HomeMy WebLinkAbout2009-10-15; Carlsbad Tourism Business Improvement District; 09-09-48; Accept Reports CTBID and SDNCVBCARLSBAD TOURISM
BUSINESS IMPROVEMENT DISTRICT
AGENDA BILL
AB# 09-09-48
Accept Reports from Carisbad
CTBID STAFF
MTG. 10-15-09 Accept Reports from Carisbad GENERAL MTG. 10-15-09
Convention and Visitors Bureau and COUNSEL
DEPT. Admin San Diego North Convention and DEPT. Services Visitors Bureau for Period Ending
June 30,2009
RECOMMENDED ACTION:
Accept reports from Carlsbad Convention and Visitors Bureau (CCVB) and San Diego North
Convention and Visitors Bureau (SCNCVB) for period ending June 30, 2009.
ITEM EXPLANATION:
The CTBID contracts with CCVB and SDNCVB to provide various tourism services. A
requirement of each of their contracts is that they submit periodic reports on their activities and
performance. Attached are their reports for the period ending June 30, 2009.
FISCAL IMPACT:
None.
ENVIRONMENTAL IMPACT:
This action does not approve any projects that will have a physical adverse affect on the
environment so it falls within the general rule under CEQA that this is not a project (CEQA
Regulation 153789(b)).
EXHIBITS:
1. Report from CCVB for period ending June 30, 2009.
2. Report from SDNCVB for period ending June 30, 2009.
DEPARTMENT CONTACT: Cheryl Gerhardt, 760-602-2430, chervl.qerhardt@carlsbadca.aov
FOR CITY CLERKS USE ONLY.
BOARD ACTION: APPROVED V
DENIED •
CONTINUED •
WITHDRAWN •
AMENDED •
CONTINUED TO DATE SPECIFIC •
CONTINUED TO DATE UNKNOWN •
RETURNED TO STAFF •
OTHER - SEE MINUTES •
Cf SI W5/r
Visit Carlsbad Semi-Annual Report
January 1 - June 30, 2009
Vfs/T. .
carisbad
The third and fourth quarters of FY2009 provided a significant challenge to the Carlsbad Convention
and Visitors Bureau and its staff. The prior Executive Director, Kurt Burkhart left the CVB and the staff
had a tremendous tasic of marketing Carlsbad without a clearly defined marketing plan. From December
15, 2008 to May 20, 2009 Frankie Laney, Public Relations Director, was appointed Interim Executive
Director by the Board to ensure continuity and to manage all aspects of day-to-day operations for the
Carlsbad CVB. Board ChainA^oman, Nancy Nayudu and Treasurer, Bill Deering, were regularly
available for advice on any marketing and media decisions.
Two highlights that happened during this time standout as significant; first was the securing of a full-
page ad that appeared in print and online with the CTTC's annual California Road Trips. 1.5 million
inserts were distributed throughout the western US. The second was an ad in the July issue of Oprah
Magazine, purchased as a remnant, the ad garnered almost 2,000 leads, the most the CVB has ever
received from a single ad. The buy also included four months on the popular website vacationfun.com
and helped drive summer traffic to the CCVB's website, visitcarisbad.com.
The CVB ended FY 2009 with a net income of -$85,652 even though the remaining balance in the
CCVB bank account was $1,062. Part of the reason for the high loss was the CCVB was asked to
forgo its last two funding payments equating to $74,800. Had these payments been made the loss
would only have been $10,852 instead of $85,652. At the very end of the report you will find the
FY2009 Profit and Loss statement from January 1, 2009 to June 30, 2009.
The following will provide you with more details on additional media buys as welt as the distribution of
the Carisbad visitors guide and lure brochure, and online bookings by our travel partner ARES.
%r carisbad
Fulfillment 8t Distribution of the Carisbad Visitor Guide and the Carisbad Destination Lure Brochure
Visit Carisbad used two print pieces to meet fulfillment obligations, the Cartsbad Visitor Guide and the
Carisbad Destination Lure Brochure. 75,000 Visitor guides were made available In a select number of
Official California Welcome Centers and allocated to Cartsbad hotels, motels and resorts. 60,000 lure
brochures were distributed throughout Carisbad's drive markets as well as special markets such as the
British Columbia and Washington State's ferry systems. DIstribufion services were contracted through
Certified Folder Display Services, Inc.
On a monthly average, the Visitor Information Center directly distributed 600 guides to those who
visited the VIC requesting information about our community. Approximately 2,500 guides were also
distributed monthly to Carisbad lodging properties.
Brochure Distribution Area Number of Sites
San Diego County Visitor Marketing Program
Orange County Tourism Systems Visitor Marketing Program
Los Angeles Area Tourism Systems Visitor Marketing Program
LAX/Long Beach Area Tourism Systems Visitor Marketing Program
Inland Empire Visitor Marketing Program
Palm Springs Area Visitor Marketing Program
Phoenix Corporate Program
Yuma/l-8 Area Visitor Marketing Program
Ontario International Airport Program
San Diego International Airport (3 terminals)
San Diego Visitor Information Center ~ Mission Bay
WA State Ferry Program (entire system ~seasonal coverage)
BC Ferry Program (main route package ~ seasonal coverage)
5k\
176
131
154
235
159
80
84
Califomia Welcome Centers
San Francisco
Anderson
Barstow
Santa Rosa
Areata
Merced
Oxnard
Yucca Valley
Auburn
Pismo Beach
San Bernardino
Oceanside
carisbad
Distribution Area for Visitor Guides
• California Welcome Center ~ Oceanside
• San Diego International Visitor Information Center
• San Diego Visitor Information Center ~ Mission Bay
• Carisbad resort/hotel/motel properties (monthly lobby distribution)
• 1-month distribution of Visitor Guides in Orange County during April 2009 to 406 sites.
Print Advertising
Visit Carisbad purchased print ads in publications that had a high probability of readership by travelers who
would find Carisbad to be a destination of choice. Each ad provided readers with a call to action to either go
online to visitcartsbad.com or call toll-fi-ee 1.800.CARLSBAD.
In the last six months of FY 08-09, staff responded to 7,979 BRC generated leads resulting from various print
media buys.
Publication BRC Leads Readership
Arthur Frommer's Budget Travel 580 543,000
CA State Visitors Guide 1,031 1,250,000
Conde Naste Traveler 1,086 485.000
National Geographic Traveler 264 1,325,000
Oprah Magazine 1,940 1,830,000 •
Travel 50 & Beyond 1,149 220,000
Vacations 2008 1,318 250,000
Valley Press 124
Go-California.com 487
* Included In the Oprah Magazine advertising buy is a 4-month presence on VacationFun.com (currentiy
rated in the top 10% of U.S. travel websites by Hitwise.) The site has an estimated 1.2 million user sessions
during each issue's 4-month campaign. Our online ad will run through October 2009. In addition, two email
blasts were sent to 50,000 Vacation.com users. To date the listing on has been viewed 4,016 times with 238
cllck-throughs since it was posted in July.
carisbad
Online Bookings
The Carisbad CVB contracted with ARES to serve as its online booking engine for consumers.
Through ARES, the CVB was able to provide prospective visitors with a convenient, online solution to
purchasing hotel rooms and attractions tickets.
Hotel Orders Attraction Orders Total Orders
Date Orders Nights Revenue Orders Tickets Revenue Orders Nts/Tx Revenue
January '09 22 47 $ 5,599 3 13 $ 585 25 60 $ 6,184
February '09 48 124 $ 12,814 4 20 $ 1,015 52 144 $ 13,829
March '09 119 310 $ 37,501 36 132 $ 6,860 155 442 $ 44,360
11^ 4ii $ 56.914 43 165 $ 8,460 232 646 $ 64,373
April '09 125 289 $ 34,126 72 289 $ 14,982 197 578 $ 49,108
May '09 118 265 $ 36,112 77 252 $ 16,309 195 517 $ 52,421
June '09 192 473 $ 70.031 202 409 $ 25.769 394 882 $ 95,801
Q4Tdtai8 4m $ 140,269 351 %mjm 786 1,977 $ 197,330
FY 2009 Totals 790 1 1,885 1$ 248.189 415 1 1.201 1$ 69,921 1,205 1 3.086 1$ 318,110
July '08 190 461 $ 68,827 304 600 $ 36,049 494 1,061 $ 104,875
Trade Shows Attended (prepaid bv prior executive director)
• Bay Area Travel Show
• LA Times Travel Show
• Phoenix Travel Show
Public Relations
• Attended California Conference on Tourism
• Hosted Kristen Schott, writer for OC Family Magazine
*<"/:
carisbad
Financial AccountatMlitv
The CVB maintained a separate banking account that received and expended only those funds which were
allocated through the CTBID for marketing and general administration. The CVB ended FY 2009 with
a net income of -$85,652 even though the remaining balance in the BID account was $1,062. Part of
the reason for the high loss was the CCVB was asked to forgo its last two ftjnding payments equating to
$74,800 to ensure the CTBID's budget would balance. Had these payments been made the loss would only
have been $10,852 instead of $85,652 as stated on the financials.
Visitor Infonnation Center
Visit Carisbad manages and administers the day-to-day functions of the VIC with one full-time staff person and
one part-time person. The VIC operates seven days a week, 9:00 am to
5:00 pm, Monday through Friday, along with a shortened weekend schedule. 30 volunteers staff the center to
provide personalized attention to guests and visitors needing assistance.
• Visitors- 8,058 visitors came into the center from January 1 - July 31, 2009.
• E-mailIrKjuiries- 1,634 incoming requests for a visitors guide were received.
• Telephone Inquiries- 1,010 incoming telephone calls were handled by the volunteers.
• Letter Inquiries -2ZZ personal letters were received, both domestic and international, In origin. Many of
the letters include thanks to the staff for their assistance.
• Lodging Referrals -384 requests for lodging assistance were handled by the volunteers, which included
room availability, room price, location, and directional assistance. Referrals to specific properties were
based on particular information provided by the person who had requested specifics, such as price range,
location, proximity to area attractions, dining and other points of interest.
• Activity Referrals -7specific referrals to attractions, shopping, LEGOLAND, restaurants and special
events.
• Volunteer Shifts -493 shifts were staffed by the volunteers
• Volunteer Hours-\,WS^ hours of public service, were logged by the volunteers.
• Volunteer In-YM Service - $21,885 hours contributed by the volunteers.
• Top 5 States Represented- California-Arizona-Washington-Colorado-Mlnnesota
9:17 AM Carlsbad Convention & Visitors Bureau
09/02/09 Profit & Loss
Cash Basis January through June 2009
Jan - Jun 09
Ordinary Income/Expense
Income
400-000 • FUNDING
400-005 • CTBID 149,600.00
Total 400-000 • FUNDING 149,600.00
Total Income 149,600.00
Expense
600-000 • SALARY, WAGES & BENEFITS
600-005 • Salary & Wages 55,141.99
600-007 • Salary & Wages - Officers 10,000 02
600-010 • Payroll Taxes 6,224.31
600-015 • Benefite
600-017 • Group Insurance - Medical 3,211.40
600-022 • SIMPLE IRA -450.00
Total 600-015 - Benefits 2,761.40
600-030 • Insurance Workers' Comp 1,103.35
Total 600-000 • SALARY. WAGES & BENEFITS 75,231 07
610-000 • VISITOR CENTER OPERATIONS
610-005 • Bank Related Fees 23.41
610-015 • Equipment Purchases/Replacement 134.35
610-016 • Equipment Rentals
610-017 • Copy Machine 1,068.42
610-019 • Postage Machine 529.88
Total 610-016 • Equipment Rentals 1,598.30
610-020 • Equipment Repair & Servicing
610-022 • Computer 3,076.69
610-029 • Other Repairs & Service 58.28
Total 610-020 • Equipment Repair & Servicing 3,134.97
610-030 • Grounds Maintenance 200.00
610-050 • Membership Dues
610-058 • Credit Card Membership 60.00
Total 610-050 • Membership Dues 60.00
610-060 • Mileage Reimbursement
610-062 • Monthly Allotment - Frankie 400.00
610-063 • Reimburseable Miles 3.00
Total 610-060 • Mileage Reimbursement 403.00
610-065 • Misc Items 95.90
610-070 • Office Supplies
610-079 ' Office Supplies, General 69.75
610-070 • Office Supplies - Other 647.99
Total 610-070 • Office Supplies 717.74
610-080 • Postage / Federal Express
610-081 • USPS / Postal Meter 549.99
610-082 • USPS / Non-Postal Meter 1.071.66
610-083 • FedEx/Ovemight Delivery 22.00
Total 610-080 • Postage / Federal Express 1.643.65
610-110 • Professional Services
610-112 - Bookkeeping 958.00
610-113 Legal 797.50
610-114 • Payroll Service 645.00
610-110 - Professional Services - Other 30.00
Total 610-110 • Professional Services 2,430.50
Page 1
9:17 AM
09/02/09
Cash Basis
Carlsbad Convention & Visitors Bureau
Profit & Loss
January through June 2009
Jan - Jun 09
610-125 • Taxes (non-payroll)
610-126 • Business Property Tax
610-125 • Taxes (non-payroll) - Other
Total 610-125 • Taxes (non-payroll)
610-130 • Telephone
610-131 - Office. 800#
610-132 • Long Distance
610-133 • Cellular / Wireless
Total 610-130 • Telephone
610-135 • Utilities
610-136 • SDG&E
Total 610-135 • Utilities
610-140 • Volunteer Programs
610-143 • Volunteer Program Supplies
610-140 • Volunteer Programs - Other
Total 610-140 • Volunteer Programs
610-000 • VISITOR CENTER OPERATIONS - Other
Total 610-000 • VISITOR CENTER OPERATIONS
620-000 • DESTINATION MARKETING/BRANDING
620-010 • Print Media Advertising
620-012 • Antelope Valley Press
620-017 • Carlsbad Travel Info Guide
620-024 • San Diego Vacation Planner
620-030 • Vacations
620-032 • Print Ads
620-038 • SD Golf Guide
620-010 • Print Media Advertising - Other
Total 620-010 • Print Media Advertising
620-040 • Internet
620-041 • Domain Name Regis / Renewals
620-042 • DSL Connection
620-043 • Hosting
620-045 • NXT Book Online Visitor Guide
620-046 • Ongoing Site Maintenance
620-047 • Pay-Per-CIIck Marketing
620-048 • Search Engine Optimization
Total 620-040 • Internet
620-050 • Brand Consulting & Implement
620-051 • Consulting Fees
Total 620-050 - Brand Consulting & Implement
620-060 • Brochure & Visitor Guide Dist
620-061 • Destination Brochure
620-064 • USPS Bulk Rate
Total 620-060 • Brochure 8i Visitor Guide Dist
620-070 • Public Relations & Media
620-078 • Production of "B" Roll film
620-070 • Public Relations & Media - Other
Total 620-070 - Public Relations 8i Media
620-080 • Marketing ROI
620-082 • Visitor Profile Surveys
Total 620-080 • Marketing ROI
620-090 • Professional Conferences
620-091 • CalTIA Annual Conference
Total 620-090 • Professional Conferences
268.00
12.68
280.68
596.14
187.86
150.64
934.64
1,035.20
1,035.20
216.83
187.86
404.69
45.00
13,142.03
240.00
1,652.18
14,920.00
3,350.00
3,000.00
23,489.22
39.609.30
86,260.70
17.38
180.00
924.00
11.700.00
783.44
21,700.00
6,000.00
41,304.82
28.75
28.75
2,907.00
2,649.26
5,556.26
122.00
140.00
262.00
146.52
146.52
485.00
485.00
Page 2
9:17 AM Carlsbad Convention & Visitors Bureau
09/02/09 Profit & Loss
Cash Basis January through June 2009
Jan - Jun 09
620-100 • Print Production
620-103 • Visitors Guide 6.000.00
Total 620-100 • Print Production 6,000.00
620-110 • Consumer Travel Shows
620-111 • Arizona Travel Show
620-113 • Lodging 156.90
620-116 • Transportation 356.31
620-117 • Furnishings 196 72
620-111 • Arizona Travel Show - Other 425.47
Total 620-111 • Arizona Travel Show 1,13540
620-121 • Bay Area Travel Show
620-126 • Transportation 260.59
620-121 • Bay Area Travel Show - Other 1,072.35
Total 620-121 • Bay Area Travel Show 1,332 94
620-131 • LA Times Travel 8> Adventure
620-133 • Lodging 637.44
620-136 • Transportation 20.00
620-131 • LA Times Travel & Adventure - Other 301.65
Total 620-131 • LA Times Travel 8i Adventure 959.09
620-110 • Consumer Travel Shows - Other 563.73
Total 620-110 • Consumer Travel Shows 3.991.16
620-164 • Professional Memberships
620-168 • Travel Industry Association 800.00
620-169 • Destination Mktg Assoc 950.00
Total 620-164 • Professional Memberships 1,750.00
620-170 • Event Sponsorships
620-171 • ArtSplash 725^0
Total 620-170 • Event Sponsorships 725.00
620-180 • Subscription & Publications
620-182 • San Diego Business Journal 69.00
620-184 • USAE News 150.00
620-180 • Subscription & Publications - Other 150.00
Total 620-180 • Subscription & Publications 369.00
Total 620-000 • DESTINATION MARKETING/BRANDING 146,879.21
Total Expense 235,252.31
Net Ordinary Income -85.652.31
Net Income -85,652.31
Page 3
10:29 AM Carlsbad Convention & Visitors Bureau
09/09/09 Profit & Loss
Cash Basis July 2008 through June 2009
Jul '08 - Jun 09
Ordinary Income/Expense
Income
400-000 • FUNDING
400-005 • CTBID 374,000.00
400-011 • County of San Diego 3,000.00
Total 400-000 • FUNDING 377.000.00
410-000 • PRODUCT REVENUE
410-012 • Depot Sales - Taxable 928.15
Total 410-000 • PRODUCT REVENUE 928.15
420-000 • MARKETING PARTNERSHIPS
420-005 • Advertising 17.700.00
420-010 • Parbiers' Marketing Assessments 14.377.00
420-020 • Website Advertising 9.750.00
Total 420-000 • MARKETING PARTNERSHIPS 41,827.00
HOTEL CO-OP
Travel Show reimbursements 800.00
Total HOTEL CO-OP 800.00
430-000 • INTERNET INCOME
430-005 • ARES Online Booking 6,266.32
430-010 • Banner Advertising 101.59
Total 430-000 • INTERNET INCOME 6,367.91
MARKETING PARTNERSHIP
Visitors Guide 2002-03
Total MARKETING PARTNERSHIP -0.02
440-005 • MISCELLANEOUS PROMOTIONS 4,140.00
Total Income 431.063.04
Exponso
600-000 • SALARY, WAGES & BENEFITS
600-005 • Salary & Wages 102.034 76
600-007 • Salary & Wages - Officers 105.989 86
600-010 • Payroll Taxes 17,289 09
600-015 • Benefits
600-017 • Group Insurance - Medical 6,128.36
600-019 • Flexible Spending Account 2,450.00
600-022 • SIMPLE IRA 523.50
Total 600-015 • Benefits 9,101.86
600-030 • Insurance Workers' Comp 2,183.45
Total 600-000 • SALARY, WAGES & BENEFITS 236,599.02
610-000 • VISITOR CENTER OPERATIONS
610-005 • Bank Related Fees
610-007 • Merchant Fee 428.95
610-005 • Bank Related Fees - Other 23.41
Total 610-005 • Bank Related Fees 452.36
610-010 • Board of Directors Expenses
610-014 • Misc Expenses 14.074.28
Total 610-010 • Board of Directors Expenses 14,074.28
610-015 • Equipment Purchases/Replacement 2,218.24
610-016' Equipment Rentals
610-017 • Copy Machine 2.672.35
610-018 • Fire Extinguisher 51.70
610-019 • Postage Machine 1.651.06
Total 610-016 • Equipment Rentals 4,375 11
Page 1
10:29 AM CaHsbad Convention & Visitors Bureau
09/09/09 Profit & Loss
Cash Basis July 2008 through June 2009
Jul '08 - Jun 09
610-020 • Equipment Repair & Servicing
610-022 • Computer 2,835.04
610-023 • Telephone 133.24
610-029 - Other Repairs & Service 58.28
Total 610-020 • Equipment Repair & Servicing 3.026.56
610-030 • Grounds Maintenance 203.55
610-035 • Insurance Coverages
610-036 • Directors & Officers 1.550.00
610-037 • General Liability 691.00
Total 610-035 • Insurance Coverages 2,241.00
610-040 • Items for Resale 378.40
610-041 • Local Conferences/Meetings
610-047 • State of City of Luncheon 450.00
610-049 • Other Local Conferences/Meeting 13.729.43
610-041 • Local Conferences/Meetings - Other 5.200.00
Total 610-041 • Local Conferences/Meetings 19.379.43
610-050 • Membership Dues
610-058 • Credit Card Membership 60.00
610-052 • Carisbad Chamber of Commerce 355.00
610-053 - Carisbad Hi-Noon Rotary 870.00
610-054 • San Diego CVB 550.00
610-057 • CALTIA Dues 550.00
Total 610-050 • Membership Dues 2.385.00
610-060 • Mileage Reimbursement
610-061 • Monthly Allotinent - Kurt 700.00
610-062 • Monthly Allotment - Frankie 1,300.00
610-063 • Reimburseable Miles 3.00
Total 610-060 • Mileage Reimbursement 2,003.00
610-065 • Misc Items 326 90
610-070 • Office Supplies
610-072 • Copy Paper 141.13
610-073 • Printer Cartridges/Drum 161.61
610-074 • Software 123.76
610-079 • Office Supplies, General 792.71
610-070 • Office Supplies - Otiier 647.99
Total 610-070 • Office Supplies 1,867.20
610-080 • Postage / Federal Express
610-081 • USPS / Postal Meter 1,049.99
610-082 • USPS / Non-Postal Meter 1,120.24
610-083 • FedEx/Overnight Delivery 22.00
610-080 • Postage/Federal Express - Other -67.94
Total 610-080 • Postage / Federal Express 2,124 29
610-100 • Printing
610-102 • CVB Letterhead 449.21
610-103 • Visitor Guide Envelopes 1.803.35
610-104 • Specialty Orders 2.125.48
610-105 • Staff Business Cards 93.57
Total 610-100 • Printing 4.471.61
610-110 • Professional Services
610-111 Accounting 840.00
610-112 • Bookkeeping 2.201.75
610-113-Legal 797.50
610-114 • Payroll Service 1.385.00
610-110 • Professional Services - Other 30.00
Total 610-110- Professional Services 5.254.25
Page 2
10:29 AM
09/09/09
Cash Basis
Carlsbad Convention & Visitors Bureau
Profit & Loss
July 2008 through June 2009
Jul '08 - Jun 09
610-125 - Taxes (non-payroll)
610-126 - Business Property Tax
610-128-State Tax
610-125 • Taxes (non-payroll) - Other
Total 610-125 • Taxes (non-payroll)
610-130 • Telephone
610-131 - Office. 800#
610-132 - Long Distance
610-133 - Cellular / Wireless
Total 610-130 - Telephone
610-135 • Utilities
610-136 - SDG8.E
Total 610-135 Utilities
610-140 - Volunteer Programs
610-141 - Appreciation Awards Program
610-143 • Volunteer Program Supplies
610-140 • Volunteer Programs - Other
Total 610-140 • Volunteer Programs
610-000 - VISITOR CENTER OPERATIONS - Otiier
Total 610-000 • VISITOR CENTER OPERATIONS
620-000 • DESTINATION MARKETING/BRANDING
620-010 - Print Media Advertising
620-040 - Internet
620-041
620-042
620-043
620-045
620-046
620-047
620-048
Domain Name Regis / Renewals
DSL Connection
Hosting
NXT Book Online Visitor Guide
Ongoing Site Maintenance
Pay-Per-Click Marketing
Search Engine Optimization
Total 620-040 • Internet
620-050 • Brand Consulting 8i Implement
620-051 • Consulting Fees
Total 620-050 • Brand Consulting & Implement
620-060 • Brochure & Visitor Guide Dist
620-061 - Destination Brochure
620-064 • USPS Bulk Rate
Total 620-060 • Brochure & Visitor Guide Dist
349.00
10.00
12.68
371.68
2.026.62
621.68
1.070.28
3.718.58
2.234.46
2,234.46
700.00
593.78
201.86
1,495.64
45.00
72,646.54
620-011 Anaheim/OC Visitor Guide 2,420.00
620-012 Antelope Valley Press 416.25
620-013 Arthur Frommer's Budget Travel 10.681.20
620-016 Carisbad Chamt>er Directory 1.795.00
620-017 Carisbad Travel Info Guide 1.652.18
620-018 Conde Naste Traveler 5.701.80
620-019 National Geographic Traveler 6.060.40
620-024 San Diego Vacation Planner 14,920.00
620-025 SATW Annual Directory 2.482.13
620-029 Travel SO & Beyond 690.00
620-030 Va<;ations 4.680.00
620-032 Print Ads 8.260.00
620-036 Direct Mail Programs 1,578.92
620-037 California Drives 8,005.22
620-038 SD Golf Guide 23.489.22
620-010 Print Media Advertising - Otiier 48.109.30
tai 620-010 • Print Media Advertising 140.941.62
256.14
539.94
1.518.00
11.700.00
1.276.74
39.095.00
12.000.00
66.385.82
28.75
28.75
5,449.96
6.448.10
11,898.06
Page 3
10:29 AM CaHsbad Convention & Visitors Bureau
09/09/09 Profit & Loss
Cash Basis July 2008 through June 2009
Jul '08 - Jun 09
620-070 • Public Relations & Media
620-075 • Media & Travel Writer FAM's 248.33
620-077 - Media/PR Resources 18.00
620-078 - Production of "B" Roll film 122 00
620-079 - PR Web Direct 200.00
620-070 - Public Relations & Media - Other 140.00
Total 620-070 - Public Relations & Media 728.33
620-080 • Marketing ROI
620-082 - Visitor Profile Surveys 146.52
Total 620-080 • Marketing ROI 146.52
620-090 • Professional Conferences
620-091 - CalTIA Annual Conference 549.55
620-095 • DMAI Annual Conference 1,601.27
620-097 • PRSA/Travel 8i Tourism/SATW 214.95
620-098 • Travel Media Showcase -1.000.00
Total 620-090 - Professional Conferences 1,365.77
620-100 • Print Production
620-101 • Creative Design & Proof Copy 200.00
620-103 - Visitors Guide 6.000 00
620-100 • Print Production - Other 949.40
Total 620-100 - Print Production 7,149.40
620-110 - Consumer Travel Shows
620-111 - Arizona Travel Show
620-113-Lodging 156.90
620-115 - Registi-ation 1,550.00
620-116 • Transportation 356.31
620-117 - Fumishings 196.72
620-111 - Arizona Travel Show - Other 425.47
Total 620-111 • Arizona Travel Show 2,685.40
620-121 • Bay Area Travel Show
620-126 • Transportation 260.59
620-121 • Bay Area Travel Show - Other 1.072.35
Total 620-121 • Bay Area Travel Show 1.332.94
620-131 • LA Times Travel & Adventure
620-133 Lodging 637.44
620-136-Transportation 20.00
620-131 • LA Times Travel & Adventure - Other 301.65
Total 620-131 • LA Times Travel & Adventure 959.09
620-110 • Consumer Travel Shows - Other 563.73
Total 620-110 • Consumer Travel Shows 5,541 16
620-164 • Professional Memberships
620-167 - Society of Amer Travel Writers 250.00
620-168 • Travel Industry Association 800.00
620-169 - Destination Mktg Assoc 950.00
Total 620-164 • Professional Memberships 2.000.00
620-170 - Event Sponsorships
620-171 • ArtSplash 1.450.00
620-173 • Village Christinas Tree 1.923.33
620-175 - Carlsbad Music Festival 0^
Total 620-170 - Event Sponsorships 3,373.33
Page 4
10:29 AM CaHsbad Convention & Visitors Bureau
09/09/09 Profit & Loss
Cash Basis July 2008 through June 2009
Jul '08 - Jun 09
620-180 • Subscription & Publications
620-182 • San Diego Business Journal 69 00
620-184 • USAE News 150.00
620-185 • Smith Travel Research 2,000.00
620-180 • Subscription & Publications - Other 150.00
Total 620-180 • Subscription & Publications 2.369.00
Total 620-000 • DESTINATION MARKETING/BRANDING 241,927.76
PROFESSIONAL SERVICES
MKTG, ADV, PROMOS
Advertising & Events 509.22
Total MKTG, ADV, PROMOS 509.22
Total PROFESSIONAL SERVICES 509.22
Total Expense 551,682.54
Net Ordinary Income -120,619.50
Net Income -120,619.50
Page 5
ORTH
.SAN D tco NORTH CONVENTION & VLSITOR.S BIIRFA
San Diego North Convention & Visitors Bureau
Carlsbad Sales Report
FY 2008-2009 (lst-4th Qtrs)
July 1,2008 -June 30,2009
Report Summary
Contracted Definite Accounts
Booked Between July 1,2008 -December 31,2008 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Total Accounts: 29 6 6 12 5
Total Room Nights: 6,066 1,139 513 3,209 1,205
Total Room Revenue {estimated): $742,988 $146,402 $51,273 $396,425 $148,888
Total On Property Revenue {estimated): $194,764 $39,416 $11,004 $103,666 $40,678
Total Property Revenue {estimated): $937,753 $185,817 $62,277 $500,092 $189,567
Total Destination Visitor Spending {estimated): $2,592,645 $540,917 $184,660 $1,342,887 $524,181
Amount of Funding from BID {to date): $110,000 $27,500 $27,500 $27,500 $27,500
Direct Sales Activities
Between July 1,2008 - December 31,2008 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Client Educational Site Tours, Fams & Events: 13 2 2 5 4
Client Trade Shows: 20 4 2 9 5
Client Personal Sales Calls: 22 4 4 7 7
Member Sites, Meetings & Events: 30 7 13 5 5
Contracted Definite Accounts for Carlsbad
Accoimt
Contract Information Contract Value
Accoimt & Contracted Properties Event Date Property Type* Account Type
(N=new/R=repeat)
Blocked
Room Nights
Blocked
Attend.
Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
1st Quarter FY 2008-2009 - Booked July 1 - September 30,2008
National Multiple Sclerosis Society -2008 Team Rehab United - Bike MS 10/11/2008 R-SMRF 45 40 $4,600 $1,012 $5,612
Holiday Inn Carlsbad-By-The-Sea M 20 $2,724 $763 $3,487
La Quinta Cbad L 25 $1,875 $249 $2,125
National Multiple Sclerosis Society 2008 Team Saddle Soars - Bike MS 10/11/2008 R-SMRF 18 40 $2,452 $687 $3,139
Inns of America Suites M 18 $2,452 $687 $3,139
National Multiple Sclerosis Society 2008 Bike MS Host Hotel for Staff, Sponsors & Volunteer 10/11/2008 R-SMRF 50 100 $6,811 $1,907 $8,718
Courtyard by Marriott Carlsbad M 50 $6,811 $1,907 $8,718
National Multiple Sclerosis Society 2008 Team Bill's Biker Backers - Bike MS 10/11/2008 R-SMRF 23 30 $1,725 $229 $1,955
Ramada Suites Carlsbad 760-438-4547 fax L 23 $1,725 $229 $1,955
National Multiple Sclerosis Society 2008 Bike MS Preferred Hotel Accommodations 10/11/2008 R-SMRF 291 582 $33,825 $8,424 $42,249
Courtyard by Marriott Carlsbad M 20 $2,724 $763 $3,487
Grand Pacific Palisades M 15 $2,043 $572 $2,615
Hampton Inn Carlsbad L 10 $750 $100 $850
Hilton Garden Inn Carlsbad Beach M 10 $1,362 $381 $1,744
Holiday Inn Carlsbad-By-The-Sea M 51 $6,947 $1,945 $8,892
Homewood Suites Carlsbad L 20 $1,500 $200 $1,700
Inns of America Suites M 20 $2,724 $763 $3,487
La Quinta Cbad L 15 $1,125 $150 $1,275
Ramada Suites Carlsbad L 50 $3,751 $499 $4,249
Sheraton Carlsbad Resort M 55 $7,492 $2,098 $9,590
West Inn & Suites Carlsbad M 25 $3,406 $954 $4,359
United Church of God - 2008 Feast of the Tabernacles Conference
Beachwalk Villas
Resortime.com (Carlsbad Inn VR)
Resortime.com (Carlsbad Seapoint VR)
Resortime.com (Grand Pacific VR)
Ocean Palms Beach Resort,
10/13/2008
M
M
M
M
M
R-CONF 712
72
120
120
160
240
267 $96,989
$9,808
$16,346
$16,346
$21,795
$32,693
$27,157
$2,746
$4,577
$4,577
$6,103
$9,154
$124,145
$12,554
$20,923
$20,923
$27,898
$41,847
TOTAL REPEAT ACCOUNTS 1st QUARTER FY 2008-2009 7 Accounts 1,139 1,059 $146,402 m416 $185,817
1ST QUARTER FY 2008-2009 DEFINITE BOOKINGS INTO CARLSBAD 6 Accounts Repeat= 6
New=0 1,139 1,059 $146,402 $39,416 $185,817
Contracted Definite Accounts for Carlsbad
Accoimt & Contracted Properties
Contract Information Contract Value
Accoimt & Contracted Properties Event Date Property Type* Account Type
(N=new/R=repeat)
Blocked
Room Nights
Blocked
Attend.
Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
2nd Quarter FY 2008-2009 - Booked October 1 - December 31,2008
NEW ACCOUNTS 2nd QUARTER FY 2008-2009
American Fidelity Assurance Company - January Team Meeting
Grand Pacific Palisades
01/08/2009
M
N-CORP 10
10
17 $1,362
$1,362
$381
$381
$1,744
$1,744
Simi Valley Harley Davidson Owners Chapter - Simi Valley HOG Chapter
Inns of America Suites
11/06/2009
M
N-SMRF 40
40
40 $5,449
$5,449
$1,526
$1,526
$6,974
$6,974
TOTAL NEW ACCOUNTS 2nd QUARTER FY 2008-2009 2 Accounts 50 57 $6,811 $1^7 $8,718
REPEAT ACCOUNTS 2nd QUARTER FY 2008-2009
Eagle Creek - December 2008 Biannual Sales Meeting
Grand Pacific Palisades
12/03/2008
M
R-CONF 59
59
59 $8,037
$8,037
$2,250
$2,250
$10,287
$10,287
ConferenceDirect (El Cajon, CA) - La Costa Canyon High School Debate
Courtyard by Marriott Carlsbad
12/05/2008
M
R-SMRF 100
100
100 $13,622
$13,622
$3,814
$3,814
$17,436
$17,436
Goodguys Rod & Custom Association - 2009 Rod & Custom Show Preferred Accommodation!
La Quinta Cbad
04/03/2009
L
R-CONF 37
37
25 $2,775
$2,775
$369
$369
$3,144
$3,144
American Rabbit Breeders Association (ARBA) - 2009 California Rabbit & Cavy Shows-Overfk
Homewood Suites Carlsbad
La Quinta Cbad
10/27/2009
L
L
R-CONF 267
105
162
59 $20,028
$7,876
$12,152
$2,664
$1,048
$1,616
$22,691
$8,924
$13,768
TOTAL REPEAT ACCOUNTS 2nd QUARTER FY 2008-2009 4 Accounts 463 243 $44,462 $9,007 $53,559
2ND QUARTER FY 2008-2009 DEFINITE BOOKINGS INTO CARLSBAD 6 Accounts Repeats 4
New=2 513 300 $51,273 $11,004 $62,277
Contracted Definite Accounts for Carlsbad
Contract Information Contract Value
Account & Contracted Properties Account Type Blocked Blocked Room On-Property Total Property Account & Contracted Properties
Event Date Property Type* (N=new/R=repeat) Room Nights Attend. Revenue* Revenue* Revenue
3rd Quarter FY 2008-2009 - Booked January 1 - March 31,2009
NEW ACCOUNTS 3rd QUARTER FY 2008-2009
ASM International - ASM International Educational Courses: February 2009 02/09/2009 N-CONF 40 15 $3,000 $399 $3,399
Hampton Inn Carlsbad L 40 $3,000 $399 $3,399
US ARMY - JAG Conference 03/12/2009 N-CONF 330 200 $44,953 $12,587 $57,539
Sheraton Carlsbad M 330 $44,953 $12,587 $57,539
TOTAL NEW ACCOUNTS 3rd QUARTER FY 2008-2009 2 Accounts 370 215 $47,953 $12,986 $60.^
REPEAT ACCOUNTS 3rd QUARTER FY 2008-2009
Elite Racing/ Competitor Group, Inc. - 2009 Carlsbad 5,000 Accommodations 04/02/2009 R-SMRF 557 371 $65,163 $16,316 $81,479
Courtyard by Marriott Carlsbad M 80 $10,898 $3,051 $13,949
Holiday Inn Carlsbad-By-The-Sea M 160 $21,795 $6,103 $27,898
Inns of America Suites M 42 $5,721 $1,602 $7,323
La Quinta Cbad L 95 $7,126 $948 $8,074
Ramada Carlsbad by the Sea L 80 $6,001 $798 $6,799
Residence Inn by Marriott CBAD M 100 $13,622 $3,814 $17,436
Elite Racing/ Competitor Group, Inc. - 2009 Carlsbad 5,000 Accommodations 04/02/2009 R-SMRF 145 97 $17,304 $4,404 $21,707
Homewood Suites Carlsbad L 40 $3,000 $399 $3,399
West Inn & Suites Carlsbad M 105 $14,303 $4,005 $18,308
San Diego Surf Cup - 2009 San Diego Surf Cup 07/23/2009 R-EVNT 270 135 $33,107 $8,608 $41,715
Courtyard by Marriott Carlsbad M 140 $19,071 $5,340 $24,411
Homewood Suites Carlsbad L 60 $4,501 $599 $5,099
Residence Inn by Marriott CBAD M 70 $9,535 $2,670 $12,205
San Diego Surf Cup - 2009 San Diego Surf Cup 07/30/2009 R-EVNT 270 203 $33,107 $8,608 $41,715
Courtyard by Marriott Carlsbad M 140 $19,071 $5,340 $24,411
Homewood Suites Carlsbad L 60 $4,501 $599 $5,099
Residence Inn by Marriott CBAD M 70 $9,535 $2,670 $12,205
United Church of God - 2009 Feast of the Tabernacles Conference 10/02/2009 R-CONF 712 267 $96,989 $27,157 $124,145
Beachwalk Villas Vacation Resort M 72 $9,808 $2,746 $12,554
Resortime: Carlsbad Seapoint M 120 $16,346 $4,577 $20,923
Resortime Carlsbad Beach Resort M 120 $16,346 $4,577 $20,923
Resortime Grand Pacific Palisades M 160 $21,795 $6,103 $27,898
Ocean Palms Beach Resort M 240 $32,693 $9,154 $41,847
National Multiple Sclerosis Society - 2009 Anthem Blue Cross Rebels-MS Bike 10/10/2009 R-SMRF 20 30 $2,724 $763 $3,487
Courtyard by Marriott Carlsbad M 20 $2,724 $763 $3,487
National Multiple Sclerosis Society - 2009 Bike MS Preferred Hotel Accomodations 10/10/2009 R-SMRF 360 720 $39,552 $9,365 $48,917
Courtyard by Marriott Carlsbad M 50 $6,811 $1,907 $8,718
Grand Pacific Palisades Resort & Hotel M 25 $3,406 $954 $4,359
Hampton Inn Carlsbad L 10 $750 $100 $850
Hilton Garden Inn Carlsbad Beach M 10 $1,362 $381 $1,744
Homewood Suites Carlsbad L 10 $750 $100 $850
Inns of America Suites M 20 $2,724 $763 $3,487
La Quinta Cbad L 40 $3,000 $399 $3,399
Ramada Carlsbad by the Sea L 50 $3,751 $499 $4,249
Residence Inn by Marriott CBAD M 30 $4,087 $1,144 $5,231
Sheraton Carlsbad M 50 $6,811 $1,907 $8,718
West Inn & Suites Carlsbad M 20 $2,724 $763 $3,487
Quality Inn & Suites Carlsbad L 45 $3,375 $449 $3,824
National Multiple Sclerosis Society - 2009 Key Staff, Vendors & Volunteers 10/10/2009 R-SMRF 110 50 $11,924 $2,787 $14,711
Courtyard by Marriott Carlsbad M 40 $5,449 $1,526 $6,974
La Quinta Cbad L 15 $1,125 $150 $1,275
West Inn & Suites Carlsbad M 20 $2,724 $763 $3,487
Quality Inn & Suites Carlsbad L 35 $2,625 $349 $2,975
San Diego Surf Cup - 2009 San Diego Surf Cup 11/26/2009 R-EVNT 295 590 $34,982 $8,858 $43,840
Courtyard by Marriott Carlsbad M 140 $19,071 $5,340 $24,411
Homewood Suites Carlsbad L 85 $6,376 $848 $7,224
Residence Inn by Marriott CBAD M 70 $9,535 $2,670 $12,205
ConferenceDirect (El Cajon, CA) - La Costa Canyon High School Debate 12/05/2009 R-SMRF 100 100 $13,622 $3,814 $17,436
Courtyard by Marriott Carlsbad M 100 $13,622 $3,814 $17,436
TOTAL REPEAT ACCOUNTS 3RD QUARTER FY 2008-2009 10 Accounts 2.839 2,563 $348,472 ^.681 $439,153
3RD QUARTER FY 2008-2009 DEFINITE BOOKINGS INTO CARLSBAD 12 Accounts Repeats 10
New= 2 3,209 2,778 $396,425 $103,666 $500,092
Contracted Definite Accounts for Carlsbad
Contract Information Contract Value
Account & Contracted Properties Event Date Property Type* Account Type
(N=new/R=repeat)
Blocked
Room Nights
Blocked
Attend.
Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
4th Qtr FY 2008-2009-Booked April 1-June 30,2009
NEW ACCOUNTS 4th QUARTER FY 2008-2009
ConferenceDirect (Seaside, CA) - San Diego County Bar Association Annual Retreat
La Costa Resort & Spa
01/22/2010
L
N-CONF 27
27
25 $1,928
$1,928
$256
$256
$2,184
$2,184
TOTAL NEW AOCOUNTS 4th QUARTER FY »M»-2009 1 Account 27 25 $1,928 $256 $2,184
REPEAT ACCOUNTS 4th QUARTER FY 2008-2009
ConferenceDirect (El Cajon, CA) - Add-on La Costa Canyon High School Debate 12/04/2009 R-SMRF 40 40 $5,640 $1,579 $7,219
Inns of America Suites M 40 $5,640 $1,579 $7,219
In Motion, Inc. Event Marketing & Management -2010 Carlsbad Marathon Event 01/23/2010 R-SMRF 764 382 $99,723 $28,875 $128,597
Courtyard by Marriott Carlsbad M 85 $11,985 $3,356 $15,341
Four Seasons Resort Aviara U 30 $7,800 $3,900 $11,700
Grand Pacific Palisades Resort & Hotel M 100 $14,100 $3,948 $18,048
Homewood Suites Carlsbad L 39 $2,785 $370 $3,155
Inns of America Suites M 60 $8,460 $2,369 $10,829
La Costa Resort & Spa U 25 $6,500 $3,250 $9,750
La Quinta Cbad L 60 $4,284 $570 $4,854
Ramada Carlsbad by the Sea L 110 $7,854 $1,045 $8,899
Residence Inn by Marriott CBAD M 70 $9,870 $2,764 $12,634
Sheraton Carlsbad M 110 $15,510 $4,343 $19,853
West Inn & Suites M 75 $10,575 $2,961 $13,536
National Multiple Sclerosis Society - 2010 Bike MS Preferred Hotel Accommodations 10/15/2010 R-SMRF 337 674 $38,956 $9,617 $48,573
Courtyard by Marriott Carlsbad M 50 $7,050 $1,974 $9,024
Grand Pacific Palisades Resort & Hotel M 50 $7,050 $1,974 $9,024
Hilton Garden Inn Carlsbad Beach M 20 $2,820 $790 $3,610
Inns of America Suites M 30 $4,230 $1,184 $5,414
Ramada Carlsbad by the Sea L 73 $5,212 $693 $5,905
Residence Inn by Marriott CBAD M 35 $4,935 $1,382 $6,317
West Inn & Suites M 29 $4,089 $1,145 $5,234
Quality Inn & Suites Carlsbad L 50 $3,570 $475 $4,045
Goodguys Rod & Custom Association - 2010 Rod & Custom Show Add-On Hotel
La Quinta Cbad
04/11/2010
L
R-CONF 37
37
25 $2,642
$2,642
$351
$351
$2,993
$2,993
1,178 1,121 $14^961 $40,422 $187,383
4th QUARTER FY 2008-2009 DEFINITE BOOKINGS INTO CARLSBAD 5 Accounts
Repeats 4
News 1 1,205 1,146 $148,888 $40,678 $189,567
1 GRAND TOTAL FY 2008-2009 DEFINITE BOOKINGS INTO CARLSBAD 29 Accounts
Repeats 24
News 5 6,066 5,282 $742,988 $194,765 $937,753
Marketing Activities
4th Qtr Between July 1,2008 - December 31,2008 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
160-page Visitor Guide Distribution: 40,000 40,000
Website Unique Users: 309,449 79,372 47,172 72,934 109,971
On-line Reservations: $113,170 $40,902 $36,321 $10,444 $25,503
Media Editorial Value: $1,249,592 $533,280 $605,012 $86,285 $25,015
Visitor Center Referrals: 4,646 1,169 691 1,429 1,357
Direct Mail Contacts: 10,115 3,470 3,942 1,922 781
Consumed History for Contracted Definite Accounts
Travel into Carlsbad taking place between July 1,2008 - December 31,2008 3rd Qtr 4th Qtr (some accounts were previously contracted outside of this time frame) 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
Total Accounts: 24 5 11 5 3
Contracted Room Nights: 6,873 1,181 2,645 2,215 832
Actual Room Nights: 4,872 1,152 2,661 850 209
Actual Room Revenue (estimated): $877,197 $236,109 $505,163 $107,222 $28,703
Actual On-Property Revenue (estimated): $364,065 $116,400 $211,160 $28,584 $7,921
Actual Total Property Revenue (estimated): $1,241,262 $352,509 $716,323 $135,805 $36,625
Actual Destination Visitor Spending (estimated): $1,635,855 $480,342 $661,479 $391,995 $102,039
Direct Sales Activities
1ST-4th Quarters FY 2008-2009
CLIENT EDUCATIONAL SITE TOURS / FAMS / EVENTS
>National Technologies Associates - site
>Meetings Innovations - site
>Catalina Restaurant Group - site
>Heery International -site
>San Diego North Showcase with 9 planners
>MPI Los Angeles Event
>Meetings Global - site
>Concepts Worldwide Anniversary Gala
>Patent Resources Group - site
>United Church of God - site
>Meeting Industry Lades Open Trade Show, Reception & Dinner
>MPI San Diego Best Practices Round Table
>Parker Pacific - site
>Trl-City Hospital Foundation Black Tie Gala
>Buick Invitational Client Event Sites
>Buick Invitational Pro Am Client Event
>Campus Crusade for Christ - site
>Campus Crusade for Christ - site
CLIENT TRADE SHOWS
>MPI WEG - Las Vegas (63 Planners)
>The Motivation Show - Chicago, IL (68 planners)
>Travel Green Trade Show - Sacramento, CA (389 Planners)
>MPI Northern California- San Francisoc (70 Planners)
>ConferenceDirect Partner Meeting -San Diego, CA (27planners)
>Affordable Meetings Mid-America - Chicago, IL (100 Planners)
>Successful Meetings Virtual Trade Show
>ASAE Annual Meeting & Exposition - San Diego, CA (91 planners)
>NAILBA Annual Confer. & Trade Show, San Diego, CA (1,000 planners)
>RCMA Trade Show- Grand Rapids, Ml (53 planners)
>Destinations Showase - Washington, DC (82planners)
>MIC of Colorado, Denver, CO (25 planners)
>Successful Meetings University - San Diego, CA (18 planners)
>Affordable Meetings West - San Jose, CA (50 planners)
>Affordable Meetings National - Washington DC (108 planners)
>CALSAE- Sacramento, CA (153 planners)
>Successful Meetings Virtual Trade Show (20 planners)
>Experient EnVision - Kansas City, MO (25planners)
>international Franchise Association - San Diego, CA (45 planners)
>The Smart Meeting - Sausalito, CA (18 planners)
>San Diego Business Travel Association Lunch Meeting
CLIENT PERSONAL SALES CALLS
>Continuit - sales call with 1 planner
>Expedia sales call with 1 representative
>National Multiple Sclerosis Society 2009 & 2010 meeting (3x)
>Los Angeles sales call with 3 planners
>Los Angeles & OC Sales Blitz to 49 planners
>San Jose Sales Calls to 9 planners
>SeaSpine to 1 planner
>ln-Motion sales call with 1 planner (2x)
>Concepts Worldwide sales call & lunch
>Carlsbad Sales Calls with Sheraton Carlsbad to 5 planners
>San Franciso Sales Calls with 5 planners
>Phoenix Sales Calls with 8 planners
>Houston Sales Calls with 7 planners
>Parker Pacific with 2 planners
>Orange Coast Community College sales call with 1 planner
>Orange County sales calls to 4 planners
>Sacramento sales calls to 4 planners
>Carlsbad 5,000 2010 Update with Getzee Event Solutions
>Signal Group with 1 planner
>BIOCOM with 1 planner
MEMBER SITE INSPECTIONS / MEETINGS / EVENTS
>BID reporting process meetings with Grand Pacific and La Costa
>Sheraton Cartsbad site (3x)
>Sheraton Carlsbad lunch
>Homewood Suites & Hampton Inn Carlsbad site
>lnns of Amenca Suites site
>Successful Meetings meeting with La Costa Resort & Spa
>La Costa Resort & Spa site & lunch (2x)
>MPI San Diego Best Practices Round Table
>San Diego Film Commission Foundation Gala
>CONVIS Sales Committee Meeting (2x)
>San Diego Business Travel Association Lunch Meeting
>La Quinta Carlsbad sales update
>Hilton Garden Inn Carlsbad Client Appreciation Event
>Courtyard by Marnott Carlsbad site (1x) & sales update/lunch (1x)
>Holiday Inn/Windmill Banquet site
>Four Seasons Resort Aviara Mexico City Meeting Planners Meeting
>Cartsbad BID Meeting (4)
>Courtyard by Marriott Cartsbad St. Patrick's Day Client Event
>Cartsbad Marathon Party for a Purpose Event
>HSMAI Meeting Planner Panel Discussion
>Carlsbad City Council Business Forum
>Hospitality Industry Outlook Meeting
>Grand Pacific Palisades site and lunch (2x)
>West Inn & Suites Sales Update
>Four Seasons Resort Aviara site (1x) & sales update (1x)
>Residence Inn site
>West Inn & Suites site (2x) & sales update (1x)
>Cartsbad Tourism Industry Awards
>Industry Happy Hour at La Costa Resort & Spa
>MPI Los Angeles Event
>North County State of the Area Address
>San Diego Sports Commission Meeting
>Hilton Garden Inn Carlsbad Beach site
SDNCVB HOSTED MEETINGS & EVENTS
>San Diego North Fall Mixer - Sheraton Cartsbad
Marketing Activities
COLLATERAL
>210 references to Cartsbad Points of Interest Highlighted Throughout
the SDNCVB Visitor's Guide
WEB SITE & E-MARKETING
>412 Cartsbad mentions on SDNCVB Web site with links to members > 199,478+ unique visitors to the Web site www.sandieQonorth.com > $113,170 was booked at Cartsbad businesses through our Web site
>Carlsbad featured in San Diego North/ARES Fall online promotion, >4 enewsletters highlighting Carlsbad events & attractions sent to opt-in
resulting in $61,000 in room night bookings (Sept-Dec 2008) consumer database
MEDIA RELATIONS
>Generated editorial highlighting Cartsbad valued at $1,249,592 > Hosted 7 media site visits to the Cartsbad area >2 press trips to NY
> 1 press trip to AZ >2 press tnp to OC >1 press trip to Sacramento
>1 press trip to Las Vegas >1 press trip to San Francisco/Bay Area >Attended CTTC Media Reception (New York)
>1 press trip to Washington, DC >1 press trip to Los Angeles >1 press trip to Chicago
VISITOR CENTER REFERRALS
>4,646 referrals to Cartsbad businesses from SDNCVB Visitor Center >10,116 business reply card referrals from the SDNCVB Guide
DIRECT MAIL
>MPI WEC pre-show mailer to 1,470 attendees >ASAE pre-show mailer to 2,000 attendees >CALSAE pre-show mailer to 561 attendees
>Holiday Card email to 3,942 clients >e-Newsletter to 3,942 clients >RCMA pre-show mailer to 290 attendees
>Destination Showcase pre show mailer to 900 attendees >MPI No Cal Post-Show Email to 52 Planners >Affordable Meetings Mid-America pre-show mailer to 680 attendees
>Meeting Planner Internet Seminar eBlast to 276 planners >affordable Meetings West pre-show mailer to 452 attendees
Consumed History for Contracted Definite Accounts that Traveled to Carlsbad
Account & Contracted Properties
Contract Information Consumed/Reported History Yalue
Account & Contracted Properties Event Date Property
Type*
Account Type
(N=new/R=repeat )
Blocked Room
Nights
Blocked
Attend.
Actual
Room Nights Actuai Attend. Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
1st Quarter FY 2008-2009 Consumed July 1 - September 31,2008
Gigl Grose Management - Motivating the Masses Seminar
Holiday Inn Carlsbad-By-The-Sea
Ramada Suites Carlsbad
Quality Inn & Suites Carlsbad
07/11/2008
M
L
L
N-SMRF 250
120
90
40
350 250
120
90
40
350 $26,098
$16,346
$6,751
$3,000
$5,874
$4,577
$898
$399
$31,972
$20,923
$7,649
$3,399
Fresh Start for Surgical Gifts - Volunteer Appreciation Dinner
Sheraton Carlsbad Resort
08/15/2008
M
R-EVNT 0
0
250 0
0
250 $0
$0
$11,454
$11,454
$11,454
$11,454
Torres Indiennes, Inc. - 2008 Group Tour
La Costa Resort & Spa
08/19/2008
U
N-SMRF 704
704
325 704
704
325 $183,040
$183,040
$91,520
$91,520
$274,560
$274,560
Orange Coast College - World Language Conference
Stie«aton Carlsbad Resort
09/05/2008
M
N-SMRF 15
15
30 14
14
30 $1,907
$1,907
$534
$534
$2,441
$2,441
ConferenceDirect (Idaho Office) - Standard Insurance - Service Manager Meeting
Stieraton Carlsbad Resort
09/21/2008
M
N-CONF 212
212
50 184
184
50 $25,064
$25,064
$7,018
$7,018
$32,083
$32,083
1ST QUARTER FY 2008-2009 - TOTAL CONSUMED/TRAVELED BUSINESS 5 Accounts Repeats 1
New= 4 1,181 1,005 1,152 1,005 $236,109 $116^400 $352,509
Consumed History for Contracted Definite Accounts that Trayeled to Carlsbad
Account & Contracted Properties
Contract Information Consumed/Reported History Yalue
Account & Contracted Properties Event Date Property
Type*
Account Type
(N=new/R=repeat )
Blocked Room
Nights
Blocked
Attend.
Actual
Room Nights Actual Attend. Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
2nd Quarter FY 2008-2009 Consumed October 1 - December 31,2008
ConferenceDirect (Desert Hot Springs, CA) • CA State Outdoor Advertising Association Annual Meeting
La Costa Resort & Spa
10/02/2008
U
N-CONF 30
30
40 30
30
30 $7,800
$7,800
$3,900
$3,900
$11,700
$11,700
ConferenceDirect (El Cajon, CA) - La Costa Canyon High School Debate
Courtyard by Marriott Carlsbad
12/05/2008
M
R-SMRF 100
100
100 100
100
100 $13,622
$13,622
$3,814
$3,814
$17,436
$17,436
Eagle Creek - December 2008 Biannual Sales Meeting
Grand Pacific Palisades
12/03/2008
M
R-CONF 59
59
59 69
69
80 $9,399
$9,399
$2,632
$2,632
$12,031
$12,031
Meeting Innovations - Infosys Consulting -CONFLUENCE 2008
La Costa Resort & Spa
11/08/2008
U
N-CONF 1,231
1,231
500 1,231
1,231
1,231 $320,060
$320,060
$160,030
$160,030
$480,090
$480,090
National Multiple Sclerosis Society - 2008 Team Rehab United - Bike MS
Holiday Inn Carlsbad-By-The-Sea
La Quinta Cbad
10/11/2008
M
L
R-SMRF 45
20
25
40 17
6
11
12 $1,642
$817
$825
$339
$229
$110
$1,981
$1,046
$935
National Multiple Sclerosis Society - 2008 Team Saddle Soars - Bike MS
Inns of America Suites
10/11/2008
M
R-SMRF 18
18
40 15
15
22 $2,043
$2,043
$572
$572
$2,615
$2,615
National Multiple Sclerosis Society - 2008 Bike MS Host Hotel for Staff, Sponsors & Volunteer Accommodatloi
Courtyard by Marriott Carlsbad
10/11/2008
M
R-SMRF 50
50
100 50
50
50 $6,811
$6,811
$1,907
$1,907
$8,718
$8,718
National Multiple Sclerosis Society - 2008 Team Disney - Bike MS
Motel 6 Carlsbad South
Quality Inn & Suites Carlsbad
10/11/2008
L
L
R-SMRF 86
40
46
200 86
40
46
86 $6,451
$3,000
$3,450
$858
$399
$459
$7,309
$3,399
$3,909
National Multiple Sclerosis Society - 2008 Team Bill's Biker Backers - Bike MS
Ramada Suites Carlsbad
10/11/2008
L
R-SMRF 23
23
30 23
23
23 $1,725
$1,725
$229
$229
$1,955
$1,955
National Multiple Sclerosis Society - 2008 Bike MS Preferred Hotel Accommodations
Courtyard by Marriott Carlstjad
Grand Pacific Palisades
Hampton Inn Carlsbad
Hilton Garden Inn Carlsbad Beach
Holiday Inn Carlsbad-By-The-Sea
Homewood Suites Carlsbad
Inns of America Suites
La Quinta Cbad
Ramada Suites Carlsbad
Sheraton Carlsbad Resort
West Inn & Suites Carlsbad
10/11/2008
M
M
L
M
M
L
M
L
L
M
M
R-SMRF 291
20
15
10
10
51
20
20
15
50
55
25
582 244
20
15
10
17
47
20
16
19
50
5
25
488 $27,178
$2,724
$2,043
$750
$2,316
$6,402
$1,500
$2,180
$1,425
$3,751
$681
$3,406
$6,518
$763
$572
$100
$648
$1,793
$200
$610
$190
$499
$191
$954
$33,696
$3,487
$2,615
$850
$2,964
$8,195
$1,700
$2,790
$1,615
$4,249
$872
$4,359
United Church of God - 2008 Feast of the Tabernacles Conference
Beachwalk Villas
Resortime.com (Carlsbad Inn VR)
Resortime.com (Carlsbad Seapoint VR)
Resortime.com (Grand Pacific VR)
Ocean Palms Beach Resort
10/13/2008
M
M
M
M
M
R-CONF 712
72
120
120
160
240
267 796
76
135
135
180
270
299 $108,431
$10,353
$18,390
$18,390
$24,520
$36,779
$30,361
$2,899
$5,149
$5,149
$6,865
$10,298
$138,792
$13,251
$23,539
$23,539
$31,385
$47,078
2ND QUARTER FY 2008-2009 - TOTAL CONSUMED/TRAVELED BUSINESS 11 Accounts Repeat^ 9
New= 2 2,645 1,958 2,661 2,421 $505,163 $211,160 $716,323
Consumed History for Contracted Definite Accounts that Traveled to Carlsbad
Account & Contracted Properties
Contract Information Consumed/Reported History Value
Account & Contracted Properties Event Date Property
Type*
Account Type
(N=new/R=rq)eat )
Blocked Room
Nights
Blocked
Attend.
Actual
Room Nights Actual Attend. Room
Revenue*
On-Property
Revenue*
Total Property
Revenue
3rd Quarter FY 2008-2009 Consumed January 1 - March 31 2009
American FMellty Assurance Company - January Team Meeting
Grand Pacific Palisades 760-827-3234 fax
01/08/2009
M
N-CORP 10
10
17 11
11
20 $1,498
$1,498
420
$420
1,918
$1,918
ASM International - ASM Intemational Educational Courses: February 2009
Hampton Inn Carlsbad 760-431 -2226
02/09/2009
L
N-CONF 40
40
15 40
40
15 $3,000
$3,000
$399
$399
$3,399
$3,399
In Motton, Inc. Event Marketing i Management - Cure JM Foundation - 2009 Annual Meeting
Hilton Garden Inn Carlstiad Beach 760-476-0801 fax
01/15/2009
M
R-SMRF 85
85
100 68
68
95 $9,263
$9,263
$2,594
$2,594
$11,857
$11,857
In Motion, Inc. Event Marketing & Management - 2009 Carlsbad Marathon Prefen'ed Accommodations
Courtyard by Marriott Carlsbad 760-431-0777
Grand Pacific Palisades 760-827-3234 fax
Hampton Inn Carlsbad 760-431 -2226
Hilton Garden Inn Carlsbad Beach 760-476-0801 fax
Holiday Inn Carlsbad-By-The-Sea 760-930-3821 fax
Homewood Suites Cartsbad 760-431-2288
Inns of America Suites 760-929-8219 fax
La Costa Resort & Spa TIS760-804-7415/GRP438-9007
La Quinta Cbad 858-974-8203
Ramada Carlsbad by the Sea 760-438-4547 fax
Sheraton Carlsbad 760-827-2429
West Inn & Suites Carisbad 760-448-4545
Ocean Palms Beach Resort, 760-729-0579
Quality Inn & Suites Carlsbad 931-0970
01/22/2009
M
M
L
M
M
L
M
U
L
L
M
M
M
L
R-SMRF 1,750
160
100
100
25
200
120
80
200
70
70
400
60
100
65
875 404
38
11
12
6
70
3
19
3
37
23
45
6
100
31
202 $48,916
$5,176
$1,498
$900
$817
$9,535
$225
$2,588
$780
$2,775
$1,725
$6,130
$817
$13,622
$2,325
$12,699
$1,449
$420
$120
$229
$2,670
$30
$725
$390
$369
$229
$1,716
$229
$3,814
$309
$61,615
$6,626
$1,918
$1,020
$1,046
$12,205
$255
$3,313
$1,170
$3,144
$1,955
$7,846
$1,046
$17,436
$2,635
US ARMY - JAG Conference
Sheraton Carlsbad
03/13/2009
M
N-CORP 330
330
200 327
327
200 $44,544
$44,544
$12,472
$12,472
$57,016
$57,016
3RD QUARTER FY 2008-2009 - TOTAL CONSUMED/TRAVELED BUSINESS 5 Accounts Repeat= 3
New= 2 2,215 1,207 850 532 $107,222 $28,584 $135,805
4th Quarter FY 2008-2009 Consumed April 1-June 30,2009
Elite Racing/ Competitor Group, Inc -2009 Carlsbad 5,000 Accomodations
Courtyard by Marriott Carlsbad
Holiday Inn Carisbad-by-the-Sea
Inns of America Suites
La Quinta Inn Carlsbad
Ramada Cartsbad by the Sea
Residence Inn Carisbad
04/02/2009
M
M
M
L
L
M
R-SMRF 557
80
160
42
95
80
100
371 74
65
0
1
6
0
2
49 $10,016
$9,165
$0
$141
$428
$0
$282
$2,742
$2,566
$0
$39
$57
$0
$79
$12,758
$11,731
$0
$180
$485
$0
$361
Elite Ftacing/ Competitor Group, Inc -Add On HotesI 2009 Carlsbad 5,000 Accomodations
Homewood Suites Carisbad
West Inn & Suites
04/02/2009
L
M
R-SMRF 145
40
105
97 5
5
0
3 $357
$357
$0
$47
$47
$0
$404
$404
$0
Cal State University San Marcos - Southem California Forum for Diversity in Graduate Education
Sheraton Carisbad
04/24/2009
M
N-Conf 130
130
80
80
130
130
80
80
$18,330
$18,330
$5,132
$5,132
$23,462
$23,462
4TH QUARTER FY 2008-2009 - TOTAL CONSUMED/TRAVELED BUSINESS 3 Accounts Repeat= 2
New= 1 832 548 209 133 $28,703 $7,921 $36,625
ADRs for 4Q (Updated 9/29/09)
ADR (3) M & I (2)
Upscale
Four Seasons Aviara $260.00 50% of ADR
La Costa Resort and Spa $260.00 50% of ADR
Moderate
Residence Inn San Diego Carlsbad $141.00 28% of ADR
Tamarack Beach Resort $141.00 28% of ADR
Grand Pacific Palisades Resort $141.00 28% of ADR
Inns of America Suites Carlsbad $141.00 28% of ADR
Courtyard San Diego Carlsbad $141.00 28% of ADR
Ocean Palms Beach Resort $141.00 28% of ADR
Best Western Beach View Lodge $141.00 28% of ADR
Beach Terrace Inn $i 41.00 28% of ADR
Holiday Inn Carlsbad By The Sea $141.00 28% of ADR
Carlsbad Inn Beach Resort $141.00 28% of ADR
West Inn & Suites @ Carlsbad $141.00 28% of ADR
Olympic Resort Hotel & Spa $141.00 28% of ADR
Hilton Garden Inn Carlsbad Beach $141.00 28% of ADR
Limited Service
Carlsbad Lodge
Travel Inn
Super 8 Carlsbad
Scandia Motel
Extended Stay America
Surf Motel
La Quinta Inns Carlsbad
Motel 6 Carlsbad East
Ramada Suites Carlsbad
Quality Inn Carlsbad
Motel 6 Carlsbad South
Motel 6 Downtown
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$71.40
$9 (13%
$9 (13%
$9 (13%
$9(13%
$9 (13%
$9 (13%
$9 (13%
$9 (13%
$9(13%
$9 (13%
$9 (13%
$9 (13%
per room
per room
per room
per room
per room
per room
per room
per room
per room
per room
per room
per room
night
night
night
night
night
night
night
night
night
night
night
night
E ^
cn
cn J.
CU u
m 5^1 to
U CD Q
(0
a
u
ru
iZ
CTBID Assessment Revenue
$100,000
$90,000
$80^00
$70,000
$60,000
$50,000
$40,000
$30,000
$20,000
$10,000
$0
14 month period
Month revenue
collected by hote Hotel DTimeshare 12 Mo Ave occupancy rate 57.8%
CTBID Assessment Revenue
41 month period
(since CTBID Inception)
Jan Feb Mar April May June July Aug Sept Oct Nov Dec
Month revenue rem itt • 2006 12007 ^2008 ^2009
90.00/0
86^0/0
70.0%
60.00/0
50.00/0
40.0%
30.00/0
20.00/0
lO.Oo/o
O.Qo/o
Monthly Occupancy rate*
18 month period
Month of hotel stay •2007 2008 • 2009
*Does not include comp rooms Ave occupancy rate 57.8%
2 o
o m
lontn or noiei stay ^ 2007 2008 • 2009
*Does not include comp rooms
% Change over PY comparison
May 2008 - May 2009
May June July Aug Sept Oct Nov Dec Jan Feb Mar April May
CTBID DTOT
Month revenue collected bv Hotels'
2008-09 Budget to Actual
Program Areas
Revenues:
Budget
Actual
6/30/09
Remaining
Balance
CIIllD Assessment 775,000 796,220 21,220
Interest Earnings 10,000 11,404 1,404
Misc Revenues 150,000 150,000 0
Tota Estimated Revenues 935,000 957,624 22,624
Expenditures:
2% Admin Fee - City 16,500 15,701 799
CCVB Contract 448,000 374,000 74,000
SDNCVB Contract 110,000 110,000 0
Staff support 16,500 20,214 -3,714
CTBID Grants 40,000 16,539 23,461
RR&A Contract 120,000 109,400 10,600
Mindgruve - Phase I 350,000 314,832 35,168
Mindgruve - Endless Summer 250,000 150,042 99,958
Total Expenses 1,351,000 1,110,728 240,272
FYTD 2008 vs 2009
Program Areas Actual Actual
30-June-08 30-June-09 Difference Difference
Revenues:
CTBID Assessment 820,126 796,220 -23,906 -2.9
Interest Earnings 18,375 11,404 -6,970 -379
Misc Revenues 0 150,000 150,000 100
Tota Est Revenue 838,501 957,624 119,123 14.2
Expenditures:
2% Admin. Fee - City 15,843 15,701 -142 -.9
CCVB Contract 448,800 374,000 -74,800 -16.7
SDNCVB Contract 110,000 110,000 0 0.0
Staff support 13,389 20,214 6,825 51.0
Pos Study/Mindgruve 58,518 464,874 406,356 694.4
CTBID Grants 0 16,539 16,539 100.0
RR&A Contracts 60,000 109,400 49,400 82.3
Total Expenses 706,549 1,110,728 404,178 57.2
2009-10 Budget
Program Areas
Revenues:
CTBID Assessment
Interest Earnings
Total Estimated Revenues
Budget
775,000
10,000
785,000
Expenditures:
2% Administrative Fee - City
VisitCarlsbad Contract
Staff support
CTBID Grants
RR&A contract
Total Budgeted Expenses
16,500
722,895
16,500
20,000
72,000
847,895
Financial Highlights
May CTBID Revenue collections $55,564
May TOT Revenue $827,646
May Occupancy rate 47.96%
Last 12 months CTBID rev is about the same as
the prior 12 month period
Room count has been the same over last 12 mo
Ave Occupancy rate last 12 months =57.86%
Total number of hotel rooms 3,587 (one hotel
under renovation 48 rooms)