,217 120 - - - - 500 6500000 Contract Services 26,173 105,314 138,414 172,938 143,482 120,525 26,572 151,250 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 2,246 673 3,270 Total Expenses 31,243 206,020 232,639 323,636 325,408 242,881 28,803 316,450 NET INCOME/(LOSS)132,861 40,516 35,592 (46,761) (37,593) (7,419) 38,483 14,990 BEGINNING AVAILABLE BALANCE 156,472 289,333 329,849 365,441 318,679 281,086 273,667 256,830 ENDING AVAILABLE BALANCE 289,333$ 329,849$ 365,441$ 318,679$ 281,086$ 273,667$ 312,150$ 271,820$ *Actual numbers are unaudited, not yet finalized and are subject to change Atascadero Tourism Business Improvement District (ATBID) Fund B-6ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 2 Page 33 of 34 City of Atascadero Tourism Report Transient Occupancy Tax Revenues Jul-Sep Oct-Dec Jan-Mar Apr-Jun 1ST QTR 2ND QTR 3RD QTR 4TH QTR TOTAL Fiscal Year 2014 254,557.46$ 158,389.32$ 134,033.44$ 232,385.37$ 779,365.59$ Fiscal Year 2015 262,246.00$ 171,527.07$ 204,920.33$ 261,362.41$ 900,055.81$ Fiscal Year 2016 387,196.75$ 260,522.61$ 234,591.13$ 359,952.40$ 1,242,262.89$ Fiscal Year 2017 441,814.34$ 259,716.23$ 236,432.90$ 399,564.75$ 1,337,528.22$ Fiscal Year 2018 446,835.24$ 307,035.82$ 237,705.86$ 384,921.01$ 1,376,497.93$ Fiscal Year 2019 442,255.82$ 305,426.85$ 236,855.54$ 406,434.26$ 1,390,972.47$ Fiscal Year 2020 454,062.15$ 325,569.25$ 207,088.63$ 136,898.64$ 1,123,618.67$ Fiscal Year 2021 336,646.30$ B-6ITEM NUMBER: DATE: ATTACHMENT: 11/18/2020 3 Page 34 of 34