HomeMy WebLinkAbout2013/08/13 Item 15_ _ ,~
~~ ~ _ ~. --~ -• CITY COUNCIL
~- =~ ~ AGENDA STATEMENT
_ _ ~, ,~ ~`~~ CITY OF
CHULA VISTA
Item /5
AUGUST 13, 2013
ITEi\1 TITLE: REQUEST FOR COUNCIL DIItECT10\' REGARDLNG THE
FUTURE OF A TOL`RISA4 i`4ARKETLNG DISTRICT FOR THE
CITY OF CHUZA VISTA HOSPITALITY INDUSTRY
' ~4ARKETII~TG AI~iD COit4i~ 'ICATIONS MA\?AGER_ /~
SUBMITTED BI
ASSISTANT CITY~E
REVIENED BY: CITY MANAGE
ASSISTANT CITY . ~\TAGER~(j~
~/STHS VOTE: YES ~ NO ~X
SU171i 4ARY
Follovting the disestablishment of the City of Chula Vista Tourism Mazketing District (TD~ID) on
October 23; 2012; staff was asked to return to the City Council with information on potential
next steps for a TMD.
A new TMD would provide a dedicated source of fundins for "improvements and activities' that
benefit the real property and/or businesses of the District with the professional guidance and
support of the hotel/motel industry. The primary stated goal of the industry in the past has been
to increase ovemieht and multi-night stays in the city's 24 hotels and motels. The active
participation of the hospitality industry from the beginning of the process would accelerate the
effectiveness of improvements and activities selected by the District to increase their collective
success; and ensure a collaborative approach to mazketing the local features that compliment that
success.
If the Cit<~ Council is interested in pursuins a TMD. Council is asked to direct staff to meet with
the hotel/motel o~~nersloperators to gauge interest in a new TMD. The group would be asked to
consider how that entin~ should be formed; what level of assessment would be desirable. what
are the coals; how the oversiehUmanagement should be provided; what is the duration of the
TD4D; and review estimated start-up costs and a proposed budget.
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EN~TIRONA'IENTAL RENTER'
The Environmental Review Coordinator has reviewed the proposed activity for compliance a~th
the California Environmental Qualit}= Act (CEQA) and has determined that the activity is not a
Project as defined under Section ISS78 of the CEQA Guidelines; therefore pursuant to Section
15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus no
environmental review is necessary.
RECOMMENDATION
That the City of Chula Vista City Council discuss the desirability of and options for establishing
a Tourism Mazketing District and provide direction to staff on potential discussions with
hotel/motel owners/operators.
DISCUSSION _
Tourism Marketins Districts provide a stable source of funding that directly benefits the
businesses in the TMD. Additional benefits of TMDs include:
• The marketing and promotion activities are designed and created under the oversight of
those who pay the assessment
• The TMD is governed by those who pay the assessment
• Funds cannot be diverted for public or private programs that are not pre-approved by the
TMD, under their adopted rules of governance
• Funds aze raised through a small assessment paid by visitors that stay at the hotels/motels
and are used to provide services desired by and directly benefitting the businesses in the
district.
Staff was asked to return to City Council with a report regarding the options for establishing a
Tourism Marketing District (TMD) in the City of Chula Vista. Staff recommends the Council
consider one of the following two options for establishing a new Tourism Marketing District.
Option 1) City of Chula Vista manages the Tourism Marketing District
A new Hotel/Motel Committee could be established with a majority of hotel/motel operators and
other stakeholders to set priorities and oversee the improvements and activities including their
direction for marketine, advertising. and promotional activities and how the funding is spent. The
new TMD would beyoperated by the City of Chula Vista following a majority vote by the
hotel/motel operators. The Cit}= would dedicate a staff member to serve as the liaison with the
hotel/motel owners/operators and would coordinate the improvements and activities selected and
funded by the industry including a comprehensive marketing and advertising. program through
the City`s Office of Communications. The strategic marketing and advertising program would
promote Chula Vista, its visitor amenities, its attractions, its proximity to San Diego and its
attractions, all with the goal of capturing more ovemight/multi-night visitors. The City would
regularly communicate and coordinate with the Hotel/Motel Committee to ensure ongoing
feedback, provide budget reports, and update the committee on results of advertising and
marketing efforts. City staff would provide quarterly reports to the City Council. As a City
function, this program ~a=ould be managed following established financial, accounting, and audit
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practices conducted b}~ the City's Finance Department. The program coals; budget; and financial
reporting would be presented and considered for approval b.' the City Council annually.
Option 2) Ivon-Profit Entity manages the Tourism Mazketing District
A new'fi\~ID is established through the City of Chula Vista and is managed by a new non-profit
entity (e.g., Chula Vista Tourism Authority) follo~~dne a majority vote by the hotel/motel
owners. The non-profit entity would hire staff to manage the program. The City would enter into
an agreement Nith the non-profit entity to oversee a strategic mazketine and advertising program
to promote Chula Vista, its visitor amenities. its attractions; its prosimih~ to San Diego and its
attractions, all with the goal of capturing more ovemighUmulti-night visitors. A new HotelMotel
Committee could be established with a majority of hotel/motel operators and other stakeholders
to set priorities and oversee the marketing; advertising; and promotional activities and how the
funding is spent. The program coals, budget, and financial reporting would be presented;
reviewed and considered for approval by the City Council. City staff would provide oversight of
the agreement and the non-profit entity would provide regular (quarterly) reports to the City
Council.
Under either scenario, the Office of Communications recommends considering a TMD
governance structure with the following elements:
1) A HoteUMotel Committee should be established that includes a majority of
hoteUmotel representatives. This committee would be responsible for overseeing and
directing activities of the TMD program. The committee also could include a City of
Chula Vista Office of Communications representative; and could include
representatives from other organizations such as Chula Vista Chamber of Commerce,
Third Avenue Village Association; South Couni<~ Economic Development Council
other visitor industry representatives.
2) A Tourism Marketing Subcommittee that is advisory to the Hotel/Motel Committee
should be established and should include hotel/motel representatives; aCity of Chula
Vista Office of Communications representative; as well as invite representatives from
Chula Vista Center; Otay Ranch Towm Center. Aquatica, Live Nation/Sleep Train;
Living Coast Discovery Center, and Sports Commission. City of Chula Vista
Recreation Dtrector; City of Chula Vista Arts/Culture representatives. other visitor
industry representatives. This subcommittee would meet quarterly to keep the TI\~ID
informed of upcoming activities and opportunities for cross-promotion.
3) Chula Vista City Council oversieht. The City Council would approve an annual
budget and goals, and would receive quarterly reports on TMD activities as well as
budget and financial updates. The program budget would be managed following
established financial, accounting; and audit practices conducted by the City's Finance
Department.
If council directs staff to pursue establishing a Ti\~ID; staff would invite hotel/motel o~~mers and
operators to discuss the potential for establishing a ne~v Tourism Mazketing District; consider
how that entity should be formed. what level of assessment would be desirable, what are the
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goals, how the oversight management should be provided, what is the duration of the TMD; and
review estimated start-up costs and a proposed budget.
LEGAL ANALYSIS
The City Attorney has identified some potential issues which will require further analysis and
research, based on the City Council's direction in this matter. The issues are discussed briefly
below.
Proposition 26
Proposition 26 became effective in November 2010, subsequent to establishment of the City's
prior TMD. Proposition 26 expanded the definition of "tax" to include "any levy, charge or
exaction, of any kind imposed by a local government," unless it falls into one of the enumerated
exceptions. If no exception applies; no such "tax° could be imposed without voter approval.
In the case of a potential TMD assessment; there are at least three exceptions which may
apply that would eliminate the requirement for ``voter approval":~
(i) a charge imposed for a specific benefit conferred or privilege granted directly to
the payor that is not provided to those not charged, and which does not exceed
the reasonable costs to the local government of conferring the benefit or
granting the privilege;
(ii) a charge imposed for a specific government service or product provided directly
to the payor that is not provided to those not charged, and which does not
exceed the reasonable costs to the local government of providing the service or
product; and
(iii) assessments and property-related fees imposed in accordance with the provisions
of art. XIIID (Prop 218).
In addition, an assessment would be exempt from Proposition 26, if it were determined that it
was not being "imposed' by the City. With a TMD assessment, it could be argued that the City is
not "imposing" the assessment, if the hotel/mote] owners voluntarily agree to assess themselves.
Even if voter approval is required; an argument could be made that the appropriate group of
"voters'' are the hotels themselves, not the entire City.
Notwithstanding the above. the City Attorney's office will need to conduct additional research
on the application of Proposition 26 to any proposed TMD assessment to make sure that it
complies or is otherN~ise defensible as "exempt.'' The law continues to be unclear in this area. It
is of note that the City of San Diego initiated a validation proceeding for a similar business-based
assessment, in order to obtain a court determination that it is compliant with Proposition 26. We
will continue to follow that proceeding and provide the City Council with updates as we learn of
them.
' Cal.Const. Art. XIIIC, ~ 1, subd. (e).
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O«~ners Association
One option to be considered by the Cit}~ Council is that the TNID would be manased by City
staff rather than by a third-parrs-; ossners association. Rltether or not this structure is allowed
under current lase. is another issue that will warrant further leeal reseazch and analysis.
depending on the Citv Council's direction. The City could create its ossn TMD structure as a
Charter City to address this issue.
The Propem and Business Improvement District Law of 1994' ("PBID Law") allows the Cin~ to
initiate proceedings to establish a property or business improvement district; "upon the
submission of a w7itten petition. signed by the property or business ossners in the proposed
district svho will pay more than ~0 percent of the assessments proposed to be levied."' It requires
that the City adopt a district plan and provides that the ~~manaeement district plan may, but is not
required to, state that an ossners association will provide the improvements or activities
described in the manasement district plan if the management district plan designates an osyners'
association; the city shall contract with the designated nonprofit corporation to provide
semices.'a This provision seems to imply that an ossners` association is discretionary, but that if
one is designated, it must be anon-profit corporation, under contract to the Cih~. However, there
are other provisions of the PBID Law which require certain actions be done by the osimers'
association. indicatine that it may be mandatory to have such an ossners' association.' There is
no case law interpreting the PBID Law. In addition. each of the cities we surveyed used athird-
pam~, non-profit corporation as the ossmers association. Thus, sve have no clear authorih° or
precedent for the Cih actine as the administrator or owners' association of the TD4D and it
remains unclear as to whether the City could leeally do so using the existing PBID structure.
In light of the above. the City may want to consider adopting its osyn ordinance to govern the
establishment of business improvement districts in the City. The PBID Law cleazly contemplates
this in Section 36603 which states: "\othina in this part is intended to preempt the authority of a
charter city to adopt ordinances providing for a different method. of levying assessments for
similaz or additional purposes from those set forth in this part." By adopting its ossv ordinance;
the City may be able to clazify some of the ambiguity in the existing PBID Law.
Other California Tourism Marketing Districts
Ciry ofOcemaside, T~YID Established 2010
In January 2010. the City of Oceanside established a Tourism Darketing District to provide
funding for a collective mazketing effort to benefit tourism. The Cih~ collects 15% of hotels
(with 30 or more rooms) gross revenue and passes throueh the funds to a nonprofit croup called
Visit Oceanside; Inc. This nonprofit organization seas set up to administer the TMD. The TMD is
valid for five yeazs. The Cit}~ receives 510,000/year to administer the TD4D. The City paid
'- Cal. Sts. 8- High. Code §56600, et seq.
' Id at 56621.
"Id. at 36651.
s See, Cal. Sts. R High. Code j 6650 (ostners` association shall prepare annual report).
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$21,70 from General Fund and Redevelopment Funds to create the TMD. The TMD reimbursed
those funds following formation.
Visit Oceanside Inc.; a nonprofit corporation, is the Conference and Visitors Bureau (CVB) for
Oceanside and was established to administer the TMD funding. Visit Oceanside has a 19-
member board of directors that includes representatives of local hotels and restaurants; city
commissions; city staff. police, museums, Legoland, MainStreet, Oceanside; and Camp
Pendleton. The aeency employs 8 people.
In addition to destination marketing, Visit Oceanside manages the California Welcome Center-
Oceanside and facilitates the Oceanside Tourism Council. The Oceanside Tourism Council
(OTC) was created in partnership with tourism related business in order to unite the industry in
impacting issues that directly affect tourism and visitor spending in Oceanside. The OTC
promotes tourism issues. related sales, public policy, education and marketing.
City of Sacramento, TMD Established 2012
Sacramento lodging businesses petitioned the City of Sacramento to replace the existing Tourism
Business Improvement District (included City, unincorporated County, and City of Isleton) with
a new district in order to recon5gure services and benefit zones as well as to change the method
of assessment and increase total revenue. The new district is named the Sacramento Tourism and
Marketing District.
The total STMD assessment budget in the first year of operation is estimated to be $5.2 million.
City of Sacramento retains 2% of the assessment to cover costs of collection and administration.
Sacramento ConVis manages the STMD. The STMD is composed of approximately 114 lodging
businesses and they are assessed a rate of 1% to 3% of gross room revenue depending on their
benefit zone. The percentage-based assessment provides additional funds to allow for more
marketing and sales efforts as well as for increased zone specific marketing.
Ciry of Santa Motaica,. Td9D established 2012
TMD includes all lodging businesses located within the boundaries of the City of Santa Monica
with an average daily room rate of $100 and above (30 businesses). Assessment funds are used
for marketing and sales promotions to increase tourism and to market Santa Monica lodging
businesses as tourist, meeting, and event destinations. Assessment is a fixed rate per room night.
TMD has a five year term beginning Jan. 1, 20li through Dec. 31, 2017. The TMD is expected
to generate $3.1 million per year. The Santa Monica Convention and Visitors Bureau serves as
the ov<mers association for the TMD and a hotel committee is responsible for making
recommendations to the CVB Board regarding TMD funds and programs. The hotel committee
may research the feasibility of expanding the TMD to include businesses other than hotels. Any
such modification would require an amendment to the proposed Management Plan, as well as a
new public hearing and resolution adopted by the City Council. The City retains $16,500
annually of the SMTMD assessments to cover administrative costs.
Smtta Cru= County Tourism Marketing Dish•ict, established 2010
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In June of 2010. Santa Cruz County joined many other tourism destinations throughout
California in establishing a Tourism Mazketing District (TNID). The action taken by the Santa
Cruz Count= Boazd of Supervisors finalized the District which includes the unincorporated azeas
of the County as well as the cities of Scotts Valley=, Capitola, Santa Cruz and V.%atsonville. Each
City Council gave their consent through a resolution to be part of the count~2de effort. Before
the action was brought before the County or the Cities. the majority of the lodging industry
signed an official petition supporting the initiative. The counriwide Tb~ vti~ll benefit local Santa
Cruz County residents. businesses and goverrunent bv_ generating locally collected taxes related
to tourism spending, supporting hundreds of local businesses and helping to keep residenu
employed. The focus of the district is specifically to increase overnight visitation; particulazh=
during the non-summer months. Anv lodging propem or vacation rental company representing
six or more units and operating within Santa Cruz County is included in the TD4D. The Santa
Cruz Count= Conference and Visitors Council has been identified as the implementing agency
for the Tb~ID mazketing program. The District is funded through a lodging propem= assessment;
51.30 for properties with thirt}= or more units/rooms; 51.00 for units with fewer than thirty rooms
and more than five. The Santa Cruz TMD brings in approximately 51.1 million/yeaz (FY 2012
number).
DECISION MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-
specific and consequently, the 500-foot rule found in California Code of Regulations Section
18704.2(a) (1) is not applicable to this decision. Staff is not independently aware, nor has staff
been informed by any City Council member, of any other fact that may constitute a basis for a
decision-maker conflict of interest in this matter.
CL"RRENT YEAR FISCAL IMPACT
Initial staff costs for communications and legal staff support will be covered under the existing
FY 2013-14 general fund budget. The City may be reimbursed for costs incurred as part of the
formation but would need to be reviewed to ensure compliance with Califomia State and
Highways Code 36600.
ONGOING FISCAL IDIPACT
If a new TMD is established; ongoing costs to the Cin= associated with administering the TD4D
will be considered as part of the budget developed in consultation with the Hotel/Motel
Committee and presented to the City Council annualh= for approval. If formation occurs afrer FY
20li-14, the City ma}= be reimbursed for costs incurred as part of the formation but would need
to be reviewed to ensure compliance with Califomia State and Highways Code 36600. The City
also benefits from increased Transient Occupancy Taxes. as well as sales tax increases and local
jobs creation associated with higher volume of visitor stays and purchases during those stays. In
addition. an ongoing mazketing and advertising program boosts awazeness of the city; its assets;
its location, and its appeal as a destination for visitors. As the City`s development plans aze
implemented (e.g., Millenia; Chula Vista Ba_vfront. Otav Ranch) those new properties will
expand the variety of hotels in Chula Vista and contribute funding to the advertising and
marketing program administered by the TMD.
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CItY OF
CHUTA VISTA
August 12, 2013
T0: The Honorable Mayor and City Council
FROM: James D. Sandoval, City Manag
SUBJECT: Correction to August 13, 2013 ity Council Agenda Item 15 re: Tourism Marketing
District (TMD)
Errata Sheet
Revision to Item 15
On page 5, paragraph 2, under "Owners Association," it states "Thus we have no clear authority of
precedent for the City acting as the administrator or owners' association of the TMD and it remains
unclear as to whether the city could legally do so using the existing PBID structure." This statement
needs further clarification.
According to the report Tourism Business Improvement Districts: A Study of Tourism Business
Improvement Districts in California (issued in November 2010 by Strategic Marketing Group and Civitas),
of the respondents to a survey on tourism related business improvement districts, 18 percent of
respondents indicated the TMD funds were administered by a City or County. The study did not indicate
which California cities administered their TMD funds. If staff is directed to take additional steps
regarding establishing a TMD, further research would need to be conducted on what/how local
governments are administering TMDs.