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08/12/2008 RDA Reports
CITY OF LAKE ELSINORE REDEVELOPMENT AGENCY AGENDA THOMAS BUCKLEY, CHAIRMAN WWW.LAKE- ELSINORE.ORG ROBERT SCHIFFNER, VICE - CHAIRMAN (951) 674 -3124 PHONE DARYL HICKMAN, MEMBER (951) 674 -2392 FAX GENIE KELLEY, MEMBER LAKE ELSINORE CULTURAL CENTER ROBERT MAGEE, MEMBER 183 NORTH MAIN STREET ROBERT BRADY, EXECUTIVE DIRECTOR LAKE ELSINORE, CA 92530 ****************************************************** * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ** TUESDAY, AUGUST 12, 2008 STUDY SESSION AT 4:00 P.M. CLOSED SESSION AT 5:00 P.M. PUBLIC SESSION AT 7:00 P.M. CALL TO ORDER -- 7:00 P.M. ROLL CALL PUBLIC COMMENTS — NON - AGENDIZED ITEMS — 1 MINUTE (Please read & complete a Speaker's Form at the podium, prior to the start of the City Council Meeting.) PUBLIC COMMENTS — AGENDIZED ITEMS — 3 MINUTES (Please read & complete a Speaker's Form at the Podium, prior to the Start of the City Council Meeting. The Chairman will call on you to speak, when your item is called.) CONSENT CALENDAR (All matters on the Consent Calendar are approved on one motion, unless a Boardmember or any member of the public requests separate action on a specific item.) (1) Approval of Redevelopment Agency Minutes Recommendation: Approve the following minutes: a) Regular Meeting — July 22, 2008. (2) Warrant List Dated July 31, 2008 Recommendation: Authorize payment of Warrant List dated July 31, 2008. (3) Commercial Design Review No. 2008 -02; a Proposed Commercial Retail Center Located at 31800 Mission Trail Recommendation: Concur with City Council action. PUBLIC HEARING(S) No public hearings. BUSINESS ITEM(S) (4) Professional Services Agreement with Buxton Co. Summary: Approve professional services agreement with Buxton and a budget adjustment increase of $50,000 divided between the project areas I, II, and III equally. PUBLIC COMMENTS — NON - AGENDIZED ITEMS — 3 MINUTES EXECUTIVE DIRECTOR COMMENTS LEGAL COUNSEL COMMENTS BOARDMEMBER COMMENTS ADJOURNMENT The Lake Elsinore Redevelopment Agency will adjourn to a regular meeting to be held on Tuesday, August 26, 2008, at 5:00 p.m. to be held in the Cultural Center located at 183 N. Main Street, Lake Elsinore, CA 92530. AFFIDAVIT OF POSTING I, VIVIAN M. MUNSON, Agency Secretary of the City of Lake Elsinore, do hereby affirm that a copy of the foregoing agenda was posted at City Hall, 72 hours in advance of this meeting. / /ss // u., i avv VIVIAN M. MUNSON ATE AGENCY SECRETARY MINUTES REDEVELOPMENT AGENCY MEETING CITY OF LAKE ELSINORE 183 NORTH MAIN STREET LAKE ELSINORE, CALIFORNIA TUESDAY, JULY 22, 2008 CALL TO ORDER — 5:00 P.M. Chairman Buckley called the Redevelopment Agency meeting to order at 5:00 p.m. ROLL CALL PRESENT: CHAIRMAN BUCKLEY VICE -CHAIR SCHIFFNER MEMBER HICKMAN MEMBER KELLEY MEMBER MAGEE ABSENT: NONE CLOSED SESSION Agency Counsel Leibold indicated the following item was to be discussed during Closed Session: (1) CONFERENCE WITH REAL PROPERTY NEGOTIATOR (Gov't Code §54956.8) Property: APN 373 - 073 -003, -009 through -012, -016 through -020, 373 - 081 -001 through -006, -012, -013, -016, -017, 373 - 082 -005 through -014 Agency Negotiator: Executive Director Brady Negotiating parties: Lake Elsinore Redevelopment Agency and M. Miller and K. Hengen Under negotiation: Price and terms of payment Agency Counsel indicated any action taken during Closed Session would be reported on during the regular portion of the meeting. Regular Redevelopment Agency meeting was recessed into Closed Session at 5:00 p.m. RECONVENE IN PUBLIC SESSION (9:20 P.M.) Also present were Executive Director Brady, Agency Counsel Leibold, Administrative Services Director Pressey, City Treasurer Weber, Captain Fetherolf, Information /Communications Manager Dennis, Director of Public Works /City Engineer Seumalo, Director of Community Development Preisendanz, Director of Parks and 1 Agenda Item No. 1 Page 1 of 4 Recreation Gonzales, Lake & Aquatic Resources Director Kilroy, Building Division Chipman and Agency Secretary Munson. CLOSED SESSION REPORT Agency Counsel Leibold reported on discussions undertaken during Closed Session. No reportable action was taken. PUBLIC COMMENTS — NON - AGENDIZED ITEMS —1 MINUTE There were no public comments. PUBLIC COMMENTS — AGENDIZED ITEMS — 3 MINUTES There were no public comments. AGENCY APPROVES CONSENT CALENDAR NO. 2 AND 5 The following items were listed on the Consent Calendar for Agency approval: (2) Approval of Redevelopment Agency Minutes Recommendations: Approve the following minutes: a) Joint City Council /Redevelopment Agency Study Session — July 8, 2008. b) Regular Meeting - July 8, 2008. (3) Warrant List Dated July 15, 2008 Recommendation: Authorize payment of Warrant List dated July 15, 2008. (4) Investment Report — June 2008 Recommendation: Receive and file. (5) Resolution Confirming Fiscal Year 2008 -09 Special Taxes for CFD 90 -2 (Tuscany Hills Public Improvements) Recommendation: Waive further reading and adopt a resolution requesting the tax collector of the County of Riverside to place special taxes on the bills of certain properties for CFD 90 -02. It was moved by Member Kelley and seconded by Vice -Chair Schiffner to approve Consent Calendar Item Nos. 2 through 5. 2 Agenda Item No. 1 Page 2 of 4 The following vote resulted: AYES: CHAIRMAN BUCKLEY VICE -CHAIR SCHIFFNER MEMBER HICKMAN MEMBER KELLEY MEMBER MAGEE NOES: NONE ABSENT: NONE ABSTAIN: NONE PUBLIC HEARINGS There were no public hearing items. BUSINESS ITEMS There were no business items. PUBLIC COMMENTS — NON - AGENDIZED ITEMS — 3 MINUTES There were no public comments. EXECUTIVE DIRECTOR COMMENTS No comments. LEGAL COUNSEL COMMENTS No comments. MEMBER COMMENTS No comments. ADJOURNMENT It was the consensus of the Redevelopment Agency to adjourn to a regular meeting on August 12, 2008, at 5:00 p.m. at the Cultural Center located at 183 N. Main Street, Lake Elsinore, CA, 92530. 3 Agenda Item No. 1 Page 3 of 4 The following vote resulted: AYES: CHAIRMAN BUCKLEY VICE -CHAIR SCHIFFNER MEMBER HICKMAN MEMBER KELLEY MEMBER MAGEE NOES: NONE ABSENT: NONE ABSTAIN: NONE Chairman Buckley adjourned the meeting at 9:21 p.m. THOMAS BUCKLEY, CHAIRMAN REDEVELOPMENT AGENCY ATTEST: VIVIAN M. MUNSON AGENCY SECRETARY 4 Agenda Item No. 1 Page 4 of 4 CITY OF i�� LAKE ( OLSINOR ` DREAM EXTREME., REPORT TO THE REDEVELOPMENT AGENCY TO: HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY FROM: ROBERT A. BRADY EXECUTIVE DIRECTOR DATE: AUGUST 12, 2008 SUBJECT: WARRANT LIST DATED July 31, 2008 Discussion The warrant list is a listing of all general checks issued since the prior Warrant List. Recommendation Authorize payment of Warrant List dated July 31, 2008. Prepared By: Crystal Robinson Account Specialist I Reviewed By: Matt N. Presse Director of Admini ative Services /R. D. A. Treasurer Approved By: Robert A. Brady i t. Executive Directo Agenda Item No. 2 Page 1 of 3 JULY 3L 2008 LAKE ELSINORE WARRANT REDEVELOPMEN' I AGENCY SUMMARY FUN D# FUND DESCRIPTION TOTAL 913 DEBT SERVICE FUND AREA 1 $ 1,369.45 923 DEBT SERVICE FUND AREA 2 1,120.45 933 DEBT SERVICE FUND AREA 3 48,561.33 952 C.F.D. 90 -2 DEBT SERVICE FUND 18,562.32 GRAND TOTAL $ 69,613.55 8/5/2008 Warrant 073108 1 of 1 Agenda Item No. 2 Page 2 of 3 JULY 31, 2008 LAKE ELSINORE WARRANT LIST REDEVELOPMENT AGENCY CHECK# VENDOR NAME AMOUNT 5999-6005 $ 0.00 6006 BURKE, WILLIAMS & SORENSEN, L.L.P. 17,193.42 6007 E.V.M.W.D. 15,415.17 6008 ELSINORE WATER DISTRICT 3,373.19 6009 HARRIS & ASSOCIATES, INC. 1,368.90 6010 LAKE ELSINORE UNIFIED SCHOOL DISTRICT 20,497.30 6011 MT. SAN JACINTO JR. COLLEGE 3,026.78 6012 RIVERSIDE COUNTY OFFICE OF EDUCATION 6,248.89 6013 UNION BANK OF CALIFORNIA 2,489.90 TOTAL $ 69,613.55 8/5/2008 Warrant 073108 1 of 1 Agenda Item No. 2 Page3of3 CI FY OF • LAKE 6L SINOR DREAM EXTREME 1 11P;N REPORT TO THE REDEVELOPMENT AGENCY TO: HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY FROM: ROBERT A. BRADY EXECUTIVE DIRECTOR DATE: AUGUST 12, 2008 SUBJECT: COMMERCIAL DESIGN REVIEW NO. 2008 -02; A PROPOSED COMMERCIAL RETAIL CENTER LOCATED AT 31800 MISSION TRAIL Recommendation Concur with City Council action. Prepared by: Vivian M. Munso�i� Agency Secretary Approved by: Robert A. Brady Executive Director �' Agenda Item No. 3 Page 1 of 1 CITY OF Ll ICE j4 LINO • REDEVE4_. OMEN ,1. AGENCY REPORT TO REDEVELOPMENT AGENCY TO: HONORABLE CHAIRMAN AND MEMBERS OF THE REDEVELOPMENT AGENCY FROM: ROBERT A. BRADY EXECUTIVE DIRECTOR DATE: AUGUST 12, 2008 SUBJECT: PROFESSIONAL SERVICES AGREEMENT WITH BUXTON CO. Background Staff was approached by Lisa Hill, with the Buxton Company. She presented the Community ID program that can be used by the City to help improve economic development through the targeted attraction and retention of retailers and restaurants. Buxton spends $15 million a year to purchase data to serve retailers in site selection and municipalities in attraction and retention efforts. Discussion After seeing the presentation, staff recognized the value of the program and is proposing to enter into an agreement with Buxton for their services. In summary, Buxton will perform the following steps as part of their service: 1. Data collection 2. Evaluate Lake Elsinore's retail potential 3. Match retailers and restaurant profiles to Lake Elsinore's market potential 4. Deliver marketing packages in hard copy and online For $70,000, the RDA receives 20 packages. For $50,000, the lowest level of service, the RDA receives 10 packages. Under either option, the RDA would have unlimited access to creating its own custom packages online for one year. Furthermore, the RDA receives online services for life without additional charges. Lastly, Buxton will also share certain data with the City that the City currently purchases from Claritas, Dunn & Bradstreet Business data, and other data services at no charge. Agenda Item No. 4 Page 1 of 55 Professional Services Agreement with Buxton Co. August 12, 2008 Page 2 Staff has performed due - diligence by calling the following cities to verify that the service performance and satisfaction. City of Hesperia Lisa Lemere — Economic Development Analyst • Buxton delivers work as promised and provides good marketing materials for the City. • Information (leads) provided by Buxton created contacts for the City that went beyond the 10 main leads provided in Buxton's package. City of Perris Michael McDermott — Director, Real Estate and Development • Buxton provided specific information that was needed to fit Perris' needs. • Buxton always delivered what was asked. • The materials that Buxton provided helped Perris get "over the hump" in terms of attracting national retailers to the City. City of Cupertino Kelly Kline - Redevelopment/Economic Development Manager • Buxton's services are equally as valuable in a smaller city setting. With more limited resources, Buxton's services allow smaller jurisdictions to be strategic about which tenants to pursue, and to understand its competitive position. Please see attached memo (recommendation letter) from Cupertino Fiscal Impact The cost for the level of services staff is recommending is $50,000. Funds are available in the RDA but have not been budgeted. Recommendation Approve professional services agreement with Buxton and a budget adjustment increase of $50,000 divided between the project areas I, 11, and III equally. Agenda Item No. 4 Page 2 of 55 Professional Services Agreement with Buxton Co. August 12, 2008 Page 3 Prepared by: Matt N. Presseyry Director of Adminjs'trative Services Approved by: Robert A. Brady Executive Directo Attachments: 1. Letter of Recommendation from City of Cupertino 2. Agreement for Professional Services Agenda Item No. 4 Page 3 of 55 {Letter of Recommendation from City of Cupertino} August 4, 2008 Tom Weiner Lake Elsinore, CA Dear Mr. Weiner: This is a letter of recommendation for Buxton's retail site analysis services, and a description about how this relationship has enhanced the retail recruitment program in two California cities of different sizes — San Jose and Cupertino. Retail is a data driven business. While relationship building with brokers and landlords is important, at the end of the day, a retailer needs to know that their customers are in proximity before committing to any location. This was a continual challenge in Downtown San Jose. Downtowns and urban environments are often not understood by many retail professionals who are accustomed to operating in mall settings with single ownership, synergistic co- tenancies, and attractive amenities geared toward retailers' needs. While the urban environment is dynamic and multi - faceted, retailers need much more assurance that a downtown setting will work for them. Buxton's drive time analysis is unique in presenting a trade area that is far more sophisticated than the simple radius. Even more impressive is the psychographic data that they have in -house based on actual spending in the trade area vs. extrapolations of census profiles. Once Buxton has conducted their baseline research for a particular trade area they can tell you who your strongest retail matches are and then package that data in a way that retailers can immediately understand. What is most impressive about Buxton is how nimble they are al responding to detailed requests. For example, when a retailer wanted to know how San Jose's downtown psychographics compared to those in two other similar cities where they have downtown stores, Buxton created the appropriate charts within 24 hours. Because so many retailers have relationships with Buxton, their data has immediate credibility within this community. In addition to identifying retailers in the Downtown, Buxton also tested potential retailer interest for more traditional sites in the city. This information allowed the city to generate more substantial interest from top -notch retail developers. Buxton also provided valuable assistance in helping to identify national credit, family -style restaurants for San Jose's multi- ethnic east side. In this predominately Latino area, the demographic and psychographic profile were found to rival other sought -after locations, but old perceptions, and unfamiliarity with the Hispanic consumer made locations in this area tough to sell. As with the Downtown, Buxton provided real comparisons to other competing sites, as well as national comps for specific tenants that allowed for informed site decisions. Agenda Item No. 4 Page 4 of 55 {Letter of Recommendation from City of Cupertino} The retail program in San Jose is over five years old. As the program matured, it became important to expand the range of recruitment tools to make the message even more compelling to the retail community. Used strategically, Buxton is an incredibly powerful tool and resource. In my new role at the City of Cupertino, I have found Buxton's services to be equally valuable in a smaller city setting. With more limited resources, it is imperative for me to be strategic about which tenants to pursue, and to understand our competitive position. I wish you luck with your retail program. The opportunity to share approaches and ideas with other cities is always a pleasure. Sincerely, Kelly Kline Redevelopment /Economic Development Manager City of Cupertino Agenda Item No. 4 Page 5 of 55 AGREEMENT FOR PROFESSIONAL SERVICES This Agreement for Professional Services (the "Agreement ") is made and entered into as of the _ day of August 12, 2008, by and between the City of Lake Elsinore, a municipal corporation ( "City ") and Buxton Company ( "Consultant "). RECITALS A. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement. B. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein. C. City desires to retain Consultant to render professional consulting services and related work as set forth in this Agreement. AGREEMENT 1. Scope of Services. Consultant shall perform the services described on Exhibit A which is attached hereto and incorporated herein by reference. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A, subject to the direction of the City through its staff that it may provide from time to time. 2. Time of Performance. The services of Consultant are to commence upon execution of this Agreement and shall continue for a period of one (1) year. 3. Compensation. Compensation to be paid to Consultant shall be in accordance with the Schedule of Charges set forth in Exhibit B, which is attached hereto and incorporated herein by reference. In no event shall Consultant's compensation exceed $ Ski ,0000 without additional authorization from the City. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment. 4. Method of Payment. Consultant shall submit monthly billings to City describing the work performed during the preceding month. Consultant's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than 30 days after approval of the monthly invoice by City staff. When payments made by City equal 90% of the maximum fee provided for in this Agreement, no further payments shall be made until the final work under this Agreement has been accepted by City. 5. Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City. Extra work will be invoiced separately from services performed in accordance with the Scope of Services 1 Agenda Item No. 4 Page 6 of 55 6. Termination. This Agreement may be terminated by the City immediately for cause or by either party without cause upon thirty (30) days' written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of termination. 7. Ownership of Documents. All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant's expense, provide such reports, plans, studies, documents and other writings to City upon written request. City acknowledges that any use of such materials in a manner beyond the intended purpose as set forth herein shall be at the sole risk of the City. City further agrees to defend, indemnify and hold harmless Consultant, its officers, officials, agents, employees and volunteers from any claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and expenses in connection therein), arising out of the City =s use of such materials in a manner beyond the intended purpose as set forth herein. a. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ( "Documents & Data "). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. b. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs relating to project for which Consultant's services are rendered, or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 2 Agenda Item No. 4 Page 7 of 55 8. Consultant's Books and Records. a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement. b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant's address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above -named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor -in- interest. 9. Independent Contractor. It is understood that Consultant, in the performance of the work and services agreed to be performed, shall act as and be an independent contractor and shall not act as an agent or employee of the City. Consultant shall obtain no rights to retirement benefits or other benefits which accrue to City's employees, and Consultant hereby expressly waives any claim it may have to any such rights. 10. Interests of Consultant. Consultant (including principals, associates and professional employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement. Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant: a. will conduct research and arrive at conclusions with respect to his/her rendition of information, advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring; and 3 Agenda Item No. 4 Page 8 of 55 b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a)(2).) 11. Professional Ability of Consultant. City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled professional and technical personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent professionals in Consultant's field of expertise. 12. Compliance with Laws. Consultant shall use the standard of care in its profession to comply with all applicable federal, state and local laws, codes, ordinances and regulations. 13. Licenses. Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature which are legally required of Consultant to practice its profession. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. 14. Indemnity. Consultant agrees to defend, indemnify and hold harmless the City, its officers, officials, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and expenses in connection therein), arising out of the performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement, except for any such claim arising out of the sole negligence or willful misconduct of the City, its officers, agents, employees or volunteers. 15. Insurance Requirements. a. Insurance. Consultant, at Consultant's own cost and expense, shall procure and maintain, for the duration of the contract, the following insurance policies. i. Workers' Compensation Coverage. Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California. In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non - renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change. The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage. If a commercial general liability insurance form or other form with a general aggregate limit is used, 4 Agenda Item No. 4 Page 9 of 55 either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. iii. Automobile Liability Coverage. Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non -owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence. iv. Professional Liability Coverage. Consultant shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Consultant 's operations under this Agreement, whether such operations by the Consultant or by its employees, subcontractors, or subconsultants. The amount of this insurance shall not be less than one million dollars ($1,000,000) on a claims -made annual aggregate basis, or a combined single limit per occurrence basis. b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best =s rating of no less than A:VII and shall be endorsed with the following specific language: i The City, its elected or appointed officers, officials, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Consultant, including materials, parts or equipment furnished in connection with such work or operations. ii. This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self- insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company. iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers, officials, employees or agents. v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents, or volunteers. vi. The insurance provided by this Policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City. 5 Agenda Item No. 4 Page 10 of 55 c. Deductibles and Self- Insured Retentions. Any deductibles or self - insured retentions must be declared to and approved by the City. At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self - insured retentions. d. Certificates of Insurance. Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. 16. Notices. Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section. If to City: City of Lake Elsinore Attn: City Manager 130 South Main Street Lake Elsinore, CA 92530 If to Consultant: Buxton Company Attn: CFO, David Glover 2651 South Polaris Drive Fort Worth, TX 76137 17. Entire Agreement. This Agreement constitutes the complete and exclusive statement of Agreement between the City and Consultant. All prior written and oral communications, including correspondence, drafts, memoranda, and representations, are superseded in total by this Agreement. 18. Amendments. This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney. 19. Assignment and Subcontracting. The parties recognize that a substantial inducement to City for entering into this Agreement is the professional reputation, experience and competence of Consultant and the subcontractors listed in Exhibit D. Consultant shall be fully responsible to City for all acts or omissions of any subcontractors. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement except as provided in Exhibit D without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law. 20. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement. 6 Agenda Item No. 4 Page 11 of 55 21. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect. 22. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside. 23. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees. 24. Mediation. The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation. The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS/ENDISPUTE ( "JAMS ") or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators. Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved after mediation, either party may commence litigation. 25. Execution. This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart. 26. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party. 27. Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 28. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non - discrimination shall include, but not be limited to, all activities related to initial employment, 7 Agenda Item No. 4 Page 12 of 55 upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. IN WITNESS WHEREOF the parties have caused this Agreement to be executed on the date first written above. CITY OF LAKE ELSINORE: CONS T: ) ATTEST: CF O City Clerk APPROVED AS TO FORM: City Attorney 8 Agenda Item No. 4 Page 13 of 55 Attachments: Exhibit A - Scope of Services Exhibit B - Fee Schedule Exhibit C - Certificate of Exemption from Workers= Compensation Insurance Exhibit D - List of Subcontractors Agenda Item No. 4 Page 14 of 55 EXHIBIT "A" SCOPE OF SERVICES Agenda Item No. 4 Page 15 of 55 rar Communit Proposal to Develop: A RETAIL ECONOMIC DEVELOPMENT STRATEGY For: City of Lake Elsinore, CA From: Lisa Hill August 7, 2008 Expiration Date: September 24, 2008 Copyright © 2008 Buxton Company. All Rights Reserved. Agenda Item No. 4 Page 16 of 55 rNI Community INDEX I. SUMMARY II. INTRODUCTION TO BUXTON III. NEEDS /CHALLENGES IV. GOALS /DESIRED RESULTS V. PROCEDURES /SCOPE OF WORK VI. PROJECT TEAM VII. PROJECT REQUIREMENTS VIII. TIMELINE IX. FEES FOR SERVICES X. SIGNATURE PAGE XI. ENDORSEMENTS /REFERENCES Buxton 1 Agenda Item No. 4 Page 17 of 55 re Community /CY I. SUMMARY Community /D® is a proven retail development strategy that can be immediately implemented by Lake Elsinore. Buxton integrated proprietary technical capabilities with more than 500 cumulative years experience in retail management and local economic development to create Community /D®. This unique strategy has brought both innovation and a disciplined approach to municipal retail development efforts. During the 60 business days it takes to complete Community /D®, civic leaders are actively involved in the process and make important deasions that guide the direction and results. The four main phases of the process are: Researching and Verifying Lake Elsinore's Retail Trade Area This phase starts with the in -depth collection of the same location variables that Buxton uses to qualify locations for retail clients. Because of Buxton's unique capabilities, we can translate this retail- specific information into market intelligence that community leaders need to attract and grow their retail sectors. Evaluating Lake Elsinore's Retail Potential The evaluation phase will clarify what makes Lake Elsinore distinctive and valuable from a retailer's viewpoint. Through daily involvement in retail location analysis, Buxton has acquired the unmatched ability to evaluate a community's retail potential. Matching Retailers and Restaurants to Lake Elsinore's Market Potential The consumer profile of Lake Elsinore's trade area will be matched against the customer profiles of over 5,000 retailers and restaurants in Buxton's proprietary database. The final match list is developed with the input of community leaders so that it reflects the needs and desires of the residents. Delivering Lake Elsinore's Marketing Packages Individual marketing (pursuit) packages for each retailer match are delivered in both hard copy and in SCOUT ®. Our exclusive online marketing system, SCOUT® helps you to showcase your city in the best light. It gives you the ability to create presentations and quality documents and to share information in the match reports. With Community /D®, Lake Elsinore can unleash its full retail potential, seize new retail opportunities and expand existing businesses. B 2 Agenda Item No. 4 Page 18 of 55 rie Community/ Y II. INTRODUCTION TO BUXTON Since our founding in 1994, Buxton has been a leading force in retail location and development. We are recognized for creating solutions that provide results. Buxton began as a service to help retailers make informed site selection decisions by understanding their customers and precisely determining their markets. Buxton leaders soon realized that the company's expertise in retail location and market analysis could also be leveraged to benefit communities desiring retail expansion. Please note that in this proposal the term "retail" is inclusive of all retail concepts. Community /D® Designed specifically for use in community economic development programs, Buxton's Community /D® process has assisted more than 400 public sector clients nationwide, resulting in the development of more than 20 million square feet of retail space. We integrate our impressive technical capabilities with more than 500 cumulative years of retail management and local economic development experience to help municipalities achieve their retail goals. More than simply providing data, Community /D® supplies custom marketing materials and strategies targeting the unique location requirements of retailers, developers and commercial real estate brokers. Community /D® clients achieve outstanding success using our tools for retail identification, selection and recruitment. And our clients benefit from our unique understanding of retail site selection from the retailer's point of view. The combination of technical expertise and professional guidance gives municipalities the capacity to immediately implement an effective retail development program. Benefits of Community /D® With Community /D® you have immediate access to: • Retail Industry Expertise. Gain a competitive position by working with professionals who have years of retail management experience plus current insights into your community and site selection processes and trends. • Community Development Best Practices. Expand and sharpen your retail development focus by incorporating best practices discovered by Buxton through daily work with municipalities across the nation. • Proprietary Systems. Gather useful information by having Buxton's technology specialists analyze your trade area accessing data stored on Buxton's in -house databases. Buxton 3 Agenda Item No. 4 Page 19 of 55 Communityll° • Personalized Content. Advance your retail recruitment program by receiving personal guidance from our staff and ongoing insight into key industry topics via our monthly e- newsletter, webcasts and other interactive tools. • Long -Term Partnership. As a Buxton client and partner you have unlimited access to our staff to help optimize your marketing efforts at the International Council of Shopping Centers (ICSC) annual meeting in Las Vegas, NV. • Marketing Data and Tools. Enhance your marketing messages and presentations by using SCOUT ®, Buxton's online trade area database and marketing tool, available to you for one year after project delivery. • Add -On Research. Keep your Community /D® updated and focused by getting special rates on additional research, including retail marketing packages and refreshes of basic information. Buxprr 4 Agenda Item No. 4 Page 20 of 55 ri Community' ID* 111. NEEDS /CHALLENGES Lake Elsinore wants to understand and then capitalize on the retail development opportunities. As communities increasingly compete for retail dollars, attracting the attention of retailers has become more challenging than ever. Marketing your community plays a dominant role in today's competitive economy. The challenge for the community is to attract retailers and developers by providing trade area information that is complete, accurate and up -to -date. Using our proprietary methodologies, Buxton will collect and analyze your community's trade area information and give it to you in a format that is easy -to- use and appealing to real estate executives and developers. The best information, however, is useless without a plan for using it. Much more than data collection, Community /Do is an execution strategy that can help you build or revitalize your existing marketing and economic development program. With Community /Do, you will be prepared to: • Achieve your retail potential by establishing a long -term partnership with Buxton • Integrate retail development into your economic development program • Increase your success by preparing Lake Elsinore to meet the needs of retailers • Effectively position your community by leveraging your locations' strengths and minimizing weaknesses • Convey Lake Elsinore's advantages over competitors' advantages • Establish credibility with retail decision makers • Maximize time and resources by not pursuing unqualified prospects • Win the confidence and trust of prospects by understanding their priorities • Use competitive analysis to close the sale Bu on 5 Agenda Item No. 4 Page 21 of 55 CammunitylD° IV. GOALS AND DESIRED RESULTS The primary goal of Community /D® is to prepare Lake Elsinore to successfully expand its retail sector. Community /D® serves as the framework for developing a sustainable marketing program that not only achieves short-term goals but also endures to ensure the economic viability of the retail sector over the long -term. Such a marketing program will bring the following desired results: • Residents' desires to shop and dine at home will be fulfilled • Retail leakage will be minimized • Tax revenues (property and sale /use taxes) will increase • Employment opportunities will grow • Lake Elsinore's ability to capture other economic opportunities will be enhanced BUXtQtt 6 Agenda Item No. 4 Page 22 of 55 re Community V. PROCEDURES /SCOPE OF WORK Once you have engaged Buxton to work with you in developing CommunitylD, a project team will be assigned to guide you through the entire process —from initial data collection to final presentation of the results. This team consists of: • Client services manager, who will serve as your primary source of communication during the project • Geographic Information System specialist, who will analyze your trade areas and create customized maps and reports • Professionals with backgrounds as retail executives and economic development practitioners, who will address your unique challenges and help maximize Lake Elsinore's retail opportunities Staff Visits During visits to the community, Buxton's staff is able to make clear and candid assessments of the community's strengths, weaknesses and potential. Our daily involvement with over 1,700 retail and restaurant clients in finding optimal locations keeps us current on retail location trends. This provides a rational and analytical basis for helping Lake Elsinore decide how to best focus resources on the most promising retail opportunities. Data Collection Buxton uses over 250 consumer and business databases that are updated throughout the year, and in some cases, every month. Although it is possible to obtain these databases for less expense on a community or regional basis, Buxton buys and is licensed to use the complete U.S. datasets. With this information Buxton will compare Lake Elsinore's potential location to the universe of all retail locations operating in the U.S. The following are some of the more well -known sources used in our studies, but there are dozens more that we employ to provide additional insight: • Mediamark • Acxiom • InfoUSA • Claritas • National Research Bureau • Navteq Geographic Data • Dunn & Bradstreet Business Data Buxton ne.tlfjMC CilSACOVert 7 Agenda Item No. 4 Page 23 of 55 rim Community!IY Identify Market Influencers All communities have special and often unique features that impact the local retail market and have to be taken into consideration to fully understand the market potential of the community. Such influencers include larger ethnic populations, significant new or expanded developments, military bases, universities and colleges, destination tourist attractions, prisons, medical facilities or major employers. After identifying these market influencers in your community, Buxton will quantify and qualify their influence on the retail market and help to match retailers that can capitalize on these customer bases. You will benefit from the project team's expertise and insight in these four areas: 1. Researching and verifying Lake Elsinore's retail trade area 2. Evaluating Lake Elsinore's retail potential 3. Matching retailers and restaurants to Lake Elsinore's market potential 4. Delivering Lake Elsinore's marketing packages These four major components comprise the Community /D® process. Each component is explained in detail as follows: 1. Researching and Verifying Lake Elsinore's Retail Trade Area The location decision process for all retailers begins with the collection, analysis and evaluation of numerous location variables such as demand density, customer buying habits, economic trends, competition, traffic volumes, and available sites, to name a few. The Community /D® process for Lake Elsinore will also start with the in -depth collection of data using the same location variables that we use for our retail clients to qualify sites for the location of their retail stores and restaurants. One goal is to define current retail situations in Lake Elsinore, in the trade area and in any neighboring communities that impact on Lake Elsinore's retail environment. The other goal is to understand the community's expectations and desires. This analysis includes personal visits to the community, collection of data components necessary to conduct the analysis and identification of market influencers. Buxton 8 Agenda Item No. 4 Page 24 of 55 PM Community' ID' Drive -Time Trade Area Definition Customers today shop by convenience, measuring distance based on time, not mileage. Community /D® will employ a custom drive -time analysis to determine Lake Elsinore's trade area. An example of a drive -time trade area is shown in Figurel. This custom analysis is developed using an in -house database supported by our knowledge of individual retail client's actual trade areas. The resulting drive -time trade area map will be a polygon that more accurately depicts consumer shopping patterns than trade rings. To assure the accuracy of the drive -time trade area, the draft maps are reviewed with community leaders and verified before proceeding with the next step. Figure 1.Example - Drive -Time Trade Area ; a a 2 ^'a r i -� !° ` „ It :,_ 'A.C.w,7,wkr, --', = Ys . . - ,..rd 411111,, is (74 ,--, ,- --,' ;:°:‘r:,,- . _., ,: v., .;-,,-.4:44, os . '''' ..: ' 4 t, -',-,,,,',. L , &,. q : 3- `t;:-. %--, .',e ,,, .,0i ii k ...iikai, ‘,:,,, i'w 44, 1 r k v� "' 4 'I' 2& e d 3 f #dam : i s b �Z tl w ,,,A , fat . t, ,,, , s t#� k . , ; r pp 9 T r '4. ' ° r itrr + 4:••;'• d 7iw ` 1` Bupj Agenda Item No. 4 Page 25 of 55 rs Community /tY 2. Evaluating Lake Elsinore's Retail Potential The purpose of the evaluation phase is to understand what makes Lake Elsinore distinctive and valuable from a retailer's viewpoint and scrutiny. Our evaluations capitalize on Buxton's knowledge about the retail marketplace and the location requirements and expectations of retailers. Combining this knowledge with our economic development competencies allow us to evaluate and recommend proven community practices. Our evaluations do not rely on dated government research or national /state statistics, all of which fail to reflect local realities. Rather, we implement our real -world experience gained from working with municipalities that have opened more than 20 million square feet of new or expanded retail space. We know how to help Lake Elsinore sharpen your retail marketing strategy, aggressively market the city and improve your competitive performance. Retail Leakage /Supply Analysis The Retail Leakage /Supply Analysis provides an estimate of retail dollars flowing in or out of the trade area. The two main components of this analysis are: 1) current actual sales (supply) by retail store type and products, in dollar amounts, and 2) estimated sales potential (demand) for retail store type and products, in dollar amounts. We first calculate a sales gap index that illustrates your ability to capture your residents' expenditures. An example of this index is shown in Figure 2. The sales gap index provides a relative comparison of leakage /surplus and an estimate of the dollars that are being spent outside the trade area (leakage) and the amount of dollars coming in from outside the trade area (surplus). This report can be run via SCOUT at any location within the map view. Figure 2.Example - Sale Gap Index & i u:n x l ,ef r.3 rig £ tGp -... D2e e1 ` ``� ' 'd t._. rac a . Gefd_J 54 t a? ppl -es a.,r 4 L1S� ' r'} t u. a,a C a de'3 Csr f ` €s 4=4 Bi:d P1 fia4 uFP,. eater' y ,'t s ,0��r �, 2 : r,+4 t. J egkt "' i ' ity E:u lc .h,9ater;a :u-rt' * r t adze ' Fe, -N.N. '" 'x. " -�i ON "y,"'�' ' X53 "r � f : �� ' y � Ha a a. Ito X x y. l °a a.Il : . dr . pspFf Sin f x ; �"A S>W'r4�ghq _ } 2 00 @_5 1.G 15 20 q 30 35 45 Buxton io Agenda Item No. 4 Page 26 of 55 rill Communit _ __ _._ _______ ____ ________ _ Customer Profiling The Community /D® process will identify and analyze all the households in Lake Elsinore's drive -time trade area. Based on more than 4,500 categories of lifestyles, purchase behaviors and media reading and viewing habits (psychographics), the households in your trade area are assessed to gain an understanding of the types of retailers that would be attracted to your community. Our in -house databases include both traditional demographic data and the most current psychographic lifestyle information for over 120 million households in the United States (as well as up to seven individuals living in each of these households). Each household in a trade area falls into one of 66 market segments reflecting the buying habits of customers in the household. The blue line in Figure 3 graphically profiles the households in a city's trade area. Figure 3: Example - Psychographic Profile r444. 4z ,-Av " ily , a 1 - a f Ss .1s �.. -- �fv� ' . y te r' ' rr i f iffii ir i imiliNimm 6 1 2 3 4 5117 8 @ 101 11 2 1 3149 5101 71 81@22' 2012324+92@'rz820303 $ T3a @wx3#4959e€H 5Z, ¢75 (g 94M30 Bugon Agenda Item No. 4 Page 27 of 55 Cammunity!EY Retail Site Assessment Buxton will analyze up to three (3) distinct retail locations, selected by Lake Elsinore. Based on our collective experience in retail locations, the following factors are considered: • Psychographic analysis of households in trade area • Psychographic analysis of workers in trade area • Demand for retail goods and services • Site setting, situation and configuration • Growth plans and relevant development • Retail goals of the community Lake Elsinore to select the retail site to be used for retail matching. Buxton will develop a demand density profile of Lake Elsinore's trade area. Demand density measures the bottom -line value of the customers in the trade area —who they are, how many there are and what they buy. One of the significant advantages of Buxton is our ability to take the demand density data and to creatively translate it into a proactive market strategy tailored to take advantage of Lake Elsinore's strengths and to achieve its retail goals. Buxton 12 Agenda Item No. 4 Page 28 of 55 Communi _ ID' �Y 3. Matching Retailers and Restaurants to Lake Elsinore's Market Potential Once the site for retail matching has been selected and the consumer profiles in Lake Elsinore's trade area have been determined, the Community /D® process will match these profiles against the customer profiles of 5,000+ retailers in our proprietary database. In Figure 4, the blue line indicates the customer profile of households in a community's trade area. The red line represents a specific retailer's customer profile. A similarity between the two profiles as shown in Figure 4 analyzed using Buxton's proprietary retail matching algorithm concludes that this site is an opportunity for a specific retailer to open a successful store. This matching results in a list of possible retailers. To develop the preliminary retail match list, Buxton analyzes a number of factors about each possible retailer to qualify it. This analysis is designed to eliminate those retailers that for any reason would not be a candidate for Lake Elsinore. Considered in this analysis are such factors as, verification of a retailer currently operating or expanding into your market, location of operations in similar cities, and competition and cannibalization from nearby locations. Once this analysis is complete, the preliminary list of retailers will be discussed and reviewed with Lake Elsinore. Based on the selections by the sponsor, a final list of up to twenty (20) retailers will be created for the development of marketing (pursuit) packages. Figure 4: Example - Trade Area Consumers Matched with Retailer Customer Profile -: glwXYZ Company Pohman Location �v fr 3F" a -re .; ri e ry .r 1 5,,1 .1" lS ,.,a . j x 1 1 im i ii I I i 1 1 ! 1 2 3 4 5 0 7 8 910E 1121 3 141 9tBFT8T£182V22MRMtY728N6 8 73836 40111213!4#51617487 15Z3Er9E 7 ®051334 ! 36 Buxton c 13 Agenda Item No. 4 Page 29 of 55 CommunityilY 4. Delivering Lake Elsinore's Marketing Packages Buxton will assemble individualized marketing (pursuit) packages for each targeted retailer. At Lake Elsinore's request, Buxton will customize each marketing package for presentation to individual retailers, developers, real estate brokers or potential franchisees. Because it is tailored to the specific needs of the target audience, each marketing package is ready to use as collateral marketing materials providing compelling and precise information that demonstrates Lake Elsinore's qualifications as a location. Each marketing package contains: 1. Map of the retail site and trade area 2. Map of retailer's potential customers 3. Retailer match report that compares the site's trade area characteristics with the retailer's locations in similar trade areas 4. Demographic and psychographic profiles of the households in the trade area 5. Contact information for the person at the retailer who has location decision responsibilities Community /D® targets not only specific companies but also the individual in the company who has the responsibility for location decisions. To provide the best possible reception when Lake Elsinore contacts the targeted retailer, Buxton notifies each company that Lake Elsinore has been qualified by Buxton as a potential viable location for a store, restaurant or development and should expect to be contacted by a representative of the city. Buxton' 14 Agenda Item No. 4 Page 30 of 55 r7r. Communi D- _ ___________ _ Figure 5: Example - Retail Match Report (Retail Match Report summarizes a city's location advantages for a specific retailer). C ommun D' Retailer Match Report Lame: XYZ Company Site: State Eliglvwap 314 & Gri4e lioad Report D 411502005 Your Community, USA Segmentation WWI) (IS Minute Drive Time) 1,29E � . � 1 4 9 4 5 6 7 8 0 10131 29$#15.4627161690211 3X252627 2420 TZMUM3537 041 42434446-0 0049MS' UO WEfi9fi7WM6008262 07643 Company Prone (dominant Segments ® Company Prone {N Other Segments} — Site Prot rode 1lrei animism (IS Kieft mine Terre) Tour Community, USA XTt Company Site Trade Area Average Trade Areagi 2001 Estimated 260: Projected Total Population 43,925 44,116 47,311 Total Homseholds 17278 17,817 11,903 1ietaier Dominant Segment IlousehoIlt 9,7n. 12.470 13,412 Daytime eNartda0') Pop on 14,170 17.160 29 ,1II W n P1Pnt# ev9 y (ha. to 4**te44IN tls61f4d into gog atE65 citittict Sa eritds Tim* l7rM3 time is uaud to define Inn. dada wea. P`Ilar1 99!ir. 4d by Rlat n�7R1&Rhc{$5 Ovid Yp81k$iig lmta'gC. W Any addrndfd tlfat roams to rd Dead three pent of e: redden 1 9 68 9d podia t tt S ARM. W4 $ t Pfeil* Mods Arw (hose aaPnents YJWR 4w she's *tog erati9 era ($J a . IP parka* Xi Coo perry 4add arenas Amid hx th owning are r in pep'latlan and ftdid dt typo 19 Yas Ca My. USA. man mg member at psrsan 'rrnplyed In der dflss erne tagde eras nw h./M toft∎Ws.+WWI, Bun. 15 Agenda Item No. 4 Page 31 of 55 Commun' !D° �Y DELIVERABLES Community /D® deliverables will be presented to Lake Elsinore in two bound hard copies and in SCOUT ®, an electronic format (described below). SCOUT® is an online marketing system that will allow you to effectively use Community /Do by enabling you to showcase your best retail site to achieve maximum results. You can access Community /D® reports via SCOUT® to reproduce maps, site - specific data and generate your own custom marketing presentations. With SCOUT® you are directly tied to Lake Elsinore password protected data, maintained and updated in Buxton's databanks. Using your computer you can tailor reports and presentations and immediately respond to questions or information requests from retailers or developers. SCOUT® allows you to: • Graphically display and count the households that appeal to specific target retailers • Create a Leakage /Surplus Analysis report for any location in your community • Manage all your retail- specific data, from maps to photos to zoning information, in a central location • Merge your community's existing marketing materials with Community /D® • Select the information that best makes your case • Store and retrieve information on retail buildings and sites • Organize all relevant retail information in a central data center • Present all materials electronically to recruit retailers and developers Beginning in the second year, additional retail marketing packages will be available through SCOUT at the rate of five (5) retailers each month until all matches identified in the initial project are delivered. Beginning in the third year, a complete refresh will be provided using updated data. Deliverables include the following: • Drive Time Trade Area Map • Retail Site Assessment — includes Retail Leakage /Supply Analysis and Customer Profile • Retail Match List • Final Report and Marketing (Pursuit) Packages • An electronic presentation highlighting the Community /D® process and findings will be a part of the deliverables. It is designed for local presentations to chambers of commerce, civic clubs and other groups interested in the retail development of Lake Elsinore. I uxto : 16 Agenda Item No. 4 Page 32 of 55 Co mmon ' li�* �Y VI. PROJECT TEAM Team members for your project will include Buxton personnel with strong retail and economic development backgrounds as well those from operations: the Territory Business Manager, appropriate Senior Vice President and Client Services representative. Lisa Hill Territory Business Manager Community /D Division As a Community /D territory business manager, Lisa works with municipalities in their retail economic development efforts. By understanding what retailers need to make site selection decisions, Lisa enables community leaders to understand and "speak retail." Prior to covering California, she focused on communities in Missouri and Kansas. Lisa brings a strong knowledge of the Community /D retail economic development strategy and a solid background in client service to her position. Lisa received her B.A. degree from Texas Wesleyan University and is a member of the International Council of Shopping Centers (ICSC). R� 4 , Amy Wetzel Senior Vice President, Community /D® Division, Western Region Amy brings more than 15 years of marketing, retail and business development experience to her position. Prior to joining Buxton, Amy held positions with the Colleyville (Texas) Chamber of Commerce, Baylor Health Care System and Andersen. Amy has worked with numerous communities to establish or enhance their retail recruitment strategies and has been a featured presenter at many organizations, including the Association of Washington Cities, the Urban Land Institute, the National League of Cities, and the League of California Cities. She is a member of the California Association of Local Economic Developers, the California Redevelopment Association and the Association of Washington Cities. Amy holds a bachelor's degree in communications from Baylor University. &W on 17 Agenda Item No. 4 Page 33 of 55 Communi �Y /EY Philip Davis Manager /Senior GIS Analyst Community /D® Division As senior analyst for the Community /D® division, Philip oversees every aspect of Community /D® projects in Buxton's GIS department. His duties include supervising daily operations, working with clients, managing projects and serving as a liaison between analysts and the sales team. Philip has managed the GIS function for more than 350 Community /D® projects for such clients as San Jose, CA; Atlanta, GA.; and Birmingham, AL. Working on projects for two divisions in the company has given Philip a complete understanding of both the retail industry and municipal needs, adding to his expertise in community retail recruitment. Philip graduated from the University of North Texas with a degree in Geography. Bill R. Shelton, CEcD Partner Community /D® Division Bill is a founding partner of Community /D®, Buxton's retail development program for communities. For more than 20 years, Bill worked for the Fort Worth Chamber of Commerce, serving 16 years as its president. He is a Certified Economic Developer and is past chair of the American Economic Development Council. A founding member of the Texas Economic Development Council, he has served as the organization's president. Bill was honored with a lifetime membership to the International Economic Development Council. Bill's professional service also includes serving as dean of the Basic Economic Development Course at Texas A &M University. Bill holds a bachelor's degree in marketing from the University of Texas at Austin, and he completed post - graduate studies at Texas A &M University. Buxtort 18 Agenda Item No. 4 Page 34 of 55 Community Harvey H. Yamagata President Community /D® Division Clients benefit from the expertise Harvey has gained during 35 years in retail, including leadership roles in brick and mortar, catalog and website retailing. His 20 -year career at Tandy Corporation covered the time when the company grew from $350 million to $3.5 billion in sales and took him from retailing in Europe to opening distributors in Asia. He headed the marketing efforts of the RadioShack Business Products division at a time when they held the major share in the burgeoning personal computer market. Harvey received a bachelor's degree from the University of Wisconsin and a master of business administration degree from Texas Christian University. Buxton .R 19 Agenda Item No. 4 Page 35 of 55 Communi 0 �Y VII. PROJECT REQUIREMENTS To effectively initiate this project, we request that you provide the following: 1. Project Liaison • Lake Elsinore will designate a project manager who will serve as Buxton's primary contact during the project. 2. Community Information and Reports • City logo (vector file — request your ad agency and /or printer) • Addresses and descriptive information for up to three sites that will be evaluated • Current traffic count data • List of planned retail, commercial or mixed use (either proposed or in development) in the community • List of major, national or regional retailers that have closed, left or moved from the community • General community marketing materials, data and economic reports Project Launch A conference call with representatives of Lake Elsinore and the Buxton Project Team will officially launch the project. The project launch will occur when: 1. An agreement is executed 2. The initial payment is received, and 3. The Community Information and Reports are received Buxtoir 20 Agenda Item No. 4 Page 36 of 55 Communit Y IDW VIII. TIMELINE The following timeline is sequential and cumulative. It starts on the day of the project launch conference call. Business Days Client Responsibilities Buxton Responsibilities Start Provide to Buxton all necessary community information. Day 1 Participate in the launch call. Participate in the launch call. Day 6 Trade Area Map ships. Day 13 Approve Trade Area Map. Day 18 Retail Site Assessment ships. Approve Retail Site Assessment Day 25 and submit selection of site for retail matching. Day 40 Retail Match List ships. Submit selections of all retail Day 50 matches to be included in the Final Report and Retail Marketing Packages. Day 60 Final Report and Retail Marketing Packages ship. By adhering to this timeline, the CommunitylD® deliverables (Retail Match Reports — both the hard -copy and SCOUT ®, the electronic version) will be sent on or before 60 -days after the launch date. Any missed target dates can delay the final delivery date. If there are extenuating circumstances that prevent target dates from being met, a new timeline will be developed. Delays of more than 45 days in timeline schedule by the community will result in an administrative fee of five percent (5 %) of the contract price to be charged. B uon ' 21 Agenda Item No. 4 Page 37 of 55 EXHIBIT `B" SCHEDULE OF CHARGES Agenda Item No. 4 Page 38 of 55 _' ..fi CommunitylLY IX. FEE FOR SERVICES The Cost of Community /D® is $50,000; payable as follows: 1. $20,000 due upon execution of this agreement 2. $10,000 due upon delivery of retail site assessment 3. $20,000 due upon delivery of retail marketing packages Hard copies of all Community /D® deliverables including marketing packages will be provided. SCOUT® will be delivered for one -year with this agreement and includes the following: 1. Waived - Monthly maintenance fee of $1,000 per month 2. Waived - Set Up fee of $3,000 3. Two Marketing (Pursuit) Packages at no cost Additional Research Services (post analysis) Marketing (Pursuit) Packages (Match reports for additional specific retailers) - Includes two bound hard copies and an electronic version $2,000 Bu torl 22 IDentifying C rsomers Agenda Item No. 4 Page 39 of 55 CommunitylD X. SIGNATURE PAGE This agreement is between Lake Elsinore and Buxton (the "Parties ") for the performance of services described in this proposal. The Parties agree that an independent contractor /employer relationship is created as a result of this agreement. Buxton will not be considered an agent or employee of Lake Elsinore for any purpose. This agreement may be terminated by Lake Elsinore at any time upon written notice of thirty (30) days. If this agreement is terminated, Buxton will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, Lake Elsinore may be required to provide Buxton with a certificate indicating it is a non - profit corporation and not subject to Texas Sales and Use Tax. Agreed and accepted this day of , 2008. Matt Pressey David Glover Director of Administrative Services Chief Financial Officer City of Lake Elsinore Buxton 130 South Main Street 2651 S. Polaris Drive Lake Elsinore, CA 92530 Fort Worth, TX 76137 (Signature) (Signature) Bu ron 2� 10 noifyingC EXHIBIT "C "@ CERTIFICATE OF EXEMPTION FROM WORKERS= COMPENSATION INSURANCE I hereby certify that in the performance of the work for which this Agreement is entered into, I shall not employ any person in any manner so as to become subject to the Workers' Compensation Laws of the State of California Executed on this day of 199 at California. Consultant Agenda Item No. 4 Page 40 of 55 Client#: 66735 18BUXTOCOM ACORD,, CERTIFICATE OF LIABILITY INSURANCE DATE(MM/D PRODUCER I 7/25/06 D/ THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMAT Wortham Insurance & Risk Mgt ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE ION 1600 West Seventh Street HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR Fort Worth, TX 76102 -2505 ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. 817 336 -3030 INSURERS AFFORDING COVERAGE NAIC # INSURED Buxton Company INSURER A: Continental Insurance Company 35289 2651 S. Polaris Drive INSURER B: Continental Casualty Company 20443 Fort Worth, TX 76137 INSURER C: Valley Forge Insurance Company 20508 INSURER D: Federal Insurance Company 20281 INSURER E: National Fire Insurance Co of Hartfo 20478 COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR AUDI. LTR NSRC TYPE OF INSURANCE POLICY NUMBER P ATE (MM /DDIYYYVIE P DAAT (MM/D LIMITS A GENERAL LIABILITY 2093358583 07/13/08 07/13/09 EACH OCCURRENCE X COMMERCIAL GENERAL LIABILITY $ =000.000 I CLAIMS MADE © OCCUR DAMAGE (ERENTED r nce) $300,000 MED EXP (Any one person) $5 000 _ PERSONAL 8 ADV INJURY $1,000, GENERAL AGGREGATE $2,000 000 —1 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OP AGG $2,000,000 POLICY [ JECT n LOC _ E AUTOMOBILE LIABILITY 1079708301 07/13/08 07/13/09 X ANY AUTO COMBINED SINGLE LIMIT (Ea accident) $1,000,000 ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per person) $ X HIRED AUTOS _ X NON -OWNED AUTOS BODILY INJURY $ (Per accident) PROR DAMAGE (Per ac PETY cident) $ GARAGE LIABILITY 7 AUTO ONLY - EA ACCIDENT $ ANY AUTO OTHER THAN EA ACC $ AUTO ONLY: AGG $ B EXCESS/UMBRELLA LIABILITY 2093460191 07/13/08 07/13/09 EACH OCCURRENCE $ 7 OCCUR n CLAIMS MADE AGGREGATE E5,000,000 $ DEDUCTIBLE - $ X RETENTION $ 10000 C WORKERS COMPENSATION AND CO2093007771 05/03/08 05/03/09 1 MIT I IoTH- $ EMPLOYERS' LIABILITY T Y I IMITS FR ANY PROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $1,000,000 OFFICER/MEMBER EXCLUDED? If yes, describe under E.L. DISEASE - EA EMPLOYEE $1,000,000 SPECIAL de PROVISIONS below E.L. DISEASE - POLICY LIMIT $1,000,000 D OTHER E & 0 68017554 11/11/07 11/11/08 3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES /EXCLUSIONS ADDED BY ENDORSEMENT / SPECIAL PROVISIONS Blanket Additional Insured coverage and Blanket Waiver of Subrogation is subject to a written contract between the Named Insured and The City of Elsinore, its elected or appointed officers, officials, employees, agents and volunteers that requires such status on the GL and Auto. Waiver of (See Attached Descriptions) CERTIFICATE HOLDER CANCELLATION SEE BELOW & PAGE 2 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION City of Lake Elsinore DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL DAYS WRITTEN Attn: City Manager NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL 130 South Main St IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR Lake Elsinore, CA 92530 REPRESENTATIVES. AUTHORIZED REPRESENTATIVE •w - C • Aer / ACORD 25 (2001/08) 1 of 3 #S51454/M48085 18KKL o AccAvemepitt Page 41 of 55 IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. CANCELLATION NOTICE The CANCELLATION NOTICE on the CERTIFICATE OF INSURANCE is amended to include the following wording: The Insurance Companies may cancel the described policy(ies) by mailing or delivering ten (1 0) days written notice of cancellation to the Named Insured for: (1) Non Payment of premium or (2) any other circumstance permitted by state law or policy conditions. ADDITIONAL INSURED DISCLAIMER Coverage for Additional Insureds can vary significantly from policy to policy and thus Additional Insured status does not guarantee protection for all losses. Coverage is subject to actual policy terms and conditions. ACORD 25.S (2001108) 2 of 3 #S51454/M48085 Agenda Item No. 4 Page 42 of 55 subrogation endorsement will apply only to the extent provided by law per any contractual provision on the Workers Compensation.30 Day Notice of Cancellation except 10 Day Notice for Cancellation for Non Pay. Primary and Non Contributory coverage applies to the GL. t,. sv ' $. P xis ' M AMS 25.3 (2001/08) 3 of 3 #8514541M48085 Agenda Item No. 4 Page 43 of 55 EXHIBIT "D" LIST OF SUBCONTRACTORS [INSERT] Agenda Item No. 4 Page 44 of 55 r Community/D" X. SIGNATURE PAGE This agreement is between Lake Elsinore and Buxton (the "Parties ") for the performance of services described in this proposal. The Parties agree that an independent contractor /employer relationship is created as a result of this agreement. Buxton will not be considered an agent or employee of Lake Elsinore for any purpose. This agreement may be terminated by Lake Elsinore at any time upon written notice of thirty (30) days. If this agreement is terminated, Buxton will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, Lake Elsinore may be required to provide Buxton with a certificate indicating it is a non- profit corporation and not subject to Texas Sales and Use Tax. Agreed and accepted this day of , 2008. Matt Pressey David Glover Director of Administrative Services Chief Financial Officer City of Lake Elsinore Buxton 130 South Main Street 2651 S. P 's Drive Lake Elsinore, CA 92530 Fort W h, T 76137 ...4.441 4 (Signature) (Signature U 23 Agenda Item No. 4 Page 45 of 55 mix Communi U XI. ENDORSEMENTS /REFERENCES Buxton prides itself on exceptional client service that results in ongoing client satisfaction. Following are just a few of many endorsements from Community /D® clients. Bu 24 Agenda Item No. 4 Page 46 of 55 Buxron® ng - CommunitylD References City of Albertville, AL City of Covington, VA Jennifer Palmer Claire Collins President- Chamber of Commerce City Manager 316 Sand Mountain Drive East 333 W. Locust Avenue Albertville, AL 35950 Covington, VA 24426 (256) 878 -3821 (540) 965 -6300 jmoorepalmer @charter.net ccollins @covington.va.us Village of Broadview, IL City of Cupertino, CA Henry Vicenik Kelly Kline Village President Redevelopment/Economic Dev. Manager 2350 South 25 Avenue 10300 Torre Avenue Broadview, IL 60155 -3800 Cupertino, CA 95014 (708) 681 -3600 (408) 777 -3200 hvicenik @villageofbroadview.com kellyk @cupertino.org City of Clemson, SC City of Denton, TX Chip Boyles Linda Ratliff Assistant City Manager Director of Economic Development 1200 - 3 Tiger Blvd. 101 S. Locust, Suite 500 Clemson, SC 29633 — 1566 Denton, TX 76201 (864) 653 -2030 (940) 349 -8303 cboyles @cityofclemson.org Iinda.ratliff @cityofdenton.com City of Colleyville, TX City of Duncanville, TX Bill Lindley Earle Jones City Manager Director of Economic Development 100 Main Street 203 E. Wheatland Road Colleyville, TX 76034 Duncanville, TX 75138 (817) 503 -1110 (972) 780 -5093 lindleyw @ci.colleyville.tx.us ejones@ci.duncanville.tx.us City of Colonial Heights, VA City of Edinburg, TX Richard Anzolut Ramiro Garza City Manager Executive Director P.O. Box 3401 602 West University Drive, Suite B Colonial Heights, VA 23834 Edinburg, TX 78539 (804) 520 -9265 (956) 383 -7124 citymanager @colonial- heights.com Ramiro @edinburgedc.com City of Covington, TN City of Fuquay - Varina, NC Mayor David Gordon Carla Morgan 200 W. Washington Director of Finance Covington, TN 38019 401 OId Honeycutt Road (901) 476 -9613 Fuquay Varina, NC 27526 dgordon @covingtontn.com (919) 552 -1439 chmorgan(a�fuquay- varina.orq Last Revised 6 - 17 - 08 Agenda Item No. 4 Page 47 of 55 City of Gardena, CA G. Yvonne Mallory Economic Development Manager City of Kingsport, TN 1700 West 162 Street Jeff Fleming Gardena, CA 90247 -3778 Assistant City Manager (310) 217 -9533 225 W. Center Street ymallory@ci.gardena.ca.us Kingsport, TN 37660 (423) 229 -9381 City of Gary, IN flemin Ben Clement 9 @ci.kingsport.tn.us Director of Economic Development 839 Broadway, 2nd Floor Gary, IN 46402 Logan County (CO) Planning and Zoning, CO (219) 881 -4997 Jim Neblett ben_clement_99@yahoo.com County Planner 315 Main Street, Suite 2 City of Hercules, CA Sterling, CO 80751 Steve Lawton (970) 522 -7879 Director of Community Development neblettj @loganco.gov 111 Civic Drive Hercules, CA 94547 (510) 799 -8233 City of Marion, IN slawton @ci.hercules.ca.us Wayne Seybold Mayor City of Hesperia, CA 301 S. Branson Street Lisa LaMere Marion, IN 46952 Analyst (765) 668 -4401 15776 Main Street wseybold @marionindiana.us Hesperia, CA 92345 (760) 947 -1910 Ilamere @cityofhesperia.us City of Maryville, MO Lee Langerock Maryville Chamber of Commerce City of Jacksonville, FL 423 N. Market Glenda Washington Maryville, MO 64468 Director (660) 582 -8643 5000 -3 Norwood Ave. ecodev @asde.net Jacksonville, FL 32208 (904) 924 -1100 genda.washington@myjaxchamber.com City of McKinney, TX John Kessel City of Kennewick, WA Executive Director of Development Services Ken Nelson 222 North Tennessee Economic Development Direcotor McKinney, TX 75070 210 West Sixth Street (972) 547 -7402 Kennewick, WA 99336 jkessel @mckinneytexas.org (509) 585 -4252 ken.nelson @ci.kennewick.wa.us Last Revised 6 -17 -08 Agenda Item No. 4 Page 48 of 55 Montgomery County Economic Development City of Paramount, CA Joseph Tuss Joe Perez Director Community Development Director 451 West 3rd Street, 10th Floor 16400 Colorado Avenue Dayton, OH 45422 Paramount, CA 90723 (937) 225 -5021 (562) 220 -2225 tussj @mcohio.org jperez @paramountcity.com City of Moore, OK City of Park Ridge, IL Deidre Ebrey Kim Uhlig Director of Economic Development Economic Development Director 301 N. Broadway 505 Butler Place Moore, OK 73160 Park Ridge, IL 60068 (405) 793 -5224 (847) 318 -6013 DiedreE @cityofmoore.com kuhlig @parkridge.us City of Morganton, NC City of Perris, CA Sharon Jablonski Michael McDermott Mainstreet Director Director, Real Estate and Development 112 B West Union Street 101 North D Street Morganton, NC 28655 Perris, CA 92570 (828) 438 -5252 (951) 943 -6100 ext 245 downtownmorganton @compascable.net mmcdermott @cityofperris.org City of New Braunfels, TX Town of Pinetop - Lakeside, AZ Mike Meek Connie Boggs President Executive Director Greater New Braunfels Chamber of Commerce 1715 West John L. Fish 390 South Seguin Pinetop - Lakeside, AZ 85929 New Braunfels, TX 78131 (928) 368 -4000 (830) 608 -2808 mainst @cybertrails.com meek @nbcham.org City of Palm Springs, CA Richmond/Wayne County (IN) Convention John S. Raymond, Community & ED Director and Tourism Bureau, IN Cathy Van Horn, ED Administrator Mary Walker 3200 East Tahquitz Canyon Way Executive Director Palm Springs, CA 92263 -2743 5701 National Road East (760) 323 -8259 Richmond, IN 47374 johnr @ ci.palm - springs.ca.us (765) 935 -8687 cathyv @ci.palm - springs.ca.us mwalker @visitrichmond.org Last Revised 6 -17 -08 Agenda Item No. 4 Page 49 of 55 City of Rochelle, IL City of Sumter, SC Peggy Friday Ray Reich Commercial /Retail Development Coordinator Downtown Director 420 N. 6th Street 21 North Main Street P.O. Box A Sumter, SC 29150 Rochelle, IL 61068 (803) 436 -2535 (815) 561 -2058 rreich @sumter - sc.com pfriday@rochelle.net City of San Jose, CA City of West Plains, MO San Jose Redevelopment Agency Kris Norman Anne Stedler Economic Development Director Senior Development Officer 401 Jefferson Avenue 200 East Santa Clara Street, 14th floor West Plains, MO 65775 San Jose, CA 95113 (417) 256 -4433 (408) 795 -1817 kris @wpchamber.com anne.stedler@sanjoseca.gov City of Salem, IL City of Yukon, OK Tracey McDaneld Jim Crosby Economic Development Director City Manager 321 W. Main Street 500 W. Main Street Salem, IL 62881 Yukon, OK 73085 (618) 548 -7021 (405) 354 -1895 ecodev @salemil.us jcrosby @ci.yukon.ok.us City of Selma, CA D. B. Heusser City Manager 1710 Tucker Street Selma, CA 93662 (559) 260 -4577 dbh @cityofselma.com City of South Bend, IN Bill Schalliol Economic Development Planner 1200 County City Building South Bend, IN 46601 (574) 235 -5842 bschalli @southbendin.gov City of St. Paul, MN Craig Blakely Strategic Planner 25 West Fourth Street City Hall Annex, 1100 St. Paul, MN 55102 (651) 266 -6697 Craiq.Blakelytc ' i ci.stbaul.mn.us Last Revised 6 - 17 - 08 Agenda Item No. 4 Page 50 of 55 Population 10,000 and below City of Andalusia, AL Lawrence County, AL Richard "Tucson" Roberts Vicki Morese Economic Development Director Executive Director 505 E. Three Notch Street 12001 AL Highway 157 Andalusia, AL 36420 Moulton, AL 35650 (334) 222 -7040 (256) 974 -1658 ccedc @alaweb.com Icc @hiwaay.net City of Bridgeport, TX City of Rochelle, IL Mr. William Myers Peggy Friday Director of Economic Development Commercial /Retail Development Coordinator City of Bridgeport 420 N. 6th Street 1107 8 Street P. 0. Box A Bridgeport, TX 76426 Rochelle, IL 31068 (940) 683 -6633 (815) 561 -2058 pfriday@rochelle,.net Village of Broadview, IL Henry Vicenik Sealy Economic Development Corporation, TX Village President Kim Meloneck 2350 South 25 Avenue Economic Development Director Broadview, IL 60155 -3800 415 Main (708) 681 -3600 Sealy, TX 77474 hvicenik @villageofbroadview.com (979) 885 -3511 kmeloneck@ci.sealy.tx.us City of Covington, TN Mayor David Gordon Town of Pinetop - Lakeside, AZ 200 W. Washington Connie Boggs Covington, TN 38019 Executive Director (901) 476 -9613 1715 West John L. Fish dgordon @covingtontn.com Pinetop- Lakeside, AZ 85929 (928) 368 -4000 mainst @cybertrails.com City of Covington, VA Clarie Collins Population 10,000 — 30,000 City Manager 333 W. Locust Avenue City of Albertville, AL Covington, VA 24426 Jennifer Palmer (540) 965 -6300 President - Chamber of Commerce ccollins @covington.va.us 316 Sand Mountain Drive East Albertville, AL 35950 (256) 878 -3821 jmoorepalmer(a�charter. net Last Revised 6 -17 -08 Agenda Item No. 4 Page 51 of 55 City of Clemson, SC Logan County Planning and Zoning, CO Chip Boyles Jim Neblett Assistant City Manager County Planner 1200 - 3 Tiger Blvd. 315 Main Street, Suite 2 Clemson, SC 29633 —1566 Sterling, CO 80751 (864) 653 -2030 (970) 522 -7879 cboyles @cityofclemson.org neblettj @loganco.gov City of Colleyville, TX City of Maryville, MO Bill Lindley Lee Langerock City Manager Maryville Chamber of Commerce 100 Main Street 423 N. Market Colleyville, TX 76034 Maryville, MO 64468 (817) 503 -1110 (660) 582 -8643 lindleyw @ci.colleyville.tx.us ecodev @asde.net City of Colonial Heights, VA City of Morganton, NC Richard Anzolut Sharon Jablonski City Manager Mainstreet Director P.O. Box 3401 112 B West Union Street Colonial Heights, VA 23834 Morganton, NC 28655 (804) 520 -9265 (828) 438 -5252 citymanager @colonial- heights.com downtownmorganton @compascable.net City of Fairmont, WV City of Salem, IL Jay Rogers Tracey McDaneld City Planner Economic Development Director 200 Jackson Street 321 W. Main Street Fairmont, WV 26554 Salem, IL 62881 (304) 366 -6211 (618) 548 -7021 cityplanner @cityoffairmontwv.com ecodev @salemil.us City of Fuquay - Varina, NC City of Selma,CA Carla Morgan D. B. Heusser Director of Finance City Manager 401 Old Honeycutt Road 1710 Tucker Street Fuquay Varina, NC 27526 Selma, CA 93662 (919) 552 -1439 (559) 260 -4577 chmorgan @fuquay - varina.org dbh @cityofselma.com City of Hercules, CA City of West Plains, MO Steve Lawton Kris Norman Director of Community Development Economic Development Director 111 Civic Drive 401 Jefferson Avenue Hercules, CA 94547 West Plains, MO 65775 (510) 799 -8233 (417) 256 -4433 slawton @ci.hercules.ca.us kris @wpchamber.com Last Revised 6 -17 -08 Agenda Item No. 4 Page 52 of 55 City of Yukon, OK City of Park Ridge, IL Jim Crosby Kim Uhlig City Manager Economic Development Director 500 W. Main Street 505 Butler Place Yukon, OK 73085 Park Ridge, IL 60068 (405) 354 -1895 (847) 318 -6013 jcrosby @ci.yukon.ok.us kuhlig @parkridge.us Population 30,000 — 50,000 City of Perris, CA Michael McDermott City of Duncanville, TX Director, Real Estate and Development Earle Jones 101 North D Street Director of Economic Development Perris, CA 92570 203 E. Wheatland Road (951) 943 -6100 ext 245 Duncanville, TX 75138 mmcdermott@cityofperris.org (972) 780 -5093 ejones @ci.duncanville.tx.us Richmond/Wayne County Convention and Tourism Bureau, IN City of Kingsport, TN Mary Walker Jeff Fleming Executive Director Assistant City Manager 5701 National Road East 225 W. Center Street Richmond, IN 47374 Kingsport, TN 37660 (765) 935 -8687 (423) 229 -9381 mwalker @visitrichmond.org fleming @ci.kingsport.tn.us Population 50,000 — 70,000 City of Edinburg, TX Ramiro Garza City of Cupertino, CA Executive Director Kelly Kline 602 West University Drive, Suite B Redevelopment/Economic Dev. Manager Edinburg, TX 78539 10300 Torre Avenue (956) 383 -7124 Cupertino, CA 95014 Ramiro @edinburgedc.com (408) 777 -3200 kellyk @cupertino.org City of Moore, OK City of Kennewick, WA Deidre Ebrey Ken Nelson Director of Economic Development Economic Development Direcotor 301 N. Broadway 210 West Sixth Street Moore, OK 73160 Kennewick, WA 99336 (405) 793 -5224 (509) 585 -4252 DiedreE @cityofmoore.com ken.nelson @ci.kennewick.wa.us City of Palm Springs, CA City of Marion, IN John S. Raymond, Community & ED Director Wayne Seybold Cathy Van Horn, ED Administrator Mayor 3200 East Tahquitz Canyon Way 301 S. Branson Street Palm Springs, CA 92263 -2743 Marion, IN 46952 (760) 323 -8259 (765) 668 -4401 johnr @ci.palm - springs.ca.us wseybold @marionindiana.us cathw @ci.oalm- springs.ca.us Last Revised 6 -17 -08 Agenda Item No. 4 Page 53 of 55 City of New Braunfels, TX City of Hesperia, CA Mike Meek Lisa LaMere President 15776 Main Street Greater New Braunfels Chamber of Commerce Hesperia, CA 92345 390 South Seguin (760) 947 -1910 New Braunfels, TX 78131 Ilamere @cityofhesperia.us (830) 608 -2808 meek @nbcham.org Montgomery County Economic Development City of Paramount, CA Joseph Tuss Joe Perez, Community Development Director Director 16400 Colorado Avenue 451 West 3rd Street, 10th Floor Paramount, CA 90723 Dayton, OH 45422 (562) 220 -2225 (937) 225 -5021 jperez @paramountcity.com tussj@ mcohio.org Population 70,000 + City of McKinney, TX City of Denton, TX John Kessel Linda Ratliff Executive Director of Development Services Director of Economic Development 222 North Tennessee 101 S Locust, Suite 500 McKinney, TX 75070 Denton, TX 76201 (972) 547 -7402 (940) 349 -8303 jkessel @mckinneytexas.org linda.ratliff @cityofdenton.com City of San Jose, CA City of Gary, IN San Jose Redevelopment Agency Ben Clement Anne Stedier 839 Broadway, 2nd Floor Senior Development Officer Gary, IN 46402 200 East Santa Clara Street, 14th floor (219) 881 -4997 San Jose, CA 95113 ben clement_99 @yahoo.com (408) 795 -1817 anne.stedler @sanjoseca.gov City of Jacksonville, FL City of Sumter, SC Glenda Washington Ray Reich 5000 -3 Norwood Ave. Downtown Director Jacksonville, FL 32208 21 North Main Street (904) 924 -1100 Sumter, SC 29150 genda.washington@myjaxchamber.com (803) 436 -2535 rreich @sumter- sc.com City of Gardena, CA City of South Bend, IN G. Yvonne Mallory Bill Schalliol Economic Development Manager Economic Development Planner 1700 West 162 Street 1200 County City Building Gardena, CA 90247 -3778 South Bend, IN 46601 (310) 217 -9533 (574) 235 -5842 ymallorv( ci.gardena.ca.us bschallk southbendin.gov Last Revised 6 -17 -08 Agenda Item No. 4 Page 54 of 55 City of St. Paul, MN Craig Blakely Strategic Planner 25 West Fourth Street City Hall Annex, 1100 St. Paul, MN 55102 (651) 266 -6697 Craig.Blakely @ci.stpaul.mn.us Last Revised 6 -17 -08 Agenda Item No. 4 Page 55 of 55