HomeMy WebLinkAboutO-1988-1599
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ORDINANCE NO. /j(~q
AN ORDINANCE APPROVING AND AUTHORIZING A CONTRACT WITH KPMG PEAT
MARWICK TO PREPARE AN ECONOMIC DEVELOPMENT STUDY FOR THE CITY OF LA
PORTE~ MAKING VARIOUS FINDINGS AND PROVISIONS RELATING TO THE
SUBJECT~ FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW~ AND
PROVIDING AN EFFECTIVE DATE HEREOF.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE:
Section 1. The City Council hereby approves and authorizes the
contract, agreement or other undertaking described in the title of
this ordinance, in substantially the form as shown in the document
which is attached hereto and incorporated herein by this reference.
The Mayor is hereby authorized to execute such document and all
related documents on behalf of the City of La Porte. The City
Secretary is hereby authorized to attest to all such signatures and
to affix the seal of the City to all such documents.
Section 2.
The City Council officially finds, determines,
recites and declares that a sufficient written notice of the date,
hour, place and subject of this meeting of the City Council was
posted at a place convenient to the public at the City Hall of the
City for the time required by law preceding this meeting, as
required by the Open Meetings Law, Article 6252-17, Texas Revised
Civil Statutes Annotated~ and that this, meeting has been open to the
public as required by law at all times during which this ordinance
and the subject matter thereof has been discussed, considered and
formally acted upon. The City Council further ratifies, approves
and confirms such written notice and the contents and posting
thereof.
Section 3. This Ordinance shall be effective from and after
its passage and approval, and it is so ordered.
PASSED AND APPROVED, this 12th day of September, 1988.
CITY OF LA PORTE
BYI!tc:t:-G&e ~
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City Secretary
APPROVED: ./ _
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City Attorney
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EXHIBIT I
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THE CITY OF LA PORTE
lUTER-OFFICE NE~mRANDUH
JUNE 28, 1988
TO:
ROBERT T. HERRERA, CITY MAUAGER
JOHN JOERNS, ASST. CITY MANAGER
SUBJECT:
REVIEW ON INITIAL EVALUATION OF PROPOSALS'
FOR AN ECONOMIC DEVELOPMENT PLAN FOR THE
CITY OF LA PORTE ..
An Initial Evaluation Committee composed of Joel H. Albrecht, Steve
Gillet t and J an ie Ba is was appo inted to make the in it ia 1 rev iew and
evaluation of the eight (8) proposals received for the writing of an
EconoQic Development Plan.
The Coromi ttee met on June 23, 1988, to agree on the proc edure for
evaluating the proposals and adopted the procedure used for the
evaluation of the LPAWA Civil Engineering proposals. During the
ensuing weekend each of the Committee members independently reviewed
the eight (8)" proposals. The Committee then met June 27, 1988 to
compile and revie'tl the results of the individual evaluations and to
establish weighting factors for the three (3) principal categories
used in th~ evaluation.
The results of the combined evaluations are shown on Exhibit "A", "B",
"C~ and "0", copies of which are attached.
Exhib it "A" shows the rat ings by ind i v idua1 committee members, the
average rating, the agreed weighting and "Final Rating" Cor the
category "Personnel Qualifications."
Exhibit "B" and "C" show the same items as Exhibit "A" for the
category "Experience of Firm" and category "Hethodology."
Exhib it "0" summa r izes the "F ina1 Rat ings" from the eight (8) firms
based on the total of the "Final Ratings".
The ratings by the individuals whj.ch results in the ultimate "Total
Ratings" are based on the guidelines shown on Exhibit "E" and titled
"Basis of Rating Categories."
The Committee has not had any contact with persons representing any of
the firms submitt ing proposals nor have they contacted any of the
references, due to the caliber of the firms.
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Initial Evaluation of Proposals
June 28, 1988
Page 2
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Based on these evaluations, the Committee submits the three (3)
highest ranked firms (in order of ranking) which are as follows:
1. KPHG Peat Harwick
2. Laventhal & Holwath
3. Mercer/Slaven, Inc.
The Committee feels that the evaluations
impartial and reflects the members combined
\ve will be happy to respond to quest ions
office regarding details of the proposals.
Respectfully submitted,
J e . Albrecht
. ector of Community Development '
submitted are fair and
and unanimous judgement.
from the' C~ty Hanager' s
Steve
Director of Pu
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J nie Bais
Assistant to City Manager
JHA/SG/JL/nb
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\WRKSHEET 1
DETERMINATION OF WEIGHTING FACTORS
IN SELECTION OF CONSULTING FIRM
PERSONNEL EXPERIENCE
QUALIFICATIONS OF FIRM METHODOLOGY
RATER 1 40 25 35
2 30 40 30
3 40 ....lO.... .3Q....
TOTALS 110 95 95
CONSENSUS 36.67 31.67 31.67
* All 3 factors based on total scoring of 100 points.
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WORKSHEET 2
OUTLINE FOR RATING ECONOMIC DEVELOPMENT PLAN PROPOSALS FOR
THE CITY OF LA PORTE
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FIRM:
RATER:
1. Personnel Oualificatio~s
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A. Experience and Background of Staff
Assigned to Project
B. Knowledge of Office Complex Operations
and Construction
C. General Personnel Experience
D. Number and Level of Personnel Assigned -
Manhour Commitment of Each
E. Outside Resource Personnel Available
F. Past References
Total
X Weighting factor
2. Exoerience of Firm
A. Similar project experience
B. Past References
1. Effectiveness of Previous Designs
2. Current Projects Under Operation/
Stage of Completeness
Total
X Weighting factor
3. Methodoloe:v
A. Compliance with RFP
B. Concept of Job to be Performed
C. Willingness to Interface with Designated City
Representatives concerning Design, Program
Development and Construction Phases
D. Plan of Approach/Work Schedule
1. Plan for Alternatives
2. Project Delivery Mechanism
Total
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X Weighting factor
TOTAL
ADJUSTMENT FOLLOWING REFERENCE CHECKS/INTERVIEWS
GRAND TOTAL
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EXHIBIT "A"
PERSONNEL QUALIFICATIONS
FIRM
RATER
#1 12 '3 AVG.
WEIGHTING .... FINAL
FACTOR RATING
LWFW 83 80 76 79.67 36.67 29.21
MERCER/SLAVEN 95 90 76 87. 31.9
BAYLOR 70 80 79 76.33 27.99
INTERNATIONAL 85 80 78 81. 29.7
WORTH BLAKE 72 80 86 79.33 29.09
PEAT MARWICK 88 80 97 88.33 32.39
RICE 75 90 . 83 82.67 30.31
LAVENTHAL 80 80 97 85.67 31.41
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EXHIBIT "B"
EXPERIENCE OF FIRM
. FIRM
RATER
11 12 13 AVG.
WEIGHTING
FACTOR
FItlAL
RATING
LWFW 79 79 83 80.33 31.67 25.44
MERCER/SLAVEN 75 83 70 87. 211.07
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BAYLOR 75 80 90 76.33 25.86
INTERNATIONAL ' 90 81 90 81. 27.55
WORTH BLAKE 75 80 82 79.33 25.02
PEAT MAR~lICK 80 85 98 88.33 27.76
RICE 80 80 . 85 82.67 25.86
LAVENTHAL 80 80 97 85.67 27 . 1 3
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EXHIBIT "C"
HETHODOLOGY
FIRM
RATER
01 02 #3 AVG.
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WEIGHTING FINAL
FACTOR RATING
LWFH 85 80 85 83.33 31.67 26.39
MERCER/SLAVEN 90 80 95 88.33 27 . 97
BAYLOR 75 80 88 81.0 25.67
INTERNATIONAL 85 80 84 83.0 26.29
\VORTH BLAKE 86 81 90 85.67 27 . 1 3
PEAT HARWICK 90 90 95 91.67 29.03
RICE 95 80 86 87.07 27.55
LAVENTHAL 83 80 93 85.33 27.03
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EXHIBIT "0"
Sm,mARY
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FIRH PERSOlJNEL FIRH NETH. TOTAL RANK
L vlFH 29.21 25.44 26.39 81.04 7
HERCER 31.9 24.07 27 . 9,7 83.94 3
BAYLOR 27.99 25.86 2?67 .79.52 8
INTERNATIONAL 29.7 27.55 26.29 83.54 5
\~ORTH BLAKE 29.09 25.02 27 . 1 3 81.24 6
PEAT HARHICK 32.39 27.76 29.03 89.18 1
RICE 30.31 25.86 27.55 83.72 4
LAVENTHAL 31.41 27.13 27.03 85.57 2
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90-100
80-90
EXCELLEtlT
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EXHIBIT "E"
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BASIS OF RATING CATEGORIES
Personnel exhibit the highest level of
education, experience and prqfessiona1
conduc t; and, personnel ass igned' to the
project have worked on numerous projects of
the type requested and the ir involvement on
those projects was significant; and, time
devoted to the project by the most experienced
personnel is significant.'
The firm has specific and extensive experience
in the area of concerrt; and, this exper ience
is re~ent and indicates the highest degree of
knowledge of state of the art concepts; and,
the firm receives no; negative comments from
the reference checks.
The firm has a complete understanding of the
concept of the job; and the firm has an
approach to the job that assures that the job
will be" completed on time, prov ides for
several alternatives to completion of the job,
the criteria for making recommendations takes
into account the City of La Porte
organization; and the proposal has no
deviations from the RFP.
Personnel exhibit a more than adequate level
of education, experience and professional
c onduc t; and, personnel ass igned to the
project have worked on an adequate number of
projects of the type requested and their
involvement on those projects was more than
adequate; and, the time devoted to the project
by the most experienced personnel is more than
adequate to accomplish the job.
The firm has specific and adequate experience
in the a rea of concern; and, this exper ience
indicates a high degree of knowledge of ~tate
of the art concepts; and, the firm has no
negative comments from references, but
references may have expressed points of
concern regarding the firm.
The firm has an understanding of the concept
of the job; and the firm has an approach that
assures that the Job will be completed on
time, provides a few alternatives for
completion of the job, the criteria for making
recommendations shows some understanding of
the City of La Porte organization, the
proposal has few deviations from the RFP.
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70-79
60-69
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F AIR Personnel exhibit adequate levels of
education, experience and professional
conduct, but may be consistent with ...the needs
identified in the RFP; and, personnel assigned
to the project have worked on projects of the
type identified, but work is limited; and, the
time devoted to the project by the ~ost
experienced personnel is limited.
The firm has specific but "limited" experience
in the a rea concerned; and, th is exper ience
shows limited knowledg'e of state of the art
concepts; and the firm receives mediocre to
neutral comments from references, that
indicate areas of concern.
The firm has limited understanding of the
concept of the job; and the firm has an
approach that reveals that the job may not be
completed on time, provides only one criteria
for making recommendations shows little
understanding of the City of La Porte
organization, the proposal has a number of
deviations from the RFP.
POOR
Personnel do not have adequate levels of
educat ion, exper ience, and professional
conduct; and, personnel assigned to the
project have not worked on projects of the
type identified in RFP; and, the time devoted
to the project by the most experienced
personnel is grossly inadequate to the extent
that it jeopardizes the completion of the
project.
The firm has neither specific nor adequate
experience in the area concerned; and, this
experience shows very limited knowledge of
state of the art concepts; and, the firm
receives one or more negative reference.
The firm has very little understanding of the
concept of the job; and the firm' s approach
does not assure complet ion of the job, the
criteria for making recommendations shOt'/s no
understanding of the City of La Porte
organization, the proposal has many deviations
from the RFP.
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KPa~ Peat larwick
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PRESENTATION TO THE
CITY OF LA PORTE
FOR AN
ECONOMIC DEVELOPMENT STUDY
August 24, 1988
KPMGJPeat Marwick
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PROJECT TEAM
o Gary Miglicco
o Sill Lenhart
o Don Moyer
o Phil Barnes
o Keith Rudy
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WHY PEAT MARWICK
o Team
o Expertise
o Relationship with La Porte
o Tailored approach
o Willingness to help implement
o National/worldwide focus
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ECONOMIC GROWTH COALITION
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FOCUS OF THE ASSIGNMENT
o Information gathering
o Information analysis
o Information feedback
o Information/strategic plan
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COMMUNITY SUPPORT .'
o Community Liaison Committee
o Objective analysis of community input
o. National/worldwide network to address any
community-based problem/opportunity
o Strategic framework for on-going
community support
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LEGEND
o PorI of Houllon ./
Turning Balin Sula
6 Bulk Malarial ~ MI.
Handling Plan'
e Jaclnloporl Tarmlnal
o Barbours Cui Tarmlnal
o Bayport Terminal I" IU
Operale at Barbours Cllt { PTRA Port Terminal Railroad Alan. - connecq whh all HOUlton n1l1roadl
Termlnallnlermodal faclllly SP Southern Pacific Tnlnlportatlon CD.
ATSF Santa Fe Railway
UP \Unlon Paclllc Railroad
MKT MIIlDurl-Kanaaa-Te.11 Railroad CD.
BN Burllng'on Northern Railroad
HBT HOUlton Bait & Tarmlnal
Mexico
To Loulal.ft.
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DEMAND VERSUS MARKETS
o Analyze aggregate demand for:
- Industrial
- Commercial
- Residential
- Recreational
o Identify target markets and industries,
including:
- Market possibilities/priorities
- Local market and industrial initiatives
- Private/public coalitions
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ECONOMIC BASE VERSUS DEVELOPMENT TRENDS
o What is the City's current economic base?
- Neighborhood
- Local
- Regional
- Statewide
o What are the major forces impacting La Porte's
future economy?
- Neighborhoods
- Local
- Regional
- Statewide
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I o Data
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I o Input /
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~ - Community
~ - Industry
~ - National models
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~ o Plan/action recommendations
I o Implementation plan/timing/resources
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~,.a~ Peattarwick
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Proposal to Develop
Economic Development Strategies for the
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City of La Porte
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June 1988
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EXHIBIT III
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KP;(lj1jJ Pel Marwick
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Peat Marwick Main & Co.
RepublicBank Center
700 Louisiana
P.O. Box 4545
Houston. TX 77210-4545
Telephone 713 224 4262
Telex 286705 PMMT UR (RCA)
-Telecopier 713 224 4566
June 17, 1988
Mr. Robert T. Herrera
City Manager
City of La Porte
Post Office Box 1115
La Porte, Texas 77571
Dear Mr. Herrera:
In response to your request for proposal, Peat Marwick Main & Co. ("Peat
Marwickll) is pleased to submit this proposal in conjunction with Donald
D. Moyer and Associates to describe how we could assist the City of La
Porte ("City") in developing an economic development plan.
This proposal describes our understanding of the scope and objectives of
the project, our approach to accomplishing the objectives, our qualifica-
tions to conduct such a study, and the time and professional fees neces-
sary to complete the work.
BENEFITS
Based upon our experience with similar projects, we believe that the City
of La Porte could anticipate the following from utilizing our approach:
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Experience and expertise. The proposed project team was as-
sembled after a careful review of the projectls requirements in
the context of the best available expertise. The firms included
in this proposal possess recognized experience and have es-
tablished reputations and performance records 1n economic
development projects.
Peat Marwick, the project leader, has performed economic de-
velopment and related studies for local and area clients that
include the following:
Austin Chamber of Commerce/Austin Area Research Organiza-
tion;
Travis County Housing Finance Corporation;
Harris County Flood Control and Water Supply Corporation;
Fort Bend County Flood Control and Water Supply Corpora-
tion;
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~,. ~.~~. . ~.:. ''f~..-....
i. ..,1~~. ,..,' t~; ;" Member Firm 01 ,
JL.2..:'.,l-~' ,"-' K yn,eld Peal Marw,ck Goerdeler
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Mr. Robert T. Herrera
City of La Porte
June 17, 1988
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Austin Industrial Interests;
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City of Austin;
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City of Killeen; and
San Antonio Development Commission.
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Project team. I~ addition to the broad expertise and exper-
ience of the two firms comprising the project team, each have
local offices with personnel who are very familiar with La
Porte and the local economic environment.
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The project team is also well aware of the industrial and gov-
ernmental aspects affecting the City's marketing position. For
example the project team technical manager, Mr. Donald Moyer,
was the President and CEO of the Houston Economic Development
Council (HEDC).
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As a result, the City would receive the benefit of "hands-on"
experience in both the municipal environment and the private
sector:
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Peat Marwick Main & Co. Peat Marwick would serve as the
project director and provide the following benefits:
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National reputation as a leader in providing services
to municipalities;
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Knowledge of the environment through our involvement
with area economic development efforts (Mr. Miglicco,
as the project's client partner, has served as a
volunteer member of the Clear Lake Area Economic
Development Foundation. and Houston Economic Develop-
ment Counci 1);
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Expertise in municipal organization and strategic
planning; and
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Financial forecast and modeling skills.
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As your auditors, we have a unique understanding of the
City's structure and available resources. We would be
able to incorporate our existing knowledge of the Cityl s
financial structure into developing a tailored strategic
plan for the Cityls economic development.
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}(1.m~Peat Marwick
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Mr. Robert T. Herrera
City of La Porte
June 17, 1988
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Donald D. Moyer and Associates. Donald D. Moyer & As-
sociates is a firm providing management, marketing, strat-
egic decision making and economic development services to
business, institutions, individuals, governments and com-
munities in the United States and internationally.
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Until January 1987, Mr. Moyer was the President and CEO of
the HEDC. In addition to HEDC, Mr. Moyer has served 1n
similar posts, including:
Baltimore, Maryland;
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West Virginia;
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pennsylvania.
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He has served as staff advisor to the Chairman of the
White House Conference on Balanced National Growth and
Economic Development and as a member of the National Urban
Roundtable.
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Understanding of local economic environment. The project team
understands the forces that comprise the local and r.egional
economy, including:
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There are competing community desires, such as:
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Limiting heavy industry yet expanding the jobs base
and tax base, and
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Good housing versus difficult housing and population/
residence patterns;
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The cities of Houston and Galveston do not have a
waterfront comparable to La Porte's waterfront; and
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The present City of La Porte management is now pursuing
development projects (e.g., golf course, annexation to the
south) that can be positioned in a visionary development
strategy.
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Action plan. Our report would provide a framework for develop-
ing a detailed economic development plan. In addition, we
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~"~Peat Marwick
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Mr. Robert T. Herrera
City of La Porte
June 17, 1988
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would provide an implementation plan which would target spec-
ific projects of potential development, prioritize the develop-
ment in terms of anticipated costs versus potential benefits,
identify responsibil i ty for development of the. projects and
suggest a timeframe for implementation.
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The report would also provide the following benefits:
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Identification of the attributes of the La Porte area and
industries for which there area satisfies critical loca-
tion requirements;
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Identification of existing and potential barriers in at-
tracting new and expanding existing industries to the
area;
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Analysis of the City's existing and potential resources
that would be directed toward a planned economic develop-
ment strategy; and
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Development of strategic plan for the impl.ementation of
the recommended economic development objectives.
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Mr. Robert T. Herrera
City of La Porte
June 17, 1988
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We appreciate the opportunity to present this proposal to the City of La
Porte and look forward to working with you on this important project. If
you have any questions, please contact me at (713) 221-0214.
Very truly yours,
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William C. Lenhart, Jr.
Principal
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WCL:SBD
Accepted by: THE CITY OF LA PORTE
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Name:
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Title:
Date:
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CITY OF LA PORTE
Table of Contents
BACKGROUND AND OBJECTIVES.........................
APPROACH. . . . . . . i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
QUALIFICATIONS....................................
PROJECT STAFFING..................................
- TIMING AND FEES...................................
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I - BACKGROUND AND OBJECTIVES
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The City of La Porte was once considered the "Gold Coast" of Houston.
The City's name, which means "the door" when translated, provides an
understanding of the Cityls objective of becoming once again "an economic
door" for this area to the 21st century.
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A community's local economy is shaped by both external and internal fac-
tors. A community generally can control and change only their internal
factors, but these can be significant factors in a communityls ability to
promote economic developments. Therefore, a careful assessment is neces-
sary to understand a community's strengths and weaknesses and their re-
lationship to economic development.
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Economic development is the' process of making investments in a community
to produce services and goods. These investments in both existing and
new industrial and commercial developments in turn provide jobs and wages
for employees and tax revenues that provide local services wi thin the
community.
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The Ci ty of
omic base.
t i ve plans
brought to
approach.
La Porte is seeking to diversify and expand its local econ-
The recent completion of a municipal golf course and tenta-
for improvements along the Cityl s waterfront property have
light the need for a well-defined overall economic development
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La Porte is a community with good natural, human and fiscal resources.
Consequently, it "should make no small plans" but, rather, focus on its
potential to assemble a regional leadership strategy instead of a modest,
inwardly-focused one.
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As evidence, we cite the following:
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The waterfront, CBD, golf course, industrial zones, residences,
land available for development, and local citizens can be
harnessed into a positive and exciting high impact strategy;
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There are several major market trends {e.g., industrial, port
related business, leisure time recreation growth which can be
harnessed to contribute positively to that focus; and
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. There is a history (e.g., "Gold Coast") which supports a
continuing major role for La Porte in area economic develop-
ment.
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Consequently, you have asked Peat Marwick to describe how we can help
lead the City of La Porte toward new options and fresh opportunities.
Specifically, our objectives would include the' following:
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Determine the best economic mix for the City of La Porte 1n the
future;
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Determine the adequacy of the current development policies and
regulations of the City;
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Develop a strategy that provides the City with a framework for
designing a detailed comprehensive economic development plan;
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Define the budget and organizational responsibilities for im-
plementation of the strategy; and
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Include in the overall strategy recommendations to enhance the
City's Central Business District.
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II - APPROACH
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In order to accomplish the objectives of this project, we would complete
a series of work elements that can be summarized as follows:
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Work Element I Plan and Organize the Project
Work Element I! Access Community Ideas
Work Element II! Analyze Current Economic Base
Work Element IV Review Economic Development Trends
Work Element V Analyze Demand
Work Element VI Identify Target Markets and In-
dustries
Work Element VI! Present Strategic Considerations
The specific tasks for each of these work elements are as follows:
Work Element I - Plan and Organize the Project
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Conduct an introductory meeting with appropriate City staff and
introduce the project team.
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Collect the necessary written documentation including:
Master Plan for the City of La Porte;
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City Budget for the last three years;
List of revenue sources; and
List of area businesses and industries.
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Identify issues relevant to the proposed research programs with
particular emphasis on current and historic marketing efforts
of the City, business sector, Chamber of Commerce and other
local organizations.
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Establish direct lines of communication between the project
team and the City staff that would be participating in the
study.
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Indentify/schedule initial interviews to include both Peat
Marwick/City of La Porte personnel. .
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Work Element II - Access Community Ideas
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This segment of our study would identify the attributes and con-
straints associated with economic development of the City of La
Porte. To complete this work element, we outlined the following
tasks:
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Identify appropriate groups and individuals, including:
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Mayor;
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City Council;
Chamber of Commerce;
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Local political leaders;
Major industrial and service employers;
Regional and local planners;
Neighborhood association representatives;
School district officials; and
Business leaders.
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Finalize interview schedules.
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Conduct group and individual interviews to determine the pos-
ture relative to past and current efforts regarding the follow-
ing:
Economic development efforts;
Port-related businesses for potential for expansion (e.g.,
Barbour's Cut);
Marketing efforts targeted towards ~usinesses;
Expansion of existing trends (e.g., facilitate/contain
expansion of heavy industry through devices like zoning);
Attributes and constraints to attracting new businesses to
the City; and
Attributes and constraints of the City's Central Business
District.
. Evaluate feasibility for on-going community committee to
provide continuing input to the project team (e.g., La Porte
1995 Committee).
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Work Element III - Analyze Current Economic Base
Our approach to this work element would be a concentrated analysis
of employment and labor trends and of growth in relation to "economic
development. The purpose of our analysis would be to determine what
changes in employment have occurred in the last ten years and iden-
tify emerging trends which can affect future economic development
activities.
The tasks that we would complete including the following:
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Collect statistical census data relating to historical employ-
ment trends;
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Analyze community needs (especially regarding infrastructure)
both with current capacity and with projected changes in
industry and population;
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Evaluate non-municipal support systems (e.g., public schools)
and thei r abi li ty to support current and increased communi ty
needs;
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Identify sectors of the local economy experiencing growth ver-
sus sectors experiencing decline;
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· Analyze employment trends geographically (i.e., employment
inside the Central Business District versus employment in areas
adjacent to the Central Business District); and
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. Identify the distribution of the Cityls economy into actlvltles
that bring outside money into the local economy versus activ-
ities that consist of the provision of goods and services which
meet entirely local needs.
Work Element IV - Review Economic Development Trends
This work element would be comprised of the following tasks:
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A review of national, state and regional trends in industrial
and economic development would be conducted, which would take
into consideration the following:
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Environmental and energy considerations;
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Compatibility of land uses;
Technological changes;
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Shifting patterns of industrial' location; and
Innovation in marketing techniques.
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Of particular focus in our analysis would be the expansion
potential or trends of investment of current industries. We
would identify future actions by area industries (e..g., new
processes) that could be located in La Porte. This analysis
would involve:
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Interviews with local personnel;
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Interviews with headquarters personnel; and
Review of company plans.
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Based on the previous economic base analysis, an examination of
the La Porte/southern Harris County industrial and economic
trends, especially the Bay Area communities, would be conducted
which would identify various considerations including:
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Industrial zoning and rezoning;
General development patterns;
Characteristics of the labor force pertaining to current
employment and wage patterns;
Available community facilities and services;
Compatibility of land uses;
Service delivery areas and suppliers;
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Identified plans for expansion, contraction, and reloca-
tion;
Land ownership patterns;
Professional and technical support services;
The relationship of speculatively held acreage on in-
dustrial development; and
Other pertinent factors.
Work Element V - Analyze Demand
Our study would assess overall demand taking into consideration the
following existing supply of industrial land, commercial land, re-
creational land, employment patterns, desired industry and business
groups, and local economic development trends.
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Analyze the overall aggregate demand in terms of derived de-
mand, which is oriented almost solely to .growth, as well as
replacement demand, by the following classifications:
Industry;
Commercial;
Residential;
Retail; and
Recreational.
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Analyze employee place of residence versus employment to assess
in- and out-migra'tion trends.
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Relate past trends and determine the present and future demand
for various land categories in the City's area.
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Analyze current and potential retail demand (e.g., land use
analysis) to give La Porte understanding of where there are
gaps in current retail support (e.g., major supermarkets).
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Determine the general timing and location of future economic
development activity.
Work Element VI - Identify Target Markets and Industries
During this segment of the study, we would meet with the designated
city staff to review our findings to date, and to assess their im-
plications for the identification of target markets for the City of
La Porte. As part of the identification process, we would:
· Identify unique development projects that could be assembled
from within existing La Porte resources (i.e., dollars,
manpower) .
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Identify projects that, if not totally within La Porte, could
be augmented by external resources.
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Identify target development projects, markets and industries
that could be attracted to the City area and taking into
consideratlon:
Compatability with the overall business environment and
with existing industries;
Growth industries and those requiring compatible labor
skills to the supply of labor in the region;
Industries that would employ skilled as well as unskilled
labor;
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Industries that provide jobs for college graduates; and
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Industries for which the region satisfies critical loca-
tion requirements.
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Identify economic development attributes or barriers that exist
in the City and recommend methods that emphasize the attributes
and either correct or minimize the barriers.
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Work Element VII - Present Strategic Considerations
As a result of these efforts, our final work element would
incorporate the following~
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· Strategic considerations and ideas.
· Options available to the City in pursuing these considerations
and ideas.
· Cost-benefit analysis associated with each option.
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The result for the City would be the translation of information,
sifted by experience, well-placed know-how on the project team, into
dynamic opport~nities for the City. Our results would be designed
to:
· Work.
· Yield practical short- and long-term results.
· Be above the ordinary "off-the-shelf" paper plans.
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Involve people more likely to work through tough implementa-
tion.
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Offer fresh "visions" for the future.
We would not prepare a lengthy, static document at this point.
Instead, we would provide a series of ideas and options that could
be developed in further work steps. We are prepared, subsequent to
this project, to assist the City in implementing strategic consider-
ations through:
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Detailed analysis of specific project alternatives; and
· Hands-on implementation and/or guidance of projects, including:
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Implementation planning and monitoring;
Resource analysis; and
Budgeting.
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III - QUALIFICATIONS
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After a careful review of the requirements of this project, we determined
that the best approach was to form a team with specific expertise or
attributes as follows:
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National reputation for providing quality municipal government
consulting services;
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Experience in performing economic feasibili ty studies and de-
tailed market assessments;
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Representatives who have served in municipal governments and
economic development organizations;
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Expertise in conducting urban and regional planning studies;
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Experience in analyzing organizational
developing strategies and plans; and
and
requirements
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Project team members who understand the unique economic
vironment of the Texas Gulf Coast.
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As a result, we have assembled a team of senior experts, which would
provide the City of La Porte with a quality strategic planning docu-
ment.
The two firms, the roles each would play, the nature of thei r ex-
perience and the benefits each provides the City of La Porte are as
follows:
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Peat Marwick Main & Co. Peat Marwick would serve as project
director and provide the experience and reputation of senior
professionals specializing in municipal governments and eco-
nomic molding and planning. Peat Harwick would provide ex-
pertise in the areas of:
Financial resource assessment;
Economic impact; and
Trend analysis.
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Donald D. Moyer and Associates. Donald Moyer, former president
and CEO of the."Houston' Economic Development Counci 1, provides
insight into the intricacies associated with identifying
economic development objectives and developing a strategic plan
to realize those objectives.
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Donald Moyer would assist Peat Marwick in defining potential
market development opportunltles and designing strategic
considerations based on the analysis of data collected by Peat
Marwick.
A discussion of each firmls qualifications follows along with a
representative client and/or direct experience listing.
Peat Marwick Main & Co. Peat Marwick has significant exper-
ience in projects similar to that which is anticipated for the
City of La Porte. A list of representative ~ngagements is
detailed below:
Austin Chamber of ~ommerce/Austin Area Research Organiza-
tion. Peat Marwick was engaged to evaluate the economic
and financial consequences on municipal finance in the
City of Austin of a proposed $950 million bond issue. We
constructed computer models allowing an evaluation of the
financial consequences of the bond issue assuming alter-
native rates of growth. Please contact:
Mr. Lee Cooke
(former president and, currently, Mayor of Austin)
Austin Chamber of Commerce
901 West Riverside Drive
Austin, Texas 78701
(512) 478-9283
Travis Count oration. We were en-
gaged by Shearson Lehman American Express, underwri ters,
on behalf of the Travis County Housing Finance Corporation
to evaluate the demand for single-family mortgage funds in
Travis County, excluding the City of Austin. Our study
included an analysis of socio-economic trends affecting
house demand, the supply of existing and anticipated hous-
ing, mortgage market factors, and other matters. Please
contact:
Mr. Jerry McGregor
Senior Vice President
Shearson Lehman/American Express, Inc.
Two World Trade Center
New York, New York 10048
(212) 321-6000
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Austin Industrial Interests. Peat Marwick was retained by
Austin Industrial Interests on behalf of the 3M Company to
evaluate the financial consequences for the City of Austin
of a potential annexation of an area including the site of
a proposed 3M Company facility. Our study included an
analysis of development trends in the area by type of
development, and an estimate of anticipated municipal
costs and revenues associated with annexation and service
to the area. The per capita cost method was utilized in
the analysis. Please contact:
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Mr. Daron Butler
Austin Industrial Interests
315 Littlefield Building
Austin, Texas 78701
(512) 480-8866
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City of Austin. Peat Marwick, in conjunction with Skid-
more, Owings & Merrill, was engaged by the City of Austin
to conduct a feasibility and site selection study for a
proposed civic event facility. We determined the approp-
riate facilities for both convention and cultural arts
activities, estimated utilization and operating revenues
and expenses, and evaluated debt capacity options.
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We were subsequently engaged by the City to evaluate add-
itional site options and to determine the operating per-
formance and financing techniques of comparable facil-
ities. Please contact:
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Mr. . John Ware
Assistant City Manager
City of Austin
Post Office Box 1088
Austin, Texas 78767
(512) 499-2207
City of Killeen. Peat Marwick completed a market study
and preliminary economic analysis for a proposed multi-
purpose civic center for the Killeen Chamber of Commerce.
We recommended the size of facilities supported by market
demand and estimated utilization and operating revenues
and expenses. We concluded that the facility should be
located adjacent to the proposed Vice Les Arts Society
cultural arts center and should maximize potential util-
ization by sharing facilities and marketing efforts.
Please contact:
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Ms. Joanie Duncan
Director, Visitors & Convention Bureau
Greater Killeen Chamber of Commerce
507 North 8th Street
Killeen, Texas 76541
(817) 526-9551
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Community Redevelopment Agency (CRA - Los Angeles. Peat
Marwick assisted the CRA with numerous financial and mar-
ket studies for redevelopment projects in Los Angeles. We
helped the agency structure innovative public and private
joint venture development agreements, including the sale
of air rights for the Library Square project. Please
contact:
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Mr. Henry Madrid
Director of Real Estate
Community Redevelopment Agency
(213) 977-1600
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Los Angeles Community Development Commission. Peat
Marwick was retained to assist the Community Development
Commission in analyzing the potential for air rights de-
velopment on a site owned by the Los Angeles County Museum
of Arts. The Museum Associates intend to lease the air
rights to a developer who would construct an office build-
ing and parking lot to serve the new museum expansion. Our
analysis included a preliminary market review, RFP prep-
aration, financial modeling to evaluate proposals, evalua-
tion of development qualifications and assistance in lease
negotiations. Please contact:
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Mr. Philip Delao
Project Manager
Los Angeles County Community Development Commission
(213) 725-7459
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Fontana Development Agency. Peat Marwick was retained to
review this innovative transaction involving a joint ven-
ture between a private developer and the Fontana Develop-
ment Agency. Our services included a review of market
studies for reasonableness, analysis of financial projec-
tions and cost estimates, a review of the proposed deal
structure, and an analysis of potential financial implica-
tions for the agency. Please contact:
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Mr. Neil Stone
Director
Fontana Development Agency'
(714) 350-7681
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San Antonio Development Commission - San Antonio, Texas.
Residential market analysis for mass downtown general
plant and River Corridor study.
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City of Phoenix, Arizona. In conjunction with Keyser-
Marston Associates, Inc., we prepared market analysis,
including residential, office, retail, hotel and rec-
reation/entertainment uses for a downtown development
plan.
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City of Buena Park - Buena Park, California. Assisted in
the preparation of the Cityl s Housing and Communi ty Dev-
elopment application. The essential element of the pro-
gram was the preparation of an action .plan used to stim-
ulate additional development in the City.
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City of San Luis Obispo - San Luis Obispo, California.
Prepared an economic base analysis for the Cityls updated
general plan. In addition to market demand analysis for
major land uses, we determined the economic impact of
tourism and Cal Poly on the community.
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Matanuska-Susitna Borough, Alaska. Development of a com-
prehensive tourism master plan for purposes of promoting
local economic development.
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Wainae District Economic Development . Plan Oahu,
Hawaii. Assessment of the economlC development
opportunities for the Wainae district. The study
identified opportunities for economic growth in the Wainae
district including industrial, agricultural, retail-
commercial, tourism and residential uses. Based on the
assessment, an economic development plan for the Wainae
district was prepared delineating county programs and
projects that could stimulate the development of economic
opportunities benefiting Wainae district residents.
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Kaka'ako Development Plan - Oahu, Hawaii. As part of the
Hawaii Community Development Authorityls planning program
for Kaka'ako, Peat Marwick served as a subconsultant to
one .of the two Phase III consulting consortiums. In this
regard, Peat Harwick provided financial and economic
planning assistance in the preparation of the development
plan alternatives..
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Oahu Economic Development Program Planning Oahu,
Hawaii. Peat Marwick provided assistance in setting up an
economic development program planning group for
Honolulu. The Firm also participated in the preparation
of an economic development strategy for the City based on
an assessment of the cityls economic development needs and
opportunities. The strategy sets forth goals and
objectives as well as programs and projects that the City
could pursue to stimulate Oahuls economic development.
Dubuque Area Economic Committee Dubuque, Iowa.
Preparation of a five year economic development strategy
for the Dubuque area.
Donald D. Moyer and Associates. Mr. Moyer brings twenty years
of "hands-on'" experience as an economic development
.profe~sional. His specific experience includes the following:
President and Chief Executive Officer at the Houston
Economic Development Council;
Director of Maryland Economic Growth Associates, Inc.
(MEGA) where he was a key leader in Baltimorels successful
waterfront, retail and employment re-developments;
Director of Governors Office of Economic and Community
Development, State of West Virginia;
Vice President of Civic Affairs of the J.L. Hudson Company
(Detroit);
Chief Executive Officer of the Greater Scranton Chamber of
Commerce, Scranton, Pennsylvania and its related land
development and finance companies;
Senior Economic Advisor to John D. RoCkefeller, IV; and
Executive Director of the Economic Development Council for
Northeastern Pennsylvania.
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IV - PROJECT STAFFING
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Given the significance of this project both to the City of La Porte and
the entire region, Peat Marwick has assembled a project team of senior
staff, in concert with Donald D. Moyer & Associates. The project team
includes the following:
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Gary Miglicco
Partner-in-charge of our Bay Area
office. Gary was raised in the Bay
Area and brings 20 year~ of area work
experience to the project team.
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As the audit partner for the City, he
is familiar with the resources
available to the City and trends
affecting City operations.
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Bill Lenhart
Partner-in-charge of our Houston-
Galveston consulting practice. As a
former city council member, Bill has an
understanding of municipal needs and
constraints from "both sides of the
table".
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Phil Barnes -
Regional partner-in-charge of financial
analysis. Phil has conducted numerous
analyses for various municipalities
throughout the Southwest.
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Don Moyer
Economic development specialist.
Former president of both the Houston
and Baltimore economic development
counci 15 . Don is a recogni zed expert
and implementer of creative development
ideas.
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Donis involvement enables Peat Marwick
to offer more than just a paper report.
His practical experience brings the
ability to implement our recommenda-
tions in concert with City staff.
JOINT PARTICIPATION
Since we want to work closely with the ci ty staff on this project, we
request joint participation by 1-2 key staff members. the purposes of
this participations are as follows:
· Train City staff in certain information development and
analysis techniques;
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Assure continuing residual knowledge
conclusion of the project and, hence,
in developing a regional strategy; and
by City staff at the
enhance the Cityls role
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Increase the overall understanding within both the City and
community of economic development opportunities and techniques.
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v - TIMING AND FEES
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Given the importance of this project and its influence on upcoming City
budget discussions, we are prepared to complete the project within 6-8
weeks of receiving your verbal authorization to proceed. This timeframe
assumes the involvement of City staff as noted in Section IV.
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Our professional fees are based upon the level of skill and amount of
time necessary to complete an assignment. We estimate that our
professional fees will approximate $28,500, exclusive of expenses.
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We are also reimbursed at actual cost for expenses, such as travel and
reproduct.ion, which typically approximate 25 percent of our fees.
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