First Amended and Restated Anaheim Tourism Improvement District of 2010 Management Plan Established Under Anaheim City Ordinance 6174 Section 2.14.050 Presented to: The Anaheim/Orange County Visitor & Convention Bureau Honorable Mayor Curt Pringle and City Council City Manager Thomas J. Wood Amended and Restated: _______, 2025 Original Adoption: September 2, 2010 First Amended and Restated Anaheim Tourism Improvement District of 2010 (ATID) Management Plan Table of Contents AMC Section 2.14.050, Part .010- Management Plan Sub-Section: Page 011 The Name of the Proposed District Page 3 012 A Map of the District Page 4 013 A Description of the Boundaries of the District, Page 5 014 The Improvement and Activities Proposed for the First 5 Years Description of the Potential Transportation Items,014 Proposed Activities, Improvements, Services and Programs Page 7 015 The Total Annual Amount Proposed to be Expended for the First Five (5) Years of Operation of the District015 Reserved Page 9 016 The Proposed Source or Sources of Financing Including the Proposed Method and Basis of Levying the Assessment Page 1110 017 The Time and Manner of Collecting Assessments Page 1312018 The Specific Number of Years in Which the Assessment will be Levied Page 1413 019 The Proposed Time for Implementation and Completion of the Management Plan019 Reserved. Page 1614 020 A List of the Businesses to be Assessed Page 1715 021 The Structure Governing Implementation of the Management Plan Page 1918 022 All Required Cost Recovery Information Specified in Section 2.14.130.020 Page 2221 3 3
SECTION 011 THE NAME OF THE PROPOSED DISTRICT The name of the proposed District will be the Anaheim Tourism Improvement District of 2010 ("ATID"). 4 4
SECTION 012 A MAP OF THE DISTRICT The map of the ATID and the following streets and address series are included in the following pages. 5 5
SECTION 013 DESCRIPTION OF THE BOUNDARIES OF THE DISTRICT The boundaries of the ATID are set forth in the maps in Section 012 and shall include. The businesses subject to the ATID assessment are defined in Anaheim Municipal Code (AMC) Chapter 2.14 as Assessed Facilities. Per AMC section 2.14.020.030, Assessed Facilities are defined as: (1) all current and future visitor accommodation facilities, hotels, and motels (but not including Vacation Ownership Resorts, as such term is defined in Anaheim Municipal Code Section 18.114.030.150, to the extent they are being used as Vacation Ownership Resorts) located within the ATID boundaries engaged in the renting of rooms for a period of less than thirty (30) days ("Assessed Facilities") which are, or will be, located within such boundaries., and (2) all Vacation Ownership Resorts, as such term is defined in AMC Sections 18.114.030.150.1501 and 18.116.030.100 that are: (a) constructed as or converted to Vacation Ownership Resorts and commence operation after adoption of the First Amended and Restated Management Plan on ____, 2025, (b) ) are located within the ATID boundaries, and (c) include time share facilities or interests that can be used for occupancy through either the payment in dollars or pointes or similar credits as part of a vacation ownership resort program for a period of less than thirty (30) days. In general, a narrative of the Assessed Facilities to be included in the ATID is as follows: Any and all current and future Assessed Facilities falling within the area designated on the map set forth in Section 012 hereof, including, without limitation, those Assessed Facilities on the following streets: o On Harbor DriveBoulevard from north Anaheim Resort boundaries near Vermont Avenue on the north, southward to the Garden Grove City border/and Chapman Avenue on the south; o On Disneyland Drive from north Anaheim Resort boundaries near Locust Avenue on the north, southward to West Street/Garden Grove City border on the south; o On the east side of Walnut Street from Ball Road on the north and Stella StreetAvenue on the south; o On Manchester Avenue and Clementine Street with the intersection of Harbor Boulevard and Manchester Avenue on the north to the intersection of Katella Avenue and Clementine Street on the south end; o On Anaheim Boulevard /Haster Street within the Anaheim Resort boundaries with Interstate 5 on the north, southward to the Anaheim Resort boundaries alongon the south and commencing again from Anaheim Way running northward to just beyond Ball Road on the north to Clifton Avenue and easterly to railroad tracks nearest to Anaheim Boulevard on the south; o On Katella Avenue from Walnut Street on the west to the Santa Ana River on the east; o On Disney Way from Harbor Blvd on the west, to Interstate 5 on the east; o On Ball Road from West Place on the west to the eastern Anaheim Resort boundaries of Ball Road on the east; 6 6
oOn Orangewood Avenue within the Anaheim Resort boundaries west of Interstate 5 continuing eastward and commencing again from Anaheim Way running eastward to the Santa Ana River on the east; o On Chapman Avenue within the Anaheim Resort boundaries; o On Gene Autry Way within Anaheim Resort boundaries, and commencing again from Interstate 5 on the west to State College Blvd on the east; o On Lewis Street within the Platinum Triangle boundaries; o On State College Blvd within the boundaries of the Platinum Triangle boundaries; oOn Howell Avenue within the Platinum Triangle boundaries; o On Sunkist Street within the Platinum Triangle boundaries; o On DouglasDouglass Road within the Platinum Triangle boundaries; o On the east and west side of the Orange Freeway/State Route 57 within the boundaries of the Platinum Triangle; o On Anaheim Way within the Platinum Triangle boundaries; o On the east side of South Anaheim Way (1628 through 1730 South Anaheim Way), comprising approximately 10 acres, and bordered by the western boundary line of the Platinum Triangle to the east and a Southern California Edison easement to the north. o Any existing and future private and public roads, streets, avenues or boulevards withwithin the current and future boundaries of the Anaheim Resort Area and the Platinum Triangle as currently designated by the City Council of Anaheim; 7 7
SECTION 014 THE IMPROVEMENT AND ACTIVITIES PROPOSED FOR THE FIRST 5 YEARS DESCRIPTION OF THE POTENTIAL TRANSPORTATION ITEMSPROPOSED ACTIVITIES, IMPROVEMENTS, SERVICES AND PROGRAMS The purpose of forming the ATID as a Tourism Improvement District is to provide revenues to cover the costs of activities, improvements, services and programs that will benefit the Assessed Facilities and the tourism and convention industry in the City of Anaheim ("City"). The activities, improvements, services and programs to be provided and paid for by the ATID shall confer a special benefit to all Assessed Facilities. Those activities, improvements, services and programs are listed below. The owners of the Assessed Facilities anticipate that the City Council will approve a resolution authorizing bonds to be paid from the City General Funds or other special funds, other than ATID assessments, for improvements to or expansion of the Convention Center (including the Plaza). Activities, Improvements, Services and Programs, Improvements and Activities of the ATID: The ATID will serve as a funding mechanism for some or all of the following types of special improvements or, activities, services, or programs to market, promote, and support, enhance and sustain the City's tourism and convention industry: 1. Marketing and Promotion Activities, Improvements, Services and Programs: Advertising and marketing programs; Special events produced by resort properties - demand generators; Underwriting of related special events that benefit the Assessed Facilities; Public art related to the promotion of supporting the Anaheim Convention Center orandAssessed Facilities; Private additional security International and national promotion of tourism, the Assessed Facilities, the Anaheim Convention Center within the Anaheim Resort Area for Assessed Facilities; and FundingATID Boundaries, including the establishment of satellite offices and facilities in other markets for the promotion of the City as a desirable destination location.; Furnishing and/or underwriting of concerts, festivals, entertainment, sports-tourism, and other special events in the City that benefit the Convention Center and Assessed Facilities; Economic development programs that support the recruitment and retention of retail, dining, entertainment, and hospitality businesses; Planning and development-related tools, strategies and studies that facilitate future visitor-inducing uses within the ATID Boundary area; Placemaking and beautification, including public art, enhanced landscaping, entry 8 8
monumentation, public realm features, and related physical improvements within the ATID boundaries and related to the promotion of Anaheim Convention Center or Assessed Facilities; Security and/or ambassador-type services and programs within the ATID boundary area. 2. Transportation Improvements and Activities, Improvements Services and Programs: Planning, design, construction and operation of transit improvements, including the "ARC," the inter-city dedicated mass transit an east/west connector system linking the regional rail stationAnaheim Regional Transportation Intermodal Center (ARTIC) to the various Assessed Facilities and collector points throughout the City, as further set forth in Section 016 hereof; TransportationCapital and operational expenses such as Anaheim Transportation Network for an Area Shuttle Operator serving the Assessed Facilities; Alternative transportation methods for Assessed Facilities; Pedestrian walkways, bridges, and related improvements; Pilot transportation programs related to emerging mobility solutions, with the potential to benefit the Anaheim Convention Center and Assessed Facilities. Other programs or activities, such as micro-transit systems, which facilitate transportationmobility to and from Assessed Facilities within the Anaheim Resort Area and thus benefit the Assessed Facilities;ATID Boundary and visitor-serving destinations, such as airports, transit stations, restaurants and other tourism-serving uses; and Debt service on and costs related to bonds, notes or certificates of participation issued by the City for any of the improvements set forth above. 3. ATID Area Workforce Housing Activities, Improvements, Services and Programs Funds provided to Anaheim Local Housing Trust Fund, adopted on ______________, 2025 (as adopted or subsequently amended), and dedicated exclusively to the following programs as set forth in Anaheim Local Housing Trust Fund Guidelines with funding allocations within the following categories as approved by the Housing Committee: First-Time Homeowners Program: Offers financial support for low- and moderate-income households (up to 150% of area median income) through a downpayment assistance loan to purchase their first home in Anaheim. Funds would be provided solely to assist qualified ATID area Assessed Facility employees. Housing Stability Program: Provides one-time emergency assistance to prevent displacement, eviction, and homelessness of very low-income and low-income ATID area Assessed Facility employees at risk of eviction or homelessness. Build More Homes Initiative: Funds the development and rehabilitation of workforce housing including affordable, rental and for-sale housing, to increase the citys long-term supply. For these funds, the program would specifically fund housing for qualified ATID area Assessed Facility employees. 9 9
3.4.Support Costs: Staff and organizational operating costs related to the administration of the ATID; Repayment of ATID formation and amendment costs including the use of attorneys, consultants and related professional services; and Any incidental collection fees levied by the City based upon agreement of the Assessed Facilities. Funds remaining at the end of any ATID fiscal year shall be used in subsequent years in which the ATID assessments are levied so long as they are used consistent with the requirements of the adopted resolution of formation, AMC Chapter 2.14 and this Management Plan. 1010
SECTION 015 THE TOTAL ANNUAL AMOUNT PROPOSED TO BE EXPENDED FOR THE FIRST FIVE (5) YEARS OF OPERATION OF THE ATID 1111
SECTION 015 Reserved (Former Section 015 Moved to Appendix A For Informational Purposes Only) 1212
SECTION 016 PROPOSED SOURCE OR SOURCES OF FINANCING INCLUDING THE PROPOSED METHOD AND BASIS OF LEVYING THE ASSESSMENT IN SUFFICIENT DETAIL YEAR (FY) CATEGORYPERCENTAGE OF THE ATID BUDGET TOTAL AMOUNT AVAILABLEFOR ATID EXPENDITURE YEAR (FY) CATEGORYPERCENTAGE OF THE ATID BUDGET TOTAL AMOUNT AVAILABLE FOR ATID EXPENDITURE Total for 1stMarketing Component Fund 75% $34,232,008.00 5 Years of Transportation Component ATID Funds 25% $11,410,669.00 Total 100% $45,642,677.001 1313
SECTION 016 THE PROPOSED SOURCE OR SOURCES OF FINANCING INCLUDING THE PROPOSED METHOD AND BASIS OF LEVYING THE ASSESSMENT IN SUFFICIENT DETAIL Assessment Formula. Each Assessed Facility shall pay an assessment in the amount equal to two percent (2%) of the hotel room "rent" (as defined in Anaheim Municipal CodeAMC Section 2.12.005.080140) or any applicable development agreement or the rent equivalent as set forth in any applicable time-share agreement pursuant to AMC 2.12.013) charged by the operator of such Assessed Facility (the "ATID Assessment"). This assessment shall also apply to all Vacation Ownership Resort units, as such term is defined in AMC Sections 18.114.030.150.1501 and 18.116.030.100 that are: (a) constructed as or converted to Vacation Ownership Resorts and commence operation after adoption of the First Amended and Restated Management Plan on ____, 2025 and (b) are located within the ATID area boundary. Allocation. The City shall recover its actual costs of administering the ATID, from the ATID Assessment revenuesFunds collected monthly before any funds are distributed for other purposes; provided, however, the City's administrative costs on an annual basis shall not exceed one percent (1%) of the amount of the ATID Assessments collectedby the ATID shall be allocated in such fiscal year. Of the remaining net ATID Assessment revenues the following the City's recovery of its costs, seventy-five percent (75%) shall be dedicated to marketing, promotion and related matters as outlined in Section 014 hereof (the Marketing Component Funds) and twenty-five percent (25%) shall be dedicated to transit and transportation improvements and related matters as outlined in Section 014 hereof ("Transportation Component Funds"). The twenty-five percent (25%) and seventy-five percent (75%) allocation may be adjusted to thirty percent (30%) and seventy percent (70%), respectively, at a later date pursuant to the reallocation provision below. manner. Category Percent Allocation Description City Administration of ATID 1% The City shall recover its actual costs of administering the ATID, from the ATID Assessment revenues collected monthly before any funds are distributed for other purposes. This amount shall equal one percent (1%) of the amount of the ATID Assessments collected in such fiscal year. (Administration Component Funds). ATID Area Workforce Housing 9% Commencing February 1, 2026, nine percent (9%) of ATID Assessment Revenue shall be allocated to the Anaheim 1414
Programs Housing Trust Fund for ATID Area Workforce Housing Program activities, improvements, services and programs as set forth in Section 014 to support housing assistance for workers at ATID Assessed Facilities. Marketing and Promotion 75% of the remaining ATID Revenues Seventy-five percent (75%) of the remaining ATID Assessment Revenue shall be dedicated to Marketing and Promotion activities, improvements, services, and programs (Marketing Component Funds) as further described in Section 014. Transit and Transportation 25% of the remaining ATID Revenues Twenty-five percent (25%) of the remaining ATID Assessment Revenue shall be dedicated to activities, improvements, services and programs to support transit and transportation improvements and activities (Transportation Component Funds) as further described in Section 014. The specific uses of the Transportation Component Funds and the priority of such uses shall be governed by a Transportation Committee (defined in Section 021 below). The specific uses of the Housing Component Funds and the priority of such uses shall be subject to oversight by the Housing Committee (defined in Section 021 below) and the Housing Committee shall have full authority to develop and approve an annual budget for the Housing Component Funds. All ATID Assessment Funds collected, and any earnings thereon, are irrevocably dedicated to the purposes described in this Management Plan. Any amount of either the Marketing Component Fundsor, the Transportation Component Funds or Housing Component Funds that is not spent in any oneanyone (1) fiscal year shall remain dedicated to such purposes. The City shall enter into a contract with an entity ("Contracting Entity") that will be responsible for handling the day-to-day management of the Marketing Component Funds, under which the City's sole and limited financial obligation shall be to distribute funds from the ATID Assessments pursuant to the terms of this Management Plan and its contract with the Contracting Entity. Details regarding the management of all these funds, decision-making regarding priorities and other related matters are provided in Section 021 of this Management Plan. 15 15
Reallocation of Percentages between the Marketing Component and the Transportation Component: The initial amount of the ATID Assessments dedicated annually to the Transportation Component Fund shall be twenty-five percent (25%) of the collected ATID Assessments (net of the City's administration costs). Notwithstanding anything herein to the contrary, if and when at least 800 new rooms within current or future Assessed Facilities are completed and occupied and further provided that the 800-plus additional rooms are owned and/or managed by the largest single payer of ATID Assessments by brand at the time of the formation of the ATID, the allocation to the Transportation Component Funds shall, effective at the start of the next fiscal year of the City, be automatically increased from twenty-five percent (25%) to thirty percent (30%) of the collected ATID Assessments and the allocation to the Marketing Component Funds shall automatically be decreased from seventy-five percent (75%) to seventy percent (70%) (net of the City's administration costs). If and when such reallocation occurs, all percentages and figures in this Management Agreement based on the twenty-five percent (25%) and seventy- five percent (75%) allocation shall be automatically adjusted to reflect the thirty percent (30%) and seventy percent (70%) allocation. Annual Report. The Contracting Entity, which is responsible for managing the day-to-day affairs with respect to the Marketing Component Funds, and the Transportation Committee, which is responsible for overseeing the Transportation Component Funds, and the Housing Committee, which is responsible for overseeing the Housing Component Funds, shall each file an annual report with the City in accordance with Section 2.14.150 of the TID Enabling Ordinance. If, and to the extent that the City elects to issue bonds pursuant to Section 2.14.140 of the TID Enabling Ordinance for the purpose of financing authorized transit improvements, the sole source of payment of debt services and other costs of such bonds shall be from the Transportation Component Funds and no portion of the Marketing Component Funds shall be pledged to or otherwise be available to pay such costs for the term of the ATID. 16 16
SECTION 017 THE TIME AND MANNER OF COLLECTING ASSESSMENTS TIME AND MANNER OF COLLECTING ASSESSMENTS The City Council found and determined that the public convenience and necessity required the establishment of the ATID and that all Assessed Facilities within the ATID shall be specifically benefitted from the expenditure of the funds raised by the ATID Assessments to be levied. Any future Assessed Facilities opened within the boundaries of the ATID shall be automatically included in the ATID Assessment collection system as they will be specifically benefitted by the expenditure of funds raised by the ATID Assessments levied. Assessment. All Assessed Facilities shall pay an assessment in the amount equal to two percent (2%) of the hotel room "rent" (as defined in Anaheim Municipal Code Section 2.12.005.080) charged by the operator of such facility.AMC Section 2.12.005.140, or the rent equivalent as set forth in any applicable development agreement or any time-share agreement pursuant to AMC 2.12.013) charged by the operator of such facility. This assessment shall also apply to all Vacation Ownership Resort units, as such term is defined in AMC Sections 18.114.030.150.1501 and 18.116.030.100 that are: (a) constructed as or converted to Vacation Ownership Resorts and commence operation after adoption of the First Amended and Restated Management Plan on ____, 2025 and (b) are located within the ATID area boundary. The Assessed Facility shall be solely responsible for payment of such assessment. Collection by City. Each Assessed Facility shall, on or before the close of City business on the last City business day of each month, file a return with the City-designated collector on forms provided by such collector stating the total rents charged during the immediately preceding calendar month. The full amount of the ATID Assessments shall be remitted to the City collector along with the return. Penalty for Non-Payment. Any Assessed Facility that fails to remit any ATID Assessments within the time required shall: (i) pay interest equal to one and one-half percent (1.5%) per month on the outstanding amount due from the first (1st) day immediately following the due date until the date of payment; (ii) pay a penalty of ten percent (10%) for each month, or portion thereof, said payment is overdue, from the first (1st) day immediately following the due date provided, that the amount of such penalty shall not exceed fifty percent (50%) of such delinquent ATID Assessment; and (iii) pay any collection costs incurred by the City. Any and all interest and penalties collected shall be deposited into the same accounts that hold ATID Assessment revenues and shall be used solely for the same authorized purposes of such revenues. 17 17
SECTION 018 THE SPECIFIC NUMBER OF YEARS IN WHICH THE ASSESSMENT WILL BE LEVIED Concurrently with the establishment of the ATID, the City Council is beingwas asked to approve a resolution authorizing bonds to be paid from the City General Funds for improvements to or expansion of the Convention Center (including the Plaza). In light of this proposed commitment by the City,Specifically, on November 16, 2010, the City Council authorized the issuance of debt not to exceed $20,000,000 to finance the expansion of the Convention Center. On December 15, 2010, the City Council issued $20,000,000 in Lease Revenue Notes. Therefore, at formation of the ATID in 2010, the owners of the Assessed Facilities anticipated that the City Council would approve a resolution authorizing bonds to be paid from the City General Funds or other special funds, other than ATID assessments, for improvements to or expansion of the Convention Center (including the Plaza). Therefore, pursuant to AMC Section 2.14.170.010 and the Section 10 of the Resolution of Formation, the Disestablishment provisions of Section 2.14.170 shall not become operative during the initial thirty (30) year term of the ATID and the assessment period for the ATID is for a minimum of thirty (30) years commencing October 31, 2010. However, if within the first three (3) years of the ATID, no bonds have been issued pursuant to Section 2.14.140 of the Enabling Ordinance and no debt or other long-term contract has been issued by or entered into by the City for improvements or expansion of the Convention Center (including the Plaza), then the disestablishment provisions set forth in Section 2.14.170 of the Enabling Ordinance shall become operative. If, as a result, the ATID is disestablished, the City shall work with the owners and operators of the Assessed Facilities to create an alternative plan and funding mechanism for convention and tourism promotion. 2.14.170 DISESTABLISHMENT. .10 Any district established or extended pursuant to the provisions of this chapter, where there is no indebtedness, outstanding and unpaid or outstanding contract, incurred to accomplish any of the purposes of the district, may be disestablished by resolution by the City Council in either of the following circumstances: .11 If the City Council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the district, it shall notice a hearing on disestablishment. .12 During the operation of the district, there shall be a 30-day period each year in which assessees may request disestablishment of the district. The first such period shall begin five (5) years after the date of establishment of the district or such other time as set forth in the management plan and shall continue for thirty (30) days. The next such 30-day period shall begin six (6) years after the date of the establishment of the district or such other time as set forth in the management plan. Each successive year of operation of the district shall have such a 30-day period. Upon the written petition of the owners of businesses in the ATID who pay 50 18 18
percent (50%) or more of the assessments levied, the City Council shall pass a resolution of intention to disestablish the district. The City Council shall notice a hearing on disestablishment. .020 The City Council shall adopt a resolution of intention to disestablish the district prior to the public hearing required by this section. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the property and business improvement district. The notice of the hearing on disestablishment 19 19
required by this section shall be given by mail to each affected ATID business subject to assessment in the district, as appropriate. The City shall conduct the public hearing not less than thirty (30) days after mailing the notice to the property or business owners. The public hearing shall be held not more than sixty (60) days after the adoption of the resolution of intention. .030 Upon the disestablishment of a district, any remaining revenues, after all outstanding debts are paid, derived from the levy of assessments, or derived from the sale of assets acquired with the revenues, or from bond reserve or construction funds, shall be refunded pro rata to the owners of ATID businesses then located and operating within the district in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district is disestablished. .040 If the disestablishment occurs before an assessment is levied for the fiscal year, the method and basis that was used to calculate the assessments levied in the immediately prior fiscal year shall be used to calculate the amount of any refund. .050 Notwithstanding the above, if there is indebtedness or outstanding contracts, the assessment may not be terminated for such indebtedness or contract but may be permanently or temporarily terminated or otherwise reduced with respect to all other improvements and activities if the above steps are taken upon the written petition of the owners of businesses in the ATID who paid 50 percent (50%) or more of the assessments in the preceding fiscal year. 20 20
SECTION 019 THE PROPOSED TIME FOR IMPLEMENTATION AND COMPLETION OF THEANAHEIM TOURISM IMPROVEMENT DISTRICT 21 21
SECTION 019 Reserved. NOTE This section relates to the adoption of the Original Plan on September 2, 2010. Since all actions relating to adoption and establishment of ATID in 2010 have been completed, this section has been moved to Appendix B and retained for informational purposes. 22 22
SECTION 020 A LIST OF THE KNOWN BUSINESSES TO BE ASSESSED (AS OF SEPTEMBER 2025) Alamo Inn & Suites 1140 W Katella Ave Alpine Motel 715 W Katella Ave America's Best Value Inn 425 W Katella Ave Anaheim Camelot Inn & Suites 1520 S Harbor Blvd Anaheim Carriage Inn 2125 S Harbor Blvd Anaheim Del Sol Inn 1604 S Harbor Blvd Anaheim Desert Inn and Suites 1600 S Harbor Blvd Anaheim Desert Palms Hotel and Suites 631 W Katella Ave Anaheim Discovery Inn & Suites 1126 W Katella Ave Anaheim Fairfield Inn by Marriott 1460 S Harbor Blvd Anaheim Harbor R V Park, L P 1009 S Harbor Blvd Anaheim Hotel 1700 S Harbor Blvd Anaheim Inn 1630 S Harbor Blvd Anaheim Maingate Inn 1211 S West St Anaheim Majestic Garden Hotel 900 S Disneyland Dr Anaheim Marriott 700 W Convention Way Anaheim Portofino Inn & Suites 1831 S Harbor Blvd Ayres Hotel 2550 E Katella Ave Best Western Courtesy Inn 1070 W Ball Rd Best Western Park Place Inn 1544 S Harbor Blvd Best Western Pavilions 1176 W Katella Ave Best Western Raffles Inn & Suites 2040 S Harbor Blvd Best Western Stovalls Inn 1110 W Katella Ave Budget Inn 1042 W Ball Rd California Inn 909 S Harbor Blvd Cambria Hotel & Suites Anaheim Resort 101 E Katella Ave Candlewood Suites Anaheim Resort Area 1733 S Anaheim Blvd Candy Cane Inn 1747 S Harbor Blvd Capri Suites Anaheim 2141 S Harbor Blvd Castle Inn & Suites 1734 S Harbor Blvd Clarion Hotel Anaheim Resort #740 616 W Convention Way Clementine Hotel & Suites Anaheim 1700 S Clementine St Comfort Inn & Suites 300 E Katella Ave Cortona Inn & Suites Anaheim Resort 2029 S Harbor Blvd Courtyard Anaheim Resort/Convention 2045 S Harbor Blvd Courtyard Marriott Anaheim Theme Park Entrance 1420 S Harbor Blvd Days Inn 1030 W Ball Rd Days Inn & Suites Anaheim 1111 S Harbor Blvd 23 23
Disneyland Hotel 1150 W Magic Way Disneys Grand Californian Hotel 1600 S Disneyland Dr Dolphin's Cove Resort 465 W Orangewood Ave Doubletree Suites Anaheim Convention 2085 S Harbor Blvd Eden Roc Inn & Suites 1830 S West St Element Anaheim Resort Convention Center 1600 S Clementine St Extended Stay America #8738 1742 S Clementine St Four Points by Sheraton Anaheim 1221 S Harbor Blvd Frontier Motel 933 S Harbor Blvd Grand Legacy at The Park 1650 S Harbor Blvd Hampton Inn & Suites by Hilton Anaheim 100 W Katella Ave Hilton Anaheim 777 W Convention Way Hilton Garden Inn & Suites Anaheim 1441 S Manchester Ave Holiday Inn & Suites Anaheim 1240 S Walnut St Holiday Inn Express & Suites Anaheim 1411 S Manchester Ave Home2suites Anaheim Resort 1441 S Manchester Ave Homewood Suites Anaheim Resort 2010 S Harbor Blvd Hotel Indigo 435 W Katella Ave Hotel Lulu 1850 S Harbor Blvd Howard Johnson Plaza Hotel 1380 S Harbor Blvd Hyatt House at Anaheim Resort Convention 1800 S Harbor Blvd Hyatt Place at Anaheim Resort 2035 S Harbor Blvd Islander Inn & Suites 424 W Katella Ave J W Marriott Anaheim Resort 1775 S Clementine St Kings Inn Anaheim 415 W Katella Ave La Quinta Inn & Suites Anaheim 1752 S Clementine St Little Boy Blue Motel 416 W Katella Ave Magnolia Tree Hotel 2176 S Harbor Blvd Motel 6 2145 S Harbor Blvd Motel 6 Disney LLC 100 W Disney Way Park Vue Inn 1570 S Harbor Blvd Peacock Suites Resort Hotel 1745 S Anaheim Blvd Pixar Place Hotel 1717 S Disneyland Dr Quality Inn & Suites Anaheim at The Park 1166 W Katella Ave Queens Inn 620 W Orangewood Ave Ramada Anaheim Convention Center 2060 S Harbor Blvd Residence Inn at Anaheim Resort/Convention Center 640 W Katella Ave Riviera Motel 410 W Katella Ave Sheraton Park Hotel at the Anaheim Resort 1855 S Harbor Blvd Signature Anaheim Maingate 2200 S Harbor Blvd Solara Inn and Suites 921 S Harbor Blvd Sonesta Anaheim 1915 S Manchester Ave Sonesta Es Suites Anaheim 1855 S Manchester Ave 24 24
Springhill Suites Anaheim Maingate 1160 W Ball Rd Springhill Suites at Anaheim Resort/Convention Center 1801 S Harbor Blvd Stanford Inn & Suites 2171 S Harbor Blvd Staybridge Suites Anaheim at the Park 1050 W Ball Rd Suncoast Park Hotel Anaheim 1640 S Clementine St Super 8 Anaheim Disneyland Drive 915 S Disneyland Dr The Viv Hotel Anaheim 1601 S Anaheim Blvd The Westin Anaheim Resort 1030 W Katella Ave Towneplace Suites by Marriott 1730 S State College Blvd Travelodge Anaheim 1057 W Ball Rd Tropicana Inn 1540 S Harbor Blvd Worldmark The Club (Hotel) 201 W Katella Ave Wyndham Anaheim Hotel 515 W Katella Ave 25 25
SECTION 020 A LIST OF THE KNOWN BUSINESSES TO BE ASSESSED (AS OF SEPTEMBER 2010) Abbys Anaheimer Inn 1201 W Katella Ave Alamo Inn and Suite 1140 W Katella Ave Alpine Motel 715 W Katella Ave Americas Best Inns and Suites 414 W Ball Rd Americas Best Inns and Suites 425 W Katella Ave Anabella Hotel 1030 W Katella Ave Anaheim Camelot Inn and Suites 1520 S Harbor Blvd Anaheim Carriage Inn 2125 S Harbor Blvd Anaheim Courtyard by Marriott 2045 S. Harbor Blvd Anaheim Del Sol 1604 S Harbor Blvd Anaheim Desert Inn and Suites - Disneyland 1600 S Harbor Blvd Anaheim Desert Palms Hotel and Suites 631 W Katella Ave Anaheim Inn 1630 S Harbor Blvd Anaheim Luxury Suites 620 W Orangewood Ave Anaheim Marriott 700 W Convention Way Anaheim Plaza Hotel and Suites 1700 S Harbor Blvd Anaheim Rodeway Inn Maingate 1211 S West Place Arena Inn & Suites 130 W Katella Ave Best Western Courtesy Inn 1070 W Ball Rd Best Western Park Place Inn and Mini Suites 1544 S Harbor Blvd Best Western Raffles Inn & Suites 2040 S Harbor Blvd Best Western Stovalls Inn 1110 W Katella Ave Best Western-Pavillions 1176 W Katella Ave Budget Inn 1042 W Ball Rd Candy Cane Inn 1747 S Harbor Blvd Carousel Inn and Suites 1530 S Harbor Blvd Castle Inn 1734 S Harbor Blvd Clarion Hotel Anaheim Resort 616 W Convention Way Comfort Inn Maingate 2171 S Harbor Blvd Comfort Suites Anaheim 300 E Katella Way Cortona Inn and Suites 2029 S Harbor Blvd Days Inn & Suites Anaheim at Disneyland 1111 S Harbor Blvd Days Inn Anaheim West 1030 W Ball Rd Doubletree Guest Suites Anaheim Resort/Con Ctr 2085 S Harbor Blvd Econo Lodge The Park 1126 W Katella Ave Eden Roc Inn & Suites 1830 S West St Extended Stay America Anaheim Convention Center 1742 S Clementine St Fairfield Inn Anaheim Disneyland Resort 1460 S Harbor Blvd Greenwood Suites 1733 S Anaheim Blvd Hacienda Inn & Suites 2176 S Harbor Blvd 26 26
Hilton Anaheim 777 W Convention Way Holiday Inn Anaheim Resort 1915 S Manchester Ave Holiday Inn Express Maingate 435 W Katella Ave Holiday Inn Hotel and Suites 1240 S Walnut St Hotel Menage 1221 S Harbor Blvd Howard Johnzon Plaza Hotel 1380 S Harbor Blvd Islander Inn and Suites 424 W Katella Ave Jolly Roger Inn 640 W Katella Ave La Quinta Inn & Suites 1752 S Clementine St Little Boy Blue Motel 416 W Katella Ave Motel 6 100 W Disney Way Park Vue Inn 1570 S Harbor Blvd Peaock Suites Hotel 1745 S Anaheim Blvd Portofino Inn and Suites 1831 S Harbor Blvd Quality Inn & Suites Anaheim 1166 W Katella Ave Quality Inn & Suites Anaheim Resort 1441 S Manchester Ave Quality Inn Maingate 2200 S Harbor Blvd Ramada at the Anaheim Convention Center 2141 S Harbor Blvd Ramada Inn 515 W Katella Ave Ramada Inn Maingate 2200 S Harbor Blvd Ramada Limited Anaheim 921 S Harbor Blvd Red Lion Hotel Anaheim Maingate 1850 S Harbor Blvd Residence Inn Anaheim Maingate 1700 S Clementine St Riviera Motel 410 W Katella Ave Rodweway Inn & Suites 2145 S Harbor Blvd Sheraton Anaheim Hotel 900 S Disney Dr Sheraton Park Hotel at the Anaheim Resort 1855 S Harbor Blvd Staybridge Suites 1855 S Manchester Ave Super 8 Motel Anaheim Near Disneyland 415 W Katella Ave Super 8 Anaheim Park 915 S Disneyland Dr Travelodge Anaheim 1057 W Ball Rd Travelodge International Inn 2060 S Harbor Blvd Tropicana Inn and Suites 1540 S Harbor Blvd Zabys Motor Lodge 444 W Katella Ave Disneyland Hotel 1150 W Magic Way Disneys Grand California Hotel and Spa 1600 S Disneyland Dr Disneys Paradise Pier Hotel 1717 S Disneyland Dr Ayres Hotel 2550 E Katella Ave Towne Place Suites by Marriott 1730 S State College Blvd 27 27
SECTION 021 THE STRUCTURE GOVERNING IMPLEMENTATION OF THE MANAGEMENT PLAN AND THE ALLOCATION OF ATID REVENUES INCLUDING THE MARKETING COMPONENT FUNDS AND THE TRANSPORTATION COMPONENT FUNDS 28 28
SECTION 021 STRUCTURE GOVERNING IMPLEMENTATION OF THE MANAGEMENT PLAN AND THE ALLOCATION OF ATID REVENUES INCLUDING THE MARKETING COMPONENT FUNDS, THE TRANSPORTATION COMPONENT FUNDS, AND HOUSING COMPONENT FUNDS The structure governing the implementation of the ATID and the use and management of the Marketing Component Funds and, the Transportation Component Funds and HousingComponent Funds and related activities is set forth below. 1. MARKETING COMPONENT Section 2.14.150 of the TID Enabling Ordinance sets forth the requirements of the Advisory Board as well as the Contracting Entity as follows: The City Council may designate an Advisory Board that shall make recommendations to the City Council regarding the expenditures of revenues derived from the levy of the assessments pursuant to this chapter, the classification of businesses, as applicable, and the method and basis of levying the assessments. The City shall enter into a contract with an organization ("Contracting Entity") to provide for day-to-day management of any activities, services and advertising (not improvements) authorized to be funded with the assessments." On June 18, 2024, the City Council established the Anaheim Tourism Improvement District (ATID) Advisory Board. The role of the Advisory Board is limited to making recommendations to the City Council either directly or through recommendations to the Contracting Entity or the ATID Transportation Committee as part of preparation of the ATID Annual Report. The duties of the ATID Advisory Board are set forth in AMC Chapter 2.14 and the Advisory Board Bylaws. The City intends that the uses of the Marketing Component Funds shall reflect the needs of the Assessed Facilities. Therefore, one of the criteria the City shall use in selecting the Contracting Entity is that it is, or will be, structured in a manner that provides adequate representation of the needs of the Assessed Facilities. Alternatively, while the City does not, at the time of the adoption of this Management Plan, intend to appoint an Advisory Board with respect to the Marketing Component Funds, it may elect to do so in the future in order to provide such representation and oversight by the Assessed Facilities. Subject to execution of a mutually agreeable contract with the City and continuing for the term of the contract, the Anaheim/Orange County Visitor & Convention Bureau ("VCB") shall serveVisit Anaheim serves in the capacity of the Contracting Entity. The Contracting Entity will have the authority to administer the Marketing Component Funds on a day-to-day basis consistent with the Enabling Ordinance, the Resolution of Intention, the Amended and Restated Management Plan, and its contract with the City. The Contracting Entity shall have full authority to present, 29 29
review, and approve an annual Marketing Component Funds budget. The Marketing Component Funds budget will be presented at least one (1) time per year, to all owners and operators of Assessed Facilities in an open public forum. At such public forum, the Contracting Entity shall solicit feedback on existing ATID marketing programs and solicit new concepts to maximize the beneficial impact to Assessed Facilities. The Contracting Entity shall take all the information gathered from the forum and present their findings in the form of an annual report each City fiscal year for which assessments are to be levied and collected to pay the costs of the improvements and activities described in the report. The report may propose changes, including, but not limited to, the boundaries of the ATID, the basis and method of levying the assessments, any changes in the classifications of property, changes in the Management Plan, and the activities and improvements to be funded by Marketing Component Funds. The annual report shall follow the guidelines and requirements for the Annual Report as articulated in Section 2.14.150.030 of the Enabling Ordinance. This will be implemented under the corporate authority of the Contracting Entity as articulated in Section 022 of this Management Plan. The City's financial obligations under the contract with the Contracting Entity shall be solely limited to distributing ATID Assessments, and other Funds as may be specified in the contract, per the terms of the contract and this Management Plan and under no circumstances shall the City have any financial liability to the Contracting Entity from its own funds, except such Funds specified in the contract. 2. TRANSPORTATION COMPONENT The Transportation Committee shall oversee the use of the Transportation Component Funds and have full authority to present, review, and approve an annual Transportation Component Funds budget. The Transportation Committee shall advise and recommend the use of such funds to the City Manager of Anaheim consistent with such budget. The City Manager shall administer the Transportation Component Funds on a day-to-day basis consistent with the Enabling Ordinance, the Resolution of Intent and the Management Plan, as overseen by the Transportation Committee. The three (3) member Transportation Committee shall be annually appointed as follows: a. One (1) representative appointed by the Anaheim City Manager; b. One (1) representative appointed from the largest single contributor in the aggregate by brand to the ATID;2and c. One (1) representative recommended by the VCBContracting Entity Board of Directors, who shall also be an owner or operator of an Assessed Facility and a member of the board of directors of the Anaheim Transportation Network, and approved by the other two representatives on the committee. The Transportation Committee shall take all the information gathered from its regular meetings and present their findings in the form of a report each City fiscal year for which assessments are to be levied and collected to pay the costs of the improvements and activities 30 30
described in the report. The report may propose changes, including, but not limited to, the allocation of transportation-related projects, capital improvements related to transportation-related projects, activities and programs that promote transportation to the rail station to the Assessed Facilities, master plan related expenditures, and the activities and improvements to be funded by the Transportation Component Funds. The annual report shall follow the guidelines and requirements for the Annual Report as articulated in Section 2.14.150.030 of the Enabling Ordinance. 3. HOUSING COMPONENT The Housing Committee shall oversee the use of the Housing Component ATID funds and shall have full authority to develop and approve an annual Housing Component Funds budget. The Housing Committee shall advise the City Manager of the approved budget and use of the funds. The City Manager or designee shall administer the Housing Component Funds consistent with the Housing Committee direction and the Anaheim Local Housing Trust Fund provisions. The Housing Component Committee shall include five (5) members appointed annually including: a. One (1) representative appointed by the Anaheim City Manager; b. One (1) representative appointed from the largest single contributor in the aggregate by brand to the ATID;2c. Three (3) representatives recommended by the Contracting Entity Board of Directors; with at least one representing a small hotel (less than 300 rooms) and who are also owners or operators of an Assessed Facility, The Housing Committee shall take all the information gathered from its regular meetings and present their findings in the form of a report each City fiscal year for which assessments are to be levied and collected to pay the costs of the improvements and activities described in the report. The report may include proposed changes, including, but not limited to, the allocation to housing-related projects, activities, improvements, services and programs that support workforce housing programs for employees of the Assessed Facilities funded with Housing Component Funds. The annual report shall follow the guidelines and requirements for the Annual Report as articulated in Section 2.14.150.030 of the Enabling Ordinance. 2 In the first (1st) year following the establishment of the ATID, the determination of the largest single contributor shall be based on projected ATID assessment payments. In each subsequent year, the determination shall be based on actual ATID assessment payments in the preceding year. 31 31
SECTION 022 ALL REQUIRED COST RECOVERY INFORMATION SPECIFIED IN SECTION2.14.130.010 Funds allocated for the investigation, formation and implementation of the ATID from the City may be reimbursed from the first (1st) year proceeds of the assessments generated by the ATID above and beyond, and in addition to, the one percent (1%) limitation set forth above. The Enabling Ordinance allows the following:Funds allocated for the investigation, formation and implementation of the ATID amendments, including the First Amended and Restated Management Plan, in 2025 from the City may be reimbursed from the proceeds of FY 26-27 of the assessments generated by the ATID above and beyond, and in addition to, the one percent (1%) limitation set forth above. The Enabling Ordinance allows the following: 2.14.130 COST RECOVERY. .10.010The city council may authorize a district formed pursuant to this ordinance to recover though the assessments, the cost incurred in formation of and amendments to the district, including: .010.011The cost of preparation of the management plan or amendments to Plan. .11.012The cost of printing, advertising and the giving of published, posted, or mailed notices. .12.013Compensation of any attorneys or other consultants employed to render services related to the formation of and amendments to any district including proceedings under this ordinance. .13.014Any other costs associated with the formation of and amendments to the district. The costs of the City for investigation, formation and implementation of the ATID in 2010 arewere estimated not to exceed: three hundred and fifty thousand dollars ($350,000). The costs of the City for investigation, development, and implementation of the amendments to the ATID, including this First Amended and Restated Management Plan, in 2025 are estimated not to exceed: two hundred forty thousand dollars ($240,000). Ongoing Administrative Cost Recovery by the City of Anaheim: The annual reimbursed costs of the City for administering, collecting, sending penalty notices, and auditing all Assessed Facilities shall not exceedequal one percent (1%) of the gross amount collected annually by the City for the ATID. The actual cost recovery costs, notequal to exceed the one percent (1%) cap,%), shall be deducted from the total amount collected prior to any distributions of the Marketing Component Funds or, the 32 32
Transportation Component Funds or the Housing Component Funds.
Exhibit A
EXHIBIT A SAMPLE BUDGET FOR THE MARKETING COMPONENT FUNDS Statement of Expense Summary - Marketing Statement of Expense Summary - Convention Sales Budget Highlights Marketing Budget Highlights- Convention Sales Brand Advertising 350,000 Solicitation, Travel, Promotions 900,000 Interactive Agency & Media Buys Travel & Entertainment Cooperative Promotions 175,000 Client Events 700,000 Industry Sponsorships, Attendee Marketing, Account Campaigns Client events, site tours, sales blitzes, Meeting Industry Council Research 150,000 Salaries and Related Costs 2,200,000 Attendee Satisfaction Survey & Web site Conversion Study Collateral (Sales Tools) 125,000 Convention Sales Directors XX Videos, Virtual Tours, & Presentations Market responsibilities to include Exhibiting 65,000 In Market Sales Director-Northern California X Booth Rental, Graphics & Design Markets include corporate and association based in the western region Web Development - Technology 125,000 In Market Sales Director-Washington DC Interactive mapping, Social Media, Content Management System, Mobile Applications, License Fees & Third Party Integrations Market responsibilities to include corporate and association based in the mid-Atlantic region. Promotion & Travel 75,000 Convention Sales Coordinators XX Year Out Travel, Staffing, Attendee Marketing Sales Calls Develop and prospect new business, ACC and self contained all markets Salaries & Related Costs 317,000 Convention Services Manager X Web Content Specialist X Marketing Research Analyst X Marketing Coordinator Revenue Management 250,000 Restricted Reserves to host Industry Conventions PCMA, MPI, ASAE 100,000
Statement of Expense Summary - Marketing Statement of Expense Summary - Convention Sales Budget Highlights Marketing Budget Highlights- Convention Sales Public Relations Campaign 250,000 Social Media Campaign 150,000 Subsidy to offset costs for grouTotal Marketing Expense $2,032,000 Total Convention Sales Expense Sub-total Convention Sales & Marketing Transportation Component - 25% Anaheim only Total Proposed Budget NOTE: The below budget was an estimate of a budget included in the Original Plan adopted on September 2, 2010. It is deleted as out-of-date.
Appendix A Former Section 015 (For Information Purposes Only) SECTION 015 BACKGROUND - THE TOTAL ANNUAL AMOUNT PROPOSED TO BE EXPENDED FOR THE FIRST FIVE (5) YEARS OF OPERATION OF THE ATID (FY 2010-11 through 2014-15) In an effort to plan conservatively, the following table assumes that there will not be any growth of new hotels or assessed facilities within the ATID boundaries of the Anaheim Resort Area or the Platinum Triangle within the next five (5) years. It also assumes that the room rates and occupancy rates will grow at a rate of only three percent (3%) per year. Any adjustments in revenue from the addition or subtraction of rooms and/or fluctuations in room and occupancy rates will be reported to the Contracting Entity (defined below) and the Transportation Committee (defined below), which in turn will recommend any budgetary changes to the City Manager and City Council annually. A sample annual budget for the Marketing Component Funds (defined below) is attached hereto as Exhibit A. The following figures are net of the City's administrative costs of up to a maximum of one percent (1%) of ATID revenues. The twenty-five percent (25%) and seventy-five percent (75%) allocation may be reallocated at a later date pursuant to the reallocation provisions in Section 016 hereof. YEAR (FY) CATEGORY PERCENTAGE OF THE ATID BUDGET TOTAL AMOUNT AVAILABLE FOR ATID EXPENDITURE 2010-11 (Partial Formation Costs of Year*) the City n/a $350,000.00 Marketing Component 75% of remaining Funds amount $4,360,811.00 Transportation Component 25% of remaining Funds amount $1,453,604.00 Total 100% $6,164,415.00 2011-12 Marketing Component Funds 75% $7,140,024.00 Transportation Component Funds 25% $2,380,008.00
Total 100% $9,520,032.00 2012-13 Marketing Component Funds 75% $7,354,225.00 Transportation Component Funds 25% $2,451,408.00 Total 100% $9,805,633.00 2013-14 Marketing Component Funds 75% $7,574,851.00 Transportation Component Funds 25% $2,524,950.00 Total 100% $10,099,801.00 2014-15 Marketing Component Funds 75% $7,802,097.00 Transportation Component Funds 25% $2,600,699.00 Total 100% $10,402,796.00 Total for 1st Marketing Component Fund 75% $34,232,008.00 5 Years of Transportation Component ATID Funds 25%$11,410,669.00 Total 100% $45,642,677.001 *It is currently estimated that ATID Assessments will be collected for eight (8) months of the 2010-11 fiscal year. Therefore, the ATID expenditure for the 2010-11 fiscal year is estimated based on eight (8) months of collections. 1 Total does not include 2010-11 (Partial Year) City Formation Costs of $350,000.
APPENDIX B FORMER SECTION 019 THE PROPOSED TIME FOR IMPLEMENTATION AND COMPLETION OF THE ANAHEIM TOURISM IMPROVEMENT DISTRICT ACTION TAKEN BY THE CITY COUNCIL EXPLANATION DATE/STATUS Adoption of TID Enabling Ordinance by the City Council This is the local legislation that allows for the creation of the new ATID July 20, 2010, Adopted unanimously by the City Council Resolution of Intent to Establish the ATID Signifies the Citys intention to hold a public hearing to consider establishment of the new ATID July 27, 2010, Adopted unanimously by the City Council Finalization of the ATID Management Plan Week of August 30, 2010 Pending Circulation of petitions of by ATID Members informing the City Council of their support of the ATID Though not required, the VCB will circulate petitions among ATID hotel owners and operators to demonstrate support of the ATID at the September 14, 2010 public hearing Pending, petitions should begin circulation around August 30, 2010 Public Meeting/City Council Chambers Input sought by City Council for the proposed ATID August 31, 2010 Public Hearing, Resolution of Formation/City Chambers Public Hearing to hear all positions of support and opposition to the proposed levying of the assessment on affected businesses to fund the special benefits proposed in the ATID September 14, 2010. ATID is formed if the City Council adopts the Resolution of Formation by majority vote First bills sent out by the City to inform ATID assessed facilities of their obligation to pay the 2% ATID assessments for each occupied room rent Notices informing all Assessed Facilities that ATID fees will be required to be collected, or paid commencing November 1, 2010 Notices sent out mid October First ATID payments made to the City Covering November ATID assessments Early December First transfer of ATID funds from the City to the Contracting Entity Collections by the City, placed in a segregated account. 75% of the collections sent to the Contracting Entity Late December ATID funds allocated on behalf of all ATID Assessed Facilities Managed by the Contracting Entity and Transportation Committee January 2011