Loading...
HomeMy WebLinkAbout2011-06-08 Park Board PacketJohn Keprios, Director Edina Park & Recreation Department 4801 West 50`" Street Edina, MN 55424 Office (952) 826-0430 FAX (952) 826-0385 Jkeprios@ci.edina.mn.us To: Edina Park Boar Members. From: John Kepri Date: June 8, 201 Re: June Park Board Meeting Cancelled. Hello Park Board Members: As I stated in an email I sent earlier, the Monday, June 13, 2010 Park Board meeting is cancelled. • Enclosed are copies of all eight submittals from consulting firms that responded to our Request for Proposal to study Edinborough Park. Staff will have a recommendation prior to the July 12th Park Board meeting for your consideration. The Tuesday, May 10, 2011 Park Board Minutes will be mailed later next week. Chairman Joseph Hulbert and I agreed to cancel the June Park Board meeting primarily to give Park Board members more time to review the consultants' submittals to study Edinborough Park. Furthermore, there really were no time sensitive issues that required Park Board action at the June meeting. One last note, please know that I will be out of the office beginning June 21 S` for a knee replacement surgery. I'm uncertain of exactly when I will be able to return to work and the surgeon tells me that it would be optimistic for me to assume that I will be able to attend the July 12`" Park Board meeting. I hope to prove him wrong but time will tell. If I am unable to attend, Assistant Director Ed MacHolda will cover in my absence. Hope you all have a great summer enjoying Edina's wonderful parks, facilities and activities and I look forward to hopefully seeing everyone at the July 12`h Park Board meeting. Many thanks. A COM June 1, 2011 John Keprios, Director Edina Park and Recreation Department 4801 West 50th Street Edina, MN 55424-1394 Subject: Edinborough Park Feasibility Study Dear Mr. Keprios, AECOM 612 376 2176 tel 800 LaSalle Avenue 612 376 2271 tax Minneapolis, MN 55402 www.aecom.com AECOM Economics (AECOM), formerly known as Economics Research Associates (ERA), is pleased to submit this proposal for research and consulting services related to the Edinborough Park request for proposal. The following proposal sets forth our understanding of the assignment, experience, team members, proposed project approach, and proposed time and fee requirements. Detailed team member resumes, additional qualifications, and references are available upon request. Understanding the Assignment Edinborough Park is a unique indoor public park located in the City of Edina (City). One of the region's premier family friendly destinations, the facility includes a junior -Olympic size swimming pool, a running track and fitness area, and a huge indoor playground and a multi-purpose play area, all connected by meandering pathways through the densely landscaped interior. Edinborough Park is highlighted by Adventure Peak, one of the largest indoor play structures in the country. While elements of the development have been successful, the City is engaging qualified consultants to study the building and operations of the facility. Typically, Edinborough Park is able to cover 75% to 78% of its annual operating expenses through its operating revenues. The goal of this study is to determine the financial feasibility of renovating, removing, or expanding components of the facility to increase revenues, decrease operational costs, provide a better customer experience, and be able to cover 100% of costs on an annual basis. Experience Nelson Park Master Plan Economic Analysis — Decatur, Illinois AECOM is currently working with the Decatur Park District and the City of Decatur on a master plan for Nelson Park and Lake Decatur. Nelson Park has been a long-standing feature in the community. The site was acquired by the City of Decatur before 1910, predating the construction of Lake Decatur, which was completed in the 1920's by damming the Sangamon River to create a reliable water source for local agribusiness companies. Moving forward to today, the master planning process for Nelson Park has been extensive, incorporating a robust stakeholder and community engagement process, along with team assessment of alternative scenarios for how resident access to the lake can be expanded, and how park amenities can be improved, gradually improving Decatur's position as a regional center for tourism. The effort included an extensive market and financial evaluation of key park amenities, including marina, residential, restaurants, water park, whitewater facilities, mini -golf, batting cages, and adventure sports. For each concept, key financial and operating metrics were explored, relating to pricing, seasonality, visitation, and operating costs. AZCOM Multipurpose Outdoor Sports Complex Feasibility Study — Normal, Illinois AECOM recently completed a feasibility and economic impact study for a potential multipurpose outdoor sports complex on behalf of the Normal Parks and Recreation Department. As part of the analysis, we analyzed current facility and program offerings in the Bloomington -Normal area, reviewed local, statewide, and national sports participation rates, interviewed and surveyed local stakeholders, analyzed the operations of comparable facilities, and recommended a development plan and site. We also provided recommendations regarding the complex's operating and management structure. Based on the market analysis and recommendations, we then forecasted the complex's anticipated future demand, revenues and expenses, and economic and fiscal impacts. The Town will use our study to advance the project once capital funding is identified. Hastings Lake Events Facility Analysis — Lake County, Illinois AECOM was engaged by the Lake County Forest Preserve District (LCFPD) to evaluate the business plan for the proposed Hastings Lake event space, to provide guidance and insight as to whether proposed performance levels are reasonable. The proposed building is intended to serve two functions: (1) Support environmental / educational programming and (2) support resident demand for picnics, reunions, meetings, small weddings, and similar events. Our analysis looked at the market for the building, covering the average number of events, event size, and revenue generation. This information was used to develop assumptions for likely events, facility revenues, and operating expenses. Stuart Sports Complex Expansion Feasibility Study — Aurora, Illinois AECOM was hired by the Fox Valley Park District (FVPD) to assess the market and provide general financial considerations of an expanded sports complex located at the existing Stuart Sports Complex. We conducted case studies of other sports complexes in the region and complexes in other areas of the country. Using GIS software and related demographic data, we estimated field demand by considering the demographic breakout of comparable facility and project site market populations in conjunction with sports participation data. The resulting maximum number of fields demanded per capita was used in conjunction with an analysis of existing supply to recommend facility components. We then recommended a multi -sport (soccer, baseball, and soccer) facility for the district and provided an overview of the anticipated revenues and expenses for the proposed facility under several operating scenarios. A 2008 referendum approved project funding, and new soccer, baseball/softball, and support facilities (concessions, shelters, playgrounds, and trails) will be built. A total of 15 to 20 new soccer fields and 8 to 12 baseball/softball fields are planned. Voice of America Park Athletic Complex Feasibility Study — Butler County, Ohio AECOM was hired by the MetroParks of Butler County to provide a feasibility and economic impact study for the planned Athletic Complex at Voice of America Park. Our study analyzed the characteristics of the local market, the market for the potential facilities and fields, the characteristics of comparable facilities, and we performed surveys of and interviews with local and statewide stakeholders. Based on the market analyses, we provided recommendations regarding alterations to the original development plan, and then forecasted the complex's future use, operating revenues and expenses, and economic and fiscal impacts. We also explored opportunities for potential funding sources and other non-operating revenues, and recommended the optimal ownership and management structure for MetroParks. AXOM Team Members Chris Brewer (Vice President, Chicago Office) David Stone (Associate Vice President, Chicago Office) Lance Harris (Senior Associate, Minneapolis Office) Chris Brewer joined AECOM (formerly ERA) in 1995 and has more than 13 years of experience in the economic analysis of real estate and land use issues related to parks and recreation. Recent project experience has focused on several key areas, including the evaluation of economic and fiscal impacts of visitor oriented recreational facilities, formation of recreation based economic development strategies for communities in the midst of economic restructuring, and analysis of recreational programs and facilities, from an operational perspective, covering revenues, expense, and visitation. David Stone joined AECOM (formerly ERA) in 2007 and has more than 12 years of experience in the analysis of real estate projects. His consulting practice focuses primarily on market and financial feasibility and economic and fiscal impact analyses of sports and recreation projects for public agencies, private developers, sports franchises, financial institutions, and colleges and universities. He also has experience with a variety of other project types, including amphitheaters, convention centers, hotels, and others. Lance Harris is a senior associate, located in Minneapolis, with a diverse background in various aspects of land use economics, and has been with AECOM (formerly ERA) since 2005. Integral to Mr. Harris's work is the premium placed on developing analysis techniques to gather data at the micro level for market analysis. Using a combination of public data sources, private secondary data sources, first person interviews, geographic information system imagery, and on -the -ground site inspection, he is able to construct various models of analysis to effectively determine a development's market area, capture rate, and absorption, which determine overall demand and feasibly. Proposed Project Approach We would recommend the following tasks: Task 1 — Project Kickoff and Market Analysis In this task, we will meet with client representatives and will begin to identify, accumulate, and analyze relevant information that will support our recommendations and forecasts of facility operations. This task will include an analysis of Edinborough Park's market, competitive and comparable facilities, and interviews with various stakeholders and representatives of events and organizations, all with the intent of answering your key questions. Generally, we will test the market for existing and potential park elements, and if necessary, recommend modifications to the development program (in later tasks). Task 1A. Project Kickoff Soon after selection, we will meet with client representatives and others to complete the following tasks, among others: Final agreement on scope of work, timing, and other matters, Preliminary meetings with stakeholders, such as client representatives, other public officials, representatives of local events and current and potential user groups, and others, Data collection and identification of appropriate contacts, and AXOM • Tours of Edinborough Park and the surrounding area. Task 1B. Economic and Demographic Analysis Because the park is largely intended for use by local residents, the local market is important to its success, both in terms of locally -generated use as well as the characteristics of the local area, its population, visitor infrastructure, and others. As such, we will undertake an analysis of the local market area. We would explore characteristics such as population, income, development trends in the area, access, proximity to other attractions, and others. Task 1C. Parks and Recreation Facility Industry Analysis In this task, we will analyze the market for the existing park and any potential new components. This will include interviews with current and potential user groups, in order to document and quantify the expected need for new facilities and the specific needs of each group, and their willingness to use and support the park. We will also analyze the inventory and demand for other existing facilities, the characteristics of comparable facilities, and other factors. Specifically, we will perform the following tasks: • Review of Current Edinborough Park Facilities and Operations — we will first provide an overview of the current park, its uses, operations, and revenues and expenses. This will include analysis of each individual component's quality and condition, its annual use, and its revenues and expenses over time (as data is available). This will begin to provide a sense of the facilities' market and their contribution to the park's overall financial results. As much as possible, we will also comment on each component's performance relative to expected benchmarks in the industry. • Analysis of Competitive Local/Regional Facilities and Events — in this subtask, we will analyze the inventory of existing and planned park facilities in the area that would compete with the park's current and potential components. We will interview management, and gather current data, in order to document their characteristics, such as size, number of fields, facility quality and orientation, number and type of events and attendance, annual revenues and expenses, and others. We will comment on the overall competitive environment for the park, and its implications for its operations. The analysis of existing facilities will also help to provide a sense of the potential market for the park, as well as to further benchmark the ongoing operations of Edinborough Park compared to these other local facilities. • Interviews with Stakeholders and User Groups — in this subtask, we will identify and contact various types of user groups from throughout the local and regional area. Direct interviews with these groups' leadership would provide vital information regarding the potential market demand for the existing facilities and any potential changes to the park. At the conclusion of this subtask, we will have quantifiable data regarding the desires and needs of current and potential park users, such as their facility needs, event characteristics, thoughts on the park as an event destination, and other important information that will help to guide facility recommendations and operating assumptions. 4 0 A;COM Comparable Facilities Analysis — this analysis will provide an overview of a number of parks and facilities across the country that are similar to the existing and/or planned park. While no other market is identical to Edina, comparable facilities and markets will be selected based on their similarity to the area in important areas such as market size and geography/setting, climate, facility quality, age, orientation, and size, ownership and management, and the like. For the identified facilities, we will interview management and gather available operating data and other characteristics, such as facility characteristics and amenities, number of events and attendance, annual revenues and expenses, ownership/management, funding sources and amounts, and others. We will also compare economic and demographic characteristics of the facilities' markets to those of the Edina area. Task 2 — Physical Plan Review and Recommendations to Enhance Profitability Based on the previous analyses, we will provide any preliminary recommendations to adjusting the park's existing development plan in order to enhance revenue generation, reduce expenses, improve the user experience and the park's marketability, and other factors. The results of these recommendations (if any) will be tested in Task 3, and as described below, based on the results of our demand and operating forecasts, additional adjustments may be necessary. Any recommendations will be focused on answering the following questions: Should the pool, track/fitness area and locker rooms be removed in favor of other uses that would increase attendance, improve service, increase revenues, and/or decrease expenses? Should new amenities be added on the available acre of land that is currently unused? Are any other physical improvements or service changes recommended? Task 3 — Forecasts of Facility Use and Operations In this task, we will forecast the anticipated demand for the park, and its operating revenues and expenses, for its first ten years. Detailed tasks are described below. Task 3A. Demand Projections Based on the results of previous tasks, such as assumptions of park elements and the market analysis, we will develop a detailed schedule of event and attendee demand for the park's first ten years of operation. All projections will be shown by use/event type. The projections will include the following items: • Number of events and event days, • Average and total attendance and participation by event/usage type, • Average ticket prices by event type (as applicable), • Park usage rates, • Average per -capita attendee spending (for items such as concessions). Task 3B. Projections of Operating Revenues and Expenses We will develop a ten-year pro forma statement of the park's operations that considers all expected revenues and expenses. The pro forma statement (particularly revenues) will also depend on the assumptions developed in Task 3A, as facility demand will drive much of its revenues and expenses. AMOM Expenses will primarily be based on assumed facility use, size, and features, as well as actual expenses of similar facilities. All assumptions will be clearly identified and will be discussed with client representatives in order to ensure their appropriateness for the park. Our pro forma statement will summarize all individual revenues and expenses for each of the first ten years, and will identify the park's net operating revenues, in order to indicate anticipated expense coverage. While we will have previously provided any recommended adjustments to the physical program of the park in Task 2, we will also revisit them following development of the pro forma statement, should it initially identify an operating deficit. We would then further adjust the park plan with the goal of developing a complex that can be financially self-supporting from its operations. Proposed Time and Fee We anticipate the time requirement for the study will be approximately 10 weeks. The associated fee with this scope inclusive of reimbursable expenses is $30,000. A summary breakdown of fee by task is presented below. Fee Percent Task (Rounded) of Total Task 1 $19,500 65% Task 2 $4,500 15% Task 3 $4,500 15% Reimbursable Expenses' $1,500 5% Total $30,000 100 1 Not to exceed amount for reimbursable expenses Conclusion AECOM is an independent consulting firm, which is unbiased and without a conflict of interest for this assignment. Should you have any questions concerning this proposal please call me as soon as possible to discuss. We look forward to being of service to you this most interesting assignment. Yours sincerely, Lance Harris Senior Associate lance.harris @aecom.com cc: Chris Brewer, David Stone AXOM STANDARD PROPOSAL ADDENDUM It is understood by the client that AECOM Technical Services, Inc., (AECOM) can make no guarantees concerning the recommendations which will result from the proposed assignment, since these recommendations must be based upon facts discovered by AECOM during the course of the study and those conditions existing as of the date of the report. To protect you and other clients, and to ensure that the research results of AECOM's work will continue to be accepted as objective and impartial by the business community, it is understood that our fee for the undertaking of this project is in no way dependent upon the specific conclusions reached or the nature of the advice given by us in our report to you. It is agreed by the client that the report is not to be used in conjunction with any public or private offering of debt or equity securities without prior written consent. It is further agreed that the client will indemnify AECOM against any losses, claims, damages and liabilities under federal and state securities laws which may arise as a result of statements or omissions in public or private offerings of securities. It is agreed by the client that payment for the services of AECOM is due upon receipt of the invoice; that full payment is due upon receipt of the completed report; and that AECOM has the right to withhold delivery of the final report pending receipt of any overdue payments. In the event any invoice is not paid within 30 days after rendering of the invoice it shall commence bearing interest on the date the invoice was rendered at the rate of 18 percent per annum (or such lesser rate as may be the maximum interest permissible under applicable law) and the client agrees to pay all accrued interest, together with the charges for services rendered as provided for in this agreement. In addition, should an unpaid invoice be referred to our attorneys for collection, the client agrees to pay their reasonable fee for such work, as well as any costs of suit that may be incurred. This Agreement may be terminated by either Client or AECOM by giving written notice at least thirty (30) days prior to the date of termination. In the event of such termination, Client shall pay AECOM for services and Reimbursable Expenses performed or incurred prior to the termination date. It is further agreed by the client that the report is not to be relied upon by third parties and that no abstracting of the report will be made without first obtaining the permission of AECOM. It is understood by AECOM that the findings of this report are the proprietary property of the client and they will not be made available to any other organization or individual without the consent of the client. This proposal will remain in force for a period of 60 days from the date shown hereon. e Sports E Management G R 0 U P John Keprios, Director Edina Park and Recreation Department 4801 West 50th Street Edina, MN 55424 RE: Edinborough Park Operations Study and Improvement Recommendations Dear Mr. Keprios and Selection Committee Members, June 3, 2011 On behalf of The Sports Management Group, I would like to express our sincere interest in providing planning services for Edinborough Park in the City of Edina. The Sports Management Group is privileged to have provided planning services to over 400 communities throughout the country, and we are very interested in the opportunity to be of service to you. We understand the importance of developing a plan for Edinborough Park that reflects the values and interests of the Edina community, and that will enhance cost recovery and encourage local participation. The Sports Management Group is uniquely qualified to evaluate current operations, analyze the market, and recommend changes eto programming, facility modifications, and to study the financial impact of those potential improvements. The following pages provide information about our unique consulting practice, our staff, our approach, and a fee for services. We have also listed optional services which may be of interest in informing the decision-making process. If selected as partners in your project we would work with you to refine and tailor this work plan to ensure it meets your specific needs. We will deliver to you a strategic plan that is based upon on the highest quality of analysis, is reliable and achievable, with innovative recommendations. The Sports Management brings great enthusiasm, accessibility, and a skilled staff to your project. The focus of our unique consulting practice is feasibility studies, space programming, partnerships, economic analysis, design consulting, strategic planning, and the development of innovative solutions leading to successful community projects. Our diverse professional staff includes financial analysts, demographer and market analysts, survey researcher, recreation professionals, space planners, and public process facilitators whose efforts every day are dedicated to the planning and development of successful recreation and community facilities. The Sports Management Group prides itself in exceeding the expectations of our clients and providing the highest quality of professional consulting service available. We hope to have the opportunity to meet with the Selection Committee to discuss our approach in developing recommended enhancements for Edinborough Park. Thank you for this opportunity to present our qualifications. Sincerely, J� ' auren Livingston, President .e Sports Management Group 01%W SI011 The Sports Management Group is recognized nationally for its work in every aspect of planning and development of recreation, aquatic and senior facilities. Established in 1986, the firm is dedicated to serving the needs of community recreation planning. Founder Lauren Livingston has assembled an outstanding team of specialists from each of the critical areas relating to master planning, facility planning, programming, operations and economics; we all take pride in our ability to develop solutions uniquely matched to our clients' strengths and needs. The Sports Management Group is an outstanding team of specialists from the fields of parks11 and recreation, market research, programming, facility design, financial services, and operations and management. Our approach to each project is participatory and interactive. We design our process so that elected officials, commissioners, professional staff, and those to be served, are involved in the planning process. For more than 25 years, we have used our proprietary financial models to accurately forecast revenue, attendance, participation, and operating costs. We provide our clients with an unbiased and thorough assessment of the needs, market, pricing, use agreements, financial performance, service delivery, and cost recovery. With a thorough understanding of the agencies goals, we develop comprehensive strategies for service delivery that is financially viable and sustainable. The Sports Management Group Founded: 1986 Certified Woman -Owned Business (WBE). Member: CPRS, NRPA, SGMA, IRSHA Past 10 Years Experience The Sports Management Group has provided similar services to communities throughout the United States. Each of these projects was unique and our work with each was individually tailored to address the specific needs of that client. Tacoma, WA So. Tacoma Comm Center Vancouver, WA Firstenburg Comm Center Portland, OR SW Community Center Portland, OR East Comm Aquatics Center Portland, OR WaHi Comm Center Lake Oswego, OR Multi -Generational Center Wilsonville, WA Aquatic & Rec Facility Study Kirkland, '''✓A Facility Plan Study Skagit, WA Events Center Bend, OR Comm Aquatic & Recreation Center Boston, MA Joan & Ray Kroc Comm Center Phoenix, AZ Joan & Ray Kroc Comm Center Pleasant Prairie, WI Lakeview RecPlex Libertyville, WI Sports Complex Sandy, UT Alta Canyon Recreation Center Hampton, VA Community Center Streetsboro, OH Community Rec Center Solon, OH Community Center Medina, OH Medina High SchoollMedina Community Recreation Center Clayton, MO Center of Clayton (City and HS) Warrenton, VA Aquatic & Rec Center Naperville, MI Frontier Park Sports Center Juneau, AK Dimond Aquatic Center Livonia, MI Community Recreation Center Fairfax, VA Cub Run Community Center Woodland, CA Community Center Livermore, CA Comm and Aquatic Center Newark, CA Activity & Aquatic Center East Oakland, CA Sports Complex Elk Grove, CA Aquatic Recreation Center Huntington Beach, CA Senior Center Morgan Hill, CA Aquatic Center Moreno, CA Comm Center (City and HS) San Jose, Roosevelt Community Center Mayville WI, TAG Center Morgan Hill, CA Centenial Rec Center Dublin, CA Recreation & Aquatic Center Mill Valley, CA Community Center Antioch, CA Community Center & Library Corte Madera, CA Town Park Comm Center Milpitas, CA Senior Center Long Beach, CA City-wide Aquatics Study Sante Fe, NM Genoveva Chavez Community Center Manhattan Beach, CA Strategic Plan Roseville, CA Central Park Indoor Aquatic Center San Jose, CA Seven Trees Comm. Center & Library Walnut, CA Community & Aquatic Center Beverly Hills, CA Community Center Mountain House, CA Town Center Master Plan It LAUREN LIVINGSTON is a nationally recognized planner and facilitator with more than thirty-five years of experience in facility planning, management and design. Her experience with projects throughout the United States includes feasibility studies, master planning, space programming, design consulting from operational and functional perspectives, operations, financial analysis and income generation strategies. Lauren's direction and project oversight of The Sports Management Group staff ensure the highest level of data analysis, accurate and understandable reports, and presentation materials that engage and inform. Established The Sports Management Group 1986 Education: MBA, St. Mary's College of California Associations: CPRS, NRPA, NIRSA, IHRSA, SGMA RELEVANT EXPERIENCE Phoenix, AZ Joan & Ray Kroc Comm. Center Libertyville, IL Recreation Center // Windsor, CO Community Center // Naperville, MI Frontier Park Sports Center // Boston, MA Joan & Ray Kroc Comm. Center H Pleasant Prairie, WI Lakeview RecPlex // Livonia, MI Community Recreation Center // Fairfax, VA West County Community Center // Woodland, CA Community Center // Livermore, CA Comm. and Aquatic Center East Oakland, CA Sports Complex // Elk Grove, CA Aquatic Rec. Center // Dublin, CA Recreation & Aquatic Center // Kirkland, WA Facility Plan Study // Tacoma, WA So. Tacoma Community Center // Vancouver, WA Firstenburg Community Center // Portland, OR SW Community Center // Lake Oswego, OR Multi -Generational Center // Wilsonville, WA Aquatic & Rec Facility //Bend, OR Community Aquatic & Rec Center // Juneau, AK Dimond Aquatic Center // Anticoh, CA Prewett Park Community Center // Walnut, CA Community & Aquatic Center // Beverly Hills, CA Community Center //Mountain House, CA Community Center // Middleburg Heights, OH Recreation Center 1EAN CROOKS Ed.D. leads our research team that analyzes market data, demographics, recreation trends, and social and economic ends that impact the planning and use of community recreation facilities. Her work includes designing and analyzing survey results. Dr. Crooks assists the financial analysts to project market penetration and likely levels of participation and market acceptance of user fees. Research emphasis in the past four years has been on active aging and the impact the 'age wave' will have on the planning, programming and design of the new generation community recreation center. Education: Ed.D., Texas A&M; M.A. Behavioral Science, University of Louisiana, Monroe RELEVANT EXPERIENCE Huron, MI Health and Recreation Center // Beverly Hills, CA Recreation Center // Juneau, AK Dimond Park Aquatics Center // Libertyville, IL Recreation Center // Bend, OR Recreation Center // Vancouver, WA Firstenburg Community Center // Dublin, CA Recreation and Aquatics Center // Naperville, WA Frontier Park Sports Center // Skagit, WA Events Center // Lake Oswego, OR Multi -Generational Center Kirkland, WA Recreation Center // Warrenton, VA Aquatics Center JULIE SPIER is a project manager with a record of success in leading capital public projects from concept through construction to operations. She has over 20 years of public and non-profit recreation experience, including start-up organization and operations of capital projects and programs. Some of these facilities have won the Helen Putnam Award and achieved LEED silver rating. Her capabilities include program research, community outreach, operations development, and st-ategic planning. She has taught as a part-time lecturer and Intern Program Supervisor for San Jose State University Recreation and Leisure Studies Department. Education: M.S., Recreation and Leisure Studies, San Jose State University B.S., Applied Behavioral Science, University of California, Davis RELEVANT EXPERIENCE Suisun City, CA Ray & Joan Kroc Community Center // Phoenix, AZ Ray & .loan Kroc Comm. Center // Vacaville, CA Recreation Needs Assessment // Vacaville, CA Sports and Events Center // Alameda, CA Parks and Recreation Master Plan // Walnut Creek, CA quatic Concept Plan // Morgan Hill, CA Aquatic Center // Morgan Hill, CA Centennial Community Center "Lauren Livingston's expertise has been invaluable in our planning effort. Her thorough knowledge of facility operations along with excellent presentation and facilitation skills have made this a positive and successful process. " DAVE MILETICH Recreation Services Manager Firstenburg Community Center Firstenburg Community Center Vancouver, Washington Union City Sports Center Union City, California Project Understanding The Sports Management Group appreciates this opportunity to present this proposal for a study of operations of the Edinborough Park facility. The objective of this study is to analyze the current operation, program and activity offerings, and the financial performance of the Park, and study the viability of renovations to enhance customer experience and improve financial performance to cover operating costs. The analysis will evaluate each functional and program area and provide assessments and measures of performance in terms of the local market, and best practices. This analysis will provide specific recommendations where appropriate, to enhance performance and generation of revenue. Project Approach 1 Data Synthesis And On -Site Work Session The Sports Management Group will begin the project with a conference call with the Director of Parks and Recreation and other representatives as appropriate to discuss and refine the focus and objectives of the study. A list of documents, financial records, reports, and data will be requested and reviewed in preparation for an on-site work session. The purpose of the on-site work session will be to observe/assess facility operations and use patterns of the various space components, gain an understanding of the market and demand, assess the offerings of service providers in the market, and conduct meetings with staff and others to gain the necessary information for the study. During this work session information provided to and analyzed by The Sports Management Group, prior to the visit, will be discussed. Information to be analyzed includes, but is not limited to the following: • Hours of operation • Current full-time and part-time staff positions, job descriptions, and service hours • Service boundaries for demographic analysis • Current rates and charges and historical data of rate and fee increases • 2011 Enterprise Fund Budget Detail • Edina P&R Citizen Survey Final Report - February 2007 • 2004-2011 participation data for residents by month • 2004-2011 participation data for non-residents by month • Detailed utility expenses by month and year • Marketing and advertising activities and current marketing plan • Inventory of area competitors including fees, amenities, and target market Project Schedule: July 5 through August 5. 3 weeks for collection and analysis of data, 2-3 days of site visits and working sessions in Edina during week four. 2 Market And Demand Analysis The Sports Management Group will gather information and expand upon existing data to ensure that the market and demand analysis represents the best available data. This will include: • Analysis of existing program opportunities • Analysis of service providers and market share To determine the potential market and assess the market capture, The Sports Management Group will prepare a demographic analysis of the catchment area. The demographic analysis will: xoz xlx chddremrreeto Fa"y Forming Aduhs Mature Adults Retirement Age Detail population by age, income, educational attainment, household composition, and retail spending habits Assess the market potential and current market penetration. Develop recommendations and targets, if appropriate Project Schedule: July 18 (concurrent with Task 1) to August 12. 3 Physical Improvement And Service Change Evaluation • The information gathered in the market and demand analysis will provide the foundation for the options considered to improve customer experience and interest, and to encourage higher participation rates by Edina residents. Assessment of possible recommendations for renovations and changes to service will be accomplished by an order -of -magnitude cost analysis to understand the impact on operating costs and revenue generation. This evaluation will assess the economic impact of eliminating and/or adding features and services to determine the method achieve the cost recovery objectives. Project Schedule: August 15 to September 2. 3 weeks 4 Recommendations And Final Report Based on the findings of the study and analysis The Sports Management Group will develop program recommendations and recommendations in changes to services offered. For and new or adaptive reuse of spaces or features a detailed program will be developed to support the base information for identifying project costs. TSMG will provide a written final report summarizing findings, conclusions and recommendations. A draft report will be provided for review and a final report issued upon review and comment. Project Schedule: September 5 to September 23. 3 weeks plus two weeks for City review and comments. Fee for Professional Services Total Fee for Professional Services $24,000 Reimbursable Costs Not -to -Exceed $2,000 Reimbursable expenses are in addition to professional fees and include actual expenditures made by The Sports Management Group to perform necessary services to complete this project. Reimbursable expenses include, demographic reports, reproductions, postage, telephone, travel and lodging, and other normal business expenses incurred, plus a 10% mark-up for administrative costs. 5 Optional Service: Public Opinion Survey The City may wish to consider the use of a statistically valid telephone survey to gather information for this study. The Sports Management Group and Strategic Research Associates will design and conduct a telephone survey of the residents of Edina. Our team will develop a survey script that could be used to measure, among other things, resident's: (a) satisfaction with current programs and facilities, (b) facility and programs needs/desires, (c) interest in new facilities and what they might offer, and/or (d) willingness to pay increased fees. The final version of the script will be determined in consultation with the City. A randomly selected group of residents will be contacted to yield a statistically valid survey. Fee for Telephone Survey: $15,000 to $18,000, based on final survey design and sample size. Project Schedule The final schedule for the project will be developed in consultation with the City to ensure it meets internal deadlines, if any, and provides adequate time for the City's review process. The schedule can be compressed, if desired. The project will require 12 weeks from project initiation to the submission of the final report. Assuming a July 5, 2011 project kick-off the project will be completed October 7, 2011. Conflict of Interest Statement The Sports Management Group is independent, unbiased and is without a conflict of interest. TSMG has no relationship with the City of Edina, Edinborough Park, and does not own, operate or have a financial interest in any recreation or community center. T H E Sports Management ® G R 0 U P Community & Aquatic Center Livermore, California Morgan Hill Aquatic Center Morgan Hill, California Kirkland Indoor Recreation Facility Kirkland, Washington 918 Parker Street, Suite Al Berkeley, Ca 94710 510.849.3090 www.sportsmgmt.com tsmg@sportsmgmt.com e 4., EDIN BOROUGH PARK - Minnesota's Unique Indoor Park and Play Experience! FIRM INFORMATION ATS&R Planners/Architects/Engineers 8501 Golden Valley Road, Suite 300 Minneapolis, Minnesota 55427 Tammy S. Magney, AIA/REFP/LEED"AP tmagneyC atsr. com T 763.545.3731 / F 763.525.3289 ATS&R, located in Minneapolis, is a nationally recognized, multi -disciplinary planning, architectural, and engineering firm specializing in community facilities. Founded in 1944, ATS&R is registered as an "S" corporation in the State of Minnesota and it is privately held by active partners in the firm. We are Proud to successfully provide long- term relationships with our clients, some for more than 60 years. In the past ten years, ATS&R has completed more than 70 facility planning studies of existing educational and community facilities that involve: • Facility assessment and review • Repurposing and reusing existing spaces • Capital assessments and cost estimating • Options development for comparative analysis for replacement structures • Operational and maintenance improvements • Fire and life safety code improvements • Technology - video, voice, data, infrastructure, and security systems • Building longevity analysis • Facility option evaluations Working with ATS&R, Ballard*King and Associates will provide operational assessments of Edinborough Park. Ballard*King & Associates was established in 1992 by Ken Ballard and Jeff King in response to the need for market- driven and reality -based planning for recreation facilities. B*K has achieved 16 years of success by realizing that each client's needs are specific and unique. With over 70 combined years of facility management and planning experience in the public, non-profit, collegiate and private sector, B*K has completed over 500 projects in 47 states and has working relationships with more than SO architects coast-to-coast. By bringing practical, proven experience to a project, our project team can accurately represent the client's best interests. We have a keen awareness of the impact a sports or recreational facility has on the community and the organization that operates it. Thanks to our extensive field experience, our team can provide assistance with practical tools, an uncommon ability to see the overlooked and view your project from a wealth of expertise and knowledge. We understand that the recession our country is facing has drastically affected governmental agencies while there is increasing pressure to reduce tax support for parks and recreation services. SERVICES ATS&R provides comprehensive services to our clients with these in-house specialties: • Planning and Facility Studies • Architecture Mechanical & Electrical Engineering • Site Development • Interior Design • Technology / Security • Field Administration • Commissioning / Recommissioning • LEED Certification • Energy Rebates /Total Energy Checkpoint& • Food Service Design Ballard*King & Associates provides a broad range of services including feasibility studies, operations analysis, maintenance cost estimates, revenue projections, staffing levels, budgeting, marketing plans and third party design review. Additionally, B*K performs audits for existing facilities as well as parks and recreation master plans. ATS&R I PAGE L EDIN BOROUGH PARK - Minnesota's Unique Indoor Park and Play Experience! PROJECT TEAM The ATS&R project team has hands on experience conducting studies similar to what is required for the Edinborough Park project. With extensive experience in public projects, we are committed to a participatory process that involves the City staff, the City Council, the park users, and the community. Our team will listen and work with you to realize your vision for this project. Project Lead Tammy Magney, AIA/REFP/ LEEDT`AP ATS&R Partner Tammy Magney will serve as the project lead. Tammy is a registered architect with 30 years of design experience for public clients. She specializes in planning, space programming, participatory planning/ consensus building, design, contract documents, and contract administration. Tammy has worked on several projects with the Edina Park and Recreation Department including the Courtney Field Concession Stand, Courtney Field Maintenance Building, Pamela Park Shelter Master Plan, and the Edina Art Center Master Plan. She has also worked on several facility studies throughout the Midwest. Tammy holds bachelors degrees in environmental design and architecture from the University of Minnesota. Many of Tammy's projects have received industry recognition with awards of excellence in design. Operations Assessment Jeffrey L. King With extensive experience in similar projects, B*K President Jeff King will lead the operations assessment. Within the past six months, Jeff has been involved with facility assessments in Chicago, Omaha, Rapid City, and Salem. In one case, the combination of cost saving recommendations and revenue generating plans resulted in a 5350,000 improvement in cost recovery. Jeff has provided consulting services to more than 200 communities who have benefited from his extensive back -ground in recreation center planning and management. His management and project experience includes facility planning and construction, facility renovation, grand opening celebrations, economic impact studies, energy conservation systems, preventative maintenance programs, staffing, budgeting, marketing, cost accounting and programming. In addition, he has performed park and recreation master plans as well as audits. Jeff received a BA in business administration. k N Capital Assessment & Cost Estimating William Martin, Terry Stofferahn, and Gaylen Melby wi. provide capital assessment and cost estimating support for the study. William W. Martin, AIA/CDT/ CCCD Bill is a registered architect and facilities specialist with over 26 years of experience. He has been involved with several studies providing facility analysis and review and cost estimating services. Bill's architectural background includes building code analysis for new and existing facilities, cost feasibility studies, programming and educational specifications, site analysis, new facility design, additions and alterations with a particular sensitivity to the needs of special services and community education. He holds a bachelor of architecture from the University of Minnesota. 'Terry L. Stofferahn, PE Terry Stofferahn serves as ATS&R's ` co-director of mechanical engineering. With over 25 years of experience, Terry's knowledge of mechanical AdA systems has been an integral part of the many facility studies that he h; been involved with. As a registered engineer in Minnesota, his experience encompasses engineering fire protection, plumbing, HVAC, energy management, temperature control systems, initiating and performing energy audit programs, analysis of mechanical infrastructure, and management of project design and construction. Terry received a MBA from Cardinal Stritch University and a BS in mechanical engineering from South Dakota State University. Gaylen D. Melby, PE ATS&R Partner, Gaylen Melby, is an electrical engineer with 40 years of experience in construction, engineering, electric utility, and operations in the electric industry. He has provided electrical review and analysis for many facility studies and has completed many diverse projects. Gaylen provides guidance for electrical operations, electric utility interfaces, and electrical generation economies for utility peak control programs. He has extensive experience in medium voltage distribution systems, generation, building systems, construction, and cost estimating for all types of projects. Gaylen is a registered engineer in Minnesota as well as a licensed master electrician. He graduated from the University of Minnesota with a BS in electrical engineering ATS&R I PAGE 2 El C] EDIN BOROUGH PARK - Minnesota's Unique Indoor Park and Play Experience! PROJECT EXPERIENCE Ballard*King and Associates has completed over 500 feasibility studies across the United States for a variety of recreation facilities including recreation centers since 1992. B*K has over 100 recreation facilities up and operating across the country. Below are listed a selected number of projects that Ballard*King has been involved with in Minnesota. • Avon Community Center Study, Avon, MN City of Cottage Grove Study, Cottage Grove, MN • Coon Rapids Community Center Study, MN • Duluth Kroc Center Feasibility Study, Duluth, MN • Farmington Community Center Study, MN • Fergus Falls Ice Arena Study, Fergus Falls, MN • Forest Lake Ice Rink Study, Forest Lake, MN • Grand Marais Community Center Study, MN • Jordan Aquatic Center Study, Jordan, MN iMankatoYMCA Study, Mankato, MN • Park Rapids Community Center Study, MN • St. Cloud Aquatic/ Community Center Study, MN • St. Paul Aquatic Facilities Study, St. Paul, MN • St. Paul Kroc Center Feasibility Study, St. Paul, MN • St. Michael Ice Arena Study, Albertville, MN • Tri -Cities Recreation Center Study, Ramsey, Anoka, • Andover, MN • Rochester Aquatic Center Study, Rochester, MN • Victoria Ice Rink Operations Study, Victoria, MN • Vadnais Heights Sports Center, Vadnais Heights, MN Wadena Community Center, Wadena, MN • Warroad Wellness & Multi -Sport Center Study, , MN The following Minnesota projects have resulted in construction: • Rochester Community College Sports Complex, MN • Rogers Ice Arena, Rogers, MN • Stewartville Aquatic Center, Stewartville, MN • Shoreview Recreation Center, Shoreview, MN • Shakopee Recreation Center, Shakopee, MN In the past ten years, ATS&R has completed more than 70 facility assessment and master planning studies. We have provided facility studies and design services on a variety of public projects including: • Edina Art Center, Edina, MN • Courtney Field Concession Stand, Edina, MN • Courtney Field Maintenance Building, Edina, MN • Pamela Park Shelter Master Plan, Edina, MN • Fergus Falls Ice Arena, Fergus Falls, MN • Steeple Center, Rosemount, MN Northrop Community Services Center, Rochester, MN • Harrison Education & Community Center, Minneapolis, MN • Minnetonka Veterans Field, Minnetonka, MN Centennial Ice Arena, Circle Pines, MN • Polar Arena, N. St. Paul/ Maplewood/Oakdale School District, MN • Tartan Arena, N. St. Paul/Maplewood/Oakdale School District, MN • Metropolitan Sports Center, Bloomington, MN • Schell Brewery Museum & Gift Shop, New Ulm, MN • Owatonna Public Schools, Pillsbury College Campus Feasibility Study, Owatonna, MN • Perpich Center for the Arts, Minneapolis, MN • Fridley Public Schools, Fridley, MN • Anoka -Hennepin Public Schools, MN • Osseo Area Public Schools, MN As one of the leaders in education planning and design, ATS&R has worked on many of the components found in Edinborough Park including amphitheaters, multipurpose areas, play structures, athletic and recreation spaces, swimming pools, indoor tracks, fitness rooms, restrooms, parking, lobbies, concession areas, and staff offices. Our knowledge of these areas and associated operating costs will benefit your project. _7f AFS&R I PAGE EDI N BOROUGH PARK - Minnesota's Unique Indoor Park and Play Experience! PROJECT UNDERSTANDING We understand that the goal of the City of Edina is to study Edinborough Park to determine the feasibility of renovating the facility to increase revenues, decrease operational costs, provide an improved customer experience, and be able to cover 100% of its total annual costs. To better understand your project goals, we met with Ann Kattreh, Operations Manager, and Susie Miller, Assistant Operations Manager, at Edinborough Park. They provided us with a tour of the park, a brief history of the facility, and the opportunities and challenges the park is currently experiencing. A new guest services counter will be added this summer to provide better wayfinding for park patrons. The existing park office area will become a concessions area. The current amphitheater seats 250. Private rentals were discontinued in 2008. Music and concerts are offered on Sunday evenings and Thursdays at nouns, with some acoustics challenges when the Park is busy. There has been some discussion as to whether the amphitheater should continue or be replaced. Birthday rentals generate the majority of the park's revenue, with over 1,200 birthday parties taking place last year. Birthday rental sites accommodate 20 guests, with five sites in the main birthday area and one additional site located on the level directly above. Currently, the birthday rental area is not handicapped accessible. As the park's most unique feature, the grotto has been in place since the facility was built in 1987. A S24,000/year plant replacement budget and a full-time horticulturist keep the grotto well maintained. Costs for upkeep and benefits of the grotto will be reviewed as part of this study. Previously home to the ice skating rink, Play Park and Adventure Peak boasts a large play structure area that is enjoyed by children and adults of all ages. This play structure paid for itself within six months of being installed and generates approximately $600,000/year in revenues. Frequent additions and upgrades keep this area fresh for guests. Large tunnels and climbing areas encourage parents to play/ interact with their children. Busy most of the time, the Great Hall is a 60' x 90' multipurpose space where children can play with balls, scooters and other park -provided gym activities. An inflatable jumping structure in the corner is a popular destination for children. The addition of restrooms on the lower level has provide parents with easier supervision of their children an reduced the number of related accidents. The pool is currently used by Community Education three to four mornings/week as well as the Edina Swim Club several nights/week. Occasional lap swimmers and hotel guests also enjoy the pool. The associated locker rooms are small and inadequate. Pool resurfacing and tile replacement projects have been put on hold until the study is completed. The ventilation system in the pool area was replaced two years ago. There has been some discussion of removing the pool and reusing the space, potentially as a soft toddler area or additional birthday rental space. The indoor track is located directly above the pool area and is not handicapped accessible. The ventilation system was recently replaced with residential grade products. There has been discussion about removing the track and repurposing the space as a fitness center or other revenue -generating amenity. This space is not air-conditioned and becomes very hot and humid in the summer. ATS&R I PAGE 4 EDIN BOROUGH PARK - Minnesota's Unique Indoor Park and Play Experience! Revenues from membership fees are approximately 526,000/year. Condo members pay association fees for use of the pool and track. This agreement is being reviewed in case the pool and track are removed. With many hard surfaces throughout the park, soft surface areas may be explored to offer toddler -friendly amenities to families and Park patrons. Weekend parking has become a challenge with the majority of parking for the Park located on the upper level of the ramp and to the east side of the facility. The lower level of the parking ramp is permit parking for the corporate center. There is some discussion about allowing parking on the lower level during the weekends. PROJECT APPROACH The ATS&R team is prepared to assist the Edina Park and Recreation Department with assessing the programming and operation of the Edinborough Park facility as outlined in the Request for Proposal. We have the experience and knowledge to assist you with the tasks that are needed for this type of study in a timely and efficient manner that will give you the vital information necessary to proceed with this important project and the tools to help with the decision making process. We propose a hands-on approach to this project with open, effective communications with the project team, City staff, special interest groups, citizen committee(s), and other interest groups deemed integral to this assessment. Active involvement and participation from all parties in the process is welcomed and encouraged. As partners in this effort, our goal is to bring the best possible analysis to the Edinborough Park study. We envision this project as being completed in two phases as outlined below. Phase I — 30 days At the kick-off meeting with the project staff and committee members, we will lay the groundwork for the project and determine how we will communicate with each other and how decisions are made. We will review the project's goals, tasks to be completed, and the schedule making any necessary adjustments. During our visit, we will perform the research necessary to develop a baseline of information including a tour of the physical layout, review of program and financial statistics, review the demographic profile of the service area, conduct market analysis, review of alternative service providers in the immediate area, and initiate discussions with staff. Phase II — 45 days This phase of the project will build on the information gathered from Phase I that will be instrumental in the discussions on program and facility options.These discussions will be the foundation for developing a concept plan and cost estimates for capital and operations. Strategies for moving forward will be discussed and formatted during this phase. From this process, the final report and presentation will be developed. The final report will summarize and highlight the key findings and tools necessary to assist with the decision making process. ATS&R I PAGE 5 EDINBOROUGH PARK Minnesota's Unique Indoor Park and Play Experience! SCOPE OF SERVICES The Edinborough Park Operations Assessment will include the following: Market Analysis Review • Project review and update • Review service area identification • Review demographic characteristics/ community profile • Population/age range/income • Businesses/ schools • Trends • Review of existing Edinborough facilities/ programs/ services • Master plan/existing studies • Organizational structure/wage scales • Department policies and procedures • Existing program statistics • Demand for programs/ services and facilities • Facility assessment • Competitive market analysis • Alternative aquatic service providers • Facilities and services offered • Comparison with national, regional, and local participation statistics and trends Building Analysis • Facility conditions • Facility and site opportunities (renovations, additions) • Materials options for improved operations and maintenance costs • Safety and security • Heating, ventilating, dehumidification and air- conditioning efficiencies • Pool efficiencies / opportunities, reverse osmosis • Lighting efficiencies • Indoor air quality Programming • Develop component recommendation/ prioritization • Validate community center program • Review and assess sizing and space allocation requirements • Operating structure and parameters • Philosophy of operation • Priorities of use Operations Analysis • Attendance estimates (daily / annually / seasonally) • Fee structure • Drop-in • Multiple admissions/annual/season passes • Family, group • Rentals, birthday parties • Operating cost projections • Develop a line item budget • Personnel by position • Contractual services Commodities • Capital replacement Revenue generation projections • Develop a line item accounting • Admissions • Annual/multiple admissions • Programs and services • Rentals and parties • Other revenue sources Revenue/ expenditure comparisons • Cost recovery level Project recommendations/ profitability of components • Marketing strategy • Program/service considerations Final Report • Written final report • Presentation of report PROPOSED FEE Fee Estimate Summary Market Analysis Review $ 3,000 Building Analysis S+'000 Programming s 1,7E Operations Analysis S7,000 Final Report S 1,000 Total sl6,750 Reimbursable Expenses In-house printing, postage, mileage, and travel expenses are typically considered a reimbursable expense billed to the owner. We estimate that this scope of work will require reimbursable expenses not to exceed S2,500. We would welcome the opportunity to sit down and customize, prioritize, and/or phase a scope of professional services that will meet the goals and expectations necessary for this project as well as your project budget. ATS&R I PAGE 6 P E R K I NS F W I L L June 3, 2011 John Keprios, Director Park and Recreation Department City of Edina 4801 West 50th Street Edina, MN 55424 Dear Mr. Keprios: Perkins+Will Architects is pleased to submit our proposal to study the building and operations of Edinborough Park. Our project team includes Jeff King of Ballard and King Consulting, chosen for their specific areas of talents and expertise needed for this study Cover Letter Perkins+Will, Inc. will be the local consultant for this study and will hold the contract with the City of Edina. Perkins+Will has extensive experience in facilitating public groups, in planning innovative and sustainable facilities and in building consensus around community priorities. In addition to the architectural facilities assessment services provided by Perkins+Will, Perkins+Will will provide project management services coordinating meetings between Ballard*King and Associates, the City of Edina Park Board and community members within the City of Edina. Ballard*King and Associates is a consulting firm specializing in the operational planning of community recreation facilities. They will lead the market analysis and operational analysis of the existing Edinborough Park facilities. This analysis will provide program and financial information for review by the City of Edina Park and Recreation Department for effective decision-making as it pertains to; what physical improvements, new amenities and service changes should the City of Edina consider to improve revenues and decrease expenses at Edinborough Park. Perkins+Will and Ballard*King and Associates work together frequently on facility/operations projects such as this. Our current shared clients include the City of Coon Rapids and the City of Wadena, Minnesota We look forward to the opportunity to discuss this project with your group in person and to introduce our team to you. Thank you for your consideration. Sincerely, Steven Miller, AIA, CEFPI, LEED AP is f PERKINS -1-WILL +A www.perkinswill.com EXPERIENCE City of Edina Gymnasiums Edina, Minnesota Competition Gymnasiums Seating Capacity: 100 South View Middle School Edina Public Schools Edina, Minnesota Two Competition Courts - Seating Capacity: 1,100 New Natatorium - dedicated diving well, 8 lane pool - Seating Capacity: 365 Andover Community CenterNMCA Andover, Minnesota This 130,000 SF building program consisting of four major venues: fieldhouse, ice arena, aquatics, and fitness New Ulm Civic Center New Ulm, Minnesota Joint use facility serving the City of New Ulm and the Brown County Fairgrounds Multi-purpose facility Coon Rapids Community Center Coon Rapids, Minnesota Provides activities for community members of all ages including a two sheet ice arena, a multipurpose gymnasium, an aquatics center, a senior center, and community meeting and banquet facilities. Sports Events Center at the National Sports Center Blaine, Minnesota This facility, a state-of-the-art arena with NHL sized rinks and four locker rooms, is part of an eight rink complex that will be the world's largest. Wadena Regional Wellness Center Wadena, Minnesota The committee identified the following facilities as common needs: Gymnasium Space, Fitness Space, Community Meeting Space, Swimming Pool Warm Water Therapy Pool, and Ice Arena Ballard'King Experience Ballard*King has hands on experience conducting operational assessments similar to what is that is required for the Edinborough Park project. Jeff King, President will serve as the project manager and has experience with this project type. Within the past 6 months Jeff has been involved with facility assessments in Chicago, Omaha, Rapid City, and Salem, in addition to Perkins+Will projects in Coon Rapids and Wadeta, Minnesota. In one case the combination of cost saving recommendations and revenue generating plans resulted in a $350,000 improvement in cost recovery. 2 PERKINS ' - WILL EDUCATION Bachelor of Architecture with Distinction, Iowa State University, 1977 Master of Architecture, University of Minnesota, 1981 REGISTRATIONS Registered Architect, State of Minnesota #17329 National NCARB Certification EDUCATION Bachelor of Architecture, North Dakota State University, 1980 Bachelor of Art -Architectural Studies, North Dakota State University, 1979 REGISTRATIONS Registered Professional Architect, Minnesota License Number: 24265 +A www.perkin!,will.corn CONSULTING TEAM MEMBERS Steven Miller, AIA, LEED® AP Principal In over 30 years of practice Steve has focused primarily on the planning, space programming, and design of educational architecture. Additionally, he has lead the design of many significant civic and recreational projects for a variety of public clients including cities and governmental agencies. ATHLETICIR ECR EATIONAL Wadena Wellness Center Corporate Fitness Center Wadena, Minnesota Cargill Corporation Coon Rapids Community Center Minnetonka, Minnesota Coon Rapids, Minnesota Orono Ice Arena Chanhassen HS Baseball Stadium Orono, Minnesota Chanhassen, Minnesota Woodbury Community Center Memorial Stadium Minnesota Wild Practice Facility Northfield, High School Woodbury, Minnesota Northfield, Minnesota Andover YMCA /Community Center Minnesota Vikings Andover, Minnesota Winter Park Additions and Renovations Eden Prairie, Minnesota David Leschak, RA Project Manager David Leschak has over 30 years of experience as a Project Architect and Project Manager serving on a wide variety of corporate, educational and athletic/recreational projects. David's extensive technical expertise, combined with his experience as a project manager provides him with a comprehensive understanding of the overall project process and the coordinated efforts required of the project design team to better facilitate the timely completion of project tasks and deliverables. David continues to work on a wide variety of large and small projects - some new and some renovations - within the market segments identified above. ATHLETIC/R ECREATI ONAL National Sports Center Blaine, Minnesota Schwann's Super Rink Herb Brooks Training Facility Schwann's Event and Convention Center Figure Skating Training Center Woodbury Athletic Sports Facility Pre -Design Woodbury, Minnesota Bismarck Community Center Bismarck, North Dakota2 USA Hockey, United States Women's Olympic Locker Room /Training Facility Blaine, Minnesota Shattuck -St. Mary's School Athletic Locker Rooms/ Training Facility Pre -Design Faribault, Minnesota Bethel University Locker Rooms & Training Facility Blaine, Minnesota Victoria Field House Expansion Victoria, Minnesota Mahtomedi Ice Arena Mahtomedi, Minnesota 3 20 BAL.LA"*IQNG CONSULTING TEAM MEMBERS & ASSOCIATESLTD Recreation Facility Planning and Operation Consultants * Education • Lindenwood University BA Business Administration Certified Pool Operator * Professional Affiliations • Ice Skating Institute of America • National Recreation and Park Association—Aquatic Section • Missouri Park & Recreation Association • Colorado Park & Recreation Association Jeff King President As a founding partner of Ballard*King & Associates, Jeff has over 30 years experience in recreation facility operation and planning. Ballard*King & Associates was estab- lished in 1992 by Ken Ballard and Jeff King in response to the need for market driven and reality based planning for recreation facilities. Jeff has provided consulting ser- vices to more than 200 communities who have benefited from his extensive back- ground in recreation center planning and management. Jeff's expertise comes from a vast array of experience and projects. Jeff's management and project experience includes facility planning and construction, facility renovation, grand opening celebrations, economic impact studies, energy con- servation systems, preventative maintenance programs, staffing, budgeting, marketing, cost accounting and program -ming. In addition, he has performed park and recreation master plans as well as audits. Jeff was one of the founders of the "Gateway to Success" recreation facility planning conference in St. Louis and served as the chairman in its first year. His previous ex- perience in Colorado has led to an active involve-ment with the Colorado Parks and Recreation Association's Recreation Facility Design and Management School. Jeff has been a regular speaker at the Athletic Business Conference as well as numet ous state conferences and ice arena management -related seminars, NRPA Aquatic School and various workshops. Jeff has also served as a team leader and facilitator for the City of Fort Collins Quality Improvement Program and has been certified in Sys- tematic Development of Informed Consent (SDIC). As the former Recreation Director for the City of St. Peters, MO, he was responsible for start-up and operations of Rec-Plex. Rec-Plex, a 140,000 square foot recreation center with a 50 -meter competitive pool, ten -meter diving tower, leisure pool, gymna- sium, track, rock climbing wall, weight room, aerobics room, ice skating rinks (2), skate board park and food service that opened in July 1994. Rec-Plex was the host site for all aquatic events for the 1994 Olympic Sports festival. Prior to this, he was the Facility Manager for the Edora Pool Ice Center (EPIC) in Fort Collins, CO, where he was responsible for its start-up, operations and administration for 7 years. EPIC re- ceived the 1987 "Facility of Merit" award from Athletic Business Magazine for design and operation excellence. He also served as the City of Fort Collins' Aquatic Director and team leader and facilitator for the City of Fort Collins Quality Improvement Pro- gram. Jeff's trustworthy experience and genuine strong character bring each client assurance that all aspects of their project will receive the highest level of service. Bullard*King and Associates is committed to comprehensive planning and operations consulting services, providing for the effective and efficient use of available resources to develop and operate sports, recreation and wellness facilities. 0 2743 E. Ravenhill Circle * Highlands Ranch, CO 80126 * (303) 470-8661 * www.ballardking.com * BKA@ballardking.com Im APPROACH TO THE PROJECT AND PROCESS P E R K I N S I -W ILL This team is prepared to assist you with assessing the programming and operation of the Edinborough Park facility as outlined in the RFP. We have the experience and knowledge to assist you with the tasks that are needed for this type of study in a timely and efficient manner that will give you the vital information necessary to proceed with this important project and the tools to help with the decision making process. Our intent is to have a very hands-on approach to this project with open, effective communications with the project team, City Staff, special interest groups, citizen committee and other interest groups deemed integral to this assessment. Active involvement and participation from all parties in the process is welcomed and encouraged. We want to be seen as "partners" in the effort to bring the best possible analysis to the Edinborough Park study. We see this project as. being completed in two phases as outlined below. Phase I — 30 idays At the kick-ofi: meeting with the project staff and committee members we will lay the groundwork for the project, determine how we will communicate with each other and how decisions are made. We will review the project's goals and tasks to be completed and the schedule; making any necessary adjustments. During our visit, we will do the research necessary to develop a baseline of information including a tour of the physical layout, review of program and financial statistics, review the demographic profile of the service area, conduct market analysis, review of alternative service providers in the immediate area and initiate discussions with staff. Phase I — 45 days This phase of the project will build on the information gathered from Phase I that will be instrumental in the discussions on program and facility options. These discussions will be the foundation for developing a concept plan and cost estimates for capital and operations. Strategies for moving forward will be discussed and formatted during this phase. From this process, the final report and presentation will be developed. The final report will be concise summary that will highlight the key findings and tools necessary to assist with the decision making process. Edinborough Park Operations Assessment - Scope of Services Market Analysis Review. * Project review and update * Review service area identification * Review demographic characteristics/community profile Population/age range/income Businesses/schools - Trends * Review of existing Edinborough facilities/programs/services Master plan/existing studies Organizational structure/wage scales Department policies and procedures Existing program statistics - Demand for programs/services and facilities - Facility assessment x Competitive market analysis - Alternative aquatic service providers - Facilities and services offered * Comparison with national, regional and local participation statistics and trends Programming. * Develop component recommendation/prioritization - Validate community center program - Review and assess sizing and space allocation requirements * Operating structure and parameters - Philosophy of operation - Priorities of use +A www.perkinswilI.com P E R K I NS -WILL Operations Analysis: APPROACH TO THE PROJECT AND PROCESS * Attendance estimates - Daily - Annually/seasonally * Fee structure - Drop-in - Multiple admissions/annual/season passes - Family, group - Rentals, birthday parties * Operating cost projections - Develop a line item budget - Personnel by position - Contractual services - Commodities - Capital replacement * Revenue generation projections Develop a line item accounting Admissions - Annual/multiple admissions Programs and services Rentals and parties Other revenue sources * Revenue/expenditure comparisons - Cost recovery level * Project recommendations/profitability of components Marketing strategy Program/service considerations Facility Impact Analysis: * Define space requirements of functional components * Renovation options * Addition options * Physical constraints * Potential project costs Final Report: * Written final report * Presentation of report PROPOSED FEE Edinborough Park Operations Assessment - Cost Summary Consulting Fee 1. Market Analysis Review $ 3,000 2. Programming $ 2,000 3. Operations Analysis $ 7,000 4. Facility Impact Analysis $ 5,000 5. Final Report $ 1,000 Total $18,000 Reimbursable Expenses: It is estimated that this scope of work will require two trips for this project. Total travel cost estimate of $2,000. Final document printing $500. Total reimbursables not to exceed $2,500. Total Project Estimate We would welcome the opportunity to sit down and customize, prioritize, and/or phase a scope of professional services that will meet the goals and expectations necessary for this project as well as your project budget. +21 www.perkinswill.com 6 { LQJA D A V PLANNING June 3, 2011 ARCHITECTURE E N G I N E E R I N G Edina Park and Recreation Department INTERIORS Attn: John Keprios, Director 4801 West 50th Street ® Edina, MN 55424 EST. 1915 Re: Request for Proposal - EDINBOROUGH PARK FACILITIES/OPERATIONS ASSESSMENT ABU DHABI AND FEASIBILITY STUDY ATLANTA Dear Mr. Keprios: AUSTIN BEIJING Thank you for the opportunity to respond to the Request for Proposal for consultation BENGHAZI services for the Edinborough Park facility/operations assessment and feasibilty study. BRYAN CHICAGO LEo A DALY and our partner firm, Ballard*King, are pleased to present our strength in park DALLAS planning, needs assessment, master planning, interior design and engineering. We are very DENVER excited about this opportunity and trust you will find our qualifications particularly well - FORT WORTH aligned with the needs of the City of Edina. HONG KONG Some of the highlights Of our team for your consideration include: HONOLULU HOUSTON • Our partner Ballard*King & Associates is a recreation consulting firm specializing in ISTANBUL recreation & wellness center feasibility studies, parks & recreation master plans, operational LAS VEGAS audits for recreation & wellness facilities and management solutions for parks & recreation LOS ANGELES departments.. MIAMI MINNEAPOLIS • Lro A DALY team's recent relevant experience includes recreation and communit center y Moscow projects and 60 master planning/programming efforts. MAHA • With in-house architecture, interior design, structural, mechanical, and electrical ,,HOENIX engineering, the LEo A DALY team is well organized for rapid project service and high SACRAMENTO quality document coordination. SAN ANTONIO SAN MARCOS Our cost summary for the project is as follows: TAMPA 1. Market Analysis Review $ 2,500 TRIPOLI 2. Programming $ 1,500 WACO 3. Concept Option Development $ 2,000 WASHINGTON DC 4. Operations Analysis $ 6,500 WEST PALM BEACH 5, Final Report $ 750 Total $13,250 Reimbursable Expenses: It is estimated that this scope of work will require two trips for this project. Total travel cost estimate of $2,000. Total Project Estimate: $15,250 1 would again like to thank you for this exciting opportunity. Should you have any questions related to Our response, or need additional information, please feel free to contact me at the number or email below. Respectfully, LEU A DAL v Ted RKIshond, AIA Vice President and M raging Principal 730 SECOND AVE S, STE 1100 612.338.8741 NNEAPOLIS, MN 55402 TERedmond@leoadaly.com .612.338.8741 AX 612.338.4840 www.leoadaly.com 1 TEAM EXPERIENCE TEAM COMPOSITION The LEo A Draw Team for the Edinborough Park Operations Assessment and Feasibility Study is composed of experienced members of LEo A DAY along with Ballard*King for their extensive experience in similar studies for parks around the United States. We have chosen each team member for the specific skills and experience they bring to the team. We believe that they are the best team to assist the City of Edina with analyzing the existing Edinborough Park and developing the plan for the future of this facility. LEO A DALY Strong client relationships have helped LEo A DAY become a leader in the design of the built environment, and one of the largest planning, architecture, engineering, interior design, and program management firms in the world. Since 1915, we have had an unyielding focus on design excellence to create exceptional spaces that enhance and enrich the human experience. Our ability to balance of high quality functionality and excellent design is rooted in our project approach, our sustainability philosophy, and our collaborative process which enables our team to maintain a functional understanding of each of our client's unique operational expectations. Ballard*King & Associates Ballard*King & Associates was established in 1992 by Ken Ballard and Jeff King in response to the need for market- driven and reality -based planning for recreation facilities. B*K has achieved 16 years of success by realizing that each client's needs are specific and unique. With over 70 combined years of facility management and planning experience in the public, non-profit, collegiate and private sector, the firm has completed over 500 projects in 47 states. They have also been the recipient of four Athletic Business Facilities of Merit Awards. Ballard*King & Associates provides a broad range of services that can be integrated into a design team or contracted independently. These services include: feasibility studies, operations analysis, maintenance cost estimates, revenue projections, staffing levels, budgeting, marketing plans and third party design review. Additionally, they perform audits for existing facilities as well as parks and recreation master plans. By bringing practical, proven experience to a project we can accurately represent the client's best interests. Ballard*King has a keen awareness of the impact a sports or recreational facility has on the community and the organization that operates it. Thanks to their extensive field experience they are able to provide assistance with practical tools, an uncommon ability to see the overlooked and view your project from a wealth of expertise and knowledge. They understand that the recession our country is facing has drastically impacted governmental agencies while there is increasing pressure to reduce tax support for parks and recreation services. SIMILAR PROJECT EXPERIENCE The LEo A DAEY/Ballard*King Team has hands on experience conducting operational assessments similar to what is that is required for the Edinborough project. Jeff King, of Ballard*King will serve as the project manager and has experience with this project type. Within the past 6 months Jeff has been involved with facility assessments in Chicago, Omaha, Rapid City, and Salem. In one case the combination of cost saving recommendations and revenue generating plans resulted in a $350,000 improvement in cost recovery. Our team will use a collaborative approach and include the stakeholders in the development of options. LED DALY Ted Redmond, AIA, NCARB Vice President, Managing Principal Leo A DALY Minneapolis Role: Principal in Charge Experience: 21 years Ted has led programming, planning, and design efforts on 11 recreational facilities. These include five Boys and Girls Clubs and facilities for Pilsbury United. He has also completed over 15 master planning and needs assessment projects. Jeff Fling, AIA, NCARB President Ballard*King Associates Role: Project Manager Experience: 30 years TEAM EXPERIENCE Bill Baxley, AIA Vice President, Director of Design Leo A DALY Minneapolis Role: Design Director Experience: 25 years Bill creates meaningful places where communities can thrive. He focuses on community -oriented municipal design projects has designed over 20 park and recreational facilities including the Shakopee Soccer Complex*. Bill also focuses on municipal facilities and designed the City of Edina City Hall*. He has won 32 awards for his designs. *Experience prior to joining Leo A DALY As a founding partner of Ballard*King & Associates, Jeff has over 30 years experience in recreation facility operation and planning. Ballard*King & Associates was established in 1992 by Ken Ballard and Jeff King in response to the need for market driven and reality based planning for recreation facilities. Jeff has provided consulting services to more than 200 communities who have benefited from his extensive background in recreation center planning and management. Jeff's expertise comes from a vast array of experience and projects. Jeff's management and project experience includes facility planning and construction, facility renovation, grand opening celebrations, economic impact studies, energy conservation systems, preventative maintenance programs, staffing, budgeting, marketing, cost accounting and program -ming. In addition, lie has performed park and recreation master plans as well as audits. Jeff was one of the founders of the "Gateway to Success" recreation facility planning conference in St. Louis and served as the chairman in its first year. His previous experience in Colorado has led to an active involve-ment with the Colorado Parks and Recreation Association's Recreation Facility Design and Management School. Jeff has been a regular speaker at the Athletic Business Conference as well as numerous state conferences and ice arena management -related seminars, NRPA Aquatic School and various workshops. Jeff has also served as a team leader and facilitator for the City of Fort Collins Quality Improvement Program and has been certified in Systematic Development of Informed Consent (SDIC). As the former Recreation Director for the City of St. Peters, MO, he was responsible for start-up and operations of Rec-Plex. Rec-Flex, a 140,000 square foot recreation center with a 50 -meter competitive pool, ten -meter diving tower, leisure pool, gymnasium, track, rock climbing wall, weight room,, aerobics room, ice skating rinks (2), skate board park and food service that opened in July 1994. Rec-Plex was the host site for all aquatic events for the 1994 Olympic Sports festival. Prior to this, he was the Facility Manager for the Edora Pool Ice Center (EPIC) in Fort Collins, CO, where lie was responsible for its start-up, operations and administration for 7 years. EPIC received the 1987 "Facility of Merit" award from Athletic Business Magazine for design and operation excellence. He also served as the City of Fort Collins' Aquatic Director and team leader and facilitator for the City of Fort Collins Quality Improvement Program. LED MY TEAM EXPERIENCE EDINA PARK AND RECREATION DEPARTMENT J MANAGING TEAM Principal -in -Charge Ted Redmond PROGRAMMING TEAM LEo A DALY Program/Planner Project Designer Jeff King Bill Baxley • Ballard*King Lro A DALY SUPPORTIVE SERVICES AS NEEDED Interior Design Virginia Pappas LEO A DALY Mechanical/Fire Protection Eric Stadsvold L( -.o A DALY Electrical/Low Voltage Greg Doll Leo A DALY Structural Steve Nordin LEo A DALY SUPPORTING TEAM MEMBERS - AS NEEDED Eric Stadsvold, PE Senior Mechanical/Industrial Engineer LEo A DALY Minneapolis Role: Lead Mechanical Engineer Experience: 20 years As an industrial and a mechanical engineer, Eric collects data and analyzes it to provide quantitative and engineering options in the design and planning stages of projects. He works with new construction and remodeling projects with equal skill to help create the most efficient workspaces for each client. Greg Doll, PE, LEED Senior Project Electrical Engineer LEo A DALY Minneapolis Role: Lead Electrical Experience: 17 years Greg recently assisted the University of Minnesota with their Utility Master Plan update. In the last five years he also led the mechanical analysis and design of the Sterling the City Hall/Police remodel and renovations to several facilities for the Federal Government. LE3DA DALY Cost Estimator Jeff Lorenzen LLo A DALY Virginia Pappas, CID Lead Interior Designer LEo A DALY Minneapolis Role: Interior Designer Experience: 16 years Virginia is an experienced designer and holds a wealth of knowledge in a variety of building types, including civic, corporate, government and judicial areas. She is committed to providing end users with interior environments that meet their needs functionally and aesthetically. Steve Nordin, PE Director of Structural Engineering LEo A DALY Minneapolis Role: Lead Structural Experience: 33 years Steve has worked on re -use and renovation projects for dozens of private, public and industrial clients. Recently he has been working for the Federal Government in re- purposing outdated facilities for new missions at Aberdeen Proving Grounds, MD and Ellsworth Air Force Base, SD. PROJECT APPROACH The LEo A DALY Team is prepared to assist you with assessing the programming and operation of the Edinborough facility as outlined in the RFP. Our team has the experience in park facilities and knowledge to assist You with the tasks that are needed for this type of study in a timely and efficient manner. The LEo A DALY team will give you the vital information necessary to proceed with this important project and the tools to help with the decision making process. Our intent is to have a very hands-on approach to this project with open, effective communications with the project team, City Staff, special interest groups, citizen committee and other interest groups deemed integral to this assessment. Active involvement and participation from all parties in the process is welcomed and encouraged. We want to be seen as "partners" in the effort to bring the best possible analysis to the Edinborough center study. We see this project as being completed in two phases as outlined below. Case Study: Salvation Army Ray and Joan Kroc Corps Community Centers (RJKCCC) In 2004 Joan Kroc, wife of McDonald's founder Ray Kroc, gave an endowment to The Salvation Army of $1.5 billion. The funds are to be used to construct and develop world-class recreational, educational and ministry centers that will provide abundant elevating opportunities to people from all walks and all years of life. PROJECT APPROACH Phase I — 30 days At the kick-off meeting with the project staff and committee members we will lay the groundwork for the project, determine how we will communicate with each other and how decisions are made. We will review the project's goals and tasks to be completed and the schedule; making any necessary adjustments. During our visit, we will do the research necessary to develop a baseline of information including a tour of the physical layout, review of program and financial statistics, review the demographic profile of the service area, conduct market analysis, review of alternative service providers in the immediate area and initiate discussions with staff. Phase 11— 45 days This phase of the project will build on the information gathered from Phase I that will be instrumental in the discussions on program and facility options. These discussions will be the foundation for developing a concept plan and cost estimates for capital and operations. Strategies for moving forward will be discussed and formatted during this phase. From this process, the final report and presentation will be developed. The final report will be concise summary that will highlight the key findings and tools necessary to assist with the decision making process. RJKCCC in Salem OR. B*K completed an operations assessment that was scheduled to reduce operating expenses by $200,000. Mrs. Kroc's gift was divided equally and given to The Salvation Army's four regional headquarters to established a process, to seek and review applications from local communities interested in a RJKCCC, ensuring the key goals of mission and ministry, financial stability, community partnership and involvement, and design and construction were met. Ballard*King & Associates is honored to have been a part of the process of assisting many Salvation Army communities with their bids for RJKCCC sites. We now continue to be a part of the process of bringing numerous Ray and Joan Kroc Corps Community Centers from coast-to-coast on the road to becoming the beacons of hope the Salvation Army and Joan Kroc envisioned them to be. In Salem, Oregon, Ballard*King & Associates conducted an operational assessment for the Kroc Center that was driven by the need to increase the center's cost recovery level to balance their budget by the end of the current fiscal year. Review of the staffing plan, re -structure of management team, scheduling analysis, fee structure, marketing, fund raising and program recommendations resulted in projected $250,000 improvement in cost recovery by the end of the 2010/2011 fiscal year ending September 30th. LED DALY PROJECT APPROACH Edinborough Operations Assessment Scope of Services Market Analysis Review • Project review and update • Review service area identification • Review demographic characteristics/community profile — Population/age range/income — Businesses/schools — Trends Review of existing Edinborough facilities/programs/ services — Master plan/existing studies — Organizational structure/wage scales — Department policies and procedures — Existing program statistics — Demand for programs/services and facilities — Facility assessment • Competitive market analysis — Alternative aquatic service providers — Facilities and services offered • Comparison with national, regional and local participation statistics and trends Programming: • Develop component recommendation/prioritization — Validate community center program — Review and assess sizing and space allocation requirements • Operating structure and parameters — Philosophy of operation — Priorities of use Concept Option Development • Facility Master Plan Option Development • Cost Assessment — Capitol • Option Architectural Analysis and Feasibility Assessment • Sustainability Assessment • Stakeholder Input and Option Finalization RJKCCC in Omaha, NE. B*K completed an operations assessment that resulting in a $350,000 improvement in cost recovery. LQJA DALY Operations Analysis • Attendance estimates — Daily — Annually/seasonally • Fee structure — Drop-in — Multiple admissions/annual/season passes — Family, group — Rentals, birthday parties • Operating cost projections — Develop a line item budget — Personnel by position — Contractual services — Commodities Capital replacement • Revenue generation projections — Develop a line item accounting — Admissions — Annual/multiple admissions — Programs and services — Rentals and parties — Other revenue sources • Revenue/expenditure comparisons — Cost recovery level • Project recommendations/profitability of components — Marketing strategy — Program/service considerations Final Report • Written final report • Presentation of report Case Study: Salvation Army Ray and Joan Kroc Corps Community Centers (RJKCCC) RJKCCC Omaha (pictured): Ballard*King Associates conducted an operational assessment for the Kroc Center that was driven by the need to increase the center's cost recovery level. Review of the staffing plan, re -structure of management team, scheduling analysis, fee structure, program recommendations and re -purpose of space with the center resulted in projected $350,000 improvement in cost recovery. A* C 0 C • ARCHITECTURE INTERIOR DESIGN PLANNING June 3, 2011 380 St. Peter Street, Suite 600 651.222.3701 Saint Paul, MN 55102 bwbr.com John Keprios Director Edina Park and Recreation Department 4801 West 50th Street Edina, MN 55424 Dear John and the Edina Edinborough Park Study Selection Team: Thank you very much for the opportunity to submit this proposal for the study of the building and operations at Edinborough Park. We would certainly like to be a part of your team. This is the type of study and analysis our team excels at and where we bring exceptional value to our clients. This study is very appropriate as cities continue to investigate opportunities to attract more revenue, cover more costs, or spend less to run a facility such as Edinborough. We have teamed with Ballard"King, a nationally recognized facility management and operational assessment consultant that specializes in recreational facilities exactly like Edinborough. BWBR will serve as your overall project design planner and brings many years of recreational project experience to the table. The BWBR/Ballard'King partner- ship has experience working together at the Shoreview Community Center. Although not requested in the RFP, we feel strongly about educating the City of Edina during this study in reviewing opportunities to identify and procure savings in energy. The explanation of issues to provide a full understanding of the value of retro commis- sioning of building systems, LEED for Existing Buildings strategies, energy audits, and rebates available through energy suppliers, we believe, should be part of our process during the study. As requested in the RFP, our team members have no conflict, ownership, or other interests in similar centers in this market — just very relevant experience that will bring value to the study. Thanks again for this opportunity. Please feel free to contact us. We look forward to being a part of your team. Respectfully submitted, BWB ARCHITECTS, INC. T_O� Gregory E. Fenton, AIA Principal in Charge Direct: 651.290.7877 gfenton@bwbr.com BALLARD'KING Jeff King President/Recreation Consultant Direct: 779.6472363 jeff@ballordking.com During his 18 years at BWBR, Greg has successfully managed a wide range of projects, including wellness facilities, YMCAs, churches, and offices. His clients request him again and again because he excels at controlling budgets and schedules, and is great at communicating with each team member on a daily basis. A 20 -year veteran, Craig focuses his skills on designing engaging and interactive buildings that build community and promote well-being. 1* EXPERIENCE, TEAM, AND QUALIFICATIONS BWBR is a Saint Paul -based design solutions firm that provides architectu interior design, and planning services, with a diverse practice spanning nearly 90 years. Our employee -owned firm has a staff of more than 110, many of whom have been here for 10+ years. We have deliberately remained a single -office firm with a regional practice, to foster a strong team culture and long-term service -based client relationships. Returning clients have consistently comprised 80% or more of BWBR's annual workload from our earliest days. Some of these relationships stretch back more than 30 years. BWBR serves a number of markets, each encompassing several building types and has been steadily involved in the design of recreation facilities for more than 30 years — from community centers and YMCAs to collegiate athletic facilities and wellness centers on medical campuses. BWBR has provided planning and/or design services for more than 50 recreation projects in the last several years. GREG FENTON, AIA BWBR Principal in Charge • Nearly 20 years experience in recreation facility planning and design • Will serve as project day-to-day contact and manage the study process • Extensive experience with feasibility and site studies for several metro -area recreation facilities Select Project Experience • City of Edina, MN I Tri -City Skate Park Facility Study • Red Wing Family YMCA - Red Wing, MN I Feasibility Study, Conceptual Design, Expansion/Renovation • YMCA of Metropolitan Minneapolis - Southdale YMCA - Edina, MN I Site Master Plan, Phase I Design, Expansion Study, Expansion and Renovation - Elk River YMCA - Elk River, MN I Master Plan/Site Study, New Facility - Blaisdell YMCA - Minneapolis, MN I Expansion/Renovation Study - North Community YMCA - Minneapolis, MN I Facility Needs Assessment, Renovation Concept Design CRAIG PETERSON, AIA, LEED AP BWBR Design Leader • Lead design planning and develop conceptual renderings Select Project Experience • YMCA of Metropolitan Minneapolis - Southdale YMCA - Edina, MN Expansion Study, Expansion and Renovation - Elk River YMCA - Elk River, MN I Master Plan/Site Study, New Facility • Mayo Clinic - Rochester, MN - Dan Abraham Healthy Living Center • City of Saint Paul, MN/Neighborhood House - The Paul & Sheila Wellstone Center for Community Building City of Edina I Edinborough Park Study BWBR + Ballard'King A, EXPERIENCE, TEAM, AND QUALIFICATIONS Ballard*King & Associates, located in Colorado, was established in 1992 by Ken Ballard and Jeff King in response to the need for market-driven and reality -based planning for recreation facilities. Ballard*King has achieved 16 years of success by realizing that each client's needs are specific and unique. With over 70 combined years of facility management and planning experience in the public, non-profit, �collegiate and private sector, Ballard*King has completed over 500 projects in 47 BAIILAR.D*KING states and has working relationships with more than 50 architects coast-to-coast. & ASSOCIATES LTD Re� FW:UkyRumlir+eand operatmC. hats Ballard*King & Associates provides a broad range of services for recreation facil- ity analysis. Services include: feasibility studies, operations analysis, maintenance cost estimates, revenue projections, staffing levels, budgeting, marketing plans and third party design review. Additionally, Ballard*King performs audits for existing facilities as well as parks and recreation master plans. Services proposed for your Edinborough study are outlined in the following pages, under Project Approach, Jeff King Ballard*King Recreation Consultant • Over 30 years experience in recreation facility operation and planning • One of the founders of the "Gateway to Success" recreation facility planning conference in St. Louis • Provided consulting services to more than 200 communities With over 30 years experience, Select Project Experience Jeff brings expertise in recreation Salvation Army Ray and Joan Kroc Corps Community Centers (RJKCCC) facility operation and planning. - Omaha, NE I Conducted an operational assessment for the Kroc Center His recent experience includes four facility assessments for that was driven by the need to increase the center's cost recovery level. facilities closely aligned to Edin- Review of the staffing plan, re -structure of management team, scheduling borough. Jeff's trustworthy analysis, fee structure, program recommendations and re -purpose of space experience .and genuine strong with the center resulted in projected $350,000 improvement in cost character bring each client the recovery. confidencethatall aspects oftheir - Salem, OR I Conducted an operational assessment for the Kroc Center project will receive the highest that was driven by the need to increase the center's cost recovery level to level of service. balance their budget by the end of the current fiscal year. Review of the staffing plan, re -structure of management team, scheduling analysis, fee structure and program recommendations resulted in projected $250,000 improvement in cost recovery by the end of the 2010/2011 fiscal year ending September 30th. • Chicago Salvation Army Red Shield ,Assessment - Chicago, IL I Currently conducting an operations assessment of the Englewood and Cross Generation centers for the Salvation Army. Our ongoing work includes a review of the staffing plan, marketing plan recommendations, programming review, and budget analysis. City of Edina I Edinborough Park Study BWBR + Ballard*King APPROACH TO THE PROJECT AND PROCESS Project Approach Ballard`King will lead our initial step to assist you with assessing the programming and opera- tion of the Edinborough Park facility as outlined in the RFP. Our team has the experience knowledge to assist you with the tasks that are needed for this type of study in a timely efficient manner that will give you the vital information necessary to proceed with this important project and the tools to help with the decision-making process. Our intent is to have a very hands-on approach to this project with open, effective communi- cations with the project team, City Staff, special interest groups, citizen committee, and other interest groups deemed integral to this assessment. Active involvement and participation from all parties in the process is welcomed and encouraged. We want to be seen as "partners" in the effort to bring the best possible analysis to the Edinborough Park study. We see this project as being completed in two phases as outlined below. Phase 1- Estimated at 30 days Kick-off meeting Project meetings (2) At the kick-off meeting with the project staff and committee members we will lay the groundwork for the project, determining how we will communicate with each other and how decisions will be made. We will review the project's goals, tasks to be completed, and the schedule; making any necessary adjustments. During our visit, we will do the research necessary to develop a baseline of information including a tour of the physi- cal layout, review of program and financial statistics, review the demographic profile of the service area, conduct market analysis, review of alternative service providers in the immediate area and initiate discussions with staff. Phase II - Estimated at 45 days Project meetings (2) Final presentation (7) anticipated with Park and Recreation Committee This phase of the project will build on the information gathered from Phase I that will be instrumental in the discussions on program and facility options. These discussions will be the foundation for developing a concept plan and cost estimates for capital and opera- tions. Strategies for moving forward will be discussed and formatted during this phase. Conceptual plans and two renderings for possible facility modifications will be prepared from Phase II discussions. These tools provide an invaluable resource for public commu- nication. From this process, the final report and presentation will be developed. The final report will be a concise summary that will highlight the key findings and tools necessary to assist with the decision making process. Scope of Services Market Analysis Review: • Project review and update • Review service area identification • Review demographic characteristics/community profile - Population/age range/income - Businesses/schools - Trends • Review existing Edinborough facilities/programs/services - Master plan/existing studies - Organizational structure/wage scales - Department policies and procedures - Existing program statistics - Demand for programs/services and facilities - Facility assessment City of Edina I Edinborough Park Study BWBR + Ballard"King el APPROACH TO THE PROJECT AND PROCESS (Market Analysis Review Continued): • Competitive market analysis - Alternative aquatic service providers - Facilities and services offered • Comparison with national, regional, and local participation statistics and trends Programming: • Develop component recommendation/prioritization - Validate community center program - Review and assess sizing and space allocation requirements • Operating structure and parameters - Philosophy of operation - Priorities of use Operations Analysis: • Attendance estimates - Daily - Annually/seasonally • Fee structure - Drop-in - Multiple admissions/annual/season passes - Family, group - Rentals, birthday parties Operating cost projections - Develop a line item budget - Personnel by position - Contractual services - Commodities - Capital replacement • Energy Savings Education - Review opportunities to identify and procure savings in energy • Revenue generation projections - Develop a line item accounting - Admissions - Annual/multiple admissions - Programs and services - Rentals and parties - Other revenue sources • Revenue/expenditure comparisons - Cost recovery level Project recommendations/profitability of components - Marketing strategy - Program/service considerations Conceptual Planning: • Expansion/repurposing plan diagrams • Renderings of interior concepts Final Report: • Written final report - Conceptual plan and concept renderings • Presentation of report (one meeting) City of Edina I Edinborough Park Study BWBR + Ballard"King 1 PROPOSED FEE Cost Summary The BWBR/Ba Ila rd* King team proposes a lump sum fee of $27,850 (twenty seven thousand. eight hundred fifty dollars) for the scope of services described in the project approach process. Reimbursable expenses are estimated at $2,800 (two thousand, eight hundred dolla,,, primarily for two trips by Jeff King and printing and reproduction costs. Reimbursable expenses will be bill at 1.1 times cost. We do not bill for local mileage incurred. We would welcome the opportunity to sit down and customize, prioritize, and/or phase a scope of professional services that will meet the goals and expectations necessary for this project, as well as your project budget. City of Edina I Edinborough Park Study BWBR + Ballard"King 2design group June 4, 2011 John Keprios, Director Edina Parks and Recreation Department 4801 West 501h Street Edina, Minnesota 55424 RE: Proposal Edinborough Park Building and Operations Study Dear John and Selection Committee: 292 Design Group is pleased to submit our proposal to assist the City of Edina in studying the operations and facilities of Edinborough Park. Recreation and parks play a vital role in the life of a community. Today's economic environment puts a great deal of pressure on cities to provide services at the least cost. Facilities that become an economic drain on a community quickly fall behind the needs of a community. Having just recently worked with John and the City of Edina on the Braemar Ice Arena Improvements, Tom Betti would be excited to continue and develop the relationship with the City on the Study of Edinborough Park. We hope the Braemar project gave you a sense of our understanding of community recreational facilities and our creative approach to working with existing buildings. Joining Tom will be Mark Wentzell, of 292 Design Group together they have led numerous clients through similar processes, as they looked to update their facilities, to respond to the needs of their citizens and find cost effective operational models. Also, as another key member of the Edinborough Park study is Jeff King of Ballard King & Associates. Jeff is a national leader in recreation facility operations. 292 and Ballard King have worked together on over 20 feasibility studies over a large part of the United States. The 292 Design Group team will work collaboratively with parks and recreation staff, important community stakeholders and the citizens of Edina. Our process will be rigorous, thoughtful and thorough. We appreciate the opportunity to submit our qualifications and look forward to discussing with you how we can assist the Edina in this important effort. Sincerely, 292 design group tOM45). Tom Betti, AIA Partner Mark Wentzell, AIA Partner Two Nine Two design group 1 9100 491 Avenue North I New Hope, MN 55428 1 763.533.3813 1 www,292designgroup.com 1: 1 Edinborough Park Study 292 Design Group 4 292 Design Group 292 Design Group (292) is a full-service architecture, planning and interior design firm headquartered in New Hope, Minnesota. Our projects and services range from feasibility studies to comprehensive architectural services for projects of all sizes. 292 is renowned for our recreational center design expertise. 292 staff have developed a substantial portfolio of community recreation projects. Moreover, we understand the needs and challenges associated with public facilities and have the skills necessary for effectively facilitating partnerships among the various stakeholders. Our emphasis on community involvement and clear communication has resulted in recreational facilities that respond to diverse needs and reflect their community. The Edinborough Park Study will help answer the questions: "Who will use the facility?" "What amenities and activities should it include?" "is it sustainable?" What will it cost? What will it cost to operate? 292's studies provide solid data and analysis, determining: community resources, community needs and interests, probable costs and possible project schedules. 292's comprehensive studies enable our clients to make critical decisions and provide them with a clear vision for their potential project. An essential element of 292's project approach is client collaboration. Our best projects have been planned and designed with extensive input from our clients. We are truly dedicated to our clients and to the success of their projects. 292's significant list of community projects is a testament to our responsive, respectful, and innovative character. A partial list of community recreation facilities studies include: Stamford, CT: Stamford Community Recreation Center (2010) Lemay, Missouri: Community Center Study (2010) Watertown, SD: Multi -use Recreation Center Study (2009) St. Paul, MN: Citywide Aquatic Facilities (2009) Roswell, NM: Community Center Study (2009) St. Cloud, MN: Community Center (2009) Warrenton MO: Community Center (2008) Leawood, KS: Community Center Study Phase One (2008) Inver Grove Heights, MN: Community Center Study (2007) 292 Project Team Thomas Betti and Mark Wentzell will lead the 292 feasibility study team. Tom and Mark have worked together on numerous studies and recreational facilities. Their combined experience and knowledge of recreational design is unparalleled. They will be joined by Jeff King of Ballard King. Jeff is a national leader in recreation facility operations. Ballard King has assisted 292 on over 20 planning studies. Thomas Betti, AIA, Principal / Project Leader, 292 Tom will lead the 292 design team effort. Tom has a sound understanding of the issues that communities face in the design of recreation projects. He has expertise in all phases of architecture: programming, design, code compliance, construction documents, bidding and negotiation, construction administration and post construction services. Tom has worked with all kinds of government agencies and educational institutions in the design of their recreational facilities including: ice arenas, community centers, and aquatic centers. Tom has more than 20 years of experience including the recent improvements to Braemar Arena. 1 r Edinborough Park Study 292 Design Group Bachelor of Architecture, University of Minnesota, 1995 American Institute of Architects Registered Architect in Minnesota, Ohio, Arizona, Missouri NCARB Mark Wentzell, AIA, Principal/Designer, 292 Mark will provide design and planning expertise and collaborate with Tom in planning the facility. An award-winning designer with 30+ years experience, Mark brings a wealth of planning and design knowledge. A teacher, skilled public speaker and meeting facilitator, he brings expertise in working with diverse stakeholders and imparting architectural knowledge in everyday terms. Mark has led clients through the master planning, design, and comprehensive building process. His design experience has resulted in high performance buildings that provide multi -use services to a wide variety of users. His awards include the Richard W. Riley Award for Excellence for Schools as Centers of Community (First Recipient) 2004, for his design for the John A. Johnson Elementary School and East YMCA in St. Paul. Education Master of Architecture, Syracuse University, Florence Center American Institute of Architects Bachelor of Architecture, University of Minnesota Registered Architect in Minnesota Ballard*King & Associates Ballard*King & Associates was established in 1992 by Ken Ballard and Jeff King in response to the need for market-driven and reality -based planning for recreation facilities. B*K has achieved 18 years of success by realizing that each client's needs are specific and unique. With over 70 combined years of facility management and planning experience in the public, non-profit, collegiate and private sector, B*K has completed over 500 projects in 47 states and has working relationships with more than 50 architects coast-to-coast. We are honored to be the recipient of four Athletic Business Facilities of Merit Awards. Ballard*King & Associates provides a broad range of services including: feasibility studies, operations analysis, maintenance cost estimates, revenue projections, staffing levels, budgeting, marketing plans and third party design review. Additionally, we perform audits for existing facilities as well as parks and recreation master plans. By bringing practical, proven experience we can accurately represent the client's best interests. Our firm has a keen awareness of the impact a sports or recreational facility has on the community. Thanks to our extensive field experience we are able to provide assistance with practical tools, an uncommon ability to see the overlooked and view your project from a wealth of expertise and knowledge. We understand that the recession is drastically impacting governmental agencies while there is increasing pressure to reduce tax support for parks and recreation services. B*K has hands on experience conducting operational assessments similar to what is required for Edinborough Park. Within the past 6 months, B*K has lead facility assessments in Chicago, Omaha, Rapid City, and Salem„ In one case the combination of cost saving recommendations and revenue generating plans resulted in a $350,000 improvement in cost recovery. Jeff King, Operations Consultant, Ballard*King As a founding partner of Ballard*King & Associates, Jeff has over 30 years experience in recreation facility operation and planning. Jeff has provided consulting services to more than 200 communities who 2 W Edinborough Park Study 292 Design Group have benefited from his extensive background in recreation center planning and management. Jeff's expertise comes from a vast array of experience and projects. Jeff's management and project experience includes facility planning and construction, facility renovation, grand opening celebrations, economic impact studies, energy conservation systems, preventative maintenance programs, staffing, budgeting, marketing, cost accounting and programming. In addition, he has preformed park and recreation master plans as well as audits. Jeff's trustworthy experience and genuine strong character bring each client assurance that all aspects of their project will receive the highest level of service. Education Bachelor of Arts in Administration, Lindenwood University Missouri Parks and Recreation Association Colorado Parks and Recreation Association National Recreation and Park Association Project Understanding The 292 Project Team understand the City of Edina would like to evaluate the current operations of Edinborough Park and prepare an operational plan for the future. Integral to that plan is to improve the cost recovery of the operations of the facility. Good Design and Planning is Good Stewardship of Public Dollars 292's goal is to design innovative and pragmatic facilities that promote the careful use of the communities resources where possible; provide a highly functional and healthful environment for the users; have a long, useful life expectancy, and most importantly, -meet the current and future needs of all project participants and maximize the benefit achieved for each dollar spent. Careful, insightful planning is the key to creating a successful community asset. Project Approach and Work Plan The 292 team begins each project with a clearly defined work plan that outlines the project's goals and potential outcomes. The work plan outlined below will address the scope of services anticipated for this study. 292 would be happy to work with you to modify this plan as needed to best suit your needs. The tasks we have outlined in the Work Plan, connect directly to the objectives of the study, and define our approach to accomplishing them. Because of 292's extensive ice facility experience, we will be able to provide you with a study that achieves all of your goals and creates a solid path for the next phase of development. 1. Project Kickoff Representatives of the City of Edina and other project stakeholders meet with the 292 project team to discuss the work plan and identify the decision -makers who will be involved in the project. We then prepare a statement of goals and objectives and schedules/agendas for meetings and presentations. 2. User Input With an established statement of goals and objectives, the next critical phase is to review the history of Edinborough Park and collect input from the various groups and individuals who will be continuing to participate in the facility. The 292 team feels strongly that the greater the open dialogue the greater the potential for a successful study. 3. Existing Edinborough Park Building Assessment Edinborough Park Study TI 292 Design Group The 292 design team will conduct a thorough assessment of the existing facility. Mechanical, structural, electrical and aquatic systems will be carefully analyzed to ensure code compliance, operational efficiency, and maintenance and capital replacement needs. The facility will be analyzed on ability to meet current and proposed programmatic needs. 4. Market Analysis Review Review service area identification Review demographic characteristics/community profile/Population/age range/income Businesses/schools/Recreation trends Review of existing Edinborough facilities/programs/services Master plan/existing studies Organizational structure/wage scales Department policies and procedures Existing program statistics Demand for programs/services and facilities Competitive market analysis Comparison with national, regional and local participation statistics and trends 5. Programming After collecting the operational and revenue data, 292 team will prepare a written facility program - a document outlining and prioritizing the needs of the project. The preparation of this initial draft program document will establish the parameters of the facility and become the outline for further development of the project. The city and other stakeholders will then review the program documents to insure compliance with their needs, and desires. Often this will entail difficult decisions regarding budget, building area, and included amenities. The 292 team will provide professional cost consultation • and guidance in the resolution of these issues. 6. Revenue Analysis Attendance estimates - Daily/Annually/seasonally Fee structure - Drop-in/Multiple admissions/annual/season passes /family, group/ rentals, birthday parties Revenue generation projections Admissions - Annual/multiple admissions Programs and services Other revenue sources 7. Operations Analysis Operating cost projections Develop a line item budget Staffing/ Personnel by position Utilities/ Contractual services/Commodities/ Capital replacement S. Cost Recovery Analysis Project recommendations/profitability of components Marketing strategy Program/service considerations 9. Operations Revenue and Cost Recovery Recommendations Determine final recommendations/profitability of various options • Assist in developing a marketing strategy 4 Edinborough Park Study 10. Conceptual Design 292 Design Group With the completion of the market and operations analysis and the development of a facility program, the 292 team will prepare a series of conceptual designs. These concepts will formulate the adjacencies and relationships between the various components of the project, explore the space requirements and relative costs, and provide a clear understanding of the possibilities of Edinborough Park. These conceptual designs will begin to analyze the operational aspects of the proposed project. The final conceptual designs will set the basis for defining project scope and budget. . 11. Preliminary Cost Estimate and Project Budget Once the conceptual designs are prepared, 292 will work with an experienced and qualified construction cost estimator to provide preliminary budgets for each of the options that were developed. A cost - benefit analysis can be generated and recommendations made for a preferred option. The estimates may be used to reliably establish a budget for constructing and equipping the project. 12. Final Report The Conceptual Design Study process will conclude with the preparation of a final report. 292 will assemble all data and other critical information into a comprehensive, user-friendly document. This report will document the study process and serve as an outline to help guide the future of Edinborough Park 13. Presentation of the Completed Feasibility Study The 292 team will present the completed Feasibility Study to the Edina City Council and to other community stakeholders that are interested in the completed study Study Timeline 292 Design Group proposes a 12 week schedule for the study. This reflects a process that stays focused on the project, yet allows time for studying the issues and making quality decisions Fee Proposal 292 Design Group $14,450 Study Leadership and Design and Planning Lead all aspects of the project including; stakeholder meetings, public presentations, physical building assessment, programming, conceptual plans, site plan, image study, cost estimating, and final report preparation Ballard King Operations and Revenue Consulting $11,250 Prepare detailed annual operational cost including; staffing, utilities, contract services, capitol replacement projections and building maintenance costs. Assist city with developing revenue sources; rate structures and annual cost recovery projections. Reimbursable Expenses $3,150 Ballard King& Associates -Travel expenses (two trips), and printing, $2,000 292 Design Group - Printing, color plots, report reproduction, postage, and mileage, $1,150 Total Fee $28,850 The fee above is based on our experience on similar projects. Each project is unique. 292 is committed to providing services and the corresponding fees based on the needs of our clients. As always we would be willing to discuss our fee and modify it to fit the specific needs of the City of Edina. 6 M v p A4i K i� ri 1 4 li R �•. '�I �+ + .. BISSONNETTE ERICKSON ARCHITECTS, LLC 10700 HIGHWAY 55, SUITE 317 PLYMOUTH, MN 55441 (763) 544-83� June 3, 2011 Mr. John Keprios, Director Edina Park and Recreation Department 4801 West 50th Street Edina, MN 55424 Re: RFP for Professional Services for Edinborough Park Feasibility Study Dear Mr. Keprios; We appreciate your invitation to submit this proposal for the above project. Having worked with you and the City in the past on Braemar Arena and a previous look at Edinborough Park we would welcome the opportunity to serve Edina again. As architect for the recently completed Eden Prairie Community Center, we had gone through a similar process of analysis and study using input from user groups and outside consultants to develop a program and design for renovation to produce a successful operation. Most of our recreation projects have begun with a feasibility study; incorporating program analysis, operating proforma, design solutions and cost estimating. We have assembled a team of consultants to address the various aspects of Edinborough Park and look forward to meeting with the selection committee to discuss your project in depth. Thank you for your consideration. Sincerely, BISSONNETTE ERICKSON ARCHITECTS, LLC el Ericks n, RA, NCARB A 'r? C H I T= C FURE I E N V I R O i',1 M E N FAL OUALI FY OF LIFE rFirm Information 1 Bissonnette Erickson Architects ' Architecture 10700 Highway 55, Suite 317,Plymouth, MN 55441 763/ 544-8370 Year: Established in 1982 (Name change in 2010 from Delano Erickson Architects) Status: Minnesota Limited Liability Company Ownership: Private LKPB Engineers, Inc. Mechanical & Electrical Engineers 1935 West County Road B2, Saint Paul, MN 55117 651/633-1223 Year: Established in 1969 Status: Minnesota Corporation Ownership: Shareholders Charles J. Pappas Operational Consultant 5412 Mayview Road Minnetonka, MN 55345 612/919-2020 Aquatic Consultant Will be hired hourly as needed Firm Profile: Bissonnette Erickson Architects (BEA) is a Minnesota based architectural firm dedicated to delivering timeless designs that enhance the human experience and are functional, buildable and on budget. Our firm has been providing professional architectural services (formerly known as Delano Erickson Architects) since 1982. Del Erickson brings more than 45 years of experience to the team. Prior to starting his own firm, Del served as principal and director of design for BWBR where he was responsible for the development of the first family oriented YMCAs. Del's passion and ability to work well with public groups such as cities, counties and community association boards is evident in the many community centers, park and recreation facilities and ice arenas throughout Minnesota. Edinborough Park Project Team Principal Architect / Designer Del Erickson, RA, NCARB Bissonnette Erickson Architects Registration: MN #7131, WI, IA, NY, KS Years of Experience: 45 Project Responsibility As Project Architect / Designer, Del will work with the steering committee and target user groups in evaluation of building and site program, concept designs, function and cost analysis, all with guidance of creating a design which enhances the experience and brings delight to the user. His involvement and responsibility will carry through all phases assuring quality and design goals are achieved in the final product. Professional Background: University of Minnesota, Bachelor of Architecture Relevant Project Experience: • Eden Prairie Community Center Addition and Remodeling; Eden Prairie, MN -Addition of large public lobby, fitness, aerobics, free weights, gym, phased running track, racquetball, meeting rooms, concessions, and child care facilities with remodeling to the pool and a third hockey facility. • Plymouth Creek Community Center; Plymouth, MN - Included in the 33,000 S.F. Structure is a large divisible meeting room, senior activity center, arts and crafts classrooms, a lounge, a large kitchen for catering and classroom instruction, lounge, multiuse theater and entertainment space, additional venues for teens and arts groups, and facilities for adjacent seasonal indoor soccer facility. • Maple Grove Community Center; Maple Grove, MN - Design and cost estimating form complete community center including aquatics, gymnasiums, ice arena, fitness, meeting, teen, senior and day care facilities. • South Branch YMCA; West St. Paul, MN • Northeast Branch YMCA; White Bear Lake, MN • Northwest Branch YMCA; Shoreview, MN • Willmar Civic Center; Willmar, MN - 2,000 to 4,000 seat multiuse building with NHL ice rink. • Braemar East Arena; Edina, MN • Burnsville Arena; Burnsville, MN • Richfield Ice Arena; Richfield, MN • Hudson Ice Arena and Multiuse Exhibition Building and Addition; Hudson, WI Principal Architect Bruce P. Bissonnette, AIA Bissonnette Erickson Architects Registration: MN #23532 Years of Experience: 29 Project Responsibility: Bruce will work with Del and the city of Edina in development of building and site programs, concept design, and cost analysis, and have overall responsibility of consultant and team management. His involvement will carry through all phases making sure coordination of all disciplines is carried out and the city of Edina receives the premier family destination and recreation facility they envision. Professional Background: Bemidji State University, Northwest Technical Institute, University of Minnesota Relevant Project Experience: Expertise in the hospitality and event center market. EdinborOLI fit Perk Community Center Management Consultant ' Charles J. Pappas Independent Consultant ' Corporate and entrepreneurial Executive Operator with a proven track record of maximizing resources, streamlining operations and budgets while increasing sales and profit. Combines expert orchestration of multi -unit facility management and P & L with a history of accomplishment in business development, sales, account management and customer service. Mr. Pappas will build a sustainable business model around the current mission and develops appropriate policies, programs, goals and long range strategies to advance the revenues and funding sources. ' Project Responsibility: Operations, market and management analysis and input. Professional Background: Bachelor of Science • Recreation and Park Administration Mankato State University • Mankato, MN Carlson School of Management — Managing Organizational Change IHRSA Institute — Professional Development and Club Management Club Managers Association of America — Membership Sales and Marketing The Disney Institute — Service Magic Workshop Dunn & Bradstreet —Account Development Strategies Professional Affiliations: United States Green Building Council IHRSA— International Health, Racquets and Sports Association CMAA — Club Managers Association of America Relevant Project Experience: Sabes Jewish Community Center, Chief Wellness and Recreation Officer., Minneapolis, MN • General Manager, Calhoun Beach Club, Minneapolis, MN Wellbridge, Regional Director Minneapolis, MN Health Fitness Corporation, President, Minneapolis, MN Bearpath Golf and Country Club, General Manager, Eden Prairie, MN • Shakopee Mdewakanton Dakota Community, Retail Business Advisor, Prior Lake, MN Dakota Sport and Fitness, General Manager, Prior Lake, MN Flagship Athletic Club, Vice President/General Manager, Eden Prairie, MN Edinborough Park Electrical Engineer - Principal in Charge John M. Killeen, P.E., LEED AP LKPB Engineers, Inc. Registration: MN 917783 Years of Experience: 29 Project Responsibility: John has specialized design and management experience in a number of diverse and complex projects. His goal for every project is to assure high quality, value -engineered systems, time -expedient scheduling and effective design/ construction team communication. His extensive background in a variety of project areas has culminated in an acute focus on value engineering and energy conservation. Professional Background: Bachelor of Science/Electrical Engineering, University of Minnesota Relevant Project Experience: • Anoka Ramsey Community College, Coon Rapids, MN • North Hennepin Community College, Brooklyn Park, MN • Minnesota State University, Mankato, MN • South Central College, Faribault, MN • Dan Abraham Healthy Living Center, Mayo Clinic, Rochester, MN • Kandiyohi County Family YMCA, Willmar, MN • Maple Grove Community Center, Maple Grove, MN • Mille Lacs Band of Ojibwa Community Center, Onamia , MN • New Brighton Family Services Center, New Brighton, MN • Fond du Lac Tribal and Community College, Cloquet, MN • Bemidji State University, Bemidji, MN Mechanical Engineer - Principal in Charge Peter A. Potvin, P.E., LEEDAP LKPB Engineers, Inc. Registration: MN #16196 Years of Experience: 31 Project Responsibility: Peter offers special design expertise in code evaluation, value engineering, life cycle costing, energy management, comparative HVAC systems, computer modeling, evaluating and building management systems. In addition, Peter has led numerous award-winning projects through the application of the Xcel Energy Assets Program, designed to find the most energy-efficient interrelated systems for new and remodeled buildings. Professional Background: Bachelor of Mechanical Engineering, University of Minnesota Relevant Project Experience: • Anoka Ramsey Community College, Coon Rapids, MN • North Hennepin Community College, Brooklyn Park, MN • Southwest Minnesota State University, Marshall, MN • Minnesota State University, Mankato, MN • South Central College, Faribault, MN • Dan Abraham Healthy Living Center, Mayo Clinic, Rochester, MN • Kandiyohi County Family YMCA, Willmar, MN • Chaska Community Center, Chaska, MN • North Hennepin Community Center, Brooklyn Park, MN • St. Cloud State University, St. Cloud, MN E-dinborough Park a Key components of the addition and renovation include full size gymnasium divisible into two small basketball or volleyball courts, new locker facilities with family rooms, two racquet ball courts, fitness and weight area, aerobic studio, multi use meeting/exercise rooms, walking track, ice arena and new lobby, concessions, banquet room, teen center, childcare and f administrative areas. The addition is designed with similar t materials and finishes to aesthetically fit with the existing building providing an overall unified appearance and not seem like an addition. Architect: Delano Erickson Architects Consultants: Structural Engineer/ Clark Engineering Corp. Mechanical and Electrical / M&E Engineers 'Completed: March 2008, Rink Sept. 2008 Construction Time: One Year Total Area: 100,000 SQ FT I ,nstruction Cost: $12,500,000 Community Center Rink Area: 27,750 SQ FT Rink Cost: 3,615,000 Reference: Bob Lambert (Retired) Park & Recreation Director City of Eden Prairie 8080 Mitchell Road Eden Prairie, MN 55344 (50 7) 931-2856 Owner Representative 5 i .."+ear',,.._.. y v iiTL: J This project began with public input and planning sessions, task force and feasibility study for a bond referendum. The resulting community center was designed to accommodate a partnership with a private fitness center and included an ice arena, pool, gym, multi -use banquet/meeting rooms, locker rooms, and recreational spaces. The ice arena is arranged so it was access from exterior as well as interior through the main community center. A gallery walk way provides a natural lighted route between entrances with a common concession area. Architect: Cluts, O'Brien, Strother Architects Consultants: Structural Engineer/ BKBM Engineers Mechanical and Electrical / LKPB Engineers Acoustics / Wm. H.O. Kroll & Associates Completed: 1997 (Skating Dec. 1996) Construction Time: One Year Total Area: 90,000 SQ. FT. Construction Cost: $11,000,000 Project Design & Manager Del Erickson, AIA Edinborouah Park Reference: Terry Just, Director Dept. Park & Recreation City of Maple Grove 12951 Weaver Lake Rd. Maple Grove, MN 55369 (763) 494-6501 Owner Representative r Included in the 33,000 square feet permanent structure is a large divisible meeting room, senior activity center, arts and crafts classrooms, a lounge, a large kitchen for catering and classroom instruction, lounge, and restrooms for the adjacent soccer bubble field house. An unfinished lower level was completed three years later. Designed to provide tiered multiuse space for theater and entertainment venues for seniors, teens, and arts groups. Finishing also included flexible meeting and dining spaces. Architect: Delano Erickson Architects Consultants: Structural Engineer/ BKBM Engineers Mechanical and Electrical / LKPB Engineers Civil Engineer/ Anderson Engineering Acoustics / Wm. H.O. Kroll & Associates Completed: 2000 & 2004 Construction Time: One Year Total Area: 33,000 SQ FT Construction Cost: $6,500,000 Project Design & Manager Del Erickson, RA, NCARB Edinborough Park Reference: Eric Blank P&R Director City of Plymouth 3400 Plymouth BLVD Plymouth, MN 55447 (763)509-5201 Owner Representative Approach / Methodology Our approach and method of working with the city of Edina. Understanding of Project. We understand your goals are to improve use and efficiency and to look at the possibility of adding spaces so the final product will decrease the operating expenses and increase revenue to provide a profitable facility. We have assembled a Team that is excited to meet your challenge and look to accomplishing the following: • Review existing data, operations and program. , • Identify and analyze existing and perceived issues. • Our Community Center Management Consultant will review the existing facility and operations and make recommendations for improvement in program and operations to increase service to Edina and profitability. • Review and interview staff and user groups to determine appropriate approach to satisfy the needs of Edina and recommendations of consultants. • Review and analyze program and market competition for services to determine priority and profitability for Edinborough Park. • Develop program of function and space requirements for satisfying projected concept to improve use and profitability. • Develop alternative design concepts with attendant cost/benefit analysis. • Prepare feasibility report and review with Park Commission and City Council. Process Building on recommendations and program alternatives we will develop, design and cost scenarios related to physical improvements, amenities, or changes to the existing facility. We will develop design alternatives addressing possibility of major revision to existing spaces to accommodate new and more profitable spaces. A major addition to accommodate a larger program of use will be considered and addressed in the design alternatives. We foresee a minimum of three concepts developed in schematic form with cost estimates for accomplishment along with revenue and operating cost proforma. We anticipate the process will involve five to eight meetings with staff, user groups and city over a three month period culminating in a final report. Cost Estimate and Control We understand the high priority placed on the budget of publicly funded projects and approach design solutions with knowledge of cost ramifications. We have significant experience and understanding of building costs and values and prepare cost estimates using material and system takeoffs similar to contractor bids. '=dinUorough Park Fee Proposal Phase I — Data collection, operations analysis and recommendations for improving service and profitability utilizing input from Staff, User Groups and Community Center Management Consultant. Approximately 40% of overall fee. Phase II — Concept program and design alternatives responding to approach and questions identified in phase I and RFP with cost estimates and operation proforma. Approximately 50% of overall fee. Phase III — Compile pertinent information, design and cost data in final report form as feasibility study for review and presentation to Park Commission and City Council. Approximately 10 of overall fee. Our services will be based on typical AIA Contracts and will be for feasibility studies only. Our proposal includes the services of architectural consultants, mechanical and electrical engineering consultants and a community center management consultant. Civil engineering, landscape architecture and surveying are additional services. Owner to provide existing building plans and operational data. A rough fee is based upon an estimate that approximately 200 to 240 hours are needed to complete this study. We have broken it down as follows: Phase I Project Evaluation and Recommendations: Architectural and CCM Consultant Phase II Program and Design Alternatives with Cost Estimates: Architectural CCM Consultant Mechanical and Electrical Engineering Phase III Feasibility Report Architectural CCM Consultant Mechanical and Electrical Engineering Subtotal Basic Services Estimate: $5,000 - $8,000 $7,500 - $9,500 $1,500 - $2,000 $14,000 - $19,500 We propose to provide the above basic services on an hourly basis for a total not to exceed $19,500 plus additional services and reimbursable expense. Additional Services: Energy and building system analysis related to $1,500 - $2,000 Operating costs and recommendations for improvement Mechanical and Electrical Engineering Reimbursable expense as billed to BEA and not to exceed $1,000 Edinborough Park