CC 2020-07-28_10a Amended AGTBID BudgetMEMORANDUM
TO: CITY COUNCIL
FROM: BILL ROBESON, ACTING CITY MANAGER
WHITNEY MCDONALD, ACTING DEPUTY CITY MANAGER
BY: JESSICA MATSON, DEPUTY CITY CLERK
SUBJECT: CONSIDERATION OF TOURISM STRATEGIC PLAN, AMENDED
ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT DISTRICT
(AGTBID) FISCAL YEAR 2020-21 BUDGET, AND AMENDMENT NO. 3
TO AGREEMENT FOR CONSULTANT SERVICES WITH SOUTH
COUNTY CHAMBERS OF COMMERCE
DATE: JULY 28, 2020
SUMMARY OF ACTION:
Consider a Tourism Strategic Plan for Arroyo Grande and an amendment to the FY 2020-
21 AGTBID budget to include an additional $30,000 for implementation of a tourism
strategic plan. Consider a third amendment to the Agreement for Consultant Services
with the South County Chambers of Commerce for the Tourism Strategic Planning effort
and to provide for a dedicated staff member at the Chamber to implement the Tourism
Strategic Plan.
IMPACT ON FINANCIAL AND PERSONNEL RESOURCES:
As of June 2020, the AGTBID fund balance is approximately $194,000. The amendment
to the FY 2020-21 AGTBID budget in the amount of $30,000 will be funded from the
AGTBID fund balance, which are funds collected from lodging owners and have not yet
been applied to marketing services. The amended agreement will provide for
management and implementation of the AGTBID’s tourism strategic plan, which will
reduce impacts of the program on City staff.
RECOMMENDATION:
It is recommended the City Council: 1) Receive presentation on the Tourism Strategic
Plan; 2) Amend the FY 2020-21 AGTBID budget adding $30,000 for Arroyo Grande
Tourism Strategic Planning; and 3) Approve Amendment No. 3 to the Agreement for
Consultant Services with South County Chambers of Commerce.
BACKGROUND:
In May 2013, the City Council adopted an Ordinance establishing the AGTBID. The
purpose of forming the AGTBID was to provide revenue to defray the costs of services,
Item 10.a. - Page 1
CITY COUNCIL
CONSIDERATION OF ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT
DISTRICT (AGTBID) TOURISM STRATEGIC PLAN, AMENDED FISCAL YEAR 2020-21
BUDGET, AND AMENDMENT NO. 3 TO AGREEMENT FOR CONSULTANT SERVICES
WITH SOUTH COUNTY CHAMBERS OF COMMERCE
JULY 28, 2020
PAGE 2
activities, and programs promoting lodging businesses in the AGTBID through the
promotion of scenic, recreational, cultural, and other attractions in the AGTBID as a tourist
destination.
In 2013, in conjunction with the formation of the AGTBID, the City entered into an
Agreement with the South County Chambers of Commerce (formerly Arroyo Grande &
Grover Beach Chamber of Commerce, and hereinafter referred to as the “Chamber”) to
administer and manage the activities of the AGTBID and assist its Advisory Board. The
AGTBID provides revenue collected through an assessment levied on all lodging
businesses within the District, and the Advisory Board makes recommendations to the
City Council on the expenditure of the revenues derived from the assessments for the
purpose of tourism marketing and promotional efforts.
The AGTBID Advisory Board submitted its 2019-2020 annual report (Attachment 2) to the
City Council for consideration on April 28, 2020, at which time it was approved. The
annual report included a discussion of the partnership with Coraggio Group for formation
of a tourism strategic plan.
On May 26, 2020, the City Council adopted a Resolution confirming the Advisory Board’s
report and levying an annual assessment for the AGTBID for the 2020-21 fiscal year. The
City Council also adopted a Resolution approving the AGTBID FY 2020-21 budget as
amended by Council to remove the request for $30,000 by the Chamber and remove
$7,500 from the Sponsorships category. At that time the Council recommended Chamber
staff bring back a presentation of the tourism strategic plan at a future Council meeting
and to allow further consideration of the Chamber’s funding request.
ANALYSIS OF ISSUES:
The AGTBID has been in effect for almost seven years and has been very successful.
The Advisory Board implements the programs and activities funded through the AGTBID.
The Chamber administers the program, ensuring that minimal staff time is required from
the City.
In June 2018, the Council approved an Agreement with Verdin Marketing for tourism
marketing services to provide a fresh perspective and innovative ideas in the current
economic climate and in light of the needs of Arroyo Grande’s tourism market. Since that
time, a tourism website, rebranding of Visit Arroyo Grande, coordination of a tourism
strategic plan, advertising campaigns, and other marketing efforts have been developed
and implemented.
Since 2018, the AGTBID has taken on a more proactive role to more successfully market
Arroyo Grande. This has resulted in increased occupancies and, at the same time, the
City’s total Transient Occupancy Tax (TOT) revenue increased by approximately 13.3%
Item 10.a. - Page 2
CITY COUNCIL
CONSIDERATION OF ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT
DISTRICT (AGTBID) TOURISM STRATEGIC PLAN, AMENDED FISCAL YEAR 2020-21
BUDGET, AND AMENDMENT NO. 3 TO AGREEMENT FOR CONSULTANT SERVICES
WITH SOUTH COUNTY CHAMBERS OF COMMERCE
JULY 28, 2020
PAGE 3
The AGTBID recently finalized a three-year Arroyo Grande tourism strategic plan with the
assistance of Coraggio Group (Attachment 5). Representatives from the Chamber,
Verdin, and Coraggio Group will present the Arroyo Grande Tourism Strategic Plan to the
City Council. Coraggio Group’s Insight Report shows the feedback received from its
recent survey of Arroyo Grande stakeholders (Attachment 6). One of the objectives
identified was the current limited organizational capacity of the AGTBID.
In addition to the presentation of the Arroyo Grande Tourism Strategic Plan, the Chamber
is requesting as part of this item that Council approve an increase in funding from the
AGTBID (Attachment 3) in order to implement the goals of the strategic plan. The
increased funding will be used for a dedicated person at the Chamber to implement the
goals of the strategic plan, provide a marketing tool for local businesses to support tourism
development, and work with City staff on short term rental host compliance and tourism
events. The Chamber will continue to manage the functions of the AGTBID and work
directly with the lodging operators, tourism-related businesses and organizations,
marketing firm, board members, and City staff. The additional amount requested is
$30,000 for Fiscal Year 2020-21. The current Agreement with the Chamber is included
with this report (Attachment 4). If approved, Amendment No. 3 to the Agreement will
include the increased scope of work and additional funding.
In order to continue the momentum of the AGTBID’s tourism marketing efforts and to fund
the implementation of the tourism strategic plan and anticipated additional marketing
opportunities, the AGTBID Advisory Board is recommending $30,000 be appropriated
from the AGTBID fund balance, currently at approximately $194,000, into the AGTBID FY
2020-21 operating budget.
ALTERNATIVES:
The following alternatives are provided for the Council’s consideration:
1. Approve the Tourism Strategic Plan; approve an amendment to the FY 2020-21
AGTBID budget adding $30,000 for implementation of the Arroyo Grande Tourism
Strategic Plan; and approve and authorize the Mayor to execute Amendment No. 3
to the Agreement for Consultant Services with South County Chambers of
Commerce for administration of the AGTBID;
2. Approve the Tourism Strategic Plan; approve an amendment to the FY 2020-21
AGTBID budget for a different amount for implementation of the Arroyo Grande
Tourism Strategic Plan; and approve and authorize the Mayor to execute
Amendment No. 3 to the Agreement for Consultant Services with South County
Chambers of Commerce for administration of the AGTBID;
Item 10.a. - Page 3
CITY COUNCIL
CONSIDERATION OF ARROYO GRANDE TOURISM BUSINESS IMPROVEMENT
DISTRICT (AGTBID) TOURISM STRATEGIC PLAN, AMENDED FISCAL YEAR 2020-21
BUDGET, AND AMENDMENT NO. 3 TO AGREEMENT FOR CONSULTANT SERVICES
WITH SOUTH COUNTY CHAMBERS OF COMMERCE
JULY 28, 2020
PAGE 4
3. Do not approve an amendment to the FY 2020-21 AGTBID budget and do not
approve Amendment No. 3 to the Agreement for Consultant Services with South
County Chambers of Commerce for administration of the AGTBID; or
4. Provide other direction to staff.
ADVANTAGES:
The recommendations will enable the AGTBID to execute a tourism strategic plan to
promote lodging stays and tourism in the City, which increases transient occupancy tax
revenue and supports local businesses.
DISADVANTAGES:
Amending the FY 2020-21 AGTBID budget to include the additional funding request from
the Chamber will reduce the amount of funding for other potential marketing services.
ENVIRONMENTAL REVIEW:
No environmental review is required for this item.
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. Approved FY 2020-21 AGTBID Budget and Proposed Amended FY 2020-21
AGTBID Budget
2. Annual Report
3. Request for Additional Funding from South County Chambers of Commerce
4. Current Agreement with the South County Chambers of Commerce
5. Coraggio Group Tourism Strategic Plan for Visit Arroyo Grande
6. Coraggio Group Insight Report
Item 10.a. - Page 4
Attachment 1
Item 10.a. - Page 5
Proposed Am ended FY 2020 -2 1 AGTBID Bud get
I ··•·
Revenue Source Amount
TBID Assessments $ 100 ,0 00.0 0
Inter est $ SOD.OD
Chamber C ontribu ti o n $ S,0 00.0 0
City Contri b u tion $ S,000.0 0
Appropnat,on from Fu nd Balance $ 1 32,000.0 0 *a d d iti o n a l $30,00 0 from fun d b a l ance
Total Revenue s 242,500 .00
EXPENDITURES
Acti v i t Amount A c ti v i t Am o u n t
Advertising Partnerships
Con sultan t Se r vices $ BS,S00.00 CCTC (M embers h ip s ) $ S OD.OD
Ph otoNide o asse ts $ 10,0 00.0 0 Co-op/Sponsorshi ps (P u b l ic Re l a tions) $ 10,00 0 .00
Advertis i n g hard cost s $ 6 4,500.0 0
Website $ 6 ,5 0 0.0 0
Su b-total Advertising s 166,500 .00 Su b -tot al Pa rtne r s h ips s 10,500.00
Services & Su lie s
Cit y -Adm i nistrati ve $ 3,000.0 0
Ch a m ber -C o n trac t* $ 6 0 ,0 00.0 0
Su p p li e s, Dom ai n s $ 2 ,S00.0 0
Su b -total Se rvic es & Sup p li es s 65,500 .00 Total Expenditures s 242,500.00
*additiona l $30,000
Council Approved FY 2020-21 AGTBID Budget
Fund Balance for FY 201.9-20 as of 4/23/20 is $295,669
R evenu e So u rce Am o u nt
TBI D Asse ssments $ 100,000 .00
In ter e st $ 500 .00
Ch am b e r Co ntribut i on $ 5,000 .00
Ci ty Co n tri b u t ion $ 5,000 .00
Appropri ati o n fro m F u n d B a l ance $ 102,000 .00
Total Revenue s 212,500.00
EXP,ENDITURES
Act ivit y Am o u nt Activit y Amou n t
Advertising Partnerships
Cons u l tan t Servi c es $ 85,500 .00 C CTC (Me m be r ships) $ 500 .00
Ph otoN ide o assets $ 10,000 .00 Co -op/Sp o nso rshi p s (Pu b l ic R e l a ti o n s ) $ 1 0,0 0 0 .00
Adve rti s i n g h a rd cos t s $ 64,500 .00
Webs i te $ 6,500 .00
Su b -t ota l Adve rti s i n g s 166,500.00 Sub-tot a l P a rt n e rships s 10,500.00
Services & Supplies
Ci t y -A d m i n i strati v e $ 3,000 .00
Ch am b e r -C o ntract $ 3 0,000 .00
Su p p l ies, D omains $ 2,500 .00
Su b -t ota l Se rvic es & Su p p l ies s 35,500.00 Total Expenditures s 212,500.00
--3!+ %/.028
9
Attachment 2
Item 10.a. - Page 6
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Item 10.a. - Page 21
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Item 10.a. - Page 22
-.
SIQ . CAL ·
SAN LUIS OBISPO COUNTY
CALIFORNIA @
C
coraggio group
The Original Road Trip
Item 10.a. - Page 23
CALIFORNIA
$$%-$3,
Item 10.a. - Page 24
t (805) 541-9005 f (805) 541-9007
3580 Sacramento Drive #110, San Luis Obispo, CA 93401
VERDINMARKETING.COM
BRAND MAP
BRAND EXPLANATION (INTERNAL STRATEGIC CHOICES)
Brand Attributes Functional Benets Emotional Bene
ts
··Events and Festivals
··Swinging Bridge
·Roosters
·Village
·Centrally Located
·Wineries
·Lopez Lake/ Vista Lago
·Clark Center
·Variety of Restaurants
·Agriculture/ Rutiz Farms
·Historic
·Outdoor Access
·Weather
·Antique Shops
··Entertainment
·Pet/ Family-Friendly
·Unique Character/Eclectic
·Iconic/ Non-Commercial
·Choices for Every Palette
·Culture
·Water Sports/ Nature
·Wild Life
·Clean Air and Sunshine
·Easy Access to Wide Variety of
Experiences
·Tasting/ Shopping
·Biking/Hiking/Camping
··Happiness
·Relaxed
·Connected
·Casual
·Warm
·Comfort
·Loved
·Inclusive
·Easy
·Carefree
·Safe
·Delighted
·Light and Free
Brand Reputation Brand Promise
Arroyo Grande is a historic, inviting town with budget-
friendly accommodations and accessible experiences.
The village is a key selling point and brings people to
the city. Arroyo Grande is growing and strives to
become vibrant destination.
Arroyo Grande promises to provide a warm and
welcoming environment, rich in unique adventures, to
day-trippers and overnight guests alike.
BRAND POSITIONING STATEMENT
For families, outdoor adventurers and culture lovers, Arroyo Grande is the down-to-earth,
welcoming hub among other destinations because of its heritage and unique character.
Item 10.a. - Page 25
VERD i\l
A VISION FOR YOUR BRAND
Page 1 of 3
AGTBID Additional Scope of Work
The South County Chambers of Commerce administers the Arroyo Grande Tourism
Business Improvement District (AGTBID). This is an important role as the members who
serve the board are volunteers, and the AGTBID administrator provides all support
services needed for board meetings, committee meetings, local fund applications and any
organizational leadership needed to complete the mission of the AGTBID successfully.
Additionally, due to Brown Act requirements, the administrator is the key point of
communication with the Board, its individual members, committee members, lodging
operators, City of Arroyo Grande staff, Council Members, and the public at large.
The AGTBID in partnership with the marketing agency of record, a consultant group, and
stakeholders have created a three-year tourism strategic plan for Arroyo Grande. This
strategic plan will help tourism and economic recovery after the COVID pandemic. The
Chamber is requesting increased funding from existing AGTBID funds to implement this
plan. The AGTBID funds are generated by a 2% self-assessment of the lodging
properties, they are restricted for purposes of tourism marketing and “heads in beds”.
The Chamber is requesting an additional $26,000 annually ($30,000 FY 20/21) to execute
key imperatives as identified in the strategic plan and key initiatives identified by the
AGTBID Board. This recommendation was approved by the TBID Board. The increased
funding will be used for specific one-time costs and other ongoing costs on an annual
basis as described below.
Content Library and Marketing Toolkit for Tourism-Related Businesses
Key elements of the strategic plan that the Chamber will lead include creating a content
library and tool kit to influence a unified brand approach for Arroyo Grande as a tourist
destination, pursue opportunities for collaborative and aligned promotional partnerships
and messaging with local tourist attractions. For example, restaurants, music venues,
historic sites, family activities, spas, shops, and wineries.
Work in partnership with lodging properties and businesses to promote package deals for
mid-week and shoulder season stays. When allowed these promotions would include
tourism-focused events and group activities.
Tourism Event Management
Create a framework to evaluate and promote events that generate new and repeat visitors
to the destination. When appropriate, facilitate one signature tourism event for Arroyo
Grande in partnership with lodging, local businesses, and the city.
Attachment 3
Item 10.a. - Page 26
CALI FORNI A
Page 2 of 3
Outreach Campaign
Create a stakeholder engagement and outreach campaign to educate and promote the
value of the TBID to lodging partners. Increase the voice of tourism, its value and its
benefits with government, businesses, community leaders and residents. The goal of this
campaign is for the local community to understand the value and benefits of tourism
dollars to the city and local businesses and for the tourism partners to grow in line with
the community values and mitigate the impacts of tourism on the local community.
Short-Term Vacation Rental Compliance
1. Facilitate an agreement with Airbnb and short-term vacation rentals,
homestays, for transient occupancy tax, and tourism business improvement
district fund compliance. Currently there are 60 registered short-term rentals
(STR) in Arroyo Grande. There is an estimated 80 – 100 additional STRs in the
city which are not licensed. Several of the licensed STR owners have requested
the city reach an agreement with Airbnb to have the taxes and assessments
directly withdrawn and distributed to the city for convenience and fairness. The
council has also requested this during past meetings. The estimated TOT revenue
to the city from an additional 80 STRs would be approximately $144,000, ($1,800
per STR). *
2. Work with existing unlicensed vacation rentals and homestays to become
licensed. If necessary, work with the city for council approval, to update current
ordinance for vacation rentals and homestays. This would require address
identification. This service was quoted by Host Compliance at $5,445 per year in
May of 2019 and we would recommend contracting with them or a similar company
for this service. Once non-compliant STRs are identified we would work with the
property owner towards compliance and market their property through Visit Arroyo
Grande. The benefit of more STRs reaching compliance is accounting for the STRs
that utilize other platforms. And there is some prediction that Airbnb will move
toward only allowing licensed rentals to use their platform at some point in the
future.
3. Establish a process for STR complaint response and enforcement in
conjunction with city code enforcement. Follow up on vacation rental
complaints in a timely manner, including evenings and weekends. Enforce per
established protocol.
Item 10.a. - Page 27
CALI FORNI A
Page 3 of 3
SERVICE AMOUNT KEY PERFOMANCE INDICATORS
Content Library/Toolkit $6,000 (annual) Lodging, tourism businesses utilize tool kit
resulting in more effective tourism marketing
and brand recognition for Visit Arroyo Grande
resulting in increased occupancy and average
daily room rates (ADR) and Transient
Occupancy Tax (TOT).
Tourism Event Management $10,000 (annual) Safe and successful event that draws overnight
tourists as demonstrated in occupancy for
dates of event. Continued success is expected
because the event is accepted and/or
attended by locals as well. (Funds would not
be accessed unless state, county and city
approval was reached for events.)
Outreach Campaign $2,000 (one-time cost) Increase lodging representation on AGTBID
Board, reach out to potential hoteliers and
developers to attract additional lodging
properties to Arroyo Grande. Improved scoring
on insights report related to mission and
organizational reputation and awareness. City
leadership and community is supportive of
tourism efforts, events and welcomes tourists.
Vacation Rental Compliance:
Airbnb Agreement $2,000 (one-time cost) Contract executed with city of Arroyo Grande
and Airbnb, TOT, TBID funds increased to city.
License/Ordinance Compliance $5,000 (annual) Existing noncompliant vacation rentals and
homestays become licensed. Increase in TOT
and TBID to city.
Rental Activity Compliance $5,000 (annual) Enforcement protocol is established and
disseminated to property owners. Vacation
rental complaints are addressed in a timely
manner, including weekends and evenings.
Property owner is contacted within 24 hours
and all complaints are documented.
Enforcement protocol is followed.
*National University System Institute for Policy Research
Item 10.a. - Page 28
CALIFORNIA
Attachment 4
Item 10.a. - Page 29
AGREEMENT FOR CONSUL TANT SERVICES
AMENDMENT NO. 2
This SECOND AMENDMENT ("Second Amendment") to Agreement for Consultant
Services ("Agreement") by and between the CITY OF ARROYO GRANDE ("City")
and SOUTH COUNTY CHAMBERS OF COMMERCE, successor in interest to ARROYO
GRANDE & GROVER BEACH ("AGGB") CHAMBER OF COMMERCE ("Chamber") is
made and entered into this 8th day of August, 2019.
WHEREAS, the City and AGGB Chamber of Commerce entered into an
Agreement dated July 1, 2013, for administration of the Arroyo Grande Tourism
Business Improvement District (AGTBID); and
WHEREAS, the City and AGGB Chamber of Commerce entered into a First
Amendment to Agreement dated June 12, 2018 to include additional services with
increased compensation; and
WHEREAS, AGGB Chamber of Commerce, a California Nonprofit, merged with a
neighboring chamber of commerce and changed their name to South County Chambers
of Commerce on September 19, 2018; and
WHEREAS, Section 18 of the Agreement requires the Chamber to get the written
consent of the City to assign the performance of the Agreement; and
WHEREAS·, the parti~~ ~es.it~ to:·niodify the Agreement as set forth herein.
• I • ~ • '
~ ,. t •
NOW THEREFORE, for valuable consideration, the receipt and sufficiency of
which is acknowledged, the parties agree as follows:
1. AGGB Chamber of Commerce hereby assigns all rights and obligations under
the Agreement to South County Chambers of Commerce. South County
Chambers of Commerce_ accepts the assignment. South County Chambers of
Commerce shall replace AGGB Chamber of Commerce as Chamber under the
Agreement, and will assume all responsibility for execution and completion of
all the obligations of the Chamber under the Agreement, including all of
Chamber's prior acts.
2. This Second Amendment shall constitute consent to the assignment by the City
pursuant to Section 18 of the Agreement.
3. Except .as .modified herein, all other terms and conditions of the Agreement,
. as amendeci,.shall remain in full force ancfeffEfot. · -··-· , ' ..
, '
Item 10.a. - Page 30
IN WITNESS WHEREOF, City and Chamber have executed this Second
Amendment on the day and year first set forth above.
SOUTH COUNTY CHAMBERS OF
COMMERCE:
CITY OF ARROYO GRANDE:
By:~ carenRasom,Mayor
ATTEST:
By:
Item 10.a. - Page 31
AGREEMENT FOR CONSULTANT SERVICES
AMENDMENT NO. 1
This First Amendment ("First Amendment") to Agreement for Consultant Services
("Agreement") by and between the CITY OF ARROYO GRANDE and the ARROYO
GRANDE & GROVER BEACH ("AGGB11 ) CHAMBER OF COMMERCE ("Consultant") is
made and entered into this 12th day of June 2018.
WHEREAS, the parties entered into an Agreement dated July 1, 2013 for administration of
the Arroyo Grande Tourism Business Improvement District ("AGTBID"); and
WHEREAS, the parties desire to modify the Agreement as set forth herein, in order to include
--....-.'.:-acldTtiorfcil'services-·witrrin·crEfaSed·compensatio·n. -------------_...--,...-c ---------~-
NOW THEREFORE, for valuable consideration the receipt and sufficiency of which is
acknowledged, the parties agree as follows:
1. Section 17 ("NOTICES") of the Agreement, shall be modified in its entirety to read as
follows:
NOTICES
Any notice which either party may desire to give to the other party under this
Agreement must be in writing and may be given either by (i) personal service, (ii)
delivery by a reputable document delivery service, such as but not limited to, Federal
Express, which provides a receipt showing date and time of delivery, or (iii) mailing in
the United States Mail, certified mail, postage prepaid, return receipt requested,
addressed to the address of the party as set forth below or at any other address as that
party may later designate by notice:
To City:
To Consultant:
City of Arroyo Grande
James A. Sergman, City Manager
300 E. Branch Street
Arroyo Grande CA 93420
AGGB Chamber of Commerce
Jocelyn Brennan, Executive Director
800 W. Branch Street
Arroyo Grande CA 93420
2. To approve a revised Exhibit A and Exhibit B attached hereto and incorporated herein
by this reference, which set forth the scope of work and payment schedule.
3. Except as modified herein, all other terms and conditions set forth in the CSA, as
amended, shall remain unchanged.
Item 10.a. - Page 32
IN WITNESS WHEREOF, CITY and CONSUL TANT have executed this First Amendment
the day and year first above written.
AGGB CHAMBER OF COMMERCE
CITY OF ARROYO GRANDE
'-')-... By, -/1--JiHill, Mayor
Item 10.a. - Page 33
EXHIBIT A
SCOPE OF WORK
The Chamber will:
1. Attend AGTBID monthly meetings
2. Communicate upcoming agenda items with AGTBID Board Members and Marketing
Firm
3. Ensure AGTBID Board quorum for future meetings
4. Provide draft agenda and supporting documents for AGTBID meetings to City Clerk
5. Draft minutes of AGTBID meetings to City Clerk
------6:----Provide-copies-of-the,-agenda for--the AGTBID Board members -
7. Ensure compliance with Brown Act
8. Ensure compliance of the Public Records Act
9. Host AGTBID meetings and post agenda for public at meeting location 72 hours in
advance
10. Ensure TBID Board Members 700 Forms are current
11. Ensure AGTBID Board is compliant with the city's conflict of interest policy
12. Attend all subcommittee meetings
13. Schedule and attend all Special AGTBID meetings
14. Provide draft agenda and minutes related to any AGTBID Special Meetings
15. Outreach to lodging owners in the AGTBID District
16. Schedule annual election of Chair and Vice Chair
17. Work to fill any board vacancies
18. Attend monthly Visit SLO Cal Tourism Marketing meetings
19. Attend Central Coast Tourism Council meetings
20. Communicate with TBID Board on ongoing tourism training and educational
opportunities
21. Communicate with TBID Board and Marketing Firm on event sponsorship opportunities
22. Oversee/supervise monthly financials
23. Process monthly TBID invoices for TBID fund expenditures
24. Provide community calendar events to Marketing Firm for tourism marketing purposes
25. Provide photos and other content to Marketing Firm for website and social media
purposes
26. Attend travel tradeshows and events as directed by the AGTBID and in collaboration
with the Marketing Firm
27. Ensure quarterly reporting by Marketing Firm to lodging owners and City Council
28. Attend City Council meetings to answer questions when AGTBID items are included on
the agenda
29. Oversee generation of the AGTBID Annual Report pursuant to the Arroyo Grande
Municipal Code
Item 10.a. - Page 34
EXHIBITS
PAYMENT SCHEDULE
City shall pay AGGB Chamber a total annual sum of thirty thousand dollars ($30,000.00)
for services set forth in Exhibit A, Scope of Work. AGGB Chamber shall invoice City on a
monthly basis in the amount of two thousand five hundred dollars ($2,500.00).
Item 10.a. - Page 35
AGREEMENT FOR CONSUL TANT SERVICES
THIS AGREEMENT, is made and effective as of ---"""---+'"'""""-"'"¥--___.__ 2013, between the
Arroyo Grande & Grover Beach Chamber of Comm r ("CHamber"), and the CITY OF
ARROYO GRANDE, a Municipal Corporation ("City . In consideration of the mutual
covenants and conditions set forth herein, the parties agree as follows:
1. TERM
This Agreement shall commence on ~=----..=;;..;+---'---' 2013 and shall remain
and continue in effect until terminated pursuant o t pr visions of this Agreement.
2. SERVICES
Chamber shall perfonn the tasks described and comply with all terms and
provisions set forth in Exhibit "A", attached hereto' a~cf incorporated herein by this
reference. ''
•'11"(' "'II ... ,..
3. PERFORMANCE
Chamber shall at all times faithfully, competently and to the best of his/her ability,
experience and talent, perform all tasks described herein. Chamber shall employ, at a
minimum generally accepted standards and practices utilized by persons engaged in
providing similar services as are required of Chamber hereunder in meeting its
obligations under this Agreement.
4. AGREEMENT ADMINISTRATION
City's City Manager shall represent City in ,all matters pertaining to the
administration of this Agreement. Chamber's Executive Director shall represent
Chamber in all matters pertaining to the administration of this Agreement.
5. PAYMENT
The City agrees to pay the Chamber in accordance with the payment rates and
terms set forth in Exhibit "B", attached hereto and incorporated herein by this reference.
6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE
(a) The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Chamber at
least ten (10) days prior written notice. Upon receipt of said notice, the Chamber shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
Page 1
Item 10.a. - Page 36
(b) In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Chamber the actual value of the work performed up to the time of
termination, provided that the work performed is of value to the City. Upon termination
of the Agreement pursuant to this Section, the Chamber will submit an invoice to the
City pursuant to Section 5.
7. TERMINATION ON OCCURRENCE OF STATED EVENTS
This Agreement shall terminate automatically on the occurrence of any of the
following events:
(a)
(b)
(c)
(d)
Bankruptcy or insolvency of any party;
Sale of Chamber's business; or •-.-4 !"'' ,,.~ ....
• .. ... ,..1.r " ... ~
Assignment of this Agreement by Chamber without the consent of City.
• '• ll""' ' --End of the Agreement term specified in Section. 1-.... 1...... .. ,
8. DEFAULT OF CONSULTANT
............ --•-.~····-.... ,-.... " .......... i=.,~ ...
(a) The Chamber's failure ·to comply with the provisions of this Agreement
shall constitute a default. In the event that Chamber is in default for cause under the
terms of this Agreement, City shall have no obligation or duty to continue compensating
Chamber for any work performed after the date of default and can terminate this
Agreement immediately by written notice to the Chamber. If such failure by the
Chamber to make· progress in the performance of work. hereunder arises out of causes
beyond the Chamber's control, and without fault or neglig~nce of the Chamber, it shall
not be considered a default. · ·~ ,-.. . , -.
(b) If the City Manager or his/her delegate determines that the Chamber is in
default in the performance of any of the terms or conditions of this Agreement, he/she
shall cause to be seNed upon the • Chamber a ,written-notice of the default. The
Chamber shall have ten (1 O) days after seNice upon· it 'of said notice in which to cure
the default by rendering a satisfactory performance. In the· e·vent that the Chamber fails
to cure its default within such period of time, the· City shall have the right,
notwithstanding any o~t:aer provision of this Agreement ·to terminate this Agreement
without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement. · ·.:
9. LAWS TO BE OBSERVED. Chamber shall:
I •-
(a) Procure all permits and licenses, pay all, cliarges and fees, and give all
notices which may be necessary and incidental to the.due and lawful prosecution of the
seNices to be performed by Chamber under this Agre~~ent;" ··
(b) Keep itself fully informed of ~II existing· a·~,f proposed federal, state and
local laws, ordinances, regulations, orders, and decrees which may affect those
engaged or employed under this Agreement, any·._materials used in Chamber's
Page2
Item 10.a. - Page 37
performance under this Agreement, or the conduct of the services under this
Agreement;
{c) At all times observe and comply with, and cause all of its employees to
observe and comply with all of said laws, ordinances, regulations, orders, and decrees
mentioned above; ·
{d) Immediately report to the City's Contract Manager in writing any
discrepancy or inconsistency it discovers in said laws, ordinances, regulations, orders,
and decrees mentioned above in relation to any plans, drawings, specifications, or
provisions of this Agreement.
__ , •f"!!" -
,
(e) The City, and its officers, agents and employees, shall not be liable at law
or in equity occasioned by failure of the Chamber to comply with this Section.
10. OWNERSHIP OF DOCUMENTS . . ....., -...... ..,..,,..,.,. r,-~• ., ,, , ....
(a) Chamber shall maintain complete and accurate records with respect to sales,
costs, expenses, receipts, and other such information required by City that relate to the
performance of services under this Agreement. Chamber shall maintain adequate
records of services provided in sufficient detail to permit ari evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Chamber shall provide
free access to the representatives of City or its designees at reasonable times to such
books and records; shall give City the right to examin_e and audit said books and
records; shall permit City· to make transcripts therefrom as· necessary; and shall allow
inspection of all work, data, docullJents, proceedings,-and activities .related to this
Agreement. Such records, together. with supporting docum!:3nts, shall be maintained for
a period of three (3) years after receipt of final payment. . .. .... ..,.. ,.. ........
(b) Upon completion of, or in the event of termination or suspension of this
Agreement, all original documents, designs, drawings, maps, models, computer files,
surveys, notes, and other documents prepared in the course of providing the services to
be performed pursuant to this Agreement shall become the sole property of the City and
may be used, reused, or otherwise disposed of by the City without the permission of the
Chamber. With respect to computer files, Chamber· shall make available to the City, at
the Chamber's office and upon reasonable written req,,Uest by the City, the necessary
computer software and hardware for purposes of accessing: compiling, transferring, and
printing computer files. · · ... -~
11. INDEMNIFICATION FOR PROFESSIONAL~ . LIABILITY. Notwithstanding
anything herein to the contrary, to the fullest extent permitted by law for all design
professional services arising under this Agreement, Chamber shall indemnify, protect,
defend and hold harmless City and any and all of its officials, employees and agents
from and against any and all losses, liabilities, damages, costs and expenses, including
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Item 10.a. - Page 38
attorney's fees and costs which arise out of, pertain to, or relate to the negligence,
recklessness, or willful misconduct of Chamber.
12. INSURANCE
•·.
Chamber shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit UC" attached hereto and
incorporated herein as though set forth in full.
13. INDEPENDENT CONSUL TANT
(a) Chamber is and shall at all times remain as to the City a wholly independent
Chamber. The personnel performing the services under this Agreement on behalf of
Chamber shall at all times be under Chambers exclusive direction and control. Neither
City nor any of its officers, employees, or agents shalt have control over the conduct of
Chamber or any of Chamber's officers, employees, or agents, except as set forth in this
Agreement. Chamber shall not at any time or in any manner represent that it or any of
its officers, employees, or agents are in any manner officers, employees, or agents of
the City. Chamber shall not incur or have the power to incur any debt, obligation, or
liability whatever against City, or bind City in any manner.
(b) No employee benefits shall be available to Chamber in connection with
performance of this Agreement. Except for the fees paid to Chamber as provided in the
Agreement, City shall not pay salaries, wages, or other compensation to Chamber for
performing services hereunder for City. City shall not be liable for compensation or
indemnification to Chamber for injury or sickness arising out of performing services
hereunder.
14. UNDUE INFLUENCE
Chamber declares and warrants that no undue influence or pressure was or is
used against or in concert with any officer or employee' of the City of Arroyo Grande in
connection with the award, terms or implementation of this Agreement, including any
method of coercion, confidential financial arrangement, or financial inducement. No
officer or employee of the City of Arroyo Grande will receive compensation, directly or
indirectly, from Chamber, or from any officer, employee or agent of Chamber, in
connection with the award of this Agreement or any work to be conducted as a result of
this Agreement. Violation of this Section shall be a material breach of this Agreement
entitling the City to any and all remedies at law or in equity.
15. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the project
during his/her tenure or for one year thereafter, shall have any interest, direct or indirect,
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Item 10.a. - Page 39
in any agreement or sub-agreement, or the proceeds thereof, for work to be performed
in connection with the project performed under this Agreement.
16. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
(a) All information gained by Chamber in performance of this Agreement shall be
considered confidential and shall not be released by Chamber without City's prior
written authorization. Chamber, its officers, employees, agents, or subcontractors, shall
not without written authorization from the City Manager or unless requested by the City
Attorney, voluntarily provide declarations, letters of support, testimony at depositions,
response to interrogatories, or other information concerning the work performed under
this Agreement or relating to any project or property located within the City. Response
to a subpoena or court order shall not be considered "voluntary" provided Chamber
gives City notice of such court order or subpoena.
. .
(b) Chamber shall promptly notify City should Chamber, its officers, employees,
agents, or subcontractors be s~ryed with any summons, complaint, subpoena, notice of
deposition, request for documents, interrogatories, •·reijuest for admissions, or other . '
discovery request, court order, or subpoena from any person or party regarding this
Agreement and the work performed thereunder or with respect to any project or
property located within the City. City retains the right, but has no obligation, to represent
Chamber and/or be present at any deposition, hearing, or similar proceeding. Chamber
agrees to cooperate fully with City and to provide the opportunity to review any
response to discovery requests provided by Chamber. However, City's right to review
any such response does not imply or mean the right by City to control, direct, or rewrite
said response.
(c) Chamber covenants that neither he/she nor any officer or principal of their
firm have any interest in, or shall acquire any interest, directly or. indirectly, which will
conflict in any manner or degree with the performance of their services hereunder.
Chamber further covenants that in the performance of this Agreement, no person
having such interest shall be employed by them as an office, employee, agent, or
subcontractor. Chamber further covenants that Chamber has not contracted with nor is
performing any services, directly or indirectly, with any developer(s) and/or property
owner(s) and/or firrn(s) and/or partnership(s) owning property in the City or the study
area and further covenants and agrees that Chamber and/or its subContractors shall
provide no service or enter into ·any agreement or agreements with a/any developer(s)
and/or property owner(s) and/or firrn(s) and/or partnership(s) owning property in the City
or the study area prior to the completion of the work under this Agreement.
17. NOTICES
Any notice which either party may desire to give to the other party under this
Agreement must be in writil)g and may be given either by (i) personal service, (ii)
delivery by a reputable document delivery service, such as but not limited to, Federal
Pages
Item 10.a. - Page 40
Express, which provides a receipt showing date and time of delivery, or (iii) mailing in
the United States Mail, certified mail, postage prepaid, return receipt requested,
addressed to the address of the party as set forth below or at any other address as that
party may later designate by notice:
To City:
To Chamber:
18. ASSIGNMENT
City of Arroyo Grande
Steven Adams
City Manager
300 E. Branch Street
Arroyo Grande, CA 93420
Arroyo Grande & Grover Beach Chamber of
Commerce ·
Judith Bean .
Executive Director
800 W. Branch Street
Arroyo Grand~. CA 93420
.. '
The Chamber shall not assign the performance of this Agreement, nor any part
thereof, without the prior written consent of the City.
19. GOVERNING LAW
The City and Chamber understand and agree that the laws of the State of
California shall govern the rights, obligations, duties, and liabilities of the parties to this
Agreement and also govern the interpretation of this Agreement. Any litigation
concerning this Agreement shall take place in the superior or federal district court with
jurisdiction over the City of Arroyo Grande.
20. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to
the obligations of the parties described in this Agreement. All prior or contemporaneous
agreements, understandings, representations, and statements, or written, are merged
into this Agreement and shall be of no further force or effect. Each party is entering into
this Agreement based solely upon the representations set forth herein and upon each
party's own independent investigation of any and all facts such party deems material. ..... -,,....
21. TIME
City and Chamber agree that time is of the essence in this Agreement.
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Item 10.a. - Page 41
22. CONTENTS OF REQUEST FOR PROPOSAL AND PROPOSAL
Chamber is bound by the contents of the City's Request for Proposal, Exhibit "Dn,
attached hereto and incorporated herein by this reference, and the contents of the
proposal submitted by the Chamber, Exhibit "E", attached hereto and incorporated
herein by this reference. In the event of conflict, the requirements of City's Request for
Proposals and this Agreement shall take precedence over those contained in the
Chamber's proposals.
23. CONSTRUCTION
The parties agree that ea.eta has had an opportunity to have their counsel review
this Agreement and that any "i'ufe of construction to the effect that ambiguities are to be
resolved against the drafting party shall not apply in the interpretation of this Agreement
or any amendments or exhibits thereto. The captions of the sections are for
convenience and reference O.QJY, and are not intended to be construed to define or limit
the provisions to which they relate'.' I.'
h ... r•· -.
24. AMENDMENTS , r • • I •• • ... -....
Amendments to this Agreement shall be in writing and shall be made only with
the mutual written consent of all of the parties to this Agreement.
25. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Chamber warrants
and represents that he/she has the authority to execute this Agreement on behalf of the
Chamber and has the authori~ ,a bind Chamber to the performance of its obligations
hereunder. '
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Item 10.a. - Page 42
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF ARROYO GRANDE
By:~--
Steven Adams, City Manager
Approved As To Form:
CHAMBER OF COMMERCE
Its:
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Item 10.a. - Page 43
The Chamber will:
EXHIBIT A
SCOPE OF WORK
1. Coordinate Arroyo Grande Tourism Business Improvement District (AGTBID)
Advisory Board and Tourism and Marketing Committee meetings, as well as
requests from other organizations;
2. Develop a specific marketing plan for TBID Advisory Board approval and make
changes to add new components as directed by the TBID Advisory Board;
3. Provide written recommendations to the TBID Advisory Board and coordinate
outside presentations;
4. Manage marketing consultants and contractors to ensure timelines and
deliverables are met;
5. Manage social media postings and website updates;
6. Monitor and provide data gathered through digital marketing to the TBID Advisory
Board; · ··
7. Handle all tourism inquiries, including website, phone and walk-in;
8. Manage fulfillment of any contracts funded by the TBID;
9. Coordinate payments for services;
10. Participate in tourism industry specific meetings as Arroyo Grande's
representative, including. but not limited to, CCTC, VCB, tradeshows, and
seminars;
11. Provide and edit submitted content for social media and website and coordinate
webinars for training other contributors; and
12. Provide "vistarroyogrande~ urls for use by the TBID.
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Item 10.a. - Page 44
EXHIBIT B
PAYMENT SCHEDULE
City shall pay Chamber a total annual sum of thirteen thousand dollars ($13,000.00) for
services set forth in Exhibit 8, Scope of Work. Chamber shall invoice City on a
quarterly basis for a total of four equal payments of three thousand, two hundred and
fifty dollars ($3,250.00).
1f::tl anr ..
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Item 10.a. - Page 45
EXHIBIT C
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Worlc, Chamber will maintain
insurance in conformance with the requirements set forth below. Chamber will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Chamber agrees to amend, supplement or
endorse the existing coverage to do so. Chamber acknowledges that the insurance
coverage and policy limits set forth in this section constitute the minimum amount of
coverage required. Any insurance proceeds available to City in excess of the limits and
coverage required in this agreement and which is applicable to a given loss, will be
available to City.
Chamber shall provide the following types and amounts of insurance :
Commercial General° Uaoilftf tlSMifrance using lnsura'nce Services Office "Commercial
General liability" policy froni 1e'$ '00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. TherEfllhal! be no cross liability exclusion for claims or suits by
one insured against another.'rt:fmits are subject to review but in no event less than
$1,000,000 per occurrence. ,. -_·r
·! ·,
Business Auto Coverage on -i;so Business Auto Coverage from CA 00 O 1 including
symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no
event to be less than $1,000,0,00 per accident. If Chamber owns no vehicles, this
requirement may be satisfied_ by a non-owned auto endorsement to the general liability
policy described above. If Ch~riioer or Chamber's employees will use personal autos in
any way on this project, Cbw,nber shall provide evidence of personal auto liability
coverage for each such person ..
Workers Compensation on a state-approved policy form providing statutory benefits as
required by law with employer's fiability limits no less than $1,000,000 per accident or
disease.
Insurance procured pursuant to these requirements shall be written by insurer that are
admitted carriers in the state California and with an A. M. Bests rating of A-or better and -~,,, a minimum financial size VII. .· · ..
General conditions pertaining to provision of insurance coverage by Chamber. Chamber
and City agree to the following with respect to insurance provided by Chamber:
1. Chamber agrees ~o have its insurer endorse the third party general liability
coverage required herein to include as additional insureds City, its officials employees
Page 11
Item 10.a. - Page 46
and agents, using standard ISO endorsement No. CG 2010 with an edition prior to
1992 . Chamber also agrees to require all Chambers, and subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement
shall prohibit Chamber, or Chamber's employees , or agents , from waiving the right of
subrogation prior to a loss. Chamber agrees to waive subrogation rights against City
regardless of the applicability of any insurance proceeds, and to require all Chambers
and subcontractors to do likewise.
3. All insurance coverage and limits provided by Chamber and available or
applicable to this agreement are intended to apply to the full extent of the policies .
Nothing contained in this Agr~r:nent or any other agreement relating to the City or its
operations limits the application 1df such insurance coverage.
(' '''\,.,, .
4 . None of the coverages required herein will be in compliance with these
requirements if they include a'nyiJilniting endorsement of any kind that has not been first
submitted to City and approve):f o°tin writing.
Ch~r1·
5. No liability policy~h~U contain ·any provis'ion or definition that would serve
to eliminate so-called "third pa'rtfaction over" claims, including any exclusion for bodily
injury to an employee of the insured or of any Chamber or subcontractor .
.... '""' .. --
6. All coverage types··and limits required are subject to approval, modification
and additional requirements bfthe City, as the need arises. Chamber shall not make
any reductions in scope of coverage (e.g. elimination of contractual liability or reduction
of discovery period) that may affect City's protection without City's prior written consent. '-,"' r=-,
7. Proof of compli~nqe with these insurance requirements, consisting of
certificates of insurance evid~ncing all of the coverages required and an additional
, ' •• l insured endorsement to Chamber's general liability policy, shall be delivered to City at
or prior to the execution of this .Agreement. In the event such proof of any insurance is
not delivered as required, or in the event such insurance is canceled at any time and no
replacement coverage is provided, City has the right, but not the duty, to obtain any
insurance it deems necessary to protect its interests under this or any other agreement
and to pay the premium. Any pre'mium so paid by City shall be charged to and promptly
paid by Chamber or deducted from sums due Chamber, at City option.
''I\•-·· -
8 . Certificate(s) are'to reflect that the insurer will provide 30 days notice to
City of any cancellation of c9verage . Chamber agrees to require its insurer to modify
such certificates to delete any· exculpatory wording stating that failure of the insurer to
mail written notice of cancellation imposes no obligation, or that any party will
"endeavor" (as opposed to being required) to comply with the requirements of the
certificate.
9. It is acknowledged by the parties of this agreement that all insurance
coverage required to be provided by Chamber or any subContractor, is intended to
Page 12
Item 10.a. - Page 47
apply first and on a primary, noncontributing basis in relation to any other insurance or
sett insurance available to City_:··
10. Chamber agrees .to ensure that subcontractors, and any other party
involved with the project who· ·is brought onto or . involved in the project by C_hamber,
provide the same minimum insurance· coverage required of Chamber. Chamber agrees
to monitor and review all such:_coverage and assumes all responsibility for ensuring that
such coverage is provided in conformity with the requirements of this section. Chamber
agrees that upon request, all ·agreements with subcontractors and others engaged in
the project will be submitted to City for review.
11 . Chamber agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of ih"e' insurance required herein and further agrees that it will
not allow any Chamber, subContractor, Architect, Engineer or other entity or person in
any way involved in the performance of work on the project contemplated by this
agreement to self-insure its o_t>t;g*ions to City. If Chamber's existing coverage includes
a deductible or self-insured . retention, the deductible or self-insured retention must be
declared to the City. At the tHne~ine C ity shall review options with the Chamber, which
may include reduction or :el1m'iiiation of the deductible or self-insured retention,
substitution of other coverage ;:~.r other solutions .
..
12 . The City reserves the right at any time during the term of the contract to
change the amounts and types of insurance required by giving the Chamber ninety (90)
days advance written notice..of such change . If such change results in substantial
additional cost to the Chamber, the City will negotiate additional compensation
proportional to the increase benefit to City.
:r
13. For purposes of. applying insurance coverage only, this Agreement will be
deemed to have been execute~·:Jmmediately upon any party hereto taking any steps
that can be deemed to be in furtherance of or towards performance of this Agreement. . -.
14. Chamber acknowledges and agrees that any actual or alleged failure on
the part of City to inform Cham~~r of non-compliance with any insurance requirements
in no way imposes any additional obligations on City nor does it waive any rights
hereunder in this or any other. regard.
15. Chamber will renew the required coverage annually as long as City, or its
employees or agents face an E!xposure from operations of any type pursuant to this
agreement. This obligation applies whether or not the agreement is canceled or
terminated for any reason. Te{mination of this obligation is .not effective until City
executes a written statement to that effect . . .. , .. , ..
16. Chamber shall p~ovide proof that policies of insurance required herein
expiring during the term of this .Agreement have been renewed or replaced with other
policies providing at least the same coverage . Proof that such coverage has been
ordered shall be submitted prior to expiration . A coverage binder or letter from
Page 13
Item 10.a. - Page 48
Chamber's insurance agent to this effect is acceptable. A certificate of insurance and/or
additional insured endorsement as required in these specifications applicable to the
renewing or new coverage must be provided to City within five days of the expiration of
the coverages . ·
17. The provisions of any workers' compensation or similar act wilt not limit
the obligations of Chamber under this agreement. Chamber expressly agrees not to use
any statutory immunity defenses under such laws with respect to City, its employees,
officials and agents.
18. Requirements of specific coverage features or limits contained in this
section are not intended as limitations on coverage, limits or other requirements nor as
a waiver of any coverage nom,•ctliy provided by any given policy. Specific reference to a
given coverage feature is for pufP,oses of clarification only as it pertains to a given issue,
and is not intended by any party· or insured to be limiting or all-inclusive.
19. These insurance requirements are intended to be separate and distinct
from any other provision in t~s ·~9~eement and are intended by the parties here to be
interpreted as such. ,nP
20. The requirements in this Section supersede all other sections and
provisions of this Agreement to the extent that any other section or provision conflicts
with or impairs the provisions' of this Section . . ''""' ..
21 . Chamber agree_s::io-be responsible for ensuring that no contract used by
any party involved in any way with the project reserves the right to charge City or
Chamber for the cost of additional insurance coverage required by this agreement. Any
such provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the· cost of complying with these requirements. There shall
be no recourse against City . for; payment of premiums or other amounts with respect
thereto.
22. Chamber agrees! to provide immediate notice to City of any claim or loss
against Chamber arising out or t~e work performed under this agreement. City assumes
no ob\igation or liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or cl~_ims if they are likely to involve City.
•. -I
Page 14
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0'$#$" &$*&-Attachment 5Item 10.a. - Page 49coraggiogroup + ' JIit
Coraggio Group503.493.1452 | coraggiogroup.comPhoto credit: https://www.sellingpismobeach.comVisit Arroyo GrandeStrategic Planning Insights Report April 6, 2020Attachment 6Item 10.a. - Page 50
2Approach Methodology This report summarizes the data collection and outreach efforts conducted on behalf of Visit Arroyo Grande as the organization prepares to create its 2023 Strategic Plan. The purpose of this outreach was to stakeholder perception of the current state of tourism in Arroyo Grande and gain insights on potential priorities for the organization’s Strategic Plan. This report was developed by surveying Visit Arroyo Grande stakeholders on the following topics: This report highlights key themes identified from the survey results. Each theme is supported by survey data and relevant quotations. These themes were developed using the following methods: •Quantitative questions were analyzed using category means,percentage rates and frequencies.•Qualitative, open-ended questions were analyzed by assigning themesinfluenced by response content and Coraggio’s interpretation of thoseresponses.4%43%23%9%21%RespondentsBoard MemberCommunity MemberIndustry Partner/StakeholderLodging OwnerRestaurant/Store Owner•Strategic Guidance•Destination Brand•Role Importance andEffectiveness•Mission and Leadership•Tourism Drivers, Assets, andExperiences•Tourism Support and EnablersItem 10.a. - Page 51• • • • •
3Key Themes1. Arroyo Grande is a destination anchored by its food & beverage opportunities, its access to outdoor recreation, and its small-town charm positioned between key metropolitans.2. Arroyo Grande’s brand is fixed. Focus on quality of experience is imperative.3. Visit Arroyo Grande’s role continues to be primarily a marketing organization purposed with driving brand awareness through marketing leadership.4. Events are seen as a key vehicle to driving visitation, opportunities exist to create and promote an expanded event portfolio. 5. Collaboration with local organizations and governments is wanted and necessary to improve the Arroyo Grande tourism experience; key areas include product development, small business support, and infrastructure investment.6. Limited nightlife, entertainment and retail options (downtown experiences) are barriers to growing Arroyo Grande’s tourism economy.7. Stakeholder and government engagement and communication is required to generate greater awareness and support of Visit Arroyo Grande’s efforts.Item 10.a. - Page 52!!!!coraggiogroup
4Arroyo Grande: Current BrandWhat THREE words do you believe describe Arroyo Grande's brand as a destination today? What makes Arroyo Grande a unique destination today?•Arroyo Grande is seen as a charming, historic, small town experience on the Central Coast of California.•Its access to quality wine experiences and off the beaten path beach adventures are the complimentary assets to be leveraged.Key Takeaways:Item 10.a. - Page 53!!!!coraggiogroup
5Arroyo Grande: Future BrandWhat THREE words would you use to describe Arroyo Grande's brand as a destination in the future? What would you like Arroyo Grande's brand to be?•The future brand of ArroyoGrande looks much like itdoes today.•Its small-town charm,coupled with quality wine andaccess to beach experiences,are core brand differentiators.•With a solid brandfoundation, focus becomesoriented towards brandawareness.Key Takeaways:Item 10.a. - Page 54
6Strategic PrioritiesWhat do you believe are the THREE greatest strategic opportunities for Arroyo Grande as a destination?Key TakeawaysBrand Awareness (23 respondents):Many believe the most strategic thing Visit Arroyo Grande can do is promote the brand, as is.Food/Wine Tourism (20 respondents):Arroyo Grande is perceived to have quality food and wine offerings that could serve as a differentiator in its marketing efforts. Event Marketing/Creation (15 respondents):Events are believed to be a primary tool to attract visitors to Arroyo Grande. Promoting existing or partnering with stakeholders to create new events could be key tools in driving awareness and visitor traffic.Product Development & Business Support (12 respondents):Some stakeholders believe that a more diverse set of attractions (retail, cultural, etc.) could help better position Arroyo Grande as a travel destination. Catalyzing this effort lies in the evaluation of favorable, pro-business regulations that better incentivize entrepreneurship.Other (5-7 respondents):Sustainability/Stewardship, Transportation Management, Downtown ActivationItem 10.a. - Page 55
7Tourism ThreatsUsing the list below, what do you believe are the top THREE threats facing Arroyo Grande as a destination?• Aligning with strategic priorities, AG’s limited brandawareness is the destination’s #1 threat.• AG’s perceived lack of nightlife and entertainment alsopresents a barrier to growth in tourism, as it is a key monetizer and asset in any tourism market. Some mentioned a less than ideal downtown experience as something that may be supporting this threat.• California’s affordable housing issues and its perceivedthreat to tourism economies are felt in AG as well.•The destination believed public infrastructure could bea threat to tourism growth, a common issue among road trip markets.• California’s growth and status as America’s topvacation destination has increased competition amongdestinations within the state. Stakeholders believe thisthreat could be experience in AG.•The upcoming/arrived economic downturn is a threat toall destinations, AG is not immune and stakeholdersare aware.Key Takeaways30% 30%28%23%21%19%16%0%5%10%15%20%25%30%35%Limited BrandAwarenessLimitedNightlife &EntertainmentAffordableHousingInsufficientPublicInfrastructureIncreasedCompetitionEconomicDownturnsInsufficientDestinationInformation &WayfindingTop Tourism Threats (+10%)Item 10.a. - Page 56
8Arroyo Grande Tourism Offering Rating:Using the scale below, please rate your perception of the quality of each area of Arroyo Grande's tourism offering.2.923.363.123.223.773.392.673.532.9412345RatingAverage Rating•The AG tourism experience is anchored in itsFood, Wine, and Outdoor recreationopportunities.•Middle of the road lodging options, combinedwith food & beverage and outdoor recreationoptions may position AG as a viablebasecamp to explore the broader centralcoast, but work is required.•Limited nightlife, entertainment, and retailopportunities may limit the full monetizationpotential of tourists in AG.•Attractions and events, foundational assetsthat attract visitation could also useimprovement.•Destination information is often first point ofcontact with a visitor. Ensuring qualitywebsites and engaging content is key toconversion.Key Takeaways:Item 10.a. - Page 57-~ 0C:, &0<:-~ 0 !::-C:, ~ ~ • !::-°-' · O<:-CJ ~qJ$ &0 0 -~0 ~~ cY -0~ ~'lf o/0 ,:.0 ~? -!::-~ ~ 0~ ~'lf rt-~ ~ "?-G ~o~ '<>0 ~o 0~ 0~ 'l:f «l ~ . 'b-,~ 'o 'b-0~ ~ -o~ 0 · O<:-'b-«) ~ -~"'($ «_00 c,O ~ ~ ~ 'b-'l:f -~0 ~0 ~ ~~ ~~ -<:-0 ~ 0G 0e:; • !::-°-' ~cy' 'b-~ 'b-~ 'odj &0 vO o' ~-s ,s~o cl 0
9•Support for AG tourism is middle of the road and could use improvement across the board.•Stakeholder and resident support are foundational elements of a successful tourism industry and should be a focus.•Tourism funding could also be improved, but often correlates to the success of local marketing campaigns and resulting visitor traffic.•Improving wayfinding and signage, as well as visitor information is key in a road trip market with many competitive alternative visitation options.• Government support is the destination’s main support strength and should be leverage to improve other support structure areas.Key Takeaways3.272.523.263.003.093.003.142.912.7512345RatingAverage RatingArroyo Grande Tourism Support StructuresRate your perception of the quality of each area of Arroyo Grande's tourism support structure.Item 10.a. - Page 58-0~ F:,C:, &0 0~ 0~ &-~°" ~C:, -o~ ~~ ~ 0 cr-,;:, ~ ~ ~o ~ c.,·J~ &,<::' ~,;:, c.,v~ c.,v~ «._v<::' 0~ ~ -~ 0~ ~cf ~c.,~ •w ~ ~ ~ o' ·F:,~ -o~ (}I ~'lf 93-~0 ~ 'S:-~ ~<::' ~ -F:>~ ,~ ;i.0 ,:§-"' ~ 0<:d t? ,:§-"' ~v ~0 tf "-0 OJ::J ~,SJ &-<::' cr-0 "-0 «.~ (8 ~C:,~ ~'l>' w ?l> c.,0 @-0 "-'~ & ;i.'\. ~o~ ~ -~O ~ .:s.~ (:P ~1f c.,'-~ 0" ,~
10Visit Arroyo Grande: Organizational ReputationWhat THREE words do you believe best describe Visit Arroyo Grande's reputation as organization?•Visit Arroyo Grande is a relatively unknown entity in the community.•The organization is friendly, collaborative and passionate about what they do.•Opportunities exists to better establish a vision for the destination, organize strategically, and communicate effectively.Key Takeaways:Item 10.a. - Page 59!!!!coraggiogroup Collaborative ma I IVlsionles~ . . D1sorgan1zed Unheard'Aolltics ownAffective Fashion.ed urroyo R Visit Developing Creat1ye n nownlocals Ineffective Pol"tical Li~la~~s O I dF ri end I YiF a i rNon Aware TraeSSIOWPism~o U r·1 stsKno~riSmall-Town Supportive .., I ' Fam1l1arEffect1ve Altruistic Comm Un 1·tul:'~ssionat~ Active ,~~ell-Meaning Gra11deN e1a1Know Bu"lding Informative . vvvibrant Non-Functioning AskKnstel')Bring Smart
11Visit Arroyo Grande’s Mission Please select your level of agreement with each statement•Many are not aware of Visit ArroyoGrande’s mission and purpose, yet it isseen as critical to a thriving tourismeconomy in AG.•Opportunities exist to better positionthe organization as the lead voice ofthe industry and communicate apurpose that rallies stakeholders to acommon vision.Key Takeaways:3.134.203.5612345I feel I have anunderstanding of VisitArroyo Grande's primarymission/purposeVisit Arroyo Grande'smission/purpose is criticalto a thriving tourismeconomyVisit Arroyo Grande is thelead voice for the city'stourism industryItem 10.a. - Page 60
12Key TakeawaysMarketing Leadership:Visit Arroyo Grande’s main role and responsibility remains that of a traditional DMO, to provide destination marketing leadership in order to drive overnight stays and tax revenuesStakeholder Collaboration and Inclusion:Continuing to collaborate with local tourism stakeholders is also seen as a key role. Some believe expanding outreach to include a broader set of tourism stakeholders could be warranted.Event Promotion:Events continue to be a focal point of driving visitation. The creation, support, and promotion of said events is believed to be an opportunity for Visit Arroyo Grande Advocacy:Some stakeholders would like to see Visit Arroyo Grande take a position on the creation pro-business regulations, infrastructure investment, and product development - all supporting areas of a viable tourism economyVisit Arroyo Grande Roles and Responsibilities What THREE roles or responsibilities do you believe Visit Arroyo Grande should focus on providing to help its tourism stakeholders and support a thriving tourism industry?Item 10.a. - Page 61
503.493.1452 | coraggiogroup.com13Item 10.a. - Page 62