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HomeMy WebLinkAboutC2005-042 - 1/18/2005 - ApprovedPage 1 of 10 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF CORPUS CHRISTI AND NATIONAL GOLF FOUNDATION CONSULTING, INC. THE STATE OF TEXAS § COUN'FY OF NUECES § § KNOW ALL BY THESE PRESENTS: This professional services agreement ("Agreement") is entered into by and between the City of Corpus Christi, a Texas home-rule municipal corporation ("City"), acting through its duly authorized City Manager, or designee ("City Manager"), and the National Golf Foundation Consulting, Inc., ("Consultant"). Section 1. Engagement. City agrees to engage the Consultant to perform those services described below for completion of the following project: Golf Course Management and Operations Study for the City ("Project"). Section 2. Term. The term of this Agreement begins upon approval of the City Council of the City of Corpus Christi, at which time the Consultant will begin work on the Project; and the term continues, subject to the termination provisions of Section 10, until the day that is six months after the day that the Consultant presents the final, detailed written report ("Final Report") as described in this Agreement. The presentation date shall be no later than April 28, 2005. Section 3. Contact Person/Contract Administrator. For this Agreement, the City's contact person and contract administrator is the Director of Park and Recreation ("Director"). Section 4. Services. Consultant agrees to perform certain services, as required in the City's Request for Proposals ("RFP") and as stated in Consultant's December 3, 2004 response ("Response") to City's RFP. The RFP and the Response are attached to and incorporated in this Agreement as Exhibits "A" and "Bi" respectively. Consultant shall also perform the detailed analysis necessary for completion of the Project which will include, but not be limited to, the following: (A) Provide a current overview of the golf industry, including trends in golf course play, demographics, development, ownership and management at the national, state, and local levels, with emphasis on municipal golf courses; (B) Develop a Five Year Business Plan for continued operations and management of the two City municipal golf courses; (C) Develop a Five year Maintenance Plan for each golf course; 2005-042 01/18/05 National Golf Foundation Page 2 of 10 (D) Develop a Seven to Ten Year Operations Pro Forma Plan for each golf course; (E) Provide written reports, both in draft form and final form, that detail Consultant's findings and analysis, as outlined above in this section, and its conclusions and recommendations; (F) Make an oral and power point presentation of the final wdtten report to the City Council of the City of Corpus Christi ("City Council"); and (G) Complete periodic reviews of City golf operations during the first six months after presentation of the final report to the City Council. Section 5. Production of Written Reports. (A) At the conclusion of the Project, Consultant shall develop a written Final Report that will contain all findings, conclusions, recommendations, supporting documentation, and which will also contain a concise executive summary. (B) Prior to the production of the Final Report, at least fUdteen copies of a draft version of the Final Report will be submitted to the City for review and comment by City staff. After submission of the draft version, Consultant shall be available at the City's convenience for discussion regarding the draft version's conclusions and recommendations. (C) Within a reasonable period after the conclusion of discussions regarding the draft version, Consultant shall prepare and deliver at least 25 copies of the Final Report to City. Consultant shall orally and with power point present the Final Report at the City's convenience. The presentation shall be made by the lead Consultant assigned to the Project Section 6. Relationship. The Consultant shall perform all professional services as an independent contractor and will furnish these services in its own manner and method; and under no circumstances or conditions will an agent, representative, or employee of the Consultant be considered an employee of the City. Any agent, representative, or employee of the Consultant assigned to perform services under this Agreement shall be competent, capable, qualified, and duly licensed to perform the services, if licensure is required by the State where the specific performance is rendered. Section 7. Compensation. As full compensation for the Consultant's professional services performed hereunder, excluding expense reimbursement as defined below, the City shall pay the Consultant the fixed amount of $26,000 within ten days of completion of the Project. Section 8. Expense Reimbursement. The Consultant will be entitled to reimbursement for the following out-of-pocket expenses solely related to completion of the Project: travel, lodging, meals, telephone calls, purchase of demographic date, and H~LEG DIR/DoyleO C urbs~MY DOC S~2003 04 ~PARK&REC 27',GolfCour sesl121BO4DC Revise Reformat NaaGoff Consul1 ingK 2004.~c Page 3 of 10 mailing expenses. Reimbursable expenses will not exceed $4,000 without the express written permission of the City;, the permission must be obtained prior to Consultant incurring the related expense. The Consultant shall provide the City with a list of expenses, upon request, for reimbursement. Section 9. Compensation for Additional Services. If City requires any service from Consultant not covered by this Contract, Consultant agrees to try to negotiate a reasonable fee for that service. Section 10. Termination. (A) This Agreement may be terminated: (1) by either party at any time for failure of the other party to comply with the terms and conditions of this Agreement; (2) by either party, without cause, upon ten days prior wdtten notice to the non-terminating party; (3) by City in accordance with Section 14 below; or, (4) upon the mutual written agreement of both parties. (B) In the event of termination, the Coneultant shall stop work immediately and will only be entitled to compensation for professional services, subject to the maximums stated in Sections 7-9, up to the point of such terTnination. Furthermore, upon an event of termination, all finished and unfinished documents, data, studies, or reports prepared by Consultant will be delivered to the City and become the property of the City. Section 11. Insurance. (A) Before the performance required under this Agreement can begin, the Consultant shall deliver a Certificate of Insurance ("Certificate") as proof of the required insurance coverages to the City's Director of Risk Management ("Risk Manager"). (B) The Certificate will state that the Risk Manager shall be given at least 30 days notice of cancellation, matedal change in the coverages, or intent not to renew any of the policies, required under this Agreement, by certified mail. Additionally, the City must be named as an Additional Insured under Consultant's commercial general liability insurance for its vicarious liability arising from Consultant's provision of services hereunder. (C) The required types of insurance and coverage amounts to be maintained by Consultant during the term of this Agreement include: H ILEG-DIR\DOyleD Curfis~MYDOCS~0~3 O4~PARK&REC 27\GolfCour ses\121904DC Revise Re,on.al Na~G<~f Consult ingK.2004 doc Page 4 of 10 (1) Commercial general liability with a combined single limit coverage of $2,000,000 per occurrence and aggregate; O 01D lo o rO (2) Errors and omissions (professional liability) insurance with a minimum coverage limit of $2,000,000 per claim and aggregate. The insurance must cover Consultant's officers, directors, and employees; and, (3) Workers' compensation insurance covering all of Consultant's officers and employees who. at any time, perform work relating to this Agreement in City offices or on City owned property. (D) All insurance must be maintained with insurers that are acceptable to the Risk Manager. (E) If the insurance company, utilized by Consultant. elects to use the standard ACORD form, the cancellation clause located on the bottom right of the ACORD form must be amended by adding the wording "materially changed or" between "be" and "canceled." deleting the words "endeavor to." and deleting the wording after "left." (F) Consultant must provide workers' compensation coverage through a licensed insurance company or through self-insurance obtained in accordance with Texas law. (G) Consultant must ensure that any and all subcontractors performing services under this Agreement meet the insurance requirements of this Agreement. Section 12. Indemnification. To the extent allowed by Texas law, Consultant ("lndemnitor") will indemnify and hold harmless the City of Corpus Christi, its officers, employees, representatives, and agents ("lndemnitees") from and against any and all liability, damages, loss, claims, demands, suits and causes of action of any nature on account of death, personal injuries, property loss or damage, or any other kind of damage, including dishonest, fraudulent, or criminal acts of, or the negligence of, Indemnitor's employees, representatives, or agents, acting alone or in collusion with others including all expenses of litigation, court costs, and attorneys' fees which arise, or are claimed to arise, out of or in connection with the services provided by Indemnitor pursuant to this Agreement regardless of whether such injuries, death, or damages are caused or claimed to be caused by the concurrent or contributing negligence of Indemnitees, but not by the sole negligence of Indemnitees unmixed with the fault of any other person or entity. Page 5 of 10 Consultant covenants and agrees that, if City is made a party to any litigation against Consultant or in any litigation commenced by any party, other than Consultant relating to this Agreement, Consultant shall, upon receipt of reasonable notice regarding commencement of litigation, at its own expense, investigate all claims and demands, attend to their settlement or other disposition, defend City in all actions based thereon with counsel satisfactory to Indemnitees, and pay all charges of attorneys and all other costs and expenses of any kind arising from any said liability, damage, loss, demand, claim, or action. Section 13. Disclosure of Interest Form. A City of Corpus Christi Disclosure of Interest form ("Disclosure Form") is attached and incorporated as Exhibit C. Consultant may reproduce the form and must complete, sign, and return the Disclosure Form prior to or upon the approval of this Agreement by the City Council. Consultant shall promptly file with the City supplemental statements to the Disclosure Form if information in the Disclosure Form changes during the term of this Agreement. Section 14. Bankruptcy. If there is any procccding in bankruptcy or insolvency, by or against Consultant, and a receiver or assignee for the benefit of creditors is appointed (with or without Consultant's consent), then the City, at its option, may terminate this Agreement. Section 15. Force Majeure. No party to this Agreement will be liable for failures or delays in performance due to any cause beyond the party's control including, but not limited to, any failures or delays in performance caused by strikes, lock outs, fires, acts of God or the public enemy, common carrier, severe inclement weather, riots or interference by civil or military authorities. The rights and obligations of the parties will be temporarily suspended during this period to the extent performance is reasonably affected. Section 16. Assignment and Transfer. This Agreement may not be, in whole or in part. assigned or transferred, directly or indirectly, by either party without the prior written consent of both parties to this Agreement, except as provided in Section 14 above. Subject to the foregoing, this Agreement shall be binding upon the City and Consultant, their successors, and assigns. Section 17. Non-Discrimination. Consultant shall not discriminate or permit discrimination against any person or group of persons, as to employment or in the performance of services under this Agreement, on the grounds of race, religion, national origin, sex, physical or mental disability, or age. or in any manner prohibited by the laws of the United States or the State of Texas. Director retains the right to take any action that the United States may direct to enforce this non-discrimination covenant. Page 6 of 10 Section 18. Compliance with Laws. (A) Consultant must comply with all Federal, State, and local govemment laws, rules, regulations, and ordinances that may be applicable to its performance under this Agreement. (B) This Agreement is also subject to applicable provisions of the City Charter. All actions brought to enforce compliance will be brought in Nueces County, where this Agreement was executed and will be performed. (C) This Agreement will be governed by and construed in accordance with the laws of the State of Texas. Section 19. Notice. (A) All notices, demands, requests, or replies ("Notice") provided for or permitted, under this Agreement by either party must be in writing and must be delivered by one of the following methods: (1) by personal delivery; (2) by deposit with the United States Postal Service as certified or registered mail, return receipt requested, postage prepaid; (3) by prepaid telegram; (4) by deposit with an overnight express delivery service, for which service has been prepaid; or, (5) by fax transmission. (B) Notice deposited with the United States Postal Service in the manner described above will be deemed effective two (2) business days after deposit with the United States Postal Service. Notice by telegram or overnight express delivery service in the manner described above will be deemed effective one (1) business day after transmission to the telegraph company or overnight express carrier. Notice by fax will be deemed effective upon transmission with proof of delivery to the receiving party. Notice must only be made to the following: IF TO CITY: City of Corpus Christi Attn: Director of Park & Recreation P. O. Box 9277 Corpus Christi, TX 78469-9277 (361) 880-3461 IF TO CONSULTANT: National Golf Foundation Consulting, Inc. 1150 South U.S. Highway One Suite 401 Jupiter, FL 33477 (561) 744-6006 (C) Either party may change the address to which notice is sent by using a method set out above. Consultant will not~ City of an address change within 30 days after the address is changed. Section 20. Amendments. No alteration, change, or modification of the terms of this Agreement or waiver of any provision will be valid unless made in writing and signed by both parties to this Agreement by a person authorized to sign agreements on behalf of each party. HILEG DIR\DoyleD Cu~s~IYDOCS~2003 04~PARK&REC 27\ColfCour ses\121904DC Revise Re~orrnat NatlGoff Con~ult ingK 2004 Page 7 of 10 Section 21. Waiver. (A) The failure of either party to complain of any act or omission on the part of the other party, no matter how long the same may continue, shall not be deemed a waiver by said party of any of its rights hereunder. (B) No waiver of any covenant or condition or of the breach of any covenant or condition of this Agreement by either party at any time, express or implied, will be taken to constitute a waiver of any later breach of the covenant or condition and will not justify or authorize the nonobservance on any other occasion of the same or any other covenant or condition hereof. (C) If any action by the Consultant requires the consent or approval of the City on one occasion, any consent or approval given on that occasion shall not be deemed a consent or approval of the same or any other action at any other occasion. (D) Any waiver or indulgence of Consultant's default of any provision of this Agreement will not be considered an estoppel against the City. It is expressly understood that, if at any time, Consultant is in default of any of the conditions or covenants hereunder, the failure on the part of City to promptly avail itself of said rights and remedies which the City may have will not be considered a waiver on the part of the City, but City may at any time avail itself of said rights or remedies or elect to terminate this Lease on account of said default. Section 22. Severability. (A) If, for any reason, any section, paragraph, subdivision, clause, provision, phrase, or word of this Agreement or the application hereof to any person or circumstance is, to any extent, held illegal, invalid, or unenforceable under present or future law or by a final judgment of a court of competent jurisdiction, then the remainder of this Agreement, or the application of said term or provision to persons or circumstances other than those as to which it is held illegal, invalid, or unenforceable, will not be affected thereby. (B) It is the definite intent of the parties to this Agreement that every section, paragraph, subdivision, clause, provision, phrase, or word of this Agreement be given full force and effect for its purpose. Therefore, if any clause or provision is held illegal, invalid, or unenforceable under present or future law effective during the term of this Agreement, then the remainder of this Agreement is not affected thereby; and in lieu of each illegal, invalid, or unenforceable clause or provision, a clause or provision, as similar in terms to the illegal, invalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable will be added to this Agreement automatically. Section 23. Entirety Clause. The parties intend to provide for a complete understanding within the provisions of this Agreement and its exhibits of the terms, conditions, promises, and covenants relating to Consultant's performance under this Page 8 of 10 Agreement. Therefore, this Agreement and the attached and incorporated exhibits constitute the entire agreement between the City and Consultant for the purpose stated. All other agreements, promises, representations, and understandings, oral or otherwise, with reference to the subject matter of this Agreement, unless contained in this Agreement, are expressly revoked. Page 9 of 10 EXECUTD~3 IN_ DUPLICATE, each of which will be considered an original, on this the day of ' ~)~"~ ~.~, ,2005. ATTEST: '~ Armand~ry- ~1 oTY~KC. ~0' R~, UcltyC~ ilnSaile r ,O~D~LEGAL FORM 19 December 2004. Doyle D. Curtis Chief, Administrative Law Section Senior Assistant City Attorney For Ci~ Attorney STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on the~,q day of 2005, by George K, Noe, as City Manager, or City Manager's designee, as Assistant City Manager, of the City of Corpus Christi, Texas, a Texas home-rule municipal corporation, on behalf of said corporation. My Commission Expires: Name Page 10 of 10 STATE OF FLORIDA § COUNTY OF PALM BEACH § This instrument was acknowledged before me on -J~., ~ ~,~ r'~ ~ ,200~, by /'~ ~' ~-~ ~ ,~ ~ F~ . 5 ~','~'. r- , who is an authori~ed-representativ~ of National Golf Foundation ConsUlting, Inc., a Florida corporation, on behalf of said corporation. Notary Public, State of Florida My Commission Expires: H ~LEG-DIRtDoy~eD Cur~s~MYDOCS~003 04\PARK&REC 27~Gc~[Cour ses\121904DC RewSe Reh~rrnat Nal~Go~t ConsultingK 2004.doc CITY OF CORPUS CHRISTI BI-0048-05 REQUEST FOR PROPOSALS Golf Course Management & Operations Study Park & Recreation Department November 19, 2004 Request For Proposals Golf Course Management and Operations Study PROJECT DESCRIPTION: · he City of Corpus Christi is requesting proposals froin recognized golf course professionals to study the management and operations of the two golf courses in Corpus Christi. Corpus Christi is located on the Texas Gulf Coast and is a prime tourist location. It boasts a population of approximately 300,000 full time residents and has a marked seasonal winter population. Moderate winters allow for year-round outdoor recreational activities including fishing, boating and golfing. To learn more about our City, log on to our website at cctexas.co~n. Corpus Christi currently has two municipal golf courses. The Corpus Christi Parks & Recreation Department would like to evaluate the current daily operations, management, staffing, maintenance, and develop a five year business plan. SCOPE OF ANALYSIS: 1. Provide current overview of golf industry, including trends in golf course management, operations, and maintenance. 2. Develop projections of potential income and expenses to maintain a golf course for a seven to ten year period to determine green and cart fees, rounds, pro shop sales, food and beverages, etc. 3. Provide revisions for the Golf Course Management and Operations Study up to a six month period. 4. Develop a five year business plan for operations and management ibr each course 5 Develop a five year maintenance plan for each course. SELECTION CRITERIA: The selection of the design consultant for the Golf Course Management and Operations Study, Business Plan and Maintenance Plan will be based on the following criteria. In making th~s selection, emphasis will be placed on the depth of experience with conducting market studies and the ability to produce a study in a short time frame. 1. Experience of the firm to conduct management and operation studies for golf courses and other related recreational t:acilities. Professional experience and educational background of team members. 3. Proposed approach to project. 4. Proposed project schedule 5. "Not to exceed" study fee. 6. Client references. INFORMATION TO BE INCLUDED IN PROPOSALS: 1. Firm name, address, telephone number, and fax number. Finn's qualifications, including education and experience of professionals assigned to this project. Qualifications of associate finns shall also be noted. 3. Proposed approach to this project. 4. Examples of other management and operation studies of similar scope completed in the last five (5) years. 5. Proposed schedule. 6. "Not to exceed" tee. Proposers can submit seven (7) copies of proposals to the following location: City of Corpus Christi - Purchasing Division 1201 Leopard, 4~h floor Corpus Christi, Texas 78401 The deadline for submitting proposals is December 6, 2004, at 4:30 p m. Questions regarding the scope of services may be directed to Ms. Sally Gavlik, Park & Recreation Director, (361) 826-3464 or SallvG(t£cctexas.com. Questions regarding the RFP process may be directed to Michael Ban-era, Procurement & General Services Manager, 361-8803169 or mikeb(~cctexas.com. REQUEST FOR PROPOSAL AMENDMENT CITY OF CORPUS CHRISTI PURCHASING DIVISION Request For Proposal File No. BI-0048-05 Amendment No. I Date November 30, 2004 In reference to the above Request for Proposal (RFP) for a Golf Course Management & Operations Study, the tbllowing responses to questions are submitted: Under the Scope of Analysis, could you elaborate on item # 3 ? Within the six month period we may ask to have the consultants review the operation as they recommend and make suggestions for revisions of operations. This would be like a six month review of the operation that had been recommended. Does the "Not to Exceed" study fee include expenses? No, expenses can be added but they mus~ he identified with a not to exceed amount identified for expenses. Are the courses under the management of Parks and Recreation, another City Department or a third party source? Courses are under the direction of the Parl~ and Recreation Dept. "ALL OTHER ITEMS AND CONDITIONS TO REMAIN UNCHANGED" Buyer: Michael Barrera, C.P.M. Procurement & General Services Manager ACKNOWLEDGED BY: FIRM NAME AUTHORIZED SIGNATURE DATE One copy must be returned to the Purchasing Division prior to proposal due date or with your sealed proposal. ¢ON$ ILTIN{; December 3, 2004 Tel: (361) 826-3464 City of Corpus Christi Purchasing Division 1201 Leopard, 4m Floor Corpus Christi, TX 78401 Proposal #204076 Re: Response to City of Corpus Christi RFPft BI-0048-05 Thank you for the opportunity to submit this proposal to review the management and operations of the City's two golf courses (Gabe Lozano Sr. Golf Center and Oso Beach Municipal Golf Course), and to develop a five-year business and maintenance plan for each facility. Having worked for the City as a golf consultant in 2002, we bring a great deal of enthusiasm to the project and a working knowledge of these two City golf facilities and the seasonal~oudst market within which they operate. National Golf Foundation Consulting, Inc. (NGF Consulting) has reviewed the City of Corpus Chdsti's Request for Proposal (RFP) and is prepared to comply with all provisions therein, and to assist the City in this effort. We have made note of the key issues that are unique to Corpus Christi and the City's desire for the selected consultant to continue foLlow-up services for six months after the final report is made to the City We understand that the City's golf facilities have been struggling to meet fiscal objectives. This situation has become very common with municipal goff systems nationwide, and NGF Consulting has bean retained many times over the last few years to assist these municipalities in improving their bottom lines. The City of Corpus Chdsti requires professional consulting assistance in the preparation of a Business Improvement Plan beginning in 2005. It is expected that this plan will result in greater operational efficiency and larger profits for the Golf Enterprise Fund. NGF Consulting is confident that we can help the City achieve this objective, and we present the attached proposal for services. NGF Consulting will bring to this project recent experience in helping municipalities optimize their golf facility operations in light of market realities and increasing costs. We are the recognized industry leader in all facets of golf facility consulting and boast an extensive client list of municipalities, including many in the last two years. Because NGF Consulting does not solicit business for the design, financing, construction, or operation of golf courses, we offer our clients the highest level of objectivity in all consulting assignments. We thank you for the opportunity to submit this proposal. Please call me directly if there are any questions or if we can be of further assistance. Sincerely, ~ultin~"Servicas NAllOflAL GOLF FOUNDA~ON CONSULTING, INC. A Sub, diary offl3e NaE, onal Golf Foundaflo~ 1150 SOUTH US HIGHWAY ONE. SUITE 401. JUPI~R. FL 33477 · (561) 744-6OO6 · FAX: (561) 744-9085 Proposal to Prepare a Golf Course Management and Operations Study for the City of Corpus Christi, TX. Submitted to: City of Corpus Chdsti Purchasing Division 1201 Leopard, 4~h Floor Corpus Chdsti, TX 78401 Submitted By: NGF CONSULTING National Golf Foundation Consulting, Inc. 1150 South U.S. Highway One, Suite 401 Jupiter, FL 33477 (561) 744-6006 December 3, 2004 Table of Contents NGF CONSULTING QUALIFICATIONS .................................................................................... 3 FIr~n Information ................................................................................................................ 3 Principal Officer ................................................................................................................ 3 Background and Qualifications ....................................................................................... 3 National Golf Foundation ............................................................................................... 3 NGF Consulting .............................................................................................................. 4 Proposed Project Team .................................................................................................... 6 Richard B. Singer, Director of Consulting Services ....................................................... 5 Edward Getherall, Senior Project Director - NGF Consul~ng ......................................... 7 Ashley Best, Facility Services/CLASP Manager- NGF Consulting ............................... 8 Richard L. Norton, Senior Associated Consultant ........................................................... 8 Forrest Richardson & Assoc. / Golf Course Architects ................................................... 11 Fletcher & Rowtey Consu~ng - Advertising, Media Placement, Communications ......... 13 William B. Fletcher, Jr., CEO ........................................................................................ 13 John Rowtey, President .............................................................................................. 13 REFERENCES ......................................................................................................................... 16 SCOPE OF SERVICES ............................................................................................................ 20 Task One: Provide Cun'ent Overview of Golf Industry .................................................. 20 Task Two: Develop Five.Year Business Plan ................................................................. 20 Review of Operations/Management .............................................................................. 21 Review of Physical Plant .............................................................................................. 21 Competitive Market Analysis ....................................................................................... 22 Task Three: Develop Five-year Maintenance Plan For Each Course ............................ 23 Task Four: Develop Seven-to-Ten Year Operations Pro Forma .................................... 23 Conceptual Estimate of Costs for Improvements .......................................................... 23 Use Projections and Revenue & Expense Estimates ..................................................... 23 Task Five: Six-Month Revision Period for Study ........................................................... 24 STUDY COST AND DELIVERY DATE SUMMARY ..................................................................26 Fees and Expenses .......................................................................................................... 26 Acceptance ....................................................................................................................... 26 NGF Consulting Qualifications FIRM INFORMATION National Golf Foundation Consulting, Inc. 1150 South U.S. Highway One, Suite 401 Jupiter, FL 33477 Tel: (561) 744-6006 Fax: (561) 744-9085 (Incorporated in State of Delaware) PRINCIPAL OFFICER Joseph F. Bedltz, PhD, is President of the National Golf Foundation and National Golf Foundation Consulting, Inc. All consulting work is conducted under the direction of Richard B. Singer, Director of Consulting Services at the National Golf Foundation. Other staff members will work as part of the study team in providing professional insight, gathering additional data, applying participation models, conducting financial analyses, and reviewing the written report. Resumes of key professional staff appear on the following pages. BACKGROUND AND QUALIFICATIONS National Golf Foundation Founded in 1936 as an industry service organization, the National Golf Foundation (NGF) is a non-profit organization dedicated to providing information and insights on the business of golf. The NGF has been assisting municipalities and private developers/owners with golf course planning, development, and operational needs as well as industry research for golf businesses for more than 60 years. All research and consulting projects are conducted out of our offices in Jupiter, Florida, by our staff of 25 professionals. The Foundation's work today is supported by a membership base of nearly 6,000 members representing every facet of the industry: private and public golf facilities; golf course architects; developers and builders; companies offering specialized services to the golf industry; national, regional, state, and local golf associations; teachers, coaches, and instructors; and individuals. The 35-member board of governors includes the chief executives of the PGA TOUR, PGA of America, Arnedcan Society of Golf Course Architects, Golf Course Builders Association of Amedca, National Club Association, Club Managers Association of America, National Golf Course Owners Association, and International Association of Golf Administrators. The National Golf Foundation has long been recognized as the U.S. golf industr,/s primary source for golf market re~arch. The National Golf Foundation's multifaceted research database has set an untouchable standard in the golf industry, with an entire department devoted to daily data collection through telephone interviews and surveys. NGF research data is frequently quoted by other consulting firms, and utilized by these firms to analyze the viability of golf markets. The National Golf Foundation's annual surveys are designed to ascertain golfing habits and trends of golfers, golf facilities and golf manufacturers nationwide. From this research, the NGF publishes upwards of 60 research documents that provide dependable informa§on on the National Goli~ Foundation Consulting, Inc. - Proposal #204075 - Corpus Chtistl, TX - 3 number, nature, and habits of golfers in each state, as well as golf facility operational issues, Golf travel issues, alternative golf facility operations, and an annual directory of golf. Our mo~,t important "flagship" research includes several publications that are widely quoted in national and international press and are used by numerous other golf-oriented consulting and information firms. The key "flagship" NGF publications include: · Golf Participation in the U.S. - 2004 · Golf Facilities in the U.S. - 2004 · Development and Operation Manual: How to Plan Build and Operate a Successful Golf Range - 2003 · Marketing Your Golf Course- 2003 · Women Welcome Here! A Guide to Growing Women's Golf- 2003 · The NGF Golf Business Almanac- 2003 · The Spending Report: Sizing the Golf Consumer Marketplace - 2003 · · U.S. Golf Travel Market- 2003 · Careem in Golf: An Insider's Guide to Careers in the Golf Industry- 2001 · A Strategic Perspective on the Future of Golf- 1999 NGF Consulting National Golf Foundation Consulting, Inc. (NGF Consulting) is a subsidiary of the National Golf Foundation that provides assistance to clients regarding the feasibility of potential development projects and the efficiency/profitability of existing golf facilities. This special[zed consulting group has been providing advisory services to golf facilities for more than 15 years and has become the recognized leader in new golf facility feasibility studies and existing facility operational reviews. NGF Consulting's industry contacts are extensive, through both NGF members and consulting assignments. Our clients are from all parts of the world, and as a result of this international posture, we have singularly examined more golf markets than any other golf-consulting firm in the wodd. In any consulting assignment, NGF Consulting brings together a teem of experts whose efforts are exclusively devoted to the business of golf course development and operations. Our goal is to fully understand the needs of our clients, to thoroughly examine the golf market (with staff members personally visiting the area), and to analyze that market's ability to support a successful golf course. The unique golf demand estimation practice developed by NGF Consulting in the late 1980s was the first to incorporate age and income modeling to create market specific golf participation and frequency estimates based on the demographic profile of any given subject population. In the late 1990s, this modeling technique was updated to include other key factors relating to golf participation such as availability of local golf supply, seasonality in selected markets, pdce point segmentation (premium, mid-fee, value) and other household specific variables. While our demand modeling capabilities are unmatched in the industry, it is our hands-on presence in the local market of our projects that truly allows NGF Consulting to make the most accurate projections of future golf activity and generate reality-based market and facility financial projections. NGF Consulting pddes itself on the level to which we involve local communities in our consulting engagements and refrain from producing statistical-based reports without hands- on local input. National Golf Foundation Cortsulting, Inc. - Proposal #204075 - Coq~us Chdsti, 'IX - 4 Since the National Golf Foundation is not involved in the design, construction, or operation of golf facilities, our staff will not hesitate to advise clients against proceeding with a golf project or to identify operational deficiencies that affect the performance of an existing facility. Since 1987, NGF Consulting has conducted more than 900 assignments throughout the United States, plus Europe, Asia, the Caribbean, and South America, covedng a broad spectrum of services. This experience is the cornerstone of NGF Consu~ng, from which all our clients benefit. PROPOSED PROJECT TEAM Richard B. Singer, Director of Consulting Services Richard B. Singer has been the Director of Consulting Services for the National Golf Foundation (NGF) since 1997, and now has a total of 15 years of golf facility consulting experience. Mr. Singer first joined the NGF consulting staff in 1989 as a project analyst after completing his Finance MBA at the University of Flodda. Mr. Singer has successfully managed the NGF's well- know~ golf consulting practice with an industry-respected track record of success and a reputation for delivering projects on time and on budget. Experience Mr. Singer's background includes hands-on experience in the following functional areas: -Golf Facility Feasibility Analysis-Financial Analysis -Golf Business Valuation -,Golf Operations Co~sulting -Business Plan Preparaton -Golf Market Analysis -Account Management -Budgeting/Planning - Staffing/HR -Real Estate Master Planning -Public Presentations - Proposal Walling -Expert Wilness -Due Diligence -Credit Evaluation National Golf Foundation Consulting Experience During his tenure with NGF Consulting, Mr. Singer has been responsible for preparing over 200 research studies for specific projects including: public and private sector feasibility studies for golf facility development and expansion; due diligence studies for goff facility acquisition and/or refinancing; public sector Request For Proposal preparation; pdvate club membership development plans; and public and pdvate sector golf facility operational reviews. In his 13 years as a goff consultant, Mr. Singer has visited and/or profiled more than 2,000 public and pdvate goff facility operations in the United States and internationally. Mr. Singer also has extensive experience as an expert witness in matters related to goff facility operation, and he has demonstrated considerable poise while under public attack in defense of highly controversial local projects. Golf Facility Development/Acquisition Consulting · In his 14 years with NGF Consulting, Richard Singer has become one of the most experienced goff facility development consultants available today. His extensive experience includes market and financial feasibility analysis, funding/implementation strategies, golf master plan development, and golf facility business plan preparation. In the 1999-2002 period, Mr. Singer has completed several consulting engagements involving the conversion of "sensitive" sites into goff facilities (i.e. landfills). Golf Facility Operations Consulting - Mr. Singer's golf facility operations consulting assignments have included goff course inspections, operational/accounting audits, clubhouse National Golf Foundation Consul'dng, Inc. - Proposal ~r204075 - Coq~us ChdslJ, TX - 5 design/needs assessments, RFP preparation assistance, golf marketing strategies, green fee/member pdcing, and business plan preparation. Mr. Singer has also provided litigation assistance to goff facilities in the form of expert testimony including some 'hit by golf ball' litigation and concessionaire agreements. Alternative Golf Facility Consulting - Mr. Singer's consulting services for altemative golf facilities have included both new development and operalJonal reviews for driving ranges, putting courses, miniature golf courses, golf learning centers, executive/par-3 courses, and vadous combinations with other facilities. He co-authored the NGF publication How to Plan, Build and Operate a Successful Golf Range. Regional Market and Economic Impact Analyses - During his tenure with NGF Consulting Mr. Singer has completed several stateWde or regional golf market and economic impact studies. These studies typically involve preparing estimates of golf supply and demand in large geographies, as w~ll as estimating the hard dollar impact of golf facilities on a local economy. Key Accounts Managed (1999-2004) Representative public sector clients in 1999-2004 include: City of Wasco, California (Adjacent land use analysis); City of Reno, NV (new development); City of West Palm Beach, Flodda (golf facility business improvement plan); City of San Antonio, Texas (six-facility golf operations review); Town of Groton, Connecticut (golf facility business improvement plan); City of Warwick, RI (acquisition); City of Greeley, Colorado (bNo-course golf facility business improvement plan); the City of Monroe, NC (Operations review). These public sector projects include extensive participation in public meetings and a full defense of all project work. Representative private sector golf development clients In 1999-2004 include: U.S. Home Corporation; Trump International; Greg Norman Golf Course Design Company; Del Webb Corporation; Senior Tour Players, Inc.; First Boston Mortgage Company; PaineWebber, Incorporated; Howard Hughes Corporation; Strategic Hotel Capital; National Fairways, Inc.; Meridian Venture Partners; General Motors Corp.; Watermark Communities Inc.; GATX Capital Golf Group; Developer Resource Group; Whitley Development Group, Inc.; Palmer Investments; Marriott Golf Management; Transit America, Inc.; Coral Creek Partners; Smokerise Golf & Country Club; Viera East Golf Club; Loudoun Golf & Country Club; Orix USA; Rotunda Golf, Florida; Thometree Country Club; US Naval Academy Golf Club; and Mahogany Run GC (St. Thomas, USVI). Representative altsmaflve facility clients In 1999-2004 include: Greens of Las Vegas, Inc.; Golden Bear International; Palm Beach County, Florida; County of Ft. Lauderdale, FL; Development Consulting Co. (three ranges in CA & FL); Brevard Goif Ddving Range (Melbourne, FL); and Collier Golf Enterprises (Orlando, FL). Representative regional market and economic Impact clients In 1998-2004 include: Bonita Bay Properties; Go/f 20/20- Raleigh-Durham MSA Study; Reliance National Insurance Company; GATX Capital Golf Group; C. Cabot Incorporated; Gunsfar, Yoakley, Valdes-Fauli & Stewart, P.A.; Public Finance Consultants Inc.; and Morgan Stanley - Dean Witter. International Experience Mr. Singer's professional resume includes golf facility consulting on proj ~ects located in the coun~'ies of Sweden, Korea, Egypt, Anguilla (BWI), St. Marten, Brazil, Bahamas, and Chile. National GoJf Foundation Consulting, Inc - Proposal #204075 - Corpus Chds~, TX - 6 Background/Education Mr. Singer is a long-time resident of Palm Beach County, Florida and grew up around the North Palm Beach Country Club. He earned his Bachelor's degree in marketing and Insurance from the University of Florida in 1985, and worked as a financial consultant for Northwestern Mutual Life and Baird Securities before earning an MBA in Finance from the University of Florida in 1989. Edward Getherall, Senior Project Director - NGF Consulting Ed Getherall joined the NGF Consulting slaff as Project Analyst in 2000 after several years of sub-contracting consulting services to the NGF. Mr. Getherall, who was promoted to Senior Project Director in 2001, has been instrumental in coordinating NGF Consulting's golf facility databases since 1997, with a particular focus on key golf course revenue center activity and fee research. Since joining NGF Consulting, Mr. Getherall has become a respected industry authority on issues pertaining to clubhouse operations, including the issue facing every facility at one time or another- whether to renovate or replace an aging or obsolete clubhouse. NGF Consulting Projects Experience Mr. Getherall's extensive business and marketing background has enhanced NGF Consulting's ability to provide marketing expertise to the facility segment of the golf industry. Since joining NGF Consulting, Mr. Getherall has been responsible for processing golf facility data for use in all of our market, financial, and operational consulting projects. Additionally, in the two years since joining NGF's Consulting division, Ed has been the lead project director for more than thirty consulting assignments, covering a broad range of services, including public and private golf course feasibility studies, operational audits, golf-related real estate absorption analyses, and clubhouse renovation/replacement studies. Mr. Getheralrs recent clients include: Village of Wellington, FL; City of Miramar, FL; First National Bank of Montgomery, AL; The Trump Orgamzation; Textron Financial Corporation; Hofrman Properties, Ltd.; Oaktree Capital Management; Town of Wallingford, CT; City of Concord, NC; City of Solonl OH; Fortune Bay Resort & Casino; General Motors Corporation; Front Royal Country Club; H.C.D.A.; Bonita Bay Properties; Rose Hill Associates; Conley- Manning LLC; Scituate Highlands, LLC; Watermark Communities, Inc.; Coral Ridge C.C.; Amedcan Golfers, Inc.; the Vauderine Group; Shodeen Management; Arthur Anderson, LLP; Prestwick Plantation, LLC; City of West Palm Beach, Florida; City of Henderson, Nevada; City of Glendale, Arizona; The World Golf Foundation; Palm Beach County, Florida; Callaway & Price; Loving & Campos Architects; City of Concord, CA; City of Gilbert, AZ; City of Reno, NV; City of Lake Havasu, AZ; City of Tempe, AZ; Town of Kershaw, SC; City of San Antonio, TX; the Mohegan Sun Tdbe; Poxabogue Golf Course; Lely Development Corporation; Partyka Resource Management; Tdangle Equities; Town of Farmington, CT; River Bluff Resort, LLC; the City of Naples, FL; Palmer Investments, Inc.; Golf Trust, Inc.; Dominion Realty Advisors, Beazer East, Inc.; Kealakehe Ahupua'a 2020; Jonathan's Landing POA; and, Pocoy Consulting. Background/Education Prior to joining the NGF, Mr. Getherall held several positions in the business community including extensive marketing work for such organizations as South Florida Blood Banks, Inc., the Florida Lottery and the Amedcan Cancer Society. His areas of expertise cover a broad spectrum of marketing activity, including research, product management, special event planning and consulting. National Golf Foundation Consulting, Inc. - Proposal #204075 - Corpus Chdsti, TX - 7 Mr. Getherall earned his M.B.A. from the University of Flodda in 1989, with a concentration in finance. Ed also achieved his undergraduate degree at Florida, with a B.S. in Business Administralion (Marketing) in 1986. With a diversified educational and professional background in both marketing and finance, Mr. Getherall has the experience and knowledge to assist in all aspects of golf facility management, marketing, operations and development. Ashley Best, Facility Services/CLASP Manager - NGF Consulting Ashley Best joined the National Golf Foundation Membership Services department as an Account Manager in March 2003, where she managed more than 500 accounts including facilities and golf management companies. In July 2003, Ms. Best was promoted to her current position with NGF Consulting. Her primary area of focus is on golf consumer research at facilities nationwide to grow rounds and revenues. She is also involved in various business development initiatives such as the newly-created Marketing and Media Services division of the NGF. Ms. Best is also an instructor at the National Institute of Golf Management. NGF Consulting Projects Experience Ms. Best's extensive sales and marketing background has enhanced NGF Consulting's ability to provide marketing expertise to the facility segment of the golf industry. Since joining NGF Consulting, Ms. Best oversees the more than 425 facilities that are CLASP clients. She is responsible for ensuring the success of their customer feedback programs to assist clients in setting benchmarks, improving operations and creating marketing plans. Ms. Best's current clients include: Arnold Palmer Golf; Western Golf Properties; Honours Golf; Premier Golf Management; the U.S. Madnes; Timber Ridge Golf Club; Sterling Hills Golf Club; American Golf Corporation; Meadowbrook Golf Management; KemperSports; Evergreen Alliance Golf; the U.S. Army; Marriott Golf; Hamilton County Park District; Salt Lake City Golf Division; Prince William County Park Authority; and Incline Village Parks and Recreation. Background/Education Prior to joining the NGF, Ms. Best worked for several organizations in sales and marketing, including worldwide research company, FIND/SVP Inc. in New York City. Ms. Best is very active in the community, chairing fundraising committees for the Junior League of the Palm Beaches. Her areas of expertise cover a broad spectrum of marketing activity, special event planning, merchandising and public relations. Ms. Best earned her Bachelor's of Science degree from the University of Flodda in 1990 in Public Relations. Prior to that, she studied vocal music at the University of Colorado in Boulder for two years. Richard L. Norton, Senior Associated Consultant Richard L. Norton, President of Norton Consulting, Inc. and Senior Associated Consultant with the National Golf Foundation, is an expert at conducting real estate and leisure land use analyses. Highlights from his 21 years of consulting and industry experience are summarized below. National Golf Foundation Consulting, Inc. - Proposal #204075 - Co~us ChdstJ, TX - 8 Consulting Experience Mr. Norton has 21 years of experience in providing development and operational consulting to a variety of clients in both the public and private sectors. Mr. Norton directed the National Golf Foundation's (NGF) consulting practice in the 1990s. Prior to joining the NGF in 1990, Mr. Norton was a manager and partner in the international consulting firm of Economics Research Associates, specializing in real estate and commercial recreation development and operations consulting. Economic Impact of Golf Mr. Norton has conducted studies of the economic impact of the golf industry on local, regional, and national economies. In additional to a national study produced for the NGF, Mr. Norton has conducted economic impact studies for the State of Pennsylvania, Massachusetts Golf Association, Southern California Golf Association, the Arizona Golf Association and the Arizona Department of Commerce, and the Minnesota Golf Association. Real Estate and Land Use Analysis Mr. Norton's real estate and land use analysis experience includes a broad range of residential, office, industrial, and retail consulting. He has conducted market and financial analyses for several large-scale master planned developments, nearly all of which included golf as a major component. He has completed in-depth studies in nearly all states of the United States and several foreign countries concerning the strategic development of large tracts of land. Mr. Norton made specific recommendations concerning product types, market targets, pricing, amenities, and absorption period. Several of the studies have served to provide support for preparation of Environmental Impact and Development of Regional impact reports. Mr. Norton has been actively involved in evaluating the potential of primary and second home oriented golf communities. Mr. Norton has been involved in assessing market potential covering the spectrum of retail development including regional malls, community retail development, neighborhood centers, and specialty retail/restaurant developments. Past consulting assignments have been conducted at several locations in Flodda, Georgia, North and South Carolina, Texas, Utah, Nevada, California, Spain, Argentina, Venezuela, Costa Rica and several Caribbean islands. Resort Development Consulting Mr. Norton has been involved in evaluating the development potential of several major resort and second home projects located in Mexico, Chile, Spain, Costa Rica, France, Argentina, Venezuela, throughout the Caribbean, Arizona, Florida, Utah, California, South Carolina, Texas, Colorado, and Montana. These were large-scale projects requiring comprehensive market and financial analyses. For each project, applicable recommendations were made concerning hotel, condominium, home-site, town center development, and recreation components such as golf, tennis, skiing, and marinas. Hotel and Conference Center Feasibility Studies Mr. Norton has been involved in evaluating the development potential of specific hotel and executive conference center locations and concepts for many developers and operators that have included such properties as Four Seasons, Rosewood Hotels and Resorts, Foresthills Hotels and Resorts, Holiday Inns International, Sheraton Corporation (now Starwood Hotels and National Golf Foundation Consulting, Inc. - Proposal #204075 - Conpus Chdst~, TX- 9 Resorts), and the Mardott Corporation. Representative site locations have included Florida, Ari:,ona, California, South Carolina, Utah, Spain, Argentina, Mexico, Costa Rica and several islands in the Caribbean. Mr. Norton has typically provided occupancy and financial projections and space programming upon which to base investment decisions. Commercial Recreation Consulting Mr. Norton's extensive commercial recreation consulting experience includes market and financial feasibil~ studies of family recreation centers, aquatic parks, and theme parks. Mr. Norton typically evaluated the proposed attraction's concept and made attendance and cash flow projections. Tourism Development Analysis Mr. Norton has extensive experience in developing tourism strategy and deveiopment plans. For a native Eskimo corporation of northwest Alaska, Mr. Norton provided many workable recommendations to increase tourism, visitation, expenditures, and toudsm related employment opportunities for local people. For the Tourism Company of Puerto Rico, Mr. Norton participated in a comprehensive market analysis that resulted in development recommendations to accommodate specific tourism market segments. For various clients in Hawaii, Mr. Norton's analysis of visitor trends provided strategic altematives for developing commercial, entertainment, and special[zed recreation developments on the islands of Oahu, Maul, Hawaii, and Kauai. Golf Industry Experience Mr. Norton's golf industry experience includes development consulting (feasibility studies), golf consumer research studies, operating studies of golf facilities and golf related publications development. Mr. Norton has an active working relationship with the Golf Course Superintenden{s Association of America, the USGA Green Section, the National Golf Course Owners Association, the PGA of Amedca, the Club Managers Association of America, the National Club Association and various state/regional golf associations. Golf Course Develol~nent Feasibility and Operations Studies Mr. Norton's golf course and golf club consulting assignments have included strategic positioning analysis, market~nancial feasibility studies, funding/implementation strategies, membership development plans, and operational audits. Mr. Norton has conducted golf range and leaming center consulting for variety of public and private sector clients. Golf Industry Research and Publications Development Under Mr. Norton's direction, the NGF has produced many research reports and publications including: A Strategic Perspective on the Futura of Golf (produced in association with McKinsey & Company); Golf Participation in the US; The Power of the Junior Golf Market; Golf Facilities in the US; Golf Travel in the US; How to Finance a Golf Course; The Economic Impact of Golf on the Local, Regional, and National Economies; Operations and Financial Performance Profiles Reports for 18 hole Regulation Golf Facilities - Daily Fee, Municipal, and Private editions for both 1B-hole and 9-hole regulation length golf courses; several golf consumer publications, selected titles include: Golf Consumer Spending, Golf Consumer Potential, and Golfer Segmentation and Positioning Strategies for the 90's. Nabonal Golf Foundation Consulting, Inc - Proposal #204075 - Conpus ChdstJ, 'IX - 10 International Experience Mr. Norton's professional resume includes extensive consulting experience in foreign countries including Spain, France, England, Argentina, Brazil, Chile, Venezuela, Costa Rica, Dutch Antilles, Jamaica, St. Marten, Bahamas, and Mexico. Mr. Norton speaks Spanish fluently and is particularly well suited for project work in Latin Amedca. Education and Work History Norton Consulting, Inc. National Golf Foundation (NGF) National Golf Foundation (NGF) Economics Research Associates Economics Research Associates Brigham Young University Economics Research Associates Brigham Young University President; 1999 to present Associated Consultant; 1999 to present VP & General Manager; Jupiter, FL; 1990- 1999 VP & Manager; Ft. Lauderdale, FL; 1982-1990 Associate; San Francisco, CA; 1980 - 1982 MBA; 1980 Internship; 1978 and 1979; SanFrancisco, CA BA Economics; Magna Cum Laude, 1978 Professional and Public Service · Member, Urban Land Institute; Recreation Development Council · Allied Associations of Golf- Environment Committee · Member, Tourism & Travel Research Association Forrest Richardson & Assoc. / Golf Course Architects Introduction to the Firm Forrest Richardson & Assoc. was established in 1988. The firm was created to formalize the worldng relationship of golf course architects Forrest Richardson and Arthur Jack Snyder who worked in collaboration prior to the formation of the practice. In eady 2000, CBS Golf Commentator and Iongtime international tour player, Peter Oosterhuis, formed an alliance with the architects to consult on design projects and assist in the marketing of finished facilities. The firm provides golf course architectural services, including feasibility studies, land planning for golf course projects, complete golf course design services, remodeling studies and observation of construction during goff course building. The principals have extensive experience with golf courses throughout the Southwest and in add climates. Their designs are focused toward creating enjoyable courses with sound water conservation and efficient operational budgets. Both architects have been involved with numerous projects on native desert sites; and have designed courses and observed construction for government agencies. By design, the finn is not large. Forrest Richardson & Assoc. has focused its work on projects in the Southw~st, Mexico and Hawaii and does not aspire to become a firm too big or too preoccupied with quantity. During his more than forty years designing golf courses, Jack Snyder has built a reputation for a "hands-on" approach and one in which particular experts are brought in to address specific issues. National Golf Foundation Consulting, Inc. - Proposal #204075 - Corpus Chds[i, 'IX - 11 This approach is even more important in recent years as the complexities involved in planning, permitting and addressing issues involving golf course feasibility and building have increased In many instances the necessary expertise is not possible to acquire at any one particular finn -- nor would it be advisable. In much the same way that medical experts collaborate, the firm now builds tailored teams that work together to answer questions and assist in solving issues on a customized basis. Forrest Richardson, ASGCA, Golf Course Architect Forrest Richardson studied golf course architecture as part of an independent study program of the ALSG at the University of Dundee in Dundee, Scotland. It was across the United Kingdom that he gained an appreciation for the traditions and uniqueness of the game of golf. He established Forrest Richardson & Assoc. in 1988 and is the firm's current president. Mr. Richardson has worked in association with golf course architect Arthur Jack Snyder since the mid 1980s. Together, they have completed new design and remodeling projects throughout the United States in California, Nevada, Adzona, New Mexico, Texas, and Hawaii. Internationally, they have worked in Mexico and Asiatic Russia, on the north shore of the Sea of Japan. Prior to forming his own firm, Mr. Richardson edited and published The Goff Course Designer, the only international journal devoted exclusively to the profession of golf course architecture. The journal was published under Mr. Richardson's direction from 1974 through 1979. The consultancy provides golf course architectural services, including land planning for golf course projects, complete golf course design services, remodeling studies and construction observation dudng goff course building. The principals firmly believe in the value of detailed plans as part of the process building new golf courses. While it is possible to merely direct the work of construction personnel without the benefit of formal plans, the firm has developed a practice where detailed grading plans are combined with on-site inspedion and interpretation to produce the best possible results for their clients. They attract qualified golf course shapers and graders who understand how to translate plans to the physical environment, yielding golf courses projects that are built to specifications -- as well as expectations. Mr. Richardson has extensive knowledge of working in arid climates, designing for water conservation, and limited turf facilities. Among his many innovative concopts have been designs for a short "Children's Course" to accompany an 18-hole regulation public golf course; integration of unique features; and the design of a "regulation" par-2 hole. Among his writings, Mr. Richardson has written "On Course", a compendium of terms used to descdbe golf courses. In 2000, John Wiley 8, Sons Publishing negotiated a contract for Mr. Richardson to author a book about golf course routing. The publishing date is expected to he in 2001. Professional Memberships: American Society of Golf Course Architects / ASGCA National Golf Foundation (NGF) National Golf Foundation Consulfir~g, Inc. - Proposal #204075 - Co~us Chdsfi, TX - 12 Fletcher & Rowley Consulting - Advertising, Media Placement, Comrnunlcatlons Nashville-based advertising and marketing firm Fletcher & Rowley Consulting Inc. has formed a partnership with the National Golf Foundation to form NGF Marketing and Media Services. NGF Marketing and Media services develops marketing and advertising campaigns for multi-course operators, resorts, and individual golf courses. Fletcher & Row~ey specializes in: · Conceptualization, writing, directing and producing television and radio commercials · Conceptualization, writing, directing and producing television programs, long form fundraising films and biographical films · Targeted media placement · Theme and message development · Categorical media budgets and paid media plans · Media relations · Crisis management Recent Sports Marketing Clients The Governors Club, Brentwood, Tennessee - TV and Direct Mail Marketing Bear Trace, 5 courses in Tennessee - TV and Direct Mail Marketing William B. Fletcher, Jr., CEO Photographer, musician, writer, reporter, editor, producer, director ... Bill Fletcher has spent his life in the pursuit of creative excellence. He started writing for newspapers at the age of 14 and was a top reporter covering Tennessee politics for a major daily newspaper at 22. Since 191~, "Fletch" has produced compelling commercials and cutting edge strategies for political campaigns across America. Fletcher has contributed articles to Campaigns & Elections and Campaign magazines and is a featured speaker at Campaigns & Elections Magazine Campaign Training Seminars. John Rowley, President John Rowtey's first work was in television production, radio production as a public affairs director, and as a news reporter. In 2000, Campaigns and Elections magazine named Rowtey a "Rising Star in Politics." He has served as a media consultant on more than 150 Democratic campaigns. In addition to his writing, directing, and producing responsibilities for the firm's corporate and political clients, Rowley handles media reletions, crisis communication, and speech writing National Golf Foundation Consulting, Inc. - Proposal #204075 - Corpus Christi, 'IX- 13 Partial list of clients: Sallie Mae/USA Group ( Las Vegas ) U.S. Department of Defense HCA (Corporate HR subcontractor, Nashville ) Revelation America/Western Union/MasterCard/Debit Card ( Memphis ) Trammel Crow Company ( Nashville ) Tennessee Association of Mental Healt~ Centers Henr~ Ford V~llage ( Detroit ) Chadestown Retirement V~llage ( Baltimore ) Hobe Sound Development ( Boca Raton, FL ) Cumberland University ( Lebanon, TN ) Tennessee State Employees Association Tennessee County Services Association Wisconsin Education Association Council Eric Hamilton Band (Curb Records, Nashville ) Benefit Funding Exchange ( Atlanta ) Oaktree Capital Management ( Los Angeles and New York ) Bellevue Center Mall ( Nashville ) North Carolina Centar for Voter Education Mt. Olive Pickle Company ( Mt. Olive, NC ) Alton Steel, Incorporated ( Alton, IL ) National Guard Association of Tennessee Public Sal'ety and Justice Campaign ( U.S., Canada and United Kingdom ) National Got[ Foundalion Consulting, Inc - Proposal #204075 - Corpus Chitsti, 'r'x - 14 References Following are summaries of similar operational studies conducted by NGF Consulting in recent years. MUNICIPAL GOLF OPERATIONS San Antonio, TX Municipal Operational Review & Recommendations The City of San Antonio retained NGF Consulting to conduct a detailed review of the management and operation of its seven municipal golf courses. This evaluation involved several weeks of fadllb/ observations, interviews wi~h staff, golfer surveys, and opinion surveys fi.om the San Antonio public at large. The NGF Co~sultJng team observed a good municipal golf system in place in Sal~ Antonio with a variety of golf offedngs that are generally well perceived in the local community. The City's golf courses are an integral part of the perks and recreation program, and the golf program is one of the few City- provided recreational amenities that has t~'adltionally eamed enough revenue to sustain its ow~ operations. In recent years, there has been a clear reduction in the level of revenue earned by the City's seven facilities. In preparing this report for the City of San Antonio, NGF Consulting made specific recommendations that, if implemented, would help bring the City's golf operation back to a level of profitability. This objective would be accomplished while staying true to the operation's mission of providing affordable golf to San Antonio residents, many of whom cannot afford to join pdvata country clubs or regularly play private-fee courses. The NGF ConsuitJng report included recommendations i:or improving the overall City of San Antonio municipal golf operation. However, NGF's recommendations w~re fooJsed m~e on the Cr[y's five "in- tow~" golf facilities (Riversh:le, San Pedro, Olmos Basin, Brackenddge Park and Willow Springs). It was recommended that the City strongly consider tuming over operations of the two outlying courses (Cedar Creek and Mission Del Lago) to a pdvate management company in exchange for lease o*' professional fees to the City. Client: George Logan Director of Golf Operations City of San Antonio 2315 Avenue B San Antonio, TX 78215 (210) 288-6091 12'3027 National Golf Foundation Consulting, Inc. - Proposal #204075 - Corp~Js Chdstl, TX - 15 SHENNECOSSETT GOLF CLUB Groton, CT Municipal Operational Review In February 2004, the Town of Groton retained NGF Consulting to assist in evaluating the operations and management of the Town's golf course for the purpose of maximizing the economic potential of this gcflf facility. Shennecossett is a historic golf facility that is very important in the overall defining character of the Tow~ of Groton, and the facility has been experiencing a decline in its economic performance. The Town is concerned that a continued shortfall in revenue may lead to significant changes in the way Shennecosself is operated and/or limit the accessibility to the facility the public now enjoys. The results of this operations and management review will be used to assist Town officials in determining the appropriate course for the future of this operation. NGF Consulting found that Town of Groton's municipal golf operation is fulfilling its mission to provide affordable goff to the ~izens of southeast Connecticut. The goff operation generates revenues that have b'adi'donally been suff~ent to cover all costs associated wffh the goff operaUon, but in recent years the revenues have fallen for a number of reasons, some of which cannot be controlled by the Town and some that can be. The NGF ConsultJng recommendations contained in the report generally involve expanding on what the Tovaq is presently doing dght, but also focusing on activities that can stimulate greater activity at the facility and improving its overall condition. Recommendations included changes to management, maintenance, and policies, with very little change in playing fees. We also recommended that the Town of Groton use the generally beginner-friendly facilities at Shennecossett to become active in growing golf activity in the southeast Connecticut community In July 2004, the Town of Groton has begun a program to implement NGF Consulting recommendations. Client: John Silsby Director of Parks and Recreation Town of Groton 45 Fort Hill Road Groton, CT 06340 (860) 536-5680 1240O2 Nabonal Golf Foundation ConsulUng, Inc. - Proposal #204075 - Coq~us ChdsU, TX - 16 WEST PALM BEACH MUNICIPAL GOLF COURSE West Palm Beach, FL Municipal Operations and Market Review The City of West Palm Beach retained NGF Consulting to conduct a review of the operation and management of its municipal golf course. In recent years, there has been a detenoratJon of the condition of the West Palm Beach Municipal Golf Course (WPBMGC) and a reduction of more than 1,000 active members to only 375 members (end of 2003). The study efforl involved visits to the golf facility, staff interviews, goffer surveys, and collection of opinions from the general West Palm Beach public at large. Aa a result of this research, the NGF team of consultants found several ordinance-driven problems with the operation NGF Consulting's recon~mendations included restructuring management, upgrading/restoring the facility to its original configuration and condition, and revising operational and fee structures, Client: Dorritt M. Miller, CPA, CIA, CGFM Assistant City Adminisb'ator City of West Palm Beach 200 2r~ Street West Palm Beach, FL 33402 (561) 659-8024 x8361 123021 CITY OF MONROE, NC Monroe, NC Municipal Facility Maintenance & Operations Analysis NatJonal Golf Foundation Consulting, Inc. was retained by the Cily of Monroe, NC in August of 2001 to review ~ oparatJonal slTucture of the Monroe Country Club in order to deten'nine if the City was maximizing the petenl~al use and revenue of this facility. Key areas review~d by NGF Consulting included the local golf market, the business operation, and course maintenance issues. NGF Consulting examined the Monroe/south Charlotte resident golf market, the area's economic climate, and the activity levels, revenues, expenses, and annual debt service for the subject Monroe Counb"y Club golt facility. A complete physical inspection of the golf course w'as also conducted to determlna what, if any, deficiencies ware present. NGF Consulting recommended changes to the golf facility, including a rest]'uctudng of some play~r- unffiendly hazards, a change in mowing patterns, and an allowance for the grass on the greens to grow longer. NGF ConsullJng also recommended a change in operational attitude to be more aggressive in marketing and promotion, particuledy with local tournaments. Client: Mr. Mike Courtney Director of Parks 8, Rec. City of Monroe PO Box 89 Monroe, NC 28111 (704) 282-4659 121027 NaBonal Golf Foundation Consulting, Inc. - Proposal #204075 - Coq3us Chdsfi, TX - 17 PRINCE WILLIAM COUN'r'Y PARK AUTHORITY GOLF COURSES Manassas, VA Municipal Operational Review In 2003, NGF Consulting was retained to evaluate the operational pedormance and market environment of the three Pdnce William County Park Authority golf courses located in Prince William County, Virginia. The purpose of this evaluation was to examine the current golf operation and make informed recommendations as to how the future operation can better fulfill the Park Authodty's objectives. In its examination of the facilities, NGF Consulting found numerous areas where profitability can be improved, both through a reduction of expenses and through an improvement in performance. Recommended changes were grouped in three areas: management structure, course improvements, and marketing. NGF Consulting proposed that the Park Authority take some corrective actions in order to achieve profitability with its golf operabon. These actions will entail both capital investment (around $2,000,000), an increase in operational budgets, and changes in operations. Most important among the changes are a streamlining of management and a reposilJoning of two of the golf courses. Client: Rick Washco Product Development Manager Prince Wllllam County Park Authority 14420 Bdstow Road Manassas, VA 20112 (703) 792-4286 123o17 CITY OF CONCORD Concord, NC Municipal Operational Audit National Golf Foundation Consulting, Inc. was retained by the City of Concord, NC in January of 2001 to review the current operational structure of the Rocky River Golf Club in order to determine if the City is maximizing the potential use and revenue of this facility. Among the key areas reviewed by NGF Consulting were the business operation, the overall pricing structure, and the maintenance condition of the course. NGF Consulting analyzed the City of Cono~rd resident golf market, the area's demographic and economic prolile, and the activity levels, revenues, expenses, and annual debt service for the subject Rocky River golf facility. A complete physical inspection of the golf course was also conducted to determine if any deficiencies existed. After careful evaluation of the golf facility and market, NGF Consulting determined that the difficulty of the golf course was cutting down drastically on repeat play, and that it should be made more p/ay-able for the typical municipal golfer, while retaining challenging features for Iow handicap golfers. NGF Consulting also recommended that a vadety of program elements be implemented to help stimulate greater demand for golf. Client: Joyce AIIman Finance Director City of Concord 26 Union Sb'eet Concord, NC 28025 (704) 920-5220 121011 National Golf Foundation ConsultJng, Inc. - Proposal #204075 - Corpus Chds~, TX - 18 BAYOU OAKS GOLF COURSES New Orleans, LA Municipal Operations Review In 2002, the New Odeans City Park Improvement Association (CPIA) retained NGF Consulting to review its golf operation and make recommendations for its future management. The scope of services involved: conducting an overview and evaluation of the four City Park golf course facilities end operetions, identifying any need for course improvements and/or upgrades, assisting U~e CPIA with the development of a Request for Proposals for future management and operatJon, conducting a customer satisfaction survey of a representative sampling of golf course users, reviewing the existing contract, and recommending a new contract package that will pest meet CPIA's objectives. After reviewing responses lo the RFP, the CPIA extended its agreement with its cun'ent management company to include full operational control of Bayou Oaks. Client: Robert W. Becker Chief Executive Officer New Orleans City Park Improvement Association 1 Palm Dltve New Odeans, LA 70124--4608 (504) 483-~412 122oo3 Nal~onal Golf Foundat~:m Consulting, Inc - Proposal #204075 - Corpus ChdstJ, TX - 19 Scope of Services To address the issues set forth in the City of Corpus Christi's RFP, NGF Consulting proposes to complete the scope of services listed below, and detailed on the following pages. Upon receiving your authorization to proceed, NGF Consulting will arrange for the consultant(s) to attend any necessary meetings and conduct the field investigation within 7 to 10 days. Dudng this time, we will meet with representatives and officials from the City of Corpus ChdstJ, the Park & Recreation Department, and both the Oso Beach Municipal Golf Course and the Gabe Lozano Senior Golf Center to review the scope of work set forth in this proposal. This process will be repeated as needed throughout the project in order to discuss any necessary refinements, additions, or deletions to the scope of work. · Task One: · Task Two: · Task Three: · Task Four: · Task Five: Provide Current Overview of Golf Industry Develop Five-Year Business Plan for Operations and Management Develop Five-Year Maintenance Plan for Each Golf Course Develop Seven-to-Ten Year Operations Pro Forma for Each Golf Course Six-Month Revision Period for Management and Operations Study TASK ONE: PROVIDE CURRENT OVERVIEW OF GOLF INDUSTRY The National Golf Foundation has long been recognized as the U.S. golf industry's primary source for golf market research. The National Golf Foundation's multifaceted research database has set an untouchable standard in the golf industry, with an entire department devoted to daily data collection through telephone interviews and surveys. NGF research data is frequently quoted by other consulting firms, and utilized by these fin'ns to analyze the viability of golf markets. The National Golf Foundation's annual surveys are designed to ascertain golfing habits and trends of golfers, golf facilities and golf manufacturers nationwide. From this research, the NGF publishes upwards of 60 research documents that provide dependable information on the number, nature, and habits of golfers in each state, as well as golf facility oparatlonal, management, and maintenance issues. As the unquestioned leader in cullecting national trend data for the business of golf, the National Golf Foundation is uniquely qualified to par[orm this phase of the study process. NGF's publication, Operating & Financial Performance P~ofiles of 18-hole Golf Facilities in the U.S, will be particularly helpful in completing this task for the City. TASK TWO: DEVELOP FIVE-YEAR BUSINESS PLAN In order for NGF Consulting to prepare a five-year business plan for continued operations and management of the two Corpus Chdsti municipal goff courses, we will first have to review the present operating and management structure, examine the physical plant, and analyze the golf market in which the courses operate to gain insight into how the operation has evolved to its National Goli: Foundation Consulting, Inc - Proposal #204075 - Corpus ChdstJ, TX- 20 present status. The consultant(s) will meet with officials and key staff members at the subject facilities to gain insight into the operation and provide those who are being interviewed with an opportunity to express their concems and expectations. During the site visit, we will collect from management all relevant data and documents that pertain to the golf operations. This matedal will include financial records, budgets, actJvity reports, and policies and procedures. This phase of the study will include three components: Review of Operations/Management · Management and oversight · Leases in place · _Golf operations policies · Employee manuals/personnel policies · Organizational charts/chain of command · Financial statements · Budgets · Service contracts · Staffing levelA~ · Customer service · ToumamentJouting policy · Marketing/advertising programs · Player development programs · Tee time reservation system procedures · Green fees/membership fees · Records and reports · Goff cart usage/needs Review of Physical Plant NGF Consulting will complete a basic facility inspection of the Corpus Christi golf courses for the purpose of establishing their present condition, and we will evaluate the physical condition of each golf course in terms of playability and comparison to the pdmary competition for each facility. This inspection will include a review of: · Golf layout and playability · Standards of quality · Greens and tees · Fai~vays and roughs · Bunkers · Ponds · Cart paths · Driving range + practice green · Agronomic condition National Golf Foundation Consulting, Inc. - Proposal #204075 - Corpus Chdsti, TX - 21 · Structures and equipment · Food and beverage operation · Pro shop · Banquet/meeting rooms CompeUtlve Market Analysis In an effort to gain a strong understanding of the overall market for golf and golf facility services, NGF Consulting will develop a market analysis. Key market factors to be examined include: the supply and demand dynamic of the competitive golf market including identification of the subject facility's primary competitors; identification and discussion of planned new goff facilities; present market pricing structures and use levels; tourist/visitor market, and community golf facility needs. NGF Consulting team in Jupiter, Flodda, will analyze all date collected during the field visit, as well as the demographic profile of the Corpus Christi area and local and regional economic variables that are likely to affect the demand for golf in the area. In this phase, we will consider the population size and growth rate, median household income levels, age distribution of the residents, and economic factors that are influential in determining the number of both permanent and seasonal golfers within the area. NGF Consulting will review existing and planned golf facilities in the market area that likely have market impact on the City golf courses. Key factors to be examined for competitive facilities include their locations, course types, annual rounds played, fee levels, number of annual members, operating hours, support services, and market placement. This allows us to ascertain the quality and quantity of the public golf course supply. NGF Consulting will determine the status (under-supplied, oversupplied, or at equilibrium) of the area market as it pertains to public golf, across different price point segments. The results of NGF Consulting's review of operations and management, examination of physical plant, and market analysis will allow us to identify any opportunities for the City golf courses to increase market share and/or re-position themselves in this public golf marketplace, as well as identify any deficiencies at either or both of the subject courses that may he preventing them from optimizing prot-lts. After this analysis, we will also be able to identify the optimal price/value relationship that offers the greatest chance for success in this market. W~hin the context of our analysis of the subject facilities and the market in which it operates, NGF Consulting will perform a detailed analysis of The City's golf courses' strengths, weaknesses, opportunities, and threats. We will discuss strategies to leverage the facility's strengths, and recommend practical and realistic courses of action to correct its weaknesses, take advantage of potential opportunities, and take proactive steps to mitigate threats. All of these inputs will go into developing a five-year business plan for the City courses that will provide Corpus Chdsti with a strategic framework for maximizing profits while preserving the golf course assets for its citizens. National Golf FoundaUon Consulting, Inc. - Proposal tK204075 - Coq~us Chdsfl, TX - 22 TASK THREE: DEVELOP FIVE-YEAR MAINTENANCE PLAN FOR EACH COURSE The review of the physical plant conducted in Task Two above will be utilized to prepare a five- year maintenance plan for both City of Corpus Christi municipal golf courses. We expect to work closely with Forest Richardson and Associates in preparing this maintenance plan that will include both standards for day-to-day maintenance and specific instructions on infrequent processes like aeration, over-seeding and capital improvement requirements, TASK FOUR: DEVELOP SEVEN-TO-TEN YEAR OPERATIONS PRO FORMA NGF Consulting will provide estimates of the financial impact of enacting NGF Consulting recommendations. NGF Consulting will project the activity levels at the facilities from all sources, expected revenue from all sources, and all costs associated with implementing NGF Consulting recommendations, for both of the City golf courses. We will also provide conceptual estimates of the cost of any physical or capital improvements that are recommended to bnng the facilities to optimal operating condition. Conceptual Estimate of Costs for Improvements Upon analyzing the subject golf facilities and the competitive market, NGF Consulting will make recommendations as to the optimal specifications of the physical components of each facility. NGF Consulting will prepare documentation of ali costs associated with the improvement of the City facilities as recommended by NGF Consulting. This analysis will address the general cost levels that would be reached in order to implement the NGF recommendations. Our documentation will include all items any items that may be needed to renovate the property as recommended. Use Projections and Revenue & Expense EsUmates NGF Consulting will develop a seven to ten year use projection for the City facilities under the assumption that NGF Consulting recommendations are implemented. This will include estimates of all golf facility use levels such as rounds played (broken out by type), membership levels (by type and/or category), and driving range/practice facil~'y activity. Further, the corresponding fees for each revenue center will also be estimated for the first seven to ten years of operation after recommendations are implemented. This will include projections of the each facility's operation under the assumption that all NGF recommendations are implemented, and any impact on facility c~osure dudng the renovation (if applicable). This process w]ll involve integrating market, facility and customer findings along with expected use and market share estimates into a seven to ten-year cash flow prc-forma for the golf operations. In consideration of market conditions and proposed facility modifications, attainable fee levels will be estimated and detailed revenue and expense estimates developed for each facet of the golf opera/ions. We will provide you with a financial pro-forma statement that will project the bottom line financial impact resulting from any changes made to the City's golf program. NGF Consulting's financial pro-formas are prepared for research purposes, and therefore will be conservative and unbiased. National Golf Foundation Consulting, Inc, - Proposal #204075 - Coq~us Chds/i, TX - 23 TASK FIVE: SIX-MONTH REVISION PERIOD FOR STUDY Members of the NGF Consulting team will complete periodic reviews of the Corpus Christi golf operation during the first six months after delivery of final reports to the City. This will involve review of documents, phone conferences and at least one on-site follow-up visit. The frequency of communication can be determined by the parties at the tJme of conb'act initiation, but it is NGF Consulting's expectation to review performance data and communicate with the goff operators on a monthly basis during this follow-up pedod. National Gotf Foundation Consulting, Inc - Proposal #2CH075 - Corpus Christi, TX - 24 Study Cost and Delivery Date Summary FEES AND EXPENSES NGF Consulting will complete the scope of services identified in the Cib/s RFP and re-stated in this proposal for the fl:)llowing professional fees. Task 1: Golf Industry Overview Task 2: Five-Year Business Plan for Operations and Management (2 Courses) Task 3: Five-Year Maintenance Plan for Each Golf Course Task 4: Operations Pro Forma for Each Golf Course Task 5: Six-Month Follo~Up Total Professional Estimated Timeline Fees Included 1 Week $12,000 2-3 Weeks $5,000 1-2 Weeks $5,000 2-3 Weeks 6 Months after final $4,000 report delivery $26,000 6-9 Weeks+ Out-of-pecket expenses associated with travel (at least 2 tdps to Corpus Christi), postage, telephone, purchase of demographic data, and mailing expenses are not included in th~ professional fees shown above. Reimbursable expenses will not exceed $4,000 without the client's permission. The total not-to.exceed price, Including expenses, will be $30,000 Including all direct project expenses. ACCEPTANCE A purchase order or Corpus Christi, Texas contract will be used as the engagement agreement. We appreciate your interest in the National Golf Foundation and its consulting services. Our goal is to serve our clients and the industry, and to promote the development of successful golf projects. We look forward to working with the City again on this most important project. Na~nal Golf Foundation Consulting, Inc - Proposal #204075 - Corpus Christi, TX - 25