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HomeMy WebLinkAboutJ - 04 (b) Ballard King & Associates, LTD ProposalBallard*King & Associates 2743 E. Ravenhill Circle Highlands Ranch, CO 80126 303-470-8661 (phone) ECONOMIC IMPACT & FEASIBILITY STUDY PROPOSAL www.BallardKing.com 2 John McNerny Town of Cortlandville 3577 Terrace Road Cortland, NY 13045 Dear Mr. McNerney, Ballard*King & Associates (B*K), in collaboration with Johnson Consulting (Johnson), is pleased to submit a proposal to the Town of Cortlandville for completion of an updated economic impact and feasibility study for a multi-sport complex in Cortlandville, New York. B*K is a recreation planning and operations firm based out of Denver, CO. We have been in business since 1992 and our core services are feasibility studies, master plans, and operational assessments all in the parks, recreation, and sport industry. The feasibility work that is outlined in the RFP for a multi-sport complex is the type of work that B*K was founded on. To further enhance our deliverable to the client and analyze the sports tourism opportunity profile and the economic impact of a multi-sport complex, B*K has teamed with Johnson Consulting. Johnson Consulting is a national firm that specializes in completing economic impact studies on a variety of facility types including sports complexes. Johnson has a strong reputation in the industry for being accurate with their economic projections. In addition, they understand the local and regional impacts these types of facilities have. It is the opinion of B*K and Johnson Consulting that our team is uniquely positioned to deliver your economic impact and feasibility study. Both firms have worked extensively in the State of New York and are dedicated to delivering products to their clients with a focus on implementation. Our project team is currently working together on another project in the Midwest and has found our communication and understanding of one another’s work processes to be seamless. We welcome the opportunity to further discuss how our team would collaborate with the Town of Cortlandville to meet your 6-month timeline for this project. Thank you for your consideration, DARIN J. BARR, President Ballard*King & Associates (573) 673-6597 (mobile) darin@ballardking.com Ballard*King & Associates: Dedicated to serving and advancing the parks, recreation and leisure services industry since 1992 BARRDARIN LETTER OF TRANSMITTAL 11/14/2023 Project Proposal 3 Table of Contents Qualifications: Ballard*King & Associates Pages 4-5 Relevant Sports Related Studies Page 8 Work Recommendations Page 12-15 References Pages 21-26 Qualifications: Johnson Consulting Pages 6-7 Methodology Pages 9-11 Project Management & Resumes Pages 16-20 Schedule/Project Timeline Page 27 4 Qualifications Established in 1992, Ballard*King & Associates, LTD (B*K) is a recreation program, planning and operations consulting firm that provides services and expertise to the recreation and leisure industry. Through our commitment and collaboration with community leaders, staff, stakeholders, elected officials, and corporate partners, we have developed loyal and long-term relationships with a variety of both public sector and private agencies to inspire and engage their constituents. Our vast practical experience in the recreation industry enables us to guide clients through the challenges of any project. From pinpointing specifics to broad visions, Ballard*King & Associates provides meaningful analysis, thoughtful consideration, expertise, and services to ensure the long-term sustainability and success of your project. We believe that through a collaborative approach to consensus building, Ballard*King can successfully navigate with you to meet the unique challenges of your project, community and future. We specialize in developing strategic plans to integrate new business operations into existing business models. As a company, Ballard*King & Associates has achieved over 30 years of success by listening and coaching our clients, and realizing that each client’s needs are specific and unique. We have completed over 800 recreation facility projects in 50 states and we have working relationships with more than 100 architects from coast-to-coast. We are frequently invited to speak at state and national industry conferences and have been honored to be the recipient of five Athletic Business Facilities of Merit Awards. First and foremost to Ballard*King & Associates is our reputation of being a company of strong ethical character. Our top concern is the client’s best interests and we have a keen awareness of the impact a sports or recreational park or facility has on a community and subsequently the department that operates it. Thanks to our extensive field experience we are able to provide assistance with practical tools, an uncommon ability to see the overlooked and view your project from a wealth of expertise and knowledge. We aim to help our clients see the full potential of their project by providing trustworthy services to achieve their goal. We are nationally respected as experts in the field of strategic planning and master plans for new and existing sports, parks, fitness, aquatic, ice skating and recreation facilities and the organizations that operate them. Our client base includes public agencies, colleges and universities, the non- profit sector and private entities. Our team members all have direct experience in the opening, operation and management of indoor and outdoor recreation facilities from full service recreation centers, to aquatic facilities and ice rinks. In addition, our staff has direct experience in the delivery of diverse recreation programs and services. Ballard*King & Associates provides services in the following areas: • Long range master plans for agencies with an emphasis on the development and management of parks, facilities and recreation services. • Feasibility studies for new or renovated recreation facilities with a strong emphasis on operations, pro-formas, and organizational planning. • Operational assessments for existing parks and recreation facilities and agencies focusing on organizational and management practices. • Public input including community meetings, focus groups, stakeholder meetings and survey administration. • Partnership and funding plans for recreation facilities and programs. • Benchmarking and best practices research for parks and recreation agencies. • Economic impact studies for new and existing sports and recreation services and facilities. Project Proposal 5 About Us Dedicated to serving and advancing the parks, recreation and leisure services industry since 1992. Our Mission Project Proposal 6 JOHNSON CONSULTING OVERVIEW Johnson Consulting, founded in 1996 in Chicago, Illinois, has conducted hundreds of engagements in the U.S., Central and South America, Asia, Africa, and Europe with a focus on economic, market, and financial analysis for a variety of land uses, including: sports venues, convention centers, hotels, retail, housing, and specialized development throughout pre- development and through continuing operation. Our professionals at Johnson Consulting have been leaders in the sports and real estate planning and consulting fields for several decades. We are nationally recognized for our market research, deal structuring, and consulting expertise for sports facilities and associated real estate districts. Our firm is an industry leader in market and case study analysis, economic and fiscal impact projections, operational audits and strategic planning for municipalities, authorities, universities, and economic development agencies. We regularly work on complex sports facility projects, including: multi-use complexes, stadiums, arenas, recreation centers, and indoor practice facilities. We also specialize in public-private partnerships and the utilization of alternative funding strategies to execute development projects. The majority of our clients are both public sector agencies and quasi-governmental agencies, although we perform studies for a number of private developers and sports owners. With both public and private sector clients, we deliver high-quality work in a timely manner. Numerous repeat engagements with several clients are evidence of our reputation for quality and client satisfaction. We have provided analysis, insight, and recommendations for various youth sports complexes, stadiums, and arenas across the nation. Additionally, we have provided services to many types of professional sports, including: NFL, NHL, NBA, and MLS. Our knowledge of sports, tourism, hotels, retail, residential and general real estate helps us devise real estate strategies around projects, which often helps funding. Project Proposal 7 SERVICES CONSULTING SERVICES Manage RFP/RFQ Solicitations Operational Audits Naming Rights Valuation Negotiation Assistance Public-Private Partnerships (P3) Project Financing Analysis Tax Analysis & Projections Asset Valuation Sensitivity/Gap Analysis Owner’s Representation Site AnalysisFunding Strategies Market & Demand Analysis Proforma/Financial Analysis Economic & Fiscal Impacts Strategic Master Planning Expansion/Renovation Analysis DEVELO P M E N T S E R V ICES Public Engagement ADVISORY S E R V I C E S S TRATEGIC PLA N N I N G Convention/Conference Centers Hotels • Mixed-Use Real Estate Sports Complexes • Stadiums Arenas • Fairgrounds Performing Arts Centers Sports Complexes • Stadiums Arenas • Fairgrounds Performing Arts Centers Convention/Conference Centers Hotels • Mixed-Use Real Estate Project Proposal 8 Relevant Sports Related Studies The following highlights two projects that B*K has led and completed, with a third that B*K and Johnson are currently completing as a team. These projects contain all the elements that Cortlandville seeks in their RFP. A unique aspect of the B*K/Johnson team is that neither firms are architects, which means that our recommendations are focused on data and not skewed by the possibility of future financial benefit. NetPlex Expansion & Operational Assessment Study Ballard*King Amarillo, TX A private investment group that owns NetPlex in Amarillo contacted B*K to complete a feasibility study that focused on expanding their facility. B*K helped quantify the existing and future economic impact of the facility(s). As feasibility of expansion looked unlikely, the project morphed into an operational assessment of the existing facility. HUB Feasibility Study & Economic Impact Ballard*King & Johnson Consulting St. Charles, MO Both B*K and Johnson are working as sub-consultants on the feasibility and economic impact of an indoor/outdoor HUB facility. B*K is completing the market study and recommendations regarding facility components for the indoor sports complex. Johnson is using the market data collected by B*K along with the facility recommendations to determine economic impact and future spending from the HUB location. A unique factor of this study is the outdoor components of the HUB location and the potential for their economic impact on the community. Field Study – Parks & Recreation Master Plan Update Ballard*King Pittsford, NY The Town of Pittsford hired B*K to complete an update to their parks and recreation master plan that focused on field allocation (rectangles and triangles). Specifically, B*K focused on existing usage and determining if the demand was exceeding the supply and if such a gap existed how the Town could best address it to meet community needs. Project Proposal 9 Methodology The project team is prepared to complete an economic impact and feasibility study for a multi-sport complex for the Town of Cortlandville. Our team specializes in completion of feasibility studies for a wide range of projects, including demographic analysis, economic impact, business and operational plan development, sports participation trends, venue programming and sports tourism. Our team's focus is to present the Town with unbiased, third-party recommendations about the options and demand for a proposed complex. Project Initiation: Our team can begin within two weeks of having a signed contract. Ideally, given the time of year the project would begin on January 1. During the kick-off meeting (in person or virtually) the team will confirm the project timeline, establish lines of communication, verify dates for public input, and confirm goals for the project. Upon completion of the kick-off meeting the team will develop a request for information that they will send to the town. Information Gathering: During the information gathering stage there will be multiple tasks being completed concurrently. The team will work with the Town to identify existing and future service areas. Those service areas will be used to identify key demographic characteristics and overlay participation data to determine market potential. At the same time the team will conduct an inventory of the Town and the region. This inventory will focus on existing facilities and the impact that they are having on one another’s operation. Additionally, the inventory will focus on the ability to increase the economic impact and the capacity for more. The final layer of data gathering with be a series of focus groups. Those focus groups will be with existing users of the current facility, operators of the current facility, elected officials, potential future users, and other groups that the consulting team and the Town determine would be beneficial to involve. Information Review: Prior to making recommendations to the Town the consulting team will review all information and provide summary documents to the Town. It is at this time that the team working with the Town can address any gaps. If no gaps are identified, the team will begin to make recommendations to the Town. If gaps are identified, the consulting team will work with the Town to develop a strategy to close them. Recommendations: As the team begins to make recommendations, they will take a layered approach. The first layer will focus on the existing facility and what the Town could do to enhance the economic impact of the existing facility. The second layer will recommend enhancements (renovation, expansions, etc.) of the existing facility, along with those that could be made in the community, to address market gaps and expand the economic impact. Final Report & Presentation of Findings: The project team will provide the Town with sections of the reports as data is being gathered, building the report over the course of the study. The final report will be available to the Town for review and editing. Subsequent to that review and editing period, the project team will present findings and recommendations to the client. Project Proposal 10 Fiscal and Economic Impact Analysis Based on the facility’s projected demand schedule and assumptions regarding origin of attendees, as well as the local and regional tax structure, Johnson Consulting will project the economic and fiscal impacts that will accrue in the market, specifically for the Town of Cortlandville, as a result of the operations at the potential facility. The analysis will consider direct spending impacts, and indirect and induced impacts, fiscal impacts, and local employment and income impacts based on standard multipliers of direct impacts. Johnson Consulting will evaluate the business case for the project’s development by preparing an economic and fiscal impact analysis, including the benefits from facility development during construction and from annual operations of the proposed facilities. The presentation of our economic and fiscal impact analysis will include the following: ƒBaseline Assumptions: Our model will develop variables for visitor spending, promoter spending, attendee origin, and other information. From our discussions with event managers and collection of secondary data, Johnson Consulting will have the necessary information on event attributes and attendee origin, attendee length of stay, percent of attendees who will likely stay overnight, and other significant variables. ƒDirect Spending Estimates: The analysis will estimate the direct spending of attendees and promoters for use in the projections. ƒFiscal Impact Analysis: The fiscal impact analysis will quantify what the local and state governments will receive from the development of the project. If applicable, we will estimate annual tax dollars returned to the state and local governments as a result of increased business activity and personal income associated with the construction and operation of the complex. ƒSupplier Business Profit: Leagues, restaurants, retailers, hotels and event organizers want to see what these facilities will offer in relation to their existing operations. We will quantify what the facilities will mean to these types of businesses, if they are built/upgraded. The economic impact analysis will also include a refined projection of the incremental number of annual room nights generated by the facility’s demand, based on event and attendee characteristics and the projected demand schedules. If the Client wishes to have justification for indirect and induced spending, we are experienced in using both RIMS and Implan, which are nationally recognized and generally accepted input-output models. Project Proposal Visual Illustration of Fiscal and Economic Impact Analysis SUBJECT PROJECT(S) OVERNIGHT ATTENDEES DAY-TRIP ATTENDEES OVERNIGHT OTHER VISITORS* DAY-TRIP OTHER VISITORS* AVERAGE DAILY SPENDING (BY RELEVANT CATEGORIES) DIRECT SPENDING DETAILED SPENDING BY SECTOR (TAX BASE) EFFECTIVE TAX RATES IMPLAN [MULTIPLIER RATES] NET DIRECT SPENDING INDIRECT SPENDING INDUCED SPENDING INCREASED EARNINGS EMPLOYMENT TAX REVENUES ECONOMIC IMPACT FISCAL IMPACT 11 Project Proposal 12 Work Recommendations The project team utilizes in-depth and comprehensive data and technology to analyze demographics, market demand, market gaps and over saturation, and evaluate sports trends and participation. The data points that the project team typically use are as follows. These data points, combined with the Town’s goals for the study, and B*K/Johnson’s years of project experience will form the cornerstone of the project and subsequent recommendations. ESRI – demographic analysis. The Business Online service utilizes 2020 Census data and demographers from ESRI forecast for 2023-2028. Also using consumer data ESRI provides Market Potential Index data and Spending Potential Index Data which can be cross- referenced with local, county, state, and national figures. National Sporting Goods Association (NSGA). The NSGA’s annual survey of how American’s spend their time provides a level of analysis that the consulting team can tailor to the demographics of the service area. This allows us to identify market potential and market gaps. Sports, Fitness, and Leisure Activities (SFIA). The SFIA also releases annual data that provides another layer of confidence as the project team begins to look at team sports. PROJECT TEAM – TYPICAL DATA POINTS Project Proposal 13 The following is a scope of services that the B*K/Johnson team has prescribed based on the RFP document and our familiarity with the project type. The project team welcomes the opportunity to further refine the scope of services based on the needs of the client. Project Kick-Off The project team would prescribe a virtual kick-off meeting for the project. During the kick- off meeting introductions would be made by all participating, along with further outlining each team member’s role. The project team will confirm the timeline for the project with the client and identify dates for focus groups and stakeholder meetings. Additionally, the project team would formalize lines of communication for the project and establish a OneDrive online site for the project to store documents that can be referenced by both team members and representatives from the Town. After the kick-off meeting the project team will make a formal information request of the Town. Information typically included is as follows: • Previous Planning Efforts (master plans, feasibility studies, etc.) • Operational Budget • Economic Impact Reports • Inventory of Hotel/Motel • Inventory of Restaurants To complete the scope of services prescribed in the RFP, the project team of B*K and Johnson Consulting would recommend that the tasks for the Facility and Existing Market Assessment and those for the Market Potential Study be intermingled. Demographic Assessment These factors become crucial in determining the potential for future participation. • Determine Service Area – this would be based on existing and future facility amenities. ◊ Primary ◊ Secondary ◊ Regional • Identify Key Demographic Indicators ◊ Median Age ◊ Median Income ◊ Household Budget Expenditures ◊ Recreation Spending Potential Index • Sports Participation Data – Specific to Service Area ◊ NSGA ◊ SFIA Alternative Service Providers To provide recommendations about the future of the 100-acre site, it is important to understand what is currently available in the market. • Identification of Providers • Amenities Included • Operational Structure • Usage (Weekday v. Weekend) • Economic Impact Potential Project Proposal 14 Trends Similar to alternative providers, this will allow the project team to share with the client where the industry is headed and how they can capitalize on opportunities. • Youth Sports Trends • Participation Trends • Facility Trends • Management Trends Infrastructure Assessment This will be focused on the Cortlandville area and will help the project team to determine if there is additional capacity within the current inventory, or if additional infrastructure investment will be required. This will focus on the following amenities: • Hotels • Restaurants • Attractions ◊ On-Site ◊ Off-Site • Site Access Focus Groups / Stakeholder Meetings The project team recommends conducting a series of focus groups and stakeholders over a two-day period. These meetings will help the project team understand the current and unmet demands in the community. The project team will customize the list of participants with the Town. Typical groups would include: • Youth Sports ◊ Rectangles ◊ Diamonds ◊ Indoor Courts • Elected Officials • Town Staff • Facility Operator • Hotel/Motel/Restaurant Owners and Operators Recommendation This section of the report will focus on the existing and future amenities. • Facility Recommendations – these will be focused on the existing facility and future amenities and how they might be used by the community and where they can expand the economic impact of the community. • Infrastructure Recommendations – these will be focused on the amenities in and around the community that will enhance the draw to the facility and increase the economic impact. Project Proposal 15 Impact Analysis Based on the recommendations the project team will create an impact report. This report will focus on the following areas. • Level of Investment Needed ◊ Facility ◊ Infrastructure • Operations of the Future Facility ◊ Staffing ◊ Commodities ◊ Contractual Obligations ◊ Capital Improvement Allocation • Revenue Generation of the Future Facility ◊ Programming ◊ Rentals ◊ Tournaments • Economic Impact ◊ Job Creation ◊ Hotel/Motel Nights ◊ Daily Spending ◊ Tax Spending Final Report The project team will create a final report from all data gathered. The report will be produced in Word and delivered to the client in Word and PDF format. Also included with the electronic submission of the final report will be raw data used in the creation of the document. The project team will work with the Town to identify day/time to present findings and recommendations to Council Members in person. Project Proposal 16 The way of success is the way of continuous pursuit of knowledge. - Napoleon Hill Project Management The Project Team will be led by Ballard*King and Associates (B*K) with Johnson Consulting (Johnson) as a sub-consultant. The Project Team will work in close partnership with the Town and the Cortland Regional Sports Council to ensure that milestones are met. The two firms form a strong partnership of mutual recognition and thoughtful analysis and discussion as a cornerstone. Resumes for key team members for both firms may be found on the following pages. 17 • Field Study Master Plan Update, Pittsford, NY • Brighton Community Center Feasibility Study, Brighton, NY • Irondequoit Community Recreation Center Feasibility Study, Rochester, NY • Evans Township Marina and Park Master Plan, Evans, NY (current project) • Concord Tournament Sports Complex Feasibility Study, Concord, CA • NetPlex Expansion & Operational Assessment Study, Amarillo, TX • HUB Feasibility Study & Economic Impact, St. Charles, MO PROFESSIONAL AFFILIATIONS Darin joined Ballard*King & Associates in 2007 after working with municipal, collegiate and private recreation agencies. During his time with B*K, Darin has completed master plans, feasibility studies, and operational assessments and provided operational and management solutions to numerous clients nationwide. PRESIDENT DARIN BARR EDUCATION MASTER OF ARTS IN PUBLIC ADMINISTRATION • State University of New York, Brockport BACHELOR OF SCIENCE IN PARKS, RECREATION & TOURISM • University of Missouri CONTACT Phone: Mobile (573) 673-6597 Email: darin@ballardking.com Web: www.BallardKing.com Darin’s passion for the parks and recreation industry has allowed him to successfully serve agencies nationwide. Darin utilizes a multi-layer approach when working on projects and believes in the importance of listening to stake holders, agency administration and staff members. A key part of his process is helping clients utilize statistical data and public input to understand the difference between needs and wants. Prior to joining B*K, Darin worked in the municipal, private, and university sectors, all within the parks and recreation industry. This broad background of practical, in-field and operational experience, combined with his experience as a consultant, helps shape the approach Darin brings to each project. He understands that each community and their goals are unique, as is the process by which they attain these goals. The end result is success and diversity in delivering parks and recreation services and programs, with solutions that are tailored to each community and agency. Darin’s client-focused approach, attention to detail, and depth of knowledge give clients comprehensive insight to help guide them through their projects. • National Intramural Recreational Sports Association • New York State Parks & Recreation Society • Missouri Park & Recreation Association • University of Missouri – Adjunct Faculty SELECT RELEVANT EXPERIENCE 18 • NetPlex Expansion & Operational Assessment Study, Amarillo, TX • HUB Feasibility Study & Economic Impact, St. Charles, MO • Waterloo Indoor Sports Complex Feasibility Study, Waterloo, IA • Parks & Recreation Master Plan, Woodstock, IL • Parks & Recreation Strategic Plan, Fort Wayne, IN SELECT RELEVANT EXPERIENCE PROFESSIONAL AFFILIATIONS SENIOR ASSOCIATE SCOTT CARON EDUCATION BACHELOR OF SCIENCE - PARKS, RECREATION & TOURISM • University of Missouri CERTIFIED PARKS & RECREATION PROFESSIONAL CONTACT Phone: cell (903)-353-1928 Email: scott@ballardking.com Web: www.BallardKing.com EXPERTISE FEASIBILITY STUDIES OPERATIONAL AUDITS PROGRAM ASSESSMENTS DATA ANALYSIS Scott began working with Ballard*King & Associates in 2017 and brings over 25 years of experience in parks and recreation. During his time with B*K, Scott has utilized in-depth data and analysis to guide clients through the master plan process. His involvement with projects includes feasibility studies, master plans and operational assessments. Prior to joining B*K, Scott has held several positions while working within a wide variety of different governance, from recreation commissions, park districts, and municipalities. As a Parks and Recreation Director, Scott has led the approval, design, and construction of projects in excess of $50 million and managed both indoor and outdoor facilities. Scott is enthusiastic about the assessment and planning process, both as a consultant and as a professional in the field. He understands the need to have a plan that provides a department the necessary information to guide their decision-making process and prioritization for the future. At the same time, he realizes importance of flexibility for a plan, so that it can adjust to changes. Scott brings a unique perspective to the master planning process in that he has implemented master plans. This firsthand implementation experience helps focus the recommendations he provides. Scott’s approach as a recreation professional and consultant melds analytical data with preferences and options. He recognizes decisions need to be made balancing needs and wants while taking into consideration organizational and political preferences. • MISSOURI PARKS & RECREATION ASSOCIATION • TEXAS RECREATION & PARKS SOCIETY • NATIONAL RECREATION & PARK ASSOCIATION • SPORTS EVENTS AND TOURISM ASSOCIATION Project Proposal 19 Charles is the founder of Johnson Consulting and a nationally recognized real estate and tourism consultant with over 36 years of experience in mixed-use real estate, conference center, hospitality, sports, and urban planning consulting fields. Charles has led the firm’s work on over 2,000 real estate, Tax Increment Financing (TIF), hotel and entertainment consulting assignments in the U.S. and abroad. Through his participation in various aspects of real estate development he has gained an extensive knowledge of the market and demand requirements for appropriate substantiation of funding and operations of a wide array of projects, with a focus on mixed-use projects. His widespread experience provides him with knowledge of industry best practices, as well as case studies to draw from when undertaking market and feasibility studies, economic and fiscal impact analyses, and tax increment projections for both public and private sector clients. This has earned him an international reputation among government entities, public agencies, not-for-profits, associations, developers and real estate professionals. Prior to forming Johnson Consulting, Charles was Director of KPMG Peat Marwick’s Convention, Sports and Hospitality Consulting practice. He worked with Laventhol and Horwath’s real estate consulting division and also worked as an employee at two other real estate development firms. He has served on numerous Urban Land Institute advisory panels related to strategic planning and redevelopment analysis. HIGHLIGHTED PROJECT EXPERIENCE ƒAll Sports Village - Market & Financial Feasibility & Economic Impact Study (Windsor Locks, CT) ƒNew York State Fairgrounds Expansion Study (Syracuse, NY) ƒKingsbridge National Ice Center Feasibility Study (New York, NY) ƒSports Tourism and Event Space Feasibility Study (Tuscaloosa, AL) ƒWiregrass Park Market and Financial Feasibility Study, Developer RFP Solicitations Management (Pasco County, FL) ƒIndoor Sports Facility Feasibility Study (Dearborn, MI) ƒIndoor Sports Complex Market and Financial Feasibility Analysis (Hammond, IN) ƒManagement Services for the Potential Cedar Fair Sports Complex (Sandusky, OH) ƒSports Tourism Marketing Strategy (St. Johns County, FL) ƒSports Market Business Strategy (Morgan Hill, CA) ƒSolicitation and Advisory Services for the Potential Indoor Sports Complex (Fox Cities, WI) ƒIndoor Youth Sports Feasibility and Market Assessment Study (Branson, MO) ƒSports Facility Feasibility & Pro Forma Study (City of Gainesville, FL) ƒNathan Benderson Park Feasibility Study (Sarasota, FL) AREAS OF EXPERTISE Real Estate Market and Finance Tourism Strategic Planning Hotel/ Mixed Use Development Developer Solicitation and Negotiation Economic and Fiscal Impact Analysis Tax Revenue Projections Convention Center Feasibility Analysis YEARS OF EXPERIENCE With CHJC: 27 Years With Other Firms: 13 Years EDUCATION MBA Finance-Florida State University BA- Real Estate & Hospitality- Florida State University PROFESSIONAL CONFER- ENCES & AFFILIATIONS International Association of Venue Managers (IAVM) Destination Management Association International (DMAI) International City/County Management Association (ICMA) International Economic Development Council (IEDC) Managers World Trade Centers Association (MWTCA) Urban Land Institute (ULI) PROJECT EXECUTIVE CHARLES H. JOHNSON IV PRESIDENT & CEO, JOHNSON CONSULTING Project Proposal 20 Brandon specializes in market and financial analysis for sports and entertainment facilities. Brandon provides analysis through experience with financial modeling, research, data analytics and industry best practices. He is also experienced in economic and fiscal impact analysis and has assisted cities and communities in their application for Tax Increment Financing (TIF) and/ or other public funding. Since joining Johnson Consulting in 2008, Brandon has completed over 100 sports facility feasibility studies, which has resulted in over $1 billion in successful sports venue developments. HIGHLIGHTED PROJECT EXPERIENCE ƒAll Sports Village - Market & Financial Feasibility & Economic Impact Study (Windsor Locks, CT) ƒKingsbridge National Ice Center Feasibility Study (New York, NY) ƒMarket & Feasibility Services for a USL Mixed-Use District (Pawtucket, RI) ƒSports Facility Feasibility & Pro Forma Study (City of Gainesville, FL) ƒWiregrass Park Market and Financial Feasibility Study, Developer RFP Solicitations Management (Pasco County, FL) ƒNathan Benderson Park Feasibility Study (Sarasota, FL) ƒCitrus County Sports Tourism Strategy (Citrus County, FL) ƒSports Tourism Marketing Strategy (St. Johns County, FL) ƒFeasibility Study, Business Plan Review, Comparable Facilities Analysis, Economic/Fiscal Impacts Analysis for a Sports Complex (Yakima, WA) ƒIndoor Sports Complex Market and Financial Feasibility Analysis (Hammond, IN) ƒIndoor Youth Sports Feasibility and Market Assessment Study (Branson, MO) ƒManagement Solicitation and Advisory Services for a New Indoor Sports Complex (Sandusky, OH) ƒSolicitation and Advisory Services for the Potential Indoor Sports Complex (Fox Cities, WI) ƒSports Complex Market Assessment and Financial Analysis (Homer Glen, IL) ƒSports Complex Market and Feasibility Study (Dearborn, MI) ƒSports Market Business Strategy (Morgan Hill, CA) ƒYouth Sports Market Assessment and Strategic Tourism Study (Monroe-West Monroe, LA) AREAS OF EXPERTISE Tourism Strategic Planning Real Estate Market and Finance Sports Facility Operations Sports Complex Development Economic and Fiscal Impact Analysis Tax Revenue Projections Naming Rights Valuations Business Management Business Development and Marketing Client Relations RFQ/RFP Solicitations YEARS OF EXPERIENCE With CHJC: 15 Years With Other Firms: 2 Years EDUCATION Business & Urban Planning– Arizona State University PROFESSIONAL CONFERENCES & AFFILIATIONS SportsETA International Association of Venue Managers (IAVM) Association of Luxury Suite Directors (ALSD) National Association of Collegiate Directors of Athletics (NACDA) Public Private Partnership Conference (P3C) Destinations International (DI) PROJECT MANAGER BRANDON DOWLING PRINCIPAL, JOHNSON CONSULTING Project Proposal Field Study Master Plan Update / Pittsford, NY The Town of Pittsford hired B*K to update their master plan, specific to fields, and review the feasibility study for their community center. Specific to fields B*K was tasked with determining the number of fields (practice v. competition) in the Town would support the surging growth in youth sports. B*K determined that the number of competition fields was sufficient, but the Town was lacking in practice availability. This lead to a successful bond initiative to re- invest in the Town’s inventory to make their inventory more multi-use and extend their playable season. Contact: Jessie Hollenbeck, Director of Recreation Town of Pittsford 585-248-6280 / hollenbeck@townofpittsford.org NetPlex Expansion & Operational Assessment Study Amarillo, TX The NetPlex is owned and operated by a private provider. They hired B*K to determine if the planned expansion of their facility would be financially sustainable and have a positive economic impact on the community. The existing facility included 6 indoor courts, and the proposed expansion would add an indoor competitive track, spectator seating, and court space in the interior of the track. Through market study and engagement of potential partners, B*K determine that the indoor track should not be pursued. From there the study morphed into an assessment of their current operation and how to ensure its financial viability. Contact: Chris Storm, President Sable Realty 406-425-2074 / chris@sablerealty.com Indoor Sports Complex Feasibility Study & Economic Impact Report / Waterloo, IA B*K was hired the Water Economic Development Corp. to complete a feasibility study on the addition of an indoor sports complex to the Waterloo market. The focus of the study was to determine what size of facility the market would support and if the community had the infrastructure to promote a positive economic impact. B*K guided the client through the process which included engaging existing providers and future operators. The client opted to increase the size of the recommended facility to maximize the economic input. Contact: Paul Huting, Leisure Services Director City of Waterloo 319-291-4370 / paul.huting@waterloo-ia.org References 21 Project Proposal The following is a list of projects that B*K has completed in the State of New York. • Brighton Ice Arena Feasibility Study, Buffalo, NY • Brighton Community Center Feasibility Study, Brighton, NY • Christopher Morley Park Master Plan, North Hills, NY • Clute Park Feasibility Study, Watkins Glen, NY • Evans Township Marina and Park Master Plan, Evans, NY (current project) • Hudson Valley Aquatic Center Feasibility Study, Newburg, NY • Irondequoit Community Recreation Center Feasibility Study, Rochester, NY • New Rochelle - Sports In Plex, New Rochelle, NY • Penfield Community Center Study, Penfield, NY • Perinton Community/Aquatic Center, Fairport, NY • Pittsford Parks & Recreation Master Plan Update & Feasibility Study Review, Pittsford, NY • Scarsdale Community Center Study, Scarsdale, NY • Scarsdale Aquatic Center Feasibility Study, Scarsdale, NY • Skaneateles YMCA & Community Center Feasibility Study, Skaneateles Falls, NY • Southampton Community Center Feasibility Study, Southampton, NY • The Salvation Army Ray & Joan Kroc Corps Community Center Feasibility Study, Staten Island, NY • Victor Community Center Study, Victor, NY The following are a list of recent sports focused projects that had elements of feasibility and economic impact. • Bridgeport Indoor Sports Complex Feasibility Study, Bridgeport, WV • Cape Girardeau Sportsplex, Cape Girardeau, MO • Cedar Valley Sportsplex, Waterloo, IA • City of Fulton Legends Rec-Plex, Fulton, MO • Commerce City Athletic Fields Study, Commerce City, CO • Concord Tournament Sports Complex Feasibility Study, Concord, CA • The Jenna Parlette Running Center, Wilmington, OH • Medina Sports Training Center, Medina, OH • New Jersey Tennis Center Feasibility Study, Princeton, NJ • Richardson/Spring Valley Athletic Association Sports Center Feasibility Study, Richardson, TX • Summit County Fieldhouse Feasibility Study, Frisco, CO • Virginia Beach Field Allocation Study, Virginia Beach, VA • Waterloo Indoor Sports Complex Feasibility Study, Waterloo, IA 22 KNIC Properties engaged Johnson Consulting to conduct a market and financial feasibility study for a proposed state-of-the- art 750,000 square foot sports and entertainment facility, with the focus being a 5,500-seat ice arena, surrounded by eight additional NHL/Olympic sheets of ice at the Kingsbridge Armory in the Bronx, NY. The project is intended to be the largest ice complex in the United States and will become a national and international destination for ice hockey, figure skating, synchronized, skating, speed skating, curling, and sled hockey among many other sports and uses. To perform this study, the demographics of The Bronx were analyzed in comparison to New York City, the state of New York, the United States, and within a 30-minute, 1.5-hour, and 4-hour drive time from the site – the likely distances for local, regional, and larger regional/national youth sports tournaments. Johnson Consulting also performed a detailed supply and demand analysis, identifying every rink within a 1-hour drive of the proposed site, as well complexes with three or more rinks within 4-hours of the proposed site. To gauge future demand, Johnson Consulting examined the current list of letters of intent (LOI’s) and provided a more detailed list of potential tournament rights holders, local and regional organizations, high schools, and higher education institutions that the KNIC team should be targeting moving forward. This work was a large portion of the basis of Johnson Consulting’s demand, financial, and economic and fiscal impact assumptions. PROJECT HIGHLIGHTS ⊲Demographic and Socioeconomic Analysis ⊲Competitive Set Analysis ⊲Participation Trends and Comparable Market Analysis ⊲Facility Program Recommendations ⊲Demand Projections ⊲Financial Review and Confirmation ⊲Economic and Fiscal Impact KINGSBRIDGE ARMORY BRONX, NEW YORK Project Proposal 23 24 Johnson Consulting was retained by the JABS Sports Management, LLC to conduct a Market Feasibility & Economic Impact Study for the proposed All Sports Village in Windsor Locks, Connecticut. The study aimed to foster the ability of the development’s owners and operators, as well as the community of Windsor Locks, to make informed decisions regarding the development and continuing operation of the proposed development. Broadly, the objective of this study was to answer the following questions: ƒWhat is the local market’s potential capacity to support the new project? ƒWhat can broader industry trends and specific case studies offer in terms of best practices for the proposed project? ƒHow could the project operate from a demand and financial perspective? ƒWhat economic and fiscal impacts could be generated by the project? PROJECT HIGHLIGHTS ⊲Market Analysis ⊲Case Studies ⊲Demand and Financial Analysis ⊲Economic and Fiscal Impact Projections ALL SPORTS VILLAGE - MARKET AND FINANCIAL FEASIBILITY & ECONOMIC IMPACT STUDY WINDSOR LOCKS, CONNECTICUT Project Proposal The City of Gainesville retained Johnson Consulting to analyze the addition of a sports facility and/or fieldhouse, expansion of the Martin Luther King, Jr. Recreation Center, Citizens Multipurpose Fields, as well as investigate upgrades for Citizens Field Stadium. Johnson Consulting is providing a market, feasibility, and economic impact study for the proposed multi-sport indoor/ outdoor facility, the proposed stadium, and potential ice facility. The study will provide projections of demand for indoor and outdoor space that will result in new overnight transient visitors, and recommendations of what sports and events (sporting and non-sporting) have the most potential for facility revenue, overnight visitors and overall economic impact, projected direct and indirect rate of return for each opportunity including economic impact and the ability for the current market to support such a facility with projected trends in demand. PROJECT HIGHLIGHTS ⊲Demographic & Socioeconomic Analysis ⊲Community Outreach Plan ⊲Competitive Set Analysis ⊲Participation Trends & Comparable Market Analysis ⊲User & Gap Analysis ⊲Facility Program Recommendations ⊲Demand Projections ⊲Pro Forma Preparation ⊲Fiscal & Economic Impact Analysis SPORTS FACILITY FEASIBILITY & PRO FORMA STUDY CITY OF GAINESVILLE, FLORIDA 25 26 Johnson Consulting was engaged by the Warren County Convention and Visitors Bureau to analyze the development of a sports and entertainment complex in Warren County. Warren County is located in southwestern Ohio, halfway between Cincinnati and Dayton. It is home to several small cities, villages, and townships and has approximately 158,000 residents. However, as Warren County is part of the tri-state, 15-county Cincinnati-Middletown, OH-KY-IN Metropolitan Statistical Area (MSA), the market area’s total population comprises approximately two million people. As evident by the drawing power of Paramount’s Kings Island, Warren County draws from a population base that extends well beyond the metropolitan area. Designed for regional youth competitions, the initial concept related to an 80-acre complex featuring an indoor fieldhouse and an outdoor area that includes a multitude of sports facilities, playing fields, entertainment attractions, and other support amenities, with particular focus on amateur sports events. Phase 1 of our analysis included market, demand, financial, economic impact, and site analyses. Our subsequent Phase 2 analysis included a more in depth site review, cost estimates, updated financials, and phasing options, working in partnership with an architectural firm. PROJECT HIGHLIGHTS ⊲Sports complex with amateur event focus ⊲Facility programming and offerings ⊲Demand and financial projections ⊲Economic impact analysis SPORT AND ENTERTAINMENT COMPLEX WARREN COUNTY, OHIO Project Proposal A plan is what, a schedule is when. It takes both a plan and a schedule to get things done. - Peter Turla Schedule/Project Timeline Based upon the RFP, the Project Team understands the client would like the project completed in six months. The timeline below correlates to the scope of services. The Project Team is willing to adjust the timeline and scope to meet the client's needs. Project Initiation.Development of Impact Analysis. The project team will conduct data collection and analysis and be on-site during this time period. Final Report and Presentation. January 2024 May 2024 February-March 2024 June 2024 Jan 2024 Feb 2024 March 2024 April 2024 May 2024 June 2024 Recommendation development. April 2024 27