HomeMy WebLinkAbout101023 LTAC Meeting Packet Lodging Tax Advisory Committee Meeting
Tuesday, October 10, 2023 3 to 5 p.m. City Hall, 540 Water Street City Council Chambers
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I. Call to Order i. Introductions and Welcoming of New Members II. Approval of Agenda III. Approval of Minutes - April 11, 2023, May 12, 2023, May 30, 2023, August 7, 2023 IV. Public Comment- On Agenda Items (3 minute per person) V. Fall Grant Application i. Application Q&A ii. Discussion and Funding Recommendations VI. 2024 Planning
i. Staff Presentation ii. Discussion iii. Committee Decisions 1. 2024 Workplan 2. 2024 Budget Recommendation to Council 3. 2024 Grant Process and Deadlines 4. 2024 Meeting Schedule VII. Committee Member Updates VIII. Public Comment- Not on Agenda Items (3 minutes per person)
IX. Set Agenda for Next Meeting: January 9, 2024, 3:00pm X. Adjourn LTAC regular meetings are held quarterly, on the second Tuesday at 3 p.m. of the months January, April, July, and October each year. Next regular meeting: January 9, 2024 from 3 to 5 p.m. Mark your calendars and save the dates!
LODGING TAX ADVISORY COMMITTEE WORKSHOP MEETING MINUTES
DATE: April 11, 2023 START TIME: 1:00 p.m. LOCATION: City Hall (In person and virtual)
VOTING MEMBERS PRESENT: David Faber (Chair), Katy Goodman, Cindy Finnie, Denise Winter, Natalie Maitland,
Barb Trailer, Danielle McClelland, Nathan Barnett
NON-VOTING MEMBERS PRESENT: Mari Mullen, Arlene Alen
MEMBERS EXCUSED: MEMBERS ABSENT:
CITY STAFF PRESENT: City Manager John Mauro, Finance Manager Ron Logghe,
Topic Action
Call to Order, Arrival and Welcome: Chair David Faber called the meeting to order at 1:15pm. He went on to welcome everyone and provide an overview of the workshop.
City Manager John Mauro explained he will be facilitating and reviewed the workshop agenda and materials.
Opening Kick Off, Purpose & Intentions, Introductions, Getting to Know Each Other Better: The Committee provided introductions and shared something about themselves others would not know.
Briefing-LTAC Background and Basics, Including Eligible Use of Funds: Mr. Mauro and Finance Manager Ron Logghe explained the MRSC LTAC
Guide.
Discussion ensued around public challenges around LTAC funding, signed contract, most common funds use and strategies, bathrooms, budget, process, and feasibility for city.
Exercise 1: Retrospective- Where have we been, What have we achieved, What have we learned? Mr. Mauro explained Exercise 1 and asked the Committee to write on sticky
Topic Action
notes about where LTAC has been, what is has achieved and what they have
learned, and place on wall. The Committee reviewed previous LTAC funded events, projects, etc. (See attached)
Discussion ensued around fee waivers, lack of process to ask people to apply,
previously had been open applications, high priority of trying to save money, reserve balance, Enjoy PT website, and grant program.
Exercise 2: Lay of the Land- How have things changed, What new opportunities or challenges do we need to confront, Where are we now? Mr. Mauro explained Exercise 2. The Committee broke out into small groups and discussed how things have changed, what new opportunities or challenges
need to be confronted and where LTAC is now. The small groups reported out. (See attached)
Discussion ensued around the importance of having a short- and long-term
vision, city involvement, what is the tourist goal, aggregated tourist data, importance of getting study on tourist activity, tourist capacity need, potential process to collect data, LTAC focus on heads in beds, and balance between
tourism and livability,
John asked Committee to send written
down notes.
Exercise 3: Vision and Mission- Where are we going, What does success look like, What is our Role.
Mr. Mauro explained Exercise 3. The Committee discussed Vision and Mission-
Where are we going, What does success look like, What is our Role. Discussion ensued around writing down the ideal tourism scenario. Mr. Mauro asked the Committee to write ideas on sticky notes and place on wall.
LTAC members read aloud their ideas around the ideal tourism scenario. (See attached)
Nathan will work on forming Mission/Vision
statement.
Topic Action
Discussion ensued around resident needs, tourism vs. visitors, feelings of lack of support from Chamber for non-tourist business, the role of LTAC, proposals for creating a mission/vision statement.
BREAK
LTAC recessed for break at 3:28pm. LTAC reconvened from break at 3:38pm.
Exercise 4: Taking Action- What high-level principles or goals guide our work and LTAC investment? Mr. Mauro explained Exercise 4. He stated he took the actions that came from captured visions and created four categories which included Education,
Strategy, Events, and Infrastructure and asked what action needs to be taken to
achieve Vision and Mission. (See attached) Discussion ensued about recapping what has been done as well as discussions
a hotel assessment study. Mr. Mauro stated he added a Research category. Discussion ensued around wanting to know what the Chamber does, what is
needed, and goals, the importance to have data to make informed decisions, focusing on the information already provided by the Chamber, are there things the Chamber could be doing that are being discussed, the Chamber contract, importance of the Chamber needing to know what is wanted in the future so
they can adjust, and saying DMO instead of the Chamber.
Discussion ensued around including the Chamber information under Research category. In addition, Mr. Mauro stated he added a Marketing category. Discussion ensued around changing the title of the Strategy category,
importance of creating a vision statement first, not ending up with analysis paralysis, process for next steps with categories, short term vs. long term goals,
Topic Action
new member education, LTAC as an advising group, and Tourism generating
business that improves quality of life. In addition, the Committee discussed the importance of actions being connected to bigger goals, the need for end statements in categories, wanting
community to value tourism in relation to tourist capacity/parking, beginning of
framework with category buckets, need for workplan, understanding priorities,
creating guidelines around funding, process to be proactive, importance of educating our community through explaining priorities, who is the audience, and vision in connection to investment recommendations to Council.
The Committee went on to discuss defining buckets, what is LTAC’s role, what is LTAC’s mission, how does LTAC play a more active role, every other month meetings, why do people go to other communities, and what is LTAC missing.
Mr. Mauro asked everyone to add sticky notes with ideas including those
around audience, surveys, and understanding the market.
The Committee continued on to discuss Collectors being a big part of the audience and future LTAC members, disconnect between Collectors and LTAC, uncertainty in economy, lack of interest in Collectors gathering because of other
things to worry about, communications engagement, importance to engage with Collectors about what LTAC is doing, charter review/vacancies, where the restroom need came from, and EV chargers.
The Committee went on discuss the LTAC role and if there are things that have
not been done that should be done, requests to Council, focus on money, LTAC representing many interests, supercharge relationships, continue what is being done but do it more, and budget percentages in relation to buckets.
Wrap-Up: Regroup, final discussion, next steps/actions The Committee discussed new manager level in organization and what level does LTAC play with new manager, starting each meeting with stating what
LTAC is there for and how they would like help, marketing/research, Washington Tourism, possible LTAC parameters set by budget, importance to
Topic Action
maintain a level of revenue that supports infrastructure, price out infrastructure
and 2024 possibility of restrooms. Mr. Mauro explained he and Ron will collate notes and a special meeting on May 12 to discuss grants with a possibility of new Communications and
Marketing Manager joining.
John and Ron to collate notes
Conclude Mr. Mauro asked the Committee to provide a couple of words explaining how
they feel after workshop. The Committee reported out. In addition, he thanked
the Committee and suggested they go out and do some recruitment for
members.
Next Special Session LTAC Meeting: May 12 2023 1-3pm
Adjourn: There being no further business, the meeting adjourned at 5:00pm
SPECIAL SESSION LODGING TAX ADVISORY COMMITTEE MEETING MINUTES
DATE: May 12, 2023 START TIME: 1:04 p.m. LOCATION: City Hall (In person and virtual)
VOTING MEMBERS PRESENT: Cindy Finnie, Denise Winter, Natalie Maitland, Nathan Barnett
NON-VOTING MEMBERS PRESENT: Arlene Alen
MEMBERS EXCUSED: David Faber (Chair), Katy Goodman, Mari Mullen, Barb Trailer MEMBERS ABSENT: Danielle McClelland
CITY STAFF PRESENT: City Manager John Mauro, Marketing and Communications Manager Shelly Leavens, Director of Finance and Technology Services Connie Anderson
Topic Action
Member Nathan Barnett called the meeting to order at 1:04pm.
There was not a quorum of LTAC voting members. No action was taken just discussion.
Marketing and Communications Manager Introduction. Mr. Mauro introduced Marketing and Communications Manager Shelly Leavens. Ms. Leavens provided an introduction.
Grant Review: Discussion ensued around the five submitted grant applications and evaluation
criteria established by LTAC previously. Members and staff continued
discussion around a recommendation to take to full LTAC at an upcoming special meeting. Discussion ensued around scheduling the Special Meeting in the next month, to have it only last an hour, and to have its only focus be on a final grant recommendation.
Discussion ensued around refinements to the grant process and possibly rescheduling the July meeting date.
Next LTAC Meeting:
Adjourn: The meeting adjourned at 2:35pm
SPECIAL SESSION LODGING TAX ADVISORY COMMITTEE MEETING MINUTES
DATE: May 30, 2023 START TIME: 3:15 p.m. LOCATION: City Hall (In person and virtual)
VOTING MEMBERS PRESENT: Denise Winter, Natalie Maitland, Katy Goodman, Barb Trailer, Nathan Barnett, Danielle McClelland
NON-VOTING MEMBERS PRESENT: Arlene Alen
MEMBERS EXCUSED: David Faber (Chair), Mari Mullen, Cindy Finnie MEMBERS ABSENT:
CITY STAFF PRESENT: City Manager John Mauro, Marketing and Communications Manager Shelly Leavens and Director of Finance and Technology Services Connie Anderson
Topic Action
Call to Order:
Member Nathan Barnett called the meeting to order at 3:15pm.
Grant Review:
Mr. Mauro presented the Scoring Applications document and proposed allocations. The Committee discussed the thoughts behind the scoring system and how to
make it equitable. In addition, they discussed how to do the process better in
the future but still moving forward with this grant round for now. The Committee went on to discuss the option of making determination by score, collaborative scoring, subjective vs. objective data, capital vs. non-capital, and mission and vision guiding choices.
Communications and Marketing Manager Shelly Leavens explained LTAC funding equipment (portable stage or mobile kitchen), tourism related facilities explanation and City owning property. The Committee went on to discuss the
mobile kitchen and the request covering full amount and mobile stage amount
not covering full amount, community use of portable stage, and not putting the City in a place where they must manage material goods. The Committee continued on to discuss not granting money for stage but for other items, if rolling cart was allowable, not allowing capital, marketing,
deciding how reporting is done, link to definition of parameters on website, and the option of applicants asking for capital investment to resubmit. Mr. Mauro explained capital would probably be unlikely in this grant process but
Topic Action
is not impossible.
The Committee discussed equipment vs. capital, asking applicants to re submit
proposals to meet criteria, and fairness.
City Attorney Heidi Greenwood explained the Lodging Tax statute, MRSC summary, and tourism related facility definition.
The Committee went on to discuss moving forward with fundable applications and telling other applicants to feel free to resubmit, not having enough money for all proposals, and the public information out now about grants indicates a fall round.
Mr. Mauro explained it would not preclude a fall session and explained the
budget and state law. The Committee discussed not wanting to spend the full $20,000 now and the 3-year detail of capital in application being hard to find.
Discussion ensued around MS. Leavens sending out letters to grant applicants explaining restrictions on what is allowable and option to resubmit for fall cycle.
In addition, Ms. Leavens will send out draft language to committee.
Barb Trailer made a motion to fund Key City Theater for $7,000 toward their grant. Denise Winter seconded. Dani McClelland recused herself due to involvement with
Key City Theater. Motion passed with Nathan, Katy, Barb, Natalie, Denise in favor.
Barb Trailer made a motion to fund
Centrum $1500 towards their grant
proposal. Denise Winter seconded. Motion passed with Nathan, Katy, Barb, Natalie, Denise, and Dani in favor.
Barb Trailer made a motion to fund Fort Worden Hospitality with $1500 towards their grant proposal. Denise Winter seconded. Natalie Maitland recused herself
due to involvement with Fort Worden
Hospitality. Motion passed with Nathan, Katy, Barb, Denise, Dani in favor.
Topic Action
Next LTAC Meeting: July 11, 2023 at 3pm
Adjourn: The meeting adjourned at 4:10pm
SPECIAL SESSION LODGING TAX ADVISORY COMMITTEE MEETING MINUTES
DATE: August 7, 2023 START TIME: 2:08 p.m. LOCATION: City Hall (In person and virtual)
VOTING MEMBERS PRESENT: Natalie Maitland, Barb Trailer, Nathan Barnett, Danielle McClelland, Cindy Finnie, Denise Winter
NON-VOTING MEMBERS PRESENT: Mari Mullen
MEMBERS EXCUSED: David Faber (Chair), Katy Goodman MEMBERS ABSENT: Arlene Alen
CITY STAFF PRESENT: City Manager John Mauro, Marketing and Communications Manager Shelly Leavens , City Clerk Alyssa Rodrigues
Topic Action
Call to Order:
The meeting was called to order at 2:08pm.
Election of Vice Chair:
Marketing and Communications Manager Shelly Leavens explained the importance of having a Vice-Chair.
Dani McClelland made a motion to
nominate Nathan Barnett as Vice-Chair. Cindy Finnie seconded. Action: Motion passed unanimously.
Vision and Mission from work started at April 11 Special Session: City Manager John Mauro provided a recap of the April 11 Special Session LTAC retreat. Discussion ensued around the mission and vision work done
since April 11, end statements, the word “joy”, inclusion of hospitality, small
family tourism vs. large scale tourism data, Air BnBs, and vendor dropouts due to lack of overnight stay options. Discussion ensued around the vision statement wording. Vision Statement: Port Townsend Lodging Tax Advisory Committee’s (LTAC’s) vision of sustainable tourism is to reinvest community resources to enhance the lives of both residents and visitors.
Discussion ensued around budget and Ms. Leavens meeting with members individually.
Dani McClelland made a motion to adopt new vision statement. Natalie Maitland seconded. Action: Motion passed unanimously.
Shelly will reach out to members for individual meetings.
Topic Action
Fall Grant Process:
Ms. Leavens recapped previous grant decision making sessions.
Discussion ensued around editing application for functionality, application reflecting the expectation of grantee, point system, weight of criteria, strategy reflected in criteria, inviting applicants to meeting, subjective vs. objective, confirmation when applied, preapplication webinar, deadline for next meeting,
and FAQ from third party. Discussion ensued around the criteria, capital projects, point value for off season, point value for multiple days, capital project component, other groups
using equipment, defining key criteria, importance of reading guidelines, staying
local, applicant access to county/city LTAC, can applicant complete project with
partial funding, can organization apply twice or submit more than one application in a single cycle, give written criteria and proposal a weight and presentation Q&A separate weight?, scoring process, value in presentation, and no additional weight for presentation.
Discussion continued with call for proposals process, sharing with networks, record questions for FAQ, external deadline, expectations for LTAC, scoring individually, staff preparing scores, preliminary scores, October grant review
meetings, proposal for grant review process, increasing length of meeting,
virtual only meetings, and contract process.
2024 Budget Process:
Mr. Mauro and Ms. Leavens provided an update on the 2024 Budget Process which included forecasting, November approval of budget, timeline, budget numbers reflected through end of May, lodging contribution, Chamber of Commerce update, new Chamber of Commerce members, what data is needed
from Chamber of Commerce, Optic meetings, tourism conversations, September 26 Community open house for Strategic Plan regarding Olympic Peninsula Tourism as well as tourist survey.
Natalie to send tourist survey to Alyssa to
disperse.
Next LTAC Meeting: October 10, 2023 at 3pm
Adjourn: The meeting adjourned at 4:03pm
Application and Proposal for Port Townsend Lodging Tax Funds
New Project Funding, September 2023
POETRY ON THE SALISH SEA
Poetry on the Salish Sea offers a series of live poetry readings to residents and visitors to Port
Townsend and the Olympic Peninsula. Our mission is to knit people and communities together with
poetry and place. We propose offering eight poetry readings in Port Townsend in 2024, building on
the success of our inaugural 2023 season. We envision offering four indoor poetry readings in
downtown Port Townsend or Fort Worden during the winter/early spring months and four at
Wilderbee Farm June – September outdoors. Our fiscal sponsor is The Production Alliance. Our
sponsors include local businesses and nonprofits, including the PT Arts Commission, and we expect
to add several new sponsors to the list in our second year. TLAC funding would provide support for
artist honorariums, production/facility costs, lodging for poets, marketing, and staffing (local
workers and contracted businesses). We offer the poetry readings free of charge.
Poetry is singular, intimate, and compelling speech that crosses borders and awakens hearts and
minds, and Poetry on the Salish Sea is designed to ensure that poetry remains central to the cultural
and literary life of the Olympic Peninsula. We are committed to bringing outstanding poets from the
region—and beyond—to audiences in Port Townsend and believe the quality of our offerings will
increasingly attract audiences from urban centers up and down the Salish Sea, including the well-
traveled corridors from British Columbia to Portland and across the Cascade range. Poetry on the
Salish Sea is the only literary series on the Olympic Peninsula dedicated solely to poets and poetry.
Our town has a celebrated legacy as a home to poets, literary presses, and publishers, and we hope
to honor and build on that legacy. For our first year (2023), we offered six poetry readings at
Wilderbee Farm (host and sponsor), just minutes from downtown. The size of our audiences for the
first five readings speaks to a real hunger and love of poetry in our community. Poetry readings
typically draw between 5 - 25 poetrylovers. We’ve had an average of 75 people in the attendance at
each of our readings and about one-quarter were from out-of-town (raised hands).
Poetry on the Salish Sea celebrates the beauty, natural abundance, and strong literary arts community
in the PNW. Our guest poets are women and men from a variety of underserved/marginalized
communities and experiences, including LBGTQ, African American, Indigenous, Latinx, Asian, and
elder poets. We'll publicize the series through social media, e-newsletters, newspapers, radio, with
regional tribes, and on listserv to draw an audience of young and older visitors and residents of the
Olympic Peninsula and wider region.
POETRY ON THE SALISH SEA
2024 Proposed Budget
Honorariums/20 poets @ $300 per 6000.
4 readings w/2 poets = 8
4 readings w/3 poets = 12
Travel/4 poets @ $450 1800.
Marketing 4500.
design, website, social media,
printing (contract staff/volunteer)
Grantswriter/Funding 4000.
(contract staff/volunteer)
Facilities rental 600.
4 events @ $150
Sound technician/8 events @ $125 1000.
Food/communal dinners for poets 800.
Lodging/3 poets x 3 nights 3000.
+ 6 x 1 night @ $200 (=15)
Contingency 2500.
TOTAL $24,200.
If we were awarded LTAC funds, we would like to have a conversation
about the possibility of structuring a contract that would allow us to
access a portion of the funds every other month or so as events are
held. It would be very difficult for POTSS, a start-up organization, to
finance itself over 12 months without grant income disbursements.
Form W-9
(Rev. October 2018)
Department of the Treasury Internal Revenue Service
Request for Taxpayer
Identification Number and Certification
▶ Go to www.irs.gov/FormW9 for instructions and the latest information.
Give Form to the
requester. Do not
send to the IRS.Print or type. See Specific Instructions on page 3.1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
2 Business name/disregarded entity name, if different from above
3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.
Individual/sole proprietor or single-member LLC
C Corporation S Corporation Partnership Trust/estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶
Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.
Other (see instructions) ▶
4 Exemptions (codes apply only to
certain entities, not individuals; see
instructions on page 3):
Exempt payee code (if any)
Exemption from FATCA reporting
code (if any)
(Applies to accounts maintained outside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions.
6 City, state, and ZIP code
Requester’s name and address (optional)
7 List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid
backup withholding. For individuals, this is generally your social security number (SSN). However, for a
resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other
entities, it is your employer identification number (EIN). If you do not have a number, see How to get a
TIN, later.
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and
Number To Give the Requester for guidelines on whose number to enter.
Social security number
––
or
Employer identification number
–
Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because
you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid,
acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments
other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign Here Signature of
U.S. person ▶Date ▶
General Instructions
Section references are to the Internal Revenue Code unless otherwise
noted.
Future developments. For the latest information about developments
related to Form W-9 and its instructions, such as legislation enacted
after they were published, go to www.irs.gov/FormW9.
Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an
information return with the IRS must obtain your correct taxpayer
identification number (TIN) which may be your social security number
(SSN), individual taxpayer identification number (ITIN), adoption
taxpayer identification number (ATIN), or employer identification number
(EIN), to report on an information return the amount paid to you, or other
amount reportable on an information return. Examples of information
returns include, but are not limited to, the following.
• Form 1099-INT (interest earned or paid)
• Form 1099-DIV (dividends, including those from stocks or mutual
funds)
• Form 1099-MISC (various types of income, prizes, awards, or gross
proceeds)
• Form 1099-B (stock or mutual fund sales and certain other
transactions by brokers)
• Form 1099-S (proceeds from real estate transactions)
• Form 1099-K (merchant card and third party network transactions)
• Form 1098 (home mortgage interest), 1098-E (student loan interest),
1098-T (tuition)
• Form 1099-C (canceled debt)
• Form 1099-A (acquisition or abandonment of secured property)
Use Form W-9 only if you are a U.S. person (including a resident
alien), to provide your correct TIN.
If you do not return Form W-9 to the requester with a TIN, you might
be subject to backup withholding. See What is backup withholding,
later.
Cat. No. 10231X Form W-9 (Rev. 10-2018)
Form W-9 (Rev. 10-2018)Page 2
By signing the filled-out form, you:
1. Certify that the TIN you are giving is correct (or you are waiting for a
number to be issued),
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S. exempt
payee. If applicable, you are also certifying that as a U.S. person, your
allocable share of any partnership income from a U.S. trade or business
is not subject to the withholding tax on foreign partners' share of
effectively connected income, and
4. Certify that FATCA code(s) entered on this form (if any) indicating
that you are exempt from the FATCA reporting, is correct. See What is
FATCA reporting, later, for further information.
Note: If you are a U.S. person and a requester gives you a form other
than Form W-9 to request your TIN, you must use the requester’s form if
it is substantially similar to this Form W-9.
Definition of a U.S. person. For federal tax purposes, you are
considered a U.S. person if you are:
• An individual who is a U.S. citizen or U.S. resident alien;
• A partnership, corporation, company, or association created or
organized in the United States or under the laws of the United States;
• An estate (other than a foreign estate); or
• A domestic trust (as defined in Regulations section 301.7701-7).
Special rules for partnerships. Partnerships that conduct a trade or
business in the United States are generally required to pay a withholding
tax under section 1446 on any foreign partners’ share of effectively
connected taxable income from such business. Further, in certain cases
where a Form W-9 has not been received, the rules under section 1446
require a partnership to presume that a partner is a foreign person, and
pay the section 1446 withholding tax. Therefore, if you are a U.S. person
that is a partner in a partnership conducting a trade or business in the
United States, provide Form W-9 to the partnership to establish your
U.S. status and avoid section 1446 withholding on your share of
partnership income.
In the cases below, the following person must give Form W-9 to the
partnership for purposes of establishing its U.S. status and avoiding
withholding on its allocable share of net income from the partnership
conducting a trade or business in the United States.
• In the case of a disregarded entity with a U.S. owner, the U.S. owner
of the disregarded entity and not the entity;
• In the case of a grantor trust with a U.S. grantor or other U.S. owner,
generally, the U.S. grantor or other U.S. owner of the grantor trust and
not the trust; and
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust
(other than a grantor trust) and not the beneficiaries of the trust.
Foreign person. If you are a foreign person or the U.S. branch of a
foreign bank that has elected to be treated as a U.S. person, do not use
Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see
Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign
Entities).
Nonresident alien who becomes a resident alien. Generally, only a
nonresident alien individual may use the terms of a tax treaty to reduce
or eliminate U.S. tax on certain types of income. However, most tax
treaties contain a provision known as a “saving clause.” Exceptions
specified in the saving clause may permit an exemption from tax to
continue for certain types of income even after the payee has otherwise
become a U.S. resident alien for tax purposes.
If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items.
1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien.
2. The treaty article addressing the income.
3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions.
4. The type and amount of income that qualifies for the exemption from tax.
5. Sufficient facts to justify the exemption from tax under the terms of the treaty article.
Example. Article 20 of the U.S.-China income tax treaty allows an
exemption from tax for scholarship income received by a Chinese
student temporarily present in the United States. Under U.S. law, this
student will become a resident alien for tax purposes if his or her stay in
the United States exceeds 5 calendar years. However, paragraph 2 of
the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows
the provisions of Article 20 to continue to apply even after the Chinese
student becomes a resident alien of the United States. A Chinese
student who qualifies for this exception (under paragraph 2 of the first
protocol) and is relying on this exception to claim an exemption from tax
on his or her scholarship or fellowship income would attach to Form
W-9 a statement that includes the information described above to
support that exemption.
If you are a nonresident alien or a foreign entity, give the requester the
appropriate completed Form W-8 or Form 8233.
Backup Withholding
What is backup withholding? Persons making certain payments to you
must under certain conditions withhold and pay to the IRS 24% of such
payments. This is called “backup withholding.” Payments that may be
subject to backup withholding include interest, tax-exempt interest,
dividends, broker and barter exchange transactions, rents, royalties,
nonemployee pay, payments made in settlement of payment card and
third party network transactions, and certain payments from fishing boat
operators. Real estate transactions are not subject to backup
withholding.
You will not be subject to backup withholding on payments you
receive if you give the requester your correct TIN, make the proper
certifications, and report all your taxable interest and dividends on your
tax return.
Payments you receive will be subject to backup withholding if:
1. You do not furnish your TIN to the requester,
2. You do not certify your TIN when required (see the instructions for
Part II for details),
3. The IRS tells the requester that you furnished an incorrect TIN,
4. The IRS tells you that you are subject to backup withholding
because you did not report all your interest and dividends on your tax
return (for reportable interest and dividends only), or
5. You do not certify to the requester that you are not subject to
backup withholding under 4 above (for reportable interest and dividend
accounts opened after 1983 only).
Certain payees and payments are exempt from backup withholding.
See Exempt payee code, later, and the separate Instructions for the
Requester of Form W-9 for more information.
Also see Special rules for partnerships, earlier.
What is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a
participating foreign financial institution to report all United States
account holders that are specified United States persons. Certain
payees are exempt from FATCA reporting. See Exemption from FATCA
reporting code, later, and the Instructions for the Requester of Form
W-9 for more information.
Updating Your Information
You must provide updated information to any person to whom you
claimed to be an exempt payee if you are no longer an exempt payee
and anticipate receiving reportable payments in the future from this
person. For example, you may need to provide updated information if
you are a C corporation that elects to be an S corporation, or if you no
longer are tax exempt. In addition, you must furnish a new Form W-9 if
the name or TIN changes for the account; for example, if the grantor of a
grantor trust dies.
Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a
requester, you are subject to a penalty of $50 for each such failure
unless your failure is due to reasonable cause and not to willful neglect.
Civil penalty for false information with respect to withholding. If you
make a false statement with no reasonable basis that results in no
backup withholding, you are subject to a $500 penalty.
Form W-9 (Rev. 10-2018)Page 3
Criminal penalty for falsifying information. Willfully falsifying
certifications or affirmations may subject you to criminal penalties
including fines and/or imprisonment.
Misuse of TINs. If the requester discloses or uses TINs in violation of
federal law, the requester may be subject to civil and criminal penalties.
Specific Instructions
Line 1
You must enter one of the following on this line; do not leave this line
blank. The name should match the name on your tax return.
If this Form W-9 is for a joint account (other than an account
maintained by a foreign financial institution (FFI)), list first, and then
circle, the name of the person or entity whose number you entered in
Part I of Form W-9. If you are providing Form W-9 to an FFI to document
a joint account, each holder of the account that is a U.S. person must
provide a Form W-9.
a. Individual. Generally, enter the name shown on your tax return. If
you have changed your last name without informing the Social Security
Administration (SSA) of the name change, enter your first name, the last
name as shown on your social security card, and your new last name.
Note: ITIN applicant: Enter your individual name as it was entered on
your Form W-7 application, line 1a. This should also be the same as the
name you entered on the Form 1040/1040A/1040EZ you filed with your
application.
b. Sole proprietor or single-member LLC. Enter your individual
name as shown on your 1040/1040A/1040EZ on line 1. You may enter
your business, trade, or “doing business as” (DBA) name on line 2.
c. Partnership, LLC that is not a single-member LLC, C corporation, or S corporation. Enter the entity's name as shown on the
entity's tax return on line 1 and any business, trade, or DBA name on
line 2.
d. Other entities. Enter your name as shown on required U.S. federal
tax documents on line 1. This name should match the name shown on the
charter or other legal document creating the entity. You may enter any
business, trade, or DBA name on line 2.
e. Disregarded entity. For U.S. federal tax purposes, an entity that is
disregarded as an entity separate from its owner is treated as a
“disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter
the owner's name on line 1. The name of the entity entered on line 1
should never be a disregarded entity. The name on line 1 should be the
name shown on the income tax return on which the income should be
reported. For example, if a foreign LLC that is treated as a disregarded
entity for U.S. federal tax purposes has a single owner that is a U.S.
person, the U.S. owner's name is required to be provided on line 1. If
the direct owner of the entity is also a disregarded entity, enter the first
owner that is not disregarded for federal tax purposes. Enter the
disregarded entity's name on line 2, “Business name/disregarded entity
name.” If the owner of the disregarded entity is a foreign person, the
owner must complete an appropriate Form W-8 instead of a Form W-9.
This is the case even if the foreign person has a U.S. TIN.
Line 2
If you have a business name, trade name, DBA name, or disregarded
entity name, you may enter it on line 2.
Line 3
Check the appropriate box on line 3 for the U.S. federal tax
classification of the person whose name is entered on line 1. Check only
one box on line 3.
IF the entity/person on line 1 is a(n) . . .THEN check the box for . . .
• Corporation Corporation
• Individual
• Sole proprietorship, or
• Single-member limited liability
company (LLC) owned by an
individual and disregarded for U.S.
federal tax purposes.
Individual/sole proprietor or single-
member LLC
• LLC treated as a partnership for
U.S. federal tax purposes,
• LLC that has filed Form 8832 or
2553 to be taxed as a corporation,
or
• LLC that is disregarded as an
entity separate from its owner but
the owner is another LLC that is
not disregarded for U.S. federal tax
purposes.
Limited liability company and enter
the appropriate tax classification.
(P= Partnership; C= C corporation;
or S= S corporation)
• Partnership Partnership
• Trust/estate Trust/estate
Line 4, Exemptions
If you are exempt from backup withholding and/or FATCA reporting,
enter in the appropriate space on line 4 any code(s) that may apply to
you.
Exempt payee code.
• Generally, individuals (including sole proprietors) are not exempt from
backup withholding.
• Except as provided below, corporations are exempt from backup
withholding for certain payments, including interest and dividends.
• Corporations are not exempt from backup withholding for payments
made in settlement of payment card or third party network transactions.
• Corporations are not exempt from backup withholding with respect to
attorneys’ fees or gross proceeds paid to attorneys, and corporations
that provide medical or health care services are not exempt with respect
to payments reportable on Form 1099-MISC.
The following codes identify payees that are exempt from backup
withholding. Enter the appropriate code in the space in line 4.
1—An organization exempt from tax under section 501(a), any IRA, or
a custodial account under section 403(b)(7) if the account satisfies the
requirements of section 401(f)(2)
2—The United States or any of its agencies or instrumentalities
3—A state, the District of Columbia, a U.S. commonwealth or
possession, or any of their political subdivisions or instrumentalities
4—A foreign government or any of its political subdivisions, agencies,
or instrumentalities
5—A corporation
6—A dealer in securities or commodities required to register in the
United States, the District of Columbia, or a U.S. commonwealth or
possession
7—A futures commission merchant registered with the Commodity
Futures Trading Commission
8—A real estate investment trust
9—An entity registered at all times during the tax year under the
Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(a)
11—A financial institution
12—A middleman known in the investment community as a nominee or
custodian
13—A trust exempt from tax under section 664 or described in section
4947
Form W-9 (Rev. 10-2018)Page 4
The following chart shows types of payments that may be exempt
from backup withholding. The chart applies to the exempt payees listed
above, 1 through 13.
IF the payment is for . . .THEN the payment is exempt for . . .
Interest and dividend payments All exempt payees except
for 7
Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.
S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.
Barter exchange transactions and
patronage dividends
Exempt payees 1 through 4
Payments over $600 required to be reported and direct sales over
$5,0001
Generally, exempt payees
1 through 52
Payments made in settlement of payment card or third party network transactions
Exempt payees 1 through 4
1 See Form 1099-MISC, Miscellaneous Income, and its instructions.
2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup
withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency.
Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) written or printed on the line for a FATCA exemption code.
A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37)
B—The United States or any of its agencies or instrumentalities
C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities
D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i)
E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i)
F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state
G—A real estate investment trust
H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940
I—A common trust fund as defined in section 584(a)
J—A bank as defined in section 581
K—A broker
L—A trust exempt from tax under section 664 or described in section 4947(a)(1)
M—A tax exempt trust under a section 403(b) plan or section 457(g)
plan
Note: You may wish to consult with the financial institution requesting
this form to determine whether the FATCA code and/or exempt payee
code should be completed.
Line 5
Enter your address (number, street, and apartment or suite number).
This is where the requester of this Form W-9 will mail your information
returns. If this address differs from the one the requester already has on
file, write NEW at the top. If a new address is provided, there is still a
chance the old address will be used until the payor changes your
address in their records.
Line 6
Enter your city, state, and ZIP code.
Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and
you do not have and are not eligible to get an SSN, your TIN is your IRS
individual taxpayer identification number (ITIN). Enter it in the social
security number box. If you do not have an ITIN, see How to get a TIN
below.
If you are a sole proprietor and you have an EIN, you may enter either
your SSN or EIN.
If you are a single-member LLC that is disregarded as an entity
separate from its owner, enter the owner’s SSN (or EIN, if the owner has
one). Do not enter the disregarded entity’s EIN. If the LLC is classified as
a corporation or partnership, enter the entity’s EIN.
Note: See What Name and Number To Give the Requester, later, for
further clarification of name and TIN combinations.
How to get a TIN. If you do not have a TIN, apply for one immediately.
To apply for an SSN, get Form SS-5, Application for a Social Security
Card, from your local SSA office or get this form online at
www.SSA.gov. You may also get this form by calling 1-800-772-1213.
Use Form W-7, Application for IRS Individual Taxpayer Identification
Number, to apply for an ITIN, or Form SS-4, Application for Employer
Identification Number, to apply for an EIN. You can apply for an EIN
online by accessing the IRS website at www.irs.gov/Businesses and
clicking on Employer Identification Number (EIN) under Starting a
Business. Go to www.irs.gov/Forms to view, download, or print Form
W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to
place an order and have Form W-7 and/or SS-4 mailed to you within 10
business days.
If you are asked to complete Form W-9 but do not have a TIN, apply
for a TIN and write “Applied For” in the space for the TIN, sign and date
the form, and give it to the requester. For interest and dividend
payments, and certain payments made with respect to readily tradable
instruments, generally you will have 60 days to get a TIN and give it to
the requester before you are subject to backup withholding on
payments. The 60-day rule does not apply to other types of payments.
You will be subject to backup withholding on all such payments until
you provide your TIN to the requester.
Note: Entering “Applied For” means that you have already applied for a
TIN or that you intend to apply for one soon.
Caution: A disregarded U.S. entity that has a foreign owner must use
the appropriate Form W-8.
Part II. Certification
To establish to the withholding agent that you are a U.S. person, or
resident alien, sign Form W-9. You may be requested to sign by the
withholding agent even if item 1, 4, or 5 below indicates otherwise.
For a joint account, only the person whose TIN is shown in Part I
should sign (when required). In the case of a disregarded entity, the
person identified on line 1 must sign. Exempt payees, see Exempt payee
code, earlier.
Signature requirements. Complete the certification as indicated in
items 1 through 5 below.
Form W-9 (Rev. 10-2018)Page 5
1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983.
You must give your correct TIN, but you do not have to sign the
certification.
2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If
you are subject to backup withholding and you are merely providing
your correct TIN to the requester, you must cross out item 2 in the
certification before signing the form.
3. Real estate transactions. You must sign the certification. You may
cross out item 2 of the certification.
4. Other payments. You must give your correct TIN, but you do not
have to sign the certification unless you have been notified that you
have previously given an incorrect TIN. “Other payments” include
payments made in the course of the requester’s trade or business for
rents, royalties, goods (other than bills for merchandise), medical and
health care services (including payments to corporations), payments to
a nonemployee for services, payments made in settlement of payment
card and third party network transactions, payments to certain fishing
boat crew members and fishermen, and gross proceeds paid to
attorneys (including payments to corporations).
5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct
TIN, but you do not have to sign the certification.
What Name and Number To Give the Requester
For this type of account:Give name and SSN of:
1. Individual The individual
2. Two or more individuals (joint
account) other than an account
maintained by an FFI
The actual owner of the account or, if
combined funds, the first individual on
the account1
3. Two or more U.S. persons
(joint account maintained by an FFI)Each holder of the account
4. Custodial account of a minor
(Uniform Gift to Minors Act)
The minor2
5. a. The usual revocable savings trust
(grantor is also trustee)
b. So-called trust account that is not
a legal or valid trust under state law
The grantor-trustee1
The actual owner1
6. Sole proprietorship or disregarded
entity owned by an individual The owner3
7. Grantor trust filing under Optional
Form 1099 Filing Method 1 (see
Regulations section 1.671-4(b)(2)(i)
(A))
The grantor*
For this type of account:Give name and EIN of:
8. Disregarded entity not owned by an
individual
The owner
9. A valid trust, estate, or pension trust Legal entity4
10. Corporation or LLC electing
corporate status on Form 8832 or
Form 2553
The corporation
11. Association, club, religious,
charitable, educational, or other tax-
exempt organization
The organization
12. Partnership or multi-member LLC The partnership
13. A broker or registered nominee The broker or nominee
For this type of account:Give name and EIN of:
14. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or
prison) that receives agricultural
program payments
The public entity
15. Grantor trust filing under the Form
1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
Regulations section 1.671-4(b)(2)(i)(B))
The trust
1 List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person’s number
must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name and you may also enter your business or DBA name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN.
4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships, earlier.
*Note: The grantor also must provide a Form W-9 to trustee of trust.
Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.
Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.
To reduce your risk:
• Protect your SSN,
• Ensure your employer is protecting your SSN, and
• Be careful when choosing a tax preparer.
If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.
If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039.
For more information, see Pub. 5027, Identity Theft Information for Taxpayers.
Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059.
Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft.
Form W-9 (Rev. 10-2018)Page 6
The IRS does not initiate contacts with taxpayers via emails. Also, the
IRS does not request personal detailed information through email or ask
taxpayers for the PIN numbers, passwords, or similar secret access
information for their credit card, bank, or other financial accounts.
If you receive an unsolicited email claiming to be from the IRS,
forward this message to phishing@irs.gov. You may also report misuse
of the IRS name, logo, or other IRS property to the Treasury Inspector
General for Tax Administration (TIGTA) at 1-800-366-4484. You can
forward suspicious emails to the Federal Trade Commission at
spam@uce.gov or report them at www.ftc.gov/complaint. You can
contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).
If you have been the victim of identity theft, see www.IdentityTheft.gov
and Pub. 5027.
Visit www.irs.gov/IdentityTheft to learn more about identity theft and
how to reduce your risk.
Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your
correct TIN to persons (including federal agencies) who are required to
file information returns with the IRS to report interest, dividends, or
certain other income paid to you; mortgage interest you paid; the
acquisition or abandonment of secured property; the cancellation of
debt; or contributions you made to an IRA, Archer MSA, or HSA. The
person collecting this form uses the information on the form to file
information returns with the IRS, reporting the above information.
Routine uses of this information include giving it to the Department of
Justice for civil and criminal litigation and to cities, states, the District of
Columbia, and U.S. commonwealths and possessions for use in
administering their laws. The information also may be disclosed to other
countries under a treaty, to federal and state agencies to enforce civil
and criminal laws, or to federal law enforcement and intelligence
agencies to combat terrorism. You must provide your TIN whether or
not you are required to file a tax return. Under section 3406, payers
must generally withhold a percentage of taxable interest, dividend, and
certain other payments to a payee who does not give a TIN to the payer.
Certain penalties may also apply for providing false or fraudulent
information.
Bringing together the best in the region’s culinary
interests from farm and sea to table.
Facilitating industry networking and partnership opportunities
Creating educational culinary experiences for “Taste Tourists”
Communicating & celebrating regional culinary tourism success
Generating awareness about the overall bounty of the Peninsula
PO Box 473 • Port Angeles, WA 98362 • (360) 877-4332
OlympicCulinaryLoop.com
OUR MISSION
Check out the monthly “Fresh Sheet” at
OlympicCulinaryLoop.com/fresh-sheet,
look online for more local & seasonal
itineraries or make up your own!
GO: From Seas to Summit and Canal to Coast!
Travel the LOOP or follow a taste trail.
SEE: Set foot in the soils of growing food and
chat with farmers and artisan makers.
DO: Sniff the lavender fields, walk in a rainfor-
est, climb peaks, hike beaches, shop farmers
markets. Enjoy as you work up an appetite!
EAT: Farm-to-Fork couldn’t be closer as you
savor great seafood and sip fine wines and
ciders, or bite into wholesome food crafted
inhouse as you drink small batch spirits or
organic coffee roasted onsite.
STAY: Celebrate with fellow foodies in acco-
modations eager to share the most delicious
details of the Olympic Culinary Loop. From
B&B’s to hotels and historic lodges, book a
“base camp” or travel from inn-to-inn as you
eat your way around the LOOP!
ASK: A local expert at any of dozens of Visitor
Information Centers or contact the
Olympic Peninsula Visitor Bureau,
OlympicPeninsula.org • 1-800-942-4042
APPETIZING ITINERARIES
Ask for Chef Ron’s official Olympic
Peninsula Seafood Chowder by name. YUM!
FRESH | LOCAL | SEASONAL | SUSTAINABLE
OlympicCulinaryLoop.com
CULINARY FESTIVALS & MORE
Over 100 restaurants, farms and producers to visit and taste.
Be sure to return to the LOOP for any and all of our world
famous Festivals! Seasonal Cider & Wine trails, Chocolate and
Lavender, plus year-round celebrations of local Olympic
Coast Cuisine. Subscribe to our monthly “Fresh Sheet”
eNewsletter or visit olympicculinaryloop.com/events-
calendar for more information on these and other events
WINTER
Red Wine & Chocolate Tour: Olympic Peninsula Wineries each Feb. • OlympicPeninsulaWineries.org
SPRING
Ocean Shores Razor Clam & Seafood Festival: Convention Ctr., 3rd weekend of March • OSRazorClamFestival.org
SUMMER
Lavender Farm Tours, Sequim: mid-July VictorsLavender.com/lavender-festival-highlights
FALL
Dungeness Crab & Seafood Festival: Port Angeles City Pier, every Oct. • CrabFestival.org
CULINARY MAP
DELICIOUS EXPERIENCES
Around Washington State’s Olympic Peninsula
has been the most delicious way to experi-
ence the Olympic Peninsula. Olympic Coast
Cuisine is flavored by the region’s diverse
micro-climates, coastal proximity, and Native
American heritage. Sustainable locally grown
and harvested fruits, vegetables, herbs and
berries, gathered game, bountiful native sea
fare, and handcrafted area wines offer farm-
to-table experiences with a unique sense of
place. Freshly
prepared Olympic Coast Cuisine is best
enjoyed amid the beautiful scenery
that surrounds the Olympic Culinary Loop
FOR YEARS THE
OLYMPIC CULINARY LOOP
0
1. Go to OlympicCulinaryLoop.com and “SEARCH THE LOOP!” by Name, Location or Category Type.
2. Search results—and detailed listings—give you the option to “View Favorites” (upper right corner of any page).
3. Print out Favorites and start your culinary adventure!
Be sure to Post a Review on your Favorites listing. Share your adventures with others by sending your custom trip of Favorites to
Info@OlympicCulinaryLoop.com.
READ ON FOR THE INSIDER’S
SCOOP ON THE BEST sights, activi-
ties, and lodgings as you travel the
Olympic Culinary Loop. Or use our
online “Add Favorites” tag to easily
craft your very own itinerary.
FIND US @OlympicCulinaryLoop
2023 Approved
Line INCOME
3 Display Advertising $1,000.00
5 Partners
6 Mason County $1,000.00
7 Grays Harbor (and Ocean Shores)$2,500.00
8 Port Townsend ?
9 Jefferson County TCC $10,000.00
10 Port Angeles $4,500.00
11 Sequim $1,700.00
12 OPVB (Clallam)$7,000.00
13 Partners - Other $750.00
14 Total Partners $28,450.00
16 Membership Dues
17 Associate $4,000.00
18 Festival or Culinary Event $1,800.00
19 Industry $5,000.00
20 Pathways-to-Peninsula $500.00
21 Corporate $6,500.00
22 Total Membership Dues $17,800.00
23 Other Types of Income - Other
24 Total Income $ 46,250.00
26 EXPENSE
27 Culinary Adventure "legacy lure" MAP (Ferry)$1,770.00
28 Design Refresh (creative)$150.00
29 Map printing - members $280.00
30 Educational/Outreach $150.00
31 Social media boosts $240.00
32 Opportunity $500.00
33 Total Culinary Adventure/Lure Map $ 3,090.00
36 Website Refresh $2,300.00
37 Website Host/domain renewal $300.00
38 Web support $500.00
39 Total Website $3,100.00
41 Membership Director & Admin Asst
42 Marketing - FAM $1,000.00
43 Meals $650.00
44 postage $300.00
45 Expenses - reimbursed/diem $2,000.00
46 Lodging $650.00
47 Subscription
Olympic Culinary Loop
48 Office/Misc $0.00
49 Mileage $400.00
50 Admin Service transferred $375.00
51 Contractor Services $20,400.00
52 Commissions - membership & map sales 7%$500.00
53 Total Membership Director $26,275.00
55 Contract Bookkeeping $3,500.00
56 Travel - Admin $1,000.00
57 $4,500.00
59 Office Expenses $300.00
60 Bank Charges (QB fee)$250.00
61 Stripe $375.00
62 Software-License $1,050.00
63 Postage & Shipping $325.00
64 D&O Insurance $800.00
65 Professional Services - Tax Prep/QBs $1,400.00
66 Total Office Expense $4,500.00
67 Event Administration $1,200.00
68 BAD DEBT
70 Total Expense $ 42,665.00
72 Balance $ 3,585.00
1.Description of the event or project being proposed for LTAC funding
including a detailed project budget;
The Port Angeles Marathon Association (PAMA)promotes and manages the Run the
Peninsula (RTP)Larry Scott Run.
Run the Peninsula Race Series was started in 2019.The series is made up of 5 races
spanning sections of the Olympic Discovery Trail from Port Townsend to Port Angeles.Each
race offers a 5K,10K distance and some also offer a half-marathon distance.All finishers of
each race will receive a unique medal.Finishers of all five races receive a unique centerpiece
that will help to display an impressive showpiece of their accomplishments.Participants can
save on entry fees when they bundle more than one event.
October 14th,2023 will mark the 5th annual Larry Scott Run -5K,10K and Half-Marathon.The
event is held on the Olympic Discovery Trail as an out-and-back race.
Budgeted Cost by Type Total Estimated Budget Requested LTAX Portion
1.Marketing –Local $1,000 $
2.Marketing –Beyond 50 miles $8,000 $2,400
3.Marketing –Website-Social
Media-
$2,500 $
4.Event SWAG $5,000 $
5.Business Operation (Office
Personnel)
$4,000 $
6.Event Operation (Non-ROW
Utility-Timing,port-a-potties,etc.)
$8,000 $
7.ROW and Utility Requirements $2,500 $
8.Other (Describe):$3,000(see attached)$
Total Event Cost $34,000 $2,400
All of the total ask for this grant will be spent outside of Jefferson County.The total ask is
$2,400.The entire ask will be spent on social media advertising,such as website,
facebook,Instagrm,on course photos that athletes then share with family and friends all
over the internet.(https://www.facebook.com/runthepeninsula).Stating in January of this
year,the Port Angeles Marathon Association has already distributed spent $1,885 to print
45,000 rack cards and an additional $7,085 to distribute these rack cards to the following
locations throughout the entire year.(See Attached Rack Card).
Certified Folder Display Service, Inc to distribute rack cards and flyers throughout the Pacific
Northwest. This is a form of advertising is new to 2023, it is something that PAMA has never done,
but feel as though it is a missed market. The distribution of the rack cards included the following:
● Washington State Ferries
○ Pt. Townsend / Coupeville
○ Seattle / Bainbridge
○ Seattle Terminal - Pier 52
○ Seattle / Bremerton
○ Kingston / Edmonds
● Coho Ferry - Blackball - Victoria / Port Angeles
● Portland International Airport
● Seattle International Airport
● Bellingham International Airport
2.If your organization is a non-profit,a copy of your organization’s current
non-profit status with the IRS and/or Washington Secretary of State;
Yes,Port ANgeles Marathon Associaiton is a Non-Profit Organziation
registered with Washington State.Pease see the certificate.
3. Brochures or other information about your event, in particular items
showing recent tourism promotion efforts.
As of September 22, 2023 - This is the distribution of where participants are coming
from for this event.
If there is a city that has less than 3 participants it is not show and listed under "other".
Based on running trends we anticipate an additional 200-250 participants register in
the last 3 weeks.
Distribution of participants from cities for the Larry Scott Run on October 15, 2022. -
This is the distribution of where participants came from for the 2022 event.
If there is a city that has less than 4 participants it is not show and listed under "other".
September 22, 2023
Application and Proposal for Port Townsend Lodging Tax Funds
Description of the event or project being proposed for LTAC funding including a detailed
project budget:
First Night is an all-ages New Year's Eve extravaganza featuring live music and performances, interactive
art experiences, heritage and history exhibits, food, fireworks and more. The event takes place on
Sunday, Dec 31, 2023 at various locations in Downtown Port Townsend, and is a self-guided tour where
visitors and locals can visit indoor and outdoor downtown venues. The exact schedule and list of
performers/activities is still being solidified at the time of this proposal, but venues will include:
• Brigid's Loft | 647 Washington St - Dance classes
• Cotton Building | 607 Water St - Lantern decorating with Northwind Art
• JC Museum of Art & History | 540 Water St - crafts and hands-on activities
• Key City Public Theatre | 419 Washington St - theatrical performances
• Madison Street - outdoor entertainment
• The American Legion Hall - circus acts and acrobats variety show
Snacks, hot drinks, and all-ages craft mocktails for sale at Key City Public Theatre, PLUS food and
beverages for sale in Pope Marine Park.
TPA strives to create an accessible environment with entertainment for the whole community by
offering creative and inspiring activities tailored to different age groups. In addition to the musical and
acrobatic entertainment, the lantern parade will let all ages show off their hand-made lanterns and
bring people together. TPA is also going to invite Owl 360 (The Nest) to collaborate on a venue with
dedicated activities for teens/young adults, which would be a new addition to this event. We propose
to mentor youth interested in event coordination to develop the activities and creative venue space, so
they can gain hands-on experience organizing events, while tailoring it to their peers' interests. We are
also collaborating with Wolf and Crow Production on a late night indoor dance party at the American
Legion to ring in the new year.
This event brings in a considerable amount of pedestrian traffic to all of the businesses downtown,
providing a mid-winter economic boost for local stores and restaurants. Madison Street is closed to
vehicle traffic between Water and Washington streets from 6PM-10PM, which creates a safe, festive,
and engaging atmosphere for residents and travelers to enjoy music and entertainment free of charge.
With the City of Port Townsend LTAC funds, we would use the money for marketing management and
promotion, and to build partnerships with local businesses and hotels. TPA is currently working with the
Bishop Hotel on a promotional opportunity for the Olympic Peninsula Apple and Cider Festival by
offering their guests reduced ticket fees for the Cider Saloon on October 14th. Similar to the Cider
Festival, we are also planning to develop lodging and ticket packages for First Night, which would
encourage out of county residents to come to Port Townsend specifically to participate in the New Years
event. The Bishop Hotel and TPA would work to cross promote this event to the Bishop Hotel’s sizable
social media following. If chosen for LTAC funding, we would look to expand our hotel partnership with
other hotels downtown. This is a great opportunity for travelers to visit Port Townsend during the
holiday weekend with a federal holiday on Monday January 1st. Our packages would be promoted to
targeted online audiences in King, Whatcom, and Kitsap counties to attract regional visitors.
September 22, 2023
Our proposed budget is outlined below:
Marketing, Advertising, and Digital Design:
Social media manager to manage event promotion on Instagram, Facebook,
and other online platforms. Paid ads on social media (boosted posts)
$2,000
Digital and Print advertising $1,000
Graphic design for new event branding and art $500
Printing:
Flyers, hand bills, and posters $500
Roadside banners $1,500
Entertainment:
Musicians, Chaotic Noise (Seattle) $1,000
Fireworks show $3,000
The event website can be found here: https://theproductionalliance.org/events/first-night
LTAC – The Production Alliance Non-profit status
The Production Alliance is a 501(c)(3) nonprofit organization operating under our fiscal
sponsor StrongerTowns (strongertowns.org).
StrongerTowns
Innovation for Rural Communities
EIN: 81-2518239
1239 Taylor Street, Port Townsend, WA, 98368
strongertowns.org
StrongerTowns is located in Port Townsend, Washington and
serves all of Jefferson County. We are a 501(c)(3) nonprofit and
exist primarily on the volunteer efforts of our board, advisory
teams, and wonderful community members.
Founded in 2016, StrongerTowns has a goal of supporting local initiatives that have a need for
nonprofit status yet are still too nascent and experimental to warrant a full independent
corporate structure. StrongerTowns has six active programs underway— Skillmation, The
Production Alliance, Community Build, and YEA Music. StrongerTowns maintains strong
working partnerships with the EDC Team Jefferson, the Benji Project, Habitat for Humanity,
Port Townsend, Chimacum and Quilcene School Districts, Jefferson Community Foundation,
Owl 3060, WA State STEM, Rotary and Kiwanis.
StrongerTowns Board of Directors
● Martha Trolin, Chair
Adams Street, Port Townsend, WA
● Daniel Milholland, Vice Chair
Martin Road, Port Townsend, WA
● Ben Bauermeister
Taylor Street, Port Townsend, WA
● Daniel Ferland
Tyler Street, Port Townsend, WA
● Debbi Steele
Redwood Street, Port Townsend, WA
LTAC – The Production Alliance Non-profit status
The Production Alliance
Building Community Through Celebration
EIN: 81-2518239
870 Martin Road, Port Townsend, WA, 98368
theproductionalliance.org
The Production Alliance creates joy, inspires engagement,
and builds resilient communities by leading collaborative
partnerships to create dynamic and inclusive celebrations.
Our Alliance – our dedicated crew, stellar adult and youth volunteers, and talented
production partners – upholds community celebration and "sense of place" as conduits for
positive social change and improved quality of life in Jefferson County. We strive to be an
asset in our community by facilitating intergenerational mentorship, resource sharing,
sustainable practices, and broadscale volunteerism.
Established in 2019, The Production Alliance is a 501(c)(3) nonprofit organization operating
under our fiscal sponsor StrongerTowns.
TPA Core Team
● Daniel Milholland, Executive Director
● Kiyota Sage, Director of Technology
● Caraway Tobin, Technical Director
● Magdalene Adenau, Community Engagement & Outreach
● Ana Gonzalez, Marketing Coordinator
● Dan Anderson, Equipment & Public Safety Manager
● Shane Parish, Construction & Engineering
● Krista Myers, Event Coordinator
● Megan Claflin, Event Coordinator
● Tomoki Sage, Videographer
● Julia Cochrane, Parking Guru
● Indi Nelson, Event Crew
● Damon Barlow, Event Crew
Enhancing the Annual Holiday Extravaganza: A Convergence of
Culture, Community, and Tourism
The Annual Holiday Extravaganza, hosted in partnership with prominent nonprofit Jefferson
County Historical Society (JCHS) and the esteemed local radio station, KPTZ, is more than just an event. This annua party is a tradition that binds the local community and beckons visitors to partake in a festive day of culture, entertainment, and unity. Scheduled on the second Saturday of December at the Jefferson Museum of Art & History, this free and public celebration offers a harmonious blend of live music, insightful interviews, and
spirited trivia games, guaranteeing an enriching experience for both locals and visitors. KPTZ is not merely a radio station; it's a regional phenomenon. With a broadcast radius
spanning 30-40 miles outside of Port Townsend, their waves touch hearts in Seattle, echo across Vancouver Island, and resonate in Bellingham.
Come December 9, 2023, JCHS & KPTZ are poised to host between 200 and 300 enthusiastic guests at the Holiday Extravaganza. With KPTZ's expansive reach and dedicated audience, we predict the 2023 event to set a new benchmark in terms of awareness and participation.
Purpose of Request:
Guest Welcoming & Data Collection: A visitor's first impression often becomes the lasting
memory they associate with a place. By offering a warm and seamless reception at the Annual Holiday Extravaganza, we aim to engrain a sense of comfort and familiarity in our guests. Our vision is for attendees to leave with not just memories of a great event, but an eagerness to
revisit Port Townsend during winter and an enthusiasm to introduce friends to this lively event. Ensuring the front desk is generously staffed allows for more than just efficient check-ins. It
facilitates genuine interactions that make guests feel valued and appreciated. Additionally, with more hands on deck, we can collect more thorough and accurate data through the Representative Survey. This valuable information will be instrumental in shaping the future strategies and objectives of Port Townsend LTAC, ensuring that our efforts continually align with the evolving needs and preferences of our visitors.
Marketing & Advertisement Boost: Winter, often perceived as an offseason, represents untapped potential for invigorating Jefferson County's economy. Targeting regions within a 20-50 mile radius of Port Townsend, our enhanced marketing and advertising strategy is designed to amplify the allure of the Holiday Extravaganza. By specifically catering to expanded geographical ranges, we aim to attract neighboring communities and tourists looking for close-by winter getaways. An investment in this focused marketing initiative not only ensures a steady
stream of visitors for the event but also supports the continuous vibrancy of our local economy throughout the colder months.
HOLIDAY EXTRAVAGANZA 2023 BUDGET
09-Dec-23
Front Desk Staffing $500.00
Advertising $400.00
Marketing Materials $50.00
Data Collection $350.00
TOTAL $1,300.00
1.Description of the event or project being proposed for LTAC funding including a
detailed project budget;
We are requesting funding to create a multi-venue wedding expo/tour in 2024 with the
goal of showcase the beauty and versatility of the Quimper/Olympic Peninsula as a
premier wedding and event destination while providing a platform for local creatives and
event professionals to collaborate,network,and demonstrate their talents.
Our proposed multi-site expo will feature diverse venues across our service area/county
such as:
❖Fort Worden -Port Townsend
❖Northwest Maritime Center -Port Townsend
❖Misty Clover Farm -Port Townsend/Discovery Bay
❖The Resort at Port Ludlow -Port Ludlow
❖Finnriver -Chimacum
And offer our members the opportunity to demonstrate their services through:
❖Vendor Exhibitions:A curated selection of vendors,including florists,
photographers,caterers,planners and more will showcase their services at each
location.
❖Workshops and Demonstrations:Makeup artists,hair stylists,wedding planners.
❖Local Food &Beverage Tastings:Local restaurants,caterers,and bakeries will offer
tastings of their wedding menu offerings.
❖Interactive Installations and Photo Opportunities:Creative and
Instagram-worthy installations throughout the event venues.
Budget -Item Cost
Kitsap Wedding Expo exhibition 10 x 20 double corner booth $850
Attend Wedding Expo to promote our location and venues as well as generate leads and promote our
ownExpo event.Vendors who choose to participate will buy-in to theco-op to offset some of thecosts
for their exposure.
Quimper Events Collective |Port Townsend Lodging Tax Application 2023 ~Page 1
Print advertising -2 half page ads in Seattle region/Washington
(Seattle Met,1889,Washington Wedding Day or other publications).
$6,000
Advertising opportunities (digital or print)$5,300
Social media advertising $1,000
Ten hours of contracted design and review of materials at $25/hour $250
Collateral manufacturing costs $600
Event materials -swag,prizes,etc.$500
Insurance $500
Total $15,000
The reason we have budgeted a large amount to marketing/advertising is because this is a
new event,it lacks the recognition and reputation that established events hold.Therefore,
we need additional advertising resources to build and promote our event in the market.In
the highly competitive event industry,it's essential to stand out.Allocating extra funds to
advertising will allow us to effectively compete for attendees'attention and ensure our
event is on their radar.To achieve our attendance targets,we must reach a wide and
diverse audience.Increased advertising will enable us to target various demographics and
interest groups,expanding our reach beyond our initial network.
Sponsorship Attraction:To secure sponsorships crucial for the event's success,we need
to demonstrate a strong marketing plan.Excess advertising funds will allow us to
showcase the promotional benefits sponsors will receive,making it more enticing for
potential partners.
Long-Term Sustainability:Building a successful expo takes time.Additional advertising
investments now can help us establish a strong foundation for future editions,ensuring
the event's sustainability and growth over time.
Quimper Events Collective |Port Townsend Lodging Tax Application 2023 ~Page 2
I, STEVE R. HOBBS, Secretary of State of the State of Washington and custodian of its seal, hereby issue this
ARTICLES OF INCORPORATION
to
QUIMPER EVENTS COLLECTIVE
A WA NONPROFIT CORPORATION, effective on the date indicated below.
Effective Date: 08/08/2023
UBI Number: 605 305 564
Given under my hand and the Seal of the State
of Washington at Olympia, the State Capital
Steve R. Hobbs, Secretary of State
Date Issued: 08/08/2023
Key Criteria Criteria Points Poetry Salish Sea Oly Culinary Loop Larry Scott Run First Night Holiday Extrava Wedding Expo
Does the proposal…
Y: proceed Y Y Y Y Y Y
N: ineligible
Provide additional visitations to Port Townsend in the offseason?3 3 2 3 3 3 3
Provide a new (< 3 yr) offering to Port Townsend?2 2 0 0 0 0 2
Create local jobs or utilize local vendors?3 3 1 3 3 3 3
Reflect partnerships with local organizations and businesses?2 2 2 2 2 2 2
Leverage matching or in-kind funds?2 2 2 2 2 0 2
Does not have a board or staff member represented by the LTAC?1 1 1 1 1 1 0
Is a non-profit?1 1 1 1 1 1 1
Has a track record of project success?2 2 2 2 2 2 1
Did not receive funds the previous year?1 1 1 1 1 1 1
Occuring over more than one day? 2 2 2 0 0 0 2
Of at least 100 participants?1 1 1 1 1 1 1
Of over 250 participants?2 2 2 2 2 0 1
..open to the public and include a free attendance option?1 1 0 0 1 1 1
Total Points 23 23 17 18 19 15 20
Additional Information
Updated August 2023 Amount requested 7,500.00$ 5,000.00$ 2,400.00$ 9,500.00$ 1,300.00$ 5,000.00$
Total Project Budget 24,200.00$ 33,000.00$ 34,000.00$ 21,000.00$ 5,000.00$ 15,000.00$
% of total from LTAC 31%15%7%45%26%33%
Dates of the project 1/1 - 12/15/2024 1/1 - 12/31/2024 10/14/2023 12/31/2023 12/9/2023 Oct-24
TOTAL LTAC REQUEST FALL 2023 30,700.00$
less 2024 18,200.00$
PORT TOWNSEND LODGING TAX GRANT CRITERIA
Increase number of visits and overnight stays as per RCW 67.28?
Is the proposal from an organization that…
Is the project/event projected to attract visitors/attendance…
Key Criteria Criteria Points Poetry Salish Sea Oly Culinary Loop Larry Scott Run First Night Holiday Extrava Wedding Expo
Benefit visitors and residents per our vision?Y or N
Fit our understanding of Sustainable Tourism per our vision? Y or N
Marketing primarily PT or primarily the surrounding communities?PT or SC PT SC SC PT PT 50/50
PORT TOWNSEND LODGING TAX GRANT CRITERIA
Lodging Tax Advisory Committee (LTAC)
2024 Grant Deadlines
DRAFT
Spring Round
Monday, January 20 – Call for Proposals
Friday, February 23 – Spring Grant Deadline
Tuesday, March 12 – LTAC Grant Application Review
Fall Round
Monday, July 22 – Call for Proposals
Friday, August 30 – Fall Grant Deadline
Tuesday, September 10 – LTAC Grant Application Review
LTAC
STRATEGIC
PLANNING Our vision of sustainable tourism is to
reinvest community resources to enhance
the lives of both residents and visitors.
AGENDA
2
•Introduction
•2023 overview: highlights and lessons learned
•Planning overview: opportunities, challenges and key metrics
•Looking ahead
•Discussion
LTAC Strategic Planning
OUR COMMITTEE
3
• Owen Rowe (Chair) - Elected Official
• Nathan Barnett (Vice Chair), Old Consulate Inn - Collector
• Natalie Maitland, Fort Worden Hospitality - Collector
• Kate Philbrick, Northwest Maritime Center and Swan Hotel - Collector
• Katy Goodman, Centrum - Recipient
• Danielle McClelland, Port Townsend Film Festival - Recipient
• Denise Winter, Key City Public Theatre - Recipient
• Mari Mullen, Port Townsend Main Street -Non-Voting
• Dana Petrick, Jefferson County Chamber of Commerce - Non-Voting
• Cindy Finnie - At Large Position - Prior Collector
• Shelly Leavens – Communications & Marketing Manager - Staff Liaison
2023 OVERVIEW
HIGHLIGHTS & LEARNING OPPORTUNITIES
2023 HIGHLIGHTS
Launched a new
community grant program
New committee members, new chair
and co-chair, and dedicated staff to help
steward this group of volunteers and
provide accountability for the fund
Started the process for looking
further out and aligning with City,
community, and regional tourism
goals
5 LTAC Strategic Visioning
2023 LEARNING OPPORTUNITIES
Collaboration
Meeting
Schedule
Data
Marketing is a team sport. We need
more than one person or organization
working together to achieve the
results we want based on our vision.
Many special meetings meant it was
hard to gather a quorum and set
expectations for committee time.
Decisions are harder to make based
on assumptions and guestimates
versus data from reliable sources
2023 STRATEGIC PLANNING PROCESS
APRIL MAY
Strategic planning
retreat
Hire Marketing
Manager: 50%
position
6 LTAC Strategic Visioning
AUGUST
Adopt vision
statement
Issue first round of
grant awards and
refine criteria
SEPTEMBER
Bring in new
committee members
12 hours of LTAC
one on one
interviews with
Marketing Mgr
OCTOBER
Issue second round
of grant awards
Review draft
strategic plan and
draft 2024 budget
Ongoing analysis of how we fit in the visitor experience ecosystem
Ongoing refinement of how we work within the City’s Advisory Board system
Retreat and Interviews
“…economically, environmentally, and culturally doesn’t detract, and whenever possible, enhances, our local community.”
“It means we invest in people.”
“It means that we create an ecosystem where we can nourish our community while at the same time welcoming and educating tourists about our area”
SUSTAINABLE TOURISM
“…helps build an economy where people can live, work, and
have a high quality of life in the place where they live.”
“Sustainability requires a holistic view of costs and benefits, that in today’s society, encompasses economics, climate, & community, with long term goals.”
OPPORTUNITIES & CHALLENGES
The most robust electric-powered mobility system for a small town in WA
A visitor experience that is free of single-use plastic
Every 15-minutes electric bus service
A car-free visitor experience
A single ticketing system for all events, shows, and programs
Big Thinking
Let’s think big – what is our Big Hairy Audacious Goal (BHAG)? Mindset shift from whether we are doing things right, to whether we are doing the right things.
Health care & healing arts tourism
Lodging tax contributing to workforce housing affordability
L odging tax being used to support disaster preparedness
“…our fund isn’t big enough to make an impact in housing.”
“The entirety of Port Townsend is in our scope to serve, the whole city limits, but density, walkability, and transit matters, how do we keep infrastructure compact?”
FOCUS: Geographic & conceptual scope
We have branded ourselves as a Victorian Seaport and Arts Community. We have a lot of history that extends before and after the Victorian Era, a strong Marine Trades sector, outdoor recreation opportunities, and farms at our doorstep.
We have to take care of basic needs. Can I get a table? Where can I use the restroom? How do I get to Fort Worden? Where can I go on a cold, rainy evening with my kids?
“We want the Culture of PT to show up in the visitor experience. It is present within our history, the key industries like our marine trades and our mill, and within the abundance of active experiences: fishing, kayaking, bike rentals, and trails.”
Visitor Experience, first and foremost
“When people are traveling there
are different connections people are
making to place and each other. &
there are new trends in tourism,
service travel, ecotourism, groups
on volunteer vacations.”
“There are some larger social issues at play when we look at capacities for sustainable tourism. The pandemic changed the hospitality industry and perceptions of workers and customers and expectations. We are still recovering from that and recalibrating.”
“It can be a delicate balance. One
person’s perception of too much or
too little depends on business
goals, personal preference, etc. For
example ‘not having a parking
space’ is big for the community.”
Capacity & culture for change
Limitations exist for the historic districts, sign code, transit reach, and attitudes around the growth of the visitor economy.
How are we involving future generations in our conversations?
Our individual capacity is limited but we can do more together. Partnerships can help make BHAGs possible.
“Contributing to a working ecosystem is important to people wanting to visit this place, otherwise we are just talking about what we are doing instead of supporting what we are doing so that it can be sustainable”
R elationships and partnerships across sectors
Public education from organizations that value and rely on visitors will build awareness of the interconnectedness of the local economy and visitors’ contributions to our quality of life.
How much more trash & emissions are we creating in our community as we grow the visitor economy? We have a responsibility to protect our marine environment.
We are surrounded on three sides by water. Downtown is built on fill. We rely on bridges & ferries.
How will climate change & natural disasters affect our priorities for investment, & how will our investments affect how we adapt to climate change?
Our environment & public safety
Do our emergency responders have the capacity to scale up in the summer?
Are our local businesses & residents prepared to help visitors navigate a natural disaster?
KEY METRICS
M
Lodging Tax Fund Growth
Interconnected Planning
Results Show Up in Numbers
And … Hearts & Minds
DATA TO HELP US MAKE DECISIONS,
KEY DATA Volume of and types of experiences
Lodging types, vacancies and rate study Sales tax paid by visitors v residents
Number of visitors seasonally, annually Use of paper, digital, in-person, and social engagement
Demographics of our visitors Travel distances and length of stay
Attendance at all the big events Total economic impact from tourism
Transit & transportation use by visitors Groups v families v couples v individuals
Weekday v weekend visitation21LTAC Strategic Visioning
TELL A STORY &
MEASURE GROWTH
LOOKING AHEAD TO 2024 AND BEYOND
MILESTONES
1 YEAR 2 YEARS
Re-established key
relationships and
Integrated our work
with Comp Plan and
OlyPen Master Plan
Planning and budget
based within our
BHAG, data and
City’s vision
Collected &
reported back on
data
Actively planning for
infrastructure project
using reserve
Established a
marketing working
group and
marketing plan
Public and business
community more
informed around
visitor economy
23 LTAC Strategic Visioning
3 YEARS
Seeing results from
targeted shoulder
season visitor
economy
Sustainable tourism
is actionable
Thinking bigger,
more data driven,
storytelling and
collaboration are in
our DNA
5 YEARS
Fund has grown due
to growth in lodging
and seasonal activity
12 YEARS
Funding is freed up
to contribute to
workforce housing
affordability
STRATEGIC FOCUS YEAR ONE
24
Begin to Re-establish Key Relationships
o Local organizations serving visitors, operating events and lodging
o Local businesses relying on visitors, businesses in key sectors
o Regional tourism sector – county LTAC, OPTC, TCC, WA Tourism
o Vital services like transit and emergency services
o Prioritize types of data and methods for collection
o Contract to help collect data
o Analyze and report back on key data points with consistency
Establish marketing working group and marketing plan
Collect, analyze and report back on data
o Invitations to existing partners and new individuals with expertise
o Develop an actionable marketing plan together
o Infrastructure work tied to Comp Plan
o Marketing work tied to OlyPen Master Plan and Arts & Culture Plan
o Shoreline Master Plan – Climate Plan
o Non-Motorized Transportation Plan
Integration withother Planning
STRATEGIC FOCUS YEAR 2
25
Planning and budget from data & relationships
o Marketing and fund direction based in data and analysis
o BHAG based in people and relationships
o Infrastructure project based in integrated planning effort
Public and businesses informed around visitor economy
o Public education campaign that includes key
business sector conversations and leans into the
story that data tells – people-centered and
economic development centered
o Local organizations serving visitors, operating events and lodging
o Local businesses relying on visitors, businesses in key sectors
o Regional tourism sector – county LTAC, OPTC, TCC, WA Tourism
o Tapping vital services like transit and emergency services
Cultivate Key Relationships
MILESTONES
1 YEAR 2 YEARS
Re-established key
relationships and
Integrated our work
with Comp Plan and
OlyPen Master Plan
Planning and budget
based within our
BHAG, data and
City’s vision
Collected &
reported back on
data
Actively planning for
infrastructure project
using reserve
Established a
marketing working
group and
marketing plan
Public and business
community more
informed around
visitor economy
26 LTAC Strategic Visioning
3 YEARS
Seeing results from
targeted shoulder
season visitor
economy
Sustainable tourism
is actionable
Thinking bigger,
more data driven,
storytelling and
collaboration are in
our DNA
5 YEARS
Fund has grown due
to growth in lodging
and seasonal activity
12 YEARS
Funding is freed up
to contribute to
workforce housing
affordability
THANKS FOR YOUR INPUT!
DISCUSSION
Please fill out our post-
meeting survey
Lodging Tax Advisory Committee (LTAC)
2024 Meeting Schedule
DRAFT
This document is a summary of the yearly approach to LTAC meetings and the development of the LTAC
budget. LTAC meets on 2nd Tuesdays, from 3:00-5:00PM in odd months. The development of the LTAC
budget is part of the development of the City of Port Townsend budget. This begins nearly 6 months
before the start of the subsequent year and includes state-mandated statutory milestones and
deadlines.
1. January 10 – Contracting, Review, Call for Proposals. The City initiates agreements with LTAC
funding recipients in accordance with current-year budget, including terms, deliverables,
insurance requirements, and scope of work. LTAC reviews previous year reporting and assesses
current year projections. LTAC reviews the RFP for allocated grant funding.
2. March 12 – Spring Grant Application Review. Review first cycle applications for LTAC funding,
including Q&A with funding applicants, and make decisions on grant funding. Depending on
revenue forecasts and quality of proposal, LTAC may decide to hold funding awards until Fall
Cycle. Advertise for new LTAC members (appointments through May on rolling cycle).
3. May 14 - Budget Priorities and Plan/Project Review – In the May/June time period, LTAC
receives a call from Mayor/City Manager to LTAC (and all City advisory boards) for workplan
items and budget request. Note that the overall LTAC budget is forecasted by the City Finance
team; LTAC makes a formal recommendation to City Council for use of those funds. LTAC
reviews progress on the 2024 workplan, reviews data, marketing, and project progress.
4. July 9 - Call for Proposals, Budget Priorities. The City, on behalf of LTAC, advertises a call for
proposals for the second half of (or the remaining) allocated grant funding for the year. LTAC
considers priorities for next fiscal year and suggests a preliminary LTAC budget. LTAC weighs a
range of objectives within the scope of the criteria to determine a recommended budget.
5. September 10 – Fall Grant Application Review, Budget Recommendation to City Council. LTAC
reviews proposals for the second half of the allocated grant funding of the year. LTAC votes on a
budget and submits a recommendation to City Council in advance of a decision on the final City
budget. City Council may choose to approve/incorporate or may send the recommendation
back to LTAC for further discussion.
6. November 12 – Annual Review. LTAC reviews progress on the 2024 workplan, 2024 marketing
and visitation data, hears from grantees, partners, and contractors on annual work, plans annual
meeting schedule, plans 2025 grant deadlines, and ties up loose ends in discussion.
Attachment A:
General LTAC Information
City of Port Townsend Lodging Tax Fund Overview
Port Townsend’s Lodging Tax Fund is the primary source of City funding for activities, operations,
and expenditures designed to increase tourism. The fund has been used to market Port Townsend;
construct and maintain tourism-related infrastructure like public restrooms, winter lighting and
garbage facilities; offer sponsorships for events and organizations; pay fee waivers for use of City
facilities; and pay debt service, among other things allowable by state law.
HIGH PRIORITY will be given to tourism activities that:
• Have a demonstrated potential or high potential to result in overnight stays by tourists in
lodging establishments within the City of Port Townsend. Preference may be given to stays
during shoulder season.
• Promote Port Townsend and/or events, activities, and places in the City of Port Townsend
to potential tourists from outside Jefferson County.
• Have demonstrated or high potential to result in documented economic benefit to Port
Townsend.
• Have a demonstrated history or success in Port Townsend 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.
• City Facilities are available on a first-come; first-serve basis. Please ensure that your
selected dates are available by checking the City website. A facility-use scholarship will not
give you priority to use your selected facility or bump another event from the reservation
calendar.
State Law Excerpts
RCW 67.28.1816 – Use of Lodging Tax Fund.
General Information
Lodging tax revenue under this chapter may be used, directly by any municipality or indirectly
through a convention and visitors bureau or destination marketing organization for:
a. Tourism marketing;
b. The marketing and operations of special events and festivals designed to attract tourists;
c. Supporting the operations and capital expenditures of tourism-related facilities owned or
operated by a municipality or a public facilities district created under chapters 35.57 and
36.100 RCW; or
d. Supporting the operations of tourism-related facilities owned or operated by nonprofit
organizations described under 26 U.S.C. Sec. 501(c)(3) and 26 U.S.C. Sec. 501(c)(6) or the
internal revenue code of 1986, as amended.
RCW 67.28.080 – Definitions.
• "Municipality" means any county, city or town of the state of Washington.
• "Operation" includes, but is not limited to, operation, management, and marketing.
• "Person" means the federal government or any agency thereof, the state or any agency,
subdivision, taxing district or municipal corporation thereof other than county, city or
town, any private corporation, partnership, association, or individual.
• "Tourism" means economic activity resulting from tourists, which may include sales of
overnight lodging, meals, tours, gifts, or souvenirs.
• "Tourism promotion" means activities 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 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, and used to support
tourism, performing arts, or to accommodate tourist activities.
• "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.
2022 2023 2024
Adopted Adopted
Proposed 10/10
LTAC regular
meeting
Beginning Fund Balance 415,629 522,592 -
Revenues
Taxes 441,000 525,000 550,000
Licenses & Permits - - -
Intergovernmental Services - - -
Charges for Goods & Services - - -
Fines & Penalties - - -
Miscellaneous Revenue 150 750 750
Other Increases - -
Other Financing Sources (inc. Transfers In)- - -
Total Revenue 441,150 525,750 550,750
NOTES
Expenditures
Salaries & Wages & Benefits - 75,000 75,000
Services 194,187 264,343 299,918
Visitor Center Operations 109,180 136,475 83,400
Marketing (incl. CD support in 2023) 45,000 56,250 115,000
Tyler Plaza Tent Rental 2,500
Data Collection 20,000
General Fund Overhead 19,507 17,618 17,618
Creative District Support - 1,000 8,400
Facility rental waivers 10,000 10,000 10,000
2024 Community Grants - 25,000 30,000
Big Belly Contract 10,500 15,500 15,500
Capital Outlays 15,000 15,000 15,000
5,000
Other Financing Uses (inc. Transfers Out) 125,000 125,000 125,000
Total Expenditure 334,187 479,343 519,918
Net Change in Fund Balance 106,963 46,407 30,832
Ending Fund Balance 522,592 568,999
Sufficient to Meet Obligations
Transferred to Debt Services through 2035 for Water Street Overlay, Visitor Center
Sims Way frontage, SR 20 pedestrian walkway and Quincy/Jefferson Street
Sidewalks.
Three year contract for this amount
Winter Lights PT Mainstreet
Banners and signage
Per Finance Dept
see breakout sheet
15K in each round
Half of a Communications & Marketing Manager
see breakout sheet
focus on shoulder seasons. co-op between various entities: included but not limited
to: OPTC, VIC, Main Street, Contractors
City of Port Townsend
LODGING TAX FUND
BUDGET SUMMARY 2024 Draft Proposal For Discussion
Lodging Tax
Page 1 of 2
NOTES
Infrastructure Spend 2024
VIC operations $83,400 debt 24%25,400.00$ Media Ad Buys: DMO
Big Belly $15,500 infrastructure 23%56,250.00$ Winter and Pivot Marketing
Lights & Banners $20,000 marketing 22%10,500.00$ Digital Marketing: DMO
$118,900 salaries/strategy 14% 22,400.00$ Pass-thru contracts
grants 6%114,550.00$
waivers 2%
Note on proposed restroom infrastructure project: there is an estimated two-year planning period with implementation in the third year.
Marketing 2023 for comparison% spend 2024
Page 2 of 2
2024
Proposed VIC
Budget Allocation NOTES
Expenditures
Salaries & Wages & Benefits 42,600 based on Q3 2023 YTD actuals
VIC Occupancy 17,500 based on Q3 2023 YTD actuals
VIC Operations & Volunteers 13,300 based on Q3 2023 YTD actuals
Services 10,000
Website and Social Media for Enjoy PT 6,000 based on Q3 2023 YTD actuals
Photo and video asset collection 4,000
Marketing - fund managed by Marketing Manager:
decisions of co-op w/ various entities,
including but not limited to: OPTC, VIC,
Main Street, Contractors
Total Expenditure 83,400
City of Port Townsend
LODGING TAX FUND
BUDGET SUMMARY 2024 Draft Proposal For Discussion
Lodging Tax
BUDGET SUMMARY 2024 Draft Proposal For Discussion
2024
Proposed Main
Street Budget
Allocation NOTES
Expenditures
-
Winter Lights 15,000 provided year over year
Creative District 8,400 2024 request, see below
Implementation of the Arts and Culture Plan 3,000
Operation of Artists Directory 2,400
Soundcheck support 3,000
Marketing - this is folded into a collaborative marketing effort
Total Expenditure 23,400
City of Port Townsend
LODGING TAX FUND
Lodging Tax
PORT TOWNSEND CREATIVE DISTRICT FINANCIAL LTAC REQUEST
2023
Create Artist Registry 6,000.00$
operation year 1 2,400.00$
Develop Arts & Culture Plan 15,000.00$
implementation of Arts & Culture plan year 1 3,000.00$
WSDOT Creative District Highway signage 1,000.00$
(75% underwrite --3 signs)
Soundcheck support 3,000.00$
year 1
TOTAL YEAR ONE 30,400.00$
2024
Artist Registry operation year 2 2,400.00$
implementation of Arts & Culture plan year 2 3,000.00$
Soundcheck support year 2 3,000.00$
TOTAL YEAR 2 8,400.00$
2025
Artist Registry operation year 3 2,400.00$
implementation of Arts & Culture plan year 3 3,000.00$
Soundcheck support year 3 3,000.00$
TOTAL YEAR 3 8,400.00$
GRAND TOTAL 47,200.00$
ptcreativedistrict.org