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Item 12 - Award of Contract to Economic Research Assoc./Grossman,Symington & Good , ~~/Y~Zc;-21 AGENDA REPORT - ,~If' G df' CITY OF POW A Y REVISED ~ FROM: INITIATED BY: DATE: SUBJECT: Honorable Mayor and Members of the City Council James L. Bowersox, City Ma~ Susan M. Pulone, Director o~dministrative service~ August 29, 1989 '(" Award of Contract to Economic Research Associates/Grossman, Symington & Good to prepare a Comprehensive Marketing Plan TO: BACKGROUND One of the principals recommended for this project is Mr. Neil Good who died on August 24, 1989. The impact of his absence from the project needs to be eva- luated by the Business Advisory Committee and staff prior to awarding the contract for the project. RECOMMENDATION It is recommended that this item be removed from the calendar and rescheduled for a later date. JLB:SMP:nnn r ACTION: AUG 2 9 1989 IT ,: ff ~ ~ 1 of 43 AGENDA REPORT CITY OF POW A Y TO: FROM: INITIATED BY: Honorable Mayor and Members of the City Council James L. Bowersox, City Man~ Susan M. Pulone, Director of Administrative servi~ August 29, 1989 '1'. I Award of Contract to Economic Research Associates/Grossman, Symington & Good to prepare a Comprehensive Marketing Plan DATE: SUBJECT: BACKGROUND This item was continued from the August 1, 1989, City Council meeting due to Councilmembers Brannon and Goldsmith being absent and Councilmember Emery's request that it be continued until the full Council was present. Recommendation remains the same. REC0M4ENDATlON It is recommended that the City Council award the preparation of a comprehensive marketing plan to Economic Research Associates/Grossman, Symington & Good and authorize the City Manager to sign the contract for services. JLB:ml Attachments: 1) Staff report of August 1, 1989 ACTION: ~ " ....I. AUG 291989 ITEM 1 C. " , _.'-'_.:-..",_._.'v.C ,< .,.... \ ~..GENDA REPORT CITY OF POWAY .c-..., - TO: FROM: INITIATED BY: DATE: SUBJECT: Honorable Mayor and Members of the City Council James L. Bowersox, City Ma~ fP Susan M. Pulone, Director ~dministrative Servic August 1, 1989 Award of Contract to Economic Research Associates/Grossman, Symington & Good to Prepare a Comprehensive Marketing Plan ABSTRACT At the direction of the City Council, the Business Advisory Committee has solicited and reviewed proposals to prepare a comprehensive marketing plan for the City of Poway and recommends that Economic Research Associates/Grossman, Symington & Good be selected. BACKGROUND In January, a joint meeting of the City Council and Business Advisory Committee was held where the subject of the preparation of a comprehensive marketing plan was discussed. It was suggested that the Business Advisory Committee pursue the development of a Request for Proposals (RFP) as an element of their work program. The Business Advisory Committee prepared an RFP which was mailed to 52 firms/ individuals. The RFP included a scope of services to include three major elements: " 1. Internal Marketing -- The program, methods, themes and elements of promoting Poway businesses within the Poway business community, including promotion to residents, businesses, employees and other individuals who reside in, work in, or serve the City of Poway. 2. External Marketing -- The program, methods, themes and elements of promoting the Poway business community outside the City, .including promotion to adjacent communities, the greater San Diego County region and-beyond. This element addresses attracting businesses and customers to the City. 3. Public Relations -- The program and details to promote an overall positive image while meeting the goals of internal and external marketing. It would include identifyin9 the tools (brochures, publications, video, etc.) needed to undertake a comprehensive plan. ACTION: Continued to 8-29-89, 'rn. 1\Jli4>.> t:... M, Wahlsten, City Clerk AUG 291989 ITEM 1 2 of 43 ~~ .,..-;...;..-", .'"....~ ... Agenda Report August I, 1989 Page 2 FINDINGS Seven (7) proposals were received from qualified firms, and six (6) firms were interviewed by the Business Advisory Committee. The six firms interviewed were: 1) Economic Research Associates 2) Nuffer, Smith, Tucker J) Pacific Gateway Group 4) Smith-Masar-Johnston 5) Stoorza, Ziegaus & Metzger 6) The Gable Agency Subsequently, three firms were chosen as finalists and called for a second interview with the Business Advisory Committee. The three finalists were: 1) Economic Research Associates 2) Smith-Masar-Johnston 3) Stoorza, Ziegaus & Metzger The three finalists represented professional firms which were able to do an excellent job. They each had extensive experience and resources. Following two interviews, review of written materials and discussions with references, the Business Advisory Committee chose to recommend Economic Research Associates/Grossman, Symington & Good. Economic Research Associates (ERA) is a 31-year-old firm which specializes in the preparation of economic development strategies and programs for public and private sector organizations. They have prepared studies for the City of San Diego, County of San Diego, West Hollywood, Coalinga and Selma, Los Angeles CRA, Bakersfield/Kern County, County of Los Angeles, Atascadero, Ocean Beach, and Vista. ERA has offices in San Diego, Los Angeles, San Francisco, Seattle, Chicago, Boston, Washington DC, and Ft. Lauderdale. ERA has teamed with Grossman, Symington and Good, a San Diego firm specializing in public relations, public affairs and community relations with extensive experience in the County. The proJact principals will be Dave Wilcox and William Anderson for ERA and Neil Good and Tim Williams for Grossman, Symington & Good. The team offers a strong mix of experience and expertise in economic research, strategy develop- ment, public/private sector relations and public relations. Their complete proposal is attached to this report. The preparation of the comprehensive marketing plan as proposed by ERA will take approximately 13 weeks, and the firm is available to commence work immediately. FISCAL IMPACT The cost of the preparation of the comprehensive marketing plan proposed by ERA is $23,810. Adequate funds were included in the 1989-90 budget. The cost will be shared by the City and the Redevelopment Agency. J of 43 AUG 291989 ITEM 12 AUG 11989 ITEM 10 . "-'''' ~.~ " .~. ,,". .." 1'1 J " I Agenda Report August 1, 1989 Page 3 RECOMMENDATION It is recommended that the City Council award the preparation of a comprehensive marketing plan to Economic Research Associates/Grossman, Symington & Good and authorize the City Manager to sign the contract for services. JLB:SMP:eg Attachments: 1. Proposal to Develop a Comprehensive Marketing Plan, submitted by Economic Research Associates and Grossman, Symington & Good (Distributed to Council and City Manager) 4 of 43 AUG 291989 ITEM 1<: AUG 11989 ITEM 10 Economics Research Associates e.ra+ Los Angeles, Califomia San Francisco, California Seattle. Washington Chicago. illinOIS Boston, Massachusetts Washington, D.C. Ft. Lauderdale. Florida A Proposal to A DBVBLOP A COMPRBBBWSIVB MARKB1'IWG PLAW May 22. 1989 Submitted to 1'BB CI1'Y OP POWAY Submitted by BCODO.ic. Re.e.rch A..ociates GrO....D. Sy.iD9tOD . Good 5 of 43 AUG291989 ITEM AUG 11989 ITEM 1i 10 ,") .-, .,.. Economics Research Associates 1M........,........... CIIIc:.-.................D.C.. Fl~ 984 FIfth Avenue. Suite 214 San Diego. CaIIIomIa 92101 (619)544-1_ May 22, 1989 Ms. Susan Pulone Director of Administrative Services City of poway poway City Hall 13325 Civic Center Drive Poway, CA 92064 Ms. Pulone: The team of Economics Research Associates (ERA) and Grossman, Symington & Good are pleased to submit this proposal to develop a comprehensive marketing plan for the city. AS I had mentioned, ERA developed such a strategy for the new City of West Hollywood, which was successfully implemented. We also have extensive experience in community economic development and, therefore, can approach the marketing strategy from comprehensive economic perspective rather than just a marketing perspective. This proposal includes our statement of issues, a proposed scope of work, a proposed budget and schedule, a statement of qualifications, resumes of principal staff, and references. ERA has a professional staff of fourteen in Southern California and given an anticipated July 1 commencement, has staff availability to complete the assignment. Please call if you have any questions or need clarification. Sincerely, ud~ "d'k~~ William Anderson, AICP Principal 1 AUG 2 9 1989 ITEM AUG 1 1989 ITEM 12 10 6 of 43 - .-." ..., -.. .' - ., ~. ..., .. ,~, . --.. , . ~ -- - ~, , : J I" I SCOPE OF WORK I I I - I I I I L_ ! I A~EM 12 AUG 1198! ITEM 10 7 of 43 ,-, , ,--' . , UNDERSTANDING OP THE ASSIGNMENT Although poway is a well established community of San Diego County, it has been incorporated only since 1980 and is in the process, through its redevelopment activities and private business development, most notably Pomerado Business Park, of developing its identity as an economic and business sub-center of inland north San Diego County. Despite this economic growth, there is some concern that poway is not attracting its potential share of purchases in the region, particularly from residents in north poway and people living outside of the city. The City of poway and Poway's business community, represented by the Business Advisory Committee, would like to develop a comprehensive marketing plan for the city to attract local residents, workers, and businesses to shop and invest in the community, to attract people and business from outside of poway to shop and invest in Poway, and to promote an overall positive civic image. Through these marketing efforts, the city hopes to increase sales for both small and large merchants, create a stable and diversified economic base, and enhance the City's fiscal position. PROPOSED SCOPE OP SERVICES In response to these goals, the consulting team of Economics Research Associates and Grossman, Symington , Good propose the following scope of services, which may be amended to better meet the City's needs. 1.0 Orientation The consultant team will meet with City staff and the Business Advisory Committee to confirm the projects' goals, objectives, and scope of work, collect relevant demographic, economic and fiscal 2 8 of 43 AUG 291989 ITEM 12 AUG 1 1989 ITEM 10 data, collect pertinent prior reports, Business Survey, identify key contacts, between City and consultant team staff. The consultant team will review any materials collected at the orientation meetinq. includinq and make the completed introductions 2.0 Interviews and Communications Audit The consultant team will interview key representatives of qovernment and the business community to collect qualitative information and perceptions reqardinq Povay's historical, current, and future economi c development, ma jor marketinq opportunities, and Poway's current public imaqe. The consultant team will attempt to interview individuals representinq a cross-section of the city's business community, includinq industrial, retail, office, and real estate sectors, and small and larqe businesses. Grossman, Syminqton , Good will continue this phase to develop a .communications audit.. This audit will be desiqned to determine the attitUdes, opinions and perceptions of both Poway businesses and internal and external tarqet markets. The audit will include personal interviews and other survey techniques. The results of the audit will be used to formulate both community and public relations recommendations in the comprehensive marketinq plan. 3.0 Demoqraphic and Economic Profile Economics Research Associates will collect demoqraphic and economic data on both poway and the broader reqional market to identify existinq economic strenqths, future marketinq opportunities, and to qenerally provide a data basis for recommendations. Demoqraphic data to be collected include population, aqe distribution, educational levels, income distribution, employment by occupation, and employment by industry. Current statistics and projections will be used when available. 3 9 of 43 AUG 291989 ITEM 12 AUG 1 1989 ITEM 10 ".~.C-,"'." ~ .~ "'..' "0."';. ._ _ "~. () " Economic data to be analyzed include a review of sales tax and transient occupancy tax revenue trends, a comparison of commercial and industrial land values and rents in Poway versus the region, and a review of non-residential assessed valuation trends. ERA will make a qualitative assessment of the market.potential and orientation of major shopping areas in Poway, and a preliminary assessment of market capture for these areas based on standard industry assumptions for commercial market areas based on distance. ERA will also review competing business activity centers in the region. Pinally, ERA will review the types of non-retail businesses that now exist and are locating in poway through a review of business permit files, Chamber of Commerce lists, and interviews with commercial and industrial brokers. 4.0 Marketinq Workshop The consultant team will conduct a public workshop or forum on the marketing needs of Poway. Unlike the private sector, public agencies must be more sensitive to public perceptions of the work they do. By involving the people and businesses which are likely to be important to the success of the implementation of a marketing plan in the beginning stages, the city can lay an important foundation upon which to build. The forum will also aid in gaining public support for the funds necessary to implement the plan. The workshop will have a positive public relations effect, giving the city publicity early on as working to meet the needs of its residents by involving them in the process. 5.0 Review Pindinqs With Staff and Business Advisory Committee ~e results of the work conducted to date will be reviewed with City staff and the Business Advisory Committee to both inform the committee and to receive additional comments prior to developing the marking strategy. 6.0 Develop Preliminary Marketinq Plan 4 10 of 43 AUG291989 ITEM 12 AUG 1 1989 ITEM 10 The consultant team will develop a preliminary marketing plan for internal marketing of residents, employees, and businesses within poway and external marketing of residents and businesses outside of Poway. The plan will address target markets, promotional themes, recommended actions, strategies for implementation and organization, and sources of funding. 7.0 Review Preliminary Plan The preliminary comprehensive marketing plan will be reviewed with City staff and the Business Advisory Committee to receive comments and suggestions for modifications to the plan. 8.0 Develop Public Relations Strateqv After receiving c~mments regarding the internal and external marketing of Poway, Grossman Symington , Good will recommend a public relations program and tools for implementation to promote government and business understanding and good will, and to create an overall positive image for the city. 9.0 Prepare a Draft Pinal RepOTt The consultant team will prepare a draft final report which will describe Poway's strengths and opportunities, present the demographic and economic profile of the city, recommend a plan for internal marketing, recommend a plan for external marketing, and recommend a pUblic relations strategy. This draft will be reviewed with staff and the Business Advisory Committee. 10.0 Prepare Pinal Report -~er revising the draft per the City's and Business Advisory Committee's comments, the consultan~team will prepare and submit one original and ten copies of the final report to the City. 5 AUG 2 9 1989 ITEM AUG 11989 ITEM 12 10 11 of 43 ~. 11.0 Hearinqs l'he consultant team will make a presentation to the City Council. PROPOSED BODGEl' l'he total proposed budget is $23,810, of which $6,970 is budgeted for Grossman, Symington & Good, and $16,840 is budgeted for Economies Research Associates. scope of services are negotiable. l'he budget and corresponding :!!..!.l Consultant Hours 10.0 Final Report 11.0 Hearings SOB-l'Ol'AL Clerical/Report Production l'ravel/Miscellaneous Data 12 .!.l 245 Budqet $1,265 $3,495 $3,380 $1,055 $ 530 $4,710 $ 950 $2,040 $2,680 $1,090 $1,265 $22,460 $ 1,000 $ 350 1.0 Orientation 12 2.0 Interviews 40 3.0 Economic Profile 40 4.0 Marketing Workshop 12 5.0 BAC Meeting 6 6.0 Preliminary Plan 48 7.0 Review Plan 9 8.0 Public Relations Strategy 24 9.0 Draft Final Report 30 l'Ol'AL $23,810 6 12 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 TIME OF COMPLETION The tinal report will be submitted within eleven weeks, as tollows. ~ 1.0 Orientation Week 1 2.0 Interviews Weeks 2-3 3.0 Economic Profile Weeks 3-4 4.0 Marketing Workshop Week 5 5.0 BAC Meeting Week 6 6.0 Preliminary Plan Week 6-7 7.0 Review Plan Week 8 8.0 Public Relations Strategy Week 9 9.0 Draft Final Repore Week 10 10.0 Final Report Week 11 11.0 Hearings Week 13 QUALIFICATIONS The consulting team of Economics Research Associates and Grossman, Symington' Good provide a comprehensive approach based on solid economic research combined with civic pUblic relations experience to develop a implementable marketing plan. ERA, a 31 year old firm, prepares economic development strategies and programs tor a wide variety of municipalities, real estate development organizations, and non-profit organizations. Recent ERA eco.nomic development assignments include the tollowing. o West Hollywood Marketing Strategy o Coalinga and Selma Industrial Development Plan o Los Angeles Community Development Commission Redevelopment Project Information Brochure o Bakersfield/Xern County Enterprise Zone Application o ~ounty of Los Angeles Enterprise Zone Application 7 AUG291989 lTEM 12 AUG 11989 ITEM 10 13 of 43 ",\ "\ ) o Atascadero Economic Development Study o Ocean Beach Commercial Revitalization Study o Vista Downtown Development Concepts Study o Linda Vista Economic Development Study o Mercado del Barrio Feasibility Study (City of San Diego) o Mid-City Redevelopment Feasibility Study (City of San Diego) . o Spring Valley Economic Development Study Grossman, Symington, Good (a San Diego WBE business) offers a full range of communication services specializing in public relations, public affairs and community relations. The firm stresses the importance of a comprehensive communications program and has the capability .to develop programs specifically suited for the cl~ent's needs and goals -- both long term and short term __ and has an excellent reputation for arranging promotions and special events around the country for national clients. The firm designs and implements promotions to generate maximum publicity, awareness for the client's services and increased sales, and/or contacts with the target markets. The company has a specialty in public affairs. Two principals, Nikki Symington and Neil Good, have over 40 years combined experience in local, regional and state qovernment. Statements of qualifications for each firm are contained in the qualifications section of this proposal. Staff ERA will be represented by David A. Wilcox, Senior Vice- Presi~nt and William Anderson, Principal, with staff assistance from junior staff. Mr. Wilcox has over 20 years experience in community economic development and was formerly assistant deputy director for the Los Angeles Community Redevelopment Agency, Mr. Wilcox directed ERA' s marketing and community development studies for the City of West Hollywood, the County of Los Angeles, 8 14 of 43 AUG 2 9 1989 IT E M 1 ; AUG 11989 ITEM 10 and numerous cities in Southern California. Mr. Anderson is principal in charge of San Diego projects, and was project manager for ERA'S community development studies in Ocean Beach, Linda Vista, Barrio Logan, Vista, Carlsbad, and Mid- City (San Diego), and has completed industrial studies of the 1-15 corridor for private clients. Gros.man, Neil Good and Symington , Good Nikki Symington. will be represented by principals Both principals have extensive promotion experience in San Diego County. Ms. Symington's activities assisted the incorporations of Santee, Solana Beach, and Lemon Grove. Mr. Good was on the founding board of the Downtown Marketing Consortium for downtown San Diego. Resumes of the above principal staff members are presented in the resume section of this proposal. REFERENCES Economics Research Associates references are as follows: o Peggy Goldstein Senior Planner, Office of Special Projects Chief Administrative Office County of San Diego 1600 Pacific Highway San Diego, California 92101-2472 (619) 53l-S278 o Charles Zimmerman Community Development Director of Vista (formerly) 27282 Principe Mission Viejo, California 92692 (714) 364-3838 o Mark Winogrond Director of Community Development City of West Hollywood 8611 West Santa Monica Bo~levard West Hollywood, California 90069 (213) 854-7475 9 15 of 43 AUG 29 1989 ll'sM 12 AUG 11989 ITEM 10 n o Walt Hauschauldt City of San Diego Economic Development Division Security Pacific Plaza 1200 Third Avenue, Suite 1620 San Diego, California 92101 (619) 236-6039 o Ms. Ella Paris City of San Diego Planning Department 202 C Street, 4th Floor City Administration Building San Diego, California 92101 (619) 236-5860 .'" j Grossman, Symington & Goods references are as follows: o William Davis Director of Student Services Grossmont Union High School District P.O. Box 1043 La Mesa, California 92041 o Ron Barbieri Managing Director Mountain West 11722 Sorrento Valley Rd., Ste C San Diego. California 92121 o Carrol Armstrong Marketing Director San Diego Convention Center 225 Broadway, Ste 710 San Diego, California 92101 (619) 239-1989 o Murray Galinson President & CEO San Diego National Bank 1420 ~ettner Boulevard San Diego, California 921Ql (619) 231-4989 10 16 of 43 AUG 291989 ITEM AUG 1 1989 IT E M 12 In , J , I oQUALIFI(:ATIONS I I I I --~ AUG 291989 ITEM 12 AUG 11989 ITEM 10 17 of 43 ,-t '. 0. " ./ I SUMMARY OF SELECT ECONOMICS RESEARCH ASSOCIATES COMMUNITY REVITALIZATION AND URBAN DEVELOPMENT PROJECTS ~iEM AUG 1 1989 IT E M 12 18 of 43 10 .1 CITY OF MOSCOW, IDAHO Downtowu Revitalization Study ERA conducted an economic and market study of the retail potential of Moscow, Idaho's, Central Businesa District. As a result of thia study, ERA recolIIDIended a $1.4 III1llion Main Street improvement program. This program was 50 percent funded by EDA and 50-percent funded by a local improvement district. The project has been fully constructed just four years after the ERA study. CITY OF BURLINGTON, VERMONT Downtown Retail Strategy In recent years the threat of a proposed 400,000-square-foot sub- urban retail mall has stifled downtown revitalization activities in Burlington. ERA prepared a comprehensive retail development plan for Burlington's downtown business district. A survey of 215 retail establish- ments was conducted to determine existing retail productivity levels and operating characteristics. Future economic growth potentials for the down- town were identified and a detailed management, marketing and financial strategy was prepared. As a result of ERA's work, the Urban Mass Transportation Administration committed $5.7 million to downtown public improvements and $1.5 million was raised from city residents, through a bond referendum for infrastructure improvements. These public improve- ments, including a two block pedestrian mall, are now in place and have stimulated $5 million in private investment. CITY OF HOUSTON, TEXAS Houston's Fourth Ward Redevelopment Options Houston's Fourth Ward comprises 104 city blocks immediately west of the Central Business District. It is one of the oldest and most deterio- rated areas of the city, primarily comprising substandard renter-occupied wood-frame residences which cannot be economically rehabilitated; and a 1,000 unit public housing project compl~ed in 1942, and in urgent need of remodeling or replacement. The land is potentially the moat valuable in the city: however, redevelopment would create severe relocation problems for the Ward's residents. ERA's assignment involved the formulation and analysis of realistic redevelopment options giving equal consideration to economic and social impacts, which would lead to a workable recommended redevelopment program for all concerned. 19 of 43 AUG 291989 ITEM AUG 11989 ITEM 12 10 '0...."': .^" :. '"'l 42nd STREET REDEVELOPMENT CORPORATION. NEW YORK CITY Revitalization of the 42nd Street Area ERA has performed a series of assignments for the 42nd Street Redevelopment Corporation, including a comprehensive analysis of the eco- nomic, market and financial variables for the revitalization of the 42nd Street area in midtown Manhattan. This ambitious undertaking contemplates the acquisition and redevelopment of two square blocks and will entail the restoration of six theaters and development of an innovative cultural and science exhibition museum. dining and entertainment center. ERA has been involved in this project since its inception and has completed such tasks as: an economic impact analysis, analysis of visitation patterns. finan- cial pro formas and the adaptive use alternatives to existing historical structures. The funding for this major urban revitalization process was made possible through a grant from the Ford Foundation. COUNTY OF LOS ANGELES COMMUNITY DEVELOPMENT COMMISSION Community Business Revitalization (CBR) Planning for 12 Unincorporated Commercial Areas of Los Angeles County ERA, acting as team leader, conducted comprehensive evaluations of market, physical and socioeconomic conditions and trends in each of the 12 older target communities in an effort to ascertain the most efficient use of CDBG funds to cause commercial and industrial reinvestment. A separate implementation program plan, involving merchant associations. was created for each district, with a partnership investment schedule. A proposed rehab loan and rebate program has been implemented. The planning process culminated in the formulation of community-specific business revitalization plans now in first year implementation. drawing down over $7 million. HISTORIC TAHPA/HILLSBOROUGH COUNTY PRESERVATION BOARD Tampa Historic District Revitalization Plan ---ERA conducted a atudy to determine the potentiala for the revitali- zation of a 70-acre historic district loc~ted approximately five minutes from downtown Tampa, Florida. Ybor City, home of the U.S. cigar industry. once was the home of a vibrant Latin community and the cultural center of west Central Florida. The atudy area contains significant architectural resources in the Spanish vernacular as well as undeveloped land cleared of structures during an earlier urban renewal attempt. Extensive studies for the site included analyses of foreign and domestic tourism potentials; marketa for housing, retail, office, and entertainment; and options for managing and financing the project. Working with an architectural firm, a physical plan for the district was developed and presented to citizens groups and City Council members. This plan delineated the distribution of land uses and the aupportable and desirable levels of development of the approved redevelopment plan. 20 of 43 AUG 291989 ITEM AUG 11989 ITEM 12 In PHILADELPHIA REDEVELOPMENT AUTHORITY Market Street East Redevelopment Project ERA has served as economic and development consultant for the Market Street East redevelopment project. This project involves the intensive rebuilding of a ten block area in Center City, Philadelphia. The result will be a multilevel transportation mall complex, including an underground rail tunnel and commuter terminal, retail shopping arcades. department atorea, office buildings, hotel, parking structures, off-street bus loading facilities and direct connection with existing subway systems. Private structures will contain several million square feet of office space and more than 1.million square feet of retail space. Total investment, upon completion, will reach $600 million. Portions of the project that have been completed include a new Gimbels Department Store, four level retail mall connecting the new store with an existing store, a multilevel parking garage. and an office building. The commuter rail is under construction. The project has received a UDAG grant and $300,000 from UMPTA for construc- tion of the commuter rail tunnel. MONTGOMERY COUNTY DEPARTMENT OF COMMllNITY AND ECONOMIC DEVELOPMENT Market AnalYSis for Nei~hborhood Business District Montgomery County, Maryland, has evidenced the decline of its older retail areas, otherwise known as older Neighborhood Business Districts. County officials selected ERA to conduct a detailed market analysis of the Flower Avenue-Piney Branch area, as a pilot project to test how the county and private sector could join together in revitalizing older retail areas. ERA identified existing problems and opportunities and developed appropriate strategies and programs for revitalization of the designated area. Subsequent to this study, Montgomery County received the first com- mercial loan grant prOVided by the State of Maryland. CITY OF OCEANSIDE REDEVELOPMENT AGENCY Oceans~ Downtown Redevelopment ERA was selected to conduct a series of economic and marketability studies for the downtown redevelopment area of Oceanside, California. This study evaluated virtually all possible uses for downtown Oceanside and recommended development of a specialty restaurant and Shopping center, a conference center and a hotel. Primary research included a mail survey of 550 businesses in the downtown and a direct contact survey of 880 Marines stationed at Camp Pendleton to determine retail spending impact. 21 of 43 AUG 2 9 1989 IT E M 12 AUG 1 1989 1l1:.1V1 10 f\ c) CITY OF KALAMAZOO. MICHIGAN Kalamazoo Downtown Revitalization Study Working closely with the City of Kalamazoo, ERA developed a series of strategies to revitalize the City's Central Business Diatrict. In the first phase of the study. a detailed analysis was conducted of the markets for retail gooda and services, office space, hotel accommodations, and housing in the CBD. The second phase consisted of the setting of both overall and specific goals for redevelopment of the downtown by members of the community's private and public sectors with ERA providing input. The final phase entailed the preparation of financial pro formas for a number of possible alternatives. CITY OF DALLAS. TEXAS Maple Avenue Commercial Revitalization The City of Dallas and the Dallas Mexican Chamber of Commerce retained ERA to develop a practical commercial revitalization program that would allow existing owners and tenants the opportunity to reinvest in partnership with the city through a thematic contemporary definition of the area's "Little Mexico. character. The basic issue has been the need to define delivery mechanisms that allow Hispanic businesspersons to invest and reinvest along Maple Avenue, in the face of highly speculative land assembly for very large scale developments which are intruding on the street. REDEVELOPMENT AGENCY OF NORWALK, CONNECTICUT Historic Waterfront Revitalization Strategy The Redevelopment Agency of Norwalk, Connecticut, retained ERA. along with a team of architects and planners, to develop a revitalization strategy for a deteriorating waterfront area in Norwalk. The study included an analysis of the market support for retail development along two maj&r-streets; the reuse potential of older, historic buildings; and the development potential of a maritime cent~r which would include an aquarium and marine history museum. As part of the study, merchants in the study area were surveyed and projections were made of the supportable levels of retail space under different revitalization scenarios. The study concluded with a strategy to link the retail area with the waterfront parcel, thereby promoting retail activity. As a result of the planning process, the City of Norwalk has sold key historic buildings to a developer, renovations there are under way, and major street and sidewalk improvements are under construction. 22 of 43 AUG 2 9 1989 11 E M 12 AUG 11989 ITEM 10 .. , ,/ SAN FRANCISCO REDEVELOPMENT AGENCY Yerba Buena Center Economic Planning ERA has served as the economic consultant to the San Francisco Redevelopment Agency on the Yerba Buena Center Project over the past three years. Responsibilities included market planning, the creation of a viable aixed-use development package which included Yerba Buena Gardens, evalua- tion of developer qualifications, selection of the Olympia York Development Team, refinement of the developer's proposal, and negotiations with the developer. TOWN OF CAPITOL HEIGHTS, MARYLAND Commercial Area Revitalization The town of Capitol Heights, Maryland, is presently involved in an ambitious program of commercial revitalization. An obsolete strip of deteriorated commercial properties has been phased out through a program of rezoning and property acquisition. Simultaneously, the town has been pro- viding major street improvements to coincide with the opening of the new Ketro transit station. ERA is assisting the town by providing an update of earlier market analyses, and formulating a development program for new commercial projects adjacent to the transit station. ERA is presently involved in a packaging role through intense three-way negotiations among a private developer, the town of Capitol Heights and the Maryland Industrial Commercial Redevelopment Fund (MICRF). Upon implementation of the town center project, Capitol Heights will, in effect, have relocated its commer- cial center from an obsolete highway strip to a new focus at the Metro station. WICHITA URBAN RENEWAL AGENCY Attractions Management Program ERA analyzed eight existing separately managed publicly owned his- tOriecr, cultural and recreational attractions within the Central Business District of Wichita, Kansas, and recommenfted a common programming and multi-seasonal event scheduling organization which promotes downtown as a desirable regional and national visitor attraction network. The attrac- tions which lie along a 2-mile route include Cow Town, Hi Mid American Indian Center, Union Station and the Rock Island Depot, and the Century II Conference Center. 23 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 n CITY OF FAIRBANKS, ALASKA Downtown Development Program ERA wrote the ordinance creating the Fairbanks Development Authority, proposed a first draft low-interest rate commercial rehabilita- tion loan program the FDA subsequently revised and negotiated with a local bank, and developed a practical work program for downtown revitalization. The City has subsequently received some $5 million for implementation projects from the State of Alaska. GOVERNOR'S OFFICE OF PLANNING AND BUDGET Development Program for the Georgia Railroad Freight Depot Economics Research. Associates was retained by the Governor's Office of Planning and Budget of the State of Georgia to examine the development potential of the Georgia Railroad Freight Depot, the oldest building in downtown Atlanta. The purpose of the study was to define a redevelopment plan which would be fiscally sound for the state, and supportive of efforts to revitalize Underground Atlanta, an adjacent commercial development, as well as generally complement development trends in Atlanta's Central Business District. The study was divided into two phases. In Phase I, a variety of revenue-producing reuses were considered for the depot and the feasible reuse possibilities were organized into a number of alternative development concepts. Phase II consisted of a detailed development strat- egy and implementation program for the selected reuse of the depot. CITY OF CORVALLIS, OREGON Corvallis Downtown Revitalization ERA conducted an evaluation of existing conditions and market poten- tials as part of the economic and market analysis for the Downtown Corvallis Revitalization Study.' This involved interviews with local mer- chants, realtors and analysts, as well as the review of existing data. The&eLdata contributed to a more precise understanding of the downtown potential and enabled ERA to develop an action program aimed st ways of enhancing shopping patterns and retail dynamics of the Central Business District. 24 of 43 AUG 2 9 1989 IT E M 1 c AUG 11989 ITEM 10 CITY OF VIRGINIA, MINNESOTA Downtown Revitalization ERA completed an assignment involving downtown commercial revitali- zation which recommended a straightforward step-by-step approach to commer- cial rehabilitation of buildings more than 50 years old. The city is proceeding with implementation. CITY OF BUENA PARlt., CALIFORNIA Central Business District Redevelopment Project ERA assisted the city in all aspects of redevelopment planning and adoption procedures, leading to adoption by the city of its first redevel- opment project after two.previously unsuccessful attempts by the city itself. Services included analyses of project gross and net costs, support of city intentions before the Orange County Fiscal Review Commdttee, and extensive public meetings over an ll-month period. ERA was then requested to help devise a low interest rate commercial rehabilitation loan program for implementation within the project area, and also assisted the city staff in selection of a major bank as the program lender. CITY OF NEW BRUNSWICK, NEW JERSEY Hiram Street Revitalization The Hiram Street ares of New Brunswick, which is the historic busi- ness district of the city, had entered into a state of physical deteriora- tion and abandonment. ERA, as part of a consulting team, wss retained by the City of New Brunswick to evaluate the market and physical potential of the Hiram Street area. An important input of thia assignment was the formation of a realistic development program for revitalization of the area which placed an emphasis on reuse and restoration of structures of histor- ical significance. CITY OF LOS ANGELES, CALIFORNIA Commercial Area Revitalization ERA assessed the feasibility of introducing a commercial structure rehabilitation loan program in the Chinatown, Pico-Union and Boyle Heights/Soto Street districts of the city. As a result of the effort, the city selected Boyle.Heights and Pi co-Union for initiation of the .CARE" (Commercial Area Revitalization Effort) program and, in addition, deter- mined to pursue redevelopment in the Chinatown area. 25 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 ..:c:. _',,,,. _~~ .._, .,~. .:~~ ~.... ......~ <.~ _~. ,. o "" , CITY OF DE PEKE, WISCONSIN Downtown Revitalization Study ERA, working jointly with an architectural and planning firm, com- pleted a comprehensive revitalization study for the City of De Pere, Wisconsin, focusing upon the potential redevelopment of a designated dis- trict in the downtown. The study included an analysis of population, employment, and income trends and an assessment of the market for retail goods and services, office space, housing and transient accommodations. ERA analyzed the competitive position of De Pere relative to other retail centers in the Green Bay SMSA and found that addition of retail activity could be supported in the City and in the TIF district, but only if certain physical improvements such as improved parking, urban landscaping, signage, and upgraded building facades were made in a timely manner. The City has already taken a number of steps to implement the recommendations made in this study. CITY OF SANTA BARBARA Santa Barbara Lower State Street Revitalization ERA has successfully helped the City of Santa Barbara form the Lower State Street Parking Assessment District. ERA suggested the adopted formula and negotiated the cost sharing between the property owners, the Community Redevelopment Agency and the Parking District. When the business community agreed to acquire this lot partially funded by assessments against their properties, the Redevelopment Agency agreed to spend approxi- mately eight million dollars to improve the Lower State Street area. SALT LAKE CITY CORPORATION Multiple Ethnic Commercial Area Revitalization ERA has completed several studies for the Salt Lake City community, including industrial park development, and commercial area revitalization. The-tatest project was a feasibility study for the International Market Place specialty retail development just west of the downtown area. This project was designed to serve local ethnic community retail needs, to provide commercial diversity to the regional population and to generate tourist dollars. Developers are moving ahead with this project. AUG291989 ITEM 12 AUG 11989 ITEM 10 26 of 43 . ) CITY OF GRAND HAVEN, KICHIGAN Downtown Revitalization Study Working closely wich che local downcown developmenc auChority and an architecture and planning firm, ERA identified the mosC favorable economic development strategies for the downtown area of Grand Haven baaed on detailed analyses of local retail, office apace and transient accommoda- tions markets. The study's recommendations have been incorporated in a prospectus sent to developers and investors throughout the country by the City of Grand Haven. SAN JOSE REDEVELOPMENT AGENCY San Jose Downtown Deve1~pment - ERA contributed heavily to the creation of a realistic downtown redevelopment package for the City of San Jose, California, which attracted 13 major mixed-use development proposals after the previous plan had generated no activity for five years. In addition to market analysis and planning evaluation, ERA assisted the Redevelopment Agency with preparation of the solicitation package, evaluation of development teams, selection of the Campeau/Hahn team, negociations with the development parties, and refinement of project plans. The plan for this San Jose Redeve10pmenc Project includes a transic mall. TOWN OF HARRISON, NEW YORK Marketability Study for Downtown Harrison The town/village of Harrison retained ERA to identify existing problems and opportunities and to develop appropriate strategies and programs for revitalization of the commercial area. ERA conducted business and ahopper aurveys and provided analyses of professional office space, housing and other development opportunities. Specifically, ERA analyzed the retail market potential for the business discrict and provided sugges- tio~to improve store mix and other improvement for the area. CITY OF SANTA ANA, CALIFORNIA General Plan Revision Santa Ana commissioned a consultant team to prepare a full general plan revision. ERA developed the economic growth and change forecasts, analyzed the future fiscal impacts of three alternstive land use mixes, and proposed an economic development element within the overall general plan. All materials were prepared as issue papers for extensive discussions with the large and diverse Citizens Advisory Committee. 27 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 -..., ,:-...." ROUSING AUTHORITY OF THE COUNTY OF LOS ANGELES Marketing Program for Section 8 Housing Units This study snalyzed the continuing feasibility of capturing Section 8 existing housing units with fair market rents in Los Angeles County. The assignment also included recommendations concerning marketing approaches, administrative and management policies and staff training. BACoLA has dramatically increased the nUlllber of "certificate holders" and the existing housing unit capture rate. CITY OF SAVANNAH, GEORGIA Revitalization Strategy for Downtown Savannah ERA completed an overall economic development plan for the downtown area of Savannah, Georgia: In this project, ERA prepared analyses of the market support for a farmers' market, office, retail and other uses, con- ducted shoppers and merchants surveys and identified and prepared a prospectus for six development opportunities, including the reuse of two historically significant buildings. A special analysis on ways to improve retail trade on Broughton Street, the main shopping district in the down- town, was also conducted. CITY OF GLOUCESTER, MASSACHUSETTS I ,I Downtown Economic Development Study ERA was retained to evaluate market parameters for retail, office, residential, marina and hotel uses in the seriously deteriorated downtown/waterfront area of Gloucester. The specific objectives of the study were to develop ten-year projections of demand for each land use category in the downtown area: analyze the impact of the tourist market potential on business activity in the downtown: determine reuse potentials of upper floor commercial space: evaluate the potentials of attracting a junior department store to the downtown: and analyze ways public-private initiatives could influence the market potentials for uses being analyzed. ERA's work was used as a basis for detailed physical and trans- portation plans of the area. 28 of 43 AUG 2 9 1989 IT E M 12 AUG 11989 ITEM 10 J SUMMARY OF SELECT ECONOMICS RESEARCH ASSOCIATES SAN DIEGO PROJECTS I!l& ~~ 12 AUG 291989 liEn AUG 11989 ITEM 10 29 of 43 /"') ", i SAN DIEGO HALL OF SCIENCE Reuben H. Fleet Theater and Science Center Expansion Feasibility Study ERA was retained to analyze the market potential and economic feasibility of a proposed expansion program at the Reuben H. Fleet Theater in San Diego. ERA's tasks in this assignment included assessment of expan- sion concept alternatives, analysis of the museum and space theater's market and financial performance, and analysis of the financial impact of the expansion program. LEISURE TECHNOLOGY, INC. Market Review for Leisure Villa~e Adult Community ERA was retained by Leisure Technology to update our original market research pertaining to the Leisure Village Ocean Hills adult community near Oceanside, California. The purpose of our work was to refine marketing programs and establish new benchmarks for pricing and absorption forecasts after two years of extremely successful sales at the project for which ERA conducted the original market research. CENTRE CITY DEVELOPMENT CORPORATION Horton Plaza Theatres Management Analysis ERA was retained by the Centre City Development Corporation (CCDC) of San Diego to assist in the negotiation of a management contract for two theatres in Horton Plaza. As part of a major retail development, the devel- opers of Horton Plaza included space for two live performance theatres. Leased at nominal rent to the City, these theatres required management agreements to be developed between the CCDe and a local theatre company. ERA provided economic and management analyses to CCDC staff in support of contract negotiations. CITY OF CARLSBAD, CALIFORNIA Carlsbad Redevelopment Area Economic, Circulation and Design Study ERA was retained to study the accomplishments of a four-year-old redevelopment effort, to assess current demand and need for adaptation of policies, and to make recommendations for future redevelopment program implementation. The three volume report covers market analysis for five land uses, urban design scenarios provided 'by POD Inc., circulation and parking study by Kaku Associates, and ERA's implementation recommendations and fiscal impact analysis. The City of Carlsbad is putting the recommenda- tions into effect at this time. 30 of 43 AUG 291989 ITEM 1; AUG 11989 ITEM 10 , UNIVERSITY OF CALIFORNIA, SAN DIEGO On-Campus Housing Demand and Financin~ Strategy ERA was retained to examine long-term demand for on-campus housing tt the University of California at San Diego. Based upon anticipated demand as well as results of a survey of 50 academic inatitutions, ERA provided devel- opment and financing recommendations. SOUTH BAY CULTURAL ARTS CENTER Evaluation of Market Potential for Cultural Arts Center in Chula Vista ERA evaluated market support for a proposed performing arts facility to be developed within the newly master-planned Eastlake area of Chula Vista in south San Diego County. The market analysis reflected user demand from numerous arts organizations in the South Bay Regional area with few existing facilities available despite the abundance of users and spaces in nearby San Diego. The recommended development program outlined an 850-seat theater with supporting spaces including rehearsal hall, box office, lobby and conference rooms. VICTOR PALMIERI AND COMPANY, INC. Valuation La Costa Landholdings ERA was retained by the Victor Palmieri and Company to prepare a valuation of the entire remaining undeveloped landholdings at the La Costa residential community in San Diego County. Our analysis was based on a residual approach, following our preparation of forecasts of cash flow from the present time through completion of development of the remaining hold- ings, which totaled over 2,600 acres, with specific plans for over 7,300 dwelling units. - Aveo COMMUNITY DEVELOPERS Rane!m Bernardo Rancho Bernardo, located in San Diego, California, is one of the nation's most successful new communities. ERA was retained to analyze economic returns from Rancho Bernardo under alternative development strate- gies. At the time of the study, the property was approximately 50 percent built-out with some 5,100 units remaining to be constructed, in addition to 200 acres of industrial, 50 acres of commercial, and several income- producing properties in inventory. The principal strategies evaluated included providing primary infrastructure and selling unimproved sites to residential builders: and land development and home building on the prop- erty. An issue analyzed in the course of the study was the actual v~lue of the home-building function as distinguished from the residential value of the landholdings. 31 of 43 AUG 291989 ITEM 12 AUG 11989 ITEM 10 o ,,,\ , ',F WILLIAM J. BIELSER AND ASSOCIATES Karket and Locational Analysis of Full-Service Retirement Living in San Diego Retirement Residences of the West, Inc., is proposing to develop a large-scale retirement community in the vicinity of San Diego, California. As envisioned, the project would be similar in concept to some existing full-service retirement communities in that residents would be offered a continuum of services including independent living, .housekeeping, and main- tenance, congregate meal services and activities, and a full range of medical services. However, the proposed project would differ from any currently occupied facility in that independent living units in the project would be offered for sale as condominiums to be owned in fee simple. This unique combination has been pioneered by Retirement Residences of the West in conjunction with other investors in the Villa Karin project currently under construction in San Rafael. Like Villa Karin, the San Diego retire- ment community would be designed to appeal to the most affluent segment of the market. Before' pr.oceeding with their San Diego project, Retirement Residences of the West retained ERA to evaluate market support for the proposed concept in San Diego County, and to analyze various locations in the market area for such a retirement community. VICTOR PALMIERI AND COMPANY, INC. San Diego New Communities ERA was retained by Victor Palmieri and Company to perform a market and financial evaluation of three major new communities in San Diego total- ing over 9,500 acres. These are Rancho Penasquitos, a major single-family oriented development some 25 miles north of San Diego; University City, San Diego's major high-intensity commercial and residential community southeast of San Diego: and the South Bay Properties, a middle-income residential community southeast of San Diego. ERA prepared a build-out market and financial analysis of each community and established estimates of value for guidelines in evaluating purchase proposals. Subsequently, ERA worked with both Palmieri and Genstar Industries in determining the appropriate purchase price for the ultimate $95 million acquisition. Value estimates were estab- lished based on alternative market scenarios, utilizing ERA's computerized Land Development Model. COUNTY OF SAN DIEGO, CALIFORNIA Feasibility Study of Off-Road Vehicle Park at Otay Mesa ERA participated as a subcontractor in the feasibility study for an off-road vehicle recreation park on the Otay Mesa in southern San Diego County. ERA estimated attendance potential, estimated land acquisition costs, and recommended admission prices and policies. AUG 2 9 1989 II !:.I~I i '2 32 of 43 AUG 1 1989 ITEM 10 . ; WILLIAM LEE COMPANY Aquaeic Park ERA conducted a market suppOrt and financial performance evaluation for a moderaee-scale aquatic park in North San Diego County. The site considered is a public park, with a proposed independent developmene/opera- tion on a land lease basis. The analysis considered limitations on attrac- tion scale imposed by the designated site area available for water elements and available parlt1ng area. R. J. CLARK DEVELOPMENT CORPORATION Analysis of Market Support and Financial Performance of the Cresta Mesa Congregate Care Senior Housing Project R.J. Clark Development Corporation reeained ERA to evaluaee the market and financial potential of the independent living residential compo- nent of their proposed continuing care facility in the Encinitas area of North San Diego County. In addition to the 200 independent living units offered on a rental basis, the development would include a 200-bed nursing home complex. STANDARD PACIFIC OF SAN DIEGO Market Demand AnalysiS for the Proposed Shopping Center at Rancho Arbolitos ERA conducted a market demand analysis for a new 22-acre shopping center development in Poway, California. This commercial development is to be part of the 765-acre planned community known as Rancho Arbolitos. ERA examined the anticipated growth in retail expenditures by market area resi- dents from 1985 to 1995. ERA also eseimated the annual sales and property tax revenues that will be generated for the City of poway from the proposed commercial development. EooN CENTENNIAL PROPERTIES Preliminary Land Use .Market Analysis of-a 1,285-Acre Parcel ERA prepared an analysis of alternative development potentials for a 1,285-acre parcel in Poway, San Diego County. ERA's analysis considered various densities of reSidential and retirement housing, as well as poten- tials for golf resore. industrial/research and, development space, and commercial support requirements. 33 of 43 AUG 291989 ITEM 12 AUG 11989 ITEM 10 ,.. ~.. --~ , o -') / AN OVERVIEW OF GROSSMAN SYMINGTON & GOOD Effective communications have become increasingly more difficult and time consuming for company principals as more and more businesses and industries compete for attention. The economic uncertainties of the 1980s call for decisive, creative and cost effective public relations counsel. Grossman Symington & Good offers a full range of communication services specializing in public relations, public affairs and community relations. We know the importance of a comprehensive communications program and have the capability to develop one specifically suited to your needs and goals -- both short and long term. Grossman Symington & Good stands out not only in the credentials and expertise of its principals but as a company with a criteria that demands creativity, a grasp of complex issues and relationships, writing and marketing skills, and superb organizational capabilities. Public Relations and Effective Publicity A public relations program is a professional communication of information to target publics for the attainment of client objectives. Public relations lays the groundwork for growth and progress through the use of earned space which has a much greater impact than paid space. It establishes an image which reinforces marketing and advertising, identifies unique features, and brings a total image to the audience's attention. Grossman Symington & Good has developed long standing professional relationships with local, regional and national writers and editors and enjoys the respect of the working media. With affiliates in New York, Florida and Los Angeles, we can implement programs on both local and national levels. Our media resources and contacts are continually updated by the agency's Editorial Services Department which also tracks and stays ahead of the opportunities in various consumer, trade and specialty publications and media for our clients. 34 of 43 AUG 291989 ITEM 1':- AUG 1 1989 IT!'M 1 n Grossman Symington & Good Overview Page Two Public Affairs & Community Relations Communicating and relating to public agencies, elected officials and governmental decision makers has become much more complex as government grows, regulations increase and the political situation changes. Grossman Symington & Good provides public affairs services and counseling unmatched in the San Diego region. Both company principals -- Nikki Symington and Neil Good -- have over 40 years combined experience in local, regional and state government. Because we make it our business to know those who make important governmental decisions, Grossman Symington & Good can provide the means to ensure that your message reaches the right decision and policy makers. That experience, coupled with the firm's public relations expertise, makes Grossman Symington & Good a strong asset in creating, developing and implementing your public affairs and community relations strategy and program. Client-Agency Relationship Unlike larger firms with bureaucratic levels of procedural channels, we prefer to work directly with clients to accommodate their style and needs, rather than the reverse. The selection of a public relations agency is the establishment of a management relationship and we think that relationship is important. We are, by choice, a medium sized agency because we prefer the flexibility and selectivity it affords to maintain a high quality, personal level of profeSSional services and client relationships. We are a service-oriented company and pride ourselves on our tremendous degree of interest and enthusiasm for our clients. We want to be an integral part of your team, not just consultants. A Full Service Agency Grossman Symington & Good is a full service agency with a strong in-house creative staff that also utilizes a network of specialists to meet each client's individual needs. All of our clients have the full support of the entire staff. In addition to our public relations functions, we maintain an excellent reputation for the production of client collateral materials. 35 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 i"-~""\ .-"", Grossman Symington & Good Overview Page Three CLIENT SERVICES Communications planning TV-Radio interviews Corporate financial communications Internal communications Newsletters Annual/Quarterly reports Annual meeting planning Speech writing Public Affairs Marketing counseling Community relations Seminar presentations Government relations Audio-visual presentations Publicity planning/ placement Corporate identity programs News writing Development of policy objectives Public Service Announcements Feature writing Press analyses Calendar/directory listings Trade Shows Sports/Entertainment public relations Market Research/reports Display advertising placement Employee communications TV-Radio commercials Internal newsletters Direct mail advertising Management programs and messeges Communication audits Brochures/collateral material - Copy writing Graphics planning/supervision Art direction Photographic coordination/ planning Special events/promotions implementation Opinion & Attitudinal Surveys 36 of 43 AUG 291989 ITEM 12 AUG 11989 ITEM 10 :J I RESUMES I 1- , I I I 1_ I.IitrTEM 12 AUG 1 1989 ITEM 1 0 37 of 43 .~ ;-.....\ ECONOMICS RESEARCH ASSOCIATES DA vm A. WILCOX. Al.C.P.. Vice President (1wzJlfications in Community Dtlltlopmmt Mr. Wilcox has a concentrated background in the planning, programming. and management of redevelopment, rehabilitation, and reinvestment projects for both public and private JfOups. He has implemented a variety of research and consulting assignments in the areas of implementation budgeting. propm guideline development, organization and staffmg recom- mendations, project operations management, and land marketing scheduling. Recently, Mr. Wilcox has directed preparation of community business revitalization program plans for II older business districts in Los Angeles County, He has completed downtown development. programs for Yuma, Arizona; Fairbanks, Alaska; and Pico Rivera, California; and an attractions management propm for existing public facilities and historic sites in Wichita, Kansas. Revitalization and redevelopment feasibility recommendations assignments have been developed for Lakewood, California, and for the Crenshaw Center area of the city of Los Angeles. Redevelopment plans have been prepared and adopted in Buena Park and Lancaster, California. Assignments in housing and commercial rehabilitation have included design of loan programs and measurement of loan propm feasibility for the city and the county of Los Angeles, Buena Park, and the county of Santa Barbara. Recommendations to the Housing Authority of Los Angeles County about marketing and management of the Section 8 existing housing program have been entirely implemented. Mr. Wilcox has advised local government in the preparation of financing programs and grant applications. Recent work for Compton, California, resulted in the award of an Urban Development Action Grant to the city, He has also participated with ERA teams in carrying out state mandated economic viability research for three new counties which were proposed to be created from portions of existing counties. Additionally, Mr. Wilcox has conducted community economic impact analysis, prepared environmental impact reports, and developed costs/revenues forecasts for public and private developments, Recent fIScal impact analyses have been carried out for the Santa Barbara Housing Element. the Santa Ana General Plan Amendment, and major private developments in Santa Fe Springs and Bake~field. He has developed negotiations for major hotel developments in Anaheim and Garden Grove, California. Mr, Wilcox is often called upon to assist private develope~ concerning effective redevelopment negotiation. Before his assignments with ERA, Mr. Wilcox was director of urban planning for Genge Consultants, Mr. Wilcox served for eight years with the Community Redevelopment Agency of the City of Los Angeles, where he was deputy administrator for project opera- tions, in which capacity he supervised a staff of project manage~, community liaison, and residentlal rehabilitation personnel implementing nine redevelopment and rehabilitation projects. In addition, Mr. Wilcox worked at the B\H'eau of the Budget in Washington, D.C., as a regional planner and management analyst. His responsibilities included the preparation of organization and management studies, agency reorganization plans, analyses of regional planning coordination, and legislative recommendations for planning grant programs. Mr, Wilcox's experience also includes the teaching of graduate community development planning courses at UCLA and most recently at the Unive~ity of Southern California, From 1962 to 1964, he served as a Peace Corps volunteer at the University of Ife in Ibadan, Nigeria, where he lectured in government and history. He is currently a member of the Board of Directo~ of Los Angeles Beautiful and a member of the Urban Forestry Advisory Committee to the California Department of Forestry, Mr. Wilcox received a B,A. degree in political science and an M.A. degree in history from the University of Michigan, He also holds a Master of Regional Planning degree from the Harvard Graduate School of Design. He is a member of NAHRO, CALED, CRAA. APA, and AICP, Mr, Wilcox is a partner of the f1ll11. AUG 291989 ITEM AUG 11989 ITEM 12 10 38 of 43 '" ..' .. C.. ~~ t , ; ECONOMICS RESEARCH ASSOCIATES WILLIAM R. ANDERSON. AICP, Senior Associate Qualifications in Development Services Mr. Anderson has advised both private and public clients on the feasibility of a variety of development projects, many of which include public/private cooperation. Currently. Mr. Anderson manages ERA's San Diego office, where he has conducted economic and real estate studies for large-scale new towns and developments for private clients, and a variety of community and downtown redevelopment studies for public clients, Prior to coming to San Diego, Mr. Anderson practiced in ERA's Los Angeles and Boston offices, For private sector clients, Mr. Anderson has conducted retail, residential, office, and indus- trial market studies, economic feasibility analysis, and fiscal impact analysis. Recently, Mr. Anderson analyzed the' market potential and made long-term projections for residen- tial, industrial, and retail land uses for a proposed 24,OOO-acre new town in southern San Diego County. This assignment also included an analysis of the fiscal impact of this pro- posed new town, In northern San Diego County, Mr. Anderson conducted the market analysis for residential, industrial and office development as input into the Specific Plan process for 117 property owners holding 3,500 acres, As part of this assignment, Mr. Anderson analyzed the financial feasibility of alternative development scenarios from the perspective of owners of large parcels and owners of small parcels. Mr. Anderson also has conducted an apartment market study in Sacramento, California, assessed housing development potential in Hingham, Massachusetts, and Charlotte, North Carolina, and reviewed the high-tech industrial real estate market near Boston. For public clients. Mr, Anderson has advised cities and counties on the development poten- tial for housing, retail, office, and industrial uses as input into community revitalization and redevelopment efforts, Mr, Anderson was project manager for an economic revitalization study in a San Diego community which experienced a major influx of Southeast Asian immigrants, a redevelopment feasibility study for the Mid-<:Ity area of San Diego, a feasibil- ity study for a mixed-use "Mercado del Barrio" in San Diego's Hispanic community, a down- to~ development concept plan for Vista, California, strategies for downtown redevelop- ment for Carlsbad, California, commercial revitalization in Ocean Beach, a coastal San Diego community, and General Plan, Specific Plan, or"revitalization studies in Santa Monica, West Hollywood, Atascadero and La Habra, California, Most of these studies included market analysis of a variety of land uses, economic feasibility analysis of specific projects, and fmancing and implementation strategies for public/private projects. Mr, Anderson received his B.S, degree in economics and political science from Claremont McKenna College, and his Masters in Urban and Regional Planning from Harvard University. He is a member of the American Institute of Certified Planners, the American Planning Association, and the National Council for Urban Economic Development, 39 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 .' ,-,..-.....--'< ~,' o ---- , NIKKI SYMINGTON President of Grossman Symington & Good, she holds a B.A. from San Diego State University. A recipient of a Journalism Scholarship, Symington attended Lewis and Clark College in Portland, Oregon, and the University of California at Berkeley. Active politically on the national, state and local level for over 20 years, Symington served as public relations counsel and executive assistant to the San Diego County Board of Supervisors. A consultant to numerous local and national campaigns for seven years, she was responsible for managing successful election bids and ballot measures throughout the county. Symington was responsible for the creation of a number of non-profit social service agencies, women's organizations, and community advocacy organizations .and has served on many boards and committees in both the governmental and civic arenas. Her understanding of local communities, regional and national issues and the ability to relate to governmental operations resulted in many legislative and community achievements including the S60 million San Diego River Park ordinance, Santee, Solana Beach and Lemon Grove ci tyhoods. While working for the Board of Supervisors, Symington authored: The County Housing Policy, the creation of the countys' Neighborhood Watch programs, the existing campaign contribution ordinance, and the Communi ty Planning Policies. Symington's strong governmental and civic ties, combined with her local and national media contacts and friendships, have. resul ted in many successful publicity and promotional campaigns for clients in the arts and entertainment industries, and for hotel, restaurant, financial, legal, business and broadcast media clients. 40 of 43 AUG 291989 ITEM 12 AUG 11989 ITEM 10 ) A contributor l.ocal.l.y and newspaper for nearl.y national.l.y. col.umnist and freel.ance wri ter and two decades, she has been published both Under the direction of Nikki Symington, Grossman Symington & Good, has received a reputation for professionally servicing the needs of its clients through the agency's thorough knowledge of media needs and expectations. The firm's reputation for sol.id performance and professionalism achieving client is due greatly goals. to Symington's dedication to 41 of 43 AUG291989 ITEM 12 AUG 11989 ITEM 10 .~ NEJ:L GOOD Neil Good brings to Grossman Symington & Good more than 20 years experience in public relations, journalism and government. A former top aide to a county supervisor, Good also was a San Diego City Council executive assistant and served as administrative assistant to the former President pro Tempore of the California Senate. His journalism experience includes being on the editorial staff of the San Diego Union, business and government writer for the San Diego Daily Transcript, and editor and publisher of a San Diego community newspaper. His articles on civic affairs and government have appeared in numerous publications including the San Diego Business Journal, the Tribune, San Diego Magazine and the Los Angeles Times. In addition to his government and journalism background, Good was a partner in a San Diego-based marketing communications firm which included among its clients the San Diego County Hotel-Motel Association, the Sheraton Harbor Island hotels, and the Laventhol & Horwath accounting firm. At Grossman Symington & Good, he oversees the agency's tourism and hospitality accounts which include the San Diego 42 of 43 AUG291989 '1EM AUG 11989 ITEM 12 10 ~ Convention Center, Murrieta Hot Springs Resort & Hea1th Spa and the Clarion at Balboa Park. He is a former member of ConVis Public Affairs Committee and was on the founding board of the Downtown Marketing Consortium. Good remains active in the civic life of San Diego as a member of the board of directors of the San Diego Urban League, the Crime Victims Fund and as president of the CASA Foundation. He is also a member of the 1988 San Diego City Charter Review Commission and has been a member of the Structura1 Pest Contro1 Board, which regu1ates Ca1ifornia' s pest control industry, for the last 12 years. 43 of 43 AUG 291989 ITEM AUG 11989 ITEM 12 10