HomeMy WebLinkAboutC-6275(C) - Grant Agreement for FY 15-16 - Wine and Food FestivalGRANT AGREEMENT
BETWEEN THE CITY OF NEWPORT BEACH AND
NEWBE PRODUCTIONS, LLC
This Grant Agreement ("Agreement") is entered into this 28th day of September,
2015 ("Effective Date"), by and between the City of Newport Beach, a California
municipal corporation and Charter City ("City"), and NEWBE PRODUCTIONS, LLC, a
California limited liability company located at 2400 West Coast Highway, Suite 11-104
Newport Beach, CA 92663 ("Grantee"). City and Grantee are at times individually
referred to as "Party" and collectively as "Parties" herein.
RECITALS
A. It is the policy of the City Council that the City's budget specifically allow the City
Council to direct revenue towards non-profit agencies, community groups,
community events, or enhancement projects with worthy projects or programs
which the City Council deems beneficial to resident's quality of life.
B. Grantee requested a grant from the City for the Newport Beach Wine & Food
Festival ("Grant Proposal").
C. The City Council determined the Grant Proposal is for a worthy project that will
benefit the City's resident's quality of life.
D. The City Council approved a grant in the amount of Thirty Five Thousand
Dollars and 00/100 ($35,000.00) ("Grant Funds") to Grantee pursuant to certain
conditions regarding expenditure, reporting, and accounting requirements.
NOW, THEREFORE, the Parties agree as follows:
1. GRANT
1.1. City awards to Grantee Grant Funds in the amount of Thirty Five Thousand
Dollars and 00/100 ($35,000.00) as requested by Grantee in the Grant Proposal
attached hereto as Exhibit A and incorporated herein by reference, or such other
amount as authorized by the City Council.
1.2. Grant Funds shall be disbursed by City to Grantee as follows (select one):
® At the time of execution of this Agreement.
2. TERM
The term of this Agreement shall commence on the Effective Date and shall
continue in full force and effect until June 30, 2016, unless terminated earlier as
provided herein.
3. RESTRICTIONS ON USE OF FUNDS
3.1. The Grant Funds are subject to the following expenditure conditions
("Approved Uses"):
3.1.1. The Grant Funds shall be expended solely for the purposes
provided in Exhibit A;
3.1.2. The Grant Funds shall not be used for any activity that would
violate City, state or federal statutory or decisional law such as regulations affecting
non-profit or tax exempt organizations exempt from taxation pursuant to Section
501(c)(3) of the Internal Revenue Code; and
3.2. Grantee further warrants to City that the Grant Funds will be spent solely for
the Approved Uses and the Grant Funds shall be used by Grantee during this
Agreement's term otherwise the Grant Funds shall be returned to City, as provided in
Section 6 below.
4. PERFORMANCE MEASURES
4.1. Grantee shall adhere to the following objectives and performance
measures ("Performance Measures"):
4.1.1. Grantee shall abide by the measureable objectives and
performance measurements detailed in the Performance Measures attached hereto as
Exhibit B and incorporated herein by reference.
5. REPORTING AND ACCOUNTING REQUIREMENTS
5.1. At all times during the term of this Agreement, Grantee shall maintain true,
proper, and complete books, records, and accounts (collectively, "Books and Records")
in which shall be entered fully and accurately all transactions taken with respect to the
operations of Grantee under the Grant Proposal and the expenditure of the Grant
Funds. Grantee shall maintain the Books and Records in accordance with Generally
Accepted Accounting Principles.
5.2. If the Grantee has been audited by an independent auditor or has been the
subject of a compliance audit/examination by a grantee or regulatory agency during the
past three years, audit reports and management letters indicating compliance violations,
fraud, illegal acts, material weaknesses in internal control structure or reportable
conditions, in connection with such audits shall be delivered to the City thirty (30) days
prior to the effective date of this agreement. If no audits or events as described above
have occurred during this period, the Grantee shall provide City a written assertion that
no audits or similar examinations have occurred during the three (3) year period and an
assertion that the Grantee is not aware of any events or conditions, described above, or
other information that might reasonable impact City's decision to fund the grant as
requested.
NEWBE PRODUCTIONS, LLC Page 2
5.3. City reserves the right to designate its own employee representative(s) or its
contracted representative(s) with a Certified Public Accounting firm who shall have the
right to audit Grantee's accounting procedures and internal controls of Grantee's
financial systems as they relate to the Grant Proposal and to examine any cost,
revenue, payment, claim, other records or supporting documentation resulting from any
items set forth in this Agreement. Any such audit(s) shall be undertaken by City or its
representative(s) at mutually agreed upon reasonable times and in conformance with
generally accepted auditing standards. Grantee agrees to fully cooperate with any such
audit(s).
5.4. This right to audit shall extend during the length of this Agreement and for a
period of three (3) years or longer, if required by law, following the date of any Grant
Funds tendered under this Agreement. Grantee agrees to retain all necessary
records/documentation for the entire length of this audit period.
5.5. Grantee shall, upon conclusion of the event, furnish the City with a Balance
Sheet and Income Statement describing the receipt and disbursement activities of
Grantee with respect to the Grant Funds. In its sole and absolute discretion the City
may also require Grantee to submit: (1) quarterly check registers and descriptions of
each disbursement; (ii) budget -to -actual -results; and (iii) a statement of position
describing the assets and liabilities associated with the Grant event. All reports,
including a post -event evaluation, shall be due to the City no later than forty-five (45)
days following the conclusion of the event. In the event that an independent audit is
conducted, Grantee shall forward a copy of the audited report to the City for review,
including any Management Letter, Report on Internal Controls, or Reportable Conditions
letter generated during the course of the audit.
5.6. Grantee agrees to exercise prudent financial management processes
including proper oversight of all assets, budget preparation, and timely reporting
including budget -to -actual -comparisons.
5.7. All Approved Uses shall be performed by Grantee or under Grantee's
supervision. Grantee represents that it possesses the professional and technical skills
required to perform the services required by this Agreement, and that it will perform all
services with a standard of care and in a manner commensurate with the community
professional standards.
5.8. If Grantee has supported Political Action Committees(s) (PACs) during the
past three (3) years, the Grantee shall hire an independent auditor to perform limited,
agreed-upon testwork procedures to provide City assurance that City sponsored event
profits did not subsidize the funding of Political Action Committees (PACs) and event
proceeds were adequately segregated from funds used to support PACs. Agreed upon
procedures may include a review of a detail list of the past three (3) years of PAC
contributions and expenditures, including:
a. An identifying donor number, date and amount of each reported
contribution; and
b. A detail of expenditures sufficient enough to determine that the
expenditures were solely for PAC -related expenses; and
NEWBE PRODUCTIONS, LLC Page 3
c. Any retained earnings or fund balance at the end of each fiscal year.
Substantive documentation for the contribution and expenditure should be available
upon request. City shall approve the agreed-upon testwork procedures prior to the
commencement of fieldwork.
6. USE OF GRANT FUNDS
The Grant Funds shall be used solely by Grantee for the Approved Uses and for no
other use. In the event that the Grant Funds are not used for the Approved Uses or are
not expended by or before June 30, 2016, Grantee shall notify the City in writing, and
shall be obligated to return the Grant Funds to City within thirty (30) days.
7. INDEMNIFICATION
7.1. To the fullest extent permitted by law, Grantee shall indemnify, defend and
hold harmless City, its City Council, boards and commissions, officers, agents,
volunteers, and employees (collectively, the "Indemnified Parties") from and against any
and all claims (including, without limitation, claims for bodily injury, death or damage to
property), demands, obligations, damages, actions, causes of action, suits, losses,
judgments, fines, penalties, liabilities, costs and expenses (including, without limitation,
attorney's fees, disbursements and court costs) of every kind and nature whatsoever
(individually, a Claim; collectively, "Claims"), which may arise from or in any manner
relate (directly or indirectly) to this Agreement (including the negligent and/or willful acts,
errors and/or omissions of Grantee, its principals, officers, agents, employees, vendors,
suppliers, consultants, subcontractors, anyone employed directly or indirectly by any of
them or for whose acts they may be liable or any or all of them).
7.2. Notwithstanding the foregoing, nothing herein shall be construed to require
Grantee to indemnify the Indemnified Parties from any Claim arising from the sole
negligence or willful misconduct of the Indemnified Parties. Nothing in this indemnity
shall be construed as authorizing any award of attorney's fees in any action on or to
enforce the terms of this Agreement. This indemnity shall apply to all claims and liability
regardless of whether any insurance policies are applicable. The policy limits do not act
as a limitation upon the amount of indemnification to be provided by Grantee.
8. GRANTEE INDEPENDENCE
In the performance of this Agreement, the Grantee, and the agents and employees of
Grantee, shall act in an independent capacity and are not officers, employees or agents
of the City. The manner and means of performing the Approved Uses are under the
control of Grantee, except to the extent they are limited by statute, rule or regulation and
the expressed terms of this Agreement. Nothing in this Agreement shall be deemed to
constitute approval for Grantee or any of Grantee's employees or agents, to be the
agents or employees of City. Grantee shall have the responsibility for and control over
the means of performing the Approved Uses, provided that Grantee is in compliance
with the terms of this Agreement. Anything in this Agreement that may appear to give
City the right to direct Grantee as to the details of the performance or to exercise a
NEWBE PRODUCTIONS, LLC Page 4
measure of control over Grantee shall mean only that Grantee shall follow the desires of
City with respect to the results of the Approved Uses.
9. PROHIBITION AGAINST TRANSFERS
Grantee shall not assign, sublease, hypothecate or transfer this Agreement or any of
the services to be performed under this Agreement, directly or indirectly, by operation of
law or otherwise without prior written consent of City. Any attempt to do so without
written consent of City shall be null and void.
10. NOTICES
10.1. All notices, demands, requests or approvals to be given under this Agreement
shall be given in writing and conclusively shall be deemed served when delivered
personally or on the third business day after the deposit thereof in the United States
mail, postage prepaid, first class mail, addressed as hereinafter provided.
10.2. All notices, demands, requests or approvals from Grantee to City shall be
addressed to the City at:
Attn: City Manager
City of Newport Beach
100 Civic Center Drive
P.O. Box 1768
Newport Beach, CA 92658
10.3. All notices, demands, requests or approvals from City to Grantee shall be
addressed to Grantee at:
Attn: Stefanie Salem, President
NEWBE PRODUCTIONS, LLC
2400 West Coast Highway, Suite 11-104
Newport Beach, CA 92663
11.TERMINATION
11.1. Termination for Cause. Grantee shall be in default if Grantee fails or refuses
to perform any duty required by the Agreement or performs in a manner inconsistent
with the terms, conditions and restrictions in this Agreement. In such event, City shall
give Grantee, thirty (30) days written notice to cure, if the default can be cured and City
shall be entitled to terminate this Agreement if Grantee has not cured the default within
the thirty (30) day cure period. City shall be entitled to immediately terminate this
Agreement if the default cannot be cured through corrective action. If terminated for
cause, Grant Funds shall be returned to the City pursuant to Section 6. This Agreement
is made on an annual basis, and as such is subject to non -renewal at its termination.
11.2. Termination without Cause. City may terminate this Agreement at anytime
with or without cause upon seven (7) days written notice to Grantee, any remaining
NEWBE PRODUCTIONS, LLC Page 5
Grant Funds in Grantee's possession at the time of termination shall be returned to City
pursuant to Section 6.
11.3. Specific Performance. Grantee agrees that the City has the legal right, and
all necessary conditions have been satisfied, to specifically enforce Grantee's
obligations pursuant to this Agreement.
12.STANDARD PROVISIONS
12.1. Recitals. City and Grantee acknowledge that the above Recitals are true and
correct and are hereby incorporated by reference into this Agreement.
12.2. Compliance With all Laws. Grantee shall at its own cost and expense comply
with all statutes, ordinances, regulations and requirements of all governmental entities,
including federal, state, county or municipal, whether now in force or hereinafter
enacted.
12.3. Waiver. A waiver by either Party of any breach, of any term, covenant or
condition contained herein shall not be deemed to be a waiver of any subsequent
breach of the same or any other term, covenant or condition contained herein, whether
of the same or a different character.
12.4. Integrated Contract. This Agreement represents the full and complete
understanding of every kind or nature whatsoever between the parties hereto, and all
preliminary negotiations and agreements of whatsoever kind or nature are merged
herein. No verbal agreement or implied covenant shall be held to vary the provisions
herein.
12.5. Conflicts or Inconsistencies. In the event there are any conflicts or
inconsistencies between this Agreement and the Grant Proposal or any other
attachments attached hereto, the terms of this Agreement shall govern.
12.6. Interpretation. The terms of this Agreement shall be construed in accordance
with the meaning of the language used and shall not be construed for or against either
party by reason of the authorship of the Agreement or any other rule of construction
which might otherwise apply.
12.7. Amendments. This Agreement may be modified or amended only by a
written document executed by both Grantee and City and approved as to form by the
City Attorney.
12.8. Severability. If any term or portion of this Agreement is held to be invalid,
illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining
provisions of this Agreement shall continue in full force and effect.
12.9. Controlling Law And Venue. The laws of the State of California shall govern
this Agreement and all matters relating to it and any action brought relating to this
Agreement shall be adjudicated in a court of competent jurisdiction in the County of
Orange, State of California.
NEWBE PRODUCTIONS, LLC Page 6
12.10. Equal Opportunity Employment. Grantee represents that it is an equal
opportunity employer and it shall not discriminate against any contractor, employee or
applicant for employment because of race, religion, color, national origin, handicap,
ancestry, sex or age or any other impermissible basis under law.
12.11. No Attorney's Fees. In the event of any dispute or legal action arising under
this Agreement, the prevailing party shall not be entitled to attorney's fees.
12.12. Counterparts. This Agreement may be executed in two (2) or more
counterparts, each of which shall be deemed an original and all of which together shall
constitute one and the same instrument.
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed
on the dates written below.
APPROVED AS TO FORM:
CITY ATTORNEY' OFFICE
Date: z 9 I�
By: �F• 0
Aaron C. Harp ati�
City Attorney
ATTEST: a. IM, 1S
Date:
CITY OF NEWPORT BEACH,
A California municipal corporation
Date:
By: _ C.__\-( A
Dave gilt
City Manager
GRANTEE: NEWBE PRODUCTIONS,
LLC, a Paliforniailimited liability company
Leilani I. Brown
City Clerk
Attachment: Exhibit A: Grant Proposal
Exhibit B: Performance Measures
ent
[END OF SIGNATURES]
NEWBE PRODUCTIONS, LLC Page 7
EXHIBIT A
GRANT PROPOSAL
NEWBE PRODUCTIONS, LLC Page A-1
Locey, Mary
From: form_engine@fs23.formsite.com
Sent: Saturday, June 06, 2015 7:56 AM
To: Locey, Mary
Subject: Special Event—Application for Financial Support Result #8438328-NewBe-Wine & Food
Festival
Special Event Support Application - Signature Events
Reference 0: 8438328
Status: Complete
Date: 2015-06-06 07:56:28
User. 104.178.221.197 (Chrome - Mac)
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New Users / Returning Users CLICK HERE to setup or return to your account for this form. Creating an
account enables you to return to this form and your submitted results. An account will also enable you to
partially complete this form and return later to finish the form. The account you establish is only for this form.
Directions for Completing the Application Form
• Each question should be answered clearly and briefly.
• If a question is not applicable, enter N/A.
• Please adhere to the word limits in certain sections.
• Attach a copy of the event budget.
• Incomplete or applications received after the submission deadline will not be accepted.
• Do not sumit collateral materials (i.e. marketing materials and programs). They will not be considered.
• Applications must be submitted online.
• The completed application must be received no later than 4 p.m. on Monday, June 8, 2015.
Funding Levels - New!
Signature Event Grants will be awarded at set, not -to -exceed levels based upon an evaluation of the event budget, an estimate of
related City special event fees, and the estimated economic benefits to the City of having the event based in Newport Beach.
The City's financial support should represent no more than 25 percent of the overall event budget.
The City may choose to enter multi-year agreements with grant awardees. All agreements, whether for one year or multiple
years, will include right to audit language and include measureable objectives and performance measures for evaluating the
event's marketing and economic impact.
Signature Event Grants Funding Levels*
• Tier 1 - $15,000 - $25,000
• Tier 2 - $25,001 - $50,000
• Tier 3 - $50,001 - $150,000
*Grants provided based on analysis of related City event fees and economic benefits City would derive from the event.
Applicant / Event Information - Signature Events
* Name of Applicant Organization:
NewBe Productions LLC
Applicant Representative Contact Information
* First Name
Stefanie
* Last Name
Salem
* Title / Affiliation:
President
* Full Address of Organization:
2400 West Coast Hwy, Suite 11-104, Newport Beach, CA 92663
* Phone Number
9493352348
* Email Address
stefanieL newbefest com
* Type of Nonprofit Entity:
Project Hope Alliance beneficiary
* Entity Address (if different from applicant):
1954 Placentia Ave, Suite 202, Costa Mesa CA 92627
* Name of Event:
Newport Beach Wine & Food Festival
* Event Date(s):
October 2-4, 2015
* Is this an annual event?
FX yes
Ono
* Event location(s)/venue(s) in Newport Beach:
Newport Beach Civic Center and Oak Grill/Aqua Lounge at Island Hotel
* Is at least 51 percent of this event - in its entirety - within Newport Beach?
❑X Yes
E]No
* Type of event (Check one):
7 Art/Culture
Community
F] Recreational
Special Interest
Educational
Social
❑X Other (Community, Educational, Social, Special Interest, Charity)
* Have you previously received City support for this or any other event sponsored by your organization?
MX Yes
No
* If yes, please list the event(s), year(s) and amount($):
Newport Beach Wine & Food Festival
2014
$15,000
* Is there a fee to enter the event? If yes, what is the amount of the fee?
Launch Party/Charity Event at Oak Grill: $125
Daytime festival:
$150 per day
$250 weekend pass
Discount codes provided to our sponsors
Discounts for weekend packages with Irvine Co Resort Properties
* Describe what, if any, portion of the event Is FREE to the public.
None
* Brief Description of Event (150 -word maximum, include any anticipated impacts such as road closures, traffic control, amplified sound
and if any portion of the event will be on public property such as parks, streets, sidewalks):
The Newport Beach Wine & Food Festival, brings awareness and raises funds for our local charity beneficiary, Project Hope Alliance, The festival
begins the evening of Friday, October 2nd, with the official launch party/charity event at Oak Grill/Aqua Lounge, Island Hotel. The daytime festival
held at the Newport Beach Civic Center, will allow guests to taste, sip and learn There will be celebrity chefs teaching through cooking
demonstrations, treater sommeliers leading wine panels, 30 top local restaurants and their executive chefs providing testings, over 200 wines being
poured, spirit and beer activations, interactive sponsorship lounges and live jazz. This community and consumer event provides co -banding
opportunities to highlight local businesses and promote their economic growth in the City of Newport Beach.
* In 250 words or less, explain how your event will meet or exceed any or all of the six Signature Event Evaluation Criteria (see Special
Event Support Program Overview, page 3):
1.90% of all sponsors for 2014 have been confirmed for 2015. 99% of all participants were confirmed by April 30, 2015. This is a direct reflection of
the measurable economic benefits received in 2014.
2. The festival implements and utilizes on-line tracking tools to measure website traffic, social media reach, email newsletter engagement and growth
in database, We measure ROI on adverdsements/editorials as well as demographics through ticket sale data
3. The festival programing enhances the quality of life in Newport Beach by bringing together celebrity chefs, master sommeliers, top executive
chefs, vintners, master mixologists, high level sponsors, Project Hope Alliance with the residents of Newport Beach and out of town visitors.
4. NBWFF has already received national attention in our inaugural year. We intend to become one of the top food and wine festivals on the national
circuit, like Pebble Beach Food & Wine and the Aspen Classic.
5. NBWFP, a world-class event, showcases the City of Newport Beach as the ultimate destination. Working with our hotel and hospitality sponsor,
Irvine Co Resort Properties, along with Visit Newport, we aro actively promoting visitors to Newport Beach to come and have a taste of the good
life.
6. NBWFF directly benefits and promotes participating Newport Beach businesses through targeted marketing strategies and high level co -branding
opportunities while indirectly benefitting the community as visitors stay and enjoy the rest of what NB has to offer. NBWFF brings more business to
the area during the off season.
* Anticipated Event Attendance (Indicate participants vs. spectators, if applicable):
600 vs 4000
* Summarize applicant's prior event experience (100 -word maximum):
KATY HIGGINS, EVENT DIRECTOR AND DESIGNER, IS A NATIONALLY RECOGNIZED, AWARD WINNING EVENT PROFESSIONAL,
KNOWN FOR CRAFTING DISTINCTIVE, ONE -OF -A -KIND CELEBRATIONS. KATY'S CLIENT ROSTER INCLUDES HIGH-PROFILE
CORPORATIONS SUCH AS ELLE MAGAZINE, NIKE, HURLEY, LEVIEV DIAMONDS, NEIMAN-MARCUS, FERRARI, MCLAREN,
NIXON AS WELL AS AN IMPRESSIVE LIST OF TECH CELEBRITIES, CEO'S AND MORE.
KATY'S WORK HAS BEEN FEATURED M MARTHA STEWART MAGAZINE AND HER 2012 EVENT, "LET HIM EAT CAKE;'
CAPTURED THE COVETED GLOBAL INDUSTRY AWARD, "BEST EVENT PRODUCED FOR AN INDIVIDUAL OVER $1000 PER
PERSON." KATY WAS RECENTLY NAMED ONE OF THE "2014 TOP EVENT PROS TO WATCH" BY SPECIAL EVENTS MAGAZINE.
* If the Applicant conducts similar events elsewhere, please provide details including: where, when, safety issues, and If applicable, why the
event left its previous location (100 -word maximum):
Our inaugural event was in 2014, and we do not produce similar events anywhere else.
* The request for City support must include a list of other City entities or groups (e.g, City Arts Commission, a Business Improvement
District, Library support group, etc.) from which the applicant is seeking financial support. Are you seeking financial support from other
City entities?
NYes
❑ No
If you answered yes above, please list the entities or groups and the amount of financial support requested from each:
Visit Newport - $20,000 requested - we did not receive a check, but they are helping promote and market NB WFF outside of Newport to help tum
the Festival into a more national event.
We will be requesting support from the Business Improvement District in the amount of $5,000
* As your organization's representative, please verify the below by checking the corresponding boxes and then type your name In the field
below.
n I have read the updated City of Newport Beach Special Event Support Program Overview, including the eligibility, qualification and evaluation
Intl criteria.
nI understand that the City will award grants in the form of City fee credits to successful applicants and that the City will determine the appropriate
X level of each grant.
I acknowledge that submission of this application does not guarantee the event will receive City support.
* Name:
Stefanie Salem
Attach event budget
GwLIUVPRx Proiected Budget 2015.xlsx
Locey, Mary
From: Stefanie Salem <stefanie@newbefest.com>
Sent: Tuesday, June 09, 2015 9:27 AM
To: Locey, Mary
Subject: UPDATED City Application for Funding-NBWFF
Hi Mary,
Thank you for the opportunity to provide statistics.
Please disregard the part where we wrote our charity beneficiary. Instead put NIA.
1. The Newport Beach Wine & Food Festival brought a regional and national media spotlight to the
City and its incredible epicurean scene with over 60 print, online and radio stories, reaching 8.4
million print readers, and 215,000 listeners in LA/OC market. 76% of ticket buyers were from outside
of Newport Beach and 34% stayed in hotels.
2. The Festival implements on-line tracking tools to measure website traffic, social media reach, email
newsletter and received 132 million online impressions.
3. The festival programing enhances the quality of life in Newport Beach by bringing together celebrity
chefs, master sommeliers, top executive chefs, vintners, mixologists, high-level sponsors, and Project
Hope Alliance with the residents of Newport Beach and out of town visitors.
4. NBWFF has already received national attention in our inaugural year. We intend to become one of
the top food and wine festivals on the national circuit, like Pebble Beach Food & Wine and the Aspen
Classic. We anticipate an increase in hotel occupancy by a minimum of 2000 nights over the
weekend.
5. NBWFF, a world-class event, showcases the City of Newport Beach as the ultimate destination
putting a spotlight on the Civic Center. Irvine Co Resort Properties and Visit Newport will be actively
promoting the Festival outside of the City to bring visitors to Newport.
6. NBWFF directly benefits the restaurant industry. Our official community partner was NBRA.
The Festival indirectly benefits the community as visitors stay and enjoy what NB has to offer during
the off season.
Thank you!
Stefanie
Stefanie Salem
Founder & President
NewBe Productions LLC
Newport Beach Wine & Food Festival
fQ4Q)RR5-2848
www.nMortwineandfood.com
Projected Budget for the Newport Beach Food and Wine Festival 2015
Ticket
Oak Grill/Aqua Lounge Launch party
Saturday tickets
Sunday tickets
YPO private event
Riedel Wine Glass private class
Sponsorship Income
Chase Bank tickets
Advertisments in program
Title Sponsor - Southern Wine & Spirits
Sponsor - Chase Bank
Sponsor - Stella Artois
Sponsor- Anahiem Ducks/Honda Center
Sponsor- Land Rover/Jaguar/Aston Marton
Sponsor - Duke- bourbon
Sponsor -City of Newport Beach
Sponsor- Celebrity Cruise
Sponsor- Whole Foods
Sponsor -Vita Mix
Sponsor -Tommy Bahamas
Restaurant fees
Projected Cash Income
In -Kind Sponsorship Donations
Visit Newport / Newport Beach & Co
Sub Zero Wolf Indoor dual indoor kitchen
Irvine Co Resort Properties
Riedel Wine Glasses
Z Gallerie furniture
LA Times/Daily Pilot
Firebrand Media
24 Carrots
Pencil Box Photography
Whole Foods
One Palm Marketing/website
Total In Kind Income
Not included In projected cash Income
2,000
8,000
6,000
5,000
8,000
94,000
Festival Event Expenses
Oak Grill/Aqua Lounge party
Merchant Services
Authorize.Net
Thundertix
Taxes on all ticket sales
Flights for Chefs
Hotel rooms for all chefs
CAR EXPENSE FOR CHEFS
Civic Center lawns
Special Event Permit
Rental Company
(tents, tables, fences, chandell ers,
market umbrellas,
Riedel wine glasses/printing
Linens
Audio Visual
Signage/poles/hanging supplies
ABM maintenance
City Police and Private Security
Ice
Volunteer Lead
NewBe reimbursements
ABC license
Backline
Musicians
Advertising/Marketing
Welcome Bags
Program Books
Event volunteer T-shirts
Flyers
Web Site Design & Maintenance
Wristbands
Office supplies
Name Badges
Graphic Designer
Company/Event Insurance
Videographer
Photographer
Telephone
Car Expense
Extra Production Labor weekend of Festival
Culinary Director
$7,000
$6,500
$2,500
$5,520
$922
$48,000
$8,000
$8,000
$28,000
$4,500
$2,500
BESPOKE by Katy Higgins
Vice President
PR services
President
Contingency fund
Initial Repayment to investor
Entertainment/dining/festivals
537
Auction to go directly to charity Project Hope Alliance 100,000
EXHIBIT B
PERFORMANCE MEASURES
NEWBE PRODUCTIONS, LLC Page B-1
Newport Beach Wine & Food Festival
2015 Performance Measures
1. General — 2014 (if available) and 2015 data
a. Attendance / Participation
b. Ticket Sales - Provide break down that shows Newport Beach participants,
Southern California participants (excluding Newport Beach), and those outside of
Southern California.
c. Revenue Generated
d. Sponsorships (cash & in kind)
e. Media & Advertising reach
f. Newport Beach hotel rooms booked by / through event organizers
2. Measurina Economic Impact - 2014 (if available) & 2015
a. Preparation / Set Up — what did the event organizers spend locally to have the
event in Newport Beach? (rentals, advertising, contractors, etc.)
b. Vendor / Exhibitor Spending — what did the event organizers' vendors spend
locally to participate? (rentals, hotel reservations, food & beverage, services,
etc.)
c. Participant spending* - How much did the event participants spend in Newport
Beach? (ticket sales, meals, hotels, shopping, etc.)?
Based on the ticket sales demographic data.
*Pending identification of a valid multiplier or a tailored calculator.