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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 , ' i k 4*-+ , co my.. 4,.. i, H 1 K E.s ' .._, with David Brownell tItV c-.": '�. i +'r y+ .r os. .,,,,.;',i1, ::::r::::N. ,1::r;:f'',.':''i'.''' ` �4 $ i!ytt �'Rs : :,1 f Walking Tours ' i � � Y§w w 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.