HomeMy WebLinkAbout2022-05-18; Carlsbad Golf Lodging Business Improvement District; Resolution 2022-95GDocuSign Envelope ID: 663E4887-0BB5-40B6-9820-6E8620C53731
RESOLUTION NO. 2022-95G
A RESOLUTION OF THE CARLSBAD GOLF LODGING BUSINESS
IMPROVEMENT DISTRICT ADVISORY BOARD APPROVING THE ANNUAL
REPORT FOR FISCAL YEAR 2022-23
EXHIBIT 1
WHEREAS, the Carlsbad Golf Lodging Business Improvement District (CGLBID) was
formed in accordance with the California Parking and Business Improvement Area Law of 1989
(California Streets and Highways Code Section 36500 et. seq.); and
WHEREAS, California Streets and Highways Code Section 36533 requires the CGLBID
Advisory Board to present an annual report to the City Council for its review and approval for
each fiscal year for which assessments are to be levied and collected to pay the cost for the
improvements and activities described in the report; and
WHEREAS, the Annual Report has been prepared for t he 2022-23 fiscal yea r, and
WHEREAS, the CGLBID Advisory Board wishes to approve the Annual Report; and
WHEREAS, the CGLBID Advisory Board wishes to submit the report to the City Council for
approval.
NOW, THEREFORE, BE IT RESOLVED by the Carlsbad Golf Lodging Business Improvement
District Advisory Board as follows:
1. That the above recitations are true and correct.
2. That the Annual Report (Attachment A) is approved in its entirety.
3. That the Annual Report will be presented to the City Council for its approval at
a June 2022 meeting.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Advisory Board of the
Carlsbad Golf Lodging Business Improvement District on this 18th day of May 2022, by the
following vote to wit:
AYES: Canepa, Gray, Rauch, Stripe, Stull
NAYS: None
ABSENT: None
ABSTAIN: None
DocuSign Envelope ID: 663E4BB7-0BB5-40B6-982D-6E8620C53731
EXHIBIT 1
TIM STRIPE, Chair
FAVIOLA MEDINA, City Clerk Services Manager
{SEAL)
ATTACHMENT A
Carlsbad Golf Lodging Business Improvement District (CGLBID)
2022-2023 Annual Report
Method of Assessment: The CGLBID includes all hotel businesses in the City of Carlsbad
that have elected to participate in the district. The assessment shall be levied on all
hotel businesses that have elected to participate in the district within the City of
Carlsbad based upon a flat fee of $2.00 per occupied room per night for all transient
occupancies as defined in Section 3.12.020(7) of the Carlsbad Municipal Code. The
amount of assessment shall be separately stated from the amount of the rent and other
taxes charged, and each transient shall receive a receipt for payment from the operator.
The assessment will be remitted monthly based on $2.00 per occupied room per night in
revenues for the previous month.
Assessment Funding Purpose: The proceeds of the CGLBID assessment shall be spent to
promote golf-related tourism within the boundaries of the CGLBID, as well as marketing-
related capital improvements such as golf-related signage, golf-related equipment and
to pay for related administrative costs.
2022-23 Work Plan: The CGLBID was established in January 1, 2013. For the initial
period the district, fiscal year 2012-2013 (1/1/13-6/30/13) and the next fiscal year 2013-
14, three hotels -Sheraton Carlsbad, Pa rk Hyatt Aviara and Grand Pacific Palisades
Hotel -opted into the district . In fiscal year 2014-15 Carlsbad by the Sea Resort opted
into the district, in fisca l year 2017-18 Omni La Costa Resort opted into the district, in
2018-19 Westin Carlsbad Resort opted into the district, and in 2020-21 Cape Rey Beach
Hilton Resort and the Hilton Garden Inn opted into the district. These eight hotels are
expected to collect a total of $764,000 in CGLBID assessments in fiscal year 2021-22.
Expenditures for fiscal year 2021-22 are estimated to be $450,000.
Each assessed business determines how to spend the funds collected by their respective
property provided the expenditures are for an approved golf-related expense.
Reimbursement of these expenses are made quarterly upon approval from the advisory
board up to the amount collected per property minus administrative fees. The
administrative fees pay for the collection of assessments and administration of the
district. Monies not spent by the end of the fiscal year will carry forward to the next
fiscal year.
For fiscal year 2022-23, it is estimated that these eight hotels will collect a total of
$770,000 in CGLBID assessments. Based on this revenue estimate and the carryforward
amounts from the previous fisca l year, the budgeted amount for reimburse ment to the
hotels is $800,000. This amount will be available to the assessed hotels for
reimbursement. Administrative fees and staff support for fiscal yea r 2022-23 are
budgeted at $30,800, which is 4% of the revenues.
Detail of the 2022-23 budget is shown on the following page.
2022-23 CGLBID Bud.9.et
2019-20 2020-21 2021-22 Actuals as of Projected Recommended
Program Areas Description Actual Actual Budget 4/30/2022 2021-22 2022-23 Budget
Carryover Fund Balance $291,861 $172,432 $307,491 307,491 307,491 597,411
Revenues:
CGLBID Assessment• $2 per room night 534,264 335,402 650,000 617,500 764,000 770,000
Interest Earnings 6,154 1,544 1,088 1,200 0
Total Estimated Revenues 540,418 336,946 650,000 618,588 765,200 770,000
Expenditures:
2% Admin. Fee • City For collection of CGLBID assessment and accounting
for CGLBID -2% of CGLBID assessment revenue 10,685 7,108 13,000 12,350 15,280 15,400
Reimbursements Reimbursement to member hotels for golf related
expenditures 641 ,382 189,660 800,000 294,900 450,000 800,000
Staff support Staff support to the CGLBID -2% of CGLBID
assessment revenue 7,780 5,119 13,000 5,661 10,000 15,400
Total Expenses 659,847 201,887 826,000 312,911 475,280 830,800
Ending Fund Balance Contingency for Revenue shortfall $172,432 $307,491 $131,491 $613,168 597,411 536,611
Member Hotels opting into the District:
• FY2014-15 -Sheraton Carlsbad, Park Hyatt Aviara, Grand Pacific Palisades, and Carlsbad by the Sea Resort.
• FY2017-18 • Omni La Costa Resort.
• FY2018-19 -Westin Carlsbad Resort.
• FY2020-21 -Hilton Garden Inn, and Cape Rey Beach Hilton Resort.