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Lions Head Redevelopment Plan
LionsHead Parking Structure Redevelopmentഀ The Open Hospitality Partners & Hillwood Capital [Open I Hillwood] Partnershipഀ OHP response to Staff Memo of December 07, 2006ഀ January 05, 2007ഀ OPqNഀ HOSPITALITY PARTNERSഀ January 5, 2007ഀ Mr. Russell Forest, Directorഀ Department of Community Developmentഀ Town of Vailഀ 75 South Frontage Roadഀ Vail, CO 81657ഀ RE: Lionshead Parking Structure RFP/Response to Town's 12/7/06 letterഀ Dear Russ:ഀ Thank you for your letter outlining the staff's questions about our proposal forഀ the redevelopment of the Lionshead Parking Structure. This letter provides anഀ overview of refinements we have made to our proposal since our Phase II,ഀ September 29th submittal. Accompanying this letter you will find an attachmentഀ which includes a detailed response to each of the questions raised in yourഀ December 7th letter. In addition, exhibits, spreadsheets and other informationഀ have also been provided as necessary in order to respond to your questions.ഀ Our Approach to this Projectഀ The Open/Hillwood Partnership embarked on this process with a handful ofഀ "guiding principles" that we believe are critical to the success of the project.ഀ These principles included:ഀ Design Qualitഀ With all of our projects we strive for a very high quality of design andഀ execution, and this project is no different. We will comply with the overallഀ vision and the design and development parameters as outlined by theഀ Lionshead Redevelopment Master Plan. We are also excited to further theഀ concept of "One Vail/One Town" that has evolved during Vail's recentഀ renaissance.ഀ Integration of Uses and Public Accessഀ The Lionshead Parking Garage is a large parcel of very strategicallyഀ located land. It represents a significant opportunity to reinforce "One Vail",ഀ to bridge the gap between Lionshead and Vail Village. The parking garageഀ is also a publicly-owned piece of ground.ഀ (continued)ഀ Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ r.ഀ OFINഀ HOSPITALITY PARTNERSഀ It is essential that the public's access and use of the site be a majorഀ influence in the design of the project. As evident by how our new retailഀ streets interface with East Lionshead Circle, how the transit center isഀ integral with the entire project, or how our pedestrian flow invites the publicഀ into the project, we believe that this project must be woven into theഀ fabric of Vail and in doing so be inviting to the community.ഀ Design Solutions for all Usersഀ The project will accommodate a wide variety of users, each with differentഀ needs and desires. Our goal has been to first identify these user groupsഀ and design a project that will give them a world class experience. Whetherഀ the user is a guest at the St. Regis, a day-skier from Denver or an ECO busഀ rider, our objective is the same - give them all what they need to enjoy theirഀ experience in Vail.ഀ Listen to our Partners and the Communityഀ Going into this process we had our ideas about what this project could be.ഀ Over the years however, we have learned that only with collaboration andഀ communication with our partners and with the community will we get theഀ very best results. By way of example, early on in this process we heardഀ "live beds, live beds, and live beds". Our response was to deliver 250 hotelഀ rooms and not just the W, but the St. Regis as well. Later in the processഀ we heard "give us a break". Our response was to modify our schedule toഀ not start construction until 2009.ഀ Regardless of whatever the final development program be end up being orഀ wherever the final design may lead us, we continue to subscribe to theseഀ fundamental guiding principles as we work with the Town and communityഀ through this selection process.ഀ Refinements to our Planഀ It is in the context of "listening and responding" to the community and the Townഀ that we introduce a significant refinement to our proposal. Over the past fewഀ months we have heard many very positive comments to our proposal - be itഀ excitement over the idea of both, the W and St. Regis coming to Vail, theഀ enclosed transit center and grand arrival to Lionshead, or the architecture andഀ overall design of the project. We have also heard the question -ഀ "Does the Town really need a cultural center or would we be better servedഀ with a conference center?"ഀ (continued)ഀ Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ Iഀ 1 9ഀ OPqNഀ HOSPITALITY PARTNERSഀ As excited as we were about the cultural center, we listened and based on whatഀ we have heard revised our plans. In lieu of the cultural center we are nowഀ proposing a conference center with a gross size of 34,150 square feet. Thisഀ includes a 17,500 square foot main ballroom, 8,000 square feet of pre-functionഀ space and 8,650 square feet of BOH.ഀ A second comment we have heard repeatedly would clearly be the mostഀ important component of this project -ഀ "parking, parking, parking and parking"ഀ 140ഀ [Iഀ I*ഀ 19ഀ [Iഀ The change from a cultural center to a conference center has presented anഀ exciting opportunity. Due to the stage and seating design the cultural centerഀ required a very high volume of space. The change to a conference centerഀ made a large area available for some alternative use. We heard "parking", weഀ listened. As a result we have been able to increase the total number of parkingഀ spaces to 2,044. Of these, 1,689 will be available for public use. This is a 47%ഀ increase to the public parking currently available in the Lionshead Parkingഀ Structure.ഀ We are extremely excited about what these changes mean to this project -ഀ because it is something we believe the community wants and it is something weഀ can deliver.ഀ The Open/Hillwood Proposalഀ Our proposal starts with fulfilling a very basic need of the Town - that is toഀ replace an aging parking facility. This project, however, goes far beyond justഀ parking cars - it deals with broader questions of how you can create anഀ "inviting, light and airy parking facility; how you can create a dramatic, excitingഀ sense of arrival to Lionshead; how you can provide a warm, sheltered facility forഀ transit uses; how you can create an energized street experience along Eastഀ Lionshead Circle;ഀ Our goal is not just to build a project, it is to create a place that will serve theഀ needs of the community for years to come and do so in a well designed, high-ഀ quality manner. One of our goals is to always be aligned with the community inഀ which we are developing. To that end, and as stated in our last meeting withഀ the Town Council, our team is committing $200,000,000 of equity capital toഀ make this vision a reality. This equity commitment truly aligns our interests withഀ the town's interest. Our design team is intimately familiar with Vail, they knowഀ the players, they know the community, they know how to take these pieces andഀ integrate them so they become a "place":ഀ (continued)ഀ Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ r•ഀ OPENഀ HOSPITALITY PARTNERSഀ Public Parkingഀ A 2,044 space parking garage, of which 1,689 are available for public useഀ is the simple answer to the parking solution. Our design reflects muchഀ more - "express lane access", natural light, high ceilings, improvedഀ wayfinding and vastly improved entry/ exiting times will make the parkingഀ experience an efficient and enjoyable one.ഀ Transit Centerഀ A transit center must be more than just a large bus stop on the side of theഀ road. Our enclosed, light-filled transit center will keep ECO and Townഀ shuttle riders dry and warm and will provide a welcome arrival to Lionsheadഀ The Brandsഀ The W and the St. Regis, two of the finest hotel brands in the world willഀ bring lodging opportunities currently not available in Vail. 250 rooms ofഀ "live" beds would be the largest new hotel development in Vail in over 20ഀ years.ഀ Conference Centerഀ The facility the Town has long been looking for will anchor the Civic Centerഀ at the eastern end of the project, within the town's Civic Hub.ഀ A New Retail / Pedestrian Streetഀ Retail and restaurant uses will create an exciting new pedestrian corridorഀ along East Meadow Drive.ഀ Frontage Roadഀ The Frontage Road will be improved from East Lionshead Circle to theഀ Main Vail Roundabout.ഀ We trust this response has answered all of the questions you have raised.ഀ Thank you and the rest of the Town staff for your efforts to facilitate thisഀ process. Please do not hesitate to contact us with any further questions orഀ comments. We look forward to seeing you soon as the Town moves forwardഀ with their decision making process.ഀ Sincerelv.ഀ P !tഀ Mark L. Masinterഀ (on behalf of the Open Hillwood Partnership)ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ F*I*ഀ 4240ഀ narrative responsesഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ I•ഀ Town of Vail/Lionshead Parking Structure RFPഀ Response to December 7, 2006 Staff Questionsഀ Open Hospital ity/HilWoodഀ 1) Clarify your civic center proposals by:ഀ A) Provide floor plans at 1:50 scale on the civic center space with crossഀ sections to show floor plate heights.ഀ Response:ഀ Conference center plans are depicted on Exhibits A.01-A.05. The gross squareഀ footage of the center is 34,150. This includes a main ballroom of 17,500 squareഀ feet, pre-function space of 8,000 square feet and 8,650 square feet of BOH.ഀ Cross-sections demonstrate a floor to ceiling height of 24'ഀ It is important to note that both the W and the St. Regis have there ownഀ dedicated meeting room spaces of 6, 000 square feet each. This results in aഀ total gross meeting room/conference space throughout the project of 46,100ഀ square feet.ഀ B) Describe in a narrative the uses that could occur in this space along with theഀ number of people that could sit, stand, and eat in the space. Provide a floorഀ plan on how this space could be divided.ഀ Response:ഀ The range of uses that could be accommodated in the conference space isഀ likely identical to the utilization anticipated for the Town's conference centerഀ proposal. The main ballroom space will be divisible in a wide variety of ways,ഀ ranging from an intimate meeting of 10 people to a single conference gatheringഀ of 2,500. The main ballroom could accommodate approximately 1,100 peopleഀ for a sit-down banquet.ഀ C) Provide floor plans with how people would move from the hotel spaces andഀ meeting spaces to the civic center space. Describe how food would beഀ transported from kitchens to the civic center space.ഀ Response:ഀ Exhibits B.01-B. 03 provides a conceptual indication of how uses andഀ operational aspects of the conference center would be handled. It should beഀ noted, however, that we are at a very conceptual stage of design and as designഀ work progresses to circulation and the location of specific uses will be refined.ഀ Notwithstanding the above, the design team recognizes the importance of howഀ the hotels integrate with the conference center space and that this is anഀ absolute necessity to ensure an efficient and effective operation.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ A&ഀ r.ഀ (Response 1.C):ഀ Similar to the Arrabelle, all service to the conference center will beഀ underground. A dedicated, underground loading bay will be providedഀ immediately adjacent to the center. Food will be transported from the Wഀ kitchens through a service elevator from the Porte Cochere level, down to theഀ G2 level and immediately into the BOH conference center spaces. Guests andഀ users of the conference center can flow easily between hotels and the centerഀ within indoor, protected corridors at the G 1 level.ഀ D) Identify who would own, operate, and manage the civic center space.ഀ Response:ഀ It is anticipated that the Metro District will own the Conference Center and that itഀ will be operated by the W Hotel (likely as a specialized group/sub-entity in orderഀ to streamline and simplify the booking process) and funded by the Hotel owner.ഀ E) Document how the civic center operations would be funded. What is theഀ anticipated operational deficit for the civic center and how would that deficit beഀ paid?ഀ Response:ഀ The Hotel Owner in conjunction with the Metro District will fund the Conferenceഀ Center. Any operational deficits will be funded either by the Hotel Owner or byഀ Metro District Tax Revenues. The Town of Vail will not be responsible for anyഀ deficits related to the Conference Center.ഀ F) Identify the number of anticipated incremental guest nights that would beഀ generated by the civic center. You mentioned it should operate the same as theഀ proposed Vail Conference Center but with a full stage fly. The proposed Vailഀ conference center had 25,000-30,000 sq. feet of ballroom and another 15,000ഀ sq. feet of break-out space. Would this proposal have the same functionalityഀ and financial performance as that proposal?ഀ Response:ഀ Since we have modified our prior Civic Center plan to now constitute aഀ conventional Conference Center, we believe it is appropriate to defer to theഀ previously produced HVS study prepared for the Town of Vail which analyzedഀ the incremental guest nights and financial performance of a proposedഀ conference center in detail. Adjusted for size, we would expect to perform atഀ least as well as those estimates.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r1ഀ Cഀ G) To what extent would this space be available for community events (publicഀ meeting, special event, Christmas ball etc.)?ഀ Response:ഀ This is a publicly owned facility and therefore will be available for communityഀ events. The conference center's availability, fees, etc. would be negotiated withഀ the Town at some point in the future.ഀ H) How would your civic center proposal affect the performance of the Villarഀ Center?ഀ Response:ഀ With the change to a conference center there will be no affect on the Villarഀ Center.ഀ 1) Your plans have a large void underneath the porte cochere turnaround. Itഀ appears to be approximately 18,000 SF and with a floor to ceiling height ofഀ close to 16 feet what is this area? Could this area be used for a significant ballഀ room area considering that both the W and St Regis meeting rooms and theirഀ respective back of houses are adjacent?ഀ Response:ഀ While there is in fact a void space below the porte cochere, this area has limitedഀ floor to ceiling height of 11' An additional excavation of 8-10' would be requiredഀ to provide the long span construction and clear volume requirements forഀ conference space. Given the change from a cultural center to a conferenceഀ center coupled with the meeting rooms associated with each hotel, there is noഀ need to pursue the use of this space for conference facilities.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ M-1ഀ 1 -ഀ 2) Describe how dwelling units will be rented or placed in a rental pool. Toഀ what extent of units in the rental pool) will dwelling units be rented and whatഀ documentation do you have to demonstrate that they be rented?ഀ Response:ഀ Our fundamental approach to this project has been to provide a fully integratedഀ design solution - this is evident in how the transit center is integrated into theഀ parking structure, how the retail components integrate with the public streets,ഀ and how the for-sale condominiums are integrated into the hotel buildings. Aഀ conscious decision was made to merge residential and lodging uses into theഀ same buildings, primarily for reasons of efficiencies and logistics. This willഀ encourage owners to participate in managed rental programs. While we cannotഀ mandate owners do so, we share the Town's interest in having as manyഀ condominiums in the rental program as possible.ഀ It is very difficult to accurately estimate the percentage of condominium unitsഀ that will participate in a rental program and as such we are reluctant to quantifyഀ what we think this level of participation will be. In running revenue projections,ഀ we would encourage the town to apply the same percentage of participation toഀ both proposals.ഀ The rental program will either be operated by the Hotel operators or by a 3rdഀ party, which will be approved by the Hotel operators. The rental program will beഀ made available to all condo owners.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ 3) Do you have an estimate of the annual operating costs associated with theഀ indoor transit center? Is this center modeled on any other existing transitഀ centers?ഀ Response:ഀ We have not estimated annual operating costs associated with the indoorഀ transit center. We would suspect, however, that costs would not be appreciablyഀ different from an open-air transit center. Both need to be cleaned, both needഀ lighting, both need some staff for operations. While the indoor center willഀ require ventilation and the outdoor facility will not, the outdoor facility will requireഀ snow removal or a heat system while the indoor center will not.ഀ 42140 and OZ Architecture have completed the design of an indoor transitഀ center in Snowmass. This facility is an element of the new Snowmass Baseഀ Village parking garage and is currently under construction. This in itself isഀ notable - one of Vail's primary competitors has embraced the merits of anഀ indoor transit center. The transit center proposed for Lionshead shares aഀ number of features with the Snowmass design so in some respects it wasഀ "modeled" after the Snowmass center.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r•ഀ 4) The Town will not accept late completion or delivery (certificate ofഀ occupancy) of the parking structure by the first winter season after constructionഀ commences (December 1, 2009 as proposed). What guarantee can youഀ provide that completion will occur on this date?ഀ Response:ഀ We would assume that the question of "completion guarantees" is driven by theഀ concern of public parking availability, particularly during the ski season.ഀ Specifically, it has been made very clear by Vail Resorts and others that at noഀ time during the construction of this project can the Town be at risk of havingഀ fewer public parking spaces in Lionshead than exist today. Two steps haveഀ been suggested to ensure this - the initial demolition of the existing Lionsheadഀ Parking Structure will leave approximately 400 spaces in place for use duringഀ the first summer season after construction starts, and new parking (presumableഀ West Lionshead) must be in place prior to demolition of the Lionshead Parkingഀ Structure. Open/Hillwood has gone on record as understanding and supportingഀ these conditions and believe that they provide the assurances needed for theഀ Town, Vail Resorts, Lionshead merchants and the community that parking willഀ be available during the development of this project.ഀ In addition to what is outlined above, Hillwood will provide all reasonableഀ guarantees necessary to provide comfort to the town in this regard.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r•ഀ 5) The Town would like to maximize the amount of TIF funding that is availableഀ for other public improvements. Can public financing be used more creatively toഀ create more public benefit? Can you increase your General Improvementഀ District mill levy and reduce your reliance on TIF?ഀ Response:ഀ Though incremental taxes at a Metro District level would negatively impact theഀ valuation and cash flow of the owner-held commercial assets of the project, weഀ are prepared to use only 50% of the expected future TIF with the remainingഀ revenues available for discretionary use by the Town of Vail. Based onഀ estimates of property valuations in today's dollars, these revenues shouldഀ amount to roughly $2,000,000 annually upon stabilization.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ r 1ഀ 6) Clarify where your housing would be located (on and off site) and how itഀ would be configured (number of units, size of units, number of beds).ഀ Response:ഀ Exhibit C.01 depicts approximately 7,350 square feet of on-site employeeഀ housing. While it is premature to delineate the precise manner in which thisഀ space will be configured at this stage in the design process, we are assumingഀ that this space will be designed to utilize approximately 350 sq. ft. per pillow.ഀ This would result in approximately 21 on-site employees. The remainingഀ employee housing requirement would be satisfied off-site, but is assumed thatഀ the same ratio of 350 sq. ft. per pillow will be used.ഀ Since the agreement between the Town of Vail and Corum Real Estate Groupഀ was terminated, we have been in dialogue with Vail Resorts to develop aഀ solution for the redevelopment of Timber Ridge. Based on our most recentഀ conversation with Vail Resorts we are confident that we can develop a solutionഀ that will satisfy all constituents in this matter and should be able to formallyഀ submit our solution by the end of January. This solution would satisfy ourഀ remaining employee housing needs.ഀ • 4240 Donshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ •ഀ Mഀ 7) In your current proposal you are proposing to provide some of yourഀ additional parking off-site. Identify the site this parking would be located. Theഀ Town Council was most interested in getting parking spaces versus taking aഀ pay-in-lieu payment for parking.ഀ Response:ഀ The idea of off-site parking evolved as a result of changes that were made toഀ our overall parking plan between our initial proposal and our "second phase"ഀ submittal. The total number of spaces reflected in our current proposal nowഀ exceeds the number in our original proposal, hence there is no longer a need toഀ pursue off-site spaces.ഀ A total of 2,044 parking spaces are now proposed. The allocation of theseഀ spaces is as follows:ഀ 355 spaces: "Private parking" required by zoning (hotels and related uses,ഀ condominiums, FFU's, employee housing.ഀ 1,150 spaces: "Public parking" to replace existing parking spaces.ഀ 282 spaces: "Public parking", new spaces not required by zoning for otherഀ uses within the project.ഀ 257 spaces: "Public parking" as per zoning requirements for retail, restaurant,ഀ conference center and other uses within the project.ഀ 2,044 spaces: Total number of spaces provided by the project.ഀ The 355 "private parking" spaces will be managed by the hotels. These spacesഀ will not be open to the public unless accessed via valet services provided by theഀ hotels. 1, 689 remaining spaces will be open and available to the public for anyഀ use. While a small portion of these spaces are required by zoning for on-siteഀ uses such as retail and the conference center, there are no plans to assign orഀ restrict the use of these spaces to specific users. This means that each of theഀ 1,689 spaces will be accessible to any "public parker", be they a day skierഀ from Denver, a local from Edwards or East Vail, someone shopping within theഀ project or someone going to Lionshead for lunch. This increased number ofഀ publicly available parking spaces reflects a 47% increase over existingഀ parking at the Lionshead Parking Structure.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ •ഀ •ഀ •ഀ •ഀ •ഀ 8) We have concerns with the public improvements estimates. First all costഀ should be in today's dollars. Please provide all your estimates in today's dollarsഀ and the selling price and ADR in today's dollars.ഀ Response:ഀ As requested, all cost estimates described herein or shown in the exhibits areഀ shown in today's dollars. Attached in Exhibit H.01 is a breakdown of costഀ estimates attributable to public improvements.ഀ Specific questions include:ഀ A) Your site plans do not seem to correspond to your square footage on roadഀ improvements. We also question whether your plans correspond to theഀ approved Frontage Road plans for the Town of Vail Conference Center. Pleaseഀ verify your site plan and road and pedestrian improvements calculation. Also,ഀ clarify whether the East Lionshead Circle plans are included in your publicഀ improvements. The Town believes that this is a critical pedestrian connectionഀ which must be improved with the redevelopment of the Lionshead Parkingഀ structure.ഀ Response:ഀ Please refer to Exhibit E.01 - E.04. We have revised the graphic illustrations toഀ more clearly delineate the square footage allocations to match the format ofഀ Tab 5 in the Town spreadsheet. Cost allocations for these variousഀ improvements have been coordinated to match the square footages provided.ഀ We agree that some level of improvement to East Lionshead Circle isഀ warranted in order to "connect" streetscape improvements between Lionsheadഀ and this project. We will work with the Town on the overall design and fundingഀ for improvements to this area during the entitlement process.ഀ B) Please provide estimated unit quantities and costs associated with theഀ construction and development of parking, road and pedestrian improvements,ഀ and the other public uses.ഀ Response:ഀ Please refer to Exhibits G.01-G. 02 for unit quantities and cost breakdowns forഀ proposed public improvements associated with the Frontage Road, pedestrianഀ circulation, Parking Structure, Transit Center, and Conference Centerഀ improvements.ഀ 4240ഀ bonshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r.ഀ C) You state the estimate is for the work on the URS 30 % CDOT plans on theഀ engineering Ftp site (ftp://www.vailgov.com/Tom Kassmel). This is a muchഀ larger area of the frontage road than what has been shown on your submittals.ഀ Your plans do not have the extent of width for this area as what are in theഀ plans. You have also stated that the you have enhanced the quality of finish ofഀ the work, please elaborate. It is the desire of the town that the extent of theഀ roadway improvements cover this area. We want to be sure that your estimateഀ covers the scope of the work and you are comfortable agreeing to this fullഀ extent to the detail shown in the URS plans. In addition we want to be sure youഀ have the necessary costs of the roundabouts and understand the approachഀ grades of roundabouts to ensure their appropriate operation. You have the costഀ of the all the roundabout work in your estimates including design costsഀ Response:ഀ Our estimate includes the scope and detail shown on the URS 30% CDOTഀ plans. Please refer to Exhibit E. 05. We have revised our scope of the Southഀ Frontage Road (SFR) improvements to include an additional 51,090sf of newഀ SFR. Our previous scope of improvements comprised 99, 500sf. Our new totalഀ improvements of 150, 590sf SFR replacement and improvements extend eastഀ from a new roundabout at the intersection of SFR & East LionsHead Circle allഀ the way to the Main Vail Roundabout. Please refer to Exhibit G.01 for furtherഀ cost breakdowns for roadway improvements.ഀ Reference to "enhanced quality of work" means our cost estimates, even at theഀ very conceptual stage, assume the use of decorative pavers, cross-walks, heatഀ systems, decorative street lights and other streetscape finishes.ഀ D) It is critical that the transit buses be able to turn left out of the garage and goഀ west. It would also be desirable to allow others to turn left as well. Include aഀ roundabout at this intersection to accomplish this. All costs of the roundaboutഀ need to be included in the assumptions.ഀ Response:ഀ A roundabout in this location would prompt a major re-design of the project andഀ as such we have not revised our plans to show a roundabout at the east entryഀ to the parking garage. At the conceptual stage of design that we are currentlyഀ in, we believe that it is premature to re-design the project to accommodate anഀ improvement that may or may not be necessary.ഀ We do, however, appreciate your concern that buses be able to make a left turnഀ onto the Frontage Road. We would suggest that during the entitlement processഀ we assess the operational characteristics of this intersection and if itsഀ determined that a roundabout is necessary we will pursue the design of theഀ roundabout at that time.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r1ഀ r.ഀ G) We have concerns with the steep grades into the parking structure from theഀ frontage road and East Lionshead Circle. Have your parking and trafficഀ engineer's comment on the operational entry/exit efficiency with transactions onഀ these grades. Placing a roundabout at the east end will affect the grades areഀ their alternatives to lessen the grade?ഀ Response:ഀ We have consulted with Walker Parking Consultants on the ramp design andഀ have revised the parking structure entry / exit to address Town of Vail concerns.ഀ Please refer to Exhibit F.01 for the revised ramp design. Walker Parkingഀ Consultants response to new design as follows,ഀ "The sketch you sent of the vehicle entry/exit area looks quite reasonable.ഀ Walker Parking Consultants generally recommends the area where drivers stopഀ to pull a ticket or pay their parking fee be on a slope not exceeding 2%. Yourഀ proposal of a flat zone at the parking equipment is as good as it gets. Yourഀ proposed 4% transition zones in the queuing areas either side of the equipmentഀ are also quite comfortable, especially given the entire paved area will haveഀ snow melt protection and will be partially under cover. Keeping the main rampഀ slope in the 11 % to 12% range also provides a high level of service comparedഀ to many speed ramps we see at 15% or higher. All in all I think the town will beഀ quite pleased with how the entry/exit and speed ramp will operate. As theഀ design continues to evolve, we will continue to make every possibleഀ improvement to provide the absolute best project for the town and the garageഀ users. "ഀ We are confident that as these designs progress we can satisfy the Town'sഀ objectives regarding these rampsഀ H) Please show on a site map and floor plans what areas you feel are theഀ town's to maintain and what are the projects to maintain with regard toഀ landscaping, pedestrian areas, heat operation etc.ഀ Response:ഀ It is anticipated that the Town shall be responsible to maintain the publicഀ parking facility, the Transportation Hub including bus drop-off and drive aisles,ഀ the public sidewalk along the North and West sides of the site, the pedestrianഀ walking surfaces along East LionsHead Circle level retail street. The upperഀ retail street, the porte cochere and all landscaping and hardscaping associatedഀ with the Hotels shall be maintained by the developer. Given the project'sഀ conceptual level of design, we have not prepared a graphic of these areas. Aഀ more appropriate time to do so would be after the design is further along andഀ after we have had substantive conversations with the Town regarding this topic.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ A&ഀ r.ഀ J) The shared costs you have provided for public and private uses is thisഀ based on only the difference between shared cost of parking and how that isഀ divided between public and private or does it include other uses as well, And ifഀ so how? In your detailed cost estimates provide clarifications to areas ofഀ shared costs.ഀ Response:ഀ We have revised worksheet 2, see Exhibit H.02 for the modifications made toഀ the proposal. The Demolition, Shoring & Dewatering and the Excavation &ഀ Grading costs are allocated based on square footage between the public andഀ private uses of the garage. The other shared costs are allocated based onഀ actual budgeted costs relating to the individual project components (e.g. Tapഀ Fees are calculated per guidance from the Water District based on applicableഀ square footages of the public and private uses - thus there is minimal privateഀ allocation of this cost).ഀ K) In your worksheet 4 (in your excel spreadsheet on project costs) it isഀ mentioned that the cost of the loading and delivery cost is included in the costഀ of the garage. It appears the cost of the garage is allocated based on requiredഀ parking spaces, the cost of the loading and delivery is embedded in the cost ofഀ a parking space and is proportioned by the number of spaces. This cost shouldഀ not be included in the public cost of parking.ഀ Response:ഀ The development costs of non-parking related areas within the garage (i.e.ഀ loading/unloading, Ecobus areas etc.) have been reallocated to more accuratelyഀ correspond to the use of these areas. As shown in the comments field of theഀ attached revised Worksheet 6, see Exhibit H.03 approximately 33k SF of suchഀ area has been reallocated.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ r 1ഀ 9) Please provide any other narratives or plans to explain any otherഀ clarifications or changes to your proposals as the result of the input you haveഀ received from the Town Council, staff and/or the community.ഀ Response:ഀ Please refer to cover letter for project summary including all revisions toഀ previously proposed Phase Submittal.ഀ 4240ഀ Lionshead Parking Structure Redevelopment The Open I Hillwood Partnershipഀ 7100ഀ exhibits to followഀ • 424 0 Lionshead Parking Structure Redevelopment The Open Hillwood Partnershipഀ •ഀ VJഀ Nഀ rഀ CDഀ CDഀ Cഀ 0ഀ CDഀ CDഀ 0ഀ v cf)ഀ CDഀ v 1 [CDഀ 0 /Dഀ CDഀ Vഀ Cഀ 4ഀ 0ഀ 5w,ഀ o Aഀ S C J\ഀ mഀ a 0ഀ Mഀ ~nഀ cഀ cഀ mഀ aഀ 0ഀ -Ooഀ mഀ 3ഀ °o rnഀ _Ulഀ C7ഀ CDഀ a `ഀ o r^ഀ ~ ♦ Vഀ 4ഀ 0ഀ 2)ഀ 4ഀ 4ഀ IDഀ 0ഀ -ഀ ~ഀ =3ഀ 1ഀ -ഀ CDഀ 0ഀ 0)ഀ 0ഀ U1 -0ഀ CJ1ഀ Wഀ rഀ C11ഀ CDഀ 0ഀ p Cഀ pഀ (ഀ Dഀ 0ഀ 70ഀ nഀ 0 CDഀ 0ഀ ~ഀ 0ഀ =ഀ Vഀ /ഀ ofഀ (ഀ C/)ഀ (1)fഀ /ഀ /ഀ Dഀ 14ഀ nഀ 0ഀ Mഀ Mഀ CDഀ =3ഀ =ഀ Dഀ Dഀ Mഀ Wഀ Mഀ ' hഀ 'ഀ Vഀ A `ഀ -ഀ 3ഀ ഀ \ഀ im'ഀ \ഀ =3ഀ ,ഀ -ഀ ,ഀ Tഀ Wഀ n,ഀ -ഀ 0-ഀ 0ഀ cyഀ =3ഀ -0ഀ ~ഀ 0ഀ CDഀ rnഀ ~ഀ CDഀ \Dഀ cnഀ \Dഀ 0ഀ ~ഀ Rഀ ഀ cQഀ -0ഀ m goഀ =3ഀ 0ഀ nഀ nഀ mഀ 3ഀ 11ഀ CDഀ 0-ഀ 1ഀ ~ഀ ~ഀ ~ഀ Dഀ CDഀ °ഀ ~ഀ .ഀ (:y) cnഀ 0)ഀ 0ഀ (Dഀ Oഀ c y)ഀ Qഀ wഀ Oഀ O 0ഀ iOഀ Tഀ 2ഀ 0ഀ Nഀ mഀ 1ഀ Itഀ Oഀ Oഀ 3ഀ L•Jഀ 1iഀ nഀ Wഀ 0ഀ 2ഀ 0ഀ ^rfഀ 0ഀ Qഀ ^0ഀ CA)ഀ 0ഀ 0ഀ 0ഀ oഀ C~ഀ 0ഀ 3.0ഀ cVഀ CDഀ 0ഀ Sഀ Wഀ 0ഀ 3ഀ 0ഀ mഀ mlഀ 0ഀ toഀ Cഀ Kഀ COഀ COഀ oഀ chഀ oഀ oഀ 0ഀ oഀ G)ഀ Wഀ rഀ CDഀ CDഀ Iഀ mഀ 0)ഀ cnഀ rഀ 0CDഀ cn COഀ 0 Qഀ CDഀ CDഀ mഀ 0ഀ Crഀ 09ഀ 0ഀ N ~ഀ CJ1 nഀ C ~ഀ CO) 0ഀ hഀ 1ഀ 1ഀ Iഀ Iഀ ~ Nഀ ~ Iഀ cn Lഀ Lnഀ to r,ഀ Oഀ o" Uഀ ~lഀ Dഀ p "ഀ Dഀ rഀ mഀ Dഀ m Tഀ ~ Tഀ O t ~ഀ to ~ Qഀ -nഀ Zvഀ rഀ oഀ sഀ mഀ aഀ vഀ wഀ Oഀ cഀ mഀ 3Jഀ Vഀ mഀ nഀ aഀ Yഀ sഀ nഀ mഀ 1ഀ CDഀ nഀ •ഀ CDഀ Nഀ vഀ oഀ _ഀ mഀ Oഀ 4ഀ A ,ഀ 2ഀ 1Iഀ ഀ Wഀ r/~ഀ dഀ Cഀ 0ഀ COഀ Cl)ഀ /Aഀ 0ഀ CO)ഀ Wഀ (Vഀ 2)ഀ 0ഀ 0ഀ 3ഀ T ~ fഀ a1 ~ഀ r Sc'Sഀ in oഀ 1ഀ ~ഀ zഀ mഀ mഀ ~ഀ ~ഀ Kഀ D Oഀ x 0ഀ "ഀ nഀ 1 I r~ഀ /11ഀ L.1 Jഀ -pഀ rഀ CDഀ mഀ Iഀ Tഀ 0'ഀ nഀ oഀ (Dഀ o C~ഀ zഀ CCDഀ Cഀ CDഀ Oഀ Cഀ nഀ vഀ R Oഀ wഀ Cഀ Cഀ ti CDഀ (Uഀ JJഀ Qഀ < CDഀ 3ഀ nഀ CDഀ o~ nഀ CDഀ Nഀ IV rl-ഀ O CDഀ a Oഀ mഀ xഀ crഀ 0ഀ Wഀ ►ഀ ►ഀ ►ഀ iഀ ►ഀ Iഀ tഀ 14ഀ aഀ O Nഀ Wഀ 0ഀ n Nഀ (Dഀ (D CLഀ nഀ CDഀ CDഀ 0ഀ V Jഀ rഀ CDഀ CDഀ Iഀ Tഀ cഀ c'ഀ 0ഀ Tഀ c~ഀ 0ഀ aഀ 2ഀ a°ഀ 3ഀ Jഀ 0ഀ 0ഀ cnഀ Nഀ Nഀ Oഀ Oഀ vഀ zഀ CDഀ ovഀ CDഀ 0ഀ nഀ 0ഀ rnഀ CDഀ 0ഀ CDഀ 0ഀ CDഀ iഀ ■ഀ CD Iഀ mഀ Xഀ 0ഀ -pഀ sil_gl_InI L11J11L1rഀ .ഀ n Wഀ 0coഀ CDഀ = N0ഀ CDഀ o~ഀ CD =ഀ ഀ CD Qഀ mlഀ tiaഀ + xഀ oഀ zഀ Nഀ -I~ഀ Oഀ CDഀ - •ഀ Cnഀ Oഀ Vഀ ~ഀ nVഀ mഀ ~ഀ ^1ഀ <ഀ rfഀ Oഀ mഀ Eഀ Wഀ 3ഀ r-Iഀ (n-ഀ CDഀ r-ഀ •ഀ 'ഀ 0ഀ Vഀ Y1Iഀ (Dഀ wഀ CLഀ Iഀ Oഀ oഀ Oഀ CDഀ 3ഀ rഀ CDഀ CDഀ aഀ aഀ cഀ Qഀ mഀ Nഀ 'ERഀ C-ഀ C:ഀ ? 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Oഀ Cnഀ Oഀ cഀ oഀ Cnഀ 0ഀ 0ഀ 0ഀ CD CDഀ Oഀ Mഀ Oഀ Oഀ Oഀ nഀ Aഀ Nഀ ഀ (Dഀ Oഀ 0)ഀ C)ഀ mഀ mഀ CDഀ Oഀ Aഀ CDഀ Oഀ (nഀ cnഀ ~ഀ 1ഀ pഀ Oഀ Oഀ Oഀ Nഀ Oഀ 0ഀ Oഀ 0ഀ Oഀ 0ഀ Oഀ Oഀ Oഀ Oഀ Oഀ Oഀ Nഀ Oഀ Oഀ Oഀ ~1ഀ CDഀ pഀ Oഀ Nഀ Oഀ 0ഀ Oഀ 00ഀ Oഀ oഀ oഀ Oഀ Oഀ CAഀ "1ഀ Lnഀ 0ഀ 64ഀ <Aഀ (Aഀ figഀ 60ഀ fflഀ 69ഀ 4Aഀ bAഀ 4Aഀ 4Aഀ 4Aഀ (nഀ Cnഀ O0jഀ Nഀ Nഀ Wഀ Aഀ Dഀ 00ഀ Oഀ 1ഀ Cnഀ Oഀ Oഀ Tഀ Oഀ Oഀ Oഀ Oഀ Oഀ Oഀ dഀ Oഀ Oഀ dഀ Oഀ Oഀ dഀ Oഀ 0ഀ Oഀ Oഀ Oഀ dഀ 0ഀ 0ഀ Oഀ -Iഀ 1ഀ 01ഀ Enഀ (nഀ Nഀ EAഀ 6Hഀ Nഀ Eftഀ Wഀ 6Hഀ 6"ഀ Oഀ d)ഀ Nഀ 6Aഀ Cnഀ (Aഀ 6ഀ LTIഀ Aഀ Nഀ Cnഀ Cnഀ Vഀ Nഀ Nഀ Wഀ CAഀ 0ഀ 0ഀ Wഀ Nഀ Oഀ cnഀ 0ഀ -4ഀ 0ഀ 0ഀ 0ഀ 0ഀ OD 00ഀ Oഀ Oഀ Wഀ Nഀ Oഀ Oഀ Oഀ Tഀ =ഀ =ഀ Qഀ d1ഀ 69ഀ diഀ ~1ഀ ഀ Wഀ Loഀ O)ഀ P)ഀ CDഀ Nഀ 6Aഀ Cnഀ Oഀ 6Aഀ (Aഀ pഀ Coഀ Figഀ 464ഀ jഀ 6Aഀ Aഀ Wഀ 6Aഀ Cnഀ D.ഀ Oഀ 6Aഀ 00ഀ 69ഀ Aഀ Oഀ EAഀ -ഀ Nഀ 61)ഀ Wഀ Cnഀ EAഀ Enഀ ഀ EAഀ Aഀ Oഀ Vഀ EAഀ Wഀ Vഀ fAഀ coഀ 0ഀ EAഀ Nഀ 6Aഀ ODഀ Wഀ EAഀ 00ഀ Aഀ 0ഀ yഀ Vഀ Aഀ Nഀ Aഀ 4ഀ Nഀ 00ഀ Nഀ Aഀ Oഀ Oഀ Oഀ Nഀ Nഀ ODഀ Oഀ Cbഀ Oഀ Oഀ Cnഀ Oഀ Aഀ Oഀ Wഀ Wഀ CDഀ Aഀ Wഀ 0ഀ 164ഀ ഀ fVഀ Aഀ Wഀ Cnഀ Wഀ (Oഀ Oഀ Oഀ -ഀ CDഀ Oഀ 0ഀ Oഀ 0ഀ Oഀ 0ഀ dഀ 0ഀ Oഀ 0ഀ dഀ 0ഀ 0ഀ 0ഀ Oഀ 0ഀ Nഀ 0ഀ 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CD yഀ dഀ 3ഀ 9ഀ mഀ C1ഀ ~nഀ y cഀ :3ഀ W D)ഀ aഀ mഀ rTഀ Xഀ cp y y y W y N y (A N fWwfഀ py~j CJNi Q A a O V y N O G. Q1 C") 6; O. A C Lt - D'_1 O W 5{ Aഀ ` ~~_pp ~ o o O -4 » o~p_o _po » O O_O tD_ഀ o C',ഀ CL N O O O CD G j O G. O 0 CA p a aഀ 0 C N C O Mഀ :0) r/~ C O O y C 7 C C C xഀ V 7 O 0 XO p XO CT O O j O~ V 11 O 11 A V pഀ X N N 1~ Cr d V 4) y d X p~ p1 N II (Qഀ n N it W 11 V CA f) jV 11 N n E N II V N .C~ V A ww0ഀ 9 W ? II 9) 11 R3 O L" O) X O O W CT )C - O. p O O O O - co C) -0 II 11 V X y 11 I~ v O II 11 11 11 co Vp7 11 y 11 y 11 y 0fഀ A CT v x co d W y N~ -i O j tll A W toഀ C) Ln 2) CP M (A co (nഀ t0 N X t^ X W OD 0!) w x y )C )C >C dഀ A X Ln OOD V poഀ C71 O N y N) 11 C) ~ 4/ N A d N N O 41 N CO coഀ N N C\lolഀ O . O CT N (P 00 O `G Oഀ W N y N CT GT WM N CT to Ln CT °ഀ CJI wഀ mഀ Cl) Xഀ CD CT'ഀ CDഀ f--l, iഀ ) 6ഀ Tഀ V / Wഀ JUN, 28. 2006 3.35PM VA RESORTS DEV,ഀ NO, 786 P. 2ഀ V A I L R E S O R T S D E V E L O P M E N T C O M P A N Yഀ June 28, 2006ഀ 1&. Chuck Madisonഀ East West Partnersഀ 100 East Thomas Placeഀ Avon, Colorado 81620ഀ RE: Lionshead Parlaing Structure Redevelopmentഀ Town of Vail - RFP Processഀ Conceptual Endorsementഀ Dear Chuck:ഀ Vail Resorts Development Company is supportive of the Town, of Vail's efforts to exploreഀ opportunities to redevelop its Lionshead parldng structure property. Along with the Town, Vailഀ Resorts Development Company has a very high level of interest in the successfil planning,ഀ selection and implementation for this site,ഀ Vail Resorts Development Company has reviewed the conceptual redevelopment proposal asഀ prepared by East West Partners for the above referenced site. We understand your proposal toഀ include a mixture of hotel, retail and residential development as well as the replacement of theഀ existing public parking and the possible inclusion of a modest conference facility. To date weഀ have only seen very preliminary massing studies.ഀ Everyone involved in the redevelopment, including you, recognize this is a critical site that isഀ strategic to the Town of Vail. Because of this, we feel further details are needed before we couldഀ issue our endorsement of your conceptual plan for redevelopment. We also want to make it clearഀ that any potential future endorsement of a conceptual plan would in no way eliminate or waiveഀ our deed restriction for the property.ഀ Vail Resorts Development Company feels the concept, in general as you have presented it, isഀ headed in the right direction, However, we will need to review the detailed concept and businessഀ plans before we could approve or endorse any project and we are happy to review and considerഀ this information once it is prepared.ഀ Sincerely,ഀ VAIL RESORTS DEVELOPMENT COMPANYഀ By: (5),/ഀ Keith Fernandez, Presidentഀ cc: Russ Forrestഀ VA14 RcaoRra•ഀ Vail Resort. Development Company - 137 Benchmark Road - Post OBire Boa 959 - Avon, Colorado 81620.0959 - (970) 845-2SS5 . far. (970) M-2555 - www.vrdaxomഀ Vail . Beaver Creek" - Brockenridp. - Isey9t(mr.1 - Heavenly"ഀ ArrawhcadQO - Bachelor CalchO - lied Sky Ranch"' • Jacknon Holi- Golf aml'lemnis Club'"ഀ JUN-28-2006 3; 36PM VA RESORTS DEV. NO. 786 P. 3ഀ V A I L R E S O R T S D E V I^ L O P M E N T C O M P A N Yഀ June 28, 2006ഀ Mr. Mark Masinterഀ Open Realty Advisorsഀ 2525 McKinnon Street, Suite 750ഀ Dallas, Texas 75201ഀ RE: Lionshead Parking Structure Redevelopmentഀ Town of Vail - RFP Processഀ Conceptual Endorsementഀ Dear Mark:ഀ Vail Resorts Development Company is supportive of the Town of Vail's efforts to exploreഀ opportunities to redevelop its Lionshead parking structure property. Along with the Town, 'Vailഀ Resorts Development Company has a very high level of interest in the successful planning,ഀ selection and implementation for this site.ഀ Vail Resorts Development Company has reviewed the conceptual redevelopment proposal asഀ prepared by Open Realty Advisors for the above referenced site, We understand your proposalഀ to include a mixture of hotel, retail and residential development as well as the replacement of theഀ existing public parking and the possible inclusion of a public facility. To date we have only seenഀ very preliminary massing studies.ഀ Everyone involved in the redevelopment, including you, recognize this is a critical site that isഀ strategic to the Town of Vail. Because of this, we feel further details are needed before we couldഀ issue oux endorsement of your conceptual plan for redevelopment. We also want to make it clearഀ that any potential future endorsement of a conceptual plan would in no way eliminate or waiveഀ our deed restriction for the property.ഀ Vail Resorts Development Company feels the concept, in general as you have pzesented it, isഀ headed in the right direction. However, we will need to review the detailed concept and businessഀ plans before we could approve or endorse any project and we are happy to review and considerഀ this information once it is prepared,ഀ Sincerely,ഀ VAIL RESORTS DEVELOPMENT COMPANYഀ By:ഀ Keith Fernandez, Presidentഀ cc: Russ Forrestഀ VAIL AE2QIgTWഀ Vail R-KA Development Company - 137 Benchmark Rosd - Post Office Box 959 - Avon, Colorado 81628-0959 - (970) M-5-2535 - fix (970) 845-2555 - www.vrde,comഀ Vail - Beaver Creek" - Breckcnridge Keyatone® - Heavenly*ഀ Arrowhaada . Bachelor CulchO - Red Sky Ranch'" - Jaektion Hole- (golf and Tennix Club" roഀ iഀ OPENഀ HOSPITALITY PARTNERSഀ October 27, 2006ഀ Russell Forrestഀ Community Development Corporationഀ 75 Frontage Roadഀ Vail, CO 81657ഀ Dear Russ:ഀ Enclosed, please find answers to the questions raised in your letter of October 13, 2006. Whereഀ appropriate, we have utilized exhibits to fully address the question. The exhibits will be emailed to you inഀ a separate power point document.ഀ Please find our answers as follows:ഀ • Please submit audited financial reports for those entities investing in the project to Steveഀ Thompson.ഀ Steve Thompson is in contact with Todd Platt of Hillwood.ഀ • Please provide projected tax revenues in your first stabilized year (state year) for property, sales,ഀ lodging, and TIF (only uses property tax).ഀ See exhibit A (A full tax analysis model is being sent in a separate excel document (Taxഀ Analysis.xls)ഀ • Provide a detailed breakout of the value of all public uses including road improvements. Pleaseഀ review any and all assumption you made in determining a value for the public improvements. Weഀ are assuming that all public uses include final finishes. Which uses will have furniture andഀ fixtures and which will not.ഀ See exhibit Bഀ • When will you receive a guaranteed maximum price for the project in relationship to your projectഀ time frame? Would completing a % of presales be a contingency for moving forward?ഀ Our proposed project will receive guaranteed maximum price agreements pursuant to ourഀ proposed construction schedule. As is customary with phased construction, we expect toഀ negotiate the guaranteed maximum price agreements for individual phases in the months leadingഀ up to commencement of construction for each respective phase. Based on our past experienceഀ and consideration of the project, we anticipate presales contingencies in the 35% range.ഀ • Provide a site plan showing all road improvements (Frontage Road, East Lionshead Circle)ഀ which the project will provide (shaded in a different color). Also note where there is heatedഀ pavement.ഀ See exhibit C (2 exhibits)ഀ 2525 McKinnon Street Suite 750ഀ Dallas, TX 75201ഀ 214.750.0011 Fax 214.750.0060ഀ • Do you have a back up plan for providing more than 400 parking spaces during construction atഀ the start of the ski season in December 2009? Are there trade offs to be made where you couldഀ propose to transfer some of the net new parking to other locations and provide more parkingഀ sooner at the beginning of the 2009/20010 ski season? Do you have other options to not impactഀ ski season parking?ഀ See exhibit D (2 exhibits)ഀ Exhibits D will illustrate that we are prepared to offer several alternatives relating to (1) numberഀ of spaces and (2) timing.ഀ We are 100% committed to delivering 2,002 parking spaces per our Phase II proposal. However,ഀ we are also committed to a plan that satisfies the Town, Vail Resorts and the Community.ഀ Therefore, if it is determined that the net gain in additional spaces should occur in a location otherഀ than the existing Lionshead Garage, we are prepared to alter our proposal and apply theഀ commensurate level of funds to construct said spaces in a location deemed suitable by the Town,ഀ Vail Resorts and the Community.ഀ • Are you using precast concrete to build the structure? If not what structural system will you use?ഀ Yes, we will be using precast concrete.ഀ • Can you combine the square footage currently shown for meeting space in the Regis and W andഀ have a large contiguous meeting space without affecting your cost significantly?ഀ No. We believe that our facility should be accretive to the community and not compete with otherഀ existing product in such places as the Marriott and Vail Cascade. The W and St. Regis meetingഀ spaces are stand-alone enterprises tied to each hotel and cannot be combined. Additionally, theഀ meeting/conference space that can be created within the proposed VCVPA is meant toഀ complement what is being offered at the W and St. Regis.ഀ • Do we accurately understand that your proposal will provide 285 net new proposals that wouldഀ not be required by zoning?ഀ Yesഀ • Is there a way to optimize the use of private parking (when not needed by residents) for theഀ public?ഀ Yesഀ • Please confirm the number of employee beds, units, and the average size of the units that wouldഀ be provided by the project. Also you should assume that 30% of employees generated should beഀ housed by the project. This most likely will be a regulatory requirement. It appears that on pageഀ 4c.020 of the proposal that the employee housing may be under grade. Will housing have naturalഀ light?ഀ See exhibit Eഀ All housing will have natural light.ഀ • What market analysis have you done for the demand and type of retail proposed and how it willഀ affect other retailers in Vail? Also do you think an ADR of $450 has a strong market in Vail? Youഀ mentioned HVS did a report-Can we get a copy?ഀ 2525 McKinnon Street Suite 750ഀ Dallas, TX 75201ഀ 214.750.0011 Fax 214.750.0060ഀ iഀ We have not completed a formal market analysis related to retail demand. However, havingഀ completed many successful retail projects throughout the country we have learned that true grassഀ root research is far more telling than any formal research or analysis. Through such efforts, weഀ have received preliminary verbal indications from more than two dozen prominent nationalഀ retailers that if awarded this project, we are very confident there will be more demand thanഀ supply.ഀ See exhibit F (HVS Report- There are two separate reports, one for the Proposed St. Regis andഀ one for the Proposed W. These are lengthy documents which will be emailed separately andഀ NOT included in the Exhibits power point document.ഀ • How would the operational deficit of public uses, particularly the performing arts center, be paidഀ for by the development? The Town can not incur a risk to its general fund to pay for anഀ operational deficit for the performing arts facility.ഀ We will not look to the Town of Vail's general fund to cover any operational deficit incurred by theഀ creation of the VCVPA. We anticipate that operational deficits will be covered through theഀ project's incremental tax revenues generated and/or sponsorship dollars that we expect toഀ receive.ഀ • Please clarify your assumptions for using public dollars (how much and for what uses) .ഀ See exhibit G detailing the projected incremental tax revenue generated by the project. Over theഀ 10-yr period through 2020, we project total incremental tax revenues to be in excess of $86MM.ഀ Based on our analysis, we expect the project to generate incremental property tax revenues ofഀ roughly $7.5MM per annum on a stabilized basis, which suggests bonding capacity - afterഀ deductions for funds necessary to cover operating costs of the project district - in the range ofഀ $50MM. This assumes an incremental mill levy increase of approximately 40 mills, which weഀ believe the future property owners will be willing to bear based on the luxury-type product beingഀ delivered. It is understood that all TIF bond proceeds will used be for "public" uses in accordanceഀ with their intended purpose.ഀ • Please overlay the Town's Frontage Road plans that we provided you with your design to enableഀ us to confirm that your Frontage Road improvements fit within the planned road corridor that hasഀ been conceptually approved by the Town and the Colorado Department of Transportation.ഀ See exhibit Hഀ • Clarify the ownership assumptions and how the land would potentially be subdivided.ഀ The Town will own in fee simple all public uses, the developer will own in fee simple all privateഀ uses.ഀ Please provide 1 electronic copy and a photo ready original of an executive summary (7-8 pagesഀ total) of your proposal which can be distributed to the public. This executive summary shouldഀ include: 1) summary of the private and public uses with square footage, 2) Summary of proposedഀ parking clearly describing public parking, 3) summary of the total cost of the project with theഀ values of the specific public uses, 4) Brief summary of who is on your team and their experience,ഀ 5) Explanation of construction phasing and how you address parking during construction.ഀ 4240 will send the Executive summary CD and photo ready original directly to Russ.ഀ 2525 McKinnon Street Suite 750ഀ Dallas, TX 75201ഀ 214.750.0011 Fax 214.750.0060ഀ I-ഀ • The public has identified indoor recreational amenities as an important need in the community.ഀ Regarding your wellness center - to what extent are amenities (pool, rec equipment) available toഀ the public. Are their opportunities recreational programs in the facility open to the public?ഀ Our project will have a Bliss Spa that will be open to the public.ഀ Russell, thank you again for the opportunity to further clarify our proposal. I hope the information beingഀ sent adequately addresses the questions posed in your letter. As we discussed, the information includedഀ in Exhibits F (the HVS reports) is highly confidential and I ask that you treat it as such.ഀ Cc:Jonas Woodsഀ Marc Stanworthഀ 2525 McKinnon Street Suite 750ഀ Dallas, TX 75201ഀ 214.750.0011 Fax 214.750.0060ഀ s°ഀ 0ഀ aഀ ~Iഀ Rഀ oഀ aഀ oഀ °ഀ 9ഀ 94ഀ S~Sim~ഀ ~pmഀ Sഀ ~N~~moഀ rഀ Rഀ e<ഀ Sഀ ~s q„ഀ „ഀ momഀ susഀ ?ഀ a :2ഀ eഀ mഀ Bഀ dഀ rvഀ s:ഀ 7ഀ e ~ ~ഀ a aഀ 5 caഀ ma Wy"Nഀ 'Figഀ U~U-ഀ m Yn x i dഀ _ഀ ?~j oa,ഀ Kacr 2`~ഀ m> o o Fഀ oഀ '~rcuഀ Kഀ _ഀ ~ iiJOaSmg°ഀ xഀ oUഀ ~ഀ 3ഀ Eഀ ~ OUഀ Nഀ uഀ edK m~ഀ `uഀ S mEഀ 73ഀ ഀ pmtഀ ഀ e~ഀ e ~ഀ Aഀ Aഀ eഀ Q Cഀ a -ഀ o ~ഀ n ~ഀ ~oഀ Qഀ xഀ Wഀ sഀ aഀ xഀ & 9 Rഀ ~ rഀ n ~ഀ ~ s xഀ m ~ xഀ ~ s xഀ m ~ rഀ Sഀ aഀ a>ഀ cdഀ G.ഀ a~ഀ .tiഀ a~ഀ czഀ Eഀ Vഀ czഀ C~ഀ cഀ a rTഀ ~ഀ b bഀ mഀ .tlഀ xഀ wഀ COഀ Oഀ Nഀ Oഀ rഀ 0ഀ Hഀ Zഀ Wഀ a.ഀ iഀ Oഀ Oഀ Oഀ 0ഀ 0ഀ Oഀ 0ഀ Oഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ ~ഀ Oഀ oഀ Oഀ V~ഀ 0ഀ ~ഀ 06ഀ 0ഀ b,gഀ 0ഀ Oഀ 0ഀ Oഀ 116ഀ 0ഀ Oഀ 0ഀ 0ഀ Nഀ ~ഀ 64ഀ 6 4ഀ 6o4ഀ ~ഀ bl9ഀ iഀ Uഀ ~ഀ Oഀ Oഀ 00ഀ Nഀ Oഀ Oഀ Oഀ Oഀ Oഀ ഀ Oഀ Oഀ 00ഀ Oഀ Oഀ knഀ ഀ Oഀ aഀ ~ഀ ~ഀ aഀ ,ഀ agഀ 03ഀ (Dഀ ,ഀ lഀ Hഀ yഀ i'•yMഀ Uഀ CSഀ >ഀ Nഀ -ഀ ,Q~iഀ a)ഀ >ഀ 03ഀ pഀ wഀ Ate''ഀ Wഀ Uഀ a~ഀ wഀ Wഀ ~ഀ ~.yഀ v Lnഀ ~ Nഀ Ct]ഀ C ~ Lc.ഀ N U Li..ഀ U ~ 'oഀ clഀ LOഀ N Vf ~ .ഀ G1. 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Cഀ o am ~a°c 3 ?g mഀ Yഀ yഀ LLഀ Eഀ P,ഀ aഀ L iഀ 1ഀ La goഀ 'Oഀ iഀ s rഀ ~ Cഀ 3ഀ iഀ 1ഀ ;oഀ i 8ഀ 'ഀ L oഀ 1 U yഀ 1 ~ Cഀ CL 8ഀ 0ഀ i ■ഀ 0ഀ CL >ഀ 00ഀ Qഀ 7-ഀ 0ഀ Xഀ Wഀ :cഀ xഀ 7iഀ II Irkഀ Nഀ Oഀ .0ഀ ~jഀ D-ഀ 0ഀ Cഀ Cl)ഀ CIOഀ Qഀ Cഀ .0ഀ Uഀ iഀ cഀ 0ഀ Uഀ I Aliഀ IIIഀ I!+r iഀ iഀ ~ Iഀ W Nഀ ~ cഀ of 3ഀ Cഀ aഀ CLഀ A jഀ ab Aഀ O_Cഀ c = o mഀ $ _ഀ 0 E cഀ CLഀ EE~ 0ഀ •t S O m m mഀ A V Nഀ 1L 2 + L9 Q Qഀ ~x+ഀ `o m~ഀ (A~ + CLഀ 7 o Omഀ Etഀ waഀ Uഀ oomഀ ma o.`ഀ Eov 9Eyഀ a$~ ~E ^3ഀ M nomഀ O p!ഀ A° s0ഀ CPഀ O mഀ m Ineഀ 7ഀ v 2 u -ഀ 5ഀ c bഀ Q.2 Cmഀ ac moo.ഀ i O V CDഀ a o m Q ecaഀ Ul-ഀ Eഀ CL jഀ nഀ iഀ Eഀ CLഀ Eഀ y pഀ V Nഀ ~Iഀ Eഀ ~ mഀ co Tഀ Im aഀ Wഀ Zഀ a aഀ Nഀ ~pഀ aഀ Cഀ CLഀ CL Oഀ + Z l0ഀ Uഀ aഀ aഀ C=L Eഀ m Aഀ c taiഀ Oഀ s mഀ H tഀ 32 8$ oഀ ~ ~ O Oഀ a.3`ഀ Cഀ 0 Ap fr p 'iഀ $ oഀ 8.0ഀ r a aഀ • • •ഀ Oഀ ■CDഀ Oഀ p a)ഀ QL >ഀ 00ഀ 0ഀ ~pഀ O N Wഀ CVഀ 15ഀ z Oഀ 8§ aഀ a5 t J,ഀ 'Ziഀ Elioഀ z8xഀ oഀ Xഀ 3 3z wഀ Nഀ Qഀ EMPLOYEE HOUSINGഀ W Programഀ of ww NSF untlsഀ 4gogirg 120 ':.2500 T wooഀ Mulb-FamityUtnne 50 04000 2000ഀ .Meefirg Roo",( Put is Spaces 9.403 D_0010 9.00ഀ Skrc 2.489 D.0013 3.49ഀ St Regis Programഀ 01 use NSF undsഀ Lodgirg 120 `.1300 150100ഀ Multi-Faniy Units 50 DA000 20.ODഀ Frac6wah 25 DA000 10,00ഀ MeetirgRoorm;Nblespaces 20,580 D.0010 20.55ഀ soa 13.003 D.OM 10ADഀ OTHER - (Provided by Massing)ഀ grossഀ ecctriptlon of usa NSF UMts ?arum" empioyeasഀ Rereil f Service." C4mffg ciel 40.WD DA05D 30: Xഀ Cum oral Cerfw 32.Dt)0 D.0010 'v :III-,ഀ gross employees M 04ഀ 30% multiplier l total employes beds providej--- 117 3'ഀ '21 pilvw'1D%of toquired beds we turrernly provided an sibsഀ 'T„3908( oufrerd j alkKWed an sibs * 35W par bedഀ '35Ctif per bad assumed for all required an and aQ site urftഀ exhibit eഀ Employee Housing Analysisഀ Cn l wwHood ParWV $WWwe Ridaaelopmot 1d.8T. Nഀ mഀ uaഀ ctഀ V1ഀ Wഀ 00 00 00 0ഀ y N N Oഀ 00 00 O 0 O o OmO Oഀ o 0ഀ `$c TSoo 3~ ~ie» aഀ N In EA fA fAഀ 0ഀ Nഀ Nഀ 00ഀ °ma mഀ vi v v vഀ of m m mഀ N V Vഀ mm mഀ M M ' Mഀ N -7 rഀ o n 0 0 0 O O Oഀ N M M O O O O O c a lഀ HN y0 00 0O M ~QOഀ N NN N3 3~ Viaഀ O Oഀ oഀ 0ഀ 0ഀ 0ഀ N Nഀ O'ഀ 0ഀ O Oഀ Oഀ Nഀ 0 0ഀ Oഀ 0 0ഀ Oഀ Aഀ Oഀ Nഀ Oഀ 0ഀ m Nഀ Mഀ mഀ rnഀ Aഀ (ഀ 0ഀ Aഀ E9ഀ Nഀ rഀ OIഀ Nഀ Nഀ roഀ 0ഀ Nഀ Nഀ Nഀ N 00ഀ Q Oഀ n NOഀ 0 I0 Nഀ aഀ Rഀ o~ഀ ~ M Nഀ M ' M Rഀ N Nഀ N Atഀ o ~ 01ഀ oഀ 0ഀ ID Wഀ ei wഀ 00 0-ഀ M- O W-ഀ oഀ m ai ~ vഀ 0 r Nഀ N O 1ff ~ഀ to n NNഀ M N ~ Vഀ Nഀ f9~ wryഀ Eഀ Wഀ Lഀ t0ഀ Cഀ mഀ MO)ഀ M(`ഀ Qഀ ~ഀ aഀ Onഀ 0ഀ ~O aഀ V1ഀ `mഀ Nഀ (pഀ o nഀ OIMഀ N Nഀ m eഀ CDCഀ N Cഀ Nഀ Oഀ Oഀ Mഀ Nഀ Nഀ Nഀ N_ഀ 0ഀ oഀ m Vഀ O rnഀ N aഀ M aഀ Eഀ Mഀ yഀ ~ഀ Nഀ M -ഀ n Nഀ CO Mഀ oഀ n' aഀ N Oഀ N Cഀ Eഀ cഀ Cഀ °ഀ Nഀ Oഀ N ~ഀ ~ഀ N aഀ nഀ mഀ zഀ cഀ Mഀ vഀ Oഀ Oഀ Nഀ ami3ഀ m N_ഀ Sഀ mഀ M Vഀ oaഀ O aഀ 01ഀ mഀ Vl Cഀ wഀ Cഀ Cഀ aഀ m Nഀ pp"pp mpഀ (0~ഀ NNഀ V Cഀ M aഀ N Cഀ ഀ ~ഀ Nഀ Qഀ Hഀ 7ഀ mഀ Eഀ yഀ yഀ Qഀ ~ഀ Qഀ Z Cഀ dഀ o °'o o mഀ o) m mഀ oഀ 9yഀ w yഀ yaഀ N Sഀ .ഀ mഀ oUഀ U aഀ Uiഀ ~ dഀ x cഀ oഀ mഀ cഀ Eഀ m°ഀ Sഀ Nഀ iVഀ Eഀ Wഀ Oഀ 0ഀ Nഀ Nഀ N ~ mഀ N ~ Nഀ N O Oഀ N ~ U Cഀ (0 0 = .a O C Nഀ 01 N a U N Jഀ E _ഀ n O N 0 Dഀ M F H O ~ഀ Vഀ dഀ yഀ Uഀ 0ഀ mഀ Cഀ :5 0ഀ O Cഀ 0ഀ tl1ഀ Qഀ O Oഀ Cഀ Oഀ M C Oഀ m Dഀ mഀ Oഀ o oa ~iഀ U mഀ Coഀ cഀ c° d aഀ O m 5 nഀ -ഀ mഀ a Eഀ Eഀ >ഀ m m m vഀ c o d a o o rഀ Mഀ mഀ Eഀ m Uഀ E Eഀ aഀ yഀ ,ഀ O O m 2 m 2 S >ഀ >ഀ dഀ o oഀ yഀ Oഀ mഀ 0 0ഀ M 0ഀ Wഀ Uഀ Cഀ a) a)ഀ aഀ a/ഀ M m ,ഀ N a'ഀ of d ~w 33 NN wdഀ Oഀ oഀ UIഀ Nഀ J 0ഀ l0 yഀ ഀ rഀ mഀ `o o `0 0 0 0 `o o xഀ itഀ 0. 4.)ഀ y >1ഀ m m m m o m m mഀ oഀ y yഀ '0 D 'O "O >ഀ yഀ .O .Oഀ Cഀ m_ ym yo yo a~_ഀ m~ m m m m m m m~ഀ Qഀ ~ഀ a o_ഀ rUഀ E o E E E E E E E oഀ N~ N N y N N N N~ഀ mഀ 2ഀ m mഀ W WW WW WW Wഀ CLഀ O Oഀ i--~ഀ ,Iഀ ഀ Wഀ E 9ഀ gas aഀ p U C Jഀ V?ഀ gg~rഀ A £ ~ഀ s S>~ aഀ iഀ iഀ iഀ j fiഀ ഀ f ;ഀ zഀ 8ഀ sഀ ~gഀ aഀ sഀ C Lഀ 0ഀ 0%ഀ m ~ഀ O "ഀ Yb yഀ Nഀ a~ഀ ~ d aഀ Lഀ m O 0 3ഀ Tഀ xഀ filഀ The following are key assumptions used in the analysis that must be considered when evaluating the projections:ഀ General Assumptionsഀ 15% Displacement Factor on all lodging, lift and sales taxesഀ All values expressed in 2011 dollars - no values are inflated beyond 2011ഀ 4% Lodging Taxഀ Hotel ADR and occupancy are per HVS feasibility commissioned by developer for the projectഀ In determining renters generated through condos, only one key per condo is assumed regardless unit sizeഀ _ Assumes 80% of 1-bedroom and 2-bedroom units, and 70% of 3-bedroom units will be part of rental program;ഀ No 4-bedroom units included in rental programഀ Condo occupancy, net of owner useage - assumed to be 5 weeks per year - is projected to stabilize at 50%ഀ Condo ADR for the respective flags conservatively assumed to be just 30% above that of the respective hotel ADRഀ 30% of hotel guests assumed to be conference attendees, 50% of attendees assumed to stay at project hotels,ഀ thus balance assumed to stay at other Vail hotels at an ADR of $226/night starting in 2011 (i.e. $200/night in 2006)ഀ Selected Other Revenuesഀ It is unclear how the Road & Bridge tax is calculated, therefore the figures presented by Stan Bernstein in the Eastഀ West Partners proposal were usedഀ 4% Lift Taxഀ Assumes 2 persons per hotel room and 1-bedroom condos, and 4 persons per 2-bedroom, 3-bedroom, 4-bedroomഀ condos and fractional unitsഀ Assumes 75% of the visitors ski and that they ski during 75% of their visitsഀ Assumes 51 % of the visitors visit during "ski season"ഀ Assumes average lift ticket is $65 in 2006, which translates to approx. $74 in 2011 at 2.5% inflation rateഀ 4% Sales Taxഀ Assumes average guest (as outlined in '4% Lift Tax' above) spends $150 per day in 2006, which translates to $170 by 2011 at 2.5% inflation rateഀ _ For Core Site Retail assumes $500/NSF annual revenues, which is conservatively below national average for storesഀ being targeted for the core site retail spaceഀ Property Taxഀ Properties assessed in every odd year at 6% increase above prior assessment level (thus increased payments in every even year)ഀ Pricing for condo & fractional units based on conservative estimates of property values as substantiated by Delta Associatesഀ _ Other assumptions as outlined in Schedules 7 & 8ഀ Transfer Taxഀ Assumes 10% of whole-ownership condo units and 3% of fractional units are re-sold every yearഀ O~ഀ r aഀ g ge `~'eഀ 25 ~ 25 TJ Ti. mഀ w m ~ wഀ ~ "jഀ wഀ rഀ $°~25m 8ഀ A ed°ഀ ഀ Aiഀ mഀ Fഀ Rഀ ~Nngn e~ aഀ Qi ~q wഀ rഀ oഀ ;fഀ fഀ R sw Aഀ ഀ ~ഀ ഀ ~iഀ rvഀ ~a~m~ q ~nഀ Pv mm 3ഀ ~wഀ °ഀ mഀ Sഀ ~nn~~ J« xഀ ~ഀ eഀ dഀ &ഀ ~ഀ Iഀ aഀ ~ഀ 83 Sഀ mഀ i< aഀ ,ഀ N R~ഀ ~s v ;zഀ .ഀ gഀ ഀ gഀ oV mxഀ °m dഀ mഀ r Dഀ Aഀ UB Fഀ Dഀ mഀ ~ഀ oEഀ ~Qഀ Fഀ ~ഀ oഀ gഀ °ഀ wഀ "ഀ Aഀ ~ഀ a018ഀ vPammNd ~ഀ _ഀ ഀ ~ഀ gഀ aഀ ~ഀ ~ഀ aഀ v€ഀ ampഀ ~ £ ~ഀ ¢ v ~ഀ ~ഀ "Si°ഀ °ഀ °Sഀ ~ഀ xഀ Lഀ $ഀ owഀ ~ഀ $ഀ ~ഀ oഀ vSഀ oഀ ~~gm ~iw 7ഀ ~iU VUU Sഀ 7ഀ M=ഀ >ഀ ഀ >ഀ >ഀ Oഀ rvഀ Rഀ nഀ mഀ Nഀ Oഀ Jഀ pഀ Nഀ mഀ Oഀ Hഀ Qഀ ~ഀ mഀ fഀ Cഀ Nഀ ~NMOaiNഀ m u1ഀ ~0.2ഀ CO'l OMCN'1ഀ m m N ~ഀ Oഀ yOഀ Nഀ Nഀ Nഀ m mmmഀ m m m Mഀ O ~ N Mഀ Oഀ Nഀ mഀ fmpഀ Aഀ Gഀ m m m mഀ m 0 Wഀ M o N Mഀ mഀ Oഀ Nഀ m Nഀ m Nഀ N ~ഀ 6,qഀ Oഀ Nഀ mഀ Nഀ Nഀ mrn mmഀ m m~ Mഀ Oഀ Nഀ tഀ 0ഀ Aഀ O ~ N Mഀ Nഀ mഀ mഀ Hഀ O~ M T~ഀ Mഀ ~ Mഀ N m° O Vഀ Mഀ 0ഀ N aഀ M m Mഀ m (D N ~ഀ pഀ ypഀ Nഀ mഀ nഀ Nഀ (ഀ 0ഀ t0ഀ Nഀ mm mm m mmmഀ m m N Mഀ 0ഀ Oഀ Nഀ mഀ mഀ Aഀ O ~ N Mഀ r r ryഀ mഀ Aഀ Nഀ NNE ~ ~ഀ N m N Mഀ ONo O Wഀ N m Nഀ OOO~IJഀ o m Nഀ Oഀ ypഀ Nഀ rഀ Nഀ mഀ Nഀ m v v ofഀ amD tmp N Mഀ O N Mഀ ~ഀ ~Nഀ iriഀ Nഀ mഀ mഀ Aഀ ryഀ ~ഀ Bഀ Nഀ mNMഀ l~l mNOഀ mfDN~ഀ nഀ Nഀ mഀ Nഀ m v v oഀ Mഀ m cm0 Lഀ Nഀ Nഀ mഀ nഀ Qഀ O'-N Mഀ r r N =ഀ mഀ Nഀ NNfONMഀ OM LOON Vഀ m cN~ഀ Oഀ ypഀ Nഀ Nഀ mഀ Nഀ mvvoiഀ m m m mഀ m m N Mഀ ~ഀ oഀ Nഀ mഀ mഀ Aഀ O N Mഀ mഀ C)ഀ Nഀ ~NMO~i ~rmjഀ m nഀ ~MO~ °yഀ m Nഀ m o O~p~ഀ O M m t 0ഀ ONiഀ Oഀ a0ഀ mഀ nഀ Nഀ mഀ Nഀ (D v o thഀ N (mD N Mഀ O ~ N Mഀ r r Nഀ nഀ Wഀ mഀ Aഀ rഀ Cഀ yഀ ~~o mMഀ m rഀ HMO Wഀ m Nഀ ~~NOഀ m mഀ cNDഀ Vഀ Aഀ Nഀ mഀ Nഀ mഀ Nഀ m N ~ഀ u h Nഀ V Mmeഀ m Coriഀ Nഀ mഀ (Oഀ mഀ rഀ Aഀ Oഀ Aഀ Oഀ N m m ryഀ tm(lNMഀ ry V mഀ N~ <Mഀ O 'R V Nഀ OryD W ~mഀ mഀ Wഀ mഀ Mഀ Nഀ vഀ uiഀ ഀ m ~n vi rഀ nni m `Amഀ ~ m ~ഀ ~ഀ uoiഀ ofഀ oഀ nഀ Nഀ p~ഀ Nm [mi Oഀ OOoഀ O O Nഀ O O Nഀ Nഀ Nഀ rഀ Nഀ Oഀ Nഀ Nഀ Wഀ 7ഀ 2ഀ Wഀ wഀ Wഀ Cഀ Qഀ Hഀ 0ഀ Zഀ Oഀ pഀ Oഀ mഀ ~ Cഀ Jഀ Hഀ Oഀ Sഀ C dഀ Nഀ y> trഀ mഀ dഀ -ഀ Nഀ 7ഀ ~ mഀ N W D oഀ ~ഀ Kഀ Nഀ Jഀ Wഀ JAഀ Nഀ aJഀ Lഀ Oഀ Lഀ Oഀ Zഀ Lഀ mഀ p~ « Oഀ $ S= Oഀ $ഀ Jഀ Rഀ %ഀ aഀ Nഀ Eഀ af oഀ Nഀ E Eഀ of oഀ J vi Nഀ d uഀ O d cഀ yഀ 2ഀ Hഀ cഀ 7ഀ Wഀ vv~~ഀ a cഀ o4t 0ao.ഀ ~vvu~ഀ n c $ഀ duo o. o.ഀ ~fnmdഀ ?m~~ഀ ~ഀ Qഀ $ഀ Jഀ Vഀ oഀ Oഀ oഀ °ഀ `ഀ `ഀ uഀ iഀ F°-oഀ 00ഀ aഀ Qഀ in rഀ -3 00ഀ ¢oഀ aഀ aഀ Zഀ Sഀ 2_011ഀ 2012ഀ 2013ഀ 2014ഀ 2015ഀ 2016ഀ 2017ഀ g_07¢ഀ 8019ഀ 2020ഀ TOTALഀ W Condosഀ 0%ഀ 25%ഀ 75%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ i Bedroomഀ Total #Units Completedഀ 2ഀ 8ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 2ഀ 8ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ Percent in Rental Programഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ Total # Keys in Rental Programഀ 1ഀ 6ഀ Bഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 2 Bedroomഀ Total# Units Completedഀ 7ഀ 21ഀ 28ഀ 28ഀ 28ഀ 28ഀ 28ഀ 28ഀ 2Bഀ Total If Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 7ഀ 21ഀ 28ഀ 28ഀ 28ഀ 28ഀ 28ഀ 28ഀ 28ഀ Percent in Rental Programഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ Total # Keys in Rental Programഀ 5ഀ 16ഀ 22ഀ 22ഀ 22ഀ 22ഀ 22ഀ 22ഀ 22ഀ 3 Bedroomഀ Total # Units Completedഀ 2ഀ 6ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 2ഀ 6ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ 8ഀ Percent in Rental Programഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ Total # Keys in Rental Programഀ 1ഀ 4ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 4 Bedroomഀ Total # Units Completedഀ 0ഀ 2ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total If Keysഀ 0ഀ 2ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ Percent in Rental Programഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ Total # Keys in Rental Programഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ Total # Keys in Rental Programഀ 7ഀ 26ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ Total Room Nights Available for Rentalഀ 2,555ഀ 9.490ഀ 12,775ഀ 12,775ഀ 12,775ഀ 12.775ഀ 12,775ഀ 12,775ഀ 12,775ഀ Less owner occupancy @ 35 days per yearഀ 245ഀ 910ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ Total Available Rental Nightsഀ 2,310ഀ 8,580ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ Occupancy Rateഀ 45%ഀ 48%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ Rental Nightsഀ 1,040ഀ 4,118ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5.775ഀ 5,775ഀ 5,775ഀ 5,775ഀ ADRഀ 423ഀ 460ഀ 499ഀ 514ഀ 514ഀ 514ഀ 514ഀ 514ഀ 514ഀ Gross Annual Rental Revenue - W Condosഀ 439,189ഀ 1,895,288ഀ 2,882,880ഀ 2,965,463ഀ 2,965,463ഀ 2,965,463ഀ 2,965,463ഀ 2,965,463ഀ 2,965,463ഀ St Regis Cand.sഀ 25%ഀ 75%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 100%ഀ 1 Bedroomഀ Total#Units Completedഀ 1ഀ 3ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ Total If Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 1ഀ 3ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ 5ഀ Percent in Rental Programഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ Total # Keys in Rental Programഀ 0ഀ 2ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 2 Bedroomഀ Total # Units Completedഀ 6ഀ 18ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 6ഀ 18ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ Percent in Rental Programഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ 80%ഀ Total # Keys in Rental Programഀ 4ഀ 14ഀ 20ഀ 20ഀ 20ഀ 20ഀ 20ഀ 20ഀ 20ഀ 20ഀ 3 Bedroomഀ Total # Units Completedഀ 4ഀ 12ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ iഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 4ഀ 12ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ 17ഀ Percent in Rental Programഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ Total # Keys in Rental Programഀ 2ഀ 8ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 4 Bedroomഀ Total # Units Completedഀ 0ഀ 2ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 0ഀ Total # Keys per Unitഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ 1ഀ Total # Keysഀ 0ഀ 2ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 3ഀ 0ഀ Percent in Rental Programഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ 0%ഀ Total # Keys in Rental Programഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ 0ഀ Total # Keys in Rental Programഀ 6ഀ 24ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ 35ഀ Total Room Nights Available for Rentalഀ 2,190ഀ 8,760ഀ 12,775ഀ 12,775ഀ 12,775ഀ 12.775ഀ 12,775ഀ 12,775ഀ 12,775ഀ 12,775ഀ Less owner occupancy @ 35 days per yearഀ 210ഀ 840ഀ 1,225ഀ 1.225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ 1,225ഀ Total Available Rental Nightsഀ 1980 ,ഀ 7,920ഀ 11,550ഀ 17,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ 11,550ഀ Occupancy Rateഀ 45%ഀ 48%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ 50%ഀ Rental Nightsഀ 891ഀ 3,802ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5.775ഀ 5,775ഀ 5,775ഀ ADRഀ 476ഀ 502ഀ 562ഀ 579ഀ 579ഀ 579ഀ 579ഀ 579ഀ 579ഀ 579ഀ Gross Annual Rental Revenue - St. Regis Condosഀ 423,938ഀ 1,907,643ഀ 3,243,240ഀ 3,340,838ഀ 3,340,838ഀ 3,340,838ഀ 3,340,838ഀ 3,340,838ഀ 3,340,838ഀ 3,340,838ഀ Aggr.Or- Annual Condo Rental Revenueഀ 423,938ഀ 2,346,832ഀ 5,138528ഀ 6223,718ഀ 6,306.300ഀ 6,306,300ഀ 6,306.300ഀ 6.306,300ഀ 6306300ഀ 6306,300ഀ 51,970,815ഀ Displacement Factor @15%ഀ (63.591)ഀ (352.025)ഀ (770,779)ഀ (933,558)ഀ (945,945)ഀ (945,945)ഀ (945,945)ഀ (946945)ഀ (945,945)ഀ (945945)ഀ (7,795,622)ഀ Aggr. Net Annual Condo Rental Revenueഀ 360,347ഀ 1,994,807ഀ 4,367,749ഀ 5,290,180ഀ 5,360,355ഀ 5,780,355ഀ 5,360,355ഀ 5,360,355ഀ 5,360,355ഀ 5,360,355ഀ 44,175,192ഀ Condo Lod in Tax Revenues to Vail 4%ഀ 14474ഀ 79792ഀ 774710ഀ 271606ഀ 214474ഀ 274474ഀ 21 4474ഀ 214414ഀ 274414ഀ 214414ഀ 1787008ഀ SCHEDULE 3 - PROJECTED LIFT TAX REVENUESഀ g-Q]~ഀ 2012ഀ 2013ഀ 21144ഀ 2015ഀ 2015ഀ 2017 .ഀ 2018ഀ 2019ഀ 2020ഀ TffOAഀ W Hotelഀ Occupied Room Nightsഀ -ഀ 4,246ഀ 26,718ഀ 27,594ഀ 27,594ഀ 27,594ഀ 27,594ഀ 27,594ഀ 27,594ഀ 27,594ഀ Total Guests per Roomഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ Total Guests, Ski Season Onlyഀ -ഀ 4,331ഀ 27,252ഀ 28,146ഀ 28,146ഀ 28,146ഀ 28.146ഀ 28,146ഀ 28,146ഀ 28,146ഀ % Occupants who skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ % of time skiing occupants skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ Skier Days Generatedഀ -ഀ 2.436ഀ 15,329ഀ 15,832ഀ 15,832ഀ 15,832ഀ 15,832ഀ 15,832ഀ 15,832ഀ 15,832ഀ 128,590ഀ Displacement Factor @15%ഀ -ഀ (365)ഀ (2,299)ഀ (2,375)ഀ (2,375)ഀ (2,375)ഀ (2,375)ഀ (2,375)ഀ (2,375)ഀ (2,375)ഀ Avg. Lift Ticket Priceഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ Incremental Lift Ticket Revenuesഀ -ഀ 152,270ഀ 958,249ഀ 989,667ഀ 989,667ഀ 989,667ഀ 989,567ഀ 989,667ഀ 989,667ഀ 989,667ഀ 8,038,185ഀ Lift Tax Revenues to Vail @ 4%ഀ -ഀ 6,091ഀ 38,330ഀ 39,587ഀ 39,587ഀ 39,587ഀ 39,587ഀ 39,587ഀ 39,587ഀ 39,587ഀ 321,527ഀ St Regis Hotelഀ Occupied Room Nightsഀ 4,099ഀ 25,404ഀ 26.280ഀ 26.280ഀ 26,280ഀ 26,280ഀ 26,280ഀ 26,280ഀ 26,280ഀ 26,280ഀ Total Guests per Roomഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ 2ഀ Total Guests, Ski Season Onlyഀ 4,181ഀ 25,912ഀ 26,806ഀ 26,806ഀ 26,806ഀ 26,806ഀ 26,806ഀ 26,806ഀ 26,806ഀ 26,806ഀ % Occupants who skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ %of time skiing occupants skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ Skier Days Generatedഀ 2,352ഀ 14576ഀ 15,078ഀ 15,078ഀ 15,078ഀ 15,078ഀ 15,078ഀ 15,078ഀ 15,078ഀ 15,078ഀ 137,553ഀ Displacement Factor @15%ഀ (353)ഀ (2,186)ഀ (2.262)ഀ (2,262)ഀ (2.262)ഀ (2,262)ഀ (2,262)ഀ (2,262)ഀ (2.262)ഀ (2,262)ഀ Avg. Lift Ticket Priceഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ Incremental Lift Ticket Revenuesഀ 147,019ഀ 911,122ഀ 942,540ഀ 942,540ഀ 942,540ഀ 942.540ഀ 942.540ഀ 942540ഀ 942,540ഀ 942.540ഀ 8.598459ഀ Lift Tax Revenues to Vail @ 4%ഀ 5,881ഀ 36,445ഀ 37,702ഀ 37,702ഀ 37,702ഀ 37,702ഀ 37,702ഀ 37,702ഀ 37,702ഀ 37,702ഀ 343,938ഀ W Condosഀ Total Number Keysഀ -ഀ 11ഀ 37ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ Owner occupancy @2l days per yearഀ -ഀ 231ഀ 777ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ Rental Guest Nights. net vacancyഀ -ഀ 1040ഀ 4,118ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ Avg. Guests per Key (i e. unit)ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ Total Guest Nightsഀ -ഀ 5082ഀ 19,582ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ Total Guest Nights, Ski Season Onlyഀ -ഀ 2.592ഀ 9.987ഀ 13.923ഀ 13,923ഀ 13,923ഀ 13,923ഀ 13,923ഀ 13,923ഀ 13,923ഀ %Guests who skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ % of time skiing guests skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ Skier Days Generatedഀ -ഀ 1.458ഀ 5,617ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7.832ഀ 7,832ഀ 61,897ഀ Displacement Factor @15%ഀ -ഀ (219)ഀ (843)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ Avg. Lift Ticket Priceഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ Incremental Lift Ticket Revenuesഀ -ഀ 91,134ഀ 351,150ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 3.869,212ഀ Lift Tax Revenues to Vail @ 4%ഀ -ഀ 3,645ഀ 14,046ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 154,768ഀ St Regis Condosഀ Total Number Keysഀ 11ഀ 35ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ 50ഀ 47ഀ Owner occupancy @2l days per yearഀ 231ഀ 735ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 1,050ഀ 987ഀ Rental Guest Nights. net vacancyഀ 891ഀ 3,802ഀ 5.775ഀ 5.775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ 5,775ഀ Avg Guests per Key (i. e. unit)ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ Total Guest Nightsഀ 4,488ഀ 18,146ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,300ഀ 27,048ഀ Total Guest Nights, Ski Season Onlyഀ 2,289ഀ 9,255ഀ 13,923ഀ 13,923ഀ 13,923ഀ 13,923ഀ 13.923ഀ 13,923ഀ 13,923ഀ 13,794ഀ %Guests who skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ % oftime skiing guests skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ Skier Days Generatedഀ 1287ഀ 5.206ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,832ഀ 7,632ഀ 7,759ഀ 69,074ഀ Displacement Factor @15%ഀ (193)ഀ (781)ഀ (1.175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,175)ഀ (1,164)ഀ Avg Lift Ticket Priceഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ Incremental Lift Ticket Revenuesഀ 80482ഀ 325,413ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 489,561ഀ 485,042ഀ 4,317,865ഀ Lift Tax Revenues to Vail @ 4%ഀ 3,219ഀ 13,017ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,582ഀ 19,402ഀ 172,715ഀ St Regis Fractionalsഀ Total Number Unitsഀ 6ഀ 18ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ 25ഀ Avg. Guests per Unitഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ 4ഀ Owner Occupancy Rateഀ 50%ഀ 65%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ 70%ഀ Total Guest Nightsഀ 5,256ഀ 17,082ഀ 25,550ഀ 25,550ഀ 25,550ഀ 25,550ഀ 25,550ഀ 25,550ഀ 25,550ഀ 25,550ഀ Total Guest Nights, Ski Season Onlyഀ 2,681ഀ 8,712ഀ 13,031ഀ 13,031ഀ 13,031ഀ 13,031ഀ 13,031ഀ 13,031ഀ 13,031ഀ 13,031ഀ % Guests who skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ % of time skiing guests skiഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ 75%ഀ Skier Days Generatedഀ 1,508ഀ 4,900ഀ 7,330ഀ 7.330ഀ 7,330ഀ 7,330ഀ 7,330ഀ 7,330ഀ 7,330ഀ 7,330ഀ 65,045ഀ Displacement Factor @15%ഀ (226)ഀ (735)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ (1,099)ഀ Avg. Lift Ticket Priceഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ 74ഀ Incremental Lift Ticket Revenuesഀ 94,254ഀ 306,325ഀ 458,179ഀ 458,179ഀ 458,179ഀ 458,179ഀ 458,179ഀ 458.179ഀ 458,179ഀ 458,179ഀ 4.066,012ഀ Lift Tax Revenues to Vall i 4%ഀ 3,770ഀ 12,253ഀ 18,327ഀ 18,327ഀ 18,327ഀ 18,327ഀ 18,327ഀ 18,327ഀ 18,327ഀ 18,327ഀ 162,640ഀ Total Incremental Skier Daysഀ 5,747ഀ 28,576ഀ 51,186ഀ 53,903ഀ 53.903ഀ 53,903ഀ 53,903ഀ 53,903ഀ 53,903ഀ 53,831ഀ 462,160ഀ Total Incremental Ski Lift Revenuesഀ 321,755ഀ 1,786263ഀ 3.199,679ഀ 3.369.508ഀ 3,369,508ഀ 3.369,508ഀ 3,369,508ഀ 3,369,508ഀ 3,369,508ഀ 3,364.989ഀ 28,889,732ഀ Total Lift Tax Revenues to Vailഀ 12,870ഀ 71,451ഀ 127,987ഀ 134,780ഀ 134,780ഀ 134,780ഀ 134,780ഀ 134,780ഀ 134,780ഀ 134,600ഀ 1,155,589ഀ O Lbഀ m Vഀ Ol Itഀ N 00ഀ a0 Oഀ (Oഀ N RRRQഀ CD 04ഀ O hഀ U) c"ഀ aMഀ Loഀ ai Mഀ 04ഀ ~ Mഀ c Nഀ ~Nഀ Oo Wഀ m0ഀ Mmഀ rmഀ mmഀ mNഀ mtDഀ .-rഀ OOഀ t0rഀ MOഀ rMഀ OOഀ rMഀ mNഀ r~-ഀ Jഀ Nഀ (DNഀ Nഀ Mഀ O)ഀ Fഀ Oഀ (Dഀ Nഀ Fഀ Nഀ l Oഀ O M~ O Nഀ m mrNONtഀ O N O O N M mഀ m (Dr N O OOഀ 0 0 0 0 0 0ഀ ONONNMഀ co o m N r Nഀ tr tNm rഀ O O N m t coഀ NrN rONഀ O toഀ mLDഀ Cഀ to r 0 m r- 'ഀ N N r 0 0 0 Nഀ (h r O N r Nഀ O r M t0 r Oഀ N r r t r Itഀ M tഀ P_ N (D It r ODഀ Nഀ ID N O OD N Mഀ N N Nഀ Dഀ r N t 0 C1ഀ N m co Mഀ r O m r Nഀ N m m O Nഀ N m o hഀ N M m Nഀ Oഀ r aഀ toഀ Nഀ m O mഀ Mt mMഀ Oഀ O M t0Mഀ Mഀ Omഀ vഀ vഀ (ഀ M mmrഀ vഀ mOഀ M rഀ m g rഀ Mഀ tഀ Mഀ tഀ mഀ tഀ (D rഀ Nഀ Mഀ Cഀ It N 00 O M Q O Nഀ O m r N O N 4a}ഀ O N O O N M mഀ m m r N O ODഀ 0 0 0 0 0 0ഀ O N O N N Nfഀ O O r r m toഀ O r m t Nഀ O O N m Nഀ N r N O Nഀ N Oഀ ITഀ Nഀ N r O m r}ഀ N N G O O Nഀ M r O N rNഀ M r r m r tDഀ N r r r Itഀ toഀ rഀ r U1 to t~tqഀ m N O mNMഀ lഀ r Nt 0 Vtഀ m m Mഀ r M 7 m nഀ N M mഀ l) Nഀ N m OLO rഀ l) N m a}ഀ Nഀ rNഀ oഀ N N (D O mഀ M t m Mഀ N N N Cഀ ) W Oഀ M M N Mഀ Nഀ O m tഀ Cഀ m m m rഀ Cഀ M m m rഀ Vഀ t tഀ m Oഀ m rഀ OD rഀ t vMഀ t Cl) vഀ tഀ Cl)ഀ mഀ Nഀ Nഀ t N OD O M O Nഀ O OD P N O N aaഀ O N O O N M mഀ m m r N 0 aoഀ 0 0 0 0 0 0ഀ O t0 O (O (O Mഀ o o r r m t0ഀ O r m t Nഀ o o N m t coഀ N r N r O Nഀ N Oഀ Nഀ N rOm raഀ N tn'-0 0 0Nഀ M.-ONrNഀ M r r mrNഀ N r rtr t_ഀ r01ഀ r N mT aoഀ Nഀ (D N OOD NMഀ t0 Nഀ Dഀ r NtaMഀ N mഀ m Mഀ r M It mrഀ N M m m Nഀ N mO 011ഀ N M t0 m Iഀ rNഀ t0ഀ m O m rഀ Nഀ Mtm Mഀ Mഀ Nഀ Oഀ mMtOMഀ rഀ oഀ ( D ~mrഀ M m mrഀ tഀ mOഀ mrrഀ CO '-rഀ t Cl)ഀ t Mഀ t mഀ mrഀ Nഀ rഀ Cഀ t N m o M t O Nഀ m mrNONtഀ O N O O N M 0)ഀ m mrNO ODഀ 0 0 0 O O Oഀ Ot0Ot0NMഀ O O r r m toഀ O r (DNഀ tഀ O O N m t 00ഀ tD r Nr ONഀ N Oഀ tഀ Nഀ N r 0 m r pഀ N N r 0 0 0 Nഀ M r O N r Nഀ M r r m 'ഀ N r r t r Itഀ r OIഀ r N mDഀ N Nഀ (D N Om NMഀ N t0 Nഀ ODഀ r U) tomഀ N m m Mഀ r m tmrഀ N M m m Nഀ l0 (OO(Orഀ N M N m tഀ r- toഀ Iഀ ccഀ to O mഀ n t m Mഀ Mഀ Oഀ M M N Mഀ O m tഀ m tD mഀ M m m rഀ vഀ tഀ m Oഀ m rഀ m rഀ t v Mഀ t v mഀ tഀ mഀ mഀ Nഀ Nഀ t N m O M t O Nഀ O N O O N M mഀ 0 0 0 0 0 0ഀ O O r r m t0ഀ O O N m t mഀ N Oഀ Gഀ m m r N O Nഀ O m rഀ Nഀ m m r N 0 ODഀ c 0 0 Nഀ N Lഀ O N O N N mഀ Mഀ O Cl r Nഀ o r r (D t cmഀ r Nഀ Mഀ t0 r N O Nഀ Nഀ r t r tഀ t71ഀ Nഀ rഀ r N (O It aoഀ N Nഀ O rഀ (D N O co N Mഀ N N Nഀ mഀ rഀ r N t O toഀ N m OD Mഀ r -Mഀ r M t m P.ഀ N M m m Nഀ rഀ N (D O N nഀ N M t0 m aഀ nഀ r Nഀ toഀ m o m rഀ MtmMഀ Mഀ c)ഀ mM t0Mഀ O(Dt~ഀ to mm~ഀ vഀ M m (Orഀ tഀ mOഀ M r rഀ co r rഀ It mഀ tഀ mഀ t mഀ m rഀ Nഀ Nഀ Cഀ t N m o M t o Nഀ m m r N O N tഀ O N O O N M mഀ m m r N 0 c- tqഀ 0 0 0 0 0 0ഀ O N O N N Mഀ O O r r m toഀ O r r m t Nഀ O O N m T 00ഀ t0 r N O Nഀ N Oഀ ?ഀ Nഀ (O r O m r tഀ N N r 0 0 0 Nഀ O' r O N r Nഀ M r r m r Nഀ t0 r r t r Itഀ r OIഀ r N (D ar coഀ Nഀ m N O m N Mഀ N N Nഀ mഀ r NtOmഀ N mഀ Co Mഀ r MIt m rഀ N M m M Nഀ N (D O U) r-ഀ N M N coഀ rNഀ Nഀ Nഀ m o mഀ MtCD Mഀ Mഀ Oഀ M M tOMഀ oഀ ctഀ Tഀ m mm~-ഀ Vഀ Mm mrഀ vഀ Itഀ mOഀ m.-rഀ m ~ rഀ -ഀ tMഀ Mഀ tഀ Mഀ tഀ mrഀ ഀ ~ഀ Nഀ t N co o M t o Nഀ O N O O N (7 mഀ O O O O O Oഀ 0 0 r I~ m toഀ O O N m t tDഀ N Oഀ m mr NO Ntഀ co (Dr N 0 coഀ ONONNMഀ 'ഀ Or ~(DtNഀ U) ONഀ tഀ Nഀ N r O m r tഀ N N r 0 0 0 Nഀ Oഀ ) O N r Nഀ (`7 r r( Nഀ t0 r r t r Vഀ r mഀ r N mt~tqഀ N N ID O mഀ (D N OmNMഀ N N N M m oഀ r NtOtrഀ N m m Mഀ r MIT mrഀ N M m m Nഀ U) ID Otprഀ N M N m tഀ rtDഀ It toഀ nt mMഀ m M Nmഀ Om tഀ Vഀ mmmഀ vഀ Mmmrഀ vഀ (DOഀ m g rഀ m g rഀ Mഀ tഀ Mഀ tഀ Mഀ tഀ m rഀ Mഀ CO N (D O m M m Nഀ O N O O N M mഀ N O O m t toഀ O O r r m wഀ O O N m t wഀ N t0ഀ M r co 0 co mഀ m m r N 0 ODഀ m N t m t0 Nഀ O r m t Nഀ t0 r N O Nഀ Mഀ Nഀ r t r m n M Mഀ N t0 r c 0 0 Nഀ t0 r- N N IQ ODഀ M r r m r Nഀ N r r t r Itഀ m tഀ m M NO W wഀ N N ID (D O Oഀ m N O co NMഀ N It) N M co oഀ m r0 (Dmഀ Cl) It m mഀ r Mtm rഀ N M m M Nഀ N (D ONrഀ tഀ N M N coഀ O 0ഀ Onr-Mഀ mMNMഀ rnttഀ mmm~ഀ Mm(Dഀ t0ഀ m r-ഀ rഀ m rഀ N V Nഀ t v Mഀ t V Mഀ Nഀ Nഀ Nഀ (D N ONmt tDഀ ?Nm0 m MNഀ NOONN ODഀ Oഀ Nഀ m o mr coഀ 0ഀ NOr`~'mNഀ O N Nഀ ODഀ Oഀ m wഀ Zഀ Nഀ It m r N N m mഀ N t O r m Dlഀ o O r m O m rഀ t m r- m t Nഀ OD Nഀ Itഀ O r M M M Ofഀ t r t tഀ 0ഀ r m m r nഀ rഀ toഀ c! r O m r Nഀ M Mഀ CDഀ t m mt coഀ tO O NMmMഀ Nഀ N NtrNഀ Nഀ m m rtഀ rഀ r mtt 00ഀ mഀ l)ഀ Mഀ hഀ Oഀ t Nഀ N m N 01ഀ Nഀ m N M Nഀ m r tഀ rഀ (Dഀ rഀ m Oഀ O tD rഀ rഀ m 01ഀ Cഀ mഀ tഀ mഀ N Nഀ Oഀ V~ഀ mഀ rഀ vഀ m Nഀ ഀ N Nഀ tഀ Jഀ yഀ Fഀ LLഀ Jഀ Oഀ m N m 0 t m Nഀ O m 0ഀ lഀ mഀ Oഀ t0ഀ OD O t O t rഀ m r (D Nഀ mഀ m O N a N Oഀ N r 0 0 0 Nഀ Mഀ r Mഀ Zഀ Nഀ Oഀ rഀ rഀ Cഀ ) rഀ O r Mഀ ~ M r to Mഀ ഀ rഀ t r m N t mഀ N r- O m N Clഀ N Nഀ t m m N rഀ t t r Nഀ t0 N M m 0ഀ m Mഀ Zഀ m ow tഀ M N rഀ to r t Nഀ r v tDഀ m M N Mഀ m v rഀ m 0ഀ t0 rഀ (nഀ r rഀ Nഀ Wഀ mഀ zഀ Wഀ >ഀ Wഀ Kഀ Xഀ Qഀ yഀ mഀ cഀ aഀ mഀ >ഀ Wഀ Jഀ eഀ oഀ eഀ apഀ c oഀ 7ഀ II oഀ mഀ -ഀ Qഀ d> dtഀ dtഀ c d>ഀ tഀ a) daഀ >ഀ cഀ ) tഀ E>ഀ >ഀ >aഀ >aഀ ~>aഀ ~>aഀ Qഀ >aഀ Wഀ m o o n 'Aഀ c d 'mഀ aഀ aഀ o B. 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'pഀ 0ഀ Nഀ _ഀ C7 C7 'ഀ Oഀ Uഀ Oഀ Oഀ Uഀ 'ഀ Oഀ =ഀ Vഀ Fഀ 'ഀ pഀ _ Uഀ Fഀ Oഀ Uഀ Cഀ - u!ഀ _ഀ _ഀ 6 yഀ to fഀ p C Uഀ Nഀ t0ഀ 2ഀ _ഀ O y (ഀ roഀ Oഀ yഀ J C C7ഀ 2ഀ Nഀ lV yഀ O y Nഀ yഀ Oഀ C C)ഀ dഀ O y Nഀ yഀ (Dഀ C (7ഀ p dഀ Nഀ a Nഀ yഀ C (7ഀ 2' t0ഀ o n dഀ l6 Aഀ uഀ Nഀ S Oഀ yഀ Uഀ O yഀ q'_ഀ 'ഀ U N p yഀ yഀ yഀ ~OFFw(D0zu)ഀ U) OFF(ഀ c7ഀ ozmഀ ~Fw0(3zmഀ u) J)(Dozmഀ u) u)(Dozaഀ F~ഀ N 7 M Mഀ NN 0 t0ഀ 0 r 11 (0ഀ r M f0 ~ഀ rഀ 00 - ON- Mi 0wM wm07ഀ °MO C O 0Rr V0f WMO^ഀ N O V) O MM (N D0 00)(~~~ഀ 0 0 V Vഀ 00 l0 N'- O) 0007ഀ 0 O NN 0 O NM00 (Dഀ (00 Oഀ MMO O O (00 f-N 00011ഀ Cl) O N O NON OO 0n711ഀ M M(0 (QD)M a) N V (0ഀ OO (00 N10000ഀ 0 r Mt070ഀ ON r- M (DC C Mഀ OD 0 11 0 [D 7 I (Oഀ MM N W) ~(0 N0ഀ N N U7 7ഀ Nഀ Ino 11 0 N11 0 C) (DM 0'770 NNMഀ 10 0 O O o NON OO V O Wഀ 1fഀ q M 0 CO (O O N 0 N O OD N O )0 10 M nഀ N 0 It 01 0M 7(0 N711N fl- (lfഀ M 0^,ഀ M OONM M 700N 011ഀ O 0 (0 N M 0 0ഀ Nഀ 0 11 OD N r 0M(DM w 7701 N N M Mഀ O M 0 M 0 O N 0 c O 0 N to N N M Nഀ N 0 7 0 0M7(0 N7~1n n1f) Mഀ M 0 (0 N Cl) M It aoN OD 11 M rഀ 0- 0 0 N M 0 coഀ rഀ Nഀ 0 Oo r NN ~ 0(11001 00001 (Oo 11 00 N11 0M 0 M 08701 NNMMഀ 00 O 0NO NM 0 (D (0O O O 0 NON a0 O Nഀ N MMO O O 00 f-M 0c0 O11 OM 0 0 0 ONCOc OOON I 9 10MNഀ M O (n O N O N O [O 7 11 N O) 7 rn m n 7 m N~ 11 N f- 1A Mഀ M M(0(DM 0(0 M M 00(0 N M M7 m (f) m11Mrഀ ~0 (ON 7 O r0) (ONM CO_ 0rഀ r r r r r r Nഀ O 00 r 0 (001 0007ഀ 0 O 0 O 0) 0 N O N Cl) 0 0ഀ M MO O O (000110 00011 00 M O In O MNMM 71 7 0 V Nഀ ~0 (ON 7ഀ O o n 0(`')(0 M 07701 NNMMഀ O O O O1ഀ NON 00 7 0 Nഀ O M 0 0 0 0 G 0 O NCOO 0 0N V IQ NM Nഀ N 0 It 0) OO M7 (0 N7f- 10 n N ~Mഀ M CO(DN M M700 (0 011Mrഀ 0~0 (DNM OD 0rഀ r r r ~ Nഀ 0o r ONr 0M wo COO) 07ഀ 0 V (1) O O O OMr YO) M 0Orഀ n O (0 O N0 N00 07711ഀ M r M(O 00 00710ഀ 0 0 v7ഀ 00 - ION- 0M(DO1 0007ഀ (00~ O .--0 NO N Cl) 00(0ഀ MMO O O OOD f~N 0 co Ohഀ M O (0 O N0N0 007711ഀ M r r M l0 00 M 0 N 7 bഀ r 0 N 7ഀ M 0 11 0N11 0M0M 077 p0p1 NNMMഀ M 0 00 (D ONC_a OcOON 7 1~1M MNഀ N 0 7 m CO M 7(0 N It ~ (nഀ M o (DO M MNN 10 0011 corഀ Nഀ 0 0 11 CO NP- 0 MO M c0 V' 70 NNMMഀ Lr)ഀ O co 0 ID O N0001 OcOON It ~1nMNഀ N (7) It a) 00 M It (D N It 11 10 11 Wഀ M 00 (0 N M M It CO (0 00 11 M rഀ O ro) 0NM 00 0rഀ r r Nഀ 7 00 ~ (n N~ 0M (001 00007 M o 11 0N11 0 M(OM 007701 NNMMഀ 0 (D O O 0 NO N M m W N O O O X01 NON 00 O 10ഀ N M MO O O (DOrN 0OD011 O Cl); 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O Oഀ a oഀ n 10ഀ 1ഀ Oഀ vഀ Oഀ Oഀ Nഀ m mഀ N mഀ M nഀ N Oഀ ~ Nഀ b Oഀ ~ rഀ A Nഀ Mഀ nഀ N_ഀ ?ഀ N'ഀ Oഀ wഀ Hഀ o oഀ r oഀ Hഀ g °oഀ n mഀ H3ഀ ovഀ nഀ Nഀ Oഀ m mഀ N mഀ M nഀ 10 Oഀ ' rഀ rഀ Nഀ Nഀ Vഀ Nഀ (V Oഀ Nഀ Hഀ A Nഀ Mഀ wഀ inഀ Sഀ mഀ Oഀ r ov oഀ 1ഀ a ooഀ r mഀ °aഀ rഀ rഀ a ~ഀ eഀ iഀ -6 IDഀ m mഀ m oഀ ^ഀ acഀ mഀ p mഀ 0ഀ cOഀ M rഀ mഀ mഀ N 'Vഀ Vഀ Vഀ Oഀ Hഀ fV Vഀ ~ Nഀ Nഀ h hഀ Mഀ Hഀ f0ഀ mഀ toഀ o mഀ tO0Nഀ m oഀ k 5ഀ 0 0 0ഀ 100 I Oഀ 0 oഀ r 100ഀ mഀ aimഀ mഀ M mOഀ N Nഀ p NOഀ Mഀ N mഀ N mഀ N m mഀ OO N mഀ ap Mrഀ 1D Oഀ Oഀ NI Oj Vഀ m nഀ Orj rഀ 10 Vഀ wഀ r N Vഀ V ~ Nഀ M wഀ 1~ hഀ Mഀ Nഀ Mഀ ~ഀ 1n iഀ Nഀ oഀ mMഀ o Oഀ (Oഀ O m rഀ 10 nNഀ . Mഀ M Oഀ Oഀ ry n 1oഀ p OOഀ N ANഀ ~ഀ v mഀ r mOഀ Y Nmഀ m o Nഀ viMഀ Oഀ m MH ~ഀ wഀ vഀ m 1m0ഀ N Mഀ wഀ mഀ r ~ഀ M ~ഀ Nഀ _ഀ I~ഀ Nഀ Oഀ wഀ O Oഀ 0ഀ Oഀ 0 oഀ Vഀ v Oഀ Mഀ Iഀ mഀ Nഀ nഀ eഀ a mഀ m ~ mഀ m Mഀ vഀ mഀ mഀ p mഀ Oഀ v) 9ഀ m Oഀ aഀ c mഀ O- Oഀ Nഀ OO Mഀ O Nഀ Nഀ Nഀ Nഀ Oഀ mഀ N 0ഀ U)ഀ 0ഀ N Oഀ wഀ Nഀ Vഀ wഀ Nഀ Hഀ t Dഀ mഀ Hഀ Sഀ O Oഀ Mഀ 7ഀ w Oഀ ~ Oഀ Uഀ oഀ o wഀ mഀ c mഀ oഀ oഀ aഀ Wഀ >ഀ oഀ > u)ഀ LLഀ Oഀ jഀ cഀ 7 oഀ Uഀ cഀ 0 0ഀ Zഀ Oഀ Nഀ dഀ Nഀ o 0ഀ 0ഀ ~ഀ Cഀ cഀ oഀ dഀ vഀ Nഀ Wഀ U Kഀ oഀ mഀ c _ഀ _ഀ Nഀ mഀ Kഀ >ഀ o Oഀ Oഀ ~ഀ N Nഀ Nഀ yഀ Nഀ Cഀ a sഀ C Cഀ ~ഀ _ഀ 1n (nഀ toഀ Wഀ ~ഀ E Eഀ 0 oഀ 'ji Eഀ oഀ 'r, Z'ഀ v aഀ 'r"ഀ cഀ dഀ u`ഀ cഀ Fഀ fഀ Fഀ N Nഀ Nഀ U Uഀ Uഀ Nഀ fn 1nഀ 1nഀ fn u)ഀ yഀ Nഀ F-ഀ F-ഀ Uഀ dഀ Q ~ I O Oഀ Olഀ Economics Research Associatesഀ Proposal to Prepare aഀ FINANCIAL CRITIQUE ANDഀ ANALYSIS OF TWO PROPOSALS TOഀ REDEVELOP THE LIONSHEADഀ PARKING STRUCTUREഀ Prepared forഀ THE TOWN OF VAIL, COLORADOഀ Submitted byഀ Economics Research Associatesഀ December 22, 2006ഀ ERA Project No. 47517ഀ 388 Market Street, Suite 1580ഀ San Francisco, CA 94111ഀ (415) 956-8152 FAX (415) 956-5274 www.econres.comഀ Los Angeles San Francisco San Diego Chicagoഀ Washington DC New York Londonഀ Economics Research Associatesഀ December 22, 2006ഀ Russell Forrestഀ Directorഀ Community Development Departmentഀ 75 Frontage Rd.ഀ Vail, CO 81657ഀ ERA No. 47517ഀ Re: Proposal for Financial Analysis of Two Proposals to Redevelop the Lionsheadഀ Parking Structureഀ Dear Mr. Forrest:ഀ Economics Research Associates (ERA) is pleased to submit this proposal to conduct aഀ financial critique and analysis of the two proposals the Town of Vail has shortlisted toഀ redevelop the Lionshead parking structure. As you know, ERA is familiar with theഀ redevelopment opportunity in Lionshead, having studied the same site on behalf ofഀ the Town of Vail when the conference center was being considered among otherഀ world-class public facilities. ERA has also worked with both of the finalists over ourഀ 45+ year history in consulting, East West Partners and Hillwood, but we have had noഀ work for either in several years and have no existing or anticipated future contractsഀ with them.ഀ ERA STATEMENT OF QUALIFICATIONSഀ We are confident you will find ERA to be eminently qualified to conduct thisഀ analysis. With more than 16,000 consulting engagements to its credit, ERA hasഀ established itself as a leader in economic research and analysis. Founded in 1958,ഀ ERA has grown to a staff of over 125 with offices in San Francisco, Los Angeles, Sanഀ Diego, Chicago, New York, Washington, D.C., and London. Specializing inഀ economic development and planning; real estate and land use; recreation, tourism,ഀ and leisure time; and transportation systems, ERA conducts economic base studies,ഀ urban redevelopment feasibility assessments, long-range master plans, and studiesഀ involving growth and development policies. The firm is frequently called upon toഀ assess fiscal impacts of development projects and policies, and often performsഀ negotiating services and analyses for public clients seeking public-private ventures.ഀ ERA has studied the marketability, feasibility, and appropriate project densities for allഀ property sectors, and often conducts project valuation analyses, portfolio reviews, andഀ prepares independent review valuations during sales transactions. The firm has globalഀ experience in resort communities, and in the financial modeling of public-privateഀ partnerships.ഀ 388 Market Street, Suite 1580 San Francisco, CA 94111ഀ (415) 956-8152 FAX (415) 956-5274 www.econres.comഀ Los Angeles San Francisco San Diego Chicago Washington DC Londonഀ Economics Research Associatesഀ December 22, 2006ഀ Page 2ഀ More detailed qualifications of ERA including range of services and lists of previousഀ clients are presented in the attached brochures. Further information about ERA canഀ be obtained from our website at www.econres.com. If you require any other generalഀ qualifications for consultant selection, please do not hesitate to contact me.ഀ ERA's approach to providing this type of high-level financial advice and negotiatingഀ strategy to public entities is to rely heavily on principal-level senior staff. ERA hasഀ identified three key specific individuals to collaborate on this assignment. This sameഀ team is currently finishing up a similar high-stakes project for the City ofഀ Albuquerque (described in more detail in the references section below). Stevenഀ Spickard will serve as principal analyst and will be the individual presenting theഀ results to the Town Council at the conclusion of this rapid-fire assignment. Jamesഀ Edison is a bond attorney, as well as economic consultant, and will advise the team onഀ the feasibility of the financing proposed. William Lee will serve as a consultingഀ principal. All three are based in ERA's San Francisco office and routinely interact onഀ a daily basis. Resumes for all three are included in this proposal. Research assistanceഀ will be provided as necessary from ERA's staff of 19 in San Francisco. Principals inഀ other ERA offices are also likely to be consulted for specific technical financialഀ questions.ഀ Four references are provided below. All four are current projects. Each of theഀ projects involves one or more of the three key principals proposed for the Town ofഀ Vail.ഀ City of Albuquerque, NM.• All three ERA principals are currently assisting the Cityഀ of Albuquerque negotiate a development agreement with Forest City Coventry for theഀ Mesa del Sol project. A state-of-the-art 12,900-acre new community with 8,000ഀ housing units, 6.2 million square feet of commercial, and $640 million in publicഀ infrastructure needs in the first phase alone. Steve Spickard's work for Albuquerqueഀ will be completed during the week of January 2" d, and will be available to work onഀ the Town of Vail assignment upon selection January 5th. Bill Lee will be making theഀ final presentation of ERA's Albuquerque work on January 10th, leaving the ERA teamഀ free to work on Vail's assignment through the rest of January.ഀ Client reference: Laura Masonഀ Director of Council Servicesഀ City of Albuquerqueഀ (505) 768-3112ഀ City and County of San Francisco, CA: Steve Spickard is currently assisting Sanഀ Francisco negotiate with a private consortium of Anschutz Entertainment Group,ഀ Another Planet Entertainment, and SMG regarding the public-private partnership toഀ Economics Research Associatesഀ December 22, 2006ഀ Page 3ഀ be created to redevelop and reuse the historic Bill Graham Civic Auditorium in Sanഀ Francisco's Civic Center. The plan is to create a state-of-the-art entertainment venueഀ in an underutilized 90-year old shell of a structure.ഀ Client reference: John Noguchiഀ Director of Convention Facilities & Property Managementഀ City and County of San Francisoഀ (415) 554-9809ഀ Bay Area Rapid Transit (BART): ERA is currently providing negotiating assistanceഀ to the Bay Area's primary commuter rail provider in developing its station areaഀ properties to capture real estate value. Bill Lee is currently advising BART on theഀ development agreement for the Pleasant Hill BART station area.ഀ Client reference: Jeff Ordwayഀ Manager of Property Developmentഀ BARTഀ (510) 464-6114ഀ City of Vallejo: ERA has provided economic consulting services to the City ofഀ Vallejo at the north end of the San Francisco Bay Area over a number of years for aഀ variety of projects. James Edison, assisted by Steve Spickard, is currently helping theഀ City to negotiate with Lennar regarding the development of Mare Island, a formerഀ Naval Shipyard, to be redeveloped with 1,700 new residential units, several millionഀ square feet of commercial and industrial development, toxic clean-up, and otherഀ infrastructure improvements.ഀ Client reference: Craig Whittomഀ Community Development Directorഀ City of Vallejoഀ (707) 648-4579ഀ COST ESTIMATEഀ ERA has reviewed the scope of work outlined in the RFP and concurs that the stepsഀ are appropriate as described. The tasks are reiterated below with estimated hours andഀ budget required to conduct each task. From previous experience with rapid-responseഀ negotiating assistance assignments such as this, we recognize that early investigationsഀ may reveal existing information that makes it unnecessary to conduct each task in itsഀ entirety as outlined in the table below. For this reason, ERA proposes to work on aഀ time-and-expenses basis for this assignment. ERA will not exceed $50,000 inഀ Economics Research Associatesഀ December 22, 2006ഀ Page 4ഀ professional time without prior authorization. Expenses will be billed separately andഀ are not expected to exceed ten percent of the professional time cap.ഀ ERA COST ESTIMATEഀ Billing Ratesഀ TASKS SPECIFIED IN RFPഀ Person-Hoursഀ Principalഀ Consultingഀ Analystഀ Principalsഀ Spickardഀ Edison Leeഀ $260ഀ $240 $320ഀ Aഀ Review financial capabilityഀ 8ഀ 8ഀ 4ഀ Bഀ Evaluate financing structureഀ 8ഀ 8ഀ 8ഀ Cഀ Evaluate financial guaranteeഀ 4ഀ 4ഀ 8ഀ Dഀ Feasibility of public benefitsഀ 24ഀ 4ഀ 2ഀ Eഀ Side by side comparisonഀ 16ഀ 2ഀ 2ഀ Fഀ Identify risksഀ 4ഀ 2ഀ 2ഀ Gഀ Enhance Town negotiating positionഀ 8ഀ 4ഀ 4ഀ Hഀ Determine IRRഀ 8ഀ 4ഀ Present to Town Council Feb. 6thഀ 16ഀ Estimated Professional Timeഀ Not to Exceed Amountഀ 96 32 34ഀ SCHEDULEഀ $50,000ഀ ERA is prepared to start this work immediately in the new year, and if it can beഀ contracted on January 51", we are confident we can deliver a written report to theഀ Town on February 1'`. ERA is prepared to then present this work at the Townഀ Council meeting on February 6t .ഀ AUTHORIZATION TO PROCEEDഀ For your convenience, this assignment may be initiated by return of oneഀ countersigned copy of this proposal. Alternatively, this letter proposal may form theഀ basis of a standard Town of Vail contract form if you so choose. The client has theഀ option of terminating the study at any time with only the costs incurred to date beingഀ due and payable. Other routine contract provisions of ERA are included in theഀ attached Standard Proposal Addendum.ഀ Researchഀ Estimatedഀ %ssistanceഀ Costsഀ Researchഀ $109ഀ $5,280ഀ $6,560ഀ $4,560ഀ 40ഀ $12,200ഀ 16ഀ $7,024ഀ $2,160ഀ $4,320ഀ $3,360ഀ $4,160ഀ 56ഀ $49,624ഀ Economics Research Associatesഀ December 22, 2006ഀ Page 5ഀ Thank you for the opportunity to submit this proposal. If modifications of thisഀ proposal would fit your expectations better, please to do not hesitate to call. We lookഀ forward to again being of service to the Vail community.ഀ Respectful submitted,ഀ Steven E. Spickardഀ Senior Vice Presidentഀ Attachment: Standard Proposal Addendumഀ Accepted by:ഀ Date:ഀ Title:ഀ Economics Research Associates December 22, 2006ഀ Page 6ഀ PROPOSAL ADDENDUMഀ It is understood by the client that Economics Research Associates (ERA) can make noഀ guarantees concerning the recommendations that will result from the proposedഀ assignment, since these recommendations must be based upon facts discovered by ERAഀ during the course of the study and those conditions existing as of the date of the report.ഀ To protect you and other clients, and to ensure that the research results of ERA's workഀ will continue to be accepted as objective and impartial by the business community, it isഀ understood that our fee for the undertaking of this project is in no way dependent uponഀ the specific conclusions reached or the nature of the advice given by us in our report toഀ you.ഀ It is agreed by the client that the report is not to be used in conjunction with any public orഀ private offering of debt or equity securities without prior written consent.ഀ It is further agreed that the client will indemnify ERA against any losses, claims, damagesഀ and liabilities under federal and state securities laws which may arise as a result ofഀ statements or omissions in public or private offerings of securities.ഀ It is agreed by the client that payment for the services of ERA is due upon receipt of theഀ invoice; that full payment is due upon receipt of the completed report; and that ERA has theഀ right to withhold delivery of the final report pending receipt of any overdue payments.ഀ In the event any invoice is not paid within 30 days after rendering of the invoice it shallഀ commence bearing interest on the date the invoice was rendered at the rate of 18 percentഀ per annum (or such lesser rate as may be the maximum interest permissible underഀ applicable law) and the client agrees to pay all accrued interest, together with the chargesഀ for services rendered as provided for in this agreement. In addition, should an unpaidഀ invoice be referred to our attorneys for collection, the client agrees to pay their reasonableഀ fee for such work, as well as any costs of suit which may be incurred.ഀ It is further agreed by the client that the report will be presented to third parties in itsഀ entirety and that no abstracting of the report will be made without first obtaining theഀ permission of ERA.ഀ It is understood by ERA that the findings of this report are the proprietary property of theഀ client and they will not be made available to any other organization or individual withoutഀ the consent of the client.ഀ This proposal will remain in force for a period of 60 days from the date shown hereon.ഀ ECONOMICS RESEARCH ASSOCIATESഀ STEVEN E. SPICKARD, Senior Vice Presidentഀ Qualifications for Economic and Financial Modelingഀ Mr. Spickard has conducted over 350 successful consulting assignments in his 28 years withഀ ERA. His primary area of specialization is in assessing the economic and financial implicationsഀ of development projects and changes in public policy. A selection of projects that reflect thisഀ specialized modeling experience include the following:ഀ • City of Albuquerque - Economic and fiscal model review for the Mesa del Sol master plannedഀ community project proposed by Forest City Coventry;ഀ • City and County of San Francisco - Analysis of private proponent pro forma for operations ofഀ the redeveloped Bill Graham Civic Auditorium;ഀ • Archdiocese of Santa Fe - Financial pro forma modeling to assist the Church in negotiatingഀ with private development partners for reuse of the historic Church properties in the heart ofഀ Santa Fe, New Mexico;ഀ • City and County of San Francisco - Economic feasibility and impact of expanding theഀ Moscone Convention Center;ഀ • City of Los Angeles - Economic and fiscal implications of changing management policies forഀ the Los Angeles Convention Center;ഀ • State of Utah - Analysis of the feasibility of holding the Olympic Winter Games in Utah, andഀ assessment of the immediate and long-range economic impacts;ഀ • US Navy - Economic impact analysis in the San Francisco Bay Area from the simultaneousഀ closure of five major navy bases;ഀ • City of Santa Barbara - Evaluated long-range growth strategies for the City using a scenarioഀ analysis format to project alternative futures, including the economic impact of the city'sഀ tourism economy;ഀ • Blockbuster Entertainment Corp. - Economic impact and tax revenue generation ofഀ developing a billion dollars worth of real estate in South Florida, including an arena, a stadium,ഀ an entertainment village, and visitor-serving hotel and meeting facilities;ഀ • Army Corps of Engineers - Assessment of the fiscal and economic impacts of developing of aഀ major new ski and golf resort at Lake Tahoe;ഀ • San Francisco Giants - Economic impact of baseball franchise and of a new downtownഀ ballpark;ഀ • Oakland-Alameda Coliseum Commission - Economic impact of constructing the newഀ Oakland Arena;ഀ • State of Washington - Economic implications of five proposed themed attractions designed toഀ draw additional tourists from out-of-state;ഀ • San Francisco Planning and Urban Research Association - Economic and fiscal importanceഀ of tourism to San Francisco; andഀ • Los Angeles Convention and Visitors Bureau - Economic impact of the total tourismഀ industry in Los Angeles County.ഀ At the local level, Mr. Spickard has developed a series of computer models for estimating fiscalഀ impacts of development projects and public planning efforts. Examples of these include:ഀ • Oakland Athletics - Economic and fiscal impacts of moving the MLB franchise to Fremont,ഀ California, along with developing 2,900 new residential units and creating a Ballpark Villageഀ retail and mixed-use development;ഀ • Midpeninsula Regional Open Space District - Fiscal analysis of the proposed annexation ofഀ 140,000 acres of coastal San Mateo County into this special district;ഀ • City of Walnut Creek - Fiscal implications of five alternative long-range developmentഀ scenarios for the Downtown Core Area;ഀ • Solano County - Evaluation of the fiscal effects of making changes in the Solano Countyഀ General Plan that would have allowed the development of "New Towns" in protectedഀ agricultural greenbelts;ഀ • Spanish Bay Resort - Fiscal impact of a major new Pebble Beach resort on the Montereyഀ Peninsula;ഀ • City of Dublin - Fiscal impact of developing 7,000 acres in Eastern Dublin; andഀ • City of Half Moon Bay - Fiscal impact of developing the Ritz Carlton oceanfront resort hotelഀ and conference center.ഀ Prior to joining ERA, Mr. Spickard spent several years at SRI, International, and had job experienceഀ in local, regional, state and federal governments. Mr. Spickard graduated Magna cum Laude fromഀ the University of California, Berkeley, with a BA in economics. He later returned to Berkeley toഀ earn a Masters degree in City and Regional Planning. Steven E. Spickard, A.I.C.P., is a charterഀ member of the American Institute of Certified Planners.ഀ ECONOMICS RESEARCH ASSOCIATESഀ JAMES A. EDISON, Principalഀ Mr. Edison has been in the land planning and development economics consulting profession since 1997ഀ and has been with Economics Research Associates (ERA) since 2005. Mr. Edison specializes in servicesഀ related to planning, real estate development and infrastructure projects, working for both municipalitiesഀ and private developers.ഀ • Mr. Edison served as finance, economic and fiscal consultant to the developer of East Garrison at theഀ former Fort Ord in Monterey County, a development encompassing 1,460 homes designed as a newഀ town, with a town center and historical arts/cultural district.ഀ • Mr. Edison advised the City of Vallejo in negotiations with the Lennar Corporation over the jointഀ development of Mare Island, a former shipyard and naval base. Mr. Edison also assisted Lennar withഀ the public financing of infrastructure for development of the former Hunters Point Naval Shipyard inഀ San Francisco.ഀ • Mr. Edison served as economic and fiscal consultant to the Mountain House new town developmentഀ in San Joaquin County, California. Mountain House consists of approximately 20,000 homes andഀ over three million square feet of commercial development, including regional and neighborhoodഀ serving retail, offices, hotels and industrial parks. Mr. Edison provided market analysis andഀ infrastructure financing plans for each phase of the development, as well as a fiscal analysisഀ examining the effect of the development on the County's finances.ഀ • Mr. Edison worked as a land economist and public finance consultant for the Coyote Valley Specificഀ Plan in San Jose, a development that will eventually encompass 25,000 homes and 50,000 jobs. Mr.ഀ Edison provided financing feasibility analysis for the infrastructure required, and an examination ofഀ phasing to determine which components of Coyote Valley should be developed first to facilitate theഀ more expensive early infrastructure.ഀ • Mr. Edison provided financing and implementation strategies for a number of reuse projects forഀ closed military bases in California, including Hunters Point Naval Shipyard and Treasure Island in theഀ City of San Francisco and El Toro MCAS in Orange County, California.ഀ • Mr. Edison has also provided development impact fee programs and infrastructure developmentഀ strategies for a number of Cities and Counties in California.ഀ • Mr. Edison has wide experience with the financial and fiscal implications of development forഀ municipalities, and has worked on fiscal impact analyses of General Plans, Specific Plans,ഀ development projects and municipal reorganizations all over the state of California.ഀ • Mr. Edison has worked with municipalities throughout California on the revitalization and reuse ofഀ downtown areas and the creation of new commercial centers.ഀ Before joining ERA, Mr. Edison was a Vice President with Economic & Planning Systems, Inc., and aഀ public finance attorney with the firm of Orrick, Herrington and Sutcliffe, LLP. At EPS he specialized inഀ finance, fiscal impact, feasibility, and market studies for public and private projects. At Orrick Mr.ഀ Edison was a public finance attorney and worked on a wide variety of projects, including the $1 billionഀ financing of the Alameda Corridor project connecting the Ports of Long Beach and Los Angeles to theഀ Los Angeles rail yards. He received his BA degree from Harvard University, and his JD and MPPഀ degrees from the University of California, Berkeley. Mr. Edison is a member of the State Bar ofഀ California and a licensed real estate broker.ഀ ECONOMICS RESEARCH ASSOCIATESഀ WILLIAM W. LEE, Executive Vice Presidentഀ Qualifications in Public Agency Development Analysis and Negotiationsഀ Mr. Lee has been active in the land development and urban redevelopment economics consulting professionഀ since 1969 and has been with ERA since 1976. During this over 30 years of practice, he has specialized inഀ market and financial analysis services to land developers, community redevelopment agencies, planningഀ departments, planning/design firms and academic institutions. Some of his more significant assignmentsഀ and clients are highlighted below:ഀ King County in Washington recently retained ERA and Mr. Lee as project manager to be its primeഀ contractor for its market strategy and development packaging program for at least 20 propertiesഀ scattered throughout the greater Seattle area. Key projects include Convention Place in downtownഀ Seattle, the University District Parking Association property near the University of Washington, theഀ expansion parcels for the Northgate Shopping Center, multi family property in Redmond near theഀ Microsoft Campus and a central downtown Burien parcel. The County's objective is to stimulateഀ higher density residential development around transit stations on public properties to increase transitഀ patronage. ERA's role is to provide the market and financial analysis in support of developerഀ solicitations, to assist in the selection of developers and to negotiate with selected developers.ഀ The County of Santa Clara General Services Administration retained Mr. Lee to examine 15 parcelsഀ of potentially surplus property. These properties ranged from a school site in Palo Alto to apartmentഀ sites in San Jose and mixed use possibilities on the First and Hedding parking lot property. Theഀ evaluation included physical description, determination of highest economic use, financial analysisഀ of supportable land value through development, valuation based upon comparable sales, leaseഀ evaluation, consideration of County internal needs and joint development analysis.ഀ Redevelopment agencies often call upon Mr. Lee to assist with analysis or negotiations with developersഀ and to prepare reuse appraisals. He has performed such services for the following California cities: Losഀ Angeles, Pasadena, Concord, Walnut Creek, San Ramon, Emeryville, Oakland, Hayward, Union City,ഀ Fremont, San Rafael, Petaluma, San Francisco, Foster City, San Carlos, Santa Clara, Sunnyvale,ഀ Campbell, Los Gatos, Oakdale and others. He has served many smaller cities where the university wasഀ the important economic driver; these include Davis, Santa Barbara, Rohnert Park and Santa Clara.ഀ • He has also served private or institutional clients in their development and land lease negotiations.ഀ Recent land lease or valuation negotiation clients include Wells Fargo Bank's Real Estate Division, ICIഀ Development Company and East San Jose Unified High School District.ഀ Mr. Lee served as project manager for a major assignment for the State of California Intercity Highഀ Speed Rail Commission. In this assignment, ERA examined the economic impact and benefit versusഀ cost implications of the construction and operations of a high-speed rail system linking the Los Angelesഀ basin with Sacramento and the San Francisco Bay Area. Mr. Lee was responsible for evaluating theഀ overall impact on the California economy, the impacts on the different sectors of the economy withഀ emphasis on the manufacturing sector, the impacts on the geographic distribution of economic activityഀ and the impacts on station area land development. Because of that assignment, he understands the longഀ term real estate implications of high speed rail service on Merced and UC Merced.ഀ He has a five-year retainer contract with the Bay Area Rapid Transit District (BART) to provideഀ assistance in joint development economics. He recently helped BART negotiate a long-term land leaseഀ with Contra Costa Redevelopment Agency for redevelopment at the station. He has also examined theഀ feasibility of development of two dozen projects around BART stations. These include retailഀ development at the Rockridge station (Market Hall), residential development at the Fremont stationഀ and office/retail developments near both the Pleasant Hill and Concord BART stations.ഀ • The Portland Development Commission (PDC), in partnership with the Association for Portlandഀ Progress (APP), selected ERA to identify the strategies that will support the goals of the retail core asഀ a regional retail center, establish new opportunities for future retail success, and integrate with theഀ overall Downtown Development Strategy. Mr. Lee served as project manager and lead consultant.ഀ • Mr. Lee was the chief development economist and fiscal analyst for Downtown Seattle's recentlyഀ completed Nordstrom Headquarters/Pacific Place project. This retail, restaurant and cinema complex,ഀ integrated with the new Nordstrom Headquarters building, keep Nordstrom from moving itsഀ headquarters to Bellevue. Both the Seattle Downtown Association and the developer, Pine Streetഀ Associates, were clients for this project.ഀ Mr. Lee is one of the original directors of East Alliance for Business (EDAB) an organization created byഀ Alameda County. Before joining ERA he was with Development Research Associates (DRA), theഀ development economics subsidiary of Booz, Allan and Hamilton. He received his BS degree from Stanfordഀ University, with a major in economics and a minor in mathematics, and his MBA degree from Columbiaഀ University and also attended the Graduate School of City Planning at Columbia.ഀ •jriഀ Hualalai at Historic Ka'upulehu Above Topഀ 2002 Salt Lake City Olympics Above Bottomഀ ERA is an international consulting firm concen-ഀ trating in economic analysis for the entertainmentഀ industry, real estate, public-assembly facilities,ഀ tourism, and economic development.ഀ Since its founding in 1958, ERA has completedഀ over 15,000 assignments. In the process, the firmഀ has made important contributions to some ofഀ the world's most innovative and successfulഀ development projects.ഀ A Clear Visionഀ Since the firm's pioneering work in the U.S. leisure and entertainment industry, Economicsഀ Research Associates has assisted a diverse roster of clients throughout the world to understandഀ their markets, to assess risks, and to clarify the uncertainties inherent in business strategies andഀ public policy development.ഀ Our job is often to clarify economic uncertainties, to pull into focus, and to sharpen the boundaries ofഀ a preliminary plan or concept. We comprehend our client's vision-whatever the scope, objective, orഀ location-and address their challenges through creative thinking, structured analysis, and clear andഀ concise communications. Our track record includes some of the world's most innovative developmentഀ projects, attractions, and policy evaluations. Our success is a product of our steady focus on results.ഀ Professional Servicesഀ Focused on Resultsഀ 1ഀ Experienceഀ Understandingഀ Insight Actionഀ Broad-Based Expertiseഀ ERA's clients and the firm's portfolio have always attracted the brightest,ഀ most talented consultants in their fields. ERA's professional staff is chosenഀ based on the strength and quality of their experience across a broad spectrumഀ of specialties. The firm constitutes a collection of professionals with specializedഀ knowledge uniquely committed to the success of our clients. From this reservoir,ഀ we fashion project teams with the background and expertise that precisely suitഀ the challenge at hand.ഀ Objective, Fact-Driven Analysisഀ Our clients' challenges demand facts as a basis for action. In each engagement,ഀ ERA develops a diverse array of relevant information, ranging from fundamentalഀ economic and demographic forces to detailed profiles of competitive facilities.ഀ We synthesize and analyze the data we collect and provide it in a coherent andഀ usable form as a basis for action.ഀ Pragmatic, Implementation-Orientedഀ Recommendationsഀ We measure our success through results. In each case our recommendationsഀ are filtered through the lens of practical experience to ensure a link betweenഀ analysis and effective decisions.ഀ A Partnership with Our Clientsഀ ERA helps our clients build value, increase market share, or improve theirഀ financial performance through long-term commitments and workingഀ partnerships. We seek to transfer the knowledge and insights gained duringഀ our work to enhance our client's capabilities over the long run.ഀ Pacific Place, Seattle Right Aboveഀ Country Club Plaza, Kansas City Right Belowഀ ERAഀ ERAS Consultingഀ Servicesഀ While the range of our assignments is extraordinarily broad, ERA's practice can be organized into threeഀ major categories. Each requires varying skills, methodologies, and techniques, reflecting the specificഀ objectives of the client.ഀ Planning and Programmingഀ ERA frequently works with clients to determine the most appropriate use of land, the optimum developmentഀ program, or the most effective business strategy. In these kinds of planning and programming assignmentsഀ we often work in collaborative teams with such allied professionals as architects, engineers, and planners.ഀ The firm is well-known for our ability to both realistically assess development potentials as well as to thinkഀ creatively, to identify new options and unforeseen opportunities. Our clients appreciate that we are not afraidഀ to say "no" to ideas and plans that we cannot prove to be supportable. However, we often provide creativeഀ suggestions to modify project concepts in order to enhance project feasibility.ഀ Measuring and Testingഀ In many cases, ERA is asked to objectively measure the performance of policies and projects. In these instances,ഀ ERA's technical expertise, our independence, and our commitment to the highest professional standards areഀ paramount. These services frequently underpin major investment decisions, legislative actions, and publicഀ policy development. Credibility and objectivity are the yardstick by which these services are measured.ഀ Strategy and Implementationഀ As an objective industry leader, ERA is often uniquely suited to provide strategic advice and toഀ assist our clients with such implementation-stage services as partnering strategies, deal structuring, workouts,ഀ and owner representation services.ഀ Ofi IIAAIIAഀ Real Estate Servicesഀ 6ഀ By providing a market-driven development program and realistic estimates ofഀ financial feasibility, ERA enables its clients to invest in, develop, and manageഀ profitable real estate ventures. Development firms, financial institutions, insuranceഀ companies, corporations, individuals, attorneys, and land owners seek and relyഀ upon our advice and counsel.ഀ Assignments involving urban real estate have included economic planningഀ for major mixed-use developments and planned communities, across all majorഀ property sectors: retail, office, industrial, hospitality, primary residential,ഀ recreational properties, and seniors housing.ഀ The firm often works in complex markets and with unusual client structuresഀ requiring innovative analytical approaches. Examples include our experienceഀ in analyzing retail and food-service concessions in some of the world's leadingഀ airports and sports facilities, or our industry-leading practice in combining retail,ഀ museum and cultural facilities, and entertainment.ഀ Hotel and resort development planning is a distinct sector of ERA's real estateഀ practice. ERA provides market and economic planning for hotels and resortsഀ throughout the world. Assignments range from major four-season resorts andഀ urban hotels to projects oriented to specialty markets such as winter sports, tennisഀ and golf, conference and convention groups, health and fitness, and casino gaming.ഀ ERA is widely recognized for its substantial international experience in the analysisഀ of golf course development and operations. While the golf practice is broad andഀ incorporates both public and private courses, many assignments focus on theഀ often-beneficial relationship between golf and adjacent real estate.ഀ Baltimore Inner Harbor, Baltimore Topഀ The Gleneagles Hotel, Scotland Right Aboveഀ Third Street Promenade, Santa Monica Right Belowഀ Servicesഀ Site Selectionഀ Market Testingഀ Program Developmentഀ Financing Strategiesഀ Product Planningഀ Transactional Due Diligenceഀ Expert Testimonyഀ Marketing Strategiesഀ ASOMഀ Economic Policy and Planning Servicesഀ Based on a clear analysis of a community's economic base and competitiveഀ position, ERA helps cities, states, and regions create strong and diverse localഀ economies, vibrant commercial districts, and successful public-privateഀ partnerships for economic development.ഀ This work includes efforts to give new life to urban waterfronts, agingഀ downtowns, and older neighborhoods. Often working in multi-disciplinaryഀ teams, ERA focuses on identifying specific projects and policies to enhanceഀ a community's economic performance in light of shifting demographics,ഀ fiscal priorities, and consumer behavior. The firm works with communitiesഀ to determine appropriate economic strategies for such infrastructure andഀ public amenities as convention and sports facilities, parks, cultural andഀ educational facilities, and major public events.ഀ ERA often addresses issues of economic diversification in light of major shocksഀ to a local economy. This experience includes over 25 assignments involvingഀ military base closures and related policy actions.ഀ ERA's experience in transportation and transit economics is widely known.ഀ Projects have ranged from real estate development strategies for landഀ surrounding transit stations to measurement of the impacts of major publicഀ investment in highways, ports and airports, high-speed rail, and regionalഀ transit systems.ഀ Servicesഀ Community Revitalizationഀ Economic Development Strategiesഀ Transit and Transportation Economicsഀ Fiscal and Economic Impact Analysisഀ Military Installation Redevelopmentഀ Public-Private Partnershipsഀ Yerba Buena Center, San Francisco, Topഀ Economics of High Speed Rail, Left Aboveഀ The Banks, Cincinnati, Ohio, Le Belowഀ Entertainment, Leisureഀ and Recreation Servicesഀ Economics Research Associates' experience encompasses virtually every aspect ofഀ leisure-time activity. Projects include a wide range of attractions, including majorഀ theme parks, urban entertainment centers, zoos, aquariums, sports and conventionഀ facilities, museums, expositions, and fairs; corporate visitor centers, specialtyഀ entertainment facilities, events, and tours; and individual recreation facilities,ഀ clubs, and parks.ഀ ERA provides advice and guidance to more commercial recreation attractionsഀ than any other firm. Our experience in economic planning for major recreationഀ destinations is unequaled in the industry. Our assignments result in pragmaticഀ and creative action plans for the development, marketing, and management ofഀ recreation, entertainment, and tourism projects.ഀ Notable clients have included: Walt Disney World; Universal Studios; Six Flags;ഀ Knott's Berry Farm; Opryland, U.S.A.; Wet N Wild; National Aquarium inഀ Baltimore; the Los Angeles Olympics Organizing Committee; Ocean Park Hongഀ Kong; Warner Bros.; Lego; and Blockbuster Entertainment.ഀ ERA assists tourism and recreation providers in the strategic marketing andഀ economic planning of local, regional, and national recreation facilities and inഀ developing economic self-sufficiency in facility operations, revenue generation,ഀ recreation programs, and concessions management.ഀ The Getty Center, Los Angeles, Above Topഀ Port Aventura, Southern Spain, Above Bottomഀ tv, tഀ N~ -IVഀ Servicesഀ Concept and Program Developmentഀ Location Analysis and Site Selectionഀ Market Analysisഀ Attendance Projectionsഀ Financial Analysisഀ Capacity and Throughput Testingഀ Reinvestment Strategiesഀ Management and Operations Analysisഀ Partnering Strategiesഀ ERAഀ ERA's Clientsഀ For over 40 years, Economics Research Associates has worked with public and private clients onഀ projects of local, regional, national, and international scope. In addition to the selected clients listed below,ഀ ERA has worked with public agencies at all levels of government in all 50 states and worldwide.ഀ Public & Non Profitഀ Organizationsഀ Alabama Historical Commissionഀ Association for Portland Progressഀ Baltimore Development Corporationഀ Border Trade Allianceഀ Bureau of Land Managementഀ Children's Museum of Los Angelesഀ City of Atlantaഀ City of Boulderഀ City of Dallasഀ City of Miamiഀ City of San Diegoഀ City of Scottsdaleഀ City of Seattleഀ Costa Rica Institute of Tourismഀ District of Columbiaഀ English Heritageഀ Florida Department of Transportationഀ 42nd Street Development Corporationഀ Hong Kong Tradeഀ Development Councilഀ J. Paul Getty Trustഀ The John F. Kennedy Center forഀ the Performing Artsഀ Lincoln Presidential Libraryഀ Massachusetts Botanical Gardenഀ Massachusetts Office of Travelഀ & Tourismഀ Massachusetts Port Authorityഀ (Massport)ഀ Metropolitan Washington Airportsഀ Authorityഀ Mexico Tourist Development Agencyഀ (FONATUR)ഀ Mohegan Tribeഀ Mystic Seaport Museumഀ Naples Botanical Gardenഀ National Geographic Societyഀ National Park Serviceഀ New England Aquariumഀ New South Wales Tourismഀ Commissionഀ New York City Economicഀ Development Corporationഀ Ohio State Fairഀ Orange County, Californiaഀ Pacific Asia Travel Associationഀ Pasadena Tournament of Rosesഀ Philippine Governmentഀ Port Authority of New Yorkഀ & New Jerseyഀ Portland Development Commissionഀ San Diego Regional Economicഀ Development Corporationഀ San Diego Zoological Societyഀ San Francisco Conventionഀ and Visitors Bureauഀ Scottish Enterpriseഀ Singapore Tourist Boardഀ State of Californiaഀ Taiwan Ministry of Transportationഀ Tennessee Valley Authorityഀ The Trust for Public Landഀ Urban Land Instituteഀ US Aggency for Internationalഀ Development(AID)ഀ US Army Corps of Engineersഀ US Department of Housing andഀ Urban Development (HUD)ഀ US Department of Transportationഀ US Navyഀ Venezuela Ministry of Public Worksഀ West Kentucky Corporationഀ Woods Hole Oceanographic Instituteഀ World Cup 1994ഀ Organizing Committeeഀ Financial Institutionsഀ American Generalഀ Life Insurance Companyഀ Bank of Americaഀ Bank of Montrealഀ Bankers Trustഀ Charterhouse Ltd.ഀ Connecticut Generalഀ Life Insurance Companyഀ Banco Hipotecario del Uruguayഀ First National Bank of Chicagoഀ Goldman Sachsഀ HE Ahmanson and Companyഀ Lehman Brothersഀ Mitsui Fudosan - New York, Inc.ഀ Morgan Stanley Dean Witterഀ National Capital Redevelopmentഀ Corporationഀ Nippon Life Insurance Companyഀ Prudentialഀ Robertson Stephensഀ Rural Developmentഀ and Finance Corporatiഀ onഀ Teachers Insurance and Annuityഀ USAAഀ Professionalഀ Services Firmsഀ Bechtelഀ Belt Collinsഀ BRC Imagination Artsഀ Design Workshopഀ EDAW Inc.ഀ EDSAഀ Ehrenkrantz & Eckstut Architectsഀ Ellerbe Becketഀ Ernst & Youngഀ FORRECഀ Gruen Associatesഀ Gensler Associatesഀ Gibson Dunn & Crutcherഀ HNTBഀ HOKഀ ICF Kaiserഀ Landmark Entertainmentഀ LDR Internationalഀ The Jerde Partnershipഀ Parsons Transportation Groupഀ Jack Rouse Associatesഀ Roma Design Groupഀ RTKLഀ Sasaki Associatesഀ SOMഀ SWA Groupഀ Wallace Roberts & Toddഀ Corporationsഀ & Developersഀ Alcoaഀ American Express Companyഀ Anheuser-Buschഀ Ayala Corporationഀ British Airwaysഀ BAAഀ BMWഀ Ben & Jerry's Homemade, Inc.ഀ Boeingഀ Boise Cascade Corporationഀ Caruso Affiliated Holdingsഀ Castle and Cookeഀ ClubCorpഀ Del E. Webb Corporationഀ Ford Motor Companyഀ Forest City Enterprisesഀ Gleneaglesഀ General Motorsഀ Hewlett-Packardഀ Hinesഀ The Irvine Companyഀ ITT Corporationഀ Kajima Corporationഀ Lend Leaseഀ Mattel Corporationഀ Mills Corporationഀ Mission Viejo Companyഀ Mitsubishi Corporationഀ Newhall Land and Farming Companyഀ Ovens-Comingഀ Pebble Beach Corporationഀ Pfizer Corporationഀ Pier 39 Limited Partnershipഀ Porsche of America, Inc.ഀ The Rouse Companyഀ Samsungഀ San Diego Padresഀ Sea Pines Companyഀ Simon Property Groupഀ Soros Real Estate Partnersഀ Tejon Ranch Corporationഀ Trammell Crow Companyഀ Westfieldഀ Media, Entertainmentഀ & Hospitalityഀ Anschutz Entertainmentഀ American Museum of Natural Historyഀ Bass Pro Shopsഀ BBCഀ Claridge Hotel and Casinoഀ Columbia Picturesഀ Detroit Lionsഀ The Walt Disney Companyഀ Henry Ford Museumഀ & Greenfield Villageഀ Four Seasons Hotelsഀ Gaming Industry Associationഀ of Nevadaഀ Grateful Dead Productionsഀ Green Bay Packersഀ Harrah'sഀ Hershey Entertainmentഀ and Resort Companyഀ Hyatt Corporationഀ Holiday Inns Internationalഀ IMAX Corporationഀ Kansas City Chiefsഀ Knott's Berry Farmഀ Ladbrokeഀ LEGOLANDഀ Los Angeles Dodgersഀ Marriott Corporationഀ Metromedia, Inc.ഀ NBC Newsഀ Ontario Media Developmentഀ Corporationഀ Ringling Brothers Barnum & Baileyഀ Combined Shows, Inc.ഀ San Francisco Giantsഀ Six Flags Corporationഀ Sony Corporationഀ SEGAഀ Tussaud's Group Ltd.ഀ Twentieth Century Foxഀ Universal Studios Inc.ഀ Vail Associatesഀ Ventana Canyon Resortഀ Warner Brothersഀ Westin Hotelsഀ Our staff members are carefully selected and have a strong commitment to ERA, its clients, and professionalഀ development. Senior managers average over 15 years with the firm, and our clients benefit from a continuingഀ relationship with experienced advisors. Among the specialties represented within the firm are entertainmentഀ economics, real estate development, urban and regional economics, tourism development, golf developmentഀ and operations, retail, fiscal and economic-impact analysis, transportation economics, and parks andഀ recreation planning.ഀ ERA professionals serve as leaders in the most influential and prestigious professional organizations, includingഀ the Urban Land Institute, the International Association of Amusement Parks and Attractions, the Council forഀ Urban Economic Development, the World Tourism Organization, and many others. Several teach in leadingഀ graduate programs in planning and real estate.ഀ Committedഀ Resourceful and Creativeഀ Professionalsഀ Office Locationsഀ Los Angelesഀ 10990 Wilshire Boulevard, Suite 1500ഀ Los Angeles, California 90024ഀ 310.477.9585 Fax 310.478.1950ഀ San Franciscoഀ 388 Market Street, Suite 1580ഀ San Francisco, California 94111ഀ 415.956.8152 Fax 415.956.5274ഀ Washington DCഀ 1101 Connecticut Avenue, NW, Suite 750ഀ Washington DC 20036ഀ 202.496.9870 Fax 202.496.9877ഀ New Yorkഀ 1180 Avenue of the Americas, Suite 1489ഀ New York, New York 10036ഀ 212.899.5593 Fax 212.899.5594ഀ www.econres.comഀ Chicagoഀ 20 East Jackson Boulevard, Suite 1200ഀ Chicago, Illinois 60604ഀ 312.427.3855 Fax 312.427.3660ഀ San Diegoഀ 964 5th Avenue, Suite 214ഀ San Diego, California 92101ഀ 619.544.1402 Fax 619.544.1404ഀ Londonഀ 6 Grosvenor Streetഀ London, W1K 4DJഀ 44.20.7499.4479 Fax 44.20.7499.4486ഀ Dallasഀ 16135 Preston Road, Suite 118ഀ Dallas, Texas 75248ഀ 972.726.9998 Fax 972.726.9993ഀ Economics Research Associatesഀ ഀ aഀ 10ഀ #ഀ 1 N =ഀ 11ഀ -ഀ aഀ _ഀ ~~Tഀ 6ഀ 34ഀ ~~wt,"~'`4ഀ aഀ 3ഀ sഀ esഀ ag~'~ASrഀ ~IIഀ 6ഀ Yഀ -ഀ b~.ഀ rraE.ഀ Real Estateഀ Advisory Servicesഀ Economics Research Associatesഀ Clients & Projectsഀ 4ഀ Cover Top Rightഀ Pacific Place has set the stage for downtown Seattle'sഀ comeback as a retail center. ERA assisted both the city andഀ the developer of this pivotal project in Seattle's retail core.ഀ Cover Bottom Rightഀ ERA assisted the J.C. Nichols Co. to craft a public-privateഀ financing scheme for the expansion and redevelopment of theഀ historic Country Club Plaza mixed-use project in Kansas City.ഀ Top Leftഀ For Tri-Met, Portland's regional transit organization, ERAഀ analyzed development potentials around key stations,ഀ including the Lloyd station shown here.ഀ Bottom Leftഀ ERA's plan for the redevelopment of Governors Island inഀ New York City incorporated a mix of public and private,ഀ commercial and recreational uses.ഀ Bottom Rightഀ Baltimore's Inner Harbor integrates commercial development,ഀ attractions, and public open space. ERA has made importantഀ contributions to numerous facets of this influential urbanഀ waterfront.ഀ Back Topഀ ERA analyzed potential market demand and identifiedഀ development opportunities for Singapore's Orchard Road,ഀ one of the world's great retail streets.ഀ Back Bottomഀ Terrabrook, a major owner of planned communities, hasഀ looked to ERA for advice on commercial and residentialഀ development of town centers in several projects.ഀ ERA represents entities engaged in all facets of the industry.ഀ Our clients include leading public and private developmentഀ companies, lenders and equity investors, real estate servicesഀ companies, and public agencies:ഀ Clientsഀ Hutchinson Port Holdingsഀ Catellusഀ Forest City Developmentഀ Cinemark USAഀ Singapore Urbanഀ Redevelopment Authorityഀ Hewlett Packardഀ Boston Propertiesഀ The Shorenstein Companiesഀ Bechtel, Inc.ഀ Hanford/Healy Companiesഀ Trammell Crow Companyഀ Jones Lang Wotton USAഀ Metropolitan Lifeഀ Insurance Companyഀ Los An eeles Communityഀ Redevopment Agencyഀ Ayala Landഀ Hinesഀ Hillman Propertiesഀ NationsBankഀ Bank of Americaഀ Pacific Mutualഀ Washington Sportsഀ J. C. Nichols/Highwoodsഀ Belz Enterprisesഀ The Irvine Companyഀ The Rouse Companyഀ Premisysഀ Westbrooke Communitiesഀ Baltimore Developmentഀ Corporationഀ Central Dallas Associationഀ Battery Park City Authorityഀ Port Authority of New Yorkഀ & New Jerseyഀ Alcoaഀ Massachusetts Port Authorityഀ General Services Administrationഀ Department of Veterans Affairsഀ Department of Commerceഀ American Electric Powerഀ Marriottഀ Starwood Capitalഀ Michael Swerdlow Companiesഀ Mills Corp.ഀ CIGNAഀ Millennium Partnersഀ Projectsഀ Country Club Plaza, Kansas Cityഀ Peabody Place, Memphisഀ Timarron, Dallasഀ Renaissance Centerഀ Retail Repositioning, Detroitഀ Westchase, Tampaഀ Mall of Americaഀ Irvine Ranchഀ World Trade Center,ഀ New York Cityഀ South Boston Seaport Districtഀ U.S. Patent and Trademark Office,ഀ Washington, DCഀ Adam's Mark Convention Hotelഀ Expansion, Denverഀ Third Street Promenade,ഀ Santa Monicaഀ Nordstrom Headquarters/ഀ Seattle Retail Core Strategyഀ Real Estate Asset Managementഀ Strategy, County of Santa Claraഀ The Block at Orange,ഀ Orange, Californiaഀ Real Estate Asset Management,ഀ Department of Veterans Affairsഀ Dolphin Mall, Miamiഀ ERAഀ For over 40 yearsഀ Economics Research Associates has provided the real estate industry with skilled research, analysis,ഀ and strategic advice. Our clients include entrepreneurial developers, corporations, REITs, pensionഀ funds, life insurance companies, financial institutions, public agencies, and investors. We work inഀ all property sectors and in all phases of development, acquisition, repositioning, and disposition ofഀ real estate or real estate-secured assets. Drivers Jonas, ERA's affiliate in Europe and Canada, bringsഀ additional skills in real estate transactions, asset and property management, and valuation. Togetherഀ with ERN s strengths in pre-development services, we offer clients a broad range of services for bothഀ individual assets and portfolios of properties.ഀ Pre-Development Services Transactional Servicesഀ Market Analysis Field Reviewഀ Development Programming Lease Abstractsഀ Site Selection and Location Analysis Operating Expense Analysisഀ Highest and Best Use Valuationഀ Project Positioning and Leasing Strategies Litigation Supportഀ Financial Analysis and Cash Flow Modelingഀ Development Impact Analysis Property Operations andഀ Public-Private Partnerships Asset Managementഀ Deal Structuring Leasing and Marketing Strategiesഀ Development Strategies Project Repositioningഀ Disposition Strategiesഀ Real Estate Advisory Services that Add Valueഀ Iഀ Arr rt /i ~8'~~a80ഀ eഀ xഀ x,ഀ 74ഀ ~Xsഀ k.ഀ ~oഀ R R%ഀ H~ഀ R~ഀ Economics Research Associatesഀ Office Locationsഀ Los Angelesഀ 10990 Wilshire Boulevard, Suite 1500ഀ Los Angeles, California 90024ഀ 310.477.9585 Fax 310.478.1950ഀ San Franciscoഀ 388 Market Street, Suite 1580ഀ San Francisco, California 94111ഀ 415.956.8152 Fax 415.956.5274ഀ Washington DCഀ 1101 Connecticut Avenue, NW, Suite 750ഀ Washington DC 20036ഀ 202.496.9870 Fax 202.496.9877ഀ www.econres.comഀ Chicagoഀ 20 East Jackson Boulevard, Suite 1200ഀ Chicago, Illinois 60604ഀ 312.427.3855 Fax 312.427.3660ഀ San Diegoഀ 964 5th Avenue, Suite 214ഀ San Diego, California 92101ഀ 619.544.1402 Fax 619.544.1404ഀ Londonഀ 30 Watling Streetഀ London, EC4M 9JNഀ 44.171.489.4289 Fax 44.171.489.1594ഀ ERA is affiliated withഀ United Kingdomഀ c;ഀ ~ em,anyഀ North Americaഀ 77R 7ഀ Economics Research Associatesഀ Hotel & Resortഀ Advisory I Servicesഀ k ~ഀ y1 `r ~ wഀ sഀ ERAഀ Clients & Projectsഀ ERA is engaged in all facets of the Hotel and Resort industry. Our clients include leading publicഀ and private development companies, lenders and equity investors, management companies,ഀ land owners, and public agencies. In many of these assignments, ERA works closely with landഀ planning, architectural, and engineering firms.ഀ North Americaഀ Inn at Spanish Bay,ഀ Pebble Beach, Californiaഀ Squaw Valley USAഀ Squaw Valley, Californiaഀ Northstar at Tahoeഀ Lake Tahoe, Californiaഀ Four Seasons Aviara,ഀ Carlsbad, Californiaഀ Sunriver, Bend, Oregonഀ Loew's Ventana Canyon,ഀ Tucson, Arizonaഀ Snowmass at Aspen, Coloradoഀ Sun Peaks Resort,ഀ British Columbia, Canadaഀ C.P. Chateau Montebello,ഀ Quebec, Canadaഀ Stratton Mountain, Vermontഀ Harrah's, Atlantic City,ഀ New Jerseyഀ Palmetto Dunes, Hilton Headഀ Island, South Carolinaഀ Amelia Island, Floridaഀ Hyatt Grand Cypress,ഀ Orlando, Floridaഀ Pinehurst, North Carolinaഀ The Homestead,ഀ Glen Arbor, Michiganഀ Arrowwood, Alexandria,ഀ Minnesotaഀ ഀ Inn at Pelican Bay, Irvine, CAഀ Mount Mansfield, Stowe, Vermontഀ Ford's Colony,ഀ Williamsburg, Virginiaഀ Hammock Dunes,ഀ Palm Coast, Floridaഀ Sea Pines Plantation, Hilton Headഀ Island, South Carolinaഀ Kiawah Island, South Carolinaഀ Big Cedar Lodge,ഀ Branson, Missouriഀ Hawaiiഀ Hualalai at Historic Ka'upulehu,ഀ Big Islandഀ Mauna Lani Resort, Big Islandഀ Kapalua Bay Resort, Mauiഀ Kaanapali Beach Resort, Mauiഀ Hana Ranch, Mauiഀ Lodge at Koele, Lanaiഀ Wailea, Mauiഀ Caribbean and Latinഀ Americaഀ Four Seasons Belmont Beach,ഀ Nevisഀ Atlantis, Paradise Island,ഀ Bahamasഀ Elbow Beach Resort, Bermudaഀ VIV - , rlഀ flow,ഀ xഀ C.P. Chateau Montebello, Quebec, Canada Top Leftഀ °akഀ Costa Smeralda Resort, Sardinia, Italy Bottom Leftഀ r,ഀ Gleneagles, Auchterarder, Scotland Cover Top Rightഀ Hualalai at Historic Ka'upulehu Cover Bottom Rightഀ Las Hadas Resort,ഀ Manzanillo, Mexicoഀ Sheraton Resort, Cancun, Mexcioഀ Tierra del Sol, Arubaഀ Puerta Sauipe Preserve,ഀ Bahia, Brazilഀ Europeഀ Gleneagles Hotel,ഀ Auchterarder, Scotlandഀ Costa Smeralda Resort,ഀ Sardinia, Italyഀ St. Endreol Resort, Franceഀ Aphrodite Resort, Cyprusഀ Camp de Mar Resort,ഀ Mallorca, Spainഀ Halikamas Resort, Turkeyഀ Asia-Pacificഀ Bintan Beach Resort,ഀ Bintan Island, Indonesiaഀ Dragon Valley Resort,ഀ South Koreaഀ Tourism New South Wales,ഀ Australiaഀ Lau Lau Bay, Saipanഀ Harvest Club, Toba, Japanഀ Guilin Wonderland Resort,ഀ Guilin, People's Republic of Chinaഀ Issisting the Resort Industry for over 40 yearsഀ ERA's resort, hospitality and tourism practice focuses on creating, accelerating, and enhancing value forഀ our clients. ERA's experience allows us to recommend the combination of programs, land uses, andഀ events that optimize resort performance. ERA understands consumer trends, the future direction of theഀ leisure market, and competitive resort products. This allows ERA to identify products, environments,ഀ and experiences to enhance our clients' projects. For our public clients, ERA provides strategic advice toഀ maximize the economic returns of tourism-development programs.ഀ Market Research Financial Forecasting Master Plan Developmentഀ Trend Analysis Valuation and Appraisal Concept Developmentഀ Competitive Benchmarking Owner Representation Programming Synergyഀ Market Positioning Economic and Fiscal Phasing and Sensitivity Analysisഀ Consumer Research Impact Analysisഀ Investment Packaging Management andഀ Amenity Programming Operationsഀ Attractions and Entertainment Real Estate Analysis Operational Auditsഀ Golf /Spa /Gamin /Marina Pricing and Absorptionഀ $ Repositioning and Expansionഀ Retail and Food and Beverage Product Definition and Mix Strategiesഀ Amenity Disposition Strategies Alternative Ownership Concepts Marketing Program Assessmentsഀ Island, Florida Above Leftഀ Ventana Canyon, Tucson, Arizona Above Rightഀ People's Republic of China Above Bottom Rightഀ Iഀ d Fഀ ffi1♦Ye~k"'ഀ n.'. Fഀ 4Y..: T.... yl~ഀ Four Seasons Belmont Beach, Nevis Topഀ Squaw Valley, California Bottomഀ -.Cഀ 'Ott.ഀ Iഀ e J'ഀ Economics Research Associatesഀ Office Locationsഀ Los Angelesഀ Chicagoഀ 10990 Wilshire Boulevard, Suite 1500ഀ 20 East Jackson Boulevard, Suite 1200ഀ Los Angeles, California 90024ഀ Chicago, Illinois 60604ഀ 310.477.9585 Fax 310.478.1950ഀ 312.427.3855 Fax 312.427.3660ഀ San Franciscoഀ San Diegoഀ 388 Market Street, Suite 1580ഀ 964 5th Avenue, Suite 214ഀ San Francisco, California 94111ഀ San Diego, California 92101ഀ 415.956.8152 Fax 415.956.5274ഀ 619.544.1402 Fax 619.544.1404ഀ Washington DCഀ Londonഀ 1101 Connecticut Avenue, NW, Suite 750ഀ 30 Watling Streetഀ Washington DC 20036ഀ London, EC4M 9JNഀ 202.496.9870 Fax 202.496.9877ഀ 44.171.489.4289 Fax 44.171.489.1594ഀ www.econres.comഀ ERA is affiliated with:ഀ United Kingdomഀ . Geerma anyഀ ®ഀ North Americaഀ iഀ iഀ sue..ഀ 4ഀ 11ഀ M Chicann_ IL hCഀ j2 S .r ~r~;ഀ 11ഀ INYFRNA`T10N Iഀ 11 ti„alt>? distinguish us from the competition.ഀ © oഀ December 29, 2006ഀ Mr. Russell Forrestഀ Director of Community Developmentഀ Town of Vailഀ 75 Frontage Roadഀ Vail, CO 81657ഀ Phone: 970-479-2146ഀ Email: russell@vail.netഀ Re: Financial Critique and Analysisഀ Dear Mr. Forrest:ഀ 445 West 1",6W, I-,Ll 'ItCഀ Chicago, litinoi Pursuant to your request, HVS Convention, Sports & Entertainmentഀ r32js;-~»t~~~ Facilities Consulting ("HVS") is pleased to present this proposal for ourഀ services pertaining to a financial critique and analysis of two proposalsഀ to redevelop the existing Lionshead parking structure in Vail, Coloradoഀ as a mixed-use development providing over 1,150 public parkingഀ spaces.ഀ Through our previous work for the Town of Vail on the conferenceഀ center project, we are familiar with the history of the efforts to developഀ a conference center and the Lionshead redevelopment project. Inഀ 2003, HVS developed the conference center business plan and thenഀ drafted the RFQ and RFP documents to select an operator for theഀ conference center. Our familiarity with the Vail market will be valuableഀ for this project.ഀ M01" HVS has experience assisting several municipalities in the analysis ofഀ developer proposals, including projects in Naperville, Illinois; Overlandഀ Wash' Park, Kansas; Omaha, Nebraska; San Juan, Puerto Rico; Bangor, Maine;ഀ Normal, Illinois; Baltimore, Maryland; Charlotte, North Carolina; andഀ Vancou,, San Antonio, Texas.ഀ Vor,ഀ We are certain that we will be able to provide you with the precise mixഀ Nla(f of experience and skills you will need for this engagement. Each of ourഀ N_ principals has experience in state and local government and holdഀ advanced degrees in public policy. In your decision, we ask you toഀ S..il~ey consider the experience and qualifications of our team that mayഀ Saoഀ • Our staff includes a former manager of major investmentഀ banking firms. Brian Harris is a former senior staff member atഀ William R. Hough & Co. Prior to that, Harris was also deputyഀ manager of public finance at Raymond James Financial.ഀ Hഀ • With 25 offices, HVS brings a wider range of resources availableഀ for analysis of this study than any of our competitors.ഀ • As the global leader in real estate consulting, HVS combinesഀ - - - - specialized expertise in the evaluation of proposed developmentsഀ - and their financial viability.ഀ r n f= i • Finally, we guarantee the quality and timeliness of our work.ഀ The attached proposal sets forth in further detail our firm qualifications,ഀ describes the objectives and scope of the assignment, explains theഀ methodology to be employed, provides an estimate of the timeഀ requirements, and the amount of professional fees for this assignment.ഀ We hope to have the opportunity to serve you.ഀ I['!ഀ Very truly yours,ഀ Tom Hazinskiഀ Managing Directorഀ HVS Convention, Sports & Entertainmentഀ Facilities Consultingഀ A Division of HVS Internationalഀ II . oഀ 11ഀ HVS Proposal to Conduct Financialഀ Critique Analysisഀ Pursuant to your Request for Proposals ("UP"), we are pleased toഀ present the HVS International's proposal to the Town of Vail (Town)ഀ to perform a financial analysis and critique of two developerഀ proposals.ഀ Our proposal is organized in the following sections, as requested inഀ the RFP.ഀ A. Statement of Qualificationsഀ A-1 Firm Overview and Key Personnelഀ A-2 Firm Strengthsഀ A-3 Expertise in Financial Analysisഀ A-4 Previous Projects and Referencesഀ B. Cost Estimateഀ B-1 Scope of Services and Scheduleഀ B-2 Cost Estimateഀ Appendixഀ Firm Brochure, Resumes, Firm Project Listഀ O HVS Proposal Page 2ഀ A. Statement of Qualificationsഀ A-1 Firm Overview and Key Personnelഀ Since 1980, HVS International, the leading global hospitalityഀ consulting organization, has performed more than 15,000ഀ assignments throughout the world for nearly every major industryഀ participant. Our professional staff of more than 250 industryഀ specialists offers a wide range of services, including market feasibilityഀ studies, valuations, strategic analyses, due diligence analysis,ഀ development planning, and financing strategies. With 25 offices in 11ഀ countries, we offer one of the most comprehensive knowledge basesഀ in the industry. Last year, HVS International completed more thanഀ 1,500 appraisals, feasibility studies, and consulting engagements forഀ a wide variety of real estate projects. HVS International is respectedഀ worldwide by developers, underwriters, operators, and investors.ഀ Distinct divisions of HVS International offer a wide variety of servicesഀ and specialized consulting in the following areas:ഀ • Hotel Consulting & Valuationഀ • Hospitality Investment Bankingഀ • Hotel Investment Bankingഀ • Convention, Sports & Entertainment Facilitiesഀ Consultingഀ • Asset Management & Strategic Advisoryഀ • Restaurant Management & Advisory Servicesഀ • Ultimate Hotel Parking Solutionsഀ • Executive Searchഀ • Organizational Assessments - Performance Culturesഀ • Food & Beverage Servicesഀ 0 Gaming Servicesഀ 11ഀ ORഀ irrഀ rഀ ഀ mഀ Eഀ • Interior Designഀ • Marketing Communicationsഀ • Technology Strategiesഀ • Shared Ownership Servicesഀ • Golf Servicesഀ HVS Proposal Page 3ഀ The Chicago office of HVS International will provide these services toഀ the Town of Vail. Experts from the other offices and divisions of HVSഀ International will be at your disposal if needed. Our specialized staffഀ has completed over 250 assignments throughout the world analyzingഀ the feasibility of a wide variety of real estate developments, includingഀ the development of mixed-use projects, convention centers, hotels,ഀ civic centers, stadiums, arenas, retail and other developmentഀ initiatives. Our clients include public facility authorities, economicഀ development agencies, educational institutions, planningഀ departments, municipal finance departments, convention and tourismഀ agencies, developers, non-profit organizations, and non-governmentalഀ entities involved in publicly-supported development projects.ഀ Our Chicago office has provided developer analysis services toഀ numerous municipal clients throughout the U.S., as highlighted inഀ Section A-4 in this proposal. We have also performed tax revenueഀ projections in support of publicly developed projects. Our studiesഀ appear in municipal bond offering statements and our staff hasഀ presented these studies to rating agencies, bond insurers andഀ investors. While the majority of our clients are public entities, we alsoഀ work with private developers and owners of developments.ഀ Key Personnelഀ The following principals will be actively involved with this project.ഀ Their full resumes are attached in an appendix to this proposal.ഀ Thomas Hazinski, Managing Director of HVS, has an advanced degreeഀ in public policy studies from the University of Chicago and 20 years ofഀ practical experience in the public sector and the consulting business.ഀ Tom is nationally recognized by rating agencies, bond insurers, andഀ investors on Wall Street, as well as by clients throughout the country,ഀ for his expertise in public facility projects. Tom is the former Assistantഀ Budget Director for Revenue Analysis for the City of Chicago. Tomഀ recently provided development assistance services in Baltimore,ഀ rഀ OF"ഀ rഀ +.rഀ P_ r-Iഀ HVS Proposal Page 4ഀ Maryland; San Antonio, Texas; Overland Park, Kansas; and San Juan,ഀ Puerto Rico. He provided market and financial analysis to the City ofഀ Schaumberg, Illinois for their newly opened convention center andഀ headquarters hotel and is currently serving as asset manager for theഀ project in Schaumberg. Tom will provide project oversight and serveഀ as consulting specialist for key aspects of financial analyses.ഀ Paul Sajovec, Senior Director of HVS, has over 10 years ofഀ experience in the analysis of various types of facilities. Paul has aഀ Masters Degree in Public Administration from the University of Northഀ Carolina at Chapel Hill, where he specialized in urban redevelopmentഀ and public facility projects. Paul has managed numerous consultingഀ engagements that involve hotel, convention, conference, arena,ഀ stadium, and sports facility projects. Paul formerly worked inഀ municipal government, as the economic development coordinator forഀ a suburb of Chicago and as the planning coordinator for a regionalഀ development planning commission. He was the project manager forഀ the firm's previous work in Vail for the conference center project. Heഀ led the HVS study of a mixed-use development in Glens Falls, Newഀ York and managed the work on a hotel and conference centerഀ feasibility study in Jamaica (Queens), New York. He performed theഀ analysis for a hotel conference center in Suffolk, Virginia, which hasഀ subsequently been developed, and recently conducted a market andഀ feasibility study of the under-construction convention center andഀ hotel in Raleigh, North Carolina. He was the recent project managerഀ for the expansion to the Hyatt Hotel at McCormick Place in Chicagoഀ and is currently providing analysis for a stadium development inഀ Raleigh, North Carolina. Paul will serve as project manager for thisഀ engagement.ഀ Brian Harris, Director at HVS, brings extensive experience in publicഀ facility financing to HVS. He served as Vice President of Analyticalഀ Services, ScheerGame Sports Development, LLC for the past fiveഀ years and in a similar capacity at William R. Hough & Co for theഀ previous five years. Prior to that, Harris was deputy manager of publicഀ finance at Raymond James. During his 25-year career as an analystഀ and as a manager of analytical services, he has worked on over 1,000ഀ municipal financing projects ranging from basic general obligationഀ bond issues to complex derivative transactions. His work experienceഀ includes valuation work on Worcester, MA Centrum Centre's twoഀ facilities; working on feasibility plans for an arena and expandedഀ minor league baseball stadium in Savannah, GA; a relocation of theഀ Rubber Bowl in Akron, OH; a development plan for a downtown minorഀ league baseball stadium in Greenville, SC; and the development of aഀ major league soccer facility in Milwaukee, WI. Brian recently providedഀ hotel analyses for the Town of Normal, Illinois and the City of Peoria,ഀ oഀ HVS Proposal Page 5ഀ 11,ഀ Illinois. He is currently conducting an analysis for a hotelഀ development for the University of Chicago in Chicago, Illinois, as wellഀ as a hotel in North Austin, Texas. Brian will assist in the financialഀ analysis.ഀ eഀ A.2 Strengths of the Teamഀ HVS Proposal Page 6ഀ HVS has several strengths that make us highly qualified to provideഀ these services to the Town of Vail:ഀ Through our previous work for the Town of Vail on theഀ conference center project, we are familiar with the history ofഀ the effort to develop a conference center and theഀ redevelopment of Lionshead. In 2003, HVS developed theഀ conference center business plan and then drafted the RFQ andഀ RFP documents to select an operator for the conference center.ഀ • HVS has assisted numerous municipalities across the U.S. inഀ the evaluation of real estate development projects, several ofഀ which are completed or are under construction.ഀ • Our staff includes a former senior staff member of severalഀ major financial firms. Brian Harris is the former senior staff atഀ William R. Hough & Co. Prior to that, Harris was deputyഀ manager of public finance at Raymond James.ഀ With 25 offices in 11 countries, we offer one of the mostഀ comprehensive knowledge bases in the industry. Our resourcesഀ include the breadth and diversity of our firm's experiences andഀ skills in analyzing a variety of land uses.ഀ Through our previous experience and the resources of the HVSഀ network, we have developed detailed databases andഀ sophisticated financial models.ഀ Ahഀ A.3 Expertiseഀ HVS Proposal Page 7ഀ The Chicago HVS staff has extensive experience in providing financialഀ analysis for a wide variety of development initiatives.ഀ Prior to joining HVS International Brian Harris spent over 25ഀ years in municipal investment banking. Mr. Harris started as aഀ college intern providing basic tax analysis and after 10 yearsഀ became head of technical services in municipal finance forഀ three different investment banking firms, including Raymondഀ James Financial, over the next 15 years. These positions gaveഀ him the ability to work on a wide range of projects fromഀ interest rate swaps to water and sewer financing. He alsoഀ worked on a number of public\private partnerships includingഀ transactions for Raymond James Stadium, St. Pete Timeഀ Forum, Tropicana Field, Jacksonville Arena, World Golf Hall ofഀ Fame, various parking garages throughout the southeast, andഀ numerous convention centers with attached hotels. Theഀ experience he gained writing custom excel models for complexഀ public\private partnerships will be highly relevant for thisഀ project.ഀ HVS has experience assisting several municipalities in theഀ analysis of developer proposals and financial models, includingഀ projects in Naperville, Illinois; Overland Park, Kansas; Omaha,ഀ Nebraska; San Juan, Puerto Rico; Bangor, Maine; Normal,ഀ Illinois; Baltimore, Maryland; Charlotte, North Carolina; andഀ San Antonio, Texas.ഀ A.4 Previous Projects and Referencesഀ HVS Proposal Page 8ഀ The analysis of developer proposals requires a combination ofഀ rigorous analysis and financial expertise. HVS brings the skills andഀ experience necessary to assist the Town in determining the bestഀ developer approach for this project. Detailed project sheets areഀ included in the appendix to this proposal.ഀ Vail, Colorado - The Town of Vail hired HVS to develop a businessഀ plan for a new conference center. The Town has explored the conceptഀ of a conference center for several years and a series of previousഀ studies have identified varying levels of potential demand for such aഀ facility. HVS teamed with LMN Architects, developed a business planഀ for the facility. Given the unique resort character of the Town of Vail,ഀ HVS conducted extensive event planner surveys, interviews, andഀ focus groups to help determine the appropriate facility program andഀ demand potential for the conference center. HVS' reportഀ recommended a conference center with 45,000 square feet ofഀ function space, including a 25,000 square foot main ballroom/exhibitഀ space. The Town of Vail selected an architect and design work for theഀ facility was completed. The cost of the project increased and theഀ Town held a second public referendum on the project that wasഀ defeated.ഀ Normal, Illinois - HVS was engaged by the Town of Normal, Illinoisഀ to help develop a 150- to 200-room hotel and conference centerഀ property adjacent to the Illinois State University campus. In responseഀ to an RFQ drafted by HVS, the Town of Normal entertained tenഀ developer and operator proposals. HVS assisted the Town inഀ evaluating the development proposals, analyzing financingഀ alternatives, and selecting a development team. HVS is expected toഀ negotiate the development and operating agreements with theഀ selected team. This project focuses specifically on the operations,ഀ management, development, construction areas of developmentഀ consulting.ഀ Baltimore, Maryland - During the period 2004 through 2006, HVSഀ assisted the Baltimore Development Corporation (BDC) in theഀ development of a new convention center headquarters hotel thatഀ would be connected to the Baltimore Convention Center. Ourഀ involvement included the initial conception of the project through itsഀ successful financing. HVS performed a hotel feasibility study andഀ recommended the development of a 750-room property. Our analysisഀ demonstrated that a publicly financed hotel project of this size wouldഀ be most feasible and provide the highest level of benefit to the City ofഀ HVS Proposal Page 9ഀ Baltimore. HVS then assisted the BDC in running a competitiveഀ selection process for a development team. The BDC selected Hilton asഀ the operator and choose to use municipal financing to fund theഀ construction of the hotel. This project enjoyed the support of aഀ historically strong hotel and convention market in downtownഀ Baltimore and was successfully financed in January 2006 with theഀ issuance of $323,940 in tax exempt debt. The HVS report wasഀ included as part of the Official Statement. The financing structureഀ minimized the development risk to the City of Baltimore and includedഀ substantial financial guarantees from the Hilton Corporation. Theഀ Hotel is currently under construction and scheduled to open in Augustഀ 2008.ഀ Omaha, Nebraska - In 2000, HVS analyzed the feasibility of aഀ convention center headquarters hotel in Omaha, Nebraska. Based onഀ this study, the City recognized that a headquarters hotel developmentഀ in Omaha was likely to require public participation. HVS was furtherഀ engaged to assist the City in the selection of, and negotiations with,ഀ the hotel developer, operator, and construction manager. HVSഀ developed a financing model and estimation of financing capacity andഀ participated in negotiations with development teams on the terms ofഀ a proposed public/private partnership for a development agreementഀ and a hotel operating agreement. We assisted in the preparation ofഀ financing documents and drafted and negotiated the room blockഀ commitment agreement. Our staff also made presentations to ratingഀ agencies and bond insurers. $103 million in tax-exempt hotel revenueഀ bonds were issued in April 2002 and the Hilton Headquarters hotelഀ opened in 2004.ഀ Naperville, Illinois - HVS was retained by the City of Naperville toഀ conduct a feasibility analysis for a proposed full-service, hotelഀ conference center. The study included a market analysis and demandഀ projections for the conference center component of the project. HVSഀ also helped the City evaluate various public financing strategies thatഀ would make the project feasible. In conjunction with this feasibilityഀ analysis, HVS provided development assistance to attract the mostഀ qualified and competitive development team for the project. HVSഀ recommended a three-step process to achieve the client's objective.ഀ First, HVS developed a "request for qualifications" (RFQ) andഀ circulated it among several dozen of the top development andഀ architectural firms in the industry, and then guided the clientഀ selection committee through an evaluation of the submittedഀ qualifications. Second, HVS developed a "request for proposals" (RFP)ഀ and issued the RFP to the finalists from the RFQ process. Finally, HVSഀ assisted the client in negotiating with the finalist in ways to maximizeഀ the project's chances of achieving the City's goals and objectives.ഀ 11ഀ 11ഀ 11ഀ 19ഀ HVS Proposal Page 10ഀ San Antonio, Texas - In May 2005, the City of San Antonioഀ successfully financed a 1,000 room Hyatt Regency Hotel, to serve asഀ the headquarter property for the San Antonio Convention Center. Theഀ City had the unique advantage of developing this hotel in anഀ Empowerment Zone, which allowed for private ownership and theഀ issuance of tax-exempt debt. The project is currently underഀ construction and is scheduled to be completed in early 2008. HVSഀ provided the following services:ഀ Headquarters hotel feasibility study and facility programഀ recommendationഀ • Drafting and issuance of request for developmentഀ proposalsഀ • Development team selectionഀ • Negotiation of development and operating agreementsഀ • Room tax analysisഀ • Publication of study in offering statementsഀ Overland Park, Kansas - HVS staff provided the City with a full rangeഀ of project assistance including: convention center and hotel feasibilityഀ analyses, hotel tax projections, financing plans, economic impactഀ analysis, and assistance with the development process. HVS staffഀ provided services to select the developer, operator, and food andഀ beverage service provider. Based on the feasibility work performed byഀ HVS staff, a 412-room Sheraton hotel and convention center projectഀ was successfully financed in January 2002 and opened in Novemberഀ 2002. The hotel portion of this project was funded using tax exemptഀ municipal bonds, which has recently become a popular method ofഀ public financing of convention center hotels.ഀ Bangor, ME - The City of Bangor hired HVS International to conductഀ a feasibility study of the potential for a focused-service hotel propertyഀ with meeting and banquet facilities in downtown Bangor. The City hasഀ worked to redevelop the riverfront portion of its downtown for manyഀ years, and the City views a hotel capable of hosting meetings andഀ small conventions as a key part of that effort. In addition to testingഀ the feasibility of the proposed hotel, HVS has provided ongoingഀ development assistance services in the form of evaluation ofഀ developer proposals and financing strategies. The recent approval of aഀ "racino" (combination harness racing facility and casino) in the Cityഀ has led to further redevelopment of City's downtown, and hasഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ alllkഀ HVS Proposal Page 11ഀ expedited the hotel development process. HVS assisted the City withഀ review of developer proposals and then provided developmentഀ assistance services.ഀ Referencesഀ The following individuals were involved with HVS projects describedഀ earlier in this proposal. HVS has an excellent track record forഀ completing our assignments within budget and on time. We invite youഀ to contact any of these individuals as references regarding the qualityഀ of our work.ഀ Baltimore Headquarter Hotel Development Assistanceഀ Ms. Irene Van Santഀ Project Directorഀ Baltimore Development Corporationഀ 36 S. Charles St., Suite 1600ഀ Baltimore, MD 21201-3015ഀ Phone: 410-837-9305ഀ Overland Park Convention Center - Feasibility &ഀ Development Negotiationsഀ Ms. Kristy Cannon-Stallingsഀ Assistant City Managerഀ City of Overland Parkഀ City Hallഀ 8500 Santa Fe Driveഀ Overland Park, KS 66212-2899ഀ Phone: (913) 895-6152ഀ Omaha Convention Center Hotel - Developmentഀ Negotiationsഀ Mr. Bob Petersഀ Planning Directorഀ City of Omaha Planning Departmentഀ 1819 Farnam Street, Suite 1111ഀ Omaha, NE 68183ഀ Phone: (402) 444-5157ഀ 1111,ഀ 11ഀ B. Cost Estimateഀ Fഀ B-1. Scope of Services and Scheduleഀ Understanding of the Assignmentഀ HVS Proposal Page 12ഀ In May 2006, the Town of Vail issued a request for proposals forഀ qualified development teams to propose a mixed-use plan forഀ redevelopment of the Town of Vail owned Lionshead parkingഀ structure. The Town of Vail owns and operates an 1,150 spaceഀ parking structure and an unimproved charter bus parking lot locatedഀ at 395 South Frontage Road in Vail, Colorado. This site is 6.6 acres inഀ size and is located in the Lionshead Redevelopment Master Plan Areaഀ that is one of two pedestrian-oriented retail areas in Vail. In addition,ഀ this site is included in the Lionshead Urban Renewal Area.ഀ Lionshead is currently experiencing a major redevelopment with theഀ new Arrabelle mixed-use project as well as redevelopment of severalഀ surrounding condominium projects. Lionshead is at the heart of Vail'sഀ $1 billion renewal.ഀ In the last year, private developers have approached the Town of Vailഀ and proposed redevelopment of the Lionshead parking structure toഀ accommodate both public and private uses. To ensure a fair andഀ equitable process, the Town issued a "Request for Proposals" to solicitഀ development proposals which meet the project goals of the Town forഀ this site.ഀ In September of this year two developers, East West Partners andഀ Open Hospitality Partners/Hillwood submitted proposals to theഀ attached RFP. This Request for Proposals seeks a qualified financialഀ analyst to critique and analyze the two development proposals.ഀ The Town is seeking an independent consultant to provide a marketഀ and financing analysis and comparison of the two responses to theഀ request for proposals to redevelop the Lionshead parking structure.ഀ This analysis will assist the Town in evaluating the relative merits ofഀ the two responses and in determining the best course of actionഀ moving forward.ഀ 11ഀ ONഀ Ym,ഀ Aഀ Scope of Servicesഀ HVS Proposal Page 13ഀ HVS developed the business plan for the proposed conference centerഀ on the Lionshead parking structure site subsequent to voter approvalഀ of the use of lodging and sales taxes to publicly fund the constructionഀ of the facility. This prior analysis provides HVS with a significantഀ amount of data and a detailed understanding of the demand for aഀ conference facility in the Town. HVS will utilize this past analysis andഀ information to assist it in the evaluation of the developer proposalsഀ and their estimated market demand. HVS has also conducted lodgingഀ feasibility studies in the Town that can provide valuable informationഀ on recent trends in occupancy and rate to draw upon for this analysis.ഀ To accomplish this, HVS would undertake a series of analytical tasksഀ that has proven to be effective in similar studies.ഀ The following is a list of the tasks outlined in the Town's request forഀ proposals and the proposed approach to fulfilling each prescribedഀ task.ഀ A. Review the financial capability of the two developers toഀ determine if they have the capacity to complete their respectiveഀ proposals. Describe how this determination would be made andഀ what information would be required to complete this task.ഀ We would start with a review of the developers' prior projects forഀ financing problems and examine the current financial condition of theഀ developer, as well as any future planned projects. We would alsoഀ request that the developers provide us with any published creditഀ ratings. The developer would have to be willing to open its books for aഀ determination of its financing capacity to be made. HVS can enterഀ into a confidentiality agreement with the developers to help safeguardഀ their proprietary information. We also need to understand theഀ developers' strategy for preventing financial problems with anotherഀ development from impacting the Town's project. We would need at aഀ minimum, the income statement and balance sheet of the developersഀ plus an understanding of the developer's future financialഀ commitments. We would also need the documentation for the legalഀ entity that the developer would be using for the project. We wouldഀ evaluate the proposed development budgets, assessing the reality ofഀ the schedules. HVS would also assess and document risks in projectഀ budgets and costs of alternative development schedules andഀ scenarios.ഀ The net worth of the developer may not be the determining factor ofഀ financial capacity, as the developer will likely establish a limitedഀ liability corporation to limit the developer's liability in any one project.ഀ Adikഀ HVS Proposal Page 14ഀ We will examine the specific legal entity that the developer will beഀ using for this project. We would evaluate the financial support,ഀ guarantees, or other means of support the developers will provide toഀ the "one-off" development corporations if they are used. We willഀ compare the legal entities both developers will use for the project andഀ discuss how those differences could affect the Town. If the entireഀ project is not started at the same time, the risks of a partiallyഀ competed project exists. Such a schedule would require a long-termഀ financial commitment to the project by the developer in order toഀ avoid a situation where the project could be abandonded beforeഀ completion with no recourse for the Town. We would need toഀ understand how those financial commitments work within the legalഀ structure for the transaction. Our goal is to limit the risk through theഀ various stages of development by always asking ourselves what wouldഀ happen if work on the project stops at this stage.ഀ B. Evaluate the proposed financing structure to determine itsഀ overall ability to be financed.ഀ We will examine the financing structure for, not just the ability to beഀ financed, but any significant long-term risks associated with theഀ financing package.ഀ Key Factors we will evaluate include,ഀ Total financing requirements,ഀ Proposed sources of financing,ഀ The form of any financing guarantees,ഀ The form of any financing guarantees,ഀ • Structure of financings being presented by developers,ഀ • Structure of financings being presented by developers,ഀ Timing of cash flows and fees, participations sought byഀ developers,ഀ • Quality, structure, obligations and terms of anyഀ preliminary financing commitments presented to theഀ Town,ഀ • The amount of variable rate exposure in the financing,ഀ 11ഀ AdftLഀ Oഀ HVS Proposal Page 15ഀ 11ഀ • When the interest rates for the financing would beഀ established,ഀ • When the interest rates for the financing would beഀ established,ഀ • When final loan commitments are made,ഀ • Any required involvement of the Town in the financing,ഀ • The number of stages of development,ഀ • Expected equity investment in the project by theഀ developer,ഀ • The form of that equity investment and the length ofഀ time it is at risk in the project,ഀ • How feasibility of the project components isഀ determined, andഀ • Any required takeout of construction financing by long-ഀ term financing.ഀ HVS will prepare a table illustrating the difference in the financingഀ structure of the two proposals.ഀ C. Evaluate the financial guarantee that is being offered to ensureഀ completion of the project on time and recommend legal/financialഀ tools to help affect that guarantee.ഀ HVS has employed financial guarantees provided by developer/ഀ contractors or third parties to protect clients against changingഀ circumstances or unmet contract provisions on various projects. Theഀ analysis would include a side-by-side comparison of the variousഀ guarantees offered by any developer. The triggers for payment wouldഀ be compared along with the size and length of such guarantees. HVSഀ would also examine the credit quality of the guarantor. HVS wouldഀ review the overall financing plan of each proposal to see if significantഀ differences existed in the likelihood that a guarantee would be calledഀ upon. In general, we feel that a guarantee should not be a substituteഀ for equity by a developer in a project. We would evaluate the size ofഀ the guarantee in relation to the size of the public investment orഀ benefits; specifically the guarantee would be evaluated to protect theഀ Town's needs, both now and in the future, for parking spaces.ഀ 11ഀ 0ഀ HVS Proposal Page 16ഀ D. Critique and evaluate, using independent verification, theഀ feasibility of the public benefits that are being proposed.ഀ HVS will independently assess the two proposals and the estimatedഀ performance of the following types development:ഀ Hotel-HVS will summarize the number and type ofഀ lodging units included in each proposal and criticallyഀ review the estimates and projections in each response.ഀ Using available data on the recent performance ofഀ comparable lodging properties in the market and aഀ penetration analysis designed to measure the effect ofഀ the new addition to supply on the existing market, HVSഀ will analyze and make any necessary adjustments toഀ the estimates of future occupancy, room rate, andഀ financial operations of the lodging units in each of theഀ two proposals. Recent studies HVS has conducted onഀ the Vail lodging market will enable an informedഀ assessment of the reasonableness of the developerഀ estimates. HVS will detail the rationale for anyഀ adjustments to the developers' estimates of futureഀ performance.ഀ Residential-A summary of the number of units by typeഀ and assumed sale prices for each proposal will serve asഀ the basis for an analysis of each proposal. HVS willഀ compile and analyze data on comparable condominiumഀ developments and compare and contrast them to eachഀ of the proposals to provide a basis for assessing theഀ reasonableness of the two potential developers'ഀ estimates. This analysis will consider factors such asഀ price, absorption rate, property tax revenues, and otherഀ revenues as called for such as assessments and fees.ഀ Retail-HVS will summarize the amount of square feetഀ of retail space by type and location proposed in eachഀ plan. Data acquired from the Town on the actualഀ performance of comparable existing space andഀ estimates for new space under development inഀ Lionshead will serve as benchmarks for the estimatedഀ performance of the space included in each proposal.ഀ HVS, drawing upon its experience with other hotelഀ conference center developments, will comment on theഀ compatibility of the proposed retail space to the balanceഀ of development proposed for the site.ഀ Vഀ Qഀ HVS Proposal Page 17ഀ Conference Center-HVS will review the two proposalsഀ for a conference center and produce a side-by-sideഀ comparison of their key attributes. The analysis willഀ summarize the developers' estimates of event demand,ഀ attendance, and financial operations, drawing heavilyഀ upon the research HVS conducted for the Vailഀ Conference Center Business Plan. The assessment willഀ include conclusions about the relative ability of the twoഀ proposals to effectively serve the market demandഀ identified in the HVS business plan and includeഀ suggestions for any modifications that could enableഀ either to better serve this demand. HVS will discussഀ with Town staff the desire for the conference center toഀ serve entertainment and other functions, in addition toഀ its primary role as a group event facility, andഀ incorporate the feedback from staff into the criteriaഀ used in the analysis. The result of this analysis will beഀ an evaluation of the reasonableness of each proposal'sഀ estimates and any resultant modifications of the eventഀ demand dictated by the analysis.ഀ E. Provide a side-by-side comparison of the financial benefits ofഀ each team's public benefit.ഀ The analysis conducted in Step D will provide the data necessary toഀ develop a side-by-side comparison of the financial and overall publicഀ benefits of the two proposals. The following table shows a sample ofഀ the type of comparison HVS would conduct.ഀ 1-1ഀ 11ഀ 11ഀ Wഀ ഀ HVS Proposal Page 18ഀ Element / Itemഀ East Westഀ HiOpenഀ Differenceഀ Conference Centerഀ Number of Conferencesഀ Number of Meetingsഀ Number of Entertainment Eventsഀ Number of Other Eventsഀ Number of Total Eventsഀ Total Attendance Gross and Net Newഀ Total Event Room Nights Gross and Net Newഀ Estimated Operating Profit Lossഀ Estimated Annual Direct Net New Spending Impactഀ Estimated Annual Net New Fiscal Tax Revenueഀ Hotelഀ Number of Roomsഀ Estimated Occupancy Gross and Net Newഀ Estimated ADRഀ Estimated Operating Profit Lossഀ Estimated Annual Direct Net New Spending Impactഀ Estimated Annual Net New Fiscal Tax Revenueഀ Residentialഀ Number of Unitsഀ Average Sales Priceഀ Absorption Rateഀ Estimated Annual Direct Net New Spending Impactഀ Estimated Annual Net New Fiscal Tax Revenueഀ Retailഀ Square Feetഀ Estimated Sales Per Square Footഀ Occupancy Assumpbonഀ Estimated Annual Direct Net New Spending Impactഀ Estimated Annual Net New Fiscal Tax Revenueഀ Parkingഀ Number of Spacesഀ Incremental Increase in Visitation Da Skiersഀ Estimated Annual Direct Net New Spending Impactഀ Estimated Annual Net New Fiscal Tax Revenueഀ Town Costsഀ Estimated Additional Costs from Unique Elementsഀ Itഀ 0ഀ HVS Proposal Page 19ഀ The analysis will estimate the amount of net new visitation and directഀ spending each proposal is likely to generate. The focus of the analysisഀ will be on any differences between the two proposals in terms of theirഀ ability to generate net new visitation and spending impacts for theഀ Town. For example, if one of the conference center proposals appearsഀ to have a greater capacity to attract larger conferences that wouldഀ not be able to come to Vail currently, HVS will incorporate theഀ implications for public benefits into the analysis. Similarly, theഀ number of lodging units that are likely to be in the rental pool at peakഀ periods of demand, such as the holiday period, would have a directഀ correlation to the number of net new visitors in the Town. HVS willഀ also confer with Town staff to identify and quantify any uniqueഀ elements in the two proposals that could create differences in theഀ costs of Town services.ഀ F. Identify any direct or indirect financial risks to the Town of Vailഀ posed by either proposal.ഀ We will review the proposals and examine the financial risk to theഀ Town through the various stages of development. We find trackingഀ risks as they evolve, increase, and decrease over the life of a projectഀ a useful part of examining a project. A concentration of risks at aഀ certain stage in a development process may be as important as theഀ amount of risk spread over a projects lifetime.ഀ The primary risks we see include:ഀ Failure to complete the project by the developer,ഀ Environmental risks,ഀ Financing risks, particularly interest rate risks and theഀ degree of variable debt in the structure,ഀ Economic risk - modeling of alternative nationalഀ economic scenarios that could affect tourism andഀ second home markets (as happened in the 1980's inഀ Vail),ഀ Construction cost overruns and completion risks,ഀ • Legal risks, including legal suits to stop the project orഀ complication that arise during construction,ഀ • A review of construction risks and how those events areഀ paid for should they occur,ഀ I Iഀ 11ഀ 11ഀ HVS Proposal Page 20ഀ Failure of the project to produce the anticipated taxഀ revenues, andഀ Risks associated with the transfer of the right to useഀ the proposed site for the project to the developer.ഀ We will prepare a focused list of the financing risks specific to theഀ proposals after we have reviewed the two proposals.ഀ G. Identify other opportunities to further maximize the publicഀ benefit, either through alternative financing or through otherഀ mechanisms to eliminate risk to the Town in executing thisഀ public/private partnership.ഀ In addition to concerns regarding financing, the Town can help toഀ further maximize the public benefit from the project by ensuring thatഀ it is designed to attract new segments of group business, as opposedഀ to simply competing with existing hotels with meeting space.ഀ Privately financed projects that initially offer to build oversizedഀ meeting facilities relative to the number of lodging units frequentlyഀ reduce the size of this meeting space in later stages of projectഀ development. The Town must enter into agreements with anyഀ selected developer that dictate a specified minimum function spaceഀ program so as to avoid offering public assistance and incentives to aഀ project that ends up unable to accomplish its stated goal of attractingഀ larger conferences and meetings to the Town than any single existingഀ facility can accommodate. HVS can assist the Town in structuringഀ agreements with the selected developer that safeguards the Town'sഀ interests in fostering the development of a true conference center.ഀ HVS will evaluate alternative methods of developing and managingഀ the parking capacities. Issues to be assessed include whether a tax-ഀ exempt parking system financing, accompanied by a qualifiedഀ management contract, improve the parking program or createഀ additional spaces.ഀ H. Determine the internal rate of return (IRR) for the developerഀ and provide an opinion on whether this is a reasonable IRR to beഀ generated by the project.ഀ The internal rate of return a developer estimates for a project can beഀ determined, provided an agreed upon method of analysis is used. Aഀ simple example is the management fees of a hotel. If a developerഀ keeps the management function (and the fees), is that part of theഀ return? It is a benefit the developer received, but it is also a cost allഀ hotels pay either internally or to a separate management company.ഀ The financing of the project can also represent a challenge whenഀ 11ഀ Aഀ HVS Proposal Page 21ഀ calculating an IRR because the interest rates on a loan can changeഀ due to market movements, thereby affecting the IRR.ഀ To prepare an IRR, we would need the following information regardingഀ the developer proposals:ഀ An understanding of when the developer is investingഀ equity or removing equity from the transactions,ഀ The timing of all loans and the expected basis ofഀ repayment,ഀ Projected annual return on all project components,ഀ Any operating or capital costs not included in projectഀ components, andഀ • How long the developer will retain the project and theഀ expected funds at sale?ഀ HVS will prepare a table comparing the rates of return analyses of theഀ two development proposals.ഀ Scheduleഀ HVS is able to meet the schedule requirement outlined in the RFP. Weഀ can begin the work on January 5, 2007 and complete the assignmentഀ by February 1, 2007. Our staff will make a presentation of theഀ findings to the Town Council on February 6, 2007.ഀ It is our operating practice to regularly communicate with our clientsഀ to update them on our status and findings. We pledge to be availableഀ via telephone throughout the duration of the project to discuss withഀ you any issues or ideas that may arise.ഀ nഀ 11ഀ 11ഀ 11ഀ Wഀ B-2 Cost Estimateഀ HVS Proposal Page 22ഀ HVS will provide the services outlined above on an hourly basis, withഀ a not to exceed amount of $35,000. These anticipated fees areഀ expected to support up to 160 billable hours necessary to accomplishഀ the scope of services within a 30 day period. For any analysis beyondഀ the scope described in the RFP and past the 30 day timeframe, weഀ will obtain authorization from the Town for any additional fees. Weഀ will bill at the following rates:ഀ Hourly Ratesഀ Hourly Rateഀ Managing Directorഀ $250ഀ Senior Directorഀ $220ഀ Directorഀ $200ഀ Senior Mangerഀ $175ഀ Associateഀ $150ഀ Staffഀ $ 90ഀ The above fee includes one trip to Vail for the presentation to theഀ Town council on February 6, 2007. For any additional meetings, weഀ will charge a per diem of $2,500 per day for the managing directorഀ and $2,000 per day for other staff.ഀ In addition to our professional fees, you agree to reimburse us forഀ reasonable out-of-pocket travel, report production, and relatedഀ expenses incurred on your behalf. Expenses will be billed at cost.ഀ Expenses will not exceed $2,000. This expense cap includes all theഀ travel related expenses for the project, the cost of all data, and theഀ production of ten final reports. You will be billed periodically forഀ expenses, which will be due and payable upon presentation of ourഀ bills.ഀ Payment must be made in U.S. dollars, using either a check drawn onഀ a U.S. bank or a wire transfer of funds to the account of HVSഀ International.ഀ It is agreed that the liability of HVS, its employees, and anyone elseഀ associated with this assignment is limited to the amount of the feeഀ paid as liquidated damages. You acknowledge that any opinions,ഀ recommendations, and conclusions expressed during this assignmentഀ will be rendered by the staff of HVS acting solely as employees andഀ not as individuals. Any responsibility of HVS is limited to the client,ഀ and use of our product by third parties shall be solely at the risk ofഀ the client and/or third parties.ഀ I:: S=ഀ INTERNATIONALഀ New Yorkഀ San Franciscoഀ Boulderഀ Denverഀ r'd~lia?~!iഀ Chicagoഀ Weston, STഀ Phoenixഀ Vancouverഀ Torontoഀ Londonഀ Madridഀ New Delhiഀ Singaporeഀ Hong Konaഀ Sydneyഀ Sao Pauloഀ Buenos Airesഀ Convention, Sports &ഀ Entertainment Facilitiesഀ Consultingഀ 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ Phone (312) 587-9900 . Fax (312) 587-9908ഀ www.hvsinternational.comഀ 11ഀ IEഀ Ilഀ 11ഀ 11ഀ Aഀ I-1 - V -aഀ 1\1I KNAI'IO\AIഀ 445 W. Erie St., Suite 110ഀ Chicago, IL 60610ഀ Phone: 312.587.9900 Fax: 312.587.9908ഀ www. hvsinternatinoal. comഀ HVS CONVENTION, SPORTS, & ENTERTAINMENT FACILITIES CONSULTING, A DIVISION OF HVS INTERNATIONALഀ BASED IN CHICAGO, ILLINOIS, PROVIDES INDEPENDENT AND OBJECTIVE ECONOMIC AND FINANCIAL CONSULTING ANDഀ ADVISORY SERVICES TO PUBLIC AGENCIES AND PRIVATE DEVELOPERS OF CONVENTION, SPORTS, ANDഀ ENTERTAINMENT FACILITIES. OUR STAFF IS DEDICATED TO HELPING IMPLEMENT YOUR PROJECTS BY PROVIDINGഀ RIGOROUS ANALYSIS DURING THE PLANNING PROCESS AND EXPERT ADVICE ON DEVELOPMENT DECISIONS.ഀ Hotel Valuationഀ Asset Managementഀ Restaurant Management &ഀ Consultingഀ Technology Strategiesഀ Timeshare Consultingഀ Parking Solutionsഀ Interior Designഀ Gamingഀ Hospitality Consultingഀ Litigation Supportഀ Organizational Assessmentsഀ Golf Servicesഀ -H'V&ഀ t\1E:KV,IIIU\r~L.ഀ Hospitality Investmentഀ Bankingഀ Marketing &ഀ Communicationsഀ Operations &ഀ Management Strategyഀ HVS Convention, Sports & Entertainment is a division of HVS International, a global consulting firm serving theഀ needs of the hospitality and tourism industries. HVS International has the expertise and capacity to plan, study,ഀ and implement large mixed use real estate projects anywhere in the world.ഀ The specialized staff of HVS Convention, Sports, & Entertainment Facilities Consulting has performed over 250ഀ assignments analyzing the feasibility of convention centers, headquarters hotels, stadiums, arenas, civicഀ centers, motorsports facilities, tourism attractions, fairgrounds, water parks, and other economic developmentഀ initiatives. We can serve our client from the early planning stages through financing and implementation of ourഀ projects. Our studies often appear in municipal bond offering statements. Rating agencies, bond insurers, andഀ investors rely on our studies for independent and objective assessment of the costs, benefits and risks of realഀ estate development. We specialize in planning and negotiating public/private partnerships and are one of the fewഀ firms that understand both the public and private sides of development issues.ഀ 11ഀ Executive Search Brokerageഀ Ahഀ I\ I 1: RVATI0\AIഀ Our Clientsഀ • Public Facility Authoritiesഀ • Planning Departmentsഀ • Convention and Tourism Agenciesഀ • Non-Profit Groupsഀ • Private Developersഀ Types of Servicesഀ Aഀ 445 W. Erie St., Suite 110ഀ Chicago, IL 60610ഀ Phone: 312.587.9900 Fax: 312.587.9908ഀ www.hvsinternatnoal.comഀ • Economic Development Agenciesഀ • Municipal Finance Departmentsഀ • Lenders, Investment Banksഀ • Non-Governmental Entities involved in Publiclyഀ Supported Development Projectsഀ • Independent and expert opinions on project feasibilityഀ • Studies used to support project financingഀ • Reports are available to use in municipal bond offering statements, public offering documents andഀ private placement memorandumsഀ • Financial modelingഀ • Extensive experience in presenting studies to policy makers and to the investment communityഀ • Analysis of the relationship between the economics and demographics of a community and its proposedഀ development initiativeഀ • Extensive databases on comparable facilitiesഀ • Variety of survey and interview techniques targeted to potential usersഀ • Business and financial plan creationഀ • Market-based building program plans and developmentഀ • Development of team solicitation and selectionഀ • Development and operating agreement negotiationഀ • Market strategies developmentഀ • Familiarity with all phases of the development process, including the early phases of projectഀ conceptualization, physical planning, deal structuring, project delivery and operationsഀ • Use of proven methodologies for estimating economic and fiscal impacts for public developmentഀ initiativesഀ • Sophisticated economic "input/output models" for estimation of the potential for induced and indirectഀ project impactsഀ • Fiscal impact analysis to measure the benefit of new tax revenue generated by the projectഀ • Accurate forecasting of public economic development projects revenues for creating and implementingഀ a financial planഀ • Forecasts of sales, income, property, hotel occupancy, auto rental, and food and beverage taxes, as wellഀ as numerous other taxes that support publicly financed projectsഀ • HVS understands the market fundamentals and economics that drive the underlying tax baseഀ • Financial debt capacity analysisഀ • Structure and develop financing planഀ • Prepare, structure, and negotiate transaction documentsഀ 11ഀ ioഀ 11ഀ I Eഀ IEഀ 11ഀ isഀ THOMAS A. HAZINSKIഀ Managing Directorഀ HVS Convention, Sports & Entertainment Facilities Consultingഀ Thomas A. Hazinski has 18 years of experienceഀ in the public policy arena, as a public official andഀ as a consultant. He specializes in providingഀ economic and financial research to publicഀ agencies and private developers involved inഀ economic development initiatives. For the pastഀ ten years Hazinski has specialized in the analysisഀ of convention, sports and entertainment marketsഀ and the associated real estate developments. Inഀ January 2000, he started the HVS Convention,ഀ Sports & Entertainment Facilities Consulting,ഀ division of HVS International as its Managingഀ Director.ഀ rormerly, mr. HazmsKI servea as Jemor viceഀ President of C.H. Johnson Consulting, Inc., a firm that specialized in marketഀ analyses and feasibility studies for convention, sports, hospitality, andഀ entertainment facilities. Mr. Hazinski has managed up to 25 engagements eachഀ year helping many of his clients to successfully plan and finance their projects.ഀ Internationally, he has worked on convention and sports projects in Berlin, Cairo,ഀ Copenhagen, Geneva, San Juan, Melbourne, Macau, and other cities in India,ഀ Thailand and the Philippines. Mr. Hazinski has studied and helped to implementഀ convention center and hotel initiatives in major U.S. markets such as Chicago,ഀ Baltimore, Boston, Milwaukee, New York, Austin, and Kansas City. His sportsഀ facility project experience includes: Miller Park in Milwaukee, WI; the BI-LO Arenaഀ in Greenville, SC; the Citadel Stadium in Charleston, SC; the Centennial Arena inഀ Raleigh, NC; Lambeau Field in Green Bay, WI; the Manchester Civic Center inഀ Manchester, NH; and various other stadium, arena and motorsports facilities.ഀ Before starting his consulting career, Mr. Hazinski served in government positionsഀ dealing with various aspects of municipal finance. Formerly Assistant Budgetഀ Director for the City of Chicago, he managed the City's revenue analysis unit andഀ was responsible for revenue estimation, legislative review and fiscal impactഀ analyses for numerous city projects. Mr. Hazinski also served as the Assistantഀ Commissioner of the Department of Aviation for the City of Chicago, where heഀ coordinated the completion and opening of the new International Terminal atഀ O'Hare Airport.ഀ Mr. Hazinski holds a Masters Degree in Public Policy from the Harris School ofഀ Public Policy at the University of Chicago, where he specialized in municipalഀ finance. He completed four years in the post-graduate degree program, includingഀ doctoral course-work, before leaving to pursue active management. He hasഀ lectured at DePaul University in the Masters of Public Services Program, teachingഀ a course entitled "Financial and Economic Foundations of Public Service."ഀ ~ I ~%?S Convention, Sports & Entertainment Facilities Consultingഀ HVS vAlest ErieSijiie 110 Chicaa o, l;l?nois 30510ഀ ne: 31?-587-9900 * I+Pobile -73-209-0254 . E-mail: psalover.@hvsintemat!onal.COrTiഀ CONSULTING EXPERIENCEഀ ■ Managing Director, HVSഀ Public Facilities Divisionഀ ■ Senior Vice President, C.H.ഀ Johnson Consulting, Inc.ഀ ■ Vice President, Midwestഀ Management Consultantsഀ ■ Market and Financialഀ Analysis of Publicഀ Development Projectsഀ • Fiscal and Economicഀ Impact Studiesഀ • Tax Forecastsഀ ■ Financial Advisory Servicesഀ ■ Development Assistanceഀ GOVERNMENT SERVICEഀ • Assistant Budget Director forഀ Revenue Analysis, City ofഀ Chicagoഀ • Assistant Commissioner ofഀ Aviation and Internationalഀ Terminal Managerഀ ■ Revenue Analysis, Chicagoഀ Park Districtഀ ACADEMIC BACKGROUNDഀ • M.A. Public Policy Studies,ഀ University of Chicagoഀ • B.A. University of Wisconsinഀ - Madisonഀ ■ Lecturer, DePaul Universityഀ I Iഀ nഀ Paul Sajovec has over 10 years of experience inഀ public administration and consulting, combiningഀ a strong background in public administrationഀ with extensive knowledge of the sports andഀ convention industries. Mr. Sajovec assists publicഀ sector clients with the complex planning,ഀ financing, and administrative aspects of majorഀ sports, entertainment, convention, and otherഀ public assembly facilities. He is currently theഀ Senior Vice President of HVS Convention, Sportsഀ & Entertainment Facilities Consulting, a divisionഀ of HVS International, which is dedicated to theഀ market and financial analysis of public assemblyഀ facilities.ഀ Formerly, Mr. Sajovec has served as a Projectഀ Manager with C.H. Johnson Consulting, Inc., a firm that specializes in marketഀ analyses and feasibility studies for convention, sports, hospitality, andഀ entertainment facilities. At Johnson Consulting, he specialized in feasibility studiesഀ for new or upgraded stadium, arena, motorsports speedway, convention center,ഀ ' and conference center projects. Mr. Sajovec directed the firm's economic andഀ fiscal impact analyses. For example, he developed and wrote an economic impactഀ analysis of a proposed new baseball ballpark for the Boston Red Sox. He hasഀ recently conducted several studies for arenas, stadiums, and convention centersഀ including: Miller Park in Milwaukee, WI; the RBC Center and Raleigh Conventionഀ Center in Raleigh, NC; Lambeau Field in Green Bay, WI, the Manchester Civicഀ Center in Manchester, NH; Palexpo exhibition center in Geneva, Switzerland;ഀ ' among others. He has conducted economic impact analyses on facilities inഀ Boston, Detroit, Louisville, Austin, Dallas, Denver, Norfolk, Richmond, Buffalo,ഀ New York, Raleigh, Dresden, Sao Paulo, Taipei, and others. Mr. Sajovec alsoഀ specializes in helping public sector clients assess potential methods for financingഀ proposed projects, performing case studies on experiences in other markets andഀ assessing the capacities of various financing options.ഀ 1 Before entering public consulting, Mr. Sajovec served as the economicഀ development coordinator of a municipality and as the planning coordinator of aഀ regional planning council, both in suburban Chicago. These positions provided himഀ ' with valuable experience in dealing with planning, development, and administrativeഀ challenges in complex political environments. He directed the Village ofഀ Shorewood's flood recovery efforts, which received a state award for excellence.ഀ 11ഀ 11ഀ PAUL D. SAJOVECഀ Senior Directorഀ HVS Convention, Sports & Entertainment Facilities Consultingഀ Mr. Sajovec holds a Masters Degree in Public Administration from the Universityഀ of North Carolina at Chapel Hill. His thesis focused on important issues publicഀ officials need to understand in order to effectively administer major sports facilityഀ projects. He specialized in the public sector's role in sports and entertainmentഀ facility development in graduate school, which included an internship with theഀ Atlanta Committee for the Olympic Games.ഀ ~j[ 1 1S Convention Sports & Entertainment Facilities Consultingഀ H V y s' Erir. Suite ? 10 `'h rago, 1I1i ris 60610ഀ IJ 2-587-9900 * E rnail_ ps ,r vec~u~hvsinEernatio W,comഀ CONSULTING EXPERIENCEഀ • Senior Vice President, HVSഀ Public Facilities Divisionഀ • Project Manager, C.H.ഀ Johnson Consulting, Inc.ഀ ■ Market and Financialഀ Analysis of Publicഀ Development Projectsഀ ■ Fiscal and Economic Impactഀ Studiesഀ ■ Tax Forecastsഀ ■ Planning and Urbanഀ Development Assistanceഀ GOVERNMENT SERVICEഀ ■ Economic Developmentഀ Coordinator, Village ofഀ Shorewood, ILഀ ■ Planning Coordinator, 1-80ഀ Corridor Planning Councilഀ ACADEMIC BACKGROUNDഀ ■ M.A. Public Administration,ഀ University of North Carolinaഀ at Chapel Hillഀ ■ B.A. Public Policy Analysis,ഀ University of North Carolinaഀ at Chapel Hillഀ 11ഀ uഀ IIഀ 1Eഀ HANS DETLEFSENഀ Directorഀ HVS Convention, Sports & Entertainment Facilities Consultingഀ Hans Detlefsen consults for public and privateഀ clients seeking to plan, develop, or operateഀ cultural, entertainment, retail, and conventionഀ facilities. Mr. Detlefsen is currently Director ofഀ HVS Convention, Sports & Entertainmentഀ Facilities Consulting, which is dedicated toഀ objective and independent market and financialഀ analysis of public assembly facilities.ഀ Hans has recently completed assignmentsഀ related to the Javits Convention Center in Newഀ York, the Sweeney Civic Center in Santa Fe, aഀ downtown Cultural District in Salt Lake City, theഀ Economic Impacts of the pre-Katrina Hotelഀ Industry in New Orleans, and the newഀ Schaumburg Convention Center & Headquartersഀ Hotel in Illinois. Past assignments have included civic centers, movie theaters,ഀ amphitheaters, interactive museums, shopping centers, sports arenas, gamingഀ developments, water parks, convention centers, and hotel conference centers.ഀ Clients include state & local governments, convention authorities, privateഀ developers, lenders, investment banks, and tourism agencies.ഀ Mr. Detlefsen has published research on the maturing convention center industryഀ and how recent trends may affect policy decisions about public investment. Heഀ has devised an urban retail demand model that assists in determining whetherഀ certain retail and entertainment elements are feasible in particular markets. Mr.ഀ Detlefsen has also developed proprietary financial models for variousഀ entertainment concepts such as conference centers, theaters, museums, waterഀ parks, and public assembly facilities. He has direct consulting experience in theഀ following areas:ഀ Market analysis Development assistanceഀ Demand models Facility recommendationsഀ Attendance projections Preliminary cost estimatesഀ Financial feasibility studies Tax revenue projectionsഀ Economic impact analysis Public financing strategiesഀ Fiscal impact analysis RFO/RFP assistanceഀ Formerly, Mr. Detiefsen consulted for Economics Research Associates (ERA), aഀ firm that specializes in entertainment and recreation market analyses and feasibilityഀ studies. He also worked at Ernst & Young in the State & Local Tax practice.ഀ Before starting his consulting career, Mr. Detlefsen served as Special Assistant toഀ the Lieutenant Governor of Indiana. While serving in state government, Mr.ഀ Detlefsen led and assisted in research projects related to economic development,ഀ agriculture, and small business development for the State of Indiana.ഀ Ifഀ IIഀ Mr. Detlefsen holds a Masters Degree in Public Policy from the Harris School ofഀ Public Policy at the University of Chicago, where he received the Harris Fellowshipഀ for his studies in Economic Development. He also graduated magna cum laudeഀ from the University of Notre Dame, with a Bachelor of Arts in Government andഀ Economics.ഀ Convention, Sports & Entertainment Facilities Consultingഀ Flit Erie. S„ite, 110 r h c go, 1Ilinois 60610ഀ . HYSഀ e: 312-567-9900. nail: hdetlefsen, hvsintesnaEional.comഀ CONSULTING EXPERIENCEഀ ■ Director, HVS Convention,ഀ Sports & Entertainmentഀ Facilities Consultingഀ • Associate, Economicsഀ Research Associatesഀ ■ Intem, Ernst & Young LLP,ഀ State & Local Tax Practiceഀ GOVERNMENT SERVICEഀ • Special Assistant to theഀ Lt. Governor of Indianaഀ ACADEMIC BACKGROUNDഀ ■ M.P.P. Harris School ofഀ Public Policy, University ofഀ Chicago, Harris Fellowshipഀ • B.A. University of Notreഀ Dame, Magna cum Laudeഀ 11ഀ isഀ 11ഀ isഀ I Eഀ I Iഀ I Iഀ STEVEN A. STERNഀ Directorഀ HVS Convention, Sports & Entertainment Facilities Consultingഀ Steven A. Stern is a nationally recognized leader inഀ sports facility financing and project management. Asഀ Director at HVS Convention Sports, & Entertainmentഀ Facilities Consulting, Stern is responsible forഀ overseeing the creation and execution of public-ഀ private development and financing partnerships.ഀ Stern has provided development and financialഀ consulting services to clients in Augusta, Macon andഀ Savannah, GA, Jacksonville, FL, Greenville, Columbiaഀ and Charleston, SC, Akron, St. Louis, Milwaukee,ഀ Omaha, Worcester as well as the NBA.ഀ For the past six years, Stem managed the firmഀ ScheerGame and its predecessor firm, Scheer-Stem Development. Stern has moreഀ than 35 years of public and private finance expertise, having worked in the fields ofഀ banking, asset management, insurance, and government.ഀ Since 1986, Stern has managed a number of innovative financing projects,ഀ including the structure of five bond issues in 1996 and 1998 that totaled $55.9ഀ million for the Greenville, SC Auditorium District that was used to fund theഀ construction of the BI-LO Center. The Bond Buyer later described that transactionഀ as one that could become a model of financing of minor league arena facilities.ഀ Stern assembled the tri-venture Gilbane Scheer Renaissance that was awarded theഀ Program Management Contract to oversee the design and construction ofഀ Jacksonville, Florida's, new $171 million arena/ballpark complex. Stern also wasഀ the principal advisor to the City in its negotiations with the Suns on their newഀ ballpark lease. In March 2000, Stern completed the financing of the $67.6 millionഀ Verizon Wireless Arena in Manchester, NH. Stern also managed the $103 millionഀ financing of Coors Field stadium in Denver. As Colorado's first capital investmentഀ budget director, Stern designed the state's first five-year capital budget.ഀ He has recently completed two consulting assignments - for the cities ofഀ Jacksonville, FL and Worcester, MA. In support of Jacksonville's leaseഀ negotiations with the Jaguars and the Gator Bowl Committee, he authored a studyഀ comparing the stadium economics of the Jaguars lease with leases in 8 other NFLഀ "small" markets. He led the work for Worcester that valued and allocated namingഀ rights payments between the venues comprising the Centrum Complex. He isഀ currently developing mixed-use public/private projects, anchored by sportsഀ facilities in Columbia, Omaha and Savannah.ഀ Prior to founding Scheer-Stern Development, Stern held the positions of Seniorഀ Vice President, Public Finance at each of William R. Hough & Co., Donaldson,ഀ Lufkin & Jenrette and Drexel Burnham Lambert. At William R. Hough & Co., Sternഀ also managed the firms' Sports and Public Assembly Facility finance practice.ഀ Stern is a frequent speaker on stadium and arena financing at industryഀ conferences and seminars, and has been involved in more than $1.4 billion ofഀ sports facility, healthcare and state government issues. Stern served as Co-ഀ Chairman for the Bond Buyer's 2nd Annual Stadium and Arena Financingഀ Conference.ഀ HVS- °1S Convention. Sports & Entertainment Facilities Consultingഀ Iwesl Etie, Suite 110 rt i ago, illlM ;is 60610ഀ - ae: 312-587-9900 • E-mail: sste,n~-~hvsiiiternaticnal.coniഀ CONSULTING EXPERIENCEഀ • Director, HVS Convention,ഀ Sports & Entertainmentഀ Facilities Consultingഀ • Chief Executive Officer,ഀ ScheerGame Sportsഀ Development, LLCഀ ■ Senior Vice President,ഀ William R. Hough &ഀ Companyഀ FINANCE INVESTMENT BANKINGഀ EXPERIENCEഀ • Senior Vice President,ഀ William R. Hough &ഀ Companyഀ • Senior Vice President,ഀ Donaldson, Lufkin &ഀ Jenrette Securitiesഀ • Senior Vice President,ഀ George K. Baum &ഀ Companyഀ ACADEMIC BACKGROUNDഀ ■ Columbia Universityഀ Graduate School ofഀ Business, New York Cityഀ ■ B.A. History, Brandeisഀ University, Waltham,ഀ Massachusettsഀ ifഀ 11ഀ 11ഀ 11ഀ Brian Harris brings extensive experience in publicഀ facility financing to HVS. He served as Vice Presidentഀ of Analytical Services, ScheerGame Sportsഀ Development, LLC for the past five years andഀ previously in a similar capacity at William R. Hough &ഀ Co. Prior to that, Harris was deputy manager of publicഀ finance at Raymond James. During his 25-year careerഀ as an analyst and as a manager of analytical services,ഀ he has worked on over 1,000 municipal financingഀ projects ranging from basic general obligation bondഀ issues to complex derivative transactions.ഀ ' Harris' major activities in sports financing began in 1985 with the financing of the Devilഀ Ray's Tropicana Field for the City of St. Petersburg/Pinellas County FL. That financingഀ involved financial participation and risk sharing by the City, County, State, and theഀ franchise holders of the sports team. After the Tropicana Field original financing wasഀ completed, Harris later worked on the refunding of that transaction in order to lowerഀ overall debt service payments.ഀ ' Harris continued to be involved in numerous financing for sports facilities, including theഀ $200 million Raymond James Stadium in Tampa Bay and the BI-LO Center in Greenville,ഀ S.C., including its 1999 refinancing that lowered its overall debt service. He was leadഀ financial analyst for the Verizon Wireless Arena, a 10,000-seat minor league hockeyഀ arena constructed in Manchester, N.H. Mr. Harris worked on the World Golf Villageഀ financing outside Jacksonville, FL and numerous minor league ballparks throughout theഀ southeast. He provided both project budget analytical support for the programഀ ' management team and operating pro-forma analyses for the lease negotiating team onഀ the 170 million dollar ballpark and arena improvements to Jacksonville's Sportsഀ Complex. He has also conducted an analysis of Oklahoma State University's footballഀ stadium and presented a financing plan for a new/improved facility. Additional workഀ experience includes valuation work on Worcester, MA Centrum Centre's two facilities,ഀ working on feasibility plans for an arena and expanded minor league baseball stadium inഀ Savannah, GA, a relocation of the Rubber Bowl in Akron, OH, a development plan for aഀ ' downtown minor league baseball stadium in Greenville, SC and development of a majorഀ league soccer facility in Milwaukee, WI.ഀ In Harris' more than 25 years of experience in the arena financing section of theഀ municipal bond market, he has experienced many variations of public/privateഀ partnerships and techniques to enable the issuance of the maximum amount of tax-ഀ exempt bonds while permitting franchise teams to play in the arena. Harris also hasഀ focused on the investment of bond proceeds in municipal escrow accounts and on theഀ reinvestment of reserve accounts for the purpose of maximizing earnings.ഀ 11ഀ 11ഀ BRIAN HARRISഀ Senior Managerഀ HVS Convention, Sports & Entertainment Facilities Consultingഀ Since joining HVS, Harris has provided several hotel analyses, including hotel marketഀ and financial feasibility studies in Peoria and Normal, Illinois, as well as a proposed hotelഀ as part of a 3 million square foot urban mixed-use development in North Austin, TX.ഀ -`yS Convention, Sports & Entertainment Facilities Consultingഀ HVS ' v' t Eris Suitt 110 Chicago, Illinois 60610ഀ ne:312-68r 0900 * E-mialh hharris.@hvsinteriiatlonal.ccriiഀ CONSULTING EXPERIENCEഀ ■ Senior Manager, HVSഀ Convention, Sports &ഀ Entertainment Facilitiesഀ Consultingഀ • Senior Vice President,ഀ ScheerGame Sportsഀ Development, LLCഀ FINANCE INVESTMENT BANKINGഀ EXPERIENCEഀ • Senior Vice President,ഀ William R. Hough &ഀ Companyഀ • Senior Vice President,ഀ Raymond James & Assoc.ഀ • Vice President, Arch Robertsഀ & Companyഀ ■ Vice President, Floridaഀ Municipal Securities, Inc.ഀ ACADEMIC BACKGROUNDഀ ■ B.S. Businessഀ Administration, Finance,ഀ University of Central Floridaഀ 11ഀ F__1ഀ I Project Experienceഀ Market & Feasibility Studiesഀ Akron, Ohioഀ John S. Knight Convention Center Expansionഀ Albuquerque, New Mexicoഀ Convention Centerഀ Headquarters Hotel Studyഀ Alpena, Michiganഀ Civic Centerഀ Apopka, Floridaഀ Civic Centerഀ Arlington, Texasഀ Convention Centerഀ Ashland, Kentuckyഀ Motor Speedwayഀ Austin, Texasഀ Austin Convention Centerഀ Austin Long Center for the Performing Artsഀ Baltimore, Marylandഀ Convention Center Hotel Feasibility Studyഀ Bangkok, Thailandഀ Amari Hotels Convention Centerഀ Bangor, Maineഀ Proposed Conference Centerഀ Bexar County, Texasഀ Multi-Purpose Event Center & Fairgroundsഀ Big Spring, Texasഀ Hotel Conference Center Feasibility Analysisഀ Bloomington, Illinoisഀ Arenaഀ Boston, Massachusettsഀ Convention & Exhibition Centerഀ Boston Duck Toursഀ Branson, Missouriഀ Convention Center & Headquarters Hotelഀ Buffalo, New Yorkഀ Buffalo Convention Centerഀ Carolina, Puerto Ricoഀ Roberto Clemente Sports Cityഀ Chandler, Arizonaഀ Theme parkഀ Charleston, South Carolinaഀ Citadel Stadiumഀ Charlotte, North Carolinaഀ Convention Center Master Planഀ Chennai, Indiaഀ Trade & Exposition Centerഀ Aftഀ Chicago, Illinoisഀ Kino Factory Theaterഀ Clovis, Californiaഀ Convention Center & Hotelഀ Colorado Springs, Coloradoഀ Hotel and Conference Center Feasibility Analysisഀ Columbus, Ohioഀ Greater Columbus Convention Centerഀ Copenhagen, Denmarkഀ Congress Facilitiesഀ Coralville, Iowaഀ Convention Center & Hotelഀ Corpus Christi, Texasഀ Bayfront Convention Center Expansionഀ Hotel, Restaurant & Retail Masterplanഀ Council Bluffs, Iowaഀ Mid-America Center Market Studyഀ Davenport, Iowaഀ Convention Centerഀ Denver, Coloradoഀ Convention Center Expansionഀ Detroit, Michiganഀ Regional Convention Centerഀ Ford Field Entertainment-Retail Centerഀ Durham, North Carolinaഀ Convention Centerഀ Edmonton, Albertaഀ Resort Hotel & Entertainment Complexഀ Erie, Pennsylvaniaഀ Hotelഀ Flagstaff, Arizonaഀ Hotel Conference Centerഀ Fort Worth, Texasഀ Headquarters Hotelഀ Foxwoods, Connecticutഀ Casino & Resort - Convention Facilitiesഀ Galveston, Texasഀ Convention Centerഀ Gary, Indianaഀ Civic Center Maximizationഀ Casino Amphitheaterഀ Grand Forks, North Dakotaഀ Alerus Center Convention Center Hotelഀ Green Bay, Wisconsinഀ Titletown Entertainment Retail Attractionഀ (Lambeau Field)ഀ VS 15 Convention. Sports & Entertainment Facilities Consultingഀ H 'c,t E lt; Stine 110 Chip ago l1l no+s 606 i Sഀ ne: 312-5K-9q00 4 , vx 312-587-9908ഀ 11 . eഀ 11ഀ 11ഀ ieഀ I Iഀ I Project Experienceഀ Greenville, South Carolinaഀ BI-LO Arenaഀ Hagerstown, Marylandഀ Multi-Purpose Events Center Complexഀ Hammond, Indianaഀ Cine Art Movie Theaterഀ Hartford, Connecticutഀ Convention Center Demand Analysisഀ Harvard, Illinoisഀ Waterpark Resort & Expo Centerഀ Holland, Michiganഀ Holland Area Centerഀ Hopkins, Minnesotaഀ Hopkins High School Performing Arts & Activitiesഀ Jackson, Mississippiഀ Conference Center & Golf Resortഀ Jamaica (Queens), New Yorkഀ Hotel & Conference Centerഀ Lawrenceburg, Indianaഀ Hotelഀ Loudoun County, Virginiaഀ Convention Center & Arenaഀ Manchester, New Hampshireഀ Civic Center / Verizon Wireless Arenaഀ Manila, Philippinesഀ Ayala Development Makati Business Districtഀ Convention Centerഀ Merrillville, Indianaഀ Convention Centerഀ Mesa, Arizonaഀ Domed Stadiumഀ Milwaukee, Wisconsinഀ Auditorium Renovationഀ Midwest Express Center Phase ll Expansionഀ Midwest Express Center Phase 111 Expansionഀ Mumbai, Indiaഀ Bandra Kuria Convention Centerഀ Naperville, Illinoisഀ Hotel and Convention Centerഀ New Morgan, Pennsylvaniaഀ Formula Motor Sports Parkഀ New Orleans, Louisianaഀ Grammy Exposition Hall & Hall of Fameഀ New York, New Yorkഀ Pier 94 - the "UnConvention Center"ഀ Madison Square Garden- Assessment of Stadium'sഀ use of Convention Centerഀ Norfolk, Virginiaഀ Convention Center & Hotelഀ Omaha, Nebraskaഀ Convention Center, Arena & Headquarters Hotelഀ Ottawa, Ontarioഀ Rideau Carleton Trade Show and Exhibition Centreഀ Overland Park, Kansasഀ Arena Feasibility Studyഀ Arena Impact Studyഀ Convention Center and Hotel Feasibility Studyഀ Philadelphia, Pennsylvaniaഀ Convention Center Labor Studyഀ Quad Cities, Illinoisഀ Quad Cities International Raceway Parkഀ Queens, New Yorkഀ Convention Center & Hotelഀ Racine, Wisconsinഀ Convention Centerഀ Raleigh, North Carolinaഀ Convention Center and Headquarters Hotelഀ Rancho Mirage, Californiaഀ Agua Caliente Casino and Resortഀ Richmond, Virginiaഀ Greater Richmond Convention Centerഀ Saint Louis, Missouriഀ Headquarters Hotel Market Studyഀ Industry Market Studyഀ Salt Lake City, Utahഀ Performing Arts Center &ഀ Cultural District Planningഀ Salem, Oregonഀ Oregon State Fairഀ Salem, Virginiaഀ Convention Centerഀ San Antonio, Texasഀ Convention Centerഀ San Bernadino, Californiaഀ Arenaഀ San Juan, Puerto Ricoഀ America's World Trade Center District &ഀ Entertainment Districtഀ Santa Fe, New Mexicoഀ Cerrillos Road Convention Center Surveyഀ Downtown Convention Center Feasibility Studyഀ Saratoga Springs, New Yorkഀ Concert Venue Analysisഀ Multi-Purpose Entertainment Venueഀ Skagit County, Washingtonഀ Northern State Recreation Centerഀ S Convention. Sports R Entertainment Facilities Consultingഀ HVSഀ nഀ I Project Experienceഀ 11ഀ 11ഀ Schaumburg, ILഀ Convention Center & Hotel Feasibility Studyഀ Convention Center and Headquarters Hotel Assetഀ Managementഀ South Lake Tahoe, Californiaഀ Hotel Conference Center & Event Centerഀ Syracuse, New Yorkഀ DestiNY-Tourism, Retail & Entertainment Centerഀ Vail, Coloradoഀ Convention Centerഀ Valley View, Pennsylvaniaഀ Rausch Motor Sports / Motor Sports Parkഀ Vancouver, British Columbiaഀ Convention Centerഀ Wausau, Wisconsinഀ Convention Center & Hotelഀ Washington, DCഀ Wardman Park Hotelഀ West Allis, Wisconsinഀ State Fair Park Hotelഀ Hotel Feasibility Study and Request for Proposalsഀ Wichita, Kansasഀ Century 11 Modernization/Expansion Phase Iഀ Century 11 Modernization/Expansion Phase 11ഀ Winston-Salem, North Carolinaഀ Convention Centerഀ Youngstown, Ohioഀ Hotel Conference Centerഀ SS Convention. Sports & Entertainment Facilities Consultingഀ HVS Pest Erie. Sniff ' 10 Ghi ago. llimo s 6061ഀ F: 312-W-9900 • Pax 312-587-9908ഀ ALഀ I Project Experienceഀ IIഀ Tax Forecastsഀ Austin, Texasഀ Convention Center/Waller Creek Venueഀ Project Bondsഀ Charlotte, North Carolinaഀ Convention Center Financing Room Tax Analysisഀ Chicago, Illinoisഀ City of Chicago, Revenue Estimates Booksഀ (1989 through 1993)ഀ O'Hare International Terminal Special Revenueഀ Bond Financingഀ Motor Fuel Tax Bond Issueഀ Green Bay, Wisconsinഀ Lambeau Field Sales Tax Analysisഀ Arena & Convention Center, Room Tax Analysisഀ Greenville, South Carolinaഀ Greenville Auditorium District Hotel Taxഀ Revenue Bondsഀ Mecklenburg County, North Carolinaഀ Room Occupancy & Prepared Food &ഀ Beverage Tax Analysisഀ Milwaukee, Wisconsinഀ Southeast Wisconsin Professional Baseballഀ Park - District Sales Tax Revenue Bondsഀ 1996, 1997, 1999ഀ Wisconsin Center District - Junior Dedicatedഀ Tax Revenue Refunding Bondഀ nഀ New York, New Yorkഀ Jacob Javits Convention Center Expansion Financingഀ Tax Revenue Bondsഀ North Charleston, South Carolinaഀ Charleston County Municipal Accommodationsഀ Fee Analysisഀ Orlando, Floridaഀ Orange County Convention Center Tax Revenueഀ Analysisഀ Overland Park, Kansasഀ General Obligation Bonds - Transient Guest Tax Studyഀ Overland Park Development Corp. - Seniorഀ Revenue Bondsഀ Raleigh, North Carolinaഀ Centennial Authority of North Carolina - Hotelഀ Tax Revenue Bondsഀ Richmond, Virginiaഀ Greater Richmond Convention Center Authority Hotelഀ Tax Revenue Bondsഀ San Juan, Puerto Ricoഀ Room Tax Analysisഀ Sante Fe, New Mexicoഀ Civic Center Hotel Room Tax Analysisഀ Wausau, Wisconsinഀ Hotel-Motel Room Tax Analysisഀ IWS Convention. Sports & Entertainment Facilities Consultingഀ H 11 1`J ` vVest Ene. Suite 110 Chicago. Illinois 60610ഀ a;e: 312-587-9900 . Fax 312-587-9908ഀ isഀ I Project Experienceഀ Economic Impact Analysesഀ Austin, Texas Naperville, Illinoisഀ Austin Convention Center Proposed Conference Centerഀ Boston, Massachusettsഀ New Orleans, Louisianaഀ Boston Convention Centerഀ Hotel Industry Impact Studyഀ Boston Duck Toursഀ New York, New Yorkഀ Boston Red Sox New Fenway Parkഀ World Trade Centerഀ Buffalo, New Yorkഀ Madison Square Garden- Assessment of Stadium'sഀ Buffalo Convention Centerഀ use of Convention Centerഀ Colorado Springs, Coloradoഀ Economic Impact Analysis of Hudson Gardensഀ Proposed Convention Centerഀ Norfolk, Virginiaഀ Columbus, Ohioഀ Convention Centerഀ Greater Columbus Convention Centerഀ Normal, Illinoisഀ Copenhagen, Denmarkഀ Proposed Conference Centerഀ Proposed Congress Centreഀ Overland Park, Kansasഀ Council Bluffs, Iowaഀ Convention Centerഀ Mid America Centerഀ Proposed Arenaഀ Dallas, Texasഀ Providence, Rhode Islandഀ Hotel Impact on Convention Centerഀ Convention Centerഀ Denver, Coloradoഀ Raleigh, North Carolinaഀ Convention Center Headquarters Hotelഀ Proposed Convention Centerഀ Lenox, Massachusettsഀ Richmond, Virginiaഀ National Music Foundationഀ Greater Richmond Convention Centerഀ Lombard, Illinoisഀ Salem, Virginiaഀ Proposed Hotel Conference Centerഀ Convention Centerഀ Louisville, Kentuckyഀ Salt Lake City, Utahഀ Henry Clay Hotel Restoration - Kentuckyഀ Performing Arts Centerഀ Tourism Cabinetഀ Suffolk, Virginiaഀ Milwaukee, Wisconsinഀ Hotel Conference Centerഀ Convention Center & CVBഀ its convention, Sports & Entertaia3nent Facilities consultingഀ HVS West Erie. Suite 1 0 Chic ago, lilirtoi5 630610ഀ „i 312-537-9900 • F.u, 312.55?-9908ഀ 11 0ഀ 19ഀ 1Eഀ 11ഀ 11ഀ 11ഀ 11ഀ 11ഀ I Project Experienceഀ Development Assistanceഀ Akron, Ohioഀ Football Stadium & Mixed-Use Developmentഀ Augusta, Georgiaഀ Proposed Arena Developmentഀ Albuquerque, New Mexicoഀ Headquarters Hotel Task Forceഀ Baltimore, Marylandഀ Headquarters Hotel Developmentഀ Bangor, Maineഀ Proposed Hotel and Conference Centerഀ Developmentഀ Cairo, Egyptഀ Convention Center Management Studyഀ Charleston, South Carolinaഀ College of Charleston Arenaഀ Charlotte, North Carolinaഀ Headquarters Hotel Developmentഀ Chicago, Illinoisഀ O'Hare International Managementഀ Columbus, Ohioഀ COST Science & Industry Museum Feasibilityഀ Study - Peer Reviewഀ Davenport, Iowaഀ Management RFPഀ Blackhawk Hotel Redevelopmentഀ Frenchtown, St. Thomasഀ US Virgin Islandsഀ Resort Hotel Developmentഀ Greenville, South Carolinaഀ BI-LO Centerഀ Proposed Ballpark & Mixed-use Developmentഀ Huntsville, Alabamaഀ Headquarters Hotel Developmentഀ Jacksonville, Floridaഀ Jacksonville Arenaഀ Jacksonville Baseball Parkഀ Macon, Georgiaഀ Arena & Ballpark Mixed-use Developmentഀ Manchester, New Hampshireഀ Verizon Wireless Arenaഀ Milwaukee, Wisconsinഀ Wisconsin Center District - Financialഀ Advisory Servicesഀ Wisconsin Center District - Constructionഀ Manager Selectionഀ Proposed Soccer Stadium & Mixed-use Developmentഀ Naperville, Illinoisഀ Hotel and Conference Center Developmentഀ Normal, Illinoisഀ Hotel, Conference Center & Multi-Use Facilityഀ Developmentഀ Omaha, Nebraskaഀ Headquarters Hotel & Convention Centerഀ Developmentഀ Overland Park, Kansasഀ Headquarters Hotel & Convention Centerഀ Developmentഀ Perth Amboy, New Jerseyഀ Ballpark Developmentഀ Prospect Heights, Illinoisഀ Arena Developmentഀ Queens, New Yorkഀ Madison Square Garden Stadium Commentaryഀ Raleigh, North Carolinaഀ Headquarters Hotel & Conventionഀ Center Developmentഀ Saint Louis, Missouriഀ Saint Louis University Arena & Mixed-useഀ Developmentഀ San Antonio, Texasഀ Convention Centerഀ San Antonio, Texasഀ CVBഀ San Juan, Puerto Ricoഀ America's World Trade Center Districtഀ Savannah, Georgiaഀ Arena Developmentഀ Schaumburg, Illinoisഀ Convention Center and Headquarters Hotelഀ Stamford, Connecticutഀ Arena Developmentഀ Ballpark & Mixed-use Developmentഀ Stillwater, Oklahomaഀ Oklahoma State Football Stadium Renovationഀ Wauwatosa, Wisconsinഀ Milwaukee Regional Medical Centerഀ Organizational Analysisഀ West Allis, Wisconsinഀ Hotel Feasibility Study and Request for Proposalsഀ ~ tS Convention. Sports & Entertainment Facilities Consultingഀ HVS i ~ivVest Elie, a,LdO 110 Chica90, fiiitt0is 60610ഀ r4: 312-587-9900 • Fax 312-587-9908ഀ 11ഀ riഀ I Project Experienceഀ Financial Servicesഀ Augusta, Georgiaഀ Purchase of the Augusta Lynx of the East Coastഀ Hockey League, Investment Bankerഀ Columbia, South Carolinaഀ New Ballpark and Mixed-use Development,ഀ Financial Advisor to Team and Developerഀ Denver, Coloradoഀ Metropolitan Denver Major League Baseballഀ Stadium District, Financing of Coors Fieldഀ Convention Center Expansion, Financial Advisorഀ Greenville, South Carolinaഀ BI-LO Center - Arena Lease, Operating Agreements,ഀ Financing Documentsഀ Jacksonville, Floridaഀ Ballpark Lease Negotiations between the City ofഀ Jacksonville and the Jacksonville Suns for a Long-ഀ term Lease of the new Baseball Groundsഀ Manchester, New Hampshireഀ Verizon Wireless Arena, Investment Bankerഀ Omaha, Nebraskaഀ Omaha Royals New Downtown Ballpark and Mixed-useഀ Development, Financial Advisorഀ St. Augustine, Floridaഀ World Golf Village, Financial Advisorഀ St. Petersburg, Floridaഀ St. Petersburg Times Forum (NHL's Lightning),ഀ Investment Banker and Financial Analystഀ Tampa Bay, Floridaഀ Tropicana Field (MLB's Devil Rays), Investment Bankerഀ and Financial Analystഀ Raymond James Field, Investment Banker andഀ Financial Analystഀ Vero Beach, Floridaഀ 4 Spring Training Facilities including renovation ofഀ Dodgertown, Investment Banker and Financialഀ Analystഀ ~VS ;JS Convention. Sports & Entertainment Facilities Consultingഀ H A,est E Suite 110 Chcagr), Illinois 606 ,ഀ ~ie,: 312-58--9900 , F<u 312-587-99 &ഀ Akkഀ GOഀ I Project Experienceഀ ioഀ Financial Analytical Servicesഀ Chatham County, Georgiaഀ Naming Rights Marketing Assistance Servicesഀ Columbia, South Carolinaഀ New Ballpark and Mixed-use Development,ഀ Financial Advisor to Team and Developerഀ Jacksonville, Floridaഀ Comparative Study of 9 NFL Small Market Stadiumഀ Lease, Financing and Operationsഀ Program Manager, Overseeing development of $170ഀ million Sports Complex including new Arena andഀ Ballparkഀ Worchester, Massachusettsഀ Valuation and Allocation of the Naming Rights forഀ Convention Center and Arenaഀ Leaguesഀ Af2 Leagueഀ Venue and Team Services Consultants to the aftഀ National Basketball Associationഀ Venue and Market Consultants to the NBA on theഀ creation and initial market selection of the NBDLഀ VS Convention. Sports & Entertainment Facilities Consultingഀ HVS Nes[ tie. SU tC ,10 D"iragr illi OIS 6061ഀ ne: 392-587-99YO , Fax 312-587-9908ഀ 11ഀ NTERNATIONALഀ Client:ഀ Town of Vailഀ Project Type:ഀ Market Feasibility,ഀ Economic Impactഀ Analysis, Businessഀ Planഀ Size:ഀ 115,000 square feetഀ gross building area;ഀ 125 parkingഀ spacesഀ Project Value:ഀ $49 millionഀ Role:ഀ Financial Analyst,ഀ Consultantഀ Dates of Service:ഀ 2003ഀ The Town of Vail hired HVS to develop a business plan for a new conference center. The votersഀ in Vail passed a referendum in support of the development of a conference center on Novemberഀ 5, 2002, which included a 1.5 percent increase in the local lodging tax and 0.5 percent increaseഀ in the sales tax to fund the project. The Town has explored the concept of a conference center forഀ several years and a series of previous studies have identified varying levels of potential demandഀ for such a facility. HVS teamed with LMN Architects, and developed a business plan for theഀ facility. Given the unique resort character of the Town of Vail, HVS conducted extensive eventഀ planner surveys, interviews, and focus gro ps to help determine the appropriate facility programഀ and demand potential for the conference center. HVS recommended a conference center withഀ 45,000 square feet of function space, including a 25,000 square foot main ballroom/exhibitഀ space.ഀ The Town then hired HVS to provide operator selection assistance. HVS drafted the RFQ and RFPഀ documents to select an operator for the conference center. HVS also analyzed the relationship ofഀ the CVB and the proposed conference center during the course of evaluating proposals by privateഀ management companies.ഀ Project Scopeഀ NIL,ഀ Surveys and focus groupsഀ Demand and operating projectionsഀ Facility program recommendationsഀ Preliminary concept designഀ Economic impact analysisഀ Financing planഀ Operator solicitation processഀ Resultsഀ The Town of Vail selected an architect and design work for the facility was completed. Theഀ cost of the project increased and the Town held a second public referendum on the projectഀ that was defeated.ഀ H ~ TS HVS convention, Sports & Entertainment Facilities consultingഀ j~ 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ Phone 312.587.9900 Fax 312.587.9908 www.hvsintematonal.comഀ Client:ഀ Town of Normal &ഀ Illinois Stateഀ Universityഀ Project Type:ഀ Hotel, Conferenceഀ Center & Mixed-ഀ Use Facilityഀ Role:ഀ Consultantഀ Dates of Service:ഀ 2001-2003ഀ HVS was engaged to assist the Town of Normal and Illinois State University in the developmentഀ of a 150-200 room hotel, a 15,000 square feet conference center, and a mixed-use facility onഀ approximately one block of the Town's downtown - a development consistent with theirഀ comprehensive Downtown Redevelopment Plan, which was completed in 2004.ഀ 1.1ഀ Project Scopeഀ Phase One: Issue a request for qualifications to select the qualified teams from which toഀ solicit development proposals.ഀ Phase Two: Issue a request for proposals to solicit development proposals from the finalistഀ teams, evaluate the responses, advise the Town on criteria to choose the selectedഀ development team, and negotiate a development term sheet.ഀ Phase Three: Negotiate the necessary development, operating and financing agreementsഀ with the Town's chosen development team, and assist with the financing plans of theഀ proposed hotel and mixed-use development.ഀ Results to Dateഀ • The project is currently under construction.ഀ T HVS Convention, Sports & Entertainment Facilities Consultingഀ MV/ 445 West Erie, Sutte 110, Chicago, Illinois 60610ഀ R IN I'"" Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ ERNATIONAഀ 11ഀ Client:ഀ City of Sanഀ Antonioഀ Project Type:ഀ Convention Centerഀ Headquartersഀ Hotelഀ Size:ഀ 1000 roomsഀ Project Value:ഀ $217 millionഀ Role:ഀ Financial Analyst,ഀ Developmentഀ Consultantഀ Project Scopeഀ H` HVS Convention, Sports & Entertainment Facilities Consultingഀ 445 West Ede, Suite 110, Chicago, Illinois 60610ഀ Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ Ir-ഀ NW 56 r.•.ഀ TERNATIONAഀ Client:ഀ Baltimoreഀ Developmentഀ Corporationഀ Project Type:ഀ Hotel Feasibilityഀ Studyഀ Size:ഀ 750-roomsഀ Project Value:ഀ $301 millionഀ Role:ഀ Financial Analyst,ഀ Developmentഀ Consultantഀ Project Scopeഀ Dates of Service: HVS assisted the Baltimore Development Corporation (BDC) in the development of a newഀ March 2003 - convention center headquarters hotel that would be connected to the Baltimore Conventionഀ March 2006 Center. HVS performed a hotel feasibility study and recommended the development of a 750-ഀ room property. Our analysis demonstrated that a publicly financed hotel project of this sizeഀ would be most feasible and provide the highest level of benefit to the City of Baltimore. HVSഀ then assisted the BDC in running a competitive selection process for a development team.ഀ Resultsഀ The BDC negotiated with a development team for the municipal financing and construction of aഀ Hilton property. A specific financing plan was developed that minimized the development risk toഀ the City of Baltimore and included substantial financial guarantees from the Hilton Corporation.ഀ This project enjoys the support of a historically strong hotel and convention market inഀ downtown Baltimore. The Hotel is currently under construction and scheduled to open inഀ August 2008.ഀ C HVS Convention, Sports & Entertainment Facilities Consultingഀ HVS 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ 31"\ " Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ NTERNAഀ Client:ഀ City of Omahaഀ Project Type:ഀ Developmentഀ Assistance forഀ Headquartersഀ Hotelഀ Size:ഀ 450-room on-siteഀ hotelഀ Project Value:ഀ $76 millionഀ Role:ഀ Financial Analyst,ഀ 'ഀ Developmentഀ Consultantഀ Dates of Service:ഀ 2001 -2002ഀ 11ഀ 11ഀ 11ഀ 11ഀ NALഀ In 2000, HVS analyzed the feasibility of a convention center headquarters hotel in Omaha,ഀ Nebraska. Based on this study, the City recognized that a headquarters hotel development inഀ Omaha was likely to require public participation. HVS was further engaged to assist the City inഀ the selection of, and negotiations with, the hotel developer, operator, and constructionഀ manager.ഀ Project Scopeഀ Evaluation of proposals for design, construction, management and financing of the hotelഀ Developing a financing model and estimation of financing capacityഀ Negotiations with development teams on the terms of a proposed public/private partnershipഀ for a development agreement and a hotel operating agreementഀ Assistance in the preparation of financing documentsഀ Drafting and negotiation of a room block commitment agreementഀ Presentations to rating agencies and bond insurersഀ Resultsഀ $103 million in tax-exempt hotel revenue bonds were issued in April 2002ഀ Ambac provided a financial guarantee for the entire bond issue resulting in a Moody's AAAഀ and a Standard & Poors AAA ratingഀ The Hilton Headquarters hotel opened in 2004ഀ ' HVS Convention, Sports & Entertainment Facilities Consultingഀ HxV7tJ 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ ' ' " Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ 11ഀ I Iഀ 11ഀ isഀ 11ഀ Client:ഀ City of Napervilleഀ Project Type:ഀ Hotel Conferenceഀ Center Feasibilityഀ Analysis &ഀ Developmentഀ Assistanceഀ Role:ഀ Financial Analyst,ഀ Consultantഀ Project Scopeഀ Market analysis and demand projections for the conference center component of theഀ projectഀ Analysis of competitive properties in the subject marketഀ Hotel portion of study focused on a market segmentation analysis and generatedഀ projections for average rates and occupancies at the subject hotelഀ Evaluation of various public financing strategies that would make the project feasibleഀ Resultsഀ The Town of Naperville is in the process of identifying a developer for this project.ഀ H VS Convention, Sports & Entertainment Facilities Consultingഀ j 1 Vs 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ Phone 312.587.9900 Fax 312.587.9908 www.hvsinternational.comഀ 11ഀ NTERNATIONAഀ Client:ഀ City of Bangorഀ Project Type:ഀ Hotelഀ Size:ഀ 150 Guestഀ Rooms, 10,000ഀ Square Feet ofഀ Conference Spaceഀ Role:ഀ Feasibilityഀ Analysis,ഀ Financingഀ Analysis,ഀ Developmentഀ Assistanceഀ Dates of Service:ഀ 2003-2004ഀ The City of Bangor hired HVS International to conduct a feasibility study of the potential for aഀ focused-service hotel property with meeting and banquet facilities in downtown Bangor. Theഀ City has worked to redevelop the riverfront portion of its downtown for many years, and the Cityഀ identified a hotel capable of hosting meetings and small conventions as a key part of that effort.ഀ In addition to testing the feasibility of the proposed hotel, HVS provided ongoing developmentഀ assistance services in the form of evaluation of developer proposals and financing strategies.ഀ The recent approval of a "racino" (combination harness racing facility and casino) in the Cityഀ has led to further redevelopment of City's downtown, and has expedited the hotel developmentഀ process.ഀ Project Scopeഀ Hotel market analysisഀ Projection of hotel financial operationsഀ Financial feasibility analysisഀ Developer proposal reviewഀ Development assistance servicesഀ Resultsഀ The City of Bangor is presently negotiating with a developer for the construction of aഀ riverfront hotel on a site the City has designated for redevelopment.ഀ ` jC HVS Convention, Sports & Entertainment Facilities Consultingഀ V►J 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ TERNATIONAഀ Client:ഀ City of Overlandഀ Parkഀ Project Type:ഀ Convention Centerഀ with On-Siteഀ Headquartersഀ Hotelഀ Size:ഀ 100,000 squareഀ feet of meeting,ഀ banquet&ഀ exhibition spaceഀ with attachedഀ 412-roomഀ Sheraton Hotelഀ Project Value:ഀ $148 millionഀ Role:ഀ Financial Analyst,ഀ Consultantഀ Dates of Service:ഀ 1996 -2002ഀ iഀ 9ഀ v~ഀ HVS staff provided the City of Overland Park, Kansas with a full range of project assistanceഀ guiding the City through the process of developing a convention center and adjacent hotel.ഀ Project Scopeഀ Convention center and hotel feasibility analysesഀ Hotel tax revenue projectionsഀ Financing and economic impact analysesഀ Management selectionഀ Hotel developer solicitation and general development assistanceഀ Resultsഀ The City issued general obligation debt to support construction of the convention center,ഀ and financed the hotel with tax-exempt hotel revenue bondsഀ The facility opened in November 2002ഀ HVS HVS Convention, Sports & Entertainment Facilities Consultingഀ 445 West Erie, Suite 110, Chicago, Illinois 60610ഀ Phone 312.587.9900 Fax 312.587.9908 www.hvsintemational.comഀ MEMORANDUMഀ TO: Town Councilഀ FROM: Community Development Departmentഀ DATE: January 16, 2007ഀ SUBJECT: Lionshead Parking Structure Request for Proposalsഀ Staff: Stan Zemler and Russ Forrestഀ PURPOSEഀ The purpose of the evening meeting with the Vail Town Council (Council) is to:ഀ • Request budget authorization for $35,000 to perform a financialഀ critique on the two development proposals for the Lionshead Parkingഀ Structure and to authorize staff to engage Economic Planningഀ Systems to complete that critique.ഀ II. BACKGROUNDഀ A. Goalsഀ The Town of Vail (Town) owns and operates an 1,150 space parking structureഀ and an unimproved charter bus parking lot, located at 395 South Frontage Roadഀ in Vail, Colorado (See Section 7 of RFP). This site is 6.3 acres in size and isഀ located in the Lionshead Redevelopment Master Plan area, one of twoഀ pedestrian retail areas in Vail. In addition, this site is included in the Lionsheadഀ Urban Renewal area.ഀ A draft master plan for the parking structure was completed during the process ofഀ considering a conference center; the Town identified at that time, the followingഀ needs for the site:ഀ • The existing parking structure needs both capital and operationalഀ improvements to maintain its effectiveness in the future,ഀ • The Town currently needs 400-500 additional public parking spaces toഀ minimize overflow parking on the Frontage Road for 15 days per winterഀ season,ഀ • Redevelopment of the parking structure should include retail developmentഀ on the south side of the parking structure as called for in the Lionsheadഀ Redevelopment Master Plan,ഀ • Pedestrian access needs to be improved between the parking structureഀ and the Lionshead retail area, andഀ • Improve the Lionshead Information Center.ഀ In the last year, private developers have approached the Town of Vail andഀ proposed redevelopment of the site to accommodate both public and privateഀ uses. To ensure a fair and equitable process, the Vail Town Council directedഀ Aftഀ Aഀ that a "Request for Proposals" be issued to solicit development proposals thatഀ meet the project goals of the Town for this site.ഀ The RFP seeks qualified developers who can develop the Lionshead parkingഀ structure consistent with the project goals of this RFP stated below.ഀ The following are project goals for any developer considering submitting aഀ proposal:ഀ A. Development proposals shall comply with the Lionshead Redevelopmentഀ Master Plan (Seeഀ http://www.vailgov.com/docs/dl forms/lionshead master plan 01 2006.pdf )ഀ and be consistent with Lionshead Mixed Use 1 Zoning (Seeഀ http://www.sterlingcodifiers.com/CO/VaiI/ for Title 12 in the Vail Town Code).ഀ B. Development proposals consistent with the Lionshead Redevelopmentഀ Master Plan and the Lionshead Mixed Use 1 Zone District shall help pay forഀ the public improvements. A strong preference is given to uses that generateഀ "hot beds" such as accommodation units (hotels) and Employee Housingഀ Units. Parking generated by private development shall be provided and paidഀ for by the developer.ഀ C. Meeting/event/conference facilities accessory to hotel and lodging uses.ഀ D. The Town anticipates extensive improvements to the Lionshead parkingഀ structure in the near future. Creation of a new public parking structure, paidഀ for through the redevelopment of the site, should include a minimum of 1150ഀ public parking spaces that would improve the operational performance of theഀ structure compared to current operation (See 2005 Walker Parking Study inഀ Attachment B). The Town is assuming that it would continue to own andഀ operate public parking in Lionshead.ഀ E. Creation of new public parking in excess of the 1,150 existing spaces on theഀ site based on circulation viability.ഀ F. Creation of a new Lionshead information center with public restrooms.ഀ G. Redevelopment of the Lionshead Annex with consideration given to theഀ relocation of a Youth Recreation Center and the Colorado Mental Healthഀ offices.ഀ H. Improvement of the pedestrian, transit, and vehicular circulation between theഀ parking structure and the Lionshead retail mall.ഀ 1. Provide loading and delivery for uses created on-site which can also be usedഀ by adjacent Lionshead retail uses.ഀ J. Improve hotel shuttle bus circulation which currently drops guests at theഀ southwest corner of the Lionshead parking structure. The Town is interestedഀ in siting a Lionshead transit facility to accommodate 5 buses for regional busഀ traffic. The parking structure area is one of the locations under considerationഀ for that use (See Draft Master Plan for Parking Structure).ഀ K. Creation of a retail connection along the south side of the project site that isഀ consistent with the Lionshead Redevelopment Master Plan.ഀ L. Frontage Road improvements consistent with the Lionshead Redevelopmentഀ Master Plan and acceptable to the Colorado Department of Transportation.ഀ M. Other public amenities that would augment the vitality and economic impactഀ of the development.ഀ N. Use of the U.S. Green Building Council's LEED Green Building Ratingഀ System, or a comparable alternative, to guide project design.ഀ Attachment A includes the Executive Summary for Both Teams. It should beഀ noted that proposed schedule changes are proposed below.ഀ B. Projected Costs for Maintaining the Lionshead parking structure and otherഀ associated improvementsഀ The Lionshead parking structure was built in 1980 and is projected to have 25ഀ years more of life before major reconstruction is required. However, significantഀ capital investments will be required to reach the 25 years. Necessaryഀ improvements to the Lionshead parking structure can be placed in the followingഀ categories:ഀ Structural/Capital Maintenance:ഀ • Repair all the stairs and stairways: $350,000 due next couple of yearsഀ • Ongoing expansion joint work: $50,000/yr *ഀ • Top deck slab: re-topping within the next eight years: $2,500,000ഀ • Salt penetration repairs: $150,000 due next couple of yearsഀ • Water infiltration repairs: $250,000 within 5 yearsഀ • Painting/lighting/system maintenance: $150,000/yrഀ • Parking equipment replacement: now $300,000, also every 5-7 years,ഀ will request for 2007ഀ Operational: The current structure does not function well as designed:ഀ • Install pay on foot stations: $200,000ഀ • Provide another exit to East Lionshead Circle: $750,000ഀ • Convert the garage to one-way circulation and lose 100 spots: cost toഀ replace the 100 spots: $3,500,000ഀ • Roadway improvements for better ingress/egress: $3,000,000ഀ Code/regulatory: Required improvements to meet current codes will beഀ required with any enhancement or remodel.ഀ • Elevator to meet ADA: $400,000 a pieceഀ • Sprinkler and detection systems: $1,000,000ഀ • Increase ventilation on certain levels: $350,000ഀ • Egress and proper emergency access issues: $150,000ഀ Enhancements: Keeping up with the customer expectations, matching the newഀ neighborhood and keeping the Vail experience.ഀ • Bathrooms: $500,000ഀ • Information booth: $900,000ഀ • Auxiliary building: $1,700,000ഀ • Heated entry stairs: $1,000,000 verses $300,000ഀ • Elevators: See aboveഀ • Streetscape: $1,000,000ഀ • New heated streetscape entry/bus plaza: $3,000,000ഀ Expansion: We have stated the need to expand the supply by 400 spaces.ഀ • 400 new spaces: $12,000,000ഀ Currently, some of the structural and capital maintenance issues are budgetedഀ over the next 5 years Operational issues are not budgeted except theഀ possibility of roadway improvements using Tax Increment Financing (TIF) funds.ഀ Enhancements are not budgeted except to use TIF funds for streetscape andഀ entry plaza.ഀ 0ഀ The conference center, if approved, would have addressed all these issues withഀ the exception of the topping slab, one-way circulation, the information booth andഀ expanded capacity by only 250 spaces verses 400 spaces. The revised capitalഀ budgets for 2007-2010 will need to reflect increased costs to take care of theഀ shortcomings.ഀ C. Criteria for a Final Selectionഀ On September 5, 2006 the Council approved the following criteria (which isഀ based on the original goals of the RFP).ഀ Regulatory Criteriaഀ • Compliance with Lionshead Mixed Use Zoning,ഀ • Conformance to design guidelines in the Lionshead Redevelopmentഀ Master Plan,ഀ • Compliance with affordable housing policy.ഀ Circulation and Parkingഀ • Replacement of existing parking without affecting parking availabilityഀ in the ski season,ഀ • Mitigation of lost parking during the construction of the parking facility,ഀ • Number of additional public parking spaces (beyond 1,150 spaces)ഀ provided upon completion of construction,ഀ • Provide for loading and delivery for the site and surrounding area,ഀ • Provide for mass transit access to the Lionshead area,ഀ • Enhance circulation for pedestrians and vehicles,ഀ • Provide necessary improvements to Frontage Road in complianceഀ with CDOT standards.ഀ Usesഀ • Number of "live beds" and degree to which they provide diversity toഀ the Vail bed base,ഀ • Provide retail opportunities on East Lionshead Circle whichഀ complement existing retail areas,ഀ • Provide public amenities: recreation, entertainment, event/meetingഀ facilities proposed on the site,ഀ • Provide a new Lionshead information center,ഀ • Consideration of the relocation for the Youth Recreation Center,ഀ Colorado Mental Health, and other tenant uses.ഀ Financial Considerationsഀ • Financial return to the Town through lease payments, air rightsഀ purchase or other payments,ഀ • Town's financial commitment for construction and maintenance ofഀ public improvements,ഀ • Financial viability of the project,ഀ • Financial capability of the developer to construct and operate theഀ project,ഀ • Financial guarantees for timely completion.ഀ 4ഀ oഀ Environmental/Carrying Capacityഀ • Overall environmental sensitivity and ability to achieve an establishedഀ environmental certification for the design and construction of theഀ facility,ഀ • Overall innovation and creativity.ഀ Legalഀ Ownership structure for the parking facilities and privateഀ improvements,ഀ Contractual arrangements necessary for joint ownership andഀ operation of public amenities,ഀ Assurance of completion and operational commitments.ഀ Staff and consultants will review the proposals and make a recommendationഀ to Council regarding the extent to which each proposal meets the criteria.ഀ The Council will make a final decision in its sole judgment as to whichഀ proposal is in the best interests of the Town. The Council will reserve theഀ right to reject all proposals.ഀ ACTION REQUESTED FROM COUNCILഀ A. Scope of Service for a Financial Critique/Analysis of the twoഀ development proposalsഀ On November 21, 2006, the Council received input from the public andഀ requested the proposals be reviewed and critiqued by a financial expert whoഀ could review the viability of the proposals, the proposed public benefits andഀ risks of each proposal. To ensure that a final product meets with theഀ Council's goals for this review, staff prepared a request for proposals with aഀ scope of services (see attachment A). Staff used the Urban Land Instituteഀ database which includes most of the top investment bankers, financialഀ consultants, and developers to create a mailing list for the RFP. Staffഀ received three proposals from this RFP from:ഀ • Economic Research Associatesഀ • Economic & Planning Systems, andഀ • HVSഀ After meeting with the designated Council members for the RFP it is staffsഀ recommendation to engage Economic & Planning Systems (EPS) for thisഀ task. The rational for recommending EPS includes:ഀ 1. Qualifications: EPS brought three skill sets together for the projectഀ including:ഀ a. Ability to analyze the value of the public benefits and costs andഀ provide consultations on financial tools and guarantees toഀ ensure the Town receives the best possible, yet fair, deal fromഀ a chosen developer. EPS specializes in providingഀ consultation on public private deals and has done many suchഀ projects in the past.ഀ Ah 0%ഀ b. EPS has engaged a real estate attorney/developer (Jimഀ Mulligan to evaluate the deal and the financing behind it. Heഀ has worked on developing the financing and the developmentഀ agreement in many large developments. The Vail Housingഀ Authority (Housing Authority) has worked with him on Middleഀ Creek. Although expensive, he was effective in developing aഀ very beneficial development agreement for the Housingഀ Authority and the Town. His time and cost will be capped inഀ this scope of service.ഀ c. EPS has three options for a consultant that specializes inഀ market demand for hotel brands. EPS is in the process, atഀ staff request, of ensuring that they would not have a conflict orഀ an active business interest with either of the developmentഀ companies. Each of these resources have significantഀ experience in evaluating the market demand and impact ofഀ different hotel brands.ഀ 2. Competitive Price: EPS `s cost for this scope will not exceedഀ $35,000. HVS was also at $35,000 and ERA was at $50,000.ഀ 3. Conflict of Interest: HVS may have a conflict of interest in that theyഀ worked on the OPN proposal out of their Dallas office. East West hasഀ expressed concern about a conflict with HVS. The other twoഀ developers have no known conflicts.ഀ Staff is requesting that the Council make a motion to engage EPSഀ and to authorize $35,000 for the completion of the scope of workഀ outlined in Attachment A.ഀ IV. SCHEDULE OF PROPOSED NEXT STEPSഀ The following is a series of next steps with several opportunities for publicഀ input and involvement.ഀ January 5, 2007 Development teams will respond by this date toഀ final questions from the Council and staff.ഀ Questions for example (but not limited to theഀ following) include:ഀ 1. Identifying where off-site employee housingഀ would be located.ഀ 2. Providing documentation on how dwelling unitsഀ or dwelling unit lock-offs would be managed inഀ a rental pool.ഀ 3. Providing information on how completion ofഀ construction of public parking would beഀ guaranteed on-time and then how completion ofഀ the overall project would be guaranteed.ഀ 4. Providing additional documentation on how anyഀ financial subsidy required for the civic centerഀ use would be addressed by the developer.ഀ o aഀ 5. Any additional ideas to address the commentsഀ from the Council and the public.ഀ No additional information will be accepted by theഀ developers after this date unless specificallyഀ required by the financial analyst chosen by theഀ Town to critique the two proposal.ഀ February 6, 2007 Preliminary draft of 2nd appraisal is completeഀ February 20, 2007 Presentation of appraisals, financial analysis, andഀ staff recommendation to the Vail Town Council.ഀ ATTACHMENT A: RFP for a financial critiqueഀ ATTACHMENT B: EPS proposalsഀ ATTACHMENT C: Updated responses to proposals (Also refer toഀ TOV web site at www.vailgov.com)ഀ F:\cdev\COU NCI L\ME MOS\06\Lionshead Parking Structure Council Memo 120506.docഀ O Oഀ Town of Vailഀ Request for Proposalsഀ A financial critique and analysis of two proposals to redevelop the existingഀ Lionshead parking structure in Vail, Colorado, as a mixed use developmentഀ providing over 1150 public parking spacesഀ December 6, 2006ഀ 1. BACKGROUNDഀ In May 2006, the Town of Vail issued a request for proposals for qualifiedഀ development teams to propose a mixed-use plan for redevelopment of the Townഀ of Vail owned Lionshead parking structure. The Town of Vail owns and operatesഀ an 1150 space parking structure and an unimproved charter bus parking lotഀ located at 395 South Frontage Road in Vail, Colorado. This site is 6.6 acres inഀ size and is located in the Lionshead Redevelopment Master Plan Area which isഀ one of two pedestrian-oriented retail areas in Vail. In addition, this site isഀ included in the Lionshead Urban Renewal Area.ഀ Lionshead is currently experiencing a major redevelopment with the newഀ Arrabelle mixed-use project as well as redevelopment of several surroundingഀ condominium projects. Lionshead is at the heart of Vail's $1 billion renewal.ഀ In the last year, private developers have approached the Town of Vail andഀ proposed redevelopment of the Lionshead parking structure to accommodateഀ both public and private uses. To ensure a fair and equitable process, the Townഀ issued a "Request for Proposals" to solicit development proposals which meetഀ the project goals of the Town for this site.ഀ In September of this year two developers, East West Partners and Openഀ Hospitality Parnters/Hillwood submitted proposals to the attached RFP. Thisഀ Request for Proposals seeks a qualified financial analyst to critique and analyzeഀ the two development proposals.ഀ 2. PROJECT GOALS:ഀ The attached RFP for the development of the project includes the overall goals ofഀ the project. The following are project goals for a financial critique of the twoഀ proposals:ഀ A. Review the financial capability of the two developers to determine if they haveഀ the financial capability to complete their respective proposals.ഀ B. Evaluate the proposed financing structure to determine its overall ability to beഀ financed.ഀ C. Critique and evaluate, using independent verification, the feasibility of theഀ public benefits that are being proposed.ഀ D. Provide a side by side comparison of the financial benefits of each teamsഀ public benefit.ഀ r~ft_lഀ 0ഀ E. Identify other opportunities to further maximize the public benefit eitherഀ through alternative financing or through other mechanisms to eliminate risk toഀ the Town in executing this public private partnership.ഀ 3. PROJECT REPORTഀ A. Submit a confidential written report regarding your findings to Town Councilഀ addressing each of the Project Goals on February 1, 2007.ഀ B. Provide an oral summary of the findings to Town Council on February 6,ഀ 2007.ഀ 3. MINIMUM QUALIFICATION TO SUBMIT A PROPOSALഀ The Town is accepting proposals to perform a financial critique and analysis ofഀ the two developers proposing to redevelop the Lionshead Parking Structure. Aഀ "Respondent" to this RFP must satisfy the following conditions (the "Qualificationഀ Conditions"):ഀ • The Respondent (by itself or together with its affiliates) must have first-classഀ experience and expertise in developing and analyzing the financial feasibilityഀ of public/private projects.ഀ • Have a proven ability to analyze and critique the financing for a large multi-ഀ million public-private deal in the market place.ഀ 4. SUBMITTAL REQUIREMENTSഀ Please submit in writing the following:ഀ A. Statement of Qualification:ഀ Provide a statement of qualification that describes the team to be involved inഀ the financial analysis. This statement should include similar projects andഀ references from those same projects. Other specific information shall include:ഀ 1) Identify the specific individuals and their qualifications that will beഀ involved in this project;ഀ 2) Highlight strengths of team;ഀ 3) Describe team's expertise as it pertains to the delivery of a financialഀ analysis.ഀ 4) Provide a list of previous projects which are similar to the scope ofഀ service requested in this RFP and references for those projects.ഀ B. Cost Estimate for a financial analysis and critique of each proposal.ഀ This cost estimate should include the following scope of work:ഀ A. Review the financial capability of the two developers to determine if theyഀ have the financial capability to complete their respective proposals.ഀ B. Evaluate the proposed financing structure to determine its overall abilityഀ to be financed.ഀ 0ഀ All correspondence and questions should be directed to:ഀ C. Evaluate the financial guarantee that is being offered to ensureഀ completion of the project on time.ഀ D. Critique and evaluate, using independent verification, the feasibility of theഀ public benefits that are being proposed.ഀ E. Provide a side by side comparison of the financial benefits of each team'sഀ public benefit.ഀ F. Identify any direct or indirect financial risks to the Town of Vail poised byഀ either proposal.ഀ G. Identify other opportunities to further maximize the public benefit eitherഀ through alternative financing or through other mechanisms to eliminateഀ risk to the Town in executing this public private partnership.ഀ The selected financial consultant will be provided the proposals submitted byഀ both teams and a preliminary financial comparison of both teams prepared byഀ Town staff. All respondents shall provide 5 copies of their qualifications and costഀ proposal by 5:00 p.m. on December 29, 2006. The proposals shall include theഀ cost, methodology, and time frame to complete the above mentioned tasks alongഀ with a date for final delivery.ഀ Fഀ Russell Forrestഀ Directorഀ Community Development Departmentഀ 75 Frontage Rdഀ Vail, CO 81657ഀ 970-479-2146ഀ Email: rforrest@vailgov.comഀ 5.ഀ SCHEDULE:ഀ RFP Issuedഀ Proposal submittal due by 5:00 p.m. on:ഀ Candidate Selectionഀ Desired Time for Reportഀ December 6, 2006ഀ December 29th, 2006ഀ January 5, 2006ഀ February 1, 2006ഀ 6.ഀ Dates are subject to change. Active candidates will be notified via email or inഀ writing of any date or time changes.ഀ GENERAL CONDITIONSഀ Limitations and Award: This RFP does not commit the Town of Vail to award orഀ contract, nor to pay any costs incurred in the preparation and submission ofഀ qualifications in anticipation of a contract. The Town of Vail reserves the right toഀ accept or reject all or any submittal received as a result of this request, toഀ negotiate with all qualified sources, or to cancel all or part of the RFP. After aഀ priority listing of the final firms is established, the Town of Vail will negotiate aഀ contract with the first priority firm. If negotiations cannot be successfullyഀ completed with the first priority firm, negotiations will be formally terminated andഀ will be initiated with the second most qualified firm and, likewise, with theഀ remaining firms.ഀ 10ഀ Qഀ Selection: Initial evaluation will be based upon the qualifications of the applicant.ഀ The Town of Vail reserves the right to not interview, and to make final consultantഀ selection based upon the qualification statements and cost estimate.ഀ Equal Employment Opportunity: The selected consultant will not discriminateഀ against any employee or applicant for employment because of race, color,ഀ religion, sex, or national origin.ഀ F: \cdev\R U SS\P roj ects\Lio ns head Parking RFP\RFPs\FinancialRFP.docഀ F: \cd ev\RU SS\Projects\Lio n s head Parking RFP\RFPs\FinancialRFP.docഀ 11ഀ e 0ഀ MEMORANDUMഀ TO: Town Councilഀ FROM: Community Development Departmentഀ DATE: January 16, 2007ഀ SUBJECT: Lionshead Parking Structure Request for Proposalsഀ Staff: Stan Zemler and Russ Forrestഀ PURPOSEഀ The purpose of the evening meeting with the Vail Town Council (Council) is to:ഀ • Request budget authorization for $35,000 to perform a financialഀ critique on the two development proposals for the Lionshead Parkingഀ Structure and to authorize staff to engage Economic Planningഀ Systems to complete that critique.ഀ II. BACKGROUNDഀ A. Goalsഀ The Town of Vail (Town) owns and operates an 1,150 space parking structureഀ and an unimproved charter bus parking lot, located at 395 South Frontage Roadഀ in Vail, Colorado (See Section 7 of RFP). This site is 6.3 acres in size and isഀ located in the Lionshead Redevelopment Master Plan area, one of twoഀ pedestrian retail areas in Vail. In addition, this site is included in the Lionsheadഀ Urban Renewal area.ഀ A draft master plan for the parking structure was completed during the process ofഀ considering a conference center; the Town identified at that time, the followingഀ needs for the site:ഀ • The existing parking structure needs both capital and operationalഀ improvements to maintain its effectiveness in the future,ഀ • The Town currently needs 400-500 additional public parking spaces toഀ minimize overflow parking on the Frontage Road for 15 days per winterഀ season,ഀ • Redevelopment of the parking structure should include retail developmentഀ on the south side of the parking structure as called for in the Lionsheadഀ Redevelopment Master Plan,ഀ • Pedestrian access needs to be improved between the parking structureഀ and the Lionshead retail area, andഀ • Improve the Lionshead Information Center.ഀ In the last year, private developers have approached the Town of Vail andഀ proposed redevelopment of the site to accommodate both public and privateഀ uses. To ensure a fair and equitable process, the Vail Town Council directedഀ 0ഀ that a "Request for Proposals" be issued to solicit development proposals thatഀ meet the project goals of the Town for this site.ഀ The RFP seeks qualified developers who can develop the Lionshead parkingഀ structure consistent with the project goals of this RFP stated below.ഀ The following are project goals for any developer considering submitting aഀ proposal:ഀ A. Development proposals shall comply with the Lionshead Redevelopmentഀ Master Plan (Seeഀ http://www.vailgov.com/docs/dl forms/lionshead master plan 01 2006.pdf )ഀ and be consistent with Lionshead Mixed Use 1 Zoning (Seeഀ http://www.sterlingcodifiers.com/CO/VaiI/ for Title 12 in the Vail Town Code).ഀ B. Development proposals consistent with the Lionshead Redevelopmentഀ Master Plan and the Lionshead Mixed Use 1 Zone District shall help pay forഀ the public improvements. A strong preference is given to uses that generateഀ "hot beds" such as accommodation units (hotels) and Employee Housingഀ Units. Parking generated by private development shall be provided and paidഀ for by the developer.ഀ C. Meeting/event/conference facilities accessory to hotel and lodging uses.ഀ D. The Town anticipates extensive improvements to the Lionshead parkingഀ structure in the near future. Creation of a new public parking structure, paidഀ for through the redevelopment of the site, should include a minimum of 1150ഀ public parking spaces that would improve the operational performance of theഀ structure compared to current operation (See 2005 Walker Parking Study inഀ Attachment B). The Town is assuming that it would continue to own andഀ operate public parking in Lionshead.ഀ E. Creation of new public parking in excess of the 1,150 existing spaces on theഀ site based on circulation viability.ഀ F. Creation of a new Lionshead information center with public restrooms.ഀ G. Redevelopment of the Lionshead Annex with consideration given to theഀ relocation of a Youth Recreation Center and the Colorado Mental Healthഀ offices.ഀ H. Improvement of the pedestrian, transit, and vehicular circulation between theഀ parking structure and the Lionshead retail mall.ഀ 1. Provide loading and delivery for uses created on-site which can also be usedഀ by adjacent Lionshead retail uses.ഀ J. Improve hotel shuttle bus circulation which currently drops guests at theഀ southwest corner of the Lionshead parking structure. The Town is interestedഀ in siting a Lionshead transit facility to accommodate 5 buses for regional busഀ traffic. The parking structure area is one of the locations under considerationഀ for that use (See Draft Master Plan for Parking Structure).ഀ K. Creation of a retail connection along the south side of the project site that isഀ consistent with the Lionshead Redevelopment Master Plan.ഀ L. Frontage Road improvements consistent with the Lionshead Redevelopmentഀ Master Plan and acceptable to the Colorado Department of Transportation.ഀ M. Other public amenities that would augment the vitality and economic impactഀ of the development.ഀ N. Use of the U.S. Green Building Council's LEED Green Building Ratingഀ System, or a comparable alternative, to guide project design.ഀ Attachment A includes the Executive Summary for Both Teams. It should beഀ noted that proposed schedule changes are proposed below.ഀ © oഀ B. Projected Costs for Maintaining the Lionshead parking structure and otherഀ associated improvementsഀ The Lionshead parking structure was built in 1980 and is projected to have 25ഀ years more of life before major reconstruction is required. However, significantഀ capital investments will be required to reach the 25 years. Necessaryഀ improvements to the Lionshead parking structure can be placed in the followingഀ categories:ഀ Structural/Capital Maintenance:ഀ • Repair all the stairs and stairways: $350,000 due next couple of yearsഀ • Ongoing expansion joint work: $50,000/yr *ഀ • Top deck slab: re-topping within the next eight years: $2,500,000ഀ • Salt penetration repairs: $150,000 due next couple of yearsഀ • Water infiltration repairs: $250,000 within 5 yearsഀ • Painting/lighting/system maintenance: $150,000/yrഀ • Parking equipment replacement: now $300,000, also every 5-7 years,ഀ will request for 2007ഀ Operational: The current structure does not function well as designed:ഀ • Install pay on foot stations: $200,000ഀ • Provide another exit to East Lionshead Circle: $750,000ഀ • Convert the garage to one-way circulation and lose 100 spots: cost toഀ replace the 100 spots: $3,500,000ഀ • Roadway improvements for better ingress/egress: $3,000,000ഀ Code/regulatory: Required improvements to meet current codes will beഀ required with any enhancement or remodel.ഀ • Elevator to meet ADA: $400,000 a pieceഀ • Sprinkler and detection systems: $1,000,000ഀ • Increase ventilation on certain levels: $350,000ഀ • Egress and proper emergency access issues: $150,000ഀ Enhancements: Keeping up with the customer expectations, matching the newഀ neighborhood and keeping the Vail experience.ഀ • Bathrooms: $500,000ഀ • Information booth: $900,000ഀ • Auxiliary building: $1,700,000ഀ • Heated entry stairs: $1,000,000 verses $300,000ഀ • Elevators: See aboveഀ • Streetscape: $1,000,000ഀ • New heated streetscape entry/bus plaza: $3,000,000ഀ Expansion: We have stated the need to expand the supply by 400 spaces.ഀ • 400 new spaces: $12,000,000ഀ Currently, some of the structural and capital maintenance issues are budgetedഀ over the next 5 years Operational issues are not budgeted except theഀ possibility of roadway improvements using Tax Increment Financing (TIF) funds.ഀ Enhancements are not budgeted except to use TIF funds for streetscape andഀ entry plaza.ഀ nഀ The conference center, if approved, would have addressed all these issues withഀ the exception of the topping slab, one-way circulation, the information booth andഀ expanded capacity by only 250 spaces verses 400 spaces. The revised capitalഀ budgets for 2007-2010 will need to reflect increased costs to take care of theഀ shortcomings.ഀ C. Criteria for a Final Selectionഀ On September 5, 2006 the Council approved the following criteria (which isഀ based on the original goals of the RFP).ഀ Reaulatorv Criteriaഀ • Compliance with Lionshead Mixed Use Zoning,ഀ • Conformance to design guidelines in the Lionshead Redevelopmentഀ Master Plan,ഀ • Compliance with affordable housing policy.ഀ Circulation and Parkingഀ • Replacement of existing parking without affecting parking availabilityഀ in the ski season,ഀ • Mitigation of lost parking during the construction of the parking facility,ഀ • Number of additional public parking spaces (beyond 1,150 spaces)ഀ provided upon completion of construction,ഀ • Provide for loading and delivery for the site and surrounding area,ഀ • Provide for mass transit access to the Lionshead area,ഀ • Enhance circulation for pedestrians and vehicles,ഀ • Provide necessary improvements to Frontage Road in complianceഀ with CDOT standards.ഀ Usesഀ • Number of "live beds" and degree to which they provide diversity toഀ the Vail bed base,ഀ • Provide retail opportunities on East Lionshead Circle whichഀ complement existing retail areas,ഀ • Provide public amenities: recreation, entertainment, event/meetingഀ facilities proposed on the site,ഀ • Provide a new Lionshead information center,ഀ • Consideration of the relocation for the Youth Recreation Center,ഀ Colorado Mental Health, and other tenant uses.ഀ Financial Considerationsഀ • Financial return to the Town through lease payments, air rightsഀ purchase or other payments,ഀ • Town's financial commitment for construction and maintenance ofഀ public improvements,ഀ • Financial viability of the project,ഀ • Financial capability of the developer to construct and operate theഀ project,ഀ • Financial guarantees for timely completion.ഀ 4ഀ Environmental/Carrying Capacityഀ • Overall environmental sensitivity and ability to achieve an establishedഀ environmental certification for the design and construction of theഀ facility,ഀ • Overall innovation and creativity.ഀ Legalഀ Ownership structure for the parking facilities and privateഀ improvements,ഀ Contractual arrangements necessary for joint ownership andഀ operation of public amenities,ഀ Assurance of completion and operational commitments.ഀ Staff and consultants will review the proposals and make a recommendationഀ to Council regarding the extent to which each proposal meets the criteria.ഀ The Council will make a final decision in its sole judgment as to whichഀ proposal is in the best interests of the Town. The Council will reserve theഀ right to reject all proposals.ഀ III. ACTION REQUESTED FROM COUNCILഀ A. Scope of Service for a Financial Critique/Analysis of the twoഀ development proposalsഀ On November 21, 2006, the Council received input from the public andഀ requested the proposals be reviewed and critiqued by a financial expert whoഀ could review the viability of the proposals, the proposed public benefits andഀ risks of each proposal. To ensure that a final product meets with theഀ Council's goals for this review, staff prepared a request for proposals with aഀ scope of services (see attachment A). Staff used the Urban Land Instituteഀ database which includes most of the top investment bankers, financialഀ consultants, and developers to create a mailing list for the RFP. Staffഀ received three proposals from this RFP from:ഀ Economic Research Associatesഀ Economic & Planning Systems, andഀ HVSഀ After meeting with the designated Council members for the RFP it is staffsഀ recommendation to engage Economic & Planning Systems (EPS) for thisഀ task. The rational for recommending EPS includes:ഀ 1. Qualifications: EPS brought three skill sets together for the projectഀ including:ഀ a. Ability to analyze the value of the public benefits and costs andഀ provide consultations on financial tools and guarantees toഀ ensure the Town receives the best possible, yet fair, deal fromഀ a chosen developer. EPS specializes in providingഀ consultation on public private deals and has done many suchഀ projects in the past.ഀ A oഀ b. EPS has engaged a real estate attorney/developer (Jimഀ Mulligan to evaluate the deal and the financing behind it. Heഀ has worked on developing the financing and the developmentഀ agreement in many large developments. The Vail Housingഀ Authority (Housing Authority) has worked with him on Middleഀ Creek. Although expensive, he was effective in developing aഀ very beneficial development agreement for the Housingഀ Authority and the Town. His time and cost will be capped inഀ this scope of service.ഀ c. EPS has three options for a consultant that specializes inഀ market demand for hotel brands. EPS is in the process, atഀ staff request, of ensuring that they would not have a conflict orഀ an active business interest with either of the developmentഀ companies. Each of these resources have significantഀ experience in evaluating the market demand and impact ofഀ different hotel brands.ഀ 2. Competitive Price: EPS `s cost for this scope will not exceedഀ $35,000. HVS was also at $35,000 and ERA was at $50,000.ഀ 3. Conflict of Interest: HVS may have a conflict of interest in that theyഀ worked on the OPN proposal out of their Dallas office. East West hasഀ expressed concern about a conflict with HVS. The other twoഀ developers have no known conflicts.ഀ Staff is requesting that the Council make a motion to engage EPSഀ and to authorize $35,000 for the completion of the scope of workഀ outlined in Attachment A.ഀ IV.ഀ SCHEDULE OF PROPOSED NEXT STEPSഀ The following is a series of next steps with several opportunities for publicഀ input and involvement.ഀ January 5, 2007 Development teams will respond by this date toഀ final questions from the Council and staff.ഀ Questions for example (but not limited to theഀ following) include:ഀ 1. Identifying where off-site employee housingഀ would be located.ഀ 2. Providing documentation on how dwelling unitsഀ or dwelling unit lock-offs would be managed inഀ a rental pool.ഀ 3. Providing information on how completion ofഀ construction of public parking would beഀ guaranteed on-time and then how completion ofഀ the overall project would be guaranteed.ഀ 4. Providing additional documentation on how anyഀ financial subsidy required for the civic centerഀ use would be addressed by the developer.ഀ ഀ 5. Any additional ideas to address the commentsഀ from the Council and the public.ഀ No additional information will be accepted by theഀ developers after this date unless specificallyഀ required by the financial analyst chosen by theഀ Town to critique the two proposal.ഀ February 6, 2007 Preliminary draft of 2nd appraisal is completeഀ February 20, 2007 Presentation of appraisals, financial analysis, andഀ staff recommendation to the Vail Town Council.ഀ ATTACHMENT A: RFP for a financial critiqueഀ ATTACHMENT B: EPS proposalsഀ ATTACHMENT C: Updated responses to proposals (Also refer toഀ TOV web site at www.vailgov.com)ഀ F:\cdev\COU NC I L\ME MOS\06\Lionshead Parking Structure Council Memo 120506.docഀ pഀ Town of Vailഀ Request for Proposalsഀ A financial critique and analysis of two proposals to redevelop the existingഀ Lionshead parking structure in Vail, Colorado, as a mixed use developmentഀ providing over 1150 public parking spacesഀ December 6, 2006ഀ 1. BACKGROUNDഀ In May 2006, the Town of Vail issued a request for proposals for qualifiedഀ development teams to propose a mixed-use plan for redevelopment of the Townഀ of Vail owned Lionshead parking structure. The Town of Vail owns and operatesഀ an 1150 space parking structure and an unimproved charter bus parking lotഀ located at 395 South Frontage Road in Vail, Colorado. This site is 6.6 acres inഀ size and is located in the Lionshead Redevelopment Master Plan Area which isഀ one of two pedestrian-oriented retail areas in Vail. In addition, this site isഀ included in the Lionshead Urban Renewal Area.ഀ Lionshead is currently experiencing a major redevelopment with the newഀ Arrabelle mixed-use project as well as redevelopment of several surroundingഀ condominium projects. Lionshead is at the heart of Vail's $1 billion renewal.ഀ In the last year, private developers have approached the Town of Vail andഀ proposed redevelopment of the Lionshead parking structure to accommodateഀ both public and private uses. To ensure a fair and equitable process, the Townഀ issued a "Request for Proposals" to solicit development proposals which meetഀ the project goals of the Town for this site.ഀ In September of this year two developers, East West Partners and Openഀ Hospitality Parnters/Hillwood submitted proposals to the attached RFP. Thisഀ Request for Proposals seeks a qualified financial analyst to critique and analyzeഀ the two development proposals.ഀ 2. PROJECT GOALS:ഀ The attached RFP for the development of the project includes the overall goals ofഀ the project. The following are project goals for a financial critique of the twoഀ proposals:ഀ A. Review the financial capability of the two developers to determine if they haveഀ the financial capability to complete their respective proposals.ഀ B. Evaluate the proposed financing structure to determine its overall ability to beഀ financed.ഀ C. Critique and evaluate, using independent verification, the feasibility of theഀ public benefits that are being proposed.ഀ D. Provide a side by side comparison of the financial benefits of each teamsഀ public benefit.ഀ AdftLഀ Xഀ E. Identify other opportunities to further maximize the public benefit eitherഀ through alternative financing or through other mechanisms to eliminate risk toഀ the Town in executing this public private partnership.ഀ 3. PROJECT REPORTഀ A. Submit a confidential written report regarding your findings to Town Councilഀ addressing each of the Project Goals on February 1, 2007.ഀ B. Provide an oral summary of the findings to Town Council on February 6,ഀ 2007.ഀ 3. MINIMUM QUALIFICATION TO SUBMIT A PROPOSALഀ The Town is accepting proposals to perform a financial critique and analysis ofഀ the two developers proposing to redevelop the Lionshead Parking Structure. Aഀ "Respondent" to this RFP must satisfy the following conditions (the "Qualificationഀ Conditions"):ഀ • The Respondent (by itself or together with its affiliates) must have first-classഀ experience and expertise in developing and analyzing the financial feasibilityഀ of public/private projects.ഀ • Have a proven ability to analyze and critique the financing for a large multi-ഀ million public-private deal in the market place.ഀ 4. SUBMITTAL REQUIREMENTSഀ Please submit in writing the following:ഀ A. Statement of Qualification:ഀ Provide a statement of qualification that describes the team to be involved inഀ the financial analysis. This statement should include similar projects andഀ references from those same projects. Other specific information shall include:ഀ 1) Identify the specific individuals and their qualifications that will beഀ involved in this project;ഀ 2) Highlight strengths of team;ഀ 3) Describe team's expertise as it pertains to the delivery of a financialഀ analysis.ഀ 4) Provide a list of previous projects which are similar to the scope ofഀ service requested in this RFP and references for those projects.ഀ B. Cost Estimate for a financial analysis and critique of each proposal.ഀ This cost estimate should include the following scope of work:ഀ A. Review the financial capability of the two developers to determine if theyഀ have the financial capability to complete their respective proposals.ഀ B. Evaluate the proposed financing structure to determine its overall abilityഀ to be financed.ഀ Wഀ All correspondence and questions should be directed to:ഀ C. Evaluate the financial guarantee that is being offered to ensureഀ completion of the project on time.ഀ D. Critique and evaluate, using independent verification, the feasibility of theഀ public benefits that are being proposed.ഀ E. Provide a side by side comparison of the financial benefits of each team'sഀ public benefit.ഀ F. Identify any direct or indirect financial risks to the Town of Vail poised byഀ either proposal.ഀ G. Identify other opportunities to further maximize the public benefit eitherഀ through alternative financing or through other mechanisms to eliminateഀ risk to the Town in executing this public private partnership.ഀ The selected financial consultant will be provided the proposals submitted byഀ both teams and a preliminary financial comparison of both teams prepared byഀ Town staff. All respondents shall provide 5 copies of their qualifications and costഀ proposal by 5:00 p.m. on December 29, 2006. The proposals shall include theഀ cost, methodology, and time frame to complete the above mentioned tasks alongഀ with a date for final delivery.ഀ Russell Forrestഀ Directorഀ Community Development Departmentഀ 75 Frontage Rdഀ Vail, CO 81657ഀ 970-479-2146ഀ Email: rforrest@vailgov.comഀ 5.ഀ SCHEDULE:ഀ RFP Issuedഀ Proposal submittal due by 5:00 p.m. on:ഀ Candidate Selectionഀ Desired Time for Reportഀ December 6, 2006ഀ December 29th, 2006ഀ January 5, 2006ഀ February 1, 2006ഀ 6.ഀ Dates are subject to change. Active candidates will be notified via email or inഀ writing of any date or time changes.ഀ GENERAL CONDITIONSഀ Limitations and Award: This RFP does not commit the Town of Vail to award orഀ contract, nor to pay any costs incurred in the preparation and submission ofഀ qualifications in anticipation of a contract. The Town of Vail reserves the right toഀ accept or reject all or any submittal received as a result of this request, toഀ negotiate with all qualified sources, or to cancel all or part of the RFP. After aഀ priority listing of the final firms is established, the Town of Vail will negotiate aഀ contract with the first priority firm. If negotiations cannot be successfullyഀ completed with the first priority firm, negotiations will be formally terminated andഀ will be initiated with the second most qualified firm and, likewise, with theഀ remaining firms.ഀ 10ഀ re-!ഀ Oഀ Selection: Initial evaluation will be based upon the qualifications of the applicant.ഀ The Town of Vail reserves the right to not interview, and to make final consultantഀ selection based upon the qualification statements and cost estimate.ഀ Equal Employment Opportunity: The selected consultant will not discriminateഀ against any employee or applicant for employment because of race, color,ഀ religion, sex, or national origin.ഀ F:\cdev\RUSS\Projects\Lionshead Parking RFP\RFPs\FinancialRFP.docഀ F:\cdev\RUSS\Projects\Lionshead Parking RFP\RFPs\FinancialRFP.docഀ IIഀ .,dachmenlഀ PROPOSALഀ TOWN OF VAIL LIONSHEAD EVALUATIONഀ Prepared for:ഀ Town of Vailഀ Prepared by:ഀ Economic & Planning Systems, Inc.ഀ December 29, 2006ഀ EPS #16896ഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Econornicsഀ Land Use Policyഀ D E N V E R B E R K E L E Y S A C R A M E N T Oഀ 730 Seventeenth Street, SLHLe 630 phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ Denver, CIO 80202-3511 fax: 303-623-9049 fax: 510-841-9208 fax: 916-649-2070ഀ www.epsys.comഀ L Jഀ Ecoഀ I*ഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ December 29, 2006 Land Use Policyഀ Mr. Russell Forrest, Directorഀ Community Development Departmentഀ Town of Vailഀ 75 Frontage Roadഀ Vail, CO 81657ഀ Subject: Financial Analysis of Redevelopment Proposals; EPS #16896ഀ Dear Russ:ഀ Thank you for inviting Economic & Planning Systems (EPS) to submit a proposal toഀ evaluate the proposals for the redevelopment of the Lionshead parking structure. Weഀ are very interested in working with you and other members of the Vail staff and Townഀ Council to provide an objective analysis of the Town's options. To supplement theഀ analysis, we have asked Jim Mulligan of Fairfield and Woods to join our team. Thisഀ proposal provides an overview of the team members, our approach, the scope of work,ഀ and budget for the study. In addition, we have included a set of qualificationsഀ describing previous projects relevant to proposal evaluation and developer selection.ഀ EPS is a full-service real estate economics consulting firm with over 50 professional staffഀ in our Berkeley, Sacramento, and Denver offices. Founded in 1983, the firm has a broad-ഀ based practice in the economics and financial feasibility of real estate projects, includingഀ market analysis, financial feasibility, and public financing. Each of the three Managingഀ Principals has over twenty-five years of experience in the field. The firm has workedഀ successfully with a wide range of public and private sector clients and has established aഀ reputation for both creativity and rigor in resolving complex real estate developmentഀ issues. Jim Mulligan is the Director of Fairfield and Woods, a Denver-based law firm.ഀ The firm is frequently retained to evaluate the capability of developers to executeഀ complex, mixed use developments involving private and public financing and capitalഀ formation.ഀ EPS will be the prime consultant and provide project management and coordination.ഀ Dan Guimond, principal and manager of the Denver office, will be the Principal-in-ഀ Charge for the project. Dan has over 25 years experience with a focus on redevelopmentഀ projects and public financing strategies. James Musbach, Managing Principal, will be aഀ senior advisor addressing public and private financing feasibility. Andy Knudtsen willഀ be the project manager. Andy has completed numerous market, feasibility, andഀ financing studies including projects in other high cost mountain community and resortഀ settings. His work includes developing strategies to identify and close gaps using publicഀ financing tools.ഀ D E N V E R B E R K E L E Y S A C R A M E N T Oഀ 730 Seventeenth Street, Suite 630 phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ Denver, CO 80202-3511 fax: 303-623-9049 fax: 510-841-9208 fax: 916-649-2070ഀ www.cpsys.coniഀ ഀ Mr. Russell Forrestഀ Decefuber 28, 2006ഀ Page 2ഀ Following this letter is our proposed scope of services, budget, schedule, andഀ qualifications for both firms. Please view this proposal as a starting point for discussion.ഀ We look forward to the opportunity to work with you on this project and are willing toഀ modify the project scope and level of effort to meet your needs.ഀ Sincerely,ഀ ECONOMIC & PLANNING SYSTEMS, INC.ഀ Daniel R. Guimondഀ Principalഀ Oഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ PROPOSALഀ Hഀ 4ഀ PROPOSALഀ PROJECT APPROACHഀ The Town of Vail is in the process of selecting a team to redevelop the Lionsheadഀ parking structure and create a multi-use facility with extensive public benefit. At thisഀ time, the Town is considering proposals from two teams, East West Partners and Openഀ Hospitality Partners/Hillwood. The Town Council will use a number of factors to selectഀ the superior project and recognizes that the financial terms and capabilities of eachഀ proposer will be a critical element in the evaluation.ഀ The Economic & Planning Systems (EPS) team is highly qualified to assist the Townഀ with this effort. As a land economics firm, EPS has prepared real estate market andഀ feasibility analysis for a diversity of real estate development projects. We provide aഀ realistic assessment of project feasibility, testing a range of assumptions such as projectഀ financing, partnership options, disposition strategies, and measures of financial return.ഀ EPS provides market and feasibility information for a wide variety of applications. Inഀ addition to private sector clients, EPS frequently contracts with public sector entities,ഀ such as the Town of Vail, to structure public-private partnerships, which includeഀ feasibility and financing strategies.ഀ James M. Mulligan's practice emphasizes virtually all aspects of commercial andഀ residential real estate, including urban, resort and mixed use developments. He hasഀ represented public and private entities in the structuring of tax-exempt and taxableഀ bond issues for large scale real estate developments. He is skilled in the formation andഀ evaluation of traditional and non-traditional private financing, special district financing,ഀ tax increment financing, parking structure financing and other public, private andഀ public-private financing structures. He brings an understanding of the relationshipഀ between fee title, leasehold estates and combinations thereof in order to allow for theഀ targeted utilization of financing to the respective uses and ownerships.ഀ In addition to national expertise, both EPS and Fairfield and Woods provide a localഀ knowledge of the Town of Vail. Both firms have worked with the Town staff on recentഀ projects (Timber Ridge and Middle Creek) and have an excellent understanding of theഀ local context.ഀ I*ഀ 4' PROPOSALഀ SCOPE OF WORKഀ The Scope of Work below delineates the specific tasks to be completed to provide the Townഀ with a thorough understanding of the financial terms and conditions, levels of risk, andഀ community benefits of each proposal. The scope of work reflects the breadth of expertiseഀ of EPS as well as Fairfield and Woods regarding real estate development, feasibilityഀ analysis, public and private financing structures, as well as our collective knowledge ofഀ successful public-private real estate development from experience with communitiesഀ throughout the United States.ഀ TASK 1: PROJECT INITIATIONഀ The EPS team will begin the study with a project start-up meeting with Town staff toഀ review the work program and define the deliverables. We will also use the opportunityഀ to gain an understanding of the background for the selection process and any specificഀ issues related to the two proposals that warrant additional consideration.ഀ TASK 2: DEVELOPMENT PROGRAMഀ EPS will summarize the development program for each proposal and quantify the usesഀ and elements within each, such as the scale of commercial uses, number and type ofഀ dwelling units, size of conference and hotel facilities, extent of areas dedicated forഀ transportation uses, etc. The project summaries will include information concerning theഀ amount of development by use, which drive cost and revenue assumptions. Using thisഀ information, the consultant team will be able to compare assumptions regarding costsഀ and revenues and identify any aggressive assumptions that expose the project toഀ unnecessary risk.ഀ TASK 3 EVALUATION OF PROJECT PERFORMANCEഀ EPS will construct a pro forma for each proposal that identifies each element within theഀ project and the associated costs and revenues. The pro forma will be partitioned toഀ enable the Town to understand the financial performance of each element. It is likelyഀ that some elements will require subsidies while others will generate net revenues. Theഀ pro forma will identify the magnitude of subsidy or revenue for each and summarizedഀ to help the Town understand the financial differences of the proposals.ഀ The pro forma will also be used to measure the rate of return for each project usingഀ standard financial measures of return including cash flow, internal rate of return (IRR),ഀ and net present value (NPV). EPS will evaluate the rates of return and compare them toഀ an industry standard for public private partnerships; based on the extensive work EPSഀ has completed addressing this issue.ഀ I*ഀ 001, 1 _ .,,ti of Vail Lionshead Evaluationഀ Proposalഀ December 29, 2006ഀ EPS will summarize the results of these analyses in a side-by-side comparison toഀ illustrate the financial differences between proposals. More importantly, EPS willഀ address the significance of the differences to help the Town develop focus and clarity asഀ it weighs a number of factors in its final selection.ഀ TASK 4: EVALUATION OF PUBLIC BENEFITSഀ The Town is highly interested in the level of investment in public benefit provided byഀ each proposal. Building on the work completed in Task 2, EPS will ensure that eachഀ element within the overall program that could be considered a public benefit isഀ identified and quantified to the extent possible.ഀ Two critical issues that will impact the final decision is the extent of public benefit asഀ well as the degree of risk associated with each. EPS will evaluate the proceeds needed toഀ construct the public improvements and the assumptions used by the two finalists toഀ derive the necessary revenue. The factors EPS will isolate include value of public benefitഀ and the likelihood that the developer can deliver the public benefit, based on theഀ developer's proposed terms.ഀ Similar to the results from Task 2, EPS will provide a side-by-side summary of eachഀ teams public benefits. In addition to an itemized list documenting the dollar value ofഀ each element within the overall public benefit package, EPS will identify any undue riskഀ associated with a specific benefit, if assumptions used to estimate revenues areഀ unusually optimistic about financing conditions or market trends.ഀ TASK 5: ASSESSMENT OF DEVELOPER'S FINANCIAL CAPABILITYഀ The financial capability of the developers will, in part and in addition to a review ofഀ their balance sheets and relevant experience, be dependant on the financial structureഀ that is employed to capitalize and finance the proposed development, as well as theഀ capital sources, both debt and equity, that are employed, both private and public inഀ character. Accordingly, the following matters or issues together with the identifiedഀ information, will need to be reviewed and understood in order to arrive at a clearഀ understanding of the capability capacity of the respective developers to accomplish theഀ proposed redevelopment. Based on the willingness of each proposer to provide theഀ information required to evaluate their ability, the consultant team will complete theഀ following tasks:ഀ ■ Evaluate the pro forma for the proposed redevelopment, focusing on the sources andഀ uses of capital. The proposers will be required to provide a comprehensive list ofഀ sources and uses, with detailed identification and justification.ഀ ■ The consultant team will interview a contact person within each source who canഀ verify the level of involvement and commitment. The consultant team will confirmഀ that the information gained from the interviews match the respective pro formaഀ amounts for each such source.ഀ 2ഀ 19ഀ 1 _.,rt of Vail Limshead Evaluationഀ Proposalഀ December 29, 2006ഀ ■ The team will specify the extent of public funding anticipated, whether direct grants,ഀ loans or conduit financings, together with respective amounts and scheduledഀ deployment that is matched to the pro forma and source and uses schedules.ഀ ■ The team will review each source of funding (credit enhancement or direct) that isഀ expected to back project completion and other guarantees required to assureഀ completion of the proposed project and protection of TOV's exposure regarding theഀ project.ഀ ■ Detailed and current financial statements must be provided for each proposal whichഀ delineate the expected commitment of capital from the assets described in theഀ financial statements and committed to the project, and justified to the pro forma andഀ the sources and uses schedules provided above.ഀ ■ Based on previous projects of similar scope and complexity identified by eachഀ proposer, the team will interview references of each of the sources of capital (debtഀ and equity) utilized in each of the previous project as identified.ഀ ■ The team will evaluate the proposed scheme of ownership of all elements in theഀ project, both during the development and following its completion, and how each ofഀ those ownerships are to be acquired, transferred and capitalized.ഀ Depending on the specific developer and specific proposal, there may need to be furtherഀ information required in order to properly understand and critique their capability toഀ perform in accordance with their proposal.ഀ TASK 6: CONCLUSIONS AND RECOMMENDATIONSഀ EPS will incorporate the findings from each of the previous tasks into a high levelഀ decision support memorandum with additional technical documents to addressഀ confidentiality issues. The deliverable will consist primarily of tables and charts thatഀ summarize the financial terms associated with each proposal. For the publicഀ presentation EPS will provide a PowerPoint program which can be posted to the Town'sഀ website with the goal of making the financial aspect of the selection more transparent toഀ the community.ഀ A qualitative analysis will be included that will supplement the financial analysis andഀ will address opportunities for the Town to improve its position relative to eachഀ proposal. It is assumed that the Town could modify terms in negotiations that followഀ selection. Specific issues to be addressed include modifications to the financingഀ structure (with an emphasis on public financing tools); ways to minimize risk to theഀ Town; and opportunities to increase the public benefit.ഀ 3ഀ 19ഀ Ow _ _,nt of Vail Liotishead Evaluationഀ Proposalഀ December 29, 2006ഀ BUDGETഀ Given the nature of this project and its relatively short timeframe, EPS and Fairfield andഀ Woods propose to work on a time and materials basis, with an initial upset limit ofഀ $35,000. The expected cost for EPS ranges from $15,000 to $25,000. For Fairfield andഀ Woods, the cost will range from $5,000 to $10,000. Depending on the level of detail andഀ complexity of the material to be provided, the cost could be as low as $20,000, but willഀ not exceed $35,000.ഀ 4ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ Economic &ഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ FIRM EXPERIENCEഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ Hഀ ABOUT ECONOMIC & PLANNING SYSTEMSഀ The Firm Economic & Planning Systems (EPS) is a land economics consultingഀ firm experienced in the full spectrum of services related to realഀ estate development market analysis, public/private partnerships,ഀ and the financing of government services and public infrastructure.ഀ Guiding Principle EPS was founded on the principle that real estate developmentഀ and land use-related public policy should be built upon realisticഀ assessment of market forces and economic trends, feasibleഀ implementation measures, and recognition of public policyഀ objectives, including provisions for required public facilitiesഀ and services.ഀ Areas of Expertise Real Estate Market and Feasibility Analysisഀ • Public Financeഀ • Fiscal Impact Analysisഀ • Economic Impact Analysisഀ • Reuse, Revitalization, and Redevelopmentഀ • Housing Development Feasibility and Policyഀ • Regional Economics and Industry Analysisഀ • Land Use Planning and Growth Managementഀ • Open Space and Resource Conservationഀ • Government Organizationഀ • Transportation Planning and Analysisഀ Clients Served Since 1983, EPS has provided consulting services to hundreds ofഀ public and private sector clients throughout the United States.ഀ Clients include cities, counties, special districts, multi-jurisdictionalഀ authorities, property owners, developers, financial institutions,ഀ and land use attorneys.ഀ Staff Capabilities Each of the firm's three Managing Principals has over twenty-fiveഀ years of professional experience providing a broad range ofഀ economics consulting services. The professional staff includesഀ specialists in public finance, real estate development, land use andഀ transportation planning, government organization, and computerഀ applications. The firm excels in preparing concise analyses thatഀ disclose risks and impacts, support decision making, and provideഀ solutions to real estate development and land use-related issues.ഀ Office Locations Denver, Colorado and Berkeley and Sacramento, Californiaഀ EPS Web Site www.epsys.comഀ Hഀ REAL ESTATE MARKET AND FEASIBILITY ANALYSISഀ PROJECT PROFILESഀ Austin Developer Selectionഀ Austin, Texasഀ Robert Mueller Airport was closed in May 1999, with the transfer of airport activities toഀ the former Bergstrom Air Force Base. The Robert Mueller Airport facility is comprisedഀ of 711 acres of land located in Central Austin along I-35, the City's major north-southഀ transportation corridor. The City of Austin has experienced rapid growth in research- andഀ technology-based industry, and has sought the creation of a viable mixed use developmentഀ at the former airport that would provide jobs, housing, and economic activity.ഀ EPS served as the lead economist for a multi-disciplinary team to create a masterഀ development plan for the site, which maximizes site disposition revenue whileഀ accomplishing the community's reuse goals. EPS's roles included market analysis,ഀ financial feasibility analysis, development of a financing strategy, and development ofഀ strategic implementation measures. The airport has become one of Austin's premierഀ development opportunities that promise to bolster the surrounding community andഀ contribute to Austin's economic growth.ഀ EPS assisted the City in conducting a developer solicitation process, including theഀ drafting of a Request for Qualifications and a Request for Business Plan, evaluation ofഀ responses, and facilitation of a selection by a committee appointed by the City Council.ഀ We subsequently assisted in the drafting and negotiation of an Exclusive Negotiationഀ Agreement with the selected developer, Catellus Development Corporation. EPS wasഀ also selected by the City to serve as lead negotiator of the business terms of theഀ disposition agreement.ഀ Port of SF Pier 30/32 Negotiation Supportഀ San Francisco, Californiaഀ The Port of San Francisco was seeking to develop a major mixed use project, anchoredഀ by an international passenger cruise ship terminal, on a scenic waterfront site nearഀ downtown San Francisco. The site is located along the waterfront midway between theഀ San Francisco Bay Bridge and the new Giants baseball stadium.ഀ Working for the Port in support of its developer negotiations, EPS evaluated the marketഀ and financial feasibility of proposed development concepts for the Port property,ഀ reviewed the developers' financial proposals, evaluated methods for utilizing publicഀ financing for a portion of the project, recommended negotiating principles and businessഀ terms, and managed the efforts of several subconsultants in various technical specialties.ഀ 1 40ഀ Treasure Island Reuse Plan and Feasibility Analysisഀ San Francisco, Californiaഀ In collaboration with ROMA Design Group and other team members, EPS evaluated theഀ reuse potential of a major military industrial facility on Treasure Island in San Francisco,ഀ California. EPS was responsible for developing a detailed operations and cash flowഀ forecast and feasibility analysis, testing the fiscal implications for the City, andഀ identifying market opportunities for reuse of the 400-acre site.ഀ As follow-up to our effort on the Treasure Island Reuse Plan, the Mayor'sഀ Office/Treasure Island Project required assistance in evaluating a developer proposalഀ for the redevelopment of over 1,000 existing housing units on Treasure Island. EPSഀ analyzed the developer proposal for completeness, accuracy, and reasonableness ofഀ assumptions as well as financial risks and returns to the City and the developer. Basedഀ on this analysis, EPS provided recommendations and ongoing negotiation support to theഀ Mayor's Office.ഀ Alameda Base Reuse Negotiationsഀ Alameda, Californiaഀ The former Naval Air Station (NAS) at Alameda includes over 2,000 buildings and 1,700ഀ acres of land that will become integrated with the City of Alameda. The reuse of thisഀ property is planned to occur through the adaptive reuse of existing assets and newഀ development of residential, research/ development (R&D), office, light industrial, andഀ recreational land uses. At buildout, the Reuse Plan is projected to create 17,100 jobs,ഀ 2,700 dwelling units, and support a population of 6,600.ഀ The City of Alameda retained EPS to provide support to the City in negotiations withഀ the United States Navy to facilitate the transfer of the Alameda Naval Air Station (NAS)ഀ including the Alameda Point Community Partners (APCP) master plan area and theഀ Northwest Territory. EPS was responsible for developing and updating the project proഀ forma that informed ongoing discussions with the Navy. In addition, EPS providedഀ technical and strategic support to the City regarding key economic issues includingഀ market values, absorption rates, phasing, intensification and modification of land uses,ഀ fiscal mitigation, alternative financing mechanisms, public improvements, andഀ infrastructure requirements and costs.ഀ 2ഀ I*ഀ isഀ Isഀ Mesa del Sol Market and Financial Analysisഀ Albuquerque, New Mexicoഀ Mesa del Sol is a planned 9,000 acre project under development by Forest Cityഀ Covington, master developer on a state land parcel in the City of Albuquerque. Theഀ infill development project is planned as a traditional neighborhood development (TND)ഀ by Calthorpe Associates with a potential buildout of 31,500 housing units and 20 millionഀ square feet of nonresidential space over the next 30 years.ഀ EPS was the primary economic consultant on the project planning team responsible forഀ market analysis, development programming and financing, fiscal impact analysis, andഀ economic development strategies. The most significant challenge is determining theഀ public finance approach to build the required infrastructure and facilities to support theഀ new urbanist development. EPS has developed a detailed project financial model toഀ evaluate alternative public financing approaches to be used to negotiate a developmentഀ agreement that addresses the City's "no net expense" requirement under the Plannedഀ Communities Criteria.ഀ Cherokee Gates TOD Market and Feasibility Analysisഀ Denver, Coloradoഀ • The former Gates Rubber Company manufacturing facilities are situated on a 50-acreഀ brownfields redevelopment site located at the convergence of two light rail lines, threeഀ miles south of downtown Denver. The Cherokee Gates property plus the adjacent 15ഀ acre RTD light rail station are planned as a major transit oriented development project.ഀ s The master developer, Cherokee Denver, LLC, engaged EPS to conduct market andഀ financial feasibility studies for the project to determine the most marketableഀ development program and to estimate potential levels of tax increment financingഀ available to the project.ഀ The key issue was to balance the conflicting goals of higher density TOD and regionalഀ retail development to generate the sales tax revenues needed to support the TIF requiredഀ to cover the costs of redevelopment and environmental cleanup. EPS conducted aഀ detailed market study to identify the type of retail uses and specific anchor tenants thatഀ could be attracted to the site. The recommended development program includes 2,500ഀ housing units, 925,000 square feet of retail space, and 800,000 square feet of office space.ഀ A project financial model was developed to refine the overall development program,ഀ quantify financial returns and equity requirements, as well as to quantify the need for,ഀ and level of, the tax increment financing funding available to the project.ഀ 3ഀ 0 0ഀ Downtown Redevelopment Financing Studyഀ Los Alamos, New Mexicoഀ EPS conducted a financial analysis to evaluate redevelopment options for a 15-acreഀ downtown site in this affluent research lab community of 18,000 residents. Theഀ redevelopment site is owned by the County and the School District and contains oldഀ military style warehouse buildings used for administration, maintenance and storageഀ uses. The redevelopment plan proposes the redevelopment of the maintenance andഀ storage uses on a land transfer parcel that the Los Alamos County School District willഀ receive from the Los Alamos National Labs at no cost.ഀ The study tested the financial feasibility of alternative ways to relocate and reconstructഀ the maintenance facilities in order to make the downtown land available for a retailഀ redevelopment project. EPS evaluated a number of financing tools and recommended aഀ financing structure involving the school district, the County, and the Boyer Group, aഀ private developer. The school district would receive lease payments from the County toഀ satisfy their need for ongoing revenues for operations. The County would generate itsഀ lease payments through TIF and a proposed PIF on the new retail project. In addition,ഀ both entities would receive property taxes and gross receipt taxes from the redevelopmentഀ project to help defer a portion of the replacement facility construction costs.ഀ 4ഀ Jimഀ FAIRFIELD AND WOODS, P.C.ഀ ATTORNEYS AND COUNSELORS AT LAWഀ Wells Fargo Center, Suite 2400ഀ 1700 Lincoln Streetഀ Denver, Colorado 80203-4524ഀ Telephone: (303) 830-2400ഀ Facsimile: (303) 830-1033ഀ www.fwlaw.comഀ Fairfield and Woods, P.C. (the "Firm") is a Denver-based commercial law firm that has represented private,ഀ non-profit and public sector clients in Denver and throughout the Rocky Mountain Region since 1934. Sinceഀ inception, its core competency has been real estate. Over the years the firm has grown, continuing its real estateഀ focus and adding expertise in most all aspects of commercial law, including private and public financing, capitalഀ formation, corporate, employment, tax, commercial contracts, restructures and work-outs, litigation, and allഀ aspects of the formation and the operation of businesses, both private and public.ഀ With real estate as its core, the Firm has experience and expertise in all forms of real estate ownership andഀ ventures (public, private and public/private), whether regarding raw or improved land or buildings. The Firm isഀ also well versed with regard to related property rights that may be fee simple interests, easements, licenses,ഀ rights-of-way, deed restrictions, ground or improved leaseholds, common interest community regimes, or otherഀ severed or joint rights below, at or above the surface of the real property.ഀ The attorneys and paraprofessionals at the Firm provide a full range of legal and paralegal expertise regardingഀ the acquisition, land use, entitlement, development (both infrastructure and vertical improvements), finance,ഀ construction, management, marketing, operation and disposition of all forms and uses of real property. Theഀ Firm's attorneys have represented, and continue to represent, public and private owners, developers, investors,ഀ lenders and joint venture partners in these activities.ഀ In the public arena, the Firm's attorneys have structured, negotiated, drafted and implementedഀ Intergovernmental Agreements ("IGAs") of all kinds, whether as loose consortium & planning IGAs or asഀ separate entity IGAs under state law. All forms of special districts and related public improvement entities haveഀ been formed, and are represented, by the Firm, along with related public financing tools and credit facilities. Inഀ addition, the Firm's attorneys have represented public and private entities in both separate and jointഀ developments that include aspects of private and public use, benefit, financing and ownership. The spectrum ofഀ the Firm's work in this area includes: urban renewal areas and plans, with tax increment financing vehicles;ഀ affordable housing programs, projects and financings, including Low Income Housing Tax Credit projects andഀ programs and Inclusionary Housing Ordinance - compliant projects; sale-leaseback projects and certificate ofഀ participation financings; most all forms of public financing projects and related bond issuances; civic and openഀ space projects; New Market Tax Credit mixed-use projects and programs; and public agency buildings andഀ improvements. Additionally, the firm has executed single and mixed-use projects that involve the public andഀ private sectors in the ownership, development, financing (private and public; taxable and tax-exempt) andഀ operation of these types of projects.ഀ Jim Mulligan will be lead counsel for the Firm and team in this effort, with principal legal support within theഀ Firm from Rita Connerly and Jennifer Lufman. Their experience is further described in the included response.ഀ Mr. Mulligan has represented public and private developers in several multi-layered and financed projectsഀ involving public and private ownerships, financings and other interests. Included are brief descriptions ofഀ several relevant projects and programs in which Mr. Mulligan has been involved for the public or privateഀ owner, developer, lender, investor or other party interested in the transaction, project or program. Moreover, hisഀ resume describes his other relevant experience and expertise.ഀ One-Page Finn description (00327106).DOCഀ 10ഀ 0ഀ FAIRFIELD AND WOODS, P.C.ഀ ATTORNEYS AND COUNSELORS AT LAWഀ SAMPLE PROJECTS AND TRANSACTIONSഀ James M. Mulligan, Directorഀ • Vail Housing Authority. Represented Vail Housing Authority as special counselഀ regarding the negotiation and structuring of the Middle Creek Village affordableഀ housing development, including the structuring of the lease and finance aspects ofഀ this complex development venture between the Authority and a private developer.ഀ • Keystone Resort. Represent a development venture between the project developerഀ and Ralston Purina Company, then owner of the Keystone Resort, for theഀ development and sale of several residential projects within the Keystone Resort.ഀ • ITT Sheraton. Regional counsel to this international hotel company in itsഀ development, financing, ownership and management of corporate owned andഀ franchised hotels in the Rocky Mountain Region, including urban, suburban andഀ resort properties.ഀ • Central Platte Valley. As consultant to the City of Denver, was selected to developഀ implementation plan for this urban redevelopment area which set the course for itsഀ current and future development. Conducted extensive research, prepared aഀ public/private financing source book for City and chaired a panel of national expertsഀ to provide structure and direction of the legal, financial and management aspects of aഀ coordinated plan.ഀ Mixed-Use Development. Represents several clients in their current developmentഀ and redevelopment activity in the front range and resort areas of Colorado. Recentഀ developments include: the development of layered financing for retail/residentialഀ mixed-use projects in Summit and Eagle counties; the entitlement and redevelopmentഀ of a school site in downtown Golden into a mixed-use retail/office/residentialഀ development with structured parking; the structuring of the Denver Dry andഀ Mercantile Square redevelopments in downtown Denver; and the acquisition,ഀ development and lease-up of several larger office/retail complexes in the Southഀ Suburban and Boulder corridor markets. Represented a national developer in itsഀ acquisition and development of a major mixed-use property in the heart of lowerഀ downtown Denver, on the 16th Street Mall, and represented the owner of a large tractഀ of land adjacent to Denver International Airport regarding its planning andഀ development.ഀ • Mortgage Lending Practice. As prior legal counsel to Colorado Mortgage Lendersഀ Association, represented this private trade association regarding state and federalഀ industry issues affecting the financing of real estate, related legislation and regulatoryഀ issues.ഀ I*ഀ I*ഀ I*ഀ I*ഀ © Oഀ Tax-Exempt and Taxable Bond Issues. Represented public and private entities inഀ the structuring of tax-exempt and taxable bond issues in connection with theഀ financing of large, mixed-use real estate developments including, in combination withഀ traditional and non-traditional private financing, special district financing, taxഀ increment financing, low income housing, historic and new market tax creditഀ financings, parking structure financing and other public, private and public-privateഀ development and redevelopment efforts. These projects include fee title, leaseholdഀ estates and combinations thereof in order to allow for the targeted utilization ofഀ financing to the respective uses and ownerships.ഀ • Colorado Housing and Finance Authority (CHFA). Assisted with legislation toഀ expand authority of Colorado Housing and Finance Authority into economicഀ development and venture capital areas. Advised organization in structuring statewideഀ multi-family housing acquisition program and its Housing Opportunity Fund.ഀ Affordable Housing. Representing public and private ventures to structureഀ affordable housing and mixed-use projects (using public/private financings, tax creditഀ equity, TIF and other non-traditional capital structures) in the Rocky Mountainഀ region, including Adams, Arapahoe, Denver, Douglas, Eagle, El Paso, Garfield,ഀ Grand, Larimer, Pitkin, San Miguel, and Summit County areas of Colorado, as wellഀ as Phoenix, Arizona, Salt Lake City, Utah and Las Vegas, Nevada. Initiated,ഀ structured, negotiated and represented the purchaser (state housing financing agency)ഀ in the first bulk purchase of affordable housing from RTC in the nation. Formed andഀ represent first Mutual Housing Association with HOPE II project funds in the Rockyഀ Mountain region. Crafted deed and ground lease restricted programs for theഀ development, preservation, sale and resale of affordable housing product withinഀ mixed-income and mixed-use communities.ഀ • Larimer Square. Represented a major financial institution in its financing ofഀ Trizec's ownership of this historic redevelopment project in lower downtown Denver.ഀ • Republic Plaza. Advised the ownership's transaction team with regard to certainഀ Colorado real estate aspects of this multi-faceted sale and leaseback transaction. Thisഀ involved a 1.5 million sq. ft. commercial office building valued in excess of $200ഀ million.ഀ • Opus U.S. Corp. Colorado legal counsel for this national development company'sഀ activities in this region, through its regional division, Opus Northwest, LLC. Theഀ company's focus is on the development, construction, lease-up, financing and sale ofഀ large-scale commercial properties and high-rise multi-family condominiumഀ communities.ഀ Forest City Enterprises. Currently represent Forest City with certain aspects of itsഀ redevelopment of the former Stapleton International Airport in Denver, including theഀ structuring and implementation of a transfer assessment to fund ongoingഀ sustainability efforts within this new master-planned community, targeting affordableഀ housing and other community efforts. Previously, legal counsel to this nationalഀ developer in a 1987 proposed public/private venture with the State of Colorado (Stateഀ Land Board) to develop a 15,000-acre planned community.ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ Oഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ REFERENCESഀ REFERENCESഀ Austin Developer Selectionഀ Sue Edwardsഀ Director Economic and Growth Redevelopment Servicesഀ City of Austinഀ (512) 974-7820ഀ Cherokee Gates TOD Market and Feasibility Analysisഀ Ferdinand Belzഀ Presidentഀ Cherokee Denver, LLCഀ (303) 689-1475ഀ Mesa del Sol Market and Financial Analysisഀ James Chrismanഀ Vice President Developmentഀ Forest City Stapleton, Inc.ഀ (303) 382-1800ഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ SELECTED RESUMESഀ •ഀ •ഀ •ഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ JAMES R. MUSBACHഀ Background James Musbach is a real estate economist with broad experience providingഀ strategic advice to public and private clients on the economic and financialഀ dimensions of land use and real estate development. He has particularഀ expertise in complex, large scale urban reuse and redevelopment projects, andഀ in the negotiation of public/ private development and financing agreements. Inഀ over 20 years of professional experience he has managed a wide variety ofഀ consulting projects throughout the United States.ഀ Mr. Musbach is a Managing Principal of Economic & Planning Systems, Inc., anഀ urban economics consulting firm with offices in Berkeley, Sacramento, andഀ Denver. The firm serves public and private sector clients throughout theഀ United States.ഀ Expertise Real Estate Market and Financial Feasibility Analysis - James Musbach hasഀ conducted real estate market and financial feasibility analyses for private realഀ estate development projects, property disposition strategies, downtownഀ revitalization and redevelopment programs, military base reuse strategies, andഀ the identification of land use policies in the context of General and Specificഀ Plans. He has expertise in forecasting the demand for residential,ഀ retail/ commercial, hotel, office, and industrial uses, and analyzing projectഀ returns, residual land values and other financial parameters under a range ofഀ project and financing assumptions.ഀ Public/Private Financial and Transaction Negotiations - Mr. Musbach hasഀ played a lead role in numerous real estate financing and transactionഀ negotiations involving public and private participants, providing analyticalഀ support, strategic direction, and direct negotiation. These negotiations haveഀ resulted in development agreements, public/private financing plans, ownerഀ participation agreements, land lease and sale agreements, and developmentഀ and disposition agreements.ഀ Public Finance - Mr. Musbach has developed strategic financing programsഀ using the full range of public and private resources to accomplishഀ implementation of numerous complex real estate projects. He has developedഀ financing programs in conjunction with revitalization strategies; specific plansഀ and development master plans; military base reuse projects; redevelopment ofഀ former airports, railyards and port facilities; and other complex urbanഀ development projects throughout the country.ഀ 10ഀ D E N V E Rഀ 730 Seventeenth Street, Suite 630ഀ Denver, CO 80202-3511ഀ www.epsys.comഀ B E R K E L E Y S A C R A M E N T Oഀ phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ fax: 303-623-9049 fax: 510-841-9208 fax: 916-649-2070ഀ JAMES R. MUSBACHഀ ECONOMIC & PLANNING SYSTEMSഀ PAGE 2ഀ Land Use Planning - James Musbach has extensive experience in land useഀ policy analysis and the preparation of General and Specific Plans. Mr.ഀ Musbach's involvement has included market, fiscal, jobs/housing, landഀ use/ transportation, growth management, economic development and publicഀ facilities analyses as they relate to alternative plan policies.ഀ Papers Mr. Musbach is a frequent speaker and writer on subjects related to urbanഀ development policy and land economics. He has authored the following:ഀ • "Acing the Base: Base Reuse in the San Francisco Bay Area Offers aഀ Laboratory to Test New Approaches to Public/ Private Development",ഀ (Urban Land, September, 2003)ഀ • "Financing Multiple Owner Master Plans" (Urban Land July 1993)ഀ • "Principles of Sustainable Urban Development: A Working Definition forഀ Creating Vital Communities"ഀ • "Economic Imperatives and Policy Implications for Livable Communities"ഀ • "Financing Master Plans: Lessons. from California Specific Plans"ഀ • "Spontaneous Research Districts: Universities in Local Economicഀ Development"ഀ • "The Use of Master Developers: Outsourcing Base Reuse"ഀ (EconomicDevelopment Commentary, Fall 1999)ഀ • "The Business and Industrial Park Development Handbook" Urban Landഀ Institute, 1999 (Chapter on Feasibility Analysis)ഀ Employment 1987-Present Managing Principal, Economic and Planning Systems, Inc.ഀ 1980-1987 Vice President and Senior Economist,ഀ Gruen Gruen + Associatesഀ Education Masters of City and Regional Planning degree (emphasis in land economicsഀ and real estate), 1980 from UC Berkeley. Bachelor of Arts in Urban Studies andഀ Public Policy with highest honors from San Diego State University, 1978.ഀ Affiliations Lambda Alpha International, Golden Gate Chapter (Co-chair, programഀ Committee, 2002-2003)ഀ Urban Land Institute, Full Member, (Vice-chair, San Francisco District Council,ഀ 2001)ഀ Congress for the New Urbanism (Charter Member)ഀ •ഀ •ഀ KIഀ E*ഀ DANIEL R. GUIMONDഀ Ecoഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ Background Dan Guimond is an economist and planner with 27 years experience inഀ economic and financial analysis and development planning for the public andഀ private sectors. His activities on both land use and transportation-relatedഀ projects include market and financial analyses, economic development andഀ impact analyses, and implementation and capital improvements programming.ഀ Mr. Guimond is a Principal with Economic & Planning Systems, an urbanഀ economics firm with offices in Denver, Colorado and Berkeley and Sacramento,ഀ California.ഀ Expertise Redevelopment - Dan Guimond has extensive project experience withഀ redevelopment projects, including large scale sites such as former militaryഀ bases, and small scale infill sites in downtown TOD and resort settings. Hisഀ experience includes project management, evaluation of potentials,ഀ development strategies, public and private financing, and developer selectionഀ and negotiation.ഀ Economic Development - Mr. Guimond has advised cities, cotmties, state, andഀ federal agencies on a range of economic development issues includingഀ preparation of economic development plans and strategies, capitalഀ improvement programs, fiscal impact analyses, and project developmentഀ feasibility and funding. Specific project feasibility studies have addressed skiഀ resort development and expansion, convention and conference centers, golfഀ courses, and recreation facilities.ഀ Downtown Development - Dan Guimond has been the director or principalഀ analyst on over 25 projects concerning downtown development, urbanഀ revitalization, and historic preservation. These assignments addressed theഀ economic, land use, and financial aspects of development including marketഀ analysis and determination of retail, residential and other developmentഀ potentials; overall development strategy; specific project feasibility; financing;ഀ and implementation strategies. He has also been an economic consultant to theഀ National Main Street Center of the National Trust for Historic Preservation inഀ small communities in six states.ഀ 9ഀ •ഀ •ഀ •ഀ Retail Analysis - Mr. Guimond has specialized in retail market analysis,ഀ including market studies for neighborhood and regional shopping centers,ഀ department stores, discounters, and grocery store chains. For the public sector,ഀ he has conducted city-wide and district specific retail development strategies.ഀ He as also evaluated the impacts of new retail facilities on the existing retailഀ D E N V E R B E R K E L E Y 5 A C R A M E N 7 0ഀ 730 Seventeenth Street, Suite 630 phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ Denver, CO 80202-3511 fax: 303-623-9049 fax: 510-841-9208 fax: 9t6-649-2070ഀ www.eps'ys.comഀ •ഀ •ഀ •ഀ •ഀ •ഀ DANIEL R. GUIMONDഀ ECONOMIC & PLANNING SYSTLh1Sഀ PAGE 2ഀ locations and measured the economic and financial benefits of newഀ developments. Mr. Guimond has also developed financing programs andഀ incentive packages for new retail and redevelopment projects.ഀ Community and Regional Planning - Dan Guimond has extensive experienceഀ in land use policy analysis and the preparation of comprehensive plans andഀ capital improvement programs at the local and regional level. He has been atഀ the forefront of regional growth management efforts including the analysis ofഀ alternative urban forms and preparation of integrated regional growth andഀ transportation plans for metropolitan planning organizations and councils ofഀ government.ഀ sഀ Isഀ sഀ Transportation - Mr. Guimond has provided economic consulting services onഀ all phases of transit and highway projects including major investment studies,ഀ environmental impact studies, preliminary engineering, and financing plansഀ and programs. He has specialized in the land use/ transportation relationship,ഀ examining a range of issues including alternative alignments, station locations,ഀ and potentials for economic development, transit-oriented development, andഀ joint development. Tourism-oriented transportation projects include touristഀ trolleys and scenic byway plans. He has also focused on transportationഀ investment policy including developing decision support systems forഀ allocating financial resources based on outcomes and results. He has alsoഀ developed special district financing plans and conducted benefit studies forഀ other transportation improvements.ഀ Employment 1999-Present Principal, Economic & Planning Systems, Inc.ഀ 1997-1999 Principal, In Motion, Inc.ഀ 1993-1997 Vice President, BRW Inc.ഀ 1978-1992 Vice President, Hammer Siler, George Associatesഀ 1976-1978 Planner, Jefferson County Planning Departmentഀ Education M.A., Urban Geography, University of Colorado, 1976ഀ B.A., Political Science, University of Colorado, 1972ഀ Affiliations American Institute of Certified Plannersഀ National Trust for Historic Preservationഀ International Downtown Associationഀ Denver Planning Board, 1992 to 2005ഀ C,ഀ Jഀ Oഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ ANDREW M. KNUDTSEN, AICPഀ Background Andrew Knudtsen is a planning and development professional with extensiveഀ experience in the areas of real estate feasibility analysis, market assessment,ഀ land use planning, and public-private partnerships.ഀ Expertise Public Financing Strategies - Mr. Knudtsen has extensive project experienceഀ developing financing strategies that externalize infrastructure costs using publicഀ revenue streams. His work has involved a range of funding tools in a variety ofഀ applications, such as special districts/metro districts, downtown developmentഀ authorities, and urban renewal authorities. In addition to providing economicഀ modeling for proposed projects, he has provided analysis of public policy toഀ identify optimal funding sources.ഀ Economic Feasibility Anal. sis - Andrew Knudtsen has extensive expertise inഀ evaluating project feasibility for commercial and residential developments. Heഀ has quantified economic viability based on detailed pro forma analysisഀ reflecting projected market conditions.ഀ Market Assessment - Mr. Knudtsen provides a depth of experience related toഀ evaluating market demand, at both the regional and site-specific levels. Hisഀ experience includes market evaluations that address projected demand forഀ large scale and niche projects, documenting the net market demand for a rangeഀ of uses. He has completed numerous market studies and is skilled in assessingഀ demand and supply, and estimating capture and absorption rates.ഀ Fiscal Impact Assessment - Andrew Knudsen has built economic modelsഀ designed to estimate the economic impacts to local government under variousഀ growth scenarios. His work includes economic and demographic growthഀ projections that are used to quantify the costs and revenues attributable toഀ development. His work has identified the surplus or deficit likely to occurഀ under various modeling assumptions.ഀ Public Policy - Mr. Knudtsen has worked extensively with elected officialsഀ and community representatives regarding policy evaluation andഀ implementation. His work is geared to providing a basis for public officials toഀ make informed policy decisions.ഀ Employment 2006-Present Senior Vice President, Economic & Planning Systems, Inc.ഀ 2004-2006 Vice President, Economic & Planning Systems, Inc.ഀ 2001-2004 Senior Associate, Economic & Planning Systems, Inc.ഀ 1998-2001 Principal, The Housing Collaborative, LLCഀ 1994-1998 Housing Planner, Town of Vailഀ D E N V E R B E R K E L E Y S A C R A M E N T Oഀ 730 Seventeenth Street, Suite 630 phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ Denver, CO 80202-3511 fax: 303-623-9049 fax: 510-841-9208 fax: 916-649-2070ഀ 10 www.epsys.comഀ Xഀ ANDREW M. KNUDTSENഀ ECONOMIC & PLANNING SYSTEMSഀ PAGE 2ഀ 1990-1994 Senior Planner, Town of Vailഀ 1988-1990 Planning Associate, City of Boulderഀ Education Courses in real estate investment analysis, Commercial Investment Real Estateഀ Institute 1996 through 2005ഀ Bachelors of Environmental Design, Magna Cum Laude, Univ. of Colorado, 1987ഀ Affiliations State of Colorado Governor's Blue Ribbon Affordable Housing Panelഀ Fannie Mae Western Regional Advisory Councilഀ American Institute of Certified Plannersഀ •ഀ •ഀ •ഀ •ഀ •ഀ •ഀ NICOLE MONROE LAYMAN, AICPഀ Planning Systemsഀ Public Financeഀ Real Estate Economicsഀ Regional Economicsഀ Land Use Policyഀ Background Nicole Monroe Layman has extensive academic and professional experience inഀ the areas of public finance and fiscal impact, urban revitalization andഀ redevelopment, and economic development. Her broad background enablesഀ her to perform a variety of economic and policy analyses.ഀ Expertise Real Estate Market and Financial Feasibility Analysis - Ms. Monroe Laymanഀ has experience analyzing market and financial feasibility of residential, retail,ഀ office, and industrial development. Project experience includes the financialഀ feasibility of private real estate development projects, public-privateഀ development projects, and military base reuse plans.ഀ Economic Development - Nicole Monroe Layman has substantial experienceഀ assisting state agencies and local governments with economic developmentഀ issues. Her experience includes fiscal impact and cost/benefit analyses as wellഀ as project feasibility and funding for a variety of projects ranging fromഀ downtown redevelopment to large-scale industrial development.ഀ Public Finance and Fiscal Impact - Ms. Monroe Layman has completedഀ • extensive cost/benefit and fiscal impact studies for a variety of projects,ഀ involving public and private partnerships. These studies have included theഀ analysis of assessment formulas, tax increment generation, sales tax projections,ഀ and other local expenditures and revenues associated with development.ഀ Land Use Planning - Nicole Monroe Layman has conducted research and builtഀ models designed to estimate the impact of demographic, economic, andഀ development growth trends on housing needs and the consistency andഀ effectiveness of proposed land use policy changes.ഀ Urban Revitalization and Redevelopment - Ms. Monroe Layman has analyzedഀ alternatives and proposed financial structures for redevelopment projects. Sheഀ has also collaborated with local organizations to develop attraction strategiesഀ and marketing materials.ഀ Employment 2006-present Vice President, Economic & Planning Systems, Inc.ഀ 2003-2006 Senior Associate, Economic & Planning Systems, Inc.ഀ 2000-2003 Associate, Economic & Planning Systems, Inc.ഀ 1999-2000 Business Development Rep., Ohio Department of Developmentഀ 1997-1999 Tax Incentive Specialist, Ohio Department of Developmentഀ D E N V E Rഀ 730 Seventeenth Street, Suite 630ഀ Denver, CO 80202-3-511ഀ www.epsys.comഀ B E R K E L E Y S A C R A M E N T Oഀ phone: 303-623-3557 phone: 510-841-9190 phone: 916-649-8010ഀ fax: 303-623-9049 fax: 510-841-9208 fax: 916-649-2070ഀ "Akഀ Aഀ NICOLE MONROE LAYMANഀ ECONOMIC & PLANNING SYSTEMSഀ PAGE 2ഀ Education Masters Degree, City and Regional Planning, Ohio State University, 1997ഀ Bachelors of Arts Degree, Urban and Regional Planning, Miami University, 1995ഀ Affiliations American Institute of Certified Plannersഀ American Planning Associationഀ National Development Councilഀ wഀ Fairfield and Woods, P.C.ഀ James M. Mulligan, Directorഀ 303.830-2400ഀ jmulligan@fwlaw.comഀ James M. Mulligan's practice emphasizes virtually allഀ aspects of commercial and residential real estate,ഀ including urban, resort and mixed use developments,ഀ with an additional focus in the structured financing andഀ corporate areas of practice. Mr. Mulligan representsഀ public, private and institutional investors, developers,ഀ lenders, owners and owner associations, managers,ഀ brokers, contractors, and federal, state and localഀ political subdivisions with regard to all forms of realഀ estate ownership, land use, development, leasing,ഀ management and joint ventures of all kinds, public/ഀ private redevelopment projects (including historicഀ designations, tax-increment financed projects, tax-ഀ credit structures and taxable and tax-exempt bondഀ issues), planned communities andഀ acquisition/disposition transactions. Mr. Mulligan hasഀ represented the real estate development and financeഀ industry in Colorado and throughout the Rockyഀ Mountain region on many of its issues, relatedഀ legislation and regulatory concerns. He has beenഀ appointed Special Deputy Attorney Generalഀ representing the Colorado Division of Housing in itsഀ housing finance transactions.ഀ Mr. Mulligan has chaired the Colorado Barഀ Association's Real Estate Section, Colorado'sഀ Gubernatorial Unified Housing Task Force, and severalഀ Downtown Denver Task Forces. He has authored andഀ lectured extensively in the areas of real estateഀ development, finance, planned communities, public-ഀ private ventures and affordable housing. He has beenഀ or is on the Board of the National Association ofഀ Office and Industrial Properties - Colorado Chapterഀ (2006 President-Elect), the Metro Denver Economicഀ Development Corp., the Aurora Economicഀ Development Council (2006 Chair-Elect), Downtownഀ Denver Partnership's Denver Civic Ventures, theഀ Southeast Business Partnership, and the Coloradoഀ Association for Commerce and Industry.ഀ Practice Areasഀ Real Estateഀ Business and Corporateഀ Banking and Financeഀ Institutionsഀ Lendingഀ Entrepreneurs and Closelyഀ Held Businessesഀ Reorganizations, Workouts,ഀ And Bankruptcyഀ Educationഀ J. D. 1974, University ofഀ Denverഀ B.A. 1969, University ofഀ Massachusettsഀ Bar Admissionsഀ District of Colorado - 1975ഀ Colorado - 1975ഀ CIVIC AND COMMUNITY ACTIVITIESഀ • Board Member Metro Denver Economic Development Corp. (2004-present)ഀ • Board member of Aurora Economic Development Council (2002-present; 2006 Chair-ഀ Elect)ഀ • Board member of The National Association of IndLlstrial and Office Properties [NAIOP]ഀ (2000 - present; 2006 President-Elect)ഀ • Board member, Colorado Housing Council (1986-present; Chairman - 1987, 1988, 1994,ഀ 1999)ഀ • Member, University of Colorado Real Estate Council's Executive Committee (1999-ഀ present)ഀ • Executive Committee, Urban Land Institute's Rocky Mountain District Council (2002-ഀ present)ഀ • Chairman, Mayor's updated (1995/96) Downtown Housing Task Team (1995 - 1996)ഀ • Board Member, Downtown Denver Residents Organization (1995-1998)ഀ • Board Member, Boys & Girls Clubs of Metro Denver (1994-present)ഀ • Member (former Chairman) of Center City Housing Council (1992 - 1994 & 2000-2002)ഀ • Chairman, The Mayor's Downtown Denver Housing Task Team (1991-92)ഀ • Board Member, The Downtown Denver Partnership/Denver Civic Ventures (1991-1994)ഀ • Board Member, Colorado Association of Realtors Housing Opportunity Foundationഀ (CARHOF) (1991-1994)ഀ • Chairman, The Denver Partnership, Capital Formation Committee (1990-1993)ഀ • Chainnan, Telluride Regional Housing Task Force (1990)ഀ • Member, Denver Partnership's Economic Development Committee (1989)ഀ • Chairman, Governor's Unified Housing Task Force (1988)ഀ • Chairman, Colorado Association of Commerce and Industry's (CACI's) "50 forഀ Colorado" Housing Teain (1988)ഀ • Chairman, Governor's Search Group for Director of Regulatory Agencies (1987)ഀ • Member, Governor's Search Group for Director of Natural Resources (1987)ഀ • Chairman, Governor's Small Business Capital Access Task Force Subcommittee (1987)ഀ • Member, CACI's "Blueprint for Colorado" Drafting Team (1986-87; again, regardingഀ growth issues, in 2000-2001)ഀ • Chairman, Lawyer/REALTOR Interprofessional Committee (1985-86)ഀ • Chairman, Colorado Bar Association's Real Estate Section (1984-85)ഀ • Chairman, Colorado Bar Association, Real Estate Legislative Committee (1982-84)ഀ 1•ഀ I•ഀ sഀ KIഀ 1 0ഀ isഀ I•ഀ 16ഀ 10ഀ 0 0ഀ WRITING and TEACHING ACTIVITIESഀ Authored or co-authored various publications, and taught on several topics, including:ഀ • "Building Area's FasTracks - TOD's [Mixed-Use Development]" (2005) Colorado Realഀ Estate Journalഀ • "Denver's Land Market" (2004) - Colorado Real Estate Journalഀ • "Legal & Policy Issues Affecting Affordable Housing in Denver" (2001) Colorado Realഀ Estate Journalഀ • "Laying a Growth Management Foundation in Colorado" (2001) Rocky Mountain Newsഀ • "Synthetic Leases and Other Real Estate Financing Tools" (1998) for Colorado Realഀ Estate Journalഀ • "Real Estate Finance" and "Real Estate Development" for Denver University Law Schoolഀ (1983-present)ഀ • "Condominium Law and Practice" for several Professional Association & D.U. Lawഀ September 1997, Vol. 26, No. 9, p. I I Iഀ • "Colorado Condominium Conversion-An Update" (1997) Colorado Real Estate Journalഀ • "Putting a Roof Over the Middle Class" (1996) Colorado Real Estate Journalഀ • "CIOA is Coming" (1992) for Continuing Legal Education in Colorado, Inc.ഀ • "Affordable Housing in Colorado's Mountain Resort Communities" (1996) - Rockyഀ Mountain Land Use Instituteഀ • "Real Estate Joint Venture Work-Outs with Financial Institutions" (1988) for U.S.ഀ Savings League;ഀ • "The Securitization of Commercial Real Estate" (1987) for Professional Educationഀ Instituteഀ • "Symposium of Condominium Law & Practice" - Colorado Lawyer, November 1982ഀ (still primary citation source for condominium law in the Colorado Revised Statutes)ഀ AFFILIATIONSഀ PROFESSIONALഀ Denver, Colorado and American Bar Associationsഀ Colorado Mortgage Lenders Associationഀ NAIOPഀ Community Associations Instituteഀ Colorado Housing Councilഀ Mortgage Bankers Association of Americaഀ Colorado Affordable Housing Partnershipഀ CIVIC & COMMUNITYഀ The Downtown Denver Partnershipഀ MDEDC and Metro Denver Chamberഀ Boys & Girls Clubs of Metro Denver, Inc.ഀ Colorado Association of Commerce & Industryഀ Lower Downtown District, Inc.ഀ Southeast Business Partnershipഀ Aurora Economic Development Councilഀ I• Alk Aഀ Rita M. Connerlyഀ Of Counselഀ 303.894.4411ഀ rconnerly@fwlaw.comഀ Ms. Connerly practices in the areas of real estateഀ development and municipal law. She activelyഀ .ഀ represents developers during the local land useഀ process, working closely with federal, state andഀ 10ഀ local governments, mineral interest owners andഀ 0ഀ neighborhood associations to secure support for andഀ .ഀ timely approval of residential, commercial andഀ mixed-use land use applications. Her practiceഀ 0ഀ encompasses all aspects of land use and real estateഀ 0ഀ development including zoning, title review,ഀ 0ഀ purchase and sale agreements, land leases,ഀ .ഀ development agreements and the drafting ofഀ covenants, easements and construction documents.ഀ •ഀ Immediately prior to joining Fairfield and Woods,ഀ 0ഀ Ms. Connerly served as In-House Corporateഀ •ഀ Counsel, responsible for securing land useഀ entitlements, for a national land developmentഀ company that she continues to represent.ഀ Ms. Connerly's practice is also focused on theഀ representation of local governments and specialഀ districts. She worked in the Adams Countyഀ Attorney's office, ultimately serving as the Adamsഀ County Attorney and as General Counsel for Frontഀ Range Airport Authority. Ms. Connerly isഀ experienced in the creation, representation andഀ management of special districts. She has providedഀ day-to-day legal advice to elected officials andഀ department directors on a full range of public sectorഀ law issues. She has represented clients in local,ഀ state, federal and administrative proceedings andഀ has successfully argued before both the Coloradoഀ Court of Appeals and the Colorado Supreme Court.ഀ Educationഀ J.D. 1990, University of Denver;ഀ B.A. 1987, Political Science andഀ Sociology, with honors,ഀ University of Denverഀ Professional Affiliationsഀ Denver Bar Associationഀ Adams County Bar Associationഀ Douglas County Bar Associationഀ Adams County Economicഀ Developmentഀ Bar Admissionsഀ Colorado -1990ഀ Tenth Circuit - 1991ഀ lieഀ I*ഀ •ഀ •ഀ •ഀ •ഀ Fairfield and Woods, P.C.ഀ Jennifer L. Lufman, Of Counselഀ 303-830-2400ഀ jlufman@fwlaw.comഀ Ms. Lufman focuses her practice in all facets of commercial real estate law andഀ represents both entrepreneurial and institutional clients in Colorado and elsewhere in theഀ United States. Her clients have included chain and big box retailers, residential homeഀ builders, mountain and beach resort developers, casinos and utility companies.ഀ Ms. Lufman's finance and lending experience involves the representation of both lendersഀ and borrowers in connection with secured and unsecured loans. Ms. Lufman has alsoഀ advised commercial borrowers in bond financing, complex private equity and lendingഀ finance arrangements and operating lines of credit.ഀ She has represented clients in the areas of residential and mixed-use common interestഀ community development, commercial and residential resort development, general landഀ use matters, retail leasing, condemnation, foreclosure, recreational property law,ഀ corporate entity creation and maintenance, the purchase and sale of businesses throughഀ asset and stock transactions, and corporate reorganizations.ഀ Ms. Lufman is a member of the National Association of Office and Industrial Properties -ഀ Colorado Chapter; the Community Relations Committee of the National Association ofഀ Office and Industrial Properties - Colorado Chapter; Commercial Real Estate Women -ഀ Denver; and Women in Real Estate.ഀ O Qഀ LIONSHEAD PARKING STRUCTUREഀ AS THOUGH VACANTഀ 395 SOUTH FRONTAGE ROADഀ VAIL, COLORADOഀ -1c-t-O-1ഀ BOWES AND COMPANYഀ