AGENDA Lodgers and Automobile Rental Tax …...2019/03/14 · AGENDA Lodgers and Automobile Rental...

AGENDA

Lodgers and Automobile Rental Tax (LART) Citizen’s Advisory Committee Meeting

Thursday, March 14, 2019, 3:00 – 4:00 p.m. City Hall, Pikes Peak Conference Room, 2nd floor 107 N. Nevada Avenue, Colorado Springs, 80903

1. Call to Order/Introductions

2. Public Comments (for items not on the agenda)

3. Approval of the minutes from February 14, 2019

4. LART Fund Balance Update - Finance

5. Consideration of Off-Cycle Applications for 2019 LART Funding

a. Colorado Springs International Dragon Boat Festival / United States Dragon Boat Federation National Championships

b. Colorado Springs World Affairs Council

c. PikeRide Bike Share

6. Supplemental request for St. Patrick’s Day Parade

7. Member announcements

8. Adjournment

Lodgers and Automobile Rental Tax (LART) Citizen’s Advisory Committee

Meeting Minutes Thursday, February 14, 2019, 3:00 – 4:00 PM

City Hall, Pikes Peak Conference Room, 2nd floor 107 N. Nevada Avenue, Colorado Springs, 80903

Committee members present: Laurel Prud’homme / Doug Price / Daniel Kammerer / Doug Martin / PK Knickerbocker / Fred Veitch / Mina Liebert / Dani Barger / Tom Strand / Jill Gaebler / Madelin Montoya and Benjamin Partin (Youth Ambassadors) City staff members present: Charae McDaniel / Chris Wheeler / Rebecca Greenberg / Carly Hoff / Blake Zink

1) Call to order – Chair Laurel Prud’homme called the meeting to order at 3:03 p.m. Newly-

appointed members were introduced: Dani Barger, PK Knickerbocker, and Doug Price.

2) Public comments – There were none.

3) Approval of the minutes from the December 13, 2018 – Doug Martin made a motion, seconded by PK Knickerbocker, to approve the minutes. The motion carried unanimously.

4) Certificates of Appreciation for Kathleen Fox Collins and Fred Veitch – The Committee offered comments of appreciation for both Kathleen Fox Collins and Fred Veitch for their many years of dedicated service to the City. A certificate of appreciation was presented.

5) Election of Officers – Mina Liebert made a motion, seconded by Doug Martin, to elect Laurel Prud’homme as Chair, Jack Damioli as Vice-Chair, and Doug Martin as Secretary. The motion carried unanimously.

6) Discussion: Branding/Education Campaign – The members held a discussion on the effort to educate the public on the purpose and use of the local LART tax fund. They discussed the creation of a logo, website presence, and signage for various projects funded by LART. A special meeting would be scheduled in March to allow the members to discuss the topics in more detail.

7) Discussion: Tough Mudder – The committee reviewed the reasons why the event organizer withdrew his 2019 application and discussed the specific venue needs for an event of that scale.

8) LART Off-Cycle Application Policy – March 14, 2019 – Applications were due by March 1 and would be distributed prior to the March meeting for review.

9) Member Announcements – Doug Price stated that the LART tax collected at the end of December 2018 was up by 21.4 percent over 2017. It was a record year, with a total over $7 million collected.

10) Adjournment – 4:18 p.m.

2019 LART Funding Application Colorado Springs International Dragon Boat Festival & United States Dragon Boat Federation Club Crew National Championships Summary: The 4th Annual Colorado Springs International Dragon Boat Festival & United States Dragon Boat Federation Club Crew National Championships on Prospect Lake at Memorial Park will take place on August 24th and 25th, 2019. As part of the Major League Dragon Boat (MLDB) Series, the 4th edition will continue to build on its’ successful past, positioning it as a world-class event experience. It will also launch the event and community to the fore-front of the national dragon boat community, as the event will also play host to the USDBF Club Crew National Championships. The Championships will attract the best dragon boaters from across the United States as they vie for the right to represent the USA at the 2020 World Championships. This will further impact the community, as the event will grow from one to two days. To date, there are registered teams from California, Washington, Nevada, Florida, Pennsylvania and Massachusetts. This inclusive, community-building event will provide both a family-friendly experience for the local community and attract spectators and participants from outside the greater Colorado Springs, driving a positive economic impact for the region. Dragon boat festivals throughout North America create a positive cultural, health and economic impact on the local community. Furthermore, festivals generally have a charitable partner; raising as much as $500,000 for the cause. The events are inclusive, family-friendly and have a very low impact on the environment and the community. MLDB events have a history of attracting participants from across North America and beyond. The event will serve to position Colorado Springs as a dragon boat destination, thereby driving room nights and a local economic impact. Our historical data as it relates to the growth pattern of our events, demonstrates the event is at or exceeds the average growth for both local and travelling participants. As the event continues to grow, it will become self-sustaining and the impact on the community will increase. Tentative Event Schedule: August 21st – August 23rd: Team Practices at Prospect Lake: GWN staff will work with local teams with practices from 5PM-Sunset. Teams competing in Nationals will begin arriving August 21st, with full days of practices on the 22nd & 23rd. August 24th: Event Day #1 7:00am: Registration Opens 8:15am: Captain’s Meeting 8:30am: First Race (continues every 12 minutes) 9:00am: Vendor Village and Kids Area opens 9:00am: Health & Wellness Village Opens 11:00am: Beer Garden opens Mid-day: Breast Cancer Survivor Flower Ceremony 2:00pm: Live Entertainment starts

4:30pm: Final Race 4:45pm: Awards Ceremony August 25th: Event Day #2 7:00am: Registration Opens 8:15am: Captain’s Meeting 8:30am: First Race (continues every 12 minutes) 9:00am: Vendor Village and Kids Area opens 9:00am: Health & Wellness Village Opens 11:00am: Beer Garden opens Mid-day: Breast Cancer Survivor Flower Ceremony 2:00pm: Live Entertainment starts 4:30pm: Final Race 4:45pm: Awards Ceremony History of Great White North Communications Inc.: As North America's premier dragon boat brand, we're proud to be recognized by the industry as its most experienced event producer. Thanks to an outstanding team and a world-class fleet of equipment, GWN Dragon Boat commands a global reputation for executional excellence. Put simply, we work tirelessly to make every event a success. While this requires a relentless focus on every detail from start to finish, our team never loses sight of our goal: delivering an exceptional experience for our community. This extends to our municipal partners, corporate and brand sponsors, education and charity groups, and participants. We believe that everyone taking part in the dragon boat experience should have fun and be brought closer together from all corners of our community. We promote teamwork, healthy living and opportunities for giving back. We welcome people from all ages and abilities to get outside and try a new way to stay active. GWN annually produces in excess of 40 dragon boat festivals, including the Major League Dragon Boat series, which consists of 10 events across North America including the Colorado Springs International Dragon Boat Festival. Started in 1994, GWN has produced over 800 events including National and World Championships.

Out-Of-Town Visitor Marketing Plan: By design, the MLDB Series brings the greater dragon boat community to interesting and unique destinations across North America. Our focus is on developing sport tourism opportunities in the markets we partner with to ensure event growth and sustainability. Over time we have established a steady following of dragon boat teams that travel to our events throughout the country. Existing dragon boat teams tend to travel to one or two events per year. Our strength is the relationship we build with the teams and the world-class standard they have become accustomed to participating at MLDB events. The Event is already benefiting with teams from multiple states and Canada participating in the first few years. Our long-term strategy has been to build our relationship with these teams and become part of their decision-making process. As such our sales team focuses a great deal of time on building these relationships and helping to guide them to MLDB events. As expected, in the first year, there is a buzz surrounding the event and interest is strong from teams across North America. To promote our MLDB Series, teams are provided incentives to participate in multiple MLDB events through our MLDB Rewards program, which provides additional discounts for each new event a team enters in a season. The last stop of the Series in Orlando is billed as the MLDB Championship. Teams winning MLDB events throughout the year receive free entry to the Orlando event. This has proven advantageous as we see teams travelling to additional events in an attempt to win the free entry. To accelerate the growth curve, the 2019 event will host the United States Dragon Boat Federation Club Crew National Championships. With competitive teams focused on qualifying for the 2020 World Championships, we expect to see an increased level of participation. In our experience the National Championships will attract 750 – 1,000 additional athletes from out-of-state to compete. Based on statistics from 2011 – 2017, this will drive approximately 600 – 800 additional room nights. These efforts are complemented by traditional print and online marketing as outlined in our marketing plan. However, while mass marketing within the community can build awareness, it is our experience that the strategies mentioned above are the most effective ways to build out-of-town participation. Sport tourism plays a major role in the decision-making process. GWN works hard with our local Convention and Visitor Bureau partners to both identify host hotels and other official travel partners to make the travel experience as easy as possible. We also work with local tourist attractions to promote an increased length of stay in the community.

Proposed Budget:

REVENUE Team Entries $55,000.00 Corporate Sponsors $10,000.00 Vendors $5,000.00 LART Funding $30,000.00 Total Revenue $100,000.00

EXPENSES Event Logistics Accommodation $7,500.00 Rental Vehicles $1,500.00 Delivery of Equipment $4,000.00 Grandstands, Fence and Washrooms $4,500.00 Gator / Golf Carts $800.00 Scaffolding / Scissor Lift $500.00 Power $750.00 Tents, Tables, Chairs $6,000.00 Venue and Other Permits $5,000.00 Waste Disposal $750.00 Total Event Logistics $31,300.00

Entertainment Announcer $1,000.00 Sound System/Lighting $1,000.00 Stage & Accessories $1,000.00 Total Entertainment $3,000.00

Supplies Signage, Supplies, Medals & Awards $4,000.00 Total Supplies $4,000.00

Professional Services Medical $1,500.00 Security - Overnight grounds $1,500.00 Insurance $2,500.00 Police $1,500.00 Total Professional Services $7,000.00

Staffing Temp. Equipment Staff $4,500.00 Temp. Race Officials $3,100.00 Temp. Event Staff $4,850.00 Temp. Steerpeople & Coaches $4,600.00 Staff / Volunteer Clothing & Food $1,200.00 Flights & Travel $10,500.00 Total Staffing $28,750.00

Marketing / Advertising Advertising $15,000.00 Collateral Design & Print $1,000.00 e-Newsletters $500.00 Event Program Production $500.00 Office Miscellaneous $250.00 Total Marketing / Advertising $16,750.00

Total Expenses $90,800.00

Annual Corporate Budget: GWN Dragon Boat operates events throughout North America. We do not wish to share our corporate financial information. With that said, we do want to acknowledge that none of the line items in the detailed budget relate to wages or general operating expenses of the business. All costs are solely associated with the operation of the Colorado Spring International Dragon Boat Festival. The same can be said for the funds requested within this grant application. Marketing Plan:

Date / Reach Impressions ONLINE

Website Ongoing / National 475,000+ page views 65,000+ unique users

Paid Advertising: Google LinkedIn Facebook

Ongoing / National 2,650,000+ impressions

Event Listings Ongoing / National Unknown reach. On average, our events are listed on 20 – 30 event sites.

GRASSROOTS PROMOTION

GWN Promo Team

Ongoing Markets include: Chicago Montreal New York New Orleans Orlando Ottawa Philadelphia Richmond Toronto

175,000+ attendees

Print Materials January 2019 – Aug. 2019 Local / Regional 10,000 flyers / 1,000 posters

TRADITIONAL ADVERTISING

Local / Regional Print Media Local / Regional April 2019 – Aug. 2019 Budgeted Rate Card: $7,500

Local / Regional Radio Local / Regional April 2019 – Aug. 2019 Budgeted Rate Card: $2,500

MLDB Event Guide (Direct Mail)

National Nov. 2018 5,000

DIRECT

Sales & Marketing Calls National Sept. 2018 – Aug. 2019 Approx. 5,000 per year

Earned Media TBD / Regional TBD

Method for Calculating Attendees There are two types of attendees, participants and spectators. Since participants need to register for the event, we can track actual numbers and place of origin. With regard to spectators, we rely on a variety of tools to generate an accurate estimate, which include on-site/post-event surveys, and parking/traffic flow. Method for Estimating Room Nights Rooms nights are tracked both through the pickup at our host hotels, but also through a mandatory Team Hotel Use form we require all teams to complete before participating. The form assists in tracking whether they rented rooms and if so, how many and where. List of Board of Directors GWN Dragon Boat does not have a Board of Directors. The signing officers of the organization are: Peri Luel, Chairman, 416.703.3589 Steven Lewis, CEO, 416.703.3589 Aaron Soroka, COO, 416.962.8899

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2019 LART Special Event Funding Application Introduction and Purpose

The City of Colorado Springs’ Lodgers and Automobile Rental Tax (LART) fund is administered by City Council, with the guidance of the LART Citizen’s Advisory Committee. The purpose of LART funding is to provide funds for marketing and other qualified expenses to support special events that attract visitors to the City and to the Pikes Peak Region, encourage tourist activity, provide economic and cultural benefit, enhance the quality of life in the City, and engage the community.

Support from the LART fund is contingent on the approval of the City’s annual budget and completion of all required contracts, agreements, and follow-up reporting on the part of applicants.

Questions regarding the application process or the program in general may be directed to Jacquelyn Puett, Assistant to Council, at 719-385-5453 or [email protected].

Mission of the LART Citizen’s Advisory Committee (CAC)

The mission of the LART CAC is to recommend funding for special activities and events that attract overnight visitors, enhance the visitor experience, and engage the local community.

Qualifications

There is no guarantee that all applicants will be awarded LART funding. Even though a project may qualify, limited funds may not allow all applicants to receive assistance. Qualifications are as follows:

Qualifying Entities: Attractions, associations, organizations, or governmental or quasi-governmental agencies. Proof of non-profit status is required for any non-profit organization.

Qualifying Programs and Events: A festival, athletic, or cultural event. An event planned, produced, and promoted in a well-defined period. Event may be one-time or recurring (annual). Generally, events fall into one of two general categories:

• Tourism Event: events or activities that primarily attract tourists from outside the Pikes Peak region, but also attract community involvement, and local interest.

• Community Event: events or activities that primarily engage local community members. These may be long-time annual events of cultural or historic significance, new events unique to Colorado Springs, or other events that enhance overall community spirit, engagement, and diversity.

Other qualifying requests: In special circumstances, requests for capital improvements may also qualify for LART funding, if such improvements enhance the tourism experience and/or directly impact the ability to attract new tourists to the Pikes Peak region.

Eligibility Requirements

• Applicants should be able to demonstrate the ability to execute the program/event without depending on continued financial assistance from LART funds. Applicants should demonstrate the ability to solicit sponsorship and/or other funding to sustain the event on an ongoing basis.

• An application and all related documents must be submitted by the deadline in order to receive a recommendation by the LART Citizen’s Advisory Committee, prior to receiving City Council approval.

• A final report is required from each program/event receiving LART funding for each year during the funding, and must be submitted within 90 days of completion of event. The final report should include:

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o A one page (maximum) typed summary of the results of the project. o Attendance figures should specify whether attendance is estimated or actual (based on entry fees, gate entry

tabulation, etc). Please also indicate number of vendors and support staff. o A one-page budget for the program/event, including how LART funds were used. o Samples of advertising or promotion including tear sheets, photographs, brochures, video, etc. o A list of media coverage and/or sponsorship to include dates/times of news reports, in-kind advertising,

inclusion on event calendars, social media, etc.

Funding Purposes

All LART funding must be used for qualified expenses directly related to the execution of the program/event. Because LART funding is generated specifically from lodging and auto rental tax, the primary purpose is to increase tourism and lodging and auto rentals through unique and engaging programs/events. Therefore, LART funding is generally not approved for rent of offices, repairs, renovation and/or remodeling of facilities, or capital improvements, except in special circumstances.

The list below is a guide, but is not comprehensive.

Allowable Expenses • Development of new events, major exhibits, and activities. • Promotion, advertising, printing, publication and any other promotional activities such as brochures, rack cards,

event flyers, website, and online/social media promotion. • Day-of-event expenses including barricades, security, CSFD, CSPD, park fees, signage, port-o-lets, etc. • Capital improvements, when directly impacting tourism or tourist attractions. • City services such as street sweeping, permits, and/or EMS service provided by the City of Colorado Springs.

Disallowable Expenses • Projects restricted to private or exclusive participation. • Cash awards of any description, including scholarships, endowments or donations to charitable organizations. • Expenses not directly related to the approved program for which the application was submitted. • Interest or the reduction of deficits or loans.

Core Stipulations

• Failure to use funds as specified in the LART funding application may result in penalties up to and including a full refund of funds.

• Failure to submit the agreed upon procedures and final report within 90 days of the completion of the program/event is unacceptable and may result in penalties up to and including a full refund of funds.

• Applicants cannot transfer funds from one specific program/event to another without a written request and approval.

• Organizations receiving LART funding must have a reciprocal link on their web site to the Colorado Springs Convention and Visitors Bureau website, www.visitcos.com , the City of Colorado Springs website, https://coloradosprings.gov/ocusa, and the Colorado Springs Airport, www.flycos.com. The consumer must be able to reach these links within one click.

Applicants who do not comply with all deadlines and procedures may be ineligible to receive LART funding in future years.

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Review Criteria

Applications are evaluated in the following areas:

1) Ability to attract out-of-area visitors. 2) Potential for economic impact, i.e. hotel occupancy, increasing visitation and restaurant sales. 3) Excellence and merit of program or event. 4) Ability to enhance community engagement and cultural benefit. 5) Merit of marketing plan. 6) Fiscal stability and administrative ability.

Application Process

1) Attend workshop on LART funding purpose and application process (strongly recommended). 2) Submit completed application by deadline. Presentations may be required for new applicants, first time events,

or at the discretion of the committee. 3) Funding amount determined and awarded. (Dependent on final budget approval by City Council.) 4) Signed contract between the applicant and the City of Colorado Springs. 5) A final report and agreed upon procedures are due to the LART Citizen’s Advisory Committee within 90 days of

the completion of the program/event (sample attached). 2018 DATES/TIMELINE ACTION Thursday, April 5, 5:00-6:00 p.m. and Friday, April 13, 12:00-1:00p.m.

LART funding workshops (strongly recommended) Held at City Hall, 107 N. Nevada Ave., Pikes Peak Room (2nd floor)

Thursday, May 3, 5:00 p.m. Application deadline for 2019 events.

Thursday, May 10 Thursday, June 14 Thursday, July 12

Applications presented to LART Citizen’s Advisory Committee. Applicant presentations, if necessary. Notification of specific date and time will be assigned to each applicant. August/September 2018 LART CAC funding recommendations presented/reviewed/approved by City Council. Please check with City Council staff to obtain specific dates, as they are currently subject to change. October/November 2018 2019 City Council Budget is approved by City Council.

December 2018 Final 2019 City of Colorado Springs Budget is approved.

***LART funding awards are not final until the entire City of Colorado Springs Budget is approved in December. ***The above dates are subject to change. Please check with City Council staff at 719-385-5453 to verify dates/times.

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BUDGET REPORT SAMPLE In addition to your one-page summary, a budget report is required within 90 days of the completion of your event. Please be as specific as possible regarding the use of funds. Include how LART funds were applied, as well as other expenses and sources of income for program/event. For example:

LART Funding LART funds Received Amount 7/05/2018 $ 10,800.00

LART Funds Disbursed Check Date/Payee 6/15/2018 Print advertising – (list publication here) $ 1,000.00 6/15/2018 Rental of Kid Zone bounce house - castle $ 1,500.00 9/15/2018 Rental of Kid Zone bounce house - lion $ 1,500.00 10/15/2018 Rental of Kid Zone carousel $ 1,500.00 5/1/2018 Rental of stanchions and rope for Kid Zone perimeter $ 350.00 7/15/2018 Event security (CSPD) $ 4,500.00 9/30/2018 Event signage $ 450.00 LART funding total used Total 10,800.00 Overall Event Expenses and Income: (* indicates expense to which LART funding was applied)

Expenses Donated/In-Kind Advertising (Gazette, Independent)* 4,000.00 (3,000.00) Bounce House rentals (2)* 3,000.00 Carousel rental* 1,500.00 Entertainment – band 2,500.00 Sound equipment, stage, lighting 8,500.00 Port-o-let rental 4,000.00 (2,000.00) Permits and fees 750.00 CSPD traffic/security* 4,678.00 Insurance 1,500.00 Stanchions and internal fencing* 2,500.00 (500.00) Signage for event* 600.00 (100.00) Website hosting 60.00 (60.00) Event Staff (salary) 15,000.00 Volunteer water/snacks 1,200.00 (800.00) T-shirts 4,800.00 (500.00)

Expense & In-Kind Subtotals 54,588.00 (6,960.00) Income Vendor Booth Fees 8,000.00 Band Sponsorships (4 @ 2500) 10,000.00 Gold Sponsors (12 @ 1000) 12,000.00 Silver Sponsors (8 @ 250) 2,000.00 LART funding 10,800.00 T-shirt sales 7,600.00

Income Subtotals 50,400.00 TOTALS Income 50,400.00 Expenses (47,628.00)

Event Total 2,772.00

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2019 LART FUNDING APPLICATION APPLICATION #

APPLICANT INFORMATION Name (as legally registered): Program/Event Name:

Program/Event Date(s): __________________

Category: __ Tourism __Community __Capital/Other

Contact Person: Mailing Address:

Title: Email: Telephone Number: Web address: _____ Non-Profit _____ For-Profit Federal Tax ID: LART amount requested: $ ______________ (cash)

PROJECT/EVENT INFORMATION:

Attendance Prior year attendance (please select one of the following):

Estimated attendance (no ticket, gate entry, or participant fee that tracks attendance): ___________

Actual attendance (based on tickets, entry fee, or other tracking): _________________

__ Prior attendance unknown/this is a first time event

If available, please also indicate number of:

Vendors: ____________ Support staff/volunteers: ____________ Media in attendance: ___________

Current year estimated attendance:

Paid entrants/participation fee: _____________ Free admission/participation estimate: ___________Lodging

Prior year actual hotel room nights (please select one of the following):

Actual room nights (based on reservation code, hotel reporting, or other tracking): _________________

__ Unknown/first time event

Current year estimated hotel room nights:

Estimate based on participants and/or spectators for event: _________________

__ No room nights expected/local event/one-day event

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Funding

1) Have you previously received LART funding? Yes___ No___ If yes, please list year(s), amount(s), and how funding was used. (Attach additional sheet if necessary.)

2) Will you (do you) receive funds from other sources? Yes___ No___ If YES, please provide the funding source and amount. (Attach additional sheet if necessary.)

ALL applicants (including repeat) must provide the following as attachments:

1) Verification of your non-profit status, preferably a copy of IRS documentation (if applicable) 2) Completed W9 and Statement of Authority (available on our website and in the application packet) 3) A detailed budget for the entire organization 4) A brief history of your organization including date founded and purpose or mission statement (1 page maximum) 5) A brief proposal summary explaining the primary benefits of your program/ event as it relates to LART funding. For

events, please provide event schedule, dates, duration, frequency and venues, if available (1 page maximum) 6) A plan for attracting out of town visitors (1 page maximum) 7) A proposed budget for the program/event, including other funding sources (1 page maximum) 8) An overall, annual budget for the organization (if unavailable, please explain) 9) A proposed marketing plan, to include planned advertising, media exposure, and other promotion for the

program/event 10) Method for calculating the number of attendees (surveys, ticket sales, gate entry, participation fees, etc.) 11) Method for estimating hotel room nights and car rentals (If not applicable, please specify) 12) List of Board of Directors

Year Amount Use

Source Cash (amount) In-Kind (value)

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Applicants for Capital Improvement or Special Circumstance consideration:

Please complete this application to the best of your ability. If sections on attendance and hotel calculations do not apply, please leave blank. In addition, please provide a summary (one page maximum) of your special request, including how your request will: attract visitors to the City and to the Pikes Peak Region, provide economic and cultural benefit, enhance the quality of life in the City, and/or engage the community and encourage tourist activity.

Program/Event information

Please list the aspects of your program/event for which you are requesting funds. Rank them in the order of their importance, with one being the highest. Examples: promotion/advertising, event day logistics (barricades, security, park fees, CSPD, CSFD), supplies, etc .

Please list ways in which you will partner with the City of Colorado Springs, Convention and Visitors Bureau, Colorado Springs Airport, hotels or other entities for co-op opportunities, cross promotion, etc. Example: Links on website, cross-promotion on Facebook, special discount codes, booth at event, etc.

Application submission: Submit one electronic copy to Assistant to Council: [email protected] or deliver a hardcopy to: Jacquelyn Puett – City Hall, 107 N. Nevada Avenue, Suite 300, Colorado Springs, CO 80903. Applications must be received by Thursday, May 3, 2018, at 5:00 p.m.

Certification: I have read and completed the 2019 LART Funding Application and have included the required attachments.

I, the undersigned, certify that the information contained in this application and in all attachments is true and correct to the best of my knowledge. ____________________________________________________________________________________ Organization contact and title (please print) ____________________________________________________________________________________ Signature Date

Priority Description Funds requested

Entity Co-op/partnership opportunity

Local\Forms\Record – Statement of Authority Approved date: 04/29/13 WPM

STATEMENT OF AUTHORITY

1. This Statement of Authority relates to an entity named:

2. The type of entity is a:

Corporation Registered limited liability Nonprofit Corporation limited partnership Limited Liability Company Limited partnership association General partnership Unincorporated nonprofit Limited partnership association Registered limited liability partnership Government or governmental Business trust subdivision or agency Trust Other ____________________

3. The entity is formed under the laws of (state):

4. The mailing address for the entity is:

5. The name and position of each person authorized to execute contracts, licenses, and/orother instruments on behalf of the entity is:

6. (Optional) The authority of the foregoing person(s) to bind the entity is

not limited limited as follows:

7. (Optional) Other matters concerning the manner in which the entity deals with interest in real

property: .

Executed this ______ day of _________, 2018.

By: __________________________________ STATE OF ___________ )

) ss. County of ___________ )

The foregoing instrument was acknowledged before me this ____ day of ____________,

2018 by _____________________________ as ____________________ of _________________

Witness my hand and official seal

My Commission Expires: ________________ ___________________________________ Notary Public

Budget Mission & History To create and sustain study, discussion, and public participation in international relations—in essence, non-partisan, grassroots education on world affairs. Founded in 1979, the Colorado Springs World Affairs Council is a non-partisan, not-for-profit, educational organization. Our purpose is to help prepare this and the next generation to be more informed citizens of a global power and more effective participants in a global marketplace. Our guiding principle is that an informed and engaged citizenry must be the foundation for shaping policy in a free society. This is especially true in the domain of foreign policy, where global issues are increasingly complex and international relationships are increasingly interdependent. The Council is a member of the World Affairs Councils of America (www.worldaffairscouncils.org), a national network of over 90 autonomous councils across the United States. The International Visitor Leadership Program This prestigious program brings today’s and tomorrow’s foreign leaders to the United States for firsthand exposure to their professional counterparts and U.S. society. Among the distinguished alumni of the program are over 350 former and current chiefs of state and heads of government, including Tony Blair, Margaret Thatcher, Anwar Sadat, Giscard D’Estaing, Indira Gandhi, and Felipe Calderón. Each year nearly 5,000 exchange participants come to the U.S. on the International Visitor Leadership Program (IVLP). More than 200,000 International Visitors have engaged with Americans through the IVLP, since the program began in 1940. The IVLP helps strengthen U.S. engagement with countries around the world and cultivate lasting relationships by connecting current and emerging foreign leaders with their American counterparts through short-term visits to the United States. The majority of IVLP exchanges include visits to four U.S. communities over three weeks, although projects vary based on themes, Embassy requests and other factors. Participants meet with professional counterparts, visit U.S. public and private sector organizations related to the project theme and participate in cultural and social activities. We are requesting $10,000 to support expansion of our existing participation in the International Visitor Leadership Program. Each year, we receive many requests for visitor programs that we are unable to accommodate due to budget limitations. These visitors represent significant revenue to local hotels, tourism venues and restaurants as well as potential business opportunities to local industries and start-ups. These visitors also represent opportunities to develop international markets and partners for both business and tourism for the local marketplace. This program is largely funded by membership dues from member organizations and individuals as well as grants from the State Department. While State Department grants often cover the majority of participant expenses, we often have requests to support companion, translator and family expenses of the participants. The ability to offset participant expense will allow us to accommodate additional groups, larger groups, and groups from underrepresented countries.

From January 2017 through December 2018 (planned but not yet completed), the IVLP will host 194 program participants and their guests. This represents 1982 hotel room nights in El Paso County. In addition, Colorado Springs World Affairs Council staff makes travel arrangements for the program and encourages flights into the Colorado Springs Airport when possible and utilizes local shuttle services to and from the Colorado Springs and Denver airports. Visitors receive a $65 per diem through the program for food and incidentals and are encouraged to take part in local tourist attractions and arts and entertainment venues in their free time. Attached is a spreadsheet detailing program session content as well as time in market and partner organizations.

Program for Attracting Visitors This program is less about attracting visitors (as they are already “provided” via the State Department program) than about facilitating interactions with the attending visitors with local tourism, industry, start-up, educational, military, government and economic development entities. Our organization works well with organizations across this spectrum and can continue to expand to build pipelines and structures with participants and their government supporters to encourage these visitors to serve as economic and tourism ambassadors for our region. Where appropriate, we can work with the visitors and their governments to develop relationships and support and enhance Pikes Peak region tourism and economic development.

Marketing Plan Because this is not a consumer-based program, marketing and outreach will mostly be via direct relationships within industries and non-profits as well as through earned media exposure. Participating visitors often request specific “experiences” – i.e. visiting with Olympic athletes or the USOC, interacting with the Air Force Academy, learning about specific industries (Cybersecurity, Tourism, etc.) and the like. These interactions will often generate shared earned media opportunities for the CSWAC as well as the participating partner.

Methods for Calculating Attendees/Hotel Room Nights/Car Rentals We utilize actual data on the number of participants along with the room nights, car rentals and transportation services generated. Our participants also receive a $65 per diem which we estimate goes into the local restaurant, entertainment and tourism industries. According the U.S. Department of State, for every dollar in federal funds to the Colorado Springs World Affairs Council, our organization generates more than $8.39 for our local economy. It is estimated the state of Colorado received more than $1,959,130 in economic impact.

Board of Directors

Ian Glassford, President Michaela Laune, Executive Vice President

Renita Wolf, Treasurer Karl Schneider, Secretary

Jim Allen Ashley Dodge

John Gould Chris Johnson

Hope Mena Edin Mujcik

Matthew Nunez Nancy Wilson

Jane Young

Emeritus Directors:

Schuyler Forester Harry Gautsche Charles Jordan

Organization Name:

2018 CPG PRE-

AWARD COSTS

2018 TOTAL CPG

BUDGET

PERSONNEL COSTS $2,500 $0 $2,500 $0 $2,500

Salaries $2,500 $2,500

Benefits $0

OPERATING COSTS $12,050 $0 $12,050 $0 $12,050

Professional Consultants (requires Time

& Effort Recordkeeping Policy)

$9,800 $8,800

Rent $0

Insurance $250 $250

Computers & technology $1,200 $1,200

Communication $0

Web Site & Internet Services $300 $300

Postage/Courier $0

Supplies and materials $500 $500

Copying $0

Other (type category name here and

explain in narrative)

$2,000



$0



$0

PUBLICATIONS $3,200 $0 $3,200 $0 $3,200

Newsletter $2,000 $2,000

Annual reports $0

Visitor welcome/information packets $1,200 $1,200

Other pubs (type category here) $0

OTHER DIRECT COSTS $2,250 $0 $2,250 $0 $2,250

Financial services (accounting) $500 $500

Program expenses (room rentals, your

per diem expenses,etc.)

$600 $100 $700

Staff Local Transportation (related to the

implementation of the IVLP)

$150 $150

2018 CPG BUDGET REQUEST:

Note: You may not enter numbers in to the highlighted fields below as they contain formulas that will automatically calculate the

totals and fields required.

2018

BUDGET LINE ITEMS2018 CPG FUNDS

2018

LOCAL FUNDS

2018 TOTAL IVLP

BUDGET



$1,000 $1,000



$0

INDIRECT COSTS $0 $0 $0 $0 $0

10% De Minimis

NICRA Indirect Costs

TOTAL $20,000 $0 $20,000 $0 $20,000

Percentage of the

total IVLP budget

derived from CPG

funds

Percentage of the

total IVLP budget

derived from Local

funds

Total:

Percentage of CPG and Local Funds: 100.00% 0.00% 100.00%

All line items must be detailed and justified in your Budget Narrative.

Colorado Springs World Affairs Council

Fiscal Year 2018-2019 Budget Draft – Board of Directors Review

May 14, 2018

IVLP Grant – Total grant $19,000.00 / Net Income $0

Largest expense item is Outside Contract Services $13,222.67 needed to facilitate visitor programs. Other expenses include Operations $3,949.68 and Travel and Meetings $1,827.65.

Assume January 2019 to December 2019 grant $4,000.00 with no increase in revenue or expenses between FY2019 and FY2020 – flat at $19,000.00

Membership – Net Income $21,025.00; Income $63,205.00; Expenses $42,180.00

Increase non-membership revenue $1,115.50, 4% and expenses $2,155.82, 5%.

Membership revenue increase 42%, $10,090.00.

Membership increase 21% from 224 to 271 members.

Increase membership rates for all categories other than Young Professional Members.

See the Membership Analysis for more information.

Program – primarily lunch and dinner programs Net Income negative ($13,000.00); Income $36,000.00; Expenses

$49,000.00

Luncheon/evening program revenue up $2,696.00, 8%; expenses up $592.38, 5%.

Program is running at a loss for the periods reported. Luncheon / evening program assumptions:

15 programs, estimated 100 attendees per program, paying attendees 80%, non-direct paying institutional members 20%.

Institutional members include USAFA, UCCS, El Pomar, Colorado College, PPCC, Fountain Valley School, and Colorado College.

Increase charge (revenue) to $30 / $60.

Expenses $26.00 per plate, equipment rental $250 per program, speaker expense $240 per program.

Net loss $9,780.00

See Program Analysis for more information.

Total – Net Income $8,025.00; Income $118,205.00; Expenses $110,180.00

Income up $17,491.50; 17% - spit among membership $10,090.00, IVLP $4845.00, and program $1,441.00.

Expenses up $7,045.93, 7% – split among contract services (IVLP Grant) $7,602.67, Program $2,564.17, Travel and Meetings $454.65. Operations expense down $2,651.74 due to lower Advertising & Development expense (Blakely & Co. in 2017-2018, IVLP Grant).

Narrative 1 of 9


FY FY FY 1/19-6/19

2016-2017 2017-2018 2018-2019 2018 2019

Income

43500 Foundation Grants 0.00 0.00 0.00 0.00 0.00

43510 IVLP Grants 6,000.00 14,155.00 19,000.00 19,000.00 4,000.00

Total 43500 Foundation Grants $ 6,000.00 $ 14,155.00 $ 19,000.00 $ 19,000.00 $ 4,000.00

Total Income $ 6,000.00 $ 14,155.00 $ 19,000.00 $ 19,000.00 $ 4,000.00

Gross Profit $ 6,000.00 $ 14,155.00 $ 19,000.00 $ 19,000.00 $ 4,000.00

Expenses

62100 Contract Services 0.00 0.00 0.00 0.00 0.00

62110 Accounting Fees 0.00 500.00 500.00 500.00 0.00

62150 Outside Contract Services 1,260.00 5,870.00 12,722.67 12,705.00 647.67

Total 62100 Contract Services $ 1,260.00 $ 6,370.00 $ 13,222.67 $ 13,205.00 $ 647.67

65000 Operations 0.00 0.00 0.00 0.00 0.00

64200 Memberships 0.00 0.00 0.00 0.00 0.00

64250 Donation 0.00 0.00 0.00 0.00 0.00

65020 Postage, Mailing Service 0.00 158.64 0.00 0.00 0.00

65030 Printing and Copying 0.00 283.28 1,156.72 1,200.00 240.00

65040 Supplies 0.00 1,470.50 447.96 500.00 105.00

65050 Telephone, Telecommunications 0.00 0.00 0.00 0.00 0.00

65060 Advertising and Development 0.00 5,500.00 1,595.00 1,595.00 0.00

65070 Website & ComputerMaintenance 0.00 300.00 500.00 500.00 105.00

65120 Insurance - Liability, D and O 155.00 250.00 250.00 250.00 250.00

65130 Dues & Subscriptions 0.00 0.00 0.00 0.00 0.00

65200 registration, license fees 0.00 0.00 0.00 0.00 0.00

Total 65000 Operations $ 155.00 $ 7,962.42 $ 3,949.68 $ 4,045.00 $ 700.00

68300 Travel and Meetings 0.00 0.00 0.00 0.00 0.00

68310 Conference, Convention, Meeting 0.00 619.74 1,000.00 1,000.00 0.00

68320 Travel 72.58 719.04 210.17 150.00 0.00

68330 Travel Meals 0.00 364.81 617.48 600.00 0.00

Total 68300 Travel and Meetings $ 72.58 $ 1,703.59 $ 1,827.65 $ 1,750.00 $ 0.00

Total Expenses $ 1,487.58 $ 16,143.27 $ 19,000.00 $ 19,000.00 $ 1,347.67

Net Operating Income $ 4,512.42 -$ 1,988.27 $ 0.00 $ 0.00 $ 2,652.33

Net Income $ 4,512.42 -$ 1,988.27 $ 0.00 $ 0.00 $ 2,652.33

Profit and LossIVLP Grant

IVLP 2 of 9


FY FY FY

2016-2017 2017-2018 2018-2019

Income

41100 Membership Dues 0.00 0.00 0.00

41110 Young professional Membership 420.00 885.00 875.00

41120 Individual Membership 3,350.00 4,285.00 7,200.00

41130 Family Membership 3,440.00 4,510.00 5,100.00

41140 Silver Membership 3,125.00 4,155.00 5,400.00

41150 Gold Membership 3,000.00 3,750.00 5,400.00

41160 Platinum Membership 4,000.00 1,500.00 3,600.00

41170 Diamond Membership 2,000.00 5,000.00 6,600.00

Total 41100 Membership Dues $ 19,335.00 $ 24,085.00 $ 34,175.00

41200 Institutional Memberships 0.00 0.00 0.00

41210 Standard Institutional Member 3,000.00 750.00 3,000.00

41220 Sustaining Institutional Member 3,000.00 3,000.00 1,500.00

41230 Premier Institutional Member 5,000.00 10,000.00 10,000.00

Total 41200 Institutional Memberships $ 11,000.00 $ 13,750.00 $ 14,500.00

41300 Corporate Sponsorship 0.00 0.00 0.00

41310 Corporate Memberships 1,500.00 8,500.00 8,500.00

41330 Premium Corporate Sponsorship 2,500.00 0.00 0.00

41340 H.S. Symposium Sponsorships 4,000.00 1,000.00 1,000.00

Total 41300 Corporate Sponsorship $ 8,000.00 $ 9,500.00 $ 9,500.00

43400 Contributions 0.00 0.00 0.00

41350 Annual Fund 4,765.90 4,138.85 5,000.00

Total 43400 Contributions $ 4,765.90 $ 4,138.85 $ 5,000.00

46400 Other Types of Income 0.00 0.00 0.00

46430 Miscellaneous Revenue 0.00 500.00 0.00

Total 46400 Other Types of Income $ 0.00 $ 500.00 $ 0.00

49000 Interest-Savings, Short-term CD 25.81 25.65 30.00

Total Income $ 43,126.71 $ 51,999.50 $ 63,205.00

Gross Profit $ 43,126.71 $ 51,999.50 $ 63,205.00

Expenses

62100 Contract Services 0.00 0.00 0.00

62110 Accounting Fees 0.00 490.00 0.00

62150 Outside Contract Services 23,940.00 23,960.00 25,200.00

Total 62100 Contract Services $ 23,940.00 $ 24,450.00 $ 25,200.00

65000 Operations 0.00 0.00 0.00

64200 Memberships 0.00 100.00 250.00

64250 Donation 0.00 100.00 0.00

65020 Postage, Mailing Service 384.42 333.07 480.00

65030 Printing and Copying 0.00 0.00 0.00

65040 Supplies 945.15 1,465.21 1,440.00

65050 Telephone, Telecommunications 382.73 403.27 480.00

65060 Advertising and Development 2,088.75 507.50 2,000.00

65070 Website & ComputerMaintenance 672.45 853.45 780.00

65120 Insurance - Liability, D and O 589.00 744.00 750.00

65130 Dues & Subscriptions 425.00 1,190.00 870.00

65200 registration, license fees 510.00 122.50 130.00

Total 65000 Operations $ 5,997.50 $ 5,819.00 $ 7,180.00

65100 Other Types of Expenses 0.00 0.00 0.00

65160 Other Costs 10.00 404.78 0.00

Total 65100 Other Types of Expenses $ 10.00 $ 404.78 $ 0.00

Profit and LossMembership + Other

Membership + Other 3 of 9


FY FY FY

2016-2017 2017-2018 2018-2019

Profit and LossMembership + Other

68300 Travel and Meetings 0.00 0.00 0.00

68310 Conference, Convention, Meeting 1,860.35 2,857.65 2,500.00

68320 Travel 5,553.59 4,534.02 5,000.00

68330 Travel Meals 0.00 277.74 500.00

Total 68300 Travel and Meetings $ 7,413.94 $ 7,669.41 $ 8,000.00

69000 Bank Charges 1,278.11 1,788.25 1,800.00

Total Expenses $ 38,639.55 $ 40,024.18 $ 42,180.00

Net Operating Income $ 4,487.16 $ 11,975.32 $ 21,025.00

Net Income $ 4,487.16 $ 11,975.32 $ 21,025.00

Membership + Other 4 of 9


Membership Analysis

FY FY FY

2016-2017 2017-2018 2018-2019

Current

Rate

Proposed

Rate

41110 Young professional Membership 12 25 25.00 35$ 35$

41120 Individual Membership 67 86 120.00 50$ 60$

41130 Family Membership 43 56 60.00 $ 80 $ 85

41140 Silver Membership 25 33 36.00 $ 125 $ 150

41150 Gold Membership 12 15 18.00 $ 250 $ 300

41160 Platinum Membership 8 3 6.00 $ 500 $ 600

41170 Diamond Membership 2 5 6.00 $ 1,000 $ 1,100

Total 169 224 271

32% 21%

Increase Revenue Attributable to # (no rate

Increase) 5,645$

Increase Revenue Attributable to Rate 4,445$

Total Increase 10,090$

Membership Analysis 5 of 9


FY FY FY

2016-2017 2017-2018 2018-2019

Income

47200 Program Income 0.00 0.00 0.00

47210 Luncheon Revenues 9,907.54 24,585.00 36,000.00

47220 Evening Program Revenue 16,336.29 8,719.00 0.00

47230 World Quest Revenue 2,550.00 1,255.00 0.00

Total Income $ 28,793.83 $ 34,559.00 $ 36,000.00

Gross Profit $ 28,793.83 $ 34,559.00 $ 36,000.00

Expenses

60200 Program Expenses 0.00 0.00 0.00

60210 Luncheon Expenses 11,979.74 20,993.00 42,180.00

60220 Evening Program Expense 19,133.76 16,434.74 0.00

60230 World Quest Expense 4,031.23 1,569.43 0.00

60260 Speaker Expense 1,397.44 4,111.40 3,600.00

60290 IVLP Expense 0.00 107.26 0.00

Total 60200 Program Expenses $ 36,542.17 $ 43,215.83 $ 45,780.00

60400 Student Programs 0.00 0.00 0.00

60410 High School Symposium 7,179.21 3,750.79 3,220.00

60440 College Student Programs 56.30 0.00 0.00

Total 60400 Student Programs $ 7,235.51 $ 3,750.79 $ 3,220.00

Total Expenses $ 43,777.68 $ 46,966.62 $ 49,000.00

Net Operating Income -$ 14,983.85 -$ 12,407.62 -$ 13,000.00

Net Income -$ 14,983.85 -$ 12,407.62 -$ 13,000.00

Profit and LossProgram

Program 6 of 9


Program Analysis

Months # Programs Attendees

Paying

Attendees

Institutional

Attendees Revenue Lunch Exp Equip Exp

Speaker

Exp Total Exp Net

Jul-18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Aug-18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Sep-18 2.00 200.00 161.00 39.00 4,830.00 5,124.00 500.00 480.00 6,104.00 -1,274.00

Oct-18 2.00 200.00 161.00 39.00 4,830.00 5,124.00 500.00 480.00 6,104.00 -1,274.00

Nov-18 1.00 100.00 79.00 21.00 2,370.00 2,562.00 250.00 240.00 3,052.00 -682.00

Dec-18 1.00 100.00 79.00 21.00 2,370.00 2,562.00 250.00 240.00 3,052.00 -682.00

Jan-19 1.00 100.00 79.00 21.00 2,370.00 2,562.00 250.00 240.00 3,052.00 -682.00

Feb-19 2.00 200.00 161.00 39.00 4,830.00 5,124.00 500.00 480.00 6,104.00 -1,274.00

Mar-19 2.00 200.00 161.00 39.00 4,830.00 5,124.00 500.00 480.00 6,104.00 -1,274.00

Apr-19 1.00 100.00 79.00 21.00 2,370.00 2,562.00 250.00 240.00 3,052.00 -682.00

May-19 2.00 200.00 161.00 39.00 4,830.00 5,124.00 500.00 480.00 6,104.00 -1,274.00

Jun-19 1.00 100.00 79.00 21.00 2,370.00 2,562.00 250.00 240.00 3,052.00 -682.00

15.00 1,500.00 1,200.00 300.00 36,000.00 38,430.00 3,750.00 3,600.00 45,780.00 -9,780.00

80% 20%

Revenue assumptions: (1) $30.00 per paying attendee. 30.00$

Institutional Members:

USAFA (Premium $2,500 - 8)

UCCS (Premium $2,500 - 8)

El Pomar (Premium $2,500 - 8)

Colorado College (Sustaining $1,500 - 4)

PPCC (Sustaining $1,500 - 4)

Fountain Valley School (Standard $750 - 2)

Cost assumptions: (1) $25.62 per attendee for meal; currently paying $20 plus 22% fee; assume 5% increase in meal cost for 2018-2019. (2) $250.00 per

program for AV equipment rental.

Program Assumptions 7 of 9


FY FY FY

2016-2017 2017-2018 2018-2019

Income

41100 Membership Dues 0.00 0.00 0.00

41110 Young professional Membership 420.00 885.00 875.00

41120 Individual Membership 3,350.00 4,285.00 7,200.00

41130 Family Membership 3,440.00 4,510.00 5,100.00

41140 Silver Membership 3,125.00 4,155.00 5,400.00

41150 Gold Membership 3,000.00 3,750.00 5,400.00

41160 Platinum Membership 4,000.00 1,500.00 3,600.00

41170 Diamond Membership 2,000.00 5,000.00 6,600.00

Total 41100 Membership Dues $ 19,335.00 $ 24,085.00 $ 34,175.00

41200 Institutional Memberships 0.00 0.00 0.00

41210 Standard Institutional Member 3,000.00 750.00 3,000.00

41220 Sustaining Institutional Member 3,000.00 3,000.00 1,500.00

41230 Premier Institutional Member 5,000.00 10,000.00 10,000.00

Total 41200 Institutional Memberships $ 11,000.00 $ 13,750.00 $ 14,500.00

41300 Corporate Sponsorship 0.00 0.00 0.00

41310 Corporate Memberships 1,500.00 8,500.00 8,500.00

41330 Premium Corporate Sponsorship 2,500.00 0.00 0.00

41340 H.S. Symposium Sponsorships 4,000.00 1,000.00 1,000.00

Total 41300 Corporate Sponsorship $ 8,000.00 $ 9,500.00 $ 9,500.00

43400 Contributions 0.00 0.00 0.00

41350 Annual Fund 4,765.90 4,138.85 5,000.00

Total 43400 Contributions $ 4,765.90 $ 4,138.85 $ 5,000.00

43500 Foundation Grants 0.00 0.00 0.00

43510 IVLP Grants 6,000.00 14,155.00 19,000.00

Total 43500 Foundation Grants $ 6,000.00 $ 14,155.00 $ 19,000.00

46400 Other Types of Income 0.00 0.00 0.00

46430 Miscellaneous Revenue 0.00 500.00 0.00

Total 46400 Other Types of Income $ 0.00 $ 500.00 $ 0.00

47200 Program Income 0.00 0.00 0.00

47210 Luncheon Revenues 9,907.54 24,585.00 36,000.00

47220 Evening Program Revenue 16,336.29 8,719.00 0.00

47230 World Quest Revenue 2,550.00 1,255.00 0.00

Total 47200 Program Income $ 28,793.83 $ 34,559.00 $ 36,000.00

49000 Interest-Savings, Short-term CD 25.81 25.65 30.00

Total Income $ 77,920.54 $ 100,713.50 $ 118,205.00

Gross Profit $ 77,920.54 $ 100,713.50 $ 118,205.00

Expenses

60200 Program Expenses 0.00 0.00 0.00

60210 Luncheon Expenses 11,979.74 20,993.00 42,180.00

60220 Evening Program Expense 19,133.76 16,434.74 0.00

60230 World Quest Expense 4,031.23 1,569.43 0.00

Profit and LossTotal

Total 8 of 9


FY FY FY

2016-2017 2017-2018 2018-2019

Profit and LossTotal

60260 Speaker Expense 1,397.44 4,111.40 3,600.00

60290 IVLP Expense 0.00 107.26 0.00

Total 60200 Program Expenses $ 36,542.17 $ 43,215.83 $ 45,780.00

60400 Student Programs 0.00 0.00 0.00

60410 High School Symposium 7,179.21 3,750.79 3,220.00

60440 College Student Programs 56.30 0.00 0.00

Total 60400 Student Programs $ 7,235.51 $ 3,750.79 $ 3,220.00

62100 Contract Services 0.00 0.00 0.00

62110 Accounting Fees 0.00 990.00 500.00

62150 Outside Contract Services 25,200.00 29,830.00 37,922.67

Total 62100 Contract Services $ 25,200.00 $ 30,820.00 $ 38,422.67

65000 Operations 0.00 0.00 0.00

64200 Memberships 0.00 100.00 250.00

64250 Donation 0.00 100.00 0.00

65020 Postage, Mailing Service 384.42 491.71 480.00

65030 Printing and Copying 0.00 283.28 1,156.72

65040 Supplies 945.15 2,935.71 1,887.96

65050 Telephone, Telecommunications 382.73 403.27 480.00

65060 Advertising and Development 2,088.75 6,007.50 3,595.00

65070 Website & ComputerMaintenance 672.45 1,153.45 1,280.00

65120 Insurance - Liability, D and O 744.00 994.00 1,000.00

65130 Dues & Subscriptions 425.00 1,190.00 870.00

65200 registration, license fees 510.00 122.50 130.00

Total 65000 Operations $ 6,152.50 $ 13,781.42 $ 11,129.68

65100 Other Types of Expenses 0.00 0.00 0.00

65160 Other Costs 10.00 404.78 0.00

Total 65100 Other Types of Expenses $ 10.00 $ 404.78 $ 0.00

68300 Travel and Meetings 0.00 0.00 0.00

68310 Conference, Convention, Meeting 1,860.35 3,477.39 3,500.00

68320 Travel 5,626.17 5,253.06 5,210.17

68330 Travel Meals 0.00 642.55 1,117.48

Total 68300 Travel and Meetings $ 7,486.52 $ 9,373.00 $ 9,827.65

69000 Bank Charges 1,278.11 1,788.25 1,800.00

Total Expenses $ 83,904.81 $ 103,134.07 $ 110,180.00

Net Operating Income -$ 5,984.27 -$ 2,420.57 $ 8,025.00

Net Income -$ 5,984.27 -$ 2,420.57 $ 8,025.00

Total 9 of 9

Downtown Ventures: PikeRide bike share, LART 2019 application

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HISTORY OF COLORADO SPRINGS COMMUNITY VENTURES

Colorado Springs Community Ventures dba Downtown Ventures is a charitable nonprofit affiliate of Downtown Partnership dedicated to the arts, historic preservation and other public benefit programs of Downtown Colorado Springs.

Formed by Downtown Partnership in 1997, Downtown Ventures is most known for its flagship program, Art on the Streets, which launched with its first exhibit of outdoor art in 1998-1999 and has continued every year since.

Downtown Ventures also administers other public benefit programs of Downtown, including First Friday Downtown gallery walk, Downtown Walking Tours, the City Center Series, Urban Living Tour, Skate in the Park (in partnership with City Parks) and most recently, PikeRide bike share. PIKERIDE PROGRAM SUMMARY AND BENEFITS

PikeRide is a program of Downtown Ventures, the 501c3 non-profit affiliate of the Downtown Partnership with additional guidance provided by the PikeRide Advisory Committee. PikeRide’s mission is to elevate our community with a fun, healthy, planet-friendly, and cost-effective way to get around. PikeRide is Colorado Springs’ first ever, fully automated large-scale bike share system and provides residents and visitors short-term access to high-quality bikes for getting around town. PikeRide is intending to expand its current service area to include: Old Colorado City, Manitou Springs, Gold Hill Mesa, and potentially Garden of the Gods. In the first six months of PikeRide operations there were more than 10,000 PikeRide trips, including users from 46 different states and almost 15,000 Colorado Springs residents.

PikeRide respectfully submits this request for $150,000 in support of capital for expansion to the Westside and operating costs necessary for launch and substantial growth. With the increase in Colorado Springs hotel and lodging options (four new hotels Downtown in the next two years), the opening of the U.S. Olympic Museum, the future Weidner Stadium, and more, PikeRide will ensure that visitors and locals have attractive transportation options.

Currently, PikeRide consists of 208 DASH smart bikes, 33 stations, and operates within a 12-square-mile service area encompassing the greater Legacy Loop area. PikeRide, in collaboration with the Organization of Westside Neighbors, Gold Hill Mesa, Manitou Springs and other community stakeholders, aspires to expand bike share to the Westside with approximately 140 additional electric-assist bikes and seven new stations, while more than doubling our service area to 30 square miles.

PikeRide is a multi-faceted community asset, offering: • A tourist-serving amenity, allowing visitors to experience the central city in an immersive and

engaging way • An active mobility option for downtown employees and residents • A “first-mile, last-mile” solution for transit users • A talent attraction asset for Colorado Springs • A contributing factor for reducing traffic congestion in the urban core • A tool for supporting healthy and active lifestyles • An enhancement of the Olympic City USA brand


2 | P a g e

Expansion to the Westside, while also introducing electric-assist smart bikes, would connect tourists to retail and restaurant districts with attractions and recreational areas within the City, including Old Colorado City, Gold Hill Mesa, Manitou Springs and potentially Garden of the Gods. Electric-assist bikes provide a battery powered boost while still requiring users to pedal, allowing people to travel longer distances more efficiently, regardless of ability or terrain. These electric-assist bikes include smart-bike capabilities incorporating GPS technology and on-bike checkout procedures while complementing our already existing bike fleet. PikeRide bikes are comfortable, have integrated locks and cargo baskets, include gearing, fenders and lights that make urban biking safe and enjoyable.

PLAN FOR ATTRACTING OUT OF TOWN VISITORS

Bike share systems help bridge the transportation gap for locals and out of town visitors alike. Bike share helps Colorado Springs stay relevant and competitive with its peer cities, especially with attracting new businesses and tourism. Bike share is more affordable than a taxi or rental car and allows for more street level immersion in our city. The National Association of City Transportation Officials reports that residents and tourists in US cities took 35 million bike-share trips in 2017, up 25 percent from the year previous.

Over the past decade, bike share programs have spread to cities large and small throughout the United States. The ability to check out a bike for as little as a few minutes or as long as a day allows residents and visitors the freedom to explore recreational trails, travel to key destinations and enjoy the fun of urban cycling. Bike share is expected when you go to any city of substance, and PikeRide provides that amenity in our city. The community benefits of bike share are numerous and show a citywide commitment to the physical and mental health of residents while granting greater access to neighborhood and city-center business activities.

PikeRide supports Colorado Springs tourism by having bike sharing stations located near hotels and tourist destinations, such as the Olympic Training Center, Fine Arts Center, Memorial Park and Pioneers Museum. Numerous studies show that bike share programs have a positive economic impact on commercial areas. Bike sharing stations attract more customers to nearby businesses, and bike share users are more likely to spend money within four blocks of a bike share station. In more congested areas, like downtown centers, bike share users spend considerably less time finding parking, and more time patronizing nearby businesses. Increasing the PikeRide service area to the Westside will provide valuable bike connectivity to three popular tourist districts, positively impacting the economic vitality of Colorado Springs.


3 | P a g e

PROPOSED WESTSIDE EXPANSION BUDGET, INCLUDING OTHER FUNDING SOURCES

WESTSIDE EXPANSION INCOME Manitou URA - secured 40,000 Gold Hill Mesa - tentative 20,000 Westside Organizations - tentative 40,000 LART funding - tentative 150,000 $ 250,000

WESTSIDE EXPANSION CAPITAL COSTS

Olympic Museum station + 20 bikes 28,000 Bancroft Park station + 20 bikes 28,000

Gold Hill station + 20 bikes 28,000 Trails End station + 20 bikes 28,000

Manitou station + 20 bikes 28,000 Cerberus area station + 20 bikes 28,000 Midland Trail station + 20 bikes 28,000

$ 196,000

Expansion equipment and labor $ 15,500 Expansion operational costs $ 33,200 Total westside expansion $ 244,700

ANNUAL PIKERIDE BUDGET, EXCLUDING EXPANSION

2019 INCOME Memberships 100,000 Tours 1000 Lease (bike racks) 2000 Sponsorships

Title Sponsor Kaiser Permanente 80,000 Colorado College 50,000

Nor'Wood 25,000 VisitCOS 15,000

Downtown Development Authority 35,000 Other sponsors/grants 150,000

$458,000 In-kind Sponsorships


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Nor'Wood 25,000 Elite Auto Salon /Creative

Consortium 20,000

45,000

2019 EXPENSES

Personnel 315,000 Occupancy 13,200 Office 11,200 Operations 43,250 Marketing 25,000 Professional Development 6,200 Administrative 23,650 Sales Tax 6,000 $443,500


5 | P a g e

ANNUAL DOWNTOWN VENTURES BUDGET, EXCLUDING PIKERIDE

Downtown Ventures Budget Overview: FY 2019 by Class - FY19 P&L Classes

January - December 2019

Total Income CONTRIBUTED FUNDS Corporate 81,000.00

Government 39,000.00

Individual 30,000.00

Total CONTRIBUTED FUNDS $ 150,000.00

EARNED INCOME Contract for Service 2,500.00

Endowment Income 8,400.00

Entry Fees/Sales 4,200.00

PikeRide Reimbursement 8,500.00

Tickets/Admission 17,050.00

Total EARNED INCOME $ 40,650.00

RESTRICTED FUNDS Judy Noyes Fund 12,000.00

Total RESTRICTED FUNDS $ 12,000.00

Total Income $ 202,650.00

Gross Profit $ 202,650.00

Expenses ADMINISTRATIVE 990 Preparation 1,200.00

Bank Fees 1,000.00

Credit Card Fees 400.00

Directors & Officers Insurance 1,200.00

Enterprise Zone Fees 1,000.00

Fundraising 1,000.00

Liability Insurance 12,000.00

Licenses and Permits 20.00

Miscellaneous 1,000.00

Supplies 200.00

Total ADMINISTRATIVE $ 19,020.00

PROGRAMMING Artist Travel/Meals/Lodging 1,000.00

Artist/Speaker Stipend 43,500.00

Artwork Purchase 12,000.00

Call for Entry 2,000.00

Contract Labor 1,500.00


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Equipment/Supplies 17,200.00

Install/Deinstall/Repair 4,000.00

Juror Stipend 4,000.00

Marketing 41,900.00

Meals/ Entertainment/Catering 9,500.00

Miscellaneous 1,500.00

Printing 17,200.00

Prize Money 14,500.00

Venue/Tech 5,500.00

Total PROGRAMMING $ 175,300.00

Total Expenses $ 194,320.00

Net Operating Income $ 8,330.00

Net Income $ 8,330.00

* Staffing/occupancy costs for all the DV programming excluding PikeRide are borne by Downtown Partnership.


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PROPOSED MARKETING PLAN

PikeRide works closely with Wolf & Key Marketing on social media and videos to support marketing and branding efforts targeting locals and tourists alike. PikeRide also participates in community festivals and events while advertising the Olympic City USA logo on more than 160 bikes, providing brand recognition for Colorado Springs. In the first six months of operations, PikeRide attended more than 50 community events and will continue to represent PikeRide, Colorado Springs, and our sponsors at future events. PikeRide provides locals and tourists many opportunities to enjoy using bike share by partnering with local hotels, VisitCOS, and community event organizers to provide coupon codes and other offers.

METHOD FOR CALCULATING NUMBER OR PARTICIPANTS

PikeRide uses smart bike technology which allows data to be recorded and maintained. This data allows PikeRide to communicate number of users, station use, number of trips, mileage, calories burned, and more.

METHOD FOR ESTIMATING HOTEL STAYS– If not applicable, why?

PikeRide, in its unique nature, is an amenity for tourists and enhances the visitor experiences, which can lead to longer stays and a more attractive and compelling destination.

LIST OF BOARD AND ADVISORY COMMITTEE MEMBERS

Downtown Ventures Board of Directors David Lord, Retired Howard Brooks, Energy Resource Center Jaime Brown Thompson Stuart Coppedge, RTA Architects Renee Behr, Behr & Behr Platinum Group Realtors Sam Eppley, Sparrow Hawk Limited Jenifer Furda, Kaiser Permanente James Proby, The Men’s Xchange

PikeRide Advisory Committee Jill Gaebler, City Council President Pro Tem Andrea Barker, HB&A Architects Susan Edmondson, Downtown Partnership David Lord, Retired Adam Morley, Wolf & Key Marketing Davin Neubacher, Navakai Carrie Simison

208 bikes

The first six months

67,170 calories burned

In the months leading up to launch, over 200 volunteers attended 16 sessions, ate more than 60 pizzas, applied more than 2,300 decals, and accounted for more than 650 hours of support.

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32 stations

3,360 memberships

After more than four years of community visioning and planning, Downtown Ventures launched PikeRide bike share in June 2018, with just over 200 bright purple “smart” bikes serving the greater city center.

With a mission to elevate the community with a fun, healthy, planet-friendly, and cost-effective way to get around town, PikeRide is the first large-scale bike share system in Colorado Springs.

Since launch, PikeRide serves the community with 24-7 bike access and a bevy of hosted rides and events, from monthly lunch rides and First Friday art rides to monthly cleanup of Shooks Run Trail and partnership alongside key organizations such as Kids on Bikes and Bike Colorado Springs.

PikeRide Advisory Council

• Chair Jill Gaebler, City Council Pre-sident Pro Tem

• Andrea Barker, HB&A Architects• Susan Edmondson, Downtown

Partnership• David Lord, Retired• Adam Morley, Wolf and Key

Marketing• Davin Neubacher, Navakai• Carrie Simison

Bike Share the Love

PikeRide

2,644 bike checkouts from stations along Cascade Ave.

10,000+ trips

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Bike Share the Love. Sponsors

“I recently got a bike from PikeRide. I picked it up at the Penrose Hospital station in the morning and rode it lickety-split down to the south end of your service area, only hitting a couple red lights, all good. I was hopping on the 07:30 CDOT Bustang to Denver at their bus stop underneath I-25 by Nevada”. - Bill

Our mission is to elevate the community with a fun, healthy, planet-friendly, and cost-effective way to get around.

PikeRide receives membership fees from riders and fees from other community programs and relies on support from our amazing sponsors to be sustainable.

Title SponsorKaiser Permanente

Legacy LeadersColorado CollegeNor’Wood Development Group

Community ConnectorsEAS Creative ConsortiumEl Paso CountyVisit Colorado SpringsCatalyst Campus for Technology & Innova-tionPhil Long FordPenrose St. Francis Hospital

Hub HeroesPikes Peak Community CollegeClassic HomesThe IndependentNES

Pedal PartnersPikes Peak Greenway FundCottonwood Center for the ArtsBlue Dot PlacePeakRadar.comSprings Rescue MissionProCycling Warehouse

Pit Stop ProvidersThe Bench

Capital and Pre Launch UnderwritersCity of Colorado Springs Lodging and Automobile Renters TaxColorado Springs Health FoundationDowntown Development AuthorityJerry Johnson ConstructionJoseph Henry Edmondson FoundationWilliam H. Donner Foundation

Interested in sponsorship opportunities? Please contact PikeRide Executive Director, Jolie NeSmith, at 719-235-5862 or [email protected]

From dream to launch

“I primarily got the annual membership to support the program but I do enjoy riding too. It’s such a great addition to the community so thanks for all you’re doing. My office is located downtown just across from Acacia Park, so it’s a perfect fit!” - Toby L.

• 2014: Inspired by a trip to Salt Lake City, civic leaders begin exploring how to bring a bike share program to the community

• 2015-2016: An in-depth feasibility study is completed• March 2017: An RFP for a bike share vendor is issued• April 2017: BCycle is chosen as preferred vendor• September 2017: At its annual breakfast, Downtown

Partnership announces it will launch bike share in the coming year, with Kaiser Permanente on board as Title Sponsor

• April 2018: PikeRide’s executive director is hired, and the first of many semi-trucks arrive, bringing bikes, bike docks, station equipment, smart kits and more

• May 2018: First of many volunteer bike-assembly events held

• June 26, 2018: PikeRide launches to much fanfare• July 2018: First of numerous guided rides begin

City of Colorado Springs March 5, 2019 LART Committee Jacquelyn Puett Colorado Springs, Co By: Email

Dear Jacquelyn, The St. Patrick’s Day Parade Organizing Committee would like to request an additional $5,000, five thousand dollars from the Lodgers and Auto Renters Tax fund to help in underwriting the costs of services from the City of Colorado Springs. These services include the costs associated with extra duty police officers and the Colorado Springs Fire Department Emergency Services crew. We also pay a parks use fee and to streets for a post parade sweeper. These will eclipse $23,000 again for this year’s 5K Race, 50K Bike Ride, children’s Leprechaun Running events and the Parade. There will be about 100 units in the Parade this year with approximately 2,000 participants. The entry’s represent local schools, school bands, churches, local governments, service organization, businesses and the US Army, Navy and Air Force. Upwards of 2,000 or more runners, riders and Leprechauns participate in the events leading up to the parade. Our marketing is region wide: We have designed and put forward a robust campaign for the St. Patrick’s day weekend that includes television: KOAA our local NBC affiliate, all 8 of the I HEART - Clear Channel – radio stations – the Gazette newspaper and a busy social media strategy for all of the events. We do get attention from out of town visitors from the Denver Metro, Canon City, Pueblo and a bit of northern New Mexico. We do track our impact to downtown and west side eateries and can report high volume in most restaurants and pubs most years on parade day. Please give us a call or email if you need any addition information or data. Again our thanks for your involvement in local event!

Slainte’

John O’Donnell

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