Loading...
HomeMy WebLinkAboutItem 6c. Grant agreement with San Luis Obispo Museum of Art Item 6c Department: Administration Cost Center: 1005 For Agenda of: 2/17/2026 Placement: Public Hearing Estimated Time: 30 minutes FROM: Greg Hermann, Deputy City Manager Prepared By: Robert Hill, Sustainability & Natural Resources Official SUBJECT: GRANT AGREEMENT WITH SAN LUIS OBISPO MUSEUM OF ART RECOMMENDATION Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo finding that a Grant Agreement with the San Luis Obispo Museum of Art is of public benefit in accordance with California Government Code Section 53083 and approving the Grant Agreement” (Attachment A) to: 1. Find that a Grant Agreement serves the public interest of the City of San Luis Obispo by advancing arts and culture, economic development, and other public benefits; and 2. Approve the Grant Agreement between the City of San Luis Obispo and the San Luis Obispo Museum of Art and authorize the City Manager to execute the agreement in a final form satisfactory to the City Attorney. REPORT-IN-BRIEF The San Luis Obispo Musuem of Art (SLOMA) has put forward a Proposal for Supporting the Future San Luis Obispo Museum of Art: A New Home in the Heart of Downtown (the “Proposal”) that was submitted to City Council on October 30, 2025 (Attachment B). The Proposal entails an expansion of the existing museum by bringing together three existing storefront properties on Higuera Street between Chorro and Garden, while also maintaining and featuring connectivity to the creek walk, Mission Plaza, and the Cultural Arts District. SLOMA’s proposed plans are consistent with numerous City plans and policies and are also anticipated to have significant economic impact benefits. In consideration of SLOMA’s proposed project’s ability to advance City plans and policy objectives, on November 4, 2025, as part of its review of the unaudited year-end 2024- 25 fiscal year budget, the City Council directed staff to prepare a draft Grant Agreement in the amount of $500,000 to support the first phase of SLOMA’s pro ject to activate the museum expansion. The draft Grant Agreement contains terms and conditions that need to occur before the City will disburse funds, outlines eligible uses of funds and how they will be administered, ensures project reporting and financial assurance, and contemplates Page 389 of 444 Item 6c an amendment in the future that the City Council may consider for additional grant funding to support the eventual acquisition of the expansion properties. POLICY CONTEXT SLOMA’s proposal has significant alignment with numerous City of San Luis Obispo plans and policies. These include the City’s existing Major City Goals, Economic Development Strategic Plan, Downtown Concept Plan, and General Plan Land Use Element policies, such as: 1. 2025-27 Financial Plan Major City Goals a. Cultural Vitality, Economic Resilience, and Fiscal Sustainability i. Goal 2 (“Support the arts, including the Cultural Arts District”) 2. Economic Development Strategic Plan (2023), Placemaking & Promotion a. 2.1 Quality-of-Place Promotion (“Bolster efforts to promote the City as an appealing destination for all people to live, work, visit, and invest.”) b. 2.2 Welcoming Environment (“Create an inclusive and friendly environment for residents, workers, and visitors.”) i. 2.2.2 (“Highlight the diverse culture, history, assets, and amenities of the City to help foster a sense of inclusion.”) c. 2.3 Downtown Vitality (“Continue to support and maintain a vibrant and dynamic urban core that attracts people and businesses”) i. 2.3.5 (“Support opportunities to speed the implementation of the Downtown Concept Plan.”) d. 2.4 Cultural Vitality (“Strengthen working relationships with and maintain financial support of the arts community to enrich the cultural offerings throughout the City”) i. 2.4.3 (“Investigate the alignment of artistic and cultural initiatives across the City.”) ii. 2.4.6 (“Continue to work with community partners to ensure the vitality of the City.”) 3. San Luis Obispo Downtown Concept Plan (2017) a. Strong Identity (“Foster an economically and cultural diverse downtown…”) b. Art, Culture, and History ("Expand cultural, historical, and artistic opportunities ... ") 4. Land Use Element of the General Plan (2014) a. Policy 4.1 ("Downtown is the community's urban center serving as the cultural, social, entertainment, and political center of the City... The City wants its urban core to be economically healthy and realizes that private and public investments in the Downtown support each other") b. Policy 4.3 ("Cultural facilities, such as museums and galleries should be Downtown.”) In addition, the City is required to complete Economic Development Subsidy findings, as required by California Government Code Section 53083, when making a grant in an Page 390 of 444 Item 6c amount of $100,000 or more for the purpose of stimulating economic development within its jurisdiction. DISCUSSION Background The City of San Luis Obispo enjoys a long-standing public / private partnership with SLOMA that stretches back over 60 years, including through the lease of City property at the location of the existing museum at 1010 Broad Street tangent to Mission Plaza in 1967. This relationship has supported a wide variety of activities and initiatives during th is time in support of the visual arts, including the establishment of a formal Community Partnership Agreement with SLOMA beginning in 2021 in furtherance of the City's Public Art Program. Over the past five years, SLOMA has built a strong staff and Board of Directors, increased museum offerings and patrons of the museum, and re-invigorated its long-standing goal of assembling a contemporary museum space of sufficient size and building characteristics to meet its growing needs. A study commissioned by SLOMA to help them better understand their space and building needs was prepared by the firm Lord Cultural Resources (2024), which identified that demand exists for increased museum offerings, and that a sufficiently sized new museum could attract over 100,000 visitors per year. Importantly, this study also led SLOMA to conclude that construction of a new museum at the existing location that would meet this need is cost prohibitive , with an expected construction cost of over $54 million. Staff have thoroughly reviewed the study and concur with the methodology and analysis that form the findings and recommendations ; the Executive Summary is provided as Attachment C. SLOMA's Proposal for Supporting the Future San Luis Obispo Museum of Art : A New Home in the Heart of Downtown describes the first phase of SLOMA's plans to expand from the 1010 Broad Street location by bringing together three existing storefront properties on Higuera Street between Chorro and Garden, while also maintaining and featuring connectivity to the creek walk, Mission Plaza, and the Cultural Arts District. The three properties together would form a 24,000 -square-foot museum facility with multiple galleries, a museum cafe and store, a blend of indoor and outdoor space, a nd downstairs offices supportive of SLOMA's operations and storage needs. The 1010 Broad Street property would be used for expanded arts educations programming, which is consistent with the existing lease agreement with the City. The second phase of the Proposal entails the eventual purchase of the three expansion properties on Higuera Street. The proposed project represents another key Downtown investment, in addition to the Cultural Arts District Parking Structure, the new San Luis Obispo Repertory Theatre, and the Mission Plaza Enhancement Project, that will help to ensure Downtown vibrancy into the future. Key Terms of the Grant Agreement Staff and SLOMA, together with respective legal counsel, have prepared a draft Grant Agreement (Attachment D) for an amount up to $500,000 that includes the following key terms, in accordance with prior Council direction: Page 391 of 444 Item 6c 1. The Grant Agreement is for a three-year term for Phase 1 implementation. 2. The City’s funds are a one-time grant of up to $500,000, paid on a reimbursement basis, to be used for eligible soft costs only. 3. SLOMA shall secure all other project funds for Phase 1, all necessary project entitlements and building permits, and shall submit to the City a fundraising plan and three-year budget forecast demonstrating project feasibility. 4. SLOMA shall identify additional public benefits, such as public art in the creek walk area, or similar, that can reasonably be implemented or facilitated. 5. The Grant Agreement requires public recognition of the City as a funding source and project partner. 6. SLOMA shall submit quarterly reporting and financial assurance documentation. 7. The Amendment paragraph specifies the conditions under which potential Phase 2 funding may be considered, per SLOMA’s Proposal. These items include satisfactorily completing all required elements of Grant Agreement during implementation of Phase 1, submitting a detailed project description and supportive justification for the additional funding request, and submitting sufficient due diligence items for the City’s review to ensure expenditure of its funds is supported and documented. 8. The Grant Agreement includes standard terms and conditions including Conflict of Interest, Indemnification, and Termination. Current Project Updates Since first introducing the Proposal to City Council on November 4, 2025, SLOMA has entered into a lease agreement with the current property owner and has taken possession of all three Higuera Street storefronts as of February 1, 2026. SLOMA has also continued to refine its project and has applied for permits and planning entitlements for the first phases of the project that are currently under review with the Community Development Department and the inter-departmental Design Review Team. Some aspects of the project can move forward as tenant improvements, while others will require that SLOMA assemble technical reports, including arborist, biological and cultural resources studies and other information needed for project elements that are discretionary and will require environmental review. Economic Impact Analysis As an attachment to its Proposal to the City, SLOMA also included data and modeling from the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024), which estimates that the operation of SLOMA’s new museum space will result in $123,500 in local government revenue and will generate $4,926,203 million in total expenditures on an annual basis. It is also anticipated that the implementation of SLOMA’s Proposal and the operation of the new, expanded museum will generate 93 jobs a ccording to data and modeling provided by SLOMA and the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024). Employment data contained in this report is based on the Page 392 of 444 Item 6c underlying IMPLAN Economic Model and is an annual average headcount of full time, part time, and seasonal employment using the same definitions as the U.S.A. Bureau of Economic Analysis Regional Economic Accounts and the U.S. Bureau of Labor Statistics Census of Employment and Wages. SLOMA may be subject to possessory interest property tax during Phase 1 of the project; however, as the tenant improvements for the new museum space are not yet constructed, it is not yet known what the assessment and taxing rate will be. As a 501(c)(3) non-profit organization, if SLOMA acquires the expansion properties in the future, SLOMA may be eligible for a partial exemption of property taxes through the County Tax Assessor and the State Board of Equalization, provided that SLOMA continues to operate the property exclusively for exempt uses on an annual filing basis. An investment by the City in SLOMA’s new museum space is fiscally prudent as it will contribute to a project that is anticipated to generate 93 jobs, $123,500 in revenue to the City and over $4.9 million in expenditures, on an annual basis. From a project due diligence perspective, SLOMA is required to submit a fundraising plan and three -year forecasted operating budget for approval by the City prior to disbursement of funding, per the draft Grant Agreement. These data and analyses form the basis of the Economic Development Subsidy findings that are required under California Government Code Section 53083, The City is required to provide specified information in written form available to the public, through its website, for any economic development subsidy within its jurisdiction and to provide public notice and a hearing regarding the subsidy. An “economic development subsidy” is defined in relevant part under the Government Code as “any expenditure of public funds or loss of revenue to a local agency in the amount of one hundred thousand dollars ($100,000) or more, for the purpose of stimulating economic development within the jurisdiction of a local agency, including, but not limited to . . . grants . . .” (Cal. Gov. Code § 53083(g)(1)). The draft Grant Agreement entails a commitment of $500,000 in grant funding towards SLOMA’s new museum space due to the long-standing community partnership with SLOMA and the anticipated economic d evelopment and other public benefits the new museum will provide. As such, the Grant Agreement constitutes an “economic development subsidy”. The required Economic Development Subsidy findings and disclosure are found in the draft Resolution included as Attachment A. Previous Council Action On November 4, 2025, as part of its review of the unaudited year-end 2024-25 fiscal year budget, the City Council directed staff to prepare the draft Grant Agreement that is recommended for approval with this Council Agenda Report. Council also directed staff to “include terms [in the Grant Agreement] which would commit the City to providing funding of some kind toward Phase 2 of the project, subject to further analysis and discussion at a public meeting and with funding allocations determined during future budget actions.” (Council Minutes for November 4, 2025, approved November 18, 2025). Page 393 of 444 Item 6c In addition, SLOMA also reports that they have successfully completed the “Challenge Grant” that raised over $2 million following City Council’s first conversation and direction to staff regarding their Proposal that occurred on November 4, 2025. Public Engagement Council considered public comments from numerous residents and community members that spoke favorably about SLOMA’s Proposal at the November 4, 2025, City Council meeting. Any member of the public may provide comments, testimony, or written comments to the City Council about this item. In addition, because this item requires a public hearing (due to the Economic Development Subsidy requirements under California Government Code section 53083 described above), it has been noticed in the public - facing kiosk in front of City Hall and on the City’s website. SLOMA has also been engaging with the public, including news releases and social media, installation of colorful information signs in the windows of the Higuera Street storefronts, and sharing details with local businesses and service groups including a presentation to the Downtown SLO Board of Directors in November, 2025, and at the San Luis Obispo Chamber of Commerce’s “Good Morning SLO” event that took place in January, 2026. Next Steps Should Council approve the draft Grant Agreement, staff will conti nue to work closely with SLOMA and will establish a regular meeting cadence to maintain timely communication, support project delivery, and ensure proper oversight of grant funds and reporting requirements. If SLOMA is able to complete property negotiatio ns and fundraising plans towards the eventual purchase of the buildings and timely complete the conditions precedent to be ing considered for Phase 2 funding, staff will provide options and recommendations regarding additional funding at the next regularly scheduled budget hearing, per prior Council direction on November 4, 2025. This will allow an additional funding request to be considered in the context of the City’s overall budget , with the next appropriate opportunity taking place on June 2, 2026, when the Council will consider the Fiscal Year 2026-2027 Budget Supplement. CONCURRENCE On January 14, 2026, the SLOMA Board of Directors took action to approve the draft Grant Agreement. The Community Development Department and the Economic Development and Tourism Program concur with the recommendation in furtherance of General Plan and Economic Development Strategic Plan implementation, respectively. The City Attorney’s Office has reviewed and provided its concurrence as to the form of the draft Grant Agreement and draft Resolution. Page 394 of 444 Item 6c ENVIRONMENTAL REVIEW Entering into a Grant Agreement is not considered a project under California Environmental Quality Act (CEQA) Guidelines Section 15378. The future implementation of some elements of SLOMA’s project, however, will be subject to environmental review and a CEQA determination, which will take place concurrent with the City’s evaluation of the SLOMA’s building permit and planning entitlement applications. FISCAL IMPACT Budgeted: No Budget Year: 2024-25 Funding Identified: Yes Fiscal Analysis: Funding Sources Total Budget Available Current Funding Request Remaining Balance Annual Ongoing Cost General Fund (FY 2024-25 Unassigned Fund Balance) $3,468,954 $500,000 $2,968,954* N/A State Federal Fees Other: Total $3,468,954 $500,000 $2,968,954 N/A * The $2,968,954 of ‘remaining balance’ noted above represents the balance of FY 2024 - 25 Unassigned Fund Balance after the $500,000 contribution toward SLOMA is considered. At the time that this item will be heard, it will follow Council’s consideration of allocations of the Unassigned Fund Balance as part of approval of the recommendations in the Second Quarter Budget Report item heard earlier on the February 17, 2026, agenda. The audited, unassigned fund balance for the General Fund for FY 2024-25 is $3,468,954. Consistent with Council’s direction of November 4, 2025, staff is recommending allocation of $500,000 from FY 2024-25 unassigned fund balance for this purpose as part of the Second Quarter Budget Report that will be presented to Council prior to consideration of this item. Modest staff time will be needed to ensure oversight of the terms and conditions of the Grant Agreement and to support project delivery and the overall partnership with SLOMA. ALTERNATIVES 1. Council may direct modifications to the draft Grant Agreement to incorporate different terms or requirements. Page 395 of 444 Item 6c 2. Council could direct staff to make modifications to the draft Grant Agreement and bring it back as an item for future reconsideration. Should Council choose this alternative, it is recommended that a “date certain” be identified, so that SLOMA may reliably anticipate future project actions and scheduling. 3. Council may elect not to approve the draft Grant Agreement in favor of other budget needs and priorities. If this alternative is chosen, it should be noted that the City Council’s direction on November 4, 2025, assisted in meeting a challenge grant offered by community members to help SLOMA raise $2 million that could be jeopardized. ATTACHMENTS A - Draft Resolution B - Proposal for Supporting the Future San Luis Obispo Museum of Art: A New Home in the Heart of Downtown. San Luis Obispo Museum of Art (2025). C - San Luis Obispo Museum of Art (SLOMA), New Building Facilities and Operations Focused Feasibility Study. Executive Summary. Lord Cultural Resources (2024). D - Draft Grant Agreement Page 396 of 444 R ______ RESOLUTION NO. _____ (2026 SERIES) A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO, CALIFORNIA, FINDING THAT A GRANT AGREEMENT WITH THE SAN LUIS OBISPO MUSEUM OF ART IS OF PUBLIC BENEFIT IN ACCORANCE WITH CALIFORNIA GOVERNMENT CODE SECTION 53083 AND APPROVING THE GRANT AGREEMENT WHEREAS, The City of San Luis Obispo (City) enjoys a long-standing public / private partnership with the San Luis Obispo Museum of Art (SLOMA) that stretches back over 60 years, including through the lease of City property at the location of the existing museum at 1010 Broad Street tangent to Mission Plaza in 1967. This relationship has supported a wide variety of activities and initiatives during this time in support of the visual arts, including the establishment of a formal Community Partnership Agreement with SLOMA beginning in 2021 in furtherance of the City's Public Art Program; and WHEREAS, SLOMA has put forward a Proposal for Supporting the Future San Luis Obispo Museum of Art: A New Home in the Heart of Downtown (the “Proposal”) submitted to City Council on October 30, 2025, that has significant alignment with numerous City plans and policies. These include the City’s existing 2025-27 Major City Goals, Economic Development Strategic Plan (2023), Downtown Concept Plan (2017), and General Plan Land Use Element (2014); and WHEREAS, SLOMA's Proposal describes plans to expand from its present location at 1010 Broad Street by also bringing together three existing storefront properties on Higuera Street between Chorro and Garden, while maintaining and featuring connectivity to the creek walk, Mission Plaza, and the Cultural Arts District. The three properties together would form a 24,000 -square-foot museum facility with multiple galleries, a museum cafe and store, a blend of indoor and outdoor space, and downstairs offices supportive of SLOMA's operations and storage needs. The 1010 Broad Street property would be used for expanded arts educations programming by SLOMA, which is consistent with the existing lease agreement for that property with the City; and WHEREAS, SLOMA’s Proposal is informed by a feasibility study and economic development data that forecast SLOMA’s museum offerings would at tract at least 106,200 individuals to the downtown area (Lord Cultural Resources, 2024), support 93 jobs, and generate total expenditures of over $4.9 million (Americans for the Arts: Arts and Economic Prosperity 6 report and Arts and Economic Prosperity AEP 6 Calculator, January 2024). These data suggest that an investment by the City in SLOMA’s new museum space is fiscally prudent and underly Economic Development Subsidy findings that are required by California Governmen t Code Section 53083, which are documented herein; and WHEREAS, on November 4, 2025, as part of its review of the unaudited year-end 2024-25 fiscal year budget, the City Council received numerous, favorable public comments and testimony from SLOMA staff a nd members of its Board of Directors Page 397 of 444 Resolution No. _____ (2026 Series) Page 2 R ______ regarding the Proposal, and directed staff to prepare a Grant Agreement to provide funding in support of Phase I of SLOMA’s Proposal in an amount up to $500,000 . NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo as follows: SECTION 1. The above recitals are true and correct and are a substantive part of this Resolution. SECTION 2. Findings. Economic Development Subsidy Under California Government Code Section 53083, the City is requir ed to provide specified information in written form available to the public, through its website, for any economic development subsidy within its jurisdiction and to provide public notice and a hearing regarding the subsidy. An “economic development subsid y” is defined in relevant part under the Government Code as “any expenditure of public funds or loss of revenue to a local agency in the amount of one hundred thousand dollars ($100,000) or more, for the purpose of stimulating economic development within the jurisdiction of a local agency, including, but not limited to . . . grants . . .” (Cal. Gov. Code § 53083(g)(1)). The draft Grant Agreement entails a commitment of $500,000 in grant funding towards SLOMA’s new museum space due to the long-standing community partnership with SLOMA and the anticipated economic development and other public benefits the new museum will provide. As such, the Grant Agreement constitutes an “economic development subsidy” and disclosure of the following information and a public hearing are required, as follows (shown in italics): 1) The name and address of all corporations or any other business entities, except for sole proprietorships, that are the beneficiary of the economic development subsidy, if applicable. San Luis Obispo Museum of Art, A California Non-Profit Corporation.1010 Broad Street, San Luis Obispo, CA 93401. 2) The start and end dates and schedule, if applicable, for the economic development subsidy. The start date is upon entry into the Grant Agreement. City of San Luis Obispo grant funding would be required to be expended within three years following the start date, unless otherwise amended. 3) A description of the economic development subsidy, including the estimated total amount of the expenditure of public funds by, or of revenue lost to, the local agency as a result of the economic development subsidy. The total amount of direct expenditure of public funds is $500,000.00. 4) A statement of the public purposes for the economic development subsidy. The public purpose for the economic development subsidy is to support arts and Page 398 of 444 Resolution No. _____ (2026 Series) Page 3 R ______ cultural activities in the downtown area of San Luis Obispo, which is expected to generate direct and indirect local economic impact benefits. 5) Projected tax revenue to the local agency as a result of the economic development subsidy. According to data provided by SLOMA and the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024), the operation of SLOMA’s new museum space will result in $123,500 in local government revenue and will generate $4,926,203 million in total expenditures an annual basis. SLOMA will be subject to possessory interest property tax, however as the tenant improvements for the new museum space are not yet constructed, it is not yet known what the assessment and taxing rate will be. 6) Estimated number of jobs created by the economic development subsidy, broken down by full-time, part-time, and temporary positions. According to data provided by SLOMA and the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024), the operation of the new museum space will generate 93 jobs. Employment data contained in this report is based on the underlying IMPLAN model and is an annual average headcount of full time, part time, and seasonal employment using the same definitions as the U.S.A. Bureau of Economic Analysis Regional Economic Accounts and the U.S. Bureau of Labor Statistics Census of Employment and Wages. The public hearing and disclosure of economic development subsidy contained herein have been duly noticed and carried out in accordance with the requirements of California Government Code Section 53083. SECTION 3. Environmental Review. The passage of this Resolution and entering into a Grant Agreement is not considered a project under CEQA Guidelines Section 15378. SECTION 4. Grant Agreement. City staff are hereby authorized to execute the Grant Agreement in the form and manner approved by the City Attorney, attached as Exhibit A, and to duly oversee and carry out the terms and conditions of the Lease Agreement. Upon motion of Council Member ___________, seconded by Council Member ___________, and on the following roll call vote: AYES: NOES: ABSENT: The foregoing resolution was adopted this _____ day of _______________ 2026. Page 399 of 444 Resolution No. _____ (2026 Series) Page 4 R ______ ___________________________ Mayor Erica A. Stewart ATTEST: ______________________ Teresa Purrington City Clerk APPROVED AS TO FORM: ______________________ J. Christine Dietrick City Attorney IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of San Luis Obispo, California, on ______________________. ___________________________ Teresa Purrington City Clerk Page 400 of 444 PROPOSAL FOR SUPPORTING THE FUTURE SAN LUIS OBISPO MUSEUM OF ART: A NEW HOME IN THE HEART OF DOWNTOWN 1 Page 401 of 444 1010 BROAD STREET at Mission Plaza POST OFFICE BOX 813 SAN LUIS OBISPO, CA 93406 PH: 805-543-8562 INFO@SLOMA.ORG Ermina Karim Co-Chair Cheryl Cuming Co-Chair Trudie Safreno Treasurer Barbara Bell Executive Committee Lindsey Harn Executive Committee John Dunn Board Member Celeste Hope Board Member Beya Makekau Board Member Mike Quamma Board Member Missy Reitner-Cameron Board Member David Richards Board Member Amy Wright Board Member Leann Standish Executive Director Dear Mayor Stewart and Honorable Councilmembers Boswell, Francis, Marx, and Shoresman: For more than six decades, every City Council—including this one—has made bold investments to reinforce and enrich our community’s economic and cultural vitality. From the creation of Mission Plaza to the support of the PAC to the soon- to-open SLO REP Theatre, each generation of civic leaders has proven through their vision and action that City investment in our social infrastructure is essential to shaping a vibrant, resilient community. In each case, the presiding City Councils recognized that transformative projects seldom come without risk. They weighed long-term returns, ensured alignment with Major City Goals, and moved forward to strengthen the cultural and economic fabric of our community. The Next Chapter in Civic Investment Today, the San Luis Obispo Museum of Art (SLOMA) presents the next opportunity for civic investment and community transformation. Expanding from its historic home at 1010 Broad Street, the Museum will bring together three Higuera Street storefronts (778, 782, and 786) to form a 24,000-square-foot campus—bridging Mission Plaza and the vibrant downtown core with art and community. The total project is estimated at $20 million, to be raised in two phases. October 29, 2025 2 Page 402 of 444 We respectfully request that the City invest $2.5 million to help bring this once-in-a-generation project to completion. A portion—$500,000—would help complete the first of two phases, outfitting the new Museum with the furnishings needed to welcome students, families, and visitors from across and outside the region. The remaining $2 million commitment would assist in the property’s eventual purchase, ensuring this downtown treasure remains a permanent part of San Luis Obispo’s cultural landscape. Importantly, the City’s support now would immediately qualify for a time-limited $2 million matching contribution from the Forbes family, thereby doubling the impact of the City’s investment and signaling to major donors that San Luis Obispo is ready to match their confidence with civic commitment. In doing so, the City would be joining a collection of private donors who, in total, have already pledged $8 million. An Aligned Investment SLOMA’s planned expansion embodies San Luis Obispo’s vision for a sustainable, inclusive, and economically vibrant community. It will directly advance the City Council’s Major Goals FY 2025–27) for Cultural Vitality, Economic Resilience, and Fiscal Sustainability as well as Diversity, Equity, and Inclusion. Moreover, it is in alignment with the City’s long-term vision as articulated in the Downtown Concept, Mission Plaza, and Economic Development Strategic Plans and reflects priorities identified by Resonance Consultancy in its Downtown Future Forum Report (2021). Together, these efforts reinforce decades of civic investment in a thriving, culturally rich, interconnected downtown core. The expanded SLOMA will strengthen San Luis Obispo by: Providing a year-round, everyday reason for residents and visitors alike to visit downtown, thus increasing foot traffic and tourism and generating an expected $4–$6 million in new annual downtown spending. Creating an accessible, public destination that will fuel the momentum of downtown revitalization and enrich the city’s enduring sense of place. Exponentially increasing the educational programming and enrollment capacity for local students and families across the Central Coast to build creativity, confidence, and a deeper sense of belonging in our community. Drawing visitors from across the Central Coast to the only art museum between Monterey and Santa Barbara, thus strengthening San Luis Obispo’s reputation as a regional cultural capital and place of creative belonging. A Timely Catalyst Our moment is now. City participation at this stage will help the Museum secure matching funds that will otherwise expire at year-end. Timely participation would also inspire additional private donations keeping the project on track for ground breaking in 2026, and a grand opening in early 2027. San Luis Obispo Museum of Art — Grant Request 3 Page 403 of 444 Private donors are responding enthusiastically to the Museum’s vision: Since August 2025, SLOMA has quietly raised $8 million in cash and pledges from donors across the region, including nearly $600,000 in qualifying gifts toward the Forbes family’s $2-million challenge grant. When the full match is realized, total funds raised will exceed $11 million, more than half of the overall $20 million campaign goal. It’s worth repeating: In just 10 short weeks, our community has rallied around this vision with remarkable enthusiasm, making it clear through their generosity that this project reflects both the needs of today and the dreams of what San Luis Obispo can be for generations to come. Few moments offer such clear alignment between community will, private investment, and public purpose. By partnering in this effort, the City will extend a long legacy of transformational civic investments that strengthen downtown, fuel economic opportunity, and ensure that art and creativity remain central to San Luis Obispo’s identity for generations to come. We are grateful for your leadership and consideration. Respectfully submitted, Leann Standish Ermina Karim SLOMA Executive Director Co-Chair, SLOMA Board of Directors San Luis Obispo Museum of Art — Grant Request 4 Page 404 of 444 WHY IT MATTERS: A DOWNTOWN ANCHOR FOR GENERATIONS TO COME SLOMA’s expansion is about more than adding walls for art: it’s about creating the kind of shared civic space that makes a city feel alive. Across the nation, libraries and museums are emerging as vital anchors of community life, providing the social infrastructure that helps people connect, learn, and imagine together. They invigorate downtowns, fuel local economies and give residents a sense of belonging that digital life cannot replace. The City’s own advisors, Resonance Consultancy, have emphasized that this kind of activation—where culture, community, and commerce intersect—is exactly what defines a thriving 21st-century downtown. Their Downtown Future Forum Report and Visit SLO CAL Destination Management Strategy both point to cultural vitality and authentic local experiences as essential to ensuring a vibrant community, one that attracts and inspires people to be engaged in the civic life of their community (see Appendix). Across the world, cities that are thriving did not happen by chance; they are the products of clear visions and bold investments in the facilities and experiences that cultivate creativity and connection. It’s worth recalling a few defining moments when City Councils made forward-looking investments that forever changed San Luis Obispo’s trajectory: Mission Plaza (1970): Against considerable objections from the business community, the Council transformed a section of Monterey Street into one of California’s first pedestrian plazas. Fifty-five years later, Mission Plaza remains the heart of downtown and is celebrated as the jewel of San Luis Obispo—a model for small-city revitalization and placemaking. Performing Arts Center at Cal Poly (1990s): In partnership with Cal Poly and the Foundation for the Performing Arts Center (FPAC), the City contributed over $5 million— about one-sixth of the total $30 million cost —to help build a world-class venue not far from downtown. In addition, for more than three decades, the City has shared in annual operating support alongside Cal Poly and FPAC, keeping the facility accessible and sustaining a robust calendar of performances that draw audiences from across the region. Chinatown / Hotel SLO (2012): Once again, the Council forged ahead over objections from those lamenting the loss of parking, enabling the creation of the Chinatown project. The result—Hotel SLO—has become a cornerstone of downtown’s social and economic vitality, generating significant TOT revenue and strengthening downtown’s role as the city’s shared gathering place. San Luis Obispo Museum of Art — Grant Request 5 Page 405 of 444 SLO REP Theatre (2020s): Coming soon, thanks to the City’s continued financial support and a vision dating to the 1990s, SLO REP will break ground on a new performing arts venue expected to draw 50,000 patrons to downtown annually. Each of these decisions reshaped downtown in lasting ways. The expanded SLOMA represents the next bold step in that continuum—an investment that ensures our city’s core remains dynamic, economically vibrant and welcoming to all. What the Expansion Will Offer SLOMA’s expansion will connect the Museum’s historic home overlooking Mission Plaza at 1010 Broad Street to two adjacent buildings on Higuera Street, whose combined three storefronts will create a unified 24,000-square-foot art and community campus in the heart of downtown. This dual-front presence will physically link Mission Plaza and Higuera Street – creating a new gateway between civic, creative, and commercial life—weaving together two of San Luis Obispo’s most vibrant pedestrian corridors and activating them with art, education, and community life. The expansion will advance in two sequenced phases to ensure fiscal responsibility and steady progress: Phase 1 ($10.4 million): Getting a museum built. This initial phase will transform three connected, underutilized Higuera Street spaces into one new museum with four galleries, community gathering areas, and a museum store. It encompasses design, permitting, construction, and all furnishings, fixtures, and equipment needed to open to the public as well as bridge funding to support operations during the transition period to the new facility. Completing Phase 1 will deliver a fully operational museum and a visible, high- impact anchor for downtown vitality. Our goal for opening to the public is January 2027. Importantly, SLOMA is contracting with local design and construction firms that rely on local labor. Phase 2 ($10 million): Securing the Museum’s future. Once construction is complete, the second phase will purchase the property outright and establish an operating endowment, ensuring that the Museum’s presence downtown—and the City’s investment—are protected for generations to come. This structure provides long-term financial sustainability and allows the Museum to continue leveraging private philanthropy for ongoing growth and programming. The project will deliver not only more space for art and education but also new sources of earned income that will make SLOMA more financially self-sustaining for the long term. Once fully operational, the new Museum is projected—based on the Lord Cultural Resources feasibility study—to draw close to 110,000 annually to the heart of downtown and generate San Luis Obispo Museum of Art — Grant Request 6 Page 406 of 444 millions in additional economic activity for nearby retailers, restaurants, and hotels (see Appendix). But more than that, the expanded Museum will be an everyday reason to come downtown. By presenting 10 to 15 exhibitions each year, alongside public programs, school tours, and community events, SLOMA will give residents and visitors multiple new reasons to return downtown again and again—building civic connection and sustaining local commerce year- round. Improvements include: Expanded Gallery Space: With nearly triple the current exhibition area, the expanded Museum will, for the first time, be able to host major traveling and co-curated exhibitions, while continuing to champion regional talent. Partnerships with peer institutions will allow SLOMA to share costs and visibility, bringing nationally-recognized art to San Luis Obispo, and making world-class exhibitions accessible to community members who might not otherwise have the opportunity to experience them. A Dedicated Education Space: Transforming the 1010 Broad Street building into classrooms will more than double SLOMA’s reach as an educational resource— restoring access to hands-on art learning that has largely disappeared from many local schools. The space will provide a permanent home for expanded programming, including field trips, art camps, teacher training, and community workshops, serving thousands of students annually while supporting lifelong learning for adults and families across the county (see Appendix). Cultural Gathering and Event Spaces: The expansion includes a versatile indoor gathering hall and outdoor patio, designed to accommodate artist talks, small performances, civic dialogues, and community celebrations. These flexible spaces will serve as a cultural commons for residents and visitors while generating new earned income through event rentals. San Luis Obispo Museum of Art — Grant Request 7 Page 407 of 444 Historic Façade Restoration and Streetscape Improvements: The project will restore and unify the historic façades of two downtown buildings, thereby enhancing architectural character, lighting, and accessibility, and contributing to a more inviting pedestrian experience that will benefit the entire downtown core. Financial Sustainability: The expansion will generate new earned-income streams from event rentals, the museum store, and public programs thus making SLOMA more self-sustaining and resilient, less dependent on donor income, and better equipped to sustain operations for decades to come. A small museum shop on Higuera Street will feature artist-made goods and publications, extending the visitor experience while activating the street frontage. Sustainable Design and Accessibility: Adaptive reuse will minimize carbon impact, preserve the historic downtown scale, and ensure full ADA accessibility, energy efficiency, and flexible design for future needs. As a conservative estimate, these spaces will enable the Museum to double annual attendance to nearly 110,000, more than double educational participation, and greatly expand year-round programming establishing SLOMA as both a cultural anchor and a magnet attracting residents and visitors year-round to the downtown core (see Appendix). Alignment with Major City Goals As both a cultural investment and an economic catalyst, this expansion is in full alignment with this Council’s Major City Goals (FY 2025–27) for Cultural Vitality, Economic Resilience, and Fiscal Sustainability, as well as Diversity, Equity, and Inclusion: Promote Economic Resilience Research from Americans for the Arts shows arts patrons spend an additional $25–$70 per visit on local food, retail, and lodging. The expanded Museum is projected to generate conservatively $4–$6 million in new downtown spending each year, serving as both San Luis Obispo Museum of Art — Grant Request 8 Page 408 of 444 a destination and a catalyst for surrounding businesses. The Economic Impact of the Arts & Culture Sector report for 2025 found that SLO County nonprofit arts and cultural organizations like SLOMA contributed to $291.1 million in visitor spending, yielding a total economic impact of $478.7 million, supporting 5,163 jobs countywide. The City of San Luis Obispo alone received $99 million in arts-related spending with a total impact of $163 million, underscoring that investment in culture directly strengthens our local and regional economy (see Appendix). Beyond its direct impact, SLOMA addresses a broader economic reality about the changing character of downtowns, shifting from their role as retail cores toward experience-driven destinations that combine culture, dining, and social gathering to attract residents, visitors, and workforce talent. A 2025 Cushman & Wakefield study (“The Rise of the Experiential Economy”) found that thriving downtowns depend on experience-focused anchors such as museums, theaters, and cultural centers. These anchors typically represent less than two percent of urban real estate but they generate roughly one-quarter of total foot traffic in thriving downtowns (see Appendix). Locally, the Visit SLO CAL Destination Management Strategy, developed with Resonance Consultancy in 2019, reached similar conclusions: emphasizing that future visitors increasingly seek authentic experiences that connect them with local creativity, culture, and community. The report highlighted the need for new, high-quality cultural offerings to complement San Luis Obispo’s natural assets and outdoor appeal, helping the region compete for both visitors and residents who value quality of life and belonging. Building on that foundation, the project also directly advances three of the City’s top opportunities identified in the Downtown Future Forum Report (Resonance Consultancy, 2021): establishing a Cultural Arts & Entertainment District anchored by SLOMA and its neighboring institutions; reconnecting public spaces along the creek and Mission Plaza into a cohesive cultural and pedestrian corridor; and strengthening a walkable, experience- driven downtown core that attracts residents and visitors year-round (see Appendix). Finally, just as the City’s financial support and partnership with REACH and the Cal Poly’s Center for Innovation & Entrepreneurship strengthen the region’s innovation economy, investment in SLOMA will enhance the quality of life essential to attracting and retaining the creative and professional workforce that local employers consistently cite as essential to their success. Support Downtown Vitality and the Cultural Arts District The reimagined Museum will serve as a critically needed anchor on Higuera Street and a front door to the Cultural Corridor, drawing consistent, year-round pedestrian activity that also benefits surrounding restaurants, retailers, and hotels. With 2.4 million pedestrians passing annually, the Museum will extend downtown energy beyond weekends and festivals—creating an accessible, open-to-all destination that provides a perpetual return on the City’s long-term investment in the cultural arts. San Luis Obispo Museum of Art — Grant Request 9 Page 409 of 444 Advance Diversity, Equity & Inclusion The repurposed Education Center at 1010 Broad Street will more than double SLOMA’s capacity to serve school-age children and families across the county, especially in rural districts and schools serving low-income communities where formal arts instruction is limited or absent. In partnership with schools, after-school programs, and youth organizations, the Museum will deliver accessible, curriculum-aligned arts learning experiences that nurture creativity, critical thinking, and belonging—skills essential to both academic success and future workforce readiness. At the same time, through exhibitions co-curated with community partners and a sustained commitment to presenting artists and stories from underrepresented communities, SLOMA ensures that every resident and visitor can see themselves reflected and inspired, keeping creativity, inclusion, and shared identity at the center of civic life. Champion Sustainability and Stewardship The adaptive reuse of two existing downtown buildings will cut construction-related carbon emissions by more than half compared to new construction, while preserving the historic urban fabric that defines San Luis Obispo’s character. Energy-efficient systems, improved accessibility, and restored façades will reduce operational costs and advance the City’s goal of carbon neutrality by 2035—an investment that models environmental responsibility and fiscal prudence. SLOMA has retained local design and construction firms who rely on local labor to do the work. In addition, the project directly advances three of the City’s top opportunities identified in the Downtown Future Forum Report (Resonance Consultancy, 2021): establishing a Cultural Arts & Entertainment District anchored by SLOMA and its neighboring institutions; reconnecting public spaces along San Luis Creek and Mission Plaza into a cohesive cultural and pedestrian corridor; and strengthening a walkable, experience-driven downtown core that attracts residents and visitors year-round. SLOMA Ascendant: A 60-Year Legacy, a 5-Year Transformation While the organization’s roots stretch back more than 60 years to its origins as the San Luis Obispo Art Center, the past five years have painted a clear picture of what SLOMA could do in expanded space. Its performance over the past five years shows it can translate vision into impact and manage public investment with accountability. Since reopening after COVID under renewed staff and board leadership, the Museum has strengthened every facet of its work: dramatically increasing attendance, expanding arts education, growing financial capacity, and forging new civic and community partnerships. The result is an institution that honors its legacy while embracing a modern vision of access, San Luis Obispo Museum of Art — Grant Request 10 Page 410 of 444 inclusion, and artistic excellence—one that stands today as a proven and accountable partner for City investment. Audience Growth Annual visitation has increased from roughly 30,000 in 2019 to 50,000 in 2025, all with free admission. Student Access With a focus on inclusivity and access, each year SLOMA distributes 2,500+ free bilingual art kits through its youth education programs. In addition, free school tours have grown from about 250 students in 2019 to 614 so far this year, with more than 60% from Title I schools. Financial Strength Contributions and grants have more than doubled—from $330,000 in FY 2019–20 to over 800,000 in FY 2024–25—reflecting growing donor confidence and institutional stability. The number of individual donors has also increased by over 50%, and since 2020 SLOMA has established a robust business sponsorship program—now 16 partners strong—alongside a steady stream of competitive grant funding that was not historically secured. Highlighting Central Coast Creativity Nearly half (43%) of the artists featured since 2020 hail from the Central Coast, shown in conversation with artists from across the nation and around the world—positioning San Luis Obispo as both a platform for local voices and a participant in the global arts dialogue. Showcasing Diverse and Underrepresented Artists Over the last five years, more than half of SLOMA’s featured exhibitions have highlighted women, artists of color, or LGBTQ+ artists. Over that same period, we’ve seen engagement with more diverse communities, many of whom are visiting SLOMA for the first time. Community Partnerships SLOMA has collaborated with organizations including the GALA Pride & Diversity Center, SLO County Arts Council, Festival Mozaic, SLO Movement Arts, and Sensorio to co-develop exhibitions and public programs that elevate local voices and reflect the region’s creative diversity. In addition, the Museum partners with a wide range of community organizations— including Woods Humane Society, the Diversity Coalition, EcoSlo, SLO County UndocuSupport, RACE Matters and others—to expand visibility, reach new audiences, and celebrate the many facets of our community. Specialized Educational and Therapeutic Programming In partnership with Cuesta College and Cal Poly, SLOMA regularly provides students with hands-on curatorial experience, exhibition training, and in-classroom learning opportunities, while newer collaborations with Adventist Health and Hospice SLO County are piloting therapeutic art workshops for patients and community members demonstrating how creativity fosters learning, healing, and human connection. San Luis Obispo Museum of Art — Grant Request 11 Page 411 of 444 Civic Leadership and Recognition SLOMA has completed the Museum Assessment Program with the American Alliance of Museums and the Institute of Museum and Library Services (2021) and secured multiple, highly-competitive state and federal grants from the National Endowment for the Arts, IMLS, and California Arts Council (2021–2025). City-SLOMA Public Art Partnership Since entering a management agreement with the City in 2021, SLOMA has delivered seven permanent and temporary public art installations across San Luis Obispo. Organizational Capacity Staff has grown from three to nine, and SLOMA’s exhibitions now receive statewide and national recognition. Since launching its internship program in 2020, the Museum has mentored 25+ college interns—many first-generation students— preparing the next generation of arts professionals. Together, these outcomes demonstrate that SLOMA is not a new or untested idea—it is a thriving, forward-looking institution with the capacity, credibility, and community trust to deliver a strong return on City investment. In Summary: A Sustainable and Inclusive Vision SLOMA’s expansion embodies the City’s vision for a sustainable, inclusive, and economically vibrant community. With steady growth, diversified revenue streams, and a planned endowment, SLOMA enters this project from a position of strength and stewardship. A Once-in-a-Generation Opportunity: The move to Higuera Street places SLOMA at the epicenter of the city’s pedestrian and cultural life—converting 2.4 million annual pedestrians into year-round cultural engagement, small-business activity, and civic pride. Continuity of Cultural Investment: Continuity of Cultural Investment: As with the Performing Arts Center and SLO REP,partnering with SLOMA continues a proven City strategy: leveraging nonprofit institutions to achieve public goals for community vitality, education, and economic resilience—anchored downtown and across the city. Fiscal Responsibility: The requested $2.5 million represents roughly one percent of the City’s current Capital Improvement Plan—a modest investment relative to scale, yet one that yields an outsized return in economic benefit, downtown activation, and cultural identity. San Luis Obispo Museum of Art — Grant Request 12 Page 412 of 444 San Luis Obispo Museum of Art — Grant Request This opportunity is time-sensitive. The alignment of public priorities, private philanthropy, and available downtown property is rare—and is unlikely to come again soon. With design work underway, donor momentum accelerating, and matching funds on the line, City partnership at this moment would secure millions in private investment and ensure the project moves forward on schedule. By investing in this project, the City will help transform three centrally located downtown spaces into a living cultural landmark—one that strengthens civic pride, attracts visitors and employers, and strengthens downtown’s vitality. This is a moment of convergence—where vision, readiness, and opportunity come together in a shared purpose. By stepping forward now, the City can help realize a project decades in the dreaming and ensure that art and creativity remain central to the San Luis Obispo story for generations to come. 13 Page 413 of 444 APPENDIX 1. Economic Impact of the Arts 3 2. Expansion Feasibility Report & Attendance Projections 5 3. Citywide Economic Development & Placemaking 7 4. Downtown Development & Cultural Anchors 9 5. The Creative Economy 11 6. The Rise of the Experiential Economy 12 7. Workforce Expansion 13 8. Arts Education: New Programming Projections 14 9. Artist Renderings: Introducing the New San Luis Obispo Museum of Art 15 10. Digital Sources: Links 18 To project the economic impact of SLOMA’s planned expansion, we based our analysis on the following sources: San Luis Obispo Museum of Art — Grant Request Appendix 1 Page 414 of 444 i. Appendix Executive Summary The San Luis Obispo Museum of Art (SLOMA) and its planned expansion align closely with the City of San Luis Obispo’s broader economic, cultural, and community development goals. Collectively, the sources in this Appendix demonstrate the vital role of arts and culture in fostering economic growth, downtown vitality, workforce development, and placemaking. Economic Impact of the Arts The Arts & Economic Prosperity 5 (2015) study found that San Luis Obispo County’s nonprofit arts and culture sector generated $27.7 million in direct economic activity, supporting 916 jobs and producing $1.1 million in local government revenue. Event attendees spent an average of $30.67 per person, benefiting local restaurants, shops, and hotels. Building on this, Arts & Economic Prosperity 6 (2023) offers an impact calculator that estimates SLOMA’s operations and audiences will contribute nearly $5 million annually to the City’s economy, including $3 million in direct audience spending. Expansion Feasibility Report & Attendance Projections According to Lord Cultural Resources’ 2023 Feasibility Study, a new museum facility would conservatively attract nearly 110,000 visitors annually, giving residents and visitors alike a new reason to come downtown. Citywide Economic Development & Placemaking The City’s 2023 Economic Development Strategic Plan (EDSP) identifies Placemaking & Promotion as a key pillar for economic resilience. Central to this strategy is strengthening partnerships with and funding for the arts community, recognizing that cultural vitality enriches civic life and drives sustainable economic development. Downtown Development & Cultural Anchors Resonance Consultancy’s 2021 Downtown SLO Development Report positions cultural institutions, including SLOMA, as major catalysts for downtown revitalization. The study identifies SLOMA’s expansion as a top opportunity to enhance the city’s Cultural District, attract new visitors, and stimulate local business activity. The Creative Economy The 2025 Economic Impact of the Arts & Culture Sector report underscores the magnitude of the local creative economy: countywide, arts and culture generated $478.7 million in total economic impact and supported over 5,000 jobs. Within the City of San Luis Obispo alone, the arts produced $163 million in total impact, highlighting the sector’s growing importance. The Rise of the Experiential Economy Cushman & Wakefield’sThe Rise of the Experiential Economy (2025) confirms that museums and cultural centers, though typically comprising less than 2% of urban real estate, generate up to 25% of downtown foot traffic. Workforce Expansion & Arts Education: New Programming Projections SLOMA’s workforce and education plans will create new professional positions, support local artists and educators, and expand arts education access through scholarships and new youth programs. Artist Renderings: Introducing the New San Luis Obispo Museum of Art Walk the galleries of SLOMA’s future home on Higuera! Together, these findings demonstrate that investment in SLOMA and the broader arts ecosystem is an investment in SLO’s economic vitality, cultural identity, and community well-being. The data consistently show that the arts are not peripheral—they are a central driver of prosperity, creativity, and connection. San Luis Obispo Museum of Art — Grant Request Appendix 2 Page 415 of 444 1. Economic Impact of the Arts Arts & Economic Prosperity 5 is Americans for the Arts’ fifth study of the nonprofit arts and culture industry’s impact on the economy. It documents the economic contributions of the arts in 341 diverse communities and regions across the country, representing all 50 states and the District of Columbia. The Arts & Economic Prosperity 5 report included a breakdown specific to San Luis Obispo County, revealing that the local arts and culture sector generated more than $27.7 million in direct economic activity through organizational spending and visitor income. Attendees at arts and cultural events spent an average of $30.67 per person, supporting locally owned restaurants, shops, hotels, and transportation services. Notably, these figures reflect 2015 dollars—meaning the sector’s current economic impact is even greater today. The Economic Impact of Nonprofit Arts and Cultural Organizations and Their Audiences in San Luis Obispo County, CA (Fiscal Year 2015) Direct Economic Activity Arts and Cultural Organizations + Arts and Cultural Audiences = Total Industry Expenditures Total Industry Expenditures $13,693,022 $14,029,567 $27,722,589 Economic Impact of Spending by Arts and Cultural Organizations and Their Audiences Total Economic Impact of Expenditures Economic Impact of Organizations + Economic Impact of Audiences = Total Economic Impact Full-Time Equivalent (FTE) Jobs Supported 543 373 916 Household Income Paid to Residents $9,527,000 $7,315,000 $16,842,000 Revenue Generated to Local Government $507,000 $594,000 $1,101,000 Revenue Generated to State Government $632,000 $1,018,000 $1,650,000 Event-Related Spending by Arts and Cultural Audiences Totaled $14 million (excluding the cost of admission) Attendance to Arts and Culture Events Resident1 Attendees + Nonresident1 Attendees = All Cultural Audiences Total Attendance to Arts and Culture Events 381,226 75,879 457,105 Percentage of Total Attendance 83.4% 16.6% 100.0% Average Event-Related Spending Per Person $23.37 $67.48 $30.67 Total Event-Related Expenditures $8,909,252 $5,120,315 $14,029,567 Nonprofit Arts and Cultural Event Attendees Spend an Average of $30.67 Per Person (excluding the cost of admission) Category of Event-Related Expenditure Resident1 Attendees Nonresident1 Attendees All Cultural Audiences Meals and Refreshments $13.86 $20.99 $15.04 Souvenirs and Gifts $5.73 $3.78 $5.41 Ground Transportation $1.83 $7.69 $2.80 Overnight Lodging (one night only) $0.79 $32.28 $6.00 Other/Miscellaneous $1.16 $2.74 $1.42 Average Event-Related Spending Per Person $23.37 $67.48 $30.67 Source: Arts & Economic Prosperity 5: The Economic Impact of Nonprofit Arts and Cultural Organizations and Their Audiences in San Luis Obispo County. For more information about this study or about other cultural initiatives in San Luis Obispo County, visit ARTS Obispo’s web site at www.sloartscouncil.org. Copyright 2017 by Americans for the Arts (www.AmericansForTheArts.org). San Luis Obispo Museum of Art — Grant Request Appendix 3 Page 416 of 444 The newly released Arts & Economic Prosperity 6 (AEP6) report is a comprehensive economic and social impact study of the nation’s nonprofit arts and culture industry. Building on a 30-year legacy as the largest and most inclusive study of its kind, AEP6 presents detailed findings from 373 regions across all 50 states and Puerto Rico—spanning communities from 4,000 to 4 million residents, and representing rural, suburban, and urban areas alike. While San Luis Obispo County did not participate in AEP6, the report includes a tool to estimate local impact. Using this calculator, projections for SLOMA alone indicate an estimated $3 million in annual audience spending directly supporting local businesses, and nearly $5 million in total yearly economic activity within the City of San Luis Obispo. Definitions: Total Expenditures: The total dollars spent by your nonprofit arts and cultural organization and its audiences; event-related spending by cultural audiences is estimated using the average dollars spent per person, per event by cultural attendees in similarly populated communities. Jobs (Employment): Employment data in IMPLAN is an annual average headcount of full time, part time, and seasonal employment. Note that a person can hold more than one job, so the job count is not necessarily the same as the count of employed persons. While IMPLAN employment adjusts for seasonality, it does not indicate the number of hours worked per day. It is not, therefore, equal to full time equivalents. This is the same definition used by the U.S. Bureau of Economic Analysis Regional Economic Accounts and the U.S. Bureau of Labor Statistics Census of Employment and Wages. Household Income: The total dollars paid to community residents as a result of the expenditures made by your arts and cultural organization and/ or its audiences. Household income includes salaries, wages, and entrepreneurial income paid to residents. It is the money residents earn and use to pay for food, shelter, utilities, and other living expenses. Government Revenue: The total dollars received by local, state and federal governments as a result of the expenditures made by your arts and cultural organization and/or its audiences. Government revenue includes revenue from local and state taxes (e.g., income, sales, lodging, real estate, personal property) as well as funds from license fees, utility fees, filing fees, and other similar sources. Local government revenue includes funds to governmental units such as city, county, township, and school districts, and other special districts. When using estimates derived from this calculator, always keep the following caveats in mind: (1) the results of this analysis are based upon the averages of similarly populated communities, (2) a unique input-output model was customized for each of these similarly populated communities, providing very specific employment, household income, and government revenue data, and (3) your results are therefore estimates, and should not be used as a substitute for conducting an economic impact study that is customized for your community. San Luis Obispo Museum of Art — Grant Request Appendix 4 Page 417 of 444 2. Expansion Feasibility Report & Attendance Projections From 2022–2023, Lord Cultural Resources (LCR) worked with SLOMA’s staff, board, and members of our community to complete a feasibility study for a new building at our current site at 1010 Broad Street. The report compared similar markets and institutions to formulate projections for operations and engagement. LCR projected that SLOMA would attain an annual attendance average of 106,200 (see excerpt below). While this figure is based on SLOMA’s current space on Broad Street and does not include updated estimates based on Higuera Street’s foot traffic of about 2.4 million/ year, we have included this data as a conservative estimate of our projected attendance. San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 64 At this stage of planning, the capital and project cost estimates total about $54.8 million. This includes construction and demolition costs, other capital costs and contingencies and escalations to the construction bid period in the first quarter of 2028, with assumed construction completion by 2030. In addition to demolition and construction costs, the capital costs include an allowance for furniture, fixtures and equipment, as well as professional and other fees. There is also a preliminary allowance of $2 million for development of a sculpture park, taking site development uncertainties into account, and the acquisition of works of art for the park. Project costs also include an assumed endowment growth of $1 million. Among the exclusions at this stage are site development costs that may be beyond a basic level as well as pre-opening fundraising and other costs. The detailed capital and project cost estimates are found in Appendix C of this report. 7.2 ATTENDANCE, OPERATING REVENUE AND EXPENSE PROJECTIONS Set out here are our projections of attendance, operating revenues and expenses for the San Luis Obispo Museum of Art (SLOMA) assuming implementation of the plans/assumptions associated with its larger new facility in the directed Ideal Scenario. The projections take into account the contextual, comparables and market analyses in Chapters 2 and 3, the strategic directions in Chapter 4 and the facility and operational recommendations/assumptions in Chapters 5 and 6, as well as the judgment and experience of the consultants. 7.2.1 ON-SITE ATTENDANCE PROJECTIONS The focus in this section is on-site attendance projections associated with the expanded SLOMA facility based on agreed assumptions, benchmarking data and the judgment and experience of the consultants. To estimate the number of visitors likely to attend the future SLOMA first requires a reasonable definition of who would or would not be defined as a visitor. For the purposes of this analysis, a visitor is someone who attends an exhibition or program within the museum, including those who attend venue rentals. This definition excludes persons who only use the gift shop or who are outdoors for events or to walk the sculpture park but do not enter the museum. The definition of a visitor also excludes staff and volunteers, service, and delivery people and those who access SLOMA through the internet or through outreach to schools or other community facilities. It is on-site attendance by actual visitors. It is also important to emphasize that there is no simple computer formula that leads to accurate attendance projections. While there are ratios and formulas that have been used, including from the experience of comparable or similar institutions, all quantitative methods have weaknesses. And it is important to note, in utilizing data from other museums, that there are a variety of definitions of what constitutes a visitor and no complete certainty that San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 64 At this stage of planning, the capital and project cost estimates total about $54.8 million. This includes construction and demolition costs, other capital costs and contingencies and escalations to the construction bid period in the first quarter of 2028, with assumed construction completion by 2030. In addition to demolition and construction costs, the capital costs include an allowance for furniture, fixtures and equipment, as well as professional and other fees. There is also a preliminary allowance of $2 million for development of a sculpture park, taking site development uncertainties into account, and the acquisition of works of art for the park. Project costs also include an assumed endowment growth of $1 million. Among the exclusions at this stage are site development costs that may be beyond a basic level as well as pre-opening fundraising and other costs. The detailed capital and project cost estimates are found in Appendix C of this report. 7.2 ATTENDANCE, OPERATING REVENUE AND EXPENSE PROJECTIONS Set out here are our projections of attendance, operating revenues and expenses for the San Luis Obispo Museum of Art (SLOMA) assuming implementation of the plans/assumptions associated with its larger new facility in the directed Ideal Scenario. The projections take into account the contextual, comparables and market analyses in Chapters 2 and 3, the strategic directions in Chapter 4 and the facility and operational recommendations/assumptions in Chapters 5 and 6, as well as the judgment and experience of the consultants. 7.2.1 ON-SITE ATTENDANCE PROJECTIONS The focus in this section is on-site attendance projections associated with the expanded SLOMA facility based on agreed assumptions, benchmarking data and the judgment and experience of the consultants. To estimate the number of visitors likely to attend the future SLOMA first requires a reasonable definition of who would or would not be defined as a visitor. For the purposes of this analysis, a visitor is someone who attends an exhibition or program within the museum, including those who attend venue rentals. This definition excludes persons who only use the gift shop or who are outdoors for events or to walk the sculpture park but do not enter the museum. The definition of a visitor also excludes staff and volunteers, service, and delivery people and those who access SLOMA through the internet or through outreach to schools or other community facilities. It is on-site attendance by actual visitors. It is also important to emphasize that there is no simple computer formula that leads to accurate attendance projections. While there are ratios and formulas that have been used, including from the experience of comparable or similar institutions, all quantitative methods have weaknesses. And it is important to note, in utilizing data from other museums, that there are a variety of definitions of what constitutes a visitor and no complete certainty that San Luis Obispo Museum of Art — Grant Request Appendix 5 Page 418 of 444 San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 65 the comparative attendance figures reported are accurate. The ratios and benchmarks nonetheless help to inform our judgment in preparing the attendance projections for the future SLOMA. Ratios For On-Site Attendance Projections The quantitative methods used to help inform the attendance projections for the future SLOMA are as follows. Extrapolation from Base Level SLOMA Figures Based on Exhibition Space Growth In 2019, SLOMA operated more like a commercial art gallery than an art museum, so its estimated 30,000 attendance figure is less reliable than the 50,000 visitors initially expected in 2023 to serve as the base level for the attendance projections, based on free admission. However, we have lowered the attendance estimate to 45,000 as the base level for the purposes of these projections taking more recent considerations into account. The size of the exhibition space did not change from 2019 to 2023 and is 3.814 net sq. ft. Using the 45,000 base level attendance figure leads to a ratio of about 11.8 visitors per net sq. ft. of exhibition space. The assumption is that the Ideal Scenario expansion of SLOMA facility will increase the total exhibition space to 9,000 net sq. ft. Applying the same ratio of visitors per square foot exhibition space leads to an estimate of about 106,200 visitors in a stabilized year of operation, assumed to be Year 3. Extrapolations From Selected Comparable Art Museums Chapter 2.2 includes detailed attendance, facility, operational and financial data as reported by three non-collecting and three collecting art museums/institutes. The attendance data used largely pre-COVID data regarding the six are set out below leading to ratios for the stabilized Year 3 of the future SLOMA facility and operation based both on the size of exhibition space and the size of the regional population. Average and median figures are set out and we have used the midpoint between those figures as the basis for the ratios. San Luis Obispo Museum of Art — Grant Request Appendix 6 Page 419 of 444 3. Citywide Economic Development & Placemaking In July 2023, the City Council adopted an updated Economic Development Strategic Plan EDSP), aimed at advancing the economic vitality of San Luis Obispo. The plan outlines strategies to strengthen the City’s economic development initiatives while embedding the principles of sustainability, diversity, equity, and inclusion. It also emphasizes retaining existing businesses, expanding the arts and culture scene, and enhancing the vibrancy of Downtown. The second pillar of the plan, Placemaking & Promotion, specifically highlights strengthening the City’s working relationships with, and financial support of, the arts community as a key strategy for enriching cultural offerings and economic development throughout San Luis Obispo. For the 2023 Economic Development Strategic Plan (EDSP), the plan framework has been updated to respond to the dramatic changes that have taken place in the intervening years, both in terms of the City’s internal efforts and the external economic development landscape. MISSION STATEMENT Promote, encourage, and enhance an economic environment that is dynamic and resilient with a focus on sustainable and equitable policies, programs, and processes. GUIDING PRINCIPLES ECONOMIC RESILIENCE Maintaining a dynamic economic and business environment. EQUITABLE INCLUSIVE ECONOMIC DEVELOPMENT Expanding economic opportunities for all residents and businesses in San Luis Obispo. SUSTAINABLE ECONOMIC DEVELOPMENT Ensuring economic vitality through climate and system focused sustainable growth. HOLISTIC APPROACH Enhancing internal and external collaboration for effective execution and implementation. REGIONAL COLLABORATION Expanding partnerships with organizations across the region. MAJOR PILLARS BUSINESS & ENTREPRENEUR VITALITY Improving the local business environment and helping entrepreneurs to thrive, adapt, innovate, and grow in the face of challenges and opportunities. PLACEMAKING & PROMOTION Maintaining the city’s quality of place while increasing awareness of local amenities and fostering a sense of inclusion among residents and visitors. TALENT DEVELOPMENT ATTRACTION Supporting initiatives that develop the skills needed to secure quality jobs as well as attract and retain a skilled and diverse workforce. ECONOMIC DEVELOPMENTSTRATEGICPLANUPDATE PREPARED FOR THE CITY OF SAN LUIS OBISPO San Luis Obispo Museum of Art — Grant Request Appendix 7 Page 420 of 444 STRATEGIES PILLAR 1 BUSINESS & ENTREPRENEUR VITALITY 1.1. BUSINESS RETENTION & EXPANSION. Develop a proactive and targeted approach to identify and address the needs of existing businesses, while creating an environment that fosters growth and innovation. 1.2. ENTREPRENEURIAL SUPPORT. Continue to bolster the entrepreneurial ecosystem by improving access to resources, education, and networks for entrepreneurs. 1.3. BUSINESS PREPAREDNESS, SUSTAINABILITY & RESILIENCY. Implement disaster preparedness measures that enhance the City’s ability to respond to economic disruptions and effectively support business recovery following natural disasters. 1.4. SMALL BUSINESS DEVELOPMENT. Continue to support the small business community to sustain growth. 1.5. BUSINESS SUPPORT INFRASTRUCTURE. Maintain efforts to develop and grow business support infrastructure and tools. PILLAR 2 PLACEMAKING PROMOTION 2.1. QUALITY OF PLACE PROMOTION. Bolster efforts to promote the City as an appealing destination for all people to live, work, visit, and invest. 2.2. WELCOMING ENVIRONMENT. Create an inclusive and friendly environment for residents, workers, and visitors. 2.3. DOWNTOWN VITALITY. Continue to support and maintain a vibrant and dynamic urban core that attracts people and businesses. 2.4. CULTURAL VITALITY. Strengthen working relationships with and maintain financial support of the arts community to enrich the cultural offerings throughout the City. 2.5. INCLUSIVE NEIGHBORHOOD PLANNING. Encourage inclusive neighborhood planning efforts that benefit residents and encourage both housing production and economic activity. PILLAR 3 TALENT DEVELOPMENT ATTRACTION 3.1. SYSTEM DEVELOPMENT. Encourage the continued strengthening of the system to create Moderate Income + jobs. 3.2. EMPLOYER AND EMPLOYEE INTEGRATION. Develop methodologies, tools, and programs to welcome and acclimate new employers and employees to the community. 3.3. TALENT ATTRACTION AND RETENTION. Position the City as not just a place to visit but also a desirable location to live and work. 3.4. EDUCATIONAL PARTNERSHIPS. Leverage educational partnerships to create and grow pathways to Moderate Income+ jobs that strengthen the local economy. View the full plan and future updates online at https://www.slocity.org/business/economic-development/economic-development-strategic-plan. San Luis Obispo Museum of Art — Grant Request Appendix 8 Page 421 of 444 4. Downtown Development & Cultural Anchors The City of SLO engaged Resonance Consultancy to create a Downtown SLO Development Recommendations report in 2021. The report explores residential, commercial, and public investment opportunities with local stakeholders as part of a Downtown Future Forum visioning workshop. The City’s own report identified Cultural Institutions like SLOMA as a major asset, as they offer unique activities to residents and visitors, and are a significant draw for attracting more people downtown. The report also listed the Cultural District as a major opportunity for promoting SLO’s unique cultural scene throughout the region. re s o n a n c e c o c o m @R e s o n a n c e C o CULTURAL INSTITUTIONS The museums and theaters located downtown offer unique activities to residents and visitors, and are a significant draw for attracting more people downtown. 14 re s o n a n c e c o c o m @R e s o n a n c e C o CULTURAL DISTRICT The concentration of cultural institutions and venues is an opportunity to promote SLO’s cultural scene in the region. 50 San Luis Obispo Museum of Art — Grant Request Appendix 9 Page 422 of 444 The Downtown SLO Development Recommendations report specifically singled out the San Luis Obispo Museum of Art’s expansion as a major opportunity for Downtown SLO’s economic and cultural development. re s o n a n c e c o c o m @R e s o n a n c e C o SLO MUSEUM OF ART EXPANSION An expansion of the Museum of Art could act as a catalyst for cultural programming in Downtown SLO. 51 San Luis Obispo Museum of Art — Grant Request Appendix 10 Page 423 of 444 5. The Creative Economy The 2025 Economic Impact of the Arts & Culture Sector report, created in collaboration with SLO County Arts, the City of El Paso de Robles, and the City of San Luis Obispo, detailed the immense impact of the arts and culture sector on the economies of SLO County. Countywide, arts and culture organizations like SLOMA contributed to “$291.1 million in visitor spending, yielding a total economic impact of $478.7 million, supporting 5,163 jobs countywide.” The City of San Luis Obispo alone received $99 million in arts-related spending with a total impact of $163 million. The study also found that the role of local government and community support for arts and culture organizations was a significant point of discussion among focus groups, with participants specifically calling for increased government funding of the arts. San Luis Obispo Museum of Art — Grant Request Appendix 11 Page 424 of 444 6. The Rise of the Experiential Economy A 2025 Cushman & Wakefield study (The Rise of the Experiential Economy) found that thriving downtowns depend on experience-focused anchors such as museums, theaters, and cultural centers. These anchors typically represent less than two percent of urban real estate but they generate roughly one-quarter of total foot traffic in thriving downtowns. In other words, SLOMA’s planned expansion requires a relatively small investment that will generate a significant, positive impact for our region in general, and downtown SLO in particular. San Luis Obispo Museum of Art — Grant Request Appendix 12 Page 425 of 444 7. Workforce Expansion Currently, SLOMA has a staff of 9 talented individuals (4 FT, 5 PT), with an annual payroll of about 530,000. Based on the recommendations of the 2023 Feasibility Study by Lord Cultural Resources, we expect to almost double our professional staff within the first year (Table A). Seasonal contractors including exhibiting artists, teaching artists, and department interns are listed in Table B. A. SLOMA Employees (Current + New) B. Artists, Art Educators, and Interns San Luis Obispo Museum of Art — Grant Request Appendix 13 Page 426 of 444 8. Arts Education: New Programming Projections Current space limitations restrict both the scope of our programming and our community’s access to arts education. Transforming SLOMA’s existing facility at 1010 Broad Street into a dedicated Education Center will significantly expand our education capacity, allowing us to collaborate with more educational partners, grow current offerings, and introduce new programs for youth and adults including summer camps, after-school classes, and workshops. The following projection outlines anticipated Year 1 program participation numbers for youth programming, with the majority of participants hailing from San Luis Obispo and neighboring cities. Importantly, all youth programs will include scholarships and financial assistance for low-income families, ensuring that our educational opportunities remain fully accessible to ALL. SLOMA’s free youth education programs, like our popular Second Saturdays events and school tours, will continue. Projections are based on comparable institutions and current enrollment in SLOMA’s existing programs. C. New Youth Programming: Engagement Projections San Luis Obispo Museum of Art — Grant Request Appendix 14 Page 427 of 444 9. Artist Renderings: Introducing the New San Luis Obispo Museum of Art Walk through the galleries of SLOMA’s new home on Higuera. Preliminary rendering: Higuera Street entrance Lobby (center) with a museum gift shop (left) San Luis Obispo Museum of Art — Grant Request Appendix 15 Page 428 of 444 Trust Automation Gallery, with views and access to a creekside patio overlooking Mission Plaza The second of four beautiful galleries capable of exhibiting a variety of artistic media San Luis Obispo Museum of Art — Grant Request Appendix 16 Page 429 of 444 Another spotlight gallery and a dramatic alcove for hanging art installations The creekside patio overlooking historic Mission Plaza will be a community asset and the perfect spot for artist talks, small performances, civic dialogues, and cultural celebrations Renderings by RRM DesignGroupSanLuisObispoMuseumofArt — Grant Request Appendix 17 Page 430 of 444 10. Digital Sources: Links We have included links to content available online and referenced in this Appendix. 1a. Americans for the Arts’ Arts & Economic Prosperity reports, 5th edition Source: https://www.americansforthearts.org/sites/default/files/pdf/2017/by_program/reports_and_ data/aep5/map/CA_SanLuisObispoCounty_AEP5_OnePageSummary.pdf 1b. Arts & Economic Prosperity: 6th edition organizational calculator Source: https://aep6.americansforthearts.org/calculator 2. City of SLO’s Economic Development Strategic Plan Source: https://www.slocity.org/business/economic-development/economic-development-strate- gic-plan 3. Downtown SLO Development Recommendations, 2021 Source: https://www.slocity.org/home/showpublisheddocument/30130/637557419326730000 4. 2025 Economic Impact of the Arts & Culture Sector report Source: https://slocountyarts.org/creative-economy-report 5. The Rise of the Experiential Economy Source: https://www.cushmanwakefield.com/en/united-states/insights/the-rise-of-the-experien- tial-economy San Luis Obispo Museum of Art — Grant Request Appendix 18 Page 431 of 444 Page 432 of 444 Making the World a Better Place Through Culture San Luis Obispo Museum of Art (SLOMA) New Building Facilities and Operations Focused Feasibility Study Final Report Prepared by: Lord Cultural Resources Cost+Plus February 2024 Page 433 of 444 San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Lord Cultural Resources is a global professional practice dedicated to making the world a better place through culture. We assist people, communities, and organizations to realize and enhance cultural meaning and expression. We distinguish ourselves through a comprehensive and integrated full-service offering built on a foundation of key competencies: visioning, planning and implementation. We value and believe in cultural expression as essential for all people. We conduct ourselves with respect for collaboration, local adaptation and cultural diversity, embodying the highest standards of integrity, ethics and professional practice. We help clients clarify their goals; we provide them with the tools to achieve those goals; and we leave a legacy as a result of training and collaboration. Our Toronto office is located within the traditional territory of many nations, including the Mississaugas of the Credit, the Anishnabeg, the Chippewa, the Haudenosaunee and the Wendat peoples. Our New York office is located on the traditional lands of the Lenape peoples. Our Long Beach office is located on the land of the Tongva/Gabrieleño and the Acjachemen/Juaneño Nations, who have lived and continue to live here. We encourage you to acknowledge the presence of the people who came before, wherever you are. Page 434 of 444 San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 2 EXECUTIVE SUMMARY This operations-focused feasibility study is intended to provide the foundation for a subsequent fundraising feasibility study, detailed architectural design, and then a capital fundraising campaign to lead to a long anticipated and needed new building for the San Luis Obispo Museum of Art (SLOMA) at its existing site. The current building has a wide variety of deficiencies and its small size limits opportunities to display more works of art, offer additional community programming, and to generate revenue from venue rentals and other earned income sources. The recommendations in this feasibility study take into account the experience of comparable art museums, especially those without permanent collections, as well as other existing museums in and near San Luis Obispo. The recommendations also emerge from an analysis of the existing SLOMA operation, and of potential resident, school and tourist markets for San Luis Obispo and SLOMA in particular. And the recommendations take into account feedback and direction from internal workshops, an external interview process, the SLOMA strategic plan, and the judgment and experience of the consultant team. The SLOMA Board-approved recommendations became assumptions for a new SLOMA facility and operation that in turn became the basis for capital cost estimates and projections of attendance, operating revenues and expenses for the future SLOMA. Among the key assumptions are the following points: Key Assumptions for Future SLOMA • SLOMA will remain a non-collecting institution for the foreseeable future. This helps to limit the size of the building and the capital and operating cost requirements. • The SLOMA brand will be retained. • The start of construction will be in 2028, which will be tied to the 60th anniversary of SLOMA, with the opening of the new building in 2030. • At this pre-design stage, the net useable square footage for the new building is assumed to be 19,250 net square feet (nsf), of which 9,000 nsf will be gallery/exhibition space, compared to the current 3,814 nsf of exhibition space. The new building will also include a multi-purpose space for programs, events and venue Page 435 of 444 San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 3 rentals and a classroom/artmaking space. Other assumptions include more building and exhibit support and additional office space. • The total building size at this pre-design stage of planning is 26,950 gross square feet, which takes into account circulation, mechanical and electrical spaces, as well as wall thicknesses. • The larger SLOMA facility and more exhibitions, public programs, venue rentals and other revenue generation will require a growth in the SLOMA staff from the current 6.5 FTE to 12.5 FTE. • Rather than the current completely free admission, the assumption is that visitors in the future will be asked to “pay what you can.” This will still allow for free admission to those who believe they cannot afford to pay, but also encourage many visitors to value their experience in SLOMA by donating to it. • With additional spaces and staff, more substantial earned income will be generated from admissions, venue rentals, retail sales, including an integrated coffee bar, artmaking and other public programs, There will also be additional revenues from memberships, donations and sponsorships and the seeking of additional operating funds from government sources. • The capital campaign for the new SLOMA will include raising an additional $1 million in endowment principal. Ideally, the capital fundraising campaign will include a larger endowment amount. Capital/Project Costs At this stage of planning, the capital and project cost estimates total about $54.8 million. This includes construction and demolition costs, other capital costs and contingencies and escalations to the construction bid period in the first quarter of 2028, with assumed construction completion by 2030. In addition to demolition and construction costs, the capital costs include an allowance for furniture, fixtures and equipment, as well as professional and other fees. There is also a preliminary allowance of $2 million for development of a sculpture park, taking site development uncertainties into account, and the acquisition of works of art for the park. Project costs also include an assumed endowment growth of $1 million. Attendance, Operating Revenue and Expense Projections On-site attendance levels are estimated to be a stabilized 75,000 annual visitors. Attendance figures will be higher in the opening two years, especially in Year 1 when the curiosity factor and media coverage lead to a projected attendance of 90,000 annual visitors compared to the current 45,000. The total annual operating budget, in 2024 dollars, is estimated to grow from close to $1 million to the $2.1 to $2.2 million range, which is similar to those of comparable art museums. Earned income levels are projected to stabilize in the range of 32% of Page 436 of 444 San Luis Obispo Museum of Art New Building Facilities and Operations Focused Feasibility Study: Final Report Making the World a Better Place Through Culture Lord Cultural Resources 4 operating revenues, which is also within the common range, compared to the current level of about 11%. After taking operating expenses into account the gap between earned income plus base level figures for private and government support and the operating expenses of the future SLOMA, the additional amount required to break even on operations from private and government sources is projected to be in the range of $424,000 to $490,000 per year. The projections reflect the reality that a substantially expanded and enhanced SLOMA will lead to better service to the community and region and result in increased attendance and earned income, but higher staffing and other operating costs will exceed the revenues that may be generated. Page 437 of 444 Page 438 of 444 1 | P a g e GRANT AGREEMENT SAN LUIS OBISPO MUSEUM OF ART This agreement dated February___2026 is between SAN LUIS OBISPO MUSEUM OF ART, a California non-profit corporation (“SLOMA”) and CITY OF SAN LUIS OBISPO, a California Municipal Corporation and Charter City (“CITY”) (the “Grant Agreement”) with reference to the following: WHEREAS, SLOMA is a long-term lessee of CITY property at 1010 Broad Street located at the corner of Monterey Street and Broad Street, San Luis Obispo, adjacent to Mission Plaza and within CITY’s planned Cultural Arts District, which is the site of the current San Luis Obispo Museum of Art (“1010 Broad Street”); and WHEREAS, CITY and SLOMA have an existing Community Partnership Agreement for the administration of public art, which notes the mutually beneficial relationship between CITY and SLOMA as a way to continue to advance the visual arts, art education, and foster a strong artistic community in San Luis Obispo; and WHEREAS, SLOMA issued a written letter request and submitted its Proposal for Supporting the Future San Luis Obispo Museum of Art: A New Home in the Heart of Downtown (“Proposal”) to City Council on October 30, 2025, which describes SLOMA’s plans to expand from 1010 Broad Street by bringing together three existing storefront properties on Higuera Street between Chorro and Garden (the “New Museum”), while also maintaining and featuring connectivity to the creek walk, Mission Plaza, and the Cultural Arts District; and WHEREAS, SLOMA's proposal indicates that the total project would be implemented in two phases. SLOMA proposal requested that the City Council consider total funding of $2.5 million, of which $500,000 would be used for the first phase to imme diately furnish and activate the new museum space, while the remaining $2 million would be used towards the eventual purchase of the property at a later time; and WHEREAS, at its regularly scheduled meeting on November 4, 2025, the City Council considered the 2024-25 Year End Budget Report, and as per SLOMA’s request, also directed staff to assign funds in the amount of $500,000 as part of the 2nd Quarter 2025-26 Budget Report and further directed staff to prepare this Grant Agreement to be used for Phase 1 of the project, while also directing staff to “include terms that would commit the City to providing funding of some kind toward Phase 2 of the project, subject to further analysis and discussion at a public meeting and with funding allocations determined during future budget actions.” (Council Minutes for November 4, 2025, approved November 18, 2025); and WHEREAS, CITY’s financial support towards implementation of the New Museum being pursued by SLOMA is intended to provide both necessary financial support as well as serve to motivate and catalyze other funders and donors in furtherance of SLOMA’s overall capital campaign and fundraising goals for the New Museum; and WHEREAS, the New Museum will ultimately be available to both residents of the City and visitors alike, thereby serving public purposes in furtherance of CITY’s goals for facilitating Page 439 of 444 2 | P a g e both arts and cultural amenities, as well as contributing to a thriving and prosperous downtown area through economic development activities, and WHEREAS, SLOMA’s plans to expand from 1010 Broad Street and implement the New Museum are consistent with CITY’s Land Use Element of the General Plan (2014), Downtown Concept Plan (2017), Economic Development Strategic Plan (2023), and CITY’s Major City Goal for “Cultural Vitality, Economic Resilience and Fiscal Sustainability” adopted as part of the 2025-27 Financial Plan. NOW, THEREFORE, CITY and SLOMA for and in consideration of the mutual benefits, promises and agreements set forth herein, do agree as follows: 1. Phase I Implementation On or before the date that is three (3) years following the execution of this Grant Agreement, SLOMA shall complete construction of Phase 1 of the New Museum. SLOMA’s failure to comply with this term may result in amendment in accordance with Paragraph 8, provided substantial progress or extenuating circumstances can be documented, or termination of this Grant Agreement as provided herein. 2. Grant Amount and Allowed Expenses City agrees to pay SLOMA a one-time only grant on a reimbursement basis, as provided in Section 4, in an amount up to $500,000 (“Grant Funds”), to be used towards implementation and activation of the New Museum, subject to the conditions set forth herein. The Grant Funds shall only be used for costs directly related to Phase 1 of the New Museum as specified below. CITY’s Grant Funds may only be used for “soft” costs, or expense items that are not considered direct construction costs, such as the purchase of furniture and other items supporting the operations and maintenance of the New Museum (“Eligible Costs”). If there is a dispute about whether a project cost is an Eligible Cost, CITY shall have final determination of whether the cost is an Eligible Cost. SLOMA acknowledges and represents that the Grant Funds will not be used for construction of any element of the New Museum, including any architectural, engineering, direct construction, demolition, or alteration costs defined as contractor expenses for labor, project management, installation, materials, equipment, utilities and other direct construction costs. 3. Conditions Precedent to Funding SLOMA shall satisfy the following required conditions prior to any disbursement of Grant Funds by CITY. With respect to any requested reimbursement, SLOMA shall: a. Maintain its 501(c)(3) non-profit status. b. Shall secure all other grant funds, donations, pledges, or financing necessary to complete Phase 1 of the New Museum, inclusive of the amount of Grant Funds provided by the CITY pursuant to this Grant Agreement, and shall first utilize (or provide for first utilizing) all other grant funds, donations, or financing then available (collectively “Other Available Funding”) for the New Museum prior to any request for reimbursement from CITY. However, SLOMA’s initial reimbursement request for Grant Funds may be made prior to complete exhaustion of Other Available Page 440 of 444 3 | P a g e Funding, as necessary, to ensure continued availability of funding to complete the New Museum. c. Secure all necessary project entitlements and building permit(s) for Phase 1 of the New Museum that may be applicable as further described in Paragraph 6, below. d. Submit for CITY review and approval a fundraising plan demonstrating project feasibility, including cost estimating and project schedule. e. Submit for CITY review and approval forecasted budgets for the first three years of operating the New Museum demonstrating a fiscally sustainable business model. f. Identify additional public benefits associated with the New Museum that can reasonably be facilitated and implemented, such as public art in the creek walk area or similar. 4. Reimbursement Requests Upon satisfaction of the conditions identified in Section 3, reimbursement payment requests for Eligible Costs shall be submitted to CITY’s Deputy City Manager. Reimbursement payment requests shall include supporting documentation including itemized invoices or other evidence that supports the request. Reimbursement payment requests may be submitted on a bi-monthly (twice per month) basis and will be reviewed and approved for reimbursement by the CITY in a timely manner, and CITY will make best efforts to process and pay reimbursement requests within fifteen (15) business days from the date of such payment request, provided that sufficient documentation supporting the reimbursement request is provided to CITY. Sufficiency of payment documentation shall be in the sole but reasonable discretion of the CITY and CITY reserves the right to request and receive additional reasonable documentation to support SLOMA’s reimbursement requests and as may be appropriate to aid in City’s determination of whether the requested reimbursement payment is for an Eligible Cost. 5. Use of Grant Funds at Other Sites If SLOMA determines that implementation of Phase 1 of the New Museum at the specified site is impractical or inadvisable for any reason, then SLOMA may not use the Grant Funds for any other purpose without prior written approval of the City Council. 6. Permits SLOMA shall apply for and obtain all necessary building and other related permits and project entitlements necessary to implement the New Museum in conformance with local, state, and federal laws. This Grant Agreement does not authorize the construction or tenant improvement of the New Museum or otherwise alter, impact, or interfere with the exercise of CITY’s independent regulatory and land use authority. 7. Funding Source Recognition SLOMA will ensure recognition of the role of CITY in providing funding through this Grant Agreement. CITY shall be identified as a funding source in all applicable publications, press releases, social media outreach and similar fundraising promotions. 8. Amendments and Phase 2 Funding CITY and SLOMA may amend this Grant Agreement at any time provided that such amendments make specific reference to this Grant Agreement, and are executed in writing, signed by a duly authorized representative of each organization, and approved by the City Council. Such amendments will not invalidate this Grant Agreement, nor relieve or release Page 441 of 444 4 | P a g e either CITY or SLOMA from its obligations under this Grant Agreement, except as expressly provided in writing in any such duly executed amendments. It is expressly anticipated that this Grant Agreement may be amended to provide additional funding support towards Phase 2 of the New Museum expansion project, as that Phase is defined and described in SLOMA’s Proposal. To be considered for future Phase 2 funding, at a minimum SLOMA shall: a. Satisfactorily complete and be in good standing with CITY for all items listed under Paragraphs 3 and 9, herein. b. Submit a detailed Phase 2 project description and supportive justification for the funding request. c. Submit sufficient due diligence items suitable for CITY’s review to ensure any expenditure of public funds is appropriately supported and documented. CITY shall have no obligation whatsoever to enact and approve an amendment to provide additional funding of any amount, which is subject to the actual availability of funds at the time a request is made and is within the then-seated City Council’s sole discretion. 9. Quarterly Reports and Financial Assurance SLOMA shall provide quarterly reports on both Phase 1 of the New Museum and the ongoing operations and activation of 1010 Broad Street, including the use of CITY Grant Funds, if any, during the reporting period. These reports shall be due at the end of the first month after the end of the calendar quarter (i.e. January, April, July, and September) and submitted to the Deputy City Manager. The quarterly reports should include percentage of completion, other available funding on hand or then receivable, and work anticipated to be completed in the following quarter. CITY reserves the right to request and receive copies of invoices, account statements, or audits of SLOMA’s financial records pertinent to implementation of Phase 1 of the New Museum and in CITY’s sole discretion, to withhold reimbursement payments until satisfactory reports and supporting documentation are received. 10. Assignability SLOMA shall not assign or transfer any interest in this Grant Agreement without the prior written consent of the City Council. 11. Conflict of Interest No member of the CITY’s governing body and no other public official of such locality, who exercises any functions or responsibilities in connection with the planning or carrying out of the New Museum project, will have any personal financial interest, direct or indirect, in this Grant Agreement. SLOMA will also take any and all steps and enact appropriate policies to assure compliance. 12. Severability If any provision of this Grant Agreement is held invalid, the remainder of the Grant Agreement will not be affected thereby and all other parts of this Grant Agreement will nevertheless remain in full force and effect. Page 442 of 444 5 | P a g e 13. Entire Agreement This Grant Agreement constitutes the entire agreement between CITY and SLOMA for the use of funds received under this Grant Agreement and shall supersede all prior communications and proposals, whether electronic, oral, or written between CITY and SLOMA with respect to this Grant Agreement. 14. No Agency or Employment SLOMA is solely responsible for all activities supported by this Grant Agreement. Nothing in this Grant Agreement creates a partnership, agency, joint venture, employment, or any other type of relationship between SLOMA and CITY. SLOMA shall not represent itself as an agent of CITY for any purpose and has no authority to bind CITY in any manner whatsoever. SLOMA and all of its agents, representatives, or participants in any manner in the performance of its obligations and duties hereunder, shall be employees, independent contractors, or volunteers solely of SLOMA. They shall not for any purpose be considered employees or agents of CITY. 15. Indemnification SLOMA agrees, to the fullest extent permitted by law, to defend, indemnify, and hold harmless CITY its officers, directors, affiliates, employees, and agents (“City Indemnitees”), from and against any and all claims, liabilities, losses and expenses (including reasonable attorney’s fees) directly, indirectly, wholly or partially arising from or in connection with any act or omission of SLOMA, its employees or agents, in applying for, accepting, or use of the Grant Funds, or in carrying out the New Museum project as set forth. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from SLOMA’s performance under this Grant Agreement, SLOMA shall provide a defense to the City Indemnitees or at the City’s option, reimburse the City Indemnitees their costs of defense, including reasonable legal fees, incurred in defense of such claims. 16. Termination The City Manager may, within reasonable discretion, initiate termination of this Grant Agreement in the event of any material breach of the terms of this Grant Agreement by SLOMA. Material breach includes breach of Sections 1-7, 9 and 15 of this Grant Agreement, but does not include minor delays in reporting or other delays in obligations set forth herein caused through no fault of SLOMA, as well as administrative or clerical errors made in good faith. Upon the City Manager’s written notice of breach, SLOMA shall have forty-five (45) calendar days to cure any such breach (the “Notice of Breach”). Should SLOMA fail to cure or provide documentation of substantial progress towards curing such breach within forty-five (45) calendar days of the date of the Notice of Breach, the City Manager shall provide written notice of termination of this Grant Agreement (the “Notice of Termination”). Said termination shall be effective thirty (30) calendar days after the City Manager mails the Notice of Termination to SLOMA. Any remaining Grant Funds in excess of then unpaid Eligible Costs, as defined in Section 2, actually incurred as of the date of notice of termination shall revert to CITY upon the effective date of termination. 17. Notices For purposes of notice under this Grant Agreement, all notices shall be considered effective upon being sent by certified mail to the following addresses: Page 443 of 444 6 | P a g e CITY: City of San Luis Obispo 990 Palm Street San Luis Obispo, CA 93401 Attn: City Manager SLOMA: San Luis Obispo Museum of Art 1010 Broad Street San Luis Obispo, CA 93401 Attn: Executive Director CITY OF SAN LUIS OBISPO, A MUNICIPAL CORPORATION By: Whitney McDonald City Manager SAN LUIS OBISPO MUSEUM OF ART, A CALIFORNIA NON-PROFIT CORPORATION By: ___________ Leann Standish Executive Director APPROVED AS TO FORM: By: Christine Dietrick City Attorney Page 444 of 444 1 San Luis Obispo Museum of Art Draft Grant Agreement City Council Meeting –February 17, 2026 2 Recommendation Adopt a Draft Resolution entitled,“A Resolution of the City Council of the City of San Luis Obispo finding that a Grant Agreement with the San Luis Obispo Museum of Art is of public benefit in accordance with California Government Code Section 53083 and approving the Grant Agreement”to: 1.Find that a Grant Agreement serves the public interest of the City of San Luis Obispo by advancing arts and culture,economic development,and other public benefits;and 2.Approve the Grant Agreement between the City of San Luis Obispo and the San Luis Obispo Museum of Art and authorize the City Manager to execute the agreement in a final form satisfactory to the City Attorney. 3 New Museum Renderings Higuera Street Perspetive 4 New Museum Renderings Museum Gallery Interior Perspective 5 New Museum Renderings Museum Gallery Interior Perspective 6 New Museum Renderings Museum Exterior Patio Perspective 7 Policy Context & Background Policy Context •Land Use Element of the General Plan (2014) •San Luis Obispo Downtown Concept Plan (2017) •Economic Development Strategic Plan (2023) •Major City Goal: “Cultural Vitality, Economic Resilience, Fiscal Sustainability (2025-27) •Economic Development Subsidy requirements, California Government Code, Section 53083. Background •City and SLOMA have public / private partnership that stretches back over 60 years •SLOMA existing museum spaces leases City property at 1010 Broad Street •Over the past five years, SLOMA has built a strong staff and Board and has investigated its needs for assembling a contemporary museum space of sufficient size and characteristics to meet their needs •SLOMA submitted to the City Council its Proposal for Supporting the Future San Luis Obispo Museum of Art: A New Home in the Heart of Downtown, which describes a new, expanded museum space occupying 24,000 square feet across three existing storefronts along Higuera Street with connectivity to the creek walk and Cultural Arts District •On November 4, 2025, Council directed staff to return with a draft Grant Agreement for $500,000 is support of Phase 1. 8 Key Highlights of Lease Agreement 1.The Grant Agreement is for a three-year term for Phase 1 implementation. 2.The City’s funds are a one-time grant of up to $500,000, paid on a reimbursement basis, to be used for eligible soft costs only. 3.SLOMA shall secure all other project funds for Phase 1, all necessary project entitlements and building permits, and shall submit to the City a fundraising plan and three-year budget forecast demonstrating project feasibility. 4.SLOMA shall identify additional public benefits, such as public art in the creek walk area, or similar, that can reasonably be implemented or facilitated. 5.The Grant Agreement requires public recognition of the City as a funding source and project partner. 6.SLOMA shall submit quarterly reporting and financial assurance documentation. 7.The Amendment paragraph specifies the conditions under which potential Phase 2 funding may be considered, per SLOMA’s Proposal. These items include satisfactorily completing all required elements of Grant Agreement during implementation of Phase 1, submitting a detailed project description and supportive justification for the additional funding request, and submitting sufficient due diligence items for the City’s review to ensure expenditure of its funds is supported and documented. 8.The Grant Agreement includes standard terms and conditions including Conflict of Interest, Indemnification, and Termination. 9 Economic Development Subsidy •Under California Government Code Section 53083, the City is required to provide specified information in written form available to the public, through its website, for any economic development subsidy within its jurisdiction and to provide public notice and a hearing regarding the subsidy. An “economic development subsidy” is defined in relevant part under the Government Code as “any expenditure of public funds or loss of revenue to a local agency in the amount of one hundred thousand dollars ($100,000) or more, for the purpose of stimulating economic development within the jurisdiction of a local agency, including, but not limited to . . . grants . . . [and] land price subsidies.” (Cal. Gov. Code § 53083(g)(1)). •The City Council is considering $500,000 in grant funding toward the new, expanded SLOMA museum space. •The following information is required to be considered as part of a Public Hearing (see next slides): 10 Economic Development Subsidy (1) The name and address of all corporations or any other business entities, except for sole proprietorships, that are the beneficiary of the economic development subsidy, if applicable. San Luis Obispo Museum of Art, A California Non-Profit. 1010 Broad Street San Luis Obispo, CA 93401 (2) The start and end dates and schedule, if applicable, for the economic development subsidy. The start date is upon entry into the Grant Agreement. City of San Luis Obispo grant funding would be required to be expended within three years following the start date, unless otherwise amended. (3) A description of the economic development subsidy, including the estimated total amount of the expenditure of public funds by, or of revenue lost to, the local agency as a result of the economic development subsidy. The total amount of direct expenditures of public funds is $500,000.00. 11 Economic Development Subsidy (4) A statement of the public purposes for the economic development subsidy. The public purpose for the economic development subsidy is to support arts and cultural activities in the downtown area of San Luis Obispo, which is expected to generate direct and indirect local economic impact benefits. (5) Projected tax revenue to the local agency as a result of the economic development subsidy. According to data provided by SLOMA and the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024), the operation of SLOMA’s new museum space will result in $123,500 in local government revenue and will generate $4,926,203 million in total expenditures an annual basis. SLOMA will be subject to possessory interest property tax, however as the tenant improvements for the new museum space are not yet constructed, it is not yet known what the assessment and taxing rate will be. (6) Estimated number of jobs created by the economic development subsidy, broken down by full-time, part-time, and temporary positions. According to data provided by SLOMA and the Americans for the Arts: Arts and Economic Prosperity 6 report (January 2024), the operation of the new museum space will generate 93 jobs. Employment data contained in this report is based on the underlying IMPLAN model and is an annual average headcount of full time, part time, and seasonal employment using the same definitions as the U.S.A. Bureau of Economic Analysis Regional Economic Accounts and the U.S. Bureau of Labor Statistics Census of Employment and Wages. 12 Next Steps 1.Staff will continue to work closely with SLOMA and will establish a regular meeting cadence to maintain timely communication, support project delivery, and ensure proper oversight of grant funds and reporting requirements. 2.If SLOMA is able to complete property negotiations and fundraising plans towards the eventual purchase of the buildings and timely complete the conditions precedent to being considered for Phase 2 funding, staff will provide options and recommendations regarding additional funding at a regularly scheduled budget hearing, with the next available opportunity being the June 2, 2026, meeting regarding the 2026-27 Budget Supplement. 3.SLOMA’s overall fundraising goal is $20 million (or $10 million each for Phase 1 and 2), and they have secured $7.7 million for Phase 1 and $3.2 million for Phase 2. SLOMA has also successfully completed the Challenge Grant that the City was asked to participate in. 13 Recommendation Adopt a Draft Resolution entitled, “A Resolution of the City Council of the City of San Luis Obispo finding that a Grant Agreement with the San Luis Obispo Museum of Art is of public benefit in accordance with California Government Code Section 53083 and approving the Grant Agreement” to: 1. Find that a Grant Agreement serves the public interest of the City of San Luis Obispo by advancing arts and culture, economic development, and other public benefits; and 2. Approve the Grant Agreement between the City of San Luis Obispo and the San Luis Obispo Museum of Art and authorize the City Manager to execute the agreement in a final form satisfactory to the City Attorney. 14