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HomeMy WebLinkAboutR14-Economic Development Agency o o o o o ECONOMIC DEVELOPMEnT AGENCY OF THE CITY OF SAlf BERl'fARDINO REOUEST FOR COMMISSION/COUNCIL ACTION From: TIMOTHY C. STEINHAUS Agency Administrator Subject: PERFORMING ARTS CENTER FEASIBILITY STUDY Date: October 03, 1991 ------------------------------------------------------------------------------- SvnoDsis of Previous Commission/Council/Committee Action(s): The Community Development Commission previously appropriated $25,000 for a Performing Arts Center feasibility study. ------------------------------------------------------------------------------- Recommended Motion(s): (Communitv Deve100ment Commission) That the Community Development Commission review the attached proposal for a performing arts center feasibility study and authorize the retention of Richard Caplan and Associates to conduct said study at a cost not to exceed $13,500. ~t(. TI~~~~~US' Administrator Economic Deve10pllent Agency ------------------------------------------------------------------------------- Contact Person(s): Tim Steinhaus/John Wood Phone: 5081 Project Area(s): CC: CCN Ward(s): One (1) Supporting Data Attached: Staff ReDort: ProDosal FUNDING REQUIREMENTS: Amount: $ 13.500.00 Source: Tax Increment Budget Authority: Closed Session CDC Action ------------------------------------------------------------------------------- Commission/Council Notes: ------------------------------------------------------------------------------- TCS:JMW:kak:4220H COMMISSION AGENDA Meeting Date: 09/16/1991 Agenda Item No: It} o o o - - QCONOMIC DBVBLOPMDT AGBl'ICY OF Q CITY OF SAlI BERlWUlIBO STAFF REPORT Performina Arts Center FeasibUitv Studv Attached is a proposal from Richard Caplan & Associates to prepare a feasibility study of a Performina Arts Center for the City of San Bernardino. The proposed study would consist of two (2) phases: the first is a market analysis, including a survey of existing local and regional facilities, projections of support and programming and analysis of area demographics and sites; the second is an implementation strategy, inClUding recommendations on management and operational programs, a preliminary time-line and an analysis of funding sources and strategies. Staff has investigated the qualifications of Richard Caplan & Associates and is satisfied that they possess the background and experience to perform a study of this kind. Recently, they completed a feasibility study for the City of Redlands Redevelopment Agency and are currently assisting the City of Palm Desert Redevelopment Agency in the preparation of another such study. The consultant proposes to complete both phases of the study within sixty (60) days of authorization to proceed, at a cost of $13,500. They are requesting that an up-front retainer fee of $3,375 be remitted with the authorization to proceed. The Community Development Commission previOUSly appropriated $25,000 for a Performing Arts Center feasibility study, so ample funding is available for this research. At the September 16, 1991 Community Development Commission meeting, and after discussion regarding the relative merits of the subject proposal and a similar proposal received by the Chairman, the Commission took action continuing this matter to October 7, 1991. Since the time the above action was taken, the Mayor's office, certain Commission members and staff have reviewed the submitted materials and conducted appropriate background checks. Based upon the foregoing, staff recommends adoption of the form motion. ~o( TIMO~~~S. Administrator Economic DevelopaleDt Agency ------------------------------------------------------------------------------- TCS:JMW:kak:4220H COfllISSION AGERDA Meetina Date: 09/16/1991 Agenda Itl!lll No: K -~.. o o o )-I.... " ..~/ C.'J' .' (; '...' ".-:'.; " July 5, 1991 City of San Bernar4ino Redevelopment Aqency Attn: councilmember Esther Estra4a, chair Ways an4 Means Committee 300 North D Street San Bernardino, CA 92418 '~ ..- ',,' . Re: Performinq Arts Center Feasibility Study Dear Council Members: We appreciated the opportunity to meet with Councilmembers Estrada, Miller, as well as Susan Feller and Tim Steinhaus on July 1, 1991 to discuss the city's need to obtain an independent feasibility study for the proposed Performing Arts Center in San Bernardino. This letter will summarize our presentation and outline the proposed services, our firm's qualifications to pertora this study, the timing and fees associated with this exciting project. The purpose ot this study is to provide the City, the Inland Empire Symphony Association and other appropriate groups with the objective data and prOfessional assistance necessary to objectively evaluate the needs, use and benefits ot this important potential project. SCOPB o p WORIt In order to pertora this study, we will undertake this project in two phases pertorming the tollowing tasks: PHASE I. MARKET ANALYSIS ------------------------- TASK 1. DEMOGRAPHIC ANALYSIS - A comprehensive analyds ot the regional and local demographic setting will be performed including population trends, age, income, employment and related conditions impacting local and regional growth trends. TASK 2. INTERVIEWS OP LOCAL ARTS GROUPS - Contidential interviews with no less than 25 key individuals, as well as all existing performing arts qroups which may be use ot the tacility will be conducted. TASK 3. SURVEY OP EXISTING FACILITIES - We will visit other comparably sized and potentially competitive tacilities and collect relevant data on their attendance, funding, programming, operations and related intormation as it may impact a new facility in San Bernardino. CALIFORNIA OFFICE MIDWEST OFFICE ~ 3147 Blythe Street Highland. CA 92346 ~... , ,..". ~e"',," 3320 Clinton Par1<way Ct. Suite 220 Lawrenca. KS 66047 .'\..." QA.. ,'"741:11 . I...~ C't"'/ !::,!'!.~1'.J"" o o o . Proposal for "Performing Arts o Center Feasibility Study" (j Page 2 TASK 4. SURVEY OF OTHER REGIONAL FACILITIES - Similar data collected in task 3 will be gathered for regional facilities in order to be ascertain how a new facility will potentially "fit" into the performing arts marketplace in Southern California, in general, and the Inland Empire, in particular. TASK 5. SITE LOCATION ANALYSIS - An objective evaluation of the three alternative site. will be performed considering access, parking, acquisition cost, etc. leading to a summary of the pros and cons of each .ite and a formal recommendation. TASK 6. PROJECTED SUPPORT AND PROGRAMMING - Based on the interviews, assessment of potential needs and the place for such a facility in the regional arts market, we will project the expected support, in terms of a performance forecast and audience attendance, and recommend the most appropriate program area(s) most able to contribute to the success of a new facility. TASK 7. INTERIM REPORT - At the end of Task 6, we will summarize our data, analy.is and interview. into a written Phase I Report. We will meet with you to di.cus. our finding. to date and assist and determining the potential overall timing for the facility. PHASE II. IMPLEMENTATION STRATEGY ---------------------------------- TASK 1. FUNDING SOURCES AND STRATEGIES - Based on preliminary cost estimates which the City will assist in providing, we will describe the public, private and not-for-profit funding alternatives which are most suitable for the facility and recommend financing strategies to pursue these objective.. TASK 2. RECOMMENDED MANAGEMENT I OPERATIONAL PROGRAM - As a result of the information collected and analyzed from Phase I and the expected funding for the proposed facility, a recommended management and operational plan will be developed. This plan will consider the role of profe..ional .ervice contract., local public agencie. and other succes.ful strategie. currently in use by comparably sized facilities in Southern california. TASK 3. PRELIMINARY TIME-LINE - Based on the overall need, potential funding, the site selected and other factors, we will prepare a time-line for the next step. and appropriate schedule for the planning and development of the facility. TASK 4. FINAL REPORT - The final result., findings, conclusions and recommendation. from both phase. will be presented and bound into a Final Report for the City, the Inland Empire Symphony Association and other appropriate community intere.t.. After presentation of the report, we are also be available, as needed, to provide additional service. related to the actual implementation of this project. 11- -~ o Q o proposal for lfperfOong Arts Center Feasibi<:;y QUALIPICA'l'IOIfS Study" Page 3 Our firm i. uniquely well qualified to assist San Bernardino with this important project a. a result of our experience is performing similar fea.ibility studies in the past, our expertise in working as profe..ional administrator. in the performing art. and our recent work performing need. analysis in the area for other communities in the Inland Empire. * * * Richard Caplan - has been performing feasibility studi.. for government and bu.ine.. .ince 1984, including .imilar p.rforming arts project. in Napa and Concord, California, and Colorado. Recently, a f.asibility .tudy was compl.t.d for the Redland. R.developm.nt Agency and the firm i. currently as.i.ting the City of Palm Desert Redev.lopm.nt Ag.ncy with a feasibility .tudy. W. have also served on the Board of Director. of s.veral art. organizations ov.r the past 15 year.. * * * Sonia Bak.r - ha. more than 10 year. experience a. a prof.s.ional art. admini.trator for regional group. including planning for the d.v.lopm.nt and programming of a $12 million p.rforming art. cent.r in Lawr.nc., Kan.a., and a cultutal n..d. a....sm.nt for La Crosse, wi.con.in H.r educational background includes a Mast.r degree in Urban Planning. Resume. and a firm de.cription are attached to this proposal. Also enclosed in this pack.t are cop i.. of two oth.r .tudi.., a f.asibility study for the city of Redland. Red.v.lopm.nt Ag.ncy and a draft copy of a market analy.i. on b.half of the propos.d Napa Vall.y Opera Hous. project. 'l'IIIIRC; AIfD P..S We are pr.pared to begin our ..rvice. imm.diat.ly upon authorization to proceed. Th. total time to compl.t. the entire study WILL NOT EXCEED 60 DAYS. A writt.n Int.ri. R.port .ummarizing our finding. and analy.i. to date will b. provided to you at the end of Phase I, to be compl.ted a. follow.: PHASE I. MARD'l' ANALYSIS PHASE II. IMPLEMEN'l'A'l'ION STRATEGY 5 - 6 Week. 2 - 3 Week. ------- TOTAL: Not to exceed 60 DAYS The TOTAL fee. a..ociated with this .tudy, including all expenses and 12 bound copi.. of the "Pinal R.port", will be $13,500. A 25 percent retain.r, or $3,375., i. required upon authorization to proceed. Thereaft.r, you will b. invoiced a. the work proceed.. tiLl ?r o c o proposal for "perf1:Jinq Arts Feasib~ty Center Study" Page 4 To indicate you approval of these services, pleas. authorize the exe- cution of a copy of this aqre.ment which will serve as a contract for these professional service.. We appreciate the opportunity to work with you on behalf of the citi- zens of San Bernardino and look forward to a.sistinq you with this excitinq project. 7;';::1't;;Z' Richard Caplan RICHARD CAPLAN , ASSOCIATES ACCEPTED : for the city of San Bernardino date 5 o o o RIC~ARD CAPLAN B ASS~IA TES is a consulting firm offering a wide range of professional services including market studies. economic and strategic development assistance. The firm is committed to the highest quality and timely assistance leading to informed decision-making for publiC otticals, development companies, small businesses and lenders. Our advisory services include : -site serection -timing and sequence of development -public/private partnerships -project approval/permit assistance -highest and best use determination -selection and liaison with other consultants: FtU1l1llJJY AnalYltl -definition, identification and evaluation of potential market support -analysis of supply and demand factors -estimates of sales based upon project characteristics -economic and fiscal impact analyses -project sizing and timing; .Economl,gJ)evef,QS)ll'I,,]t Servt,", -economic-based studies -economic development strategies -alternative revenue sources -sources of public funding -socioeconomic analyses -renewal site evaluation and planning. 5 RIC~6RD CAPLAN B ASSOCIATES o o o o Richard Caplan, Principal, has 16 years of business and public sector experience with a variety of private and public projects throughout the midwest and western United States. His firm has successfully assisted cities, not.for.profit corporations, small businesses, lenders and development companies with services ranging from market studies, economic impact analyses, business development strategies and land development. Clients have ranged from small municipalities to a national company developing a 3,300 acre new community. Prior to establishing his own firm, Mr. Caplan was a manager for Laventhol & Horwath, a national management consulting and public accounting firm. His role included client responsibilities with national firms including Chevron Land & Development Company, The Rouse Company and major hotel chains, as well as small cities and independent business persons. The diversity of projects he managed included renovation of small retail centers to financing alternatives for a $15 million civic center. Mr. Caplan served as city manager of Vail, Colorado for five years. As city manager, the community successfully initiated and completed several major public and private projects leading to expansion and diversification of the city's economy. In addition to routine management responsibilities, several innovative public/private partnerships were established leading to successful results for both the city and the private sector. Prior to Vail, he was assistant city manager/director of economic development of a rapidly growing suburban city in California. During that time, his role included budget administration and leading the city's efforts to expand and diversify its commercial and employment base. Mr. Caplan received his B.A. degree and Masters of Public Administration from the University of California, Berkeley. He has been an instructor and guest lecturer at the University of Southern California and U.C. Santa Barbara. He has served on the Board of Directors of several statewide professional associations, as well as the Board of Directors of two Development Corporations. CALIFORNIA OFFICE 3147 Blythe Street Highland. CA 92346 . MIDWEST OFFICE 3320 Clinton Parl<way Ct. Suite 220 r Lawrence, KS 66047!) -~ o Sonia E. Baker o o PROFILE Effective combination of interpersonaL analytical and orpnizational skills. Strenaths include ( I) proaram desian. development. and direction, (2) management of marketing and promotions, (3) coordination with existingloc:al, area and regional arts and c:u1tural orpnizations, (4) design of policies and procedures, (5) budlet preparation and administration, (6) grant-writing. fundraisinl and development. (7) public: speaking and community outreach, (8) leadership of volunteer and suppon orpnizations. Experienced motivator. coordinator and catalyst. Can focus the efforts of diverse groups onto common goals. Able to aa:esa key decision-makers and benefactors, build effective networks, and create synergistic: relationshipL Systematic: in approach, creating information nows, alliances, and operatinl procedures that endure. Highly energetic:. EDUCATION () School of Businesa Administration, University of Arizona, Tucson, Arizona Ms., Urban P1aMing. 1979 University of Oregon, EUlene, Oregon BA, General Arts &: Letters, 1957 Renton High SchooL Renton, Washinaton Diploma, ValedictoriM EXPERIENCE University of Kansas, School of rute Ans, Lawrence, Kansas, 9/87.9/90 Educatioa/Membenhip Coordinator. otTlCe of Concert, Chamber Music:, New Directions Series De\lClopcd proaruu to proIIIote ud ,..ha"cc auclicacc appreciatioL Tarpted commuaity 'market segmeall' ad cIcvcIopecI promotioul ud edllCltioul ac:tMtia/e\IClIIS to reach them. IDitialecl ud built relltlQa.hlpl wilIl area arts OI'p"w"'ioooa. MIJI",We4 'reacb' througb elfec:tiYI use of resourcca. Promoted ud m...... wIuateer supporterL Loc:ItecI ad de\lCloped corporate spoasorsbip. Promoted ad facilihled the Swarthout Society (auxiliuy member org~";""lna). Special projectl: VJ.P. bolt to Raideal Artisb; created the YOUIII People's PerforDIacc e\lCDts; developed the F"m=. Year EdualliooIal ~-RUIp Plu to ellplllld ptClIfams ad coorcliDale with opeDiq of the Ued CeDler for PerformiDa Ana 1D 199Z; produced IDDUal Swarthout Society Membersbip Brochura, u weD u the reauJ- publicallou of the Swarthout Society Newsletter. CoDc:urreDl with this run-time positiou, maiDtaiaed commuuity scmce efforts: Chamber of Commerce, Cultural Affairs Comml'1ee (Ana Caleuclar of EveDts, BusiMu ad the Ana Awards); DOWDtOWD Lawreacc BusiMu '&ssatlatioa ('MaiD Street' Program of Eveuts); ad City of LawreDCC (Arts 1D Public Places Proaram). Western Wisconsin RegionalAns, La Crosse, Wisconsin, 11/80-6/87 Arts AdmiIIiItrator o ProYicled leadenhip, cIirectioa aDd daily manll'meut of a sevell-COUUty. tri.state ReaiouJ Ana Council. Reported to the Board of Directors; coordlDated all workiDI committees; iDterpreted IIId implellleDted Board polic:ia; esrablisllecl daily opmtlDa proccdurea; supeMsed all staff alld volunteers; III...... the orp..:-;".... CCDtral facility. a feclera11y .!HirAi" Historical LaDdmark buildlDa IIousiDi arts orp..lntlnot o8lccs, qual ad performiDs arts evellta, classes and commuaity e\lCDtI. De\lC1oped ad coatrolled $100,000 operallna budpt, lucludiaa 1II0Dies frolll grauta, funclraislDg actMdea, eorporate cIouon ad privato beDefacton. 5 Q o o In.tlatcm malntallle~ons~,p1I1~lJU, ~dlUUH 1''',1<"" 1""" iUlU public relatioas wit.biD tbe larger community; served as liaisollto City HaD. Executive Coordinator of aD seMea tQmber orgmizatioas, scbools, and regiolllll~munities. HigbIiabts: Woo 17 foundatioll ilIId government grillll award:!"founded alld served 00 Executive Commillee for Ullited Fund for the Arts '" Humanities; orgilllized the Coordinatina Commillee of Arts Organizatioas Representatives; initiated and found rUllding for a successful building restoratioo project for orgmizatioll beadquarters, including bistoric preservatioll runds; increased visibility ror tbe arts through marketina techniques, including extensive use of rree media exposure and public speakinJ. University of Wisconsin. La Crosse, Wisconsin, 1980 LTE ReMarda "W""iate, Center for Regional Studies Conducted a pilot research projecl Oil tbe impact to ilIId requirements of older adults living ill a rural regioa. Made key contributioas to projeel desip. Made contacts, conducted intcrviews, provided evaluatiOIl for potelltial of P.O.E. (Post Occupancy Evaluatioll) for a bebavior assessmell\ tool. Developed the writtell sUlllmatiolL U.S. Department of Housina '" Urban Development, Tucson, Arizona, 1978-1979 HUD Inten. City Plannina Department, City of Tucson Desiped ilIId estabUsbed a Plan Monitorina System to give planaiDg staff more precise illformatioll ilIId ICCCII to re50~ for use in Ilei&hborbood-by-Ileigbborhood plannin.. Orguized the project, cOllducted original research; wrote, tested ilIId emplaced the system. Wrote guidelines for mamtellance ilIId evoIUtioll of the system. Also provided rclated grillll research for programs oriented toward '....;!u,'I. COSSULTANCY Wyomina Volunteer Asaiatanc:e Corporation. 1989 Seminar Leader, TIlDe Muagement/ Avoiding BUI1IOIIt Lied Center for Performina Arts, Lawrence. Kansas, 1987-1989 Space/Desip Coasultlll\ Downtown La Cross Business Association. 1984-1985 Year 2000 Plan Eastbank Artists, 1984 RetreIl Leader, Orpnmtiooo/Board Deve\opmeal La Cross Tribune Readen' Panel, 1983.1984 Panelist aad AdviIor Wisconsin Arts Board, 1983-1987 Peer Panelist (also: budget testimOIlJ to House/SeDate Budget Committee) General Public Speakina. 1975-Present Arts AdmiDistratioll, City P1.nnl.... OrpDizatioaal Developmeal (also: media relatioas aDd representatioa/testimoay/lobbyiDg to government aaenciea It dt-t/state/repollllllcvcls) 5' -~.. o Q (> - J.~ J< ~ ""...., /...."""""'.....'" II:J.. 11&./.,:, .;U.~ ~~ ( ...:.:tU -..-.,. . . ~ o WARNECKE ROSEKRANS MI:GRIAN j,'. !:'; . ; :;:~ ; .' ",;' ! . . . ... .) .....- fI'~' ',t:/. .1 '" ~i":;:.' i.::;~~J.:"':'.r.'; k;.: .'~..< <;~; ...... ~/:::,~..~ '::.t~ .' .', September 26, 1991 Ilbb, H<lC o -.' .." '.' ,.....,.. "... . .". ." ...'"..~. t.. ... '; ,', I... ",'-, Mr. T1m~~=8US ~ . E6onoinIc De'ieIopment Agency City of s... 8ernIi'dino 300 North D Streel, Fourth Floor San Bemardino. CaIiforria 92418 Dear Tm: It II (Q' Inteo'1IIon to create a design, build, and tInance package for a CIty or San BernardIno ~om'.g Ar1s Center. With regard to a predl5lgn study. 1Mt propose the folowlng servlc8s: 1. A prelmln-v market enaIysis of the facility's potential u.... groups - bOth performera enct patrons. 2. An economic analysls of the income and expense associated w1lh potential use. 3. A COlt end napability compal'ison of ttv'ee buIcIIng scenarlos: A. Elcllllng facility. remOdeIeCl. 8. ExIsIhg facility - converted. C. New taClIlty 4. An estimate or cost for the most viable site's ~ co&tl. 5. A prellml~ site plan, based on our preliminary investigation and recornmenclaliOlll. e. AptOF>a..1ortheflllanclng requIred. In order for us to comp/ete the above work, we need City initiated input on the fol- lowing ponta: . A. The I'8l'lg8 of pmgtlI/TlIIlhe fadlily wit be required to hanCIIe. 8. The runber or events handled at one time. C. The extent of surrounding mall and city hall shared facilities. D. The surrOU'lding areu that would affect the vlablity of the facility. ." ;", '. . ,"' "' " . . . ~ ,. . ..,. . ........,.... . ..... . - -~ J. ~"'~.~ lJ!~ Mr. T1rnDlhy C. S~ &Ipl.nber 2S, 1991 Page Two m NJ: 1 415 m 42B7 lI66? P03 r(' o o E. FlellIbiIIty of the program and whall11a'ket nIChe will be targeted. F. The land and building cost estimate limits. G. The Involvement of the community (as user, .. patron, .. donor/flnlwl<:ing). H. The abiIIy of the City to provide leaderlhlo in lI8tablilhing end maintaining a "golden circle" of bei'lefectora, withOut WhICh no facility 11(8 IhII can be built or maintained. I. The realization that the chance far SUCCI" II exponent~ enh8nced by private partlclpfltit(),....l.r1ding. and sponscnhIp. increasing comll'llnty Invot-l8m8nt should bell'lCOUl'8g8d by 1he touran. The rK:he factor and the range of Pf9Qr6'n8 should be petC8lY8d as unlmiled and fer the enllre comm~', use. Thi perc:epdon should be 1hat there Is . stage and . time available for InJ ptIIformer. Encourllging the cornrnuoiJY', tot.. support is . step ctoaer to the Center's succeea. /' r Our fee prClpONI for ~..;. outlined above II $10,000, 8ncI18 to be COIl1Pl8l8d =1:=~The~~I-;~=~n::.,~~ regarding lite. COlt. ancJ capabilities. Thla preumnary atMt lIppI'oach would aIfOw 1m. to build c:ormUlily focus, P8r1fcipeI/on. anc:lllnariCllllUppCllt be- fore CXlf1IIderatlon of fu1her action. An fn.clepth analysis of the market ~.. multi-cCll'l8Ul8nt approec:h awtIt . IOllger period of time would ClI!fIalr1Iy be possible, how8Y8l', identifying and concluding aU variables might e.iIy teke a y.... at . COlt of SSO,OOO or more. There .,.. at least . half dozen diatincl markets in the immediate are.. The use of . the faciIly 8ncI1l8 profit or loss will be d8termi18d by which ma1<et 18 most f1M:lt- ably addreeeed and what effort II expGncled. A recent pol of 500 people COlt . local - newspaper $10,000 to arrIVe at c:onc:IusIons about an IIIIIiID faCIly. . takes even more ~auge the w1known on a yet.fl>be.buiIt taafiY.lhe conctuslons drawn from an market enelysiI on eliher an exlating or future building w. Ik1lClSt elltraneOua camp.-lId to the aocIaI, financial. and pcoIltIoal strenglh of thole colT1OU1lly Ieadei's who want to see ~ happen and are wlIIIng to put money behind thW effo.18. We need 8 point to raIIv the ~ around. and we cen then lead the effort to a Iogic:aI corlcIusion. W. look furwerd to assisting you in this endeavor. -i-~DO Sincerely, WARNECKE/ROSEI<RANS/MI::GFIIAN. INC. Ed Wohland Senior VIce President EW:kc:wrm128 o. /