HomeMy WebLinkAboutJefferson County Historical Society $76,544 RECEIVED
2024 Request for Proposal Packet SEP l l ,n �
JEFFERSON COUNTY
Lodging Tax/Tourism Promotion COMMISSIONERS
This packet is for the 2024 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 will only consider
complete and signed proposals that include all of the requested
information and documents, and that are submitted by the deadline:
MONDAY, SEPTEMBER 11, 2023 by 4:30 pm
Digital Delivery only for Proposals to afmcknight@co.jefferson.wa.us
2024 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 2024 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 2024. 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 proposals will not be considered by LTAC.
• To be considered, a fully completed and signed digital application (digital signatures
acceptable) must be received at afmcknightCa�co.jefferson.wa.us by the deadline listed above.
• The preferred format for a digital application is a single PDF file attached to an email. If
necessary, multiple files in either PDF or Microsoft Word may be attached to a single email as
a complete digital application.
• 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.
it
RECEIVED
SEP 11
2023
JEFFERSON COUNTY
COMMISSIONERS
2024 Proposal Checklist for Tourism Promotion Activities
Organization Name Jefferson County Historical Society
Community Engagement and Research Center Team Support
Event Name, if different
Proposed Contract Amount: $76,544
Proposals must completely address the questions, and all requested supplemental
information must be provided. Incomplete or late proposals will 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:
X Signed and Dated Proposal Summary Sheet
X Section 1 - Itemized list of proposed services and estimated costs.
X Section 2 - Proposal Questions.
X Section 3 - Proposed 2024 promotion, facility, event or activity budget.
X Section 3 — 2023 budget and year-to-date income and expense statement(s).
X Section 3 - List of names and addresses of the organization's current Board of Directors.
Name and contact information for event chairperson, if applicable.
X 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 received and date stamped at the Jefferson County Administrator's Office, 1820 Jefferson
Street, P.O. Box 1220, Port Townsend, WA 98368 by MONDAY SEPTEMBER 11, 2023.
Documents submitted to the County are public records, potentially eligible for release.
RECEIVED
SEP 1 1
2023
2024 Proposal Checklist for Tourism Promotion A '4V @ -v
Proposal Deadline: MONDAY SEPTEMBER 11, 2023 at 4:30 pm (received, not postmarked)
Address To: Jefferson County Lodging Tax Advisory Committee
Mailing Address: P.O. Box 1220, Port Townsend WA 98368
Delivery Address: Jefferson County, County Administrator's Office,
1820 Jefferson Street, Port Townsend, WA 98368
Email Address: afmcknight(a�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 St Port Townsend WA 98368
Contact Name Tara McCauley
Contact Address 540 Water St Port Townsend WA 98368
Day Phone 360-385-1003 Evening or Cell Phone 206-949-2598
E-Mail Address tara@jchsmuseum.com
Facility/Event (if applicable) Community Engagement and Research Center Team Support
Total Lodging Tax Request: $: $76,544
Estimated 2024 org. operating
budget (Incl. Lodging Tax funds) $: $600,000
If asking for funds for a specific n/a Dollar Amount
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. $
Total Project Revenue Budget $
Did your organization receive Lodging Tax Funds from the County in 2023? ___X_ 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.
09/08/23
Sign Name: d„<<Ca_ Date:
Tara McCauley, Interim Executive Director
Print Name and Title:
1 . Itemize
d List of Proposed Tourism Promotion Services
Organization (or Event) Name: Jefferson County Historical Society // Community Engagement
and Research Center Team Support
In the following space or on a separate sheet of paper, please specify each proposed tourism
promotion, facility, event or activity, including quantities and costs (see examples at bottom of
page).
2024 PROPOSED LTAC FUNDING BUDGET
COMMUNITY ENGAGEMENT AND RESEARCH CENTER TEAM SUPPORT
% FTE
Position Requested Hourly Rate Total
Community Engagement Coordinator 0.75 $ 23.00 $ 35,880.00
Program Coordinator 0.50 $ 23.00 $ 23,920.00
Research Center Coordinator 0.35 $ 23.00 $ 16,744.00
TOTAL $ 76,544.00
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 1-5 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.
2. Proposal Questions
Please confine your answers to no more than one page for each question.
1. Tell us about your promotion, 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, facility, event or activity including its purpose, history, etc.),
and describe your organization's track record.
The Jefferson County Historical Society (JCHS) has a mission to collect, research, exhibit, and
deliver programs that bring people together to share, learn and be inspired by Jefferson County
arts and heritage.
Founded in 1879 and established in our primary museum space in the Historic City Hall Building in
1951,JCHS work has long supported the advancement of the arts, humanities, and historic
preservation for the benefit of the public. The structure of the organization has gradually adapted
to the changing needs of the community and an increased demand for our services, including an
evolving relationship with county government. A JCHS staff position was, at one time, funded by
the County through the general fund. Upon the creation of the Lodging Tax, it was determined that
JCHS staff should no longer be paid from the general fund and instead receive an allocation of
Lodging Tax to pay for operations. Many years later, JCHS has grown to manage four sites: two
historic houses (the Commanding Officer's Quarters and the Rothschild House) in partnership with
Washington State Parks, the Research Center, and the Jefferson Museum of Art & History in
Historic City Hall.
JCHS staff and Trustees are aligned around the importance of heritage tourism at our sites and
throughout the broader Olympic Peninsula, as a vast majority of travelers visit museums and
historic sites while abroad. These experiences help visitors better understand and connect to their
destinations and create strong foundations for other regional tourism opportunities. The
organization is actively building and utilizing relationships in the county to play to unique strengths
and draw people to this special place.
LTAC funding in 2024 will partially fund the Community Engagement Team, who oversee the visitor
experience at the Jefferson Museum and two historic houses, as well as all events and programs,
including downtown walking tours. It will also partially support the Research Coordinator, who is the
"face" of our Research Center and continuously collaborates on our public programs.
JCHS is committed to using the lenses of art, history, and community to share the diverse stories
of this place, and that values-based approach helps ensure that people of all backgrounds have
access to high quality experiences when visiting Jefferson County.
2. If this is a continuing promotion, facility or event, how is it different than in the past?
This proposal is based on JCHS's rich contribution to heritage tourism. This year's focus is on
supporting the most public-facing staff members.
To effectively fulfill the JCHS mission, it's not just about diligent research or innovative exhibitions
and programs. The heart of these efforts lies in having passionate front-line staff who are deeply
committed to engaging with the community and are experts in interpretation and customer
service.
This team is enthusiastic about sharing Jefferson County's arts and heritage with every visitor,
whether they're local or visiting Jefferson County. These positions are:
• Community Engagement Coordinator: responsible for the visitor experience at our two
historic house museums and the Jefferson Museum of Art and History.
• Program Coordinator: responsible for our public programs, including lectures,family days,
and downtown historic walking tours.
• Research Center Coordinator: responsible for the visitor experience at the Research
Center as well as research support for public programs.
3. Describe how you intend to market/promote your promotion, facility, event or activity
to potential tourists who reside outside Jefferson County.
b) The timeline for the tourism promotion activity you are proposing (e.g. May through July,
2024)
The Jefferson Museum of Art & History is open to the public with a robust programs calendar
March — December, while the Research Center is open year-round. The historic house museums
are open May — September each year. Walking tours are offered weekly to the public in July and
August, and by arrangement March — November. JCHS has an exclusive annual tour contract with
American Cruise Lines April - October. Exhibits are changed seasonally with concurrent events and
programs including free exhibition openings, Free First Saturdays, speaker presentations, and more.
c) Target Audience
JCHS aims to serve both locals and tourists alike. Overall, more visitors to our sites are visiting from
out-of-county, as high as 80% during the summer. In 2023, we saw 38% of visitors from outside of
Jefferson County in January - March; in April — June that percentage jumped to 77%!
d) Promotion methods you intend to use to reach the target audience.
Promotion is primarily activated through digital marketing and includes our website, e-news,
Facebook, Vimeo, Google Business, and Soundcloud. In late 2022 we invested $5,000 in a new
website. We utilize earned and paid media in two local newspapers (the Peninsula Daily News and
the Leader) and one local magazine (Strait Up), and we print flyers, posters, and banners for
exhibition and program promotion, and distribute rack cards to local hotels and businesses
advertising sites and tour programs. For the remainder of the year and into 2024, JCHS will be
investing further in our marketing efforts to expand reach, engagement, and awareness.
e) Describe how you will promote overnight stays at Jefferson County lodging
establishments.
When visiting new places, people first and foremost want to understand more about the history,
culture, and community of that place. Visiting local museums and historic sites is one of the most
popular travel activities; in fact a recent study from the American Alliance for Museums reports
that 76% of all U.S. leisure travelers participate in cultural or heritage activities such as visiting
museums. Thus, by providing excellent day-time activities for visitors to Jefferson County, JCHS
helps promote overnight travel. Further, by being welcoming and knowledgeable ambassadors at
all sites, the Community Engagement staff help direct guests to options on what to do, where to
stay, and where to visit across the peninsula. Additionally, local hoteliers regularly use our photo
collection for decorating their spaces, as the rich history of this area is part of the tourism draw.
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:
JCHS works with many partners to cross-promote events and collaborate on programming.
Examples of this include:
- Our annual History Hikes program with the North Olympic History Center
- Our annual Dino Day family program with the Burke Museum
- Our annual Holiday Extravaganza program with KPTZ 91.9FM
- Ongoing consultation and collaboration with The Jamestown S'Klallam Tribe
- Participation in local happenings hosted by Port Townsend Main Street, the Production
Alliance, and East Jefferson Fire and Rescue
- Our ongoing operating agreements with Washington State Parks for the operations of the
Commanding Officer's Quarters and the Rothschild House
4. How will you measure the effectiveness of your promotion, facility, event or activity?
Also, describe how you will document and report to the County the economic impact
from your event/facility. (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.)
JCHS measures success through a combination of qualitative and quantitative factors, including
visitation and program participation numbers, visitor satisfaction, and sustained engagement with
our organization via membership, repeat visitation, program or project collaboration, and donation.
Visitation to our four sites is processed and tracked through Square and our ticketing system
(SimpleTix); visitor feedback is gathered via surveys, guest books, and conversation.
Historically we have reported the impact of our LTAC funding to the County quarterly. For 2024,
we can certainly provide further data on jobs supported,tax revenue, and broader data on the
economic impact of the museum sector.
5. What economic impact can we expect in Jefferson County from your proposed
promotion, facility, event or activity?
a.) Actual or estimated number of tourists at your event/facility last year (2023):
Total visitation to all four sites in 2023 is projected to be 13,500, while total program
participation is projected to be 1,800. Of that, approximately 60% will be tourists, totaling
9,180.
b.) Estimated number of tourists who will attend your event/facility this year (2024):
We aim for a consistent increase in visitation year over year and would estimate a 3%
increase to our 2023 numbers. Thus,we anticipate 9,455 tourist visitors in 2024.
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).
JCHS significantly supports tourism to Jefferson County, as museums and cultural sites are
cornerstones of any travel destination, and our sites offer diverse and educational
experiences to visitors from across the state, nation, and the world. As a destination that is
not merely a pass-through, we imagine that a majority of the almost 10,000 tourists we
expect to see in 2024 will stay overnight in Jefferson County.
6. Describe your organization's area of expertise. Do you provide a unique service?
Many staff at JCHS have graduate degrees in museology, art history, or education, and the
Jefferson Museum of Art & History represents the only interdisciplinary museum with
paid staff in Jefferson County, as well as the only publicly accessible, noncommercial art exhibition
space. JCHS is uniquely positioned to provide visitors with experiences based in deep historical
research, local art and artists' perspectives, and a broad representation of diverse voices from
throughout the region. Conveniently, the primary museum site is in the heart of downtown Port
Townsend, in a historic, attention-grabbing building.
For for a county with a relatively small, rural population,JCHS's collections are uniquely robust and
resourced. JCHS is one of the oldest historical societies in Washington State and has 500,000
items in our collections, including one of the largest photograph collections in the state, estimated
at between 40,000 and 50,000 images (nearly 1,000 of which are glass plate negatives, one of the
earliest forms of photography). Additionally, the Research Center is unique in that it has regular
walk-in hours open to the public.
The large collection generates continuous inspiration for new exhibits, programs, and stories to
share with the public and foster excitement for Jefferson County arts and heritage.
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:
X— Proposed 2024 promotion, facility, event or activity budget including income and
expenses.
X— 2023 Budget and Actual income and expense year to date statement(s).
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— If you desire, you may provide samples of promotion materials such as brochures or
promotional materials (maximum of five).
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.
A. 2024 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 19, 2023 from 9:30 a.m. to
1:30 p.m. Applicants are asked to attend the SEPTEMBER 19, 2023 meeting beginning at 9:30
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 2024
Organizations submitting proposals should be aware that a total of approximately $692,900 in
lodging tax awards will be available for allocation to eligible tourism promotion activities
through this RFP. This amount also includes $4,658 in staff administrative costs to manage the
grants and to process invoices.
County Ordinance 02-0622-98 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.
"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 facility" means real or tangible personal property with a usable life of three or
more 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.
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.
HIGH PRIORITY will be given to tourism activities that
• 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.
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 request to the proposal q event/facility promotions
budget and overa
ll
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 2024.
• 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 located within Jefferson
County.
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.
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 /o
Y
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
Jefferson County Courthouse
1820 Jefferson Street
PO Box 1220
Port Townsend, WA 98368
Ph: 360-385-9102; Fax: 360-385-9382
e-mail: afmcknight(a�co.jefferson.wa.us
- END -
2024 PROPOSED LTAC FUNDING BUDGET
COMMUNITY ENGAGEMENT AND RESEARCH CENTER TEAM SUPPORT
% FTE Hourly
Position Requested Rate Total
Community Engagement Coordinator 0.75 $ 23.00 $ 35,880.00
Program Coordinator 0.50 $ 23.00 $ 23,920.00
Research Center Coordinator 0.35 $ 23.00 $ 16,744.00
TOTAL $ 76,544.00
JCHS 2023 YEAR TO DATE INCOME & EXPENSE
BUDGET YEAR TO DATE THOUGH J
2023 2023
Ordinary Income/Expense
Income
4000 • INCOME
• Earned Income
4003 • Admissions $ 32,000.00 $ 15,942.00
4009 • Membership $ 22,000.00 $ 10,400.00
Total Visitor Services ( $ 54,000.00 I $ 26,342.00 I
4040 • Contract Revenues
4041 • Visitor Ctr-Jeff Co Contract $ -
4045 • HB1386 Jeff County $ 9,000.00 $ 7,030.00
4048 • Staff Contracts $ 500.00 $ -
Total 4040 • Contract Revenues $ 9,500.00 J $ 7,030.00 I
4051 • Facility & Misc Reimbursements $ 500.00 $ 2,800.00
4095 Venue Rental $ 500.00 $ 302.13
Total Facility $ 1,000.00 I $ 3,102.13 I
4020 • Program Income
4021 • Tours $ 44,000.00 $ 14,104.30
4027 • Public Programs $ 10,220.00 $ 5,283.00
4026 • Education Programs $ -
Total 4020 • Program Income I $ 54,220.00 I $ 19,387.30 I
4030 • Sales
4060 • Royalties $ 900.00 $ 260.00
4031 • Shop $ 20,000.00 $ 4,423.00
4033 • Photos $ 300.00 $ 782.00
Total 4030 • Sales I $ 21,200.00 I $ 5,465.00 I
TOTAL EARNED INCOME I $ 139,920.00 I $ 61,326.43 I
4020.1 • Contributed Income
4001 • Lodging Tax $ 72,160.00 $ 18,132.50
4002 • Lodging Tax Supplement $ - $ -
4064 • Bequests $ - $ -
4007 • General Donations $ 10,000.00 $ 5,277.00
Donations for RH $ 25,000.00 $ 2,000.00
4011 • Annual Fund (EOY) $ 35,000.00 $ 5,593.00
$ 142,160.00 I $ 31,002.50 I
4012 • Sponsorships & Grants
Grants $ 85,000.00 $ 25,210.00
2022 Grant Awards $ 49,280.00 $ 12,233.00
Sponsorships $ 15,000.00 $ -
Marseille Endowment $ 11,400.00 $ 11,500.00
Total 4012 Sponsorships and Grants I $ 160,680.00 I $ 48,943.00 I
4020.3 • Fundraising Events I $ 50,000.00 I $ 12,400.00
Total 4020.1 • Contributed Income I $ 352,840.00 I $ 92,345.50 I
**NEW 4076 Other Misc Income
ERC $ - $ 164,641.00
Divends and gains from investments $ 13,335.00 $ 5,174.00
Total other I $ 13,335.00 I $ 169,815.00 I
Total 4000 • INCOME $ 506,095.00
Total Income $ 506,095.00 $ 323,486.93I
Cost of Goods Sold
5000 • Cost of Goods Sold
5001 • Cost of Inventory $ 7,500.00
Total COGS $ 7,500.00 $ (5,358.00)
Gross Profit $ 498,595.00 I $ 318,128.93 I
Expense
6000 • EXPENSES
6001 • Bank Service Charges $ 4,000.00 $ 477.00
6054 • Insurance $ 10,000.00 $ 8,415.00
6056 • Licenses, Permits, Fe
es
$ 250.00 695.00
Total Fees $ 14,250.00 $ 9,587.00
P 6002 • Professional Fees
E Consulting $ 2,000.00
0 Accounting & Bookkeeping $ 3,000.00
P HR Expenses $ 500.00
L Legal Fees $ 1,000.00
E Total 6002 • Professional Fees $ 6,500.00 $ 4,533.00
6060 • Payroll Expenses
6062 • Payroll Taxes
Labor& Industries
Medicare Tax
Social Security Tax
State Unemployment Tax
6062 • Payroll Taxes - Other
Total 6062 • Payroll Taxes $ 34,500.00 $ 15,185.00
6061 • Salaries & Wages $ 351,400.00 $ 203,911.00
Total 6060 • Payroll Expenses $ 385,900.00 $ 219,096.00
6022 • Employee Benefits
Employee Dental Insurance $ 2,904.00 $ 1,743.00
Employee Medical Insurance $ 23,400.00 $ 9,672.00
Employee Vision Insurance $ 516.00 $ 310.00
Total 6022 • Employee Benefits I $ 26,820.00 I $ 11,725.00 I
• Professional Development
6078 • Staff Educ/Board Exp/Travel $ 2,000.00 $ 2,870.00
6010 • Dues/Subscriptions/Memberships $ 2,000.00 $ 1,504.00
Total Professional Development I $ 4,000.00 I $ 4,374.00 I
TOTAL PEOPLE EXPENSES I $ 423,220.00 I $ 235,195.00 I
• IT Expenses
6030 • Equip. & Software (Eqpt) $ 500.00 $ 50.00
Server+ Computer(Fixed Assets) $ 1,200.00 $ -
6055 • IT and Computer Expenses (Cloud) $ 5,700.00 $ 3,615.00
6081 • Web Hosting $ 300.00 $ 44.00
IT and Computer Expenses (Consult) $ 500.00 $ -
Total IT Expenses I $ 8,200.00 I $ 3,709.00 I
6040.1 • Fundraising Expenses
6040.5 • Donor Development $ 500.00
6040.3 • Fundraiser Expenses $ 5,000.00
6040.4 • Other F/R Expenses $ -
Total 6040.1 • Fundraising Expenses I $ 5,500.00 I $ -
• Facility Expenses
6052 • Facility Maintenance $ 30,000.00 Research Center, see transfe
6999 • Membership Related Expenses $ 400.00
6074 • Property Tax $ 75.00 $ 75.00
6075 • Rent $ -
6076 • Security $ 4,500.00 $ 1,178.00
6099 • Utilities
6018 • Electrical Service $ 7,000.00 $ 4,887.00
6019 • Garbage Service $ 330.00 $ 167.00
6020 • Sani-Can Service $ 150.00 $ -
6080 • Telephones & Internet
Internet Service $ 2,500.00 $ 1,360.00
6080 • Telephones $ 3,000.00 $ 2,900.00
Total Facility Expenses $ 47,955.00 I $ 10,567.00 I
6040 • Program Services $ - $ 7,192.00
6082 • Volunteer Expenses $ 1,500.00 $ -
6050 • Exhibits $ 7,000.00 $ 1,766.00
6047 • Adult Programs Expenses $ 16,140.00 $ 3,461.00
$ 1,000.00 $ -
6046 • Youth Programs Expenses $ 1,250.00 $ 61.00
Total • Program Services $ 26,890.00 $ 12,480.00
Marketing /Communications
6072 • Printing $ 4,700.00 $ 1,130.00
6070 • Postage & Shipping $ 1,000.00 $ 524.00
6058 • Brochures/Bulk Mailing $ 1,000.00 $ 620.00
6057 • Advertising & Marketing $ 6,000.00 $ 3,146.00
Total Marketing/Communications $ 12,700.00 $ 5,420.00
Supplies
6079 Supplies $ 6,000.00 $ 1,988.00
Total 6079 • Supplies $ 6,000.00 $ 1,988.00
**NEW Taxes
Sales Tax $ 172.00
State and Local $ 370.00
Excise Tax $ 477.00
Total $ 1,019.00
Total 6000 • EXPENSE 1 $ 579,215.00 $ 284,498.00
TOTALS
Ufa Expenses $ 579,215.00 $ 284,498.00
4 . Income $ 506,095.00 $ 235,195.00
toy
7jri,' Difference uw. r 1.9,303.0t
TRANSFERS from Restricted Funds
Reno Contingency $ 35,720.00
Rothschild House Fund $ 20,000.00
RC Maintenance Fund $ 24,000.00
Grants from Prior Year $
Reno Budget for Staff+ Eqpt $ 15,400.00
$ 95,120.00 I
TOTALS
Expenses , $ 579,215.00 $ 284,498.00
Income $ 506,095.00 $ 235,195.00
Difference
Including transfers $ 95,120.00 $ 95,120.00
„„„.„„„„ • •• • .• - $ 22,000.00 $ 45,817.00
2023 JCHS Board of Trustees
Board of Trustees (Serves through ----)
Ann Welch(2026) Katelyn Kean(2025) Aldryth O'Hara Tim Caldwell(2024)
President Secretary (2024) 1707 Water St.,Apt.7
3398 Hastings Ave W 1740 Franklin Street Treasurer Port Townsend,WA 98368
Port Townsend,WA 98368 Port Townsend,WA 242 Taylor Street (360) 302-0721
(360)379-3902 98368 Port Townsend,WA tdcaldwel120156' gmail.com
annwelch(a gmail.com (203) 577-7135 98368
katelynekean(c�gmail.com (360)385-1040
(Work)
(360)808-0396
(Cell)
aldrytH c9ott anC:oa-ccn
Cliff Moore(2024) Mary Coney(2024) Pete Langley(2026) Monica Macguire(2024)
1848 Clay St 824 Water Street 251 Otto Street 319 E Street
Port Townsend,WA 98368 Port Townsend,WA Port Townsend,WA Port Townsend,WA
(360)888-9406 98368 98368 98368
cliffmoore74na comcast.net (206)261-1450 (360)385-0058 (360)531-2928
mbconey(rr�gmail.com ptf(c�olypen.com macguire.monicagmaiI.com
JoAnn Bussa(2026) David Brownell(2024) Jon Harmon(2025) Janette Force(2026)
830 Water St. 933 W 9th Street 1011 22"d Street 1228 Blaine St.
Port Townsend,WA 98368 Port Angeles,WA 98363 Port Townsend,WA Port Townsend,WA 98368
(360)796-4410 (360)452-2662 98368 (360)774-1978
evergreens olypen.com artifact(u�olypen.com (206) 979-5064 janetteforce(cr�gmail.com
jgharmon angmail.com
JCHS 2023 MARKETING MATERIAL FOR WALKING TOURS
r
North Olympic Jefferson
Count
HISTORY Historical
CENTER Society
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with David Brownell
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` �4 $ i!ytt �'Rs
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Walking Tours ' i � �
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Every Saturday in July&August!
hi, , ,.. , _, ... ve,. . -..,..,;„„ft ,
' `_ $20 per person ;ro
$15 forJCHSmembers L�QiIEi`�®� ANDL®''#� VANISHING MURALS
2024 Request for Proposal Packet
Lodging Tax/Tourism Promotion
This packet is for the 2024 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 will only consider
complete and signed proposals that include all of the requested
information and documents, and that are submitted by the deadline:
MONDAY SEPTEMBER 11, 2023 by 4:30 pm
Digital Delivery only for Proposals to afmcknight@co jefferson.wa.us
2024 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 2024 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 2024. 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. incmmniete nrnnnsaic wiii rant be nnnsfrtererl by LTAC
• To be considered, a fully completed and signed digital application (digital signatures
acceptable) must be received at afmcknight a(�co.jefferson.wa.us by the deadline listed above.
• The preferred format for a digital application is a single PDF file attached to an email. If
necessary, multiple files in either PDF or Microsoft Word may be attached to a single email as
a complete digital application.
• 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.