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LTC 025-2004 Review of the Greater Miami Convention and Visitors Bureau CITY OF MIAMI BEACH Office of the City Manager Letterto Commission No. 025-200 To: From: Subject: Date: January 28, 2004 Mayor David Dermer and Members of the City Commission Jorge M. Gonzalez ~ ~/'- ~ City Manager THE REVIEW, ASSESSMENT, AND RECOMMENDED STRUCTURE OF THE GREATER MIAMI CONVENTION AND VISITORS BUREAU CONDUCTED BY ECONOMIC RESEARCH ASSOCIATES (ERA) On May 22, 2002, the Mayor and City Commission adopted Resolution No. 2002-24854, authorizing the renewal of the Agreement between the City of Miami Beach and the Greater Miami Convention and Visitors Bureau (the "Bureau") conditioned upon the issuance of a Request for Proposals (RFP) to review and assess the current Bureau governance, structure, processes and overall operations, and make recommendations as to what model and/or structure should provide the services to achieve optimal sales, marketing, and public relations efforts to enhance the City's Tourism and Convention Industries. On July 31, 2002, the Mayor and City Commission discussed whether the City of Miami Beach should participate with Miami-Dade County and the City of Miami in a collaborative study and evaluation of the Bureau, and elected to conduct its own study. On November 13, 2002 the Mayor and City Commission adopted Resolution No. 2002- 25072 and authorized a contract with ERA to: Review and assess the Bureau governance, structure, processes and overall operations; Make recommendations as to what type of model/structure should exist to enhance the City of Miami Beach's tourism and convention industries; Compare and provide a comprehensive report on Bureau operations relative to industry standards; and On January 14, 2004, the Mayor and City Commission referred the review, assessment, and recommended structure of the Greater Miami Convention and Visitors Bureau conducted by Economic Research Associates to the Finance and Citywide Projects Committee. As part of the City's commitment to assure participation by City stakeholders, in February 2003 (as advised via LTC 31-2003), I organized a steering committee to help guide the consultant's work plan and provide input throughout the deliverables. The steering committee has been comprised of City staff and: Elsie Howard, Visitors and Convention Authority Stu Blumberg, Greater Miami and the Beaches Hotel Association Michael Milberg, Chair of Miami Beach Convention Center David Kelsey, South Beach Hotel and Restaurant Association GMCVB Liaison - to be appointed by GMCVB Doug Tober, SMG On January 13, 2004, the Steering Committee convened to review the 2nd Revised Draft Report (see attached) and provided commentary. As a result, the consultant has incorporated certain revisions to the report in the form of a 3rd Revised Draft Report, that in our opinion, is beyond the original scope of work. The Steering Committee will meet one final time, the week of February 2nd, to review the 3rd Revised Draft Report. The Committee's comments will be forwarded to be discussed at the next Finance Committee meeting. Let us preface the distribution of the 2nd Revised Draft Report with the proviso that ERA has conducted and prepared this report independently. The Administration, together with the Steering Committee, has attempted to provide input to the Consultant as they developed their recommendations. However, the Consultant's report reflects their opinions and does not necessarily include all of the input provided to date. Additionally, the Consultant has included recommendations in an attempt to address individual committee member concerns that has resulted in a deviation from the original scope of work. As stated above, this report has been referred to the Finance Committee at which time, direction on the upcoming expiration of the Agreement between the City of Miami Beach and the Greater Miami Convention and Visitors Bureau contract and any future action should be discussed. In the meantime, if you have any questions, please do not hesitate to contact me. JMG/CMC/rar F;\cmgr~ALL\LTC-04\ERA LTC-04.rnem.doc Economics Research Associates Deliverable 4: Second Revised Draft Report Review, Assessment and Recommended Structure of the Greater Miami Convention and Visitors Bureau Prepared for the City of Miami Beach Submitted by: Economics Research Associates In association with Tourism Development Associates Version Delivered: January 8, 200~ ERA Project No. 14932 388 Market Street, Suite 1580 San Francisco, CA 94111 (415) 956-8152 FAX (415) 956-5274 www.econres.com Los Angeles San Francisco San Diego Chicago Washington DC Dallas New York London Section I. II. III. TABLE OF CONTENTS EXECUTIVE SUMMARY ..................................................................... INTRODUCTION ................................................................................... Page I-1 II-1 COMPARISON OF GMCVB WITH OTHER BUREAUS .................... IV-1 Introduction .............................................................................................. IV- 1 The Role of a Convention and Visitors Bureau ....................................... IV-2 Key Comparable CVBs by Size of Budget and Room Count ................. IV-4 Profiling the Greater Miami Convention and Visitors Bureau ................ IV-9 Greater Miami Compared with Seven Major Destinations ...................... IV-17 ANALYSIS OF ISSUES ......................................................................... V-1 Introduction .............................................................................................. V- 1 Issue: What Would be the Optimal Model ............................................. V-2 Issue: Identity and Brand ........................................................................ V-5 Issue: Communication Between the Bureau and the City ...................... V-7 Issue: Strategic Plan ................................................................................ V-9 General Issue: Governance, Structure, Processes & Operations ............ V-10 Issue: Bureau Governance ...................................................................... V-10 Issue: Overall Funding for Tourism Industry Needs .............................. V-12 Issue: Bureau Funding ........................................................................... V-13 Issue: GMCVB Operations and Evaluation ............................................V- 15 Specific Issue: Appropriate Performance Measures for the Bureau ....... V-16 Issue: Marketing ...................................................................................... V-20 Issue: Appropriate Tourism Responsibility of City Apart from Bureau. V-22 Summary of Major Findings and Recommendations .............................. V-24 APPENDIX A: WHY MIAMI BEACH SHOULD PROMOTE TOURISM A-1 APPENDIX B: INDUSTRY STANDARD PERFORMANCE MEASURES B-1 APPENDIX C: LOG OF INTERVIEWS ............................................... C-1 APPENDIX D: BIBLIOGRAPHY ......................................................... D-1 MIAMI BEACH FUNDING OF GMCVB AND RESORT/ROOM TAX ALLOCATIONS ..................................... III-1 City of Miami Beach Funding of GMCVB ............................................. III-1 Miami Beach Resort Tax ......................................................................... 111-3 Convention Development Tax ................................................................. 111-7 LIST OF TABLES Section HI- 1 III- 2 CITY OF MIAMI BEACH RESORT AND TAX REVENUES BY MONTH, 1999-2002 ................................................... CITY OF MIAMI BEACH TOURISM AND PROMOTION PAYMENTS Page III- 3 III- $ III- ~3 IV-1 IV- 2 IV- 3 IV- 4 IV- 5 IV- 6 IV-7 IV-8 IV-9 IV-10 IV-11 IV-12 COUNTYWIDE CONVENTION AND TOURIST TAX COLLECTIONS ........................................................... III- g_8 COMPARABLE BUDGETS OF LARGE CVBs .................................... IV- 5 COMPETITORS IN THE CVB BUDGET SIZE $4-$7 MILLION ........ IV- 5 COMPARING CVBs NATIONALLY BY SIMILAR ROOM COUNT ..................................................................... IV- 6 COMPARISON BY THE SPENDING PER ROOM FOR U.S. CVBs WITH APPROXIMATELY 10,000 TO 100,000 HOTEL ROOMS TO FILL ..................................................................... IV- 7 COMPARING THE RANGE OF SPENDING PER HOTEL ROOM IN BUREAUS IN FLORIDA ....................................... IV- 8 ORGANIZATION PROFILE CVBs WITH BUDGETS $10,000,000 AND HIGHER .................................................................... IV- 9 ACCOUNTING TREATMENT AND POLICIES CVBs WITH BUDGETS HIGHER THAN $10,000,000 ........................ IV-11 FUNDING FOR CVBsWlTH BUDGETS OF $10,000,000ANDHIGHER .................................................................... IV-13 LINE ITEM EXPENSES CVBs WITH BUDGETS OF $10,000,000 AND HIGHER .................................................................... IV-16 ORGANIZATION AND STRUCTURE ................................................. IV- 17 COMPARISON OF PUBLIC AND PRIVATE FUNDING ................... IV-18 COMPARISON OF EXPENSES ............................................................ IV-19 V-1 IACVB TOTAL RETURN ON FUNDING CALCULATION ............... V-19 iii LIST OF FIGURES Section HI- 1 HI- 2 HI- 3 SEASONALITY OF RESORT AND ROOM TAX REVENUES .......... ALLOCATION OF MIAMI BEACH 2% RESORT TAX ...................... MIAMI BEACH ONE PERCENT ROOM TAX ALLOCATION ......... Page III- 4 HI- 5 III- 6 iv SECTION I: EXECUTIVE SUMMARY The City of Miami Beach retained the consultant team of Economics Research Associates (ERA) and Tourism Development Associates (TDA) to assess the structure of the Greater Miami Convention and Visitors Bureau (Bureau or GMCVB) and its relationship to the City. This structural assessment study is related to three other consulting efforts currently underway or already completed: a market analysis, an audit of the Bureau from the perspective of Miami-Dade County, and a strategic plan. A number of structural questions were posed in the City's request for consultant proposals, but perhaps the most fundamental of these was: Should the City continue to fund and participate in the Bureau's efforts to market the Greater Miami area for tourism and convention business, or should the City set up a structure to market Miami Beach only? The consultant team found the answer to this question unequivocally to be it is in the City's best interest to continue to participate in a regional marketing structure of the type provided by the GMCVB, and that the City utilize a share of the revenue generated by the visitor industry to implement tourism development programs and direct marketing initiatives to increase the City's own market share once visitors arrive to the region. This is because the "tourism infrastructure" serving leisure and convention visitors alike includes the airport, ground transportation, hotels, restaurants and shops, public and private meeting facilities, beaches and other unique features of the natural and built environment. These assets are spread throughout the region. In the absence of any existing marketing structure, a regional public-private partnership of the type provided by the GMCVB is the optimal structure for marketing all of the Greater Miami area to attract visitors from the world at large. At the same time, the City provides municipal services to visitors, maintains and enhances the tourism infrastructure, and should utilize funding to attract visitors to Miami Beach businesses and facilities once they have decided to come to the Greater Miami area. Taxes collected from visitors provide over $20 million per year within Miami Beach alone to fund this mix of regional and local activities. A primary mechanism for coordinating the regional, "bureau-type," efforts and local City efforts is a shared vision articulated in a written Strategic Plan. Having resolved this fundamental issue, however, there remain many other questions posed by the City designed to identify the optimal structure starting from a "blank slate" as if no structure currently existed throughout the region, and also starting from where things are today. A summary of the findings and recommendations from this analysis is as follows: Quality of the Relationship Between Bureau and City. The ERA/TDA consultant team has found the quality of the relationship between the GMCVB and the City is currently poor, and obviously has been deteriorating in recent years. The degree of Structural Assessment of the GMCVB Summary of Findings and Recommendations ERA Project No. 14932 Page I-1 dysfunction in the City-Bureau working relationship threatens to diminish the ability of the Bureau and City to continue growing the economic benefits derived from a healthy tourism-based economy. Strategic Plan. One fimdamental cause of dysfunction in the relationship has been the lack of a Strategic Plan articulating shared goals and objectives. Although the Strategic Plan is now underway, the City has been calling for such a plan for over four years in order to clarify directions and priorities for all parties that would allow the City to better envision common goals and be a better parmer in working with the Bureau. This Strategic Plan should encompass more than a marketing work plan. It should begin with a process to achieve input and buy-in from all the regional partners and clearly define the agreed upon goals and objectives of the GMCVB. It should: set goals and objectives based on a strategic analysis of the research (including research on competitors); identify target markets for attracting visitors; position the various Greater Miami (and Miami Beach) tourism products within the competitive field; suggest what new tourism and convention products should be developed; prioritize improvements in the tourism infrastructure; etc. Communication Between Bureau and City. Communication problems can be a contributing factor to a declining relationship, and improved communication can be part of the solution. While it is possible for gifted individuals to overcome even a poor structure in order to rescue a relationship, the focus of this analysis is on how to design an optimal structure that maximizes the probability of a productive working relationship, regardless of the personalities involved. The consultant recommendation is that each party develop a high level staff position that has primary responsibility for representation to the other party. The City has recently hired a tourism professional that could function in this role. The recommendation for the Bureau is to create a new executive position, perhaps with the title Senior Vice President of Public Affairs, to have primary responsibility for communicating with constituents in the greater Miami area, including the City of Miami Beach. Examples of how such a position within a bureau's organizational structure has been used very effectively are San Francisco and Los Angeles. Governance. In the context of the last couple of contract renewals the City has negotiated increased representation on the Bureau's Board and on the Executive Committee. Miami Beach provides approximately one-third (ranging from 30 to 35 pement) of funding from the public interlocal partners, and representation on the Board and key committees is proportional to this one-third financial support. Even so, the City feels their influence over Bureau direction is still insufficient. On the one hand, the Bureau cannot cede majority control of the Bureau to a minority partner, for example fimctioning like a department of the City of Miami Beach, without alienating the other interlocal partners and the private contributors (both financial and in-kind) that are so essential to an effective national and intemational sales effort. On the other hand, Miami Beach also invests financially in the tourism industry by being the host to the majority of visitors (and bearing the General Fund cost impacts of visitation). The consultants Structural Assessment of the GMCVB Summary of Findings and Recommendations ERA Project No. 14932 Page I-2 recommend an implementation process to an optimal state would be to: (1) agree to specific goals and objectives through a shared strategic planning process; (2) establish a level of Bureau funding, reserving other portions of the $20+ million in visitor generated funds for General Fund costs and local Miami Beach programs; (3) set a long term automatic formula to provide that funding to the Bureau; (4) with influence in proportion to financial support participate enthusiastically in the Bureau governance process, but on a daily operating basis let the Bureau pursue its mission of marketing all of Greater Miami to the larger world; and (5) establish a tourism industry development function within the City to handle those initiatives that are of most interest at the local Miami Beach level. Brand Identity. There has been much local debate over the whether or not the Bureau gives sufficient weight to the "Miami Beach" destination in its marketing of the region. Clearly Miami Beach is a major destination within the region; over 75 percent of all overnight guests go to Miami Beach during their stay, and over 40 percent stay in Miami Beach lodging. While local residents may be intensely aware of the political boundaries between communities, the typical visitor is not aware, and frankly does not care. Although the image is typically Miami Beach, often more specifically South Beach, at the international and national scale the brand identity for the region is "Miami." Performance Measures. The City has requested performance measures to evaluate the GMCVB, or any other alternative structure, in future years. Recognizing that no standards have existed in the industry for evaluating the performance of bureaus, the International Association of Convention and Visitors Bureaus (IACVB) has led a multi- year program to establish industry standards. The IACVB Board has just approved a set of standards in October of 2003. As described in the body of the report, these can be used to evaluate the performance of the GMCVB over time in their own market, and against their own goals. Eventually, industry standardization may allow for some comparison between bureaus, although there are many additional factors that complicate cross-bureau comparisons. Optimal Model for Marketing Leisure/Tourism. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities of interest (e.g., separate municipalities, hotels and other commercial interests) band together to provide a regional marketing organization to attract leisure travelers into the area. Once tourists have been brought to the area, individual cities and commercial interests would then market to increase their own capture of tourists. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Optimal Model for Marketing Conventions. In today's highly competitive market, a national scale convention business requires a cohesive package that includes: large and high-quality meeting and exhibition facilities; one or more headquarters hotels; additional hotels with a willingness to "block" rooms; a major airport; smooth ground transportation between airport, hotels and the convention center; interesting offsite event venues; and casual dining and entertainment opportunities. The greater Miami convention package is Structural Assessment of the GMCVB Summary of Findings and Recommendations ERA Project No. 14932 Page I-3 spread among multiple political jurisdictions. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities band together to provide a regional marketing organization to attract convention travelers into the area. Once a major convention has selected the area, individual hotels and their host communities would promote their features to increase their own capture of conventioneers. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Advertising as a Model for Marketing Tourism. Advertising is one of the functions employed by a full service Bureau when marketing for both leisure and convention visitors, and is generally provided by recruitment and retention of a separate advertising firm. It has been suggested that the City solicit and directly retain an advertising f'mn to promote Miami Beach. Advertising is only one of many required marketing functions, however, and a contract with an advertising firm would have to be augmented by substantial investment by the City in other outside vendors or in-house capabilities to provide such services as: provide business leads to lodging properties; coordinate the local business community to prepare bids/proposals for multi-property meetings and events; conduct meeting planner site inspections for prospective groups; staff a visitor information center; conduct familiarization tours; create special interest niche promotions; synergistically coordinate marketing efforts with those of other industry elements within the region; conduct long range strategic planning; promote the tourism industry to the host community through education and special outreach programs; and a wide variety of other critical functions. The consultants do not recommend using an RFP process to hire an advertising firm, because such a finn would not be able to perform the full range of services needed. The optimal model is to form a public-private partnership of regional scope to perform these functions, including the use of an advertising firm. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Comparison of the GMCVB with Other Major Bureaus. Having determined the GMCVB structure represents an optimal model for marketing the Greater Miami area conceptually; the next area of investigation is whether it performs optimally in practice. The ERA/TDA consultant team conducted a benchmarking analysis comparing the GMCVB with national averages for bureaus of its size, and against seven specific peer bureaus. The findings are that the GMCVB is within the norm for major bureaus in terms of: its organizational structure, its accounting practices, its use of satellite offices, size of membership, and most other routine practices and organization characteristics. The GMCVB runs with a smaller than average staff, in percentage terms spending less than the average on payroll, and more than the average on direct promotion. With 72 members, the GMCVB board of directors is more than double the average size for major bureaus, and with 22 members the Executive Committee is also more than double the average size of 9. In a diverse regional setting representing multiple destinations and governmental partners, an argument can be made for maintaining a large board. On the other hand, decision-making in a large board must be delegated to smaller committees and subcommittees making it more difficult for any one member to feel heard. Structural Assessment of the GMCVB Smmnmy of Findings and Recommendations ERA Project No. 14932 Page I-4 Appropriate Use of the CDT. In addition to the resort tax, overnight visitors to Miami Beach also pay a Convention Development Tax (CDT) of three percent of hotel room costs. This tax has been generating $25 to $30 million per year countywide, of which overnight guests in Miami Beach have been contributing one-third to one-half of the total. To maximize region-wide economic benefits of the investment, CDT revenues should be used to fund ongoing upgrades and improvements to convention facilities that attract additional convention business, and should not be spent on sports, performing arts, musemns, or other facilities that serve primarily residents. It would be in the best interest of the City of Miami Beach if a portion of these funds were used to make improvements to the Miami Beach Convention Center. Needs have already been identified for a new 50,000 square foot multi-purpose general assembly/banquet hall '~'~: ..... ,~ ~.~u .... ad~itlc, na! ~_~a.. ......;~, ......... ~ ~n~l.: ..... .4 e,~^. c~:~:,:~: to enhance the existing center. Overall Adequacy of Tourism Generated Tax Revenues. The resort and hotel taxes have been generating betwveen $20 and $25 million for the City_ of Miami Beach in recent years. Additional revenues are generated through the ad valorem tax, parking fees and fines, and other miscellaneous sources. If fiscal analysis thuds that the costs of serving tourism and convention business are greater than the revenues generated by visitors, then increases in taxes paid by visitors may be appropriate. If the fiscal benefits of the visitor industry are tbund to outweigh the costs, then priorities should be set among providing General Fund services to visitors, and developing and promoting the industry at the regional (Bureau) and City levels. Funding Mechanism. A consistent and assured funding mechanism would improve performance of the existing working structure between the City and the Bureau, and reduce a source of historical contention. Historically, the City's financial participation in the Bureau has been negotiated every two years. This protracted program identification and negotiation process is not the most effective use of staff time or that of the business people in the industry who have participated in the process. The optimal structure would involve a formula-based contribution coupled with a long-term agreement, providing greater consistency of funding, yet still fluctuating with macro-economic industry performance. The City would fund additional direct marketing initiatives, and address local needs from visitor-generated revenues. Role of the City in the Tourism Industry. Rather than expect the Bureau to undertake specific initiatives that apply primarily to Miami Beach, the City should conduct its own blue ribbon community planning process to identify and prioritize programs that should remain under the full control of the City. These could logically include: · Product development (e.g., new cultural and heritage attractions); · Community education, hospitality training, and visitor welcome services; · Local planning and promotion; and Structural Assessment of the GMCVB Summary of Findings and Recommendations ERA Project No. 14932 Page I-5 · Ongoing maintenance of the tourism infrastructure through the full range of General Fund expenditures. These City activities should be directed by the same senior staffperson that represents the City to the Bureau in order to maintain the tightest coordination in convention and tourism development efforts and to maximize the synergy of both entities working in concert. In summary, the City should continue to participate in the funding of the GMCVB and participate fully in its effort to market the region to the world at large. At the same time the City should establish a tourism development division within the City. Funding for both of these tourism development functions and funding for the general fund costs of serving visitors should come from the taxes levied on visitors. A shared vision, developed through a strategic planning process, is needed to coordinate the efforts of the Bureau and the City, and help the City allocate their resources among these three expenses. Structural changes within the Bureau are recommended to enhance future communication between the two entities, and parallel structural changes within the City are already being implemented. Recurring negotiations over funding should be replaced with a longer term and automatic funding formula. Structural Assessment of the GMCVB Summary of Findings and Recommendations ERA Project No. 14932 Page I-6 SECTION II: INTRODUCTION Since the mid 1980s, the City of Miami Beach (City or CMB) has contracted with the Greater Miami Convention and Visitors Bureau (Bureau or GMCVB) to provide tourism and convention promotion and marketing services. The City's recent renewal of the GMCVB contract was conditioned on the procurement of an independent review and assessment of the current governance, structure, processes and overall operation of the GMCVB. The City solicited an independent consultant to make recommendations as to the ideal structure of the organization to provide the services to achieve optimal public relations, sales, and marketing to enhance Miami Beach's tourism and convention industries. The GMCVB is a private non-profit marketing organization. Its mission is to attract and encourage individuals and organizations to visit the Greater Miami Area and the Beach Communities for conventions, business, and recreation. GMCVB has more than one thousand private business members and four local government members known as interlocal parmers. The four interlocal partners are Miami-Dade County, City of Miami Beach, City of Miami and Bal Harbour Village. Consultant Assignment The City of Miami Beach selected a consulting team composed of Economics Research Associates (ERA) as prime contractor, collaborating with Tourism Development Associates (TDA) as subcontractor. The charge to the consultants was to: · Review and assess the current GMCVB governance, structure, processes and overall operations, and benchmark the current operations against other comparable organizations. · Recommend what type of model/structure should exist to provide services that would enhance the CMB's tourism and convention industries. Report on the Bureau's operations relative to industry standards. Specifically assess the relative effectiveness of continuing to market CMB as part of the Greater Miami area versus developing a mechanism to focus marketing resources on Miami Beach alone. Study Organization and Responsibilities The findings and recommendations from the study are summarized in the Executive Summary, Section I, immediately preceding this introduction. An accounting of the Miami Beach resort/room tax and its allocation for tourism and other uses is presented in Section III. The results of the benchmarking task comparing the GMCVB with other bureaus are summarized in Section IV. The significant questions and issues are analyzed Structural Assessment of the GMCVB Introduction ERA Project No. 14932 Page II-1 in Section V, including more detailed rationale and discussion of the recommendations presented in the Executive Summary. This study was managed by Steven E. Spickard, Senior Vice President, in ERA's San Francisco office. Trudy McNulty, President, managed the TDA portions of the study. Research and analysis was provided by Sujata Srivastava and Nadine Fogarty of ERA and Heidi Whitten of TDA. Structural Assessment of the GMCVB Introduction ERA Project No. 14932 Page [I-2 SECTION III: MIAMI BEACH FUNDING OF GMCVB AND RESORT/ROOM TAX ALLOCATIONS Theis purpose of this section is to provide the fiscal context for the analysis of issues in Section V. This section begins with a discussion of the background interlocal agreements between the City of Miami Beach and the Greater Miami Convention and Visitors Bureau leading up to this study. Information is also provided on the City of Miami Beach's funding contributions to the Greater Miami Convention and Visitors Bureau. In addition, the section provides a summary of the City of Miami Beach resort and room tax collections and allocations, and a brief discussion of the Convention Development Tax. City of Miami Beach Funding of GMCVB Blue Ribbon Committee and lnterlocal Agreement, 1999 In November 1998, the City of Miami Beach re-examined and terminated its expiring Interlocal Agreement with the Greater Miami Convention and Visitors Bureau, which had been signed in 1993. In January 1999, the City negotiated a one-year contract with GMCVB commencing in December 1, 1998 and ending September 30, 1999 (Fiscal Year 1998/1999). The Agreement created a Blue Ribbon Committee on Conventions and Tourism (the Committee) to review and advise on the City's relationship with GMCVB and to potentially negotiate a new Agreement, depending on the Committee's recommendations. The Committee held meetings and presentations from GMCVB, the City of Miami Beach, the Miami Beach Visitor and Convention Authority (VCA), and SMG. Based on the final recommendations from the Committee, the City entered into a new Agreement with the GMCVB for a three-year term, with a two-year renewal option. The Agreement's regular term commenced on October 1, 1999 and terminated September 30, 2002. The optional renewal term would commence October 1, 2002 and end on September 30, 2004. The Interlocal Agreement contained certain conditions and terms recommended by the Blue Ribbon Committee, including: · Specific marketing and promotion activities emphasizing Miami Beach; · Financial reporting by the GMCVB; · City representation on GMCVB's Board of Directors, Executive Committee and Sub-Committees; and · Structure of the City's financial contributions to GMCVB. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III-1 Structure of City Contribution to GMCVB The 1999 Interlocal Agreement established the current funding structure of Miami Beach's contribution to the GMCVB. Funding to the GMCVB is based on a base fee of $5 million annually from the City of Miami Beach's resort tax revenue. This portion is allocated only from the two percent municipal resort tax on hotel rooms, food and beverage, and alcohol generated in Miami Beach. If actual collected resort taxes exceed the actual collected amount in the base fiscal year (FY 1999/2000), then an additional contribution is made to the Bureau. Under the terms of the agreement, beginning in FY 2000/2001 the City of Miami Beach contributes 25 percent of the incremental increase in resort tax collections above the base level. Mayor's Blue Ribbon Tourism Task Force and lnterlocal Agreement, 2002 In May 2002, as the regular term of the 1999 Agreement approached expiration, the City and GMCVB signed another Interlocal Agreement. The Agreement earmarked funds for specific tourism promotion and marketing activities in Miami Beach, as identified in the Mayor's Blue Ribbon Tourism Task Force Report. According to the Agreement, GMCVB will target at least $1 million each year of the renewal term for the initiatives below: · Cultural/Special Events -- Development and promotion of cultural and special events in Miami Beach. · Sales/Marketing -- Expansion of efforts to promote Miami Beach as a "happening place." · Film/Fashion/Entertainment - Target marketing efforts to film, fashion and entertainment industries. · Small/Boutique Hotels -- Development of marketing and web page especially for small and boutique hotels. · Destination Video Campaign - Promotion of Miami Beach as a tourism destination. · Airport Partnership - Enhancement of visitor experience at Miami International Airport. · Gay and Lesbian Travel - Expansion of advertising, and publications targeted to gay and lesbian visitors; research trends in gay and lesbian visitation to Miami Beach. · Service/Attitude - Partnership with VCA to develop improvements in service and attitude for hospitality employees. · Heritage/Preservation Programs - Maximizing use of MiamiBeach.com website. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page Ili-2 · Public Relations - Implementation of campaign for public awareness of benefits of tourism to the community. Miami Beach Resort Tax The City of Miami Beach collects resort tax revenues generated from the sales of hotel rooms, food and beverage. There is a two percent tax collected on rooms, food and beverage, as well as a one percent tax collected on rooms only. For the purposes of this report, the two percent tax will be referred to as the "resort tax", while the one percent tax will be referred to as the "room tax". Miami Beach resort and room tax revenues for Fiscal Years 2000/2001, and 2001/2002, andag we!! as the majeff.~' zf 2002/2003 are presented in Table III-1. As shown, resort and room tax revenue totaled $23.7 million in FY 2000/01 and dropped to $21.4 million in FY 2001/029/91 fbllowing the events of 9-11. Total accrued revenues have more than recovered in FY 2002/03, to $24.7 million. The total resort taxes generated were nearly $19.5 million in FY 2000/01, and $17.8 million in FY 2001/02, and $20.5 million the following fiscal year. Room tax revenues decreased from $4.2 million in 2000/01 to $3.6 million in 2001/02 and increased again to $4.1 million in FY2002/03. Table HI-1 City of Miami Beach Resort and Room Tax Revenues by Month, 2000-2003~ Fiscal Year 2000/2001 Fiseal Year 2001/2002 Fiscal Year 2002/2003 Month 2% 2 1% ~ Total 2% 1% Total 2% 1% Total October November December January February March April May June July August September Total $1,347,250 $291,484 $1,638,734 $1,553,662 $307,694 $1,861,356 $1,551,363 $333,962 $1,885,325 $1,989,338 $477,508 $2,466,846 $2,044,648 $510,817 $2,555,465 $2,385,673 $556,636 $2,942,309 $1,827,087 $418,177 $2,245,264 $1,775,147 $351,024 $2,126,171 $1,322,050 $270,178 $1,592,228 SI,390,672 $270,005 $I,660,677 $1,353,555 $271,725 $1,625,280 $933.450 $164,199 $1.097.649 S 19,473,895 $4,223,409 $23,697,304 $1,047,867 $201,764 $1,249,631 $1,255,779 $226,828 $1,482,607 $1,545,550 $310,530 $1,856,080 $1,846,999 $409,581 $2,256,580 $2,046,674 $438,783 $2,485,457 S2,388,734 $502,267 $2,891,001 $1,628,995 $323,500 $1,952,495 $1,395,655 S267,435 $1,663,090 $1,192,158 $242,366 $1,434,524 $1,203,819 $219,164 $I,422,983 $1,261,765 $241,758 $1,503,523 $I.014.957 $169A61 $1.184.418 $17,828,952 $3,553,437 $21,382,389 $1,255,512 $237,979 $1,493,491 $1,490,489 $300,488 $1,790,977 $1,756,296 $330,112 $2,086,408 $1,875,292 5411,389 $2,286,681 52,24~577 $501,314 $2,747,891 S2,465,367 $520,199 $2,985,566 $1,92~407 $409,982 $2,336,389 SI,753,930 $351,112 $2,105,042 SI,382,211 $251,738 $1,633,949 $1,540,354 $291,482 $1,831,836 SI,519,906 $285~13 $1,805,819 $1,333,041 $232.780 $1,565,821 $20,545,382 $4,124A88 $24,669,870 Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III-3 Fiscal Year 2000/01 was a strong year for resort and room taxes until the worldwide travel slump began, precipitated by the events of 9-11-01, as shown in Figure III-1. Revenues were distinctly lower for the majority of Fiscal Year 2001/02, although the peak month of March came within a couple percent of the pre-9-11 year. Revenue trends have recovered relatively well, and the total for the ~' .... 19 intentS:; ..... 2002/03 Fiscal Year is actually 15 percent of the prior year and slightly ahead of the 2000/01 base year in the figure. Peak months for resort and room tax generation appear to be from January to May, reflecting the importance of the winter and early spring seasons for tourism to Miami Beach. Figure HI-1 Seasonality of Resort and Room Tax Revenues $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 '""~"FY 00/01 '"'~'FY 01/02 · FY 02/03 In FY 1999/00, the GMCVB received a $5 million base fee (see Table I11-2). In FY 2000/01 am3..~,:Y'gOO4402=resort taxes collected exceed the levels collected in the base year. Therefore, the total contribution to GMCVB was $5.4 million in FY 2000/0L and $6.35.0 million in FY 2001/02, and $5.4 million in 'FY 2002/03. The VCA received $951,000, $839,000, and $946,000 in $ ..... . .... and $I.3 mi!lizn ~uring those years. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III4 Therefore the City's contribution of resort tax dollars to tourism and promotion totaled e~ ~qq o million in FY 1999/00, $6.4 million in a~d FY 2000/01, ~ ,,..,$5,8 million in FY 2001/02, and $6.3 million in FY 2002/03. Table III-2 Ci,ty of Miami Beach Tourism and Promotion Payments For Fiscal Years Ending September 30 Fiscal Year VCA GMCVB Total 1999/00 (GMCVB Base Year) $911,498 $5,000,000 $5,911,498 2000/01 $950,519 $5.437,379 $6,387,898 2001/02 $838,968 $5,000,000 $5,838,968 2002/03 $945,914 $5.362,102 $6,308,019 Figure III-2 graphically illustrates the City's allocation of total resort tax revenues in the last ..... c tbur.years, which ranged fi.om $21.~ to $25.-8 million. The largest share of the City's contribution was used to offset the General Fund costs of providing municipal services to tourist and convention visitors. The General Fund received between $11.1 million and $15.016.3 million from FY 1999/00 to FY .......... 2002/0~. Debt service expenditures totaled between $1.8-7__million and $2.3 million, and other expenditures were approximately $500,000 to $1.4-0~million during this period. Finally, the City allocated ~t~t~ ¢'st~t'~ ' fi.om $ ..... 600,000 to $ .... 1,000,000 to resort tax operations. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III-5 Figure 1II-2 Allocation of Miami Beach 2% Resort Tax Revenue ($ millions) $0.9 $0.7 90% 80% --- $0.9 $0.8 $0.6 $1,0 $12A $15.0 S2.3 $5A $0.9 $0.8 $16.3 $5.3 FY 1999/00 FY 2000/01 FY 2001/02 FY 2002/03 I · Debt Service ~ Other [] Gen. Fund Tourist Expense · Resort Tax Oper. · VCA I GMCVB Expend. Source: City of Miami Beach Using FY 2001/02 to illustrate the use of resort tax proceeds to offset the impacts of visitation, the bulk of funds are allocated to Police/Security ($4.4 million), Fire/Emergency Services ($2.1 million) and Beach Patrol ($4.4 million) departments. In addition, the City contributes resort tax funds to Maintenance ($1.2 million), Code Compliance ($1 million), and the Bass Museum ($960,000). The City's Art, Culture and Education Department, Cultural Arts Council, and Maintenance also receive resort tax funds. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III-6 In addition to the two percent resort tax, Miami Beach also collects a one percent room tax, which was enacted to incentivize and construct two convention hotels. In the budget for FY ~C~:1-/0~2002/03, Miami Beach allocated approximately $~.33.5 million from the one percent room tax. One half of the funds ($2.21.7 million) were allocated to the Redevelopment Agency for debt service. Community consensus was achieved by allocating fifty percent of the funds to North Beach, Middle Beach, and South Beach neighborhoods. Each of the neighborhoods received approximately $720,990577,000. Figure 111-3 illustrates the allocation of the one percent room tax. Figure IH-3 Actual Miami Beach One Percent Room Tax AHocation, FY 2002/03 $577,382 $577,382 $1,732,146 · RDA City Center Bonds · North Beach [] Middle Beach [] South Beach A full economic and fiscal impact analysis of tourism is beyond the scope of this study, but the reasons why communities invest in the development and promotion of a tourism industry are discussed in Appendix A to this report. In essence, tourism can provide a base for a local economy, where spending by visitors brings new money into the area, creating multiplied economic benefits to community residents in the form of more jobs, greater incomes, and improved business opportunities (in addition to such quality of life issues as greater restaurant and entertainment offering, cultural opportunities, etc.) When properly taxed, tourism can generate the resources necessary to pay not only the ongoing costs of promoting the industry, but also the costs of maintaining the environment and providing the "product" that attracts the visitors in the first place. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page 111-7 The visitors to Miami Beach are currently generating $20 to $25 million a year in revenue that is controlled completely by the City of Miami Beach. A significant portion of this is available to defray the General Fund costs of providing services to visitors. In this context, a $5 to $6 million annual investment in tourism promotion on a national and international scale is not unreasonable. In a properly constructed economic'development strategy, the revenues generated by visitors should be sufficient to pay for all three categories of expenditures: General Fund services consumed by visitors, regional promotion, and local tourism promotion and product development. Convention Development Tax Miami-Dade County collects a number of taxes on hotel rooms and on food and beverage operations within hotels and motels. These have totaled $50 to $60 million in recent years (see Table III-~3_). For most of these revenue sources, the City of Miami Beach's Resort Tax supercedes the County's tax structure and the County does not collect within Miami Beach. The one significant exception, however, is the Convention Development Tax (CDT). Table III-3 Countywide Convention & Tourist Tax Collections Revenue Sources FY 2000 FY 2001 FY 2002 Convention Development Tax (CDT) Tourist Development Tax (TDT) Professional Sports Facilities Franchise Tax Subtotal Bed Taxes $29,187,730 $30,999,229 25,650,342 $11,679,472 $12,158,910 $10,199,562 $5,839,735 $6,079,458 $5,099,781 $46,706,937 $49,237,597 $40,949,685 Tourist Development Surtax (TDS) Homeless and Domestic Violence Tax Subtotal Food and Beverage Taxes $4,061,577 $4,246,649 $4,004,403 $8,651,487 $9,199,433 $9,555,130 $12,713,064 $13,446,082 $13,559,533 All Tourist Taxes at the Count~ Level Source: Miami-Dade County Finance Department. $59,420,001 $62,683,679 $54,509,218 The CDT is a three percent tax on hotel rooms collected throughout Miami-Dade County, with the exception of the cities of Surfside and Bal Harbour. Based on the collections of the one percent bed tax within Miami Beach, visitors to Miami Beach have been Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page III-8 contributing between one-third to one-half of the total $25 to $30 million CDT to Miami- Dade County. According the enabling legislation (Florida Statute 212.0305) two-thirds of the CDT proceeds "shall be used to extend, enlarge, and improve the largest existing publicly owned convention center in the county;" and "one-third of the proceeds shall be used to construct a new multipurpose convention/coliseum/exhibition center/stadium or the maximum components thereof as funds permit in the most populous municipality in the county" which in this case was the Miami Arena. Once these initial projects have been developed and their debt services paid down to a level where surplus CDT begins to be generated, somewhat more discretion is given in the future use of CDT funds. Priority to "extend, enlarge, and improve" the Miami Beach Convention Center should be maintained, however. An "Analysis of the Potential Expansion of Convention Facilities in Greater Miami and the Beaches" (November 5, 2001)A · ......... :~ r- ...... ^ ........... c~.~., has already been completed which identified the need for an additional 50,000 square fbot multi-purpose general assembly/banquet hallba!!r.~.~m.· v~---~-~f: .... ~l..~ ~.-~^*~'~- c~:~:,:~o~.....o in order to maintain the competitiveness of the Miami Beach Convention Center in attracting future business. Investments in the convention package offered by the Greater Miami area have the power to repay themselves by attracting additional convention business, generating more income for regional residents (economic impact), and producing more tax revenue through the CDT and the other taxes on visitors. The temptation to spend CDT resources on sports, performing arts, museums, and entertainment facilities that serve primarily residents should be resisted. Very little new economic impact will repay that form of expenditure. Structural Assessment of the GMCVB GMCVB Funding and Resort Tax ERA Project No. 14932 Page 111-9 SECTION IV: COMPARISON OF GMCVB WITH OTHER BUREAUS Introduction Not all readers of this analysis will be professionals in the travel and tourism field. Thus, some context is required to put the activities of the Greater Miami Convention and Visitors Bureau (GMCVB) into perspective. This section serves to provide the "benchmark" context for the analysis of issues presented in Section V of the report. For example, where this context section provides comparative information on bureau size and funding, Section V will discuss possible ways to measure bureau performance. The ERA/TDA consulting team has procured permission to use aggregate data on the industry for this purpose from the International Association of Convention and Visitors Bureaus (IACVB), through their most recent industry survey. This survey, conducted in 2001, collected data from the "most recent fiscal year," which in the majority of cases was 1999-00. ERA and TDA have contacted selected individual bureaus for permission to use similar data to compare with either the Greater Miami area or the City of Miami Beach when viewed alone. The GMCVB provided data for FY 1999-00 to the ERA/TDA team, because the GMCVB did not participate in the 2001 IACVB survey. The City of Miami Beach also provided comparison data that was used by the 1999 Blue Ribbon Committee. That data also came from this same industry source, the IACVB's survey that was conducted in 1998 and reflected primarily 1997 data. IACVB does not conduct this survey every year, and prior publication dates include 2001, 1998, 1996, 1993 and 1989. The IACVB survey is the only source of this type of information that is assembled (with significant effort) by each bureau in a format that allows for cross comparison, and the 2001 report is the most recent. First, in the section below the range of activities of a modem bureau is described. Next, the general scale of the Greater Miami tourism marketing effort is placed in the context of other comparable destinations in terms of the two key indicators: total hotel rooms needing to be filled, and total budget resources available. The context for the City of Miami Beach alone, assuming $5 and $6 million budgets;!~ is also presented. The business characteristics of the GMCVB are then compared to averages and typical business practices for the collection of bureaus with budgets in excess of $10 million per year as provided by the IACVB survey. Finally, the GMCVB is compared with seven comparable destinations. The seven destinations to be studied in this benchmarking task were identified through interviews conducted in the first phase of the project in Miami and Miami Beach. Questions were asked, which reflected the criteria for inclusion, such as: What are the peer destinations? Which locations compete with Miami and Miami Beach? which ' bureaus have to deal with similar markets or similar issues as the GMCVB? The result of .~_..N_ol.c_:_...&tl~r_.n_ga_j.!~_t.)_u_L$_3_3.0_=000 in mandated supp_;~_~l._fgr oOcr p_r~g_ra_~_n_.%_.t_lk~ GM_CVB considers its base year budget of $5.0 million to be worth $4.67 million in ftmding for Bureau aclivities. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-I this line of open-ended questioning produced the following list of major destinations and CVBs. The consulting team contacted all seven of these bureaus to collect benchmarking information. They are: · Atlanta, · Dallas, · Los Angeles, · New Orleans, · Orlando/Orange County, · San Diego, and · San Francisco. The Role of a Convention and Visitors Bureau Throughout the US and around the world the economic benefits of tourism are being recognized as a catalyst for revitalizing or enhancing the business climates of destinations. Tourism expenditures enable cities to build, protect and preserve their communities while providing amenities for residents. To achieve these benefits, cities, counties and regions form destination management and marketing organizations most frequently known in the U.S. as convention and visitor bureaus (CVBs). First begun in Detroit in 1914, CVBs have grown and expanded to meet the demand for more sophisticated marketing to attract increasing numbers of business and leisure visitors to their communities. To meet the increasing competition, CVBs have gotten larger and more regional in their approach, i.e.: · To encompass a more diversified tourism product to attract a more diversified market. · A more diversified tourism product creates critical mass of varied attractions: - Visitors rarely travel for a single component such as a particular hotel, restaurant, or attraction. Only by joining together to create a critical mass that can develop an image can a destination be successful. Even a powerful magnet such as Disney World would not be able to achieve acceptable sales without the surrounding support services in the Orlando region. The additional area attractions make Disney a weeklong vacation that attracts repeat vacationers rather than a 3-day visit. · To generate a larger budget and greater resources to market to a wider audience. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-2 · To produce greater returns on investment for communities, non-profit organizations and businesses. Sample marketing and promotion activities of a modem CVB include: · Actively promote leisure visitation via advertising, direct mail, trade and consumer shows and cooperative promotions. · Creation of special interest niche promotions such as boutique hotels, gay/lesbian, antiques, art galleries and museums, architecture, garden tours, shopping, history and heritage, sports, golf and recreation. · Actively solicit meetings and conventions, trade shows, reunions, special events, sporting activities, etc. via trade shows, advertising, telemarketing, sales missions, direct sales, direct mail, familiarization (FAM) tours, specialty promotions, bid presentations, and membership/attendance at industry events. · Actively solicit motorcoach tour operators via industry trade shows, advertising, hosting familiarization tours, special promotions, NTA, ABA, OMCA, etc. · Work with domestic and international tour operators to develop independent travel (FIT) and group tour packages. · Conduct an active public relations program to promote the image and attractions of the destination via press kits, press releases, maintenance of slide files, solicitation of journalists for familiarization tours, sales missions to targeted media outlets, etc. · Develop and maintain an interactive web site as a marketing tool for information and promotion, including links to all participating communities. · Produce a Visitor Guide that includes attractions, festivals and events, cultural and recreational opportunities, lodging, shopping, dining, transportation/ accessibility, community overviews and heritage and historical information. · Produce a Destination Planner Guide for the group market that includes details on accommodations, properties with lodging, meeting space and amenities specifications; public assembly facilities; special event venues such as park facilities; and businesses which service the group market such as florists, printers, and transportation. · Produce a Calendar of Events promoting fairs, festivals, cultural activities, and seasonal events. Sample services a CVB provides include: Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-3 · Provide meeting/event planner services, i.e. site inspections, registration services for meetings, housing bureau, and coordination of local services such as transportation, official welcomes and entertainment. · Manage a professionally staffed business office during business hours Monday- Friday year round. · Manage a professionally staffed Visitor Information Center(s) 7 days/week, year round including call center and visitor inquiry response via mail, fax, and email. · Communicate with area communities and businesses re: upcoming events for cross-promotional opportunities for residents and visitors. · Provide business leads to area lodging properties, public assembly facilities, special event venues and businesses that provide services for groups. · Bids/proposal preparation for solicitable multi-property meetings and events · Attendance building assistance for meetings, welcome packets for delegates · Meeting planner site inspections for prospective groups. Sample CVB activities for tourism infrastructure development include: · Evaluation of missing elements of the visitor attraction and services package. · Advocacy for supplying those missing elements (i.e. hotels, age specific attractions, transportation mechanisms, etc.) · Development of "soft" products, i.e. walking tours, driving tours, special interest packages, etc. It is important to note that destination marketing requires a very integrated approach. Different business segments such as convention and leisure should be coordinated to reinforce each other; marketing cannot be separated from service provision; and marketing components should not be separated (i.e. consumer advertising from trade show promotion, etc.) in order to maximize effective and efficient use of available funds. Key Comparable CVBs by Size of Budget and Room Count A reasonable tourism effort affords a destination the marketing resources necessary to attract visitors and to be competitive in the marketplace. Four different mechanisms were evaluated to identify the competitive peer groups for the City of Miami Beach and for Greater Miami. Note that while these comparisons are ways of evaluating the adequacy ofresoumes bureaus have to do their jobs, they are not performance measurements per se. Methods of measuring performance are discussed and presented in Section V. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV4 1. Evaluating the competitive budgets of comparably sized CVBs to determine "how loud" the bureau's voice would be in the marketplace. 2. Comparing average budgets of CVBs nationally with similar room counts. 3. Comparing U.S. CVBs with similar room counts to determine the average spending per room. 4. Comparing the range of spending per hotel room in bureaus with comparable room counts in Florida. In order to determine "how loud" a destination's voice would be in the marketplace, in Table IV-I, the largest budget destination U.S. bureaus are identified. Table IV-I: Comparable Budgets of Large CVBs Millions Orlando/Orange County $33.9 Los Angeles $28.5 Kissimmee/St. Cloud $21.8 Miami 99-00 actual $18.5 Atlanta $18.2 San Diego $17.8 Dallas $16.1 San Francisco $15.8 Note: Las Vegas is omitted because its budget includes convention center operations and exceeds $150 million. Source: 2001 IACVB Foundation Survey, used with permission from individual CVBs. This data demonstrates that in terms of total resources Greater Miami is holding its own among premier destination competitors. If the City of Miami Beach were to fund its own convention and visitor bureau with the dollars it currently contributes to the regional CVB effort, its competitors by size of budget would be those presented in Table IV-2. Two rankings for Miami Beach are shown: one assuming $5 million in resort tax proceeds alone is used to fund the City's tourism promotion effort; and another at $6 million assuming the City were able to leverage a 20 percent larger budget through cooperation with private partners. Note that the City also funds the VCA, arts programs, and other programs that benefit tourists and conventioneers. Table IV-2: Competitors in the CVB Budget Size $4-7 Million Millions Seattle/King County $6-7 Charlotte $6-7 Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-5 Palm Beach County $6-7 Milwaukee $6-7 Anchorage $6-7 Tampa $6-7 Branson Lakes $6-7 Miami Beach (with 20% leverage) $6.0 Portland OR $5-6 Albuquerque $5~6 Cincinnati $5-6 Columbus OH $5-6 Louisville/Jefferson County KY $5-6 Austin $5-6 Irving TX $5-6 Scottsdale $5-6 Miami Beach (public funds alone) $$.0 Tucson $4-5 Fort Worth $4-5 South Walton, FL $4-5 Birmin[,,ham $4-5 Source: 2001 IACVB Foundation Survey. Were the City of Miami Beach to pull out of the Greater Miami CVB, using the same dollars to fund their own effort, Miami Beach would be competing with a peer group of destinations that have much less cachet, and their voice in the marketplace would be much less audible. If the loss of City of Miami Beach dollars were not recouped from other sources, Greater Miami would similarly drop in its ability to get its message out to prospective visitors. The point is that the Greater Miami area has a larger presence in the national and international marketplaces when the resources of the City and the rest of the region are combined. The primary indicator of the size of the job a CVB has to do is the number of hotel rooms in the bureau's jurisdiction that need to be filled on an ongoing basis. As can be seen in Table IV-3, the Greater Miami metropolitan area has a hotel room inventory similar in scale to such other major metro areas as San Diego, Phoenix, and Dallas. In contrast, the City of Miami Beach alone is in the same league as Tampa, Albuquerque, and Austin. Table IV-3: Comparing CVBs Nationally by Similar Room Count Destination Sleeping Room Count Los Angeles 110,140 Orlando/Orange County 102,412 Atlanta 88,000 Chical~o 81,000 Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-6 Washington, DC 64,935 Phoenix 51,000 San Diego 50,784 Miami 99-00 actual 49,000 Dallas 47,834 Salt Lake City 37,458 Denver 36,019 Detroit 33,469 San Francisco 33,000 Nashville 31,000 Kissimmee/St. Cloud 26,434 Philadelphia 25,016 Kansas City, MO 24,225 Cincinnati 22,879 Branson Lakes 22,500 Boston 21,700 Austin 21,198 Tampa 18,984 City of Miami Beach 18,500 Albuquerque 17,000 Tucson 15,350 Palm Beach County 15,293 Louisville/Jefferson 14,031 Count~ KY Source: 2001 lACVB Foundation Survey. The fourth indicator of CVB comparability is spending per room, calculated by the consulting team by dividing the total CVB budget reported in the IACVB 2001 Survey by the room count at the time. Destinations with fewer than 10,000 rooms were excluded from the analysis, as well as Los Angeles with over 110,000 rooms (for which a significant number do not relate to the tourism market in the greater Los Angeles metropolitan area). The budgets of individual bureaus have not been reported to preserve the confidentiality of the IACVB survey. The result is presented in Table IV-4. Table I¥-4: Comparison by the Spending Per Room for U.S. CVBs with Approximately 10,000 to 100,000 Hotel Rooms to Fill Destination Spending Per Room Kissimmee/St. Cloud $824 Baltimore $534 Boston $533 Irving TX $514 Milwaukee $492 San Francisco $478 Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-7 Palm Beach County $430 Fort Worth $413 Louisville/Jefferson Co., KY $401 Detroit $396 Scottsdale $387 Miami 99-00 actual $377 Philadelphia $367 San Diego $350 Albuquerque $335 Dallas $337 Orlando/Orange County $331 Tampa $326 Miami Beach (with 20% leverage) $324 Tucson $313 Kansas City, MO $296 Birmingham $294 Nashville $286 Miami Beach (public funds alone) $270 Branson Lakes $267 Austin $265 Minneapolis $263 Cincinnati $247 Portland OR $236 Charlotte $240 Seattle/King County $238 Salt Lake City $226 Atlanta $206 Denver $201 Phoenix $200 Washington, DC $145 Chical~o $130 Source: 2001 IACVB Foundation CVB Financial Survey; Tourism Development Associates 2003. Kissimmee/St. Cloud is somewhat of an aberration due to the influence of Disney, creating a budget disproportionately large compared to the number of hotel rooms in the immediate vicinity. At $377 per room, the Greater Miami CVB has been spending more to promote all hotel rooms in the region, including those in Miami Beach, than $5 million or $6 million budgets would be able to produce for the City of Miami Beach alone. It is important to note that no value judgment is attached to these numbers. There are many factors that influence how much a destination might spend on attracting visitors; i.e. value of tourism to the local economy, attractiveness of the destination, number of markets in which a destination promotes, relative expense of those media markets, competitive destinations, etc. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page 1V-8 Table IV-5 presents a similar analysis for just the CVBs from Florida that participated in the IACVB survey. Table IV-5: Comparing The Range Of Spending Per Hotel Room In Bureaus In Florida Destination Sleeping Room Budget Spending Per Count Room Kissimmee/St. Cloud South Walton, FL Palm Beach County Miami 99-00 actual Orlando/Orange County Tampa Miami Beach(wt 2o%) Miami Beach(public funds) 26,434 $21,780,000 $824 7,785 $4,500,000 $578 15,293 $6,580,000 $430 49,000 $18,497,000 $377 102,412 $33,921,000 $331 18,984 $6,180,000 $326 18,500 $6,000,000 $324 18,500 $5,000,000 $270 Source: 2001 IACVB Foundation CVB Financial Survey Tourism Development Associates 2003 Profiling the Greater Miami Convention and Visitors Bureau In a comparative analysis of the Greater Miami Convention and Visitors Bureau vis a vis other large convention and visitor bureaus with budgets in excess of $10 million annually, the following charts are presented for data comparable to that collected in the 2001 IACVB industry survey. The consultant team also reviewed the similar data for prior years that had been collected for the 1999 Blue Ribbon Committee. · Organization Profile · Accounting Treatment and Policies · Funding · Line Item Expenses Table IV-6: Organization Profile CVBs with Budgets $10,000,000 and Higher Organization Structure Independent 501 (c) (6) City agency Count), a~enc), Count of Percent or Greater Miami CVBs Number CVB Surveyed in 1999-00 12 66.7% yes 2 11.1% n~o 4 22.2% n__~o Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-9 Number of Years in Operation (median) Ending Month of Fiscal Year June September December Total Gross Revenue for Recent Fiscal Year Board of Directors (median) Number of Voting Board Members Number of Individuals on Executive Committee Bylaws Specify the Composition of Board Number of Employees on Staff (Median) Full Time Regularly Scheduled Part-Time Full-Time Equivalent Employees Part-Time On-call Staff Employees Out-Of-Town/Satellite Offices Have Out of Town Offices Washington, D.C. Chicago London Germany New York Los Angeles Mexico Tokyo Other 18 16 15 17 13 11 19 15 19 14 16 15 11 7 43 47.4% 15.8% 36.8% $27,047,602 ($17,691,000 excluding Las Vegas) 32 9 64.7% 73.0 10.0 81.5 142.5 84.2% 18 no yes n._qo $18,497,000 72 22 Yes; modified by interlocal agreements 68 0 64* yes yes n(._2 In-market rep only yes ye~ n~o In-market rep only n_9_o In-market rep only Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-10 Have Additional Corporations 5 Membership Have members 27.8% Visitor Industry Human Resources Council 14 73.7% yes Number of members 14 1,331 1,100 % of Members Represented by: Lodging 14 19.5% 20.4% Restaurants 14 17.4% 8.5% Retail 14 7.2% 5.0% Convention Services/Suppliers 14 27.4% 28.8% Other 13 30.7% 37.3 % * FTE is lower than Full-Time due to unfilled positions. Source: IACVB 2001 Used with permission. As can be seen in Table IV-6, the Greater Miami Bureau is typical of other large bureaus in its organizational structure as a 501 (c)(6), its size of total budget (within five percent of the average for this group if Las Vegas is excluded), and its number of members (at about 17 percent below the average). Table IV-7 presents accounting policies of large bureaus and those of the Greater Miami Bureau. The Greater Miami Bureau follows accounting practices that are consistent with those of the majority of other large bureaus in the U.S. Table IV-7: Accounting Treatment and Policies CVBs with Budgets Higher than $10,000,000 Number of Average Greater Respondents Miami CVB Treatment of Membership Dues Monthly Financials Cash 3 21.4% n~o I Accrual 11 78.6% yes Year-End Internal Management Financials Cash 3 21.4% no I Accrual 11 78.6% yes Year End Audit Financials Cash 2 14.3% nt._2 Accrual 12 85.7% yes Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-11 Reserve Policy Have a Formal Reserve Policy Reserve Policy Tied to: Cash Total Budget Net Asset/Fund Balance Combination Other Designated Reserve Amount (%) Financial Record-Keeping Have an Annual Audit Done by National Firm Done by Local Firm Internal Accounting is Outsourced Contributed (Non-cash) Services Track Contributed Services 19 100% yes 9 47.4% yes 10 52.6% n~o 0 0.0% no 12 75% yes Internally reported Book Foomote Neither Externally Reported: Book Foomote Neither 6 50% yes 3 25% n~o 3 25% n~o 8 66.7% yes 3 25.0% n__qo 1 8.3% n~o Event Revenue and Expense Internal and External Net Rev-Exp/event Gross-Rev + Exp separately Printed Collateral Material Charge to One Department Allocate to Multiple Depts Charged Monthly Charged Year-End Charged Other Use Outside Publisher Publisher Rev/Exp Net Publisher Rev/Exp Gross 2 11.8% no 15 88.2% yes 11 57.9% yes 8 42.1% 7 87.5% yes 0 0 n~o 1 12.5% no 17 89.5% yes 4 33.3% yes 8 66.7% n_9_o Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page 1V-12 11 61.1% yes 2 16.7% n__qo 3 25.0% n_9_o 2 16.7% no 4 33.3% n~o 1 8.3% yes 6 17.0% 16.7% $900,000 Hotel Rooms Within Primary Funding City/County 19 37,596 49,000 Special Tax Rate for Restaurant Dining 2 1% 2% Source: L4CVB 2001 Used with permission, and GMCVB. Table 1V-8 presents typical funding patterns for large bureaus, along with that for Greater Miami. It was suggested in an interview conducted by the ERA team at the outset of the study that a CVB should raise all its funds privately. This is not the model in use either in the U.S. or internationally. Most CVBs are a true public-private partnership and rely on a combination of public and private funds for their operations. In CVBs with budgets over $10,000,000, 95% receive room tax and 74% receive membership dues. For these large bureaus, public funding as a percent of the budget ranged from a low of 49% to a high of 100% with the median being 76% (half below/half above). The Greater Miami CVB was at 82% for the comparable year. Table IV-8: Funding for CVBs with Budgets of $10,000,000 and Higher Funding Sources Total Public Sources Funding Percent of Total Funding Total Private Sources Funding Percent of Total Funding Number of Average Greater Respondents Miami CVB 19 $18,741,504 $15,237,181 19 72%* 82% 19 $6,446,467 $3,260,377 19 28% 18% Total Funding 19 $25,187,972 $18,497,558 Funding from Public Sources Room Tax: Number Who Receive 18 Percent Who Receive 94.7% Average Amount Rec'd $17,958,006 yes $11,297,452 Resort Tax Restaurant Tax: Number Who Receive Percent Who Receive Average Amount Rec'd General City Tax Number Who Receive Percent Who Receive Average Amount Rec'd 2 10.5% $2,080,492 l 5.3% $6,043,325 yes $3,939,729 no Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-13 Other Primary City/County Funding Number Who Receive Percent Who Receive Average Amount Rec'd Secondary City Funding Number Who Receive Percent Who Receive Average Amount Rec'd Other Public Funding Number Who Receive Percent Who Receive Average Amount Rec'd Funding From Private Sources Membership Dues Number Who Receive Percent Who Receive Average Amount Received Print Advertising Number Who Receive Percent who Receive Average Amount Rec'd Web Site Advertising/Links Number who Receive Percent Who Receive Average Amount Rec'd Cooperative Advertising Number Who Receive Percent Who Receive Average Amount Rec'd Promotional Participation Number Who Receive Percent who Receive Average Amount Rec'd Event Hosting Number Who Receive Percent Who Receive Average Amount Rec'd 1 5.3% $250,000 2 10.5% $3,306,666 11 57.9% $1,434,257 14 73.7% $1,338,424 12 63.2% $820,843 7 36.8% $197,904 8 41.1% $1,471,633 14 73.7% $521,259 10 52.6% $369,559 ~n_o_ n__q yes yes $1,138,223 yes Yes yes $570,935 yes $440,087 no Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-14 Publication Sales Number Who Receive Percent Who Receive Average Amount Rec'd Merchandise Sales Number Who Receive Percent Who Receive Average Amount Rec'd E-Commerce Merchandise Sales Number Who Receive Percent Who Receive Average Amount Rec'd Ticket Sales Number Who Receive Percent Who Receive Average Amount Rec'd Service Fees Number Who Receive Percent Who Receive Average Amount Rec'd Convention Registration Number Who Receive Percent Who Receive Average Amount Rec'd Registrar Assistance Number Who Receive Percent Who Receive Average Amount Rec'd Convention Services Number Who Receive Percent Who Receive Average Amount Rec'd Building Revenue Number Who Receive Percent Who Receive Average Amount Rec'd 5 26.3% $29,284 5 26.3% $43,002 1 5.3% $72,255 4 21.1% $1,051,675 10 52.6% $330,116 6 31.6% $407,755 7 36.8% $673,363 5 26.3% $116,443 5 26.3% $5,939,846 no planned no no no yes $285,345 no no no Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-15 Contributed (Non-Cash) Services Number Who Receive Percent Who Receive Average Amount Rec'd Interest and Other Number Who Receive Percent Who Receive Average Amount Rec'd ** 8 yes 42.1% $1,408,138 $658,233 18 yes 94.7% $727,503 $167,554 ~.Note: of 19 CVBs with funding over $10 million, the median was 76% with the range from 49%-100%_. comparable with the $167,500 GMCVB statistic. Source: L~CVB 2001 Used with permission, and GMCI/B. Table IV-9 presents a comparison of the typical use of bureau budgets. The Greater Miami CVB spends proportionately less on personnel and more on direct promotion than the average for large bureaus. Table IV-9: Line Item Expenses CVBs with Budgets of $10,000,000 and Higher Personnel Costs Total Personnel Costs (%) Total Personnel Costs ($) Direct Promotion Total Direct Promotion (%) Total Direct Promotion ($) Other Expenses Total Other Expenses (%) Total Other Expenses ($) Number of Average Greater Respondents Miami CVB 17 18 31.6% 26.6% $6,151,581 $4,908,094 17 18 50.8% 54.3% $10,476,335 $10,019,320 17 18 15.8% 19.1%* $2,767,390 $3,530,917 Total Line Item Expenses (%) 17 Total Line Item Expenses ($) 18 * Note: Other expenses included interlocals and allowances for bad debt. Source: 121CVB 2001 Used with permission, and GMCVB. 100.0% 100.0% $19,735,699 18,458,331 Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-16 Greater Miami Compared with Seven Major Destinations In addition to benchmarking the GMCVB against statistical averages of large bureaus, the ERA/TDA team has also compared the GMCVB with seven other bureaus with one or more comparable or competitive characteristics with the Greater Miami area. Table IV-10 presents a summary of the organization and structure of each CVB. The GMCVB is a relatively young bureau, runs with a relatively lean staff, and has a relatively large board, but is otherwise in the mid range of this set of peer CVBs. Table IV-10 ORGANIZATION AND STRUCTURE Orlando/ Greater Los New Orange San Miami Atlanta Dallas Angeles Orleans Co. San Diego Francisco Organization Structure 501(c)(6) 501(c)(6) 501(e)(6) 501(c)(6) 501(c)(6) 501(c)(6) 501(c)(6) 501(c)(6) Years in Operation 18 88 44 24 36 17 47 92 Total Gross Revenue (Mil) $18.5 $13.3 $14.4 $28.6 $10.9 $33.9 $17,8 $15.8 Board of Directors No. Voting Board Members 72 95 33 30 16 26 39 54 No, Individuals on Exec. Crate 22 27 12 9 8 1 I Bylaws Specify Composition Yes i No Yes No No Yes Yes bio No. Employees on Staff Full-Time 68 78 86 100 78 142 97 73 FTE 642 84 87 I10 79 154.5 99 81.5 Satellite Offices Yes Yes Yes Yes Yes Yes Yes Yes Additional Corporations Yes 3 Yes No No Yes No No No Membership No. Members 1,100 1,500 1,055 2,400 1,280 1,523 1,708 2,085 1 lnterlocal agreements have added Board members. 2 FTE is less than Full-Time due to unfilled positions. 3 Visitor lndusay Human Resources Council. Source: L4 CVB 2001; with permission and interviews with individual bureaus, and FY 1999-OO for GMCVB. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-17 In all of the CVBs examined, the majority of funding comes from public sources (see Table IV-Il). By the accounting presented below, the GMCVB is at the bottom of the peer group in terms of private participation. Accounting for private funding, however, is complicated by the fact that some private participation in tourism promotion activities takes the form of in-kind services or is provided through parmership agreements. Table IV-11 COMPARISON OF PUBLIC AND PRIVATE FUNDING Orlando/ Greater Los New Orange San Miami Atlanta Dallas Angeles Orleans Co. San Diego Francisco Public Funding Room Tax 65% 74% 53% 67% 56% 75% 54% Restaurant Tax 12% Other Public Funding 0% 2% 1% 2% Total Public Funding 82% 65% 74% 53% 81% 56% 76% 56% Total Public Funding ($) $15.2 $8.7 $12.0 $15.2 $8.9 $19.0 $13.6 $8.8 Private Funding Total Private 18% 35% 26% 47% 19% 44% 24% 44% Total Private Funding ($) $3.3 $4.6 $4. I $13.4 $2.1 $14.9 $4.2 $6.9 Total Fundin~ $18.5 $13.3 $16.1 $28.6 $11.0 $33.9 $17.8 $15.7 Source: lA CVB 2001; with permission and interviews with individual bureaus, and FY 1999-OO for GMCVB. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-18 In looking at where the money gets spent in Table IV-12, the GMCVB has one of the highest percentages devoted to direct promotion, and has the lowest percentage spent on payroll (which is consistent with the finding that the GMCVB has one of the smallest staff sizes). Table IV-12 COMPARISON OF EXPENSES (Dollar Amounts in $ Millions) Orlando/ Greater Los New Orange San Miami Atlanta Dallas Angeles Orleans Co. San Diego Francisco Subtotal Payroll and Related Total Payroll Costs (%) 27% 40% Total Payroll Costs $4.9 $5.3 Direct Promotion Total Direct Promotion (%) 54% 45% Total Direct Promotion $10.0 $6.0 Other Expenses Other (%) 19% 15% Other Expenses $3.5 $2.0 Total Expenses $18.5 $13.2 38% 23% 54% 28% 35% 40% $6.5 $6.5 $5.1 $9.3 $6.2 $6.3 42% 53% 28% 64% 51% 44% $7.2 $15.1 $2.7 $20.9 $9.0 $6.8 20% 13% 18% 8% 14% 16% $3.4 $3.8 $1.7 $2.6 $2.5 $2.5 $17.0 $28.5 $9.5 $32.8 $17.7 $15.6 Source: 1,4CVB 2001; with permission and interviews with individual bureaus, and FY 1999-OO for GMCVB. Structural Assessment of the GMCVB Comparison of GMCVB with Other Bureaus ERA Project No. 14932 Page IV-19 SECTION V: ANALYSIS OF ISSUES Introduction A number of issues and questions were raised by the City of Miami Beach in their Request for Proposals from consultants to assess the structure of the Greater Miami Convention and Visitors Bureau and its relationship to the City. Additional issues and questions were raised during the stakeholder interviews conducted by the ERA/TDA consulting team. This section of the report presents an analysis of issues. The goal of this study is to review and assess structural issues, and to recommend the optimal structure for promoting Miami Beach's most important industry, tourism and convention business. Part of the review tasks require an understanding of the market context for Miami Beach and Greater Miami, but this study is not a market assessment. * The assessment of structural issues involves some investigations similar to those required for an audit of the Bureau, but this study is not a Bureau audit. · Some forward-looking recommendations from this study address long mn strategic issues, but this is not a strategic plan. A market assessment was prepared by the ERA/TDA team under a separate contract with the GMCVB and is submitted under separate cover. The Bureau is also funding preparation of a Strategic Plan that is ongoing at this time. The issues analyzed below are interrelated. An attempt has been made to organize the discussion starting with the most general issues, and become more specific after covering basic groundwork. However, the ordering of issues is somewhat arbitrary and does not necessarily imply priority or importance. For each issue below, findings of the consultant team from our interviews and research are first presented, followed by a general discussion that further defines the issue and describes considerations. Recommendations from the consultant team are then presented. The most important findings and recommendations have been summarized at the end of the section (and repeated in the Executive Summary in Section I). Perhaps the most general issue of all is why a community should seek to promote a tourism industry in the first place. Analysis of this fundamental but basic issue has been moved to Appendix A, for those seeking further understanding of how the tourism industry works. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-1 Issue: If No Marketing Structure Existed in the Region~ What Would be the Optimal Model? Findings The question is being asked, if we had it all to do over again (i.e., if we had no marketing and promotion CVB in place) would we structure an optimal marketing program the same way? Discussion Absent any existing institutions or organizational structures, the City of Miami Beach could market and promote their city and beaches to visitors through a variety of mechanisms: o Marketing could be left entirely to the private sector, with hotels, commercial attractions and other visitor serving businesses each marketing their own businesses. Public resort tax proceeds could be used entirely to provide municipal services to visitors. The City could form a municipal depa, hnent to conduct marketing and promotion, funded by a portion of the resort tax. The City could issue an RFP and hire an advertising firm. The City could form a public/private partnership including businesses within the City limits to jointly promote the features of Miami Beach. The City could join with other governmental entities in the area that stand to benefit from enhanced visitation to form a special purpose regional governmental agency. The City could join with other governmental entities and businesses in the area to form a region-wide public/private partnership to conduct marketing and promotion. (This is the regional CVB model.) In most of these instances, the City could contract with either profit-making or not-for-profit businesses to conduct advertising, promotion, and other marketing activities. Leaving all marketing entirely to individual private businesses, as suggested in No. 1 above, would render the destination uncompetitive in the national marketplace against more organized destinations (e.g., Orlando, New Orleans, etc.). Having the City form a municipal division or department to undertake some tourism industry development functions as suggested in No. 2 above is recommended below by the consultants, but only as a supplement to other regional marketing and promotion efforts. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-2 Advertising is one of the functions employed by a full service Bureau when marketing for both leisure and convention visitors, and is generally provided by recruitment and retention of a separate advertising fa-re. An alternative marketing model for the City mentioned as No. 3 above would be to solicit and directly retain an advertising fn-m to promote Miami Beach. Advertising is only one of many required marketing functions, however, and a contract with an advertising firm would have to be augmented by substantial investment by the City in other outside vendors or in-house capabilities to perform additional necessary services such as: provide business leads to lodging properties; coordinate the local business community to prepare bids/proposals for multi- property meetings and events; conduct meeting planner site inspections for prospective groups; staff a visitor information center; conduct familiarization tours; create special interest niche promotions; synergistically coordinate marketing efforts with those of other industry elements within the region; conduct long range strategic planning; promote the tourism industry to the host community through education and special outreach programs; and a wide variety of other critical functions. The consultants do not recommend using an RFP process to hire an advertising firm, because such a firm would not be able to perform the full range of services needed. The optimal model is to form a public-private partnership of regional scope to perform these functions, including the use of an advertising firm. In most destinations convention and visitors bureaus have evolved as public-private partnerships, because such arrangements are in the interests of~he-both partners. Because I tourism is a highly competitive and fast moving business, methods for success are necessarily different than methods for success in the public sector. Governments must move deliberately and with great transparency, and thus tend to move relatively slowly. Successful competition precludes complete transparency and requires destinations to be flexible and fast moving in their marketing and promotion activities. For these reasons and many others, governments generally f'md it highly advantageous to have a private entity be their lead parmer in destination marketing (rather than forming a regional government entity as suggested in No. 5). Nonprofit status for this private entity makes it a more palatable recipient for public funding (see No. 7 above). At the same time, governments must recognize that they are dealing with a private entities and not governmental departments. An independent governing board of the promotion entity makes decisions and policies. There are also two fundamental forms of visitation to consider: · Leisure (often called "tourism" in the industxy), and · Convention. The vast majority of destinations combine marketing for the two functions, under the purview of a single entity. There are excellent reasons to have one organization do both pieces: Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-3 The marketing effort to promote a destination is synergistic and consistent with promoting to the planners who want to select destinations that are appealing to attendees. · There is no duplication of administration. · There is no duplication of effort that must take place to solicit meeting and event planners and service the individual attendees. In the specific case of the Greater Miami area, the "tourism product" for both conventions and leisure is integrated at a regional level with the airport, the convention center, commercial attractions, the natural environment (e.g., beaches), dining and accommodations all being necessary parts of the whole. Within this regional context, a regional public-private partnership will be more effective than an individual city effort as suggested in No. 4. The consultant team has also found in almost every interview with industry professionals that the Miami and Miami Beach tourism industry is supportive of a regional convention and visitor's bureau model. Optimal Model for Marketing Tourism. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities of interest (e.g., separate cities and/or major commercial attractions) band together to provide a marketing organization to attract leisure travelers into the area. Once tourists have been brought to the area, individual cities and commercial interests would then market to increase their own capture of the pool of tourists. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Optimal Model for Marketing Conventions. In today's highly competitive market, a national scale convention business requires a cohesive package that includes: large and high-quality meeting and exhibition facilities; one or more headquarters hotels; additional hotels with a willingness to "block" rooms; a major airport; smooth ground transportation between airport, hotels and the convention center; interesting offsite event venues; and casual dining and entertainment opportunities. The greater Miami convention package is spread among multiple political jurisdictions. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities and the businesses within them band together to provide a marketing organization to attract convention travelers into the area. Once a major convention has been brought to the area, individual hotels and their host communities would then submit bids and promote their features to increase their own capture of the pool of conventioneers. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Recommendations Although the consultant team considered other options for a structure for promotion of conventions and leisure tourism for Miami Beach, at a conceptual level there was no compelling reason to change from the current regional model. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-4 · The City should remain a key stakeholder in the Greater Miami Convention & Visitors Bureau. In addition, the City should develop and expand their individual community effort that works synergistically with the GMCVB. (The potential funding for such an effort is described in more detail below.) Issue: Identity and Brand - Miami Beach, Greater Miami, Miami and the Beaches~ South Florida Findings The ERAJTDA Team has found community identity to be an underlying issue related to this study. Miami Beach citizens see Miami Beach, and especially South Beach, as the reason that visitors come to Greater Miami and the defming image of the region. Regional residents are clearly aware of the difference between Miami, Miami Beach, Bal Harbour, Miami-Dade, etc. but it is common for people "at a distance" to confuse Miami Beach with Miami. Miami Beach residents would prefer to see the Miami Beach name used more prominently in the GMCVB's marketing efforts. Miami Beach has worked hard to grow its way out of the doldrums of the 1970s and 1980s, and wants to be recognized as a separate entity and to be recognized for the differences that make Miami Beach an attractive destination. It is understandable that Miami Beach residents with pride in their community would adopt this viewpoint. Discussion The issue as it relates to Miami Beach as a tourism destination, however, is more complex. Visitors rarely make a distinction between governmental jurisdictions. The greater distance a visitor is traveling, the more the brand name may change; from South Beach to Miami Beach to Miami to South Florida to Florida. International visitors may even say they are "going to the U.S" when they intend to vacation in Miami Beach. All of these names have brand value and the brand that should be used should change depending on the target market. The name that should be used is the one that research shows is the most effective in the market in which it is being used. (For example, a trade show in Berlin may have pictures of South Beach in Greater Miami information in a Florida section of the U.S sales area). It's important to understand that it doesn't have to be either Miami OR Miami Beach; it can be Miami AND Miami Beach. The true competition is the rest of the world beyond the Miami region. Because of its unique and memorable name and the lack of geographic awareness by visitors and prospective visitors, there will always be an assumption in the mind of many that Miami Beach is the "beach part" of Miami. Visitors looking for a restaurant are unaware of city lines. The confusion is built into the name. While local residents may be Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-5 intensely aware of the political boundaries between communities, the typical visitor is not aware, and frankly does not care. Although the image is typically Miami Beach, often more specifically South Beach, at the international and national scale the brand identity for the region is "Miami." Recommendations 1) Under the nationally and internationally recognized brand name of "Miami," join enthusiastically in the regional effort to make it as effective as possible in bringing visitors to the region. Miami Beach hotels, restaurants and attractions will then do their part in attracting them to Miami Beach and their sites. Just as these individual components compete fiercely with each other to attract the visitor to their restaurant, hotel, etc., they first join together with their regional competitors to bring the visitors to the area. Unless that regional effort is successful, they will have few visitors to compete for. Once a prospective visitor has made the decision to come to the Miami area, the City of Miami Beach and its businesses can compete against the others for the heart, soul and pocketbook of the visitor. 2) Once the visitor has set down his suitcase in the region, now the City of Miami Beach has the opportunity to offer the best beach, attractions, shopping, restaurants, clubs, museums and galleries, special events, sports, activities, as well as the prettiest, cleanest, and safest streets, the best wayfinding signage, the easiest transportation and parking. 3) Actively support and participate in the marketing promotional programs of the GMCVB to ensure that the City of Miami Beach is well represented. At the same time, recognize that promotion of attractions outside of the City of Miami Beach are an asset to the CMB by making the whole destination more attractive. 4) The City of Miami Beach can and should provide an umbrella to cross promote cultural activities, fairs, festivals, seasonal celebrations, filming and special events to residents, visitors and day-trippers. A wide variety of special events will have a promotional vehicle and clearinghouse in which to enhance their attendance and economic viability. Residents and visitors will have a comprehensive calendar of events featuring the multitude of activities available in the region. This will once again string together a "mass" of activities creating compelling reasons to visit or tour throughout the region. 5) The City of Miami Beach should focus energy on continually refreshing and renewing the destination of CMB with new attractions and new tourism infrastructure. This will keep Miami Beach a strong destination when the trend moves to the next hot spot. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-6 6) The citizens in the city of Miami Beach need to realize that at an international scale (representing roughly half their business), and in the majority of the national market as well, the brand identity for their destination is simply "Miami." Issue: Communication Between the Bureau and the City Between individuals or between organizations, poor communication can be a contributing cause of relationship problems, and improved communication can be part of the solution. Findings The ERA/TDA team has heard anecdotes during stakeholder interviews of communication problems that lead to misunderstandings between the City and the Bureau. At a grassroots level, there are Miami Beach citizens who do not appreciate the importance of the tourism industry to their economy, and do not appreciate the role of the Bureau in sustaining and enhancing the economic benefits of tourism. There is a lack of confidence by the City in the Bureau and a sense that the City is "not heard." At the same time, the Bureau is frustrated, feeling they make efforts to communicate and include the City in all committees and efforts, yet they are still misunderstood. In the process, the City has set itself somewhat apart from its major private tourism industry players, to the point that some now perceive the City as "playing politics" with their livelihood. Misunderstandings and misgivings between bureau and host city are not unique to Miami Beach and the GMCVB. This has been a reoccurring theme in the benchmarking research at one time or another in many locations. The need for a sales organization to respond flexibly to constantly changing marketing opportunities, and the need to spend heavily on entertainment and promotion is often viewed with skepticism or even suspicion by those in public service positions. This is one of the reasons why private, non-profit bureaus have evolved to be independent of municipal governments in the first place. On the other hand, the sales organizations need to remember that some of the funding for their activities comes from public tax dollars, even if the taxes are paid by visitors and not residents. Although some try to dismiss the difficulties between the GMCVB and the City as typical friction between a bureau and city government, the consultant team's in-depth interviews indicate that the real and perceived dysfunction between the GMCVB and the City of Miami Beach is significant, has worsened over time, and threatens to end the relationship between them. The critical issue is how to start from this point and create a more productive structure in which all parties win. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-7 Discussion The benchmarking research found a variety of models within the tourism industry for how communication issues are dealt with in other cities. Most bureaus have some form of Public Affairs or Community Relations Committee at the board level. As well as monitoring the effectiveness of staff community relations efforts, these key board members, sometimes augmented by members of the Executive Committee, will cultivate relationships with other business leaders and with members of the local legislative body to further understanding of the importance of bureau activities. A relevant example can be drawn from the experience in Los Angeles. At one time the bureau had close relationships with one or more members of the Los Angeles City Council. The bureau's interests were maintained directly by the communication between board members and individual city councilpersons, and mid-level staff of the bureau could maintain a routine public relations program. This informal structure depended on personalities and personal relationships at the board-council level. As the composition of the council changed over time, however, newer council members were less familiar with bureau objectives. Los Angeles found it had to create a much stronger structure at the staff level to ensure public relations were handled adequately, even as personalities changed within the structure. An executive position at the senior vice president level was created to oversee all public affairs activities. The bureau in San Francisco has also utilized this staff structure, placing community affairs at the executive level, and has enjoyed relatively good relations with its constituent communities of interest as a result. Recommendations The goal of the consultants in formulating recommendations for this issue is to create an optimal structure of positions and responsibilities that transcends the personalities who may happen to be in place within those positions at any given point in time, so that the effectiveness of communication at all levels will be maximized. Both the Bureau and the City need high-level staff to facilitate future communication. On the Bureau side, a new executive level position should be created with a title such as "Senior Vice President of Public Affairs" or of "Community Relations." Existing functions of membership, media relations, and other existing staff could be reorganized to report to this executive. This new division should be responsible for cultivating a positive view towards the tourism and convention industries among the residents of Greater Miami, maintaining and growing the Bureau's membership within the business community, and fostering relationships with the many governmental entities in the Greater Miami area, including the City of Miami Beach. These functions are currently diffused within divisions of the Bureau that are simultaneously pursuing multiple missions, and too much of the communication load has been pushed up to the CEO, who also has many other duties to attend to. Sta-uctural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-8 On the City side, until recently there has not been a senior level professional on staffwith a sole focus on the tourism industry. The City's attempt to foster communication by demanding more representation on the Board and Executive Committee has not completely solved the problem. Too much of the communication load has been pushed up to the City Manager, who has many other duties to attend to. The City has recently hired a tourism professional who should move into a position to be the City's "point person" in dealings not only with the Bureau, but with the Miami Beach tourism and convention industry in general. In a cooperative effort, the City of Miami Beach's designated tourism person should become a key part of the GMCVB team, from research, analysis, and planning sessions to implementation. This relationship should not be a "making a report" relationship, but rather a "let's figure out how to do this together" relationship. It's important for both parties to recognize that tourism is the lynchpin of the Miami Beach economy, not simply "an important part". Therefore, the success of the GMCVB is critical to the City of Miami Beach. Furthermore, it should not be surprising that the City of Miami Beach has become the most concerned and involved partner among the Greater Miami entities that support the GMCVB. Issue: Strategic Plan The Bureau's lack of a stakeholder approved Strategic Plan is a key contributor to communication problems. The Bureau has a printed and Board-approved Program of Work that outlines the marketing program, and this type of Program of Work is commonly used by many bureaus in lieu of a Strategic Plan. However, in the context of the current relationship, the GMCVB needs to have a Strategic Plan that includes: · Agreement on goals and objectives. · An awareness of market opportunities and constraints. · Administration/organization. · Product Development (While the Bureau may not budget specifically for product development, it is an important role for the Bureau to be a facilitator to encourage product development within its stakeholder communities.) · Marketing. · Community Relations. In spite of many efforts on the part of the Bureau to be responsive to requests for information from the City, the City has been frustrated by the tardiness of the Bureau's long-term strategic planning effort. Although the Strategic Plan is now underway, the City has been calling for such a plan for over four years in order to make clear directions and priorities that would allow the City to better envision common goals and be a better partner in working with the Bureau. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-9 General Issue: How Adequate is the Governance, Structure~ Processes and Overall Operations of the Greater Miami CVB? Discussion Having determined the GMCVB structure represents an optimal model for marketing the greater Miami area in concept, the next area of investigation is whether it performs in practice. To provide a basic context, the ERA/TDA consultant team conducted a benchmarking analysis in Section IV comparing the GMCVB with national averages for bureaus of its size, and also against seven specific peer bureaus. Additionally we identified and analyzed tourism issues that are specific to Miami Beach vis a vis the convention and visitors bureau. This general issue is so broad, however, that it is best addressed as the following series of sub-issues: Bureau Governance and Funding Issues, · Bureau Operations and Performance Measurement Issues, · Bureau Marketing Issues, · Research, · Advertising, and · Promotion. Issue: Bureau Governance The consultant team found in interviews that the Bureau needs to ensure that their governance structure is well understood in the community. It is as follows: · The bureau is a membership organization with over 1,000 private sector members. · Members elect the Board with the slate going out 60 days ahead of the annual meeting. · The Board Nominating Committee prepares the Board slate. (The City of Miami Beach provides a list of names for the Nominating Committee for its share of the slate.) Nominating Committee ensures proportionate representation. · The Immediate Past Chair of the Board chairs the Nominating Committee. · The Executive Committee appoints the Board Nominating Committee. If 10 pement of the membership disagrees with the Nominating Committee, then a ballot is taken. Disagreements are communicated via letter to the Board Secretary. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-10 ............. m ....... Nommatmg Committee selects the Executive Committee members (except for Committee Chairs). Committee Chairs are selected by the Board Chair and sit on the Executive Committee. The Bureau program of work and other issues are considered and debated by Committees and recommendations are made to the Board and Executive Committees for review and decisions. Discussion With 72 members, the GMCVB board of directors is more than double the average size of 32 for major bureaus, and with 22 members the Executive Committee is also more than double the average size of 9. The Atlanta bureau, which also serves a multi- jurisdictional metro area, is the extreme exception of the large bureaus with 95 board members and an executive committee of 27. While there may be good reasons to have a large board, reducing the size would bring it more in line with national norms and could improve efficiency. It is the responsibility of the Board of Directors to ensure: · That the organization maintains credibility and public trust, with specific credibility of the Bureau Chair, President and key staff. · That the governance structure fairly represents the stakeholders and operates in a manner that instills confidence in the organization. · That the organization has a clear mission, goals and objectives and an approved plan to achieve them. · That the organization is adequately funded. · That the organization operates in a professional manner and within industry norms. · That the organization achieves acceptable levels of success within the context of existing constraints and influences. · That the key executive effectively carries out the Board directives to achieve these responsibilities. It is the responsibility of the Bureau President to ensure core competencies and performance of key staff within the organization to achieve the overall organization mission, goals and objectives. Structural Assessment of the GMCVB Analysis oflssues ERA Project No. 14932 Page V-11 In the context of the last couple of contract renewals the City has required representation on the Bureau's Board and on the Executive Committee proportional to the amount of funding provided by Miami Beach. Representation should appropriately be a consistent part of the GMCVB bylaws rather than be subject to constant modification by individual contracts.! Despite representation, the City feels it has insufficient input in part because substantive work is done at the committee level, and at the full Board level only review and approval are discussed. The City has already taken steps to resolve this situation by hiring a tourism professional to participate with the staff and committees on a day-to-day working level. Minor Recommendation The Bureau board is relatively large. Reducing the size of the Board, or more importantly the Executive Committee, could possibly make Board participation more meaningful. More substantive recommendations on governance are intertwined with funding issues, and are presented below after the funding issue discussion. Issue: Overall Funding for Tourism Industry Needs Findings It is beyond the scope of this study to estimate the total fiscal impact of tourism and convention visitation on the City of Miami Beach. In interviews conducted by the consultants, however, it was mentioned that the $20 to $25 million in resort tax and hotel tax revenues generated within Miami Beach are totally consumed by the dual needs of providing funding for the Bureau and also for General Fund services provided to visitors. If one assumes that General Fund services have the highest priority, then t~he implication of such a situation as described to the consultants is that ~ r,_ ........ ~ t':.,~ ~ ~.-~ ....... ~ '~'~ tax ....... ~ ~ · ~:~:+~ ~ if any additional tourism Programs are to be funded at the City level, the funding would have to be deducted from funds flowing to the Bureau. Discussion In a classic tourism-based economic development strategy, the system should be self- funding. If each additional visitor is actually costing the City more money than it can afford, then the City should either reduce the quantity of visitors, or raise the price charged to visitors, or both. Raising the resort tax or the hotel tax could serve to accomplish both. On the other hand, careful analysis may demonstrate that the net fiscal J.._I?l_t)_t.~_$ha_~ tl!.c_,_()~I_~_v_~ byl~[5_x.y_e.r_s~ cl~._an~g_ed [9 s'.a3~.t_~at wha-[e-xe-r~i5 spe_c_i[~g_d_.iB eac!L~g!'eement with the City of Mimni Beach will take effect without need of further amendment to the bylaws, Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-12 h_eg_e_~[s__of ~_u. ri_s_~ exceed c9_s~ts, w_Ltb_£e_so_~_cgs_r_e__m.a_i__n_iug t_o_.~_.~d_t_ourisrn__d__e_v_e_lo_p_m__~e3~ and promotion efforts at the regional and City levels, as well as provide an adequate level of General Fund services. Recommendations 1. The City should conduct whatever analysis necessary to determine the fiscal impact of visitation on the City. 2. If such a study indicates it is warranted, the City should increase the taxes on the visitor industry in order to achieve a balance so that sufficient resources are available to provide services to visitors, and to continue the product development, advertising and promotion that are necessary to maintain the industry in the future. 3. If resources are fbund to be adequate at existing tax levels, then priorities will need to be set on distribnting $25+ million per year mnong General Fund, regional, and City level tourism development and promotion efforts. Issue: Bureau Funding Findings The Greater Miami Convention and Visitors Bureau funding consists of 82 percent from the public sector and 18 percent from the private sector. The comparable national averages are 72 pement and 28 percent respectively for large bureaus with budgets over $10 million. Approximately one-third of public funding (typically between 30 and 35 percent) is received from Miami Beach with the majority of the balance from Miami-Dade County. Great care is taken to ensure that participation on Boards, committees, and amount of advertising is allocated to Miami Beach proportionately. Discussion There is no specific budget that is "fight" for a regional marketing effort; it is a community decision, made in the context of other priorities. The GMCVB budget places it in the top tier of U.S. bureaus, those with budgets over $10 million. In determining the adequacy of the budget, stakeholders must recognize that competition between destinations is high-stakes, fierce and with variables constantly changing. A budget that may feel appropriate this year may feel inadequate next year if competitors dramatically increase their CVB budgets or improve their tourism products. A community may feel comfortable spending less than a competitor if its destination is easy to market because of its high appeal quotient; if its target markets have lower media costs; if it has proportionately fewer rooms to fill; if its "tourism package" has few weaknesses; if seasonality is minimal or if tourism is a smaller portion of the area economy. A community may want to spend more than a competitor if it has weaknesses in its tourism Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-13 package, it has large numbers of rooms to fill, it is severely impacted by seasonality, its target markets are diverse and have high media costs, or if tourism is critical to its economy. Part of the funding issue is the length of the contract. The CVB has suggested a ten-year contract so that it may plan for the future and commit to multi-year marketing programs. The City has preferred shorter-term contracts to ensure greater Bureau responsiveness. The most recent bi-annual contract renewal negotiations were coupled with a specific list of"targeted initiatives" identified by a Blue Ribbon Committee. The current contract outlining a million dollars for "targeted initiatives" has several implications. The Miami Beach tourism industry felt that it was the only way to get the Bureau to be responsive to their needs as identified in the Blue Ribbon Task Force. From all accounts it appears that there is agreement that the targeted initiatives are good directions for the Bureau to pursue. Notwithstanding that assessment, the consultants recommend that this approach be abandoned in future contracts for the following reasons: (a) (b) (c) Targeted initiatives should be identified at the staff research, committee, liaison as well as community level and put into the annual program of work. Targeted contributions essentially reduce the membership participation in the CVB by that amount. If targeted initiatives are not appropriate for the overall bureau effort but are determined to be of value to parts of the bureau service area, they can be negotiated separately for fees over and above the membership participation fee determined by formula. Targeted initiatives may change within a contract period, some becoming less important and other unidentified initiatives coming to the fore. Recommendations Funding Mechanism. A consistent and assured funding mechanism would improve performance of the existing working structure between the City and the Bureau, and reduce a source of historical contention. Historically, the City's financial participation in the Bureau has been negotiated every two years. This protracted program identification and negotiation process is not the most effective use of staff time or that of the business people in the industry who have participated in the process. The optimal structure would involve a formula based contribution coupled with a long-term agreement, providing greater consistency of funding, yet still fluctuating with macro-economic industry performance. The City would fund additional direct marketing initiatives, and address local needs from visitor-generated revenues. Governance. In the context of the last couple of contract renewals the City has negotiated increased representation on the Bureau's Board and on the Executive Committee. Miami Beach provides approximately one-third (ranging from 30 to 35 Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-14 percent) of funding from the public interlocal partners, and representation on the Board and key committees is proportional to this one-third financial support. Even so, the City feels their influence over Bureau direction is still insufficient. On the one hand, the Bureau cannot cede majority control of the Bureau to a minority parmer, for example functioning like a department of the City of Miami Beach, without alienating the other interlocal partners and the private contributors (both financial and in-kind) that are so essential to an effective national and international sales effort. On the other hand, Miami Beach also invests financially in the tourism industry by being the host to the majority of visitors (and bearing the General Fund cost impacts of visitation). The consultants recommend an implementation process to an optimal state would be to: 1) Agree to specific goals and objectives through a shared strategic planning process; 2) Establish a level of Bureau funding, reserving other portions of the $20+ million in visitor-generated funds for General Fund costs and local Miami Beach programs; 3) Set a long term automatic formula to provide that funding to the Bureau; 4) With influence in proportion to financial support participate enthusiastically in the Bureau governance process, but on a daily operating basis let the Bureau pursue its mission of marketing all of Greater Miami to the larger world; and 5) Establish a tourism industry development ftmction within the City to handle those initiatives that are of most interest at the local Miami Beach level. Issue: GMCVB Operations and Evaluation Findings The GMCVB is within the norm for major bureaus in terms of: · Organizational structure, · Accounting practices, · Use of satellite marketing offices, · Size of membership, and · Most other routine practices and features. Compared to other bureaus with budgets over $10 million the GMCVB: · Runs with a relatively lean staff (64 GMCVB FTEs vs 81.5 national average), · Spends proportionately less than the average large bureau on payroll (21.2 percent GMCVB budget vs. 31.6 percent national average), and · Spends more than the average large bureau on direct promotion (62.4 percent of GMCVB budget vs. 50.8 percent national average). Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-15 Annual financial audits are conducted by an independent national accounting firm to ensure that funds are managed responsibly. The GMCVB measures itself on industry standards for evaluation, which include both (a) efforts and (b) results. Efforts, which include identifying whether tasks outlined in the Program of Work, are performed, i.e. Xnumber of trade shows attended, Y number of fam trips conducted, etc. These efforts are evaluated at the committee level and reported to the Board. · Results, which include both convention results and leisure (also called tourism) results. Specific Issue: What are Appropriate Performance Measures for the Bureau? In general, CVBs use a variety of performance measures to measure their success. Internally, these performance measures are used to monitor the effectiveness of individual departments and the results of specific promotional efforts. CVBs are also increasingly required to report their performance to outside organizations, especially ones that provide funding or other support. However, it can be very difficult to measure the success of a CVB. First and most importantly, many factors can influence an area convention and tourist market, including fluctuations in the economy, national and international events, cultural trends, and competitiveness of the local tourism product. As a result, it is difficult to isolate the impact of CVB efforts and initiatives, and to determine their success. Due to regional differences, it is also difficult to compare the success of CVBs across geographic areas. Finally, many of the benefits of a CVB are difficult to measure. For example, it is often very difficult to determine the number of leisure visitors to an area, and to calculate their economic impact. The Intemational Association of Convention and Visitors Bureaus (IACVB) has led a multi-year effort to establish standard industry measurements that determine the effectiveness ofa CVB. Some proposed measures are still being debated, and some were just approved in October of 2003. While it is very difficult to compare between bureaus, a variety of statistics can be used to gauge a Bureau's success over time in its own market, and compared to its own stated goals. These statistics typically fall under the categories of 1) leisure market, and 2) convention market, and are discussed separately below. Following is a discussion regarding proposed equations that can be used to gauge the overall success of CVB efforts, and recommended practices. Leisure Market The impact of CVB efforts on leisure travel is significantly more difficult to quantify than convention travel. For instance, although the majority of GMCVB marketing and promotion dollars go toward leisure, it is difficult to measure the success of these efforts because of the difficulty of quantifying the total number of visitors to the area and Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-16 identifying what among the myriad factors that influence travel decisions made them choose Miami or Miami Beach for this trip. Typical statistics used to gauge the relative extent of leisure travel are listed below: Hotel tax revenues; Hotel occupancy rates; Hotel average daily rates; Estimated number of visitors; Attendance at visitor centers and other tourist destinations such as museums, monuments and festivals; Estimated visitor spending; Estimated visitor-related jobs; and Website visits. GMCVB provides comparative occupancy rates and average daily rates to their stakeholders. This information is obtained from Smith Travel research, an independent consultant. Convention Market The IACVB has formulated and just approved a set of standard industt~ definitions and recommended performance indicators for the convention industry. Once implemented nationwide, these efforts could help to improve understanding of CVB operations, and may eventually allow some comparisons between CVBs. The IACVB Convention Industry definitions are presented in Appendix B. Corresponding to the "efforts" and "results" distinction drawn above, the IACVB divides these statistics into two categories: activities and performance measurements. IACVB's definitions for the two categories are described below:2 Activity: A physical act in the convention sales process, e.g., attending a tradeshow, generating and sending a lead to a hotel, conducting a familiarization tour. Productivity Measurement: As an organizational tool, a metric that helps to define and quantify the efficiency, effectiveness and success of convention sales efforts. Implementation of this policy of metrics will yield actionable tools that the sales force and management can use for short- and long-term enhancement of the CVB's sales efforts. As an accountability measure, it functions as a means by which interested parties can determine the sales efforts' (and the CVB's) impact on resource investment. 2 IACVB Convention Sales Activity and Productivity Measurements, www.iacvb.org. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-17 The IACVB recommends "core" measurements for all CVBs, as well as "supplemental" measurements that can also be used to gauge performance. These measurements are listed below: Recommended Activity Measurements: · Number of bids · Number oftradeshows attended · Number of outside sales trips · Number of clients/potential clients visited · Number of direct mail campaigns · Number of familiarization tours · Number of participants (planners only) on familiarization tours · Number of client site inspections · Number of telephone call reports · Number oftelemarketing campaigns Recommended Productivity Measurements (Core): Leads · Number of Leads · Lead Room Nights (estimate) Bookings · Hotel Events · Number of Bookings · Booked Room Nights (estimate) · Booked Attendance (estimate) · Booked Attendee Spending (estimate) Citywide/Convention Center Events · Number of Confirmed Bookings · Booked Room Nights (estimate) · Booked Attendance (estimate) · Booked Attendee Spending (estimate) Number of Contracted Bookings · Booked Room Nights (estimate) · Booked Attendance (estimate) · Booked Attendee Spending (estimate) Lost Opportunities · Number of Lost Oppor~mities · Reason for Lost Opportunity · Lost Room Nights (estimate) · Lost Attendance (estimate) · Lost Attendee Spending (estimate) Cancellations · Number of Cancellations Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-18 · Reason for Cancellation · Cancelled Room Nights (estimate) · Cancelled Attendance (estimate) · Cancelled Attendee Spending (estimate) Number of Leads per Tradeshow attended by CVB sales staff Supplemental Productivity Measurements: · Number of Tentatives · Tentative Room Nights (estimated) Overall Performance Measurements The IACVB has proposed a formula to calculate CVB return on funding, presented in Figure V-1. While this sort of measurement may be generally indicative of performance of a CVB especially over time within its own market, as discussed previously, there are significant limitations to using this sort of quantitative measurement of success to compare different bureaus. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-19 Figure V-I IACVB TOTAL RETURN ON FUNDING CALCULATION Ratio Convention Return of Funding + Tourism Return on Funding Total Return on Funding Ratio Convention Promotion to Funding Convention Return on Promotion Convention Return on Funding Calculation Convention Promotion Exnendltore~ x Dollars Snent by Convention Visitors = Dollars Soent bv Convention Visitors Total Bureau Funding Convention Promotion Expenditures Total Bureau Funding Definition Indicates how efficient a bureau is at utilizing tax payer dollars in promoting its destination for conventions. Indicates how effective a bureau's promotional efforts are in attracting convention dollars to its community. dollars generated per dofiar of community funding. Tourism Return on Funding Ratio Tourism Promotion to Funding Calculation Tourism Promotion ExpendRures Total Bureau Funding Tourism Return on Promotion Dollars Spent by Leisure Vlsllors Tourism Promotion Expenditures Tourism Return on Funding Dollars Spent by Leisure Visitors Total Bureau Funding Definition Indicates how efficient a bureau is at utilizing tax payer dollars in promoting its destination for tourism. Indicates how effective a bureau's promotional efforts are in attracting tourism dollars to its community. Indicates the amount of tourism dollars generated per dollar of community funding. *Promotion to Funding Ratios: The higher the value, the more efficient the bureau is at spending taxpayer money for its intended puq~ose. *Return on Promotion Ratios: At a minimum, this value should equal I. Any value less than I indicates that a bureau's promotional efforts are ineffective. *Return on Funding Ratios: The higher the value, the more successful the bureau is at bringin8 dollars to its community. Source: IACVB Another measurement indicator of bureau success is private sector support both through discretionary membership dues and participation in cooperative marketing programs. Key tourism industry business support for the GMCVB demonstrates that the private sector believes the GMCVB produces results. In interviews conducted by the consultant team, verbal support for the GMCVB by the private sector was almost unanimous. However, it should also be pointed out that at 18 percent, the private funding for the GMCVB was among the lowest of the large bureaus in the IACVB survey. Most of the performance measurements discussed on the previous pages are currently in use by the GMCVB and set in conjunction with the industry. Trends are bein~ tracked by the GMCVB in resort tax revenues, hotel occupancy rates, hotel average daily rates, number of visitors website visits and membership dues. The GMCVB agrees with the IACVB that performance measures initially should be measures at~ainst itselt: Discussion and Recommendations Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-20 The ERA/TDA study has focused on addressing what we believe to be the critical issues that will determine the future structure of the CMB/GMCVB relationship. Can the GMCVB improve any of its specific practices and efforts? The answer is the same for any organization - "of course," and they should strive to do so. · Does the GMCVB operate its organization within industry standards? Yes. · Does the GMCVB operate within the norms for competitor bureaus? Yes. · Does the GMCVB conduct a professional marketing program? Yes. · Does the GMCVB achieve satisfactory bottom line results for ADR and occupancy? Yes, surpassing the Florida and national averages. · Does the GMCVB hold the trust and confidence of all its key stakeholders? No. Without changing this answer to "yes," objective and positive answers to the other questions take a backseat. The most basic responsibility of the GMCVB Board is to ensure that the organization is credible and that both the elected and appointed leaders hold the community trust. Issue: Marketing Destination marketing is a sophisticated and highly competitive win/lose business, but it is not a science; it uses science to improve its art. The science provides such foundations as good market research, identification and targeting of the most desirable customers, and understanding of macroeconomic trends. Even so, the art requires taking risks both creative and considered. When the risk is successful, the destination has succeeded. When the risk fails, it often is considered to be the fault of the CVB. Yet many factors outside the control of destination marketing organizations may have great impact, i.e. airlines, terrorism, public safety issues, hospitality service issues, increased numbers of rooms may temporarily lower occupancy rates, poor business management may make some businesses do poorly, competitor destinations may increase their product appeal or their marketing, etc. Both destination success and failure is collaborative. The CVB is only one component. Nevertheless, any CVB can and should be constantly challenged and challenge itself to improve. The success of the CVB is ultimately defined by the success of the destination. Research Findings Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-21 GMCVB contracts with a professional research firm and has good research, done to industry standards. The research data, derived from visitor intercept surveys and other sources, are made available to stakeholders. Markets (geographic, demographic and psychographic) are selected based on research. Additional research and analysis could provide ever more specific target markets, although at some point there are diminishing returns to further investment in research. Discussion and Recommendations All marketing must be customer driven, therefore all marketing must be research driven in order to understand the customer. Thus it follows that a CVB can never do enough research; the reality being there are limited resources to conduct it. The upcoming strategic plan should do an analysis of the existing research and in conjunction with the industry leaders, determine the types of research that is-are desired I and an acceptable rotation of different studies that can be supported by the research budget. Some research must be done on a regular basis while other studies may be done intermittently. As a part of the Market Assessment, the ERA/TDA team provided an auxiliary memo to the GMCVB recommending additional types of research that may be desirable, including conversion studies of advertising. Existing research indicates that the high value customer includes the conventioneer (higher expenditure); the cultural and heritage traveler (longer stay; higher expenditure), the international visitor (longer stay; higher expenditure) and the off-season traveler (lower ADR but a point of occupancy is more valuable to the community in the off season than the high season). GMCVB should provide research analysis assistance for interested stakeholders either through meetings or memos accompanying data. Advertising and Promotion · The Bureau does industry standard trade shows, cooperative promotions, has international representation, and builds long-term relationships with the travel trade. · The Bureau has helped land some outstanding business; i.e. two Pow Wows (US trade show for international tour operators) and two Super Bowls. · Cooperative advertising leverages about $6-7 million additional advertising per year. · CVB has an active public relations program and hosted 2200 travel writers last year. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-22 Issue: Appropriate Tourism Responsibility of the City of Miami Beach Apart from the Bureau The City of Miami Beach has a relatively high degree of community involvement in tourism issues, reflecting the importance the industry has in the community and also reflecting the volunteerism embodied in previous "Blue Ribbon" efforts. We believe this ongoing civic involvement can be focused in a positive direction with the addition of a specific tourism staff position within the City that can act as a liaison between city interests and the regional efforts of the Bureau. At the same time, this new position can manage the city-specific issues in the community. Although we recognize the universal truism that "there is never enough money", the City of Miami Beach is in a relatively good position with a def'med tourism taxing mechanism that generates substantial revenues to participate in a regional effort, a local effort, and support the necessary infrastructure. Invesmaent in developing and promoting the tourism industry has the potential to pay dividends, in the form of positive community economic impact, and increased tax revenues. In positioning Miami Beach within the region, there are several points of difference. The Miami Beach image is that of "the beach", specifically South Beach and all the lifestyle, ambiance and recreation that implies. This image clearly differentiates it from the rest of Greater Miami. The hot, trendy, hip image of the beach is currently in vogue and useful to the City but it is important to build a stronger foundation beneath that image for when it may no longer be as trendy. Positioning that incorporates the unique culture and heritage of the area, the Art Deco district and the South Florida beach lifestyle offer opportunities to build this foundation in a manner that (a) is authentic and (b) has long lasting appeal. This positioning of the City of Miami Beach is compatible with both the high value target customer desired by the community and the demographics and psychographics of the existing customer base. In the attraction of tourism and convention business to Miami Beach there are three major partners and many individual players: the City, the Bureau, and the operator of the convention center, SMG, are augmented by individual efforts of hotels, restaurants, transportation and service providers, etc. Even with an optimally structured regional bureau in place, there are still activities the City should take responsibility for. These include: · Product development The City of Miami Beach has recognized the importance of renewing and refreshing the Miami Beach tourism product, most specifically with their support for major new convention hotel product. While smaller accommodations properties may see this as the city supporting a competitor, in fact, the critically needed large properties make it possible for many more groups to come to Miami Beach during all Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-23 seasons of the year; bringing their economic impact to spread around the community and exposing many new visitors to the charms of the destination. Miami Beach tourism strengths are recreation, image, culture and heritage. The city should expand their product development effort to promote more attention to the culture and heritage aspects of the destination because they attract the same high value customer demographic that currently comes to Miami Beach. That demographic has been demonstrated to be slightly older, more educated, higher I household income, visitors who stay longer, and spend more. Additionally, the culture and heritage of Miami Beach can be promoted in all seasons. Current upscale programs such as Art Basel contribute to this image and salable packages can be created and promoted more heavily. While the Bureau should be focused primarily on international and national marketing reach, the City may wish to focus some energy on closer local and regional business. Regional draws such as festivals and events, specifically off-season and high image, can be developed and promoted with the recognition that events require substantial time and financial resources. City resources may focus on packaging and maximizing promotion of existing events that may not yet be fulfilling their tourism potential. Wayfmding needs to be improved in Miami Beach with both signage and personal information. The City is currently undertaking a $1 million wayfinding initiative. With shopping the number one visitor activity nationally, Miami Beach, with assistance from their regional bureau, could maximize their visitor revenues by developing, branding and promoting a Miami Beach shopping experience. Community Education, Hospitality Training and Visitor Welcome Services The City should work with the industry to develop a community education program that continually educates residents about the value of tourism to the local economy and quality of life. This is a regional issue as well, and the Bureau should also have an active role in this effort. Visitor information services seem particularly weak. The visitor center at the Chamber is tucked away from the mainstream of crowds. During a site visit, the consultants were given little assistance. The Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-24 kiosk information was very limited. Also there was no obvious source of information "on the beach". The city should continue its host program efforts to coordinate welcomes, handle complaints, arrange for permits and city services, and provide local information. Local and regional planning and promotion It is in the best interests of the City of Miami Beach to continue to expand its active parmership collaboration with the Bureau to promote the brand, Miami. However, because the image of the brand is Miami Beach/South Beach, much of the successful promotion will feature that image as one of the key attractors of the brand. Apart from the Bureau's mission to reach out far beyond the regional borders to attract individual and group visitors, the City may want to solicit additional visitation from the Greater Miami area to come to the Beach. This is wholly appropriate and should be done with City funds not part of the Bureau effort. Prioritization of use of City funds for city-specific marketing is a local decision. Ongoing maintenance of the tourism infrastructure through the full range of General Fund expenditures The City has been doing a good job about keeping the streets clean, addressing safety, parking and traffic issues; supporting a sustainable convention center, and providing necessary General Fund City services to support a major tourism economy. This is also City specific, rather than Bureau mission, and critical for future success. As the City prioritizes its City-specific efforts, some of these can be implemented more easily by the City issuing RFPs to make things happen rather than simply responding to grant requests. In the design of existing grant programs, care must be taken to ensure that valid and needed requests for funding will genuinely support increased tourism as opposed to supporting the operations of resident amenities. Summary of Maior Findings and Recommendations Many recommendations, some crucial and some merely consultant suggestions, have been put forward in the preceding discussions of the various interrelated issues. The most important of the recommendations may be summarized in the following points. These points will also be repeated in the Executive Summary along with the important findings from Section III. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-25 Quality of the Relationship Between Bureau and City. The ERA/TDA consultant team has found the quality of the relationship between the GMCVB and the City is currently poor, and obviously has been deteriorating in recent years. The degree of dysfunction in the City-Bureau working relationship threatens to diminish the ability of the Bureau and City to continue growing thc economic benefits derived from a healthy tourism-based economy. Strategic Plan. One fundamental cause of dysfunction in the relationship has been the lack of a Strategic Plan articulating shared goals and objectives. Although the Strategic Plan is now underway, the City has been calling for such a plan for over four years in order to clarify directions and priorities for all parties that would allow the City to better envision common goals and be a better partner in working with the Bureau. This Strategic Plan should encompass more than a marketing work plan. It should begin with a process to achieve input and buy-in from all the regional partners and clearly define the agreed upon goals and objectives of the GMCVB. It should: set goals and objectives based on a strategic analysis of the research (including research on competitors); identify target markets for attracting visitors; position the various Greater Miami (and Miami Beach) tourism products within the competitive field; suggest what new tourism and convention products should be developed; prioritize improvements in the tourism infrastructure; etc. Communication Between Bureau and City. Communication problems can be a contributing factor to a declining relationship, and improved communication can be part of the solution. While it is possible for gifted individuals to overcome even a poor structure in order to rescue a relationship, the focus of this analysis is on how to design an optimal structure that maximizes the probability of a productive working relationship, regardless of the personalities involved. The consultant recommendation is that each party develop a high level staff position that has primary responsibility for representation to the other party. The City has recently hired a tourism professional that could function in this role. The recommendation for the Bureau is to create a new executive position, perhaps with the title Senior Vice President of Public Affairs, to have primary responsibility for communicating with constituents in the greater Miami area, including the City of Miami Beach. Examples of how such a position within a bureau's organizational structure has been used very effectively are San Francisco and Los Angeles. Governance. In the context of the last couple of contract renewals the City has negotiated increased representation on the Bureau's Board and on the Executive Committee. Miami Beach provides approximately one-third (ranging from 30 to 35 percenO of funding from the public interlocal partners, and representation on the Board and key committees is proportional to this one-third financial support. Even so, the City feels their influence over Bureau direction is still insufficient. On the one hand, the Bureau cannot cede majority control of the Bureau to a minority partner, for example functioning like a department of the City of Miami Beach, without alienating the other interlocal partners and the private contributors (both financial and in-kind) that are so Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-26 essential to an effective national and international sales effort. On the other hand, Miami Beach also invests financially in the tourism industry by being the host to the majority of visitors (and bearing the General Fund cost impacts of visitation). The consultants recommend an implementation process to an optimal state would be to: (1) agree to specific goals and objectives through a shared strategic planning process; (2) establish a level of Bureau funding, reserving other portions of the $20+ million in visitor generated funds for General Fund costs and local Miami Beach programs; (3) set a long term automatic formula to provide that funding to the Bureau; (4) with influence in proportion to financial support participate enthusiastically in the Bureau governance process, but on a daily operating basis let the Bureau pursue its mission of marketing all of Greater Miami to the larger world; and (5) establish a tourism industry development function within the City to handie those initiatives that are of most interest at the local Miami Beach level. Brand Identity. There has been much local debate over the whether or not the Bureau gives sufficient weight to the "Miami Beach" destination in its marketing of the region. Clearly Miami Beach is a major destination within the region; over 75 percent of all overnight guests go to Miami Beach during their stay, and over 40 percent stay in Miami Beach lodging. While local residents may be intensely aware of the political boundaries between communities, the typical visitor is not aware, and frankly does not care. Although the image is typically Miami Beach, often more specifically South Beach, at the international and national scale the brand identity for the region is "Miami." Performance Measures. The City has requested performance measures to evaluate the GMCVB, or any other alternative structure, in future years. Recognizing that no standards have existed in the industry for evaluating the performance of bureaus, the International Association of Convention and Visitors Bureaus (IACVB) has led a multi- year program to establish industry standards. The IACVB Board has just approved a set of standards in October of 2003. As described in the body of the report, these can be used to evaluate the performance of the GMCVB over time in their own market, and against their own goals. Eventually, industry standardization may allow for some comparison between bureaus, although there are many additional factors that complicate cross-burean comparisons. Optimal Model for Marketing Leisure/Tourism. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities of interest (e.g., separate municipalities, hotels and other commercial interests) band together to provide a regional marketing organization to attract leisure travelers into the area. Once tourists have been brought to the area, individual cities and commercial interests would then market to increase their own capture of tourists. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Optimal Model for Marketing Conventions. In today's highly competitive market, a national scale convention business requires a cohesive package that includes: large and high-quality meeting and exhibition facilities; one or more headquarters hotels; additional Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-27 hotels with a willingness to "block" rooms; a major airport; smooth ground transportation between airport, hotels and the convention center; interesting offsite event venues; and casual dining and entertainment opportunities. The greater Miami convention package is spread among multiple political jurisdictions. Absent any existing structure, the optimal model for the greater Miami area would be to have the individual communities band together to provide a regional marketing organization to attract convention travelers into the area. Once a major convention has selected the area, individual hotels and their host communities would promote their features to increase their own capture of conventioneers. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Advertising as a Model for Marketing Tourism. Advertising is one of the functions employed by a full service Bureau when marketing for both leisure and convention visitors, and is generally provided by recruitment and retention of a separate advertising firm. It has been suggested that the City solicit and directly retain an advertising firm to promote Miami Beach. Advertising is only one of many required marketing functions, however, and a contract with an advertising firm would have to be augmented by substantial investment by the City in other outside vendors or in-house capabilities to provide such services as: provide business leads to lodging properties; coordinate the local business community to prepare bids/proposals for multi-property meetings and events; conduct meeting planner site inspections for prospective groups; staff a visitor information center; conduct familiarization tours; create special interest niche promotions; synergistically coordinate marketing efforts with those of other industry elements within the region; conduct long range strategic planning; promote the tourism industry to the host community through education and special outreach programs; and a wide variety of other critical functions. The consultants do not recommend using an RFP process to hire an advertising firm, because such a firm would not be able to perform the full range of services needed. The optimal model is to form a public-private partnership of regional scope to perform these functions, including the use of an advertising firm. In concept, the GMCVB in the greater Miami area is consistent with the optimal model. Comparison of the GMCVB with Other Major Bureaus. Having determined the GMCVB structure represents an optimal model for marketing the Greater Miami area conceptually; the next area of investigation is whether it performs optimally in practice. The ERA/TDA consultant team conducted a benchmarking analysis comparing the GMCVB with national averages for bureaus of its size, and against seven specific peer bureaus. The findings are that the GMCVB is within the norm for major bureaus in terms of: its organizational structure, its accounting practices, its use of satellite offices, size of membership, and most other routine practices and organization characteristics. The GMCVB runs with a smaller than average staff, in pementage terms spending less than the average on payroll, and more than the average on direct promotion. With 72 members, the GMCVB board of directors is more than double the average size for major bureaus, and with 22 members the Executive Committee is also more than double the average size of 9. In a diverse regional setting representing multiple destinations and governmental parmers, an argument can be made for maintaining a large board. On the Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-28 other hand, decision-making in a large board must be delegated to smaller committees and subcommittees making it more difficult for any one member to feel heard. Appropriate Use of the CDT. In addition to the resort tax, ovemight visitors to Miami Beach also pay a Convention Development Tax (CDT) of three percent of hotel room costs. This tax has been generating $25 to $30 million per year countywide, of which overnight guests in Miami Beach have been contributing one-third to one-half of the total. To maximize region-wide economic benefits of the investment, CDT revenues should be used to fund ongoing upgrades and improvements to convention facilities that attract additional convention business, and should not be spent on sports, A/e_r_f0_nn_i~n~g_a_r~ts~ museums, or other facilities that serve primarily residents. It would be in the best interest of the City of Miami Beach if a portion of these funds were used to make improvements to the Miami Beach Convention Center. Needs have already been identified for a new 50,000 square foot multi-purpose general assembly/banquet hall ' , addit~ona! ~.a.:. ...... /.~..~ ..... ~ ~.~ .... ~ ot~,~ c~:~:+:~o to enhance the existing center. Overall Adequacy of Tourism Generated Tax Revenues. The resort and hotel taxes ~.~X¢--b~e-e-n-g~-n-e.ratin-g-be-t-w-ee--~n~-$~2-~--a-ng-$~5_.m.i-~i.~n--f~r th__e_(_~.i_~_o~_M_ia_~i years. Additional revenues are generated through the ad valorem tax, parking ~es and tines, and other miscellaneous sources. If fiscal analysis finds that the costs of serving tourism and convention business are greater than the revenues generated by visitors, then increases in taxes paid by visitom may be appropriate. If the fiscal benefits of the visitor industry are found to outweigh the costs, then priohties should be set among providing General Fund services to visitors, and developing and promoting the industry at the regional (Bureau) and City levels. Funding Mechanism. A consistent and assured funding mechanism would improve performance of the existing working structure between the City and the Bureau, and reduce a source of historical contention. Historically, the City's financial participation in the Bureau has been negotiated every two years. This protracted program identification and negotiation process is not the most effective use of staff time or that of the business people in the industry who have participated in the process. The optimal structure would involve a formula-based contribution coupled with a long-term agreement, providing greater consistency of funding, yet still fluctuating with macro-economic industry performance. The City would fund additional direct marketing initiatives, and address local needs from visitor-generated revenues. Role of the City in the Tourism Industry. Rather than expect the Bureau to undertake specific initiatives that apply primarily to Miami Beach, the City should conduct its own blue ribbon community planning process to identify and prioritize programs that should remain under the full control of the City. These could logically include: Product development (e.g., new cultural and heritage attractions); Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-29 · Community education, hospitality training, and visitor welcome services; · Local planning and promotion; and · Ongoing maintenance of the tourism infrastructure through the full range of General Fund expenditures. These City activities should be directed by the same senior staffperson that represents the City to the Bureau in order to maintain the tightest coordination in convention and tourism development efforts and to maximize the synergy of both entities working in concert. In summary, the City should continue to participate in the funding of the GMCVB and participate fully in its effort to market the region to the world at large. At the same time the City should establish a tourism development division within the City. Funding for both of these tourism development functions and funding for the general fund costs of serving visitors should come from the taxes levied on visitors. A shared vision, developed through a strategic planning process, is needed to coordinate the efforts of the Bureau and the City, and help the City allocate their resources among these three expenses. Structural changes within the Bureau are recommended to enhance future communication between the two entities, and parallel structural changes within the City are already being implemented. Recurring negotiations over funding should be replaced with a longer term and automatic funding formula. Structural Assessment of the GMCVB Analysis of Issues ERA Project No. 14932 Page V-30 APPENDIX A: WHY MIAMI BEACH SHOULD PROMOTE THE BUSINESS OF TOURISM Perhaps the most general issue of all is why a community should seek to promote a tourism industry in the first place. While this may be obvious to tourism industry professionals, it may not be so obvious to the typical resident of the host community. This Appendix was prepared to serve as a primer for those unfamiliar with the industry. Why do destinations compete for visitors? Because tourism is economic development. Visitors bring money into a community from outside its borders, generating revenue for local businesses, providing jobs, generating taxes for governments and contributing to the economic vitality of the area. Historically, tourism often was seen as a service business, and the service industry sector was seen as one that simply recycled local dollars. With a more in-depth economic analysis, policy- makers have come to understand that it is more equivalent to the highly valued manufacturing base sought by many communities because it brings in new dollars to the community from non-residents. And once in the local economy, those dollars are indeed recycled to further expand the economic benefits to local residents (through what is known as the "multiplier effect.") What is the tourism industry? The tourism/travel industry includes the following: Lodging - Hotels, motels, bed & breakfasts, inns, and ownership or rental of vacation/rental homes/condos. · Food Service - Restaurants and other eating/drinking establishments. · Entertainment/Recreation - Golf, museums, movie theaters, attractions, etc. · Retail - Gifts, clothes, souvenirs and other retail pumhases. · Auto Transportation - Privately owned cars, gasoline service stations, and car rental. · Public Transportation - Air, intercity bus, rail, boat, ship and taxi/limousine. · Cruise Ships -- Provisioning ships and accommodating passengers before and after cruise experiences. Why do communities, states and countries choose to make tourism part of their economic development strategy? They do so because tourism can generate money more quickly than building a manufacturing plant and often with minimal adverse environmental impact. In doing so, Structural Assessment of the GMCVB Appendix A: Why Promote Tourism ERA Project No. 14932 Page A-I communities have the opportunities and resources to preserve local culture and heritage and feel the pride in sharing it with others. Promoting a positive destination image is generally translated into increased retail activity, business attraction/retention, resident attraction/retention and support for property values. Services, such as restaurants and attractions, supported by the volume of visitor dollars are also available to residents adding to the quality of life in a community. In addition, tourism is a major job provider with over seven million jobs in the United States being tourism related. Is tourism an economic cure-all? No. There are costs associated with it. Visitors need a place to park, they need places to eat and sleep and they need information on things to see and do. It requires time and money to attract them to a community and to provide services to them while they are visiting. Visitors, like residents, also require police and fire protection, streetlights and sewers. They do not however put children in schools, require social services or need band uniforms. Most visitor needs are resident benefits and the revenue communities receive from visitors more than offsets the costs associated with visitor needs. Thus, residents benefit fmancially and culturally from hosting visitors. How exactly does tourism produce dollars for a community? Tourism is a business that a community develops and promotes for its own benefit, both financial and cultural. Tourism creates dollars and jobs by bringing people from outside the area, who spend money. People who stay overnight in hotels/motels and resorts spend approximately two to three times what a day visitor spends, thus a clear economic goal is to "put heads in beds." The more nights they stay, the more money they spend. Although a lower overall per day spender, the daytrip visitor can have an important impact on a community by attending a cultural event, festival, dining and shopping. Benefits to local businesses and cultural heritage attractions are clear, but additionally, municipalities reap the rewards of increased local taxes, i.e. sales tax and hotel/resort tax; healthier local businesses and improved real estate paying property taxes; increased awareness and positive image of the community promoted outside the area with property values that reflect this positive image; and increased community pride by residents in their community. Tourism has been used successfully as a vehicle to promote economic diversity in many urban, suburban and rural communities. Tourism should be considered as part of an overall economic development plan and its importance in that plan will vary depending on the community. Tourism may provide a basis upon which communities can develop, strengthen and renew community pride in their heritage and their area's quality of life. Direct visitor expenditures are spread over a wide range of businesses - from lodging, restaurants and gas stations to grocery stores, gift shops and cultural attractions. Indirect Structural Assessment of the GMCVB Appendix A: Why Promote Tourism ERA Project No. 14932 Page A-2 visitor spending occurs with the construction of new hotels and restaurants. These new businesses require local bank £mancing, the services of floral and landscaping companies for centerpieces and shrubs for decorative gardens. Printing companies provide menus, place mats and brochures for the hospitality industry. Tourism creates a strong and prosperous environment for both businesses and residents. Recommendations Some entity must be authorized to market on behalf of the City of Miami Beach to attract both tourists and convention center users. Because of the enormous benefits, this marketing activity is a worthy use of public funds, which are generated by the visitors themselves. Structural Assessment of the GMCVB Appendix A: Why Promote Tourism ERA Project No. 14932 Page A-3 APPENDIX B: INDUSTRY STANDARD DEFINITIONS TO BE USED IN BUREAU PERFORMANCE MEASUREMENT The following definitions have been adopted by the IACVB in October of 2003 to be used in their system for developing performance measures for bureaus. This Appendix expands upon the discussion of bureau performance measurement in Section V in the main body of the report. Convention Industry Definitions APEX Definitionf As part of other Performance Measurement Team (PMT) projects, IACVB defined a number of convention industry-related terms, which have since been adopted by APEX. IACVB, in mm, has incorporated other APEX definitions into its efforts. The related terms are defined below. Convention: An event where the primary activity of the attendees is to attend educational sessions, participate in meetings/discussions, socialize, or attend other organized events. There is a secondary exhibit component. Meeting: An event where the primary activity of the attendees is to attend educational sessions, participate in meetings/discussions, socialize, or attend organized events. There is no exhibit component to this event. Trade Show/Exhibition: An event where the primary activity of the attendees is to visit exhibits on the show floor. These events focus primarily on business to business (B2B) relationships. Site Inspection: Personal, careful investigation of a property, facility, or area. CiWwide event: An event that requires the use of a convention center or event complex and multiple hotels in the host city. Attendees: A combination of delegates, exhibitors, media, speakers, and guests/companions who attend an event. Delegates: Individuals who attend an event to primarily visit the exhibits or attend meetings and/or conference sessions. This excludes exhibitors, media, speakers, and companions. ~ 1The mission &APEX (Accepted Practices Exchange), an initiative of the Convention Industry Council, is to bring together all stakeholders in the development and implementation of industry-wide accepted practices which create and enhance efficiencies throughout the meeting, convention, and exhibition industry. Structural Assessment of the GMCVB Appendix B: Industry Definitions for Performance Measurement ERA Project No. 14932 Page B-1 Exhibitors: Those who attend an event to staffan exhibit. Additional Convention Industry Definitions Direct Spending: All expenditures associated with an event that flow into the host destination's local economy. Direct spending includes attendee spending, exhibitor spending and event organizer spending. Note: IACVB's ExPact study (to be released in 2004) will standardize and systemize direct spending calculations for events. Total Economic Impact: Events generate secondary spending (indirect and induced) on the host destination's local economy over and above the original direct spending. These secondary impacts, when combined with the original direct spending, result in the total economic impact of an event. Indirect spending is spending by the host destination's travel industry businesses on goods and services from local suppliers on behalf of the specific event. Induced spending occurs when employees in the host destination's travel industry and its suppliers spend their wages in the local economy. This chain of buying and selling among businesses and employees continues until the original direct spending "leaks out" of the local economy. The economic multiplier is calculated as total economic impact divided by direct spending. (Source: Travel Industry Association of America) M CVB Convention Sales Definitions (recommended) IACVB recommends CVBs adopt the following definitions governing the convention sales process: 1) Lead: When an event inquiry by a corporation/association/organization/independent meeting planner that includes a request for a minimum of 10 sleeping rooms over a specific set/range of dates is forwarded by the CVB sales staff ONLY to those hotels that meet the meeting planner's event criteria. A lead is more formalized than just exchanging/forwarding business cards to hotels. Note: For convention center events, if the CVB sends a lead first to the convention center for date availability and then to the hotel(s) for room blocks as a matter of policy, this process should be counted as ONE lead for reporting purposes. Note: Lead is both a status level AND the actual physical inquiry sent to the hotel(s)/convention center. Structural Assessment of the GMCVB Appendix B: Industry Definitions for Performance Measurement ERA Project No. 14932 Page B-2 2) Bid Proposal submitted by the CVB and/or hotel(s) to a planner that includes defined dates and room blocks. Note: A bid is an activity, not a productivity measure. 3) Tentative Status assigned to a group/event after the bid has been submitted to the meeting planner and the destination is waiting for a decision. Note: The tentative status is only a trackable measure, not a productivity measure. 4) Booking a) b) Hotel Event: A future event contracted in writing by the event organization with the hotel. The CVB should receive a copy of the contract OR a written communication from an authorized agent of the hotel that a contract has been signed. The communication should detail dates, space requirements and estimated room block. The CVB should track estimated attendance and attendee spending for the event. Citywide/Convention Center Event: Given the long-time frame often involved in booking a citywide/convention center event, the booking process generally takes two steps: i) Confirmed booking - A future event confirmed in writing (letter, booking notice) signed by an authorized agent of the event organization and the convention center (if applicable). The communication should detail dates, space requirements and estimated room block. The CVB should track estimated attendance and attendee spending. ii) Contracted booking - A future event contracted in writing by the event organization with the event facility (e.g., convention center). The CVB should receive communication of this stage in writing from an authorized agent of the convention center. 5) Lost Opportunity A potential event in the lead or tentative stage that was subsequently lost by the destination. This does NOT include venue changes within the destination. The CVB should track the number of estimated room nights, attendance and attendee spending and the reason associated with the lost opportunity. 6) Cancelled Business An event that was booked for the destination (a contracted booking for a citywide/convention center event) that subsequently did not take place, either because the event itself was cancelled or left the destination before taking place. The CVB should track the estimated number of room nights, attendance and attendee spending and the reason associated with the cancellation. Structural Assessment of the GMCVB Appendix B: Industry Definitions for Performance Measurement ERA Project No. 14932 Page B-3 Date Name Appendix C LOG OF INITIAL MIAMI AREA INTERVIEWS CONDUCTED BY ECONOMICS RESEARCH ASSOCIATES AND TOURISM DEVELOPMENT ASSOCIATES Sorted by Last Name 7-Feb Abbaticchio, Jeff 3-Feb Aedo, Rolando L. 6-Feb Aller, Michael 3-Feb Anderson, Jr., William N. 11-Mar Ava Derandi 5-Feb Blumberg, Stuart L. 6-Feb Bower, Matti Herrem 17-Mar Bruno Barreiro 4-Mar Buchanan, John 4-Feb Crowder, Kevin 6-Feb Cuervo, Christina M. 27-Feb David Kelsey 4-Feb Dermer, David 7-Feb Elsie Howard 6-Feb Garcia, Jr., Luis R. 7-Feb Goldman, Tony 7-Feb Gonzalez, Jorge M. 7-Feb Hart, Wendy 6-Feb Jackson, Cathy 25-Feb Jim Bode 6-Feb Johnson, Bill 8-Apr Kasdan, Neisen 7-Feb Lefion, Donald 5-Feb Levin, Sidney 6-Mar Manny Diaz Title Organization Director Public Relations Vice President, Marketing & Tourism Tourism & Convention Director and Chief of Protocol Director, Planning & Research President & CEO Commissioner County Commissioner Journalist/Resident Director Economic Development Division Assistant City Manager Mayor Chairperson Commissioner Chairman City Manager Vice President of Development Director Assistant County Manager/Transportation Manager Former Mayor Vice Chairman Vice President Corporate/External Affairs In Person/ Telephone Loews Miami Beach In-Person Greater Miami Convention & In-Person Visitors Bureau City of Miami Beach In-Person Greater Miami Convention & Visitors Bureau Ritz Plaza Hotel Greater Miami & The Beaches Hotel Association City of Miami Beach Miami-Date County Various travel publications City of Miami Beach City of Miami Beach S. Beach Hotel & Rest Assoc. City of Miami Beach Miami Beach Visitor and Convention Authority Cityof Miami Beach Greater Miami Convention & Visitors Bureau City of Miami Beach Island Outpost Miami-Dade County Audit & Management Svcs. Dept. Roney Palace Office of the County Manager, Miami-Dade County City of Miami Beach Continental Hospitality Holdings, Inc. Florida Power and Light Gumerick Development In-Person Telephone In-Person In-Person Telephone Telephone In-Person In-Person Telephone In-Person In-Person In-Person Telephone In-Person In-Person In-Person Telephone In-Person Telephone Telephone Telephone Telephone Structural Assessment of the GMCVB Appendix C ERA Project No. 14932 Page C-I 7-Feb Marcos, Grisette 26-Feb Melanie Muss 6-Feb Milberg, Michael 3-Feb Moriarity, Ira S-Feb Muss, Steven 16-Mar Norman Litz 5-Feb Polansky, Linda 4-Mar Rafael Suarez-Rivas 4-Mar Roberto Datorre 6-Feb Shaw, Donna 7-Feb Singer, Bruce 4-Feb Smith, Jose 6-Feb Steinberg, Richard 6-Feb Talbert, III, William D. 4-Feb Tober, Doug 7-Feb Velazquez, Jr., Orlando 7-Feb Walker, Patricia D. 14-Feb West, Alvin 5-Feb Whitaker, David Sr. 14-Feb Yarzabal, Joe Executive Director Chairman Senior Vice President, Convention Sales Owner Director of Facilities General Manager Assistant City Attorney Executive Director Culture and Tourism Development Director President Commissioner Commissioner President & CEO General Manager General Manager Chief Financial Officer Senior Vice President, Finance and Administration Vice President Vice President of Accounting Miami Beach Visitor and Convention Authority Fountainbleau Hotel Miami Beach Chamber of Commerce Greater Miami Convention & Visitors Bureau Fountainbleau Hilton New World Symphony The Clay Hotel City of Miami Miami Beach CDC City of Miami Beach Miami Beach Chamber of Commerce City of Miami Beach City of Miami Beach Greater Miami Convention & Visitors Bureau Miami Beach Convention Center, Jackie Gleason Theater Holiday Inn South Beach Resort City of Miami Beach Greater Miami Convention & Visitors Bureau Greater Miami Convention & Greater Miami Convention & Visitors Bureau In-Person Telephone Telephone In-Person Telephone Telephone In-Person Telephone Telephone In-Person Telephone In-Person In-Person In-Person In-Person In-Person In-Person Telephone In-Person Telephone GROUP INTERVIEWS AND OTHER SIGNIFICANT MEETINGS Date Description of Group 3 -Feb 4-Feb 4-Feb 5 -Feb 7-Feb 23-Jun Study Steering Committee appointed by the City of Miami Beach Tuesday Morning Breakfast Club - Puerto Sagua Miami Beach Chamber of Commerce, Board of Governors Meeting Commission Meeting, City of Miami Beach VCA Luncheon Study Steering Committee appointed by the City of Miami Beach In Person/ Telephone In-Person In-Person In-Person In-Person In-Person Telephone Structural Assessment of the GMCVB Appendix C ERA Project No. 14932 Page C-2 APPENDIX D: BIBLIOGRAPHY "1028 -Tourism and Convention Director." Job Description "1031 - Cultural Affairs & Tourism Development Director." Job Description "Agreement between the City of Miami Beach and The Greater Miami Convention and Visitors Bureau." 7 Jul 1999 "Amendment One to Interlocal Cooperation Agreement. Dated June 21, 1996. Between Miami-Dade County and The City of Miami Beach." 24 Apr 2001 "City of Miami Beach Notice of and Agreement for Renewal of Agreement Between City of Miami Beach and the Greater Miami Convention and Visitors Bureau." 22 May 2002 Aguila, Raul J., First Assistant City Attorney. Letter toWilliam D. Talbert, III. plus attachments. Dated: September 15, 1999 Blumberg, Smart L. Letter to Mayor David Dermer & City Commissioners, City of Miami Beach. Dated: March 4, 2002 Carleton, Roger M. Commission Memorandum No. 440-73 to Mayor Seymour Gelber and Members of the City Commission, City of Miami Beach. Dated: July 28, 1993 City of Miami Beach, Economic Development Department. "Miami Beach Market Study." July 2002 City of Miami Beach, Economic Development Department. "Miami Beach Market Study. Data Supplement." May, 2002 City of Miami Beach, Economic Development Division. "City of Miami Beach. A Miami Beach Guide for Your Busniess." une, 2002 City of Miami Beach, Florida. "Resort Tax.. Revenues. Expenditures. Budgets." 2002 City of Miami Beach. "City of Miami Beach - Special City Commission Meeting." [Onlline] May 22, 2002 City of Miami Beach. "Mayor's Blue Ribbon Task Force on Tourism Report." 4 Mar 2002 City of Miami Beach. "Mayor's Blue Ribbon Task Force on Tourism Report. Appendix." 4 March 2002 Structural Assessment of the GMCVB Bibliography ERA Project No. 14932 Page D-1 City of Miami Beach. "Mayor's Blue Ribbon Task Force on Tourism. Presentation to City Commission." 5 April 2002 City of Miami Beach. City of Miami Beach Notice of and Agreementn for Renewal of Agreement Between the City of Miami Beach and The Greater Miami Convention and Visitors Bureau. (17 Sep 2002) City of Miami Beach. Fiscal 2003 Budget Projections." 3 July 2002 City of Miami Beach. Target Market Initiatives/Redeployment List City of Miami Beach. Target Market Initiatives/Redeployment Tables. 30 Aug 2003 Conventions, Sports & Leisure International. "Analysis of the Potential Expansion of Convention Facilities in Greater Miami and the Beaches. Executive Summary." 5 November 2001 Conventions, Sports & Leisure International. "Analysis of the Potential Expansion of Convention Facilities in Greater Miami and the Beaches." 5 November 2001 Exhibit C to City of Miami Beach Notice of and Agreementn for Renewal of Agreement Between the City of Miami Beach and The Greater Miami Convention and Visitors Bureau. (17 Sep 2002) Gonzalez, Jorge M., City Manager, City of Miami Beach. "Convention Center Study." Letter to Mayor David Dermer and Members of the City Commission. Letter of Commission No. 39-2002. 13 Feb 2002 Gonzalez, Jorge M., City Manager, City of Miami Beach. Memo to Honorable Mayor and Members of the City Commission. Dated: March 20, 2002 Greater Miami & The Beaches Hotel Association. "2001-2002 Annual Report." Greater Miami Convention & Visitors Bureau. "2001/2002 Tourism Sales Program." Greater Miami Convention & Visitors Bureau. "2002/2003 Tourism Sales Program." Greater Miami Convention & Visitors Bureau. "Fiscal Year 2002/2003 Budget and Program of Work." Greater Miami Convention & Visitors Bureau. Marketing & Tourism Department Organizational Chart. 1 Apr 2002 Greater Miami Convention & Visitors Bureau. Organizational Chart. 30 Jan 2001 Greater Miami Convention and Visitors Bureau, 2002-2003, Executive Committee List and 2002-2003 Board of Directors List Structural Assessment of the GMCVB Bibliography ERA Project No. 14932 Page D-2 Interlocal Agreement Between Dade County, City of Miami Beach, The City of Miami and the Village of Bal Harbour, and Greater Miami Convention and Visitors Bureau. 30 Sep 1993 International Association of Convention & Visitor Bureaus Foundation. "2001 CVB Organizational & Financial Profile Report." Dated: 2001. "Mayor's Blue Ribbon Task Force on Tourism Report." 4 Mar 2002 Miami Beach Convention Center, Jackie Gleason Theater of the Performing Arts, Management Services Agreement by and Between The City of Miami Beach, Florida, and SMG, a General Parmership. Miami Beach Convention Center, Miami Beach, Florida Booking Policies Miami Beach Convention Center. Calendar of Events. January 2003-January 2005. Public SMG. "Comparative Trends. Miami Beach Convention Center." 30 October 02 South Beach Hotel and Restaurant Association. "Special Report. Collection and Use of Miami Beach Resort Taxes. FY 2000/2001 Strategy Research Corporation. "Visitor Profile and Tourism Impact Study. Overnight Visitors to Greater Miami and the Beaches. Special Tabulation: Stayed in Miami Beach. Annual 2001. Printout." Strategy Research Corporation. "Visitor Profile and Tourism Impact. Greater Miami and the Beaches. 2001 Annual Report. For Greater Miami Convention & Visitors Bureau. Strategy Research Corporation. "Visitor Profile and Tourism Impact Study." 2001 Profile of Visitors to Greater Miami and The Beaches. Talbert, III, William D. "Highlights of Attached Visitor Profile, Occupancy/Room Rate Analysis and Gross Resort Tax Collections. Memo to Stuart Blumberg, Chair, Mayor's Blue Ribbon Committee. 7 Jan 2002 The Greater Miami Convention & Visitors Bureau. "The Partnership Between The City of Miami Beach and The Greater Miami Convention & Visitors Bureau." The Jackie Gleason Theater Booking Policy Structural Assessment of the GMCVB Bibliography ERA Project No. 14932 Page D-3