HomeMy WebLinkAboutAgenda - 12/11/2008 - 4oORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 11, 2008
Action Agenda
Item No. ~ - O
SUBJECT: Performance Agreement with Town of Chapel Hill and Visitors Bureau
DEPARTMENT: Chapel Hill/Orange County PUBLIC HEARING: (Y/N) No
Visitors Bureau
ATTACHMENT(S):
History of Chapel Hill Grant Funding
FY 2008-2009 Performance Agreement
Between the Chapel Hill/Orange
County Visitors Bureau for Annual
Funding
Memo from Chapel Hill Town Manager to
Town Council Outlining Agreement
INFORMATION CONTACT:
Laurie Paolicelli 919- 968-2060
PURPOSE: To approve an FY 2008-2009 performance agreement between the Town of
Chapel Hill and the Visitors Bureau.
BACKGROUND: Senate Bill 622, Chapter 392, of the 1991 Session laws makes provisions for
both the Orange County Board of Commissioners and Town of Chapel Hill, by resolution, to
levy a room occupancy tax of up to three percent (3%) on any accommodation in the County.
The bill states that at least ten (10%) of the annual revenues shall be used to provide funding
for visitor information services and to support cultural events. Orange County has used this tax
to fund a Visitors Bureau since 1992. In addition, the Visitors Bureau has received an annual
grant allocation from the Town of Chapel Hill which has ranged from $67,000 to its current
$130,000. The Town of Chapel Hill has allocated $130,000 to the Visitors Bureau for FY 2008-
09. In addition, the town will further grant $20,000 when occupancy tax revenues in Chapel Hill
reach $1 million. Contract negotiations with the Visitors Bureau Board and the town of Chapel
Hill recently concluded and this is now being brought forward for BOCC approval.
FINANCIAL IMPACT: For FY 2008-09 the town of Chapel Hill has allocated $130,000 to the
Visitors Bureau. An additional $20,000 will be granted when the town achieves $1 million in
occupancy taxes, which the Bureau anticipates occurring in May 2009.
RECOMMENDATION(S): The Manager recommends the Board approve this performance
agreement between the Town of Chapel Hill and the Visitors Bureau Board and authorize the
Manager to sign.
a
To: November 15, 2008
Re: Visitors Bureau Performance Agreement with the Town of Chapel Hill
The Visitors Bureau was started in 1992 with support only from Orange County, using
the occupancy tax--at first 1% and then raised to 2% in 1995 and 3% in 2008.
The Orange County Occupancy Tax was passed in the 1991 session's law and specified
that Orange County could levy a room occupancy tax of up to 3%.
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The bill gives both Chapel Hill Town Council and the Orange County Board of
Commissioners prerogative to decide on the allocation of the revenues collected from this
tax annually during its budgeting process. At least ten percent (10%) of the annual
revenues shall be used to provide funding for visitor information services and to support
cultural events.
Since in its inception, the Visitors Bureau staff and programs of work have been funded
by the Orange County Board of County Commissioners.
In 1994/95, the town of Chapel Hill began giving the visitor's bureau a grant, which first
equaled a flat $30,000 and then took the following course:
- In 1995/96; 15% of the occupancy tax revenues or $71,000.
- In 1996/97; 15% of the occupancy tax revenues or $80,000.
- In 1997/98; 15% or $83,779.
- In 1998/99; 15% or $83,751.
- 1999/2000; 15% or $98,860.
- 2000/2001; 15% or $94,545.
- 2001/2002; 15% or $88,498.
- 2003/2004; 15% or $84,116.
- 2004/OS REVERTS TO 10% GRANT OR $67,000
- 2005/06 STAYS AT 10% GRANT OR $69,000
- 2006/07; inches up to $85,000 at VB request.
- 2007/08; inches up to $100,000 at VB request.
- 2008/09 inches up to its current $130,000 with $20,000 additional grant.
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STATE OF NORTH CAROLINA
COUNTY OF ORANGE
PERFORMANCE
AGREEMENT
This Agreement, made and entered into by and between the Town of Chapel Hill, herein
"Town", and Orange County by and for its Chapel HilUOrange County Visitors Bureau, 501
West Franklin Street, Suite 104, Chapel Hill, NC 27516, herein "County" for services
hereinafter described for the Town of Chapel Hill. This Contract is between the Town of Chapel
Hill and Orange County by and for its Chapel HilUOrange County Visitors Bureau for a
comprehensive visitor services program targeted toward providing services to potential visitors
to Chapel Hill and Orange County for FY 2008-09.
WITNESSETH
That for and in consideration of the mutual promises and conditions set forth below, the Town
and County agree:
1. Duties of the County: The County shall operate a comprehensive visitor services
program targeted toward providing services to potential visitors to Chapel Hill and
Orange County. The County shall use Town funds for general operational support and to
provide visitor services.
2. Duties of the Town: The Town has appropriated the sum of One Hundred Thirty
Thousand Dollars ($130,000) to the County for the fiscal year 2008-2009. Additionally,
if the Town's actual (hotel occupancy) revenues exceed $1,000,000, for the fiscal year
ending June 30, 2009, the Town agrees to pay to the County one-half of the revenues
over $1,000,000, up to an additional $20,000. Further, the Town will pay 13% of any
hotel occupancy revenues in excess of $1,040,000 to the County.*
3. Fee Schedule and Maximum Sum: Payments of $32,500 each will be made on or after
the following dates: July 1, 2008; October 1, 2008; January 1, 2009; and April 1, 2009 ,
and if it is determined that revenue for the fiscal year ending June 30, 2009 exceeds
$1,000,000, an additional payment calculated as described in # 2 above, will be made
within 30 days of the receipt of the final hotel occupancy payment from the State.
4. Performance Review: At the end of the third quarter the CVB Director and the Town
Manager will review the status of and results of this agreement and report their to
findings to the Council.
5. Billing and Pam The County shall bill and the Town shall pay the rates set forth
Therein. Payment will be made by the Town within thirty (30) days of receipt of an
accurate invoice, approved by the contact person or his/her designee.
6. Financial Records: The County agrees to allow the Town to inspect its financial books
and records upon reasonable notice, during normal working hours.
Revised 11/2008 Page 1 of 3
7. Termination for Cause: In the event that the County shall fail to render a satisfactory
accounting as provided herein, then, and in that event, the Town may terminate this
Agreement and the County, to the extent permitted by law, will return all payments
already made to it by the Town, for services which have not been provided, or of which
no satisfactory accounting has been rendered. In the event that the Town shall fail to
make payments as provided herein, then, and in that event, the County may terminate this
Agreement and the Town, to the extent permitted by law, will make all payments then
due to County for services rendered.
8. Non-Discrimination: The County shall administer all functions without discrimination
because of race, creed, sex, national origin, age, economic status, sexual orientation,
gender. identity or gender expression.
9. Federal and State Legal Compliance: The County must be in full compliance with all
federal and state laws, including those on immigration.
10. Amendment: This Agreement may be amended in writing by mutual agreement of the
Town and County.
11. Term: This Agreement, unless amended as provided herein, shall be in effect until June
30, 2009.
* Based on the July 25, 2008 Memorandum attached
THE REMAINDER OF THIS PAGE WAS INTENTIONALLY LEFT BLANK
Revised 11/2008 Page 2 of 3
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This Contract is between the Town of Chapel Hill and Orange County by and for its Chapel
HilUOrange County Visitors Bureau for a comprehensive visitor services program targeted
toward providing services to potential visitors to Chapel Hill and Orange County for FY 2008-
09.
IN WITNESS WHEREOF, the parties hereunto cause this agreement to be executed in their
respective names.
ORANGE COUNTY by and for its CHAPEL HILL/ORANGE COUNTY
VISITOR'S BUREAU
Laura Blackmon, County Manager
Attest:
Donna Baker, Clerk
TOWN OF CHAPEL HILL
ASSISTANT/DEPUTY/TOWN MANAGER
ATTEST BY TOWN CLERK:
TOWN CLERK
TOWN SEAL
Town Clerk attests date this the day of , 20
Approved as to Form and Authorization
TOWN ATTORNEY
This instrument has been pre-audited in the manner required by the Local Government Budget
and Fiscal Control Act.
FINANCE OFFICER
PARKS AND RECREATION DIRECTOR
Revised 11/2008 Page 3 of 3
MEMORANDUM
TO: Mayor and Town Council
FROM: Roger L. Stancil, Town Manager
SUBJECT: Funding for Chapel Hill/Orange County Visitors Bureau
DATE: June 25, 2008
PURPOSE
The purpose of this memorandum is to propose an approach to increased funding for the Chapel
Hill/Orange County Visitors Bureau (CVB). This proposal is in response to interests expressed
by Council at a budget work session. The increased funding is consistent with the Council's
interest in providing increased resources for economic development.
BACKGROUND
The CVB submitted a budget request to Council to increase the CVB's allocation from
occupancy taxes to 13.7%, or $150,000 for FY 09. The CVB estimated revenues from the
Town's occupancy tax at approximately $1,094,000. The Manager's Recommended Budget, as
adopted by Council June 9, 2008, estimated occupancy tax revenues at $935,000 and an
allocation to the CVB of 100,000, or 10.7%. Negotiations with the CVB director about the
Town's allocation were still underway. I committed to the Council to complete those
negotiations and report to the Council on June 25.
DISCUSSION
The focus of negotiations was a mutually acceptable approach to increasing the allocation to the
CVB without decreasing funds available to the Town's operations in the FY 09 budget. The
means to that approach was the difference in revenue projections for FY09. I propose the
following, which Laurie Paolicelli deems workable:
• Amend the FY09 adopted budget to increase the projected occupancy tax revenues to
$1,000,000 and increase the budgeted payment to the CVB to $130,000, or 13%.
• Beginning July 1, the Town will make payments to the CVB based on the $130,000
budget.
• If the Town's actual revenues exceed $1,000,000, the Town's payments to the CVB will
be one-half of the revenues over $1,000,000 until the additional $20,000 the CVB
requested is paid. The Town will pay the CVB 13% of all. revenues in excess of
$1,040,000
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• At the end of the third quarter (March 2009), the Town Manager and CVB Director will
review the status and results of this agreement and report to the Council .
RECOMMENDATION
I recommend that the Council take the following action:
Authorize the manager to execute an agreement with the CVB that reflects the
recommendations above;
• Authorize the manager to present a budget amendment to the Council in September 2008
reflecting the terms of the agreement;
• Authorize the manager to make any payments to the CVB before the budget amendment
is approved at the rate reflected on the agreement.