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11-23-1999 CC Meeting AgendaCity Commission Arthur I. Snyder, Mayor Arthur Berger Jay R. Beskin Ken Cohen Harry Holzberg Jeffrey M. Perlow Patricia Rogers-Libert City Manager Eric M. Sor0ka City Clerk Teresa M. Soroka, CMC/AAE City Attorney Weiss Serota Helfman Pastoriza & Guedes AGENDA November 23,1999- 9 AM Aventura Govennnant Center 2999 NE 191~ Street SuRe 500 Avoatura, Florida 331 g0 CALL TO ORDER~OLL CALL 2. RESOLUTIONS: A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, SELECTING THE FIRM OF R. J. HEISENBOTTLE ARCHITECTS, P.A. TO PROVIDE CONSULTING SERVICES ASSOCIATED WITH I.S.Q. NO. 99-9- 24-10, CULTURAL ARTS CENTER FACILITY FEASIBILITY STUDY; AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED AGREEMENT; AUTHORIZING CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTIONS; AND PROVIDING AN EFFECTIVE DATE. 3. ADJOURNMENT This meeting is open to the publ/c. In accordance wi~ the Americans wilh Disabilities Act of 1990, all persons who are disabled and CITY OF AVENTURA OFFICE OF THE CITY MANAGER MEMORANDUM TO: FROM: DATE: SUBJECT: City Commission Eric M. Soroka, Ci/t~_ a~ le~ November 18, 1/ ~L99 Cultural Arts Center Feasi~ ity Study November 23, 1999 City Commission Meeting Agenda Item __ BACKGROUND It is recommended that the City Commission select the firm of R.J. Heisenbottle Architects, P.A. to perform the subject study and authorize the execution of the attached Agreement. The work will be divided into two phases. The first phase will determine market support and need of a Cultural Arts Center facility, if it is determined appropriate, the second phase of the study, which would outline concept development, would take place. BACKGROUND As per the City Commission's direction, the City Administration issued an invitation to submit qualifications to conduct a Cultural Arts Center Feasibility Study. The ISQ was distributed to twenty-nine (29) firms. Due to the specialized nature of the scope of services, only the following three (3) firms responded: - Arquitectonica - AMS Planning & Reseamh - R.J. Heisenbottle Amhitects, P.A. The latter two firms were interviewed by a panel that consisted of the Assistant to the City Manager, the Community Services Director and the City Manager. Based on the presentations and a review of qualifications regarding similar studies, the panel recommended the firm of R.J. Heisenbottle Architects. Memo to City Commission Page 2 Attached is the proposed agreement to perform the work. The fee and study schedule is as follows: Fee Phase I $27,380 Phase II $49,620 If you have any questions, please feel free to contact me. EMS/aca Attachment CC0821-99 Schedule 6 - 8 weeks 12 - 14 weeks RESOLUTION NO. 99-__ A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, SELECTING THE FIRM OF R. J. HEISENBOTTLE ARCHITECTS, P.A. TO PROVIDE CONSULTING SERVICES ASSOCIATED WITH I.S.Q. NO. 99-9-24-10, CULTURAL ARTS CENTER FACILITY FEASIBILITY STUDY; AUTHORIZING THE CITY MANAGER TO EXECUTE THE ATTACHED AGREEMENT; AUTHORIZING CITY MANAGER TO DO ALL THINGS NECESSARY TO CARRY OUT THE AIMS OF THIS RESOLUTIONS; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City of Aventura, in accordance with applicable State law, has requested proposals from firms for services relative to Professional Consulting Services for a Cultural Arts Center Feasibility Study; and WHEREAS, said proposals were evaluated by a Review Team consisting of the Director of Community Services, Assistant to the City Manager and the City Manager; and WHEREAS, said Review Team recommends the selection of the firm of R. J. Heisenbottle Architects P.A., based on said firm's experience and qualifications; and WHEREAS, the City Commission desires to authorize the City Manager to enter into the attached agreement outlining the scope of services and fees with the recommended firm. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF AVENTURA, FLORIDA, THAT: Section 1. The firm of R. J. Heisenbottle Architects, P.A. is hereby selected to perform Professional Consulting Services for the City associated with I.S.Q. No. 99-9- 24-10, Cultural Arts Center Feasibility Study. Section 2. The City Manager is hereby authorized to enter into the attached Agreement for services associated with the study. Section 3. The City Manager is hereby authorized to do all things necessary to carry out the aims of this Resolution. Section4. This Resolution shall become effective immediately upon its adoption. Resolution No. Page 2 WhO The foregoing Resolution was offered by Commissioner moved its adoption. The motion was seconded by Commissioner , and upon being put to a vote, the vote was as follows: Commissioner Jay R. Beskin Commissioner Ken Cohen Commissioner Harry Holzberg Commissioner Jeffrey M. Perlow Commissioner Patricia Rogers-Libert Vice Mayor Arthur Berger Mayor Arthur I. Snyder PASSED AND ADOPTED this 23rd day of November, 1999. ARTHURI. SNYDER, MAYOR ATTEST: TERESA M. SOROKA, CMC/AAE CITY CLERK APPROVED AS TO LEGAL SUFFICIENCY: CITY ATTORNEY ~ov ~8 99 03:50p 305-~-9275 November 18, 1999 Mr. Eric M. Soroka City Manager City of Aventura 2999 NE 191st Street Suite 500 Aventura, FL 33180 HEISENBOTTtE A R C H I T E C T S RE: CITY OF AVENTURA FLORIDA CULTURAL CENTER FEASIBILITY STUDY CONSULTING AGREEMENT - REVISED Dear Mr. Soroka: R. J. Heisenbottle Architects, PA is pleased to submit the following revised proposal on the feasibility of creating a performing arts complex for Aventura, Florida. The City of Aventura is interested to learn the feasibility of developing a cultural center for the community. As part of the discovery, the City will retain experts in the fields of architecture, theatre consulting and arts management to explore the viability of such a project for the community. The following document is an agreement to conduct the study on behalf of the City of Aventura. We are pleased to submit this agrcemem in conjunction with our consultants, Theater Projects Consultants, Inc. and Webb Management Services, a performing arts management consulting practice, for the needs assessment and feasibility study for new cultural facilities. Material describing the skill, capabilities and relevant experience of R. J. Heisenbottle Architects, Theatre Projects Consultants and Webb Management Services has previously been given to the City of Aventura in response to their Invitation to Submit Qualifications #99-9-24-10. Very truly yours, ijISENBOTTLE ARCHITECTS, PA · Heiaenbottle, AIA t Enclosure ~ou 18 99 03:50p 305-4~6-9275 CITY OF AVENTURA CULTURAL ARTS CENTER FEASIBILITY STUDY A Proposal to: THE CITY OF AVENTURA, FLORIDA Submitted by: R. J. Heisenbottle Architects, P.A. 340 Minorca Avenue, Suite 10 Coral Gables, FL 33134 November 18, 1999 1. PROJECT MANAGEMENT AND ORGANIZATION Personnel assigned to the Aventura Study are specialists in the planning and design of arts and entertainment spaces as well as thc needs assessment and market analysis. Each of these individuals has skills and credentials most relevant to this project. Complete biographies of all assigned personnel were included with our earlier proposal. Highlights are as follows: Richard J. Heisenbottle, President of R. $. Heisenbottle Arehltects, PA, will be Principal-in- Charge of the Project. Mr. Heisenbottle has more than 26 years of experience in all aspects of the profession of architecture and interior design as well as theater design and consulting. Most recently, Mr. Heisenbotfle's firm has been responsible for such projects as the Overtown Lyric Theater Ancillary Building, the Kings Point Theater for the Performing Arts in Tamarae, Florida, Gusman Center for the Performing Arts, Athens Theater in Deland, Florida and the Wynmoor Community Theater in Coconut Creek, FL. In addition he assisted the City of Homestead, Florida with a Feasibility Study for the renovation and reuse of the historic Seminole Theater, and helped them develop a master plan to make the best use of the structure and the adjacent site. R. J. Heisenbottle Architects, PA was established in 1987 and has been a leader in its field since its inception. Victor Gotesman, President of Theatre Projects Consultants, Inc. will be Director - in - Charge and Project Manager for the Study. Mr. Gotesman joined TPC following a 25-year career managing and directing the activities of various performing arts centers. Most recently, Mr. Gotesman opened and ran the Cerritos Center for the Performing Arts in Los Angeles County, the nation's most innovative and flexible performing arts center. Continually ranked in the top 5 theatres under 3,000 seats, Cerritos is a multi-form theatre with varying seating capacities of 900- 1,820. He has also directed the Fine Arts Center Series at the University of Massachusetts/Amherst as well as programs at the University of Montaua, and the University of Nebraska/Lincoln. Mr. Ootesman is past President of New England Presentors Consortium and has served on the Boards of the National Association of Performing Arts Managers and Agents, Association of Performing Arts Presenters and the Western Alliance of Arts Administrators. Padraie Fisher, Consultant with Theatre Projects Consultants comes to TPC al~er two years as the Managing Director of Michael Man Dance, NYC, NY. For the past 12 years Padraie has worked extensively in production and administration with a number of performing arts and cultural organizations executing a wide range of programs both international and domestic. Managing or developing programs in performance, special events, fund raising, outreach and arts-in-education. Some of the organizations Padraie has worked with include: Youth Build USA, New York Renaissance Festival, First Night New Hampshire. Statue of Liberty Festival and Harlem School for the Arts. Padraic is also the President and a member of the Board of Directors of the NYC based Indonesian Cultural Foundation. He is a member of the International Society of Performing Arts Presenters, the New York State Alliance of Arts Organizations, the National Society of Fund Raising Executives, the Indonesian Amefienn Chamber of Commerce and the Circle Club of the Asia Society. ~ou ~8 99 03:5~p 305-~6-9275 p.5 Duncan M. Webb, principal of Webb Management Services, Inc., is a management consultant for the development and operation of performing arts facilities, and the advancement of pert~)rming arts organizations. Webb has completed more than 65 consulting assignments over the last ten years, including terms with Theatre Projects Consultants and AMS Planning and Research. Mr, Webb has a degree in Economics from the University of Western Ontario and an MBA bom the University of Toronto. He is currently on thc faculty of New York University's Graduate Program in Arts Administration and has earned the Certified Management Consultant designation of the Institute of Management Consulting. Recent performing arts facility feasibility studies include a Performing Arts Center Feasibility Study for Christopher Newport University in Newport News, VA, the Kansas City Performing Arts Center Feasibility Study and the Salt Lake City Performing Arts Center Feasibility Study. For the Richmond Art Council study, Mr. Webb would be principally focused un the market potential for new or renovated facilities, and the financial implications of these options. Leslie Graham, Consultant for Webb Management Services, would also work on the study. Graham is a graduate of Boston University's Graduate School of Management (with a certificate in non-profit management), and holds a Bachelor of Arts degree from Washington University in St. Louis. Her extensive work experience with non-profit arts organizations ranges from theater production at the Huntington Theatre Company and administration at the Jamaica Plain Arts Council, both in Boston, to public programming at the National Gallery of Art in Washington, D.C. Recent and relevant projects at Webb Management Services include a new facility feasibility study in Lowell, MA; a business plan for new outdoor facilities on the campus of Purchase College outside New York City, and a business plan/site selection exercise for a new performing arts center in Piano, TX. ~ou 18 99 03:51p 305-~46-9275 p.8 2. WORK PLAN FOR THE PROJECT For this study, our Work Plan would be structured as follows and would consider five principal issues: · Review Project with City Staff · Facility Needs based on the Facility Inventory of Aventura/Miami region · Market Analysis · Facility Uses and Users · Facility Assessment and Master Plan At the end of this analysis, we will present conclusions and recommendations. Following is a detailed description of the services we would provide to the City of Aventura. This program of services is developed and based upon discussions with the City of Aventura and our experience in similar communities. PHASE 1 - NEEDS ASSESSMENT · Review Project with City Staff Review the community's vision for cultural facilities. Learn from the City impetus for cultural facilities and explore the political environment for any project's development. · Cultural Arts Program & Facility Assessment Conduct research into cultural arts programming that currently exists in and around Aventura. Assess the venues used for programming and determine the organizations served by existing performance spaces in the area. Conduct an architectural, acoustical and functional assessment of any existing spaces such as schools, churches, activity centers, ballrooms, etc. and consider their appropriateness in supporting cultural programs for the community. This assessment will lead to preliminary conclusions and recommendations for the potential for new cultural facilities. · Market Analysis Consideration of the potential market for new cultural facilities in Aventura, involving several components: Market Area Definition and Demographic Analysis: Define the appropriate market for the performing arts in Aventura and describe that population in terms of size, rate of growth and demographic factors as age, income, education level and occupation. ~ou t8 99 03:51p 305-~6-9275 Patron Analysis and Market Penetration: Geo-coda patron lists of major performing arts organizations in Aventura using the PRIZM system in order to describe existing and potential audiences in geo-demographic terms. This exercise will allow us to suggest the penetration of porforming arts groups into key market segments and determine the potential to build additional audianees. Comparable Markets Analysis: Research attendance and participation rotes in comparable markets, considering market penetration and the impact of improved or additional facilities on participation rates for each of the major disciplines. Organizational Profiles: Review the development and activity of major performing arts groups in Aventura to assess their current position and potential to develop additional audiences. · Facility Uses and Users Arrange to meet with local arts groups, regional presenters, entertainment providers, educators, and community leaders to assess the demand for new or improved facilities and the likely level of activity if new/additional facilities are developed. This will include the need for new performance spaces, as well as the need for rehearsal, support, educational and other complimentary facilities. · Regional Facility Assessment and Master Plan Consider the use and evaluate the condition of other performing arts facilities in the region. Suggest the optimal role for each within the regional inventory of facilities, and what types of improvements or changes might be appropriate to optimize their contribution to the cultural life of the region. · Phase I Conclusions Based on thc above, suggest whether new facilities would be appropriate in Aventura, describing these facilities in terms of their physical components, capacities and relationship to other facilities. Present these findings and preliminary recommendations in Aventura. If no new facilities were appropriate in terms of market support and potential need, the study would end at this point. Further, even if a new facility were appropriate, study would not proceed to Phase 2 unless agreed by the City, at thc City's sole descression. PHASE 2 - PERFORMING ARTS FACILITY - CONCEPT DEVELOPMENT · Based upon Phase I conclusions, make recommendation on: -Construction of a new cultural arts center to serve as a primary facility for all major performing arts organizations and presenters. · Review various site options and make recommendations on options and implications. · Prepare cost estimates for the development of new cultural facilities. · Prepare a preliminary pro forma of programs and events for a new performing arts facility. 4 · Prepare a preliminary space program for the performing arts facility based on the needs of potential users, audiences and owners. · Develop a Pm-forma operating model that includes governance and operations. · Generate proposals and a budget for specialist performance equipment, including where appropriate, stage rigging and machinery, shage lighting, sound, film and video, audio-visual, performance communications, seating and stage furnishings. · Develop an order-of-magnitude constraction budget for the facility, based on the program outlined above. This estimate would address the following areas: ° site preparation and development o infrastructure o new construction ° performance-related equipment o furnishings, fittings and equipment o landscaping o roads and parking o design and post-construction contingencies o design team fees · Recommend a management structure and staffing requirements for the performing ms facility. Suggest models for governance between the community and the facility users. Include salaries and wages for full-time and pm-time personnel. Recommend joint-use policies, maintenance agreements and direct rental arrangements consistent with the recommended operating model and staff resourcas. · Prepare an operating pro forma for thc first three years of operation of the new theatre. Estimate anticipated revenues and expenses from all sources, including: o ticket sales and rentals o box office charges o food and beverages and other concessions ° salaries and benefits o utilities, maintenance and capital replacement o presentation costs o insurances and administration o advertising · Provide guidance on the implementation of the project, including a specific work plan and a cash flow forecast for the disbursement of the capital funds through the development. · Investigate the potential sources of funding available to support the construction and operation of new performing arts facilities. This will include a review of all public funding sources at local, State and Federal lcvcls and private funding from corporations, foundations and individuals. · Deliver u Final Report at the end of this phase outlining all of the analysis, conclusions and recommendations. Present these findings to the Client. 3. COST OF PROJECT Fees for Consulting Services: We would propose lump sum fees for each of the study components outlined above. These fees are subject t~ negotiation based on any changes to the scope of services required by the City of Aventura, the schedule and fees for the study components including the number of trips to Aventura are: Phase Fee Length 6-8 weeks Phase 1-Needs Assessment $27,380 Phase 2-Concept Development $49,620 Total Fee - $77,000 12-14 weeks Expenses of ground and air transportation, accommodations, communications including FedEx, postage, and phone calls for the team are included above. Also included are]Ycopies oftbe fmai report. Additional copies will be made available to the City at cost. Fees for Additional Services: Charges for additional services would be based on prevailing hourly rates. Rates would be increased each year based on Consumer Price Index inflation in the prior year. 1999 rates are as follows: Architectural Project Manager President Principal Consultants Senior Consultants Consultants $90.00 $175.00 $158.00 $137.00 $116.00 4. ADDITIONAL TERMS R. J. Heisenbottle Architects, PA reserves the right to re-negotiate fees if there are meaningful increases to the scope of work as requested by the City of Aventura. Such alterations would be made at the time that an additional scope of work is requested. In phases where De-Scoping exercises are undertaken, reductions in scope will not reduce the contracted fee, unless agreed. 5. SCHEDULE If the project extends more than three months beyond the established schedule in any phase, RJHA will have the right to request additional service fees for that phase. If the project is put on hold for more than three months during any phase, RJHA will have the right to request additional service fees for an agreed upon re-start period. 6. BILLING RJHA will issue monthly invoices at the end of each month for each phase of the project, such amounts to be based on the percent complete the work for that phase. 6 7. PAYMENT The Client shall approve these invoices or advise in writing within fil~een days of receipt of invoice as to reason for non-approval. Thc Client shall pay the invoices in full within a period of thirty days by check sent by mail to R. J. Heisenbotde Architects, PA, 340 Minorca Avenue, Suite 10, Coral Gables, FL 33134, or any other address as may be advised in writing from time to time. Invoices are fully due and payable when received. Interest shall be charged at a rate of 1 ~% per month on amount outstanding for more than 30 days. In the event that full payment of invoices is not received within 60 days, RJHA reserves the right to cease providing services. 8. COPYRIGHT AND CREDIT RJHA and its consultants shall retain copyright on theatre designs that we create. RJHA and its consultants shall also be credited as theatre design consultant on any promotional material associated with the Project and on any signage at the construction site, should the project go forward beyond Phase 2, in accordance with the Phase 2 design. 9. PERIOD OF VALIDITY The terms described in this proposal must be accepted within 90 days from the date of issue. If this agreement is acceptable, please acknowledge your acceptance of the terms and conditions by signing below. Please return a signed copy to R. J. Heisenbottle Architects, PA. 10. WORK PRODUCT. All original sketches, tracings, drawings, computations, details, design calculations, work papers and other documents and plans that result from RJHA providing services hereunder shall be the property of PJHA, subject to CITY's right of use under this Agreement. Upon request, CITY shall receive a copy of said documents. Upon termination of this Agreement, or upon request of the CITY during the term of this Agreement the originals of any and all such docmnents shall be delivered to the CITY by RJHA, upon payment for the pertinent portion of services under this Agreement. RJHA shall have no liability for any use by the CITY of said documents, without the continued involvement of RJHA. 11. INSURANCE. a. PJHA shall indemnify, defend and save harmless CITY from any claim, demand or damage arising out of RJHA's performance or out of RJHA's activities under this Agreement. b. RJHA shall at all times carry professional liability insurance, workers' compensation insurance, comprehensive general liability insurance, and automotive liability insurance with minimum policy limits for each coverage in the amount of Three Hundred Thousand Dollars ($300,000.00) per occurrence, single limit, for property damage and bodily injury, including death, except that the dollar amount of workers compensation coverage shall be as provided by Chapter 440, Fla. Stat. The CITY shall be named as an additional insured on all of the above insurance policies, to the extent permitted by law. Each insurance policy shall state that it is not subject to cancellation or reduction in coverage without written notice to the CITY 30 days prior to the effective date of cancellation or reduction of coverage. 12. ASSIGNMENT. This Agreement shall not be assignable by either party. 13. PROHIBITION AGAINST CONTINGENT FEES. RJHA warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for RJHA, to solicit or secure this Agreement, and that it has not paid or agreed to pay any person(s), company, corporation, individual or firm, other than a bona fide employee working solely for RJHA, any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Agreement. Hov 18 99 03:53p 305-~S-9275 p.11 PREPARED AND OFFERED BY: R. J. }/EISENBOTTLE ARCHITECTS, PA RICHARD J. HEISENBOTTLE, AIA President Date AGREED AND ACCEPTED BY: Signature Eric M. Soroka City Manager City of Aventura, Florida Date CITY OF AVENTURA INVITATION TO SUBMIT QUALIFICATIONS 99-9-24-10 c'z?~, orE,cCC CULTURAL ARTS CENTER FEASIBILITY STUDY SUBMITTAL DATE: September 24, 1999 10:00 A.M. INVITATION TO SUBMIT QUALIFICATIONS ISQ #99-9-24-10 CITY OF AVENTURA CULTURAL ARTS CENTER FACILITY FEASIBILITY STUDY In accordance with the Consultants' Competitive Negotiation Act, Chapter 287.055, F.S., the City of Aventura invites qualified firms to submit qualifications to provide services to prepare a feasibility study for a Cultural Arts Center facility. Interested firms should pick-up the Invitation to Submit Qualifications package at the following location: Office of the City Manager City of Aventura 2999 N. E. 191 Street Suite 500 Aventura, FL 33180 Submittals must be received no later than 10:00 a.m. on September 24, 1999 and clearly marked on the outside "CULTURAL ARTS CENTER FACILITY FEASIBILITY STUDY" Late submittals will not be accepted. INVITATION TO SUBMIT QUALIFICATIONS SUBJECT: Cultural Arts Center Facility Feasibility Study OPENING DATE & TIME: September 24,1999 @ 10:00 A.M. SUBMIT TO: Office of the City Manager City of Aventura 2999 N.E. 191 Street, Suite 500 Aventura, Florida 33180 ISQ NUMBER: 99-9-24-10 INTENT The City of Aventura, Florida is inviting the submission of qualifications from qualified firms to provide a study to determine the feasibility of the City of Aventura constructing and operating a Cultural Arts Center facility. BACKGROUND The City of Aventura is located in Northeast Miami-Dade County. It is an affluent community with a tax base of $3.4 billion. The newly incorporated City of Aventura is in the initial phases of determining the feasibility of constructing a Cultural Arts Center to serve the needs of the community. The City of Aventura is approximately 3.2 square miles with an estimated current population of 23,000. The build out population is estimated to be 30,000. Prior to the City proceeding with obtaining funding and support for such a facility, the City Commission deems it to be prudent to conduct a feasibility study to determine if community need exists and whether the community can sustain the construction and operation of the facility on an ongoing basis. Based on preliminary research, a facility for 900 seating capacity and a maximum of 25,000 square feet was recommended. An estimated budget of $6,000,000 for design and construction was also recommended. Two locations have been identified for siting the facility: one on the Intracoastal at the end of N. E. 188th Street, and the other combined with the proposed redevelopment of the City's Town Center area. Funding for the construction of the facility most likely would be obtained from General Obligation Bonds and City reserves. This would result in a tax increase to support the debt service. 2 SERVICES SOUGHT The services will consist of the following: 1. Review the proposed project with City staff. 2. Conduct a cultural arts programs needs and facility assessment survey of the community. 3. Review proposed sites make and recommendations. 4. Determine whether the community can support the ongoing operations of the facility and if sufficient participation would be made by the community to attend events. 5. Determine the construction and operating costs of the facility. 6. Recommend types of cultural arts programs. 7. Recommend size of facility, number of seats and proposed footprint. 8. Inventory existing and available public and private cultural arts facilities. 9. Review funding alternatives. 10. Provide final recommendation on feasibility of project. CONTENT OF PROPOSAL Please submit the following information, with responses numbered accordingly, on 8.5" x 11" sheets: 1. Name, address and telephone number of firm. 2. Type of organization (i.e., individual, partnership, corporation, joint venture, etc.), year established, and address of home office if different than above. 3. Principals of the firm. 4. Person in charge of the proposed project. 5. Name, function, and qualifications of personnel in the organization who will be involved in this project. Please note, to receive further consideration, at least one person assigned to this project must, within the past five years, have conducted or assisted in the design and construction of comparable facilities. 3 6. Proposed time schedule for completion of the project. Provide examples of at least three other similar studies that the firm has worked on in the last five years. Identify those agencies and provide contact name and information of the individual at the respective agency who was responsible for project coordination. Proposer shall identify the members of this team who were involved with these buildings, the capacity and extent of their involvement, the firm with which they worked if other than the proposer's firm, and the scope of services provided for each of those facilities, and shall provide documentation of same. 8. Provide initial estimated cost projections for the study. Include hourly rates and multipliers. 9. General and professional liability insurance company name and extent of coverage. 10. Present projects being processed by the organization or individual firms (include name, type, location, owner, estimated construction cost and percent completed). 11. Future projects under contract by the organization or individual firms (include name, type, location, owner, estimated construction cost and proposed date l of completion of project). 12. Standard forms 254 and 255. 13. Any other information you feel is appropriate to assist in consultant selection. 14. Respondents must submit 5 copies of the proposals, one of which shall be unbound. 15. Submittals shall be received no later than 10:00 A.M. on September 24, 1999 and clearly marked on the outside" Cultural Arts Center Facility Feasibility Study ISQ" EVALUATION OF PROPOSALS 1. Written proposals will be evaluated by a Review Committee consisting of the City Manager, Community Services Director and Assistant to the City Manager. Evaluation will include the following criteria: Qualification and experience of personnel who will be directly involved in all elements of the work. Firm size, age, and organizational structure. Firm's experience with projects that are similar to the requests of this ISQ. 4 Completion schedule. Costs. 2. The top three proposals will be requested to make a formal presentation before the Review Committee. The Committee will recommend the ranking to the City Commission. The City Commission shall, by resolution, rank the firms and authorize negotiations pursuant to CCNA. QUESTIONS Questions concerning this Invitation to Submit Qualifications should be directed in writing to: Eric M. Soroka, City Manager City of Aventura 2999 NE 191 Street, Suite 500 Aventura, FL 33180 Fax (305) 466-8919 Issues of substance that are brought to the attention of the City will be responded to in writing, and copies provided to all firms who have received copies of the ISQ. CITY'S RIGHTS The City of Aventura reserves the right to accept or reject any and/or all proposals or parts of proposals, to workshop or negotiate any and all proposals, to waive irregularities, and to request re-proposals on the required materials or services. Final determination and award of proposal shall be made by the City Commission. All materials submitted in response to the Invitation to Submit Qualifications become the property of the City of Aventura and will be returned only at the option of the City. The City has the right to use any or all ideas presented in any response to the ISQ whether amended or not and selection or rejection of the Submittal does not affect this right, 2rovided however, that any submittal that has been provided to the City Manager's Office may be withdrawn prior to submittal opening time stated herein, upon proper identification and signature releasing submittal documents back to consultant. 5 CULTURAL ARTS CENTER, FEASIBILITY STUDY CITY OF AVENTURA, FLORIDA Firm Profile Webb Management Services, Inc. was founded in March 1997 as a management consulting practice for the development and operation of cultural facilities, and for the advancement of cultural organizations. The mission of Webb Management Services is to support the creative process with sound and imaginative planning for cultural facilities and organizations. It is our goal to provide high value to clients and create a body of work which has long term value to the arts and entertainment industries. Services include: Facility development studies: Comprehensive studies which provide clients with the information needed to make intelligent decisions about the construction, renovation, restoration or adaptive re- use of cultural facilities. These studies generally include analysis of the market area, consideration of possible uses and users of potential facilities, an inventory of other regional facilities, and assessment of the possible impacts and benefits associated with the project. Facility and organization business plans: Studies which guide Clients towards the successful operation of cultural organizations/facilities, addressing governance, staffing, facility operation, community access, pro-forma operating budgets, economic impact, and ongoing funding. Project management for cukural facility development: Ongoing services and support for organizations and communities engaged in the construction or renovation of cultural facilities, including design team selection, contract negotiation, integration with fundraising efforts, and planning for operations. Presenting and programming services for cultural facilities: The development and execution of programming and presenting plans, including the solicitation of facility operators, contract negotiation with local producers/presenters, and the booking of particular programs and events on behalf of facility owners. Organizational advancement plans: Studies which provide strategic planning support for cultural organizations and facilities, addressing such areas as strategies for audience development, the pursuit of additional earned revenues, organizational reviews/audits, staff re-organization and board development. Webb Management Services operates with the following goals in mind: Deliver effective and efficient services which are competent, comprehensive and collaborative Add value with creative solutions and ways to achieve them Develop long term client relationships to provide ongoing, high-value service Bring the right combination of skills and specialists to bear on the particular needs of each Client Duncan M. Webb, CMC Duncan M. Webb founded Webb Management Services, Inc. in March 1997 to provide management consulting services to the arts and entertainment industries. This step followed eight years as a management consultant for two related practices, and the successful completion of more than three dozen consulting assignments. Recent consuking assignments for Webb Management Services include a feasibility study for new performing arts facilkies at the Sundance resort in Utah, a business plan for a new metropolitan arts council in Kansas City, a renovation study for a 1,500-seat theater in Waukegan, Illinois and a market study for the City of Chicago to determine the potential for additional Broadway theaters in their downtown. From 1995 until the founding of his own firm, Webb was a director in the East Coast office of AMS Planning & Research, responsible for the preparation of a wide range of feasibility studies on the development and operation of cultural facilities for both the visual and performing arts. Examples include an operating plan for the Center for Arts and Sciences in Charleston, West Virginia; a feasibility study for a new performing arts center in Rochester, New York; and funded research for the National Association of Local Arts Agencies on the use of hotel and sales taxes as funding sources for the development and operation of cultural facilities. From 1989 to 1995, Webb was employed by Theatre Projects Consultants, Inc., the last three years as the managing director of their North American operations. Theatre Projects, now celebrating its 40'h anniversary, is one of the leading theatre consulting practices in the world, providing planning, auditorium design and equipment design services for a broad range of facility forms and sizes. At Theatre Projects, Webb completed more than one dozen consulting assignments, for projects ranging from community arts center feasibility studies to operating plans for theatre restorations. Examples include the New Amsterdam Theatre Restoration Study for Disney Development Corporation, a business plan for the Chan Shun Performing Arts Centre at the University of British Columbia and a feasibility study for a new community arts center in Jackson Hole, Wyoming. Previously, Mr. Webb was an active producer of commercial, industrial and experimental theatre in Canada, after starting his career in international banking. Producing highlights include the Canadian premieres of Children ora Lesser God, Blood Brothers and O~7~hans. He also developed marketing and sponsorship programs for the Canadian premiere of Les Miserables. A Certified Management Consultant (CMC), Webb has been an active speaker on arts marketing, management, financing and funding. From 1990 to 1993 he taught the Marketing the Performing Arts course at New York University's Graduate Program in Arts Administration. Webb has a BA in Economics from the University of Western Ontario and a Masters Degree in Business Administration from the University of Toronto. lie is also licensed as a private pilot. Webb Management Services Project List (1997-99) Community Arts Center Studies Anne Morton Theatre Feasibility Study, Riverside Theatre, Vero Beach, FL Friends of the Western Communities Arts Center Feasibility Study, Wellington, FL Kennett Symphony of Chester County Facility Feasibility Study, Kennett Square, PA Oldsmar Community Center Study, Oldsmar, FL Fond du Lac Facilities Feasibility Study, Fond du Lac, WI Colonial Park Arts Facilities Feasibility Study, Lebanon, OH Community Development Studies Downtown Chicago Theater Development Plan, Chicago, IL Cooper Square Urban Renewal Area Study, New York, NY Latino Cultural Center Needs Assessment, Chicago, 1L St. Louis 2004 Arts Facilities Master Plan, St. Louis, MO New Haven Cultural Facilities Master Plan, New Haven, CT Operations and Business Planning Greater Kansas City Arts Council Business Plan, Kansas City, MO Woodlands Theatre Business Plan, The Woodlands, Houston, TX Doolittle Theater Business Plan, Los Angeles, CA Sundance Theater Program Evaluation and Facility Feasibility Study, Sundance, UT Omaha Center for the Performing Arts Business Plan, Omaha, NE Harborview Center Evaluation and Business Plan, Clearwater, FL Utah Cultural Campus Business Plan, Salt Lake City, UT Raices Latino Music Archive Business Plan, New York, NY Piano Performing Arts Center Business Plan, Plano, TX Performing Arts Center Feasibility Studies Dallas Performing Arts Center Feasibility Study, Dallas, TX Greater Lansing Entertainment and Science Center Feasibility Study, Lansing, MI Ontaha Symphony Performing Arts Facility Study, Omaha, NE Sandy City Arts Center Feasibility Study, Sandy, UT Salt Lake City Theater Feasibility Study, Salt Lake City, UT Williamsburg Facilities Feasibility Study, Williamsburg, VA Restorations, Renovations and Adaptive Re-use Fitchburg Theater Restoration Study, Fitchburg, MA Genesee Theater Renovation Study, Waukegan, IL MacFadden Auditorium Renovation Study and Business Plan, Lebanon, TN Nosotros / Doolittle Theater Business Plan, Los Angeles, CA Vision Theater / Village Foundation Business Plan, Los Angeles, CA Carolina Theater Needs Assessment, Charlotte, NC College and University Projects University of Notre Dame Performing Arts Center Business Plan, South Bend, IN Cal State Monterey Bay Performing Arts Center Business Plan, Monterey Bay, CA Christopher Newport University Performing Arts Center Feasibility Study, Newport News, VA Cabrillo College Performing Arts Center Feasibility Study, Aptos, CA Purchase College Amphitheater Business Plan, Purchase, NY Largo Cultural Center Feoslblllly Stuo~, Largo, FL In 1992, Theatre Projects Consultants was hired by the City of Largo In association with Harvard JoiN, Clees, Toppe to write a feasibility study for a new community arts center. La~go is a community of 60,000 In the Tampo St. Petersburg region, well served by large pedo~nlng a~ facilities but, in 1992, lacking adequate foci#ties lo, local arts communffyofganlzatlons. The Theui,,~ ~oJects study, lecl by Duncan Webb, Identffiecl ~ need for new community focll~es on the I:x:~ts of o large and growing local market, the restrained grow~ of local an's programs, and thepotentlalposltlvelmpoctsofsuchfactlltiesonthecommunity. Onthe basls~thlsstudy, lt~eCity of Largo proceeded to develop new facilities, which opened In the Fall of 1996. The Cultural Center Includes a 333-seat audfforlum fcx musk~, theatre, dance and meeflng~ and a 3,800 square foot mu~ti-purpo~e room for barlquet~ ~ngs, classe~ and communttyevent~ The building is untvemolly considered a great succe~. There were over 300 days of use In the mulfl- i:upose room last year, and over 250 ot~ys of use in the theater. Last yea~s operating budget of $650,000 wa~ 75% ,suppod'ed by ean'~d r~, wtlh that level of operating efficiency expected to tncrease to over 80% this year. Cathy Santa, Dlrectm Park~ ond Recreation Depadment, C'lty of Largo Telept-K)ne: 813-587-6720 Oldsmar CommuniO~ Center Feasibility Study, Oldsmar, FL Harvard Jolly Clees Toppe was hired by the City of OIdsmar in 1994 to investigate the feasibility of developing a community arts center in this community of 10,000 on the north shore of Tampa Bay. Duncan Webb initially provided support for the study as a part of Theatre Projects Consultants, advising on the form and content ora community survey testing the concept and participating in a community planning session. Later, at AMS Planning & Research, Webb conducted a Needs Assessment, which considered the market size and characteristics for new facilities, the needs of local arts and community organizations, and the inventory of other regional facilities. This Needs Assessment concluded that the City should develop a community center to include a 400-500 seat multipurpose auditorium, rehearsal spaces, classrooms, catering facilities and offices for community organizations. In July 1997, Harvard Jolly Clees Toppe and Webb Management Services proceeded with the development ora facility concept for OIdsmar, including a conceptual design, space program, capital budget, operating model, pro-forma operating budget, economic impact analysis, and funding plan. The City has approved the plan and is now preparing to fund the initial planning and design of the Center. Nancy Mellican, Cultural Affairs Director City of Oldsmar Telephone: 813-855-5940 Riverside Theatre Feasibility Study, Vero Beach FL In April 1997, Webb Management Services was hired by the Riverside Theatre to write a feasibility study for a new studio theater at Riverside, which already includes the 600-seat Mamstage facility and the Agne Wahlstrom Youth Playhouse. The genes~s if this~ project was an approach by a local patron who offered to ftmd the development of a new space to hondr his wife. Recognizing the need for additional funds to satisfy the various facility requirements of the company and commtmity, Riverside decided to apply for a State funds to supplement the private pledge, thus mandating a comprehensive feasibility study. To complete the assignment, Webb undertook a needs assessment for the studio theater, considering potential market support of an additional venue, investigation of potential uses and users for the space, how it would affect other performing arts and community-oriented facilities around Vero Beach, and what impact it would have on the Riverside company in terms of people, programs and financial position. The study concluded that the new theater would be supported by the local market, well used by Riverside and other regional organizations, and unique relative to other local facilities. Riverside is currently awaiting the State's response and is preparing to begin Schematic Design of new theatre. Reference: Lynn Potter, Executive Director Riverside Theatre, Vero Beach Telephone: 561-231-5860 Cultural Arts Center Feasibility Study City of Aventura, Florida Richard J. Heisenbottle, AIA President R.J. Heisenbottle Architects PA Duncan Webb, President Webb Management Services Victor Gotesman, President Theatre Projects Consultants Cultural Arts Center Feasibility Study City of Aventura, Florida R.J. HEISENBOTTLE ARCHITECTS. 340 MINORCA AVENUE SUITE 10 CORAL GABLES, FL ARCHITECTS PLANNERS INTERIOR DESIGNERS Cultural Arts Center Feasibility Study City of Aventura, Florida R.J. HEISENBOTTLE 340 MINORCA AVENUE SUITE 10 CORAL GABLES, FL ARCHITECTS PLANNERS INTERIOR DESIGNERS Cultural Arts Center Feasibility Study City of Aventura, Florida R.J. HEISENBOTTLE ARCHITECTS, P. 340 MINORCA AVENUE SUITE 10 CORAL GABLES, FL ARCHITECTS PLANNERS INTERIOR DESIGNERS Cultural Arts Center Feasibility Study City of Aventura, Florida City of Aventura R.J. Heisenbottle Architects, P.A. Richard J. Heisenbottle, AIA Principal In Charge Theater Projects Consultants Victor Gotesman Principal-in-Charge Theater Consultants Webb Management Services Duncan Webb Principal-in-Charge Management Consultants I J.A. Condon & Associates John Yanoviak Principal-in-Charge Cost Consultants Cultural Arts Center Feasibility Study City of Aventura, Florida R.J. Heisenbottle Architects Services: · Administration/Coordination . Facility Size, Capacity & Footprint . Site Analysis . Budget Cost Estimate . Publish Final Feasibility Study Cultural Arts Center Feasibility Study City ef Aventura, Florida R.J. Heisenbottle Architects Relevant Experience: · Seminole Theater Feasibility Study . Athens Theater · Kings Point Theater . Overtown Lyric Theater . Gusman Center for the Performing Arts . Florida Memorial College Auditorium Cultural Arts Center Feasibility Study City of Aventura, Florida Webb Management Services Management consultants for the development and operation of performing arts facilities Market research, financial analysis and strategic planning Business planning approach 11 years of experience Cu~tura~ Arts Center Feasibility Study City ef Aventura, Florida Theatre Projects Consultants Over 40 years of theatre consulting experience Diverse team of experts Comprehensive approach to study process Integration of physical and operational planning Cultural Arts Center Feasibility Study City ef Aventura, Florida Relevant Experience · Omaha Center for the Performing Arts Study · St. Louis Cultural Assessment . Dallas Center for the Performing Arts . Genesee Theatre Operating Plan Cultural Arts Center Feasibility Study City of Aventura, Florida Florida Experience Martin County Oldsmar Wellington Vero Beach Coral Springs Jacksonville · Largo · Sunrise · W Palm Beach · Clearwater · Miami · Orlando Cultural Arts Center Feasibility Study City of Aventura, Florida Situation Analysis · Mission development · Study review · Cultural Arts Survey · Site(s) Analysis · Market analysis · Facility inventory Cultural Arts Center Feasibility Study City of Aventura, Florida Cultural Arts Programming · Interview local arts organizations · Review regional arts programming · Explore educational opportunities · Discover community needs Cultural Arts Center Feasibility Study City of Aventura, Florida Facility Recommendation · Conduct Facility Inventory · Review Community vision · Review cultural facility needs · Determine future usage of facility Cultural Arts Center Feasibifity Study City of Aventura, Florida Operating Plan Operating goals Activity profile Comparable projects · Operating model Cultural Arts Center Feasibility Study City ef Aventura, Flerida Operating Plan Scheduling charrette · Pro-forma operating budget Funding strategies Critical path Cultural Arts Center Feasibility Study City of Aventura, Florida £rff OOOL OO Y On-going Counsel & Support · Design team selection Project management · Economic impact analysis Hiring plan Cultural Arts Center Feasibility Study City of Aventura, Florida Key Issues Integration of physical and operating requirements Operational impact of new facilities Governance plan for new arts facilities Cultural Arts Center Feasibility Study City ef Aventura, Flerida Key Issues · Relate cultural development to community development · Matching facilities to programs · Exploring Aventura's local dynamics · Institutional preparation Cultural Arts Center Feasibility Study City of Aventura, Florida J.A. Condon & Associates, Inc. · Good Design and Limited Budgets are Not Exclusionary Parameters · Success Comes From Attention to Cost Parameters During the Programming & Design Process Cultural Arts Center Feasibility Study City of Aventura, Florida J.A. Condon & Associates, Inc. · We Believe Our Success is in Our Approach to: v'Programming/Feasibility ... and the establishment of realistic expectations at the outset of the project v'Design ... and the inclusion of cost planning v'Design Development ... and the constant use of cost monitoring v'Construction Drawings ... And quality cost estimating Cultural Arts Center Feasibility Study City of Aventura, Florida Size, Capacit ~nmen; Pi ~ Foo' ?ultura Budg~ Site 'ogram ~ Facili ~rint Progr~' ms Cost l ;stimat~ }alysis Recomr ~ Oper: Final Reeomrf Asses endati¢ ting Ex ~ndatio Stt ;ment, l ns )enses, i IS dy Con acility I review plete J~ nventor Funding ne 1, lg Altern$ )9 gwa ! :ives & Owner Cultural Arts Center Feasibility Study City of Aventura, Florida A Final Thought... We work in the arts, but it's all about politics and economics Cultural Arts Center Feasibility Study City of Aventura, Florida Richard J. Heisenbottle, AIA President R.J. Heisenbottle Architects PA Duncan Webb, President Webb Management Services Victor Gotesman, President Theatre Projects Consultants