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HomeMy WebLinkAbout01. Discover Vail Strategic Plan and Supplemental Budget RequestDISCOVER VAIL STRATEGIC PLAN & SUPPLEMENTAL BUDGET REQUEST January 13, 2025 1.Discover Vail Strategic Plan 2.Strategic Action Plan Development Timeline 3.Vail Local Marketing District Budget Expectations 4.2025 Supplemental Budget Reduction Request 5.Other Business 6.Public Comment 7.Adjournment Agenda -Insert here Roadmap BRAND PLATFORM AND LOGO UPDATE Brand Platform: Final Brand Positioning ●Brand Platform was finalized November, 2024 ●Focus Groups will be conducted Q1 2025 on logo options ●Board decision to hold on launching a new logo in 2025 ●Will revisit launching a new brand logo as part of the 3-year Strategic Action Plan Brand Platform and Logo Update VLMD BUDGET EXPECTATIONS Operating Budget The annual operating budget is intended for marketing expenditures. The expenditures are not to exceed annual revenues. Contingency Undedicated funds allocated in the budget to address unforeseen costs or to be available to allocate to unique or time-sensitive marketing opportunities. Reserves/Fund Balance (minimum 25% of annual revenues) VLMD reserves are intended to remain available to address significant events that could negatively affect revenue (i.e. fire,recession). When utilized, these funds are to be used for one-time marketing expenditure, not to support normal operating costs. VLMD Budget Expectations 2025 SUPPLEMENTAL BUDGET REDUCTION REQUEST 2024 Preliminary Results 2024 Preliminary Results 2024 Budget 2024 Estimated Actuals Variance Lodging Tax $5,395,000 $5,500,571 $105,571 Interest $65,000 $240,000 $175,000 Total Revenue $5,460,000 $5,740,571 $280,571 Expenditures ($6,653,563)($6,046,063)$607,500 Use of Fund Balance ($1,173,563)($305,492)$868,071 Ending Fund Balance $2,290,232 (42%) $3,158,303 (47%) VLMD was budgeted to use $1.17M of reserves in 2024 but instead is forecasted to use $305.5K mainly due to expenditure savings, leaving a Fund Balance at $3.2M, 57% 2024 Preliminary Results Expenditures Savings Vail Brand Launch $201,000 Data Subscription $70,000 Vendor Expenses $91,500 Contingency $245,000 Estimated Total $607,500 2025 Proposed Amended Summary 2025 Revenue Projection (no change) $ 5,581,000 ●Lodging Tax revenue is forecasted at $5,518,000 ●Interest revenue is projected at $63,000 2025 Original Budgeted Expenditures $ 6,503,000 2025 Proposed Amended Budgeted Expenditures $ 5,676,393 (Option A) $ 5,581,000 (Option B) 2025 Proposed Amended Option A Original Budget $ 6,503,000 Reduction of one time spends ($ 826,607) New Brand Launch ($ 490,000) Fee Reductions (AI, Content, Web) ($ 85,042) International Trade Show Booth ($ 50,000) YouTube Video Production ($ 170,000) Database Subscriptions ($ 31,565) Adjusted 2025 Budget Option A: $ 5,676,393 Use of Fund Balance $ 95,393 2025 Proposed Amended Option B Original Budget $ 6,503,000 Reduction of one time spends ($ 922,000) New Brand/Logo Launch ($ 490,000) Fee Reductions (AI, Content, Web) ($ 85,042) International Trade Show Booth ($ 50,000) YouTube Video Production ($ 170,000) Database Subscriptions ($ 31,565) Paid Media ($ 95,393) Adjusted 2025 Budget Option A: $ 5,581,000 Use of Fund Balance $ 0 Future expenditures will align with outcomes of the Strategic Action Plan Use of Reserves: 2023: $437.5K 2024: $305.5K 2025 Budget: $922.0K Option A: $95.0K Option B: - VLMD Revenue / Expenditures Available Reserves above 25%: Option A: $ 1,610,410 Option B: $ 1,705,803 Vail Local Marketing District Reserves 55% 57% 29% 47% Action Requested of Board Approve or approve with changes the 2025 supplemental budget reduction from $6,503,000 to Option A: $5,676,393 or Option B: $5,581,000 to present to the Vail Local Marketing District on January 21, 2025