02-06-2001 - Invitation to Participate in 2002 Tournament of Roses Parade• . City of West Covina
Memorandum
TO: AGENDA
Darnel G. Hobbs, City Manager
And City Council ITEM NUMBER: G —1
DATE: February 6, 2001
FROM: Tom Hatch, Community Services Director PRINTED ON RECYCLED PAPER
SUBJECT: INVITATION TO PARTICIPATE IN 2002 TOURNAMENT OF ROSES
PARADE
SUMMARY: The Pasadena Tournament of Roses Association has extended the City of West
Covina an invitation to participate in the 2002 Rose Parade. A reply was
requested by no later than January 31, 2001, but an extension has been granted
until February 7, 2001. If the invitation is accepted, a $2,500 entry fee must
accompany the reply.
DISCUSSION:
The Pasadena Tournament of Roses Association has extended the City of West Covina an
invitation to participate in the 2002 Rose Parade. (See Attachment 1). In order to hold the place,
a reply must be received by the Tournament of Roses Association by February 7, 2001. A
$2,500 entry fee must accompany an affirmative reply. The entry fee is not refundable if the
City Council decides not to pursue the project subsequent to paying the entry fee.
The short timeline and need for a prompt reply has required staff to bring this issue to the City
Council for consideration prior to the presentation of the final financial report for the 2001 Rose
Parade Float event. The final financial report is scheduled for the February 20, 2001 City
Council meeting, including a report from the Float Foundation. A draft of the financial status
report is presented in this report.
There are both advantages and disadvantages to participating in the parade. A breakdown of the
key Pros and Cons are presented below:
Pro
• The Float is a popular event and many West Covina residents enjoy watching the parade and
volunteering for decorating.
• The City receives positive and wide coverage because the parade is a high -profile event. One
estimate from Jack Kyser, Executive Director of the L.A. County Economic Develop
Corporation, has the value of the television coverage for West Covina at $2.7 million if the
City was going to advertise like a business. However, it is very difficult to know exactly
what the economic value is for a city (See. Attachment 2).
• The West Covina Tournament of Roses Foundation has been formed and has a plan for long-
term fundraising.
• The 2001 Float required significantly less staff time than previous years ($26,068 in 2000
and approximately $300 in 2001).
Con
• The net cost of the Float was $57,862 in 1999, $82;433 in 2000 and $103,957 in 2001
excluding City staff and transportation costs (See Attachment 3).
• The City has many needs and the Float has not been prioritized against other needs.
• The actual time that the Float is seen on TV is very short.
• The Float still requires some staff time and other transportation costs.
FISCAL IMPACT:
Impact of 2001 Float
The City Council authorized $120,000 from BIT Funds for the 2001 Rose Float. The following
is a summary of the estimated actual revenues collected and expenditures paid for the project
through January 31, 2001. There are outstanding revenues and invoices for service that will be
reflected in the final report.
I UUPITBRICSRVSDOCSISpecial EventslRose FloatWgenda Report 2-6 - Invitation for 2001.2.doc
Estimate as of 212101
Revenue
-
ponsorships
$
7,831
Memberships
$
1,961
Summer Concerts
$
6,137
Miscellaneous
$
10
TOTAL
$
15,939
Expenditures
Parade Entry Fee
$
2,500
Design and Construction of Float
$
100,000
Merchandise
$
1,850
Concert Program Expense
$
1,232
Staff Expense
$
2,235
Advertising
$
4,474
Public Relations & Photos
$
5,700
Supplies
$
1,905
TOTAL
$
119,896
It should also be noted that last year approximately $26,068 in direct City staff time was used to
coordinate the Float and related events. This year the City staff time is estimated to be only the
time necessary to attend Foundation meetings and some maintenance time to set-up barricades
for the Float at the auto dealer (estimated at under $300). The other cost for this year was $3,870
from Transportation Funds for transportation of Float decorators.
Funding the 2002 Float
It is anticipated that the Float will again need a subsidy for the 2002 Float. The following
options are available for funding the 2002 Rose Float:
• General Fund
• Business Improvement Tax (BIT) Fund? The reserves in this Fund are expected to be
depleted by the end of this fiscal year (See Attachment 4).
• Combination of General Funds and BIT Funds
• Continue to review as part of the FY 2001-2002 budget development process.
Per City Council direction, the City Council Sub -Committee of Mayor Herfert and Council
Member Touhey held meetings on January 19 and February 1, 2001 with City staff, Chamber of .
Commerce staff and members of the Community Services Commission Sub -Committee on
Special Events. These meetings were held to begin to review several alternatives to fund the
Float, 4 h of July Event and the Summer Concerts because reserves in the BIT Fund have been
depleted. The Sub -Committee reviewed some ideas for changing the events or reducing the
scope of the events but determine that the events were important and should continue in the
current form. The next challenge was to review alternatives for funding sources. This was very
difficult because there are not many alternatives and funding is already tight in many areas.
After discussion, the Sub -Committee is recommending the following:
4'h of July Event — A clear funding source was not determined other than the General Fund.
The Sub -Committee felt that it is a community event that is very popular with residents and
it provides a fun and safe patriotic celebration for thousands of residents. The Sub -
Committee also suggested that staff look very closely at the amount of charges from
departments and to reduce the costs to only what is absolutely necessary for the event.
Rose Float — After discussion, the Sub -Committee is recommending that funding for the
Float come from $50,000 in fundraising and $60,000 from the BIT Fund. The Sub=
Committee also felt that any shortfall from the fundraising should be covered by the BIT
Fund. Fred Burkhardt had reservations about continued funding from the BIT Fund because
reserves have been depleted and continued funding would impact other existing Chamber
Programs. Mr. Burkhardt also requested that the Sub -Committee provide further assistance
with the fundraising efforts next year and the Sub -Committee committed to further assist
next year. In addition, the Sub -Committee will also ask the full City Council to get more
directly involved with fundraising. Finally, the Sub -Committee would like to see some
fundraising efforts for the Float as part of the 4 h of July Event in the stadium.
I UUPITERICSRIVSDOCSISpecial EventslRose FloatWgenda Report 2-6 - Invitation for 2001.2.doc
• Summer Concerts — A final recommendation was not developed for the Summer Concerts.
The Sub -Committee will meet in the next 30 days to try to come up with funding
alternatives for the full City Council to consider. The reality is that not many alternatives
exist and staff will also review the issue during the budget development process.
If the City Council decides to pay the $2,500 entry fee for the 2002 Float, then staff is
recommending that the City Council authorize a transfer of available BIT funds (current year
funds used by Redevelopment for advertising) from account 118-320-2430-6457 to the Rose
Float account 118-320-2431-6208, to pay the cost of the entry fee.
RECOMMENDATION:
Staff has identified three options for the City Council to consider:
1. Accept the invitation, authorize payment of $2,500 for the entry fee from available
BIT Funds transferred from account 118-320-2430-6457 to 118-320-2431-6208, and
participate in the 2002 Tournament of Roses Parade; or
2. Decline the invitation; or
3. Accept the invitation, authorize payment of $2,500 for the entry fee from available
BIT Funds transferred from account 118-320-2430-6457 to 118-320-2431-6208, and
agendize the issue for further discussion at a later date or as part of the budget
development process.
It is recommended that the City Council consider these options and direct staff to act
accordingly.
Tom Hatch, Community Services Director
Reviewed and approved by:
Artie Fie d
Assistant City Manager/Acting Finance Director
Attachments 1. Letter from the Pasadena Tournament of Roses
2. Value of Business Impact from Float
3. 2000 Float Financial Report including the 1999 costs
4. Fund Balance Summary of the BIT Fund
I UUPITERICSRVSDOCSISpecial EventslRose F1oamgenda Report 2-6 - Invitation for 2001.2.doc
i ®�►�+�® AOCHMENT NO. 1
PASADENA TOURNAMENT of ROSES
January 17, 2001
Mt. Tom Hatch
Community Services Director
City of West Covina
1444 West Garvey Avenue South, Room 205
West Covina CA 91790
Dear Mr. Hatch
It is with great pleasure that I, on behalf of the Board of Directors, extend this official
invitation to City of West Covina to participate in the 113`h Tournament of Roses, to be held
on Tuesday, January 1, 2002 in Pasadena, California.
The Rose Bowl will host the BCS National Championship Game on Thursday, January 3,
2002. Given the increased interest in the 2002 Tournament of Roses due to the Game, it is
essential that we receive your response to this invitation no later than January 31, 2001. An
entry fee of $2,500 should be sent with the enclosed update and acceptance forms to the .
attention of Mr. Gary DiSano, Chairman of the Float Entries Committee.
We welcome your continued participation in America's New Year Celebration.
Yours sincerely,
nald A. Okum
President
391 SOUTH ORANGE GROVE BOULEVARD • PASADENA, CALIFORNIA 91 184
TEL 626.449.4100 • FAX 626.449.9066
YY11r.'VY't "i�I�i- Inn 1 rrx: `- �My.�wn �rl wr1n1:S�OCIC ;t;PI1C1. IU 98138675
P.02
Pete: January 31, 2001 ATTACHMENT NO. 2
From., Jack Kyser
Subject: Business impact Of West Covina Rose Parade float
A wAOr benefit of participation in the Rose Parade Is exposure to both nadonal
and international audiences. The Tournament of Roses provided an analysis of
2000 parade coverage by all telecasters (ABC, CBS, KTLA (the WB), HGrV,
KMEX, NBC, and Videospec), including minutes of air time for each float, and the
number of times Ibc sponsor's name or logo was mentioned.
We calculate that the West Covina float romlved a cumulative tow of 16.7
minutes of air time, including 9 mentions of sponsor name and 15 shots of their
"'1090." This includes the two repeat telecasts of the parade by KTLA, as well as
their broadcast of the parade to Japan. The station tells us that the parad,: has
become a very popular program in Japan, as KTLA broadcasts it in HDTV. and
there are over 900,0oo HDTV sets there.
We obtained the cast of a 30 second national spot from the CBS Network and
KTLA, and applied it only to 16 minutes. If West Covina had paid for this iilr time,
the cost would have been about .70 million.
How to convert this to business opportunities?
The challenge for West Covina is to convert this exposure to business
development opportunities. For example, the city might want to boost hospitality
business by attracting out -of -area bands. There wire 15 such bands in 2001,
and Orange County makes aggressive recruiting effort® to attract there. Perhaps
a joint incentive package oould be negotiated with the Anaheim Conventloo and
visitors Bureau.
West Covina might also want to explore how the TV exposure in Japan could be
exploited. For example, a Smaller Japanese Finn might be interested in lot:ating
in the office complex to the east of the Plaza at West Covina. Local comp; Mies.
might also be potential co-sponsors of a float with the city.
One observer of the Tournament noted that the floats ,provide" a lot of bang for
the buck` for their sponsors. The business community could look for
OPPortunities within the Parade theme to visually tell the local business 6tory.
The challenge is to mash hose Parade exposure with economic development
goals.
TOTAL P.02
Citv of West Covina
ATTACHMENT NO. 3 - 1 of 2
0
TO: City Manager and City Council
FROM: Tom Hatch
Community Services Director
ie Memorandum
AGENDA
ITEM NUMBER B- 7a
DATE: March 7, 2000
PRINTED ON RECYCLED PAPER
SUBJECT: FINAL FINANCIAL REPORT FOR 2000 ROSE FLOAT EVENT
SUMMARY: The final accounting of the revenues and expenditures for the 2000 Rose Float has
been completed. This informational report was requested by the City Council and
is provided for the City Council's review.
BACKGROUND:
At the request of the City Council, the Community Services and Finance Departments have
prepared the following report that recaps the financial impact of the participation in the 2000
Tournament of Roses Parade.
DISCUSSION:
The following is a summary of the total revenues and expenditures for the Business
Improvement Tax (BIT) fund for the 2000 Rose Float event. Overall, the City anticipated
expending $172,400 on fundraising events, fees, and the construction of the float. The City also
expected to raise $175,000 in revenues. As depicted below, the shortfall in revenue was partially
offset by a favorable variance between appropriations and expenditures. Accordingly, the City
expended $82,433 in BIT funds to participate in the 2000 Tournament of Roses Parade.
Business Improvement Tax Fund
Budgeted Actual Variance
favorable / (unfavorable)
Revenues Raised
$ 175,000 $
66,360 $
(108,640)
Expenditures
172,400
148,793
23,607
Surplus/(Deficit)."(82433)
The following tables detail the revenues and expenditures associated with the 2000 Rose Float
event and impacting the Business Improvement Tax fund.
Revenues
Sponsorships $ 32,800
Dnnntinm
Summer Concerts
Golf Tournament
Merchandise
Tickets
TOTAL
5,063
2,718
7,091
10, 088
8,600
$ 66,360
Expenditures
Parade Entry Fee
$ 2,500
Design and Construction of Float
100,000
Merchandise
19,834
Tickets
8,394
Golf Tournament
9,288
Supplies
952
Promotional Page in Rose Parade Program
4,400
Recognition
1,069
Photo Services
2,356
TOTAL
$ 148,793
Z: Welly AlcDOnalMose ParadeMaQ''Reports- Thursday MemosUgenda Report 3-7-00 Financial.doc
ATTACHMENT. 3 - 2 of 2 ,
The City expended a total of $157,893 to participate in the 199�_Tournament of Roses Parade.
(BIT fund expended $132,554 and he Fee and Charge fund expended $25,339) The City
collected $100,031 from various fund raising events. All of the fund raising revenue was used to
offset exp_en_3i"t`ures in the BIT fund.
At the request of Councilmember Wong, staff has included a summary of the additional costs of
the event, i.e., transportation and staffing by various departments that are absorbed by the City.
Staffing costs have been estimated based upon position, the determined hourly rate including
benefits for the position, and estimated time spent working on the program. These costs are not
reflected in the analysis of the impact to the BIT fund. These costs are included in regular
personnel costs, which rest primarily in the General and Special Revenue funds. Estimates of
these additional costs are as follows:
Additional Costs
Community Services Staffing
$ 24,776
Police Department Staffing
Maintenance Department Staffing
1,112
180
SUBTOTAL
$ 26,068
Transportation - Charter Buses
6,095
TOTAL
$. 32,163
The' volunteer efforts throughout the event were significant and bear mentioning, particularly as
the volunteer contributions represent a cost savings. Staff has estimated that volunteers
contributed 6,500 working -hours toward the planning of events, decoration of the float,
fundraising efforts, and other aspects of the float. The exact value of the volunteer hours is
unknown, however, it can be estimated that, at a minimum, each volunteer hour is worth the
federal minimum wage rate of $5.75 per hour for a total estimated value of $37,375. According
to the Orange County Independent Sector survey of volunteer agencies published in Giving and
Volunteering in the United States, the City may also assume the Nationally Accepted Base Rate
of $11.58 per hour for volunteers for a total of $75,270.
Media exposure and promotion is another important benefit that the City derived by participating
in the 2000 Rose Parade Float. While the exact value of this benefit is unknown, it may help to
consider the value of media exposure determined by another client of Charisma Floats,
Legoland. Legoland, like other corporations, participate in the Rose Parade for the wide
exposure that they receive. Subsequent to the 2000 Rose Parade, the advertising and marketing
agency of Legoland determined that the cumulative value of the exposure it received by
participating in the parade to have a monetary value of $1.5 million. See. Attached for media
listing.
FISCAL IMPACT:
Because this is a historical report, no future financial impact results.
RECOMMENDATION:
It is recommended that the City Council receive and file this report.
Prepared By:
ll
Kelly onald, Administrative Aide
Reviewed and Approved By:
Tom Hatch, Community Services Director Margie Tucker, inance Director
IVUP/TERICSRVSDOCSIKellyMcDonaldlRoseParadelSta/iRen.,.t._Th,,,.,t,...u,....__k.____,_
0 ATTACHMENT NO.4 0
BIT Revenues/Expenditures and Fund Balance
REVENUES
1997-98
1998-09
1999-00
2000-01
2000-01
2001-02
11831 D4000D 4151 Business Improvement Tax
Actual
459,957
Actual
511,511
Actual
Budgeted
Projected
Projected
118310A000-4410 Interest Income
7,651
538,099
S40,000
550,000
560,000
118310-0000-4733 Rose Float Reimbursements
9,681
9'3'
5,�
_
Miscellaneous
_
66,360
5,8�
75,000
15,000
15,000
100,031
TOTAL REVENUES
467,608
621,223
614,454
_
624,800
570,000
575,000
'EXPENDITURES
Public Services
118-32D-2320-6120 Code Enforcement 0 0 0 2500 2,500 2,500
Sub Total 0 0 0 2500 2500 2500
Community Services
118320-2431-6166
118320-2431-6206
Concert Series
Rose Float .
28,237
37,183
19,712
40,910
40,910
40,910
118-320-2431-6208
Rose Float 200D
-
132554
118-320-2431-6493
Administration 8 Overhead
-
57,647
91,281
281
120,000
000
120,000
120,000
118320-2431-6497
July4th1,250
_
7,957
30,632
4,450
48,922
1,250
54,640
57,381
1,250
57,381
Sub Total
36,194
258,016
164,365
216,800
219,541
219,541
Economic Development
118-320-2430-6431
118 320 2430 6443
Chamber of Commerce
S. G. V. E. P.
347,500
332,600
552,213
516,600
500,000
504,000
118320-2430-6457
Project Improvements
11,000
56,148
11,000
11,256
10,900.
11,000
10,675
11,000
118320-2430-6493
Administration 8 Overhead
15,409
64,000
64,000
64,000
Sub Total
_
414,648
_
354,856
2,960
581,482
1,250
592,850
1,250
575,925
1,250
580,250
TOTAL EXPENDITURES
450,842
612,872
745,847
812,150
797 966
802,291
BIT FUND BALANCE
Beginning
Beginning Date
Balance
07/01 /97
331,460
07101 /98
348,226
07/01 /99
356,577
07/01 /2000 •
225,184
07/01/2001 '
(2,782)
Ending
Revenues
Expenditures
Balance .
467,608
450,842
348,226
621,223
612,872
356,577
614,454
745,847
225,184
570,000
797,966
(2,782)
575,000
802,291
(230,073)
Projected numbers
C7-i &',6:
To: CoOlmembers, Public, Staff �' 114
From: Mayor Steve Herfert, Councilmember Mike Touhey
Re: 4th of July, Rose Float, Summer Concert Committee
With respect to a lengthy and confusing staff report, we summarize our recommendation
to the full City Council as follows:
4th of July Fireworks Show -
The annual show held on the 4th of July in the West Covina High School stadium is a
showcase event for the City of West Covina. The costs for the event are outside of the
realm of the MDA/Elks/West Covina five day event. Therefore we recommend the use
of general funds for the event.
Result: The business Improvement Tax will not be used for the event.
($57,000 of BIT not used)
General fund money will be used to fund this event.
The City will be the host
The event will bring great Public Relations to the city.
Rose Float -
The Rose Float is a definite plus for the city. An estimation of the TV time from Jack
Keyser and economist put the value of our time on TV at $2.7 million. The Rose Float
. Committee is in favor of continuing the event. The Chamber wants relief from the cost.
The result is that the Rose Float Committee will raise $50,000 of the cost and the
Business Improvement Tax will fund $50,000. The newly hired special events staff in
the Community Services Department will be the point for the city.
Result: The business Improvement Tax budgeted will be reduced from $100,000
to $50,000.
The City and Committee will work together as host.
The event will bring great Public Relations to the city.
Summer Concerts - Because of limited time, this item was tabled for futher discussion.
Overall assessment - The Business Improvement Tax for the two events discussed above
is reduced by $107,000. This should alleviate the concern of overusing the Business
Improvement Tax.
Conclusion:
We urge the Council to approve the 4th of July event and the Rose Float as described
• above. It is imperative for fundraising on the Rose Float that full float funding be
approved tonight. As the Council is aware, fundraising for last years float was hampered
by the delays of the City Council. If future changes to this proposal are necessary, the
will be addressed by the Council at that time.