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HomeMy WebLinkAbout19 Wooden Boat Festival 2026 LTAC1 | P a g e 2026 REQUEST FOR PROPOSAL PACKET LODGING TAX/TOURISM PROMOTION This packet is for the 2026 TOURISM PROMOTION SERVICE PROPOSALS to be funded by the Jefferson County Lodging Tax. Under Jefferson County guidelines, you must be a NON- PROFIT or GOVERNMENTAL AGENCY to be eligible to be funded by the Jefferson County Lodging Tax. The Jefferson County Lodging Tax Advisory Committee may only consider complete and signed proposals that include all of the requested information and documents, and that are submitted by the deadline: WEDNESDAY, SEPTEMBER 10, 2025 by 4:30 P.M. 2026 Proposal Guidelines: Tourism Promotion Activities The Jefferson County Lodging Tax Advisory Committee (LTAC) is accepting proposals from government agencies and non-profit organizations for tourism promotion to be provided during calendar year 2026 and paid for from the County’s lodging tax fund. The Committee will make recommendations to the Jefferson County Commissioners within one month following the proposal deadline. All decisions for use of the lodging tax will be made by the Jefferson County Commissioners.  Proposals from government agencies or non-profit organizations are to be for tourism promotion during calendar year 2026. Please refer to Section 1 of this packet for examples of eligible tourism promotion activities for this funding round.  At the time of implementation, tourism related activities within proposals must comply with federal, state, and county laws and requirements, including county Public Health direction. NOTE: Jefferson County may not use public funds in any way that can be construed as a gift to an individual or organization.  Proposals must completely address the questions, and all requested supplemental information must be provided. Incomplete or late proposals may not be considered by LTAC.  To be considered, a fully completed and signed digital application (digital signatures acceptable) must be received at afmcknight@co.jefferson.wa.us by the deadline listed above.  All applications must be submitted as a signal digital application in a one PDF file attached to an email. If you need assistance combining multiple documents into a single PDF document, please contact our office.  All documents filed with the County are public records, potentially eligible for release. Jefferson County is committed to the non-discriminatory treatment of all Persons in the employment and delivery of services and resources. RECEIVED 09/10/25 Page 1 of 25 2 | P a g e 2026 Proposal Checklist for Tourism Promotion Activities Organization Name: Wooden Boat Foundation Event Name, if different: Wooden Boat Festival (2026) Proposed Contract Amount: $ 55,000 501(c)(3) ☒ (6) ☐ WA UBI Number: 600-327-090 EIN Number: 91-1031359 Proposals should completely address the questions, and all requested supplemental information should be provided. Incomplete or late proposals may not be considered by the Jefferson County LTAC. To be eligible for consideration, your application must be signed, dated, and include the following items in the listed order. Check each item submitted: ☒ Signed and Dated Proposal Checklist for Tourism Promotion Activities. ☒ Declaration of capital expenditures and operations, if applicable (Attachment A). ☒ Proof of liability insurance (Attachment B) ☒ Section 1 - Itemized list of proposed services and estimated costs. ☒ Section 2 - Proposal Questions. ☒ Section 3 - Proposed 2026 promotion, facility, event or activity budget. ☒ Section 3 - 2025 organizational budget and year-to-date income and expense statement(s). ☒ Section 3 - List of names and addresses of the organization’s current Board of Directors. Name and contact information for event chairperson, if applicable. ☒ Section 3 - Optional work samples such as season brochures, promotional materials, reviews, news/magazine articles, etc. (maximum of 5 separate pieces) To be considered, a fully completed and signed original application with supporting documents must be electronically received and date stamped at the Jefferson County Administrator’s Office, to Adiel McKnight @ afmcknight@co.jefferson.wa.us by WEDNESDAY, SEPTEMBER 10, 2025 by 4:30 p.m. (Secure and approved file transfer links are acceptable to accommodate large file sizes if needed.) Documents submitted to the County are public records, potentially eligible for release. RECEIVED 09/10/25 Page 2 of 25 3 | P a g e 2026 Proposal Checklist for Tourism Promotion Activities Proposal Deadline: WEDNESDAY, SEPTEMBER 10, 2025 AT 4:30 P.M. Electronically to Email Address: afmcknight@co.jefferson.wa.us Please type (10 point or larger) or legibly print in ink. To be considered: all questions must be answered; all requested documents provided; this form must be signed and dated. Organization Name: Wooden Boat Foundation Organization Address: 431 Water Street Port Townsend, WA 98368 Contact Name: Rhagen Olinde, Development and Grants Associate Contact Address: 431 Water Street Port Townsend, WA 98368 Day Phone: (360) 385-3628 x 148 Evening or Cell Phone: (318) 458-3474 E-Mail Address: rhagen@nwmaritime.org Facility/Event: (if applicable) Wooden Boat Festival Total Lodging Tax Request: $__55,000____________________ Estimated 2026 org. operating budget: (Incl. Lodging Tax funds) $__657,000 _________________ If asking for funds for a specific event, list other cash funding sources and dollar amounts budgeted for this project. Note: This section is only due for specific event and festival funding requests. Dollar Amount Contributed (donations, membership, in- kind) $ 60,000 Earned (tickets, merchandise, sponsorships) $ 517,000 $ $ $ $ Total Project Revenue Budget: (Approximate; based off 2025 budget and awaiting amendment based on post-Festival figures.) $ 657,000 Did your organization receive Lodging Tax Funds from the County in 2025? ☒ Yes ☐ No I understand that if my organization’s proposal for tourism promotion activities is approved by the County that my organization will enter into a contract with the County to provide the contracted services up to the maximum contract amount. I understand that the proposal herein is a public record potentially eligible for public release. Sign Name: Date: 9/10/2025 Print Name and Title: Rhagen Olinde, Development and Grants Associate RECEIVED 09/10/25 Page 3 of 25 4 | P a g e 1. Itemized List of Proposed Tourism Promotion Services In the following space or on a separate sheet of paper, please specify each proposed tourism promotion, program, facility, event or activity, including quantities and costs (see examples at bottom of page). Staff time devoted to management of lodging, handling of reservations and payments, and updating and maintenance of online public-facing portal.  staff time - allow $1500 for software, 1.5 weeks for 2 staff at average of $40/hr $10,000 Paid social media promotion targeting out-of-towners: January 2026 - Aug 2026 $2,000 Paid print advertising to reach target audiences including WA State Ferries, WoodenBoat Magazine, others: April 2026- July 2026  Write, edit, design, and proof promotional materials: 1.5 weeks of 3 staff at average $40/hour + proofing allowance $8,000 Seattle area postering campaign - contract with Keep Posted to install posters in stores and restaurants around Seattle and Eastside. $80 print, $420 to distribute: May 2026 - Aug 2026 $500 KUOW public radio underwriting - 14 spots per week, 2 during drive time, Skagit Co. to Thurston Co. coverage: June 2026 - Aug 2026 $2,500 Cascade PBS advertising - digital and TV ads during peak hours: June - Aug $1,500 Webpages for WBF housing at fortworden.org and woodenboat.org profiling accommodations, rates, procedures, transportation schedule, etc.  10 hours of 2 staff at average $40/hour January 2026 - July 2026 $800 Two WBF/FW audience emails specifically about Places to Stay  15 hours of 2 staff at average of $40/hour January 2026 - July 2026 $1,200 Print & distribute promotional materials along I-5 corridor - Victoria, B.C. to Portland, OR - June 2026 - Aug 2026 $6,500 New full-page ad in 2026 Festival program publicizing Jefferson County activities and priorities $2,000 Development and distribution of new video promotion: 2 videos at $2,500 each for digital advertising for Festival and Olympic Peninsula tourism $ 5,000 Allowance for contract van/minibus transportation between Fort W, Park & Ride, and Wooden Boat Festival - Aug 2026 - Sept 2026 $15,000 TOTAL $55,000 RECEIVED 09/10/25 Page 4 of 25 5 | P a g e 2. Proposal Questions Please limit your answers to no more than one page for each question. 1. Tell us about your promotion, program, facility, event or activity and why you think it will increase tourists traveling to and staying in Jefferson County. Include a general description of the promotion, program, facility, event or activity including its purpose, history, etc. In 1978, more than 2,000 people from all corners of the US and several Canadian provinces traveled, some with their boats and tools, to the first nationally recognized Wooden Boat Festival in Port Townsend. Today, the Port Townsend Wooden Boat Festival is the most education- packed and inspiring wooden boat event in the world. Featuring hundreds of wooden vessels, dozens of indoor and outdoor presentations and demonstrations, a who’s who of wooden boat experts, and thousands of wooden boat enthusiasts—there’s something to do, someone to meet, or a boat to board at every turn. The Wooden Boat Festival (WBF) continues to draw visitors from around the world to Jefferson County. Over the Festival’s almost 50 years, Jefferson County has grown from an economically underdeveloped rural area to a major cultural and tourism destination. Out of town visitors have brought new dollars to our community’s businesses - and a thriving tourism and hospitality industry has grown up around these vibrant events. Many people who visit Jefferson County for the first time attending the Wooden Boat Festival later become residents of our area! A challenge for WBF (as well as LTAC!) in recent years has arisen from this success: all the hotel rooms in Jefferson County routinely fill up for summer special events. With this limited capacity, it has not only been difficult for us to grow our out of town Festival audience, but the high demand has driven hotel prices way up - outside the reach of the volunteers, tradespeople, young families, and retirees who are the lifeblood of Wooden Boat Festival. This year we are excited to expand our management of lodging at Fort Worden that will increase overnight inventory for the Wooden Boat Festival and provide an option that is within the reach of more people. 2. If this is a continuing or reoccurring promotion, program, facility or event, describe your organization’s prior activities. If applicable, how is it different than in the past? Building upon our own management system for lodging at Fort Worden over the 2025 Festival, we propose to maintain and fill the established 40 Fort Worden dormitory rooms. We will be updating electronic management systems, web interface, and infrastructure to make this possible, as well as again investing in marketing to make out of town audiences aware of this new room availability. RECEIVED 09/10/25 Page 5 of 25 6 | P a g e Every year we get dozens of inquiries about overnight accommodations that don’t break the bank. We are excited about the response our Fort Worden accommodations received during the 2025 Festival and hope Jefferson County LTAC will support this continued initiative to strengthen our local tourism infrastructure. 3. How does your promotion, program, facility or event support one of the Highest Priorities or Additional Considerations listed below under “Other Criteria” (see page 9)? The Wooden Boat Festival supports the Highest Priority listed as #2 on Page 9: “The marketing and operations of special events and festivals designed to attract tourists,” as listed in the RCW is our second priority, continuing years of investment in event marketing. Wooden Boat Festival is a key tourism event for Jefferson County and a facet of local cultural identity. 4. Describe how you intend to market/promote your promotion, program, facility, event or activity to potential tourists who reside outside Jefferson County or traveling more than 50 miles. a. If an event, the date of the event: September 11th-13th, 2026 b. The timeline for the tourism promotion activity you are proposing (e.g. May through July, 226). January through August, 2026 c. Target Audience Our target audience for this initiative is individuals who are invested in the Wooden Boat Festival but for whom affordable overnight accommodations have been a barrier to attendance. As in 2025, these audiences include, but are not limited to:  Prospective volunteers who bring expertise and energy to our community but haven’t been able to afford to stay overnight.  Families and retirees from Seattle and Tacoma seeking an affordable weekend getaway with engaging activities for all ages.  Craftspeople and mariners working throughout the region who have been unable to attend due to housing affordability constraints.  New attendees who have not been able to visit Jefferson County due to low overnight availability. d. Promotion methods you intend to use to reach the target audience. RECEIVED 09/10/25 Page 6 of 25 7 | P a g e  Social Media Promotion: Using our Instagram and Facebook channels, which have a combined following of over 25,000. In 2024, our social media campaigns reached over 450,000 people. Woodenboat.org received over 176,095 views with 81,188 unique users. We expect to have exceeded those figures in 2025, but numbers are still in calculation since the festival was this past weekend.  Paid Print Advertising targeting our audiences through: o Washington State Ferries rack card distribution. o WoodenBoat Magazine. o 48°North Magazine.  Special Postering Campaign: A focused postering initiative in Seattle, executed through Keep Posted, which will distribute WBF posters in neighborhoods ranging from Edmonds to Tacoma, and from Madrona to Issaquah, reaching diverse and new audiences.  Paid Radio Campaign: A paid radio campaign on KUOW, Seattle’s NPR station, which reaches more than 400,000 listeners per month. This is an effective way to engage cultural tourists, lifelong learners, and people curious about the maritime world.  Cascade PBS: Paid advertising for digital and TV ads that will reach our target audiences.  Digital Marketing: Updated webpages & emails highlighting the housing opportunity  Program Distribution: Distribution of the WBF program, including this housing opportunity via our 48N distribution network that reaches from Portland to Victoria. e. Describe how you will promote overnight stays at Jefferson County lodging establishments. This partnership initiative focuses on further developing overnight stays in group housing at Fort Worden. Our efforts will be toward filling these rooms and keeping this community resource open for summer events. This will result in increased economic impact for Jefferson County. f. If you intend to collaborate with another agency or non-profit to provide these services, please state the name of the organization and describe the nature of the collaboration: We will be collaborating with local and state media, as in years past. Importantly, we will be working cooperatively with Fort Worden in the current absence of a Fort Worden Hospitality entity. 5. How will you measure the effectiveness of your promotion, program, facility, event or activity? a. Also, describe how you will document and report to the County the economic impact from your promotion, program, facility, event or activity. (State law requires the County to report annually to the State Department of Community Development and Economic Trade about the number of lodging stays and economic benefit from tourists generated by use of Lodging Tax proceeds for tourism promotion.) RECEIVED 09/10/25 Page 7 of 25 8 | P a g e We will document and report the economic impact of the Wooden Boat Festival by estimating the number of attendees traveling from outside Jefferson County. By tracking ticket sales from out-of-county visitors, we can calculate the economic benefit to the community, as these individuals contribute to Jefferson County’s economy by utilizing local lodging facilities, dining at restaurants, and purchasing goods and services from local businesses. This information, along with our marketing data and visitor insights, will be compiled and shared with the County to demonstrate the economic impact generated by out-of-town visitors attending the Festival, ensuring compliance with state reporting requirements. 6. What economic impact can we expect in Jefferson County from your proposed promotion, program, facility, event or activity? a. Actual or estimated number of tourists at your event/facility last year (2025): We estimate that the Wooden Boat Festival attracted approximately 21,000 attendees in 2025 (final numbers are still being tallied). Of these attendees, at least 40% were new first-time visitors. b. Estimated number of tourists who will attend your event/facility this year (2026): We are aiming for a modest increase in attendance for 2026, targeting around 22,000 attendees. We also hope to increase out-of-town and out-of-state visitors by 5%. c. Projected economic impact in Jefferson County from your event/facility (e.g. number of tourists who will stay overnight in Jefferson County-based lodging establishments; economic impact for Jefferson County restaurants, community facilities, amenities, events, and businesses). Based last year’s 13,500 attendees, with 65% traveling from more than 50 miles away, we project approximately 8,775 visitors from outside the immediate area. With an average per- person trip spend of $266, this translates to an estimated economic impact of $2,334,150 for Jefferson County, benefiting local lodging establishments, restaurants, community facilities, and other businesses. We expect numbers to increase in 2026. 7. Describe your organization’s area of expertise. Do you provide a unique service? Putting on Wooden Boat Festival is a complex year-round effort that requires a deep connection to the global maritime community, close collaboration with local and regional businesses and vendors, coordination with local government and regulatory agencies, and oversight of staff and volunteers numbering more than 600. It truly takes a village to put on this event, and Wooden Boat Foundation is uniquely positioned to sustain and grow it. For this special overnight accommodations effort, we will not only be leveraging the expertise of our marketing team, who has grown our reach both in-person and online significantly in recent years, but also the expertise of our team of hospitality professionals at the Swan Hotel, which we acquired in 2022. The Swan of course routinely sells out for WBF a year or more in advance. RECEIVED 09/10/25 Page 8 of 25 9 | P a g e But our hospitality team is uniquely positioned to take on the registration needs presented by this partnership with Fort Worden, whose systems are mainly set up for group sales. 3. Background Information about Your Organization Attach the following items to your proposal in the order listed: (Note: To be considered by the Committee, all of the listed information must be included with your proposal.) Attachments:  Projected 2026 promotion, program, facility, event or activity budget including income and expenses. (Please note: if an LTAC award is granted at a different than requested, you will be asked to submit a revised budget prior to contract approval.)  2025 Budget and Actual income and expenses year to date statement(s) (for example, Profit & Loss and Balance Sheets).  List of names and addresses of the organization’s Board of Directors as of the date the proposal is filed. Also, if the proposal is for the marketing of an event and there is a chairperson for the event (either volunteer or paid), list that individual’s name, address and phone number.  If you desire, you may provide samples of promotional and/or design materials such as brochures, artist renderings, graphics, etc. (recommended 1-10 samples.) Note: Staff will verify Incorporation status of the non-profit agencies who submit service proposals by checking the Washington Secretary of State’s on-line corporation records. RECEIVED 09/10/25 Page 9 of 25 10 | P a g e 2026 LTAC Opportunity Information 1. Jefferson County’s Proposal Process - The Jefferson County LTAC solicits service proposals each year. The proposal form is attached, posted on the County’s website, www.co.jefferson.wa.us and may also be requested by calling the Jefferson County Commissioner’s Office at the Courthouse, (360) 385-9102. This year, the Committee will review proposals on September 30, 2025 from 10:30 a.m. to 4:30 p.m. Applicants are asked to attend the September 30, 2025 meeting beginning at 10:30 a.m. The County will provide meeting information for all complete applications. At that meeting, each proposing agency will answer questions from the Committee regarding their proposal. The Lodging Tax Advisory Committee will make a recommendation to the Board of County Commissioners regarding which proposals to fund, and at what funding levels within available revenues. The review of the LTAC recommendations and final decision about how to use the lodging tax monies is made by the County Commissioners. Each agency will be notified of the status of their proposal. Contracts are prepared by the County and sent to agencies. 2. Available Funding for 2026 Organizations submitting proposals should be aware that a total of approximately $900,000 in lodging tax awards will be available for allocation to eligible tourism promotion activities through this RFP. This amount also includes $5,280 in staff administrative costs to manage the grants and to process invoices, and $10,000 contingency fund for Olympic Peninsula Gateway Visitor Center. County Ordinance 09-1207-98 provides for distribution of Lodging Tax as follows: • The lodging tax funds are to be used for targeted and/or regional promotion, the operation and maintenance of organizations operating tourist related facilities and their costs for local promotional activities. • Not more than 25% for the development of tourism related facilities. 3. Definitions By state law, lodging tax funds may only be used for tourism promotion and the acquisition and/or operation, including maintenance, of tourism-related facilities. The following definitions are copied verbatim from RCW 67.28.080. Note: State law changed in 2007 to include “operation” of tourism events in the definition of “tourism promotion.” "Tourism" means economic activity resulting from tourists, which may include sales of overnight lodging, meals, tours, gifts, or souvenirs. RECEIVED 09/10/25 Page 10 of 25 11 | P a g e "Tourist" means a person who travels from a place of residence to a different town, city, county, state, or country, for purposes of business, pleasure, recreation, education, arts, heritage, or culture. "Tourism promotion" means activities, operations, and expenditures designed to increase tourism, including but not limited to advertising, publicizing, or otherwise distributing information for the purpose of attracting and welcoming tourists; developing strategies to expand tourism; operating tourism promotion agencies; and funding the marketing of special events and festivals designed to attract tourists. “Tourism-related means real or tangible personal property with a usable life of three or more facility” years, or constructed with volunteer labor that is: (a)(i) Owned by a public entity; (ii) owned by a nonprofit organization described under section 501(c)(3) of the federal internal revenue code of 1986, as amended; or (iii) owned by a nonprofit organization described under section 501(c)(6) of the federal internal revenue code of 1986, as amended, a business organization, destination marketing organization, main street organization, lodging association, or chamber of commerce and (b) used to support tourism, performing arts, or to accommodate tourist activities. 4. Proposal Evaluation Criteria Jefferson County Policy Statement for Use of the Lodging Tax Jefferson County’s Lodging Tax Fund will be the primary source of county funding for activities, operations, and expenditures designed to increase tourism. The County does not make any multi- year commitments with Lodging Tax funds. However, service providers are not limited or prohibited from making repeat annual requests of the same nature. The County intends to maintain a reserve in the Fund, and will assess on an annual basis how much of the Fund to appropriate in a given year. The Jefferson County Commissioners have created a Lodging Tax Advisory Committee to conduct an annual process to solicit and recommend Lodging Tax funded services for the County Commissioners consideration. Jefferson County will only consider proposals for use of the Lodging Tax from public and non-profit agencies. The Fund will ONLY be used for the following purposes: 1. The promotion of emerging or on-going tourism events, facilities, and activities by government or non-profit agencies so as to attract and draw tourists to unincorporated Jefferson County from outside Jefferson County. 2. Operation of a tourism promotion agency (such as a visitor and convention bureau); 3. The marketing of special events and festivals designed to attract tourists to unincorporated Jefferson County from outside Jefferson County. RECEIVED 09/10/25 Page 11 of 25 12 | P a g e 4. Capital and/or operating costs for tourism facilities owned by a public entity or a non-profit organization as defined in State law RCW 67.28.080.1(7) – Tourism Related Facility. 5. Administrative costs to support tourism events, facilities and activities. Other Criteria HIGHEST PRIORITIES will be given to tourism activities that reflect those defined by the Jefferson County Board of County Commissioners per the memo “BoCC priorities for 2025 LTAC RFP” dated October 14, 2024: 1. Destination development, such as supporting a Public Facilities District to build a pool, public campground improvements, and developing the Gateway VIC are examples of the allowed use listed in RCW 67.28.1816 and represent our county’s top priority after an extended period of de-emphasizing this type of investment. 2. “The marketing and operations of special events and festivals designed to attract tourists,” as listed in the RCW is our second priority, continuing years of investment in event marketing. 3. Destination marketing, often called “Tourism Marketing” is our lowest priority for 2025 Lodging tax funding. ADDITIONAL CONSIDERATIONS: ■ Promote Jefferson County and/or events, activities, and places in the County to potential tourists from outside Jefferson County. ■ Have demonstrated potential or high potential from the Committee’s perspective to result in overnight stays by tourists in lodging establishments within the unincorporated areas Jefferson County. ■ Have demonstrated potential or high potential from the Committee’s perspective to result in documented economic benefit to Jefferson County. ■ Have a demonstrated history of success in Jefferson County, or are proposed by a group with a demonstrated history or high potential of success with similar activities. ■ Minimize duplication of services where appropriate and encourage cooperative marketing and/or includes an element of cooperation or partnership. ■ Provide, maintain, operate, or enhance County-owned tourism facilities or infrastructure. RECEIVED 09/10/25 Page 12 of 25 13 | P a g e RESPONSIBILITIES:  On or before April 30, 2026 (Q1); July 31, 2026 (Q2); October 31, 2026 (Q3); and January 31, 2027 (Q4), provide to the COUNTY:  A quarterly report of the use, services, programs and activities of organization for the quarter under this Agreement;  A quarterly financial statement detailing revenues, expenses and cash balances for the quarter; and for the final quarter report, the financial statement shall also include a detailed year to date financial statement . 1. Upon execution of this agreement, provide to the COUNTY:  A billing invoice requesting payment of Hotel-Motel Funding. 2. For a minimum of six (6) years, maintain documented proof of payments made, contracts executed, and other expenditures authorized under this Agreement. Upon reasonable notice, provide access to County or State representatives to audit those records. 3. Funding provided by this Agreement may only be expended on the services described in Section 1 of this Agreement. Any monies used for other services or purposes shall be refunded to Jefferson County Hotel/Motel Fund. Any monies under-expended of the total funding allocated under this Agreement shall be refunded to Jefferson County by January 31, 2027. 4. By February 28th of each year provide the following information by reference for the previous year. a. Each festival, event, or tourism facility owned and/or operated by organization. b. The amount of lodging tax revenue allocated for expenditure (whether actually expended or not) by organization on each festival, event or tourism facility. c. Estimated number of tourists served at each festival, event or tourism facility. d. Estimated lodging stays. (“Lodging” refers to commercial lodging such as hotels, motels, resorts, bed and breakfasts, or commercial campgrounds). e. Measurements that demonstrate the impact of increased tourism attributable to the event, festival or facility. 5. Scheduled Site Visits may be conducted as part of the evaluation process at the Committee’s discretion. RECEIVED 09/10/25 Page 13 of 25 14 | P a g e LODGING TAX ADVISORY COMMITTEE REVIEW CONSIDERATIONS In developing its recommendations, the Committee considers: ■ The estimated amount of lodging tax receipts for the coming year provided by the County Administrator’s Office. ■ Operational adaptations or pivots that ensure future organizational success of tourism related activities and promotion. ■ Thoroughness and completeness of the proposal. ■ The relationship of proposed services to the areas of high priority identified by the Committee. ■ Percent of the proposal request to the event/facility promotions budget and overall revenues. ■ Percent of increase over prior year Jefferson County Lodging Tax funded proposal if any. ■ Projected economic impact within the unincorporated Jefferson County, in particular projected overnight stays to be generated in lodging establishments in the unincorporated areas of Jefferson County. ■ Requirements in State law for use of the tax, and the definitions in State RCW 67.28.080 for “tourism,” “tourist,” “tourism promotion,” and “tourism-related facility.” ■ The applicant’s history of promotion success, reporting history and financial stability. ■ Committee member general knowledge of the community and tourism-related activities. NOT CONSIDERED are requests for: ■ Services to be provided beyond calendar year 2026. ■ Proposals from for-profit businesses (however, a government or nonprofit agency contracting with the County may itself contract with for-profit businesses as third-party vendors). ■ Promotional activities that reach a target audience solely traveling from less than a 50-mile radius. NOTE: 1. On February 2, 2006, the State of Washington Attorney General’s Office issued Opinion #AGO 2006 #4, which clarifies that a municipality may NOT provide advance payment to private organizations for tourism promotion. Payment must occur after the services have been performed and documentation in keeping with the contract is submitted to the County. 2. The County may not pay for donated or volunteer services or pay more than the actual cost incurred by the contracting agency to provide the service. RECEIVED 09/10/25 Page 14 of 25 15 | P a g e 5. Background Information Jefferson County’s Lodging Tax The Lodging Tax is an excise (sales) tax authorized by State law in RCW 67.28, Public Stadium, Convention, Arts and Tourism Facilities. In 1998, the State Legislature amended Chapter 67.28 of the Revised Code of Washington (RCW) to allow local governments to assess an additional 2% tax on lodging for tourism promotion and/or tourism-related facilities (sometimes referred to as “the new 2%”). In April 1999, the County Commission, by Ordinance, increased the County's Lodging Tax from a 2% to a 4% tax as allowed by RCW 67.28. Jefferson County’s Lodging Tax Advisory Committee Per RCW 67.28.1817, the State requires that local governments collecting the Lodging Tax establish a Lodging Tax Advisory Committee consisting of at least five (5) members: The Chair – a member of the County Commission or their designee 2 members – representing the lodging industry 2 members – representing activities authorized to be funded by said tax The Committee’s role is advisory in nature, with the Committee’s purpose being to advise the County Commissioners. The Committee must select the candidates from amongst the applicants applying for use of revenues and provide a list of such candidates and recommended amounts of funding to the County Commissioners for final determination. In 1998, the Jefferson County Commissioners created such a Committee, and asked the Committee to establish an annual process to solicit and review proposals for tourism services eligible for lodging tax funding. Committee members are appointed by the County Commissioners as part of the County’s regular advisory committee appointment process. For additional information, contact: County Administrator’s Office Jefferson County Courthouse 1820 Jefferson Street PO Box 1220 Port Townsend, WA 98368 Ph: 360-385-9102 e-mail: afmcknight@co.jefferson.wa.us - END - RECEIVED 09/10/25 Page 15 of 25 16 | P a g e ATTACHMENT A Declaration of Capital Expenditures and Operations 1. The total amount of my request for LTAC funding is: $_55,000_____________________ 2. Of the total listed in Paragraph 1, above: a. The amount requested for capital expenditures is: $___________________ b. The requested capital expenditures are for: 3. Of the total amount listed in Paragraph 1, above: a. The total amount requested for operations is: $_55,000_________________________ b. The requested operations expenditures are for: Managing facilities and promoting overnight visits to Jefferson County for those attending the 2026 Wooden Boat Festival; print and social media targeting out-of-town visitors; television, radio, and video promotions; contract van/minibus transportation between Fort Worden, Park & Ride, and Wooden Boat Festival. I declare under penalty of perjury under the law of Washington that the foregoing representation about the capital expenditures and operations is true and correct. Signed on this 10th day of September 2025 (date) (month) (year) at Port Townsend, Washington (city or other location, and state or country) Rhagen Olinde (Printed Name) (Signature) RECEIVED 09/10/25 Page 16 of 25 17 | P a g e ATTACHMENT B Insurance Certificate RECEIVED 09/10/25 Page 17 of 25 WOODEN BOAT FESTIVAL Port Townsend, Washington Proposed 2026 promotion, facility, event, or activity budget including income and expenses Our 2026 Wooden Boat Festival Budget has not been finalized. Below is an estimate based on the 2025 budget and awaiting amendment based on post-Festival figures. Revenues Contributed (donations, membership, in-kind) $60,000 Earned (tickets, merchandise, sponsorships) $517,000 Total revenue $577,000 Expenses Cost of Goods Sold $48,025 Occupancy, Technology, & Insurance $73,325 Program & Event Supplies & Expenses $131,625 Advertising & Promotions $39,225 General Expense $43,625 In Kind Expense $19,425 Allocated expenses (including marketing) $148,125 Payroll $153,625 Total expense 657,000 woodenboat.org 431 Water Street, Port Townsend, WA 98368 RECEIVED 09/10/25 Page 18 of 25 Non Profit Insurance Program 2025-2026 Page 1 Issue Date 5/22/2025 Cert #:0000044631 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE NPIP COVERAGE AGREEMENT BELOW. THIS CERTIFICATE OF COVERAGE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: IF THE CERTIFICATE HOLDER IS AN ADDITIONAL COVERED PARTY, THE COVERAGE AGREEMENT MUST BE ENDORSED. IF SUBROGATION IS WAIVED, SUBJECT TO THE TERMS AND CONDITIONS OF THE COVERAGE AGREEMENT, CERTAIN COVERAGE MAY REQUIRE AN ENDORSEMENT. A STATEMENT ON THIS CERTIFICATE DOES NOT CONFER RIGHTS TO THE CERTIFICATE HOLDER IN LIEU OF SUCH ENDORSEMENT(S). PROGRAM ADMINISTRATOR COMPANIES AFFORDING COVERAGE Clear Risk Solutions 159 Basin Street SW PMB #206 Ephrata, WA 98823 COVERED PARTY Northwest Maritime Center 431 Water Street Port Townsend, WA 98368 GENERAL LIABILITY: AUTOMOBILE LIABILITY PROPERTY CRIME WRONGFUL ACT LIABILITY MISCELLANEOUS PROFESSIONAL LIABILITY NPIP / Munich Re. et al. NPIP / Munich Re. et al. NPIP / Munich Re. et al. NPIP / Munich Re. et al. NPIP / Munich Re. et al. NPIP / Munich Re. et al. COVERAGES THIS IS TO CERTIFY THAT THE COVERAGES LISTED BELOW HAVE BEEN ISSUED TO THE COVERED MEMBER NAMED ABOVE FOR THE COVERAGE PERIOD INDICATED, NOT WITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN. THE COVERAGE AFFORDED BY THE NPIP COVERAGE AGREEMENT DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS, AND CONDITIONS OF SUCH COVERAGE AGREEMENT. LIMITS SHOWN BELOW MAY HAVE BEEN REDUCED BY PAID CLAIMS. LINE OF COVERAGE COVERAGE NUMBER EFF DATE EXP DATE DESCRIPTION LIMITS GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY (OCCURRENCE FORM) NPIP252655432 6/1/2025 6/1/2026 PER OCCURRENCE $5,000,000 INCLUDES STOP GAP – EMPLOYERS LIABILITY PER MEMBER AGGREGATE $10,000,000 PRODUCT-COMP/OP $5,000,000 MEMBER DEDUCTIBLE: $10,000 PERSONAL & ADV. INJURY $5,000,000 (LIABILITY IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS)ANNUAL POOL AGGREGATE $50,000,000 AUTOMOBILE LIABILITY COMMERCIAL AUTOMOBILE LIAB. (ANY AUTO) NPIP252655432 6/1/2025 6/1/2026 COMBINED SINGLE LIMIT $5,000,000 (LIABILITY IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS)ANNUAL POOL AGGREGATE NONE PROPERTY COMMERCIAL PROPERTY NPIP252655432 6/1/2025 6/1/2026 ALL RISK PER OCC EXCL EQ & FL $100,000,000 EARTHQUAKE PER OCC Excluded EQ AND FLOOD COVERAGE MAY BE EXCLUDED FOR INDIVIDUAL LOCATIONS FLOOD PER OCC Excluded (PROPERTY IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS)ANNUAL POOL AGGREGATE NONE CRIME COMMERCIAL CRIME NPIP252655432 6/1/2025 6/1/2026 PER OCCURRENCE $1,000,000 INCLUDES EMPLOYEE THEFT/DISHONESTY & ERISA COVERAGE MEMBER DEDUCTIBLE: $1,000 PER MEMBER AGGREGATE $1,000,000 (CRIME IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS) ANNUAL POOL AGGREGATE $5,000,000 WRONGFUL ACT LIABILITY (INCLUDES E&O / D&O) WRONGFUL ACT LIABILTIY (CLAIMS MADE) NPIP252655432 6/1/2025 6/1/2026 PER CLAIM $5,000,000 MEMBER DEDUCTIBLE: $10,000 PER MEMBER AGGREGATE $5,000,000 (LIABILITY IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS)ANNUAL POOL AGGREGATE $40,000,000 MISCELLANEOUS PROFESSIONAL LIABILITY MISC. PROFESSIONAL LIABILITY (CLAIMS MADE) NPIP252655432 6/1/2025 6/1/2026 PER CLAIM $5,000,000 MEMBER DEDUCTIBLE: $10,000 PER MEMBER AGGREGATE $5,000,000 (LIABILITY IS SUBJECT TO A $500,000 SIR PAYABLE FROM PROGRAM FUNDS) ANNUAL POOL AGGREGATE $40,000,000 CANCELLATION NOTICE: SHOULD ANY OF THE ABOVE-DESCRIBED COVERAGES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE NPIP COVERAGE AGREEMENT PROVISIONS. NON PROFIT INSURANCE PROGRAM CERTIFICATE OF COVERAGE RECEIVED 09/10/25 Page 19 of 25 Non Profit Insurance Program 2025-2026 Page 2 Issue Date 5/22/2025 Cert #:0000044631 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES / SPECIAL ITEMS Evidence of coverage only. CERTIFICATE HOLDER AUTHORIZED REPRESENTATIVE Wooden Boat Foundation 431 Water Street Port Townsend, WA 98368 RECEIVED 09/10/25 Page 20 of 25 Income Statement Wooden Boat Foundation Period: 01/01/25..12/31/25 Fiscal Start Date: 01/01/25 Note: Wooden Boat Festival event revenue and expenses have not been recorded yet. Description YTD Act Annual Bdgt  Donations 2,250  Membership 34,000  Total Contributed Revenue 36,250  Earned Revenue  Events 420,750  Product Sales 2,600  Publishing 24,980   Total Earned Reveue 448,330 Total Income 484,580 Cost of Goods Sold  COGS - Retail 2,149 7,900  COGS - Publishing 24,250  COGS - Other 19,200 RECEIVED 09/10/25 Page 21 of 25 Income Statement Wooden Boat Foundation Period: 01/01/25..12/31/25 Fiscal Start Date: 01/01/25 Note: Wooden Boat Festival event revenue and expenses have not been recorded yet. Total Cost of Goods Sold 2,149 51,350 Gross Profit -2,149 433,230 Expense   Occupancy 101 45,418   Maint & Repairs   Technology 6,750   Program Expense 61,200   Events Expense 77,300   Marketing 4,172 25,650   General & Misc Expense 185 40,242   In-kind Expense 10,000   Insurance 1,354 17,666   Prof Admin Fees   Allocated Operating Expenses 9,266 129,914 RECEIVED 09/10/25 Page 22 of 25 Income Statement Wooden Boat Foundation Period: 01/01/25..12/31/25 Fiscal Start Date: 01/01/25 Note: Wooden Boat Festival event revenue and expenses have not been recorded yet.   Staff Support Expense 2,500   Payroll 12,377 152,170 Total Expense 27,455 568,810 Net Operating Income -29,604 -135,580 Other Expense   Non-operating Interest 51 648 Total Other Expense 51 648 Net Income -29,655 -136,228 RECEIVED 09/10/25 Page 23 of 25 Current Board of Directors, NWM, WBF As of 2025-09-10 • Generated by Rhagen Olinde Board Member Name Mailing Street Mailing City Mailing State/Province Mailing Zip/Postal Code Alex Adams 8031 18th Ave NW Seattle WA 98117-3623 Sally Goetz Shuler 1555 NE Cochran Dr Gresham OR 97030-4411 Caitlin Olmsted 3251 W Commodore Way Seattle WA 98199-1112 Scott Vokey 10016 43rd Pl NE Seattle WA 98125-8112 LeeAnne Schirato 16622 6th Ave SW Burien WA 98166-3504 Sarah Scherer 11839 Glendale Way S Seattle WA 98168-1248 Alyssa Moir 5926 41st Ave SW Seattle WA 98136-1604 Luke Strong-Cvetich 314 Lopez Ave Port Angeles WA 98362-6530 Harium Martin-Morris 7727 25th Ave NE Seattle WA 98115-4611 Kirstin Sandaas 12720 SE 20th Pl Bellevue WA 98005-3928 Peter Roney 12155 Bayhill Dr Burlington WA 98233-3640 John Simpson 941 Shine Rd Port Ludlow WA 98365-9286 Kris Morris 789 W Sims Way Port Townsend WA 98368-1814 Lynn Terwoerds 430 Ridge Dr Port Townsend WA 98368-9495 Steve Oliver 92 Cleveland St Port Hadlock WA 98339-9712 Ron Moller 1544 Madison St Port Townsend WA 98368-5311 Aletia A. Alvarez 1125 29th St Port Townsend WA 98368-6156 Jeanne Goussev 8792 NE Odd Fellows Rd Bainbridge Island WA 98110-2226 Mark Bunzel PO Box 726 Anacortes WA 98221-0726 Mark Grantor 9286 44th Ave SW Seattle WA 98136-2625 Dave Medd 13818 162nd Ave NE Woodinville WA 98072-9036 Confidential Information - Do Not Distribute Copyright © 2000-2025 salesforce.com, inc. All rights reserved. jgoussev@yahoo.com mark.bunzel@gmail.com mark@thegrantors.com dave.medd@archlynk.com krismorris360@gmail.com lterwoerds@gmail.com oliversteve263@gmail.com ronmoller@icloud.com alvarez.a@portseattle.org Primary Contact Email alexwadams@gmail.com sgshuler@gmail.com caitlinolmsted@gmail.com srvokey@outlook.com lsschirato@gmail.com sscherer@maritimeinstitute.com alyssa.moir@klgates.com lukerstrong@gmail.com hmarmo@gmail.com kirstin_sandaas@hotmail.com proney@markeymachine.com jbs8893@gmail.com RECEIVED 09/10/25 Page 24 of 25 Work sample below is screenshot from website promoting lodging for Wooden Boat Festival 2025. Full website viewable at https://woodenboat.org/ RECEIVED 09/10/25 Page 25 of 25