HomeMy WebLinkAboutC-8082-4 - Grant Agreement for Special Event Support Program FY 16-17 - Newport Beach Wine & Food FestivalGRANT AGREEMENT
BETWEEN THE CITY OF NEWPORT BEACH AND
NEWPORT BEACH WINE & FOOD FESTIVAL, INC.
This Grant Agreement ("Agreement") is entered into this 27th day of July, 2016
("Effective Date"), by and between the City of Newport Beach, a California municipal
corporation and Charter City ("City"), and NEWPORT BEACH WINE & FOOD
FESTIVAL, INC., a non-profit California corporation 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 Twenty Thousand Dollars
and no/100 ($20,000.00) ("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 Twenty Thousand
Dollars and no/100 ($20,000.00) 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, 2017, 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 track the measureable objectives and performance
measurements detailed in the Performance Measures attached hereto as Exhibit B and
incorporated herein by reference for the event for which the Grant Funds may be
expended.
4.1.2. Within ninety (90) days following the conclusion of the event for
which the Grant Funds may be expended, Grantee shall file the tracked results of the
Performance Measurements with the City Manager's Office in a format deemed suitable
by the City Manager's office.
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
Newport Beach Wine & Food Festival, Inc. Page 2
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.
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,
Newport Beach Wine & Food Festival, Inc. Page 3
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
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, 2017, 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.
Newport Beach Wine & Food Festival, Inc. Page 4
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
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 92660
10.3. All notices, demands, requests or approvals from City to Grantee shall be
addressed to Grantee at:
Attn: Stefanice Salem
NEWPORT BEACH WINE & FOOD FESTIVAL, INC.
2400 West Coast Highway, Suite 11-104
Newport Beach, CA 92663
Newport Beach Wine & Food Festival, Inc. Page 5
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
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.
Newport Beach Wine & Food Festival, Inc. Page 6
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 govem
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.
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.
[SIGNATURES ON NEXT PAGE]
Newport Beach Wine & Food Festival, Inc. Page 7
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed on the
dates written below.
APPROVED AS TO FORM:
CITY ATTORN Y'S FICE
Date: %
By:
Aaron C. Harp
City AttorneyAKL-
ATTEST:
Date: U
CITY OF NEWPORT BEACH,
A California municipal corporation
Date: eI t9I I\.
By:
Dave Kill
City Manager
GRANTEE: NEWPORT BEACH WINE &
FOOD FESTIVAL, INC., a California
nonprofit corporation
City Clerk
Attachment: Exhibit A: Grant Application
Exhibit B: Performance Measures
[END OF SIGNATURES]
Newport Beach Wine & Food Festival, Inc. Page 8
Exhibit A
Grant Application
Newport Beach Wine & Food Festival, Inc. A-1
Locey, Mary
From: form_engine@fs23.formsite.com
Sent: Monday, May 02, 2016 12:25 PM
To: Locey, Mary
Subject: Special Event—Application for Financial Support Result #8842676 -Wine and Food
Festival
Special Event Support Application - Signature Events
Reference #: 8842676
Status: Complete
Last Update: 2016-05-02 12:24:54
Start Time: 2016-05-02 11:43:52
Finish Time: 2016-05-02 12:24:54
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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 and provide a reason why you feel it does not apply to your event..
• Please adhere to the word limits in certain sections.
• Attach a copy of the event budget, including the anticpated revenues and expenidtures.
• Attach a copy of the event's proposed measurable objectives and performance measures.
• 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, May 2, 2016.
Funding Levels
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 of Newport Beach (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 ineasureable objectives and performance measures for evaluating the
event's marketing and economic impact.
Signature Event Grants Funding Levels*
• Tier l - $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:
Newport Beach Wine & Food Festival, Inc
Applicant Representative Contact Information
* First Name
Stefanie
* Last Name
Salem
* Title/ Affiliation:
President / CEO
* Full Mailing Address of Organization:
2400 West Coast Hwy, Suite 11-104, Newport Beach, CA 92663
* Phone Number
9493352348
* Email Address
Stefan i e(ftewh efest. corn
* Type of Nonprofit Entity:
Public Benefit Corporation
* State of California Entity Number:
81-0850709
Signature Events require entering into an agreement with the City. Agreements require signatures frtnn two officers with authority to bind a contract.
Signatures will be needed from one officer listed in Part A below and one officer from Part B below. Please mark the title and provide the full name
for each.
* Part A - Officer Title
❑X President
FlAny Vice President
F1 Chair of the Board
* Part A - Officer Name
Stefanie Salem
* Part 8 - Officer Title
❑X Secretary
r] Chief Financial Officer
Any Assistant Secretary
Any Assistant Treasurer .
* Part B - Officer Name
Tonya Murphy
* Entity Address (if different from applicant):
n/a
* Name of Event:
Third Annual Newport Beach Wine & Food Festival
* Event Dato(s):
September 29th - October 3rd, 2016
* Is this an annual event?
S rX yes
F] no
* Event location(s)/venue(s) in Newport Beach:
Media Preview Event (location in NB TBD), Rtiz Prime Seafood, Mozza, The Winery, Newport Beach Civic Center & Yacht on NB Marina
* is at least 51 percent of this event - in its entirety - within Newport Beach?
i
❑X Yes
❑ No
* Type of event (Check one):
❑X Art/Culture
Community
FIRecreational
Special Interest
❑ Educational
Social
Other
* Have you previously received City support for this or any other event sponsored by your organization?
+5' .
nX Yes
n No
* If yes, please list the event(s), year(s) and amount(s):
Newport Beach Wine & Food Festival 2014: $15,000
Newport Beach Wine & Food Festival 2015: $35,000
* Is there a fee to enter the event? If yes, what is the amount of the fee?
Dinner with Rick Mennen at Ritz Prime Seafood: $250
Lunch with Nancy Silverton at Mozza: $150
Dinner with Hubert Keller, Yvon Goetz, Pascal & lean -Pierre Duprey at The Winery: $295
General Admission to Daytime Festival: $175
VIP Admission to Daytime Festival: $250$300 TBD
VIP Tickets which include early enhance to Festival:
-Rick Bayless DemolTasting RED O- Master Sommelier pairing tasting
-Hundred Acre 100pt wine testing with Chris Radornsld and Master Sommelier
3
- Aubert Keller Demo/Tasting - Master Sommelier pairing with champagne
- Champagne and Caviar Tasting w/ Master Sommeliers
* Describe what, if any, portion of the event is FREE to the public.
No portion of the event is free to the public.
* Brief Description of Event (150 -word maximum, include any anticipated impacts such as road closures, traffic control, amplified sound
and if nay portion of the event will be on public property such as parks, streets, sidewalks):
The daytime festival will take place at the Newport Beach Civic Center. We have secured crossing guards to assist guests to navigate from Corporate
Plaza parking lot to the Civic Center. We have visible signage to direct parking and ADA acocss.to the festival and library. Some directional signage
to the festival will be on surrounding street sidewalks and will not impact traffic. Livejazz performances will take place intermittently throughout the
daytime festival between the hours of 2 and 6pm. In previous years, we have had zero complaints regarding amplified sound. We notify residents in
close proximity to the Civic Center and patrons of the library about the Festival.
* In 250 words or less, explain how your event will meet or exceed any or all of the seven Signature Event Evaluation Criteria (see Special
Event Support Program Overview, page 3):
Visit Newport Beach recognizes NBWFF as a "brand defining event" for the City. After a sold out second year, the Newport Beach Wine & Food
Festival, was recognized by Forbes Travel Guide as one of the top 5 destination events in world to travel to in the month of October.
We received over 60 regional & national print, online, TV & radio stories, reaching 18 mill print readers, 211 mill online impressions, over I mill
radio listeners and 375,000 TV viewers.
Average monthly visitors to website: 5,000
i Increase in social engagement by 150% (from 2014 to 2015)
Social followers (FB, Twitter & Instagmm): 5,700
i Email subscribers: 4,395
The festival programing enhances the quality of life in Newport Beach by bringing together the city's and the country's most notable food and wine
masters for Newport City residents to enjoy a weekend filled with the finest culinary arts.
70% of ticket buyers came from outside Newport Beach. Approximately 45% of guests attended the Festival from the city's top destination drive
markets including: LA, San Diego, Scottsdale, Phoenix and the Bay Area Guests Caine from eastern US and outside of US cities such as, Toronto,
New York and Chicago. Number ofbooked hotel rooms: 459
By securing national press and national corporate sponsors, Newport Beach Wine & Food Festival has helped put the city on the map as one of the
nation's leading culinary destinations,
75% of participants are NB businesses (not including wineries).
2015 Event Impact Calculator is attached
* Anticipated Event Attendance (Indicate participants vs. spectators, if applicable):
3500 guests over the weekend
* Summarize applicant's prior event experience (100 -word maximum):
Our team has successfully produced the Newport Beach Wine & Foed Festival for the past two years. Our new Newport Beach partner, Elite OC
Productions, will oversee and manage all event staff, volunteers, venue logistics, vendor coordination and decor transformation to create yet another
unforgettable event. For the past 10 years, Elite OC Productions has been producing roughly 100 events each year. Corporate clients include YSL,
Chanel, Max Mara South Coast Plaza, Napa Institute, First Team Estates, YPO, Curator "Worth Magazine", Black Starr and Frost, Twits True by
Mardo, Jaeguer-Le-Coultre, Segerstrom Performing Arts Center and many Non -Profits.
* 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 maxlmnm):
N/A
* The request for City supportmust 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?
0 Yes
F] No
If you answered yes above, please list the entities or groups and the amount of financial support requested from each:
Visit Newport Beach / Newport Beach & Cc - requested $10,000 towards marketing festival plus in-kind sponsorship
BID Centennial Balboa Island -$500
* As your organization's representative, please verifv the below by checking the corresponding boxes and then type your name in the field
below.
MI have attached a complete event budget.
01 have attached the events measurable objectives and performance measures.
RX
have read the updated City of Newport Beach Special Event Support Program Overview, including the eligibility, qualification end evaluation
X criteria.
I understand that the City will award grants in the form of City fee credits to successful applicants and that the City will detennint the appropriate
X level of each grant.
PI acknowledge that submission of this application does not guarantee the event will receive City support.
• Name:
Stefanie Salem
Attach event budget
mOmHHT2o 2016 Budget - Newport Beach Wine Food Festival.xlsx
Attach event's measureable objectives and performance measures.
1 IAM8KCv Event Impact 2015.odf
Festival Event Expenses 2016 Newport Beach Wine & Food Festival
Dinner at Ritz Prime Seafood w/ Rick Moonen
$14,000
Lunch at Mozza w/ Nancy Silverton
$2,000
Dinner at The Winery w/ Hubert Keller
$10,000
Merchant Services
10,000
Authorize.Net
2,500
Ticket Socket
6,000
Flights for Celebrity Chefs
8,000
Hotel rooms for Celebrity Chefs
35,000
Car Service for Chefs
5,000
Civic Center Lawns (based on 3 days/8 hours per day)
1,584
Civic Center Community Room (based on 3 days / 8 hours per day)
2,880
Sepcial Event Permit
922
Signature Rentals
70,000
Bathroom Rentals
6,000
Riedel Wine Glasses and printing
8,000
Linens
10,000
PTS Marketing Signage / Printing
15,000
ABM Maintenance / ground cleaning / production staff
15,000
City Police and Private Security
17,000
Ice
2,200
ABC License
450
Audio, Power, Backline
21,000
Musicians
6,500
Music Licensing
500
Advertising/ Marketing
20,000
Media Preview Event
7,000
Welcome Bags
3,200
Flowers
7,000
Flyers
3,500
Web Site Design & Maintenance
4,000
Wristbands
500
[
Office supplies3,000
Graphic Designer -
2,000
Eventlnsurance
4,000
Legal Fees
5,000
Telephone
2,200
Car/ Gas
7,200
On -Site Production Company
35,000
Festival Production Team / Staff / Committee
225,000
Entertainment/dining/other festivals
10,000
TOTAL EXPENSES •
$608,136
Confirmed Sponsorship Income as of 4/28/16
Chef Hubert Keller Dinner at The Winery w/ Yvon Goetz, Pascal & Jean -P
25,665
Land Rover/ Jaguar/ Aston Martin of Newport Beach
20,000
John Wayne Duke Spirits
$15,000
Stella Artois
$12,500
Beam Suntory
$30,000
Total
103,165
Expected Sponsorship for Festival but not yet confirmed
(1) Platinum Sponsor 25,000
(3) Diamond Sponsors @ $15K each 45,000
(2) Gold Sponsors @ $10K each 20,000
(8) Contributing Sponsors @ $2.5K each 20,000
Total expected 110,000
Expected Income on VIP outside dinners
Chef Rick Moonen at Ritz Prime Seafood 29,000
Chef Nancy Silverton at Mozza 6,000
Total Expected 35,000
Expected Ticket Sales for Daytime Festival
Daytime festival tickets 360,000
Total Projected Income 608,165
Confirmed In Kind Sponsorship & Donations NOT INCLUDED IN ABOVE
EXPENSES
Firebrand Media 6,000
SOMM Journal, Tasting Panel, Clever Root 65,000
Melissa's Produce 13,000
Visit Newport /Newport Beach & Co - marketing, videography and yacht TBD
Pencilbox Studios Photography 6,000
Riedel Wine Glasses 8,000
One Palm Marketing 3,000
In Kind Total as of 2/28/16 101,000
Expected In Kind Sponsor but not confirmed
On-site kitchen for demos TBD
Furniture Company TBD
Event Impact Summary
Destination: NEWPORT BEACH CA
Event Parameters
Key Results
Event Name:
Newport Beach Wine & Food Festival Business Sales (Direct):
$491,483
Organization:
NewBe Productions
Business Sales (Total):
$829,505
Event Type:
Trade Show
Jobs Supported (Direct):
182
Start Date:
10/2/2015
Jobs Supported (Total):
235
End Date:
10/4/2015
Local Taxes (Total):
$51,339
Overnight Attendees:
250
Net Direct Tax ROI:
$1,568
Day Attendees:
400
Estimated Room Demand:
495
Direct Business Sales
Sales by Source
Sales by Sector
$300,000
Trans.
$250,000
Space Rental
$200,000
Retail
$150,000
Recreation
Lodging
$100,000
Food/Bev
$50,000
$0
$o $50,000 $100,000 5150,000 $200,000
$250,000 5300,000
Attendees Organizer Exhibitors
Industry
Attendees
Organizer
Exhibitor
Total
Lodging
$107,012
$4,009
$0
$111,021
Transportation
$14,185
$1,336
$4,325
$19,846
Food & Beverage
$38,238
$0
$7,208
$45,446
Retail
$14,378
$0
$0
$14,378
Recreation
$9,465
$0
$0
$9,465
Space Rental
$0
$12,445
$2,883
$15,328
Business Services
$0
$234,195
$41,804
$275,999
TOTAL
$183,278
$251,986
$56,219
$491,483
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Event Impact Details
Destination: NEWPORT BEACH CA
Event Name: Newport Beach Wine & Food Festival 2015
Organization: NewBe Productions
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Economic Impact Details
Direct
Indirectlinduced
Total
Business Sales
$491,483
$338,023
$829,505
Personal Income
$174,604
$92,405
$267,009
Jobs Supported
Persons
182
54
235
Annual FTEs
4
1
5
Taxes and Assessments
Federal Total
$45,609
$28,213
$73,822
State Total
$26,750
$16.847
$43.598
sales
$9,163
$6,760
$15,923
Income
$12,673
$6,707
$19,380
bed
$0
-
$0
other
$4,915
$3,380
$8,295
Local Total3S
6 568
$14,772$51,339
sales
$9,163
$6,760
$15,923
income
$0
$0
$0
bed
$10,701
-
$10,701
per room charge
$0
-
$0
tourism district
$3,210
-
$3,210
property tax
$6,284
$3,144
$9,428
restaurant
$2,294
$1,487
$3,782
other
$4,915
$3.380
$8,295
Event Return on Investment (ROI)
Direct
Direct Tax Receipts
$36,568
DMO Hosting Costs
$35,000
Direct RO1
$1,568
Costs
Net Present Value
$1,603
Direct ROI (%)
4%
Total
Local Taxes
Total Local Tax Receipts
$51,339
Total ROI
$16,339
Net Present Value
$16,702
$0
$20,000 $40,000 $60,000
Total ROI (%)
47%
Metrics
Estimated Room Demand
Room Nights (total)
495
Room Pickup (block only)
0
Peak Rooms
227
Total Visitor Days
649
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Exhibit B
Performance Measures
Newport Beach Wine & Food Festival, Inc. B-1
Newport Beach Wine & Food Festival
Performance Measures
1. General
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 and in kind)
e. Media and advertising reach
f. Newport Beach hotel rooms booked by/through event organizers.
2. Measuring Economic Impact
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 and beverage,
services, etc.)
c. Participation spending — how much did the event participants spend in
Newport Beach? (ticket sales, meals, hotels, shopping, etc.)? Based on
ticket sales demographic data.