HomeMy WebLinkAboutR08-Economic Development Agency
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DBVBLOPIIB.r DBPARrllB.r
01' rBB CITY 01' !WI Rlfn'nnIllO
RBOOBSr POll COIMISSIO./COIJRCIL ACTIO.
From:
DRlU'lII J. HBBDBRSOB
Executive Director
Subject: PBRI'OIIIIIlIG AIIt'S wuu_
PLAlIIIIIII: SDVICBS
Date:
June 8, 1992
SvnoDBis of Previous C~fssianlrdnmn~il/r~fttee Actionlsl:
6/4/92 The Redevelopment Committee recommended preparation and
execution of a contract with Caplan .. Assoelates of Lawrence,
Kansas for plazmina services, not to exceed $17,500.
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Rl!'~~"'''ecl IIotionlsl:
lCn--.mtn D.wela.......t: C.--f..IOlll
IIOTIO.
That the Collllllllllity Development COIID1sBion authorize
preparation and execution, by the Executive Director, of
a prOfessional services aareement with Richard Caplan ..
Associates of Lawrence, Kansas, for plazmina services,
not to exceed $17,500, in connection with the
establishment of a Performina Arts Center in downtown San
Bernardino and recommend an increue in the Bconomic
Development Aaency budlet of the same amount.
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Aclmin1strator
01'
Contact Person(s):
Ken R.....erson/Stafford Parker
Phone:
5081
Project Area(s):
Central City
Ward(s):
1
Supportina Data Attached:
Staff reoort: orooosal for services
FUNDING lBQUIRBMDTS:
Amount: $ 17.500
Tax In~mnt
Source:
Budaet Authority:
Created Above
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C~fssianlCnnn~tl .otes:
KJR:JBR:mkc:2444J
COIMISSIO. IIBBrIllG .u:nna
lIeetine Date: 06/15/1992
Aaenda It_ I'laber: ~
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DIVILOPKIBr DIPARrKIBr
OF DB CU'!' OF Sd ~&lInI1lO
SUFF IIPOU
PRVlPnRIIIM: &.... I;KJFC&I( _ PI'.A..-rE SRlPVTCRS
AttaChed is a proposal from RiChard Caplan & Associates to provide
plaunina assistance and related support for the establishmant of an
oraanizational and financial foundation for the plaunina and
conatruction of a Performina Arts Center for San Bernardino. The scope
of work containa thres phases:
a. Preparation of a marketina campaipl
b. Development of a detailed financial strateUI and
c. Investiaation of available arants.
The fees will be determined on the basis of hourly Charaes but a
provision will be inaerted in the contract limitina the maximum payment
to $17,500. This work is a continuation of an effort based upon the
feasibility for such a Center as determined in an earlier study by the
firm.
This item was considered by the Redevelopment Committee on May 7, 1992
where it was continued to obtain additional information. On June 4,
1992 the matter returned to the Committee whiCh recommended 2-1
(Maudsley) that the COllllllUllity Development Commission adopt the form
motion.
Based on the foreloina, staff recommends adoption of the form motion.
OB, Bzecutive Director
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KJB:JBB:mltc:2444J
COIIIISSIOB KlUIBG jcqn,
Keetlna Date: 06/15/1992
Aaenda It. I'laber: D
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RICH,oO CAPLAN B A550&TE5
"
,
April 9, 1992
City of San Bernarclino Redevelopment Agency
Attn: Councilmember Esther Estrada
Chair, Ways and Means Commi tt.e
300 North D Street
San Bernardino, CA 92418
Re: Proposed Performing Arts
Center PrOfessional
Services Agreement
(Revis8d)
Dear Ways and Means Committee Members:
It, is our understanding that the City seeks to continue to establish
the organizational and financial foundation to plan and construct a
new Performing Arts Center in downtown San Bernardino. Richard Caplarl
, Associetes is pleas3d to submit ~~is revised proposal for continued
professional planning assistance,to address this Objective.
The purpose of the.e services is to assist in performing specific
planning tasks and related support requirements. This will ensure
that this important downtown project continues to move forward in
a d~l1berate, appropriate and timely manner.
SCOPS 01" weu
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Based on the recent completed' Performing Arts Center Feasibility study
and ma!:ltings and interviewM with city council members, city staff and
area arts administrators, the fOllowing efforta are needed to bee;in
the iaplementation of this project:
A. Plan and Pr.~r~ Paeili~v Xiekoff MArk.~ina Cam~aian
The.e services will outline a detailed marketing strateqy and
public c4mpaign to translate the concept into a specific action plan.
The marketine; campaign will present specific roles and tasks for
local arts qroups, DUsiness lealjers, government and education:tl
institutions. Appropriate themes will be recommended which will
contribute to creating a specific project identity and initial
marketing materials will be prepared for use in private fund raising
efforts.
CAUFORNIA OFFICE
3147 BLYTHE SiRZr
HIGHlAND. CAlJORNA ~
014) 864-7(2)
M1DWESI' OFFICE
1611 Sr.,'NOREWS DRIVE
LAWRENCE. KANsAs 6IJJA7
(913) 841-7166
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.Apri~ 9, 1992 pertorA:)q Art. Center Services co~act
paqe 2
,
B. Dav.lon Priva~. Pund-Raisina CamnaiGft
W. will develop a comprehen.iv. initial private tund-raisinq
campaiqn in coop.ration with the toundation board mellbers (or those
expected to s.rv. on the board). This will includ. a detailed
tinancial strategy that deteraines the realistic .xt.nt ot private
a..i.tanc. within the reqion and tarq.t. local bu. in..... and
individual. who can be.xpect.d to contribut. to this project.
c. P.rform Peunda~ion Gran~ R...archand Pr.Dara~ioft
We will und.rtak. an .xten.iv. inv..tiqation of the foundation
opportuni tie. (and qovernm.ntal potential) which may be pur.ued on
behalt of this project. After d.t.rmininq the crit.ria and mo.t
viable option., w. will be available to a..i.t in the pr.paration
of up thre. qrant application. on behalf of the proj.ct.
W. will al.o be available to provide r.lated additional ..rvic.. a.
llU!iy be reque.ted on behalf of this proj.ct from time to time on an
hourly basi..
T.&.aUIG AIID PUS
W. are pr.pared to initiate th... ..rvic.. imaediat.ly upon authori-
zation to proc.ed. Th. timing to compl.t. the ..rvic.. on an hourly
ba.is will be d.pend.nt on your direction and is expected to occur
over a five to ..v.n month period. The estimated .inilll\Ul number
of hour. and not to exce.d time required to compl.t. .ach of the..
..rvic.., ba.ed on the number of m..tin;. and the .xt.nt of the
wri tten products you d..ir. f.or .ach ..rvic., ar. a. follows:
ESTIMATED HOtlRS:
Minimum No~ 'too beA8d
S.rvic.
A. Pr.par. Mark.tin; 85 200
Mark.tin; Campaiqn hour. hour.
B. Dev.lop Privat. 85 180
Pundraising Cupaiqn hours hour.
c. P.rtora Grant R..earch 40 160
and/or Preparation hours hour.
TOTAL: 210 540
hours hour.
All prof.s.ional f... will be billed at the hourly rat. of $27.50
for Sonia Bak.r, proj.ct as.ociat. and $60.00 for Richard Caplan,
principal. You will be invoic.d monthly by ta.k a. the work is
requ.sted and proc.ed.. All local mil.a;. and local tel.phon. are
includ.d with the.. t....
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..Apr~~ 9, 1992 perfo~g Arts Center Services co~act
page 3
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Wherever practical, routine postage, copying and fax services will be
provided through your ottice. Otherwise, any direct out-ot-pocket
expenses required tor grant research, reproduction ot any urketinq
materials, etc., will be added to our billinq at the actual cost.
This amount is expected to be nominal and will not exceed five (5)
percent of any monthly invoice.
To indicate your approval of these services, please authorize the
execution of two (2) copies of this agreement, one for each party,
which will serve as a contract for this assistance.
We appreciate the opportunity to otfer our continuing assistance
on this important potential San Bernardino city project.
7?:::/iZttod.
Richard Caplan
RIl"IWtJ) CAPLAII , ASSOCU1'BS
e
. cc: Tim steinhaus, Agency Administrator
Accepted:
tor the city of San Bernardino
date
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DEVELOPMENT DEPARTMENT
Economic Development Agency - City of San Bernardino
DATE:
TO:
FROM:
May 21, 1992
KENNETH HENDERSON, EXECUTIVE DIRECl'OR
John Hoeger, Project MaDager ~
SUBJECT: ORANGE COUNTY PERFORMING ARTS CENTER. COSTA MESA
The foUowiDa iDfonudoD was obtIiDed in a telepboae interview with Linda Frace woo is the
Director of the ~rllJlDiDgll1S c:eater ia Costa Mea. The purpose of the interview ViIS to
discuss fimd raising techniques IIId the role of c:oasuItants in the process of obbini'll capital.
Ms. Frace pointed out that the Oraup COlIIItJ ficiIitJ ViIS eatireIy privately funded IIId we
sbou1d ~'f'6:t some differences in our .......,.'ID u the feuibility study Slates that "the city must
be heavily iavolved ia the builc6ng of the f'ac:i1i1J, . wbich will affect the decision makiDg pro..-
with iadividual donors wbo may lib or di..liq the involvemeat of IOVcmDleDl ia the eff'ort.
The Orange Couaty aperieDc:e toot about fourteea years after formatioa of the Board of
Directors uatiJ the Ceater ViIS opened for perfO('lftA"CeI. Our time requirement may be les-ned
u we bave cIoae the feuibUity S1Udy early ia the process (they were not ready for Ibis until year.
five) aad we bave a readily available site.
Orange Couaty toot a four pbasc IppI'OIda to ftmd raising for the Ceater. First, usiagllocatioa
specialist, they made site evaluatioas IIId determiaed suitable locations. A secoad consultant
looted It the ecoaomic c:oasideratioas of various coafiguratioas for the Ceater and SlUdied the
mixes of performing uses that could be supportecI ia different variatioas. Tbese led to !be biring
of a third sIudy by a fl1ndi'll specialist woo first did a j;lfvfi'lg feaSIbility study. This same
coasultaat was subsequeat1y hired to lead the capital campaiga itself. Ms. Frace felt that it
would be IIOmIIIto use the same consultant for both the funding feuibiUty study and the capital
campaiga (me felt oac should iaterview from two to five coasultanls before biring the financial
feuibility coasultllJt). The feasibility study is fundJlmetUa1 to the capital c-"",'ga because it
detenniaes bow the Ceater will operate and must be buecI oa wbat the potential dooors are
actuaJly willia. to &ive to (lIISWeriaa such questioas u will it bave ballet, wiD the City bave a
role, bow will the operatiaa subsidies be nisecI, wbat if they area't nisecI, etc.) IIId be based
on wbat pi."'(I<< Ii"", dctet buyers will actuaJly suppon. Very large donors will requil'e extensive
lailored iaformatioa that comes out the feasibility study.
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Ms. Fnee mated tbIt ino1qJeadeat IIId tborouJbly experieaced advisors Ire ID Ibsolute must
for leadersbip IIId auidmce darin& the ""...,.lp. Tbcy will be cridcallD devdopmeut of the
structure of the ClDlplip IIId to p......i.. the effort. Tbcy must very c:arefuJly review IIId
c:oalrOl the flt\-M IIId implemeatalioa of the pIaD IS it is cAb..mely diflicu1t ........... 10 raise
large IIDCIlIDII 01 priVIte moaey IIId this requires close supervisioa over lIIIlIy yan. Maay
people wllo would be &OOd It C(l(..&.a and OIplli'"'l the lIClII-profit COIJloudioa, for "DII1'Ie,
migbt DOt bve ad&..W money to be effective solic:i1Dn. n will require plltic:ularly sensitive
planiDa to keep people from being put oft' by tile aovemment involvement IIId expcricnc:ed
professionalllelp will lie required ill mHi.. diftic:uIt ""clsioas such IS to bow much to uk from
whom IIId bow to develop the mvIrd 5b1Ic:ture.
Tbe COllPtItD" for Onnp eou.y wu:
OIly PIIiIIips ct Assoc:iales
SilO W GoIdIeaf Circle Suite 140
Los AnpIes CA 9OOS6
213 296-4996
. Serving OD PIulJips staft' . dIIt lime but IIOW ID ~ c:onsultaat is:
Robert B. Sharp
1651 E Fortietb Street Suite 250
SaaIa ADa CA 92701
714 542-~76
Ms. Fnc:o feels it is villi 10 have . COIL1UItaat wbo bas beea tbroup the process lIIIlIy times IIId
is -..... ieao.d ill fuad raising efIi. III where IO\'ClI'IUIIeDt lIIIits were involved. People will DOt
reach IS deeply iDto tbeir 0WIl funds if tbey see tile perDmeat IS . source of ~ IIId
c:arefial COClI'diDatioD will be required lID overcome this effect. Robert Sbarp is c:umntly involved
in ftmd raisin. Cor. spans c:omplu iD FuUertoll dIIt involves the Ioca1 Redevelopment Agency,
the Ioc:aI Califonia State University IIId private doaon.
0521perUh
c:c:: SP
Maria
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