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HomeMy WebLinkAbout2010-06-21; Parks & Recreation Commission; 0610-4; NAMING RIGHTS AMENDMENT POLICY UPDATEPARKS & RECREATION COMMISSION - AGENDA BILL AB#: 0610-4 MTG. DATE: 06/21/10 STAFF: CALARCO UPDATE ON AMENDMENTS TO COUNCIL POLICY 48 "NAMING RIGHTS OF PARKS AND MUNICIPAL FACILITIES" INFO hcl ACTION RECOMMENDED ACTION: Receive a report and recommend the City Council accept revisions to Council Policy 48, Naming Rights of Parks and Municipal Facilities. ITEM EXPLANATION: On July 21, 2009, the City Council received a presentation from city staff regarding the naming of baseball field No. 1 at Poinsettia Park. At that meeting the Council voted unanimously to posthumously rename it "Thorp Field" in honor of a local youth athlete, Mitchell Thorp (Agenda Bill 19,908 and Resolution 2009- 191). While the Council supported the Parks and Recreation Commission's recommendation and voted unanimously to approve the naming rights proposal, the Mayor and Council members expressed some concern regarding the existing naming rights policy specifically related to the criteria for naming rights. During the discussion it was suggested by several Council members that the criteria for naming rights as outlined in the existing policy were too vague and not clearly defined. As a result, the Council generally felt that the sheer volume of naming requests would eventually far outweigh the number of available parks and facilities within the city. The City Council requested that staff review and revise the naming rights policy criteria with an emphasis on defining, evaluating, and providing direction regarding what merits a "significant contribution" to the community and the City of Carlsbad. For comparison and research purposes, staff examined numerous naming rights policies including the City of Costa Mesa, City of Seattle, City of Vancouver, British Columbia, and the University of California Regents. The Parks and Recreation Commission first received a presentation on revisions to Council Policy 48, at its meeting of September 21, 2009. Subsequently, staff returned with their revisions to the policy based on input received from the Commission, and on November 16, 2009, the Commission voted unanimously to recommend that the City Council accept the revisions to Council Policy 48, "Naming Rights of Parks and Municipal Facilities." Since that time, staff has received additional input from the new Parks and Recreation Director, City Attorney, and City Manager on Council Policy 48 which has resulted in some additional revisions for the Commission's consideration and recommendation. Major subject area revisions include: 1. Policy Title: "Naming Rights of Parks and Designated Municipal Facilities" The title (and policy) was changed to reflect the fact that the city may not want to offer naming rights for all (designated) municipal facilities, including city-owned facilities leased to commercial tenants, city core service facilities (City Hall, fire stations, and police stations), naming of certain minor amenities such as trees and park benches, and naming of streets, programs, events or other types of sponsorships. Jl Page 2 2. Types of Naming Rights: Naming or Renaming Rights, and Memorial or Honorific Naming Two distinct naming categories were created: Naming or renaming rights are usually granted in exchange for a significant financial contribution to the city, while memorial or honorific naming is generally granted without a significant financial contribution to the community and the City of Carlsbad. Memorial naming is designed to specifically acknowledge deceased individuals, while honorific naming is intended to recognize living individuals. 3. Criteria for Naming Rights Criteria for naming rights were included to aid in the decision making process, and to further define a "significant contribution" to the City of Carlsbad. In the current policy, costs were defined by the department. A market value assessment requirement was added to the process to help the city to determine the value associated with the naming opportunity. 4. Additional Criteria for Memorial or Honorific Naming Additional criteria for memorial or honorific naming were added to aid in the decision making process, and further describe a significant contribution to the City of Carlsbad. Moreover, criteria were added which stipulates that in the case of individual memorial naming rights only, the person in question must be deceased for a period of three years before the name will be considered. This strategy will allow ample time for analysis, an opportunity to objectively evaluate the recommendation, and the significance of the individual's contribution to ensure that the policy criteria are met. 5. Renaming Criteria for renaming were added to clarify under what circumstances the city will consider renaming proposals. Renaming of parks, designated municipal facilities, and amenities within those facilities will be permitted when the park, facility, or amenity has been replaced, substantially renovated, or developed for another use. 6. Duration and Renewal of Naming Rights and Memorial or Honorific Naming Duration (start and end date) of naming rights will be specified in a Naming Rights Agreement to be developed on an individual basis in cooperation with the City Attorney's office. Renewal of naming rights will be by reapplication and at the sole discretion and approval of the Carlsbad City Council. EXHIBITS: 1. Summary of major revisions to Council Policy 48, "Naming Rights of Parks and Municipal Facilities" 2. Council Policy 48 (current version dated January 16, 2007) 3. Council Policy 48 (underline/strikeout version) 4. Council Policy 48 (as revised) EXHIBIT 1 Summary of Major Revisions to Council Policy 48 Naming Rights of Parks and Municipal Facilities I. POLICY TITLE Current policy: "Naming Rights of Parks and Municipal Facilities." Revised policy: "Naming Rights of Parks and Designated Municipal Facilities." Explanation: The title (and policy) was changed to reflect the fact that the City may not want to offer naming rights for all (designated) municipal facilities, including City-owned facilities leased to commercial tenants, City core service facilities (City Hall, fire stations, and police stations), naming of certain minor amenities such as trees and park benches, and naming of streets, programs, events, or other types of sponsorships. II. TYPES OF NAMING RIGHTS Current Policy: Opening and reopening of parks and facilities, recognition for financial contribution, and honorific. Revised Policy: Naming or renaming rights and memorial or honorific naming or renaming. Explanation: Two distinct categories were created. Naming or renaming rights are • usually granted in exchange for a significant financial contribution to the city, while memorial or honorific naming rights are generally granted without a financial contribution to the city. Each type has a unique list of criteria to consider, as well as general criteria that applies to both types. III. CRITERIA FOR NAMING RIGHTS Current policy: General criteria (applies to both types of naming opportunities): honors individuals - living or deceased that have made a significant contribution to the City, must be consistent with the contribution level, provides a sense of place and continuity, recognizes historical or cultural significance of an area, reflects unique characteristics of the site. Revised policy: Naming or renaming rights: significant financial contribution to the City of Carlsbad, naming request must be consistent with the contribution level, provides a sense of place and continuity, recognizes natural, historical or cultural significance of an area, reflects unique Page 2 characteristics of the site, consistent with the mission, vision and values of the City of Carlsbad. The cost paid to the City for the right to name a facility should be established according to a market value assessment. Memorial or honorific naming: generally without a significant financial contribution to the City of Carlsbad, in honor of outstanding achievement, meritorious service, or exceptional community service. Memorial naming is designed to specifically acknowledge deceased individuals, while honorific naming is intended to recognize living individuals. Explanation: Additional criteria for naming rights were included to aid in the decision making process, and further define an "exceptional contribution to the City of Carlsbad." In the current policy, costs were to be defined by the Department. A market value assessment requirement was added to the process to help the city determine the cost associated with the privilege of having the naming rights opportunity. IV. ADDITIONAL CRITERIA FOR MEMORIAL OR HONORIFIC NAMING Current policy: No specific criteria for memorial or honorific naming rights specified, as this is a new naming category. Revised policy: A significant, positive contribution to the community without which the park or facility would not have otherwise existed; a contribution that enhanced a park or facility in an extraordinary way; demonstrated exemplary public service community volunteerism, or outstanding achievement, contribution must be well documented and widely acknowledged within the City of Carlsbad community. In the case of an individual memorial naming opportunity, the person nominated must be deceased for a minimum of three years before the proposal will be considered. Explanation: Additional criteria for memorial or honorific naming were added to aid in the decision making process, and further describe a significant contribution to the City of Carlsbad. Moreover, criteria was added which stipulates that in the case of individual memorial naming rights only, the person in question must be Pages deceased for a period of three years before the name will be considered. This strategy will allow for ample time for consideration, an opportunity to evaluate the recommendation, and the significance of the individual's contribution to ensure that the criteria are met. V. DURATION AND RENEWAL OF NAMING RIGHTS. MEMORIAL. OR HONORIFIC NAMING Current policy: Duration of naming rights shall be decided on a case-by-case basis, and may be renewed by mutual agreement between all parties. Revised policy: Duration of naming rights (start date and end date) will be specified in a Naming Rights Agreement to be developed in cooperation with the City Attorney's office. Renewal of naming rights will be by reapplication and at the sole discretion and approval of the Carlsbad City Council. EXHIBIT 2 CITY OF CARLSBAD Page 1 of 4 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued 01/16/07 Effective Date Ql/ife/Q? General Subject NAMING RIGHTS OF PARKS AND MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights Of Parks, Municipal Facilities, And Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File BACKGROUND: The intent of this policy is to: • Confirm the current practice of naming parks, municipal facilities, and amenities within those facilities, after significant geographical, neighborhood and historical elements; • Recognize significant contributions that organizations or individuals have made to the public life and the well-being of the citizens of the City of Carlsbad; • Provide guidance on how to apply for approval to name or rename parks, facilities, and amenities within those facilities; • Expand the current practice of naming parks to include all appropriate municipal facilities and any amenities within a park or municipal facility. PURPOSE; To revise and establish the criteria and procedures for the naming rights of parks, municipal facilities, and amenities within a park or municipal facilities in consideration of financial contributions or in recognition of any significant contributions to the City of Carlsbad that it wishes to honor. STATEMENT OF POLICY: There are three types of naming situations this policy intends to address: • The opening or reopening of parks, municipal facilities, and amenities within those facilities; • Providing recognition of financial contributions to the City of Carlsbad; • Honoring persons, organizations, corporations, or foundations in recognition for their significant contributions to the City of Carlsbad. Criteria for Naming Rights: • Honors individuals, living or deceased, who have made a significant contribution to the City of Carlsbad; • Consistent with contribution level; • Longstanding affiliation with the City; CITY OF CARLSBAD Page 2 of 4 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued 01/16/07 Effective Date m/ift/n? General Subject: NAMING RIGHTS OF PARKS AND MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights Of Parks, Municipal Facilities, And Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File • Provides a sense of place, continuity and belonging reflecting the geographic location, community, neighborhood or street where the park, municipal facility or amenity within the facility is located; • Recognizes the historical and/or cultural significance of the area; • Reflects unique characteristics of the site. Names will not be chosen that: • Cause confusion due to duplication or names sounding similar to existing locations within the City of Carlsbad; • Are the names of companies whose business is substantially derived from the sale of alcohol, tobacco, firearms, pornography, and/or sexually explicit goods or services; • Are discriminatory or derogatory considering race, gender, creed, religious or political affiliation, or other similar factors; • Recognize the birth, marriage or anniversary of specific individuals. The City of Carlsbad reserves the right to reject or revoke naming rights opportunities by individuals, groups, or organizations whose views or public statements do not promote the mission, norms and values, or interests of the City. Names of persons, organizations, corporations, or foundations will be considered when they have made a significant contribution to the City of Carlsbad by: • Enhancing the quality of life and well-being of the City and its Citizens; • Contributing to the historical or cultural preservation of the City; • Contributing toward the acquisition, development, or conveyance of land or building to the City; • Exemplary or meritorious contributions to the City; • A direct relationship or association that exists between a former place of residence of the person or group and the parks, facilities, and amenities within those facilities to be named. Where the name of an individual is recommended after an internal discussion, written consent shall be obtained from the individual, their next of kin, or their estate prior to the City Council's public consideration. CITY OF CARLSBAD Page 3 of 4 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued 01/16/07 Effective Date 01/16/07 General Subject: NAMING RIGHTS OF PARKS AND MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights Of Parks, Municipal Facilities, And Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File Where the naming opportunity is the result of a financial contribution, the following factors must be considered: • The significance of the contribution made relative to the construction and operating costs of the parks, municipal facilities, and amenities within those facilities; • The cost of establishing the naming option (costs to be determined by the responsible Department on an individual basis). The duration of naming rights of parks, municipal facilities, and amenities within those facilities shall be decided or negotiated on a case-by-case basis. Naming rights of parks, municipal facilities, and amenities within those facilities may be renewed by mutual agreement between all the parties. Existing names will not be changed without consideration of the historical significance of the existing name, the impact on the individual or organization previously named, the cost and impact of changing existing signs, rebuilding community recognition and updating records (i.e. letterhead, databases, and promotional materials). Each naming right application will be considered on a case-by-case basis. PROCEDURE: Applicant(s) shall submit a written request for naming rights to the corresponding Department Director, with justification to aid in considering the proposal. The proposed name shall be placed on the Board and/or Commission agenda (if required), allowing appropriate time for review by the Board and/or Commission and subcommittee if necessary, and to publicize and receive input from the public at the Board and/or Commission meeting. The Board and/or Commission's recommendation will be forwarded to the City Council for their determination of the official name. In the case of City-sponsored support groups raising funds on behalf of the City (i.e. Friends of the Library and/or Friends of Canillo Ranch), it will be necessary to establish naming rights gift levels prior to soliciting gifts and offering naming rights to prospective donors. No final commitment to name a park, municipal facility or amenity within the facility can be made to a potential donor without the appropriate CITY OF CARLSBAD Page 4 of 4 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued m/ifi/n? Effective Date 01/16/07 General Subject: NAMING RIGHTS OF PARKS AND MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights Of Parks, Municipal Facilities, And Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File approvals as outlined within this policy. The support groups will first establish recommended gift levels for naming rights. The recommended gift levels will then be submitted to the corresponding Department Director for its review and then submitted to the corresponding Board and/or Commission. The Board and/or Commission's recommendation on the gift levels will then be forwarded to the City Council for its final approval prior to the support group soliciting donations for naming rights. EXHIBITS CITY OF CARLSBAD COUNCIL POLICY STATEMENT General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Specific Subject: Naming Rights of Parks, Designated Municipal Facilities and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File. BACKGROUND: The intent of this policy is to: • Confirm the current practice of naming or renaming parks, designated municipal facilities, and amenities within those -facilities, after significant geographical, neighborhood and historical elements; • Recognize substantial personal and financialsigmficant contributions that individuals. groups, or community organizations or individuals have made to the public life and the well-being of the citizens of the cityCity of Carlsbad: «—PromoteProvide guidance on how to apply for approval to name or rename parks. facilities, and amenities within those facilities; • Expand the current practice of naming or renaming parks to include designatedatt appropriate municipal facilities and afty-amenities within a park or municipal facility; • Create a process under which a city-sponsored fundraising support group may work with staff and the City Council to formally establish conditions (via the agenda bill process) under which the group may market naming opportunities, and enter into an agreement with the city under these terms • This policy does not apply to (1) city-owned facilities leased to commercial tenants. (2) city core service facilities (e.g. City Hall, fire stations, and police stations). (3) certain amenities such as minor improvements, trees, and park benches. (4) naming of streets, and (5) naming of programs, events, or other kinds of sponsorships or private-public partnerships, and; • No vested rights shall be conferred or received by any individual, entity, group, or community organization as a result of this policy. PURPOSE; The purpose of this policy is to: • Establish To revise and establish the criteria and procedures for the naming or renammgftghte of parks, designated municipal facilities, and amenities within those facilities; 20 • Provide guidance on how to apply for approval to name or rename parks, designated municipal facilities, and amenities within those facilities, and; • Provide a clear and consistent evaluation framework and approval process fora park or municipal facilities in consideration of financial contributions or in recognition of any significant contributions to the City Council in considering naming or renaming requestsof Carlsbad that it wishes to honor. STATEMENT OF POLICY: There are twothfee types of naming opportunitiessituations this policy intends to address: «—Naming rightsThe opening or reopening of parks, designated municipal facilities, and amenities within those facilities usually granted in exchange for a significant j • Providing recognition of financial contributioncontributions to the city by an individual, group, community organization, entity, company, corporation or foundation€rty-e£ Carlsbad; • Memorial or honorific naming of parks, designated municipal facilities, and amenities within those facilities in honor of outstanding achievement, meritorious service, or exceptional community contribution, generally without a financial contribution to the city by an individual, group or community organization. Memorial naming is designed to specifically acknowledge deceased individuals, while honorific naming is intended to recognize living individuals. Honoring persons, *—Names of individuals, groups, community organizations, companies, corporations, or foundations will be considered when theyin recognition for their significant contributions to the City of Carlsbad. Criteria for Naming Rights: Honors individuals, living or deceased, who have made a significant contribution to the city bv:City of Carlsbad; • Enhancing the quality of life and well-being of the city and its residents; • Contributing to the historical or cultural preservation of the city; • Contributing toward the acquisition, development, or conveyance of land or building to the city; • A direct relationship or association that exists between a former place of residence of the person and the parks, designated facilities, and amenities within those designated facilities to be named. General criteria for naming rights (including memorial or honorific naming): The city will consider naming proposals according to the following criteria: • Must be consistentConsistent with personal or financial contribution level; «—Longstanding affiliation with the City; • Provides a sense of place, continuity and belonging reflecting the geographic location, community, neighborhood or street where the park, -municipal facility or amenity within the facility is located; • Recognizes the natural, historical and/or cultural significance of the area; • Reflects the_unique characteristics of the site;? • Consistent with the mission, vision and values of the city; • Where the name of an individual is recommended after an internal discussion, written consent shall be obtained from the individual (for non-memorial naming), their heir(s), or their estate prior to the City Council.'g public consideration. Additional criteria for memorial or honorific naming: The city will consider memorial or honorific naming proposals according to the following criteria: Parks, designated municipal facilities and amenities within those facilities may be named in memory or in honor of an individual, group, or. community organization provided the individual, group, or community organization has: • Made a significant, positive contribution to the community without which the park, designated municipal facility, or amenity within those facilities may not have otherwise existed, or; • Made an important contribution that enhanced a park, designated municipal facility, or an amenity within those facilities in an extraordinary way, and; • Demonstrated continuous and longstanding track record of exemplary public sendee, community volunteerism, or achieved such unique distinction as to warrant recognition, and; • Had a longstanding and beneficial affiliation with the city. In the case of an individual memorial naming opportunity, the person must be deceased for a minimum of three years before the proposal will be considered. The contribution of the individual, group, or community organization must be well-documented and widely acknowledged within the community. Acceptable forms of documentation include, but not limited to. articles from major newspapers and magazines, periodicals, books, and network or local radio and television coverage. Where the naming rights opportunity is the result of a financial contribution, the following factors must be considered: • The significance of the contribution made relative to the overall construction and operating costs of the parks, designated municipal facilities, and amenities within those facilities; • The cost paid to the City for the right to name a facility should be established according to a market value assessment. (Assessment to be coordinated by the responsible Department on an individual basis). Renaming; A proposal to rename or add an additional name to a park, designated municipal facility, and amenities with those facilities shall adhere to all applicable criteria outlined above. In addition, the following guidelines shall be followed: • The review shall include due consideration of all pertinent documents and information relating to the original naming and proposed renaming: • When a park, designated municipal facility, and amenities within those facilities has already been named, and will be replaced, substantially renovated, or developed for another use, the replaced or renovated park, designated municipal facility, and amenities within those facilities may be renamed .and: • When a park, designated municipal facility, and amenities with those facilities is proposed for renaming, a reasonable effort will be made to notify in advance the individual (or immediate family members), group, or community organization of the renaming. Names will not be chosen that: • Cause confusion due to duplication or names sounding similar to existing locations within the cityCity of Carlsbad; • Are the names of companies whose business is substantially derived from the sale of alcohol, tobacco, firearms, pornography, and/e* sexually explicit goods or services; • Are discriminatory or derogatory considering race, gender, creed, religious or political affiliation, or other similar factors, and; • Recognize the birth, marriage or anniversary of specific individuals. The City of Carlsbad reserves the right to reject or revoke naming rights and memorial or honorific naming proposals submittedopportunities by individuals, groups, community ef organizations, companies, corporations and foundations whose views or public statements do not promote and support the mission, visionnorms and values, or interests of the city€ity. Names of persons, organizations, corporations, or foundations will be considered when they have made a significant contribution to the City of Carlsbad by; •—Enhancing the quality of life and well being of the City and its Citizens; *—Contributing to the historical or cultural preservation of the City; «—Contributing toward the acquisition, development, or conveyance of land or building to tho City; Z3 *—Exemplary or meritorious contributions to the City; *—A direct relationship or association that exists between a former place of residence of the person or group and the parks, facilities, and amenities within those facilities to be n i tTi n fi• 11111 lll'Vl t • Whoro tho name of an individual io recommended after an internal diocuooion, written consent Hhall bo obtained from the individual, their next of kin, or their estate prior to the City Council's public consideration. Where the naming opportunity is the result of a financial contribution, the following factors must be considered; *—The significance of the contribution made relative to the construction and operating costs of the parks, municipal facilities, and amenities within those facilities; «—The cost of establishing the naming option (costs to be determined by the responsible Department on an individual basis). The duration of naming rights of parks, municipal facilities, and amenities within those facilities shall be decided or negotiated on a case by case basis. Naming rights of parks, municipal facilities, and amenities within those facilities may be renewed by mutual agreement between all the parties. Existing names tnaywMi not be changed without consideration of:. • Community input; • The-the historical significance of the existing name; • The^-the impact on the individual or organization previously named, and; • Thetbe cost and overall effectmpaet of changing existing signs, rebuilding community recognition and updating records (i^g. letterhead, databases, and promotional materials). Each naming or renaming rights and memorial or honorific naming or renaming proposal will be considered on a case-by-case basis. Final approval is at the sole discretion of the City Council. No vested rights shall be conferred or received by any individual or entity as a result of this policy or any action taken under this policyright application will be considered on a case by case Naming Rights and Memorial or Honorific Naming Agreement: The duration (start date and end date) of naming rights and memorial or honorific naming of parks, designated municipal facilities, and amenities within those facilities shall be negotiated and agreed upon by all parties, have a specified duration as outlined in the Naming Agreement, and shall be renewed by reapplication and at the sole discretion of the City Council. PROCEDURE; Applicant(s) shall submit a written proposalrequest for naming rights or memorial or honorific naming to the corresponding Department Director^ with justification to aid in considering the proposal. The proposed name shall be placed on the Board and/or Commission agenda (if required), allowing appropriate time for review by the Board and/or Commission and subcommittee if necessary, and to publicize and receive input from the communitypabtie at the Board and/or Commission meeting. The Board and/or Commission's recommendation will be forwarded to the City Council for their final determination of the official name. City-sponsored support group fundraising: In the case of cityGrty-sponsored support groups raising funds on behalf of the City (i.e. Friends of the Library and/or Friends of Carrillo Ranch), it will be necessary to establish naming rights gift levels prior to soliciting gifts and offering naming rights to prospective donors. No final commitment to name a park, designated municipal facility or amenity within those facilitiesthe facility can be made to a potential donor without the appropriate approvals as outlined within this policy. The support groups will first establish recommended gilt levels The support groups will first establish recommended gift levels for naming-fltghfe. The recommended gift levels will then be submitted to the corresponding Department Director for-ite review and then submitted to the corresponding Board and/or Commission. The Board and/or Commission's recommendation on the gift levels will then be forwarded to the City Council for its-final approval prior to the support group soliciting donations for naming,, rights. EXHIBIT4 CITY OF CARLSBAD Page 1 of 5 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued Effective Date General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights of Parks, Designated Municipal Facilities, and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File BACKGROUND: The intent of this policy is to: • Confirm the practice of naming or renaming parks, designated municipal facilities, and amenities within those facilities, after significant geographical, neighborhood and historical elements; • Recognize substantial personal and financial contributions that individuals, groups, or community organizations have made to the public life and the well-being of the citizens of the city; • Promote the practice of naming or renaming parks to include designated municipal facilities and amenities within a park or municipal facility; • Create a process under which a city-sponsored fundraising support group may work with staff and the City Council to formally establish conditions (via the agenda bill process) under which the group may market naming opportunities, and enter into an agreement with the city under these terms • This policy does not apply to (1) city-owned facilities leased to commercial tenants, (2) city core service facilities (e.g. City Hall, fire stations, and police stations), (3) certain amenities such as minor improvements, trees, and park benches, (4) naming of streets, and (5) naming of programs, events, or other lands of sponsorships or private-public partnerships, and; • No vested rights shall be conferred or received by any individual, entity, group, or community organization as a result of this policy. PURPOSE; The purpose of this policy is to: • Establish criteria and procedures for the naming or renaming of parks, designated municipal facilities, and amenities within those facilities; • Provide guidance on how to apply for approval to name or rename parks, designated municipal facilities, and amenities within those facilities, and; • Provide a clear and consistent evaluation framework and approval process for City Council in considering naming or renaming requests. STATEMENT OF POLICY; There are two types of naming opportunities this policy intends to address: CITY OF CARLSBAD Page 2 of 5 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued Effective Date General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights of Parks, Designated Municipal Facilities, and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File • Naming rights of parks, designated municipal facilities, and amenities within those facilities usually granted in exchange for a significant financial contribution to the city by an individual, group, community organization, entity, company, corporation or foundation; • Memorial or honorific naming of parks, designated municipal facilities, and amenities within those facilities in memory or honor of outstanding achievement, meritorious service, or exceptional community contribution, generally without a financial contribution to the city by an individual, group or community organization. Memorial naming is designed to specifically acknowledge deceased individuals, while honorific naming is intended to recognize living individuals. Names of individuals, groups, community organizations, companies, corporations, or foundations will be considered when they have made a significant contribution to the city by: • Enhancing the quality of life and well-being of the city and its residents; • Contributing to the historical or cultural preservation of the city; • Contributing toward the acquisition, development, or conveyance of land or building to the city; • A direct relationship or association that exists between a former place of residence of the person and the parks, designated facilities, and amenities within those designated facilities to be named. General criteria for naming rights (including memorial or honorific naming): The city will consider naming proposals according to the following criteria: • Must be consistent with personal or financial contribution level; • Provides a sense of place, continuity and belonging reflecting the geographic location, community, neighborhood or street where the park, municipal facility or amenity within the facility is located; • Recognizes the natural, historical and/or cultural significance of the area; • Reflects the unique characteristics of the site; • Consistent with the mission, vision and values of the city; • Where the name of an individual is recommended after an internal discussion, written consent shall be obtained from the individual (for non-memorial naming), their heir(s), or their estate prior to the City Council's public consideration. 27 CITY OF CARLSBAD Page 3 of 5 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued Effective Date General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights of Parks, Designated Municipal Facilities, and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File Additional criteria for memorial or honorific naming: The city will consider memorial or honorific naming proposals according to the following criteria: Parks, designated municipal facilities and amenities within those facilities may be named in memory or honor of an individual, group, or community organization provided the individual, group, or community organization has: • Made a significant, positive contribution to the community without which the park, designated municipal facility, or amenity within those facilities may not have otherwise existed, or; • Made an important contribution that enhanced a park, designated municipal facility, or an amenity within those facilities in an extraordinary way, and; • Demonstrated continuous and longstanding track record of exemplary public service, community volunteerism, or achieved such unique distinction as to warrant recognition, and; • Had a longstanding and beneficial affiliation with the city. In the case of an individual memorial naming opportunity, the person must be deceased for a minimum of three years before the proposal will be considered. The contribution of the individual, group, or community organization must be well-documented and widely acknowledged within the community. Acceptable forms of documentation include, but not limited to, articles from major newspapers and magazines, periodicals, books, and network or local radio and television coverage. Where the naming rights opportunity is the result of a financial contribution, the following factors must be considered: • The significance of the contribution made relative to the overall construction and operating costs of the parks, designated municipal facilities, and amenities within those facilities; • The cost paid to the City for the right to name a facility should be established according to a market value assessment. (Assessment to be coordinated by the responsible Department on an individual basis). Renaming: A proposal to rename or add an additional name to a park, designated municipal facility, and amenities with those facilities shall adhere to all applicable criteria outlined above. In addition, the following 2? CITY OF CARLSBAD Page 4 of 5 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued Effective Date General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights of Parks, Designated Municipal Facilities, and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File guidelines shall be followed: • The review shall include due consideration of all pertinent documents and information relating to the original naming and proposed renaming; • When a park, designated municipal facility, and amenities within those facilities has already been named, and will be replaced, substantially renovated, or developed for another use, the replaced or renovated park, designated municipal facility, and amenities within those facilities may be renamed, and; • When a park, designated municipal facility, and amenities with those facilities is proposed for renaming, a reasonable effort will be made to notify in advance the individual (or immediate family members), group, or community organization of the renaming. Names will not be chosen that: • Cause confusion due to duplication or names sounding similar to existing locations within the city; • Are the names of companies whose business is substantially derived from the sale of alcohol, tobacco, firearms, pornography, and sexually explicit goods or services; • Are discriminatory or derogatory considering race, gender, creed, religious or political affiliation, or other similar factors, and; • Recognize the birth, marriage or anniversary of specific individuals. The City of Carlsbad reserves the right to reject or revoke naming rights and memorial or honorific naming proposals submitted by individuals, groups, community organizations, companies, corporations and foundations whose views or public statements do not promote and support the mission, vision and values, or interests of the city. Existing names may not be changed without consideration of: • Community input; • The historical significance of the existing name; • The impact on the individual or organization previously named, and; • The cost and overall effect of changing existing signs, rebuilding community recognition and updating records (e.g. letterhead, databases, and promotional materials). Each naming or renaming rights and memorial or honorific naming or renaming proposal will be considered on a case-by-case basis. Final approval is at the sole discretion of the City Council. No vested CITY OF CARLSBAD Page 5 of 5 Policy No. 48 COUNCIL POLICY STATEMENT Date Issued Effective Date General Subject: NAMING RIGHTS OF PARKS AND DESIGNATED MUNICIPAL FACILITIES Cancellation Date Supersedes No. Specific Subject: Naming Rights of Parks, Designated Municipal Facilities, and Amenities Within Those Facilities Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File rights shall be conferred or received by any individual or entity as a result of this policy or any action taken under this policy. Naming Rights and Memorial or Honorific Naming Agreement: The duration of naming rights and memorial or honorific naming of parks, designated municipal facilities, and amenities within those facilities shall be negotiated and agreed upon by all parties, have a specified duration (start and end date) as outlined in the Naming Agreement, and shall be renewed by reapplication and at the sole discretion of the City Council. PROCEDURE; Applicant(s) shall submit a written proposal for naming rights or memorial or honorific naming to the corresponding Department Director with justification to aid in considering the proposal. The proposed name shall be placed on the Board and/or Commission agenda (if required), allowing appropriate time for review by the Board and/or Commission and subcommittee if necessary, and to publicize and receive input from the community at the Board and/or Commission meeting. The Board and/or Commission's recommendation will be forwarded to the City Council for their final determination of the official name. City-sponsored support group fundraising: In the case of city-sponsored support groups raising funds on behalf of the City (i.e. Friends of the Library and/or Friends of Carrillo Ranch), it will be necessary to establish naming gift levels prior to soliciting gifts and offering naming rights to prospective donors. No final commitment to name a park, designated municipal facility or amenity within those facilities can be made to a potential donor without the appropriate approvals as outlined within this policy. The support groups will first establish recommended gift levels for naming. The recommended gift levels will then be submitted to the corresponding Department Director for review and then submitted to the corresponding Board and/or Commission. The Board and/or Commission's recommendation on the gift levels will then be forwarded to the City Council for final approval prior to the support group soliciting donations for naming. 3o