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2027 REQUEST FOR PROPOSAL PACKET
LODGING TAX/TOURISM PROMOTION
This packet is for the 2027 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 30, 2026 by 4:30 P.M.
Technical Assistance Period will be available by submitting questions to
afmcknight@co.jefferson.wa.us – Responses will be posted on LTAC webpage at:
https://www.co.jefferson.wa.us/1394/Lodging-Tax-Advisory-Council-LTAC
2027 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 2027 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.
x Proposals from government agencies or non-profit organizations are to be for
tourism promotion during calendar year 2027. Please refer to Section 1 of this
packet for examples of eligible tourism promotion activities for this funding
round.
x 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.
x Proposals must completely address the questions, and all requested supplemental
information including letters of support must be provided. Incomplete or late proposals
may not be considered by LTAC.
x 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.
x 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.
x All documents filed with the County are public records, potentially eligible for release.
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Jefferson County is committed to the non-discriminatory treatment of all Persons in the
employment and delivery of services and resources.
2027 Proposal Checklist for Tourism Promotion Activities
Organization Name: Jefferson County Historical Society
Event Name, if different:
Proposed Contract Amount: $
$104,000
501(c)(3) ܈ (6) տ
WA UBI Number:
161 001 597
EIN Number:
91-6013489
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 2027 promotion, facility, event or activity budget.
܈ Section 3 - 2026 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 and letters of support 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 30, 2026 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.
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Lodging Tax Funding Timeline for 2026-27
Note: Tasks that are accomplished during an LTAC meeting are “highlighted” in grey. Any meetings that
are not part of a fully-noticed regular meeting schedule are considered “special meetings” and must be
noticed as such, unless a schedule is set and fully-noticed in advance.
July 8, 2026, 2:00 pm Meeting to discuss RFP and timeline edits.
July 24, 2026 10:00 am Revise RFP and budget
August 28, 2026 Finalize RFP, budget and scorecard
By September 9, 2026 Email RFP to prior 3 years Lodging Tax recipients; Post RFP on
county’s website and social media; Send RFP legal notice to
newspaper of record.
Opens upon public notice of RFP
and closes Friday, September 18,
at 4:30 p.m.
Technical Assistance Period wherein applicants can submit
questions to staff by email. Answers to those questions are posted
on an FAQ on the LTAC RFP webpage after review by the LTAC
Chair, Deputy Prosecuting Attorney, or both. Emails are sent to
prior 3 years Lodging Tax recipients and any other known
applicants when a new question and answer are posted.
September 30, 2026 Deadline for receiving funding proposals. Notify Lodging Tax
Applicants of the meeting date/presentation time. RFPs shared
with LTAC for review.
October 30, 2026 8:30 a.m. LTAC review applications
Cure period: October 30, 2026 Questions posed by the Committee sent after meeting
Cure period: November 6, 2026
by 4:30 p.m.
Answers by the applicants due 5 days after emailed Committee
questions sent
November 20, 2026,
8:30am – 12:30pm
Continued LTAC deliberations
December 9, 2026
12:30 p.m. – 4:30 p.m.
If needed – continued deliberations
Mid December Present recommendations to BoCC for ratification. Send results to
recipients after BoCC approves recommendations. (This could be
conducted as a joint meeting of the LTAC and the BoCC if properly
noticed in advance.)
END December Prepare agreements and send through Contract Review process.
December / January Schedule agreements on Consent Agenda for BoCC approval and
send agreements to funding recipients.
Early February Remind Lodging Tax recipients to submit reporting form for prior
year by the deadline: February 28 per RCW 3.25
February 28 Deadline for receiving Annual State Report for Lodging Tax
(deadline: February 28 per RCW 3.25)
March Input State Lodging Tax reports online at Joint Legislative Audit &
Review Committee (JLARC).
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2027 Proposal Checklist for Tourism Promotion Activities
Proposal Deadline: WEDNESDAY, SEPTEMBER 30, 2026 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: Jefferson County Historical Society
Organization Address: 540 Water Street Port Townsend WA 98368
Contact Name: Tara McCauley, Exec Director
Contact Address: Same as above
Day Phone: 360-385-1003
Evening or Cell Phone: 206-949-2598
E-Mail Address: tara@jchsmuseum.com
Facility/Event: (if applicable) Museum of Art + History, Rothschild House
Total Lodging Tax Request: $______$104,000________________
Estimated 2026 org. operating
budget: (Incl. Lodging Tax
funds) $__________$615,980____________
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
$
$
$
$
$
$
Total Project Revenue Budget: $
Did your organization receive Lodging Tax Funds from the County in 2026? ܈ Yes տ 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: 9/30/2026
Print Name and Title: Tara McCauley
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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). Please be advised that if you are awarded less than your request, you may be
asked to provide an updated budget prior to finalizing your 2027 contract.
Position FTE
Hourly
rate
Hours
per year TOTAL
Program Manager 0.8FTE $29.50 1664 $ 49,088.00
Visitor Services Associate 0.6FTE $22 1248 $ 27,456.00
Visitor Services Associate 0.6FTE $22 1248 $ 27,456.00
Total request $ 104,000.00
Examples of how to list your proposed tourism promotion services or event (Please be as
specific AS POSSIBLE about the services, quantities, the tourism market, distribution
method, and cost):
10,000 promotional rack cards for I-5 corridor from Portland to Bellingham, April - June 2018…………$1,835
The rack cards will promote an event/hotel/restaurant promotional package.
Design and printing………………………………………………………… $1,250
Distribution by XYZ Company……………………………………………… $ 500
5 hours of staff time at $17.00 per hour to write copy, edit and proof the cards…...$ 85
1/3 page black and white event promotional advertisement in XYZ Magazine, July 2018 edition…. $1,500
XYZ Magazine has 250,000 subscribers in western and northwest states. This 1/3-page ad
will be part of a full-page advertisement being coordinated by the VCB. XYZ Magazine will match
the value of the advertisement with a feature article on Jefferson County and the event in the same edition.
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2. Proposal Questions
Please limit your answers to no more than one page for each question.
A sample contract may be found on Laserfiche at the following path:
(https://test.co.jefferson.wa.us/WeblinkExternal/Browse.aspx?startid=10483451&db
id=0&repo=Jefferson )
Or visit: www.co.jefferson.wa.us – Jefferson - Board of Commissioners - Boards &
Committees – Lodging Tax Advisory Committee – RFP – RFP 2027
1. How much, if any, of your application is considered "destination marketing" for
Jefferson County? IF any, please ensure this is clearly identified and itemized in your
budget.
No portion of this application is intended for destination marketing. JCHS does,
however, actively participate in destination marketing through visitor guides,
tourism-oriented website content, rack cards distributed outside Jefferson County,
and other regional promotional efforts. This work contributes to a broader tourism
ecosystem that promotes Jefferson County.
2. 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.
The Jefferson County Historical Society (JCHS), founded in 1879, provides year-
round arts, history, and heritage experiences for locals and visitors alike. JCHS
operates three public sites: the Museum of Art + History, the historic Rothschild
House in partnership with Washington State Parks, and the Research + Collection
Center, as well as guided walking tours, art programming, research lectures,
community events, and other programs.
JCHS is requesting 2027 LTAC support for three visitor-facing positions: one
Programs Manager and two Visitor Services staff. These positions provide the
skilled staffing necessary to operate the Museum of Art + History and Rothschild
House, welcome and serve visitors, and develop and deliver programs including
walking tours and special events.
This request builds on a significant period of investment and growth at JCHS. In
2026, we opened the Newly Imagined Museum of Art + History following a major
renovation and reimagining of the visitor experience. The project improved
accessibility, introduced new permanent exhibition infrastructure and interactive
experiences, and established a model for regularly changing art and history
exhibitions. Last year’s LTAC request supported staffing as we prepared to open
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and operate the renovated museum. In 2027, our focus shifts from launching this
investment to sustaining and building upon it.
Our visitation year to date is up 27% this year, demonstrating increased interest in
JCHS sites and programs. Increased visitation also requires the staff capacity to
keep our sites open, serve visitors, and offer programs throughout the year.
Continued LTAC support will help JCHS meet that demand. These positions allow
us to operate two of Jefferson County’s cultural tourism attractions and offer
walking tours, programs, and events that add to what visitors can see and do during
their stay. These offerings encourage repeat visits and complement lodging, dining,
shopping, recreation, and other attractions throughout Jefferson County.
3.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?
JCHS has a long history of operating year-round cultural tourism facilities and
programs in Jefferson County, with County Lodging Tax funding providing partial
support for this work for many years. In 2026, our LTAC request focused specifically
on staffing needed to open and operate the Newly Imagined Museum of Art + History
following a major renovation.
In 2027, the request reflects the next phase of that work. Funding will support
ongoing operations at the Museum of Art + History and Rothschild House, regularly
changing exhibitions, and a growing schedule of walking tours, art programming,
lectures, and special events. The focus has shifted from launching the renovated
Museum to sustaining and building on that investment as an established visitor
attraction.
4.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)?
JCHS’s 2027 request directly supports the County’s Highest Priority of destination
development by sustaining a major new investment in Jefferson County’s cultural
tourism infrastructure.
In 2026, JCHS opened the Newly Imagined Museum of Art + History following a
significant renovation and reimagining of the visitor experience. As described
above, the result is a substantially improved cultural attraction for Jefferson
County.
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With that investment now complete, the next step in destination development is
ensuring that the Museum can be successfully operated and maintained as a visitor
destination. This request supports the skilled staff needed to keep the Museum
open and welcoming to visitors, maintain the new visitor experience, develop
changing exhibitions, and offer programs and events that give people reasons to
visit and return.
The request also supports the County’s Additional Considerations through JCHS’s
demonstrated history of successful tourism programming, ability to attract visitors
from outside Jefferson County, and partnerships with Washington State Parks and
other local and regional organizations.
5.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.Event date:
Not applicable. JCHS sites and programs operate year-round.
b. Timeline:
January–December 2027, with additional promotion around new exhibitions,
walking tours, programs, and special events.
c.Target Audience:
Visitors from Western Washington and the greater Puget Sound region, as well as
regional and national travelers interested in arts, history, heritage, and cultural
tourism.
d.Promotion methods:
With a limited marketing budget, JCHS uses a mix of targeted print, digital, and
regional media to reach visitors outside Jefferson County. JCHS is featured in the
annual visitor and getaway guides produced by the Port Townsend & Jefferson
County Leader, Peninsula Daily News, and Sequim Gazette, as well as the quarterly
Art Access guide and ArtsWA’s annual museum directory. We also distribute rack
cards promoting our walking tours to local hotels and lodging establishments.
In 2026, JCHS produced a 60-second promotional video for use across social media
and digital channels, and we are currently in conversation with Cascade PBS about
a potential sponsored-content collaboration in 2027. JCHS will also continue to
promote exhibitions, programs, and visitor experiences through our website, email,
social media, and regional partners.
e.Overnight stays:
In August 2026, JCHS collected overnight accommodation data from out-of-county
visitors for the first time. Of 262 visitors surveyed, 127 (48.5%) were staying in paid
overnight accommodations, 42 (16%) were staying with friends or family, and 93
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(35.5%) were visiting for the day. This new data demonstrates a clear connection
between JCHS visitation and overnight stays and gives us a much stronger baseline
for measuring our tourism impact going forward.
JCHS Visitor Services staff also regularly serve as informal tourism resources,
recommending local restaurants, shops, attractions, and other things to see and do
based on visitors’ interests. We also work directly with local hotels and lodging
establishments to promote JCHS walking tours to their guests.
f.Collaboration:
JCHS works closely with a broad network of local and regional partners, including
Port Townsend Main Street, Washington State Parks, the Maritime Washington
National Heritage Area, local lodging establishments, and arts, cultural, and
tourism organizations throughout Jefferson County. These relationships support
cross-promotion, shared programming, referrals, and coordinated visitor
information.
6.How will you measure the effectiveness of your promotion, program, facility, event
or activity?
JCHS will measure effectiveness through overall attendance, program participation,
and visitor origin. We collect ZIP codes for Museum of Art + History visitors through
our admissions system. We will compare visitation and program participation year
over year and use website and digital analytics to measure the reach of our
promotion.
In 2026, JCHS expanded our visitor data collection to include lodging information
from out-of-town visitors, distinguishing between paid accommodations, stays with
friends or family, and day trips. We plan to continue this data collection in 2027 to
better estimate overnight stays associated with JCHS visitation.
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.)
i.JCHS will continue to document tourism impact and provide all
required quarterly and annual reports to the County, as we have
consistently done in prior years. Reporting will draw on our
attendance records, visitor-origin data, and expanded lodging data to
document tourists served, estimated overnight stays, and other
measures of tourism impact associated with JCHS visitation.
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7.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):
In 2025, JCHS welcomed 8,194 visitors to the Museum of Art + History and
Rothschild House, with an additional 3,564 participants in tours and
programs, for a total of 11,758 visits and program participants.
JCHS collects ZIP-code data for visitors to the Museum of Art + History. In
2025, 56% of Museum visitors traveled more than 50 miles, including 31%
from elsewhere in Washington, 23% from out of state, and 1.5%
international visitors. This demonstrates that a substantial portion of JCHS
visitation is tourism-related.
b.Estimated number of tourists who will attend your event/facility this year (2026):
Through the second quarter of 2026, JCHS welcomed 2,817 visitors to the
Museum of Art + History and Rothschild House, a 27% increase over the
same period in 2025.
Museum ZIP-code data shows that 46.3% of visitors traveled more than 50
miles, including 25% from elsewhere in Washington, 19.5% from out of
state, and 1.8% international visitors. Because complete 2026 data is
currently available only through Q2, this percentage likely underrepresents
tourist visitation for the full year. Historically, July and August are among
JCHS’s strongest months for out-of-town visitation, and those months will be
reflected in Q3 data. Based on the 27% year-to-date increase, JCHS
anticipates strong overall visitation through the remainder of 2026.
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).
Museums and cultural attractions contribute to local tourism economies by giving
visitors additional reasons to travel, stay longer, and spend money in the
communities they visit. According to the American Alliance of Museums, 76% of
U.S. leisure travelers participate in cultural or heritage activities such as visiting
museums, and these travelers spend 60% more on average than other leisure
travelers.
JCHS contributes to this economic activity by attracting visitors to our museums,
walking tours, and other programs throughout the year. These visitors contribute
to the broader Jefferson County economy through spending on lodging, dining,
shopping, recreation, and other local businesses and attractions.
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JCHS’s own 2026 data supports this connection locally. In our August survey of 262
out-of-county visitors, 48.5% were staying in paid overnight accommodation. This
gives JCHS a new baseline for documenting the connection between JCHS visitation
and lodging activity in Jefferson County.
8.Have you applied for any other LTAC funding, including other municipalities? If
yes, how much did you apply for and for what purpose or project?
Yes. In January 2026, JCHS was awarded $1,000 from the City of Port Townsend
LTAC to support the printing of a visitor map of downtown Port Townsend. JCHS has
not applied for any other LTAC funding.
9.Describe your organization’s area of expertise. Do you provide a unique service?
JCHS specializes in interpreting and sharing Jefferson County’s history, art, culture,
and heritage. Our professional staff bring expertise in historical research, exhibition
design, collections care, education, interpretation, and public programming. This
allows us to help visitors better understand the people, stories, and places that
have shaped this community. JCHS operates Jefferson County’s only
interdisciplinary museum with paid professional staff, as well as its only publicly
accessible, non-commercial art exhibition space.
For tourists, JCHS provides a foundation for understanding the place they have
come to experience. Our sites, exhibitions, walking tours, and programs help
visitors learn not only what they are seeing, but why this place looks and feels the
way it does, who has shaped it, and how its history, art, and culture continue to
inform the community today. We see this as an important part of sustainable
tourism: helping visitors develop curiosity, respect, and care for the places they
visit, rather than simply passing through them.
Our public-facing staff also serve as informal concierges for Jefferson County.
Visitors regularly come to us with questions about what else to see and do, where to
visit, and how to learn more about the community. We connect them with other
historic sites, arts and cultural organizations, local businesses, events, and
attractions throughout the county.
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:
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x Projected 2027 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.)
x 2026 Budget and Actual income and expenses year to date statement(s) (for example, Profit
& Loss and Balance Sheets).
x 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.
x Any letters of support
x 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.
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2027 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 OCTOBER 30, 2026 from 8:30 a.m. to 12:30
p.m. Applicants are welcome to attend the OCTOBER 30, 2026 meeting beginning at 8:30 a.m.
The County will provide meeting information for all complete applications. At that meeting, the
Committee will deliberate on RFP’s received. Following this meeting there will be a cure period
where the Committee may pose questions to applicants, and the applicants will have at least
five days to respond. This will be applicants’ only opportunity to provide clarifying
information about the application. There will be a further deliberation meeting of LTAC on
Friday, November 20, 2026 at 8:30 a.m. 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 2027
Organizations submitting proposals should be aware that the total available LTAC funding is
$1,004,000, of which up to $379,000 has been designated for destination marketing for
Jefferson County. Lodging tax awards will be available for allocation to eligible tourism
promotion activities through this RFP. This amount may also include $5,584 in staff administrative
costs to manage the grants and to process invoices, and $6,500 contingency fund for maintenance
of the Welcome to the Olympic Peninsula roundabout sign. County Ordinance 09-1207-98
provides for distribution of Lodging Tax as follows:
(1) Not more than 50 percent for the operation of tourist-related facilities, including but not
limited to Jefferson County Historical Society, Tourism Coordinating Council and Olympic
Peninsula Gateway Visitor Center.
(2) Not more than 25 percent for the acquisition and development of tourism-related facilities
owned or operated by a municipality or a public facilities district created under Chapters 35.57
and 36.100 RCW, including but not limited to the McCurdy Pavilion and Olympic Peninsula
Gateway Visitor Center.
(3) Not less than 25 percent for tourism promotion.
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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.
"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.
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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.
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 2026
Lodging tax funding.
ADDITIONAL CONSIDERATIONS:
Ŷ Promote Jefferson County and/or events, activities, and places in the County to potential
tourists from outside Jefferson County.
Ŷ 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.
Ŷ Have demonstrated potential or high potential from the Committee’s perspective to result
in documented economic benefit to Jefferson County.
16 | Page
Ŷ 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.
Ŷ Minimize duplication of services where appropriate and encourage cooperative marketing
and/or includes an element of cooperation or partnership.
Ŷ Provide, maintain, operate, or enhance County-owned tourism facilities or infrastructure.
RESPONSIBILITIES:
On or before April 30, 2027 (Q1); July 31, 2027 (Q2); October 31, 2027 (Q3); and January
31, 2028 (Q4), provide to the COUNTY:
x A quarterly report of the use, services, programs and activities of organization
for the quarter under this Agreement;
x 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:
x 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 are 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.
17 | Page
LODGING TAX ADVISORY COMMITTEE REVIEW CONSIDERATIONS
In developing its recommendations, the Committee considers:
Ŷ The estimated amount of lodging tax receipts for the coming year provided by the County
Administrator’s Office.
Ŷ Operational adaptations or pivots that ensure future organizational success of tourism
related activities and promotion.
Ŷ Thoroughness and completeness of the proposal.
Ŷ The relationship of proposed services to the areas of high priority identified by the
Committee.
Ŷ Percent of the proposal request to the event/facility promotions budget and overall
revenues.
Ŷ Percent of increase over prior year Jefferson County Lodging Tax funded proposal if any.
Ŷ 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.
Ŷ 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.”
Ŷ The applicant’s history of promotion success, reporting history and financial stability.
Ŷ Committee member general knowledge of the community and tourism-related activities.
Please be advised that if you are awarded less than your request, you may be asked to provide an
updated budget prior to finalizing your 2027 contract.
NOT CONSIDERED are requests for:
Ŷ Services to be provided beyond calendar year 2027.
Ŷ 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).
Ŷ 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
18 | Page
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.
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 -
19 | Page
ATTACHMENT A
Declaration of Capital Expenditures and Operations
1. The total amount of my request for LTAC funding is: $____$104,000___________
2. Of the total listed in Paragraph 1, above:
a. The amount requested for capital expenditures is: $________0__________
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:
$________104,000________________________
b. The requested operations expenditures are for:
Staff Salaries
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 29 day of September 2026 (date) (month) (year)
at Port Townsend
(city or other location, and state or country)
Tara McCauley
(Printed Name)
(Signature)
20 | Page
ATTACHMENT B
Insurance Certificate
21 | Page
ATTACHMENT C
Quarterly Report Template for reference
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 1
2026-2027 Coverage Confirmation
The terms, conditions, and exclusions shown here are brief overviews included in, but not limited to, the
coverages provided by the Non Profit Insurance Program. The terms and conditions offered may differ
from your prior Coverage Agreement and from what you requested in your submission. This document is
not intended to be used as a direct reflection of all coverages or to replace or alter the Coverage
Agreement in any way. Information represented in this Coverage Confirmation is subject to the exclusions,
terms, limitations, and conditions of the Non Profit Insurance Program Coverage Agreement. All specific
coverage, exclusion, and limitation questions should be referred directly to the Coverage Agreement and
all attached endorsements. In the event of differences, the NPIP Coverage Agreement will prevail.
Participating companies are non-admitted, unless otherwise stated. Non-admitted companies are not
regulated by the Washington State Insurance Commissioner and are not protected by the Washington
State Guaranty Fund. All surplus lines filings on any excess and surplus lines policies, if applicable, will
be filed on behalf of NPIP by Apex Insurance Agency, Inc. or Bridge Specialty Insurance Brokerage. The
Coverage Agreement is subject to audit. Defense costs are outside the limits for nonprofit members and
inside the limits for independent schools. For claims made coverages, Extended Reporting Periods may
be available upon request (information regarding basic ERPs is available in the coverage agreement).
Please note the limits shown here represent the combined full limits provided by multiple policies
from various carriers. It is the responsibility of the broker to review this document to confirm its accuracy.
All carriers listed herein are those who participate in the designated portions of the Coverage Agreement.
All carriers are subject to change prior to June 1, 2026.
Notice of Cancellation for Non-Payment
We may cancel this Coverage Agreement within 10 days in the event of non-payment of premium. Notice
of cancellation will be emailed to the Named Insured’s last known email address and will indicate the date
on which coverage is terminated. A copy will be emailed to the broker of record on file. Cancellations are
subject to a 25% minimum earned premium for members who do not give proper notice or submit timely
payment.
Member/Insured:
Jefferson County Historical Society
540 Water Street
Port Townsend, Washington 98368
Producer:
Homer Smith Insurance
Shepherd, Judy
PO Box 591
804 Water St.
Port Townsend, Washington 98368
Coverage Term: 6/1/2026 to 6/1/2027
Issue Date: 5/29/2026
Coverage Confirmation Expiration Date: 8/30/2026, at 12:01 a.m.
Member Coverage Number: NPIP262747308
Member Since: 9/1/2010
Authorized Signature:
Administered by Clear Risk Solutions
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 2
Coverage #: NPIP262747308
Covered Member: Jefferson County Historical
Society
Coverage Effective: 6/1/2026
COVERAGE CONFIRMATION
PROPERTY COVERAGE PART
Item 1.NPIP Program Retention:
Real and Personal Property Each Occurrence $500,000
Coverage Part
Item 2.Limit of Coverage:
Real and Personal Property Each Occurrence $150,000,000 Per all Members
Coverage Part of the Group Combined
Item 3.Sublimit of Coverage:
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for the
Real and Personal Property Coverage Part. These sublimits apply excess of the deductible per occurrence.
Accounts Receivable $100,000 Per Member
Additions, Alterations and Repairs N/A
Business Income and Extra Expense $250,000 + scheduled per Member
Computer Systems $1,000,000 Each Occurrence, Per Member
Electronic Data and Media $250,000 Each Occurrence, Per Member
Computer Systems and Electronic Data and Media $10,000,000 Annual Group Aggregate
Contractors’ Equipment $100,000 Per Member
Debris Removal Lesser of 20% or $500,000 Per Member
Fine Arts $100,000 Per Member
Newly Acquired or Constructed Property, Real and
Personal Property
$1,000,000 Per Member
Ordinance or Law
Undamaged Portion of Building 100% of value of damaged building Per Property
Schedule
Increased Costs of Construction Lesser of 25% of value of damaged building or
$500,000 Per Member
Costs of Demolition Lesser of 25% of value of damaged building or
$500,000 Per Member
Personal Property in Transit $100,000 Per Member
Pollutant Clean Up and Removal $100,000 Annual Group Aggregate
Property Off-Premises $250,000 Per Member
Valuable Papers and Records including cost of research $100,000 Per Member
Personal Property Owned by Employees – Per Employee $5,000
Personal Property Owned by Employees – Each
Occurrence
$50,000
Personal Property Owned by Employees – Annual Group
Aggregate
$250,000
Personal Property of Others – Per Person $5,000
Personal Property of Others – Each Occurrence $50,000
Personal Property of Others – Annual Group Aggregate $50,000
Fire Department Service Charge $25,000 Per Member
Business Income and Extra Expense for Utility Service
Interruption
$250,000 Per Member
Unnamed Locations $250,000 Per Member
Unintentional Errors & Omissions $250,000 Per Member
Artificial/Paved Surfaces $200,000 Per Member
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 3
Sewer, Drain or Sump Back-up or Over Flow $25,000
Item 4.Additional Coverages/Endorsements:
Flood - Each Occurrence and Annual Aggregate Per
Member
Excluded
Property located at the time of loss in any flood zone
identified by FEMA as Zones A, AO, AH, A1 through
30, AE, A99, AR, AR/A1 through 30, AR/AE, AR/AO,
AR/AH, AR/A, VO, V1 through 30, VE and V; or hold
a similar high risk FEMA rating are excluded.
Flood – Group Annual Aggregate $25,000,000
Earthquake – Each Occurrence and Annual
Aggregate Per Member
Excluded
Earthquake – Group Annual Aggregate $25,000,000
Auto Physical Damage (except while in transit) $2,000,000
Auto Physical Damage (while in transit)
Auto Physical Damage Group Annual Aggregate
$300,000
$20,000,000
Margin Clause The most we will pay for Ultimate Net Loss in any one
occurrence at a premises described in the Property
Schedule on file with the Insurer is 125% of the values
shown on such schedule on file with the Insurer for Real
Property and Personal Property at such described premises.
This margin clause does not apply to Increased Cost of
Construction or Demolition Costs as provided under the
Ordinance or Law Coverage Extension, Debris Removal
Coverage Extension, Pollutant Clean Up and Removal and
the Fire Department Service Charge Coverage Extension,
all subject to the Real and Personal Property Coverage Part
Limit of Coverage and other policy terms and conditions.
Item 5.Deductibles:
The NPIP Program Retention listed above is in addition to the deductibles below.
Real and Personal Property
(except Earthquake, Flood, and Auto Physical Damage for Scheduled Automobiles)
Real and Personal Property Each Occurrence See Schedule
Water Damage Each Occurrence See Schedule
Miscellaneous Equipment Each Occurrence $500
Earthquake: Excluded
Flood: Excluded
Automobile Physical Damage (coverage scheduled by vehicle):
Comprehensive and/or Collision See Schedule
Rock Chip Repairs: $0
Broken windshield replacement See schedule (subject to APD deductible)
Rental Vehicles: $500 Per Occurrence.
Item 6. Participating Carriers:
The following carriers are anticipated to participate in the designated portions of the Property Coverage. Carriers
are subject to change prior to June 1, 2026.
PROPERTY COVERAGE:
(Limits listed below reflect the carrier’s respective participation in the Combined Group Limit, per Occurrence)
Munich Reinsurance America, Inc. A+ XV (Non-Admitted) Primary $5M
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 4
National Union Fire Insurance Co. of
Pittsburgh, PA. (Lexington)
A XV (Admitted) Part of $5M excess $5M
Canopius US Insurance, Inc A- XV (Non-Admitted) Part of $5M excess $5M
Endurance American Specialty Insurance
Company
A+XV (Non-Admitted) Part of $5M excess $5M
Ironshore Indemnity Inc A XV (Admitted) Part of $20M excess $10M
National Union Fire Insurance Co. of Pittsburgh,
PA
A XV (Admitted) Part of $20M excess $10M
Westfield Specialty Insurance Company A XV (Non-Admitted) Part of $20M excess $10M
Fidelis Insurance Bermuda Ltd. (London) A XV (Non-Admitted) Part of $20M excess $10M
Certain Underwriters at Lloyds (Synd #3623) A+ XV (Non-Admitted) Part of $20M excess $10M
Canopius US Insurance, Inc.A- XV (Non-Admitted) Part of $20M excess $10M
Aspen Specialty Insurance Company A XV (Non-Admitted) Part of $20M excess $10M
StarStone Specialty Insurance Company A XIII (Non-Admitted) Part of $65M excess $10M
Arch Specialty Insurance Company A+ XV (Non-Admitted) Part of $45M excess $30M
Axis Surplus Insurance Company A XV (Non-Admitted) Part of $45M excess $30M
Fidelis Insurance Bermuda Ltd. (London) A XV (Non-Admitted) Part of $45M excess $30M
Certain Underwriters at Lloyds (London QBE, KI,
ARK)
A+ XV (Non-Admitted) Part of $45M excess $30M
Swiss Re Corporate Solutions America
Insurance Corporation
A+XV (Non-Admitted) Part of $45M excess $30M
RSUI Indemnity Company A++ XV (Admitted) Part of $25M excess $75M
Fidelis Insurance Bermuda Ltd. (London) A XV (Non-Admitted) Part of $25M excess $75M
Starr Surplus Lines Insurance Company A XV (Non-Admitted) Part of $90M excess $10M
Munich Reinsurance America, Inc. A+ XV (Non-Admitted) Part of $90M excess $10M
MSIG Specialty Insurance USA Inc. A+ XV (Non-Admitted) Part of $50M excess $100M
Liberty Surplus Insurance Group A XV (Non-Admitted) Terrorism Part of $100M
EARTHQUAKE COVERAGE:
(Limits listed below reflect the carrier’s respective participation in the Combined Group Aggregate Limit)
Munich Earthquake Tower Option: $25,000,000 Combined Group Aggregate
Munich Reinsurance America, Inc.A+ XV (Non-Admitted) Primary $5M
National Union Fire Insurance Co. of
Pittsburgh, PA. (Lexington)
A XV (Admitted) Part of $5M excess $5M
Canopius US Insurance, Inc A- XV (Non-Admitted) Part of $5M excess $5M
Endurance American Specialty Insurance
Company
A+XV (Non-Admitted) Part of $5M excess $5M
Ironshore Indemnity Inc A XV (Admitted) Part of $15M excess $10M
National Union Fire Insurance Co. of Pittsburgh,
PA
A XV (Admitted) Part of $15M excess $10M
Westfield Specialty Insurance Company A XV (Non-Admitted) Part of $15M excess $10M
Certain Underwriters at Lloyds (Synd #3623 A+ XV (Non-Admitted) Part of $15M excess $10M
Fidelis Insurance Bermuda Ltd. (London) A XV (Non-Admitted) Part of $15M excess $10M
Canopius US Insurance, Inc.A- XV (Non-Admitted) Part of $15M excess $10M
Aspen Specialty Insurance Company A XV (Non-Admitted) Part of $15M excess $10M
Bridge Specialty Earthquake Tower Option: $25,000,000 Combined Group Aggregate
Mt. Hawley Insurance Company A++ XIV (Non-Admitted) Part of $25M
Landmark American Insurance Company A++ XV (Non-Admitted) Part of $25M
Arch Specialty Insurance Company A+ XV (Non-Admitted) Part of $25M
Dellwood Specialty Insurance Company A- VIII (Non-Admitted) Part of $25M
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 5
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
CRIME COVERAGE PART
Item 1. NPIP Program Retention:
Crime Coverage Part Each Occurrence $500,000
Item 2. Limit of Coverage:
Crime Coverage Part Each Occurrence/Member Agg $1,000,000
Crime Coverage Part Group Aggregate $5,000,000
Coverage for ERISA Plans is provided within the Crime Coverage Part. Please refer to the
Coverage Agreement for all terms, conditions and exclusions related to ERISA coverage.
Item 3. Sublimits of Coverage:
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for
the Crime Coverage Part. These sublimits apply excess of the deductible per occurrence.
Employee Theft - Per Loss Coverage $1,000,000
Employee Theft - Per Employee Coverage Not Applicable
Forgery or Alteration $1,000,000
Inside the Premises - Money and Securities $100,000
Inside the Premises – Robbery or Safe Burglary of Other $100,000
Property
Outside the Premises - Money and Securities $100,000
Computer Fraud $100,000
Funds Transfer Fraud $100,000
Money Orders Counterfeit Paper Currency $100,000
Item 4.Deductibles:
The NPIP Program Retention listed above is in addition to the deductibles listed below.
Employee Theft - Per Loss Coverage $1,000 Each Occurrence
Forgery or Alteration $1,000 Each Occurrence
Inside the Premises - Money and Securities $1,000 Each Occurrence
Inside the Premises – Robbery or Safe Burglary of Other
Property
$1,000 Each Occurrence
Outside the Premises - Money and Securities $1,000 Each Occurrence
Computer Fraud $1,000 Each Occurrence
Funds Transfer Fraud $1,000 Each Occurrence
Money Orders Counterfeit Paper Currency $1,000 Each Occurrence
Item 5. Participating Carriers:
Munich Reinsurance America, Inc. (A+ XV) Non-Admitted
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 6
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
GENERAL LIABILITY COVERAGE
Item 1.NPIP Program Retention:
General Liability Coverage Part Each Occurrence $500,000
Item 2.Limit of Coverage:
General Liability Coverage Part Each Occurrence Per Member $2,000,000
General Liability Coverage Part Member Aggregate $4,000,000
Group Aggregate $50,000,000
Item 3.Sublimits of Coverage and Additional Coverages/Endorsements:
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for
the General Liability Coverage Part. These sublimits apply excess of the deductible per occurrence.
General Liability
Products & Completed Work Liability $2,000,000 Per Occurrence
$4,000,000 Annual Aggregate
Fire Damage Liability $1,000,000 Each Occurrence Per Member
Other Than Fire Damage Liability $250,000 Each Occurrence Per Member
Employee Benefits Liability (Claims-Made Form) $2,000,000 Each Claim Per Member
Employee Benefits Liability (Claims-Made Form) $2,000,000 Member Aggregate
Employer’s Liability $1,000,000 Each Occurrence Per Member
Employer’s Liability $2,000,000 Member Aggregate
$10,000,000 Group Aggregate
Sexual Abuse (Claims-Made Form)$2,000,000 Each Claim Per Member
Sexual Abuse (Claims-Made Form)$4,000,000 Member Aggregate
$20,000,000 Group Aggregate
Failure to Supply $250,000 Each Occurrence Per Member
Garage Liability $1,000,000 Each Accident Per Member
Medical Expenses – Each Person (Excludes
Students)
$5,000
Medical Expenses – Each Accident $25,000
Traumatic Event Response Coverage:
Crisis Expense Sublimit $100,000
Crisis Property Improvements Sublimit Included in Crisis Expense Sublimit
Traumatic Event Response Group
Aggregate
$250,000
Item 4.Retroactive Dates:
Employee Benefits Liability – Primary $2,000,000 9/1/2010
Sexual Abuse Liability – Primary $2,000,000 9/1/2010
Item 5. Deductibles:
The NPIP Program Retention listed above is in addition to the deductibles below.
General Liability $0 Per Occurrence
Item 6. Participating Carriers:
Munich Reinsurance America, Inc. (A+ XV)Non-Admitted Primary $5M per Occurrence
$10M Member Aggregate
$5M Member Aggregate EBL
$50M Group Aggregate
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 7
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
AUTOMOBILE LIABILITY COVERAGE PART
Item 1.NPIP Program Retention:
Automobile Liability Coverage Part Each Accident $500,000
Item 2.Limit of Coverage
Automobile Liability Coverage Part Each Accident Per Member $2,000,000
Automobile Liability Coverage Part Group Aggregate N/A
Item 3.Sublimits of Coverage and Additional Coverages/Endorsements:
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for
the Automobile Liability Coverage Part. These sublimits apply excess of the deductible per occurrence.
Automobile Liability
Auto UM/UIM* $1,000,000 Each Accident
*In states other than Washington, UIM limit will not exceed each state's statutory minimum for UIM coverage
Garagekeepers Liability $1,000,000 Each Accident Per Member
Hired Physical Damage $250,000 Each Accident Per Member
Automobile Medical Expenses – Each Person
(Excludes Students)
$5,000 Each Accident
Automobile Medical Expenses – Each
Accident
Non-Owned Automobile Liability
$25,000 Each Accident
$2,000,000 Each Accident
Item 4. ceduDtibles:
The NPIP Program Retention listed above is in addition to the deductibles below.
Automobile Liability See Schedule Each Accident
Uninsured/Underinsured Motorist Coverage
Property Damage $100 / $300 Each Accident
Bodily Injury $0 Each Accident
In states other than Washington, UIM deductibles will not exceed each state’s statutory maximum for
UIM coverage.
Item 5. PartiDipating Carriers:
Munich Reinsurance America, Inc. (A+ XV) Non-Admitted Primary $5M per Occurrence
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 8
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
WRONGFUL ACTS LIABILITY COVERAGE PART
Item 1.NPIP Program Retention:
Wrongful Act Liability Coverage Part Each Wrongful Act $500,000
Item 2.Lef vStiubel :
The NPIP Program Retention listed above is in addition to the deductibles below.
Wrongful Act Liability Coverage Part Each Wrongful Act $1,000
Wage & Hour Law Defense Costs Each Incident $0
EEOC Defense Costs Each Incident $0
Item 3.simit od Co/ erage:
Claims-Made Form
Wrongful Act Liability Coverage Part
(Includes Directors & Officers)
Each Wrongful Act Per Member $2,000,000
Wrongful Act Liability Coverage Part
(Includes Directors & Officers)
Member Aggregate $2,000,000
Group Aggregate $40,000,000
Item 4.cvubimitl od Co/ erage anf Af f itionab Co/ eragel DEnf orl ementl :
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for
the Wrongful Act Liability Coverage Part. These sublimits apply excess of the deductible per occurrence.
Fiduciary Liability $2,000,000 Each Wrongful Act and Member Aggregate
Sexual Harassment $2,000,000 Each Wrongful Act and Member Aggregate
Wage & Hour Law Defense $50,000 Each Incident and $500,000 Group Aggregate
EEOC Defense Costs $25,000 Each Incident and $350,000 Group Aggregate
Item 5.RetroaSti/ e Latel :
Wrongful Acts Liability – Primary $2,000,000 6/1/1986
Sexual Harassment – Primary $2,000,000 9/1/2010
Fiduciary Liability – Primary $2,000,000 6/1/1986
Item 6. PartiSipating Carrierl :
Munich Reinsurance America, Inc. (A+ XV)Non-Admitted Primary $5M per Claim
$5M Member Aggregate
$40M Group Aggregate
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 9
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
MISCELLANEOUS PROFESSIONAL LIABILITY COVERAGE PART
Item 1.NPIP Program Retention:
Miscellaneous Professional Liability Coverage Part Each Wrongful Act $500,000
Item 2. Deductibles:
The NPIP Program Retention listed above is in addition to the deductibles below.
Miscellaneous Professional Liability Each Wrongful Act $1,000
Item 3.Limit of Coverage:
Claims-Made Form
Miscellaneous Professional Liability Each Wrongful Act Per Member $2,000,000
Miscellaneous Professional Liability Member Aggregate $2,000,000
Group Aggregate $40,000,000
Item 4.Retroactive Dates:
Miscellaneous Professional Liability – Primary $2,000,000 9/1/2010
Item 5. Participating Carriers:
Munich Reinsurance America, Inc. (A+ XV)Non-Admitted Primary $5M per Claim
$5M Member Aggregate
$40M Group Aggregate
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 10
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
EQUIPMENT BREAKDOWN COVERAGE
Item 1.NPIP Program Retention:
Equipment Breakdown Coverage One Accident $100,000
Item 2.Limit of Coverage:
Equipment Breakdown Coverage One Accident $100,000,000
Item 3.Sublimits of Coverage:
The Sublimits of Coverage shown below are part of and not in addition to the Limit of Coverage shown above for
Equipment Breakdown Coverage.
Property Damage Included
Demolition $500,000
Expediting Expenses Included
Hazardous Substances $1,000,000
Perishable Goods (Spoilage) $500,000
Green Excluded
Data Restoration $100,000
Mold $100,000
Service Interruption $100,000
Business Income Included
Civil Authority Excluded
Extra Expense Combined with Business Income
Contingent Business Income $100,000
Off Premises Equipment Breakdown $100,000
Ordinance or Law Included
Extended Period of Restoration: 60 days
Newly Acquired Locations Included, 365 Days
Public Relations Excluded
Service Interruption Waiting Period: 24 hours
Item 4.Deductibles:
Deductibles are part of and not in addition to the NPIP Program Retention listed above.
Equipment Breakdown Coverage Part $1,000 Each Accident
Item 5. Participating Carriers
Hartford Steam Boiler Inspection & Insurance Company (A++ XII) Admitted
5/29/2026 NPIP 2026-2027 Coverage Confirmation Page 11
Coverage #: NPIP262747308 Coverage Effective: 6/1/2026
Covered Member: Jefferson County Historical Society
COVERAGE CONFIRMATION
CYBER LIABILITY
Item 1. NPIP Program Retention:
All Coverages $100,000 Per Claim
NPIP Retention Aggregate $1,000,000 Per Policy
Item 2. Deductible:
The deductibles listed below are part of and not in addition to the NPIP Program Retention per Claim listed
above.
All Coverages $10,000 per Claim
Except:
Loss of Business Income 8 Hours waiting period
Reputational Harm Expense 12 Hours waiting period
Item 3.Limit of Coverage:
Member Annual Policy Aggregate $2,000,000
Group Combined Annual Policy Aggregate $5,000,000
Item 4. Sublimits of Coverage:
The Sublimits of Coverage shown below do not increase the overall Limits listed above.
a. Liability Costs Per Claim and Aggregate $2,000,000
b. PCI Costs Per Claim and Aggregate $2,000,000
c. Regulatory Costs Per Claim and Aggregate $2,000,000
d.Media Liability Per Claim and Aggregate $2,000,000
e.Business Interruption Loss Per Claim and Aggregate $2,000,000
(Including Extra Expense & Voluntary Shutdown)
f.System Failure Per Claim and Aggregate $2,000,000
(Including Extra Expense & Voluntary Shutdown)
g. Contingent Business Interruption Loss Per Claim and Aggregate $2,000,000
(Including Extra Expense)
h. Contingent System Failure Per Claim and Aggregate $2,000,000
(Including Extra Expense)
i. Data Restoration Per Claim and Aggregate $2,000,000
j. Extortion Costs (with MFA)Per Claim and Aggregate $2,000,000
Extortion Costs (no MFA)Per Claim and Aggregate $1,000,000
k. Cowbell Breach Fund Per Claim and Aggregate $2,000,000
l. Cyber Crime Loss Per Claim and Group Aggregate $250,000
(Includes Social Engineering Financial Fraud)
m.Bricking Costs Per Claim and Aggregate $2,000,000
n.Reputational Harm Expense Per Claim and Aggregate $2,000,000
o. Business Impersonation Costs Per Claim and Aggregate $2,000,000
p. Criminal Rewards Costs Per Claim and Group Aggregate $100,000
q. Utility Fraud Attack Endorsement Per Claim and Group Aggregate $100,000
r. Cryptojacking Per Claim and Group Aggregate $100,000
s.California Consumer Privacy Act Per Claim and Aggregate $2,000,000
t.General Data Protection Regulation Per Claim and Aggregate $2,000,000
Item 5. Retro Active Date: (Coverages a., b., c., and d. above)Full Prior Acts
Item 6. Participating Carriers:
Chaucer Insurance Company DAC (A XV) Non-Admitted Primary $5,000,000
Projected 2027 promotion, program, facility, event or activity budget
Position FTE
Hourly
rate
Hours per
year TOTAL
Program Manager 0.8FTE $29.50 1664 49,088.00$
Visitor Services Associate 0.6FTE $22 1248 27,456.00$
Visitor Services Associate 0.6FTE $22 1248 27,456.00$
Total request 104,000.00$
Budget vs. Actuals Report
2026-Q2 and Annual Budgets
Actual Budget
Over/Under
Budget
Annual
Actual
Annual
Budget
Over/Under
Annual Budget
REVENUE
4 JCHS INCOME
Total 40 SALES/EARNED 70,601.36 39,909.99 30,691.37 79,841.08 159,640.00 -79,798.92
Total 41 CONTRIBUTIONS/DONATIONS 33,927.01 46,000.02 -12,073.01 66,072.06 184,000.00 -117,927.94
Total 42 GOVERNMENT -23,900.01 -23,900.01 48,886.00 95,600.00 -46,714.00
Total 43 INVESTMENT EARNINGS 387.46 1,250.01 -862.55 (236.38) 5,000.00 -5,236.38
Total 45 OTHER MISCELLANEOUS INCOME 3,000.00 249.99 2,750.01 5,000.00 1,000.00 4,000.00
Total 4 JCHS INCOME 107,915.83 111,310.02 -3,394.19 199,562.76 445,240.00 -245,677.24
Total for Revenue 107,915.83 111,310.02 -3,394.19 199,562.76 445,240.00 -245,677.24
Cost of Goods Sold
Total 5 COST OF GOODS SOLD 2,249.46 1,625.01 624.45 4,457.11 6,500.00 -2,042.89
GROSS PROFIT 105,666.37 109,685.01 -4,018.64 195,105.65 438,740.00 -243,634.35
Actual Budget
Over/Under
Budget
Annual
Actual
Annual
Budget
Over/Under
Annual Budget
EXPENDITURES
6 JCHS EXPENSES
Total 60 MARKETING & PUBLIC RELATIONS 1,106.37 1,396.23 -289.86 1,575.37 5,585.00 -4,009.63
Total 61 ADMINISTRATIVE 1,916.85 3,924.99 -2,008.14 5,134.09 20,700.00 -15,565.91
Total 62 PRINTING 1,374.86 3,650.04 -2,275.18 6,286.13 14,600.00 -8,313.87
Total 63 TECHNOLOGY 5,108.66 6,342.51 -1,233.85 11,858.42 25,370.00 -13,511.58
Total 64 EMPLOYEE EXPENSES 113,512.66 121,416.21 -7,903.55 219,791.98 485,665.00 -265,873.02
Total 65 MAILING 397.00 $ 1,500.00 -1,103.00 $ 486.55 $ 6,000.00 -5,513.45
Total 66 LICENSING, PERMITS, FEES -4,884.01 216.24 -5,100.25 306.73 865.00 -558.27
Total 67 FACILITIES 2,588.46 4,149.99 -1,561.53 5,679.44 16,600.00 -10,920.56
Total 68 PROFESSIONAL SERVICES 4,619.06 10,050.00 -5,430.94 11,871.71 40,200.00 -28,328.29
Total 69 SUPPLIES 2,264.29 3,761.22 -1,496.93 6,307.81 15,045.00 -8,737.19
Total 6 JCHS EXPENSES 128,004.20 156,407.43 -28,403.23 269,298.23 630,630.00 -361,331.77
Total Expenditures 128,004.20 156,407.43 -28,403.23 269,298.23 630,630.00 -361,331.77
NET OPERATING REVENUE -22,337.83 -46,722.42 24,384.59 -74,192.58 -191,890.00 117,697.42
Tuesday, Jul 07, 2026 08:48:20 PM GMT-7 - Accrual Basis
Apr - Jun, 2026 Total
Page 1 of 1
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As of September 2026
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Ann Welch (President)
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Aldryth O’Hara (Treasurer)
Cameron Roberts
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David Brownell
JoAnn Bussa
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Pete an]ley
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Tim Caldwell
July 13, 2026
Awards of Excellence Awards Committee
Washington Museum Association (WaMA)
c/o CCHS
1511 Main St, Vancouver, WA 98660
RE: Support for Jefferson County Historical Society’s Award of Excellence
Nomination
Dear Awards Committee,
On behalf of the City of Port Townsend, I am pleased to offer our enthusiastic support for
the Jefferson County Historical Society's (JCHS) newly reimagined Museum of Art + History.
As the owner of the historic 1892 City Hall building, the City has worked with JCHS for
many years to preserve and activate one of Port Townsend's most iconic historic buildings.
The recently completed museum project is an outstanding achievement in both exhibition
design and the thoughtful stewardship of a civic landmark.
The accessibility improvements are a major accomplishment, in particular. JCHS’s
carefully executed building modifications have made the museum substantially more
accessible while respecting the architectural integrity of this National Historic Landmark.
JCHS has demonstrated that historic preservation and accessibility are complementary
goals.
The new rotating exhibition format better serves today’s community than previously in that
over the years, more artifacts, archives, and local stories will be showcased. Additionally,
by combining local history and art with contemporary issues, the museum has become
more relevant to residents while continuing to provide visitors with an authentic
introduction to Port Townsend. Altogether, the museum now offers a more inclusive and
holistic understanding of who we are as a community and how our history continues to
shape the present.
Finally, the museum now features interpretation of the building itself, allowing visitors to
learn how each room once functioned as part of City government, deepening appreciation
for local civic history.
**This letter of support was originally written in
support of JCHS's Award of Excellence nomination
to the Washington Museum Association. While
written for a different purpose, we are including it
here because it offers a meaningful external
endorsement of the value, impact, and strengths
of the newly renovated Museum of Art + History.
The City is proud to have this museum representing Port Townsend's arts, history, and
culture. We wholeheartedly support the Jefferson County Historical Society's nomination
and congratulate them on this exceptional achievement.
Please do not hesitate to reach out directly if you have questions – and I am happy to speak
to the user experience beyond my professional role as a member of the community
inspired by what JCHS has achieved.
Thank you for your consideration,
John Mauro, City Manager
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