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HomeMy WebLinkAboutRESPONSE - RFP - 8796 SPORTS COMPLEX ECONOMIC IMPACT & FEASIBILITY STUDYProposal No. 8796: Sports Complex Economic Impact and Feasibility Study Gerry Paul Purchasing Director City of Fort Collins Purchasing Division 215 N. Mason Street, 2nd Floor Fort Collins, Colorado 80524 Submitted via Email to: purchasing@fcgov.com September 21, 2018 Table of Contents A. Cover Letter & Executive Summary B. Vendor Information C. Scope of Proposal D. Firm Capability D.1. Organization Chart D.2. Firm Qualifications D.3. Previous Experience D.4. References E. Assigned Personnel E.1. Project Team E.2. Professional Biographies E.3. Current Workload F. Availability G. Sustainability & TBL Methodology H. Cost & Work Hours Cover Letter & Executive Summary www.hundenpartners.com September 21, 2018 Gerry Paul Purchasing Director City of Fort Collins Purchasing Division 215 N. Mason Street, 2nd Floor Fort Collins, Colorado 80524 RE: Proposal No. 8796: Sports Complex Economic Impact & Feasibility Study Dear Mr. Paul, The Hunden Strategic Partners (HSP) Team, which includes sports architect Chris Kastelic of Perkins+Will and Mike Millay of Clancy’s Sports Properties (former Executive Director of ESPN Wide World of Sports at Disney), is pleased to submit the attached proposal regarding the proposed sports complex in Fort Collins, Colorado. HSP believes it provides the right fit for the needs of the City of Fort Collins as our professionals have performed these same tasks for a number of similar athletic complex projects across the country. HSP, led by Rob Hunden, is a leading destination development consulting firm with its primary office in Chicago. The firm offers the full-range of market and financial analytical services for specialty destination assets such as youth sports complexes, recreational and sports facilities, event venues, convention centers and hotels, mixed-use developments, entertainment districts, and attractions. HSP provides its clients with an industry-savvy approach to each study. HSP has experience throughout North America with professional staff in Chicago, San Diego, and Minneapolis. Mr. Hunden and his company have worked on more than 550 studies and more than $3.5 billion in built, successful and transformative developments. Perkins + Will, represented by Chris Kastelic, has created innovative and award-winning designs for the world’s most forward-thinking clients, including numerous indoor and outdoor youth sports complexes and recreation facilities. Perkins+Will professionals are architects, interior designers, urban designers, landscape architects, consultants, and branded environment experts who approach design from all scales and perspectives. The staff of over 2,000 professionals brings together design excellence, functional performance, and social responsibility to advance project goals. Hunden and Kastelic have worked on many similar projects and are currently working on five similar studies together. Clancy’s Sports Properties (CSP), led by Mike Millay, is a full-service management consulting and planning firm, based in Orlando, FL, focusing on sports related services to governmental agencies, not-for-profit agencies and youth sports businesses. CSP was established to support Sport Commissions, CVBs and government agencies alike in optimizing their sports offerings, developing and packaging them effectively to specific market needs to ensure maximum participation. CSP will advise on sports marketing strategies and suggestions for the destinations. Mike Millay, CEO, has decades of experience running major youth sports facilities, such as ESPN Wide World of Sports at Walt Disney World and brings this experience to our team. www.hundenpartners.com Why choose the HSP Team? § Experience in the market analysis, feasibility and financing of sports developments – youth, local, amateur and professional. HSP has experience consulting on dozens of studies and built complexes throughout the United States, including some of the most successful. These studies include: o Castle Rock, Colorado o Grand Junction, Colorado Event Center o Irvine, California (Great Park) o Westfield, Indiana (Grand Park) o Rancho Santa Margarita, California o Placer Valley, California o Williamson County, Tennessee o Grand Rapids, Michigan § Experience in Colorado. The HSP team has worked extensively in Colorado including in Fort Collins, Denver, Castle Rock, Basalt and Aspen, among others. § Comprehensive, Honest Analysis. Simply put, HSP provides thorough, comprehensive and transparent analyses. Each report is unique, independent, complete, and supported by strong methodology. § Small firm with national scope and local focus. As a small, principal-owned firm with 12 professional staff, HSP has the advantage of being able to focus our national experience on your specific needs. You will deal directly with Rob Hunden as the primary contact and signatory of any contracts, who is available and willing to participate in the potential interview process on October 8, 2018. HSP notes, however, that Columbus Day falls on October 8th and many government offices and businesses are closed on Columbus Day. We remain flexible if the date changes. Hunden Strategic Partners will provide all of these assets under a time structure and pricing that is flexible to the needs of The City of Fort Collins. The following Executive Summary gives an overview of the proposal contained herein. Sincerely, Robin Scott Hunden, President 213 W. Institute Place, Suite 707 Chicago, IL 60610 (O) 312-643-2500 (M) 312-933-3637 (F) 312-643-2501 www.hundenpartners.com EXECUTIVE SUMMARY Hunden Strategic Partners has prepared a comprehensive proposal for the City of Fort Collins to review, which includes vendor information, firm capability, assigned personnel, availability, a statement of sustainability, a detailed cost proposal, and a proposed scope of work. Since 2006, HSP has distinguished itself by conducting due diligence and tailored research necessary to give each client a unique and specialized approach to their questions and challenges. HSP takes a top-down and bottom-up approach to each and every analysis. The firm’s process of gathering the necessary market data is thorough and specific to each project. Once the initial report is complete, HSP has the capacity to see the project through the master planning phase, and all the way through development, management programming, and successful completion. HSP proposes a scope of work that meets or exceeds all of the elements necessary for a study of this type and addresses all the areas delineated in the project description. HSP’s proposed approach, detailed later in the scope of work section of this proposal, is as follows: § Task 1 – Kickoff, Project Orientation, Interviews § Task 2 – Economic, Demographic and Tourism Analysis; SWOT § Task 3 – Local Inventory and Participation Trends § Task 4 – Local and Regional Sports Facilities Analysis § Task 5 – Sports Tournaments and Opportunity Analysis § Task 6 – Case Studies § Task 7 – Support Amenities: Hotel and Restaurant Supply Analysis § Task 8 – Site Analysis § Task 9 – Recommendations; Drawings and Budgets § Task 10 – Demand and Financial Projections § Task 11 – Governance, Funding and Marketing § Task 12 – Economic, Fiscal, and Employment Impact Analysis The Hunden Strategic Partners Team will provide the City of Fort Collins with consistent day-to- day leadership and management through a three-person team: Rob Hunden, President and Principal in Charge; Michael Montgomery, Project Manager; and Chris Kastelic, Principal at Perkins + Will. The HSP management group possesses a rich tapestry of experience, much of which is captured in the biographies provided. Although the time spent on the project from a day-to-day basis may fluctuate, each of the HSP professionals will be available to the Client on a full-time basis. They will also promptly provide deliverables outlined in the scope of work under a time structure that is agreed upon by the Client. Lastly, the management group provides thorough, comprehensive and transparent analyses. HSP tells you the truth about the potential for your project, especially the www.hundenpartners.com numbers. As a principal-owned firm, Hunden has the advantage of being able to focus national experience on your specific needs. HSP crafts each study to the needs of the market and client. HSP has implemented business practices to assure quality control, coordination of all disciplines, and a high-quality end product/final report. HSP has a lineal process for fact checking and quality control checks that are conducted at every level, then finally by our project management group. The control process is in place to ensure the delivery of quality information and reports. Each task shall be broken down into discrete and sequential components, separated by milestones, at which sign-off on the deliverables of the process component takes place. HSP has a competent and trained staff to carryout independent checks of the critical tasks and report, as required. Finally, Hunden Strategic Partners uses one of the industry’s most relied upon multiplier models, IMPLAN. This input-output model estimates the indirect and induced impacts, as well as employment impacts, based on the local economy. HSP is proud to have a multitude of returning clients. Our references provide us with continued support and future business. Vendor Information HUNDEN STRATEGIC PARTNERS Vendor Information AREAS OF EXPERTISE Mixed-Use Developments Event Centers, Arenas & Stadiums Sports & Recreation Entertainment/Retail Arts & Cultural Facilities Hospitality & Hotels Convention & Conference Centers Convention Headquarters Hotel Specialty Real Estate Fairgrounds & Expo Centers PRIMARY CONTACT Rob Hunden, President 213 W. Institute Place., Suite 707 Chicago, IL 60610 (o) 312.643.2500 (m) 312.933-3637 (e) rhunden@hundenpartners.com www.hundenpartners.com Hunden Strategic Partners is a full-service real estate development advisory practice specializing in destination assets. With professionals in Chicago, San Diego, and Minneapolis, HSP provides a variety of services for all stages of destination development in: Real Estate Market & Financial Feasibility and Development Consulting; Economic, Fiscal & Employment Impact Analysis (Cost/Benefit); Organization Development; Public Incentive Analysis; Economic and Tourism Policy/Legislation Consulting; Research & Statistical Analysis; and Developer Solicitation & Selection, Private Management Company Solicitation & Selection. HSP is an S-corporation with 12 employees. The primary office that will service the City of Fort Collins is located in Chicago. Since 2006, Hunden Strategic Partners (HSP) professionals have provided all of the above services for hundreds of client projects worldwide for the public, non-profit and private sectors. In addition, HSP professionals have prior professional career experience in municipal and state government, economic and real estate development, real estate law, hotel operations and non-profit management. Over 80 percent of HSP’s clients are public purpose entities, such as municipalities, counties, states, convention bureaus, authorities and other quasi-government entities empowered to conduct real estate, economic development and tourism activities. HUNDEN STRATEGIC PARTNERS Subconsultant Information Scope of Proposal www.hundenpartners.com 1 UNDERSTANDING The City of Fort Collins (City or Client) is seeking a qualified firm to assess the market demand, financial feasibility and economic impact of a proposed sports complex (Project) in Fort Collins, Colorado. The Hunden Strategic Partners Team (Team or HSP), including sports architect Chris Kastelic from Perkins + Will, proposes to determine the needs, market, potential funding and programming to assess the viability of the Project. HSP has completed similar studies throughout the region and nationally, including in Castle Rock (Colorado), Jefferson Parish (Louisiana), Henderson and Lexington (Kentucky), Williamson County (Tennessee) and many other locations in the Midwest and on both coasts. Fort Collins is located at the base of the foothills of the Rocky Mountains, 65 miles north of Denver. It is home to approximately 168,000 residents. HSP understands the Client’s desire to offer these residents and visitors a City operated sports complex that can be utilized in a number of ways to best serve the community and that can retain and attract new residents – and sports tournaments – by providing an improved quality of life, hotel stays, new jobs and economic impact. HSP understands that the Client would like to explore the option of having an indoor or outdoor facility that would attract weekend events and reduce travel for its own citizens. By the conclusion of HSP’s comprehensive analysis, the City will know the local need for sports facilities, understand the physical and budgetary challenges it faces in embarking upon new construction and management of these facilities, and its position within the competitive environment. The Hunden Strategic Partners Team has extensive experience guiding these types of projects from concept to reality and we bring this experience to the Fort Collins study. APPROACH HSP proposes a scope of work that meets or exceeds all of the elements necessary for a feasibility study of this type and addresses all the areas delineated in the project description. HSP is happy to discuss any changes to this scope and to modify the report organization and methodology. HSP’s work is proposed as follows: § Task 1 – Kickoff, Project Orientation, Interviews § Task 2 – Economic, Demographic and Tourism Analysis; SWOT § Task 3 – Local Inventory and Participation Trends § Task 4 – Local and Regional Sports Facilities Analysis § Task 5 – Sports Tournaments and Opportunity Analysis § Task 6 – Case Studies § Task 7 – Support Amenities: Hotel and Restaurant Supply Analysis § Task 8 – Site Analysis § Task 9 – Recommendations; Drawings and Budgets § Task 10 – Demand and Financial Projections § Task 11 – Governance, Funding and Marketing www.hundenpartners.com 2 § Task 12 – Economic, Fiscal, and Employment Impact Analysis HSP’s methodology will be as follows: Task 1: Kickoff, Project Orientation, Interviews Much work and study will be accomplished during the kickoff due diligence meetings, including key meetings with the Client, management of the facility and others associated with the Project, as well as in-depth tours. HSP will work with Client representatives to prepare a robust, efficient and intense kickoff trip that may last up to two days. As part of the project orientation, HSP professionals will meet with the internal project team, which consists of City of Fort Collins Parks and Recreation staff and key stakeholders, to confirm goals of the study and other contextual issues related to the project. In addition, HSP will review available data related to the project and identify those contacts and resources necessary to ensure complete review and assessment of critical issues. HSP will also: § Obtain information and data from the Client, City of Fort Collins officials, county departments, and their respective support staffs, as well any other organizations that the Client deems appropriate. § Tour local sports facilities, interview stakeholders from a variety of local private and public organizations, and perform fieldwork as appropriate. Tour other local/regional current youth and adult facilities/fields including high schools and university facilities. Meet and interview management from those facilities/fields. The goal is to understand the current capacity and utilization as well as any plans or need for expansion. § Tour Fort Collins and the surrounding area, and identify and evaluate potential sites. § Review the various projects on which HSP professionals have worked and discuss their attributes, implementation and approach. HSP will explore the applicability of prior projects to the proposed assignment and will strive to gain insight into the Client’s goals for development of the facility. § Gather and analyze background information related to the project, previously completed studies, site plans or designs related to the proposed facility. § Gather and review available economic, demographic and financial data. Task 2: Economic, Demographic and Tourism Analysis HSP will evaluate Fort Collins’ position as an economic center of activity as well as a destination for visitors. HSP will also summarize key demand generator trends and comment on the overall growth prospects for the market. This analysis will provide a realistic assessment of the area’s strengths, weaknesses, opportunities and threats (SWOT). Among the data gathered and analyzed will be: § Geographic attributes, accessibility and transportation links, www.hundenpartners.com 3 § Trends in population growth and income, § Corporate presence, major employers and any significant recent or likely future changes, § Analysis of business and commercial development that may complement an athletic facility, § Higher education and implications for the market and project, § Cores of economic activity, § Major retail destinations, § Profile public assembly and other meeting facilities locally and regionally, § Arts, culture and entertainment assets and activity, § History and expected future trends for tourism, and § General real estate trends, with special emphasis on sports, tourism and major demand generators. As part of this task, HSP will profile the neighborhood demographics using ESRI Tapestry Segmentation analyses. This analysis tool classifies U.S. residential neighborhoods into 67 distinct segments based on demographic and socioeconomic characteristics and will help the Team assess the proposed site(s) for the new facility. HSP will also profile nearby developments, major roadways, development trends and other factors at play that will materially impact future development opportunity in the development area. Task 3: Local Inventory and Participation Trends In this task, HSP will determine both the supply of local sports facilities and the demand for sports to determine if more facilities are needed to support local use. HSP will review and survey the existing owner-furnished inventory of sports facilities in the area, including facilities at the high school and college level. In this analysis, HSP will analyze and document the following conditions: § Number of facilities, § Facility type (indoor or outdoor), § Layout, § Capacity, § User and spectator counts (as available), § Event types and frequency, § Size, § Type of sports usage, § Quality, § Location, § Special needs and adaptive sports usage/sports facilities, www.hundenpartners.com 4 § Life expectancy of each facility as it relates to the demand, and § Unique characteristics. HSP will then inventory and survey the current amateur youth and adult sports tournament activity within the area. This inventory will be broken down into the following participation types: § Youth leagues (elite and community), § Youth community recreation, § Adult recreation leagues, and § Professional and semi-professional leagues. HSP will present each type in terms of participation, attendance and facility needs. This will illustrate a geographic understanding of core demand centers in relation to the existing supply. This task will be conducted through interviews with relevant sports clubs and organizations, with a focus on identifying existing demand, current facility supply and the gaps between the two. Sports with excess demand will be identified and presented in terms of their facility needs. The analysis will include both indoor and outdoor sports, with a concentration on the need for new sports facilities. This will provide HSP with an understanding of the current market and enable it to project future uses of the recommended facilities. This will also enable HSP to compile a supply and demand matrix that will take into consideration the location of facilities near population nodes, transportation links and demographic pockets. This matrix will implement the findings from the needs analysis to illustrate areas with adequate sports facility supply and those struggling to meet demand. Task 4: Local and Regional Sports Facilities Analysis Many of the likely events that could occur at a new sports/event complex will be from around the region. In order to understand the competitive situation in which the community and the proposed project finds themselves, the regional competitive sports facilities will be profiled and analyzed. The knowledge gained from new research and HSP’s prior regional studies will provide insight into the local sports market as both competitive and comparative profiles. The regional sports facilities analysis will provide a sense of strengths and weaknesses, as well as opportunities and threats. With so many communities embarking on youth and amateur sports facilities, it is important to understand how the elite teams and leagues operate and how they determine where to host events. This analysis will answer both the competitive supply question and the regional demand question. For example, during an analysis we performed in Westfield, Indiana, it was apparent that local sports and elite organizations create a consistent base of local demand (essentially anchor tenants), while state and regional tournaments offer the most opportunity for impact. National tournaments and events may be smaller than regional tournaments (but not always), however provide national recognition and impact that can start a cycle of tournament hosting success. HSP will also construct a calendar of seasonal usage and tournaments. The calendar will track both the current and potential users. www.hundenpartners.com 5 HSP will utilize our experience and knowledge of facilities throughout Colorado and the region and work with the Client to determine the stakeholders that will be most relevant to the Project and will make reasonable efforts to contact and interview those most relevant. HSP and the Client will mutually agree upon a list of stakeholders for the facility audit. Task 5: Sports Tournaments and Opportunity Analysis Of critical importance to this project is the potential for economic and fiscal impact from the inducement of events from national and regional tournaments. Just like local and small regional tournaments, super-regional and national tournaments can generate significant visitation, spending, room nights and other positive impacts to a community and can even support the development of other real estate uses if enough consistent local and non-local demand occurs onsite. Participants and their families come from farther distances and therefore must spend the night, unlike those from the 100-mile region that may be “daytrippers.” HSP will conduct interviews of tournament organizers to determine “what it takes” to host tournaments. Questions will focus on what drives site selection for tournaments, cost factors (rent, travel and tournament fees) as well as likelihood to travel to a new facility. Beyond sports facilities, hotels and restaurants are also becoming a critical component, as well as opportunities for non-tournament family fun. A matrix of the critical factors will be created and then this site will be scored against that matrix. If the proposed site cannot accommodate the size of facilities needed for various sports, that will be noted and alternatives suggested. Task 6: Case Studies This Task has helps HSP understand how the proposed facilities will perform based on similar projects developed across the U.S. In order to determine how the proposed facility will perform, HSP will review similar projects developed in the U.S. in the last several years and discuss those under construction or in development, and will focus on both indoor and outdoor facilities. HSP will consider: § Location, § Community size, § Economic/demographic characteristics, § Access, § Visibility, § Size (site and fields/courts), § Physical Development, § Year Built, § Cost and ongoing funding/budgets, § Financing (one-time and ongoing support, if applicable), § Marketing, § Management and Operations, § Performance, § Critical Factors to Success or Failure, § Impacts, if available, and § Others, as appropriate. www.hundenpartners.com 6 These facilities will be profiled and implications discussed. Insight and best practices from the facilities will assist in identifying critical components that will then be implemented into the recommendations. HSP will utilize our experience and knowledge of facilities throughout North America to determine what case studies will be relevant to the Project and make reasonable efforts to contact and interview those most relevant. Task 7: Support Amenities: Hotel and Restaurant Supply Analysis Because of the critical supporting role hotels play in accommodating events and capturing economic and fiscal impact, the assessment of sports facilities cannot be determined without such an analysis. The HSP Team will analyze the existing local hotel and restaurant supply and plot their locations on a map, showing relative distance to Fort Collins and any potential sites. The analysis will determine the proximate quality room count, as well as the community-wide room count, for hotels and the number of sports-friendly restaurants in the nearby area. For hotels, HSP will conduct a historical supply and demand analysis of the competitive set. This will include: § Tracking of occupancy, monthly room night demand, average daily rate (ADR) and Revenue per Available Room (RevPAR), § Performance by: o Year, o Month, o Week, o Day of week, and § Seasonality. The analysis will provide conclusions on the ability of these assets to induce more demand for sports events. HSP will review the recommendations discussed with the client and determine the pro’s and con’s, ranking the needs for the potential/recommended Project. Task 8: Site Analysis During the kickoff, HSP will assess potential sites in coordination with the Client team for the Project. The Client should have pre-identified sites and HSP will discuss those with the City. Given the space requirements for a youth sports complex, HSP will then filter the sites to those that fit the minimum size requirements. HSP will assess the physical requirements of any recommended facility and will suggest minimum site sizes. Other factors to consider will include: www.hundenpartners.com 7 § Access, § Visibility, § Site conditions and size, § Site cost and availability, § Opportunity for expansion, § Impact on tournaments and other economic drivers, and § Others as identified with the Client. HSP will review the recommendations discussed with the Client and determine the pros and cons, ranking the needs for the potential/recommended Project. Task 9: Recommendations In this task, HSP will use implications derived from previous tasks to make recommendations for the proposed new sports facility including amenities, quality and other key elements. The recommendations will consider the results of all the prior tasks, which will point toward logical conclusions regarding every aspect of the facilities. The recommendations may support or modify the size, scope and use of the facilities depending upon many factors, including input from the client. The recommendations for the sports facilities will include: § All indoor physical programmed areas by use, § Outdoor programmed areas by use, § Parking, § Back of house and office spaces, § Restroom and locker room facilities, § Point of Sale kiosks or permanent stands, § Retail, and § Others, as appropriate. HSP will organize their recommendations into recommended scenarios which may include an outdoor facility, an indoor facility, and/or a combined outdoor/indoor facility. Concept Drawings & Budgets. The HSP Team, through Perkins + Will, will develop conceptual drawings and high-level construction budgets for the recommended scenarios. Task 10: Demand and Financial Projections HSP will make projections for the demand of any proposed facilities. These will be projected for a period of ten years. Projections will include demand by type of event/tournament, average www.hundenpartners.com 8 attendance for each type and total attendance by type. Based on the projection of demand and a number of assumptions regarding rental rates, fees, concession per-capita revenues and others, HSP will prepare a financial projection for the facilities. This financial analysis will include the following: § Estimated line-item revenues for ten years of operations. Expenses directly related to the facilities will also be projected for the period. The demand profile, experience with similar facilities and data from existing facilities will be used to model the operating revenues and costs of the new complex and will be incorporated into the business plan. The model will generate a pro forma operating statement that will include revenue and expense items, including the following: o Revenues: rental rates, tournament fees, food and beverage, parking and other income, o Direct operating expenses: wages and salaries, contract services, utilities, maintenance and repair, supplies and other expenses, and o Unallocated expenses: employee benefits, advertising and promotion, general and administrative, professional services, insurance and other expenses. The financials will be presented in a line-item by line-item basis, which will lead to estimates of net operating income or loss. Based on the operating loss or profit, there will be either funds remaining for debt service or there will be a requirement for ongoing operating support by the public. HSP will make sure to review all possible options to limit losses and create operating profits, including advertising, sponsorships, naming rights, etc. HSP will also analyze and suggest the pros and cons to private management versus public management. Task 11: Governance, Funding and Marketing The funding options may influence the governance format of the facility and may also influence the scope and quality of the recommended program. In addition, the site situation will influence the physical program, which will have implications for the management structure. Too small a facility will not generate enough cash flow to make sense for a management company, for example. HSP understands how all of these items affect the others. HSP will therefore be working simultaneously on governance, funding, site size, program size and other considerations as we move forward through the process. HSP will check in with the Client to work through the various opportunities. Funding Options. HSP will provide an overview of funding opportunities for the project, which can include public, private and non-profit options. Each jurisdiction is different and the options available from public sources will vary. Private investment and partnerships will also vary, depending on many factors locally. HSP will work with the City to identify the sources of potential funding, assess the support needed, and the level of funding and capital investment that could be supported. Governance. HSP will also investigate what cooperative, multijurisdictional governance and public-private partnership options exist for such facilities and the pros and cons of different approaches to management, marketing and ownership. HSP will provide its recommendations and examples of formats and structures used in other similar successful facilities. www.hundenpartners.com 9 Marketing. The HSP Team will provide the Client with high-level strategies for marketing, as well as concept drawings and study deliverables that can be shared with City Council members, government officials and potential partners. Should the City desire more in-depth marketing materials or counsel, HSP can engage Mike Millay of Clancy’s Sports Properties to offer expertise in this area in a future phase. Task 12: Economic, Fiscal, and Employment Impact Analysis HSP will conduct an economic, fiscal and employment impact analysis to determine the direct, indirect and induced impacts, including the tax revenues that are generated by projected visitors to any new sports facility. Based on the above analysis, a projection of net new direct spending will be tabulated. New spending is spending that is new to the community as visitors come to Fort Collins and the surrounding area due to a sporting event, spend the night or otherwise spend time or money in the area. HSP will analyze the spending by local residents (transfer spending) and discuss the amount that is recaptured. For example, due to the existence of activity generated by sporting events, economic activity occurs as local residents pass up opportunities to leave the area to spend money. Instead of going to a sporting event in another area, the event keeps their spending within the area. This is considered to be recaptured demand. The net new and recaptured direct spending is considered to be the Direct Impacts. From the direct spending figures, further impact analyses will be completed. § Indirect Impacts are the supply of goods and services resulting from the initial direct spending. For example, an attendee’s direct expenditure on a hotel room causes the hotel to purchase linens and other items from suppliers. The portion of these hotel purchases that are within the local economy is considered an indirect economic impact. § Induced Impacts embody the change in local spending due to the personal expenditures by employees whose incomes are affected by direct and indirect spending. For example, a waitress at a restaurant may have more personal income as a result of the attendee’s visit. The amount of the increased income that the employee spends in the area is considered an induced impact. § Fiscal Impacts represent the incremental tax revenue collected by the City and/or County due to the net new economic activity related to a sporting event. For example, our analysis will estimate the hotel and other tax revenue from an overnight stay by an attendee and considers this a fiscal impact. The fiscal impact represents the government’s share of total economic benefit. Fiscal impacts provide an offset to the potential public expenditures required to host events. HSP will identify the taxes affected and conduct an analysis of the impact on these accounts and governmental units. § Employment Impacts include the incremental employment provided not only onsite, but due to the spending associated with an event. For example, the direct, indirect and induced impacts generate spending, support new and ongoing businesses, and ultimately result in ongoing employment for citizens. HSP will show www.hundenpartners.com 10 the number of ongoing jobs supported by the project and provide the resulting income and income taxes generated. Hunden Strategic Partners uses one of the industry’s most relied upon multiplier models, IMPLAN. This input-output model estimates the indirect and induced impacts, as well as employment impacts, based on the local economy. An input-output model generally describes the commodities and income that normally flow through the various sectors of the economy. The indirect and induced expenditure, payroll and employment result from the estimated changes in the flow of income and goods caused by the projected direct impacts. The model data are available by various jurisdictional levels. DELIVERABLES Preliminary Findings PowerPoint – Prior to the issuance of the draft analysis, HSP will present a PowerPoint by teleconference of our initial findings and recommendations approximately midway through the process. This will allow the Client to provide feedback and determine in a more detailed manner, the next steps in the study process. Draft Analysis – Having completed all the tasks, HSP will compile the results into a fully- documented draft analysis of its findings and recommendations, which will be presented to the Client for review and comment. Final Analysis – Approximately two (2) weeks after receiving comments from the Client, HSP will issue its final analysis. HSP will provide the Client with ten (10) hard copies of the final report, and present the findings in person to Council Members and elected officials. All deliverables will be responsive to the Client’s preference. HSP is flexible in its approach. TIMING HSP proposes to complete the draft analysis for the study in approximately ten (10) weeks from the kickoff and contract authorization, and to complete the study in its entirety twelve (12) weeks of kickoff, assuming edits are received in a timely manner. HSP will provide updates and communication with the Client on an ongoing basis. Firm Capability www.hundenpartners.com ORGANIZATIONAL CHART The Hunden Strategic Partners Team will provide the City of Fort Collins with consistent day-to- day leadership and management through a three-person team: Rob Hunden, President and Principal in Charge; Michael Montgomery, Project Manager; and Chris Kastelic, Principal at Perkins + Will. The remaining team members are as follows: Hunden Strategic Partners Robin Scott Hunden President & Principal in Charge PROJECT MANAGER Michael Montgomery INFOGRAPHICS DIRECTOR Eric Hunden ANALYSTS Derek Bratrud, Laura Sportiello, Chris Block, Nora Leahy, Dillon Gilman ADMINISTRATION & MARKETING Cory Hawkins & Nichole Vick MANAGER Jennifer Hasbrook SUBCONSULTANTS Perkins + Will Chris Kastelic Clancy's Sports Properties Mike Millay FIRM QUALIFICATIONS Bettendorf, IA – Aquatics & Recreation Center Castle Rock, CO – Recreation/Sports Complex Chicago, IL – Chicago Park District Ice Facility Chicago, IL – Gately Park Track Chicago, IL – McFetridge Sports Ice Expansion Elkhart, IN – Youth Sports Complex Elmhurst, IL – Multipurpose Indoor Sports Fishers, IN – Youth Sports Complex Fishers, IN – Minor League Hockey Arena Grand Rapids, MI – Sports Facility Needs Gulf Shores, AL – Sports Facility Needs Assessment Henderson, KY – Recreation/Sports Complex Holland Charter Township, MI – Recreation Center Indianapolis, IN – Youth Sports Complex Irvine, CA – Great Park Sports Complex Jefferson Parish, LA – Youth Sports Complex Joliet, IL – Huskies Hockey Arena Kane County, IL – Cross Country Track Lacey, WA – Indoor Sports Facility Feasibility Las Vegas, NV – Sports Facility Needs Assessment La Vista, NE – Aquatic Facility & Youth Sports Lexington, KY – Youth Sports Facility Medfield, MA – Parks & Recreation Needs Monroe, MI – Arena Reuse Multisport Complex Morehead, KY – Recreation Facility Newnan, GA – Youth Sports Facility Orange County, FL – Indoor Sports Complex Osceola County, FL – Sports Facility Needs Palatine, IL – Park District Facility Needs Rancho Santa Margarita, CA – Sports Facility Rockford, IL – Indoor Sports Complex Saginaw, MI – Indoor/Outdoor Youth Sportsplex Snohomish County, WA – Sports Complex Westfield, IN – Grand Park Sportsplex West Lafayette, IN – Recreation & Aquatics Williamson County, TN – Youth & Amateur Windsor, ON – Sports Complex YOUTH SPORTS FACILITIES FIRM QUALIFICATIONS Albuquerque, NM – Arena Athens, Greece – Olympic Arena Austin, TX – Arena Bentonville, AR – Velodrome Feasibility Chandler, AZ – Wild Horse Pass Motorsports Park Chelan, WA – Outdoor Ice Pavilion Facility Chicago, IL – Gay Softball World Series Chicago, IL – Golf Course Renovation Collier County, FL – Golf Course Needs Assessment DeSoto County, MS – Ice Arena Flat Top, WV – Winterplace Ski Resort Expansion Fort Wayne, IN – Downtown Arena Fort Worth, TX – Texas Motor Speedway Goshen, IN – Multi-Use Ice Pavilion Indianapolis, IN – Bankers Life Fieldhouse Indianapolis, IN – Indiana Pacers Impact Indianapolis, IN – RCA Dome Joplin, MO – Arena Kansas City, MO – Sprint Center Long Island, NY – Nassau Coliseum Lubbock, TX – Minor League Baseball Stadium Mobile, AL – University of South Alabama Stadium Nashville, TN – Music City Motorplex Newton, IA – Iowa Motorsports Speedway Owensboro, KY – Arena Phoenix, AZ – Margaret T. Hance Park Racine, WI – Arena Sacramento, CA – Golden 1 Center Salinas, CA – Laguna Seca Raceway Sparta, KY – Kentucky Speedway St. Joseph, MO – Civic Arena Valparaiso, IN – Arena West Carrollton, OH – Arena & Event Center Wyandotte County, KS – Arena MAJOR LEAGUE & OTHER SPORTS FACILITIES Fieldhouse Recreation Feasibility Study Castle Rock, Colorado Hunden Strategic Partners led a team that included Perkins + Will (formerly Sink Combs Dethlefs) to work with the Town of Castle Rock to complete two studies: the determination of a financially self-sustaining recreation center model as well as an amphitheater feasibility study. This was a unique study, as most recreation centers are developed as public amenities with significant operational losses, however in this case an enterprise model was created that resulted in a facility model that attempts to break even on operations. Comparable facilities and operational models were studied and a recommendation for a development and operating model of the facilities was developed for the next 20 years. The study confirmed the community’s need for a recreation complex. The findings suggested that the community build the facility in two phases, first as a fieldhouse recreation facility (basketball courts, locker rooms, fitness center, baseball fields and multi-purpose field) followed by a traditional full-service recreation center in 2021. The recreational facility opened on October 25, 2014 and includes: Indoor leisure pool with slide; 4 lap lanes; 2 party rooms; trampoline play area; children’s play area; indoor full-sized and half-sized synthetic filed; batting cages; and golf simulator. Client: Town of Castle Rock Time Period: 2010 - 2011 Contact: Rob Hanna, Executive Director Budget: $37M (o) 303-789-5131 (e) rhanna@ssprd.org Multi-Field Sports Complex Feasibility Study Grand Rapids, Michigan HSP led a team that included Clancy's Sports Properties to help the West Michigan Sports Commission (WMSC) conduct a multi-field sports complex feasibility study for the Grand Rapids area. The WMSC wanted to offer a sports complex that could be utilized in a number of ways to best serve the community and could retain and attract new residents and visitors by providing an improved quality of life, hotel stays, new jobs and economic impact. By the conclusion of the sports market demand and financial feasibility analysis, the WMSC knew its position within the competitive environment, the local need for facilities and the physical and budgetary challenges of a multi-field sports complex. The analysis profiled existing and new facilities in the local, state and regional area and explored what kinds of sports should be targeted. The study included site and amenity analyses, sports industry trends, comparable venues, funding and partnership strategies, and economic impact analysis. The final report revealed a need and supportable opportunity for an outdoor multipurpose field complex in the West Michigan area. A new complex has the opportunity to be one of the highest-quality complexes in the region, with championship-caliber facilities and amenities. The HSP team recommended phased construction of 16 multipurpose fields. Recommended programming included tournaments, league play and practices (youth and adult), camps, and high school regional/state events. Client: West Michigan Sports Commission Time Period: 2017 Contact: Mike Guswiler, President Budget: n/a (o) 616-608-1840 (e) mguswiler@westmisports.com Multi-Sport & Recreational Facility Study Newnan, Georgia HSP worked alongside architects at Perkins + Will (formerly Sink Combs Dethlefs) to conduct a market, financial feasibility and impact analysis for a new multi-sport and recreation venue in the City of Newnan, Georgia. The study profiled existing recreation and sports facilities in the local market to understand the current demand and future opportunity. The demand analysis of this study included an assessment of how the existing County-operated facilities and Newnan’s proximity to Atlanta could impact the opportunity for Newnan to leverage its existing strengths and establish itself as a sports tourism destination. HSP met with key stakeholders, interviewed and surveyed existing and potential facility users, analyzed the competition, reviewed the physical and calendar needs of tournaments, analyzed the market, investigated comparable situations and worked within site parameters to identify an optimal development program. The findings indicated that there is stronger demand and opportunity for a new indoor multi-sport venue for events. However, demand for an outdoor multi-sport venue exists in the area as well. Given the quality and capacity of the recommended new indoor facility, inducing major new regional tournaments should be highly achievable. In addition, the study included a recommendation for an outdoor sports facility as a phase II development. Client: City of Newnan Time Period: 2013-2104 Contact: Hasco Carver Budget: n/a (o) 770-253-8283 (e) hcarver@cityofnewnan.org Indoor Youth Sportsplex Market & Feasibility Study; Request for Expressions of Interest Process South Bend- Mishawaka, Indiana Hunden Strategic Partners led a team that included Perkins + Will for Visit South Bend Mishawaka (VSBM), in South Bend-Mishawaka, IN, to study the need and opportunity for the development of a multi- purpose indoor and/or outdoor youth athletic complex. HSP performed a market assessment, revenue projections and operation costs for the project. The analysis also included a comprehensive market analysis for various sports and facilities to determine the local need as well as any potential opportunity to host tournaments. HSP determined the potential funding for a sports facility in South Bend-Mishawaka. The study profiled existing and new youth and/or adult sports facilities in the local and regional area in order to understand the current demand, future uses and the economic impact and feasibility of recommendations. VSBM was interested in understanding how a sports facility could best serve the community by providing an improved quality of life, hotel stays, new jobs and economic impact. HSP is helping VSBM understood the physical and budgetary challenges it faces in embarking upon the construction and management of these facilities. Part of HSP’s assistance is through the Request for Expressions of Interest (RFI) Process. HSP is currently assisting VSBM to locate interested operators, programming and funding through this process. Client: Visit South Bend Mishawaka Time Period: 2015 - Present Contact: Rob Decleene, Executive Director Budget: estimated $32M (o) 574.400.4022 (e) rdecleene@visitsouthbend.com Cumberland Park Indoor Recreation & Aquatics Study West Lafayette, Indiana HSP worked with the City of West Lafayette and professionals at Perkins + Will to conduct an indoor recreation and aquatics center feasibility study. West Lafayette, Indiana is home to Purdue University and a highly educated and engaged population with an interest in wellness and in particular, competitive swimming. The City engaged the team to conduct a comprehensive needs assessment, market analysis, financial feasibility and design for the proposed facility. HSP contributed to the study as the lead market analytics consultant. The study included a market and demographic analysis, the development of an operations plan, and the development of revenue estimates. Other elements included a citizen participation plan, program development, concept design, site planning and development, and cost estimate development. Upon completion of the analyses, the Team made two recommendations. The first scenario includes a gymnasium, fitness, community and support spaces as well as the hybrid zero-entry depth warm-water recreation pool with four lap lanes and a 25 yard 8 lane competition lap pool. The second scenario includes the same as the first scenario minus the 25 yard 8 lane competition lap pool. The City is now reviewing the information to determine which scenario they wish to pursue. Client: City of West Lafayette Time Period: 2017-2018 Contact: Erik Carlson, Director of Development Budget: n/a (0) (765) 775-5160 (e) ecarlson@wl.in.gov Indoor/Outdoor Sports Complex Feasibility & Impact Williamson County, Tennessee HSP worked with the Williamson County Convention and Visitors Bureau to determine the market demand, financial feasibility and economic impact of a potential youth and amateur multisport complex to be located in Williamson County. HSP looked at both indoor sports opportunities, as well as outdoor fields. Due to the closure of a major indoor facility by private owners, the community experienced a decline in youth sports tournament impact. This loss of impact was measurable and supported the notion that youth sports has a very real and positive impact on the local economy. Williamson County has grown to become a popular destination for youth and amateur sports teams and events both regionally and nationally. Some of this popularity stems from the County’s location and access to much of the country, as well as its climate and adjacency to Nashville. The HSP Team explored what kind of sports should be targeted as well as the optimum number of sports facilities the County should construct for year- round use. HSP made recommendations for indoor and outdoor developments. HSP worked with design firm Perkins + Will to develop recommended layouts and programs for the indoor and outdoor facilities, then produced demand and financial models, as well as attendance and economic, fiscal and employment impact models to show how well the projects would perform. Client: Williamson County CVB Time Period: 2016 Contact: Ellie Westman Chin Budget: estimated $60M (0) 615.591.8514 (e) ellie@visitwilliamson.com Indoor Sports and Recreation Facility Feasibility Study Lacey, Washington Hunden Strategic Partners is currently working with Perkins + Will for the City of Lacey, Washington to conduct an indoor sports and recreation feasibility study for the community. Situated on the southern tip of Puget Sound near Mt. Rainier, the community boasts one of the state’s largest outdoor athletic complexes and serves a community dedicated to health and recreation. The City of Lacey is specifically interested in an indoor facility which will include competition-worthy offerings such as a track for walking/running, courts for basketball, volleyball and pickleball as well as other potential indoor uses for sports such as baseball, softball and soccer. HSP will conduct an economic, demographic and tourism analysis as well as a local sports supply and demand analysis. HSP will investigate other competitive and comparable case studies and facilities throughout the state and region. HSP will also review the local hotel market analysis and make recommendations including operations and maintenance as well as develop demand and financial projections and complete an economic, fiscal and employment impact analysis for the facility. Client: City of Lacey Time Period: 2018-current Contact: Jen Burbidge, Parks & Recreation Director Budget: n/a (o) (360) 491-0857 (e) jburbidge@ci.lacey.wa.us Chicago Parks District - Various Studies Chicago, Illinois Hunden Strategic Partners has worked with the Chicago Parks District on a number of sports and recreation studies through the years. In 2017, HSP worked with the CPD to conduct a market demand, financial feasibility and economic impact analysis by combining the Jackson Park and South Shore golf courses into one new PGA Tour quality golf course. The goal of the study was to provide the CPD with an assessment of the competitive golf market within Chicago, the financial feasibility and overall economic impact from the proposed project to the City of Chicago. The CPD hoped to combine the two courses into one 18-hole course capable of accommodating both local play and professional tournament events in a partnership with the PGA. Also in 2017, HSP conducted a market and financial feasibility analysis for the expansion of the McFetridge Sports Center to include a new studio ice rink. The studio sheet of ice was proposed to accommodate figure and ice skating programming, potentially allowing for an increase in hockey programming on the main sheet. HSP assessed how the site, existing facilities and access may impact the opportunity for the CPD to leverage its existing strengths and expand its sports offerings. Previously, from 2011 to 2014, HSP worked with the CPD twice on an evolving project. In the first iteration, a private developer approached the Chicago Park District about joint development and management of a two-sheet ice-facility to serve the needs of the southern portion of Chicago. In the second iteration, the second ice sheet was replaced with a gymnastics facility. Construction on the 64,000-square foot facility broke ground in 2014 and encompasses seating for 850 to 1,000, skate rentals, concessions areas, meeting and party rooms, viewing areas, offices, restrooms and team locker rooms. Client: Chicago Parks District Time Period: ongoing Contact: Steve Lux, CFO Budget: varies (o) 312-742-4761 (e) steve.lux@chicagoparkdistrict.com www.hundenpartners.com HSP REFERENCES Name: Chicago Park District Contact: Steve Lux Position: Chief Financial Officer, Chicago Park District, City of Chicago 541 North Fairbanks Chicago, IL 60611 Dates: 2011-Present Services: Multiple Chicago Park District sports & recreation analyses Phone: (O) 312.742.4761 Email: steve.lux@chicagoparkdistrict.com Name: Town of Castle Rock Parks & Recreation Department Contact: Rob Hanna Position: Executive Director, South Suburban Parks & Recreation; Formally, Executive Director of Town of Castle Rock Park and Rec 6315 S University Blvd Centennial, CO 80121 Dates: 2011 Services: Recreation Center, Fieldhouse and Amphitheater Study Phone: 303-789-5131 Email: rhanna@ssprd.org Name: Visit South Bend – Mishawaka Contact: Rob DeCleene Position: Executive Director, Visit South Bend Mishawaka Address: 101 N Michigan Street, Suite 300 South Bend, IN 46601 Dates: 2015-2016 Services: Market and feasibility study for indoor youth sports Phone: (O) 574.400.4022 Email: rdecleene@visitsouthbend.com Assigned Personnel www.hundenpartners.com PROJECT TEAM The following is a list of the complete Hunden Strategic Partners Team that is available to the City of Fort Collins, along with their individual areas of responsibility. An asterisk (*) denotes a detailed resume is included later in the section. Rob Hunden* President and Principal in Charge Rob Hunden will lead the HSP Team to complete the study and is the primary contact and signatory of any contracts. He manages the day to day study process and is personally involved in all tasks included in the scope of work. Michael Montgomery* Project Manager Mr. Montgomery will act as project manager. He has contributed to and/or managed dozens of projects at HSP, and brings a deep understanding of the competitive supply and potential demand for tournaments and local usage for a variety of sports uses. Chris Kastelic* Principal, Perkins + Will Chris Kastelic joins the HSP Team as a sports architect consultant. Chris’ outstanding design and planning skills will be a valuable asset to the project team. He has spent his career working on a variety of recreation, athletic and event facility projects across the nation. He will be responsible for assisting HSP in cost estimating, and for any conceptual budgets and drawings. Mike Millay* President and Principal in Charge, Clancy's Sports Properties Mr. Millay has been engaged by HSP as a subconsultant on numerous occasions and joins the HSP Team as a leading expert in sports business and marketing strategies. Eric Hunden Director of Infographics Mr. Eric Hunden provides 25 years of experience in demographic research, case studies and complex mapping as HSP’s infographics director. His specialty is communicating concepts and important information through varying types of maps and graphics, including three-dimensional downtown maps, demographic migration pattern maps, drive-time analyses and competitive marketplace maps. Jenn Hasbrook Manager As office manager, Ms. Hasbrook oversees the completion and proofreading of all studies and reports. Ms. Hasbrook has worked as a private grant writing and administration consultant for multiple not-for-profit organizations throughout Indiana. Her expertise includes grant writing, facility operations, team supervision, project management, public relations, crisis intervention, strategic planning, and office administration www.hundenpartners.com Chris Block Analyst Mr. Block has conducted research for many projects at HSP, including studies on sports venues, mixed-use developments, entertainment venues, convention/expo centers and potential hotel development projects. His research includes in depth market and data analysis and profiling comparable and competitive facilities in different markets to assess potential success. His focus and expertise has turned specifically to national hospitality market trends, as he works closely with private developers on examining growing markets. Derek Bratrud Analyst Mr. Bratrud has contributed to numerous studies at HSP, including sports, downtown developments, entertainment venues, sports facilities and hotels. His focus and expertise has turned specifically to sports and recreation market trends. Nora Leahy Analyst Ms. Leahy is a key player on both the analyst team and the marketing team. She works in tandem to provide content reviews and analytics to HSP’s reports and other deliverables. She comes to HSP with extensive experience in arts placemaking and grant writing. Laura Sportiello Analyst Ms. Sportiello manages the creation of client interview presentations, as well as the creation and distribution of press releases related to developer selection processes. Laura has experience completing numerous key scope items for HSP client feasibility studies. This includes assessing competitive environments, as well as conducting demand and stakeholder interviews, assessing surveys and reviewing and editing internal drafts. Dillon Gilman Analyst Mr. Gilman has contributed to numerous projects and studies at HSP, including studies for entertainment districts, mixed-use projects, hotels, sports, convention and equestrian/rodeo projects. Dillon’s research includes hundreds of interviews, dozens of surveys, and profiles of comparable and competitive facilities to assess competitiveness and potential performance. In addition to the team members listed above, the administrative and marketing employees of the HSP Team include Cory Hawkins, Nichole Vick, and Tate Butler, all of whom are available to provide support services for ongoing projects. EXPERIENCE: Mr. Hunden and his firm offer extensive experience in the economics of all manner of sports, extreme sports, master plans, real estate projects, including compelling convention center and headquarter hotels, recreation, and tourism projects, as well as mixed-use developments, hotels and entertainment districts. Over the past 20+ years, Mr. Hunden has provided economic development, finance and planning expertise and conducted more than 500 feasibility and economic impact studies, including for some of the most notable projects in the U.S. He has had a hand in the development of more than $3.5 billion in completed, transformative projects, including arenas, convention centers, major convention hotels, compelling boutique hotels, entertainment districts in several cities, theme parks and major tourist attractions. Rob has written articles on downtown developments and taught college-level Destination Development courses. He has conducted IEDC panel discussions and taught numerous professional development courses for IEDC over the past 12 years. Due to Mr. Hunden’s strong background and experience in economic development and finance, he has become an industry leader in determining the economic impact of projects of all types. ECONOMIC IMPACT EXPERIENCE HSP has conducted dozens of tennis and sports facility studies throughout the United States and Canada. Studies include Westfield (IN), La Vista (NE), Williamson County (TN), Osceola County (FL), Irvine (CA), Windsor (ON), Collier County (FL), Medfield (MA), Palatine (IL), multiple Chicago Parks and Recreation Sports Studies and many others. SPORTS MARKET & FEASIBILITY EXPERIENCE RECOGNIZED INDUSTRY LEADER Mr. Hunden’s career arc includes both the public and private sectors, including at the Indianapolis Bond Bank, managing placemaking development projects for the Mayor’s Office in the mid-90's. Over the past 25+ years, he has become an industry expert and frequent speaker and author in economics of placemaking, including: hotel, convention/expo, restaurant/entertainment districts, youth sport complex, arena/stadium and tourism master plans, among others. ROBIN SCOTT HUNDEN President & CEO HSP has worked extensively in Colorado, including in Fort Collins, Denver, Castle Rock, Aspen and Thornton, among others. Studies have ranged from sports complexes to expo centers to mixed-use developments. EXPERIENCE IN COLORADO MICHAEL MONTGOMERY Project Manager EXPERIENCE: Mr. Montgomery has managed dozens of projects at HSP, including numerous sports, mixed-use, entertainment district, organizational assessment, entertainment, hotel and convention/expo projects. These involve a deep understanding of the competitive supply and potential demand for local, regional and national usages. He has worked on dozens of market and financial analyses, including an incremental tax revenue analysis for multiple hotels, bourbon distillery visitor centers and a theme park study for the Kentucky Tourism, Arts and Heritage Cabinet. His research includes in depth market and data analysis and profiling comparable and competitive facilities in different markets to assess potential success. His focus and expertise has turned specifically to national hospitality market trends, as he works closely with private developers on examining growing markets. Mr. Montgomery has a Bachelor of Science in Management-Finance from the Purdue University Krammert School of Management. Sports Development Projects Chelan, WA Outdoor Ice Arena; Proposed indoor/outdoor youth sports complexes in Orange County, Osceola County and Collier Counties in Florida, as well as a major youth sports complex near New Orleans. Amateur sports facilities including South Bend-Mishawaka IN, Saginaw and Holland Charter Township, MI and La Vista, Nebraska. Collier County, FL municipality-own golf course feasibility study. These involved a deep understanding of the competitive supply, potential demand and impact for tournaments. Conference & Expo Center Projects San Diego, CA; Dallas, Austin & Fort Worth, TX; San Juan District, PR; Greenville, SC; Fort Wayne, IN; Sun Prairie, WI; Mashantucket, CT; Henderson, KY; Bedford Park, IL; Bentonville, AR; Grand Junction, CO; Branson, MO; Ithaca, NY; Putnam County, GA; Idaho Falls event center and hotel; Alliant Energy Center, Madison, WI; Parkersburg, WV; Pocatello Multipurpose Event Center; Springfield, MO Convention Center. Hospitality Projects Hyde Park, Chicago, IL; Scioto Peninsula, Columbus, OH; Covington, KY- Convention Hotel; Hyatt Place, Evansville, IN; Great Lakes Bay Destination Development Plan; Key Lime Cove Water Park, Gurnee, IL; Hampton, VA; Milwaukee, WI downtown destination plan.; 84th Street Development, LaVista, NE; Paristown Pointe, Lexington, KY; Sioux City, IA - Convention Hotel; Whitesburg, KY; Tishomingo, OK TourismMasterPlan. Mixed Use Planning Studies Jackson, MS; Margaret T. Hance Park, Phoenix, AZ; Fort Worth, TX Stockyards National Historic District; Great Texas Trails Monument, Fort Worth, TX; Elkhart, IN Gateway Master Plan; Albuquerque, NM University of New Mexico Entertainment District; Matteson, IL Lincoln Mall redevelopment; Prizer Point, Cadiz, KY; Wild Horse Pass Entertainment District, Chandler, AZ; DuSable Museum, Chicago, IL. CHRIS KASTELIC, AIA, LEED AP Principal Chris’ outstanding design and planning skills will be a valuable asset to the proj- ect team. He has spent his career working on a variety of recreation, athletic and event facility projects across the nation. Chris has been the recipient of numerous design awards for sport and recreation projects. EDUCATION Bachelor of Architecture, University of Arizona, 1994 REGISTRATIONS Registered Architect PROFESSIONAL AFFILIATIONS American Institute of Architects National Council of Architectural Registration Boards LEED Accredited Professional RELEVANT EXPERIENCE Rocky Mountain Sports Park Windsor, Colorado City of South Lake Tahoe Recreation Center South Lake Tahoe, California City of Williston Area Recreation Center Williston, North Dakota City of Castle Rock Morris Athletic Complex Castle Rock, Colorado Town of Parker Fieldhouse & Fitness Center Parker, Colorado Estes Valley Recreation and Park District Community Recreation Center Study Estes Park, Colorado Teton County Jackson Recreation Center Study Jackson Hole, Wyoming Estes Valley Recreation and Park District Community Recreation Center Study Estes Park, Colorado CITY OF WILLISTON / AREA RECREATION CENTER LOCATION Williston, North Dakota COMPLETION DATE 2014 CONSTRUCTION COST $70M SIZE 240,000 square feet The main entrance, set in the center of the first floor, houses a fireplace and a lounge area that includes a glass window facade overlooking the pool area. The first floor also house a four court 26,895 s.f. tennis area. The largest area within the ARC combines four basketball courts and the 200-meter competition track, set in the 56,373-square-foot, 4 basketball court multi-use space. Another area includes a 40- by 60-yard indoor turf fieldhouse. The natatorium contains a fifty meter competition pool with bleacher seating capable of hosting state meets. MIKE MILLAY President EXPERIENCE: Mike Millay has more than thirty five years’ experience in the sports tourism and youth sports industry. He is a partner in a variety of sports businesses, including EngageMint, LLC; 3D Institute, LLC; and Clancy’s Sports Properties, LLC. As President of Clancy’s Sports Properties, he is responsible for all business strategy and business development. He launched one of the earliest sports commissions in the country in New Orleans, helped form the National Association of Sports Commissions while also helping lead the Walt Disney Company into the youth sports and sports tourism sector as the longest-tenured executive at ESPN Wide World of Sports Complex. EMPLOYMENT HISTORY: Greater New Orleans Sports Foundation, 1988 – 1994; Walt Disney Company Director Sports Events, 1994 – 2008; Walt Disney Company Sports Business Development, 2008 – 2014; Clancy’s Sports Properties, 2014 – Present EDUCATION: Bachelor Degree – General Studies, Louisiana State University in Baton Rouge; Masters Degree – Sports Administration, Ohio University in Athens Clancy’s Sports Properties (CSP) was established to support Sports Commissions, Convention and Visitor Bureaus and government agencies alike in optimizing their sports offerings, developing and packaging them effectively to specific target market needs and ensure maximum participation. CSP’s network and extensive industry knowledge, ranging from feasibility studies to facility design and operation, includes experience with some of the most recognizable event properties and sports facilities. Mr. Millay brings a unique leadership blend to the team with the ability to lead in both community-based, non-profit and corporate cultures. Experienced in all major aspects of the Sports Management industry ranging from facility and event management to marketing, sales and sponsorship. www.hundenpartners.com CURRENT WORKLOAD The HSP Team has availability in the coming months to conduct a robust study for the City of Fort Collins. The following table is a list of the current project workload. Location Project Description Contract Ending Springfield, MO Sports Complex Study Sep-18 Beloit, WI Conference Center Analysis Oct-18 Eastvale, CA Mixed-Use Development Analysis Oct-18 Fort Worth, TX Conference Hotel Analysis Oct-18 Lacey, WA Sports Complex Analysis Oct-18 Snohomish, WA Sports Complex Analysis Oct-18 Billings, MT Mixed-Use Development Analysis Nov-18 Cincinnati, OH Sports Strategy Study Nov-18 Danville, VA Sports Complex Analysis Nov-18 Dupont, WA Sports Complex Analysis Dec-18 Heaven Hill, KY Distillery Analysis Dec-18 Availability www.hundenpartners.com AVAILABILITY Hunden Strategic Partners is available to complete the project in the neccessary timeframe, with the target start and completion dates that were outlined in the RFP being met. As mentioned in the previous section, HSP is prepared to devote its full personnel to the completion of the study, including all support staff if and when neccessary. The HSP Team is prepared to send key personnel to attend the meetings required for project kickoff and final presentations. HSP proposes to complete the draft analysis for the study in approximately ten (10) weeks from the kickoff and contract authorization, and to complete the study in its entirety twelve (12) weeks of kickoff. HSP will provide updates and communication with the City Manager and other parties on an ongoing basis. The proposed schedule for completing tasks is as follows: Proposed Project Timeline Week # 1 2 3 4 5 6* 7 8 9 10 11 12 Task 1 – Kickoff, Project Orientation, Interviews X Task 2 – Economic, Demographic and Tourism Analysis; SWOT X X X X Task 3 – Local Inventory and Participation Trends X X X X X Task 4 – Local and Regional Sports Facilities Analysis X X X X X Task 5 – Sports Tournaments and Opportunity Analysis X X X X Task 6 – Case Studies X X X X Task 7 – Support Amenities: Hotel and Restaurant Supply Analysis X X X Task 8 – Site Analysis X X X X Task 9 – Recommendations; Drawings and Budgets X X X Task 10 – Demand and Financial Projections X X X Task 11 – Governance, Funding and Marketing X X X Task 12 – Economic, Fiscal, and Employment Impact Analysis X X X Draft Deliverables X Client Edits X Final Analysis X *Presentation of Preliminary Findings Sustainability & TBL Methodology www.hundenpartners.com SUSTAINABILITY Hunden Strategic Partners incorporates the Triple Bottom Line into its workplace through dedication not only to economic sustainability, but environmental and social sustainability by placing a high value on human capital and by operating with minimal adverse impact to the environment. The HSP Sustainability Policy aims to integrate a philosophy of sustainable development into all business activities and to establish and promote sound environmental and social practice in our operations. The HSP Sustainability Policy is: § Providing a safe and healthy workplace; § Having an environmentally sustainable aware culture, where responsibility is assigned and understood; § Being an environmentally responsible neighbor in our community; § Conserving natural resources through reuse and recycling; § Use processes that do not adversely affect the environment; § Ensuring the responsible use of energy throughout the business; § Participating in efforts to improve environmental performance; § Conducting audits and evaluations of the implementation of this policy; § Working with suppliers who promote sound environmental practices; and § Enhancing awareness among our employees and motivating them to act in an environmentally responsive manner. Cost & Work Hours www.hundenpartners.com COST PROPOSAL Hunden Strategic Partners proposes to complete the study in as outlined in the scope of work for discounted lump sum of $45,000 in order to stay within the City's budget. This lump sum fee is inclusive of travel expenses of up to 2 trips. The budget detail, which includes hours and cost by task and key personnel, is as follows: Milestone payments will be proposed for kickoff, midpoint, draft and final as follows: Kickoff: $13,000 Midpoint: $13,000 Draft Analysis: $13,000 Final Analysis: $6,000 HSP is happy to modify or adjust any of the proposed cost estimates detailed above and remains flexible to the needs and expectations of the City of Fort Collins. Estimated Hours by Proposed Task Eric Hunden Chris Kastelic (subconsultant) Mike Millay (subconsultant) Total Task 1 – Kickoff, Project Orientation, Interviews 10 10 10 0 8 0 38 $7,080 Task 2 – Economic, Demographic and Tourism Analysis; SWOT 3 3 6 8 0 0 20 $3,450 Task 3 – Local Inventory and Participation Trends 4 8 16 4 2 0 34 $5,770 Task 4 – Local and Regional Sports Facilities Analysis 4 9 15 4 2 0 34 $5,795 Task 5 – Sports Tournaments and Opportunity Analysis 5 9 11 0 0 1 26 $4,585 Task 6 – Case Studies 6 8 8 2 0 1 22 $4,010 Task 7 – Support Amenities: Hotel and Restaurant Supply Analysis 4 6 8 3 0 0 21 $3,685 Task 8 – Site Analysis 4 7 5 9 4 0 29 $5,140 Task 9 – Recommendations; Drawings and Budgets 3 4 3 0 9 1 20 $3,705 Task 10 – Demand and Financial Projections 7 9 8 0 0 0 24 $4,420 Task 11 – Governance, Funding and Marketing 6 6 3 0 0 6 21 $4,020 Task 12 – Economic, Fiscal, and Employment Impact Analysis 8 9 4 0 2 0 36 $4,425 Sub Total 64 88 97 30 27 9 325 $56,085 Research & Travel Expenses $3,400 Total Fees Assuming Hourly Rates and Expenses $59,485 Hourly Rate and Average Rate $235 $175 $150 $165 $185 $185 Lump Sum Fee Proposed (discounted rate) $45,000 Rob Hunden Michael Montgomery HSP Analysts Total