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Agenda 03/10/2015 Item #16F5 3/10/2015 16.F.5. EXECUTIVE SUMMARY Recommendation to review and approve proposed changes to the FY 16 Tourist Development Council Grant Applications for Category B, C-2 and Sports Event Assistance and make a finding that this item promotes tourism. OBJECTIVE: Review grant applications as recommended by the TDC and the Clerk's Finance Department for FY 16 grant cycle. CONSIDERATIONS: The TDC requested that the tourism staff consider changes to the grant applications for FY 16, review those changes with the Clerk's Finance Department staff and bring those suggested changes back to the TDC for review and recommendation for BCC adoption. Staffs goal has been to simplify the application process and make these grants more attractive to prospective applicants. These changes are based on the input we have received from present and past applicants on the difficulty of complying with grant application guidelines. Staff believes that some of the challenges cited by these applicants have contributed to the declining demand for applying for these tourist tax grants. The changes are specific to administration of the grants and do not change the material purpose of the grants to promote tourism. Tourism staff has met with the Clerk's Finance Department staff and the agreed to revisions for FY 16 have been included in the attached applications. The grant application process will begin in March 2015 pending BCC approval of the revised application forms. Completed applications for grants will be reviewed by the TDC in May and made a part of the FY 16 budget request for the Tourism Department. Staff will work with the County Attorney to amend the subsequent Grant Agreements to reflect the changes recommended in the attached applications and review the agreements with the Clerk's Finance Department before implementing those changes for FY 16 grants. As in the past, all grant applications, funding recommendations and agreements will be reviewed by the TDC before presenting them to the BCC for final approval in September 2015. Attached are the following applications for Board approval with underlines for new additions and strikethrough(s) for deleted language from the FY 15 applications as suggested by tourism staff, reviewed with the Clerk's Finance Department staff and recommended by the TDC on February 23, 2015: • Category "B" (Marketing and Non Sports Events) • "C-2" (Non-County Owned and Operated Museums) • Sports Event Assistance grant application Packet Page-1408- 3/10/2015 16.F.5. FISCAL IMPACT: The amount of funding for Category B, C-2 and for Sports Assistance grants has not been determined by the Office of Management and Budget at this time. However, based on historical budgets, staff suggests using the following amounts for each category: • Category B Marketing and Non Sports Event Grants: $100,000 • Category C-2 Non-County Owned and Operated Museum Grants: $200,000 • Sports Event Assistance Grants: $125,000 ADVISORY BOARD RECOMMENDATION: The TDC reviewed the applications for B, C-2 and Sports Events at their meeting on February 23, 2015 and recommended unanimously (6-0) to support the suggested changes. LEGAL CONSIDERATION: This item has been approved as to form and legality and requires majority vote for approval. -CMG RECOMMENDATION: Review and approve proposed changed to the FY 16 Tourist Development Council Grant Applications for Category B, C-2 and Sports Event Assistance and make a finding that this item promotes tourism. PREPARED BY: Jack Wert, Tourism Director ATTACHMENTS: Category B, C-2 and Sports Assistance grant applications Packet Page-1409- 3/10/2015 16.F.5. COLLIER COUNTY Board of County Commissioners Item Number: 16.16.F.16.F.5. Item Summary: Recommendation to review and approve proposed changes to the FY 16 Tourist Development Council Grant Applications for Category B, C-2 and Sports Event Assistance and make a finding that this item promotes tourism. Meeting Date: 3/10/2015 Prepared By Name: GreenKelly Title:Tourist Development Tax Coordinator,Tourism Division 2/26/2015 10:50:00 AM Submitted by Title:Director-Tourism,Tourism Division Name: WertJack 2/26/2015 10:50:01 AM Approved By Name: WertJack Title:Director-Tourism,Tourism Division Date: 2/26/2015 12:01:27 PM Name: GreeneColleen Title:Assistant County Attorney, CAO General Services Date: 2/26/2015 1:33:08 PM Name: KlatzkowJeff Title: County Attorney, Date: 2/26/2015 3:04:47 PM Name: FinnEd Title: Management/Budget Analyst, Senior,Transportation Engineering&Construction Management Date: 2/27/2015 4:07:32 PM Packet Page -1410- 3/10/2015 16.F.5. Name: OchsLeo Title: County Manager, County Managers Office Date: 3/2/2015 5:05:06 PM Packet Page-1411- 3/10/2015 16.F.5. COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL (TDC) GRANT FUNDING APPLICATION REQUEST CATEGORY "B" MARKETING AND NON SPORTS EVENTS GRANTS FISCAL YEAR 2015-16 TIMETABLE FOR REVIEW: Completed applications must be received by the Tourism Department Office no later than 5:00 P.M. on Friday, April 17, 2015. Applications shall be delivered to the Tourism Development Department Office: 2660 North Horseshoe Dr, Suite 105 Naples, FL 34104. For further information, telephone (239) 252- 2384. The Tourist Development Council (TDC)will receive the recommendations from the Grant Review Panel Tourism Development Staff, and will vote on each qualifying applicant and prepare, in priority order, their recommendations for funding for Fiscal Year 2015-16. Funding recommendations of the TDC are final, and will be presented to the Board of County Commissioners as part of the County's budget process for FY 2015-16. After budget approval, contracts will be negotiated with the selected applicants, with assistance from the County Purchasing Department and the County Attorney's office, and then presented to the BCC for final approval. Once executed, these contracts will be monitored and Requests for Fund Forms and Status Reports will be reviewed by the Tourism Director before submission to Clerk's County Finance Department for potential reimbursement. No projects are approved and no funds may be expended until the contract is approved and signed by the Chairman of the Board of County Commissioners. All materials submitted with applications will become a matter of public record, open to inspection : . • • -- - -- - . - - - - :. subject to Chapter 119,Florida Statutes. REQUIREMENTS: 1. All collateral material and advertisements must should identify where possible the Collier County tourist development tax as a funding source. All printed material and all print and broadcast ads must contain where possible should contain the verbiage: "A cooperative effort funded by the Collier County Tourist Development Tax"; and/or display the CVB logo and website url (www.paradisecoast.com). 2. Collier County policy requires submission to the Tourism Director or his designee the following: vendor invoices, copies of credit card receipts and statements and two-sided copies of cancelled checks, on-line bill pay transaction registers or other acceptable evidence of payment, original tear sheets of print ads showing publication name and date, affidavit of broadcast dates and times, screenshots of on-line ads showing date of capture, or samples of printed materials. The Grantee - . - - b:e: . - . -. - - - . . .. . . - :.•:. Should these documents be unavailable, the Grantee may submit other legally viable evidence of payment for consideration subject to review and approval by the Clerk's Finance Department Office. No advanced payments are authorized.There are no exceptions. 1 Packet Page -1412- 3/10/2015 16.F.5. applicants. Up to 100%of Request ?"d Year Up to 80% of Requested Funding • 3-th Year Up to 60%of Requested Funding 4th Year& Beyond *Up to 50%of Requested Funding AUTHORIZED USES OF TOURIST TAX FUNDS: Category`B"Tourist Tax Grant funding is available for the following types of uses. 4- Advertising and promotional campaigns supporting events or marketing projects in media such as broadcast, web and regional print and distribution and must be placed in media that runs outside Collier County (can also run in Collier County) the Fort Myers DMA (De Soto, Charlotte, Glades, outside of the Ft. Myers DMA will be acceptabl- . .' - •-- . •-. - .- available. 2. Printing and distribution of promotional pieces, creative design, printing, copying, ad placement cost and distribution of direct mail. 3. Creating an internet web site promoting the event linked to the CVB County's Tourism website to increase participation, attendance and awareness of the event and to generate hotel room nights and spending throughout the County. TOURISM FUNDS MAY NOT BE USED FOR: 1. Prize money, scholarships, awards,plaques, or certificates. 2. Travel expenses related to any traveling exhibit,contest judges or staff travel. 3. Projects restricted to private or exclusive participation. 4. Private entertainment, food,and beverages and lodging. 5. Operating expenditures directly or indirectly related to the project or event such as equipment or facility rental. 2 Packet Page-1413- 3/10/2015 16.F.5. TOURISM FUNDS MAY NOT BE USED FOR: (Cont) 6. Legal,medical, engineering, accounting, auditing,planning, feasibility studies, consulting services or fees. 7. Salaries or supplements to salaries for existing or future staff, or employment of personnel directly or indirectly related to the project or event. 8. Tangible personal property including but not limited to office furnishings or equipment, permanent collections, or individual pieces of art. 9. Interest or reduction of deficits and loans. 10. Expenses incurred or obligated prior to or after the project period. 11. Advertising and promotional materials distributed at the venue museum as part of an event, or after the event. 12. Payments for services or goods purchased for previous or other events. 13. Capital or infrastructure projects. 14. Payment for expenses that occur or are delivered prior to or after the effective date of the agreement with the grantee. 15. Deposits on exhibits. MARKETING GRANT CATEGORIES/GUIDELINES 1. The maximum allowable grant amount of any single event is $25,000. 1. Priority for grant funding will be given to events held or marketing run during our destination's shoulder and slow season (May-November). 2. Events must have the ability to attract overnight visitors to Collier County be at list two(2)days in duration. I Major Events: Staged in the County that will attract large numbers of overnight visitors from outside the County. Examples are multiple-day art,food and entertainment festivals. II Sponsorships: , .•- - . -. . . - • - .. _ _ - .. - -'b- -- cvcnt. Funds are to be used exclusively for advertising and promotion in media that runs with coverage outside Collier County (can also run in Collier County) the Fort Myers DMA (DeSoto, III First Time Events: These include newly created events, or ones that have little history. _ _ !! - Subsequent year funding will be determined by results of the first or subsequent year room night production resulting from the event. 3 Packet Page -1414- 3/10/2015 16.F.5. IV Cultural Events: Two or more day events that can bring significant number of out of area visitors to Collier County using the same guidelines as events listed above. V Marketing Assistance: Organizations located in Collier County that request marketing assistance for projects highlighting more than one tourism business that further the mission of the TDC and the CVB and do not meet the guidelines for a Category C-2 Museum grant. Examples would be production of brochures, maps, documentaries., special package promotions and facility marketing programs. APPLICATION FOR GRANT FUNDING GENERAL INSTRUCTIONS 1. Please submit : • • • • • • your completed application in digital format (.pdf)via email to kellygreen(a,colliergov.net and all supporting documents for consideration in a separate .pdf document for consideration by the Tourist Development Council. Collier County -• • ' -- .. - . - - -- • --- - - - ---- --- -- --- -b l a c k ::•-and white onl• .Please do not upload zip files as we cannot open them. 2. Complete each item of each applicable section.DO NOT SKIP ANY INFORMATION THAT APPLIES TO YOUR ORGANIZATION. Please call the Tourism Office at(239)252-2384 with any questions. 3. Be sure to have your Chief Official and Secretary or their designee sign the application on the last page. 4. One copy of each of the following items is required and attached to original application: ( ) Charter,Articles of Incorporation,By-Laws,Proof of Current State of Florida Status (except government entities) ( ) Minutes of meeting authorizing officers or proof of authority to apply for these tourism tax funds ( ) IRS Determination Letter of non-profit status ( ) Form 990 (except government entities) ( ) List of current Officers and Board members with terms,or mayor, City Council ( ) Organizational Chart ( ) Copy of financial statement of your most recent fiscal year reviewed or audited by a CPA (except government entities) ( ) Proof of Liability Insurance naming Collier County as an additional insured that will be in effect during the grant period. ( ) Letters of Commitment from co-sponsors and matching funds contributors 4 Packet Page -1415- 3/10/2015 16.F.5. Name of Grant Preparer: (Please Print) Signature of Grant Preparer Date COLLIER COUNTY GOVERNMENT TOURIST DEVELOPMENT COUNCIL GRANT APPLICATION CATEGORY"B" MARKETING OR EVENT GRANTS FY 14-15 I GENERAL INFORMATION To assist us in evaluating the impact your project may have on Collier County and to better understand what support you are requesting,the following questions must be answered in full. (l) LEGAL NAME OF ORGANIZATION (2) NAME OF PROJECT OR EVENT (3) MUSEUM INFORMATION: Contact Person's Name: Phone#: Cell Phone# E-mail Address: (5) COMPLETE ADDRESS OF ORGANIZATION: STREET CITY ST ZIP PHONE: FAX: Website: (6) ORGANIZATION'S CHIEF OFFICIAL'S NAME: TITLE: Address if different from above: PHONE: FAX: E-Mail: (7) ORGANIZATIONAL STRUCTURE: ()NON-PROFIT ( )GOVERNMENT AGENCY 5 Packet Page-1416- 3/10/2015 16.F.5. ( )FOR-PROFIT ORGANIZATION (8) GRANT AMOUNT REQUESTED: $ (9) MATCH/LOCAL COST SHARE AMOUNT: $ (10) PROJECT TYPE(Check all that apply) ( )PROMOTIONAL MATERIALS (Brochures,flyers,website) ()MARKETING PROGRAM(Advertising, Public Relations,Digital or Social Media) ( )OTHER(Describe) (11) If the entire Tourist Tax funding request cannot be funded,may the project be restructured with less funding? ( )YES ( )NO (12). PROJECT DESCRIPTION: describe in detail the project for which funding is requested (13). APPLICANT'S GRANT HISTORY: Have you received previous grant assistance from the Collier County Tourist Development Council? ( )YES ( )NO. If"Yes", specify the year(s),the project name,the amount of the grant awarded and the number of visitors and hotel room nights generated by the grant activity. YEAR PROJECT/EVENT NAME PREVIOUS GRANT AMOUNT$ #VISITORS ATTRACTED: #HOTEL ROOM NIGHTS GENERATED Please add additional year grant details below using the format above. If you have previously received funding from the TDC, please attach a copy of your FINAL STATUS REPORT including attendance, economic impact and other information that will enable the TDC staff and review panel to evaluate your prior experience. (14). MATCHING R. OTHER FUNDING SOURCES: List the sources and amounts of confirmed other confirmed matching funds and planned revenue sources to support the amount of the grant. Tourist Tax grant funds cannot be the sole source of funding. TOTAL MATCH/OTHER FUNDS: $ 6 Packet Page-1417- 3/10/2015 16.F.5. (15) Provide projections of the Direct Economic Impact this project will have on Collier County.The TDC office has a calculation model that you can use, if needed. Projected# of Overnight Visitors Hotel Room Nights Tourist Tax Revenue$ Visitor Spending$ Economic Impact: $ PROJECT BUDGET RECAP INCOME SOURCES: TOURIST DEVELOPMENT TAX GRANT REQUEST $ TOTAL ADDITIONAL FUNDING SOURCES (From previous page) $ OTHER INCOME SOURCES $ TOTAL INCOME-ALL SOURCES $ PROJECT EXPENSES: Intended Uses of Tourist Tax Grant Funds: Please refer to authorized and unauthorized uses on pages 2 and 3. Provide an itemized summary indicating the intended use of Tourist Development Tax(TDT)funds. Please be as explicit as possible, including planned cities where advertising or promotional materials will be placed.Indicate the total amount you plan to spend for each category or promotion. Use additional sheets if necessary. Total Tourist Tax Funds Utilized: $ Other Project Expenses not using Tourist tax grant funds: Total Other Project Expenses: $ TOTAL PROJECT EXPENSES $ Profit(Loss) $ 7 Packet Page-1418- 3/10/2015 16.F.5. CERTIFICATION Please attach a copy of the Corporate Minutes or proof of authority authorizing this application for Tourist Tax Grant funds for the purposes stated in this application I have reviewed this Application for Grant Funds from the Tourist Development Council for FY 2015-16. I am in full agreement with the information contained herein and have the authority to request this funding on behalf of the organization. To the best of my knowledge, the information contained in this Application and its attachments is accurate and complete. Chief Corporate Officer(or designee): Signature Printed Name and Title Date Corporation Secretary(or designee) Signature Printed Name and Title Date 8 Packet Page -1419- 3/10/2015 16.F.5. COLLIER COUNTY TOURIST DEVELOPMENT COUNCIL (TDC) GRANT FUNDING APPLICATION REQUEST CATEGORY "C-2" NON-COUNTY OWNED AND OPERATED MUSEUM GRANTS FISCAL YEAR 2015-16 TIMETABLE FOR REVIEW: Completed applications must be received by the Tourism Department Office no later than 5:00 P.M. on Friday, April 17, 2015. Applications shall be delivered to the Tourism Development Department Office: 2660 North Horseshoe Dr, Suite 105, Naples, FL 34104. For further information, telephone (239) 252- 2384. The Tourist Development Council (TDC) will receive the recommendations from the Tourism Department Staff Grant Review Panel, and will vote on each qualifying applicant and prepare, in priority order,their recommendations for funding for Fiscal Year 2015-16. Funding recommendations of the TDC are final, and will be presented to the Board of County Commissioners as part of the County's budget process for FY 2015-16. After budget approval, contracts will be negotiated with the selected applicants, with assistance from the County Purchasing Department and the County Attorney's office, and then presented to the BCC for final approval. Once executed, these contracts will be monitored and Requests for Fund Forms and Status Reports will be reviewed by the Tourism Director before submission to County Clerk's Finance Department for potential reimbursement. No projects are approved and no funds may be expended until the contract is approved and signed by the Chairman of the Board of County Commissioners. All materials submitted with applications will become a matter of public record, open to•inspection : . • • -- - -- - . - . - :. subject to Chapter 119,Florida Statutes. REQUIREMENTS:, 1. All collateral material and advertisements must should identify where possible the Collier County tourist development tax as a funding source. All printed material and all print and broadcast ads where possible must should contain the verbiage "A cooperative effort funded by the Collier County Tourist Development Tax"; and/or display the CVB logo and website URL www.paradisecoast.com). 2. Collier County policy requires submission to the Tourism Director or his designee the following: vendor invoices, copies of credit card receipts and statements and two-sided copies of cancelled checks, on-line bill pay transaction registers or other acceptable evidence of payment, original tear sheets of print ads . •-: J.: • • •- • -- • : -• -, • -• • - - -•- • -• - - --- f;creenshots of on line ads showing date of capture, or samples of printed materials. The Grantee . . . -- b::. . -- - - : . . • .. -- .. . Should these documents be unavailable, the Grantee may submit other legally viable evidence of payment 1 Packet Page -1420- 3/10/2015 16.F.S. subject for consideration to review and approval by the Clerk's Finance Department Office. No advanced payments are authorized.There are no exceptions. The Point System below will be used to determine the recommended level of funding for repeating applicants. Up to 100%of Request 2 Year Up to 80%of Requested Funding 3- Year Up to 60%of Requested Funding 4th Year& Beyond *Up to 50% of Requested Funding *Up to 50%funding may be recommended if projected hotel room nights generated from previous on the final score in the Evaluation process by the Grant Review Panel and the TDC. That total must be at least 75. AUTHORIZED USES OF TOURIST TAX FUNDS: The following are examples of how Tourist Development Funds may be used by non-County owned and Of operated museums to promote tourism to Collier County. 1. Advertising and promotional expenses in media that runs outside of Collier County (can also run in Collier County) -- . - • !- -. . - _ ..- _ -- and Collier)in conjunction with an activity or event or promotion to increase the number of overnight visitors to Collier County. Examples are: printing and distribution of promotional pieces prior to the event or exhibit including creative design, printing, copying, ad placement cost and distribution of direct mail. 2. Creating an interne web site promoting the event or exhibit linked to the CVB's Tourism website to increase participation, attendance and awareness of the event and to generate hotel room nights and spending throughout the County. 3. Promotional costs for a major traveling exhibit to create new reasons to visit or extend a hotel stay in Collier County. 2 Packet Page -1421- 3/10/2015 16.F.5. TOURISM FUNDS MAY NOT BE USED FOR: 1. Prize money, scholarships,awards,plaques, or certificates. 2. Travel expenses related to any traveling exhibit,contest judges or staff travel. 3. Projects restricted to private or exclusive participation. 4. Private entertainment, food, and beverages and lodging. 5. Operating expenditures directly or indirectly related to the project or event such as equipment or facility rental. 6. Legal,medical,engineering, accounting, auditing,planning, feasibility studies, consulting services or fees. 7. Salaries or supplements to salaries for existing or future staff, or employment of personnel directly or indirectly related to the project or event. 8. Tangible personal property including but not limited to office furnishings or equipment, permanent collections, or individual pieces of art. 9. Interest or reduction of deficits and loans. 10. Expenses incurred or obligated prior to or after the project period. 11. Advertising and promotional materials distributed at the museum as part of an event,or after the event. 12. Payments for services or goods purchased for previous or other events. 13. Capital or infrastructure projects. 14. Payment for expenses that occur or are delivered prior to or after the effective date of the agreement with the grantee. 15. Deposits on exhibits. 3 Packet Page -1422- 3/10/2015 16.F.5. APPLICATION FOR FUNDS GENERAL INSTRUCTIONS 1. Please submit : : •-• . • : •• . .•• of your completed application in digital format (.pdf) via email to kellygreencolliergov.net and attach all supporting documents in a separate document for consideration by the Collier County Tourist Development Council. Please print on 2. Complete each item of each applicable section.DO NOT SKIP ANY INFORMATION THAT APPLIES TO YOUR ORGANIZATION. Please call the Tourism Office at(239)252-2384 with any questions. 3. Be sure to have your Chief Official,afiEl Secretary or their designee sign the application on the last page. 4. One copy of each of the following items is required and attached in a separate .pdf document to the email containing the original application form: ( ) Charter,Articles of Incorporation, By-Laws, Proof of Current State of Florida Status (except government entities) ( ) Minutes of meeting or proof of authority for authorizing officers to apply for these tourism tax funds ( ) IRS Determination Letter of non-profit status ( ) Form 990(except government entities) ( ) List of current Officers and Board members with terms, or mayor, City Council ( ) Organizational Chart ( ) Copy of financial statement of your most recent fiscal year reviewed or audited by a CPA (except government entities) ( ) Proof of Liability Insurance naming Collier County as an additional insured that will be in effect during the grant funding period. Name of Grant Preparer: (Please Print) Signature of Grant Preparer Date 4 Packet Page-1423- 3/10/2015 16.F.5. COLLIER COUNTY GOVERNMENT TOURIST DEVELOPMENT COUNCIL GRANT APPLICATION CATEGORY"C-2" NON-COUNTY OWNED AND OPERATED,MUSEUM GRANT FY 15-16 I GENERAL INFORMATION To assist us in evaluating the impact your project may have on Collier County and to better understand what support you are requesting,the following questions must be answered in full. (1) LEGAL NAME OF ORGANIZATION (2) NAME OF PROJECT (3) MUSEUM INFORMATION: Contact Person's Name: Phone#: Cell Phone# E-mail Address: (5) COMPLETE ADDRESS OF ORGANIZATION: STREET CITY ST ZIP PHONE: FAX Website: (6) ORGANIZATION'S CHIEF OFFICIAL'S NAME: TITLE: Address if different from above: PHONE: FAX: E-Mail: (7) ORGANIZATIONAL STRUCTURE: ( )NON-PROFIT ( )GOVERNMENT AGENCY ( )FOR-PROFIT ORGANIZATION 5 Packet Page-1424- 3/10/2015 16.F.5. (8) GRANT AMOUNT REQUESTED: $ (9) MATCH/LOCAL COST SHARE AMOUNT: $ (10) PROJECT TYPE (Check all that apply) ()MUSEUM EXHIBIT ACQUISITION PROJECT ( )PROMOTIONAL MATERIALS(Brochures, flyers, website) ()MARKETING PROGRAM FOR MUSEUM OR EXHIBITS(Advertising,Public Relations, Digital or Social Media) ( )OTHER(Describe) (l1) If the entire Tourist Tax funding request cannot be funded, may the project be restructured with less funding? ( )YES ( )NO (12). PROJECT DESCRIPTION: describe in detail the project for which funding is requested (13). APPLICANT'S GRANT HISTORY: Have you received previous grant assistance from the Collier County Tourist Development Council? ( )YES ( )NO. If"Yes", specify the year(s),the project name,the amount of the grant awarded and the number of visitors and hotel room nights generated by the grant activity. YEAR PROJECT NAME PREVIOUS GRANT AMOUNT$ #VISITORS ATTRACTED: #HOTEL ROOM NIGHTS GENERATED Please continue to add below any previous year grant details using the format above If you have previously received funding from the TDC,please attach a copy of your FINAL STATUS REPORT including attendance, economic impact and other information that will enable the TDC staff and review panel to evaluate your prior experience. (14). MATCHING& OTHER FUNDING SOURCES: List the sources and amounts of confirmed other matching funds and planned revenue sources to support the amount of the grant.Tourist Tax grant funds cannot be the sole source of funding. 6 Packet Page-1425- 3/10/2015 16.F.5. $ $ TOTAL MATCH/OTHER FUNDS: $ (15) Provide projections of the Direct Economic Impact this project will have on Collier County. The TDC office has a calculation model that you can use, if needed. Projected# of Overnight Visitors Hotel Room Nights Tourist Tax Revenue $ Visitor Spending$ Economic Impact: $ (16)What is the current or anticipated annual visitation to your facility? PROJECT BUDGET RECAP INCOME SOURCES: TOURIST DEVELOPMENT TAX GRANT REQUEST $ TOTAL ADDITIONAL FUNDING SOURCES (From previous page) $ OTHER INCOME SOURCES $ TOTAL INCOME-ALL SOURCES $ PROJECT EXPENSES: Intended Use of Tourist Tax Funds Please refer to authorized and unauthorized uses on pages 2 and 3. Provide an itemized summary indicating the intended use of Tourist Development Tax(TDT)funds. Please be as explicit as possible, including planned cities where advertising or promotional materials will be placed.Indicate the total amount you plan to spend for each category or promotion. Use additional sheets if necessary. 7 Packet Page -1426- 3/10/2015 16.F.5. $ Total Tourist Tax Funds Used: $ Other Project Expenses not using Tourist tax grant funds: $ $ $ $ $ $ Total Other Project Expenses: $ TOTAL PROJECT EXPENSES $ Profit(Loss) $ 8 Packet Page-1427- 3/10/2015 16.F.5. CERTIFICATION Please attach a copy of yourthe Corporate Minutes or proof of authority to apply authorizing this application for Tourist Tax Grant funds for the purposes stated in this application I have reviewed this Application for Grant Funds from the Tourist Development Council for FY 2015-16. I am in full agreement with the information contained herein and have the authority to request this funding on behalf of the organization. To the best of my knowledge, the information contained in this Application and its attachments is accurate and complete. Chief Corporate Officer(or designee): Signature Printed Name and Title Date Corporation Secretary(or designee) Signature Printed Name and Title Date 9 Packet Page -1428- 3/10/2015 16.F.S. Collier County Tourism Sports Event Assistance Application PURPOSE: This document sets forth the guidelines and categories for requests for funds to support Sporting/Sports Events using Tourist Development Taxes. Applications will be accepted from organizations that plan to sponsor and promote sports tourism events within Collier County that will bring substantial numbers of visitors to the County. FUNDING ELIGIBILITY The intent of this Sports Events Assistance Program is to provide funding assistance for events that will attract overnight visitors to Collier County and impact the commercial lodging industry, hotels/motels, campgrounds, condominiums as well as restaurants, retail establishments and other businesses. To be considered for funding, the following criteria have been established: 1. The sports / sporting event must have the potential to bring or have had past history of attracting out-of-county town visitors. 2. Applicants must agree to provide a marketing/promotions plan that promotes Collier County through advertising, promotion, PR, digital media and websites, and to utilize Collier tourism logos in those promotional efforts where possible. 3. Applicant must provide projected visitor impact and track visitor hotel usage. 4. Applicant must provide a detailed event budget. 5. The event participants are encouraged to must use commercial lodging establishments within Collier County. 6. The event organizers must provide the necessary Liability, Medical, Workers Comp Insurance Coverage as required by Collier County. 7. Each applicant must sign the Certification and Compliance page of the application. Applications will be evaluated using the following criteria: • Projected room nights generated by overnight event visitors. • Proposal indicates the potential or shows previous evidence to generate future leisure or group meeting visitation to Collier County for overnight stays in Collier County commercial lodging. • Proposal contributes to the overall appeal of Collier County as a preferred visitor destination through its sports event offerings. • Proposal fits into overall marketing plan of the Tourism Department. • The event marketing/promotions plan is well-defined and thorough and reaches the Tourism Department target markets outside Southwest Florida. • The intended use of tourist tax funds must fall within the scope of the sports events program eligibility listed above. Packet Page-1429- 3/10/2015 16.F.5. TYPES OF EVENTS: Sports events should have a history of, or the potential to, attract out-of-county visitors, either as participants or spectators, generating room nights. Sports Events are defined as organized tournaments or events that provide athletic competition or training to participants, and entertainment to competitors, spectators and media. GUIDELINES: ' - - - - _ - . - - -- - - - - - --- -- c-, ` I_ fiber} 2. Applicants must make the project or event accessible to the public and comply with State and Federal regulations. 3. Advertising and promotional campaigns supporting events must target markets outside of Collier County media such as broadcast, web and regional print and distribution. Expenditures with publications, broadcast and 4. To be considered for reimbursement collateral materials and print and broadcast advertisements must identify the Collier County tourist development tax as a source of funding. All promotional materials should contain the verbiage "A cooperative effort funded by the Collier County Tourist Development Tax" and/or display the CVB logo and website (www.paradisecoast.com ) and the sports specific website (www.athletesinparadise.com) where possible including all printed materials, television ads or digital and website promotion. 5. Use of Funds - Florida State Statutes 125.0104 section 5(A) 2 states that Tourism funds must be used to promote and advertise tourism in the State of Florida and nationally and internationally; however, if tax revenues are expended for an activity, service, venue, or event, the activity, service, venue, or event shall have as one of its main purposes the attraction of tourists as evidenced by the promotion of the activity, service, venue, or event to tourists. 6. Failure to track room nights and visitor information will affect both the current and future funding requests. 7. The event must achieve at least 80% of the applicant's projected hotel room nights to receive the full amount of the grant award. If the actual hotel room nights are less than the estimate, but still generate some room hotel room nights, the final award payment will be pro-rated based on the percentage of actual hotel room nights achieved. 2 Packet Page-1430- 3/10/2015 16.F.5. 8 In order for funds to be considered for reimbursement, the grantee must complete and submit the post event report including documentation of the number of hotel nights generated by the event. The grantee must provide proof of the eligible expenditures with payment records such as credit card, bank processed check records, or bank statements. - -- - - - - - - - - Purchase Order system. 9. Allowable Promotional Expenses: a. Promotions, marketing and programming expenses to include paid advertising, print advertising, on- line advertising and promotions, social media platforms, production expenses and must target markets outside of Southwest Florida. b. Field rental fees, rental fees, permit fees, site fees (rentals, contracted help, insurance) sanctioning fees, rights fees directly related to the funded event. 10.Non-allowable Expenses 1. Administrative or general expenses. 2. Building projects or permanent equipment expenses. 3. Hospitality and or social events, fundraising costs /functions. 4. Expenses and debts not related to event. Tracking Visitors and Event Impact Event organizers receiving tourist tax funding assistance must track visitors using a special tracking forms or surveys and complete and provide Collier County with a post event report on those results. Event promoter or rights holder will be required to collect these forms from all participants and teams participating in the event. The Sports Marketing Department has forms available for use by event promoters. Review Process 1. Applications will be reviewed by the Sports Marketing Staff of the Collier County Tourism Department and recommend funding for the event based on overnight• accommodations proiections, _ - - --•-•- -- • - -e - -- - - - ' - e -• 2. !-__ -- - - - • - - -- .-- - - - - e•-• -- - -e applications must be received 60 days prior to event in order to be considered for funding assistance. 3. All funding will be based on the availability of sufficient tourist tax revenue to fund the event assistance. 3 Packet Page -1431- 3/10/2015 16.F.5. Grant Request Funding Levels Events will be considered for funding assistance based on the potential hotel room nights generated from the event. If the Sports Marketing Staff Review Panel feels the projected room nights are unrealistic, they may adjust the funding level accordingly. The following chart serves as a guideline for funding. Funding consideration will be based on submitted budget and eligible expenses. Estimated Room Nights Funding Range 500 and over $4,500-$6,500+ 200-499 $2,400-$4,499 100-199 $1,201-$2,399 Less Than 100 $0- $1,200 Collier County Tourism Sports Event Assistance Application 1. Organization Making Request 2. Non-Profit Tax ID No. or Federal Tax ID No. 3. Contact Person/Responsible Party 4. Address 5. City: State Zip 6. Cell #: Alternate phone# 7. Email: 8. Name of Event: 9. Website: 10.Venue: 11.Sanctioning Organization: 12.Event Date(s) 4 Packet Page -1432- 3/10/2015 16.F.5. 13.Description of Event (Format, participants, sanctioning body, etc) 14.History of Event (Past cities event has been held in, past participants, past number of participants and visitors, etc) event? Summarize your marketing plan for the event including all media. Economic Impact/ participant projections•. - - - -- - -- - -- • - , --- -- , - -- , - • -•ADULT Out of State: In State: YOUTH Out of State: In State: ADULT Out of State: In State: YOUTH Out of State: In State: 3. Total expected Media Out of State: In State: Total Number of Expected Visitors from outside of Collier County Projected Hotel Room Nights for event: Additional information to support visitor and participant projections 5 Packet Page -1433- 3/10/2015 16.F.5. EVENT BUDGET TOURIST TAX FUNDING REQUEST $ ADDITIONAL FUNDING SOURCES TOTAL ADDITIONAL FUNDING SOURCES $ TOTAL INCOME ALL SOURCES $ EVENT EXPENSES: Intended Uses of Tourist Tax Grant Funds: Please refer to authorized and unauthorized uses on pages 2 and 3. Provide an itemized summary indicating the intended use of Tourist Development Tax (TDT) funds. Please be as explicit as possible, including planned cities where advertising or promotional materials will be placed. Indicate the total amount you plan to spend for each category or promotion. Use additional sheets if necessary. Total Tourist Tax Funds Requested Utilized: $ $ $ $ Total Other Project Expenses: $ TOTAL PROJECT EXPENSES S Profit(Loss) $ 6 Packet Page -1434- 3/10/2015 16.F.5. Certification and Compliance I hereby certify that the information contained in this application is true and correct to the best of my knowledge and that I have read the Policies and Procedures of the Collier County Special Event Assistance Program and will abide by all legal, financial, and reporting requirements as a condition of receiving grant funds from the Collier County Tourist Development Council. Signatures must be original in b'n�-vrue ink. Please attach written authorization from organizing entity showing authority to apply for. Name: Please Print or Type Organization: Please Print or Type (Signature) (Date) Please send - - - -- - .e.-- - - -- - --- - - the application and the Certification & Compliance Page to: Rob Wells Chris O'Bricn 2660 N. Horseshoe Drive, Suite 105 Naples, FL 34104 239-252-6293 robwells(c�colliergov.net 7 Packet Page -1435-