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HomeMy WebLinkAboutCC 2025-05-13_10a TBID PH to Levy Annual Assessment and FY 25-26 BudgetItem 10.a. MEMORANDUM TO: City Council FROM: Sheridan Bohlken, Director of Recreation Services SUBJECT: Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget DATE: May 13, 2025 RECOMMENDATION: 1) Conduct a public hearing to receive public comment and protests regarding the City Council’s intention to continue the Arroyo Grande Tourism Business Improvement District (AGTBID), confirm the annual report (the “Annual Report”), and levy an annual assessment for FY 2025-26; 2) Determine if a majority protest has been received; if no majority protest has been received, adopt a Resolution confirming the Annual Report and assessment to be levied within the AGTBID for Fiscal Years 2025-26; 3) Adopt a Resolution approving the FY 2025-26 operating budget for the AGTBID ; and 4) Determine that conducting a public hearing to adopt a Resolution confirming the Annual Report and to levy and collect assessments, and adopting a Resolution to approve the AGTBID operating budget is not subject to the California Environmental Quality Act (“CEQA”) because it has no potential to result in either a direct, or reasonably foreseeable indirect, physical change in the environment. (State CEQA Guidelines, §§ 15060 (c)(2) and (3), 15378.) IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: Based on the anticipated year-end results for Fiscal Year 2024-25, the assessments expected to be collected total approximately $298,700 for FY 2025-26. The AGTBID budget provides $5,000 to the City to cover a portion of the City’s cost associated with supporting a Community Services Specialist position for vacation rental code compliance. The AGTBID budget also provides $45,000 to the City for administration of the AGTBID. The budget proposes $461,850 in expenditures consistent with the FY 2024-25 AGTBID operating budget, and aims to spend down the assessment’s fund balance, projected to be $132,955 at the conclusion of FY 2025-26. BACKGROUND: In May 2013, the City Council adopted Ordinance No. 651 establishing the AGTBID. The purpose of forming the AGTBID was to provide revenue to defray the cost of services, Page 129 of 504 Item 10.a. City Council Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget May 13, 2025 Page 2 activities, and programs promoting lodging businesses in the AGTBID through the promotion of scenic, recreational, cultural, and other attractions as a tourist destination. An assessment is levied on all lodging businesses, inclusive of vacation rentals an d homestays less than 30 days, within the AGTBID boundaries and is based upon two percent of the rent charged by the operator to the visitor per occupied room per night for all transient occupancies. Pursuant to the Streets and Highways Code (SHC) and AGMC Section 3.46.100, the City Council established the AGTBID Advisory Board and, in April 20231, updated the by-laws to appoint one member per Council Member to advise on the administration and use of funds benefiting the lodging industry. As required by the SHC Section 36533 the Advisory Board submitted an Annual Report prepared by Commune Communication (Attachment 3), which was approved by the City Council on March 25, 20252. In accordance with AGMC Section 3.46.060 and SHC Section 36534 the Council adopted a Resolution of Intention to levy the annual assessment and set a public hearing for May 13, 2025, to receive any protests regarding the AGTBID’s continuation. At the AGTBID Board meeting on April 28, 20253, the AGTBID Board recommended approval of a preliminary budget for FY 2025-26. AGTBID activities are funded through assessments, which must be used exclusively for marketing and administration of the AGTBID. Unused funds may be carried over to subsequent years if used in acco rdance with the ordinance. The City Council considers recommendations from the AGTBID Advisory Board regarding the use of assessment revenues. ANALYSIS OF ISSUES: Public Hearing to Continue Levying Assessment As noted above, following approval of the Annual Report and adoption of the Resolution of Intent to Levy the Assessment, the next step in the process for collecting assessments for FY 2025-26 is to conduct a public hearing to consider public comment and pr otests regarding the assessment. This public hearing will allow lodging businesses subject to the assessment an opportunity to submit comments, voice concerns, and protest the assessment. As set forth in Sections 36524 and 36525 of the S HC, the City Council has the ability to continue to levy the AGTBID assessment for the next fiscal year at this public hearing, unless written protests are received from the lodging businesses that pay 50% or more of the proposed assessments. In that event, the City Council cannot consider continuation of the AGTBID for at least one year. If the required number of written protests is not received, SHC Section 36535 provides that at the conclusion of the hearing, a Resolution levying an annual assessment for the AGTBID for FY 2025-26 may be adopted. The statute further provides that the adoption of the Resolution confirming the Annual Report and assessments constitutes the levy of the assessment for the fiscal year. 1 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=6427 2 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=14198 3 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=14401 Page 130 of 504 Item 10.a. City Council Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget May 13, 2025 Page 3 Fiscal Year 2025-26 Operating Budget The proposed AGTBID budget for the upcoming fiscal year maintains the same funding levels as the previous year across all categories. This approach reflects a consistent commitment to supporting core programs and services, including advertising, public relations, and administrative support. Maintaining the existing budget allows the AGTBID to continue promoting Arroyo Grande as a tourism destination without disruption, while preserving fiscal stability with a projected fund balance of $132,955 at the end of FY 2025 -26. In alignment with the Streets and Highways Code, this ensures that assessment funds are used to directly benefit the lodging businesses that pay into the district through destination marketing and promotional activities. Consistent with Visit California’s call to “lean in” during times of economic uncertainty and external challenges such as tariffs, and in support of messaging from the Central Coast Tourism Council, this strategy affirms that Arroyo Grande—and California more broadly—remain open for business and welcoming to visitors. It reflects a responsible and sustainable approach to leveraging available resources in support of AGTBID’s mission while reinforcing the regional and statewide tourism brand. The proposed budget strategically draws down the existing f und balance by temporarily exceeding annual revenues, with the goal of aligning future expenditures with projected income. This measured approach ensures responsible use of funds while continuing to support the promotion of Arroyo Grande’s lodging industry. Ongoing market evaluation will guide future planning. Page 131 of 504 Item 10.a. City Council Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget May 13, 2025 Page 4 Beginning Fund Balance $ 328,350 $ 405,833 $ 436,489 $ 438,185 $ 295,355 Revenue FY 2021-22 Actuals FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Proposed Budget TBID Assessments $ 295,271 $ 303,626 $ 281,764 $ 318,270 $ 298,700 Interest (5,257) 4,078 17,990 750 750 Total Revenue $ 290,014 $ 307,704 $ 299,754 $ 319,020 $ 299,450 Expenditures FY 2021-22 Actuals FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Proposed Budget Advertising Marketing Services $ 144,762 $ 196,254 $ 218,340 $ 250,000 $ 250,000 Photo/Video Assets 10,000 11,595 1,890 25,000 25,000 Promotional Product - - 600 5,000 5,000 Website 7,765 16,695 - - - Travel and Trade Shows - - - 7,500 7,500 Coop Advertising - - 14,400 50,000 50,000 Sub-total Advertising $ 162,527 $ 224,544 $ 235,230 $ 337,500 $ 337,500 Contractual Services Short-term compliance $ - $ - $ 11,350 $ 11,350 $ 11,350 Chamber - Contract admin. 42,000 44,500 - - - Sub-total Contractual Services $ 42,000 $ 44,500 $ 11,350 $ 11,350 $ 11,350 Membership & Subscriptions CCTC $ - $ - $ 475 $ 500 $ 500 Sub-total Membership & Subs. $ - $ - $ 475 $ 500 $ 500 Public Relations Event Sponsorships - - 1,000 50,000 50,000 Influencers - - - 10,000 10,000 Sub-total Public Relations $ - $ - $ 1,000 $ 60,000 $ 60,000 Services & Supplies City - administrative $ 3,000 $ 3,000 $ 45,000 $ 45,000 $ 45,000 Supplies/Domains - - - 2,500 2,500 Vacation rental code compliance 5,004 5,004 5,004 5,000 5,000 Sub-total Services & Supplies $ 8,004 $ 8,004 $ 50,004 $ 52,500 $ 52,500 Total Expenditures $ 212,531 $ 277,048 $ 298,059 $ 461,850 $ 461,850 Ending Fund Balance $ 405,833 $ 436,489 $ 438,185 $ 295,355 $ 132,955 Page 132 of 504 Item 10.a. City Council Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget May 13, 2025 Page 5 ALTERNATIVES: The following alternatives are provided for the Council’s consideration: 1. 1) Conduct a public hearing to receive public comment and protests regarding the City Council’s intention to continue the AGTBID, confirm the Annual Report, and levy an annual assessment for FY 202 5-26; 2) Determine whether a majority protest has been received: If a majority protest is not achieved: a) Adopt a Resolution confirming the Annual Report and levying an annual assessment for the AGTBID for FY 2025-26; b) Adopt a Resolution approving the FY 202 5-26 operating budget for the AGTBID; and c) Determine that conducting a public hearing to adopt a resolution to levy and collect assessments and adopting a resolution to approve the AGTBID operating budget are not subject to the California Environmental Quality Act (“CEQA”) because it has no potential to result in either a direct, or reasonably foreseeable indirect, physical change in the environment. (State CEQA Guidelines, §§ 15060, subd. (b)(2)-(3), 15378.); If a majority protest is achieved: a) Do not adopt the Resolution levying an annual assessment for the AGTBID for FY 2025-26; b) Do not adopt the Resolution approving the FY 2025-26 Budget; and c) Direct staff to return next year with an item to consider whether to levy the assessment in FY 2026-27; or 2. Provide other direction to staff. ADVANTAGES: Levying the annual assessment will enable the City to extend the AGTBID, which provides a mechanism to generate funding to promote lodging stays and tourism in the City. These efforts, in turn, increase transient occupancy tax revenue and supports local businesses. Approving the AGTBID FY 2025-26 operating budget will allow the continuation of the momentum of the Visit Arroyo Grande’s tourism marketing efforts, and to fund anticipated additional marketing opportunities. DISADVANTAGES: Levying the assessment will continue to impose a cost to tourists and visitors to Arroyo Grande who pay the assessment. There are no other disadvantages identified by levying the assessment for another year. There are no disadvantages identified with adopting the Resolution to adopt the AGTBID FY 2025-26 operating budget. ENVIRONMENTAL REVIEW: No environmental review is required for this item. Page 133 of 504 Item 10.a. City Council Tourism Business Improvement District Public Hearing to Levy Annual Assessment and FY 2025-26 Budget May 13, 2025 Page 6 PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City’s website in accordance with Government Code Section 54954.2. ATTACHMENTS: 1. Resolution for TBID Assessment 2. Resolution for FY 2025-26 Budget 3. Annual Report 4. Resolution 2025-019 Page 134 of 504 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE CONFIRMING THE ANNUAL REPORT AND ASSESSMENT TO BE LEVIED WITHIN THE ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT DISTRICT FOR THE FISCAL YEAR 2025-26 WHEREAS, on March 25, 2025, the City of Arroyo Grande (the “City”) City Council (the “City Council”) adopted Resolution 2025-019 initiating proceedings for the continued collection of assessments for Fiscal Year 2025-2026 for the Arroyo Grande Tourism Business Improvement District (the “District”) pursuant to the Parking and Business Improvement Area Law of 1989 (“PBIAL”), commencing with section 36500 et seq. of the Streets and Highway Code; and WHEREAS, the District was established in May 2013 and incorporated into the Arroyo Grande Municipal Code (“AGMC”) under Chapter 3.46; and WHEREAS, the AGMC and the PBIAL require the Advisory Board to prepare and submit an annual report (“Annual Report”) stating improvements , activities, and assessments for the fiscal year; and WHEREAS, on March 13, 2025, the Advisory Board approved the Annual Report; and WHEREAS, the Advisory Board Annual Report was filed and approved by the Arroyo Grande City Council on March 25, 2025; and WHEREAS, this Resolution is not subject to the California Environmental Quality Act (CEQA) because it will not result in a direct, or reasonably foreseeable indirect, physical change in the environment (State CEQA Guidelines, §§ 15060 (c)(2) and (3), 15378). NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Arroyo Grande as follows: 1. All recitals set forth above, are true, correct and incorporated herein. 2. Following notice duly given by publication, the City Council has held a public hearing regarding the approval of the Annual Report and levy of the proposed assessment within the District for the fiscal year commencing July 1, 2025, and ending June 30, 2026, to pay for the costs and expenses of activities and programs promoting lodging businesses in the District through the promotion of scenic, recreational, cultural, and other attractions in the District as a tourist destination, and as further set forth in ACMG Section 3.46.030 (the “Activities”). All interested persons were afforded the opportunity to hear and be heard regarding protests, and objections have been considered by the City Council. Page 135 of 504 RESOLUTION NO. PAGE 2 3. The City Council hereby confirms the Annual Report and assessment for Fiscal Year 2025-2026 and orders the continued provision of the Activities within the District. 4. The assessment is proposed to be levied on all “lodging” businesses in the District, as that term is defined in AGMC section 3.46.020, and allocated by the City. 5. The assessment shall be based upon two percent (2%) of the rent charged by the operator per occupied room per night for all transient occupancies and shall be collected quarterly and is hereby approved. 6. The adoption of this Resolution constitutes the levy of the assessment for fiscal year 2025-26. 7. This Resolution shall become effective immediately upon its adoption. On motion of Council Member , seconded by Council Member , and on the following roll call vote, to wit: AYES: NOES: ABSENT: the foregoing Resolution was passed and adopted this 13th day of May, 2025. Page 136 of 504 RESOLUTION NO. PAGE 3 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: MATTHEW DOWNING, CITY MANAGER APPROVED AS TO FORM: ISAAC ROSEN, CITY ATTORNEY Page 137 of 504 ATTACHMENT 2 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE ADOPTING THE FISCAL YEAR 2025-26 BUDGET FOR THE ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT DISTRICT WHEREAS, on February 26, 2013, the City Council adopted Resolution No. 4516 establishing the Advisory Board (“Advisory Board”) to the Arroyo Grande Tourism Business Improvement District (“AGTBID” or “District”); and WHEREAS, on May 14, 2013, the City Council adopted Ordinance No. 651 establishing the AGTBID; and WHEREAS, the purpose of the Advisory Board is to consult with and advise the City Council on those matters dealing with the method and basis of levying assessments within the AGTBID; expenditures of revenues derived from such assessments; and programs, services, improvements, and activities intended to promote lodging establishments within the District; and WHEREAS, on March 13, 2025, the Advisory Board approved the FY 2025-26 AGTBID annual report (the “Annual Report”); and WHEREAS, on March 25, 2025, the City Council approved the Advisory Board’s Annual Report and adopted a Resolution of Intention to levy and collect assessments for the 2025-26 fiscal year and to set a date for a public hearing for May 13, 2025; and WHEREAS, on May 13, 2025, the City Council adopted a Resolution confirming the Annual Report and levying an annual assessment for the AGTBID for the 2025 -26 fiscal year; and WHEREAS, the budget recommendations attached hereto as Exhibit A are based upon City revenue projections and will fund a work plan that meets the objectives, goals, and responsibilities of the AGTBID. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Arroyo Grande, as follows: 1. The foregoing recitals are true and correct and are incorporated herein. 2. The City Council hereby adopts the FY 2025-26 budget for the Arroyo Grande Tourism Business Improvement District attached hereto as Exhibit A. Page 138 of 504 RESOLUTION NO. PAGE 2 On motion of , seconded by , and on the following roll call vote, to wit: AYES: NOES: ABSENT: the foregoing Resolution was passed and adopted this 13rd day of May, 2025. Page 139 of 504 RESOLUTION NO. PAGE 3 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: MATTHEW DOWNING, CITY MANAGER APPROVED AS TO FORM: ISAAC ROSEN, CITY ATTORNEY Page 140 of 504 RESOLUTION NO. PAGE 4 EXHIBIT A Beginning Fund Balance 328,350$ 405,833$ 436,489$ 438,185$ 295,355$ FY 2021-22 Actuals FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Proposed Budget TBID Assessments 295,271$ 303,626$ 281,764$ 318,270$ 298,700$ Interest (5,257) 4,078 17,990 750 750 Total Revenue 290,014$ 307,704$ 299,754$ 319,020$ 299,450$ Expenditures FY 2021-22 Actuals FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Proposed Budget Advertising Marketing Services 144,762$ 196,254$ 218,340$ 250,000$ 250,000$ Photo/Video Assets 10,000 11,595 1,890 25,000 25,000 Promotional Product - - 600 5,000 5,000 Website 7,765 16,695 - - - Travel and Trade Shows - - - 7,500 7,500 Coop Advertising - - 14,400 50,000 50,000 Sub-total Advertising 162,527$ 224,544$ 235,230$ 337,500$ 337,500$ Contractual Services Short-term compliance -$ -$ 11,350$ 11,350$ 11,350$ Chamber - Contract admin. 42,000 44,500 - - - Sub-total Contractual Services 42,000$ 44,500$ 11,350$ 11,350$ 11,350$ Membership & Subscriptions CCTC -$ -$ 475$ 500$ 500$ Sub-total Membership & Subs.-$ -$ 475$ 500$ 500$ Public Relations Event Sponsorships - - 1,000 50,000 50,000 Influencers - - - 10,000 10,000 Sub-total Public Relations -$ -$ 1,000$ 60,000$ 60,000$ Services & Supplies City - administrative 3,000$ 3,000$ 45,000$ 45,000$ 45,000$ Supplies/Domains - - - 2,500 2,500 Vacation rental code compliance 5,004 5,004 5,004 5,000 5,000 Sub-total Services & Supplies 8,004$ 8,004$ 50,004$ 52,500$ 52,500$ Total Expenditures 212,531$ 277,048$ 298,059$ 461,850$ 461,850$ Ending Fund Balance 405,833$ 436,489$ 438,185$ 295,355$ 132,955$ Revenue Page 141 of 504 ARROYO GRANDE, CA TBID Annual Report 2024-2025 ATTACHMENT 3 Page 142 of 504 22024-2025 ANNUAL REPORT ARROYO GRANDE, CA TABLE OF CONTENTS Overview and Goals Updated Strategic Plan Communications Strategy Geography Completed Initiatives New Campaign Results to Date Roadmap 03 06 09 13 15 18 22 31 1 2 3 4 5 6 7 8 Page 143 of 504 32024-2025 ANNUAL REPORT ARROYO GRANDE, CA OVERVIEW & GOALS 2 Page 144 of 504 42024-2025 ANNUAL REPORT ARROYO GRANDE, CA Gregory Dutson Board Member 8/22/2023 1/31/2025 Sarah Kunkle Vice Chair 8/22/2023 1/31/2027 OVERVIEW & GOALS Advisory Body The Arroyo Grande Tourism Business Improve- ment District (AGTBID) has a plan in motion to reach travelers whose interests and behaviors align with the genuine experiences found in our area. These travelers are ready to dis- cover the magic of Arroyo Grande—a town differentiated by its charming atmosphere, striking scenery, and access to some of the Central Coast’s most sought-after experienc- es. The AGTBID Advisory Board is made up of representatives from the local community, lodging, or hospitality-related businesses in Arroyo Grande appointed by the City Council. The TBID helps to promote Arroyo Grande as a travel destination and is funded by a 2% assessment charged by hotels and Short Term Rentals (STRs) for this purpose. The AGTBID Advisory Board consists of in- dividuals with expertise in the lodging and tourism industry, including owners of lodging businesses within the AGTBID. These members are appointed by the City Council and play a vital role in promoting Arroyo Grande as a travel destination. Name Sean Dasmann Chair 8/22/2023 1/31/2025 Jeannie Miranda Board Member 8/22/2023 1/31/2027 Jared Worthen Board Member 8/22/2023 1/31/2025 Position Orig. Term Exp. Term Page 145 of 504 52024-2025 ANNUAL REPORT ARROYO GRANDE, CA Marketing Objectives Communications Goal Arroyo Grande TBID’s plan to increase tourism involves expanding to new audiences while driving greater differentiation and distinctiveness: We need to ignite a spark that makes people want to visit our area, while giving them a clear reason to choose Arroyo Grande over all the other options available. Attract new visitors from top feeder markets by inspiring a new audience to consider SLO and Arroyo Grande as a vacation destination. Increase Arroyo Grande’s share of overnight stays among visitors to the 5 cities and SLO County by creating a distinctive proposition and voice for Arroyo within the broader region. 1 2 Page 146 of 504 62024-2025 ANNUAL REPORT ARROYO GRANDE, CA STRATEGIC PLAN 2 Page 147 of 504 72024-2025 ANNUAL REPORT ARROYO GRANDE, CA STRATEGIC PLAN This updated Visit Arroyo Grande strategic plan retains the core positioning and objectives, but puts a greater focus on paid media outreach, driving advocacy, and tapping into current travel inspiration trends. Vision Values A thriving community rooted in authentic hospitality and nourished by a strong economy. • Truth • Excellence • Teamwork • Community • Impact To market Arroyo Grande as a desirable travel destination, create memorable experiences and support a prosperous economy and community • Transparent • Forward-thinking • Reliable • Humble • Partners Arroyo Grande TBID is the city’s primary source for destination marketing services and tourism leadership. We are: • Storytellers of the Arroyo Grande tourism experience • Providers of tourism related information and data • Collaborators championing the value of tourism and supporting key tourism drivers • Stewards balancing the benefits of tourism with Arroyo Grande’s quality of life Mission Reputation Position Page 148 of 504 82024-2025 ANNUAL REPORT ARROYO GRANDE, CA Vision • Increase Brand Awareness as a Central California Destination of Choice • Ensure the Quality of our Brand Promise and Visitor Experience • Expand Stakeholder and Community Engagement to Create a Collaborative and Supportive Tourism Industry • Attract new visitors from top feeder markets • Increase share of county visitor volume • Increase number of visitor hours in market • Increase length of stay • Increase advocacy • Inspire repeat visits • Increase representation of lodging partners on the Board • Grow stakeholder participation • Increase resident approval of tourism • Increase paid media efforts targeting larger growth markets • Create a distinctive proposition and voice for Arroyo within the broader region • Introduce new attribution model tying media exposure to increased visitation • Test new media types to elevate exposure to a broader audience • Use social media and influencer marketing to reach travelers where they go for inspiration • Create and market experiences tied to culturally relevant passion areas • Create and promote shareworthy experiences for visitors • Provide visitors with content and materials that help them get the most out of their visit • Create a stakeholder engagement and outreach campaign to educate and promote the value of the TBID to lodging partners • Collaborate with stakeholders to design and expand co-operative marketing programs • Increase the voice of tourism with key governmental, businesses and community decision makers and leaders Mission Initiatives Page 149 of 504 92024-2025 ANNUAL REPORT ARROYO GRANDE, CA COMMUNICATIONS STRATEGY 3 Page 150 of 504 102024-2025 ANNUAL REPORT ARROYO GRANDE, CA COMMUNICATIONS STRATEGY This updated Visit Arroyo Grande strategic plan retains the core positioning and objectives, but puts a greater focus on paid media outreach, driving advocacy, and tapping into current travel inspiration trends. Positioning Statement: There’s Just Something in the Air There are plenty of places to shop, dine, and play on the Central Coast, but there is something different about Arroyo Grande. Whether it’s the charm of the historic downtown, the cozy neighborhood feel, the best weather in the region, or the locals’ passion for their community, AG has a unique, indefinable character that must be experienced to be truly understood. Arroyo Grande is SLO for those in the know. Page 151 of 504 112024-2025 ANNUAL REPORT ARROYO GRANDE, CA Communications Architecture There’s Just Something in the Air What’s AG? Many people in key feeder markets are unaware or have low familiarity with what AG has to offer. Inspire Reach travelers where they go to get inspired, and establish Arroyo Grande as a destination that they aspire to visit. Moments to Share Use social media, programming opportunities in the city, influencer marketing, and broad reach media to create shareable snapshots of AG’s unique charm. Social Media Influencer Marketing Display OOH CTV / Video Why AG? Those who are aware of Arroyo Grande, may not understand what makes us different from other destinations in the area. Convince Connect with interested travelers around shared passions and human sto- rytelling that gives them a reason to discover more about AG. Storytelling Use longer form video, image, and text stories to communicate the unique culture and emerging character of AG, while connecting with shared passions of travelers. Display Organic Social Web How do I do AG? Those who would like to visit may not know where to stay, dine, and play or be exposed to less well- known assets of the city. Capture Make AG travel information and experiences more engaging and easy to discover . For Those in the Know Capture interested travelers with targeted paid media and search, while curating content for different types of travelers in easy-to-navigate digital experiences. Search Display Social Media Web AG has an unique, indefinable character that must be experienced to be truly understood. It’s SLO for those in the know. Page 152 of 504 122024-2025 ANNUAL REPORT ARROYO GRANDE, CA Media Mix FY 2024 Media Mix 33.3% 18.2% 12% 11.8% 9.2% 9.1% 1.9% 34.7% 22.2% 16.7% 12.5% 8.3% 5.6% CTV Organic Social Display Paid Social Pre-Roll E-Newsletter Print CTV/OTT Paid Search Display Banners Paid Social Pre-Roll Interstitials New! New! New! FY 2025 Media Mix Beginning in Q2, we shifted our media mix and marketing activities to prioritize paid media investment targeted to new, potential visitors and de-prioritized marketing activities targeting known audiences and the local community. The media mix is now being optimized towards channels that are effective at driving visitation to Arroyo Grande as tracked by mobile device IDs. Page 153 of 504 132024-2025 ANNUAL REPORT ARROYO GRANDE, CA GEOGRAPHY 4 Page 154 of 504 142024-2025 ANNUAL REPORT ARROYO GRANDE, CA GEOGRAPHY Grow Nurture Focus on expanding visitation from major growth markets while continuing to increase share of Nurture markets High volume markets with lower per-capita visitation, suggesting opportunity for growth Los Angeles San Francisco Sacramento San Diego Low / Mid volume markets with high per-capita visitation, suggesting a high conversion opportunity Fresno Monterey / Salinas Bakersfield San Francisco Sacramento Los Angeles San Diego Fresno Monterey Bakersfield Page 155 of 504 152024-2025 ANNUAL REPORT ARROYO GRANDE, CA COMPLETED INITIATIVES 5 Page 156 of 504 162024-2025 ANNUAL REPORT ARROYO GRANDE, CA COMPLETED INITIATIVES Completed Proposed Activities From FY2024 From April to June, Visit Arroyo completed proposed activities, including a photo and video shoot to support the “Time Well Spent” creative campaign, a Co-Op marketing test with Sojern to measure the economic impact of marketing activity, and previously scheduled blog posts and newsletters. In addition, Arroyo Grande TBID secured ad placement in Edible Magazine (Winter Digital Issue) for illustrated holiday map as well as an influencer partnership with CCTC California Gold Pass Media. In addition to the paid media test with Sojern, and in partnership with Visit SLOCal, Arroyo Grande TBID also executed a variety of marketing programs to help increase visibility for Arroyo Grande with visitors to the region. In Q2, Arroyo Grande hosted Lisa Gipson from San Diego Family Magazine helping generate coverage with the important family traveler demographic. Arroyo Grande was also featured in a recent episode of Visit SLOCals “Unpacking” social media video series. Arroyo Grande secured placement with ads in Visit SLOCal’s visitor magazine, the South County Chamber of Commerce Visitor’s magazine, and Sunset magazine, which are distributed across the region. Lastly, our own Swinging Bridge and Lopez Lake are featured in a custom SLOCaledition of the Monopoly board game, which is for sale online and retailers across the region. Arroyo Grande TBID’s owned media work focused on maintaining an active social media presence, including event promotions, holiday celebrations, and emergency response messaging for the LA fires. The AGTBID created a new video for the Visit California Welcome Center, and launched a talent search campaign to source local ambassadors. Arroyo Grande TBID collaborated with Visit SLO CAL and Visit California, covering topics including “What’s New in 2025”, “New Year’s Eve Celebrations”, and the “CA Calendar.” Arroyo Grande TBID participated in Visit SLO CAL Travel & Tourism Customer Service Training and supported the CCTC Fam Trip Influencer with Discover California. $24,500 was approved for local event sponsorships and the AGTBID developed merchandise for distribution as stickers and tote bags. Page 157 of 504 172024-2025 ANNUAL REPORT ARROYO GRANDE, CA Hired new marketing agency In Q2 of FY2025, Arroyo Grande TBID engaged Commune Communication as their new agency of record for marketing communications. Since the initial kickoff, the AGTBID has been working with Commune to develop a refreshed marketing strategy, including a more distinctive brand positioning and creative voice, a revised marketing strategy, as well as a new attribution model for marketing effectiveness and optimization. Launched new paid media strategy and attribution model The first step of the transition to a new marketing strategy was the rapid implementation of a revised media mix and data attribution strategy. Marketing activities have been re-prioritized with a heavier emphasis on paid channels and awareness building activities that target potential visitors from Arroyo Grande’s top feeder markets. Using location-based, mobile ID data, AGTBID and Commune identified top markets both in terms of volume and per capita visitation. Paid efforts launched immediately in November to begin driving visitation activity from top feeder markets, as well as beginning to collect visitation data to inform future marketing efforts. In an effort to prioritize reach and paid media exposure to new audiences, certain activities like blog posts, newsletters, and organic social media have been de- prioritized as these channels primarily reach existing audiences or the local community. In addition to helping identify key growth opportunities, mobile device ID data is being collected to analyze the performance of paid media efforts at driving incremental visitation to Arroyo Grande and member hotels. Included in this is the addition of Days Inn as part of the lodging options available to potential travelers. An initial report on location visitation was provided to the AGTBID board in February. These findings not only provide valuable benchmarks for future performance, they have led to specific optimization recommendations, including an increased focus on CTV/OTT, as well as an upcoming test of OOH billboards on HWY 101. Developed new campaign concept In an effort to further differentiate Arroyo Grande from other regional destinations, Commune developed a fresh, distinctive tourism campaign concept. The idea, Oddly Familiar, not only captures the unique, authentic charm of Arroyo Grande, it establishes a truly original voice that helps Arroyo Grande not only stand out within the region, it breaks the common conventions of tourism advertising. The campaign uses breakthrough headlines and thought- provoking imagery to inspire curiosity and intrigue, inspiring the uninitiated to find out more about what makes Arroyo Grande the hidden gem of SLO County and to come visit a place where they instantly feel at home. Page 158 of 504 182024-2025 ANNUAL REPORT ARROYO GRANDE, CA NEW CREATIVE CONCEPT 6 Page 159 of 504 192024-2025 ANNUAL REPORT ARROYO GRANDE, CA NEW CREATIVE CONCEPT Strategic Insight Concept 84% of Gen Zers and Millennials are looking for the excitement of discovery and finding something unique and personal. JOMO (Joy of Mission Out): Large cities are impossible to get through in one weekend, maybe even a week, but AG is truly fun sized—allowing visitors to partake in a mix of experiences at a pace that let’s them actually enjoy them. Nearly everywhere we went in Arroyo Grande, locals were quick to welcome us into their world like family—even though we were there for the first time. As visitors from big California cities, this felt a bit…odd. At the same time, Arroyo Grande offers an experience that’s familiar, with farm-to-table fare, outdoor adventure, artisan shopping and cultural events, all packaged with the friendly spirit of a small town. It all made us think, Have we been here before? 1 2 Page 160 of 504 202024-2025 ANNUAL REPORT ARROYO GRANDE, CA From the second you arrive in Arroyo Grande, You feel like this town isn’t just welcoming you in It’s somehow welcoming you back. Even if you’ve never set foot here before. In Arroyo Grande, intuition is your travel guide And familiarity sets the pace. You already know your way around, Even if you don’t quite know how. It’s where first-time visitors are treated like long- time locals, activities are tailor-made for your specific interests, and there’s no learning curve to climb. Every choice feels effortless, every turn feels right, every moment makes perfect sense. Almost as if you’ve lived it all before. And maybe you have— Because an experience this different from the norm, yet this comfortable, can only happen in a place that’s Page 161 of 504 212024-2025 ANNUAL REPORT ARROYO GRANDE, CAPage 162 of 504 222024-2025 ANNUAL REPORT ARROYO GRANDE, CA RESULTS TO DATE 7 Page 163 of 504 232024-2025 ANNUAL REPORT ARROYO GRANDE, CA RESULTS TO DATE Along with a shift in paid media strategy, starting in Q2, we initiated a new attribution model for paid media, allowing us to track the incremental impact of paid placements on visitation to Arroyo Grande and our member hotels. This data uses mobile device IDs to connect exposure to advertising with actual visits to specific locations in Arroyo Grande. This data, along with occupancy and Transit Occupancy Tax reporting provides a more complete picture of Arroyo Grande TBID’s performance, while allowing the marketing team to make smarter decisions about audience targeting, marketing mix, and messaging. *data represents July - December FY 2025 CTR Total Video Impressions Total Digital Impressions Total Clicks Business Results Paid Media 1.56% 2.13 M+ 3.35M+ 54,401 Transit Occupancy Tax (TOT) 2019-2020 $926,026 2022-2023 $1,519,395 2020-2021 $1,016,301 2023-2024 $1,398,882 2021-2022 $1,472,554 2024-2025 $778,800* Page 164 of 504 242024-2025 ANNUAL REPORT ARROYO GRANDE, CA Total Exposed Visits Total Exposed Visits Overall Cost Per Unique Visitor Total Exposed Travel Activities* *includes both searches and bookings for car rentals, flights, lodging, and foot traffic **based on estimated $1,216 per traveler across all activities Total Exposed Unique Visitors Confirmed Overnight Stays Overall Cost Per Exposed Visit Estimated ROAS** Location Visitation Reporting Sojern Co-op Media Test 530 166 $105.53 679 199 13 $40.57 5:1 Location Visitation Reporting (LVR) complements occupancy and TOT data to provide insight into the incremental impact of paid media on visitation to specific locations within Arroyo Grande. These numbers reflect visits resulting from exposure to our paid media efforts, allowing us to track the contribution and effectiveness of those efforts over time, while optimizing key variables like channel mix, messaging, and audience targeting. In addition to Location Visitation Reporting, Arroyo Grande TBID participated in a BETA test campaign with SLOCal to test the economic impact of marketing with media partner, Sojern. Page 165 of 504 252024-2025 ANNUAL REPORT ARROYO GRANDE, CA VisitArroyoGrande.org Results The primary drivers to VisitArroyoGrande.org for FY2024 were paid search and cross-network display ads. Organic search had the highest engagement rate, indicating strong SEO performance and alignment with visitor intent. Source Sessions Engagement Rate Paid Search Cross-Network Organic Search Organic Social Direct 64,139 18.24% 18.82% 57.42% 20.01% 30.53% 36,440 24,212 17,285 10,996 Page 166 of 504 262024-2025 ANNUAL REPORT ARROYO GRANDE, CA Visitation by Location On a per capita basis, Arroyo Grande continues to attract a higher percentage of visitors from our “Nurture” markets and from the Bay Area. The marketing team is exploring opportunities to increase media exposure in LA and the Bay Area to continue capitalizing on growth opportunities in those markets. ALL MARKETS GROWTH MARKETS Exposed Visits Total: 530 Exposed Unique Visits Total: 199 Population Growth Markets Nurture Markets All Bay Area All SoCal Area 410 151 13,175,753 120 48 1,247,217 182 54 1,335,372 169 92 4,639,394 Page 167 of 504 272024-2025 ANNUAL REPORT ARROYO GRANDE, CA Visitation by Destination In addition to tracking by feeder market, we are able to track visitation to specific locations within Arroyo Grande, including all local lodging establishments. When combined with website behavior data, we can better analyze marketing impact on driving consideration, purchase intent, and conversion for specific properties, as well as AG as a whole. While the majority of initial visits are to the village, paid media has created a significant lift in visits to our hotel properties, while also bringing in more visitors to the village who may convert to overnight stays on future trips. Exposed Visits Total: 530 Exposed Unique Visitors Total: 199 Website Hotel Page Soft Conversions Website Book Now Soft Conversions The Village Location Aloha Inn Best Western Casa Grande Hampton Inn & Suites Days Inn (was Pismo) The Agrarian Hotel BeachwayInn ArroyoVillage Inn 425 Total across all Hotels: 64 Total across all Hotels: 29 Total across all Hotels: 79 Total across all Hotels: 78 13 162 -- 4 22 22 34 2 12 16 21 2 3 No book button 25 6 8 16 21 2 7 8 23 2 7 11 0 2 4 6 Page 168 of 504 282024-2025 ANNUAL REPORT ARROYO GRANDE, CA Exposed Visitation by Month 50 100 150 0 As media exposure accumulates and tourists begin following through on their travel planning, visits resulting from ad exposure month over month have steadily increased, helping to drive down our Cost-Per-Visit and improving ROI. Exposed Visits Nov 2024 Dec 2024 Jan 2025 Feb 2025 Exposed Visitors Trendline for Exposed Visitors Trendline for Exposed Visits 18 147 89 43 15 107 75 28 Page 169 of 504 292024-2025 ANNUAL REPORT ARROYO GRANDE, CA Exposed Visitation by Tactic Based on the first few months of activity CTV/OTT has proved to be the most effective tactic at driving visitation to Arroyo Grande and will continue to provide the foundation of the plan, while interstitials and display play a complementary role in driving cost-effective reach and web traffic. Exposed Visits Total: 530 Exposed Unique Visitors Total: 199 Total Impressions Soft Conversions Total Exposed Visits per 1K Impressions CTV/OTT Ad Tactic Pre-RollVideo StandardDisplay High ImpactInterstitials 390 124 279,333 1.51 3 3 160,270 0.02 17 12 134,261 0.13 120 60 910,043 0.18 Page 170 of 504 302024-2025 ANNUAL REPORT ARROYO GRANDE, CA Performance Against Benchmarks With the introduction of location visitation reporting (LVR) the Arroyo Grande TBID team used the first few months of activity to establish performance benchmarks against key paid media KPIs. Continual optimization has already demonstrated improvement against most key metrics. While most metrics have improved, the need to convert more visitors to overnight stays remains an issue to address in the coming months. Benchmark Current % +/- Benchmark CTR Metric Cost per Exposed Unique Visitor Hotels as % of Total Visits Cost per Exposed Visit 1.12%1.17%+4.5% $125.78 $105.53 -16.1% $67.34 $40.57 -39.75% 21%19.81%-5.67% Page 171 of 504 312024-2025 ANNUAL REPORT ARROYO GRANDE, CA ROADMAP 8 Page 172 of 504 322024-2025 ANNUAL REPORT ARROYO GRANDE, CA The next launch of the campaign creative for this fiscal year takes place Q3 with placements across standard display banners, high-impact interstitials, paid social media, and billboards. The FY24/25 annual report will be brought to City Council in Q3, 2025, with the next optimization and performance report brought to the board in Q4 2025. Nov Mar Jan May Dec Apr Feb Jun Define Define Channels Design Design Diagnose Diagnose Deploy Deploy ROADMAP LaunchLaunch Launch Board MTG Discovery Board MTG Launch Billboard Billboard Board MTG Board MTG Board MTG Page 173 of 504 332024-2025 ANNUAL REPORT ARROYO GRANDE, CA ARROYO GRANDE, CA Page 174 of 504 RESOLUTION NO. 2025-019 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE DECLARING ITS INTENTION TO CONTINUE THE ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT DISTRICT, TO CONTINUE THE BASIS FOR AND TO LEVY THE ASSESSMENTS FOR THE DISTRICT, AND TO SET A DATE FOR THE PUBLIC HEARING ON THE DISTRICT AND THE ASSESSMENT FOR THE 2025-26 FISCAL YEAR WHEREAS, the Parking and Business Improvement Area Law of 1989 (“PBIAL”), sections 36500 et seq. of the Streets and Highway Code, authorizes cities to establish business improvement districts for several purposes, one of which is promotion of tourism; and WHEREAS, the Arroyo Grande Tourism Business Improvement District was established in May 2013 and incorporated into the Arroyo Grande Municipal Code (“AGMC”) under Chapter 3.46; and WHEREAS, in accordance with the requirements of Streets and Highways Code Section 36530 and AGMC Section 3.46.100, the City Council appointed an Advisory Board to provide oversight, guidance, and recommendations regarding the use of the assessment funds; and WHEREAS, the AGMC and the PBIAL require the Advisory Board to prepare and submit an annual report (“Annual Report”) stating proposed changes, improvements and activities for the fiscal year; and WHEREAS, this Resolution is not subject to the California Environmental Quality Act CEQA) because it will not result in a direct, or reasonably foreseeable indirect, physical change in the environment (State CEQA Guidelines, §§ 15060 (c)(2) and (3), 15378); and WHEREAS, on March 13, 2025, the Advisory Board approved the Annual Report; and WHEREAS, the Advisory Board Annual Report was filed and approved by the Arroyo Grande City Council on March 25, 2025. NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Arroyo Grande as follows: 1. All recitals set forth above, are true, correct and incorporated herein. 2. The City Council hereby declares its intention to continue the Arroyo Grande Tourism Business Improvement District (“ District”) in accordance with AGMC Chapter 3.46 and Streets and Highways Code Sections 36500 et seq. and to levy assessments for fiscal year 2025-26. ATTACHMENT 4 Page 175 of 504 RESOLUTION NO. 2025-019 PAGE 2 3. The Annual Report is on file with the City Clerk and contains a full and detailed description of the improvements and activities to be provided for fiscal year 2025- 26. No changes to the District boundaries are proposed, and the report includes the estimated cost of providing improvements and activities for fiscal year 2025- 26. The assessment is not proposed to be increased. 4. The boundaries of the District are the boundaries of the City of Arroyo Grande. 5. The assessment levied by the District shall be used for activities and programs promoting lodging businesses in the District through the promotion of scenic, recreational, cultural, and other attractions in the District as a tourist destination, and as further set forth in ACMG Section 3.46.030. 6. The assessment is proposed to be levied on all “lodging” businesses in the District, as that term is defined in AGMC section 3.46.020, and allocated by the City of Arroyo Grande. 7. The assessment shall be based upon two percent (2%) of the rent charged by the operator per occupied room per night for all transient occupancies and shall be collected quarterly. 8. New lodging businesses shall not be exempt from immediate assessment. 9. A public hearing, held pursuant to AGMC Chapter 3.46 and Streets and Highways Code Section 36535, to allow for comments and to receive written and oral protests on the District and proposed assessment, is hereby set for 6:00 p.m., Tuesday May 13, 2025, before the City Council of the City of Arroyo Grande at the City Council Chambers at 215 E. Branch St., Arroyo Grande, CA. 10. At the public hearing, the testimony of all interested persons for or against the continuation of the District, the boundaries of the District, or the furnishing of specified types of improvements or activities will be heard. A protest may be made orally or in writing by any interested person. However, only written protests will be considered in determining if there is a majority protest. The form and manner of protests shall comply with Streets and Highways Code Sections 36524 and 36525. 11. Any protest pertaining to the regularity or sufficiency of the proceedings shall be in writing and clearly state the irregularity of defect to which objection is made. Written protests must be received by the City Clerk of the City of Arroyo Grande before the close of the public hearing scheduled herein and may delivered or mailed to the City Clerk, City of Arroyo Grande, 300 East Branch Street, Arroyo Grande, CA 93420. A written protest may be withdrawn in writing at any time before Page 176 of 504 RESOLUTION NO. 2025-019 PAGE 3 the conclusion of the public hearing. Each written protest shall contain a written description of the business in which the person signing the protest is interested sufficient to identify the business. If the person signing the protest is not shown on the official records of the City of Arroyo Grande as the owner of a business, then the protest shall contain or be accompanied by written evidence that the person is the owner of the business. 12. If at the conclusion of the public hearing, there are of record written protests by the owners of lodging businesses within the District that will pay fifty percent (50%) or more of the total assessments of the entire District, no further proceedings to continue the District shall occur. New proceedings to continue the District shall not be undertaken again for a period of at least one (1) year from the date of the finding of a majority protest by the City Council. If the majority of written protests are only as to an improvement or activity proposed, then that type of improvement or activity shall not be included in the District. 13. The City Clerk is instructed to provide notice as required by AGMC Chapter 3.46 and Streets and Highways Code Section 36534. The City Clerk shall give notice of the public hearing by causing this Resolution of Intention to be published once in a newspaper of general circulation in the City no less than seven (7) days before the public hearing. On motion of Council Member Maraviglia, seconded by Council Member Secrest, and on the following roll call vote, to wit: AYES: Council Members Maraviglia, Secrest, and Guthrie NOES: None ABSENT: Council Member Loe and Mayor Ray Russom the foregoing Resolution was passed and adopted this 25th day of March, 2025. Page 177 of 504 CAREN RAY RUSSOM, MAYOR ATTEST: JESSICA MATSON, CITY CLERK APPROVED AS TO CONTENT: MATTHEW DOWNING, CITY MANAGER APPROVED AS TO FORM: ISAAC ROSEN, CITY ATTORNEY RESOLUTION NO. 2025-019 PAGE 4 Page 178 of 504