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HomeMy WebLinkAboutRFP - P1010 CONVENTION AND VISITORS SERVICESAdministrative Services Purchasing Divison 215 North Mason Street y 2nd Floor y P.O. Box 580 y Fort Collins, CO 80522-0580 y (970) 221-6775 y Fax (970) 221-6707 www.fcgov.com REQUEST FOR PROPOSAL P1010 Convention and Visitor Services Written proposals, five (5) will be received at the City of Fort Collins' Purchasing Division, 215 North Mason St., 2nd floor, Fort Collins, Colorado 80524. Proposals will be received before 3:00 p.m. (our clock), February 28, 2006. Proposal No. P1010. If delivered, they are to be sent to 215 North Mason Street, 2nd Floor, Fort Collins, Colorado 80524. If mailed, the address is P.O. Box 580, Fort Collins, 80522-0580. Questions concerning the scope of the project should be directed to Project Manager Kelly DiMartino, (970) 416-2028. Questions regarding proposals submittal or process should be directed to James B. O’Neill II, CPPO, FNIGP (970) 221-6775. A copy of the Proposal may be obtained as follows: 1. Download the Proposal/Bid from the BuySpeed Webpage, https://secure2.fcgov.com/bso/login.jsp 2. Come by Purchasing at 215 North Mason St., 2nd floor, Fort Collins, and request a copy of the Bid. Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a financial interest in the sale to the City of any real or personal property, equipment, material, supplies or services where such officer or employee exercises directly or indirectly any decision-making authority concerning such sale or any supervisory authority over the services to be rendered. This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor, entertainment, kickback or any items of monetary value from any person who has or is seeking to do business with the City of Fort Collins is prohibited. Collusive or sham proposals: Any proposal deemed to be collusive or a sham proposal will be rejected and reported to authorities as such. Your authorized signature of this proposal assures that such proposal is genuine and is not a collusive or sham proposal. The City of Fort Collins reserves the right to reject any and all proposals and to waive any irregularities or informalities. Sincerely, James B. O'Neill II, CPPO, FNIGP Director of Purchasing & Risk Management 2/9/00 P1010 Convention and Visitor Services I. BACKGROUND The City of Fort Collins adopted a lodging tax on March 31, 1984. The tax was to be used by the city for the purpose of acquiring facilities and promoting tourism, conventions and other activities which utilize public accommodations within the city and for the purpose of studying and reducing the impact of such activities upon the facilities and infrastructure of the city. The City has contracted with the Fort Collins Convention and Visitors Bureau for twenty years to provide various convention and visitor services. The current contract will end on March 31, 2006. The Fort Collins Convention and Visitors Bureau has also contracted with the City to provide services related to the state welcome center in Fort Collins. This is a separate contract in the amount of $ 49,188. A study “Tourism in the Local Economy” was completed in 2005. The study is attached as EXHIBIT “A”. The results show a significant contribution to the local economy from the hospitality sector. It also suggests that there is room for significant improvement in this sector of the economy. The City is soliciting proposals to provide convention and visitor services outlined in the following scope of work and those which would capitalize on the opportunities for growth outlined in the study. II. SCOPE OF SERVICES: A. The successful vendor will: 1. Be the tourism expert of the City of Fort Collins by: i. Developing and maintaining a balanced marketing program. ii. Producing an annual marketing plan and budget as well as a three to five year master plan for marketing and other activities iii. Set measurable benchmarks in all marketing related activities and produce quarterly and annual reports addressing the progress relative to these benchmarks. iv. Develop and carry out advertising and marketing to create awareness of Fort Collins as a visitor’s destination, both domestically and internationally. v. Marketing Fort Collins as an outdoor adventure and cultural tourism destination to other Front Range communities from Denver to Cheyenne, and other communities as deemed appropriate. 2. Promote Fort Collins and its events/attractions and amenities 3. Promote Fort Collins as a cultural center and destination. 4. Provide all staffing needed to perform convention and visitors promotional services 5. Provide customer services for all segments of the hospitality/tourism market for Fort Collins 2/9/00 6. Provide convention, conference and trade show marketing and assistance 7. Provide assistance to local service clubs and organizations to help them with their regional and state conferences that are held in Fort Collins. 8. Provide services to convention visitors in a manner consistent with services provided to other visitors to Fort Collins 9. Provide timely visitor/client inquiry fulfillment 10. Provide Community support through interaction with visitors and residents by: i. Distributing brochures and maps ii. Providing information on city transportation systems iii. Providing visitors assistance upon request 11. Coordinate and develop programs with the FC International Visitors Council regarding International visitors and tourism. 12. Develop community partnerships with groups including but not limited to: i. Fort Collins International Visitors Council ii. Fort Collins Innkeepers Association iii. Arts Alive iv. Cultural Resource Board v. Poudre Heritage Corridor 13. Act as a liaison and assist in coordination of local and regional events, including Fort Fund Events that are held in Fort Collins. This may include: i. Workshops to help event organizers promote and organize their events ii. Open houses iii. Community outreach iv. Available to offer assistance upon request 14. Provide a variety of effective marketing devices such as: i. Develop and publish at least one promotional brochure that effectively markets Fort Collins as a general visitor and convention destination. ii. A web site targeted to visitors. iii. Toll-free telephone numbers. iv. Cooperative and pro-active marketing programs with industry partners, such as hotels, motels, bed and breakfasts, cultural and outdoor recreation providers and other communities as deemed appropriate. v. Develop and deliver training sessions on tourism promotion. vi. Deliver a newsletter. vii. Undertake annual market research to improve marketing programs. 2/9/00 15. The City is interested in having a calendar(s) of events established and developed that is the premier source for what is happening in Fort Collins. i. Develop and maintain an all-inclusive online calendar and act as an information- clearing house, specifically for: - Community events - Cultural events - Tourism information ii. Proactively solicit content and ensure the calendar is current and accurate. iii. Actively promote the web site and calendar. 16. Programs that increase visitor spending with Fort Collins area businesses. 17. Respond if appropriate to State Film Commission inquiries promoting Fort Collins as a desirable location. 18. Conduct annual conversion studies to measure the effectiveness of marketing activity, and to better understand the demographic and psychographic makeup of the market. 19. Visitors Center: i. Oversee the operation of the Colorado Welcome Center at Fort Collins as well as the Visitors Center in Downtown Fort Collins. (1) Vendor agrees to execute a Sublease Agreement (attached as EXHIBIT B ) and agrees that it will at all times comply with and be bound by the requirements and obligations of the City in all aspects of its use of 3745 East Prospect Road (the “Center”), as set forth in the Intergovernmental Agreement for the Environmental Learning Center/Visitor’s Center/Welcome Center, dated August 1999, by and between the Colorado State Board of Agriculture acting by and through Colorado State University, a State of Colorado institution of higher education, for the use and benefit of the College of Natural Resource Recreation and Tourism (University), and the City of Fort Collins, a Colorado municipal corporation (the “IGA”). Vendor shall be entitled to use the portions of Center, as shown, for office space, Visitor’s Center and Welcome Center uses, consistent with the terms of the Scope of Work and all other provisions of the Agreement, in the performance of its obligations under the Agreement. (2) Vendor agrees to operate the Fort Collins Convention and Visitor’s Center in the space designated by the City at 3745 East Prospect Road, and a location in Old Town Plaza and agrees to: a. Recruit, select and employ a manager and any staff necessary to operate the Visitor’s Center. b. Recruit, select, supervise and appropriately recognize the efforts of volunteers necessary to operate the Visitor’s Center. c. Make arrangements for all necessary building maintenance to the extent required under the IGA. 2/9/00 d. Provide all utilities and insurance. e. Submit in a timely fashion all regular reports required by the City. f. Recognizing the City’s intent with the Visitor’s Center program is to promote the entire City fairly, without bias to any portion of the community, organization, association or business, interact with travelers in such a way as to provide information on events, attractions, activities and accommodations throughout the City. This is not intended to prohibit the Bureau from providing information on local and regional events, attractions, activities and accommodations. g. Operate the Visitor’s Center from 8:00 am - 6:00 p.m. (May 1 through September 30) and 8:00 p.m. - 5:00 p.m. (October 1 through April 30). The Visitor’s Center may be closed on New Year’s Day, Easter Sunday, Thanksgiving Day and Christmas Day. h. Display the City map provided by the City. i. The Visitor’s Center space is shared space, and Vendor shall not be entitled to use the Visitor’s Center for separate advertising displays, signs or posters, solicitations or sales transactions of any kind not intended as part of the Visitor’s Center. j. Maintain properly segregated books for the Visitor’s Center reflecting City funds and other funds associated with the Visitor’s Center. 20. State Welcome Center: i. Vendor agrees to operate the State Welcome Center in the space designated by the City at 3575 East Prospect Road. The City receives a State grant annually to operate the State Welcome Center. The vendor subcontracts with the City to operate the State Welcome Center according to the provisions of the grant (agreement attached as Exhibit “D”). If the State were to close the Welcome Center this part of the scope of work would be eliminated. ii. Recruit, select and employ a manager and any staff necessary to operate the Welcome Center as employees. The Welcome Center manager will communicate directly with the State’s designated Welcome Center program manager. iii. Recruit, select, supervise and appropriately recognize the efforts of volunteers necessary to operate the Welcome Center. iv. Make arrangements for all necessary building maintenance to the extent required under the IGA v. Provide all utilities and insurance. vi. Submit in a timely fashion all regular reports required by the State. vii. Secure hospitality and state tourism attractions training for staff and volunteers and at least once each year require the manager of the Welcome Center attend and participate in training opportunities provided by the State. viii. Recognizing the State’s intent with the Welcome Center program is to promote the entire state fairly, without bias to any community, organization, association or business, interact with travelers in such a way as to provide information on events, attractions, activities and accommodations throughout the state. This is not intended 2/9/00 to prohibit the Bureau from providing information on local and regional events, attractions, activities and accommodations. ix. Operate the Welcome Center from 8:00 am - 6:00 p.m. (May 1 through September 30) and 8:00 a.m. - 5:00 p.m. (October 1 through April 30). The Welcome Centers throughout the state are closed on New Year’s Day, Easter Sunday, Thanksgiving Day and Christmas Day. x. Display the state map provided by the State. xi. The Welcome Center space is shared space. Bureau should make every effort to keep separate advertising displays, signs or posters, solicitations or sales transactions of any kind on those portions of the premises used for Welcome Center operations. xii. Obtain State approval on all brochures and pamphlets to be displayed in the designated Welcome Center space prior to display or distribution. Maintain 90% of the brochures listed as “required brochures for display at a Colorado Welcome Center”. State approval will be based on the brochure distribution guidelines contained in the Managers Operation Manual for the Colorado Welcome Center Program. The Bureau will be given an opportunity to participate with other state Welcome Center contractors and managers in periodically updating and revising the manual. This is not intended to prevent or prohibit the Bureau from displaying any brochures or pamphlets in an area reserved by the Bureau for information on local events, attractions, activities and accommodations. xiii. Generally adhere to guidance and procedures contained in the Managers Operations Manual. xiv. Maintain properly segregated books for the Welcome Center reflecting State funds, matching funds and other funds associated with the Welcome Center. xv. Provide monthly billings to the State for reimbursement of operating expenses in accordance with the provisions of the grant. 21. Provide a list of performance measures to monitor and evaluate the effectiveness of marketing and tourism efforts that specifically address City Council identified budget priorities of: i. Improving Economic Health ii. Improving Culture, Recreational and Educational Opportunities III. PROPOSAL SUBMITTAL REQUIREMENTS: A. Vendor should submit its qualification and approach to provide the scope of service. B. Performance indicators to be used to verify the scope of work is being met. C. The total cost to provide the services. D. And any other information which would be useful to the evaluation committee in making an informed decision 2/9/00 IV. REVIEW AND ASSESSMENT: Professional firms will be evaluated on the following criteria. These criteria will be the basis for review of the written proposals and interview session. The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5 being an outstanding rating. WEIGHTING FACTOR QUALIFICATION STANDARD 2.0 Scope of Proposal Does the proposal show an understanding of the project objective, methodology to be used and results that are desired from the project? 2.0 Assigned Personnel Do the persons who will be working on the project have the necessary skills? Are sufficient people of the requisite skills assigned to the project? 1.0 Availability Can the work be completed in the necessary time? Can the target start and completion dates be met? Are other qualified personnel available to assist in meeting the project schedule if required? Is the project team available to attend meetings as required by the Scope of Work? 1.0 Motivation Is the firm interested and are they capable of doing the work in the required time frame? 2.0 Cost and Work Hours Do the proposed cost and work hours compare favorably with the project Manager's estimate? Are the work hours presented reasonable for the effort required in each project task or phase? 2.0 Firm Capability Does the firm have the support capabilities the assigned personnel require? Has the firm done previous projects of this type and scope? 1 Reference evaluation (Top Ranked Firm) The project Manager will check references using the following criteria. The evaluation rankings will be labeled Satisfactory/Unsatisfactory. QUALIFICATION STANDARD Overall Performance Would you hire this Professional again? Did they show the skills required by this project? Timetable Was the original Scope of Work completed within the specified time? Were interim deadlines met in a timely manner? Completeness Was the Professional responsive to client needs; did the Professional anticipate problems? Were problems solved quickly and effectively? Budget Was the original Scope of Work completed within the project budget? Job Knowledge a) If a study, did it meet the Scope of Work? b) If Professional administered a construction contract, was the project functional upon completion and did it operate properly? Were problems corrected quickly and effectively? 2 SERVICES AGREEMENT THIS AGREEMENT made and entered into this day of , 200, by and between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred to as the "City" and the ___________________, hereinafter referred to as "Bureau". WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Services. The Bureau agrees to provide services in accordance with the scope of services attached hereto as Exhibit "A", consisting of () pages, and incorporated herein by this reference. 2. Contract Period. This Agreement shall commence January 1, 2006, and shall continue in full force and effect until December 31, 2006, unless sooner terminated as herein provided. In addition, at the option of the City, the Agreement may be extended for additional one year periods not to exceed four (4) additional one year periods. Annual increases for changes in the Scope of Work will be negotiated. Pricing changes to the base contract shall be negotiated by and agreed to by both parties using the Denver - Boulder CPI-U as published by the Colorado State Planning and Budget Office as a guide. Written notice of renewal shall be provided to the Bureau and mailed no later than ninety (90) days prior to contract end. 3. Performance Indicators. A list of performance indicators to be used as a measuring standard for evaluating the performance of the Bureau under this Agreement will be at least those items listed in Exhibit “B”, consisting of () page, attached hereto and incorporated herein by this reference. 4. Nondiscrimination in Promotional Activities. The Bureau shall in its promotional services, and specifically in its informational and promotional material, maintain fairness, equity and impartiality to all members of the Fort Collins business community, without regard to membership or participation in the Bureau organization. 3 5. Reports and Review. Periodically report on the Bureau’s activities, including financial reports, and a statement of its fulfillment of the performance standards and current developments in the Fort Collins area related to promotion of tourism and convention activities. The City Representative, designated by the City pursuant to Paragraph 10, below, or his/her designee, and the President of the Bureau or his/her designee, shall meet to set the timing of the periodic reports and to review the Bureau’s reports. 6. Annual Report. An annual report that compiles and summarizes the information, including an audit of receipts and expenses, contained in the periodic reports and meetings required under Paragraph 5, above, shall be prepared by the Bureau for each year under the term of this Agreement, which report the Bureau shall submit to the City no later than March 31 of the following year. 7. Contract Sum. The City shall pay the Bureau for the performance of this Contract, subject to additions and deletions provided herein, the sum of Dollars ($____) per year, to be paid to the Bureau _________ of Dollars ($00), in a manner acceptable to both parties. It is understood that funding provided by the City pursuant hereto is not intended to meet all costs and expenses of the Bureau; it shall therefore be an affirmative obligation of the Bureau to raise additional funding through such other sources as may reasonably be available to the Bureau. 8. Administrative Control of Funds/Reports. (A) The Bureau shall keep in the City of Fort Collins true, accurate and complete records of business conducted hereunder, which records shall be available to the City without unreasonable delay and without expense, and the Bureau agrees that the City shall have the right, through its duly authorized agents or representatives, to examine all pertinent records at any and all reasonable times, for the purpose of determining the accuracy thereof and the propriety of the Bureau’s activities. 4 (B) All Bureau expenses shall be supported by properly executed payrolls, time records, invoices, contracts, vouchers or other documentation evidencing in proper detail the nature and basis for the expenses charged. All such documents shall be clearly identified and readily available to the Bureau and to the City. 9. City Representative. The City will designate, prior to commencement of the work, its representative who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the services provided under this agreement. All requests concerning this agreement shall be directed to the City Representative. 10. Leasing of Real Estate by Bureau. The Bureau is hereby authorized to lease real estate as may be necessary in the performance of its obligations under this Agreement. The funds expended for any such lease shall be subject to the approval of the City Representative. If the Bureau ceases to exist as an organization, the Bureau shall reimburse the City for any payments under this Agreement used in the leasing of buildings or real estate, to the extent the Bureau is entitled to or receives reimbursement from the lessor. The Bureau shall not lease any real estate without the approval of the City Representative. 11. Compliance With Laws. The Bureau shall comply with all applicable laws, ordinances, codes and regulations in carrying out its obligations hereunder. 12. Independent Service Provider. The services to be performed by Bureau are those of an independent Service Provider and not of an employee of the City of Fort Collins. In the performance of its obligations under this Agreement, it is understood and agreed that the Bureau is at all times acting and performing as an independent contractor, and the City shall neither have, nor exercise, any control or direction over the manner or means by which the Bureau performs its obligations under this Agreement. The City shall not be responsible for withholding any portion of the Bureau's 5 compensation hereunder for the payment of FICA, Workmen's Compensation or other taxes or benefits or for any other purpose. 13. Excuse From Performance. If either party is prevented in whole or in part from performing its obligations by unforeseeable causes beyond its reasonable control and without its fault or negligence, then the party so prevented shall be excused from whatever performance is prevented by such cause. To the extent that the performance is actually prevented, the Bureau must provide written notice to the City of such condition within fifteen (15) days from the onset of such condition. 14. Early Termination by City/Notice. Notwithstanding the time periods contained herein, the City may terminate this Agreement at any time without cause by providing written notice of termination to the Bureau. Such notice shall be delivered at least thirty (30) days prior to the termination date contained in said notice unless otherwise agreed in writing by the parties. All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent to the following addresses: City: Bureau: City Manager City of Fort Collins 300 LaPorte Avenue P.O. Box 580 Fort Collins, CO 80522-0580 In the event of early termination by the City, the Bureau shall be paid for services rendered and expenses incurred to the date of termination, subject only to the satisfactory performance of the Bureau's obligations under this Agreement. Such payment shall be the Bureau's sole right and remedy for such termination. 15. Personal Services. It is understood that the City enters into the Agreement based on the special abilities of the Bureau and that this Agreement shall be considered as an agreement for personal services. Accordingly, the Bureau shall neither assign any responsibilities nor delegate any duties arising under the Agreement without the prior written consent of the City. 6 16. Acceptance Not Waiver. The City's approval or acceptance of, or payment for any of the services shall not be construed to operate as a waiver of any rights or benefits provided to the City under this Agreement or cause of action arising out of performance of this Agreement. 17. Default. Each and every term and condition hereof shall be deemed to be a material element of this Agreement. In the event either party should fail or refuse to perform according to the terms of this agreement, such party may be declared in default thereof. 18. Remedies. In the event a party has been declared in default, such defaulting party shall be allowed a period of ten (10) days within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail himself of any other remedy at law or equity. If the non-defaulting party commences legal or equitable actions against the defaulting party, the defaulting party shall be liable to the non-defaulting party for the non-defaulting party's reasonable attorney fees and costs incurred because of the default. 19. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire agreement between the parties and shall be binding upon said parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal representatives, successors and assigns of said parties. 20. Indemnity/Insurance. a. The Bureau agrees to indemnify and save harmless the City, its officers, agents and employees against and from any and all actions, suits, claims, demands or liability of any character whatsoever for injuries to or death of any person or persons, or damages to property arising out of, or resulting from the actions or omissions of the Bureau, or its agents or employees. 7 b. The Bureau shall take all necessary precautions in performing the work hereunder to prevent injury to persons and property. c. Without limiting any of the Bureau's obligations hereunder, the Bureau shall provide and maintain insurance coverage naming the City as an additional insured under this Agreement of the type and with the limits specified within Exhibit “D”, consisting of one (1) page, attached hereto and incorporated herein by this reference. The Bureau before commencing services hereunder, shall deliver to the City's Director of Purchasing and Risk Management, 215 N. Mason Avenue, Fort Collins, Colorado 80521 one copy of a certificate evidencing the insurance coverage required from an insurance company acceptable to the City. 21. Entire Agreement. This Agreement, along with all Exhibits and other documents incorporated herein, shall constitute the entire Agreement of the parties. Covenants or representations not contained in this Agreement shall not be binding on the parties. 22. Benefit. This Agreement is made for the sole and exclusive benefit of the parties and shall inure to the benefit of their respective survivors, heirs, personal representatives, successors and assigns. It is not made for the benefit of any third party. 23. Law/Severability. The laws of the State of Colorado shall govern the construction interpretation, execution and enforcement of this Agreement. In the event any provision of this Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision of this Agreement. 8 IN WITNESS WHEREOF, this Services Agreement has been executed the day and year first above written. CITY OF FORT COLLINS, COLORADO a municipal corporation By:_______________________________ Darin Atteberry, City Manager By:_______________________________ James B. O'Neill II, CPPO Director of Purchasing and Risk Management Date:_____________________________ ATTEST: _________________________________ City Clerk APPROVED AS TO FORM: ________________________________ Assistant City Attorney By:_______________________________ CORPORATE PRESIDENT Date:_____________________________ ATTEST: _____________________________ CORPORATE SECRETARY 9 EXHIBIT “A” Tourism in the Fort Collins Economy Harvey Cutler Department of Economics Colorado State University Fort Collins, Colorado 80523 (970) 491-5704 (voice) (970) 491-2925 (fax) email: Harvey.cutler@colostate.edu Perry Burnett Colorado State University Ray Thresher Colorado State University Center for Research on the Colorado Economy October 20, 2005 10 Executive Summary The purpose of this document is to provide an analysis of the tourism industry in the City of Fort Collins. Tourism can be divided into conventions, business travelers, leisure travelers and households that reside outside of Fort Collins but shop within the city. This study presents two perspectives on this industry that highlights the role of tourism in the local economy. The first is the current level of tourism emanating from the above sources in terms of contributing to economic activity and tax revenue for our city. The second perspective emphasizes the role of the Fort Collins Convention and Visitors Bureau (FCCVB) in terms of attracting new conventions and other events to the city. Total tourism is responsible for 2.2% of economic activity in Fort Collins and 16.6% of tax revenue collected by the city. Tourism expenditures are made in lodging, restaurants and retail, which all charge a sales tax and thus contribute significantly to city tax revenue. The FCCVB is responsible for attracting religious conventions, agricultural events, youth sport events and association meetings. The table below presents the economic impact for each of the four events in terms of the tax revenue earned and also the increase in household income for local residents. The last row sums the two values and represents a measure of the economic gain. As an example, a single youth sport event contributes $0.309 million in tax revenue and $1.78 million in household income for Fort Collins residents. The youth sports event has the largest economic impact of $2.1 million while the association convention has the smallest total impact of $96,000. These conventions/events also contribute to increases in tax revenue at a faster rate than the growth in the number of new households migrating into the city. This results in the city having the opportunity to increase the quality of city service such as police and fire. There are a multiple number of these conventions and sporting events each year in Fort Collins and the total economic impact for all events is $17.5 million. Our analysis reveals that the FCCVB generates significant tax revenue for the city as well as contributing to income for all levels of households. An important outcome of expanding tourism in Fort Collins is housing becomes more affordable for lower income earning groups and reduces income inequality in the city. Religion Convention Agricultural Convention Youth Sports Association Convention Tax Revenue (mil of $) 0.284 0.076 0.309 0.015 Household Income (mil of $) 1.71 0.45 1.78 0.081 Total Economic Gain (mil of $) 1.99 0.526 2..1 0.096 11 I. Introduction The purpose of this document is to provide an analysis of the tourism industry in the City of Fort Collins. Tourism can be divided into several different categories. The city hosts a variety of conventions that brings in people from all over the country and the associated expenditures helps stimulate the economy. A second component is business travelers that visit our city in order to conduct business with local commercial entities. The third component is the leisure traveler that visits our city for recreational interests. A fourth factor is households that live outside of Fort Collins but do some shopping in our city. This study presents two perspectives on this industry that highlight the role of tourism in the local economy. The first is the current level of tourism emanating from the above sources in terms of contributing to economic activity and tax revenue for our city. The second perspective emphasizes the role of the Fort Collins Convention and Visitors Bureau (FCCVB) in terms of attracting new conventions and other events to the city. The FCCVB plays an important role in helping maintain economic growth for the city as well as contributing substantially to growth in city tax revenue. The method we use to address these issues is a computable general equilibrium (CGE) model for the City of Fort Collins. A description of the model is in appendix A. This model has been used by the city to evaluate use tax rebates, the impact of sales tax rate increases, past tourism issues and the choice of whether to zone undeveloped land for retail or manufacturing uses. In addition, this model has been used to produce four Ph.D. graduates at Colorado State University, eight current students in process of completing their dissertations and six peer reviewed journal articles. The remainder of the report is divided into several sections. Section II presents the impact of the current level of tourism on economic activity and tax revenue in the Fort Collins economy. Section III examines the four primary types of tourism that can be attracted by the FCCVB and the associated economic impacts. Section IV is the conclusion. II. The Economic Impact of Tourism It is important to define the sectors that make up the tourism sector in the Fort Collins economy. It is assumed that all economic activity and tax revenue generated by the lodging sector is a direct result of tourism. This includes the full service hotels, the limited service hotels and the motels in the city. The other two primary sectors that also reflect the level of tourism is the retail and restaurant sectors. Most studies on tourism conclude that expenditures are made on lodging, retail and restaurants. Our analysis follows this logic. 12 Tourism is an interesting sector in Fort Collins given that it is small in terms of employment and output but it contributes a significant component to total tax revenue for the city. The number of workers in the lodging sector combined with approximately 35% of employment in retail and restaurant accounts for 4,538 workers of the 64,284 total workers in the economy.1 The tourism sector employs 7% of the workforce in our economy and accounts for 2.2% of total production in the economy. An important characteristic of the tourism sector is that it is tax intensive since lodging, retail and restaurants all charge a sales tax. Our estimates indicate that the tourism sectors accounts for 16.6% of total tax revenue for the City of Fort Collins. III. Direct Contributions of the Fort Collins Convention and Visitors Bureau The FCCVB expends resources to attract a variety of different events that draws individuals, families, conventioneers and athletes to Fort Collins. There are four particular events that Fort Collins specializes in. They are religious conventions, specialty agricultural and animal events, youth sports and association functions.2 Data was collected by the FCCVB on the expenditure patterns for lodging, retail and restaurants by all four events. The data was initially collected for expenditures per participant for each of the four functions.3 The expenditures were scaled by the number of participants for each function. The expenditure patterns appear in Table 1. The youth sports events result in the most expenditures and the religion convention is second. 1 It has been estimated that approximately 35 % of the workers in retail and restaurants accommodate the tourism sector in the Fort Collins economy. This has been determined by some informal surveying by the Finance Department in 1998. 2 The appendix contains a more complete description of the four events as well as specific expenditure patterns per participant. 3 The expenditures collected per participant were reasonable given my experience in tourism analysis. 13 Table 1 Initial Expenditures by Each Conference 1. Religion Conventions Sector Expenditures (mil of $) Lodging 1.27 Restaurants 1.17 Retail 0.903 Total 3.34 2. Specialty Agricultural/Animal Events Sector Expenditures (mil of $) Lodging 0.392 Restaurants 0.297 Retail 0.213 Total 0.902 3. Youth Sports Sector Expenditures (mil of $) Lodging 1.04 Restaurants 1.42 Retail 0.996 Total 3.46 4. Association Sector Expenditures (mil of $) Lodging 0.091 Restaurants 0.061 Retail 0.038 Total 0.19 14 IV. Simulation Results This section presents the economic impact of the expenditure amounts from the four types of functions that were presented in Table 1. We consider the economic impact from two perspectives. First, we examine each single event with an emphasis on the effects on employment, general economic activity, household income and tax revenue. The next exercise emphasizes that there are multiple events for each category in a given year, so we also provide the economic impact of all events in the city. As an example, the city averages 2.7 religious conventions annually, with Jehovah’s Witnesses occurring annually, and Campus Crusade for Christ occurring every other year. Due to the extended length of the Campus Crusade event, it is factored as an average of 1.5 events. In addition, the city averages 3 agricultural events, 2.5 youth events and 3 association events annually. Convention bookings are based on the last year’s bookings of the FCCVB. Table 2 presents the economic impact of the four single events. The youth convention has the largest impact in terms of employment, general economic activity and tax revenue. This is due to the large number of participants in this event. Tax revenue per new household is $8,584. Given that tax revenue per household in the base data is $2,178, all four cases result in larger tax revenue per household, which could increase the quality of city services for all residents. The model predicts that 36 new households will locate in Fort Collins due to the youth convention and given that there are 40,119 households in the city, the addition of the new households is relatively small. The religion convention has the second largest impact of the four events. Table 3 presents the results regarding the change in household income for the Fort Collins residents. Table A1 in the appendix provides a description of the six household groups. The religion convention causes household income to increase by $1.71 million or a 0.10% increase. An interesting aspect of all four scenarios is that income increases by a greater percentage amount for the lower income earning households (HH1- HH3) since most workers in the tourism industry are low wage earners. The increased demand for low wage workers as the tourism sector expands drives up wages for this labor group. As an example, in the religion convention case, real household income increases by 0.34% for HH1, 0.19% for HH2 and only 0.08% for HH6. An important outcome of expanding tourism in Fort Collins is housing becomes more affordable for lower income earning groups and reduces income inequality in the city. Table 4 presents summary results for all four cases. This table sums the increase in household income and total tax revenue, which is the direct gain to the city and its residents. Consistent with previous arguments, the youth event results in a $2.1 million increase for the city and its residents, the religion convention results in a $1.99 million increase, the agricultural event results in a $0.526 million increase and the association convention causes a $0.096 million increase. The total impact of all four events is $4.72 million. 15 Table 2 The Economic Impact of One Religious, Agricultural, Youth Sports, and Association Event in the Fort Collins Economy Religion Convention Agricultural Convention Youth Sports Event Association Convention Employment 86 (0.13%) 23 (0.04%) 87 (0.14%) 5 (0.001%) GCP (mil of $) 1.48 (0.06%) 0.37 (0.02%) 1.52 (0.07%) 0.08 (0.001%) Sales Taxes (mil of $) 0.145 (0.38%) 0.037 (0.10%) 0.156 (0.41%) 0.007 (0.02%) Use Taxes (mil of $) 0.016 (0.20%) 0.004 (0.05%) 0.015 (0.20%) 0.001 (0.01%) Property Taxes (mil of $) 0.087 (1.1%) 0.026 (0.32%) 0.1 (1.2%) 0.005 16 Table 3 (Continuation of Results) Impact on Real Household Income Values are in Mil of $ Religion Convention Agricultural Convention Youth Convention Association Convention Amount Percentage Change Amount Percentage Change Amount Percentage Change Amount Percentage Change HH1 0.064 0.34% 0.017 0.09% 0.07 0.36% 0.037 0.20% HH2 0.196 0.19% 0.052 0.05% 0.21 0.20% 0.004 0.00% HH3 0.426 0.16% 0.113 0.04% 0.44 0.16% 0.000 0.00% HH4 0.104 0.08% 0.028 0.02% 0.11 0.09% 0.011 0.01% HH5 0.330 0.09% 0.087 0.03% 0.34 0.10% 0.024 0.01% HH6 0.592 0.08% 0.154 0.02% 0.62 0.08% 0.006 0.00% Total 1.71 0.10% 0.450 0.03% 1.78 0.11% 0.081 0.005% 17 Table 4 Final Results Religion Convention Agricultural Convention Youth Sports Association Convention Tax Revenue (mil of $) 0.284 0.076 0.309 0.015 Household Income (mil of $) 1.71 0.45 1.78 0.081 Total Economic Gain (mil of $) 1.99 0.526 2..1 0.096 Notes: 1. These values are obtained by summing the increase in tax revenue and real household income. 2. The total economic gain for all four simulations is $4.72 million. 18 As stated above, the City hosts multiple conventions and events in a given year. The FCCVB has calculated that on average the City hosts 1.5 religious conventions, 3 agricultural events, 2.5 youth events and 3 association events annually. Tables 5, 6 and 7 provide the economic impact of the multiple events in all four categories. When considering the total impact of all conventions/events per group, the religion conventions contributes slightly more than the youth sports events in terms of economic growth, household income and tax revenue. However, the differences in tax revenue per new household across the four cases have diminished significantly. Tax revenue per new household for youth sports, religious conventions, agricultural events and association events are $4,623, $4,362, $4,306 and $4,031. The compression of these results is due to the nonlinearities of the model. Table 8 indicates that the total economic gain to the city and residents for all events is $17.5 million. IV. Conclusion Our analysis concludes that the tax intensive nature of tourism sector provides an efficient method for the city to collect tax revenue. Conventioneers and tourists come to the city and their expenditures on lodging, retail and restaurants results in significant gains in tax revenue. Tourism also results in larger percentage gains for the lower income earning households, which reduces income inequality. In times of increased competition for retail sales tax dollars with respect to the growth in retail outlets in the I-25 corridor, tourism offers an additional source of tax revenue. Increasing the number of conventions in the city can provide important tax dollars for the city. 19 Table 5 Simulation Results Religion Convention Agricultural Convention Youth Convention Association Convention Employment % Change 357 (0.56%) 99 (0.15%) 324 (0.50%) 21 (0.03%) GCP(mil of $) % Change 6.67 (0.29%) 1.73 (0.08%) 6.05 (0.27%) 0.36 (0.02%) Sales Taxes(mil of $) % Change 0.44 (0.76%) 0.123 (0.21%) 0.44 (0.76%) 0.02 (0.04%) Use Taxes(mil of $) % Change 0.067 (0.71%) 0.015 (0.20%) 0.06 (0.72%) 0.003 (0.03%) Property Taxes (mil of $) % Change 0.024 (0.19%) 0.007 (0.09%) 0.025 (0.22%) 20 Table 6 (Continuation of Results) Impact on Real Household Income Values are in Mil of $ Religion Convention Agricultural Convention Youth Convention Association Convention Amount Percentage Change Amount Percentage Change Amount Percentage Change Amount Percentage Change HH1 0.25 1.34% 0.07 0.36% 0.23 1.23% 0.01 0.08% HH2 0.73 0.70% 0.20 0.19% 0.69 0.66% 0.04 0.04% HH3 1.74 0.65% 0.48 0.18% 1.60 0.60% 0.10 0.04% HH4 0.43 0.34% 0.12 0.09% 0.40 0.31% 0.03 0.02% HH5 1.37 0.39% 0.38 0.11% 1.26 0.36% 0.08 0.02% HH6 2.52 0.32% 0.69 0.09% 2.34 0.30% 0.15 0.02% Total 7.04 0.43% 1.94 0.12% 6.52 0.40% 0.41 0.02% Table 7 Final Results Religion Convention Agricultural Convention Youth Convention Association Convention Tax Revenue (mil of $) 0.69 0.19 0.655 0.04 Household Income (mil of $) 7.04 1.94 6.52 0.41 Total Economic Gain (mil of $) 7.7 2.1 7.2 0.45 Notes: 1. These values are obtained by summing the increase in tax revenue and real household income. 2. The total economic gain for all four simulations is $17.5 million. VII. Appendix A Table 1 presents a brief description of the model. The model has 17 sectors such as manufacturing, retail, several service categories, lodging and restaurants. The tourism sector can be examined by looking at the lodging, retail and restaurant sectors. All 17 sectors hire labor, which are divided into three groups, workers that make less than $20,000 a year (L1), workers that earn between $20,000 and $50,000 annually (L2) and workers that earn over $50,000 a year (L1). There are six household groups distinguished by different levels of annual income. The City of Fort Collins collects sales, property, use and other taxes.4 4 If any reader is interested in a more complete description of the model, we will provide further documentation. Table A1 Structure of the System Profit Maximizing 1) Agriculture services 10) Transportation and utilities 2) Agricultural production 11) Lodging 3) Agricultural processing 12) Wholesale 4) Low services – hair, cleaners, etc. 13) Retail 5) High services – legal, medical 14) Finance, insurance and real estate (FIRE) 6) Construction 15) Restaurants 7) Manufacturing 16) Universities and JCs 8) Mining 17) School District 9) Computer Manufacturing a) Housing Market Local Government HS1 < $120,000 1) Services: Police, Fire, Transportation, $120,000 < HS2 < $200,000 Library, Parks and Recreation, and $200,000 < HS3 Administration HS4- multiple units 2) Taxes: Sales, Use, Property and Other Household Groups: HH1 # $10,000 $10,001 # HH2 # $20,000 $20,000 < HH3 # $40,000 $40,000 < HH4 # $50,000 $50,000 < HH5 # $70,000 $70,000 < HH6 Factors of Production: Labor Groups Capital Stock Land $20,000 $ L1 K – buildings and factories Land – land used by the $20,000 < L2 # $50,000 used by the productive, productive, residential, $50,000 < L3 residential and public use and public use (acres) Appendix B Description of the four conventions 1. Religious Convention Groups are also known as assembly religious groups. Spending estimates were based on 2005 Christian Church of Jehovah’s Witnesses convention, utilizing local hotel rates. Spending for retail and restaurants was reduced from the 2005 ExPact Study based on interviews with local hotels and restaurants. Expenditures per participant per day are: Sector Expenditures per person ($) Lodging 88 Restaurants 81 Retail 63 Total 232 2. Specialty Agricultural/Animal Events The anticipated 2007 German Shepherd Dog Club of America event in Fort Collins was used as the model of this type of function. Hotel expenditures were based on room rates quoted for the 2007 event. Other expenditures were based on the 2005 ExPact Study conducted by the International Association of Convention and Visitor Bureaus. The groups either utilize CSU facilities or The Ranch. Expenditures per participant per day are: Sector Expenditures per person ($) Lodging 101 Restaurants 76 Retail 55 Total 231 3. Youth Sports Youth sports include events such as large soccer tournaments, softball, basketball or other youth or amateur sporting events. Expenditures based on 2005 USSSA (United States Specialty Sports Association) 14 and under Girls Softball, held in Fort Collins and Loveland this year. Expenditure patterns were based on 2003 Colorado Tourism Office Economic Impact of Tourism report for Larimer County, CO, prepared by Dean Runyon and Associates. Expenditures per participant per day are: Sector Expenditures per person ($) Lodging 65 Restaurants 89 Retail 62. Total 216 4. Association convention The participants of association conventions are smaller in number and therefore lodging and the meetings occur at a single hotel in Fort Collins. It is common that these functions consist of either state or national groups. Expenditures were derived from the 2005 ExPact Study conducted by the International Association of Convention and Visitor Bureaus. Expenditures per participant per day are: Sector Expenditures per person ($) Lodging 126 Restaurants 76 Retail 63 Total 265 EXHIBIT “B” SUBLEASE AGREEMENT EXHIBIT “C” Intergovernmental Agreement Environmental Learning Center/Visitor’s Center/Welcome Center Intergovernmental Agreement Exhibit “A” “City Lease Space” Available for viewing in the purchasing office EXHIBIT “D” State Welcome Center Contract 0.001 (0.01%) Total Taxes(mil of $) % Change 0.69 (0.54%) 0.185 (0.21%) 0.655 (0.52%) 0.04 (0.03%) New Households 157 43 142 95 Tax Revenue Per New Household $4,362 $4,306 $4,623 $4,031 (0.03%) Total Taxes (mil of $) 0.284 (0.33%) 0.076 (0.09%) 0.309 (0.35%) 0.015 (0.02%) New Households 36 10 36 5 Tax Revenue Per New Household $7,979 $7,940 $8,584 $7,638