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HomeMy WebLinkAboutCC 2025-09-09_09f TBID Budget AmendmentsItem 9.f. MEMORANDUM TO: City Council FROM: Sheridan Bohlken, Director of Recreation Services SUBJECT: Amended Tourism Business Improvement District Budget for FY 2025- 26 DATE: September 9, 2025 RECOMMENDATION: 1) Adopt a Resolution amending the Arroyo Grande Tourism Business Improvement District (AGTBID) Budget for FY 2025-26 to reflect the changes in the authorized uses of assessments implemented by Resolution No. 2025-057; and 2) Find that adopting a Resolution to amend the AGTBID budget is not subject to the California Environmental Quality Act (“CEQA”) because these efforts have 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: With the recent amendments expanding the authorized uses of AGTBID funds, an amended FY 2025-26 budget is now needed to incorporate funding for infrastructure, public art, and special event support, in addition to traditional marketing and administration. As a result, total proposed expenditures in FY 2025-26 are $521,850 and are further detailed below BACKGROUND: The AGTBID was established in May 2013 under the Parking and Business Improvement Law of 1989 and codified in the Arroyo Grande Municipal Code Chapter 3.46. On April 28, 20251, the City Council adopted the AGTBID budget for FY 2025-26. In August 20252, the City Council approved amendments to expand the authorized uses of AGTBID funds to include infrastructure, public art, and special event support in addition to marketing, promotion, and administration. These amendments align Arroyo Grande with b est practices in neighboring jurisdictions and provide new opportunities to enhance the visitor experience while supporting long-term economic growth. 1 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=14401 2 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=15514 Page 56 of 148 Item 9.f. City Council Amended Tourism Business Improvement District Budget for FY 2025-26 September 9, 2025 Page 2 AGTBID activities are funded through assessments, and any surplus or deficit is carried over from the previous fiscal year. On August 21, 20253, the AGTBID Advisory Board recommended that the City Council adopt an amended AGTBID budget for FY 2025-26, incorporating the newly approved authorized uses. ANALYSIS OF ISSUES: The proposed amended AGTBID budget for FY 2025-26 (Table 1) maintains allocations for core categories: advertising, contractual services, membership & subscriptions, public relations, and services & supplies (administration), while also incorporating new allocations consistent with the recently adopted ordinance amendments. The proposed amended budget introduces $60,000 in expanded uses:  $25,000 for public art and beautification (murals, sculptures, seasonal décor);  $20,000 for infrastructure improvements (benches, wayfinding signage, ADA access, trash receptacles); and  $15,000 for special event-supporting infrastructure (lighting, staging, and signage). Total proposed expenditures are $521,850 as s hown in Table 1, which intentionally exceeds projected revenues of $299,450 in order to fund the new activities and improvements that were recently authorized, which will also draw down the existing fund balance. 3 https://pub-arroyogrande.escribemeetings.com/filestream.ashx?DocumentId=15684 Page 57 of 148 Item 9.f. City Council Amended Tourism Business Improvement District Budget for FY 2025-26 September 9, 2025 Page 3 Table 1: FY 2025-26 AGTBID Proposed Amended Budget FY 2025-26 AGTBID Budget Beginning Fund Balance 438,184$ 366,211$ 366,211$ FY 2024-25 Unaudited Actuals FY 2025-26 Adopted Budget FY 2025-26 Proposed Amended Budget TBID Assessments 283,117$ 298,700$ 298,700$ Interest 7,789 750 750 Total Revenue 290,906$ 299,450$ 299,450$ Expenditures FY 2024-25 Adopted Budget FY 2025-26 Proposed Budget FY 2025-26 Proposed Budget Advertising Marketing Services 248,033$ 250,000$ 250,000$ Photo/Video Assets 7,750 25,000 25,000 Promotional Product - 5,000 5,000 Website - - - Travel and Trade Shows 2,469 7,500 7,500 Coop Advertising 33,000 50,000 50,000 Sub-total Advertising 291,251$ 337,500$ 337,500$ Contractual Services Short-term compliance 11,350$ 11,350$ 11,350$ Chamber - Contract admin. - - - Sub-total Contractual Services 11,350$ 11,350$ 11,350$ Membership & Subscriptions CCTC 475$ 500$ 500$ Sub-total Membership & Subs.475$ 500$ 500$ Public Relations Event Sponsorships 9,799 50,000 50,000 Influencers - 10,000 10,000 Sub-total Public Relations 9,799$ 60,000$ 60,000$ Services & Supplies Sub-total Services & Supplies 50,004$ 52,500$ 52,500$ Destination Improvements & Activities Public art and beautification -$ -$ 25,000$ Infrastructure improvements - - 20,000 Special event-supporting infrastructure - - 15,000 Sub-total Destination Improvements & Activities -$ -$ 60,000$ Total Expenditures 362,879$ 461,850$ 521,850$ Ending Fund Balance 366,211$ 203,811$ 143,811$ Revenue Page 58 of 148 Item 9.f. City Council Amended Tourism Business Improvement District Budget for FY 2025-26 September 9, 2025 Page 4 ALTERNATIVES: The following alternatives are provided for Council’s consideration: 1. Adopt a Resolution approving the proposed Amended TBID Budget for FY 2025- 26; 2. Do not adopt a Resolution and continue with the existing TBID budget; or 3. Provide other direction to staff. ADVANTAGES: The proposed amended budget provides the funding needed to implement the recently approved changes to the authorized uses which expands community benefits through investments in infrastructure, public art, and event support providing additional benefit to the assessed businesses. DISADVANTAGES: There are no foreseen disadvantages to approving an amended budget to fund the new authorized uses of the AGTBID funds. ENVIRONMENTAL REVIEW: Adopting a Resolution to amend the AGTBID budget is not subject to the California Environmental Quality Act (“CEQA”) because these efforts have 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). 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 Page 59 of 148 ATTACHMENT 1 RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ARROYO GRANDE ADOPTING THE REVISED 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, on April 28, 2025, the City Council adopted a Resolution confirming the annual budget for the 2025-26 fiscal year; and WHEREAS, on August 26, 2025, the City Council adopted an Ordinance to amend the Municipal Code Chapter 3.46 to expand the authorized uses of assessments of the AGTBID; 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. Page 60 of 148 RESOLUTION NO. PAGE 4 2. The City Council hereby adopts the revised FY 2025-26 budget for the Arroyo Grande Tourism Business Improvement District attached hereto as Exhibit A. On motion of Council Member , and on the following roll call vote, to wit: AYES: NOES: ABSENT the foregoing Resolution was passed and adopted this 9th day of September, 2025. Page 61 of 148 RESOLUTION NO. PAGE 4 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 62 of 148 RESOLUTION NO. PAGE 4 EXHIBIT A Page 63 of 148