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Home My WebLink About01-21-13 Meeting of the La Porte Development Corporation Board of Directors RICHARD WARREN,PRESIDENT MIKE CLAUSEN, BOARD MEMBER MIKE COOKSLEY, BOARD MEMBERRANDY WOODARD, BOARD MEMBER JOHN ZEMANEK, BOARD MEMBERNANCY OJEDA,BOARD MEMBER CHUCK ENGELKEN, BOARD MEMBER CITY OF LA PORTE DEVELOPMENT CORPORATION MEETING AGENDA Notice is hereby given of a meeting of theCity of La Porte Development Corporation to be held on January 21,2013, at the City Hall Council Chambers, 604 West Fairmont Parkway, La Porte, Texas, at 5:00p.m. to consider the followingitems of business: 1. Call to order 2. Consider approval of minutes of the meeting of La Porte Development Corporation Board held on November12, 2012–P. Fogarty 3. Consider approval or other action appointing a President and Vice-President as authorized by the Bylaws of the City of La Porte Development Corporation –T.Leach 4. Consider approval or other action to disburse a grant of $17,845.00 to Kathleen Lemon, owner of Eiland, Lemon and Pierce, P.C. –T. Leach 5. Consider approval or other action awarding a grant amount not to exceed $17,611.00 for Claudia Cox and Entrust Professional Insurance, for the Main Street Overlay District enhancement program to be awarded at the completion of the project –T. Leach 6. Consider approval or other action of additional funding for the construction of Lomax Park and Arena Improvements–T. Leach 7. Consider approval or other action to award Request For Proposal# 13501Retail Market Analysis and Strategy–C. Alexander 8. Set date for next meeting –C. Alexander 9.Staff Reports (a)Receive Financial Report –M. Dolby 10.Board member commentsregarding matters appearing on agenda; recognition of community members, city employees, and upcoming events; inquiry of staff regarding specific factual information or existing policies. 11. Executive Session–The La Porte Development Corporation reserves the right to meet in executive session on any agenda item should the need arise and if authorized by the Texas Open Meetings Act, Title 5, Chapter 551, of the Texas Government Code. 12. Reconveneinto regular session and consider action, if any, on items discussed in executive session. 13. Adjourn In compliance with the Americans with Disabilities Act, the City of La Porte City will provide for reasonable accommodations for persons attending publicmeetings. To better serve attendees, requests should be received 24 hours prior to the meetings. Please contact Patrice Fogarty, City Secretary, at 281.470.5019. Page 1of 2 January 21, 2013, La Porte Development Corporation Agenda CERTIFICATION I certify that a copy of the January 21, 2013, agenda of items to be considered by the Board of the La Porte Development Corporation was posted on the City Hall bulletin Boardon January 17, 2013 Page 2of 2 January 21, 2013, La Porte Development Corporation Agenda RICHARD WARREN,PRESIDENT MIKE CLAUSEN, BOARD MEMBER MIKE COOKSLEY, BOARD MEMBERRANDY WOODARD,BOARDMEMBER JOHN ZEMANEK, BOARD MEMBERNANCY OJEDA, BOARD MEMBER CHUCK ENGELKEN, BOARD MEMBER MINUTES OF LA PORTE DEVELOPMENT CORPORATION BOARD MEETING OF NOVEMBER 12, 2012 November12,2012, The City of La Porte Development Corporation Board met onat the City Hall Council 5:00p.m Chambers, 604 West Fairmont Parkway, La Porte, Texas, at .to consider the followingitems of business: 1. Call to Order President Warrencalled the meeting to order at 5:00p.m. The following members of the La Porte Development Corporation Board were present: Board membersEngelken, Clausen, Woodard, Ojeda, Zemanek and Cooksley. Staff Present: Corby Alexander,Traci Leach, Patrice Fogarty, Stacey Osborne, Michael Dolbyand Assistant City Attorney Clark Askins. 2. Consider approval of Minutes of the La Porte Development Corporation Board held on October 22, 2012, 2012 –P. Fogarty Board member Zemanekmoved to approve the minutes as presented. Board member Cooksley MOTION PASSED. seconded. Ayes: President Warren, Board members Engelken, Clausen, Woodard,Ojeda, Zemanek and Cooksley Nays: None Absent:None 3. Public Hearing to receive comments on a proposed expenditure of the La Porte Development Corporation funds to pay for an incentive grant in the amount of $500,000.00 for a project to provide infrastructure improvements to the InterGulf World Headquarters site on State Highway 146 in the City of La Porte–S. Osborne The public hearing was opened at 5:01p.m.Economic Development Coordinator Stacey Osborne presented a summaryregardinga proposed expenditure of La Porte Development Corporation funds for an incentive grant in the amount of $500,000.00 fora project to provide infrastructure improvements to the InterGulf World Headquarters site on State Highway 146 in the City of LaPorte. Boardmember Woodard asked ifInterGulf Corporationownsthe property. Economic Development Coordinator Stacey Osborne responded she was not certain if InterGulf Corporationownsthe property she only knew they are in the process of purchasing the property. Boardmember Woodard questioned if the value of the landis based before or after improvements. City Manager Corby Alexander responded the value isbased on before improvements. Boardmember Woodard questioned what would be the value of the property after improvements. City Manager Corby Alexander responded the property would have to be appraised after improvements are completed Page 1of 3 November 12, 2012, La Porte Development Corporation Board Minutes in order to determine an after improvements value.Boardmember Woodard commented there was no financial information provided for the amount of payback time. th Boardmember Zemanek questioned who would benefit with the proposed closing of the N. 11 Street right-of-way. Economic Development Coordinator Stacey Osborne responded half would benefit the particular project,and other half would benefit the current owners. Boardmember th Zemanek asked what will be the anticipated City proceeds for closing the 11Street and D Street rights-of-way. City Manager Corby Alexander responded approximately $32,000.00-$35,000.00 for th 11Street and $50,000.00-$52,000.00 for D Street. Boardmember Engelken questioned why InterGulf Corporation was not present during the meeting. Economic Development Coordinator Osborne responded InterGulf Corporation was invited to attend the meeting. They were informed their attendance was not required. There were no public comments. The public hearing closed at 5:25p.m. 4. Consider approval or other action concerning proposed expenditureof the La Porte Development Corporation funds to pay for an incentive grant in the amount of $500,000.00 for a project to provide infrastructure improvements to the InterGulf World Headquarters site on State Highway 146 in the City of La Porte –S. Osborne Board member Ojedamoved toapprove up to $500,000.00 for a project to provide infrastructure improvements to the InterGulf World Headquarters site on State Highway 146 in the City of La MOTION PASSED. Porte. Board member Engelken seconded. Ayes: President Warren and Board members Engelken Clausen, Ojeda, Zemanek and Cooksley Nays: Board member Woodard Absent:None 5. Receive presentation from staff regarding a Request for Proposal (RFP) for a Retail Study–S. Osborne Economic Development Coordinator Stacey Osborne presentedregarding a Request for Proposal (RFP) for a Retail Study. Board member Ojeda made note of a correction to paragraph four of the Background of the Request for Proposal that the City of La Porte does have a coffee shop (Java Cakes). Board member Woodard commented he did not think census information should be used in retail studies. Board member Clausenmoved toauthorize the City to send out a Request for Proposal (RFP) for a MOTION PASSED. Retail Study.Board member Zemanekseconded. Ayes: President Warren and Board members Engelken, Clausen, Woodard, Ojeda, Zemanek and Cooksley Nays: None Absent:None Page 2of 3 November 12, 2012, La Porte Development Corporation Board Minutes 6.– Set date for next meetingS. Osborne Board members set the next meeting date for December 10, 2012, at 5:00p.m. 7. Board member comments regarding matters appearing on agenda; recognition of community members, city employees, and upcoming events; inquiry of staff regarding specific factual information or existing policies. Board members thanked Economic Development Coordinator Stacey Osborne for her services to the City of La Porte and wished her the best. Board member Zemanek also requested financial payback information as requested by Board member Woodard. 8. Executive Session -The La Porte Development Corporation reserves the right to meet in executive session on any agenda item should the need arise and if authorized by the Texas Open Meetings Act,Title 5, Chapter 551, of the Texas Government Code. There was no executive session. 9. Reconvene into regular session and consider action, if any, on items discussed in executive session. There was no executive session. 10. Adjournment There being no further business, at 5:36 p.m., Board member Engelkenmoved to adjourn the MOTION PASSED. meeting.Board member Cooksleyseconded. Ayes: President Warren and Board members Clausen, Woodard, Ojeda, Zemanek, Engelkenand Cooksley Nays: None Absent:None Respectfully submitted, ____________________________________ Patrice Fogarty, City Secretary Passed and approved on this____ dayof______________, 20___. ____________________________________ President RichardWarren Page 3of 3 November 12, 2012, La Porte Development Corporation Board Minutes REQUEST FOR LA PORTE DEVELOPMENT CORPORATION BOARD AGENDA ITEM Appropriation Agenda Date Requested:1/21/13 Source of Funds: Requested By:TraciE. Leach Account Number: Department:CMO Amount Budgeted: Report:Resolution:Ordinance: Amount Requested: Excerpt of Development Corporation Budgeted Item:YESNO ExhibitBylaws SUMMARY & RECOMMENDATION Attached is the excerpt fromthe Bylaws of the Development Corporation. Article III addresses the management of the corporation. The second paragraph of Article III, Section 3.02 reads, “The Board of Directors shall appoint a President and Vice Presidentby October 1 of each year. The President shall be the presiding officer for meetings and the Vice-President shall act in the President’s absence.” The Board should consider appointing a President and Vice-President of the Board through October 1, 2012, or until successors shall have been duly appointed. Action Required by La PorteDevelopment CorporationBoard: Consider appointing a President and Vice-President as authorized by the Bylaws of the City of La Porte Development Corporation. Approved for La Porte Development Corporation Board Agenda Corby D. Alexander, City ManagerDate REQUEST FOR LA PORTE DEVELOPMENT CORPORATION BOARD AGENDA ITEM Appropriation Agenda Date Requested:1/21/13 Source of Funds: Requested By:Traci E. Leach Account Number:15-9892-993-1100 Department:CMO Amount Budgeted:$200,000 Report:XResolution:Ordinance: Amount Requested:$17,845 YESNO Budgeted Item: Exhibits:Award Breakdown/Submitted Receipts Exhibits:Project Photos SUMMARY & RECOMMENDATION In the 2008-09 budget year, the La Porte Development CorporationBoard agreed to fund an enhancement grant program for the Main Street Overlay District. The program offered matching grants of up to $25,000 for businesses in the Main Street Overlay District to improve building facades. The project was allotted $200,000and $168,000 is currently available. The goals of the project were to beautify Main Street, to enhance Main Street’s appeal to new businesses and visitors, and to add value to the City of La Porte. Kathleen Lemon, owner of Eiland, Lemon, and Pierce, P.C.,was conditionally awarded with a grant not to exceed $17,845 by the La Porte Development Corporation Board in May 2012. Ms. Lemon has submitted receipts for the completed work, which totals $36,090 and is slightly more than what was originally approved by the Board due to additional landscape work. The attached photos demonstrate that the scope of work proposed in Ms. Lemon’s application has been completed. Staff is recommending disbursement of $17,845 to Ms. Lemon based on the originally approved project amount of $35,690. The property does not have any delinquent taxes owed. Action Required by La PorteDevelopment CorporationBoard: Consider approval or other action to disbursea grant of $17,845to Kathleen Lemon, owner of Eiland, Lemon, and Pierce, PC. Approved for La Porte Development Corporation Board Agenda Corby D. Alexander, City ManagerDate Kathleen Lemon After Photos REQUEST FOR LA PORTE DEVELOPMENT CORPORATION BOARD AGENDA ITEM Agenda Date Requested:1/21/13 Appropriation Requested By:Traci E. Leach Source of Funds: Department:CMO Account Number:15-9892-993-1100 Report:XResolution:Ordinance: Amount Budgeted:$200,000 Amount Requested:$17,611 Exhibits:A.Applicationand Supplement YESNO Budgeted Item: B.Evaluation Summary SUMMARY & RECOMMENDATION In the 2008-09 budget year, the La Porte Development CorporationBoardagreed to fund an enhancement grant program for the Main Street Overlay District. The program offered matching grants of up to $25,000 for businesses in the Main Street District to improve building facades. The project was allotted $200,000and has $168,000 remaining. The goals of the project were to beautify Main Street, to enhance Main Street’s appeal to new businesses and visitors, and to add value to the City of La Porte. Ms. Claudia Coxhas submitted a grant application forEntrust Professional Insurance, located at 210 West MainStreet.The Enhancement Grant Application Committee met to discuss the application, and agreed that it should be approved for an amount not to exceed $17,611. The actual award will be one-half of the amount Ms.Coxspends on approved expenses for the project up to $17,611, and will be contingent upon the project being completed as indicated in this grant application. Attached is the application that Ms. Coxsubmitted, as well as additional clarification information on the cost breakdown, as requested by the evaluation committee. The committee recommends that the Board conditionally award a grant in an amount not to exceed $17,611, based on receipts and completion of work as indicated. Action Required by La PorteDevelopment CorporationBoard: Consider approval or other action ofa grant amount not to exceed $17,611forMs. Claudia Cox and Entrust Professional Insurance, to be awarded at the completion of the project, conditional upon receipts and completion of work as indicated. Approved for La Porte Development Corporation Board Agenda Corby D. Alexander, City ManagerDate REQUEST FOR LA PORTE DEVELOPMENT CORPORATION BOARD AGENDA ITEM Agenda Date Requested:1/21/13 Appropriation Requested By:Traci E. Leach Source of Funds: Department:CMO Account Number: Report:XResolution:Ordinance: Amount Budgeted:$0 Amount Requested:$740,000 Exhibits:A.Revised Project Scope Budgeted Item:NO B.Fund Summary SUMMARY & RECOMMENDATION In the 2012budget year, the La Porte Development CorporationBoardagreed to fund improvements to Lomax Park and Arena.Work was originally scheduled to occur in two phases and the original budget for Phase One was $1,200,000. Phase One included improvements to the arena and new improvements to the park, such as a new restroom and concession building. The EDC included half of this project budget in the FY 12 budget,with the other 50% coming from the General Fund. Funds have already been expended for design and building demolition, leaving $1,030,000 for the construction of the new restroom/concession building andthe arena improvements. Since that time, the City has been working with an architect to design and bid the project. Bids were received on July 9 but were $520,000 over the construction budget. As a result of these bids, staff has been working with Council and the community to value engineer the project and identify all possible options for the project. On October 8, 2012, staff presented seven project options to the Council and Scenario F was selected as the new scope of work for the Lomax Park Improvements (see exhibit). Scenario F includes all work that was originally planned for Phases One and Two. Total estimated cost for Scenario F is $1,770,000. During the December 10, 2012 meeting, Council directed staff to approach the EDC regarding funding the additional $740,000 to construct the project. It is possible that the EDC could be reimbursed for part or all of this additional funding by the General Fund CIP based on potential savings from existing projects. Action Required by La PorteDevelopment CorporationBoard: Consider approval or other action of additional funding for the construction of Lomax Park and Arena Improvements. Approved for La Porte Development Corporation Board Agenda Corby D. Alexander, City ManagerDate City of La Porte La Porte Development Corporation (038) Fund Summary (Section 4B Sales Tax) Plus 12-13 Revenues: Less 12-13 Expenditures: ** *Debt Service Payments for Library, Bay Area Boulevard & Canada Road and Ballfields. **$1millionofthisbalanceisreservedforprojectNebula. REQUEST FOR LA PORTE ECONOMIC DEVELOPMENT CORPORATION AGENDA ITEM Appropriation Agenda Date Requested:1/21/13 Source of Funds:Fund 038 Requested By:Corby D. Alexander Account Number:038-6030-565-50-07 Department:CMO Amount Budgeted:$25,000 Report:xResolution:Ordinance: Amount Requested:$24,947 Exhibits:Catalyst Proposal YESNO Budgeted Item: SUMMARY & RECOMMENDATION During the budget discussions for the 2012-13 FY, the Board of Directors approved the expenditure of $25,000 for a retail study for the City of La Porte. Working with the Purchasing Department, staff prepared a RFP for the study,which was distributed in December 2012. Proposals were received from 4 firms. An evaluation teamcomprised of La Porte Development Corporation Board members and City staff interviewed all four firms and hasrecommended Catalyst Commercial as the highest rated firm based onthe team’sinterviews and the submitted proposal. Catalyst was chosen as the top firm based on the following reasons: Catalyst’s proposal was within the established budget for the project. It was the only proposal to be within budget.This pricing proposal includes travel and reimburseables. The team highly valued the fact that Catalyst’s President was very active within the leadership of ICSC (international Council of Shopping Centers). These connections through ICSC will be key to recruiting and attracting firms to La Porte. Catalyst received excellent references from those provided. The team was also pleased with Catalysts’ philosophy that the job was not done until there was tangible progress made. Instead of providing the retail study and walking away, Catalyst will ensure that the study and its contents are used to land retail establishments in La Porte. Action Required by La PorteDevelopment CorporationBoard: Consider approval or other action to award RFP No. 13501 Retail Market Analysis and Strategy to Catalyst Commercial. Approved for La Porte Development Corporation Board Agenda Corby D. Alexander, City ManagerDate Proposal by: Proposal for: Jason Claunch Catalyst 5307 E Mockingbird Lane | 5th Floor Dallas, Texas 75206 972-999-0081 La Porte, Texas jason@catalystcommercial.net REQUEST FOR PROPOSAL #13501 Catalyst Page 1 Source: images.google.com Letter of Transmittal Catalyst Page 2 City of La Porte Purchasing Division 604 W. Fairmont Pkwy La Porte, TX 77571 (281) 470-5126 purchasing@laportetx.gov Re: RETAIL MARKET STUDY AND RETAIL RECRUITMENT/MARKETING Dear Purchasing Agent and Members of the Selection Team: Catalyst Commercial is pleased to submit this proposal to the ci considering, however we are eager to assist the city of La Porte using fact based analysis combined with local market context to La Porte area and identify additional opportunities for future d former real estate executives, portfolio manager for $1B real es for national restaurant/retailers, retail brokers and national s those factors which are sustainable, valuable, and create differ current alternate areas. Catalysts team is experienced in working with both private and and developing and implementing development initiatives from pre and processes are based upon years of experience in commercial d which include thousands of hours on the ground collecting data a engaged, including downtown Arlington, Texas; Richardson, Texas; many others. and market reality and serves as a destination and amenity to th goals requires a thoughtful, measured and collaborative approach Catalyst teams proposed processes, methodologies and deliverabl in reaching their commercial retail development potential. Sincerely, Jason Claunch, President Catalyst Commercial, Inc. Phone: 972-999-0081x101 Fax: 972-999-0082 Catalyst Page 3 Table of Contents Catalyst Page 4 Contents Retail Recruitment/Marketing 7 Implementation Process 8 Merchandising Plan 10 Best Practices 10 Trade Shows 10 CRM 10 Trade Area Delineation 10 Market Analysis 12 Demand Analysis 13 Retail Gap analysis and Leakage Assessment 14 Merchant Matrix 15 Optional Tasks 16 Property Analysis (optional) 16 Firmographic Analysis 16 Schedule 24 Appendix 26 Copy of RFP 27 Offeror Statements 28 Instructions to Respondents 30 Indemnity Hold Harmless Agreement 33 Request for Proposal #13501 34 Appendix A (contact form) 38 Electronic Business 39 Acknowledgement Form 40 Pricing Schedule 43 Red Text - RFP Questions Black Text - Consultant Response Orange Text - Optional Tasks Catalyst Page 5 Project Understanding and Scope Catalyst Page 6 Project Understanding and Scope Current Conditions La Porte is located 25 miles from Houston and is surrounded by c of La Porte consumers. La Porte has a serviceable population of continue to expand with Texas populationg growth. La Porte can sales. Population often provides over 80% of the commercial dem its workforce and visitor economy to promote supplemental demand is limited retail which caters to the visitor economy and curren deeper and wider market options. Retail Recruitment/Marketing We would like assistance with marketing our city to potential re Catalysts experience includes working with a wide variety of de scaled developers with retail strip center experience, single t grocery or regional oriented tenants, we can often procure a dev relationships with the tenant(s), and experience in similar mark that we have current context into the retail landscape - retailers. Include information regarding your relationships with with site selectors and decision makers. Catalysts team is comprised of former retailers, developers, re experience has produced more tangible measurable results than an Catalysts President, Jason Claunch, is the State of Texas Chair affords access to national and international developers, retaile retailers such as: Main Event, Randalls, Whole Foods, Panera Br Catalysts team approach to market analysis and development plan believe that retail nodes are appropriate areas to deliver econo needs of a community. In the post recession environment, the ke strategies and public policy that are fact based and address a m b. Provide a detailed description of what you will do to market Unlike our competitors, we do not have a single approach to crea Catalyst Page 7 strategic efforts which may have sustainable impact and provide We can create custom marketing collateral, which will include: 1. Aerial Map of the sub market highlighting the trade area, ava 3. Conceptual site plans (if available) 4. Logo and contact information 5. Gap/Leakage data OVERVIEW RETAIL PRIMARY TRADE AREA STATISTICS OVERVIEWYRSAN MARCOS1 MILE3 MILES5 MILES The City of San Marcos is the county seat of Population201145,95312,32846,21056,061 Hays County and situated along Interstate 201652,98413,42352,71763,898 35, approximately 20 miles south of Austin Median Age201124.621.724.024.0 and 45 miles north of San Antonio. Median HH Income2011$35,654$33,783$37,349$38,319 2016$43,090$39,599$45,860$47,056 San Marcos is home to Texas State TRAFFIC COUNTSVPDEDUCATION 2011 (CITY) Texas with 34,113 students. S Guadalupe St, w of I-3523,489College Graduate32.5% E Hopkins St, e of Downtown21,408Some College, 23.1% no degree San Marcos is one of the fastest High School Graduate23.9% growing areas in Texas and the INCOME 20112016 Less than High School20.5% (CITY) United States and was ranked in Average Household$47,316$54,472 the Top 10 cities in America for Median Household$35,654$43,090 DAYTIME (5 MILES) raising kids by Business Week. POPULATION Per Capita$18,944$21,880 Hays County was ranked 3rd in AGE GROUPS 2011 (CITY) RACE 20112016 (CITY) the United States for job growth in 0 - 9 years9.2% White Alone67.2%67.9% the last decade by CNN Money 10 - 14 years3.7% Black Alone8.6%8.5% Magazine and the Austin/Round 15 - 19 years11.0% Amer. Indian Alone0.6%0.5% Rock/San Marcos MSA ranked 20 - 24 years28.1% Asian Alone1.9%1.9% 4th in job growth in the U.S. by 25 - 34 years16.7% 0.1%0.1% Business Facilities magazine. 35 - 44 years9.2% Some Other Race18.4%17.8% Hays Countys population grew 45 - 54 years8.2% Two or More Races3.3%3.2% 37.3% in the past ten years. 55 and older13.9% Hispanic (Any Race)39.2%39.5% HAYS COUNTY2010 21,408 Population157,107 2000 Population97,589 2000 - 2010 Population Growth61.0% White80.7% Black3.5% 23,489 Hispanic35.3% 12,645 Households55,245 29,862 Household Size2.72 Median HH Income$56,353 Median Age30.4 Homeownership Rate67.8% 9,065 TRAFFIC COUNT MAP NORTH NORTH 5307 Mockingbird Lane 5th Floor Dallas, Texas 75206 catalystcommercial.net prepared by: CONTACT INFORMATION: Greater San Marcos Partnership Copyright2012 CATALYST COMMERCIAL. The information provided herein is deeis subject to errors, omissions, 1340 Wonder World Drive San Marcos, Texas 78666 combines strategy, technology and retail analytics to deliver hi 512-393-3400 governments, private developers, retailers and economic developmSource: ESRI, 2012. and collateral, no plan will be effective if its not appropriate implemented. Implementation Process Campaigns or disapprove any campaign members. Consultant may add or update the Implementation phase. Consultant shall maintain the Campaign license to Client, which shall automatically expire upon complet at all times. Campaign Contents: 1. Account Name 2. Category 3. Contact Name 4. Campaign Member Status: a) Not Sent: campaign member not contacted; b) Responded Yes: campaign member responded yes; Catalyst Page 8 c) Responded No: campaign member responded no; d) Voicemail 1: Consultant left initial voicemail; e) Voicemail 2: consultant left 2nd voicemail; f) Email: Consultant sent email to campaign member; g) Responded On Hold: campaign member not expanding; h) Responded evaluating: campaign member qualifying interest; i ) Responded - No: 3+ attempts to contact campaign member with 5. Account Square Footage (min, max, or prototype) As part of Implementation, Consultant shall contact each Campaig about the Study Area to the appropriate retailer. d. Explain how you will report your progress and measure your su technology used by many Fortune 100 companies. This is an automa spectrum of activity and can be reported to the Client at any t Campaign reports to Client with an update on the campaign member Opportunities Consultant shall track all campaign members that responded yes, Area. Consultant shall maintain an Opportunity list that is a st The following are the stages an opportunity can be in: 2. Completed Tour - 10% - User completed tour 3. Needs Analysis - ID decision criteria elements 4. ID Decision Maker - ID decision maker 5. Value Proposition - ID economics and concepts match 6. User Score - Probability Score by user 7. Deal Points - Deal points discussion between users 8. Negotiation - Initial LOI or MOU agreed 9. Agreement Signed - Lease or Contract agreed 10. Engagement Completed - All contingencies removed Arapaho RoadArapaho RoadArapaho RoadArapaho Road Arapaho Road Arapaho RoadArapaho Road Arapaho RoadArapaho RoadArapaho RoadArapaho Road Telecom Corridor ChinaChinaChina ChinaChina Town TownTownTown BeltlineBeltlineBeltline Beltline Beltline Beltline BeltlineBeltline HeightsHeightsHeightsHeights HeightsHeightsHeights Shopping Shopping Shopping Shopping Shopping Shopping Shopping Shopping CenterCenter CenterCenterCenterCenter RSID RSID RSID RSID MagnetMagnet Magnet MagnetMagnetMagnet Brick Brick Brick Brick Brick Row RowRow SpringSpring SpringSpringSpring Spring ValleyValleyValley ValleyValleyValley Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Spring Valley Road Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Catalyst shall maintain a list of updated Opportunities which ma Stage, Square Footage, Potential Tenant, Description, and Next S Catalyst Page 9 Implementation is priced per conversion. Implementation can be o Merchandising Plan All of the above data will be aggregated into a report that Cata the market aerial. The Merchandising Plan will include the following sections: Executive Summary, Trade Area Delineation, Drive Time Analysis, Count Analysis, Retail Summary and Appendix. The appendix will c Best Practices incentives for municipalities when negotiating with retailers an Porte to determine incentive needs, if any, and best practices t the town. Trade Recruitment Retailer Property Gap Analysis AnalysisStudy Shows Jason Claunch is the Texas chair for ICSC. Catalyst attends the as well as many smaller ICSC RECON events. Catalyst sets meeting on behalf of La Porte. In addition, Catalyst attends many retail ICSC, private vendor conferences and many others throughout the CRM Catalyst has the ability to license access to its own database o La Porte. Using this La Porte can view current prospects. *addit Trade Area Delineation We need to know the best retail trade areas in our city, and the development. a. Please explain how you will determine this information and in Catalyst Page 10 hard copy, digital, web, etc.) Understanding where current customers of La Porte shop as well a in determining the appropriate strategy. Consultant shall assist extents of the Primary Trade Area of the La Porte by using licen retail point-of-sales data, if available. Purpose Understanding who and where your target customers are is a cruci initiative. Catalyst has a proprietary method of delineating a will delineate the trade area for La Porte by taking an actual s within each area to determine a comprehensive picture of the act area. anchors, highway retail, entertainment uses, visitors, and emplo and non-restaurant pad users to outline distribution of retail c address level and be tagged by time, date, and location in order areas for various day parts, categorical uses and retail nodes. a true trade area to perform demand driver analysis. This proces analyses derived from using estimated radius rings or drive time they do not accurately account for an actual trade area. As part boundaries, psychological boundaries, and competing retail nodes and identifying trade area boundaries. Customer samples will be collected at a representative sample of Grocers, Banks, Pharmacies, Restaurants (quick serve, fast casua retailers Catalyst Page 11 b. Provide an example of similar delineations you have done for c. Provide a recommendation for the best and most effective use Deliverables potential Primary Trade Area using the concentric rings, drive time, and census tract/block group. For each catchment methodology, Consultant shall provide Client and percent of samples captured at different intervals, includin potential Primary and Secondary Trade Area respectively. Market Analysis We would like a detailed demographic and psychographic analysis for retail site selectors. In addition to the information gather competition, and retail gap analysis and leakage assessment, we market comparables, existing retail supply, occupancy trends, an would be useful. a. Please give a detailed description of the elements that will b. Explain how you will gather this information and in what form copy, digital, web, etc. valuable tool in identifying underserved retail categories as we clusters. To accurately identify these factors, Catalyst will pe Analysis of retail trade within the Study Area. The distribution and commuter demand is important to determine the capture rate t addition, it is important to know how existing competitive nodes La Porte to develop a strategic game plan. Coppell Workforce is a dominant driver for UV 26 18.3 AC. 106.6 AC. 74.7 AC. 91.4 AC. Grapevine daytime and restaurant demand. 10.6 AC. INTERNATIONAL COMMERCE PARK 166 AC. 72.5 AC. 53.2 AC. 23.4 AC. HOSPITALITY / ENTERTAINMENT Catalyst completed a census 9.5 AC. 16.5 AC.11.2 AC. 40.4 AC. 81.8 AC. 40.1 AC.UV NORTHWEST HWY. 9.9 AC.42.7 AC. 121 WALL ST. 17 AC. 59.1 AC. 14.5 AC. of workforce to determine retail 37.4 AC. 8.2 AC. 36.4 AC. UV Æb 114 25.6 AC. 6.3 AC. DALLAS RD. 9.9 AC. 11.8 AC.8.4 AC. 48.3 AC. UV demand at D/FW Airport which 26 6.9 AC. § 7.9 AC.¨¦ 635 7.8 AC. 101.9 AC. 3.3 AC. 7.7 AC. UV 36.4 AC. 114 21.3 AC. 23.1 AC. ROYAL LN. 9.7 AC. 13.9 AC. 10.7 AC. 68.7 AC. 6.9 AC. MUSTANG DR. 13.5 AC. 2012 29.1 AC. 32.3 AC. 17 TH 23.1 AC. 163.7 AC. Irving UV 26.6 AC.114 257.5 AC. 171.5 AC. 26.6 AC. 29.3 AC. BELT LINE STATION 79.3 AC. 182.5 AC. 10.8 AC. 78.5 AC. Æb 23.5 AC. 31.1 AC. Catalyst Page 12 Commercial completed a market analysis for Dallas/Fort Worth Int driven economy), and used ICSCs research to complete a market a collaborated with an architect to complete a site plan and RFPs The locations that warranted development are in the process of b Summary Leakage Assessment. Leakage is a valuable tool if implem the competing trade areas must be analyzed with the study area t should be considered independently to determine applicable captu considering competing trade areas may lead to overstating the po retail conditions Purpose The Market Area Analysis shall summarize characteristics of the insight on current conditions and assist with prioritization of Deliverables Consultant shall provide Client with a written summary and appli Demand Analysis will conduct a Demand Analysis to evaluate the retail categories success in the given sub market. Additionally, Catalyst analyzes Deliverables The Demand Analysis will include: Catalyst Page 13 d. Provide a recommendation for the best and most effective use Retail Gap analysis and Leakage Assessment We would like to have a detailed retail gap analysis and leakage areas within the City of La Porte. a. Please explain how you will gather this information and in wh hard copy, digital, web, etc.) b. Explain how (and if) this information will be incorporated in is only as effective as the geography used to extrapolate the da accurate Trade Area Delineation. Catalysts Trade Area Delineati analysis is an effective way to gauge retail supply against reta c. Provide a recommendation for the best and most effective use when recruiting retailers. Keep in mind that data for Leakage Assessments/Gap Analysis are not categorically comprehensive and additional methods may be needed to identify all supply/demand gaps (i/e movie theaters, medical, hospitality,etc). Purpose When identifying target markets, retailers typically base their as competition, synergistic operations, and amount of non-compet Catalyst Page 14 collaboration with La Porte. Additional counts are available as 6,046 1,757 36,846 4,829 8,683 4,338 2,056 8,133 3,140 1,526 25,420 6,409 18,264 14,185 9,874 41,118 Kingsbury StKingsbury St 10,494 4,114 23,059 9,300 12,637 10,502 21,483 15,579 10,442 18,133 5,591 Deliverables Purpose SWC AVONDALE HASLET AND FM 156 - LE TARA VILLAGE 300 BLOCK EAST ABRAM OVERVIEW OVERVIEW RETAIL PRIMARY TRADE AREA STATISTICS RETAIL PRIMARY TRADE AREA STATISTICS This property is on the southwest corner of the intersection of This property is a 3.34 +/- acre proposed redevelopment site fro OVERVIEWYRPTA1 MILE3 MILES5 MILES POPULATIONYRTRADE AREA1 MILE3 MILES5 MILES and FM 156. The property is approximately 12 ± acres in size, wi Street on the Northwest quadrant of East Abram and East Street. - Population2011 484,469 316 11,142 57,641 City of Arlington2010682,63618,469149,757279,599 ± square feet of retail space available. With the realignment of ing property is a parking lot and vacant bank building. It is a 2016 542,480 350 13,047 68,201 2015736,83019,462156,553295,108 Parkway coming through the southern edge of the property to meet both Abram and East streets. Access points are subject to, and Median Age201133.540.531.731.2 Median Age201032.225.929.930.6 with Avondale Haslet, this property will be one of the four busy change upon redevelopment. The site has unobstructed visibility Median HH Income2011$64,574$101,556$96,313$74,798 Median HH Income2010$59,957$31,646$47,324$51,559 intersection of Avondale Haslet and FM 156.directions. 2016$71,766$103,732$99,193$79,909 2015$67,187$37,279$54,540$59,415 The property has one existing building that is currently leased Family Dentistry. TRAFFIC COUNTSVPD EDUCATION 2011 EDUCATION 2010 TRAFFIC COUNTSVPD EXISTING TENANTSSPACE AVAILABLE Est. (PTA)EXISTING TENANTSSPACE AVAILABLE Avondale Haslet w of FM 1567,761(PTA) College Graduate 31.2% Eastbound Abram Street9,638 Educational Attainment100% Haslet Family Dentistry12 ± acresFM 156 s of Downtown/Westport13,957 TBDTBD Some College, 28.0%Westbound Abram Street8.917 College Graduate 33.8% no Degree 7-Eleven (under construction)28,000 ± sfFM 156 s of School House Road11,051 High School Graduate25.2%Some College, 26.9% no Degree INCOME 20112016 Less than High School15.6%INCOME 20102015 High School Graduate23.2% Est. Est. (PTA)(PTA) Average Household$80,943$90,733 Average Household$69,732$77,336Less than High School16.1% 8 miles to DFW Airport Median Household$64,574$71,766 Median Household$59,957$67,187 10 miles to Fort Worth I-30 17 miles Per Capita$28,175$31,463 Alliance Per Capita$26,221$28,958 8,420 to Dallas DAYTIME DAYTIME 36,706 632,339 Proposed Westport (5 MILES) POPULATION(PTA) POPULATION Airport Randoll Mill Parkway Realignment 156 RACE 20112016 RACE 20102015 Haslet Est. Est. (PTA)(PTA) Abram Division White Alone79.2%77.7% White Alone56.4%53.9% AGE GROUPS 2011 AGE GROUPS 2010 Westport Pkwy Est. (PTA)(PTA) 13,957 Black Alone5.4%5.8% Black Alone18.5%19.1% Under 4 years8.1% Under 4 years8.3% Park Row Amer. Indian Alone0.7%0.7%Amer. Indian Alone0.7%0.7% 7,748 5 -14 years17.0% 5 -14 years14.4% 21,385 Asian Alone4.5%4.7% 7,761 Asian Alone6.1%6.5% E Abram St 15 - 19 years7.0%15 - 19 years6.9% 20 - 24 years5.5% 20 - 24 years8.0% 0.1%0.1%0.4%0.3% Alone Alone 25 - 34 years14.7% 25 - 34 years16.5% 11,051 I-20 Some Other Race7.1%7.6% Some Other Race14.0%15.4% 35 - 44 years15.9%35 - 44 years14.6% Two or More Races3.1%3.3% 156 Two or More Races3.8%4.1% 45 - 54 years14.2% 45 - 54 years13.8% LOCATOR MAPCLOSE UP AERIAL LOCATOR MAPCLOSE UP AERIAL Hispanic (Any Race)22.1%25.1%Hispanic (Any Race)29.0%32.5% NORTHNORTH NORTHNORTH 55 years & older17.7% 55 years & older17.4% 5307 Mockingbird Lane5th FloorDallas, Texas 75206catalystcommercial.net CONTACT INFORMATION:5307 Mockingbird Lane 5th Floor Dallas, Texas 75206 catalystcommercial.net prepared by:prepared by: CONTACT INFORMATION: DOWNTOWN ARLINGTON City of Haslet MANAGEMENT CORPORATION 101 Main Street Copyright2012 CATALYST COMMERCIAL. The information provided herein is deeis subject to errors, omissions, change of terms and / or condit Copyright2011 CATALYST COMMERCIAL. The information provided herein is deeis subject to errors, omissions, change of terms and / or condit- 101 W. Abram Street Haslet, Texas 76052 Arlington, Texas 76010 retailer recruitment and development strategies to local governmSource: ESRI 2012. recruitment and development strategies to local governments, priSource: Pitney Bowes MapInfo, 2011. (817) 439-5931 Phone (817) 459-6155 needed for Commuter Demand Analysis. Retail Competition We would like to have a picture of what our competition looks li surrounding areas. a. Please explain how you will gather this information and in wh hard copy, digital, web, etc.) Catalyst Page 15 Merchant Matrix to create a census of uses. The Merchant Matrix" is also used fo Deliverables Consultant shall provide a summary matrix of categorical uses fo Study Area is selected, then Consultant shall select a central l and the matrix shall be a summary of all Study Areas. b. Provide an example of similar information you have gathered i c. Provide a recommendation for the best and most effective use Purpose A Merchant Matrix" will enable Client to identify the type, loca operators. The Merchant Matrix" data is also available in mappab geospacial analysis on categorical uses. The Merchant Matrix" i that correlate to the Study Area. Optional Tasks Consultant, for each selected Study Area, shall complete a summa attributes of the top 5 properties in La Porte. To accurately id conceptual plans. This review includes: 1. Summary of demographics 2. Visibility 3. Access 5. Size 6. Existing Tenants Purpose The Property Analysis shall summarize characteristics of each Pr on each Study Property and create a reference for future recruit Deliverables Consultant shall provide Client with a written property summary, data. Client shall provide all site plans, ownership, property c Firmographic Analysis Catalyst Page 16 or more as agreed/needed, located within the Study Area. This is overall trade area of the Trade Area. Deliverables phone, contact, and number of employees. Purpose retail demand and can be an important component in retail succes identify the quantity and quality of area businesses and offer i for retail demand. Sales/Lease Comparables Catalyst shall prepare a list of comparable sales and lease rate Potential Tenants Deliverables characteristics. Catalyst Page 17 Catalyst Page 18 - - ment. Catalyst was formed in 1998 under Jason E. Claunch Co, and Catalyst. We have over 45 retail clients and our scope is varied impact studies, implementation planning, market analysis, and ot - cal services. - ket; Catalyst team has extensive experience in development, site sele within the Houston region. Formerly, Jason Claunch, worked in Ho national chains that operated in Houston. We have many Houston a tertiary markets similiar to La Porte. which similar work was completed. See attached Reference List Catalyst Page 19 Team Structure Catalyst Commercial, Inc. Jason Claunch / Team Lead John BaldwinChris BranhamJulie Schultz Recruitment/ AnalystResearch/GISMarketing Marchelle Farmer Michael LathamLauren Pulido Downtown Analytics/GISSpecialist Coordinator Catalyst Page 20 Catalyst Commercial Contact: Jason Claunch Phone: 972-999-0081x101 Jason Claunch Jason Claunch, President of Catalyst Commercial, Inc., is one of estate industry today. A licensed Texas Real Estate broker with brokerage and development experience, Jason is experienced with from initial market strategy, planning, entitlements, due dilige and disposition using his extensive relationships with owners, d brokerage community. Jason holds a Bachelor of Business Administration degree. He is Texas Commercial Association of Realtors (NTCAR), International (IDA), International Economic Development Council (IEDC), Texas (TEDC), Oklahoma Municipal League (OML) and Texas Municipal Leag Dallas Business Journal as one of Forty Under 40 in 2011, he is real estate sector. Prior to Catalyst Commercial, Jason directed Billingsley Company was a Partner with Salvo Real Estate. As Partner, Jason was resp national accounts such as SouthTrust/Wachovia Bank, Valvoline, T Wendys, Brinker, Eckerds, Home Depot, Ross, PetsMart, Pier One concepts. While working for TMC, Jason also developed additional Catalyst Page 21 Catalyst Project Case Studies coordinate with the architect and the DFW International Airport, Founders Plaza. Farmers Branch Farmers Branch, Texas is located within Dallas/Fort Worth. The F intersection of Josey and Valley View Lane and includes existing Four Corners Area has above market vacancy and below market rent Catalyst was engaged by the city of Farmers Branch to determine acquired and determine the appropriate mix of uses. Catalyst co 2010. Walmart was completed in early 2012 - less than an 18 mon engagement and commencement of store operations. Downtown Arlington Management Corporation Retail Market Analys Redevelopment Advisory The scope of work was to underwrite the demand for retail develo Texas by identifying and quantifying the economic impacts of var and advised the client on development strategies based on market City of Red Oak Red Oak, Texas is located 18 miles south of Dallas, Texas and ha city recognized that the actual trade area was much greater than and that they were missing potential tax revenue and commercial Catalyst was engaged by the City of Red Oak to determine the amo assess potential and existing commercial opportunities and devel of retail demand that aligned with over 250+ potential retail us working within Red Oak. Since Catalysts engagement, Walmart has Catalyst Page 22 1. Project/Contract Name: City of Colleyville 6. Project/Contract Name: Red Oak wide retail merchandising consulting with Merchandising Plan implementation and retailer recruitment. Contact name: Marty Wieder, Director, Merchandising Plan and Spending Pattern Economic DevelopmentAnalysis. Contact phone number: (817) 503-1060Contact name: Todd Fuller, Asst. City Contact email address: mwieder@colleyville.Manager/EDC comContact phone number: (972) 617-6831 Contact email address: tfuller@redoaktx.org 2. Project/Contract Name: Town of Trophy Club 7. Project/Contract Name: Bridgeport Merchandising Plan vacancies.Merchandising Plan. Contact name: Stephen Seidel, City ManagerContact name: William Myers Contact phone number: (682) 831-4600Contact phone number: (940) 683-3400 Contact email address: sseidel@ci.trophyclub.Contact email address: wmyers@ tx.uscityofbridgeport.net 3. Project/Contract Name:8. Project/Contract Name: Town of Northlake Azle Merchandising Plan Merchandising Plan. vacancies.Contact name: Craig Lemin Contact name: Drew Corn, Town AdministratorContact phone number: (817) 444-2541 Contact phone number: (940) 648-3290Contact email address: clemin@ci.azle.tx.us Contact email address: dcorn@town. 9. Project/Contract Name: northlake.tx.us Multi Purpose Sports Facility Economic Impact Analysis 4. Project/Contract Name: City of Farmers BranchAnalysis Contact name: Frank Viso Contact phone number: (972) 723-3800 Contact email address: frank.viso@sbcglobal. vacancies.net Contact name: John Land, Director of 10. Project/Contract Name: Economic Development and Tourism Kyle Merchandising Contact phone number: (972) 919-2512Plan farmersbranch.infoContact name: Dianna Blank Contact phone number: (512) 262-3926 5. Project/Contract Name: DFW Market AnalysisContact email address: diana@cityofkyle.com 11. Project/Contract Name: Downtown and Merchandising consulting. Development Arlington Merchandising Plan and programming coordination with architects, civil Implementation Strategy engineers and ownership. Contact name: John Terrell, VP Commercial Contact name: Ken Devero Development; Mayor of SouthlakeContact phone number: (817) 303-2800 Contact phone number: (972) 973-4650Contact email address: ken@ downtownarlington.org com Catalyst Page 23 Schedule Catalyst Page 24 Catalyst Page 25 Appendix Catalyst Page 26 Source: images.google.com Catalyst Page 27 Offeror Statements Letter of Transmittal Catalyst Page 28 City of La Porte Purchasing Division 604 W Fairmont Pkwy La Porte, TX 77571 (281) 470-5126 purchasing@laportetx.gov Re: RETAIL MARKET STUDY AND RETAIL RECRUITMENT/MARKETING Dear Purchasing Agent and Members of the Selection Team: Catalyst Commercial is pleased to submit this proposal to the ci however we are eager to assist the city of La Porte to create a analysis combined with local market context to stimulate commerc executives, portfolio manager for $1B real estate company, senio retailers, retail brokers and national site selectors. Our plan sustainable, valuable, and create differentiating uses that lift Catalysts team is experienced in working with both private and and developing and implementing development initiatives from pre processes are based upon years of experience in commercial devel thousands of hours on the ground collecting data and conducting including downtown Arlington, Texas; Richardson, Texas; Oklahoma economic and market reality and serves as a destination and amen Accomplishing these goals requires a thoughtful, measured and co following is an outline of Catalysts teams proposed processes, for assisting the city of Laporte in reaching their commercial r Sincerely, Jason Claunch, President Catalyst Phone: 972-999-0081x101 Fax: 972-999-0082 Catalyst Page 29 Table of Contents Catalyst Page 30 Contents Retail Recruitment/Marketing 7 Implementation 8 Merchandising Plan 9 Best Practices 10 Trade Shows 10 CRM 10 Market Area Analysis 12 Demand Analysis 13 Merchant Matrix 14 Property Analysis 15 Firmographic Analysis 15 Schedule 23 Catalyst Page 31 Project Understanding and Scope Catalyst Page 32 Project Understanding and Scope Current Conditions La Porte is located 25 miles from Houston and is surrounded by c sales of La Porte consumers. La Porte has a serviceable populati to continue to expand with Texas population. La Porte can strate sales.Population often provides over 80% of the commercial deman residential population and workforce population. There is retail the current corridors could be improved to offer a deeper and wi Retail Recruitment/Marketing We would like assistance with marketing our city to potential re Catalysts experience includes working with 1,000s of developer developers which deliver retail strip centers with free standing attracting the appropriate developers. Should our research uncov regional oriented tenants, we can often procure a developer whic with the tenant(s) and experience in similiar markets to your o have current context into the retail landscape - retailers. Include information regarding your relationships with with site selectors and decision makers. Catalysts team is comprised of former retailers, developers, re experience has produced more tangible measurable results than an Catalysts President, Jason Claunch, is the State of Texas Chair affords access to national and international developers, retaile such as: Main Event, Randalls, Whole Foods, Panera Bread, Freeb team approach to market analysis and development planning is roo retail nodes are appropriate areas to deliver a communities econ needs. In the post recession environment, the key to effective strategies and public policy that are fact based and address a m b. Provide a detailed description of what you will do to market Unlike our competitors, we do not have a single approach to crea Catalyst Page 33 strategic efforts which will have sustainable impact and provide We can create custom marketing collateral, which will include: 1. Aerial Map of the sub market highlighting the trade area, ava 3. Conceptual site plans (if available) 4. Logo and contact information 5. Gap/Leakage data OVERVIEW RETAIL PRIMARY TRADE AREA STATISTICS OVERVIEWYRSAN MARCOS1 MILE3 MILES5 MILES The City of San Marcos is the county seat of Population201145,95312,32846,21056,061 Hays County and situated along Interstate 201652,98413,42352,71763,898 35, approximately 20 miles south of Austin Median Age201124.621.724.024.0 and 45 miles north of San Antonio. Median HH Income2011$35,654$33,783$37,349$38,319 2016$43,090$39,599$45,860$47,056 San Marcos is home to Texas State TRAFFIC COUNTSVPDEDUCATION 2011 (CITY) Texas with 34,113 students. S Guadalupe St, w of I-3523,489College Graduate32.5% E Hopkins St, e of Downtown21,408Some College, 23.1% no degree San Marcos is one of the fastest High School Graduate23.9% growing areas in Texas and the INCOME 20112016 Less than High School20.5% (CITY) United States and was ranked in Average Household$47,316$54,472 the Top 10 cities in America for Median Household$35,654$43,090 DAYTIME (5 MILES) raising kids by Business Week. POPULATION Per Capita$18,944$21,880 Hays County was ranked 3rd in AGE GROUPS 2011 (CITY) RACE 20112016 (CITY) the United States for job growth in 0 - 9 years9.2% White Alone67.2%67.9% the last decade by CNN Money 10 - 14 years3.7% Black Alone8.6%8.5% Magazine and the Austin/Round 15 - 19 years11.0% Amer. Indian Alone0.6%0.5% Rock/San Marcos MSA ranked 20 - 24 years28.1% Asian Alone1.9%1.9% 4th in job growth in the U.S. by 25 - 34 years16.7% 0.1%0.1% Business Facilities magazine. 35 - 44 years9.2% Some Other Race18.4%17.8% Hays Countys population grew 45 - 54 years8.2% Two or More Races3.3%3.2% 37.3% in the past ten years. 55 and older13.9% Hispanic (Any Race)39.2%39.5% HAYS COUNTY2010 21,408 Population157,107 2000 Population97,589 2000 - 2010 Population Growth61.0% White80.7% Black3.5% 23,489 Hispanic35.3% 12,645 Households55,245 29,862 Household Size2.72 Median HH Income$56,353 Median Age30.4 Homeownership Rate67.8% 9,065 TRAFFIC COUNT MAP NORTH NORTH 5307 Mockingbird Lane 5th Floor Dallas, Texas 75206 catalystcommercial.net prepared by: CONTACT INFORMATION: Greater San Marcos Partnership Copyright2012 CATALYST COMMERCIAL. The information provided herein is deeis subject to errors, omissions, 1340 Wonder World Drive San Marcos, Texas 78666 combines strategy, technology and retail analytics to deliver hi 512-393-3400 governments, private developers, retailers and economic developmSource: ESRI, 2012. and collateral, no plan will be effective if its not appropriate implemented. Implementation Process Campaigns or disapprove any campaign members. Consultant may add or update the Implementation phase. Consultant shall maintain the Campaign license to Client, which shall automatically expire upon complet at all times. Campaign Contents: 1. Account Name 2. Category 3. Contact Name 4. Campaign Member Status: Catalyst Page 34 c) Responded No: campaign member responded no; d) Voicemail 1: Consultant left initial voicemail; e) Voicemail 2: consultant left 2nd voicemail; f) Email: Consultant sent email to campaign member; g) Responded On Hold: campaign member not expanding; h) Responded evaluating: campaign member qualifying interest; i) Responded No No Response: 3+ attempts to contact campaign 5. Account Square Footage (min, max, or prototype) As part of Implementation, Consultant shall contact each campaig about the Study Area to the appropriate retailer. d. Explain how you will report your progress and measure your su technology used by many Fortune 100s. This is an automated process which reports a wide spectrum of activity and can be reported to the Client at any time. Consulta reports to Client with an update on the campaign member status a Opportunities Consultant shall track all campaign members that responded yes, Area. Consultant shall maintain an Opportunity list that is a st The following are the stages an opportunity can be in: 2. Completed Tour - 10% - User completed tour 3. Needs Analysis - ID decision criteria elements 4. ID Decision Maker - ID decision maker 5. Value Proposition - ID economics and concepts match 6. User Score - Probability Score by user 7. Deal Points - Deal points discussion between users 8. Negotiation - Initial LOI or MOU agreed 9. Agreement Signed - Lease or Contract agreed 10. Engagement Completed - All contingencies removed Arapaho RoadArapaho RoadArapaho RoadArapaho Road Arapaho RoadArapaho RoadArapaho Road Arapaho RoadArapaho RoadArapaho RoadArapaho Road Telecom Corridor ChinaChinaChina ChinaChina Town TownTownTown BeltlineBeltlineBeltline Beltline Beltline Beltline BeltlineBeltline HeightsHeightsHeightsHeights HeightsHeightsHeights Shopping Shopping Shopping Shopping Shopping Shopping Shopping Shopping CenterCenter CenterCenterCenterCenter RSID RSID RSID RSID MagnetMagnet MagnetMagnetMagnetMagnet Brick Brick Brick Brick Brick Row RowRow SpringSpring SpringSpringSpringSpring ValleyValleyValley ValleyValley Valley Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Spring Valley Road Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Spring Valley RoadSpring Valley RoadSpring Valley RoadSpring Valley Road Catalyst shall maintain a list of updated Opportunities to inclu Footage, Potential Tenant, Description, and Next Steps. Catalyst Page 35 Implementation is priced per conversion. Implementation can be o Merchandising Plan All of the above data will be aggregated into a report that Cata The Merchandising Plan will include the following sections: Executive Summary, Trade Area Delineation, Drive Time Analysis, Count Analysis, Retail Summary and Appendix. The appendix will c Best Practices incentives for municipalities when negotiating with retailers an Porte to determine incentive needs, if any, and best practices t the town. Trade Recruitment Retailer Property Gap Analysis AnalysisStudy Shows Jason Claunch is the Texas chair for ICSC. Catalyst attends the as well as many smaller ICSC RECON events. Catalyst sets meeting behalf of La Porte. In addition, Catalsyt attends many retailer private vendor conferences and many others throughout the year. CRM Catalyst has the ability to license access to its own database o La Porte. Using this La Porte can view current prospects. Trade Area Delineation We need to know the best retail trade areas in our city, and the development. a. Please explain how you will determine this information and in hard copy, digital, web, etc.) Catalyst Page 36 in determine the appropriate strategy. Consultant shall assist C extents of the Primary Trade Area of the La Porte by using licen retail point-of-sales data, if available. Purpose Understanding who and where your target customers are is a cruci initiative. Catalyst has a proprietary method of delineating a will delineate the trade area for La Porte by taking an actual s within each area to determine a comprehensive picture of the act area. anchors, highway retail, entertainment uses, visitors, and emplo and non-restaurant pad users to outline distribution of retail c address level and be tagged by time, date, and location in order areas for various day parts, categorical uses and retail nodes. a true trade area to perform demand driver analysis. This proces analyses derived from using estimated radius rings or drive time they do not accurately account for an actual trade area. As part boundaries, psychological boundaries, and competing retail nodes and identifying trade area boundaries. Customer samples will be collected at a representative sample of Grocers, Banks, Pharmacies, Restaurants (quick serve, fast casua retailers b. Provide an example of similar delineations you have done for Catalyst Page 37 c. Provide a recommendation for the best and most effective use Deliverables potential Primary Trade Area using the concentric rings, drive time, and census tract/block group. For each catchment methodology, Consultant shall provide Client and percent of samples captured at different intervals, includin potential Primary and Secondary Trade Area respectively. Market Analysis We would like a detailed demographic and psychographic analysis for retail site selectors. In addition to the information gather competition, and retail gap analysis and leakage assessment, we market comps, existing retail supply, occupancy trends, and any useful. a. Please give a detailed description of the elements that will b. Explain how you will gather this information and in what form copy, digital, web, etc. valuable tool in identifying underserved retail categories as we clusters. To accurately identify these factors, Catalyst will pe Analysis of retail trade within the Study Area. The distribution and commuter demand is important to determine the capture rate t addition, it is important to know how existing competitive nodes La Porte to develop a strategic game plan. Commercial comleted a market analysis for Dallas/Fort Worth Inte driven economy), and partnered with ICSCs research to complete Catalyst collaborated with an architect to complete a site plan Coppell Workforce is a dominant driver for UV 26 18.3 AC. 106.6 AC. 74.7 AC. 91.4 AC. Grapevine daytime and restaurant demand. 10.6 AC. INTERNATIONAL COMMERCE PARK 166 AC. 72.5 AC. 53.2 AC. 23.4 AC. HOSPITALITY / ENTERTAINMENT Catalyst completed a census 9.5 AC. 16.5 AC.11.2 AC. 40.4 AC. 81.8 AC. 40.1 AC.UV NORTHWEST HWY. 9.9 AC.42.7 AC. 121 WALL ST. 17 AC. 59.1 AC. 14.5 AC. of workforce to determine retail 37.4 AC. 8.2 AC. 36.4 AC. UV Æb 114 25.6 AC. 6.3 AC. DALLAS RD. 9.9 AC. 11.8 AC.8.4 AC. 48.3 AC. UV demand at D/FW Airport which 26 6.9 AC. § 7.9 AC.¨¦ 635 7.8 AC. 101.9 AC. 3.3 AC. 7.7 AC. UV 36.4 AC. 114 21.3 AC. 23.1 AC. ROYAL LN. 9.7 AC. 13.9 AC. 10.7 AC. 68.7 AC. 6.9 AC. MUSTANG DR. 13.5 AC. 2012 29.1 AC. 32.3 AC. 17 TH 23.1 AC. 163.7 AC. Irving UV 26.6 AC.114 257.5 AC. 171.5 AC. 26.6 AC. Catalyst Page 38 Pricing includes $3,500 budget for travel and/or printingPricing includes $3,500 budget for travel and/or printing Pricing includes $3,500 budget for travel and/or printing Proposal by: Proposal for: Jason Claunch Catalyst 5307 E Mockingbird Lane | 5th Floor Dallas, Texas 75206 972-999-0081 La Porte, Texas jason@catalystcommercial.net REQUEST FOR PROPOSAL #13501 Catalyst Page 39 Acknowledgement Form Letter of Transmittal Catalyst Page 40 Proposal by: Jason Claunch Proposal for: Catalyst 5307 E Mockingbird Lane | 5th Floor Dallas, Texas 75206 972-999-0081 La Porte, Texas jason@catalystcommercial.net REQUEST FOR PROPOSAL #13501 Catalyst Page 1 Source: images.google.com Catalyst Page 41 Form CIQ Proposal by: Proposal for: Jason Claunch Catalyst 5307 E Mockingbird Lane | 5th Floor Dallas, Texas 75206 972-999-0081 La Porte, Texas jason@catalystcommercial.net REQUEST FOR PROPOSAL #13501 Catalyst Page 1 Source: images.google.com Catalyst Page 42 Pricing Schedule Trade Area Delineation & Analysis In Market Trade Area Delineation$3,237 Competing Trade Area Delineation$2,497 Trade Area Analysis$2,363 Demand Analysis$4,652 Merchandising Plan Marketing Collateral for all studied locations$1,995 Merchant Matrix$2,012 Sales/Lease Comps$650 Mapping $1,811 Aggregate Trade Area Maps $423 Site Specific Trade Area Maps $242 Customer dot maps $181 Demographic maps Report Completion$1,386 Total$21,447 Reimburseables$3,500 Optional Tasks$24,947 Tenant Profiling$9,014 Implementation$4,500 Aerial$2,113 Traffic Counts$2,898 Property Analysis$2,090 Economic Impact Analysis$0 Consumer Spending Pattern Analysis$0 Catalyst Page 43 Proposal by: Proposal for: Jason Claunch Catalyst 5307 E Mockingbird Lane | 5th Floor Dallas, Texas 75206 972-999-0081 La Porte, Texas jason@catalystcommercial.net RFP: 2012-118 Retail Market Analysis and Strategy Catalyst Page 44 This is an Unaudited Statement. City of La Porte La Porte Development Corporation (038) Fund Summary (Section 4B Sales Tax) Previous ReportFY 2012-13FY 2011-12 Unaudited Beginning Fund Balance 9/302,196,9352,196,9352,123,808 Plus Year to Date Revenues: 1/2 Cent Sales Tax-179,498136,238 Interest Income9831,651932 Total Revenues983181,149137,170 Equals Total Resources2,197,9182,378,0842,260,978 Less Year to Date Expenditures: Payroll9,29710,98414,100 Supplies66397 Services & Charges (Memberships, Training, Advertising, Legal, Utilities)15,20628,7638,603 Debt Service Transfer68,344102,515165,085 * Capital Projects Transfers**20,83331,250242,500 Total Expenditures113,687173,519430,684 Estimated Year to Date Fund Balance$2,084,231$2,204,565$1,830,294 *Debt Service Payments for Library, Bay Area Boulevard & Canada Road and Ballfields. **Capital Project Transfer is for the 3rd Street Parking Lot Project.