HomeMy WebLinkAbout2000-02-01; City Council; 15601; Contract For Tourism Impact AssessmentCITY OF CARLSBAD - AGEIWA BILL k!! y J-5 0
AB# I <! lpOl TITLE.
-. APPROPRIATION OF FUNDS AND AWARD OF
DEPT. HD.
MTG. a- I- 03 PROFESSIONAL SERVICES CONTRACT FOR TOURISM CITY Am.%
IMPACT ASSESSMENT
I RECOMMENDED ACTION:
Adopt City Council Resolution No. Juno - 4 0 awarding a contract and appropriating $45,320 from
the Council Contingency Fund for consultant services to conduct a Tourism Impact Assessment for the
City of Carlsbad.
ITEM EXPLANATION:
As part of the Council goals for 1999-2000, a staff team is working to complete a comprehensive
assessment of the impacts on, and needs of, tourists in the City of Carlsbad as related to existing and
projected service needs, projected development needs, cost/benefit analysis, parking and other related
services of facilities. The team consists of staff from Housing and Redevelopment (Debbie Fountain and
Frank Boensch), Economic Development (Cynthia Haas), Planning (Dennis Turner) and Finance (Cheryl
Gerhardt).
The ultimate purpose of the proposed Tourism Impact Assessment is to complete’ a balanced and
objective examination of the fiscal impacts, as well as social and environmental impacts, of tourism to
assist in future policy decisions regarding tourism within the community. The comprehensive assessment
is intended to assist the City in determining if 1) there is potential for expanded tourism; 2) the potential for
expanded tourism is limited; or 3) the social, economic and environmental costs associated with tourism
development are not worth the possible benefits. Currently, the staff team is recommending that this
proposed Assessment be completed in a phased approach. The phases are outlined below.
Phase I of the Tourism Impact Assessment
The Assessments first phase will provide basic, general information on the existing fiscal impacts of
tourism and develop an inventory of existing tourist attractions/facilities with an evaluation of the adequacy
of the existing facilities to serve the tourists. The Phase I report will include the following:
l A historical summary of policies and/or vision statements related to tourism in Carlsbad.
l An inventory of tourism attractions and an evaluation of the adequacy of existing facilities available to
serve visitors to each attraction.
l A fiscal impact analysis of existing tourism costs and benefits to the community. The fiscal impact
analysis will include a discussion of both the indirect and direct costs associated with tourism in
Carlsbad. The intent of the fiscal impact analysis is to answer the question: Do existing City revenues
from tourism activity cover the costs for existing public infrastructure and government services?
Within this agenda bill, Staff is recommending that the City Council authorize staff to proceed with the
Phase I assessment of tourism by approving the funding and consultant services for the project at this
time.
AB# /< h0 I Page 2
Future Phases of the Assessment
Future phases and study components may include an assessment of the impacts of tourism on the
surrounding environment which generally includes changes in social, cultural, economic, b/ological,
physical and ecological systems. Future phases of the assessment may also include 1) a survey of
residents to obtain their opinion on the desirability of an enhanced tourism development strategy with a
related “visioning” process, and/or 2) a survey of tourists to determine their desires for added facilities
and/or services within the City. This expanded scope of study could be used to answer the following
questions: Does the City want to encourage increased tourist activity through proactive recruitment of
desired attractions or facilities, or do we simply wish to maintain status quo by reacting to proposals? If the
City intends to be proactive, what type of tourism do we wish to encourage? If the City intends to be
reactive, what policies should be implemented or revised to guide the development of tourism attractions
and/or facilities in Carlsbad?
Staff Recommendation
At this time, staff is recommending that the City proceed with Phase I of the Tourism Impact Assessment
as noted above. Based on the information provided within the Phase I Assessment report, the City Council
may consider further action on this matter at a later date. Specifically, the Council may decide at a later
date whether or not it wishes to proceed with future phases and study components of the Assessment as
indicated above.
To proceed with Phase I of the proposed Tourism Impact Assessment, staff is requesting that the City
Council appropriate $45,320 from the Council Contingency Fund for professional consultant services to
complete the recommended report. Staff is also requesting that the Council authorize the City Manager to
execute the professional services agreement between the City and Economic Research Associates for the
subject consultant services to complete the Assessment.
Consultant Selection
In response to a Request for Proposals (RFP) issued on December 1, 1999, the staff team received a
total of five (5) proposals from consultant firms interested in providing the required professional services to
the City of Carlsbad. The consultant firms submitting proposals were:
PFK Consulting $35,000
Dean Runyan Associates $37,840
Economic Research Associates $45,320
DMG-Maximus $51,990
Hausrath Economic Group $68,800
The staff team reviewed all of the consultant proposals and interviewed those firms who demonstrated the
best ability to complete the requested Assessment in the manner identified within the RFP. Based on the
interviews and proposal reviews, the staff team is recommending that Economic Research Associates
(ERA) be awarded the contract for the subject professional consulting services. The staff team believes
that ERA has the qualifications and experience required to best meet the needs of the City as related to
the Tourism Impact Assessment.
As noted above, staff is recommending that the City Council appropriate $45,320 from the Council
Contingency Fund for the consultant services required to complete Phase I of the subject Tourism Impact
Assessment, and authorize the City Manager to execute the professional services agreement with
Economic Research Associates.
2
AB# 1!i-,bOi
Page 3
FISCAL IMPACT:
The total cost for the recommended contract with Economic Research Associates for consultant services
to complete Phase I of the Tourism Impact Assessment is $45,320. Since funds have not been previously
appropriated for this project, staff is recommending that the funds for the consultant services be
appropriated from the Council’s Contingency Fund. A balance of approximately $2.2 million currently
exists in the Council Contingency Fund.
EXHIBITS:
1. City Council Resolution No. X@CJ - ti 0 approving the award of the contract and
appropriating the funds for consultant services to complete Phase I of the Tourism Impact
Assessment.
2. Professional Services Agreement between City of Carlsbad and Economic Research Associates for
consultant services to complete Phase I of the Tourism Impact Assessment.
3
CITY COUNCIL RESOLUTION NO. 2ooo-40
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, APPROPRIATING %45~20 FROM THX COUNCIL
CONTINGENCY FUND FOR PROFESSIONAL SERVICES TO COMPLETE A
TOURISM IMPACT ASSESSMENT, AND AUTHORIZING THE CITY
MANAGER TO EXECUTE A PROFESSIONAL SERVICES AGREEMENT WITH
ECONOMIC RESEARCH ASSOCIATES FOR THE SUBJECT TOURISM
IMPACT ASSESSMENT FOR THE CITY OF CARLSBAD.
6 WHEREAS, the City of Carlsbad, California, has a need and a desire to complete an assessment
of the impacts on, and needs of , tourists in the City as related to service needs and a cost/benefit
7 analysis; and
8
9
10
WHEREAS, the City of Carlsbad has determined that it requires the professional services of a
consultant with experience in completing the desired tourism impact assessment; and
WHEREAS, the City of Carlsbad has completed a request for proposals and selection process to
identify the consultant most qualified to conduct a tourism impact assessment for the City.
11 NOW, TEIEREFORE BE IT HEREBY RESOLVED as follows:
12 1. That the above recitations are true and correct.
13
14
15
16
17
2. That the City Council hereby appropriates $45,320 from the City Council Contingency Fund
to conduct Phase I of a Tourism Impact Assessment for the City of Carlsbad.
3. That the City Council hereby authorizes the City Manager to execute a professional services
agreement with Economic Research Associates to provide the required consultant services to
complete the subject Tourism Impact Assessment.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City
of Carlsbad, California, held on the 1st day of February, 2000, by the following vote, to wit:
18
II
AYES: Council Members Lewis, Hall, Finnila, Nygaard, Kulchin
19 NOES: None.
20 ABSENT: None.
21 ABSTAIN: None.
22
23 ATTEST:
24
25
26
27
28
AGREEMENT FOR CONSULTANT SERVICES
EMENT is made and entered into as of the /set/
2000, by and between the CITY OF CARLSBAD, 3 ration, hereinafter referred to as “City”, and ECONOMIC
CIATES, a professional consulting firm, hereinafter referred
to as “Contractor.”
RECITALS
City requires the services of a Professional Services Consultant to provide
the necessary research and evaluatic?n @ervices for preparation of a Tourism
Impact Assessment; and CenWotW ses the necessary skills and
qualifications to provide the 8Wvioes req the city;
PURE, in eu~~d~~~~~ end the mutual
covenants co hemin, my and CQMW
1.
ant wil) complete a TOW&II Impact Assessment for the City
consisting ti three W&I sections as described below.
Section OIwa win consist of a historical summary of polio& and!& vision
statements retated to tourism in Carlsbad.
Section Two wit! consist of a tourism attrections inventory and 8n ev4&Htion of
the adequaoy of existing facilities available to serve visitors to @aoh mction.
The inventory shall Include, but is not limited to, the following ns and
events:
Attractions
Beaches
Resort Properties (La Costa and Four Seasons)
Legoland
Golf Courses
Trails
Lagoons (3)
State Campground
Palomar Airport
Carlsbad Village
Stage Fairs
Tennis Tournament
Golf Tournament
Jazz Concerts
Triathlon
S.D. Marathon
Carlsbad 5000
Flower Fields
As noted above, Section Two will include an individual evaluation of the
adequacy of facilities available to serve visitors to the above attractions, and/or
events. Consultant shall obtain approval from City staff regarding the final
methodology and/or standards to be used in evaluating the adequacy of facilities
prior to initiation of evaluation. Facilities to be considered in the evaluations
shall include, but not be limited to, the following types of facilities:
Facilities
Transportation to Carlsbad (roads, buses, trains, airplanes, shuttles etc.)
Transportation within Carlsbad (roads, parking, buses, rental cars, taxis, shuttle
services, bikes/bikeways, and pedestrian related facilities)
Hotels/Motels
Restaurants
Critical Retail Establishments (groceries, drugstores, etc.)
Visitor Information Services (visitor center, web sites, maps, etc.)
Gas Stations
Public Restrooms/Water Fountains
Trash Receptacles
Public Safety Services emergency medical services)
Section Three v&l owlslst of a f-1 &existing tourism costs
and benefits to the commwn#y. The will include a
discussion of bth the indirect and direct co&e as h tourism in
Carlsbad, The &ent of the fiscal impact analysis is’ K, question: Do
existing C& from tourism activity cover the fat’ existing public
infrastrU rnrnent services?
ct AssWment will be completed 4%co
by Consultant in response to the City’s
ide the City wtth twenty copies of a fi
and one e~~M~?+mtiy copy for d
Consultant shall also provide one pres
cil on ~~~~~ made in the
staff.
it-1 the compl&iin af
w&ten lkmi or tb&x~gh $ with City officials and
3. PROGRESS AND COMPLETiON
The work under this contract will begin within ten (10) days after receipt of
notification to proceed by the City and be completed within one hundred and five
calendar days of that date. Extensions of time may be granted if requested by
the Contractor and agreed to in writing by the Housing and Redevelopment
Director. The Housing and Redevelopment Director will give allowance for
documented and substantiated unforeseeable and unavoidable delays not
caused by a lack of foresight on the part of the Contractor, or delays caused by
City inaction or other agencies’ lack of timely action.
2
4. FEES TO BE PAID TO CONTRACTOR
The total fee payable for the services to be performed shall be $45,320.
No other compensation for services will be allowed except those items covered
by supplemental agreements per Paragraph 8, “Changes in Work.” The City
reserves the right to withhold a ten percent (10%) retention until the project has
been accepted by the City. Incremental payments shall be made as outlined in
attached Exhibit “A.”
5. DURATION OF CONTRACT
This agreement shall extend for a period of one year from date thereof.
The contract may be extended by the City Manager for one additional one (1)
year periods or parts thereof, based upon a review of satisfactory performance
and the City’s needs. The parties shall prepare extensions in writing indicating
effective date and length of the extended CMItract.
6.
e accsrding to oompk&tion of tasks as outlined in
Exhibit “A”. Payment of approved items on the invoice shal b% mailed to the
Contractorw&&r 30 d&ye of receipt of the invoice.
7.
of completion and approval cbf the Tourism Impact
Asse actor shall deliver to the City the f&owing items:
Ten oo@s of Tmrism Impact Assesment Report, a cameraready copy of the
report for duplication, and computer files on disk(s) including e!l Information used
II be forwarded
to inform them of
statement of estimated ch oha@@ or time schedule. A Standard
Amendment to Agreement s ti by the City and approved by the
City according to the procedures described in Carlsbad Municipal Code Section
3.28.172. Such Amendment to Agreement shall not render ineffective or
invalidate unaffected portions of the agreement.
9. COVENANTS AGAINST CONTINGENT FEES
The Contractor warrants that their firm has not employed or retained any
company or person, other than a bona fide employee working for the Contractor,
to solicit or secure this agreement, and that Contractor has not paid or agreed to
pay any company or person, other than a bona fide employee, any fee,
commission, percentage, brokerage fee, gift, or any other consideration
contingent upon, or resulting from, the award or making of this agreement. For
3
-
breach or violation of this warranty, the City shall have the right to annul this
agreement without liability, or, in its discretion, to deduct from the agreement
price or consideration, or otherwise recover, the full amount of such fee,
commission, percentage, brokerage fees, gift, or contingent fee.
IO. NONDISCRIMINATION CLAUSE
The Contractor shall comply with the state and federal laws regarding
nondiscrimination.
11. TERMINATION OF CONTRACT
In the event of the Contractor’s failure to prosecute, deliver, or perform the
work as provided for in this contract, the City Manager may terminate this
contract for nonperformance b ontractor by certified mail of the
termination of the Contractor. b tb@reupon, has five (5) working
own&I by the CiQbnd &I# work in progress to the
edevelopment
ocuments delivered
rfarmed which is
Based upon I d&ermine the
made.
in&ion d&e: however, the totai shaN not
m&la the final
as to the portions 0
”
aim s to the City must
fortpr reement and not
in anticipation of liti &/@I Mgation. The Contractor
acknowledges that if a to the City, it may be considered
fraud and the Contractor may be subject to criminal prosecution. The Contractor
acknowledges that California Government Code sections 12650 et seq., the
False Claims Act, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with
deliberate ignorance of the false information or in reckless disregard of the truth
or falsity of information. If the City of Carlsbad seeks to recover penalties
pursuant to the False Claims Act, it is entitled to recover its litigation costs,
including attorney’s fees. The Contractor acknowledges that the filing of a false
claim may subject the Contractor to an administrative debarment proceeding
wherein the Contractor may be prevented to act as a Contractor on any public
work or improvement for a period of up to five years. The Contractor
4
acknowledges debarment by another jurisdiction is grounds for the City of
Carlsbad to disqualify the Contractor from the selection process. (Initial).
The provisions of Carlsbad Municipal Code sections 3.32.025, 3.32.026,
3.32.027 and 3.32.028 pertaining to false claims are incorporated herein by
reference. (Initial)
13. JURISDICTION
The Contractor agrees and hereby stipulates that the proper venue and
jurisdiction for resolution of any disputes between the parties arising out of this
agreement is San Diego County, California.
14. STATUS OF THE CONTRACTOR
The Contractor shall perform the services provided for herein in
Contractor’s own way as an independent Contractor and in pursuit of
Contractor’s independent cx#lling, and not as an employee of the City. Contractor
shall be under controt of the City only as to the N&t 00 be accomplished, but
shall consult with the City as provided for in the reque@ for proposal. The
persons used by the Contractor to provide se&e* under this agreement shall
not be con&#er&I employees of the City for any purp whatsoever.
rtzs &3n&actor is an independent Contraotor of the Ctty, The payment
made to the Co&ractor pun&rant to the contract $tW be the fu# ti complete
compen#Wion to which the Contractor is entitled. The City shall not make any
federal or state tax withholdings on behalf of the Contractor or its employees or
subcontractors. The City shall not be required to pay any workers’ compensation
insurance or unemployment contributions on behalf of the Contraotor or its
ir
or subcontractors. The Contractor agrees to indemnify the City within
r any t&x, retirement contrtbutton, sociat security, overtime payment,
unempQrnWnt pay t or workers’ compensation payment With the City may
be required to m on behalf of the Contractor or a employee or
subcontra##f of the Contractor for work done under thBs sg ment or such
indemnificat#on amount may be d~#~ by tR,;e Cpty from ##I$ balance owing to
the Contractof.
The Contra shall awar% of the re of the Immigration
Reform and Control Ati of 1 with those requirements,
including, but not limited to, r employment of all agents,
employees, subcontractors and Consultants that are included in this agreement.
15. CONFORMITY TO LEGAL REQUIREMENTS
The Contractor shall cause all drawings and specifications to conform to
all applicable requirements of law: federal, state and local. Contractor shall
provide all necessary supporting documents, to be filed with any agencies whose
approval is necessary.
16. OWNERSHIP OF DOCUMENTS
All plans, studies, sketches, drawings, reports, and specifications as
herein required are the property of the City, whether the work for which they are
5
made be executed or not. In the event this contract is terminated, all documents,
plans, specifications, drawings, reports, and studies shall be delivered forthwith
to the City. Contractor shall have the right to make one (1) copy of the plans for
its records.
17. REPRODUCTION RIGHTS
The Contractor agrees that all copyrights which arise from creation of the
work pursuant to this contract shall be vested in City and hereby agrees to
relinquish all claims to such copyrights in favor of City.
18. HOLD HARMLESS AGREEMENT
Contractor agrees to indemnify and hold harmless the City of Carlsbad
and its officers, officials, employees and volunteers from and against all claims,
damages, losses and exp icing ys fees arising out of the
performance of the work de&&bed Mr&n c
negligent act, or orni&ion of the contractor, any
eny willful misconduct, or
~~~~~r, anyone directly or
indirectly employed by any of them or anyune for Whose aote any of them may
be liable.
this contract or any $%&rt th#eof or any
der withoM the prior written con&Mt of the Cl@.
I subcontmct any of the work to be performed under
ct by the Contractor, Contractor shall be fully respon&ble #o the City
or’s subcontractor &nd olt the persons
the subcontractot; a!!~ c-or is for
in the subcont
21.
Ja in such capacity on behalf of the
City to negotiate, make, accept, or approve, or take part in negotiating, making,
accepting, or approving of this agreement, shall become directly or indirectly
interested personally in this contract or in any part thereof. No officer or
employee of the City who is authorized in such capacity and on behalf of the City
to exercise any executive, supervisory, or similar functions in connection with the
performance of this contract shall become directly or indirectly interested
personally in this contract or any part thereof.
6
22. VERBAL AGREEMENT OR CONVERSATION
A
No verbal agreement or conversation with any officer, agent, or employee
of the City, either before, during or after the execution of this contract, shall affect
or modify any of the terms or obligations herein contained nor entitle the
Contractor to any additional payment whatsoever under the terms of this
contract.
23. SUCCESSORS OR ASSIGNS
Subject to the provisions of Paragraph 18, “Hold Harmless Agreement,” all
terms, conditions, and provisions hereof shall inure to and shall bind each of the
parties hereto, and each of their respective heirs, executors, administrators,
successors, and assigns.
24. EFFECTIVE Da
This agree be effeotive on- and Porn the day and year first
written above.
sing the guidelines &# the
bf interest code, that the Q,$ntr
st statement as a requiremt
es that Contractor MB the
form Act and nothing in this
r shall obtain and maintain for the d
The insurance
than “A-V’ and
SF coverages and minimum
is approved by the City Attorney or
City Manager:
1. Comprehensive General Liability Insurance. $1 ,OOO,OOO
combined single-limit per occurrence for bodily injury, personal injury and
property damage. If the submitted policies contain aggregate limits, general
aggregate limits shall apply separately to the work under this contract or the
general aggregate shall be twice the required per occurrence limit.
2. Automobile Liability (if the use of an automobile is involved
for Contractor’s work for the City). $1 ,OOO,OOO combined single-limit per accident
for bodily injury and property damage.
7
3. Workers’ Compensation and Employer’s Liability. Workers’
Compensation limits as required by the Labor Code of the State of California and
Employer’s Liability limits of $1 ,OOO,OOO per accident for bodily injury.
4. Professional Liability. Errors and omissions liability
appropriate to the contractor’s profession with limits of not less than $1 ,OOO,OOO
per claim. coverage shall be maintained for a period of five years following the
date of completion of the work.
B. Additional Provisions.
Contractor shall ensure that the policies of insurance required
under this agreement contain, or are endorsed to contain, the following
provisions.
1. The City shall be named as an additional insured on all
policies excluding Workers
s of insurance to the
City before comm
Professional Lisa
agreeme& lati6- any nsion thereof and shall not
@ the City sent by oertified ma%
the Contr&5tor fails to rn#intain any Qf
herein, Wen the City will
mdlect the same
or deduct the amount paid from s%#%s due the
For City:
For Contractor: Title
Name Address
28. BUSINESS LICENSE
Contractor shall obtain and maintain a City of Carlsbad Business License
for the duration of the contract.
8
29. ENTIRE AGREEMENT
This agreement, together with any other written document referred to or
contemplated herein, embody the entire agreement and understanding between
the parties relating to the subject matter hereof. Neither this agreement nor any
provision hereof may be amended, modified, waived or discharged except by an
instrument in writing executed by the party against which enforcement of such
amendment, waiver or discharge is sought.
Executed by Contractor this
ECONOMIC RESEARCH ASSOCIATES:
By: A:
(Pro not&daf Wowledgment of eecution by Contractor n~$$ be &@ached.
ust sign for corporations. 0
RONALDV. BALL;
. CALIFORNIA ALLPURPOSE ACKNOWLEDGMENT
State of CR\ q i
vd County of L tQ’icq0 J
On $fWJ tS4 I d;)WCJ before me, “akid T 3&amIL lkmw % W’ ) ,
Date
bhl\t4tn
Name and Tltte of Officer (e.g., “Jane Doe. Notary Public”) . personally appeared n :kh&f%QJ I
Name(s) of Signer(s)
0 personally known to me - OR -Cl proved to
aiy Public - Collfomk
executed the instrument.
WITNESS my hand and official seal.
Signature of Notary Public
OPTIONAL
Though the information below is not required by /aw, it may prove valuable to persons relying on the document and could prevent
fraudulent removal and reattachment of this fonn to another document.
Description of Attached Document
Title or Type of Document:
Document Date:
Signer(s) Other Than Named Above:
-F;)r @tslm/*hfl:+ &II
Number of Pages: /3.
dd
Capacity(ies) Claimed by Signer(s)
Signer’s Name:
Cl Individual
0 Corporate Officer
Title(s):
Cl Partner - Cl Limited 0 General
q Attorney-in-Fact
Cl Trustee
0 Guardian or Conservator
0 Other:
Signer Is Representing:
Top of thumb here
Signer’s Name:
Cl Individual
0 Corporate Officer
Title(s):
q Partner - q Limited Cl General
0 Attorney-in-Fact
0 Trustee
0 Guardian or Conservator
0 Other:
Signer Is Representing:
Top of thumb here
8 1995 N&tonal Notary Association - 8236 Remmet Ave.. P.O. Box 7184 l Canoga Park, CA 91309-7184 Prod. No. 5907 Reorder: Catl Toll-Free l-600-876-6827
-
EXHIBIT A
INCREMENTAL PAYMENTS
I.
II.
. _
III
A payment of ten percent of the total contract amount will be made to Consultant
within thirty days of approval of the contract by the City Council.
A payment of twenty-five percent of the total contract amount will be made within
thirty days of submittal by Consultant to City staff of a draft report addressing section
one of the scope of work detailed in I of the agreement, and an invoice for
payment. ?.
ent of the total c t amount will 6&g-iade-
ultant to City staff of the complete
t of ten percent of the total contract amount will be ,$xN&$
of an in%+&33 Ib-2 p@yrnMt to City stafE
10
EXHIBIT B
SCOPE OF SERVICES
Task 1: Confirm Objectives and Market Opportunities
Economic Research Associates (ERA) will meet with city staff to confirm objectives for
the assignment as well as to understand the status of other planning efforts, infrastructure
or product development commitments, marketing programs, and current funding and
resource allocations for the visitor industry and marketing. ERA will collect any prior
tourism and impact studies or surveys that the City has commissioned. At this time, ERA
will tour the city with staff to review existing and proposed tourism attractions and sites.
Task 2: Policy and Vision n
ERA will collect, BY&W, and strmn~&@ the Cit$s h&tori& pa&y & vision
statements regard#@ @trrism. ERA 6% p&&es and statements for
consistency amI e&otivenees in suppo t withirp the city.
Task 3: A~~ Imqntory
ERA ory of all tourism&&ted attractions and ey&nts ~~~ the
City. ch attraction and event including the follotig cham&ristics
to the extent that data is available:
Type of at&&iunn, f&ihty, and event
Year ope&
Season or
Market orier#&% - v&&r age and income profile
Visitor origin
Admission fee or
Attendance or uti
Size of area used
Operator
Source of funding
Role in City’s tourism offerings
Future plans
Location
Other characteristics, as appropriate
ERA will map each attraction and event location to observe the physical relationships
among the various attractions and events. The level of detail will depend on the data *
available for each attraction and event.
Task 4: Review Existing Tourism Data and Market Research Information
ERA will review tourism lead-generation programs, existing data on regional and local
11
-
tourism patterns and projections, and available consumer research on principal market
segments. ERA will also follow up with interviews of selected industry participants and
will review prior ERA market research and customer profile data for other destinations to
see how those customers compare to the Southern California market.
Task 5: Interviews
ERA will interview management of each attraction, organizers of each event, selected
tour operators, and private group-marketing agents active in the San Diego County
market. These interviews will focus on perceptions of Carlsbad’s attributes and
shortcomings as a tourism destination, and the adequacy of facilities within the city.
Task 6: Forecasted Tourism by ACHY . .
ERA understand tbbcdefrnedasad
tel/rrW& ri%9or% a
growth trends, and ;ipated
visitor profile. The forecasts time
e horizon, in five-year increments. For
is to account for the seasonal nature of to*
d tourism by month, ERA will estimate desig
day is a typical busy-day, exclusive of
season and is the standard by which the attraction indus
of special eve@& OS1 gn-day visitation will be eval
Task 7: Adeqmi@y ~~~~
Based on the design4a~ 85re
capture, and input Bircstwr the in&views,
tourism support facilities Euui services in C&bad, such ets
services. ERA will attempt to qua ofie adequacy ofth~~ %eilities in terms of their
supply, and will provide a qualitative g their quality and
attractiveness from a tourists’ perspective.
The adequacy of some facilities, specifically transportation facilities, will require the
input of City planning and engineering staff regarding forecasted levels of service at
major intersections, off-ramps, and thoroughfares, etc., and how these may change given
forecasted design-day visitation in the city. The fee for this assignment is predicated on
using the City’s in-house planning and engineering expertise. Alternatively, ERA can
add a transportation engineer as a subcontractor for additional fee if the City so desires.
The adequacy of some facilities, such as visitor information services, will not depend on
design-day visitation, but will be based on the level of tourism in the City, the amount of
12
inquiries the City currently receives, and ERA’s experience with successful tourism
marketing services in other cities.
The adequacy of public safety services will be considered separately for design-day
visitation and special event visitation, based on interviews with Carlsbad’s public safety
management and the experience of other major special events in Southern California.
Task 8: Fiscal Impact Analysis
Based on the above analysis of existing and forecasted visitation, ERA will provide
order-of-magnitude estimates of fiscal revenue and f&al costs associated with tourism.
The primary sources of fiscal revenue will include transient-occupancy taxes, sales tax
revenue associated with tourist exp &es, and property tax revenue
associated with tourism-related
’ -. Fiscal cost estim
rs. ERA will then convert the projecte
gy, into a per-capita fhctor for tourists.
the estimated fiscal revenue with thee
with tourism to estimate thr: order
_..
Task 9: Drag
“.
ERA will prepam
qualifications to the
policy summary, the
copies of the draft rep
twenty copies and one camera-ready co@ @he &%I report.
, ERA will submit
Task 10: Presentations
ERA will make one presentation to staff and one presentation to the City Council within
this budget. ERA will be available to make additional presentations on a time and
material basis.
13
P. 1 F_EB- $-00 TUE 9:40 AM HOUSING L RED. FAX NO. 7607202037
FACSIMfLE TRANSMITTAL
No. of pages transmitted
(including fax transmittal pag
COMPANY:
(Dept.)
PHONE #:
DEPT: HOWNG AND REDEVElOPMENT
PHONE& (760)434- 7%1--j
FAX #: FAX#: (760),720-2037
E-MAIL #: @ci.carlsbad.ca.us
I
This written message is for the exclusive use of the addressee and may contain confidential. privileged, and non-disclosable information. If the recipienr of
this message is not Ihe addressee, or a person responsible for delivering the message ta the addressee, then the recipienl is prohibited from reading or using
rhis message in any way. If you have received this message by mistake, please call us immediately and destroy the telecopy message.
Housing & Redevelopment Department l 2965 Roosevelt Street, Suite B l Carlsbad, California 92008
jEB- 8:00 TUE 9:41 AM HOUSING & RED,
Economics Research Associates
FAX NO. 7607202037 p. 2
February 7,200O
City of C&bad 2965 Roosevelt Street
Suite I3
Carlsbad, CA 92008
Attention: Ms. Debra Fountain
Director of Housing and Redevelopment
Dear Ms. Fountain:
Please be advised that Mr. William Anderson is a Vice President with Economics Research Associates (ERA). As an officer, Mr. Anderson has full
authority to bind ERA in contract with the City of Carlsbad.
Should you have any questions or need additional information, please
contact the undersigned.
Sincerely,
mgp
Corporate Secretary Senior Vice President, Finance
Chief Operating Officer
TFRfjla
_I. . ‘< I -., .I -* L 1. -’ ..I,
. . _. -,.-e -
,f^ . .m ‘I. “- .- i -. h . I .* l -, ./,
-, : \ -. .,.
lOBOO Wllghire Ba~~levard Suite 1500 LOS Angelae. CA 90024
310.477.9585 FAX 310.&79.1950 www.econras.ccm LRA 4, rr ,,I,. t.d With Dr,“.,, ,on..
Lo, Angelas San Francisco San Dlogo Chicago Washington DC LOtldOlV