HomeMy WebLinkAbout07/22/2026 STUDY SESSION AGENDA PACKET
CITY COUNCIL STUDY SESSION AGENDA
JULY 22, 2026 5:00 PM
345 6th Street, Suite 100, Bremerton, WA 98337 - Phone (360) 473-5280
Council Conference Room 603 will be open to the public to attend the Study Session in-person, but
there will be no opportunities for input. Public questions or comments may be submitted at any time
to City.Council@bremertonwa.gov.
Please remember that the content of the Agenda Bill items is subject to change; and no action at
the Study Session is anticipated.
Please visit https://www.bremertonwa.gov/691/Council-Meetings to review the Agenda & Study Session
Packet; and for instructions on how to join the meeting via Zoom.
A. AGENDA BILL BRIEFINGS
1. Lease Agreement with United States of America regarding Historic Building 50 (Puget Sound
Navy Museum)
2. Continued Discussion on FY 2027 Lodging Tax Funding Priorities
B. GENERAL COUNCIL BUSINESS
1. Public Works Committee Briefing (Last Meeting 7/21/26) – Vice Chair Anna Mockler
2. Regional and Other Committee/Board Briefings
3. Other General Council Business (As necessary and as time allows)
C. EXECUTIVE SESSION
1. 15-Minutes to discuss with legal counsel about legal risks of current or proposed action as
allowed under RCW 42.30.110 (1) (i) No action anticipated
D. ADJOURNMENT OF STUDY SESSION
AGENDA BILL
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Study Session Date: July 22, 2026
Lease Agreement with United States of
America regarding Historic Building 50
(Puget Sound Navy Museum)
COUNCIL MEETING Date: August 5, 2026
Department: Public Works &Utilities
Presenter: Chance Berthiaume
Phone: (360) 473-5929
SUMMARY: The proposed lease allows the Navy Museum and the United States of America
continued occupancy and use of a portion Historic Building 50 (Puget Sound Navy Museum).
ATTACHMENTS: 1) Proposed Lease; 2) Power Point Presentation; and 3) Supplemental Information
Added 7/22 3:00 PM
FISCAL IMPACTS (Include Budgeted Amount): No Budget Impact
STUDY SESSION ACTION: ☐ Consent Agenda ☐ General Business ☐ Public Hearing
RECOMMENDED MOTION:
Move to approve lease for Real Property with United States of America for use and occupancy of
Historic Building 50 and authorize the Mayor to finalize and execute the agreement with substantially
the same terms and conditions as presented.
COUNCIL ACTION: Approve Deny Table Continue No Action
Form Updated 04/19/2024
A1
STANDARD FORM 2
NAVFAC NW VERSION (REV 07/2017)
GENERAL SERVICES ADMINISTRATION
06/2003 FPR (41 CFR) 1-16.601
U.S.GOVERNMENT
LEASE FOR REAL PROPERTY
DATE OF LEASE LEASE NO.
THIS LEASE, made and entered into this date by and between
whose mailing address is:
WITNESSETH: The parties hereto for the considerations hereinafter mentioned, covenant and agree as follows:
1.The Lessor hereby leases to the Government the following described premises to be used for
2.TO HAVE AND TO HOLD the said premises with their appurtenances for the t erm beginning on
through , subject to termination and renewal rights as may be hereinafter set forth.
3. The Government shall pay the Lessor annual rent of $ at the rate of $ per in arrears.
Rent for a lesser period shall be prorated. Rent checks shall be made payable to:
4. The Government may terminate this lease at any time by giving at least days’ notice, in writing, to the Lessor and no
rental shall accrue after the effective date of the termination. Said notice shall be computed commencing with the day after the date of
mailing.
5.This lease may be renewed at the option of the Government, for the following terms and at the following rental:
provided notice be given in writing to the Lessor at least days before the end of the original lease term or any renewal term; all
other terms and conditions of this lease shall remain the same during any renewal term. Said notice shall be computed commencing
with the day after the date of mailing.
ACCOUNTING CLASSIFICATION TO BE CHARGED (DISBURSEMENT)
A.CUST ACRN B. APPROPRIA-
TION
C. SUB-
HEAD
D. OBJ.
CLASS
E. BU-
CONTROL
F.
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I.
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COST CODE
K.
AMOUNT PIIN ACRN
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01-Oct-2026
RESET
N4425526RP00036
City of Bremerton
345 6th Street, Suite 600
Bremerton, WA 98337
government purposes.
Exclusive space for use by Puget Sound Navy Museum (PSNM) in the basement, first, second and third floors of
Historic Building 50, located at 251 1st Street, Bremerton WA 98337, and common spaces as shown in
Exhibit A - Premises.
01 October 2026
30 September 2036
0.0 Year
N/A.
This succeeding lease is offered without monetary consideration for good and valuable mutual benefits as a result of
conveyances authorized per Section 2845 of National Defense Authorization Act of 2004.
60
There are no renewal periods. The Government and Lessor may modify the lease to extend the term by mutual
agreement or enter into a succeeding lease, provided notice is given in writing to the Lessor at least 90 days before
the end of the original lease term.
and whose interest in the property hereinafter described as that of Owner, hereinafter called the Lessor and the
UNITED STATES OF AMERICA hereinafter called the Government.
0.0
6.The Lessor shall furnish to the Government, as part of the rental condition, the following:
7.The following are attached and made a part hereof:
8.The following changes were made to this lease prior to its execution:
9.Using Activity:10.Paying Office:
Defense Finance and Accounting Service
Cleveland Center
P.O. Box 998024
Cleveland OH 44199-8024
IN WITNESS WHEREOF, the parties hereto have hereunto subscribed their names as of the date first above written.
LESSOR
BY _______________________________________________
(Signature)
___________________________________________________
(Official Title)
BY _______________________________________________
(Signature)
____________________________________________________
(Official Title)
IN PRESENCE OF
BY _______________________________________________
(Signature)
____________________________________________________
(Official Title)
UNITED STATES OF AMERICA
BY: ________________________________________________
(Signature)
____________________________________________________
(Official Title)
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a. Water and electrical service.
b. Building systems and exterior maintenance, excluding maintenance for Mass Communication System and
CCTV Security Camera system and dehumidification/humidification climate control system (system-specific
equipment and HVAC integrated devices installed throughout the basement collections storage area, the first and
second floor exhibit galleries, and building exterior).
c. Grounds maintenance.
d. Normal HVAC for public spaces, excluding maintenance for the dehumidification/humidification climate
control system (system-specific equipment and HVAC integrated devices installed throughout the basement
collections storage area, the first and second floor exhibit galleries, and building exterior).
e. Provide museum personnel with keys for unlimited access to museum spaces.
f. Provide normal operational access to elevators, service areas, loading docks, and entry ways pertaining to
the premises.
Janitorial services throughout Government's exclusive space is responsibility of Government.
Real Estate Contracting Officer
Puget Sound Navy Museum
251 1st Street
Bremerton, WA 98337
Exhibit A - Premises
Exhibit B - GSA Form 3517A General Clauses
Exhibit C - GSA Form 3518A Representations and Certifications
Exhibit D - Special Clause
GSA Form 3517A Clauses FAR 52.222.21 and FAR 52.222.26 removed in accordance with Executive Orders
14168 and 14173 and Under Secretary of Defense (A&S) Memo, DARS Tracking Number 2025-O0003.
ANNA C. BORER
Greg Wheeler, Mayor
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GENERAL CLAUSES
(Acquisition of Leasehold Interests in Real Property for Leases at or Below the Simplified Lease
Acquisition Threshold - SLAT)
CLAUSE NO. 48 CFR REF. CLAUSE TITLE
1 GSAR 552.270-4 DEFINITIONS (DEVIATION)
2 GSAR 552.270-6 MAINTENANCE OF THE PROPERTY, RIGHT TO INSPECT
(DEVIATION)
3 GSAR 552.270-7 FIRE AND CASUALTY DAMAGE (DEVIATION)
4 GSAR 552.270-9 INSPECTION – RIGHT OF ENTRY
5 GSAR 552.270-10 DEFAULT BY LESSOR (DEVIATION)
6 GSAR 552.270-20 PAYMENT (DEVIATION)
7 GSAR 552.270-27 INTEGRATED AGREEMENT (DEVIATION)
8 GSAR 552.270-14 CHANGES (DEVIATION)
9 GSAR 552.270-8 COMPLIANCE WITH APPLICABLE LAW (DEVIATION)
10 FAR 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR
INFORMATION SYSTEMS
11 FAR 52.204-30 FEDERAL ACQUISITION SUPPLY CHAIN SECURITY ACT
ORDERS – PROHIBITION
12 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE
13 Clauses incorporated by reference include:
FAR 52.204-2 SECURITY REQUIREMENTS
FAR 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR
PERSONNEL
FAR 52.204-10 REPORTING EXECUTIVE COMPENSATION AND FIRST TIER
SUBCONTRACT AWARDS
FAR 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE
FAR 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS
AND CERTIFICATIONS
FAR 52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE,
SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED BY
KASPERSKY LAB AND OTHER COVERED ENTITIES
FAR 52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN
TELECOMMUNICATIONS AND VIDEO SURVEILLANCE
SERVICES OR EQUIPMENT
Exhibit B N4425526RP00036
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FAR 52.204-27 PROHIBITION ON A BYTEDANCE COVERED APPLICATION
FAR 52.209-6 PROTECTING THE GOVERNMENT’S INTEREST WHEN
SUBCONTRACTING WITH CONTRACTORS DEBARRED,
SUSPENDED, OR PROPOSED FOR DEBARMENT
FAR 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR
PRICING DATA
FAR 52.215-12 SUBCONTRACTOR CERTIFIED COST OR PRICING DATA
FAR 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR
HUBZONE SMALL BUSINESS CONCERNS
FAR 52.219-9 SMALL BUSINESS SUBCONTRACTING PLAN
FAR 52.219-16 LIQUIDATED DAMAGES – SUBCONTRACTING PLAN
FAR 52.219-28 POST-AWARD SMALL BUSINESS REREPRESENTATION
FAR 52.222-21 PROHIBITION OF SEGREGATED FACILITIES
FAR 52.222-26 EQUAL OPPORTUNITY
FAR 52.222-35 EQUAL OPPORTUNITY FOR VETERANS
FAR 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES
FAR 52.222-37 EMPLOYMENT REPORTS ON VETERANS
FAR 52.223-6 DRUG-FREE WORKPLACE
FAR 52.232-23 ASSIGNMENT OF CLAIMS
FAR 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER SYSTEM –
SYSTEM FOR AWARD MANAGEMENT
FAR 52.233-1 DISPUTES
GSAR 552.204-9 PERSONAL IDENTITY VERIFICATION REQUIREMENTS
GSAR 552.270-12 ALTERATIONS
GSAR 552.270-16 ADJUSTMENT FOR VACANT PREMISES
GSAR 552.270-28 MUTUALITY OF OBLIGATION
GSAR 552.270-31 PROMPT PAYMENT
1.GSAR 552.270-4 DEFINITIONS (AUG 2023) (DEVIATION)
When a solicitation or contract uses a word or term that is defined in the Federal Acquisition Regulation
(FAR) or General Services Acquisition Manual (GSAM), the word or term has the same meaning as the
definition in FAR 2.101, GSAM 502.101, or GSAM 570.102 in effect at the time the solicitation was issued
or lease contract was awarded, unless -
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(a)The solicitation, amended solicitation, or lease contract provides a different definition
(e.g., R100, L100);
(b)An applicable part, subpart, or section of the FAR or GSAM provides a different meaning.
2.GSAR 552.270-6 MAINTENANCE OF THE PROPERTY, RIGHT TO INSPECT (SEP 2022)
(DEVIATION)
The Lessor shall maintain the property, including the building, building systems, and all equipment, fixtures,
and appurtenances furnished by the Lessor under this lease, in good repair and tenantable condition so
that they are suitable in appearance and capable of supplying such heat, air conditioning, light, ventilation,
safety systems, access and other things to the premises, without reasonably preventable or recurring
disruption, as is required for the Government’s access to, occupancy, possession, use and enjoyment of
the premises as provided in this lease.
(a)For the purpose of so maintaining the premises, the Lessor may at reasonable times enter the
premises with the approval of the authorized Government representative in charge.
(b)Upon request of the Lease Contracting Officer (LCO), the Lessor shall provide written
documentation that building systems have been properly maintained, tested, and are
operational within manufacturer's warranted operating standards.
(c)The Lessor shall maintain the premises in a safe and healthful condition according to applicable
OSHA standards and all other requirements of this lease, including standards governing indoor
air quality, existence of mold and other biological hazards, presence of hazardous materials,
etc.
(d)The Government shall have the right, at any time after the lease award date and during the
term of the lease, to inspect all areas of the property to which access is necessary for the
purpose of determining the Lessor’s compliance with this clause.
3.GSAR 552.270-7 FIRE AND CASUALTY DAMAGE (SEP 2022) (DEVIATION)
(a)If the building in which the premises are located is totally destroyed or damaged by fire or other
casualty, this lease shall immediately terminate.
(b)If the building in which the premises are located are only partially destroyed or damaged, so as
to render the premises untenantable, or not usable for their intended purpose:
(1)The Lessor shall have the option to elect to repair and restore the premises or
terminate the lease.
(2)Unless otherwise approved by the Lease Contracting Officer, the Lessor shall be
permitted a reasonable amount of time, not to exceed 270 days from the event of
destruction or damage, to repair or restore the premises, provided that the Lessor
submits to the Government a reasonable schedule for repair of the premises within 60
days of the event of destruction or damage.
(i)If the Lessor fails to timely submit a reasonable schedule for completing the
work, the Government may elect to terminate the lease effective as of the date
of the event of destruction or damage.
(ii)If the Lessor elects to repair or restore the premises, but fails to repair or
restore the premises within 270 days from the event of destruction or damage,
or fails to diligently pursue such repairs or restoration so as to render timely
completion commercially impracticable, the Government may terminate the
lease effective as of the date of the destruction or damage.
(3)During the time that the premises are unoccupied, rent shall be abated. Termination of
the lease by either party under this clause shall not give rise to liability for either party.
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(4)Nothing in this lease shall be construed as relieving Lessor from liability for damage to
or destruction of property of the United States of America caused by the willful or
negligent act or omission of Lessor.
4.GSAR 552.270-9 INSPECTION – RIGHT OF ENTRY (SEP 1999)
a)At any time and from time to time after receipt of an offer (until the same has been duly
withdrawn or rejected), after acceptance thereof and during the term, the agents, employees
and contractors of the Government may, upon reasonable prior notice to Offeror or Lessor,
enter upon the offered premises or the premises, and all other areas of the building access to
which is necessary to accomplish the purposes of entry, to determine the potential or actual
compliance by the Offeror or Lessor with the requirements of the solicitation or this lease, which
purposes shall include, but not be limited to:
(1)Inspecting, sampling and analyzing suspected asbestos-containing materials and air
monitoring for asbestos fibers;
(2)Inspecting the heating, ventilation and air conditioning system, maintenance records,
and mechanical rooms for the offered premises or the premises;
(3)Inspecting for any leaks, spills, or other potentially hazardous conditions which may
involve tenant exposure to hazardous or toxic substances; and
(4)Inspecting for any current or past hazardous waste operations, to ensure that
appropriate mitigative actions were taken to alleviate any environmentally unsound
activities in accordance with Federal, State and local law.
b)Nothing in this clause shall be construed to create a Government duty to inspect for toxic
materials or to impose a higher standard of care on the Government than on other lessees.
The purpose of this clause is to promote the ease with which the Government may inspect the
building. Nothing in this clause shall act to relieve the Lessor of any duty to inspect or liability
which might arise as a result of Lessor’s failure to inspect for or correct a hazardous condition.
5.GSAR 552.270-10 DEFAULT BY LESSOR (JUL 2023) (DEVIATION)
Occurrence of the following constitutes default by the Lessor and gives rise to the following rights
and remedies of the Government:
(a)Prior to acceptance of the space. Failure by the Lessor to perform diligently any obligations
required for acceptance of the space or other required improvements within the times
specified, other than due to an excusable delay, shall constitute a default by the Lessor.
Subject to provision of notice of default to the Lessor, and provision of a reasonable
opportunity for the Lessor to cure its default, the Government may, in its sole discretion,
terminate the lease on account of the Lessor's default.
(b)After acceptance of the space. Failure by the Lessor to perform any service, to provide any
item, or satisfy any requirement of this lease, other than due to an excusable delay,
constitutes a default by the Lessor. Subject to provision of notice of default to the Lessor, and
provision of a reasonable opportunity for the Lessor to cure its default, the Government may,
in its sole discretion, take one or more of the following actions:
(1)Perform the service, provide the item, or obtain satisfaction of the requirement by its
own employees or contractors. If the Government elects to take such action, the
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Government may deduct from rental payments its costs, including administrative
costs, incurred in connection with taking the action;
(2) Reduce the rent by an amount reasonably calculated to approximate the cost or
value of the service not performed, item not provided, or requirement not satisfied,
such reduction effective as of the date of the commencement of the default condition.
If default renders the leased premises untenable, the reduction of rent may be
calculated as the prorated portion of the monthly rent represented by all such days
the leased premises is untenantable;
(3) Terminate the lease if:
(i) The Lessor's default persists notwithstanding provision of notice and reasonable
opportunity to cure by the Government, or
(ii) The Lessor fails to take such actions as are necessary to prevent the recurrence
of default conditions, and such conditions substantially impair the safe and
healthful occupancy of the premises, or render the premises unusable for its
intended purposes.
(c) Damages. The Lessor and the Lessor sureties, if any, are jointly and severally liable for any
damages to the Government resulting from default or termination, as provided in this clause.
(1) Damages include all costs associated with the replacement lease(s), which include
but are not limited to the following: the Government’s aggregate rent, estimated real
estate taxes, operating costs, administrative costs, or other reprocurement costs.
(2) If the Government procures replacement premises for a term (including all option
terms) in excess of this lease term, the Lessor is not liable for excess Government
rent or adjustments during such excess lease term.
(3) Damages to which the Government is entitled to under this clause are due and
payable thirty (30) days following the date the Lessor receives notice from the
Contracting Officer specifying such damages.
(d) Excusable delays.
(1) The Government shall not terminate this lease under this clause nor charge the
Lessor with damages under this clause, if:
(i) the delay in substantially completing any work or performing any services arises
from excusable delays, and
(ii) the Lessor, within ten (10) days from the beginning of any such delay (unless
extended in writing by the Contracting Officer) provides notice to the Contracting
Officer of the causes of delay.
(2) The Contracting Officer shall ascertain the facts and the extent of delay. If the facts
warrant, the Contracting Officer shall extend the delivery date commensurate with the
delay at no additional costs to the Government. A time extension is the sole remedy
of the Lessor.
(e) No deduction from rent, termination of lease, or any other action pursuant to this clause will
constitute a default by the Government under this lease.
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(f) The rights and remedies specified in this clause are in addition to any and all remedies to
which the Government may be entitled as a matter of law.
6. GSAR 552.270-20 PAYMENT (AUG 2023) (DEVIATION)
(a) When space is offered and accepted, ANSI/BOMA Occupant Area (ABOA) square footage
delivered will be confirmed by either:
(1) The Government’s measurement of plans submitted by the successful offeror as approved by
the Government, and an inspection of the space to verify that the delivered space conforms with such
plans; or
(2) A mutual on-site measurement of the space if the Contracting Officer determines it
necessary.
(b) The Government will not pay for space in excess of the amount of ABOA square footage stated
in the lease.
(c) If the amount of ABOA square footage delivered is less than the amount agreed to in the lease,
the lease will be modified to reflect the amount of ABOA space delivered and the annual rental will be
adjusted as follows:
ABOA square feet not delivered multiplied by one plus the common area factor (CAF), multiplied by the
rate per rentable square foot (RSF). That is:
(d) Common Area Factor (CAF). The CAF is expressed as a percentage of the difference between
the amount of rentable square feet (SF) and ABOA SF, divided by the ABOA SF. For example 11,500
RSF and 10,000 ABOA SF will have a CAF of 15% (11,500 RSF-10,000 ABOA SF)/10,000 ABOA SF.
(e) Rentable Square Footage (RSF). The RSF is calculated using the following formula for each type
of space (e.g., office, warehouse, etc.) included in the premises: ABOA SF of Space x (1 + CAF) = RSF.
7. GSAR 552.270-27 INTEGRATED AGREEMENT (SEP 2022) (DEVIATION)
This lease, upon execution, contains the entire agreement of the parties and no prior written or oral
agreement, express or implied, shall be admissible to contradict the provisions of the lease. Except
as expressly attached to and made a part of the lease, neither the request for lease proposals nor
any pre-award communications by either party shall be incorporated in the lease.
8. GSAR 552.270-14 CHANGES (SEP 2022) (DEVIATION)
(a) The Lease Contracting Officer (LCO) may at any time, by written order, direct changes to the
tenant improvements within the space, building security requirements, or the services required
under the lease.
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(b) If any such change causes an increase or decrease in Lessor’s cost or time required for
performance of its obligations under this lease, whether or not changed by the order, the Lessor
shall be entitled to an amendment to the lease providing for one or more of the following:
(1) An adjustment of the delivery date.
(2) An equitable adjustment in the rental rate.
(3) A lump sum equitable adjustment. or
(4) An adjustment of the operating cost base, if applicable.
(c) The Lessor must assert its right to an amendment under this clause within 30 days from the
date of receipt of the change order and must submit a proposal for adjustment. Failure to agree
to any adjustment shall be a dispute under the Disputes clause. However, the pendency of an
adjustment or existence of a dispute shall not excuse the Lessor from proceeding with the
change as directed.
(d) Absent a written change order from the LCO, or from a Government official to whom the LCO
has explicitly and in writing delegated the authority to direct changes, the Government is not
liable to Lessor under this clause.
9. GSAR 552.270-8 COMPLIANCE WITH APPLICABLE LAW (SEP 2022) (DEVIATION)
Lessor shall comply with all Federal, state, tribal, and local laws applicable to its ownership and
leasing of the property, including, without limitation, laws applicable to the construction, ownership,
alteration or operation of all buildings, structures, and facilities located thereon, and obtain all
necessary permits, licenses and similar items at its own expense. The Government will comply with
all Federal, state, tribal, and local laws applicable to and enforceable against it as a tenant under
this lease, provided that nothing in this lease shall be construed as a waiver of the sovereign
immunity of the Government. This lease shall be governed by Federal law.
10. FAR 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR
INFORMATION SYSTEMS (NOV 2021)
(a) Definitions. As used in this clause—
Covered contractor information system means an information system that is owned or operated
by a contractor that processes, stores, or transmits Federal contract information.
Federal contract information means information, not intended for public release, that is provided
by or generated for the Government under a contract to develop or deliver a product or service to the
Government, but not including information provided by the Government to the public (such as on public
websites) or simple transactional information, such as necessary to process payments.
Information means any communication or representation of knowledge such as facts, data, or
opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or
audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).
Information system means a discrete set of information resources organized for the collection,
processing, maintenance, use, sharing, dissemination, or disposition of information ( 44 U.S.C. 3502).
Safeguarding means measures or controls that are prescribed to protect information systems.
(b) Safeguarding requirements and procedures.
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(1) The Contractor shall apply the following basic safeguarding requirements and procedures to
protect covered contractor information systems. Requirements and procedures for basic safeguarding
of covered contractor information systems shall include, at a minimum, the following security controls:
(i) Limit information system access to authorized users, processes acting on behalf of
authorized users, or devices (including other information systems).
(ii) Limit information system access to the types of transactions and functions that authorized
users are permitted to execute.
(iii) Verify and control/limit connections to and use of external information systems.
(iv) Control information posted or processed on publicly accessible information systems.
(v) Identify information system users, processes acting on behalf of users, or devices.
(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a
prerequisite to allowing access to organizational information systems.
(vii) Sanitize or destroy information system media containing Federal Contract Information
before disposal or release for reuse.
(viii) Limit physical access to organizational information systems, equipment, and the
respective operating environments to authorized individuals.
(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and
control and manage physical access devices.
(x) Monitor, control, and protect organizational communications (i.e., information transmitted
or received by organizational information systems) at the external boundaries and key internal boundaries
of the information systems.
(xi) Implement subnetworks for publicly accessible system components that are physically or
logically separated from internal networks.
(xii) Identify, report, and correct information and information system flaws in a timely manner.
(xiii) Provide protection from malicious code at appropriate locations within
organizational information systems.
(xiv) Update malicious code protection mechanisms when new releases are available.
(xv)Perform periodic scans of the information system and real-time scans of files from
external sources as files are downloaded, opened, or executed.
(2) Other requirements. This clause does not relieve the Contractor of any other specific
safeguarding requirements specified by Federal agencies and departments relating to covered contractor
information systems generally or other Federal safeguarding requirements for controlled unclassified
information (CUI) as established by Executive Order 13556.
(c) Subcontracts. The Contractor shall include the substance of this clause, including this
paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition
of commercial products or commercial services, other than commercially available off-the-shelf items), in
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which the subcontractor may have Federal contract information residing in or transiting through its
information system.
11. FAR 52.204-30 FEDERAL ACQUISITION SUPPLY CHAIN SECURITY ACT ORDERS –
PROHIBITION (DEC 2023)
(a) Definitions. As used in this clause—
Covered article, as defined in 41 U.S.C. 4713(k), means—
(1) Information technology, as defined in 40 U.S.C. 11101, including cloud computing
services of all types;
(2) Telecommunications equipment or telecommunications service, as those terms are
defined in section 3 of the Communications Act of 1934 (47 U.S.C. 153);
(3) The processing of information on a Federal or non-Federal information system,
subject to the requirements of the Controlled Unclassified Information program (see
32 CFR part 2002); or
(4) Hardware, systems, devices, software, or services that include embedded or
incidental information technology.
FASCSA order means any of the following orders issued under the Federal Acquisition Supply
Chain Security Act (FASCSA) requiring the removal of covered articles from executive
agency information systems or the exclusion of one or more named sources or named
covered articles from executive agency procurement actions, as described in 41 CFR 201–
1.303(d) and (e):
(1) The Secretary of Homeland Security may issue FASCSA orders applicable to civilian
agencies, to the extent not covered by paragraph (2) or (3) of this definition. This type
of FASCSA order may be referred to as a Department of Homeland Security (DHS)
FASCSA order.
(2) The Secretary of Defense may issue FASCSA orders applicable to the Department of
Defense (DoD) and national security systems other than sensitive compartmented
information systems. This type of FASCSA order may be referred to as a DoD
FASCSA order.
(3) The Director of National Intelligence (DNI) may issue FASCSA orders applicable to
the intelligence community and sensitive compartmented information systems, to the
extent not covered by paragraph (2) of this definition. This type of FASCSA
order may be referred to as a DNI FASCSA order.
Intelligence community, as defined by 50 U.S.C. 3003(4), means the following—
(1) The Office of the Director of National Intelligence;
(2) The Central Intelligence Agency;
(3) The National Security Agency;
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(4)The Defense Intelligence Agency;
(5)The National Geospatial-Intelligence Agency;
(6)The National Reconnaissance Office;
(7)Other offices within the Department of Defense for the collection of specialized
national intelligence through reconnaissance programs;
(8)The intelligence elements of the Army, the Navy, the Air Force, the Marine Corps, the
Coast Guard, the Federal Bureau of Investigation, the Drug Enforcement
Administration, and the Department of Energy;
(9)The Bureau of Intelligence and Research of the Department of State;
(10)The Office of Intelligence and Analysis of the Department of the Treasury;
(11)The Office of Intelligence and Analysis of the Department of Homeland Security; or
(12)Such other elements of any department or agency as may be designated by the
President, or designated jointly by the Director of National Intelligence and the head
of the department or agency concerned, as an element of the intelligence community.
National security system, as defined in 44 U.S.C. 3552, means any information system (including
any telecommunications system) used or operated by an agency or by a contractor of an
agency, or other organization on behalf of an agency—
(1)The function, operation, or use of which involves intelligence activities; involves
cryptologic activities related to national security; involves command and control of
military forces; involves equipment that is an integral part of a weapon or weapons
system; or is critical to the direct fulfillment of military or intelligence missions, but
does not include a system that is to be used for routine administrative and business
applications (including payroll, finance, logistics, and personnel management
applications); or
(2)Is protected at all times by procedures established for information that have been
specifically authorized under criteria established by an Executive order or an Act of
Congress to be kept classified in the interest of national defense or foreign policy.
Reasonable inquiry means an inquiry designed to uncover any information in the entity's
possession about the identity of any covered articles, or any products or services produced or
provided by a source. This applies when the covered article or the source is subject to an
applicable FASCSA order. A reasonable inquiry excludes the need to include an internal or
third-party audit.
Sensitive compartmented information means classified information concerning or derived from
intelligence sources, methods, or analytical processes, which is required to be handled within
formal access control systems established by the Director of National Intelligence.
Sensitive compartmented information system means a national security system authorized to
process or store sensitive compartmented information.
Source means a non-Federal supplier, or potential supplier, of products or services, at any tier.
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(b)Prohibition.
(1)Unless an applicable waiver has been issued by the issuing official,
Contractors shall not provide or use as part of the performance of the contract any
covered article, or any products or services produced or provided by a source, if the
covered article or the source is prohibited by an applicable FASCSA orders as
follows:
(i)For solicitations and contracts awarded by a Department of
Defense contracting office, DoD FASCSA orders apply.
(ii)For all other solicitations and contracts DHS FASCSA orders apply.
(2)The Contractor shall search for the phrase “FASCSA order” in the System for Award
Management (SAM) at https://www.sam.gov to locate applicable FASCSA orders
identified in paragraph (b)(1).
(3)The Government may identify in the solicitation additional FASCSA orders that are
not in SAM, which are effective and apply to the solicitation and resultant contract.
(4)A FASCSA order issued after the date of solicitation applies to this contract only if
added by an amendment to the solicitation or modification to the contract (see
FAR 4.2304(c)). However, see paragraph (c) of this clause.
(5)
(i)If the contractor wishes to ask for a waiver of the requirements of a new
FASCSA order being applied through modification, then the
Contractor shall disclose the following:
(A)Name of the product or service provided to the Government;
(B)Name of the covered article or source subject to a FASCSA order;
(C)If applicable, name of the vendor, including the Commercial and
Government Entity code and unique entity identifier (if known), that
supplied or supplies the covered article or the product or service to
the Offeror;
(D)Brand;
(E)Model number (original equipment manufacturer number, manufacturer
part number, or wholesaler number);
(F)Item description;
(G)Reason why the applicable covered article or the product or service is
being provided or used;
(ii)Executive agency review of disclosures. The contracting officer will review
disclosures provided in paragraph (b)(5)(i) to determine if any waiver is
warranted. A contracting officer may choose not to pursue a waiver for
covered articles or sources otherwise covered by a FASCSA order and to
instead pursue other appropriate action.
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(c)Notice and reporting requirement.
(1)During contract performance, the Contractor shall review SAM.gov at least once
every three months, or as advised by the Contracting Officer, to check for covered
articles subject to FASCSA order(s), or for products or services produced by a source
subject to FASCSA order(s) not currently identified under paragraph (b) of this
clause.
(2)If the Contractor identifies a new FASCSA order(s) that could impact their supply
chain, then the Contractor shall conduct a reasonable inquiry to identify whether a
covered article or product or service produced or provided by a source subject to the
FASCSA order(s) was provided to the Government or used during contract
performance.
(3)
(i)The Contractor shall submit a report to the contracting office as identified in
paragraph (c)(3)(ii) of this clause, if the Contractor identifies, including
through any notification by a subcontractor at any tier, that a covered article
or product or service produced or provided by a source was provided to the
Government or used during contract performance and is subject to a
FASCSA order(s) identified in paragraph (b) of this clause, or a new
FASCSA order identified in paragraph (c)(2) of this clause. For indefinite
delivery contracts, the Contractor shall report to both the contracting office for
the indefinite delivery contract and the contracting office for any affected
order.
(ii)If a report is required to be submitted to a contracting office under (c)(3)(i) of
this clause, the Contractor shall submit the report as follows:
(A)If a Department of Defense contracting office, the Contractor shall report
to the website at https://dibnet.dod.mil.
(B)For all other contracting offices, the Contractor shall report to
the Contracting Officer.
(4)The Contractor shall report the following information for each covered article or each
product or service produced or provided by a source, where the covered article or
source is subject to a FASCSA order, pursuant to paragraph (c)(3)(i) of this clause:
(i)Within 3 business days from the date of such identification or notification:
(A)Contract number;
(B)Order number(s), if applicable;
(C)Name of the product or service provided to the Government or used
during performance of the contract;
(D)Name of the covered article or source subject to a FASCSA order;
(E)If applicable, name of the vendor, including the Commercial and
Government Entity code and unique entity identifier (if known), that
supplied the covered article or the product or service to the Contractor;
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(F)Brand;
(G)Model number (original equipment manufacturer number, manufacturer
part number, or wholesaler number);
(H)Item description; and
(I)Any readily available information about mitigation actions undertaken or
recommended.
(ii)Within 10 business days of submitting the information in paragraph (c)(4)(i) of
this clause:
(A)Any further available information about mitigation actions undertaken or
recommended.
(B)In addition, the Contractor shall describe the efforts it undertook to
prevent submission or use of the covered article or the product or service
produced or provided by a source subject to an applicable FASCSA
order, and any additional efforts that will be incorporated to prevent
future submission or use of the covered article or the product or service
produced or provided by a source that is subject to an applicable
FASCSA order.
(d)Removal. For Federal Supply Schedules, Governmentwide acquisition contracts, multi-agency
contracts or any other procurement instrument intended for use by multiple agencies, upon
notification from the Contracting Officer, during the performance of the contract, the
Contractor shall promptly make any necessary changes or modifications to remove any
product or service produced or provided by a source that is subject to an applicable FASCSA
order.
(e)Subcontracts.
(1)The Contractor shall insert the substance of this clause, including this paragraph (e)
and excluding paragraph (c)(1) of this clause, in all subcontracts and other
contractual instruments, including subcontracts for the acquisition of commercial
products and commercial services.
(2)The Government may identify in the solicitation additional FASCSA orders that are
not in SAM, which are effective and apply to the contract and any subcontracts and
other contractual instruments under the contract. The Contractor or higher-tier
subcontractor shall notify their subcontractors, and suppliers under other contractual
instruments, that the FASCSA orders in the solicitation that are not in SAM apply to
the contract and all subcontracts.
12.FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)
This contract incorporates one or more clauses by reference, with the same force and effect as if they
were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full
text of a clause may be accessed electronically at this/these address(es):
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https://www.acquisition.gov/browse/index/far
https://www.acquisition.gov/browse/index/gsam.
13. The following clauses are incorporated by reference:
FAR 52.204-2 SECURITY REQUIREMENTS (MAR 2021) (Applicable when the contract may
require access to classified information.)
FAR 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN
2011)
FAR 52.204-10, REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER
SUBCONTRACT AWARDS (JUN 2020) (Applicable if over $30,000 total
contract value.)
FAR 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)
FAR 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND
CERTIFICATIONS (DEC 2014)
FAR 52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND
SERVICES DEVELOPED OR PROVIDED BY KASPERSKY LAB AND OTHER
COVERED ENTITIES (DEC 2023)
FAR 52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND
VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)
FAR 52.204-27 PROHIBITION ON A BYTEDANCE COVERED APPLICATION (JUN 2023)
FAR 52.204-30 FEDERAL ACQUISITION SUPPLY CHAIN SECURITY ACT ORDERS –
PROHIBITION (DEC 2023)
FAR 52.209-6 PROTECTING THE GOVERNMENT’S INTEREST WHEN
SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED,
OR PROPOSED FOR DEBARMENT (NOV 2021)
(Applicable to leases over $35,000 total contract value.)
FAR 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA
(AUG 2011)
(Applicable when cost or pricing data are required for work or services over
$2,000,000.)
FAR 52.215-12 SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)
(Applicable when the clause at FAR 52.215-10 is applicable.)
FAR 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL
BUSINESS CONCERNS (OCT 2022)
FAR 52.219-9 SMALL BUSINESS SUBCONTRACTING PLAN (SEP 2023) ALTERNATE III
(JUN 2020) (Applicable to Leases over $750,000 total contract value.)
FAR 52.219-16 LIQUIDATED DAMAGES—SUBCONTRACTING PLAN (SEP 2021)
(Applicable to leases over $750,000 total contract value.)
FAR 52.219-28 POST-AWARD SMALL BUSINESS REREPRESENTATION (SEP 2023)
(Applicable to leases exceeding the micro-purchase threshold)
FAR 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)
FAR 52.222-26 EQUAL OPPORTUNITY (SEP 2016)
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FAR 52.222-35 EQUAL OPPORTUNITY FOR VETERANS (JUN 2020)
(Applicable to leases $150,000 or more, total contract value. Full text may
be found at http://www.acquisition.gov)
FAR 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)
(Applicable to leases over $15,000 total contract value. Full text may be
found at http://www.acquisition.gov)
FAR 52.222-37 EMPLOYMENT REPORTS ON VETERANS (JUN 2020)
(Applicable to leases $150,000 or more, total contract value.)
FAR 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)
(Applicable to Leases over the Simplified Lease Acquisition Threshold as
well as to any Leases of any value awarded to an individual)
FAR 52.232–23 ASSIGNMENT OF CLAIMS (MAY 2014)
(Applicable to leases over the micro-purchase threshold.)
FAR 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER - SYSTEM FOR AWARD
MANAGEMENT (OCT 2018)
FAR 52.233-1 DISPUTES (MAY 2014)
GSAR 552.204-9 PERSONAL IDENTITY VERIFICATION REQUIREMENTS (APR 2023)
GSAR 552.270-12 ALTERATIONS (SEP 1999)
GSAR 552.270-25 SUBSTITUTION OF TENANT AGENCY (SEP 1999)
GSAR 552.270-28 MUTUALITY OF OBLIGATION (SEP 1999)
GSAR 552.270-31 PROMPT PAYMENT (JUN 2011)
The information collection requirements contained in this solicitation/contract, that are not required by
regulation, have been approved by the Office of Management and Budget pursuant to the Paperwork
Reduction Act and assigned the OMB Control No. 3090-0086.
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REPRESENTATIONS AND CERTIFICATIONS (Short Form)
(For Leases At or Below the Simplified Lease Acquisition
Threshold)
Solicitation Number Dated
Complete appropriate boxes, sign the form, and attach to offer.
The Offeror makes the following Representations and Certifications. NOTE: The "Offeror," as used on
this form, is the owner of the property offered, not an individual or agent representing the owner.
1. 52.219-1 - SMALL BUSINESS PROGRAM REPRESENTATIONS (APR 2011)
(a) (1) The North American Industry Classification System (NAICS) code for this acquisition
is 531190.
(2) The small business size standard is $20.5 Million in annual average gross revenue of
the concern for the last 3 fiscal years.
(3) The small business size standard for a concern which submits an offer in its own
name, other than on a construction or service contract, but which proposes to furnish
a product which it did not itself manufacture, is 500 employees.
(b) Representations.
(1) The offeror represents as part of its offer that it [ ] is, [ ] is not a small business
concern.
(2) [Complete only if the offeror represented itself as a small business concern in
paragraph (b)(1) of this provision.] The offeror represents, for general statistical
purposes, that it [ ] is, [ ]
˜is not, a small disadvantaged business concern as defined
in 13 CFR 124.1002.
(3) [Complete only if the offeror represented itself as a small business concern in
paragraph (b)(1) of this provision.] The offeror represents as part of its offer that it [ ]
is, [ ]is not a women-owned small business concern.
(4) Women-owned small business (WOSB) concern eligible under the WOSB Program.
[Complete only if the offeror represented itself as a women-owned small business
concern in paragraph (b)(3) of this provision.] The offeror represents as part of its offer
that—
(i) It [ ] is, [ ] is not a WOSB concern eligible under the WOSB Program, has
provided all the required documents to the WOSB Repository, and no change
in circumstances or adverse decisions have been issued that affects its
eligibility; and
(ii) It [ ] is, [ ] is not a joint venture that complies with the requirements of 13 CFR
part 127, and the representation in paragraph (b)(4)(i) of this provision is
accurate in reference to the WOSB concern or concerns that are participating
in the joint venture. [The offeror shall enter the name or names of the WOSB
concern or concerns that are participating in the joint venture:
]
Each WOSB concern participating in the joint venture shall submit a separate
signed copy of the WOSB representation.
(5) Economically disadvantaged women-owned small business (EDWOSB) concern.
[Complete only if the offeror represented itself as a women-owned small business
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concern eligible under the WOSB Program in (b)(4) of this provision.] The offeror
represents as part of its offer that—
(i) It [ ] is, [ ] is not an EDWOSB concern eligible under the WOSB Program, has
provided all the required documents to the WOSB Repository, and no change
in circumstances or adverse decisions have been issued that affects its
eligibility; and
(ii) It [ ]
is, [ ]
is not a joint venture that complies with the requirements of 13 CFR
part 127, and the representation in paragraph (b)(5)(i) of this provision is
accurate in reference to the EDWOSB concern or concerns that are
participating in the joint venture. [The offeror shall enter the name or names of
the EDWOSB concern or concerns that are participating in the joint venture:
]
Each EDWOSB concern participating in the joint venture shall submit a
separate signed copy of the EDWOSB representation.
(6) [Complete only if the offeror represented itself as a small business concern in
paragraph (b)(1) of this provision.] The offeror represents as part of its offer that it [ ]
is, [ ] is not a veteran-owned small business concern.
(7) [Complete only if the offeror represented itself as a veteran-owned small business
concern in paragraph (b)(6) of this provision.] The offeror represents as part of its offer
that it [ ] is, [ ]is not a service-disabled veteran-owned small business concern.
(8) [Complete only if the offeror represented itself as a small business concern in
paragraph (b)(1) of this provision.] The offeror represents, as part of its offer, that—
(i) It [ ]
is, [ ]
is not a HUBZone small business concern listed, on the date of this
representation, on the List of Qualified HUBZone Small Business Concerns
maintained by the Small Business Administration, and no material changes in
ownership and control, principal office, or HUBZone employee percentage
have occurred since it was certified in accordance with 13 CFR Part 126; and
(ii) It [ ] is, [ ] is not a HUBZone joint venture that complies with the requirements
of 13 CFR Part 126, and the representation in paragraph (b)(8)(i) of this
provision is accurate for each HUBZone small business concern participating in
the HUBZone joint venture. [The offeror shall enter the names of each of the
HUBZone small business concerns participating in the HUBZone joint venture:
] Each HUBZone small business concern participating in the HUBZone joint
venture shall submit a separate signed copy of the HUBZone representation.
(c) Definitions. As used in this provision—
“Economically disadvantaged women-owned small business (EDWOSB) concern” means a
small business concern that is at least 51 percent directly and unconditionally owned by, and
the management and daily business operations of which are controlled by, one or more
women who are citizens of the United States and who are economically disadvantaged in
accordance with 13 CFR part 127. It automatically qualifies as a women-owned small
business concern eligible under the WOSB Program.
“Service-disabled veteran-owned small business concern”—
(1) Means a small business concern—
(i) Not less than 51 percent of which is owned by one or more service-disabled
veterans or, in the case of any publicly owned business, not less than 51
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percent of the stock of which is owned by one or more service-disabled
veterans; and
(ii) The management and daily business operations of which are controlled by one
or more service-disabled veterans or, in the case of a service-disabled veteran
with permanent and severe disability, the spouse or permanent caregiver of
such veteran.
(2) “Service-disabled veteran” means a veteran, as defined in 38 U.S.C.101(2), with a
disability that is service-connected, as defined in 38 U.S.C. 101(16).
“Small business concern” means a concern, including its affiliates, that is independently
owned and operated, not dominant in the field of operation in which it is bidding on
Government contracts, and qualified as a small business under the criteria in 13 CFR
Part 121 and the size standard in paragraph (a) of this provision.
“Veteran-owned small business concern” means a small business concern—
(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38
U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51
percent of the stock of which is owned by one or more veterans; and
(2) The management and daily business operations of which are controlled by one or
more veterans.
“Women-owned small business concern” means a small business concern—
(1) That is at least 51 percent owned by one or more women; or, in the case of any
publicly owned business, at least 51 percent of the stock of which is owned by one or
more women; and
(2) Whose management and daily business operations are controlled by one or more
women.
“Women-owned small business (WOSB) concern eligible under the WOSB Program” (in
accordance with 13 CFR part 127), means a small business concern that is at least 51
percent directly and unconditionally owned by, and the management and daily business
operations of which are controlled by, one or more women who are citizens of the United
States.
(d) Notice.
(1) If this solicitation is for supplies and has been set aside, in whole or in part, for small
business concerns, then the clause in this solicitation providing notice of the set-aside
contains restrictions on the source of the end items to be furnished.
(2) Under 15 U.S.C. 645(d), any person who misrepresents a firm’s status as a business
concern that is small, HUBZone small, small disadvantaged, service-disabled veteran-
owned small, economically disadvantaged women-owned small, or women-owned
small eligible under the WOSB Program in order to obtain a contract to be awarded
under the preference programs established pursuant to section 8, 9, 15, 31, and 36 of
the Small Business Act or any other provision of Federal law that specifically
references section 8(d) for a definition of program eligibility, shall—
(i) Be punished by imposition of fine, imprisonment, or both;
(ii) Be subject to administrative remedies, including suspension and debarment;
and
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(iii) Be ineligible for participation in programs conducted under the authority of the
Act.
2. 52.222-22 - PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)
(Applicable when the estimated value of the acquisition exceeds $10,000)
The Offeror represents that—
(a) It [ ] has, [ ] has not participated in a previous contract or subcontract subject either to the
Equal Opportunity clause of this solicitation;
(b) It [ ]
has, [ ]
has not filed all required compliance reports; and
(c) Representations indicating submission of required compliance reports, signed by proposed
subcontractors, will be obtained before subcontract awards. (Approved by OMB under
Control Number 1215-0072.)
3. 52.222-25 - AFFIRMATIVE ACTION COMPLIANCE (APR 1984)
(Applicable when the estimated value of the acquisition exceeds $10,000)
The Offeror represents that—
(a) It [ ] has developed and has on file, [ ] has not developed and does not have on file, at
each establishment affirmative action programs required by the rules and regulations of the
Secretary of Labor (41 CFR 60-1 and 60-2), or
(b) It [ ]
has not previously had contracts subject to the written affirmative action programs
requirement of the rules and regulations of the Secretary of Labor. (Approved by OMB
under Control Number 1215-0072.)
4. 552.203-72 REPRESENTATION BY CORPORATIONS REGARDING AN UNPAID
DELINQUENT FEDERAL TAX LIABILITY OR A FELONY CONVICTION UNDER
ANY FEDERAL LAW (DEVIATION) (APR 2012)
(a) In accordance with Sections 630 and 631 of Division of the Consolidated Appropriations Act,
2012 (Pub. L. 112-74), none of the funds made available by that Act may be used to enter
into a contract action with any corporation that---
(1) Has any unpaid Federal tax liability that has been assessed, for which all judicial and
administrative remedies have been exhausted or have lapsed, and that is not being
paid in a timely manner pursuant to an agreement with the authority responsible for
collecting the tax liability, where the awarding agency is aware of the unpaid tax
liability, unless the agency has considered suspension or debarment of the
corporation and made a determination that this further action is not necessary to
protect the interests of the Government, or
(2) Was convicted, or had an officer or agent of such corporation acting on behalf of the
corporation convicted of a felony criminal violation under any Federal law within the
preceding 24 months, where the awarding agency is aware of the conviction, unless
the agency has considered suspension or debarment of the corporation or such officer
or agent and made a determination that this action is not necessary to protect the
interests of the Government.
(b) The Contractor represents that—
(1) It is [ ] is not [ ] a corporation that has any unpaid Federal tax liability that has been
assessed, for which all judicial and administrative remedies have been exhausted or
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have lapsed, and that is not being paid in a timely manner pursuant to an agreement
with the authority responsible for collecting the tax liability.
(2) It is [ ] is not [ ] a corporation that was convicted, or had an officer or agent of the
corporation acting on behalf of the corporation, convicted of a felony criminal violation
under any Federal law within the preceding 24 months.
5. 52.203-11 – CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE
CERTAIN FEDERAL TRANSACTIONS (SEP 2007)
(Applicable when the estimated value of the acquisition exceeds $100,000)
(a) Definitions. As used in this provision—“Lobbying contact” has the meaning provided at
2 U.S.C. 1602(8). The terms “agency,” “influencing or attempting to influence,” “officer or
employee of an agency,” “person,” “reasonable compensation,” and “regularly employed” are
defined in the FAR clause of this solicitation entitled “Limitation on Payments to Influence
Certain Federal Transactions” (52.203-12).
(b) Prohibition. The prohibition and exceptions contained in the FAR clause of this solicitation
entitled “Limitation on Payments to Influence Certain Federal Transactions” (52.203-12) are
hereby incorporated by reference in this provision.
(c) Certification. The offeror, by signing its offer, hereby certifies to the best of its knowledge and
belief that no Federal appropriated funds have been paid or will be paid to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress on
its behalf in connection with the awarding of this contract.
(d) Disclosure. If any registrants under the Lobbying Disclosure Act of 1995 have made a
lobbying contact on behalf of the offeror with respect to this contract, the offeror shall
complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying
Activities, to provide the name of the registrants. The offeror need not report regularly
employed officers or employees of the offeror to whom payments of reasonable
compensation were made.
(e) Penalty. Submission of this certification and disclosure is a prerequisite for making or
entering into this contract imposed by 31 U.S.C. 1352 .Any person who makes an
expenditure prohibited under this provision or who fails to file or amend the disclosure
required to be filed or amended by this provision, shall be subject to a civil penalty of not less
than $10,000, and not more than $100,000, for each such failure.
6. 52.204-3 - TAXPAYER IDENTIFICATION (OCT 1998)
(a) Definitions.
“Common parent,” as used in this provision, means that corporate entity that owns or
controls an affiliated group of corporations that files its Federal income tax returns on a
consolidated basis, and of which the Offeror is a member.
“Taxpayer Identification Number (TIN),” as used in this provision, means the number
required by the Internal Revenue Service (IRS) to be used by the Offeror in reporting income
tax and other returns. The TIN may be either a Social Security Number or an Employer
Identification Number.
(b) All Offerors must submit the information required in paragraphs (d) through (f) of this
provision to comply with debt collection requirements of 31 U.S.C. 7701(c) and 3325(d),
reporting requirements of 26 U.S.C. 6041, 6041A, and 6050M, and implementing regulations
issued by the IRS. If the resulting contract is subject to the payment reporting requirements
described in Federal Acquisition Regulation (FAR) 4.904, the failure or refusal by the Offeror
to furnish the information may result in a 31 percent reduction of payments otherwise due
under the contract.
(c) The TIN may be used by the Government to collect and report on any delinquent amounts
arising out of the Offeror’s relationship with the Government (31 U.S.C. 7701(c)(3)). If the
GSA 3518A (REV. 5/2013) PAGE 5GENERAL SERVICES ADMINISTRATION
N4425526RP00036
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INITIALS: &
LESSOR GOVERNMENT
resulting contract is subject to the payment reporting requirements described in FAR 4.904,
the TIN provided hereunder may be matched with IRS records to verify the accuracy of the
Offeror’s TIN.
(d) Taxpayer Identification Number (TIN).
[ ] TIN:
[ ]TIN has been applied for.
[ ]
TIN is not required because:
[ ]Offeror is a nonresident alien, foreign corporation, or foreign partnership that does not
have income effectively connected with the conduct of a trade or business in the
United States and does not have an office or place of business or a fiscal paying
agent in the United States;
[ ]Offeror is an agency or instrumentality of a foreign government;
[ ]
Offeror is an agency or instrumentality of the Federal government;
(e) Type of organization.
[ ] Sole proprietorship; [ ] Government entity (Federal, State, or local);
[ ] Partnership; [ ] Foreign government;
[ ]
Corporate entity (not tax-exempt); [ ]
International organization per 26 CFR 1.6049-4;
[ ] Corporate entity (tax-exempt); [ ] Other
(f) Common Parent.
[ ]
Offeror is not owned or controlled by a common parent as defined in paragraph (a) of
this provision.
[ ]Name and TIN of common parent:
Name
TIN
7. 52.204-6 – DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER (APR 2008)
(a) The offeror shall enter, in the block with its name and address on the cover page of its offer,
the annotation “DUNS” or “DUNS+4” followed by the DUNS number or “DUNS+4” that
identifies the offeror’s name and address exactly as stated in the offer. The DUNS number is
a nine-digit number assigned by Dun and Bradstreet, Inc. The DUNS+4 is the DUNS number
plus a 4-character suffix that may be assigned at the discretion of the offeror to establish
additional CCR records for identifying alternative Electronic Funds Transfer (EFT) accounts
(see Subpart 32.11) for the same concern.
(b) If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to
obtain one.
(1) An offeror may obtain a DUNS number—
(i) Via the Internet at http://fedgov.dnb.com/webform or if the offeror does not
have internet access, it may call Dun and Bradstreet at 1-866-705-5711 if
located within the United States; or
(ii) If located outside the United States, by contacting the local Dun and Bradstreet
office. The offeror should indicate that it is an offeror for a U.S. Government
contract when contacting the local Dun and Bradstreet office.
(2) The offeror should be prepared to provide the following information:
(i) Company legal business name.
(ii) Tradestyle, doing business, or other name by which your entity is commonly
recognized.
(iii) Company physical street address, city, state and ZIP Code.
(iv) Company mailing address, city, state and ZIP Code (if separate from physical).
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INITIALS: &
LESSOR GOVERNMENT
(v) Company telephone number.
(vi) Date the company was started.
(vii) Number of employees at your location.
(viii) Chief executive officer/key manager.
(ix) Line of business (industry).
(x) Company Headquarters name and address (reporting relationship within your
entity).
8. DUNS NUMBER (JUN 2004)
Notwithstanding the above instructions, in addition to inserting the DUNS Number on the offer
cover page, the Offeror shall also provide its DUNS Number as part of this submission:
DUNS Number
9. CENTRAL CONTRACTOR REGISTRATION (MAY 2012)
The Central Contractor Registration (CCR) System is a centrally located, searchable database
which assists in the development, maintenance, and provision of sources for future procurements.
The Offeror must be registered in the CCR prior to lease award. The Offeror shall register via the
Internet at https://www.acquisition.gov. To remain active, the Offeror/Lessor is required to update
or renew its registration annually.
[ ] Registration Active and Copy Attached
[ ]
Will Activate Registration and Submit Copy to the Government Prior to Award
GSA 3518A (REV. 5/2013) PAGE 7GENERAL SERVICES ADMINISTRATION
OFFEROR OR
AUTHORIZED
REPRESENTATIVE
NAME, ADDRESS (INCLUDING ZIP CODE)
NAME
STREET
CITY, STATE, ZIP
Signature
TELEPHONE NUMBER
Date
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Exhibit D
Special Clause
Acts of God and Extra-Ordinary Circumstances
a)If the building suffers significant structural damage or any defect or significant deterioration
that is beyond general maintenance, the City may terminate the lease with 180 days notice to
the Government. However, the Government may opt to maintain its tenancy and avoid lease
termination by repairing the building at its own cost. In the alternative, the parties may
mutually agree to share the cost of repairs. This special provision shall control over General
Clauses (2) and (3).
N4425526RP00036
29 of 2929 of 29
Renewal of Lease Agreement with
United States of America for Historic Building 50
1 1
Real Estate
Transactions
Recap
•In 1986, the City of Bremerton agreed to lease a 6000
square foot building near the Ferry Terminal from the Navy.
During this time, the Museum was referred to as the Bremerton
Navy Memorial Museum as well as the Naval Museum of the
Pacific. Volunteers staffed the Museum while the City paid the
rent and utilities.
•In 1998, the City decided it could no longer pay the
Museum’s rent, which led the Museum’s non-profit foundation
to take over the full operation of the Museum until 2002, when
the City began the Construction of the Hampton Hotel and the
Kitsap Conference and Convention center.
•Negotiations between City officials, former museum
foundation Board President Lyle Nelson, and U.S. Congressman
Norm Dicks (WA-D) resulted in a decision to create a permanent
home for the Museum in historic Building 50.
•2004 the City and the Department of the Navy entered into
several land transactions transferring land from the Department
of the Navy to the City of Bremerton that resulted in the
construction of the Harborside Fountain Park, the placement of
the USS Parche Sail, the Bremerton Fountains, the Washington
State Ferry Tunnel, and the new home and renovation of
Historic Building 50 at 251 1st Street adjacent the Harborside
Fountain Park. Land value alone is estimated to be more than
$250K
2
The proposed 10-year lease renewal continues
the relationship between the City of Bremerton
and the Department of the Navy and honors the
purchase and land sales that were completed in
2004-2006 under the standing legal authority of
10 USC 2661 called out in 2845 NDAA which
allows for the good and mutual benefits of both
the City of Bremerton and the Department of the
Navy.
3
WELCOME TO THE PUGET SOUND NAVY MUSEUM
The museum is located at end of Pacific Avenue,
adjacent to the Puget Sound Naval Shipyard 1st
Street gate, adjacent to the Washington State Ferry
Terminal, and at the entrance to the City of
Bremerton Harborside Fountain Park. It provides
visitor’s a glimpse of the time-honored history and
relationship between the City of Bremerton and the
US Navy.
The building is often used by Kitsap Conference
Center attendees to service their outdoor events
and by renters of the Harborside Fountain Park.
One water and electric service provides for the
Fountain Room rental space and the museum lease
area.
Financial and Operational Breakdown
•The museum's operating expenses are funded directly by the U.S. Navy.
According to a City of Bremerton Building 50 Review (2017 Audit), its total
annual budget—including operations, labor, and employee benefits—is
estimated to be approximately $500,000 per year.
•Non-Profit Backing: The Puget Sound Navy Museum Foundation provides
independent fundraising and financial support, injecting over $314,000 into
museum exhibits, STEM programs, and facility improvements since 2018.
•Real Estate Heritage: The museum resides in Building 50, a historic property
originally constructed by the Navy in 1896 for a mere $7,900. While its
modern real estate appraisal value is restricted it went under a $6 million
renovation funded primarily by the Navy. The Navy has historically invested
over $10 million in regional adaptive reuse and preservation projects to
restore these late-19th-century shipyard structures.
•Collection Wealth: The museum holds over 18,000 artifacts. Because these
are priceless historical military assets managed by the Naval History and
Heritage Command, they are never assigned a commercial market valuation.1 4
Navy Museum and Fountain Room
1 5
Naval Museum and City Operations
1 6
Of the 10 official U.S. Navy museums located around the country, there is only one
other museum operating on City-owned property, the Hampton Roads Naval Museum
in Norfolk, VA.The U.S. Navy does not pay for rent/utilities for this museum. Other
Navy Museums are located on DoD owned property.
As this museum is an official DoD/Navy Entity it is supported by annual congressional
appropriations and administered by the U. S. Naval History and Heritage Command in
Washington D.C. The operations of this building requires cooperation between the City
of Bremerton and the DoD.
The City supports the general maintenance of Building 50 including general HVAC, water and
electrical service, building systems including exterior maintenance, and grounds maintenance.
The average annual budget for operations and maintenance is $50,000. The cost for electricity is
$14,000 annually and for water/sewer/storm $4,600 annually
The Kitsap Conference Center Fountain Room which is attached to the Navy Museum
and overlooks the Harborside Fountain Park annually brings in between $75k to $85k;
The rentals of the Harborside Park available through the Parks department is small
with only 1-2 rentals annually.
The Puget Sound Naval Museum Foundation and the DoD manage and track the exhibits and
volunteers, provides janitorial service and the maintenance of the climate control system and the
mass communication system. Additionally, the Navy has reimbursed and paid for major repairs for a
total of $556,761 in direct contributions since 2020 and made purchases, such as a carpet
replacement, a new climate control system, and will be adding a new CCTV Camera system to assist
with building security valued at $230,000.
Thank you!
1 7
Navy Museum Lease Renewal Supplemental Information 7/20/2026
Chance Berthiaume
US Navy Contribution:
• Structural improvements, moving, and land gift prior to ownership transfer: >$6,000,000
paid mostly by the US Navy.
• Annual federal distribution to City of Bremerton for Naval Museum improvements.
City annual operation,
• Expenses:
o PW&U Facilities annual expenses: $30-$40K
o Columbia Hospitality annual Fountain Room Promotion fee: $12K (per 2017
audit)
o Water/sewer/storm Utilities: $4,598 (2025)
o PSE: $19,410 (2026)
o Total expense: $76,010
• Revenue
o Fountain Room rentals and other rental fees: $70K - $90K
Net cost to the City: Range of zero cost to $5K annual average on direct cost. Building
maintenance and additional improvements, funded by the US Navy, far outweigh the profit/loss
of owning this site as shown on page 2.
Information provided by Danelle Eaton, Director of Puget Sound Navy Museum
Daily Operations: Puget Sound Naval Museum Foundation, a 501c (3) non-profit organization:
• PSNM/F staff hours, supplies/materials/equipment purchases, and transportation grants
provided $24,280.03 in value to the following elementary schools with Bremerton
addresses: Armin Jahr, Crownhill, Kitsap Lake, Naval Ave, View Ridge, West Hills, Barker
Creek, Brownsville, Cottonwood, Esquire Hills, Green Mountain, Hawk @ Jackson Park, Pine
Crest, and Woodlands. Below is a breakdown of the support as well as students served:
• $13,965.50 Value Added in Staff/Teaching Time (In 2024/25, the average hourly
wage of “homeroom” teachers in public elementary schools with a Bremerton
address was $53/hour ($105,779 annually)
per www.fiscal.wa.gov/K12/K12salaries.)
o Field Trips w/ Workshop OR In-School Workshops
35 classrooms
1,008 students
157.5 staff hours required
o Field Trips w/o Workshop
13 classrooms
539 students
26 staff hours required
• $2,220.05 awarded to fund transportation for field trips (PSNM Foundation
Reverman Bus Grant)
o 17 classrooms awarded
o 434 students transported
• $2,490 paid to rent Fountain Room for Navy STEM Days school program
o $5,604.48 used to purchase supplies, materials and equipment for school
programming.
o Equipment Maintenance (annual): 40.0 hrs
o New Program Development: 40.0 hrs
To add to your request last week, I have a document I use to track NHHC (Navy) and PSNM
Foundation funding that is utilized for projects that benefit either the Building 50 facility or
exterior grounds. I do not include projects that are museum-specific such as the humidity
control system, but do include projects such as the CCTV system, Mass
Communications/PA system, carpet upgrades, janitorial services, etc. as those directly
benefit the facility and are not things we would take with us if we ever moved the museum.
I also included the funding the PSNM Foundation has provided in support of Fountain
Room reservations. As you will see from the chart below, I have been able to track funding
for 18 years and NHHC/PSNMF allocates an average $61.5K in support of facility, grounds,
and rentals each year.
*janitorial services paid for by PSNM address the cleaning/stocking of common areas and
first floor bathrooms utilized by KCC during and after Museum hours
Naval History & Heritage Command/PSNM Foundation Support of Building 50 Facilities and Grounds
NHHC/PSNMF Support 2008 - 2021 2022 2023 2024 2025 2026 YTD
Building 50 Safety/Security $146,169.78 $186,000.00 $201,085.24
Facility Upgrades $20,000.00 $5,700.00
Facility Maintenance $19,667.00 $1,000.00 $1,000.00 $18,000.00 $3,100.00
Janitorial Services $279,311.28 $29,300.00 $31,700.00 $33,500.00 $37,300.00 $42,800.00
Parche Plaza $12,185.00 $350.00 $3,000.00
Fountain Room
Reservations $18,602.00 $2,488.00 $3,732.00 $3,732.00 $4,976.00 $2,490.00
Total $495,935.06 $32,788.00 $222,782.00 $58,232.00 $51,076.00 $246,375.24
Form Updated 4.19.2024
INFORMATION ONLY ITEM
CITY OF BREMERTON
CITY COUNCIL
SUBJECT: Continued Discussion on
FY 2027 Lodging Tax Funding Priorities
Study Session Date: July 22, 2026
Presenter: Council President
Jane Rebelowski &
Assistant City Attorney
Brett Jette
Phone: (360) 473-5280
SUMMARY: During the July 8 Study Session, Council determined that additional discussion was
needed to clarify and finalize the funding priorities, allocation approach, applicant scoring criteria, and
other policy considerations for the FY 2027 Lodging Tax funding process.
1. Funding Priorities
Resolution No. 3400 identified funding priorities that included support for a destination marketing
organization and improvements to facilities at Pendergast Regional Park.
Council Direction Requested:
Should the priorities identified in Resolution No. 3400 continue to guide the FY 2027 Lodging Tax
funding process, or does Council wish to revise or establish different priorities?
2. Funding Allocation Model
For historical context, during the FY 2020 funding process, Council established specific allocation
categories to guide LTAC deliberations. These allocations applied to the competitive funding
available after excluding dedicated funding for the Admiral Theatre and Kitsap Conference Center:
10% – New Proposals
40% – Recurring Proposals
Requests not to exceed 25% of the project and/or organization’s total tourism budget
50% – City Tourism-Related Capital Projects
Establishing an allocation model in advance of LTAC deliberations could provide clearer policy
direction regarding how available lodging tax revenues should be distributed among funding
categories.
Council Direction Requested:
Does Council wish to establish an allocation model for the FY 2027 funding process? If so, should
the FY 2020 model or a modified allocation approach be used to guide LTAC deliberations?
3. Applicant Scoring Criteria
The draft FY 2027 application currently includes the following scoring criteria:
Increase visitation to the City of Bremerton
Support the City of Bremerton’s tourism assets and visitor economy
Demonstrate measurable community and economic benefits
Leverage partnerships and other resources
Support sports tourism development
A2
Updated 7/22/26 3:00 PM
Form Updated 4.19.2024
Clear scoring criteria will help applicants understand Council’s funding objectives and provide LTAC
with a consistent framework for evaluating proposals.
Council Direction Requested:
Does Council wish to retain the proposed scoring criteria for the FY 2027 application, or are any
additions, deletions, or revisions desired?
4. City Special Event Staffing and Administrative Costs
The City incurs staffing and administrative costs associated with supporting certain special events
and tourism-related activities. Council will have an opportunity to discuss whether eligible City costs
associated with these activities should be considered as part of the FY 2027 Lodging Tax funding
process.
Any potential request would need to meet applicable Lodging Tax funding requirements and be
appropriately identified and documented through the established funding process.
Council Direction Requested:
Does Council wish to consider eligible City staffing and administrative costs associated with special
events or tourism-related activities for FY 2027 Lodging Tax funding? If so, what direction should be
provided regarding how those costs are identified and incorporated into the funding process?
Next Steps
Council direction provided during this discussion will be incorporated into the FY 2027 application
materials in advance of the proposed July 30 application launch.
Any changes to the policy guidance currently established by Resolution No. 3400 will require
adoption of a new or amended resolution. Any necessary resolution changes are proposed to be
brought forward for Council consideration at the August 5 Council Meeting.
HANDOUTS: 1) Resolution No. 3400 as approved by the City Council on 6/18/26; and 2) Draft 2027
Lodging Tax Funding Application
ARESOLUTION oftheCityCouncil oftheCityof
Bremerton, Washingtonto provide guidance to theLodging Tax
taxproceedsbeginning in2027.
WHEREAS, theCityofBremerton currently leviesalodging taxpursuant toRCW
67.28, proceedsofwhich, pursuanttoBMC3.64, areplacedinaspecial fundtobeusedsolely for
thepurpose ofpayingfortourism promotion, acquisition, oroperation oftourism-related facilities;
and
WHEREAS, in2024 theCityofBremerton engaged Westbrook/Main, LLCto
studythe useandefficacyof distributionofLodgingTax dollarswithinthe CityofBremerton;
and
WHEREAS, theCityCouncil oftheCityofBremerton hasconsidered the
recommendationsintheattached Westbrook/Main, LLC2024LTACTransition StudyReport (the
tand desires to actonseveralrecommendations andshift
approachtoallocating lodging taxproceedsinorderto ensuremoreefficientandeffective funding
oftourism promotion andtourism operationswithinthe Cityof Bremerton; NOWTHEREFORE,
THECITY COUNCILOFTHE CITYOFBREMERTON, WASHINGTON,
DOESHEREBY RESOLVEASFOLLOWS:
SECTION 1. TheCityCouncil requeststheLodgingTaxAdvisory Committee
prioritize thefollowingitemsfromtheWestbrook/MainReportinits2027funding
recommendations:
A.) Onedestination marketingorganization focusedonproducing andimplementinga
tourism andmarketing planspecificallypromotingtheCityofBremertonandlocal
Bremerton-basedtourism operations, and
B.) ImprovedfacilitiesatPendergast Parkinrecognitionofthevalueoftheyouth sports
travelmarketandthepositiveimpact itcanhave ontheoverall tourismmarketin
Bremerton.
SECTION 2. Severability. Ifany oneormoresections, subsections, or
sentencesof thisResolutionareheldto beunconstitutional orinvalid, suchdecision shallnot
affectthevalidity ofthe remaining portion ofthisResolution andthesameshallremain infull
forceandeffect.
SECTION 3. Effective Date. ThisResolutionshalltakeeffect andbe inforce
immediatelyupon itspassage.
Page1of2
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PASSEDby theCityCouncil ofthe CityofBremerton, Washington this _____
dayof __________________, 2025.
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SANJUANCOUNTY
LODGING TAX
DESTINATIONMARKETINGORGANIZATION
REQUEST FORPROPOSALS
I. DESCRIPTION
SanJuanCountyhasestablished atourism promotion program, funded byaportion ofthe
revenuecollected underthestate LodgingTax excisestatutes.
Thepurpose ofthisposting istoseek proposals fromqualifiedentities
DMO interestedin:
Managingalocally-based, full-timedestinationmarketing programwhichwill
oversee thedevelopment andimplementation oftheCountywideDestination
Chambers ofCo
II. BACKGROUND
SanJuanCounty isoneofthemost desirable tourist destinations inthecountrydueto its
naturalbeauty andvariety ofoutdoor activities. It currentlyexperiences anuneven
tourismyear, withastrongsummer season, withsubstantial capacity intheremainder of
theyear.
SanJuan County isinthefinalyearofasuccessful contractwithadestination marketing
organization (DMO) inwhichallproceeds (approximately $350,000/year) of the
promotionalportion ofthelodging taxwerecontracted totheDMO. TheDMO hasbeen
thesinglepromotional contractor, withsub-contracting termsallowing contracts with
chambers ofcommerce andtheeconomicdevelopment council (fordatastudy). The
DMOmade distributions ofapproximately 15% of thecontractto islandchambersof
commerce forpurposes of providingvisitorinformation andotherservices. Theproposal
thatresultedin thiscontractsought destination marketingservices whichincluded
advertising, media relations, social media, tradeshows, visitoreducation, market
research, measurementcriteria, etc.
1
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The2017 process isintendedtobeanevolution andrefinement ofthecontracts to
date. Inthecurrentcontractoffering, SanJuan Countyisinterested inaflexible
business modelinwhichtheDMO doesnotcontrolall proceeds. Intheflexible
model, theCountyshallcontractdirectly withtheChambers ofCommerce onLopez,
Orcas andSanJuanIslandsandthe Countyshallberesponsiblefor trackingthe
Chambers accountability anddeliverables.
termination byeitherparty withoutpenalty.
Actualfunding depends onLodging Taxcollections. Forthepurpose ofthese
proposals, DMOfunding remainsatapproximately $350,000peryear. Iflodging tax
collections forpromotionalfunds exceed $425,000inagivenyear, theDMO shall
receive 35% ofthat excessamount.
III. AREAS OFEMPHASIS
TheDMO willbeexpectedtoachievethefollowing objectives:
Emphasisontourism improvementthroughout theyear, includingthe off
season.
its
naturalbeauty, geology, outdooractivities, anthropology, watchable
wildlife, experientiallearning, agricultural attractions, lifelonglearning
opportunities, history, culture andthearts.
Evidence ofmarket penetration viaavariety ofmethods:
i Consumer advertising
ii Mediarelations placementofmedia stories
iii Traveltraderelations
iv Targetedtrade show presence
v Website/Internet marketing
vi Socialmedia
vii Targeted nichemarketing (i.e. weddings, wine, cultural, arts)
viii Attractingmeetings andretreats
ix Businesstobusiness marketing
Developing innovative promotional opportunities (i.e. newevents,
interesting partnerships)
2
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Improvingthe tourist/islander relationship/enhancing thetourism
experience
i Visitor educationstrategies
ii Community educationstrategies
Improved effectiveness andcompliance
i Marketresearch/visitorsurveys
ii Identifying andtracking performance measures
iii Reportingrequirements
IV. SELECTION PROCESS
AllProposalswillbereceived bytheCountyManagerandforwardedtotheLTAC fora
determinationastowhetherthey meet theminimum eligibility requirements. Proposals
thatdo notmeet minimumeligibility requirements willnot beevaluated. Those Proposals
thatdomeet theeligibilityrequirements (below) willbeevaluated bytheLTACwhich
willmake recommendations totheCounty Council. whoseProposalsmeet the
selection criteriawillhavean opportunity tomakeapresentation totheLTAC duringthe
evaluation process.
Countystaffwillmeet withtheDMOoftheapprovedProposal toprepare thecontract.
Thecontract willincludearequirement forliability insurance, thattheDMOsubmita
finalreport attheendof theyearandmayincludearequirement thatperiodic reportsbe
submitted. OncetheDMOsignsthecontract, thestaffwillnotify theDMOtoproceed.
V. SELECTION CRITERIA
Thecriteria usedbythe LTACto evaluateandranktheProposalsareasfollows:
A. Promoting Tourism. Willtheproposal attractoffIsland visitorsto theSanJuans
throughouttheyear? Thesuccessful proposal(s) willshow specificand
comprehensive strategies todrawvisitorstotheSan JuanIslands, includingmultiple
islands, areasandvisitoroptions. Successful proposals willhighlighttheunique
specificmarketingcampaigns and
othercooperative strategies.
B. Promoting SpecialNaturalFeatures, History, Arts andCulture. Promotethenatural,
green, eco-friendlyattributes oftheSan Juans, thegrowingdesire ofvisitors for
lifelonglearningwhich can focusonnaturalandenvironmental attributes, area
history, artsand culture.
C. Innovation. Does theproposal representaneworunusual approachtofurthering the
promotiongoals?
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D. VisitorPromotionandEducation.
a. Doesitdevelopand executeaplan forcoordinating visitor services
county-wide?
b. Doesitdevelopandexecuteaplan fordirect visitor promotion using
effectivemethodssuchas: consumeradvertising, mediarelations,
familiarization tours, eventpromotion, travel & tradeshowpromotion.
E. Market Research andMeasurementCriteria. Howwill theproposal develop and
maintainSanJuan Islands visitordemographicsandnichemovements? Howwillit
trackandmeasurevisitor impact, suchasuser & providersurveys?
F. Cost-effectiveness. Willtheproposalbe anefficient, economicaluseofthefunds?
Howwillthisbeshown ormeasured?
G. Clarity. Arethecomponents oftheproposalbroken intoaprogression oflogical
stepswithdatesormilestones wheneachwillbeundertaken and/orcompleted?
Proposals shouldincludemilestones, benchmarking, performance measuresthatcan
betracked andwillbereportedtoshow effectivenessto include asection that
addresses thespecificgoalsandmilestonesforeachisland.
H. Cooperative Nature. Whatkindanddegreeofinter-organizational partnership does
theproposalexhibit? Proposals should showstrategies topartner, pair, and
I. Self-evaluation. Benchmarkingand performance evaluation areanimportantpartof
judginganeffective Proposal. DoestheDMOprovideforanadequate method of
evaluating theeffectsoftheProposalupon completion? HowwilltheDMOdothis
andreportit totheCounty? Hastheproposal laidoutastrategytodemonstratethe
waythatfunds willbeequitablyusedon thevarious islands?
J. Areaof Impact. Whichelements oftheCountyeconomywilltheproposal impact?
Thetotalimpact canbe measuredin termsof bothdirect dollarexpenditures made
bythevisitors andindirect dollar expendituresmade asmoneymoves through the
community. Inevaluatingthiscriterion, moreweightwill begiventothedirect
dollarexpenditures, sincetheyare morereadily measurable. Moreweightwillalso
begiventobreadthof economic impact. ItistheintentoftheCountytoinclude
performance measures inthecontract(s), (suchasthenumberor increaseof
attendees atevents, improvement in occupancy rates, numberofclientsserved).
K. EquitablyBenefits Lodging TaxParticipants. Doestheproposal equitably provide
benefitstoalltourist facilities including collectors oflodgingtaxes?
4
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VI. ELIGIBILITY
A. ProponentEligibility
Proposalsmaybesubmittedby anyfor-profitornon-profitentity, anypublicagency,
orany groupofindividuals. SanJuan County doesnotdiscriminate onthebasisof
racecolor, national origin, sex, religion, ageor disability, andits contractsrequire the
sameofitscontractors.
B. Proposal Eligibility
1. StateRequirements Themost basic eligibility requirement isthattheDMO
demonstrateclearly andconvincingly thatfundingoftheproposal wouldbe
usedincompliance withtheStatelaw, which governstheuseofhotel-motel
funds. Chapter67.28, RCWprovides authority forcitiesand counties toadopta
lodging taxofuptofourpercentoflodging chargesmadebyhotels, motels,
rooming houses, tourist courts, trailercamps oranysimilar chargesforalicense
tousereal property. TheCountycurrently leviesataxoffourpercentwithtwo
percent reservedforpromotion oftourism.
2. County Requirements - TheCounty usestaxrevenue eachyearforgrantsthat
meeting therequirements oftheStatestatute, Countycodehas established the
following definit
thestatedefinition.
tourism, including, butnotlimited toadvertising, publicizing, orotherwise
distributinginformation forthepurpose ofattracting andwelcomingtourists;
developingstrategies toexpandtourism; operatingtourismpromotion
agencies; andfunding marketing ofspecialeventsandfestivals designed to
attracttourists.
Inaddition, theCountyhasestablished thefollowingeligibility requirements:
A. ProjectRequirements:
i.The proposal mustspecifically promote SanJuan County
andprominentlymention theSanJuan Islandsin all
materials;
ii.The proposal must bedesignedtodisseminate informationfor
thepurposeofattracting off-Islandvisitors totheCountywith
aparticularemphasistoward marketing fortheshoulder
season months.
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B. Contracting Requirements:
i. Allcontracts include anormalrequirement forliability insuranceof
atleast $1,000,000.00per incident, withSanJuan Countynamed as
anadditionalinsuredonthepolicy;
ii. Proposalcostscannotbe paidinadvance withgrant money; thatis,
thesponsormust expendits ownfundsonapproved itemsandseek
reimbursement under theterms ofthecontract thatwillbesigned
bytheCounty. TheCountywillperiodically review
reimbursements andmonitorforcompliance;
iii. Proposal costsincurred priortothegrantapprovaland execution
ofawritten contract withtheCounty willnotbereimbursed;
iv.
extended annuallyforuptofiveyears, withthemutual consent of
inpart, contingent onsuccessful performanceand meeting of
proposalgoals.
v. Everyproposal must haveonedesignated individualtoactasa
contactfortheprojectthroughout thedurationoftheprojectandthat
person musthave authorityto obligate all sponsoring parties.
C. Compliance Requirements:
i. Iftheapplicantisanon-profitcorporation, acopyof itscurrent
AnnualReport mustbeprovided andifthenon-profit corporation
claims tobeataxexempt charitable, religiousoreducational
organization, acopyofthe IRS501C3 orC6recognizingthat
statusmustbeprovided, aswellasthemost recentIRSreturn if
applicable;
ii. Allapplicants mustprovideregularfinancial statements accounting
fortheuseofgrantfundsandmustcomply withtheStatereporting
requirementsperRCW 67.28.1816.
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VI. PROPOSALS
Completed Proposals, of nomorethansix (6) pages mustbereceived by4:00p.m.
onThursday, August 31, 2017. ItistheDMOresponsibilitytoconfirmdelivery
andreceipt.
SanJuanCounty
DestinationMarketing Organization Request forProposal
Mail: 350CourtStreet #1, FridayHarbor, WA 98250
stHanddelivered: 55Second Street, 1floor, Friday Harbor, WA98250
Electronic: (EmailPDFor MicrosoftWordformat filesto): sueko@sanjuanco.com
VIII. MONITORING
TheDMOwillbemonitored forprogressand consistency withthescopeandtimelineof
thecontract, asoutlined intheproposal. Allrequestsfor reimbursement for approved
costsshallbeinwriting andshallhavesupportingdocumentation toverifythe
expenditure ofthe fundsincluded intheinvoice. Allinvoicesshall beverified as
complete andaccurateby theCounty.
IntheeventtheDMOfailsinamaterial waytoperform underthetermsofthesigned
contract, theCountyCouncil hastherighttosuspend orterminatefundingforthe
remainderofthecontract. However, theCouncil canmakenosuchdecision untilthe
DMOhasbeennotified oftheapparent failureandgivenanopportunitytoaddressthe
Council.
IX. REIMBURSEMENT FUNDING
Fundsavailable under thisprogram arerevenues received bytheCounty fromthe
Transient Rental Income sectionofWashington State ExciseTaxleviedon thelodging
industry. LTAC, appointed bytheCounty Council, istheadvisory body forthesefunds.
Reimbursementswill bemadetotheDMOwithin approximately 30daysof submittal of
invoices. TheDMOisresponsible forallincurred financialobligations (i.e. DMOpays
vendors, CountypaysDMO). DMOis required tomaintainoriginal receipts andfinancial
records relativeto fundsawardedperWashingtonState requirements. DMOisliablefor
funds notusedinaccordance withthecontract.
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CITY OF GIGHARBOR
2025-2026LODGING TAXFUNDING
APPLICATION
LodgingTaxFundsRequested: $_______________
Fortourism-relateddirectmarketingoperationsduringthe2025-2026
calendaryears.
APPLICATION DEADLINE: FRIDAY, MAY31, 2024
Forapplicationassistance pleasecontactCityClerkJoshSteckerat (253) 853-7613or
cityclerk@gigharborwa.govpriortoFriday, August26.
Organization/AgencyName: _______________________________________________
ContactNameandTitle: __________________________________________________
MailingAddress: ____________________________________
City: _______________________ State: ____ ZipCode: ________
Phone: ______________________ EmailAddress: ____________________________
Name & Emailaddressofpersonauthorized tocontractwiththecityforgrantfunding (if
differentthanabove): __________________________________________________
Completeapplication packetmustincludethefollowing:
Completed application
CopyofNon-ProfitRegistration (notrequiredfororganizationsthathavepreviously
beenawardedlodgingtaxfunding)
IRSFormW-9 (notrequiredfororganizations thathavepreviouslybeenawarded
lodgingtaxfunding)
Annualoperational budget
Docusign Envelope ID: B3157DD2-A62B-4AD0-9E6E-607D9CFAF057
Application Questions
1. Describeyourtourism-relatedoperations. Listthenameanddate(s) oftheevent
anddescribewhytouristswilltraveltoGigHarbortovisityourfacilityorbecause of
yourmarketingefforts.
2. HaveyourequestedLTACfundsfortheseservicespreviously?
Yes orNo
Yes orNo
3. Describethepriorsuccessofyourfacilityormarketingeffortsinattracting
tourists.
4. Describeyourtargettouristaudience (location, demographics, etc.)
5. Describehowyouwillpromoteyourfacilityorconductmarketingtoattract
tourists.
Docusign Envelope ID: B3157DD2-A62B-4AD0-9E6E-607D9CFAF057
6. Asadirectresultofyourproposedtourism-relatedserviceorfacility, provide
anestimateof:
Predictednumberofpeopletravellingmorethan50milesone-wayto
visityourfacilityorbecauseofyourmarketing:
Predictednumberofpeoplevisitingfromoutofstatetovisityour
facilityorbecause ofyourmarketing:
Predictednumberofpeoplestayingovernightinpaid
accommodationstovisityourfacilityorbecauseofyourmarketing:
Whatmethodology didyouusetocalculatetheestimates?
DirectCount: Actualcountofvisitorsusingmethodssuchaspaidadmissionsor
registrations, clickercountsatentrypoints, vehiclecountsornumber ofchairsfilled.
Adirectcountmayalsoincludeinformationcollecteddirectlyfrombusinesses, such
ashotels, restaurants ortourguides, likelytobeaffectedbyanevent.
IndirectCount: Estimatebasedoninformation relatedtothenumberofvisitors
suchasraffleticketssold, redeemeddiscountcertificates, brochureshandedout,
policerequirements forcrowdcontrolorvisualestimates.
RepresentativeSurvey: Information collecteddirectlyfromindividual
visitors/participants. Arepresentativesurveyisahighlystructured datacollection
tool, basedonadefinedrandomsampleofparticipants, andtheresultscanbe
reliablyprojected totheentirepopulationattending aneventandincludes marginof
errorandconfidence level.
InformalSurvey: Informationcollecteddirectlyfromindividualvisitorsor
participants inanonrandom mannerthatisnotrepresentativeofallvisitorsor
participants. Informalsurveyresultscannotbeprojectedtotheentirevisitor
populationandprovidealimitedindicatorofattendancebecausenotallparticipants
hadanequalchanceofbeingincludedinthesurvey.
StructuredEstimate: Estimateproducedbycomputingknowninformationrelated
totheeventorlocation. Forexample, onejurisdictionestimated attendance by
dividingthesquarefootageoftheeventareabytheinternational buildingcode
allowanceforpersons (3squarefeet).
Other:
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7. AreyouapplyingforLodgingTaxfundsfromanothercommunity (Yes or
No)? Ifyes, listtheotherjurisdiction(s) andamount(s) requested.
8. Areyouapplyingfor, orhaveyoureceived, grantsorfundspledgedfromother
sourcesforyouroperations (including for-profitbusinesses, nationalsources,
etc.)? Pleaselistgrantsapplied fororreceived.
9. Whatistheoverallbudgetforyouroperations? Whatpercentofthebudgetare
yourequestingfromtheCityofGigHarborLodgingTaxFund (attachannual
budget)?
10. Whatspecificexpenses willyouuseLTACfundstocover (ifnotshownon
budget)?
11. Whatwillyoucutfromyourproposalordodifferently iffullfundingforyour
requestisnotavailableorrecommended? HowisLodgingTaxfunding
essential tothesuccessofyourproposal?
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CERTIFICATION
Iamanauthorizedagentoftheorganization/agencyapplying forfunding. Ihaveread
theapplicationinstructionsandunderstandthat:
Iamproposing atourism-relatedservicefor2025-2026andcanprovideevidence
andreportingtosupporttourism-relatedattendanceforthegreaterGigHarbor
area. Ifawarded, myorganization intendstoenterintoaprofessionalservices
contractwiththecity; provideliabilityinsuranceforthedurationofthecontract
namingthecityasadditionalinsuredand, inanamount, determinedbytheCity;
andfileforapermittousecityproperty, ifapplicable.
Myorganization willonlyuselodgingtaxfunds, ifawarded, forthepurposesstated
onthisapplicationandasoutlinedinthesignedcontractwiththecity.
TheCityofGigHarborwillonlyreimburse thosecostsactuallyincurredbymy
organization/agencyandonlyaftertheserviceisrendered, paidforifprovidedbya
thirdparty, andaninvoicehasbeensubmittedtothecity.
Myagencywillberequiredtosubmitareportdocumenting economicimpact
resultsinaformatdeterminedbythecity.
Signature: ____________________________________ Date: ____________________
Docusign Envelope ID: B3157DD2-A62B-4AD0-9E6E-607D9CFAF057
ApplicationInstructions
ApplicationDeadline: Tobeeligibleforconsideration, yourcompleteproposal mustbe
receivedbyMay31, 2024. Thelodgingtaxadvisorycommitteewillreviewproposalsin
apublicmeetinganddeterminefundingrecipientsandlevelsoffunding.
Applicationsmaybesubmitteddigitallytocityclerk@gigharborwa.govormailedto:
CityClerk
CityofGigHarbor
3510GrandviewSt.
GigHarbor, WA98335
PleasedirectquestionstotheCityClerkat253-853-7613or
cityclerk@gigharborwa.gov.
Applicationsfiledwiththecityarepublicrecords. Thecitymaychoosetopostonits
websitecopiesoftheapplications andproposedbudgets.
WhatistheLodgingTaxFund?
Fundingforthisprogram comesfromtheCityofGigHarborlodgingtaxfundwhich
receivesapercentageofhotel/moteltaxesfromlodgingestablishmentsinsidethecity
limits. Thecitycollectsataxonchargesforovernightlodging. Thesefundsare
distributedbytheDepartment ofRevenuebacktotheCityofGigHarborforthefunding
oftourismrelatedcapitalfacilities, non- eventoperations, andeventmarketingand
operations.
WhatcanbefundedwithLodgingTaxRevenue?
Lodgingtaxescanbeusedfor:
TourismPromotion/Marketing
Operation ofaTourismPromotionAgency
Operation ofaTourism-RelatedFacilityownedoroperatedbyanon-profit
organization
Operationand/orCapitalCostsofaTourism-Related Facilityownedbya
municipality
StateLawDefiningtheUseofLodgingTax
RevisedCodeofWashington (RCW), Chapter67.28 'PublicStadium, Convention,
ArtsandTourismFacilities' providesdetailedinformationabouttheuse, awardand
reportingoftourismfunds.
Important TermsRelatingtoRCW67.28
Tourism: Economic activityresultingfromtourists, whichmayinclude
salesofovernightlodging, meals, tours, gifts, orsouvenirs
Docusign Envelope ID: B3157DD2-A62B-4AD0-9E6E-607D9CFAF057
Tourismpromotion: Activities, operations, andexpendituresdesignedto
increasetourism, includingbutnotlimitedtoadvertising, publicizing, or
otherwisedistributing informationforthepurposeofattractingand
welcomingtourists; developingstrategies toexpandtourism; operating
tourismpromotion agencies; andfundingthemarketing ofortheoperation
ofspecialeventsandfestivalsdesignedtoattracttourists.
Tourism-relatedfacility: Realortangiblepersonalpropertywitha
usablelifeofthreeormoreyears, orconstructedwithvolunteer labor,
andusedtosupporttourism, performingarts, ortoaccommodate
touristactivities
WhoMayApply?
Lodgingtaxfundingisopentonon-profitorganizations andmunicipalitieswiththe
demonstrated abilitytoachieve tourismrelatedgoalsasoutlinedbelow:
Increasehotel/lodgingoccupancyintheCityofGigHarborbycreating
overnightstays.
Increasethenumberofvisitorstothecityfrommorethan50milesaway.
Allapplicationsmustinclude estimatesofhowfundingtheactivitywillresultin
increasestopeoplestayingovernight, travelling50milesawayormore, orcoming
fromanotherstateorcountry. Toensurethisdataiscollected, thecityisrequiredto
haveapplicantsprovideadditional informationinthelodgingtaxapplication.
SelectionandAwardProcess
Fundingoftheprogramandspecificawardsaredependentonrecommendationsof
thecity'slodgingtaxadvisorycommittee (LTAC). LTACwillreceiveallapplications
andrecommendalistofcandidates andfundinglevelsthatwillbeforwarded tothe
GigHarborCityCouncilforfinaldetermination. Fundswillbeawardedona
competitivebasis.
TheCityofGigHarborLodging TaxAdvisoryCommitteeConsiderations
Indevelopingitsrecommendations, thecommittee mayconsider:
TheestimatedamountofLodgingTaxFundavailableforthecomingyear
asprovidedbythecfinance department.
Thoroughness andcompleteness oftheproposal.
Percentoftheproposalrequesttotheevent/facilitypromotionsbudgetand
overallrevenues.
PercentofincreaseoverprioryearCityofGigHarborlodgingtaxfunded
proposals, ifany.
ProjectedeconomicimpactwithintheCityofGigHarbor, inparticular
projected overnight staysinGigHarborlodgingestablishments.
nancialstability.
success.
Committeemembergeneralknowledgeofthecommunityandtourism-related
activities.
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CITY OF BREMERTON LODGING TAX APPLICATION
FOR FUND YEAR: APPLICATION DEADLINE: MAILING ADDRESS:
2027 August 20, 2026
by 4:00 p.m.
Melinda Monroe
City of Bremerton
345 6th Street, Suite 100
Bremerton, WA 98337-1891
ORGANIZATION ELIGIBILITY
Applicants must meet the eligibility requirements listed below. Projects that are local community events without a
demonstrated tourism promotion component may not be eligible for funding.
Applicant organizations must have been formed for at least one (1) year prior to applying for funding.
Applicants must be one of the following:
A public agency or governmental entity;
A federally recognized tribal government;
A nonprofit organization exempt from federal income tax under Section 501(c)(3) or 501(c)(6) of the Internal
Revenue Code;
For-profit tourism-related businesses may apply when the proposed project is eligible under RCW 67.28.1816
and primarily promotes tourism to Bremerton. or
Another organization authorized by state law to receive Lodging Tax funding.
Funding is provided on a reimbursement basis. Applicants must demonstrate the financial capacity to carry out the
proposed project and submit reimbursement requests with supporting documentation.
Projects must be consistent with RCW 67.28 and primarily support tourism promotion, tourism-related facilities,
tourism-related events, or activities that increase visitation to Bremerton and benefit the City's lodging industry.
Applicants must identify how they intend to measure project outcomes, which may include attendance, visitor
origin, overnight stays, economic impact, marketing reach, or other relevant performance metrics. Please review the
JLARC reporting requirements as they will be incorporated into your agreement with the City of Bremerton.
FUNDING PRIORITIES
Preference may be given to projects that:
1. Increase Visitation to the City of Bremerton
o Attract visitors from outside the City of Bremerton and Kitsap County.
o Encourage overnight stays in local lodging establishments.
o Increase visitation during shoulder-season or traditionally slower tourism periods.
2. Support the City of Bremerton's Tourism Assets and Visitor Economy
o Promote waterfront activities, downtown and other designated business districts (e.g. Charleston and
Manette), arts and culture, maritime and military heritage.
o Enhance City of Bremerton's reputation as a destination community.
3. Demonstrate Measurable Community and Economic Benefits
o Support local businesses in all designed business districts and tourism-related industries.
o Generate visitor spending and economic activity.
o Include a reasonable plan for tracking and reporting outcomes.
4. Leverage Partnerships and Other Resources
o Demonstrate collaboration among lodging providers, businesses, nonprofit organizations, public
agencies, and community partners.
o Demonstrate ability to leverage sponsorships, grants, volunteer support, or other funding sources where
appropriate.
CITY OF BREMERTON LODGING TAX APPLICATION – CY 2027 FUNDING
(Rev. 6/18/26) 2 | P a g e
5. Sports Tourism Development: Projects that support the growth of City of Bremerton's recreation and sports
tourism economy, including the development, promotion, and utilization of regional recreation assets and
sports complexes.
REQUIRED DOCUMENTATION
☐
☐
☐
Financial Documents
Organization’s 2026 Operating Budget
Financial Statements, including Balance Sheet and
Profit & Loss Statement for YE December 31, 2025
Non-Profit Determination Letter
Non-profit organizations must submit tax-exemption
determination letters from the United States Internal
Revenue Service.
Articles of Incorporation/By-Laws
Articles of incorporation and/or bylaws help us
establish who has the authority to bind the
organization by contract.
☐
☐
☐
Designation of Authorized Official
In addition to the Articles of Incorporation and/or by laws,
documentation of the governing body’s authorization for the
representative of the agency to contractually bind the agency is
also needed and consists of a signed letter from the
Chairperson of the governing body providing the name, title,
address and telephone number for each authorized individual.
Project Proposal and Detailed Budget (see pages 3-4)
Current Year IRS Form 990 and Current Board of Directors
APPLICANT INFORMATION
Organization Name (Entity’s Legal Name)
Date
Street Address
Mailing Address (if different from street address)
City
State
Zip
City
State
Zip
Phone
Fax
Email
Type of Organization ☐ 501 (c)(3) ☐ 501 (c)(6)
☐ Municipality
Founding Year
Number of Staff
Organization’s Tax ID Number
Organization’s Unified Business Identifier (UBI)
UBI Expiration Date
Website Address
Facebook Page
Twitter Username
Instagram Username
Name of Executive Director/President or Equivalent
Phone/Email
Application Contact Person
Phone/Email
Project Contact Person if different than above
Phone/Email
CITY OF BREMERTON LODGING TAX APPLICATION – CY 2027 FUNDING
(Rev. 6/18/26) 3 | P a g e
PROJECT INFORMATION
PROJECT TYPE – CHECK ONLY
ONE CATEGORY. (COMPLETE A
SEPARATE APPLICATION IF
APPLYING FOR MORE THAN ONE
PROJECT TYPE.)
EVENT DATE
OR PROJECT
TIMEFRAME
TOTAL PROJECT
AMOUNT
AMOUNT REQUESTED
FROM CITY OF
BREMERTON LODGING
TAX
A ☐ Event Marketing and Operations
B ☐ Destination Marketing & Visitor
Promotion
C ☐ Event Development
D ☐ Sports Tourism Development
E ☐ Destination Branding, Tourism
Planning, Research & Capacity
Building
F ☐
Tourism Asset & Experience
Development
LTAC FUNDING ALLOCATION DEFINITIONS – To Be Detailed in Your Project Proposal
PRIORITY DEFINITION REQUIREMENTS & METRICS
Event Marketing and
Operations
Existing events that attract visitors to City
of Bremerton & demonstrate the potential
to generate overnight stays, increase
visitation, & support all business districts.
Funding may support event marketing,
promotion, visitor services, & event
operations directly related to attracting
visitors.
Identify target audience and visitor market.
Describe anticipated visitor impact and overnight
stays, if applicable.
Provide a plan for tracking attendance and visitor
origin.
Preference given to events demonstrating regional
draw, repeat attendance, and measurable economic
impact.
Destination
Marketing & Visitor
Promotion
Marketing efforts to attract visitors to City
of Bremerton's tourism assets, events,
waterfront, arts and cultural experiences,
historic resources, recreation
opportunities, & all designated business
districts.
Clearly identify target audience.
Include a measurable call to action.
Describe anticipated visitor outcomes.
Preference given to projects that promote overnight
visitation, extend or repeat visitor stays.
Event Development New or emerging events with the
potential to become recurring visitor
attractions that contribute to City of
Bremerton's tourism economy and
community identity.
Demonstrate potential for growth over multiple year s.
Identify target audience and visitor attraction strategy.
Describe anticipated economic and visitor impacts.
Preference given to projects with potential to become
recurring signature Bremerton events that attract
regional visitors and generate overnight stays.
Sports Tourism
Development
New or expanding sporting events,
tournaments, races, leagues, and camps,
that attract participants/ visitors and
support overnight stays. Projects that help
establish City of Bremerton as a regional
destination for youth, amateur, and
recreational sports and that maximize the
tourism potential of community recreation
assets and sports complexes.
Demonstrate potential visitor draw.
Describe participant and spectator markets.
Include a multi-year growth strategy.
Preference given to events generating overnight
visitation and off-season tourism activity.
CITY OF BREMERTON LODGING TAX APPLICATION – CY 2027 FUNDING
(Rev. 6/18/26) 4 | P a g e
PRIORITY DEFINITION REQUIREMENTS & METRICS
Destination Branding,
Tourism Planning,
Research & Capacity
Building
Projects that strengthen City of
Bremerton's identity as a visitor
destination through branding, research,
destination development, storytelling, and
strategic tourism initiatives that support
long-term growth in visitation and
overnight stays. Examples may include
tourism strategic plans, content creation,
visitor information systems, and tourism
capacity-building efforts.
Demonstrate benefit to Bremerton's tourism economy.
Identify measurable outcomes.
Explain how the project supports long-term tourism
development and visitor attraction goals.
Tourism Asset &
Experience
Development
Investments that enhance, expand, or
create visitor-serving experiences,
facilities, amenities, wayfinding,
recreation opportunities, or attractions
that strengthen City of Bremerton's appeal
as a destination. Eligible projects may
include improvements that increase
awareness, accessibility, connectivity, or
visitor use of City of Bremerton's
recreational assets, including regional
parks, trails, and outdoor recreation
destinations.
Demonstrate visitor benefit and tourism relevance.
Identify other funding sources or partnerships where
applicable.
Describe anticipated long-term tourism impact.
Preference given to projects that create lasting visitor
experiences and support overnight visitation.
ADDITIONAL CONSIDERATIONS FOR FUNDING RECOMMENDATIONS
In addition to meeting the requirements of a priority category, applications may be evaluated based on their ability to
advance one or more of the following City tourism objectives:
Demonstrated partnerships with lodging establishments, including hotels and short-term vacation rental operators,
that increase the likelihood of generating measurable overnight stays within the City of Bremerton.
Increase visitation during shoulder seasons or traditionally slower tourism periods.
Support vitality across the various business districts, in addition to waterfront activation.
Enhance City of Bremerton's reputation as a regional destination.
Encourage repeat visitation and extended visitor stays.
Demonstrate partnerships among local businesses, lodging providers, nonprofit organizations, and public agencies
to leverage resources and marketing efforts.
Leverage additional funding sources, sponsorships, or in-kind contributions.
Create measurable economic benefits for City of Bremerton businesses and lodging establishments.
Strategic plan that the event will later function successfully on its own and will not rely on LTAC indefinitely.
If a former LTAC recipient demonstrated history in meeting projected economic impact.
Projects that promote and enhance City of Bremerton's regional recreation assets, including parks, trails, waterfront
amenities, and outdoor recreation opportunities, will receive additional consideration due to their ability to attract
visitors and strengthen Bremerton's identity as an active outdoor destination.
A “tourist” or “visitor” is described as people traveling:
For business or pleasure staying overnight in paid accommodations;
To a place 50 miles or more one way from their place of residence or business; or
From another country or state outside of their place of residence or their business.
CITY OF BREMERTON LODGING TAX APPLICATION – CY 2027 FUNDING
(Rev. 6/18/26) 5 | P a g e
APPLICANT CERTIFICATION, ASSURANCES, AND AUTHORIZED SIGNATURE
By signing below, the applicant certifies and agrees that:
The information contained in this application is true, accurate, and complete to the best of the applicant's
knowledge.
The applicant will comply with all applicable federal, state, and local laws, regulations, and requirements related to
the use of Lodging Tax funds.
The applicant does not and will not unlawfully discriminate on the basis of race, color, national origin, religion, sex,
age, disability, ethnicity, or any other protected status in the administration of the funded project.
Any funds awarded through this program will be used solely for the purposes described in the approved application
and in accordance with applicable City of Bremerton Lodging Tax Advisory Committee requirements.
Reimbursement requests will be supported by appropriate documentation and submitted in accordance with City
requirements.
Failure to comply with funding requirements, reporting requirements, or reimbursement procedures may result in
denial of reimbursement requests, termination of funding, and/or repayment of previously reimbursed funds.
The applicant will submit all required reports and performance measures as specified by the City.
The undersigned certifies that they are authorized to submit this application on behalf of the applicant organization,
enter into agreements related to the requested funding, and bind the organization to the commitments and obligations
described herein.
I certify that I have read and understand the requirements of this application and that the information provided is
accurate and complete to the best of my knowledge.
Certified By: Signature Date
Name and Title of
Authorized Rep
Name of Organization
Email and Phone
Number
CITY OF BREMERTON LODGING TAX APPLICATION – CY 2027 FUNDING
(Rev. 6/18/26) 6 | P a g e
GENERAL SCORING MATRIX
Category Points
Tourism Impact & Visitor Attraction 25
Community & Economic Benefit 20
Overnight Stay Potential 15
Organizational Capacity 15
Marketing & Promotion Strategy 10
Partnerships & Leveraging Resources 10
Reporting & Measurement Plan 5
While room-night generation remains an important consideration, applications will be evaluated holistically based on
their overall contribution to Bremerton's tourism economy and visitor experience.
SELECTION, AWARD, AND CONTRACTING
The Lodging Tax Advisory Committee's (LTAC) funding recommendations are advisory in nature and are
subject to approval by the Bremerton City Council before December 31, 2026. Recommendations are also
contingent upon available lodging tax revenues and Council appropriation.
Funding is awarded on a competitive basis, and neither an application nor a recommendation by the LTAC
guarantees an award. The City reserves the right to award full, partial, or no funding to any applicant and may
attach conditions to an award to ensure alignment with program objectives and available resources.
Following Council approval, contracts will be initiated by the City's Administration. Contracts exceeding
$100,000 are also subject to City Council approval. No funds may be expended or reimbursed until a fully
executed agreement is in place.
All funding recipients must comply with applicable federal, state, and local laws, execute the required
agreement, and satisfy all reporting and performance requirements established by the City. Failure to comply
with contractual obligations or reporting requirements may affect eligibility for future funding opportunities.
Applicants are strongly encouraged to review the sample contract and post -event reporting exhibits available
on the City of Bremerton's LTAC webpage under "Contracting and Post -Event Reporting." These materials
provide additional information regarding the City's contracting process, reporting expectations, and
documentation requirements for funding recipients.