1 P-12035

DEPARTMENT OF PURCHASING FOR THE DEPARTMENT OF REVENUE

REQUEST FOR PROPOSAL FOR THE MANAGEMENT AND OPERATION OF SPORTS FACILITIES: SOLDIER FIELD COMPLEX, McFETRIDGE SPORTS CENTER, and THE BASEBALL STADIUM AT DEVON AND KEDZIE

P-12035

CONTRACT TERM 10 YEARS WITH FIVE (5) ADDITIONAL ONE (1) YEAR EXTENSION OPTIONS

ADVERTISED: October 9, 2012

McFETRIDGE CENTER AND BASEBALL STADIUM VISIT: October 23, 2012 at 10:00 a.m., C.S.T. McFetridge Center 3843 N. California Chicago, Illinois 60618

SOLDIER FIELD VISIT: October 24, 2012 at 10:00 a.m., C.S.T. Soldier Field – Gate 14 1410 S. Museum Campus Drive Chicago, Illinois 60605

PRE-SUBMITTAL MEETING: October 24, 2012, immediately following Soldier Field visit Soldier Field – United Club 1410 S. Museum Campus Drive Chicago, Illinois 60605

QUESTIONS: Any questions and/or requests for clarifications must be submitted in writing to the Department of Purchasing no later than October 30, 2012 at 5:00 P.M., C.S.T.

PROPOSAL DUE DATE: November 15, 2012 at 3:00 P.M., C.S.T.

Bryan Traubert President, Board of Commissioners

Michael P. Kelly General Superintendent and CEO

Raffi Sarrafian Director of Purchasing

2 P-12035 LEGAL ADVERTISEMENT

Date Advertised: October 5, 2012

CHICAGO PARK DISTRICT DEPARTMENT OF PURCHASING FOR THE DEPARTMENT OF REVENUE

REQUEST FOR PROPOSAL FOR THE MANAGEMENT AND OPERATION OF SPORTS FACILITIES: SOLDIER FIELD COMPLEX, McFETRIDGE SPORTS CENTER, AND THE BASEBALL STADIUM AT DEVON AND KEDZIE

The submittal documents are available for download by clicking on “Doing Business” on the Chicago Park District web site www.chicagoparkdistrict.com, and then click on “Contracting Opportunities.” If you are not able to download this document, please call Mark Reed, the contact person for this project, at (312) 742-4418, Monday – Friday, between the hours of 8:30 a.m. and 4:30 p.m.

Location: The Chicago Park District Department of Purchasing 541 N. Fairbanks Court, 3rd Floor Chicago, IL 60611

Specification No.: P-12035

Description: The Chicago Park District invites the submission of proposals for the MANAGEMENT AND OPERATION OF SPORTS FACILITIES: SOLDIER FIELD COMPLEX, McFETRIDGE SPORTS CENTER, AND THE BASEBALL STADIUM AT DEVON AND KEDZIE

McFetridge Center and Baseball Stadium Visit: October 23, 2012 at 10:00 a.m., C.S.T. McFetridge Center, 3843 N. California, Chicago, Illinois 60618

Soldier Field Visit: October 24, 2012 at 10:00 a.m., C.S.T. Soldier Field – Gate 14, 1410 S. Museum Campus Drive, Chicago, Illinois 60605

Pre-Submittal Meeting: October 24, 2012, immediately following Soldier Field visit Soldier Field – United Club, 1410 S. Museum Campus Drive, Chicago, Illinois 60605

Proposal Due Date: November 15, 2012, at 3:00 P.M., C.S.T.

Bryan Traubert President, Board of Commissioners

Michael P. Kelly General Superintendent and CEO

Raffi Sarrafian Director of Purchasing

LATE PROPOSALS WILL NOT BE ACCEPTED

3 P-12035

REQUEST FOR PROPOSAL FOR THE MANAGEMENT AND OPERATION OF SPORTS FACILITIES: SOLDIER FIELD COMPLEX, McFETRIDGE SPORTS CENTER, AND THE BASEBALL STADIUM AT DEVON AND KEDZIE

Specification Number P-12035 Contact Person: Mark Reed (312) 742-4418 Fax (312) 742-5326 [email protected]

For information regarding MBE/WBE participation, contact Luetha Aytch at 312-742-4436, or [email protected]

4 P-12035 TABLE OF CONTENTS

SECTION TOPIC PAGE

1. General Information ...... 5

2. Proposal Information…………………………………………………………… 7

3. Project Scope ...... 10

4. Detailed Scope of Services Soldier Field Complex………………………………………………………………. 12 McFetridge Sports Center………………………………………………………….. 39 Baseball Stadium at Devon and Kedzie…………………………………………… 54

5. Exhibit List………………………………………………………………………. 59

6. General Conditions ...... 61

7. Special Conditions...... 67

8. Notice Regarding MBE/WBE Participation ...... 68

9. Compliance Conditions: Minority and Women Owned Business Enterprises...... 69

10. Insurance Requirements ...... 75

11. Proposal Execution…...... 77

12. Proposal Contents…………………………………………………………….. 78

13. Proposal Packaging & Delivery………………………………………………. 87

14. Evaluation and Selection Process...... 89

15. Proposal Submittal Forms…...... 92 Signature Page ...... 93 Financial Proposal…………………………...... 94 Economic Disclosure Statement & Affidavit...... 101 Legal Actions Form…………………………………………………………………. 115 Self-Performance Affidavit………………………………………………………… 116 Subcontractor Form……..…………………………………………………………. 117 Vendor References Form...... 118 Sustainability Statement...... 119 Schedule A………...... 122 Schedule B………………………………………………………………………….. 128

16. No Proposal Response Form ...... 130 5 P-12035 GENERAL INFORMATION

BACKGROUND

The Chicago Park District (hereinafter CPD) is a municipal corporation organized in 1934. It is governed by a seven-person Board of Commissioners appointed by the Mayor of Chicago, with the advice and consent of the City Council. The Board of Commissioners appoints the General Superintendent, who is responsible for the CPD’s day-to-day operations.

The CPD owns and operates over 8,100 acres of park property. This includes 580 parks and play lots, over 250 staffed park recreation centers, 6 golf courses, 10 major museums, a stadium, a zoo, and 24 miles of lakefront, including 9 harbors and 31 bathing beaches. There are approximately 450 buildings in the system, including several schools, which are used jointly with the Chicago Board of Education.

The CPD offers a wide range of recreational and educational programs featuring both physical and cultural activities. For more information, visit www.chicagoparkdistrict.com.

REQUEST FOR PROPOSAL (RFP)

A Request for Proposal is the method of procurement used when elements such as experience, past performance, resources, method of approach, and other criteria may outweigh cost. The CPD will review submitted proposals in accordance with the evaluation criteria set forth herein. Prior to award of contract, the CPD may engage in discussions with responsible submitters and allow or negotiate proposal revisions. Contents of proposals are not publicly disclosed until after contract award.

CONTRACT AWARD(S)

The CPD may base its award on the initial proposals received, without discussion of those proposals with the submitters. Alternately, prior to final selection, the CPD may conduct interviews and discussions with prospective awardees.

One contract for the management and operation of all of the sports facilities will be awarded to the responsive, responsible, and compliant submitter whose proposal has been determined to be the most advantageous to the CPD, in accordance with the Evaluation Criteria section set forth in this Request for Proposal. All factors will be considered.

The CPD reserves the right to award this contract (1) to more than one company, and (2) as may be set forth in the scope of work and/or cost proposal pages.

In addition, the CPD reserves the right to reject any and all proposals, or to withdraw, cancel, or reissue this specification, in whole or in part, in the event that competition is deemed inadequate or that it is otherwise in the best interest of the CPD.

TERM OF CONTRACT

This contract shall be effective from the date of contract execution and shall continue in effect for a period of 10 years subject to the terms and conditions of the contract. The Director of Purchasing may extend this contract for five (5) additional one-year periods, under the same terms and conditions of the original contract period, subject to user department approval. Contractor will receive written notification of such an extension.

If the contracted vendor is unable or unwilling to agree to an upcoming extension option, the contractor must notify the Director of Purchasing, in writing, at least 30 days prior to the contract’s expiration date.

The CPD reserves the right to extend the contract period by no more than 180 calendar days, either (1) in lieu of exercising an extension option, or (2) following the exhaustion of all option periods, in order to provide continuity of service while procuring a replacement contract.

6 P-12035

POST-SUBMITTAL INFORMATION

After the RFP’s due date, submitters may track the progress of this project from the evaluation process to award and contract execution by clicking on the “Bid Status” link on the Department of Purchasing’s home page.

End of General Information

7 P-12035 PROPOSAL INFORMATION

The Special Conditions (if any), the General Conditions, and the specification shall govern, in that order, if there is any conflict between the submittal requirements, the Special Conditions, the General Conditions, and the specification.

1. EXAMINATION OF PROPOSAL DOCUMENTS

Each submitter may obtain one copy of the RFP package in the manner provided in the advertisement. Chicago Park District RFP documents obtained from any source other than the CPD cannot be assumed to be complete, and proposals prepared from such documents are subject to rejection.

It is expected that each submitter will read the entire RFP document with care, and will submit the forms and affidavits contained in this RFP without alteration. The CPD will not accept RFP forms that have been recreated or reformatted by the submitter.

It is also expected that each submitter will carefully review its proposal before submittal to the Department of Purchasing, to confirm that it meets all requirements set forth in the RFP’s Proposal Execution and Proposal Contents sections. The submitter’s negligence in these matters, or the failure of the submitter to ask relevant questions before the submittal due date will not relieve the submitter of any obligations to comply, in every detail, with all provisions and requirements of the RFP document, if the submitter is awarded a contract. Conversation with an attorney is recommended, since this document may have important legal consequences.

2. PRE-SUBMITTAL MEETINGS

If there is a mandatory pre-submittal meeting and the prospective submitter does not attend, he/she cannot submit a proposal. Additionally, if a non-attendee attempts to submit a proposal, that proposal will not be considered.

If there is a non-mandatory pre-submittal meeting attendance is not required but is strongly recommended.

If there is no scheduled pre-submittal meeting and a prospective submitter is in doubt as to the true meaning of any part of the RFP, he/she may submit to the CPD’s Director of Purchasing (or his/her designee) a written request for an answer, an interpretation, or the correction of any ambiguity, as set forth below.

3. QUESTIONS & ANSWERS

Questions must be submitted in writing by 5:00 p.m., Central Standard Time, Tuesday, October 30, 2012 whether or not you attend any pre-submittal meeting. Questions submitted later will not be answered.

Failure on the part of the prospective submitter to receive written interpretations, clarifications, or answers prior to the time of receipt of proposals will not be grounds for the withdrawal of the submitter’s proposal after it is submitted.

Any correction, revision, answer, or clarification of the proposal documents will be made only by a written addendum (if something in the RFP is changed) or a Clarifications / Answers document (if nothing in the RFP is changed) issued by the Director of Purchasing or his/her designee.

A copy of such an addendum (or Clarifications / Answers) will be faxed, mailed, or e-mailed to each person recorded as having obtained a copy of the RFP from the CPD. It will also be uploaded to the RFP’s individual page on the CPD website. The CPD will not be liable for the submitter’s failure to obtain or download any addenda that may be issued for this RFP. It is the sole responsibility of the submitter to obtain such addenda. No addenda will be issued later than five (5) days prior to the date the proposals are due, unless it is an addendum canceling the RFP, or one that includes the 8 P-12035 postponement of the proposal’s due date.

Submitter must acknowledge receipt of each addendum on the RFP’s Signature Page. It is not necessary to acknowledge receipt of a Clarifications / Answers document.

If representatives of the CPD address questions at the pre-submittal meeting, no such statements made shall in any way bind the CPD. Prospective submitters must still submit all questions in writing to the Director of Purchasing (or his/her designee) by the date and time specified herein. A reply, if any, will be issued in the form of an addendum or a clarification, as set out above.

4. FORMS

Remove and complete all of the forms listed on p. 71 in the Proposal Contents section. For purposes of comparisons between submitters, use “as is.” Do not scan and reformat these forms. Any proposal submittal form that has been reformatted or re-created in any fashion by the submitter may be summarily rejected. Sign appropriately and have notarized where required.

5. SUBCONTRACTORS

Submitter shall include in its proposal the names of all subcontractors that the submitter proposes to utilize for the performance of all subdivisions of work, together with the division of work. The contractor shall subcontract only with competent and responsible subcontractors. The CPD reserves the right to approve all subcontractors.

Awardee shall not replace any subcontractor or add or subtract subcontractors without the prior written consent of the Director of Purchasing of the Chicago Park District. Such consent by the CPD shall not be unreasonably withheld.

6. EXCEPTIONS TO THE PROPOSAL

Any deviations from the RFP must be noted on the relevant proposal page(s), with the exact nature of the change(s) outlined in sufficient detail in a cover letter. The reason for such deviations should also be included. CAUTION: The CPD will evaluate the impact of such exceptions to the specifications, and reserves the right to disqualify proposals that do not completely meet the specification requirements.

NOTE: Changes, additions, or deletions made to the General Conditions by the submitter are included in this disqualification caution.

Failure of a submitter to comply with the terms of this paragraph also may be cause for rejection of the proposal.

7. COMPETENCY OF SUBMITTER

The submitter, if requested, must present within a reasonable time (as determined by the Director of Purchasing or his/her designee) evidence satisfactory to the Director of Purchasing or designee of ability to successfully perform on any contract awarded pursuant to this proposal, and the possession of necessary facilities, labor, materials, equipment, supplies, expertise, financial resources, and adequate insurance to comply with all of the terms of this RFP and any contract awarded pursuant to its provisions.

No contract will be awarded to any person, business or corporation that is in arrears or is in default with the CPD upon any debt of contract, or that is defaulter, as surety or otherwise, upon any obligation to said CPD, or has failed to perform faithfully on any previous contract with the CPD.

8. WITHDRAWAL OF PROPOSAL

Submitters may withdraw their submitted proposals at any time prior to that specified in the 9 P-12035 advertisement as the closing time for receipt of the RFP. However, after said advertised closing time for the receipt of proposals, no submitter shall withdraw or cancel his/her proposal for a period of ninety (90) calendar days unless a longer time period has been mutually agreed to by both parties. Nor shall the successful submitter withdraw or cancel or modify his/her proposal after having been notified by the Director of Purchasing that said proposal has been accepted for award consideration by the CPD.

9. ERRORS IN PROPOSALS

Submitters are cautioned to verify their proposals prior to submission. Negligence on the part of the submitter in preparing the proposal confers no right of withdrawal or modification of the proposal after the closing time for its receipt. Inadvertent errors (such as the omission of one page of a multi-page document) that have a correction submitted after the designated submission time may be considered at the sole discretion of the Chicago Park District if the submitter submits with the correction sufficient information to prove that the error was inadvertent. Such amendments are not favored and, in the case of doubt, requests will be denied.

10. LATE PROPOSALS

Late proposals will not be accepted. The CPD does not specify the method by which proposals are to be delivered; therefore, it cannot be held responsible for any delay, regardless of reason, in the receipt of proposals in the Department of Purchasing. Proposals delivered by mail or messenger will be considered only when said proposals are received in the Department of Purchasing at or before the due date and time. The CPD does not guarantee that proposals received in the building by mail or messenger will be delivered to the Department of Purchasing before the time due. Proposals thus delayed will not be considered and will be returned unopened. Any material misrepresentations made by the respondent(s) will void the response and eliminate the respondent(s) from further consideration. The Chicago Park District reserves all rights with regard to this solicitation.

11. INCURRED COST

All costs incurred in the preparation and submission of proposals shall be borne by the submitter.

12. RETURN OF PROPOSALS

The CPD is under no obligation to return any proposals or materials submitted by the submitter as a response to this RFP.

13. RESERVED RIGHTS

The Director of Purchasing or his/her designee shall represent the CPD in all matters pertaining to this RFP, and reserves the right to reject any and all proposals, or to withdraw, cancel, or reissue this specification, either in whole or in part, in the event that competition is deemed inadequate or that it is otherwise in the best interest of the CPD.

The Director of Purchasing or his/her designee also reserves the right to disregard any minor informality in the proposal when, in his/her opinion, the best interests of the CPD will be served by such action.

End of Proposal Information

10 P-12035 PROJECT SCOPE

INVITATION

The Chicago Park District (“CPD”) is soliciting proposals from experienced companies to manage and operate CPD sports facilities including the Soldier Field Complex, McFetridge Sports Center, and the Baseball Stadium at Devon and Kedzie for the CPD.

The awardee must have the professional qualifications and experience necessary for the performance of all services required by this RFP, and shall provide all labor, materials, equipment, and vehicles necessary for the performance of all services in accordance with the terms and conditions of this specification. The services and materials provided must be competitively priced, of the highest and best quality, and delivered in a timely manner. Finally, the awardee will perform its services in a professional and courteous manner.

GOALS AND OBJECTIVES

The general goals and objectives of the awardee’s services shall be:

1. To maximize the utilization of the sports facilities by all segments of the local and regional population

2. To maximize the net annual revenue generated by or for the Chicago Park District from the sports facilities and regarding the Soldier Field Complex while complying with certain limitations imposed by tax law in connection with the financing of the Soldier Field renovation and redevelopment

3. To make the sports facilities greener, more eco-friendly facility by minimizing any of their negative environmental impact

4. To keep the sports facilities in a well-maintained and clean, safe, and attractive state at all times

5. To maximize the number of events and attendance at the sports facilities

6. To increase the diversity of the events held at the sports facilities

7. To stimulate the economy of the City

8. To protect the CPD’s interest in the sports facilities

9. To involve all segments of the City in the employment and business opportunities arising as a direct or indirect result of the operations of the sports facilities

10. To provide services of the highest quality in a manner that equals or exceeds the highest standards of comparable stadiums

11. To be responsible to the needs of customers and patrons

GENERAL SCOPE OF SERVICES

Services that the Awardee will provide may vary among the sports facilities but collectively the services include the following:

Operations

A. Maintenance and Custodial Services B. Field and Landscape Maintenance C. Green Initiatives D. ADA Compliance E. Security, Safety, and Crowd Control F. Parking Facilities and Traffic Management G. Event Operations 11 P-12035 H. Capital Improvement, Management, and Planning I. Furniture, Fixtures, and Equipment J. Concessions

Management

A. Budget B. Bank Accounts C. Collection of Revenue D. Office Operations E. Booking, Marketing, and Permitting Events F. Sponsorships and Business Agreements G. Image Use and Trademark H. Personnel I. Customer Service J. Best Practices K. Vendor Management and Procurement L. Plans and Reports M. Records and Audits

DETAILED SCOPE OF SERVICES

Details regarding the scope of services for each sports facility can be found in the Detailed Scope of Services section that follows this Project Scope.

OTHER FACILITIES

During the contract term, the CPD may ask the manager to manage and operate other facilities that are not included in this RFP at the time of advertisement. These other facilities may be other sports and/or recreational facilities.

ANTICIPATED PROJECT SCHEDULE

RFP Advertisement………………………………………….. October 9, 2012 McFetridge Center and Baseball Stadium Visit…………... October 23, 2012 at 10:00 a.m., c.s.t. Soldier Field Visit…………………………………………….. October 24, 2012 at 10:00 a.m., c.s.t. Pre-submittal meeting………………………………………. October 24, 2012, immediately following Soldier Field visit Proposals due………………………………………………… November 15, 2012 at 3:00 p.m., c.s.t. Presentation of award to Board for approval……...... January or February 2013 Board Meeting Commence work……………………………………………… March 2013

EXPERIENCE

The sports facilities discussed in this RFP are important, flagship facilities for the CPD, and Solider Field is also a NFL facility. Consequently, the CPD seeks a manager that has the experience necessary to properly, effectively, and efficiently manage and operate these facilities. Proposers must also be firms experienced in the management and operation of publicly- or privately-owned multi-use stadiums, arenas, similar venues or have comparable experience. Additionally, the proposers must have experience in providing the services discussed in the Detailed Scope of Services.

End of Project Scope

12 P-12035 DETAILED SCOPE OF SERVICES SOLDIER FIELD COMPLEX

During the term of the contract, the manager may be asked by the CPD to extend its maintenance, operation, and administrative services to include additional related locations and facilities. One example is the Gold Star Family Memorial Park. If added, the manager would be reimbursed separately by either the CPD or the Chicago Police Memorial Foundation.

DEFINITIONS

ADDITIONAL TERMS ARE DEFINED IN THE IN THE DEFINITIONS SECTION OF THE GENERAL CONDITIONS AND COMPLIANCE CONDITIONS OF THIS RFP.

Bears means individually and collectively the Chicago Bears and any Bears subsidiary.

Bears Subsidiary means the Chicago Bears Stadium, LLC, a Delaware limited liability company, and any other subsidiary or affiliate of the Chicago Bears.

Bears POA means that certain permit and operating agreement dated August 1, 2001, by and among the Chicago Bears, the Bears subsidiary, and the Chicago Park District, as amended from time to time.

Capital Equipment means any and all furniture, fixtures, or equipment having an expected useful life of more than one year or a per item cost of $3,000 or more.

Chicago Bears means the Chicago Bears Football Club, Inc., a Delaware corporation.

City means the City of Chicago and all of its agencies and departments, including the Police Department, Fire Department, and the Office of Emergency Management and Communications.

CPD means the Chicago Park District, a municipal corporation organized pursuant to 70 ILCS 1505/0.01 et seq. of the Illinois Compiled Statutes.

Event means a Bears game or any other scheduled event that more than 5,000 people are expected to attend.

FF&E means the furniture, fixtures, and equipment related to or incorporated into the Soldier Field complex.

GAAP means generally accepted accounting principles, consistently applied.

ISFA means the Illinois Sports Facilities Authority, a political subdivision, unit of local government, body politic, and municipal corporation of the State of Illinois.

Manager means the firm retained by the CPD to manage the Soldier Field complex, as described in this RFP.

Museums means the Adler Planetarium, the Field Museum, and the Shedd Aquarium, as well as their governing bodies and management personnel.

Museum Campus means the area that contains the Adler Planetarium, Field Museum, and Shedd Aquarium.

Parking facilities means any and all portions or parts of the Adler Planetarium Parking Lot, East Museum Lot, North Parking Garage, South Parking Lot, Waldron Parking Deck, and various other parking facilities located on the Museum Campus (on Bears game days and days of other major events, this may include the Burnham Harbor lots and other Northerly Island parking areas). See Exhibit 1.

Soldier Field means the multi-use stadium facility, its colonnades, and the integral North Parking Garage, all located at McFetridge Drive, Chicago, Illinois.

Soldier Field complex means Soldier Field and the parking facilities.

13 P-12035

Surrounding parkland means the 17-acre parkland immediately surrounding Soldier Field, including the Sledding Hill, Winter Garden, Children’s Garden, Veterans Memorial, the Great Lawn, and the Stadium Green. It does not include any landscaped areas of the Museum Campus or Northerly Island. However, during the course of the contract, the Gold Star Family Memorial Park may be added.

BACKGROUND

History

Planning for Soldier Field began in 1919 when the firm of Holabird and Roche won an architectural competition to build Soldier Field as a memorial to American soldiers who died in war. It was constructed between 1922 and 1928 by the South Park Commission, one of the predecessor park boards that were consolidated as the Chicago Park District in 1934. It officially opened as the 45,000-seat Municipal Grant Park Stadium on October 9, 1924, the 53rd anniversary of the great Chicago fire. Within a year it was renamed Soldier Field, and formally dedicated during the Army – Navy game on November 27, 1926.

Some memorable sporting events occurring at Soldier Field were the 1926 Army – Navy game, the epic Jack Dempsey/Gene Tunney heavyweight rematch featuring the controversial long count, and the first College All- Star football game, which for many years matched collegiate gridiron stars against the defending professional champions. Soldier Field also hosted the opening ceremonies as well as several matches of the 1994 World Cup, the first time the competition was held in the United States.

The CPD operated and maintained Soldier Field until the fall of 1994, when it retained a management firm to manage and operate Soldier Field and the adjacent parking areas.

Renovation and Pre-Existing Agreements

In the spring of 2001, a $606-million-dollar renovation of Soldier Field and the redevelopment of its adjacent parking lots and surrounding parkland (collectively the renovation and redevelopment) was commenced, and was completed in the fall of 2003. This renovation and redevelopment included (1) the renovation of Soldier Field into an approximately 63,000 seats, with 2,000 removable seats, multi-use, state-of-the-art stadium; (2) improvements to Soldier Field’s historic colonnades, which remain open to the public when there is no event at the stadium; (3) a new, approximately 2,500-space underground parking garage, the North Parking Garage; (4) a new, approximately 1,600-space two-tier parking structure south of Soldier Field, the Waldron Parking Deck; (5) the resurfacing of the 1,500-space parking lot south of Soldier Field, the South Parking Lot; (6) the addition of approximately 17 acres of green space; and (7) the creation of numerous other amenities, such as the Sledding Hill, Winter Garden, Children’s Garden, and Veteran’s Memorial. The parking facilities are open year round and benefit not only the patrons and users of the stadium and surrounding parkland, but also the visitors to the Museum Campus, Northerly Island, and McCormick Place (See Exhibit 1).

The Soldier Field renovation and redevelopment was financed and implemented through a private/public partnership between the Chicago Bears, the CPD, and the Illinois Sports Facilities Authority (ISFA). The Chicago Bears directly or indirectly contributed at least $200 million dollars, and the ISFA issued $399 million dollars-worth of bonds (ISFA bonds).

The interest earned on the ISFA bonds is currently exempt from federal income tax. To maintain this tax exempt status, the management contract to be awarded as a result of this RFP must be a qualified management contract under the Internal Revenue Code. Moreover, the amount and source of revenue that can be generated for or by the CPD from the project is limited by certain provisions of the Internal Revenue Code. The CPD has entered into an Arbitrage and Tax Regulatory Agreement and executed a Project Certificate pursuant to which the CPD has certified and agreed, among other things, to comply with these tax law limitations.

As part of the renovation and redevelopment, the CPD and the Chicago Bears have entered into a long-term permit and operating agreement in connection with the Chicago Bears’ use rights related to the complex, the stadium in particular. The Bears POA (permit and operating agreement) is attached as Exhibit 3.

Also as part of the renovation and redevelopment, the CPD and ISFA entered into an operating assistance agreement pursuant to which the ISFA will provide to the CPD an operation and maintenance subsidy in an initial 14 P-12035 amount of $3.5 million per year and a capital improvement fund in an initial amount of $1.5 million per year. The operation and maintenance subsidy and the capital improvement fund shall increase over time as provided for in the operating assistance agreement. The operating assistance agreement is attached as Exhibit 4.

In addition to the foregoing agreements, the CPD has entered into a concession agreement with Sportservice Corporation and the Chicago Bears. This agreement, which may be incorporated into the management contract awarded as a result of this RFP, is attached as Exhibit 5.

Other pre-existing agreements that the CPD has entered into in connection with Soldier Field are: (1) a ticket processing agreement with Ticketmaster, and (2) various other agreements that are referenced herein.

The submitter will be presumed to have read and understood the terms and conditions of such pre-existing agreements, and, by submitting its proposal, acknowledge that the management and operations of Solider Field will be subject to these agreements.

SCOPE OF SERVICES

I. OPERATIONS

A. Maintenance and Custodial Services

Areas of Responsibility - Exterior

Certain maintenance and custodial responsibilities at the Soldier Field Complex and its surrounding parkland are allocated to the manager, while others are retained by the CPD. See Exhibit 1 for the location of the areas.

Areas of Responsibility – Interior

Generally, the interior of Soldier Field is the responsibility of the manager and the Bears. Under the anticipated managerial contract, areas and spaces of Soldier Field where the manager shall provide maintenance and custodial services include, but are not limited to: audio-video rooms, break rooms, club lounge areas/space, club seats, command rooms, concourses, conference rooms, courtyards, detention areas/rooms, driveways, dressing rooms, electrical rooms, first aid stations, hallways, loading docks, lobbies, locker rooms, mechanical rooms, meeting rooms, offices, open areas, pedestrian areas/plazas, press box, ramps, restrooms, roofs, seating area in the stadium bowl, security rooms/areas, service corridors, service rooms, sidewalks, stairwells, staff rooms, storage rooms, suite boxes, tunnels, turnarounds, vomitories, and underground and surface parking facilities.

The manager is not responsible for the maintenance and repair of concession facilities at Soldier Field. Those are the responsibility of Sportservice, and include, but are not limited to: (a) commissary and food and beverage service storage areas; (b) food and beverage wash areas; (c) vending and pantry areas; (d) kitchens; (e) food preparation and food and beverage cleaning areas; (f) change rooms for Sportservice personnel; (g) concession stands; (h) booths, bars, public and service bars and grills, restaurant areas and/or dining rooms; and (i) concession offices.

Maintenance Responsibilities (non-field and landscape)

The manager shall maintain the Soldier Field complex in a safe and attractive state and provide routine and preventative maintenance. Maintenance responsibilities shall include all operational infrastructures.

The manager’s maintenance responsibilities include the following:

1. Bike Racks. The manager shall maintain, repair, replace, and install, when necessary, all bike racks at the Soldier Field complex and in the surrounding parkland.

2. Building Automation System. The manager shall operate and maintain the existing building automation system that operates on the Siemens platform version of Insight 3.11. This system covers the all mechanical systems within Soldier Field and the North Garage.

15 P-12035 3. Doors. The manager shall maintain, repair, replace (when necessary), and keep in good working order all doors (e.g. exterior, interior, entrance and exit, garage, rolling, etc.) at the Soldier Field complex.

4. Electrical. The maintenance of electrical infrastructure in the parking facilities and surrounding parkland is divided between the CPD and the manager as follows (see Exhibit 13 for detail).

Area 1: The CPD is responsible for maintaining all infrastructure and above-ground fixtures (e.g. ballasts, lights, lenses, poles, etc.). The manager shall be responsible for changing burned-out ballasts and lights within the parking booths.

Area 2: The manager shall be responsible for all infrastructure and above-ground fixtures (e.g. ballasts, lenses, lights, poles, etc.). Additionally, the manager shall be responsible for all lights at and within Soldier Field and the North Garage. The CPD is responsible for the large tower at the southwest corner of Museum Campus Drive and Waldron Drive. The City maintains most of the streetlights along the south and north curbs and in the median of McFetridge Drive.

Area 3: The manager shall be responsible for all above-ground fixtures (e.g. ballasts, lenses, lights, poles, etc.). The CPD is responsible for infrastructure. Additionally, the CPD is responsible for the lights within the two pedestrian underpasses next to the Waldron Deck, and the streetlights along the north and south curbs of Waldron Drive. Lastly, the manager is responsible for maintaining the lights of the 18th street underpass. Maintaining the lights of the 18th street underpass includes changing the bulbs, cleaning the globes, and repairing the infrastructure that supports them.

Area 3 lights are controlled through several electrical rooms in the Waldron Deck. The manager will have access to these rooms for emergency purposes. For the purposes of routine maintenance, the manager will have access to the following rooms at the Waldron Deck: (a) Electrical Room D; (b) the Garage Office where the electrical switches and time clocks for the lights within Area 3 are located; and (c) the Electrical Room near the public washroom.

Area 4: The CPD is responsible for maintaining all infrastructure and most above-ground fixtures (e.g. ballasts, lights, lenses, poles, etc.). The manager shall be responsible for: (a) maintaining the three tall mast spotlights facing the sledding hill (typically, they operate only during the winter); (b) replacing burned-out ballasts and lights within the parking attendant booths at the South Parking Lot; and (c) the distribution of show power for events at the South Parking Lot. The City is responsible for maintaining the black streetlights along Fort Dearborn Drive.

5. Elevator/Escalator Maintenance and Repair. All elevators (including freight, passenger, and service) and escalators, where existing, are to be cleaned and maintained in good working order, and are to be in compliance with applicable City of Chicago codes and all other applicable laws. Elevators and escalators shall be promptly repaired when necessary. The elevators and escalators are manufactured by Fujitec.

There are nine (9) passenger elevators at Soldier Field, and of these seven (7) serve the suites. The remaining two (2) serve the general seating area, in the south courtyard and at mezzanine level near Section 131. Additionally, there are six (6) elevators in the North Garage. Eight (8) escalators serve the United Club.

6. Fences. The manager will maintain, repair, and replace (when necessary) all interior and exterior fences at the Soldier Field complex.

7. Flags. The manager will maintain, repair, and replace (when necessary) all flags, flag poles, and flag ropes at the Soldier Field complex. There are 40 flag poles that ring the stadium.

8. First Aid Stations. The manager will maintain, clean, and supply the first aid stations at Soldier Field. There are three (3) first aid stations.

9. Fire Prevention Equipment and Life Safety Systems. The manager shall maintain in proper working order all fire prevention equipment (e.g., fire alarm call boxes, fire extinguishers, hose 16 P-12035 boxes and systems) and life safety systems at the Soldier Field complex. This also includes all fire prevention and life safety infrastructure.

10. HVAC. The manager shall maintain, repair and keep in proper working order all Siemens HVAC equipment, units, and infrastructure.

11. Lights. This maintenance responsibility is divided between the manager and the CPD. See item 4 above (Electrical) for detail. 12. Maintenance of Electronic Security and Surveillance Equipment. All electronic security and surveillance equipment shall be kept in good repair and working order. The manager shall also replace this equipment when necessary. The security system is a Lenel security operating system and includes PTZ and fixed cameras. The cameras are analog and digital/IP based which are supported by a DVR and NVRs. Also, this system provides badging software for the stadium, access control points and devices and video client software.

13. Maintenance of Memorials and Sculptures. The manager shall maintain and repair, when necessary, the “Dough Boy” statue, the John F. Kennedy Veterans Memorial, the 280-foot-long Memorial Waterfall, the Globe at the corner of 18th Street and the northbound Lake Shore Drive on-ramp, the Special Olympics Memorial at Gate 15, and any other sculpture or memorial located in the Soldier Field complex and the surrounding parkland, as directed by the CPD. The manager will not maintain the Gold Star Memorial.

14. Maintenance of Score Board, Sound System, and Video Boards. The maintenance of the video boards is divided between the manager and the Bears. The Bears are responsible for fifty percent (50%) of all routine maintenance associated with the video boards and LCDs. The manager shall maintain the video control room, the scoreboard, sound system, and video production equipment at Soldier Field in good repair and working order, and consistent with the terms of the Bears POA. There are four (4) LED boards installed on the 200 level façade inside the stadium bowl and these are, owned, operated, and maintained by the Bears.

The sound system includes: (a) JBL surround sound system within the Stadium bowl; (b) audio in the suites; and (c) sound distribution to the restroom facilities and outer ring of the stadium.

The stadium has a video production room and audio control room. The video production room (VPR) contains the equipment necessary to create a “network-television-quality” show for display on the stadium’s large-screen video displays (LSVDs). The VPR also contains the equipment necessary to operate as a high-tech post-production facility. Additionally, the VPR is connected via audio, video, and intercom to the PA/scoreboard operations room.

There are two LSVDs, one in each end zone. Each display is 82’ long by 23’ high.

15. Painting. The manager shall be responsible for any interior and exterior painting and all other finished surfaces of the Soldier Field complex, when necessary. All paint used must have low VOC.

16. Plumbing. This maintenance responsibility is divided between the manager and the CPD (see Exhibit 13 for detail).

The manager shall maintain, repair, replace and keep in good working order all infrastructure and above-ground fixtures within Soldier Field and the Waldron Parking Deck. Additionally, the manager shall maintain the following above-ground fixtures: (a) drinking fountains; (b) the Children’s Garden water feature; and (c) the Veteran’s water wall. There are drinking fountains on every level of Soldier Field.

The CPD is responsible for the maintenance and repair of any underground infrastructure in the surrounding parkland and the parking facilities.

17. Signs. The manager shall clean, maintain, repair, and replace (when necessary) all signs in the Soldier Field complex and the surrounding parkland. Additionally, the manager shall install new signs, as necessary. 17 P-12035

18. Telecommunications. The manager shall maintain, repair, replace, and keep in good working order all telecommunications infrastructure, including phone and data lines. This includes equipment (e.g. phones) at Soldier Field. The phone system is a Siemens HiPath 4000 phone system with Xpressions version 4 voice mail system. This phone system supports the manager’s office, the concession manager, back of the house spaces, locker rooms, press box and media. This phone system does not support the Chicago Bears phones and are not part of this aspect of the manager’s responsibilities.

19. Windows and Glass. The manager also shall maintain, repair, and replace (when necessary) all glass at the Soldier Field complex. This includes all interior and exterior glass, windows, and mirrors.

Hours: The manager shall provide the above-mentioned maintenance services 365 days per year, 24 hours per day, including before, during, and after events. Moreover, the CPD may direct the manager to provide these services on an as-needed basis.

Subcontractors: These maintenance services may be provided by the manager’s employees or through contracted services. If subcontracted, these services shall be performed in a manner consistent with the contractor’s recommendations and requirements, and with those of the manufacturers’ of the relevant equipment.

Custodial Responsibilities

The manager shall maintain the Soldier Field complex in a clean, safe and attractive state and keep all areas, both indoors and outdoors, free of debris, dirt, and litter at all times, by providing general upkeep, housekeeping, and custodial services using cleaning products certified as green.

The manager’s custodial responsibilities include the following:

1. Carpet. The manager shall clean, maintain, repair, and replace (when necessary) all carpet located inside Soldier Field.

2. Flooring. The manager will clean, maintain, repair, and replace (when necessary) all carpet and floor finishes located inside Soldier Field.

3. Garbage Collection, Removal and Recycling Services. Garbage collection and removal responsibilities inside Soldier Field are divided between the manager and Sportservice. Garbage collection and removal responsibilities outside of Soldier Field are distributed between the manager and the CPD.

Inside Soldier Field, Sportservice is responsible for the collection and removal of garbage at all concession stands and the areas within a five-foot radius of the concession stands, as well as food service seating areas located at the Club Level (including food court dining areas and condiment stands). The manager is responsible for the collection and removal of garbage in all other interior areas of Soldier Field.

On event days, the manager is responsible for the collection and removal of garbage from the premises at: (a) Soldier Field; (b) the parking facilities; (c) the surrounding parkland; (d) Solidarity Drive; and (e) Lynn White Drive. On these event days, the manager shall provide separate containers for waste and recyclable materials, and arrange for the separate collection, storage, removal, and disposal of all waste and recyclables. All storage, removal, and disposal of waste materials and recyclables shall be done in compliance with all applicable ordinances, statutes, and regulations.

On non-event days, the manager is responsible for the collection and removal of garbage and recyclables at only: (a) Soldier Field and (b) the parking facilities.

There are four waste compactors that the manager will operate and maintain: 18 P-12035 - Two (2) Marathon 34 yard waste compactors at the loading dock. Both are fed by two (2) Toter Universal dock lifters. - One (1) Marathon vertical bailer (V-6030/4830) at the loading dock. - One (1) Galbreath 27 yard compactor with tipper for aluminum recycling at the loading dock.

4. Graffiti Removal. The manager shall remove or cause to be removed all graffiti applied to surfaces at the Soldier Field complex. This includes the colonnades, the surfaces inside and outside of Soldier Field, those in or on the parking facilities, and the tunnels leading to and from Soldier Field. The materials and processes used to remove the graffiti will be approved by the CPD and shall not impair any warranties.

5. Pest Control. This responsibility is divided between the manager and the CPD and the City. The CPD and the City are responsible for pest control in Soldier Field’s surrounding parkland.

The manager is responsible for pest control in Soldier Field and the areas directly around it, and at the parking facilities and in their immediate surroundings. For these areas, the manager shall establish and maintain an integrated pest control program that minimizes the infestation of pests, birds, and vermin in accordance with all applicable ordinances, statutes, and regulations.

6. Restrooms and Comfort Stations. The manager shall maintain, clean, and supply all restrooms and comfort stations located in the Soldier Field complex and the surrounding parkland. This includes supplying rest rooms with soap, towels, and toilet paper, and providing for their disposal.

There are over 40 restrooms at Soldier Field that are ADA accessible and have baby-changing stations. In addition, there are 14 family restrooms (access is restricted to families, and is monitored by ushers) and every suite has a washroom (toilet and sink).

There are also public washrooms at the Waldron Parking Deck and the North Garage.

7. Snow and Ice Removal. This maintenance responsibility is divided between the manager and the CPD (see Exhibit 14). The manager shall not use chemical salts containing chloride or calcium chloride. All materials proposed for use must first be approved by the CPD.

8. Window Washing. During the Bears season, this responsibility is divided between the manager and the Bears. The Bears are responsible for cleaning (a) the interior and exterior of the field-side glass in the suites and (b) the interior sidelight glass that separates the suites. The manager is responsible for cleaning (a) the knee glass in the suites, (b) the lakeside glass at the suite levels, and (c) all other glass at Soldier Field, including the glass curtain wall.

At all other times, the manager is responsible for cleaning all windows and glass at Soldier Field. This includes (a) the interior and exterior of the field-side glass in the suites; (b) knee glass and side-light glass in the suites; (c) lakeside glass at the suite levels; and (d) all other windows at Soldier Field, including the glass curtain wall at the north end of the stadium.

Hours: The manager shall provide the above-mentioned custodial services 365 days per year, 24 hours per day, including before, during, and after events. Moreover, the CPD may direct the manager to provide these services on an as-needed basis.

Subcontractors: These custodial services may be provided by the manager’s employees or through contracted services. If subcontracted, these services shall be performed in a manner consistent with the contractor’s recommendations and requirements, and with those of the manufacturers’ of the relevant equipment.

B. Field and Landscape Maintenance

The field at Soldier Field is a 2.5-acre, open-air natural grass field and is a mix of Kentucky Blue and Rye Grass. The sub-soil is a sand soil mix, 85% sand. Additionally, the field is heated with a glycol system. Further, the field is re-sodded, full or partial, on average two (2) – four (4) times a year.

19 P-12035 1. Field Maintenance. The manager shall maintain, repair, and re-sod the natural grass playing field at Soldier Field consistent with the terms and conditions of the CPD-Bears POA, the CPD Base Performance Specifications for Landscape Services, and otherwise in a condition suitable for a first-class stadium. The manager will also maintain, repair, and replace the system used to heat the field. Further, the manager will be expected to advise the CPD on best practices regarding the maintenance and care of the field.

2. Landscape Maintenance. The manager is responsible for all landscaping and horticulture, including horticulture displays, at the Soldier Field complex and surrounding parkland. The manager will perform these services consistent with the CPD’s Base Performance Specifications for Landscape Services (see Exhibit 12).

3. Irrigation System Maintenance. This maintenance responsibility is divided between the manager and the CPD.

The manager shall maintain the irrigation system inside Soldier Field. The CPD is responsible for the irrigation system in the surrounding parkland. However, under its agreement with the CPD, the manager may be asked by the CPD to maintain the irrigation system in the surrounding parkland. If the manager undertakes this responsibility, then it shall perform this service consistent with the CPD’s Base Performance Specifications for Landscape Services (see Exhibit 12).

4. Lining, Marking, and Painting the Field. The manager will line, mark, and paint the field for Bears games and other events at Soldier Field. The manager will work with the Bears regarding this responsibility for Bears games.

5. Any chemicals and fertilizers used for either field or surrounding landscape must be applied by a properly licensed and certified individual.

6. The manager will make snow for the Sledding Hill when necessary.

Hours: The manager shall provide these services 365 days per year, 24 hours per day, including before, during, and after events. Moreover, the CPD may direct the manager to provide these services on an as-needed basis.

Subcontractors: These services may be provided by the manager’s employees or through contracted services. If subcontracted, these services shall be performed in a manner consistent with the contractor’s recommendations and requirements, and with those of the manufacturers’ of the relevant equipment.

C. Green Initiatives

The manager will work to reduce the carbon footprint and negative environmental impact of the Soldier Field complex. Furthermore, the manager will work to make the performance of its services greener and more eco-friendly.

1. Environmental Stewardship Program. The manager shall implement procedures to reduce the carbon footprint and negative environmental impact of the Soldier Field complex. This program may include: • Maintenance and Custodial o Sustainable cleaning systems, strategies, and products; cleaning and maintenance equipment that reduces their impact on indoor air quality; o The use of cleaning products certified as green by such third parties as Green Seal or equivalent o The use of housekeeping items such as compact fluorescent light bulbs; o Composting food waste o No Styrofoam o No plastic bags • Equipment, Trucks, and Vehicles o The use of low energy, low-emissions equipment, such as hybrid and fuel-efficient 20 P-12035 vehicles; the use of light and heavy duty trucks that run on a minimum 20% biodiesel, alternative fuels (e.g. ethanol, CNG) or are hybrids o The use of electric or 20% biodiesel landscape equipment • Energy (see item 2 below for more detail) o Turn off non-security lighting either manually or automatically overnight. o Light sensors • Landscaping o Low-flow irrigation with rain and moisture sensors built-in o Drought tolerant plantings o Composting landscape waste • Avian Wildlife o Bird friendly glass or film o Installation of nesting opportunities (e.g. bird houses) • Building o Undertake renovations with energy and water efficient fixtures and equipment o Low emission or hybrid preferred parking or discounted parking offered. • Ticketing o Make available as an option e-ticketing for events • General o Implement an environmentally preferred procurement purchasing policy. o Set and maintain printing reduction goals o Use of recycled content paper o Double sided printing

The manager should conduct a waste audit and set goals to increase recycling and reduce waste.

In addition to the above, the manager will also maintain the current initiatives in place meant to reduce the carbon footprint and negative environmental impact of the Soldier Field complex. Current initiatives include:

• Reuse of all soil and sod from the playing field during re-sodding and re-purposing for landscape projects • Using green cleaning chemicals and products throughout the facility • Reusing all containers and bottles used for green cleaning chemicals and products through container refill stations. • Charging stations for electric vehicles in the North Parking Garage (free) • Replacing traditional lighting with energy saving LED lights including the lighting on the colonnades • Recycling o Aluminum with the 30-yard aluminum compactor o Cardboard with the cardboard bailer o Delivery pallets o Plastic bottles in a 30-yard open top dumpster on event days and special plastic pick-ups on non-event days o Office paper o Glass o Light bulbs and batteries o Lost cell phones and eyeglasses o Toner cartridges from office printers and fax machines

2. Energy Conservation Program. The manager will implement, as reasonably requested by the CPD, an energy conservation program designed to reduce utility expenses at the Soldier Field complex. The program will include: (a) reviewing procedures in similar facilities to determine areas where utility conservation programs can be established; (b) to the extent reasonably possible, monitoring mechanical systems to begin “load-shedding” utility usage; (c) preventive maintenance programs to improve equipment efficiency and reduce the probability of equipment malfunction; (d) equipment usage schedules; and (e) start-up procedures for equipment to improve the efficiency of the equipment during periods of heavy usage.

21 P-12035 3. LEED Certification. Soldier Field became a LEED – EB certified building on December 1, 2011. The manager will work to maintain this status, apply for re-certification (if applicable), and take steps to achieve additional certifications, if possible.

D. ADA Compliance

Solider Field is compliant with the Americans with Disability Act (“ADA”), and the manager will maintain this status and where applicable work to increase the ADA initiatives at there. Current initiatives include drop-off areas, courtesy cart service from the drop-off area to vehicle, accessible elevators, and seating.

E. Security, Safety, and Crowd Control

The manager shall be responsible for security, crowd management, and emergency medical services for the customers, employees, visitors, and users of the Soldier Field complex and the surrounding parkland, 365 days per year, 24 hours a day.

1. Security shall be provided by means of electronic surveillance, motorized patrols, foot patrols, and security personnel stationed at the loading dock and the desk at Gate 14. Armed security personnel are to be contracted through a reputable security agency licensed by the State of Illinois and the City. Security personnel shall monitor electronic surveillance equipment and shall patrol the entire area, including tunnels, ramps, rest rooms, and offices, 24 hours per day, seven days per week. When special events are scheduled at Soldier Field and/or in its surrounding parkland, additional security personnel shall be assigned. See “Event Operations,” item G, 2 below for more detail.

2. The manager also shall be responsible for providing and arranging for security and crowd control in connection with home football games for the Bears. The National Football League has developed and will continue to develop a “Best Practices” for stadium security arrangement. These “Best Practices” address such areas as (a) perimeter control and stadium security; (b) gate access and management; (c) credential procedures; (d) command posts; (e) protocols for threat assessment; (f) emergency plans; and (g) team security on game day. With respect to such security matters, the manager shall coordinate its services with the National Football League and the Bears.

3. The manager shall be responsible for providing the required emergency medical services and personnel and implementing appropriate medical policies. See “Event Operations,” item G, 3 below for more detail.

4. The manager shall implement and maintain the Emergency and Evacuation Plan of the Soldier Field complex, in compliance with applicable law, and shall participate in any reviews and revisions of it.

5. The manager shall implement and maintain the Public Safety and Fire Management Plan of the Soldier Field complex, in compliance with applicable law, and shall participate in any reviews and revisions of it.

6. Sportservice is responsible for providing (a) all necessary personnel for the pick-up and safe handling of cash from concessions; (b) closing the concession stands within the Stadium; and (c) control of alcohol sales.

F. Parking Facilities and Traffic Management

1. The manager shall be responsible for managing, cleaning, operating, maintaining, and repairing the parking facilities, which are open year round and serve visitors, patrons, and employees of the Soldier Field complex, the Museum Campus, Northerly Island, and McCormick Place. Responsibilities include: (a) managing the parking facilities on a daily basis and for special events at Soldier Field and in the surrounding parkland; (b) coordinating with the CPD, the museums, and McCormick Place to address their specific parking needs; (c) collecting the revenue generated by the parking facilities; (d) maintaining and operating any ticket booth located in the parking facilities; (e) providing, operating, placing, and removing variable message signs/boards 22 P-12035 and other traffic aids for the public when needed; and (f) maintaining, cleaning, and repairing the comfort stations in the parking facilities as needed.

2. In terms of maintenance, the manager shall be responsible for keeping the parking facilities maintained, swept and clean at all times, 365 days a year. Responsibilities include: (a) asphalt and concrete repairs; (b) striping and painting lines on an as-needed basis; (c) repairing and maintaining lane counters, gate arms, and pay stations/ticket booths on an as-needed basis; (d) repairing, maintaining, and replacing signage within the parking facilities; and (e) cleaning the parking facilities, on both a daily basis and after events at Soldier Field and in the surrounding parkland. After events, this includes directing people in the parking facilities to leave so that the lots/garages can be closed for cleaning and sweeping.

3. The manager shall work with the City and the CPD in planning and implementing traffic and crowd control management plans in the area of the Soldier Field complex and the surrounding parkland.

4. The manager shall use commercially reasonable efforts to maximize the operating revenues and net revenues in the parking facilities. Parking rates and fees must be approved by the Board of Commissioners of the Chicago Park District.

5. The parking facilities of the Soldier Field complex are:

• Adler Planetarium Lot (AREA 4-C) o 600 spaces o Two (2) entrance booths on Lynn White Drive

• East Museum Lot (AREA 1) o 120 spaces o One (1) entrance booth, on Museum Campus Drive

• North Garage – Underground (AREA 2) o 2,500 spaces o Four (4) levels o Six (6) elevators o Three (3) entrance booths on McFetridge Drive o Three (3) entrance booths on Museum Campus Drive

• South Lot (AREA 4) 1,500 spaces o th o Three (3) entrance booths on 18 Street

• Waldron Parking Deck (AREA 3) o 1,600 spaces Two (2) levels, one above ground and one at ground level o th o Three (3) entrance booths on 18 Street.

• West Burnham Harbor Lots (EAST OF AREA 4) o 700 spaces o One entrance booth, on Waldron Drive o Available for Bears game-day parking after the boating season, which ends in mid- November.

For Bears games and special events, additional parking lots at Northerly Island are made available by the CPD on an as-needed basis (IN SOUTH PORTION OF AREA 4-C).

6. Rates for the parking facilities are approved by the Board of Commissioners of the Chicago Park District. Currently, the rates are:

• Bears Game Day

o North Garage, East Museum Lot, South Lot, and Waldron Deck 23 P-12035 . Bears season parking passes

o Adler, Burnham, and Northerly Island . Cars $101 (single day, pre-purchase) . Burnham Harbor parking lot is available after November 1st

o Buses, Campers, RVs, and Limousines . Adler $121

• Daily: Non-Bears Game/Non-Special Event (before 5:00 pm)

o East Museum and North Garage . Flat rate of $19.00

o North Garage . Cars o $19.00 – first 4 hours o $22.00 – 4-12 hours

o Adler . Cars o $11.00 – before 9:30am o $19.00 – 9:30am – 4:00pm

. Buses, Campers, and RVs o $25.00 – before 9:30am o $35.00 – 9:30am – 4:00pm o $29.00 – after 4:00pm

o South Lot and Waldron Deck . For McCormick Place event or non-special event - $22.00

• Evening: Non-Bears Game/Non-Special Event (after 5:00 pm)

o North Garage . Same as daily rates

o East Museum Lot . $22.00 (for museum and Soldier Field rentals)

o Adler Lot . $13.00 – after 4:00pm . $29.00 for buses after 4:00pm

• Special Event (Non-Bears Game)

Pricing varies. For special events that are booked at the museums the events have the option to purchase parking in advance for their guests. This service is also managed by the Soldier Field manager.

• Charter One Pavilion Event

o Adler . $22.00 day of event . $25.00 three to four hours prior to concert time

o North Garage . Included in price of ticket and display of ticket gets entry at no extra charge.

7. Hours. The parking facilities open and close as follows: 24 P-12035

• Bears Games o North Garage, Waldron Deck, and all surface lots open four (4) prior to kickoff o North Garage, Waldron Deck, and all surface lots close two (2) hours after the game.

• Daily (non-Bears game/non-special event) o North Garage opens first at 5:30am o Adler Lot opens next, before 6:00am o East Museum Lot opens at 7:00am o Adler Lot, East Museum Lot, and North Garage close at 8:00pm during the summer and at 5:00pm during the winter.

• Special Event (non-Bears game) o Lots and North Garage close no later than 10:00pm

• Charter One Pavilion o North Garage and Adler Lot open according to their regular schedules and close approximately one (1) hour before the concert finishes.

• McCormick Place o If there is an event at McCormick Place, then the South Lot is opened for parking for that event.

G. Event Operations

Major events are considered to be (1) all Bears games, and (2) non-Bears events that more than 5,000 people are expected to attend (club events as well as events in the parking facilities and surrounding parkland). Typically, most major events host 40,000-63,500 patrons. Also, staffing plans for major events depends on size of the event and suite usage. For major events, all of this section will apply.

For other, smaller, non-Bears and non-major events, the manager shall adjust the scope of the event operations accordingly. Annually, there are approximately 100 club events, 80 parkland events, and 10- 15 parking lot events. These events range from a 50 person luncheon in the Skyline Suite to a 10,000 person walk, to the 18,000 person Soldier Field 10 mile run.

The Bears staff the ticket booths on Bears game day, and the manager staffs the ticket booths for non- Bears game events.

Operations and Procedures Manual: Event operations proceed according to the guidelines and policies outlined in the Operations and Procedures Manual (“Manual”). The manager shall maintain and update, when appropriate, the current Manual. The Manual provides basic guidance on policies, practices, and procedures of all aspects of the required services, and reflects the matters, duties, and standards of performance agreed to between the manager and the CPD. Information in the Manual includes, but is not limited to:

1. Security and crowd control procedures 2. Evacuation procedures 3. General operating and management policies 4. Procedures for cash control, accounting, auditing, and report processing 5. Receipts handling and processing 6. Personnel policies and procedures 7. Administrative policies 8. Staff schedules, position descriptions, and duties 9. Customer service policies 10. Marketing policies 11. Emergency and accidents safety procedures 12. Medical services 13. Such other services as deemed necessary or desirable by the CPD 25 P-12035

The Manual will be reviewed by the CPD, which may direct any changes it deems appropriate. At the time the Manual is accepted by the CPD, the provisions of the Manual will then be considered the obligations and responsibilities of the manager.

Staff: The manager shall have supervisory personnel and staff on duty during all events at Soldier Field and the surrounding parkland.

Hours: Soldier Field is typically locked down to most employees from 6:00 pm the evening prior to an event until five (5) hours prior to gates opening on event day. Chefs and security personnel may stay after lockdown, but only with approval from the manager.

In addition to Maintenance and Custodial Services, Security and Crowd Control, and Parking Facilities and Traffic Management discussed above, event operations also includes, but are not limited to:

1. Cleaning/Janitorial

a. Day before a major event: The Soldier Field complex shall be cleaned before facility lockdown. b. Event day: Soldier Field, the parking facilities, and the surrounding parkland are cleaned on a continuous basis, with the following exceptions:

(1) Sportservice is responsible for cleaning and maintaining the concession and catering operations areas in the stadium, and the concession, bars, and catering operations areas in the United Club.

(2) Sportservice will maintain and clean a five (5) foot perimeter around each concession stand. (3) The Bears are responsible for cleaning and maintaining certain spaces, including their locker room, training areas, shower areas, and equipment rooms.

c. The manager’s cleaning responsibilities during a Bears game also includes, but is not limited to:

(1) Spaces associated with the visitor’s locker room (2) The Bears Family Room (3) The Bears office space (4) At the media deck, the coaches’ boxes, TV and radio boxes/rooms, and the press room

d. Post-event (1) Bears game: Solider Field shall be completely cleaned within nine (9) hours after the game (2) Non-Bears game event: Clean-up time is based on attendance: 30,000 (6 hours); 15,000 (4 hours); and 10,000 or less (3 hours). (3) Bears and Non-Bears game event: Following these events, the manager’s responsibilities will extend into areas beyond the north boundary of Area 2 (see Exhibit 1). Specifically, the manager will also collect and remove garbage, litter, trash and debris from the event ingress and egress paths including the Museum Campus route beginning at the Columbus Blvd. underpass through the Lake Shore Drive underpass, the north end of the Field Museum and the Field Museum west lot on to Soldier Field. The CPD may also direct the manager to clean up other areas on an as-needed basis.

2. Parking

a. See “Parking Facilities and Traffic Management,” above, for details b. Personnel on duty at each parking lot and garage shall include:

(1) Attendants (2) Cashiers 26 P-12035 (3) Security (4) Traffic coordinators (5) Supervisors

3. Medical

a. Manager shall provide ALS ambulances for events at the stadium b. Medical personnel on duty for an event shall include: (1) Paramedics (2) Medical supervisors (3) Nurses (4) ALS response teams covering the stadium bowl, with the ability to provide BLS care, oxygen therapy, and initial ALS care, including Advanced Cardiac Life Support

Required response times are:

(1) Three (3) minutes or less for most areas at the Stadium (2) Five (5) minutes or less for hard-to-access areas (e.g., remote areas of the parking decks)

c. Manager shall provide medical teams to staff the three (3) aid stations. (1) The aid stations shall have full ALS/ACLS capability and have all supplies and medications necessary to achieve this level of care. (2) The supplies shall include those for basic first aid through drugs necessary for emergency resuscitation. (3) All stations will have oxygen supplies and cardiac monitors/defibrillators.

d. All personnel shall be fully certified, licensed, and trained. Training shall include Advanced Cardiac Life Support, Trauma, and Pediatrics.

e. The Bears also require certain medical staffing, including:

(1) ALS ambulance with paramedics outside the Bears locker room (2) ALS ambulance with paramedics at the loading dock for visitors (3) Paramedics for oxygen administration (4) On-field medical liaison

4. Security

a. See “Security and Crowd Control,” above, for details. b. Responsibilities include, but are not limited to:

(1) Pre-event visual inspection of Soldier Field before the gates open (2) For Bears games only, inspection of vehicles prior to their entering the garages (3) Monitoring of and crowd management in the parking facilities (4) Monitoring of and crowd management in the surrounding parklands (5) Monitoring and crowd management in Soldier Field (6) Visual inspection of patrons entering Soldier Field (7) Pre-admission search of items allowable in Soldier Field (8) Ticket scanners at the gates (9) Pat downs and wanding of patrons at gates before entry (10) Security office staffing (11) Field security (12) Stage security (13) United Club security (14) Visitor team security on Bears game day (15) Visitor locker room security on Bears game day (16) All team security for non-Bears athletic events (17) Visitor and home (Bears) locker room security for non-Bears athletic events (18) Players’ parking location security 27 P-12035 (19) Concession and alcohol management (20) Elevator operators (21) Services for lost individuals (22) Post-event crowd management and monitoring

c. These services shall be provided by ushers, roving patrols, and personnel stationed at fixed locations.

d. For Bears games and other major events most fans enter at two gates (1) Gate 0 to the south; and (2) Gate 45/47 to the north

e. The Bears have contracted with a company to provide certain services. Those responsibilities include:

(1) Bears locker room security on game day (2) Escorting on game day (3) Bears team family and guest support on game day

5. Tradesmen: Additionally, appropriate tradesmen shall be on duty during events. Depending on the size and type of event, tradesmen on duty can include, but are not limited to:

a. Carpenters b. Electricians c. Elevator maintenance personnel d. Fire system technicians e. HVAC repairmen f. IT/Phone technicians g. Locksmiths h. Plumbers i. Sound system operators j. Video board operators

6. NFL Guidelines and Regulations: Operations of Bears games also follow the guidelines and regulations of the NFL. Further, Solider Field is subject to annual game day audits from the NFL. Solider Field has received strong and favorable ratings as a result of these audits, and it’s expected that the manager will continue to maintain and work to improve this rating.

H. Capital Management, Planning, and Improvements

If (and only if) requested in writing by the CPD, and at no additional cost to the CPD, the manager shall be responsible for the negotiation and purchase of capital equipment and the supervision and implementation of capital improvements (see Exhibit 6) in connection with the Soldier Field complex and the surrounding parkland. The manager shall acknowledge that the CPD has no obligation to use the manager to implement or undertake the responsibilities contemplated by this section, and may instead use internal personnel or non-manager third parties.

Without limiting and in furtherance of the above, the manager shall:

1. Advertise and solicit bids and proposals for capital expenditures; review and make recommendations to the CPD regarding proposals received

2. Review, oversee, and account for budgets and all spending related to capital expenditures; make recommendations to the CPD as to ways to reduce expenses

3. Negotiate with all vendors and subcontractors in connection with such capital expenditures

4. Ensure that contracts and agreements entered into in connection with such capital expenditures contain the requirements the CPD may require from time to time, including those for insurance, indemnity, bonding, and retainage. 28 P-12035

5. Ensure that neither the manager nor any subcontractor takes any action that impairs, compromises, or minimizes any warranties provided in connection with a capital expenditure. The manager shall and shall cause its subcontractors to follow the maintenance, documentation, and reporting requirements necessary to keep such warranties in full force and effect

6. Oversee, monitor, and manage the progress of all capital improvements and the delivery and installation of capital equipment, and keep the CPD informed of such progress

7. Submit all requests for payment with an updated contractors’ sworn statement and lien waivers covering work performed (capital improvements) and FF&E installed (capital equipment)

8. Comply with all applicable statutory, procedural, and policy requirements, including all CPD competitive bidding and MBE/WBE requirements, in (a) the development and implementation of bidding and purchasing procedures, policies, and documents, and (b) the engagement of construction contractors and the purchasing of FF&E to be installed as part of approved capital improvements

9. Provide the CPD and its authorized employees and agents with reasonable access to the capital project in order to inspect the progress and condition of the capital improvement and capital equipment

The Bears have certain rights with respect to the implementation of any capital improvements program at Soldier Field, as set out in the Bears POA (Exhibit 3). Certain rights, responsibilities, and obligations of the CPD with respect to capital improvements to the Soldier Field complex also are set forth in detail in the Bears POA. The ISFA Operating Assistance Agreement (Exhibit 5) provides for a Capital Improvements Fund.

Any capital improvement constructed or capital equipment installed by the manager or its contractors will be and will remain the property of the CPD.

I. Furniture, Fixtures, and Equipment

The manager is responsible for maintaining and keeping in good repair and working order the furniture, fixtures, and equipment (FF&E) necessary for performing the services discussed in this RFP and set forth in the attached equipment inventory (Exhibit 8). Also, the manager will be responsible for the lease, rent, and/or purchase of any new FF&E to add to the inventory. All FF&E procurement procedures (preparing technical specifications, developing solicitation documents, receiving and analyzing bids or proposals, etc.) and all procurements are subject to the review, audit, and approval of the CPD. Lastly, the awardee shall make the inventory of all equipment greener and more eco-friendly where possible.

1. Concession Equipment: The manager is not responsible for the concession equipment used at Soldier Field. Sportservice is responsible for the purchase of all concession equipment, which includes equipment used for: (1) storage of food and/or beverages, including refrigeration equipment, coolers, and walk-ins; (2) preparing, cooking, serving, receiving, holding, selling, and vending food and/or beverages; (3) ware-washing; (4) inventory control and point-of-sale equipment, including PCs; and (5) security and surveillance equipment in concession areas.

J. Concessions

The manager understands that it will have extensive interaction with all types of concessionaires, including Sportservice Corporation. Notwithstanding that Sportservice Corporation has certain rights and obligations to provide concession services within Soldier Field (Exhibit 4), the manager shall still have responsibilities for negotiating with and/or securing concessionaries and third-party vendors in connection with events and activities booked and/or permitted by the manager in connection with providing the services contemplated herein. The manager shall also work closely with the Bears in connection with stadium concession matters, as a result of the Bears’ rights under the Bears POA (Exhibit 3). 29 P-12035

II. MANAGEMENT

A. Budget

The manager shall prepare and submit to the CPD for its review a detailed proposed annual budget, which will include (1) an annual operating budget of revenue and expenditures broken out by month, (2) an annual cash flow budget for the next fiscal year, and (3) a proposed three year forecast. All shall meet the scope of services and objectives identified in the RFP; include all revenues and expenses related to the management, operation, maintenance, and promotion of the Soldier Field complex and the surrounding parkland; and contain appropriate line items for operating revenues, operating expenses, and budgeted net operating income.

The manager will be provided with working capital each month to pay for operating expenses based upon the Soldier Field complex’s approved monthly operating budget. The working capital advance will be reconciled against actual monthly expenditures and a subsequent monthly cash advance will be adjusted accordingly. Management fees are to be invoiced separately on a monthly basis.

B. Bank Accounts

The manager shall establish separate interest-bearing commercial bank accounts at banks approved by the CPD. One shall be used as a depository of operating revenue and the other for CPD’s deposit of working capital advance and is to be used for the payment of budgeted operating expenditures and approved capital expenditures.

C. Collection of Revenue

The manager shall collect, administer, deposit or hold in trust as appropriate for the benefit of and as a fiduciary for the CPD, all operating revenues, working cash advances, deficiency advances, advances for capital expenditures, and all other amounts received in the connection with its services under the RFP. Deposits of all operating revenues shall be made on a daily basis except for those held in trust which shall be deposited in a timely manner as directed by the CPD.

D. Office Operations

In connection with the manager providing the required services at the Soldier Field complex and the surrounding parkland, the CPD will provide the manager with office space. Any additional FF&E that the manager requires must be paid for by the manager at its own cost and expense.

Any activities or business of the manager that is not related to providing the required services shall be separated out and shall be the manager’s own expense.

E. Booking, Marketing, and Permitting Events

As much as is practicable and feasible, the manager’s marketing efforts shall be designed to realize the CPD’s goals, so that the climactic, geographical, recreational, cultural, educational, and commercial resources of the Soldier Field complex and the surrounding parkland are maximized, and the City’s citizens and the larger public can receive and enjoy those benefits.

The manager shall provide stadium tours. Additionally, the manager will and maintain a web page to facilitate the marketing of the Soldier Field complex and its surrounding parkland.

The manager shall be responsible for negotiating, booking, permitting, and promoting events and activities at Soldier Field and its surrounding parkland as often as possible, in order to maximize the revenue that can be generated from booking and permitting events there throughout the year. The manager understands that Soldier Field is intended to be a “multipurpose facility.” The manager further understands that any booking or scheduling of events at Soldier Field must not conflict with the “Five Day Rule” as set forth in the Bears POA.

30 P-12035 Regarding any major event (e.g. concert, soccer game, college football game, hockey game, etc.) once the event is booked the manager will provide the CPD with the terms of that event. The CPD reserves the right to make this request of any other event. Spaces available for booking are:

1. Indoor Event Space

a. United Club (general) (1) 47,000 square feet (2) Capacity: from 100 to 5,000 persons (3) Two-story

b. United Club: First Floor (1) Capacity: from 500 to 5,000 persons (2) 20’ ceilings (3) Two video walls (4) Rental starts at $6,500

c. United Club: Temple Gate Rooms (first floor) (1) Two alcove rooms (2) Capacity: up to 100 persons each (3) Rental starts at $2,500 per room

d. United Club: Upper Level (1) Rental starts at $5,000

e. Colonnades (1) Rental starts at $5,000

f. Rental of United Club spaces includes: (1) Tables and chairs for 500 persons (2) Management coordinator (3) Ushering and security (4 hours) (4) Catering by Sportservice. There is a $3,500 minimum for food and beverage for lunch and a $7,000 minimum for food and beverage for dinner. (5) Standard white linens. Colored linens, floral arrangements, and other decorations can be arranged through the catering company. (6) Two electrical hook ups. Major electrical needs, however, require an electrician. (7) On-site parking and valet are not included in the rental but can be arranged at an additional fee.

g. South Courtyard (1) 13,700 square feet (45’ x 216’)

h. Sky Suites (1) 133 suites (2) Capacity: from 12 to 100 persons each (3) Rental starts at $1,500 – $3,500 per suite

i. Skyline Suite (1) Capacity: 125 persons (2) Rental starts at $3,500

2. Outdoor Event Space

a. South Parking Lot (1) 400,000 total square feet (2) 200,000 square feet of open space (3) Rental for the entire space is $10,000 per event-day and $5,000 for each day of set up and take down 31 P-12035 (4) Rental for half of the space is $5,000 per event-day and $2,500 for each day of set up and take down

b. Parkland: 30 plus acres includes (1) 30 foot Sledding Hill (2) Children’s Garden (3) Gold Star Memorial (4) Stadium Green (5) Great Lawn

c. Field (1) Rental begins at $25,000 plus services

The manager shall have supervisory personnel and staff on duty during all events at Soldier Field and in the surrounding parkland.

Note: Permit fees for events at the Soldier Field complex and surrounding parkland are approved by the Board of Commissioners of the Chicago Park District.

Detail regarding the spaces available for rent and other information related to the rental of the spaces can be found at www.soldierfield.net and then clicking on the link at the tool bar at the top of the page that reads “Special Event Rental Information.”

F. Sponsorships and Business Agreements

The manager shall be responsible for negotiating and securing sponsorships, advertisements, and marketing arrangements and agreements. The manager shall not enter into such arrangements or agreements without the prior approval of the CPD General Superintendent or his authorized representative. The manager shall also keep the CPD informed of all negotiations and developments related to these arrangements and agreements. All such sponsorships, negotiations, services and licensing agreements are subject to CPD review and approval.

There are current sponsorship/licensing/vending contracts providing those companies with advertising, licensing and/or vending opportunities at the Soldier Field complex.

CURRENT SPONSORS:

1. Allied Waste: A three-year contract extension commenced in January, 2010, with payment to the CPD of $35,000 per year. In return, Allied Waste receives logo placement on all trash receptacles and two (2) advertising panels in the North Parking Garage. At the end of the three- year extension, Allied Waste has the right of refusal to renegotiate a renewal term at a price designated by Soldier Field.

2. Tribune Media Group: This is the ninth year of Tribune Media Group’s involvement with Soldier Field. The current Soldier Field management company annually receives three to four pages of free Tribune print advertising for events in a trade arrangement. The Tribune has signage and booth rights at Soldier Field hosted events. They have right of first refusal for renewal each year.

3. Dominick’s - Safeway Corp (Dominick's parent): Dominick’s signs only one-year agreements; however, this is the ninth year of their sponsorship involvement with the current management company’s events. They are the presenting sponsor of the Spring Egg-Stravaganza, for which they pay $15,000 (plus all candy), and are an official sponsor of the Soldier Field 10-Mile Race, for which they pay $15,000 (plus fruit).

4. Dr Pepper: Dr Pepper has a vending contract allowing them to place vending machines in the North Parking Garage and Waldron Parking Deck. Annually, Dr Pepper pays $17,500, plus an established commission fee for various products offered at vending machines and concessions outside the stadium (usually around $25,000 annually). The newly established contract ends in 32 P-12035 April, 2019. Dr Pepper has the right of first refusal to accept or decline new terms upon the expiration of the current agreement.

Note: Coca-Cola is the fountain service and soft drinks provider within Soldier Field, through the Bears POA, and the Bears have the right to name this provider (see the Bears Product Rights section in the attached POA, Exhibit 3).

5. Verizon: Verizon Wireless has entered into an agreement whereas they are permitted to build, maintain and activate a permanent display booth within the stadium for a three year period ending the last day of 2014. The agreement is a two part agreement (one with the Chicago Bears and one directly with Verizon) totaling $55,000/year. CPD has the right to cover up the display on event days in which a promoter has a competing sponsorship agreement in place.

6. City Beverage (Anheuser Busch): City Beverage has a year-to-year business partnership with current stadium management to brand and activate an outdoor beer garden during major event days (non-Bears games only). The stadium concessionaire operates all concessions. The fee is $13,000 annually.

There are cellular business partners at Soldier Field who pay rent for space to house equipment and/or antennas. In 2011 the Soldier Field management company negotiated to have a state-of-art DAS (Distributed Antenna System) and Wi-Fi system funded and built by AT&T with the option for all cellular carriers to be incorporated onto the system for a fee.

CURRENT CELLULAR BUSINESS PARTNERS:

1. AT&T Wireless: The current Soldier Field management company entered into a five-year lease renewal with AT&T Wireless in 2011. AT&T pays $7,500 per month for space to house cellular equipment within the stadium.

2. Sprint/Nextel: Sprint/Nextel is entering the fourth year of a five-year renewal term of a cellular lease agreement. They currently pay $4,100 per month for space to house cellular equipment and to have antennas in various area of stadium. They will be migrating to the DAS by the end of 2012 and their rent will increase to $7,500/month.

3. BoingoConcourse Communications: Concourse is entering the third year of a five-year cellular and WiFi lease renewal agreement. After the fifth year, there are five one-year extension options remaining. Annually, Concourse pays 80% of all negotiated leases with cellular carriers and all WiFi subscribers. They have agreements in place with Verizon and US Cellular for both cellular and Wi-Fi uses. They are responsible for all costs associated with installation and maintenance of the DAS and Wi-Fi systems.

There is a list of vendors that are promoted as preferred in Soldier Field marketing materials and on the Soldier Field website. These preferred vendors provide services and support for the public and private events at Soldier Field and its surrounding parkland. They each have one-year contracts that are renewed / renegotiated at the beginning of each calendar year.

CURRENT PREFERRED VENDORS:

1. Hyatt Regency McCormick Place Hotel: The current Soldier Field management company refers groups to Hyatt Regency McCormick and those parties then receive a discount rate. Hyatt receives exposure on the Soldier Field website.

2. Classic Party Rental: The current Soldier Field management company receives a commission fee on all items rented from Chicago Party Rental for Soldier Field events, and a negotiated discount on all item rentals, including tables and chairs. While the management company cannot require that Classic Party Rental be used for events, they strongly recommend their use because of pricing, service, and ease in setup/takedown.

3. Frost Chicago: The current management company receives a commission fee on all A/V equipment rented through this preferred vendor for Soldier Field events. In addition, Soldier Field 33 P-12035 receives a negotiated discount on all equipment rented by stadium management.

4. Sunbelt Rentals: Free maintenance and negotiated pricing for service on stadium equipment. Rentals of various types of power equipment, such as generators, light towers, forklifts, emergency road equipment, etc.

5. Ronsley Special Events: The current management company receives a commission fee on all services contracted through this preferred vendor for Soldier Field events. In addition, Soldier Field receives a negotiated discount on all products/services contracted by stadium management.

6. The Meetinghouse Companies: The current management company receives a commission fee on all services contracted through this preferred vendor for Soldier Field events. In addition, Soldier Field receives a negotiated discount on all products/services contracted by stadium management.

7. AMoonJump4-U: The current management company receives value of $4,500 in products rentals during the year in return for preferred vendor status. Vendor must adhere to standards in service and safety.

8. Comm Direct: Free usage of communication radios for management company staff.

CURRENT TICKET VENDOR:

Ticketmaster currently provides comprehensive ticketing services for major events (sporting and entertainment) and maintains a distribution network for the sale of tickets to the public via any and all means. Their five-year agreement runs through December 2014. However, in the event that the current management company’s agreement with the CPD terminates, the Ticketmaster agreement will terminate. In such an event, Ticketmaster shall at that time have the right to negotiate a new ticketing service agreement with the CPD or any successor management company.

G. Intellectual Property Rights/Licensing

1. Trademark and Commercial Use: All rights and uses of Soldier Field have been trademarked with the U.S. Patent Office. Chicago Park District reserves all rights to the Soldier Field name, image, and likeness. Any reproduction or use without prior consent and permit by the manager violates trademark laws. Management Company negotiates and manages all intellectual property rights licensing agreements.

2. Commercial Advertising: Commercial use of Soldier Field, its name, images, likeness, and logos is permitted, but any company or individual desiring to use these for commercial purposes or for profit must acquire prior approval from the manager. Pricing is based on the number of usages, the type of usage, and length of time of usage. The base cost of using the Soldier Field image is $5,000 per usage (print campaign, radio ad campaign, broadcast, etc).

3. Film and TV Production: Broadcast productions, both small and large, either inside or outside at Soldier Field, is permitted. Pricing varies based on intended use, time of occupancy and the areas of Soldier Field used for filming.

H. Personnel and Training

The manager shall select, hire, train, furnish, deploy, discipline, discharge and supervise all labor, employees, agents, subcontractors, and independent contractors deemed necessary or advisable by the manager in order for the manager to perform the services discussed in this Detailed Scope of Services.

1. Status and Responsibility. All personnel provided by the manager shall be deemed to be employees of the manager and will not for any purpose considered employees of the CPD. Also, the manager shall assume full responsibility for the actions of all such personnel, and shall be solely responsible for their supervision, daily direction and control, remuneration, severance pay and claims, withholding taxes, insurance, social security licenses, and all other actions related to 34 P-12035 the manager’s services discussed in this Detailed Scope of Services.

2. Compliance with Laws. The manager shall comply with all applicable laws concerned with the hiring and employment of personnel, including the Federal and State of Illinois Equal Employment Opportunity Regulations, and the prevailing wage rate statutes.

3. Background Checks: The manager shall perform background checks on its full-time employees, including criminal background checks, a check against the national sex offender database, fingerprinting, and such other checks as may be required by applicable law, similar to those conducted by the CPD on its employees.

4. General Manager. The manager shall assign to this operation a highly competent, full-time general manager who will have no other duties than the direction of this operation.

5. Supervision. The manager will furnish qualified and necessary supervision for the performance of the services discussed in this RFP. Further, the manager shall have supervisory personnel on duty during all events at Soldier Field and the surrounding parkland and as otherwise necessary for the manager to fully perform its services discussed in this Detailed Scope of Services.

6. Staffing. The manager will assign and maintain adequate staff, including Key Personnel, of competent personnel that are fully equipped, licensed as appropriate, available as needed, qualified and assigned exclusively to perform the services discussed in this Detailed Scope of Services. The level of staffing may be revised by notice in writing from the manager to the CPD. The manager will also provide adequately trained “acting personnel” in the event of any employee absences.

7. Training. The manager will maintain a customer service training program for its employees and will require its employees to complete the training and stay current with the training. Additionally, the manager should participate in other training related to the other services that it will perform at the Soldier Field Complex, including but not limited to safety training that may be offered by local, state, and federal agencies and professional organization or associations.

8. Uniforms. All non-management, on-site personnel shall be required to wear uniforms and nametags while on duty, and a dress code shall be enforced for management personnel when on- site. The uniforms and dress code are subject to final approval by the CPD.

I. Customer Service

The manager shall ensure its employees perform services in a courteous and professional manner at all times. Also, the manager will implement initiatives designed to promote customer service at the Soldier Field Complex. These initiatives will include customer service training for all of its employees.

The manager will conduct customer satisfaction surveys (“surveys”) at the Soldier Field Complex requested by the CPD. The type, nature, and frequency of the surveys may vary, depending on the event, and attendance of the event. The CPD and awardee will use the results of these surveys to identify and address customer satisfaction issues. Finally, the manager may hire a firm to conduct “mystery shopper” reviews and reports of the Soldier Field Complex and its operations.

The manager will develop and implement a web based method of communication for the public. This will include marketing information, special promotions, special events, hours of operation, and price schedules. The web based method of communication shall also include an area for the public to submit comments to the CPD regarding the Soldier Field Complex.

J. Best Practices

The manager will be responsible for undertaking best practice reviews of methods, practices, and equipment at the Soldier Field Complex with the objective of improving their delivery of services, making the facility greener and more eco-friendly, improving the experience for the customers and community, and making the Soldier Field Complex more accessible to people with cognitive and physical disabilities. 35 P-12035

K. Vendor Management and Procurement

The manager shall be responsible for managing and negotiating with third-party vendors and for the procurement of furniture, fixtures, equipment, materials, supplies, and third-party services needed in the Soldier Field complex and the surrounding parkland. This responsibility includes negotiating and working with concessionaires in connection with Soldier Field. All successful negotiations and subsequent contracts are subject to the review and approval of the CPD. The manager shall also request that all vendors use materials that are recyclable or have a low environmental impact.

L. Plans and Reports

1. Annual Stadium Operations Plan

Each year, no later than August 1 or August 15 prior to the new calendar year, the manager shall propose and prepare for the review, revision, and approval of the CPD, an annual plan with respect to the finances, operations, maintenance, management, and promotions of the Soldier Field complex and the surrounding parkland. Such proposed annual plan shall include the following:

a. Management plan b. Capital plan c. Annual capital and operating budget d. Parking garage and lot usage information e. Any other information as the CPD may request

2. Management Plan

As a part of its proposed annual plan (see above, Article II, Section I, 1.a), the manager shall prepare a management plan including all information regarding the manager’s anticipated operation, management, marketing, and promotion of the Soldier Field complex and the surrounding parkland for the upcoming fiscal year.

This management plan shall include, but shall not be limited to:

a. A comprehensive operations repair and maintenance plan b. Anticipated sustainable initiatives to be added to environmental stewardship program c. The anticipated events at Soldier Field and its surrounding parkland d. Anticipated advertising and promotional activities e. Anticipated sponsorships f. Anticipated personal seat license (PSL) programs, excluding Bears games g. Such other information as the CPD may reasonably request

3. Capital Plan

As a part of its proposed annual plan (see above, Article II, Section I, 1.b), the manager shall prepare a capital improvements and equipment plan. This capital plan shall include, but shall not be limited to:

a. A description of the capital improvements that the manager would recommend be made to the Soldier Field complex and the surrounding parkland. The manager shall provide a complete explanation and justification for each recommended capital improvement, and identify necessitating factors (e.g., obsolescence, warranties, and improvements). b. A description of the capital equipment that the manager would recommend be purchased for the Soldier Field complex and the surrounding parkland. The manager shall provide justification for all new equipment, and the condition and proposed disposition of all equipment to be replaced. c. A prioritization of such capital improvements and capital equipment 36 P-12035 d. An estimate of the costs associated with such capital improvements and capital equipment e. Methods of financing such capital improvements f. Such other information as the CPD may request

4. Monthly Reports

The manager shall provide monthly reports regarding the Soldier Field complex and the surrounding parkland by the 20th of the following month. These monthly reports shall include, but shall not be limited to:

a. Monthly cash flow reports b. Monthly financial and service reports c. Monthly invoices received d. Monthly cash summary e. Monthly remittance and settlement reports f. Anticipated events list and summary, and other related information g. Previous months’ events list and summary and other related information h. Accounting for previous month’s event expenses and event revenues i. MBE/WBE compliance j. Bank statements with reconciliations k. Bank deposits in transit l. Narrative summary of the various monthly reports to date

5. Settlement Reports

Within five (5) days of the conclusion of each event at Soldier Field and its surrounding parkland, the manager shall transmit to the CPD a tentative settlement report. This report shall include, at a minimum, operating revenues and operating expenses attributable to the event, and such other information as the CPD may reasonably request.

M. Records and Audits

1. Records

The manager, its vendors, subcontractors, and affiliates shall keep records relating to their activities at the Soldier Field complex and the surrounding parkland. Where possible, the manager shall automate all records and reporting systems.

2. Audits

On an annual basis, the manager shall prepare and provide to the CPD a year-end balance sheet, statement of profit or loss, and statement of cash flows for the preceding fiscal year. This audit will also include a certification of operating revenues and expenses, and net operating income for that fiscal year. This information will be delivered to the CPD no later than April 1st of the following year and will be prepared in accordance with GAAP. This information must be accompanied by an independent auditor’s report prepared by an independent certified public accountant licensed by the State of Illinois.

3. Accounting

The manager shall maintain full, accurate, and complete financial and accounting books, records, and reports of the management, operation, maintenance, and promotion of the Soldier Field complex and the surrounding parkland. In the maintenance of such records, the manager shall use accounting and record systems in accordance with GAAP.

It is the CPD’s preference that the manager use the same “cash method of accounting” and financial calendar (Jan. 1 – Dec. 31) that the CPD utilizes.

37 P-12035

III. EXPENSES

A. Reimbursable (Operating) Expenses

The manager shall pay from the accounts mentioned above (Section II, A, “Bank Accounts”) the expenses incurred in connection with providing the required services, to the extent such expenses are approved by the CPD, either in the budget or otherwise in writing. These reimbursable expenses may include:

1. Annual salary of the general manager, on-site supervising personnel, and any other on-site operations personnel. Note that bonuses or incentives paid from operating expenditures are subject to review and approval by the CPD. 2. Maintenance and custodial personnel 3. Furnishings, office equipment, and equipment maintenance for manager’s on-site Soldier Field office 4. Uniforms, name badges, and photo ID’s for manager’s Soldier Field personnel 5. Stationery, miscellaneous office and maintenance supplies, printing of report forms

6. Maintenance of concourse, balcony, ramps, seating area in stands, tunnels, walkways, and parking lots, as stated 7. Security agent and personnel 8. Installation fees, service, and monthly maintenance charges for all telephone service 9. Playing field maintenance and upkeep 10. Pest control 11. Maintenance of all equipment 12. Rental cost of additional gas or electric vehicles and power sweepers if needed, and/or maintenance of the current gas and electric vehicles and power sweepers owned by the CPD 13. Annual independent certified public accountant’s audit, which shall take place within 90 days of the close of the contract year, of the manager’s detailed income statement 14. Light bulb replacements 15. Plumbing fixture replacements 16. Security equipment maintenance 17. Elevator/escalator maintenance contract 18. Garbage disposal services 19. Maintenance of scoreboard and sound system 20. General maintenance and repairs by tradesmen 21. Advertising, marketing, and public relations costs and commissions 22. Snow and ice removal 23. Cost of employee uniforms 24. Safety and emergency medical expenses 25. Costs relating to the maintenance of signage and systems 26. Cost of annual independent audits, in addition to the audit specified in item 13 on this list 27. Cost of compliance with laws and regulations 28. Any of the manager’s contractual costs or contractual liability when the manager is not in default of any applicable contract and is the subject of such claim, suit, or proceeding due to its capacity as managing agent under the management contract resulting from this RFP 29. Event expenses 30. Postage and freight costs 31. Equipment rental costs 32. Computer equipment leases and line charges 33. Repairs and maintenance costs (e.g., elevators, HVAC) 34. Costs of any interns and independent contractors 35. Data processing costs 36. Costs of procuring and maintaining permits, licenses, charges, fees, taxes, excises, penalties, professional fees 37. Bank service charges 38. Cost of acquiring and maintaining the following required insurance: (1) worker’s compensation and employer’s liability; (2) commercial general liability; (3) commercial automobile liability; and (4) garage keepers legal liability. 38 P-12035

NOTE: Capital improvements and capital equipment purchases will be paid by the CPD, but not as a reimbursable or operating expense. They will be paid out of a capital account into which the CPD will advance funds for the upcoming year, after CPD approval of the manager’s annual capital plan.

B. Non-reimbursable (Non-operating) Expenses

Operating expenses will NOT include expenses or expenditures in connection with:

1. Relocation expenses of the manager’s employees 2. Severance for the manager’s employees 3. Depreciation of vehicles and equipment 4. Costs of any performance bond required of the manager 5. Cost of acquiring and maintaining the following required insurance: (1) umbrella liability; (2) professional liability; (3) employment practices liability; (4) all-risk property; (5) blanket crime and fidelity; and (6) valuable papers. 6. Any suit, action, or proceeding in which the manager is the defendant and has breached the management contract awarded as a result of this RFP or has committed a wrongful act (tort) giving rise to such suit, action, or proceeding 7. Any suit, action or proceeding filed or instituted against the CPD by the manager

8. Costs incurred due to willful misconduct or gross negligence of the manager or its agents, employees, or subcontractors 9. The manager’s general home office overhead and capital expenses not directly and primarily related to the contract resulting from this RFP 10. Any income taxes, or any other taxes, owed by the manager that are not directly related to the operation of the Soldier Field complex and the surrounding parkland 11. Any travel-related expenses not directly associated with the management and operation of the Soldier Field complex and the surrounding parkland 12. Any other costs or expenses incurred by the manager not directly related to the management and operations of the Soldier Field complex and surrounding parkland

C. Utilities

The manager shall assume the existing accounts for all associated utilities (water, sewer, electricity, gas, etc.) and on a monthly basis shall submit for reimbursement, based on actual usage.

D. Insurance

The cost and responsibility for insurance shall be as set forth on pages 75-76.

E. Performance Bond

The manager shall, at its own expense, purchase a performance bond in an amount of at least $1,000,000.00.

End of Detailed Scope of Services – Soldier Field Complex 39 P-12035 DETAILED SCOPE OF SERVICES McFETRIDGE SPORTS CENTER

During the term of the contract, the manager may be asked by the CPD to extend its maintenance, operation, and administrative services to include additional related locations, facilities or parkland. If agreed to, the manager would be reimbursed by the CPD for related expenses.

DEFINITIONS

ADDITIONAL TERMS ARE DEFINED IN THE IN THE DEFINITIONS SECTION OF THE GENERAL CONDITIONS AND COMPLIANCE CONDITIONS OF THIS RFP.

CPD means the Chicago Park District, a municipal corporation organized pursuant to 70 ILCS 1505/0.01 et seq. of the Illinois Compiled Statutes.

Event means any scheduled event that more than 50 people are expected to attend.

FF&E means the furniture, fixtures, and equipment related to or incorporated into the McFetridge Facility.

GAAP means generally accepted accounting principles, consistently applied.

Manager means the firm retained by the CPD to manage the McFetridge facility, as described in the Scope of Services of this RFP.

Parking Lot means any and all portions or parts of the lot adjacent to McFetridge Sports Center (See Exhibit 1).

McFetridge Sports Center means the multi-use facility located at 3843 N. California Chicago, Illinois 60618, including its indoor ice rink, tennis courts, fitness center, retail space, food/beverage concession and other indoor amenities.

McFetridge Facility means McFetridge Sports Center and the parking lot.

MSC means the McFetridge Sports Center.

Surrounding parkland means the parkland immediately surrounding McFetridge, including Horner Park and California Park, including the outdoor tennis courts, pool, basketball courts, athletic field, and other outdoor amenities.

BACKGROUND

History

California Park, which takes its name from adjacent California Avenue, is one of six parks created by the River Park District. Established in 1917, the district was one of 22 independent park systems consolidated into the Chicago Park District in 1934. Northwest Chicago residents formed the River Park District to provide recreational opportunities along the North Branch of the Chicago River and the North Shore Channel and to prevent commercial encroachments there. Soon after its formation, the park district began to purchase more than 13 acres south of Irving Park Road, between California Avenue and the North Shore Channel. Although land acquisition dragged on until 1931, development began in 1920, when Leesely Brothers prepared a landscape plan. Improvements were confined largely to plantings until 1927, when the River Park District began construction of an outdoor swimming pool that was, for a time, Illinois's largest. An athletic field, baseball diamonds, and playgrounds followed in 1928, as did a small brick fieldhouse designed by Chicago architect Clarence Hatzfeld.

In the 1970s, the Chicago Park District demolished the original fieldhouse and erected a new changing facility in its place. The park district also constructed an impressive new indoor sports facility, the first of its kind for the park district. The structure contains a year-round ice rink for figure skating and hockey, as well as six tennis 40 P-12035 courts. This facility was officially designated the McFetridge Sports Facility in 1974 for William L. McFetridge, who served as Park District president in 1968, and as vice-president for the preceding 22 years.

Description

Features at MSC within California Park include: a fitness center, Illinois' first wheelchair baseball field, NHL-size ice arena with seating for 1,200 spectators, six tournament-quality indoor tennis courts, 50-yard outdoor pool, four outdoor tennis courts, and four outdoor basketball courts. Other indoor amenities include tennis pro shop, food/beverage concession, ice skating rental, meeting rooms, as well as locker rooms and showers. The sports center is fully accessible to people of all physical abilities, and the adjacent parking lot affords ample parking. The surrounding parkland, which includes Horner Park and California Park, contains Illinois’ first wheelchair baseball field, a 50-yard outdoor pool, four outdoor tennis courts, and four outdoor basketball courts.

Programming

Housing the Chicago Park District's only indoor ice rink and indoor tennis courts, McFetridge Sports Center offers a unique sports experience for athletes of all ages and skill levels. Full of activity 18 hours a day, seven days a week, MSC welcomes more than 2,000 patrons each week for its year-round competitive and recreational ice skating, hockey and tennis programs, as well as special events. MSC is located on California Avenue between Addison Street and Irving Park Road, just west of the Chicago River.

Features at MSC within California Park include: a fitness center, Illinois' first wheelchair baseball field, NHL-size ice arena with seating for 1,200 spectators, six tournament-quality indoor tennis courts, 50-yard outdoor pool, four outdoor tennis courts, and four outdoor basketball courts. Other indoor amenities include tennis pro shop, food/beverage concession, ice skating rental, meeting rooms, as well as locker rooms and showers. The sports center is fully accessible to people of all physical abilities, and the adjacent parking lot affords ample parking. The surrounding parkland, which includes Horner Park and California Park, contains Illinois’ first wheelchair baseball field, a 50-yard outdoor pool, four outdoor tennis courts, four outdoor basketball courts,

Youth programs at MSC are extremely popular with kids from the Chicago area. Highlights of programming include:

• Annual Ice Show: Dressed in full costume against elaborate sets and lighting, performers entertain as they demonstrate technical and artistic skills gained through park instruction and endless hours of practice for the show. This show has approximately 150 to 200 participants.

McFetridge Sports Center’s skating professionals expertly choreograph the visually stimulating figure skating routines. The show highlights soloists, specialty skaters, tots and all Ice Skating Institute (ISI) levels up to freestyle 10, Olympic-level competitors skating at speeds topping 30 miles per hour.

• School’s Out Figure Skating Competition: This figure skating event, now entering its 23rd year, offers categories for all skill levels. The following divisions are included: Tots, Pre-Alpha, Alpha, Beta, Gamma, Delta and Freestyle 1-10. Events offered include Tot Racing, Solo, Solo Compulsories, Music Interpretive, Footwork, Open Freestyle, Solo Spotlight, Couples Spotlight, Family Spotlight, Stroking, Synchronized Formation and Skating. This competition has approximately 50 to 100 participants.

• Hockey Leagues: MSC Bulldog hockey consists of 14 teams, from Bantam Black to Squirt League play. McFetridge has approximately 100 to 150 participants in traveling and in-house teams. During the 2011/12 season, the Bulldogs accomplished the following:

o The McFetridge Bulldogs house Mite Black team won the Mite House Division tournament for the Dells Waterpark Classic o Squirt Blue - NWHL Championship Winner o Mite Blue - NSYHL Bronze Champs

During the 2010/11 season, all of the hockey teams from McFetridge Sports Center competed in the Northwest Hockey League playoffs. The McFetridge Bulldogs had the most teams in the league that finished 1st or 2nd place.

41 P-12035 • The RIC Blackhawks Sled Hockey Team was formed in the fall of 1999. Supported in part by Blackhawk Charities, a fund of the McCormick Tribune Foundation, the team includes a core group of players from the greater Chicago area and independent players from around the country.

The RIC Blackhawks' season begins in September and ends in April. The RIC Blackhawks is a member team of the United States Sled Hockey Association (USSHA) and participates in competitions held throughout the United States and Canada.

The RIC Blackhawks are a member team of the Midwest Sled Hockey League

• MSC Synchronized Skating Team in Nationals. The Chicago Skates Synchronized Skating Team skated in the Ice Skating Institute’s Synchronized Skating Championships in the spring 2009 at the Arctic Ice Arena in Orland Park.

Chicago Skates is a synchronized ice skating team of 24 skaters, a majority of whom are under the age of 8 years old. They are based out of MSC and the sole representatives of the City of Chicago in this national championship event.

• Tennis Lessons: MSC offers tennis lesson throughout the year for patrons of all ages and levels by a number of tennis pros. All tennis lesson registration is done through our online registration system.

• Tennis Tournaments: USTA eligible

Capital Improvements

Commencing May 1, 2012, the McFetridge Sports Center will undergo a $5.4 million major renovation to include total replacement of the ice rink including excavation and replacement of the subsoil and subsoil heating system, new concrete flooring system as well as above ground ice rink components. The project will also replace the heating, ventilation and air conditioning (HVAC) systems for the lobby, ice rink and tennis courts, as well as replace the lighting fixtures for the ice rink and tennis courts and upgrade the electrical switchgear and other miscellaneous improvements for increased energy efficiency and reduced operating costs in the facility. Renovation is expected to be complete and the facility fully re-opened to the public by mid-September 2012.

SCOPE OF SERVICES

I. OPERATIONS

A. Maintenance and Custodial Services

Areas of Responsibility

Areas and spaces of the McFetridge Facility where the manager shall provide maintenance and custodial services include, but are not limited to: break rooms, lounge areas/space, conference rooms, driveways, electrical rooms, hallways, ice rink, loading docks, lobbies, locker rooms, mechanical rooms, meeting rooms, offices, open areas, pedestrian areas/plazas, ramps, restrooms, roof, seating area in the facility, security rooms/areas, service corridors, service rooms, sidewalks, stairwells, staff rooms, storage rooms, surface parking lot, tennis courts, and concession area(s).

Certain maintenance and custodial responsibilities at the McFetridge Facility are allocated to the manager, while others are retained by the CPD. Generally, the interior of McFetridge is the responsibility of the manager, while the outside McFetridge is a shared responsibility between the manager and the CPD.

Responsibilities

The manager shall maintain the McFetridge Facility in a clean, safe and attractive state and keep all areas, both indoors and outdoors, free of debris, dirt, and litter at all times, by providing general upkeep, 42 P-12035 housekeeping, and custodial services, as well as routine and preventive maintenance. Maintenance responsibilities shall include all operational infrastructure.

The manager’s maintenance and custodial responsibilities at the McFetridge Facility shall include the following:

1. Bike Racks. The manager shall maintain, repair, replace, and install, when necessary, all bike racks.

2. Building Automation System. The manager shall operate, maintain, and upgrade the existing building automation system. (See Exhibit 9).

3. Carpet. On an ongoing basis, the manager shall clean, maintain, repair, and replace all carpet.

4. Doors. The manager shall maintain, repair, replace (when necessary), and keep in good working order all doors (e.g. exterior, interior, entrance and exit, garage, rolling, etc.).

5. Electrical. The manager is responsible for maintenance of electrical infrastructure within the McFetridge Facility.

The CPD is responsible for maintaining all infrastructure and above-ground fixtures (e.g. ballasts, lights, lenses, poles, etc.). CPD shall be responsible for outside electricity including ballasts and lights in the parking lot.

6. Fire Prevention Equipment and Life Safety Systems. The manager shall maintain in proper working order all fire prevention equipment (e.g., fire alarm call boxes, fire extinguishers, hose boxes and systems) and life safety systems. This also includes all fire prevention and life safety infrastructure.

7. Flooring. The manager will clean, maintain, repair, and replace, when necessary, all floor finishes.

8. Garbage Removal and Recycling Services. Garbage and recyclables collection and removal responsibilities are the responsibility of the manager. Garbage and recyclables collection and removal responsibilities outside the MSC are distributed between the manager and the CPD.

9. Graffiti Removal. The manager shall remove or cause to be removed all graffiti applied to any surface. This includes the surfaces inside and outside of the MSC. The materials and processes used to remove the graffiti will be approved by the CPD and shall not impair any warranties.

10. HVAC. The manager shall maintain, repair and keep in proper working order all HVAC equipment, units, and infrastructure.

11. Ice Rink and Ice Rink Equipment Maintenance. The manager shall maintain, repair and keep in proper skating condition the ice rink, boards and equipment including the Zamboni ice resurfacing machine (on order).

12. Lights. This maintenance responsibility is divided between the manager and the CPD. See item 5 above for detail.

13. Maintenance and Custodial Equipment. All maintenance and custodial equipment shall be kept in good repair and working order. This shall include replacing parts, when necessary.

14. Maintenance of Electronic Security and Surveillance Equipment. All electronic security and surveillance equipment shall be kept in good repair and working order. The manager shall also replace this equipment when necessary.

15. Maintenance of Score Board and Sound System. The manager shall maintain the scoreboard, sound system, and related equipment in good repair and working order.

43 P-12035 The sound system includes: (a) the speaker system within the facility; and (b) sound distribution to the restroom facilities.

16. Painting. The manager shall be responsible for any interior and exterior painting and all other finished surfaces when necessary.

17. Parking Lot: The manager shall be responsible for cleaning, maintaining, and repairing the parking lot at the MSC at all times. These responsibilities also include: (a) asphalt and concrete repairs; (b) striping and painting lines on an as-needed basis; (c) repairing, maintaining, and replacing signage at the parking lot

18. Pest Control. The manager is responsible for pest control inside and outside the McFetridge Facility. For these areas, the manager shall establish and maintain an integrated pest control program that minimizes the infestation of pests, birds, and vermin in accordance with all applicable ordinances, statutes, and regulations.

20. Plumbing. The manager shall maintain, repair, replace and keep in good working order all infrastructure and above-ground fixtures within the MSC.

The CPD is responsible for the maintenance and repair of any underground infrastructure in the McFetridge Facility.

21. Restrooms. The manager shall maintain, clean, and supply all restrooms. This includes supplying rest rooms with soap, towels, and toilet paper, and providing for their disposal.

22. Signs. The manager shall clean, maintain, repair, and replace (when necessary) all signs. Additionally, the manager shall install new signs, as necessary.

23. Snow and Ice Removal. The manager will be responsible for the removal of ice and snow in the following areas: (a) directly outside the MSC, including all pathways, sidewalks, and ramps leading to the MSC; and (b) the parking lot. The manager shall not use chemical salts containing chloride or calcium chloride. All materials proposed for use must first be approved by the CPD.

24. Telecommunications. The manager shall maintain, repair, replace, and keep in good working order all telecommunications infrastructure, including phone and data lines and equipment (e.g. phones).

25. Tennis Court Maintenance, Repair, Upkeep and Equipment. The manager shall maintain, repair, and replace the indoor tennis court playing surface nets and equipment consistent with the CPD’s rules, and otherwise in a condition suitable for a first-class facility.

26. Window Maintenance. The manager is responsible for the cleaning, maintaining, repairing, and replacing all windows mirrors, and glass, both interior and exterior.

Hours: The manager shall provide the above-mentioned maintenance and custodial services 365 days per year, 24 hours per day, including before, during, and after events. Moreover, the CPD may direct the manager to render these services on an as-needed basis. The current hours of operation are:

MSC Hours: Monday thru Friday 6:00am to 1:00am Saturday and Sunday 6:00am to 12:00am

Park Hours: Monday thru Sunday 6:00am – 11:00pm

The manager may propose different hours of operating in order to maximize usage of the McFetridge Facility for its customers. Hours of operation are subject to approval by CPD.

Subcontractors: These maintenance and custodial services may be provided by the manager’s employees or through contracted services. If subcontracted, these services shall be performed in a manner consistent with the contractor’s recommendations and requirements, and with those of the manufacturers’ of the relevant equipment. 44 P-12035

B. Green Initiatives

1. Environmental Stewardship Program. The manager shall implement procedures to reduce the carbon footprint and negative environmental impact of the Soldier Field complex. This program may include: • Maintenance and Custodial o Sustainable cleaning systems, strategies, and products; cleaning and maintenance equipment that reduces their impact on indoor air quality; o The use of housekeeping items such as compact fluorescent light bulbs; o Composting food waste o No Styrofoam o No plastic bags • Equipment, Trucks, and Vehicles o The use of low energy, low-emissions equipment, such as hybrid and fuel-efficient vehicles; the use of light and heavy duty trucks that run on a minimum 20% biodiesel, alternative fuels (e.g. ethanol, CNG) or are hybrids o The use of electric or 20% biodiesel landscape equipment • Energy (see item 2 below for more detail) o Turn off non-security lighting either manually or automatically overnight. o Light sensors • Landscaping o Low-flow irrigation with rain and moisture sensors built-in o Drought tolerant plantings o Composting landscape waste • Avian Wildlife o Bird friendly glass or film o Installation of nesting opportunities (e.g. bird houses) • Building o Undertake renovations with energy and water efficient fixtures and equipment o Low emission or hybrid preferred parking or discounted parking offered. • Concessions o The sale of healthy snack items in addition to existing menu options. o The use of sustainable concession practices and products including recycling glass, plastic, and cardboard waste generated during food prep, using biodegradable utensils and cups and napkins made from 100% post-consumer fiber. • General o Implement an environmentally preferred procurement purchasing policy. o Set and maintain printing reduction goals o Use of recycled content paper o Double sided printing

The manager should conduct a waste audit and set goals to increase recycling and reduce waste.

2. Energy Conservation Program. The manager will implement, as reasonably requested by the CPD, an energy conservation program designed to reduce utility expenses at McFetridge. The program will include: (a) reviewing procedures in similar facilities to determine areas where utility conservation programs can be established; (b) to the extent reasonably possible, monitoring mechanical systems to begin “load-shedding” utility usage; (c) preventive maintenance programs to improve equipment efficiency and reduce the probability of equipment malfunction; (d) equipment usage schedules; and (e) start-up procedures for equipment to improve the efficiency of the equipment during periods of heavy usage.

B. Security

1. The McFetridge Facility is intended to be open and available to the public as much as possible. Accordingly, the manager shall be responsible for security, crowd management, and emergency medical services for the customers, employees, visitors, and users of the McFetridge Facility during its hours of operation. When special events are scheduled at the MSC, additional security personnel may be assigned as needed. The manager shall also be responsible for providing the 45 P-12035 required emergency medical personnel and implementing appropriate medical policies as necessary

2. The manager shall draft and prepare for the CPD’s review and approval an Emergency and Evacuation Plan of the McFetridge Facility, in compliance with applicable law.

3. The manager shall draft and prepare for the CPD’s review and approval a Public Safety and Fire Management Plan of the McFetridge Facility, in compliance with applicable law.

4. The manager is responsible for providing (a) all necessary personnel for the pick-up and safe handling of cash from concessions; and, (b) closing the concession stands within the MSC.

C. Capital Planning and Related Improvements

If (and only if) requested in writing by the CPD, and at no additional cost to the CPD, the manager shall be responsible for the negotiation and purchase of capital equipment and the supervision and implementation of capital improvements in connection with the McFetridge Facility. The manager shall acknowledge that the CPD has no obligation to use the manager to implement or undertake the responsibilities contemplated by this section, and may instead use internal personnel or non-manager third parties.

Without limiting and in furtherance of the above, the manager may:

1. Advertise and solicit bids and proposals for capital expenditures; review and make recommendations to the CPD regarding proposals received

2. Review, oversee, and account for budgets and all spending related to capital expenditures; make recommendations to the CPD as to ways to reduce expenses

3. Negotiate with all vendors and subcontractors in connection with such capital expenditures

4. Ensure that contracts and agreements entered into in connection with such capital expenditures contain the requirements the CPD may require from time to time, including those for insurance, indemnity, bonding, and retainage

5. Ensure that neither the manager nor any subcontractor takes any action that impairs, compromises, or minimizes any warranties provided in connection with a capital expenditure. The manager shall and shall cause its subcontractors to follow the maintenance, documentation, and reporting requirements necessary to keep such warranties in full force and effect

6. Oversee, monitor, and manage the progress of all capital improvements and the delivery and installation of capital equipment, and keep the CPD informed of such progress

7. Submit all requests for payment with an updated contractors’ sworn statement and lien waivers covering work performed (capital improvements) and FF&E installed (capital equipment)

8. Comply with all applicable statutory, procedural, and policy requirements, including all CPD competitive bidding and MBE/WBE requirements, in (a) the development and implementation of bidding and purchasing procedures, policies, and documents, and (b) the engagement of construction contractors and the purchasing of FF&E to be installed as part of approved capital improvements

10. Provide the CPD and its authorized employees and agents with reasonable access to the capital project in order to inspect the progress and condition of the capital improvement and capital equipment

46 P-12035 11. The manager shall also be responsible for maintaining the FF&E set forth in the attached equipment inventory (see Exhibit 10), and assisting in the purchase and procurement of any new FF&E to add to the inventory. All FF&E procurement procedures (preparing technical specifications, developing bidding documents, receiving and analyzing bids, etc.) and all procurements are subject to the review, audit, and approval of the CPD.

Any capital improvement constructed or equipment installed by the manager or its contractors will be and will remain the property of the CPD.

D. Operations and Procedures Manual

The manager will draft and prepare for the CPD’s review and approval an Operations and Procedures Manual (“Manual”). The Manual will provide basic guidance on policies, practices, and procedures of all aspects of the required services, and reflects the matters, duties, and standards of performance agreed to between the manager and the CPD. Information in the Manual will include:

1. Security, including items I, B, 2-3 above 2. General operating and management policies 3. Procedures for cash control, accounting, auditing, and report processing 4. Receipt handling and processing 5. Personnel policies and procedures 6. Administrative policies 7. Staff schedules, position descriptions, and duties 8. Customer service policies 9. Marketing policies 10. Emergency and accidents safety procedures 11. Medical services 12. Such other services as deemed necessary or desirable by the CPD

The manual will be reviewed by the CPD, which may direct any changes it deems appropriate. At the time the manual is accepted by the CPD, the provisions of the manual will then be considered the obligations and responsibilities of the manager.

E. Furniture, Fixtures, and Equipment

The manager is responsible for maintaining and keeping in good repair and working order the furniture, fixtures, and equipment (FF&E) necessary for performing the services discussed in this Detailed Scope of Services and set forth in the attached equipment inventory (Exhibit 10). Also, the manager will be responsible for the lease, rent, and/or purchase of any new FF&E to add to the inventory. All FF&E procurement procedures (preparing technical specifications, developing solicitation documents, receiving and analyzing bids or proposals, etc.) and all procurements are subject to the review, audit, and approval of the CPD. Lastly, the awardee shall make the inventory of all equipment greener and more eco-friendly where possible.

II. MANAGEMENT

A. Budget and Finances

The manager shall prepare and submit to the CPD for its review a detailed proposed annual budget, which will include (1) an annual operating budget of revenue and expenditures broken out by month, and (2) a proposed three year forecast. Both shall meet the scope of services and objectives identified in the RFP; include all revenues and expenses related to the management, operation, maintenance, and promotion of the McFetridge Facility; and contain appropriate line items for operating revenues, operating expenses, and budgeted net operating income.

The manager will be provided with working capital each month to pay for operating expenses based upon the McFetridge Facility’s approved monthly operating budget. The working capital advance will be reconciled against actual monthly expenditures and a subsequent monthly cash advance will be adjusted accordingly. Management fees are to be invoiced separately on a monthly basis.

47 P-12035 B. Bank Accounts

The manager shall establish separate interest-bearing commercial bank accounts at banks approved by the CPD. One shall be used as a depository of operating revenue and the other for CPD’s deposit of working capital advance and is to be used for the payment of budgeted operating expenditures and approved capital expenditures.

C. Collection of Revenue

The manager shall collect, administer, deposit or manage as appropriate for the benefit of and as a fiduciary for the CPD, all operating revenues, working cash advances, deficiency advances, advances for capital expenditures, and all other amounts received in the connection with its services under the RFP. All revenue will be deposited on a daily basis in the appropriate account(s) discussed in section II, B above.

D. Office Operations

In connection with the manager providing the required services at the McFetridge Facility, the manager will work out of the MSC.

Any activities or business of the manager not related to providing the services discussed in this scope shall be performed at the manager’s own expense.

E. Marketing, Permitting, and Booking Events at the McFetridge Facility

The manager shall promote and market the McFetridge Facility, and maintain a web page to facilitate the marketing of the McFetridge Facility. The web page must be linked to the official CPD website.

The manager shall be responsible for negotiating, booking, permitting, and promoting events and activities at the McFetridge Facility as often as possible, in order to maximize the revenue that can be generated from booking and permitting events there throughout the year. The manager understands that the McFetridge Facility is intended to be a “multipurpose facility.” The manager further understands that any booking or scheduling of events at the McFetridge Facility must minimize any conflict with the daily programs and activities offered at the facility to the general public.

Section II, F, “Programming” has additional detail regarding the manager’s marketing, permitting, and booking responsibilities at the McFetridge Facility.

The manger shall use CPD’s Active.Net solution for managing programs, event planning and facility rental which is integrated with Active’s Point of Sale system. The manager shall use CPD’s Microsoft Office Outlook for emails.

The manager shall have staff on duty during all events at the McFetridge Facility.

Note: All fees (permit, rental, league, activity, fitness, skate, tennis, lesson, etc.) must be submitted to CPD and approved by the Board of Commissioners of the Chicago Park District.

F. Programming

The manager’s programming responsibilities includes the following:

1. Ice Skating a. Providing instruction, preparation, and training at all levels: beginning, intermediate, advanced or any other divisions that are common to ice skating (e.g. bantams, seniors, juniors). Include instruction for individuals and pairs at all levels and age classifications. Instruction must include skating techniques, execution of tricks, physical fitness and any other related items needed to compete or recreate at an acceptable level in ice skating. b. Preparing and training patrons for and entering patrons in competitions throughout the Midwest. 48 P-12035 a. Collecting all fees in accordance with the financial procedures discussed in this scope. Coordinating payment of entry fees and any other related expenses related to travel (e.g. buses, lodging) of coaches and/or instructors who travel with participants who are competing in skating competitions throughout the Midwest. b. Providing open skate time to introduce new patrons and visitors to the facility and ice skating. c. Marketing and publicizing programs, lessons, and special events to maximize participation.

2. Ice Hockey a. Providing instruction, preparation, and training at all levels: beginning, intermediate, advanced or any other divisions that are common to ice hockey (e.g. bantams, seniors, juniors). Include instruction for individuals and teams at all levels and all age divisions. Instruction must include skating, power skating, stick-handling, puck possession, goaltending skills and techniques, offensive skills and techniques, defensive skills and techniques. Instruction will also include teaching, instructing, and providing the rules and strategies essential to playing ice hockey. b. Preparing and training patrons for and entering patrons in traveling leagues, tournaments and competitions throughout the Chicago area and Midwest. Developing and implementing an in- house hockey program with that may provide quality players for a traveling program. c. Collecting all fees in accordance with the financial procedures discussed in this scope. Coordinating payment of entry fees and any other related expenses related to travel (e.g buses, lodging) of coaches and players who travel with participants who are competing in ice hockey tournaments, leagues and/or competitions throughout the Midwest. b. Providing open ice hockey time (i.e. Rat Hockey) to give individuals an opportunity to participate and play hockey. c. Marketing and publicizing programs, lessons, games, special events to maximize participation.

3. Tennis a. Providing instruction, preparation and training on all levels: beginning, intermediate, advanced or any other age divisions that are common to tennis (e.g. doubles, singles). Include instruction for individuals and doubles at all levels and all age divisions. Instruction must include physical fitness, offensive techniques, defensive techniques to all individuals and age groups. Instruction will also include providing, teaching and implementing strategies and rules that are essential to tennis. b. Preparing, and implementing tennis events and tournaments to maximize participation. c. Providing open tennis opportunities for rentals for both individual and doubles play. d. Collecting all fees in accordance with the financial procedures discussed in this scope. Coordinating payment of entry fees and any other related expenses related to travel (e.g. buses, lodging) of coaches/instructors who travel with participants who are competing in tennis tournaments, competitions or leagues at McFetridge and anywhere in the Chicago area or Midwest. e. Providing open tennis court time for open play and/or reservations to maximize opportunities for patrons to play. f. Marketing and publicizing programs, lessons, games, special events to maximize participation.

4. Fitness Center a. Collecting all fees for membership type package, daily or yearly option. b. Maintaining and/or replacing fitness center equipment as needed or warranted.

G. Concession and Vendor Management

The manager shall be responsible for soliciting, managing and negotiating with third-party vendors and for the procurement of furniture, fixtures, equipment, materials, supplies, and third-party services needed at McFetridge. The manager shall also request that all vendors use materials that are recyclable or have a low environmental impact.

Concessions. McFetridge has retail and food concession opportunities and the manager may operate and improve them where possible. Alternatively, the manager may solicit, manage, negotiate and execute the agreements with concessionaires regarding the retail and food concessions at McFetridge. 49 P-12035 The manager will invite current concessionaires to participate in future concession solicitations at the MSC (see Exhibits 5-7). All recommended agreements or permits are subject to the review and approval of CPD.

H. Sponsorships and Business Agreements

The manager shall be responsible for negotiating and securing sponsorships, advertisements, and marketing arrangements and agreements. The manager shall not enter into such arrangements or agreements without the prior approval of the CPD General Superintendent or his/her authorized representative. The manager shall also keep the CPD informed of all negotiations and developments related to these arrangements and agreements. All such sponsorships, negotiations, services and agreements are subject to CPD review and approval.

Currently, there are agreements at the McFetridge Facility:

1. Pepsi: Pepsi has a vending agreement with CPD allowing them to place vending machines in the MSC. The Pepsi agreement expires March 2013 (See Exhibit 3).

2. Concessions: The manager is responsible for the management of the concession and skate rental contract at the facility. This responsibility includes soliciting and negotiating, and executing the agreements with and managing concessionaires in connection with the McFetridge Facility. The manager will invite current concessionaires to participate in any future concession solicitation at the McFetridge Facility.

3. Flood Brothers: Flood Brothers is responsible for garbage pickup and recycling at the McFetridge Facility (See Exhibit 26).

I. Personnel

The manager shall select, hire, train, furnish, deploy, discipline, discharge and supervise all labor, employees, agents, subcontractors, and independent contractors deemed necessary or advisable by the manager in order for the manager to perform the services discussed in this Detailed Scope of Services.

1. Status and Responsibility. All personnel provided by the manager shall be deemed to be employees of the manager and will not for any purpose considered employees of the CPD. Also, the manager shall assume full responsibility for the actions of all such personnel, and shall be solely responsible for their supervision, daily direction and control, remuneration, severance pay and claims, withholding taxes, insurance, social security licenses, and all other actions related to the manager’s services discussed in this Detailed Scope of Services.

2. Compliance with Laws. The manager shall comply with all applicable laws concerned with the hiring and employment of personnel, including the Federal and State of Illinois Equal Employment Opportunity Regulations, and the prevailing wage rate statutes.

3. Background Checks: The manager shall perform background checks on its full-time employees, including criminal background checks, a check against the national sex offender database, fingerprinting, and such other checks as may be required by applicable law, similar to those conducted by the CPD on its employees.

4. General Manager. The manager shall assign to this operation a highly competent, full-time general manager who will have no other duties than the direction of this operation.

5. Supervision. The manager will furnish qualified and necessary supervision for the performance of the services discussed in this RFP. Further, the manager shall have supervisory personnel on duty during all events at McFetridge and as otherwise necessary for the manager to fully perform its services discussed in this Detailed Scope of Services.

6. Staffing. The manager will assign and maintain adequate staff, including Key Personnel, of competent personnel that are fully equipped, licensed as appropriate, available as needed, 50 P-12035 qualified and assigned exclusively to perform the services discussed in this Detailed Scope of Services. The level of staffing may be revised by notice in writing from the manager to the CPD. The manager will also provide adequately trained “acting personnel” in the event of any employee absences.

7. Training. The manager will maintain a customer service training program for its employees and will require its employees to complete the training and stay current with the training. Additionally, the manager should participate in other training related to the other services that it will perform at McFetridge, including but not limited to safety training that may be offered by local, state, and federal agencies and professional organization or associations.

8. Uniforms. All non-management, on-site personnel shall be required to wear uniforms and nametags while on duty, and a dress code shall be enforced for management personnel when on- site. The uniforms and dress code are subject to final approval by the CPD.

I. Customer Service

The manager shall ensure its employees perform services in a courteous and professional manner at all times. Also, the manager will implement initiatives designed to promote customer service at McFetridge. These initiatives will include customer service training for all of its employees.

J. Best Practices

The manager will be responsible for undertaking best practice reviews of methods, practices, and equipment at McFetridge with the objective of improving their delivery of services, making the facility greener and more eco-friendly, improving the experience for the customers and community, and making McFetridge more accessible to people with cognitive and physical disabilities.

K. Plans and Reports

1. Annual Facility Operations Plan

Each year, no later than the Sept. 1st prior to the new calendar year, the manager shall propose and prepare for the review, revision, and approval of the CPD, an annual plan with respect to the finances, operations, maintenance, management, and promotions of the facility. Such proposed annual plan shall include the following: a. Management plan b. Annual proposed event plan c. Annual operating budget d. Any other information as the CPD may request

2. Management Plan

As a part of its proposed annual plan (see above, Article II, Section I, 1.a), the manager shall prepare a management plan including all information regarding the manager’s anticipated operation, management, marketing, and promotion of the facility for the upcoming fiscal year.

This management plan shall include, but shall not be limited to: a. A comprehensive operations repair and maintenance plan b. Anticipated sustainable initiatives to be added to environmental stewardship program c. The anticipated events at the facility d. Anticipated advertising and promotional activities e. Anticipated sponsorships f. Such other information as the CPD may reasonably request

3. Five Year Capital Plan

Beginning in 2014, as a part of its proposed annual plan (see above, Article II, Section I, 1.b), the manager shall prepare a capital improvements and equipment plan. This capital plan shall include, but shall not be limited to: 51 P-12035 a. A description of the capital improvements that the manager would recommend be made to the facility. The manager shall provide a complete explanation and justification for each recommended capital improvement, and identify necessitating factors (e.g., obsolescence, warranties, and improvements). b. A description of the capital equipment that the manager would recommend be purchased for the facility. The manager shall provide justification for all new equipment, and the condition and proposed disposition of all equipment to be replaced. c. A prioritization of such capital improvements and capital equipment d. An estimate of the costs associated with such capital improvements and capital equipment e. Such other information as the CPD may request

4. Monthly Reports

The manager shall provide monthly reports regarding the facility. These monthly reports shall include, but shall not be limited to: a. Monthly budget to actual reports of operating revenue and expenses b. Monthly financial reports accounting by previous month and year to date by revenue and expenses accounts (summary and detail). c. Monthly bank statements of deposits, disbursements and transfers d. Monthly report reconciling bank statement to financial reports f. Upcoming annual event list by month and summary and other related information g. Actual event list of month and year to date and summary and other related information h. MBE/WBE compliance j. Narrative summary of the various monthly reports to date (month and year to date)

L. Records and Audits

1. Records

The manager, its vendors, subcontractors, and affiliates shall keep records relating to their activities at the facility. Where possible, the manager shall automate all records and reporting systems.

2. Audits

On an annual basis, the manager shall prepare and provide to the CPD a year-end balance sheet, statement of profit or loss, statement of cash flows and statement of budget to actual for the preceding fiscal year. This audit will also include a certification of operating revenues and expenses, and net operating income for that fiscal year. This information will be delivered to the CPD no later than April 1st of the following year and will be prepared in accordance with GAAP. This information must be accompanied by an independent auditor’s report prepared by an independent certified public accountant licensed by the State of Illinois.

3. Accounting

The manager shall maintain full, accurate, and complete financial and accounting books, records, and reports of the management, operation, maintenance, and promotion of the facility. In the maintenance of such records, the manager shall use accounting and record systems in accordance with GAAP.

It is the CPD’s preference that the manager use the same “cash method of accounting” and financial calendar (Jan. 1 – Dec. 31) that the CPD utilizes.

52 P-12035

III. EXPENSES

A. Reimbursable (Operating) Expenses

The manager shall pay from the accounts mentioned above (Section II, B, “Bank Accounts,”) the expenses incurred in connection with providing the required services, to the extent such expenses are approved by the CPD, either in the budget or otherwise in writing. These reimbursable expenses include:

1. Costs associated with providing the maintenance, repair, and custodial responsibilities discussed in the Detailed Scope of Services. These costs also include the cost of any replacement and upgrade discussed in the Detailed Scope Services. 2. Costs associated with providing the administrative responsibilities discussed in the Detailed Scope of Services. 3. Salary of the general manager, on-site supervising personnel, and any other on-site operations personnel by position. 4. Uniforms, name badges, and photo ID’s for manager’s personnel. 5. Furnishings, office equipment, and equipment maintenance for the manager’s on-site office. 6. Stationery, miscellaneous office and maintenance supplies, printing of report forms. 7. Installation fees, service, and monthly maintenance charges for all telephone service. 8. Annual independent certified public accountant’s audit, which shall take place within 90 days of the close of the contract year, of the manager’s detailed income statement. 9. Advertising, marketing, and public relations costs and commissions. 10. Safety and emergency medical expenses. 11. Cost of annual independent audits, in addition to the audit. 12. Cost of compliance with laws and regulations. 13. Any of the manager’s contractual costs or contractual liability when the manager is not in default of any applicable contract and is the subject of such claim, suit, or proceeding due to its capacity as managing agent under the management contract resulting from this RFP. 14. Postage and freight costs. 15. Computer equipment leases and line charges. 16. Costs of any interns and independent contractors. 17. Costs of procuring and maintaining permits, licenses, charges, fees, taxes, excises, penalties, and professional fees. 18. Bank service charges and merchant service fees.

NOTE: Capital improvements and capital equipment purchases will be paid by the CPD subject to approval of the capital expenditure.

B. Non-reimbursable (Non-operating) Expenses

Operating expenses will NOT include expenses or expenditures in connection with:

1. Relocation expenses of the manager’s employees 2. Severance for the manager’s employees 3. Depreciation of vehicles and equipment 4. Costs of any performance bond required of the manager 5. Cost of acquiring and maintaining the required insurance 6. Any suit, action, or proceeding in which the manager is the defendant and has breached the management contract awarded as a result of this RFP or has committed a wrongful act (tort) giving rise to such suit, action, or proceeding 7. Any suit, action or proceeding filed or instituted against the CPD by the manager 8. Costs incurred due to willful misconduct or gross negligence of the manager or its agents, employees, or subcontractors 9. The manager’s general home office overhead and capital expenses not directly and primarily related to the contract resulting from this RFP 10. Any state or local taxes, or any other taxes, owed by the managers that are not directly related to the operation of the facility 11. Any travel-related expenses not directly associated with the management and operation of the 53 P-12035 facility 12. Any other costs or expenses incurred by the manager that are not directly related to the management and operations of the facility 13. Bonuses or incentive compensation paid to the manager’s employees unless specifically approved by CPD

C. Utilities

The manager shall be responsible for monitoring utility usage by establishing metered accounts and reporting monthly actual usage to CPD (water, sewer, electricity, gas).

D. Insurance

The cost and responsibility for insurance shall be as set forth on pages 75-76.

E. Performance Bond

The manager shall, at its own expense, purchase a performance bond in an amount of at least $1,000,000.00.

End of Detailed Scope of Services – McFetridge Sports Center

54 P-12035 DETAILED SCOPE OF SERVICES BASEBALL STADIUM at DEVON AND KEDZIE

DEFINITIONS

ADDITIONAL TERMS ARE DEFINED IN THE IN THE DEFINITIONS SECTION OF THE GENERAL CONDITIONS AND COMPLIANCE CONDITIONS OF THIS RFP.

CPD means the Chicago Park District, a municipal corporation organized pursuant to 70 ILCS 1505/0.01 et seq. of the Illinois Compiled Statutes.

Manager means the firm retained by the CPD to manage the baseball stadium at Devon and Kedzie as described in the Scope of Services of this RFP.

Stadium means the baseball stadium at Devon and Kedzie.

BACKGROUND

Description

The stadium complex is comprised of two (2) baseball fields, related infrastructure, and facilities (see Exhibit A). For over 65 years, the stadium has been used by individuals, organized leagues, and informal groups.

Baseball Season Schedule

The baseball season (“season”) typically begins in mid-April and closes at the end of October (weather permitting). The awardee shall have the stadium ready for the baseball season by April 2nd, each year.

During the season the schedule for the stadium is:

Monday – Sunday 8:00 a.m. - 10:00 p.m.

The awardee shall staff the stadium accordingly for the preparation and duration of all scheduled events.

SCOPE OF SERVICES

I. OPERATIONS

A. Maintenance and Custodial Services

The awardee shall provide general upkeep, custodial services, and routine and preventative for both indoor and outdoor areas of the stadium, including operational infrastructure. In doing so, the awardee shall keep all areas in a clean, safe and attractive state, free of debris, dirt, litter, and trash at all times.

The successful management, operation, and maintenance of the stadium are important to the CPD’s mission to provide safe, inviting, and well-maintained recreational opportunities.

The awardee’s maintenance responsibilities include:

1. Ball fields a. Infield (Pre-Season) (1) Turn infield dirt; (2) Fill holes and low spots; (3) Line and drag; and (4) Other responsibilities as directed by the CPD.

b. Infield (Season) (1) Line and drag before each game; 55 P-12035 (2) Fill holes and low spots; (3) Set-up and take-down bases (in accordance with distances provided by renter); (4) Place pitching rubber(s) (in accordance with distance provided by renter); (5) Maintain bull-pen(s) and team benches / dug-outs; and (6) Other responsibilities as directed by the CPD.

c. Outfield (Pre-Season) (1) Cut grass, as needed, to maintain quality game-play; (2) Water fields at least three (3) times per week, pending rain and heat; (3) Fill holes and low spots as soon as possible; and (4) Other responsibilities as directed by the CPD.

d. Outfield (Season) (1) Cut grass every 2-3 days, as needed, and as directed by the CPD; (2) Water fields at least three (3) times per week, pending rain and heat; (3) Fill holes and low spots as soon as possible; (4) Line the outfield as needed; and (5) Other responsibilities as directed by the CPD.

The CPD will provide all bases, pitching rubber, and tools required to install/remove bases, pitching rubber, and filed lining. The awardee shall provide the chalk to line the infield/foul lines/batter’s box/etc.

The awardee shall be responsible for deciding when fields are too wet to continue or start games as well as have the authorization to stop activities at the fields if weather conditions will not allow for safe play.

2. Bleachers. Bleachers and seating shall be cleaned, maintained, and repaired as necessary. The awardee must receive approval of from the CPD prior to making any repair.

3. Concessions. Keep all concession areas in a clean, safe and attractive state, free of debris, dirt, litter, and trash.

4. Garbage Collection, Removal, and Recycling Services. Collect, remove, and dispose all debris, garbage, litter, recyclables, and trash from all areas of the stadium at all times. Separate containers shall be used for waste and recyclable materials, and separate collection, storage, removal, and disposal of waste and recyclables shall be utilized. Every effort shall be made to recycle materials, including: paper, plastic, metal, and glass. Containers and receptacles will be provided by the CPD.

5. Electrical. Operate scoreboard and sound system. Report any electrical concerns to the CPD.

6. Energy Conservation. Implement, as reasonably requested by the CPD, an energy conservation program designed to reduce utility expenses at the stadium. The program shall include: (a) a review of procedures in similar facilities to determine areas where utility conservation programs can be established; (b) establish preventive maintenance programs to improve equipment efficiency and reduce the probability of equipment malfunction; (c) establish equipment usage schedules; and (d) implement start-up procedures for equipment to improve the efficiency of the equipment during periods of heavy usage.

7. Environmental Stewardship. The awardee shall use green, eco-friendly methods and when possible, implementing procedures to decrease the negative environmental impact of the stadium. This program shall include sustainable cleaning systems, strategies, and products that meet Green Seal Certification or equivalent. Cleaning and maintenance equipment used should reduce their impact on air quality, be low energy, and low-emissions.

8. Fence. Inspect all fencing along sidelines, perimeter, and outfield at all times. Report any necessary repairs to the CPD.

9. Graffiti. Remove or cause to be removed all graffiti applied to any surface at all times. The 56 P-12035 materials and processes used to remove the graffiti must be approved by the CPD.

10. Tree and Shrub Maintenance. Maintain and trim the surrounding trees and shrubs adjacent to the stadium as needed and as directed by the CPD. 11. Parking Lot. All parking lot maintenance will be completed by the CPD.

12. Painting. All painting necessary at the stadium will be completed by the CPD.

13. Power Washing. a. Pre-Season (1) All areas, including bleachers, seating, and walkways, must be power washed prior to the beginning of the season and as directed by the CPD.

b. Season (1) Power wash all areas, including bleachers, seating, and walkways once every two (2) weeks and as directed by the CPD. c. Post-Season (1) All areas, including bleachers, seating, and walkways, should be power washed at the end of the season.

All equipment provided by the CPD and used by the awardee shall be power washed at the end of the season.

14. Scoreboards and Microphones. The CPD will maintain the scoreboard and PA/sound system. Use of the scoreboard and sound system will be the responsibility of the awardee. Check the scoreboard, including light bulbs, and keypad to ensure that they’re in proper working order. The awardee shall report damage or repairs necessary to the CPD as soon as possible.

15. Signs. Clean, maintain, repair, and replace, when necessary, all signs at the stadium.

16. Sprinkler System. Check the sprinkler system to ensure that it’s in proper working order. Maintain and repair the sprinkler system and sprinkler heads during the season.

17. Ticket Booth/Ticket Sales. Maintain ticket booth/office area at all times.

The awardee may need to increase pre-season staff for the preparation of the opening of the stadium. Conversely, the awardee may reduce staff during the post-season as the frequency of services needed at the stadium will decrease during this time.

Maintenance - Notification

The awardee shall immediately notify the CPD of any major problem that may affect the operation of the stadium.

Maintenance – Equipment

The awardee(s) shall be responsible for properly storing, maintaining, and repairing all equipment used to perform the services required in the project scope at all times. The CPD will provide equipment the awardee may/may not choose to use, as the awardee shall be permitted to use its own equipment in the performance of its responsibilities. The equipment that the CPD has available for the awardee to use includes: tractors, power washers, push lawnmowers, leaf blowers, weed-whackers, and field lining equipment.

Unless otherwise noted in this RFP, the awardee shall be responsible for all supplies needed to maintain the stadium.

II. MANAGEMENT

A. Budget and Finances

57 P-12035 The manager shall prepare and submit to the CPD for its review a detailed proposed annual budget, which will include (1) an annual operating budget of revenue and expenditures broken out by month, and (2) a proposed three year forecast. Both shall meet the scope of services and objectives identified in the RFP; include all revenues and expenses related to the management, operation, maintenance, and promotion of the stadium; and contain appropriate line items for operating revenues, operating expenses, and budgeted net operating income.

The manager will be provided with working capital each month to pay for operating expenses based upon the stadium’s approved monthly operating budget. The working capital advance will be reconciled against actual monthly expenditures and a subsequent monthly cash advance will be adjusted accordingly. Management fees are to be invoiced separately on a monthly basis.

B. Bank Accounts

The manager shall establish separate interest-bearing commercial bank accounts at banks approved by the CPD. One shall be used as a depository of operating revenue and the other for CPD’s deposit of working capital advance and is to be used for the payment of budgeted operating expenditures and approved capital expenditures.

C. Collection of Revenue

The manager shall collect, administer, deposit or manage as appropriate for the benefit of and as a fiduciary for the CPD, all operating revenues, working cash advances, deficiency advances, advances for capital expenditures, and all other amounts received in the connection with its services under the RFP. All revenue will be deposited on a daily basis in the appropriate account(s) discussed in section II, B above.

D. Records and Audits

The manager will maintain full, accurate, and complete financial and accounting books, records, and reports relating to their maintenance and management of the stadium and the activities of its vendors, subcontractors, and affiliates. The CPD may request this information at any time. It is the CPD’s preference that the awardee use the same “cash method of accounting” and financial calendar (Jan. 1 – Dec. 31) that the CPD utilizes. Where possible, the awardee shall automate all records and reporting systems. The awardee shall use accounting and record systems in accordance with GAAP.

The manager will annually, prepare and provide, to the CPD, a year-end balance sheet, statement of profit or loss, and statement of cash flows for the preceding fiscal year. This audit shall also include a certification of operating revenues and expenses, and net operating income for that fiscal year. This information shall be delivered to the CPD no later than April 1st of the following year and will be prepared in accordance with GAAP. This information must be accompanied by an independent auditor’s report prepared by an independent certified public accountant licensed by the State of Illinois.

E. Concessions

The stadium has food concession opportunities and the manager may operate and improve them where possible. Alternatively, the manager may solicit, manage, negotiate and execute the agreements with concessionaires regarding the food concessions at the stadium. All recommended agreements or permits are subject to the review and approval of CPD.

F. Personnel

The manager shall select, hire, train, furnish, deploy, discipline, discharge and supervise all labor, employees, agents, subcontractors, and independent contractors deemed necessary or advisable by the manager in order for the manager to perform the services discussed in this Detailed Scope of Services.

1. Status and Responsibility. All personnel provided by the manager shall be deemed to be employees of the manager and will not for any purpose considered employees of the CPD. Also, the manager shall assume full responsibility for the actions of all such personnel, and shall be 58 P-12035 solely responsible for their supervision, daily direction and control, remuneration, severance pay and claims, withholding taxes, insurance, social security licenses, and all other actions related to the manager’s services discussed in this Detailed Scope of Services.

2. Compliance with Laws. The manager shall comply with all applicable laws concerned with the hiring and employment of personnel, including the Federal and State of Illinois Equal Employment Opportunity Regulations, and the prevailing wage rate statutes.

3. Background Checks: The manager shall perform background checks on its full-time employees, including criminal background checks, a check against the national sex offender database, fingerprinting, and such other checks as may be required by applicable law, similar to those conducted by the CPD on its employees.

4. Supervision. The manager will furnish qualified and necessary supervision for the performance of the services discussed in this RFP. Further, the manager shall have supervisory personnel on duty during all events at the stadium and as otherwise necessary for the manager to fully perform its services discussed in this Detailed Scope of Services.

5. Staffing. The manager will assign and maintain adequate staff of competent personnel that are fully equipped, licensed as appropriate, available as needed, qualified and assigned exclusively to perform the services discussed in this Detailed Scope of Services. The level of staffing may be revised by notice in writing from the manager to the CPD. The manager will also provide adequately trained “acting personnel” in the event of any employee absences.

6. Training. The manager will maintain a customer service training program for its employees and will require its employees to complete the training and stay current with the training. Additionally, the manager should participate in other training related to the other services that it will perform at the stadium, including but not limited to safety training that may be offered by local, state, and federal agencies and professional organization or associations.

7. Uniforms. All non-management, on-site personnel shall be required to wear uniforms and nametags while on duty, and a dress code shall be enforced for management personnel when on- site. The uniforms and dress code are subject to final approval by the CPD.

G. Customer Service

The manager shall ensure its employees perform services in a courteous and professional manner at all times. Also, the manager will implement initiatives designed to promote customer service at the stadium. These initiatives will include customer service training for all of its employees.

H. Programming and Event Scheduling

All programming and scheduling of baseball games, league play, and any other events at the stadium shall be handled by the CPD. This includes the collection of all revenue/fees collected in association to programming and events at the stadium.

I. Ticket Sales

Ticket sales and attendance monitoring shall be the responsibility of the rental group using the stadium for their event.

K. Permits

The manager will be responsible for applying and paying for any and all permits necessary to manage and operate the stadium. The manager is also responsible for keeping any and all permits current.

End of Detailed Scope of Services – Baseball Stadium at Devon and Kedzie

59 P-12035

EXHIBIT LIST

Soldier Field Complex

Exhibit 1 Area Maps of the Soldier Field complex and the Surrounding Parkland

Exhibit 2 Game Day Site

Exhibit 3 Chicago Bears Permit Operating Agreement

Exhibit 4 Sportservice Agreement

Exhibit 5 ISFA Agreement

Exhibit 6 Capital Improvements Program (ISFA Capital Resolutions – 2003 to present)

Exhibit 7 CPD Project Certificate

Exhibit 8 Furniture, Fixtures, and Equipment Inventory List

Exhibit 9 Concession Equipment Inventory

Exhibit 10 Warranty Summary

Exhibit 11 Washroom Maps

Exhibit 12 CPD Landscape Specifications

Exhibit 13 Maintenance Guide

Exhibit 14 Snow and Ice Removal Plan

Exhibit 15 Monthly Budget Reports

McFetridge Sports Center

Exhibit 1 Aerial Map of the McFetridge Facility

Exhibit 2 Photo of McFetridge

Exhibit 3 Pepsi Agreement

Exhibit 4 Concession Revenue

Exhibit 5 40 Love Tennis Concession Agreement

Exhibit 6 Two Ugly Guys Food and Beverage Concession Agreement

Exhibit 7 Two Ugly Guys Retail Concession Agreement

Exhibit 8 Construction Schedule of Renovated Facility

Exhibit 9 Building Automation System

Exhibit 10 Equipment Inventory

Exhibit 11 Financials 2008-2011 60 P-12035

Exhibit 12 Activity Revenue

Exhibit 13 Activities Usage 2008-2010

Exhibit 14 Activities Usage 2011

Exhibit 15 Activity Usage Spring 2012

Exhibit 16 Activity Usage Fall 2012

Exhibit 17 Summary Attendance Report 2011

Exhibit 18 Program and Staffing Information

Exhibit 19 Budget FY 2012

Exhibit 20 Positions 2012

Exhibit 21 Flood Brothers Agreement

Baseball Stadium at Devon and Kedzie

Exhibit 1 Aerial photograph of the baseball stadium at Devon and Kedzie

End of Exhibit List 61 P-12035 GENERAL CONDITIONS

These General Conditions form a part of the contract documents.

DEFINITIONS All terms are defined in the General or the Compliance Conditions.

Addendum (plural addenda) means an addition, correction, deletion, or modification of or to this specification, issued to prospective submitters prior to the date and time proposals are due.

Awardee means the submitter (or submitters) whose proposal, with or without further negotiation, has been formally accepted for contract by the Board of Commissioners or the General Superintendent of the Park District.

CPD means the Chicago Park District.

General Superintendent means the General Superintendent of the Chicago Park District. The General Superintendent shall represent and act for the CPD in all matters pertaining to this contract in conjunction therewith. The term General Superintendent shall include any person designated in writing by the General Superintendent to act in his/her stead with respect to this contract and shall also include, with respect to any actions taken prior to the award of this contract, the Director of Purchasing.

Losses means, individually and collectively, liabilities of every kind, including losses, damages, and reasonable costs, payments, and expenses (such as, but not limited to, court costs and reasonable attorneys’ fees and disbursements), claims, demands, actions, suits, proceedings, judgments, or settlements, any or all of which in any way arise out of or relate to any act, error, or omission of submitter, submitter’s breach of the Agreement, or submitter’s negligent or otherwise wrongful acts or omissions or those of its officers, agents, employees, consultants, subcontractors, or licensees.

Proposal means a response submitted pursuant to this Request for Proposal, compliant with all of the requirements of the specification documents.

Submitter means a party or entity that submits a proposal in response to this Request for Proposal.

I. COMPLIANCE WITH ALL LAWS

A. The awardee(s) shall comply with all applicable laws, ordinances, executive orders and regulations of the federal, state, local and city government, which may in any manner affect the performance of this contract. Further, the awardee, including all of its employees, servants, agents, subcontractors, and concessionaires, shall abide by the “Conduct Prohibited” provisions of the CPD Code, IV, B.

B. To demonstrate compliance with all of the above-mentioned laws, rules, regulations or orders, the awardee and subcontractors will furnish such reports and information as may be required. In the event of the awardee’s non-compliance, this contract may be canceled, terminated, or suspended in whole or in part, and the awardee may be declared ineligible for further contracts with the CPD. Other sanctions may be imposed and remedies invoked as otherwise provided by law.

II. NON-DISCRIMINATION

A. Awardee shall comply with the Illinois Human Rights Act, 775 ILCS 5/1-101 et seq., as amended, and any rules and regulations promulgated in accordance therewith, including, but not limited to the Equal Employment Opportunity Clause, Illinois Administrative Code, Title 44, Part 750 (Appendix A), which is incorporated herein by reference. Furthermore, the awardee shall comply with the Public Works Employment Discrimination Act, 775 ILCS 10/0.01 et seq., as amended.

B. During the performance of this contract, the awardee agrees that it shall not discriminate against any worker, employee or applicant, or any member of the public, on the basis of race, 62 P-12035 color, religion, sex, national origin, ancestry, age, marital status, physical or mental disability, unfavorable discharge from military services, parental status, or sexual orientation. Upon request of the CPD, the awardee also agrees to submit in writing a plan demonstrating compliance with equal employment opportunity laws and CPD policy requiring equal employment opportunity to all. Awardee further agrees that this clause will be incorporated by the contractor in all contracts entered into with suppliers of materials or services, subcontractors, and all labor organization furnishing skilled, unskilled and craft union skilled labor, or any other person or organization performing labor or services in connection with this contract.

C. Minority and Women Business Enterprise Participation

1. The awardee shall comply with the Compliance Conditions regarding participation by minority- and women-owned business enterprises, which is incorporated into this contract document.

2. During the term of the contract and any extension thereof, the awardee shall complete and submit quarterly MBE/WBE Utilization Reports, as requested to do so by the CPD.

III. ETHICAL CONDUCT. Any effort to influence any public employee to breach the standards of ethical conduct constitutes a breach of ethical standards. It shall be a breach of ethical standards for any person to offer, give or agree to give any employee or former employee, or for any employee or former employee to solicit, demand, accept, or agree to accept from another person, a gratuity or an offer of employment in connection with any decision, approval, disapproval, recommendation, preparation of any part of a program requirement or a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, or in any other solicitation or proposal therefore.

IV. CONFLICTS OF INTEREST

A. No member of the governing body of the CPD or other unit of government and no other officer, employee, or agent of the CPD or other unit of government who exercises any functions or responsibilities in connection with the carrying out of the project shall have any personal interest, direct or indirect, in the contract.

B. The submitter covenants that it presently has no interest and shall not acquire any interest, direct or indirect, in the project to which the contract pertains which would conflict in any manner or degree with the performance of its work hereunder. The submitter further covenants that, in its performance of the contract, no person having any such interest shall be employed.

V. NON-COLLUSION. Neither the awardee (or each joint venture partner) nor its agents, employees, officers and any subcontractors, has been engaged in or been convicted of collusion activities as defined on the Signature Page submitted with the proposal.

VI. SELF PERFORMANCE: The contractor shall perform, manage, and/or supervise at least 25% of the work of the contract with its own forces.

VII. PROHIBITION OF ASSIGNMENT. The awardee shall not delegate the performance of any obligation hereunder to any third party, or subcontract or assign this contract, in whole or in part, without the prior written consent of the Director of Purchasing of the CPD. Such consent, if granted, shall not relieve the contractor of any responsibilities under the contract.

VIII. PREVAILING WAGE RATES. The awardee shall pay prevailing wages. As a condition of making payment to the awardee, the CPD may request that the awardee submit an affidavit or other evidence to the effect that not less than the prevailing hourly wage rate is being paid to those employed on contracts in accordance with Illinois law.

IX. AWARDEE’S EMPLOYEES

63 P-12035 A. The CPD has the right to require the awardee to remove from his workforce assigned to a CPD location any employees deemed incompetent, careless, or otherwise objectionable, or any personnel whose actions are deemed to be contrary to public interests or inconsistent with the best interests of a facility.

B. Damage and/or pilferage to CPD property and/or its contents by employees of the awardee shall be the awardee’s responsibility, and losses shall be the liability of the awardee.

C. Awardee’s employees are to be considered the employees of the awardee and not of the CPD; therefore, awardee shall comply with all federal and state tax requirements and government regulations.

X. SUBCONTRACTORS: If, in the judgment of the CPD’s Director of Purchasing, any of the awardee’s subcontractors are careless, incompetent, act contrary to instructions, violate safety or security rules, obstruct the progress of the contract’s services, fail to follow the contract’s requirements, or violate any law applicable to this contract, then, upon the Director of Purchasing’s notice, the awardee will immediately discharge or otherwise remove said contractor(s).

XI. INDEMNIFICATION. Awardee must defend, indemnify, keep and hold harmless the CPD, its Commissioners, officers, representatives, agents, volunteers and employees from and against any and all lawsuits, claims, demands, liabilities, losses, and expenses, including court costs and attorneys’ fees, for or on account of any injury to any person or any death at any time resulting from such injury, or any damage to property which may arise or which may be alleged to have arisen out of, or in connection with, the work, goods, and/or services covered by this contract. The obligation to indemnify the CPD shall survive the termination or expiration of this contract.

XII. WARRANTIES, LAWS, AND REGULATIONS. In addition to the warranties provided by law, submitter hereby expressly represents and warrants the following, when applicable:

A. That any goods and/or services to be delivered hereunder shall be in full conformity with all manufacturer and seller express warranties and that the goods and/or services shall be free from defects in material, workmanship, or performance and shall conform to the specifications, drawings, and/or samples. Submitter agrees that this warranty shall survive inspection, acceptance, and payment.

B. That no article sold and delivered hereunder shall infringe any trademark, trade name, patent, copyright, or application therefore. In the event that any article sold and delivered hereunder shall be covered by any trademark, trade name, patent, copyright, or application therefore, awardee shall indemnify and save harmless the CPD, its commissioners, officers, employees and agents from any and all loss, cost, or expense on account of any and all claims, suits, or judgments on account of the use or sale of such article in violation of rights under such trademark, trade name, patent, copyright, or application.

C. That any goods to be delivered hereunder shall be manufactured, sold, and installed in compliance with the provisions of all applicable federal, state, and local laws and regulations.

D. That any goods to be delivered hereunder shall be free and clear of all liens, claims, or encumbrances of any kind.

E. That the CPD’s Director of Purchasing has the right to inspect any material or items to be used in the carrying out of this contract, and that any material or items rejected will be replaced by the awardee at no cost to the CPD.

F. That any materials or items rejected shall be removed from CPD premises by and at the expense of the awardee within a reasonable time after the CPD has notified the awardee in writing that that the materials and / or items have been rejected.

G. That the CPD may return any nonconforming or defective materials / items, or require correction or replacement of the materials / items at the time the defect is discovered, all at the awardee's risk and expense. 64 P-12035

E. That nothing contained herein shall exclude or affect the operation of any implied warranties otherwise arising in favor of the CPD.

XIII. PROTECTION OF WORK, DAMAGES, AND REPAIRS. If applicable, awardee shall be responsible for any financial losses incurred by improper or negligent work performance at a site and shall repair or replace and pay for any replacement or damages to pavement, lawns, landscaping, new and existing structures, material, equipment, fixtures, appliances, and apparatus during the course of work, where such damage is directly due to work under this contract, or where such damage is the result of the neglect or carelessness on the part of the awardee or his employees, or on the part of the awardee’s subcontractor or his employees.

XIV. OWNERSHIP OF DOCUMENTS. If applicable, all drawings, tracings, specifications, reports, test results, models, electronic media, renderings, and all such other documents to be prepared and furnished by the awardee, including copyrights, are and shall become and remain the sole property of the CPD, whether the project for which they are made is executed or not. The CPD shall have the right to use such documents on additional projects as the CPD sees fit. If such documents are used on another project, awardee shall not be responsible for such use and shall not receive additional compensation. Without the prior written consent of the CPD, awardee shall not use any documents prepared or furnished for the project by awardee or the CPD for any use other than its performance under this agreement.

XV. PRICING AND PRICE ESCALATION

A. Pricing will be firm for the initial contract period.

B. After an extension option has been utilized, requests for increases in prices may be submitted in writing to the Director of Purchasing. Requests must be based on and include documentation of increases in the awardee’s cost that are due to (1) direct labor increases, (2) consumer price inflation index increases for appropriate supply items, or (3) if the actual usage levels of the supplies vary substantially from the given usage estimates. Such increased costs must not represent an increase for profits or other overhead. No more than one price increase will be considered during any consecutive twelve-month period. No tied increases should exceed the maximum amounts according to the Producers Index or the Consumer Price Index.

C. If the Director of Purchasing approves price increases, both the CPD and the awardee must sign a properly executed contract modification reflecting the price changes and the date on which such changes are effective. Original prices shall remain in effect until such a contract modification has been fully executed.

D. The CPD reserves the right to reject any proposed price increase and to terminate without cost the future performance of this contract.

XVI. PRICE REDUCTION. If at any time after the date of its proposal submittal for this contract, the awardee makes a general price reduction of any materials, items, or services covered by the contract to customers generally, the same price reduction shall apply to this contract for the duration of the contract period, or until such time as there are further reductions. Such a price reduction will be effective at the same time and in the same manner as the price reduction to customers generally.

XVII. PURCHASE ORDERS. A valid order exists only when a written purchase order has been issued and the following two conditions have been met:

A. A typed purchase order number appears in the designated space on the purchase order.

B. The signature of the General Superintendent or the Director of Purchasing (or designee) appears in the designated space on the purchase order.

XVIII. INVOICES. The awardee shall submit itemized original invoices in triplicate to the Comptroller’s 65 P-12035 Office, Chicago Park District, 541 North Fairbanks Court, 6th Floor, Chicago, Illinois 60611. All invoices must include the specification number, purchase order number, delivery location, description of goods, materials and/or services, quantity, unit price, extended price and invoice total. Invoices submitted without the above information shall be returned to the awardee for correction.

XIX. TAXES. As a municipal body, the CPD is not subject to Federal Excise Tax, Illinois Retailer’s Occupation Tax, Use Tax, or Municipal Retailer’s Occupation Tax. The Illinois Department of Revenue tax exemption number for the CPD is E-998-0363-02. Upon request, the Comptroller’s Office of the CPD will provide a Federal Excise Tax Exemption Certificate. The prices quoted herein shall include all other federal and/or state taxes that apply, direct and/or indirect.

XX. PAYMENT. Unless specified otherwise in the contract, the awardee will be paid monthly, beginning thirty (30) days after receipt of invoice. Subsequent payments will be made in the same manner each month in succession for the remaining term of the contract. An audit to reconcile shortage or overpayment will be done at the end of the twelve-month cycle, at which time, if necessary, adjustments will be made for the remaining length of the contract. Any additional costs incurred by the vendor, such as service calls, will be paid on a monthly basis as they arise. Payments shall be made in accordance with applicable provisions of the “Local Government Prompt Payment Act” (50 ILCS 505/I et seq.).

XXI. MODIFICATIONS, SUBSTITUTIONS, AND AMENDMENTS. The Chicago Park District may from time to time request changes in the scope of services to be performed under this contract, or it may become necessary to substitute one item for another. Such changes, including any increase or decrease in the amount of the awardee’s compensation, which are mutually agreed upon by and between the Park District and the awardee, shall be incorporated in written amendments to the contract. No changes, amendments, modifications, substitutions, cancellation or discharge of the proposed contract, or any part hereof, shall be valid unless in writing and signed by the parties hereto, or their respective successors.

XXII. DISPUTES. In the event any questions or disputes as to the meaning or requirements of anything in this contract arise, the matter shall at once be referred for consideration and decision to the General Superintendent of the Park District, who shall reduce his/her decision to writing and who shall mail or otherwise furnish a copy to the awardee(s). The decision of the General Superintendent shall be final and binding.

XXIII. DEFAULT. Time is of the essence of the contract, and if the rendering of services or the delivery of acceptable items is not completed by the time promised, the Chicago Park District reserves the right, without liability, and in addition to its other rights and remedies, to terminate the contract by notice, effective when received by the awardee, as to stated items not yet shipped or services not yet rendered, and to secure substitute materials and/or services from any other available source. The awardee shall be liable to and promptly reimburse the Chicago Park District for any difference in price, over and above the contract price, incurred by the Park District in purchasing substitute materials and/or services, from the time of non-performance to the contract expiration date. In addition to the difference in price, the awardee shall promptly reimburse the Park District for expenses in securing alternative goods, materials or services due to the awardee’s failure to meet its obligations, and for all attorney’s fees and court costs incurred to seek or enforce collection of said difference, costs, fees, and expenses, or any other amounts due the Park District. The Park District reserves the right to hold back any monies due the awardee at the time of the awardee’s inability or failure to perform, and to deduct from these funds any said difference, costs, fees and expenses.

XXIV. TERMINATION

A. Termination for Convenience: The Chicago Park District reserves the right to terminate a contract in whole or in part, without showing cause, upon giving written notice to the awardee. The Park District shall only pay for the goods delivered and accepted and/or services performed prior to the date of termination at the related contract unit prices. The awardee will not be reimbursed for any anticipatory profits that have not been earned up to the date of termination. 66 P-12035

B. Termination for Cause: Failure on the part of the awardee to fulfill contractual obligations shall be considered just cause for termination of the contract, and the Chicago Park District shall have against the awardee all remedies provided by law and equity. The Park District shall have the option of paying for services performed and/or goods delivered and accepted by the Park District that are in compliance with the requirements of the contract documents prior to the date of termination, or the Park District may return the unused or unconsumed goods to the awardee without obligation for payment thereof or for any shipping costs associated therewith.

XXV. AUDITS. The Park District reserves the right to conduct an audit, at the Park District’s expense, for a period of two (2) years after the expiration of the term of the contract. The awardee shall make all records related to the Park District activities available for audit during regular business hours.

XXVI. NON-APPROPRIATION OF FUNDS. Payment and performance obligations for succeeding fiscal periods shall be subject to the availability and appropriation of funds. In the event that no funds or insufficient funds are appropriated and budgeted in any fiscal period, the Park District will notify the awardee of such occurrence.

XXVII. SEPARATE CONTRACTS AND COOPERATIONS. The Park District reserves the right to obtain other contracts or to employ its own forces to do work adjacent to or immediately connected with services performed under this contract. Awardee shall cooperate with all other contractors and workmen employed by the Park District in such manner and to such extent as to facilitate the completion of all Park District contracts.

XXVIII. OTHER SUPPLIERS. It shall be understood and become a condition of the contract that the Chicago Park District reserves the right to secure services from other suppliers when necessary.

XXIX. CHANGE OF ADDRESS OR BUSINESS INFORMATION. The Director of Purchasing must be notified immediately of any change of address of the awardee, or change in name and/or ownership, or of any change in the awardee’s business organization as described in the Economic Disclosure Statement submitted with the proposal.

End of General Conditions

67 P-12035 SPECIAL CONDITIONS

NO SPECIAL CONDITIONS TO THE GENERAL CONDITIONS HAVE BEEN REQUESTED.

68 P-12035 NOTICE REGARDING MBE/WBE PARTICIPATION IN ALL CHICAGO PARK DISTRICT CONTRACTS

MBE/WBE PARTICIPATION IS MANDATORY.

Submitters should read and familiarize themselves with the following Compliance Conditions, which will apply to and form a part of any contract awarded as a result of this RFP. These are the conditions submitters will be agreeing to when submitting a proposal.

The proposal must include the submitter’s MBE/WBE Compliance Plan (Schedule A) and information provided by the submitter’s participating MBE and WBE firms (Schedule Bs and certification letters).

NO EXCEPTIONS.

End of Notice Regarding MBE/WBE Participation

69 P-12035 COMPLIANCE CONDITIONS REGARDING PARTICIPATION BY MINORITY- AND WOMEN-OWNED BUSINESS ENTERPRISES

These Compliance Conditions form a part of the contract documents. Failure to carry out any of the commitments contained herein shall constitute a material breach of the contract.

DEFINITIONS All terms not specifically defined in the Compliance Conditions will be governed by the definitions in the General Conditions unless the context indicates otherwise.

Broker means a person or entity that fills orders by purchasing or receiving supplies from a third party supplier rather than out of its own existing inventory, and provides no commercially useful function other than acting as a conduit between the supplier and the customer. Brokerage will not be counted toward MBE/WBE goals. Certification or “certified” means official recognition of the MBE or WBE status of a business by a public or private entity such as the City of Chicago, the Chicago Minority Business Development Council (CMBDC), the Women’s Business Development Center (WBDC), or the Small Business Administration (SBA). Commercially useful function means that a firm is responsible for the execution of a distinct element of the work of the contract and carries out its responsibilities by actually performing, managing, and supervising the work involved, or by fulfilling its responsibilities as joint venturer. To determine whether a firm is performing a commercially useful function, the Chicago Park District will evaluate the amount of work subcontracted, industry practices, and other relevant factors. Contract means any contract, purchase order, or agreement awarded by any officer or agency of the Chicago Park District, or whose cost is to be paid from funds belonging to or administered by the Park District, regardless of the source. Direct participation means the participation by an MBE or WBE as (1) the prime contractor, (2) a joint venture partner, or (3) a subcontractor of a portion of the work of the contract. Established business means a business entity which, by virtue of its size and capacity for competing in the markets in which it operates, does not need to be a participant in the MBE/WBE program in order to effectuate the purposes of the program as determined by the Park District. In general, a business entity shall be presumed to be an established business if it meets local and other nationally recognized standards for such status. Indirect participation means the participation by an MBE or WBE in ancillary aspects of the work of the contractor. Joint venture means an association of two or more businesses formed to carry out a single business enterprise for profit, and for which purposes they combine their expertise, property, capital, efforts, skills and knowledge. Local business means a business entity located within the counties of Cook, DuPage, Kane, Lake, McHenry or Will in the State of Illinois (the “Six-County Region”) which has the majority of its regular, full- time work force located within the six-county region. Minority group means any of the following racial or ethnic groups:

• African-Americans or Blacks (persons having origins in any of the Black racial groups in Africa)

• Hispanics (persons of Spanish culture with origins in Mexico, South or Central America or the Caribbean Islands, regardless of race)

• Asian-Americans (persons having origins in any of the original peoples of East Asia, Southeast Asia, the Indian subcontinent, or the Pacific Islands)

• Other groups, or other individuals, found by the General Superintendent to be socially and economically disadvantaged and to have suffered actual racial or ethnic discrimination and decreased opportunities to compete in Chicago area markets and to do business with the Chicago Park District 70 P-12035 • For purposes of contracts funded by state or federal government sources, groups found to be eligible for the designation of DBE (Disadvantaged Business Enterprise) by such governmental sources

Minority-owned business or MBE means a local business that is certifiably at least 51% owned by one or more members of one or more minority groups, or, in the case of a publicly-held corporation, a corporation in which at least 51% of the stock is owned by one or more members of one or more minority groups, and whose management and daily business operations are controlled by one or more members of one or more minority groups, and which is not an established business. Minority-owned business enterprise goal or MBE goal means the goal adopted for participation by MBEs by the Chicago Park District Code, Chapter XI, Section F. Owned means having all of the customary incidents of ownership, including the right of disposition and the sharing of all risks and profits, commensurate with the degree of ownership interest. Program means the Minority and Women-owned Business Enterprise Program enacted by Chapter XI, Section F of the Code of the Chicago Park District, and all rules, regulations, forms, and schedules promulgated thereunder. Schedules means the Schedule A and Schedule B prepared by the Park District. Women-owned business or WBE means a local business that is certifiably at least 51% owned by one or more women, or, in the case of a publicly held corporation, a corporation in which 51% of the stock is owned by one or more women, and whose management and daily business operations are controlled by one or more women, and which is not an established business. Women-owned business enterprise goal or WBE goal means the goal adopted for participation by WBEs by the Chicago Park District Code, Chapter XI, Section F.

I. POLICY: It is the policy of the Chicago Park District that members of minority groups and women participate to the maximum feasible extent in the performance of Park District contracts. During the performance of this contract, the submitter agrees that it shall not discriminate on the basis of race, color, religion, sex, national origin, ancestry, age, marital status, physical or mental disability, unfavorable discharge from military service, parental status, or sexual orientation in the solicitation for or purchase of goods or services, or the subcontracting of work in the performance of this contract.

II. COMMITMENT TO MBE/WBE PARTICIPATION

A. In order to be considered responsive, the submitter shall commit to participation of at least 25% MBE participation (“MBE goal”) and at least 5%WBE participation (“WBE goal”), and identify by category the type of work, goods, or service that will be provided by MBE/WBE firms, unless, prior to the submission of the proposal, the Park District grants a percentage reduction or a waiver through the process detailed in Section II.F below. The Director of Purchasing, subject to the approval of the General Superintendent, may extend the period for the granting of reductions or waivers in order to increase the opportunities for the participation of MBEs and/or WBEs in the performance of the contract. B. If the submitter is a certified MBE firm, the WBE requirement must still be met. If the submitter is a certified WBE firm, the MBE requirement must still be met. A business enterprise owned by a woman who is a member of a minority group may be counted on a particular contract as an MBE or a WBE, but not both. C. The total dollar value of the submitter’s MBE or WBE direct participation and indirect participation shall be counted toward the MBE and/or WBE goals. D. If the contract value is increased through a change order or contract modification, the MBE and WBE expenditures must increase proportionally.

E. The commitment to achieve the MBE goal and the WBE goal may be met by:

1. the submitter’s status as a MBE or a WBE; or

2. the submitter’s status as a joint venturer with one or more MBEs and/or WBEs. The 71 P-12035 percentage of the ownership and control of the MBE joint venturer or WBE joint venturer shall be the percentage of participation counted toward the MBE goal and/or the WBE goal. A joint venture is eligible for participation as an MBE and/or WBE, if, and only if, all of the following requirements are satisfied:

a. the MBE or WBE venturer(s) participates in the ownership, control, management responsibilities, risks and profits of the joint venture in proportion with the MBE and/or WBE ownership percentage;

b. the MBE and/or WBE venturer(s) is responsible for a clearly defined portion of the work of the contract in proportion with the MBE’s and/or WBE’s ownership percentage; and

c. the MBE and/or WBE venturer(s) actually performs with its own forces and using its own equipment, work equal to at least 75% of the value of its ownership of the joint venture.

The Director of Purchasing, in consultation with appropriate Park District staff, will evaluate the proposed joint venture agreement and all other relevant documents to determine whether these requirements have been satisfied; or

3. subcontracting a portion of the work of the contract to one or more MBEs and/or WBEs:

a. A submitter may count toward its MBE or WBE goal only participation of firms that perform a commercially useful function in the work of the contact.

b. Brokering will not be counted toward the Program’s goals. Consistent with normal industry practices, a MBE or WBE may enter into subcontracts; however, if an MBE or WBE subcontracts a significantly greater portion of the work of the contract than would be expected on the basis of normal industry practices, the MBE or WBE shall be presumed not to be performing a commercially useful function. The submitter may present evidence to rebut this presumption. Where an MBE or WBE, consistent with industry practices, intends to enter into further subcontracts totaling more than 25% of the value of the MBE’s or WBE’s subcontract, the MBE or WBE must submit all documents required by Section IV of these Conditions regarding all further subcontracts, except that reductions or waivers of the MBE goal or WBE goal need not be obtained. However, the dollar value of any work that is further subcontracted to other than MBEs and/or WBEs shall not be counted toward the attainment of the bidder’s MBE and/or WBE goals. This provision does not apply to MBEs or WBEs who represent manufacturers. Agreements between a submitter and an MBE or WBE in which the MBE or WBE promises not to provide subcontracting quotations to other submitters are prohibited.

4. the purchase of materials or services used in or related to the performance of the contract from one or more MBEs and/or WBEs; or

5. Any combination of the foregoing.

F. Reduction or Waiver of the MBE goal and/or WBE goal

The Director of Purchasing, in consultation with appropriate Park District staff, shall consider any request for a reduction or a waiver of the MBE goal and/or the WBE goal when necessary. A reduction or waiver may be granted if, among other things, the reasonable and necessary requirements of the contract render sufficient subcontracting, joint venturing or other participation of MBEs and/or WBEs unfeasible or excessively costly; or, sufficient MBEs and/or WBEs capable of providing the goods and services required by the contract are not readily available despite affirmative efforts to locate such businesses.

1. If a submitter determines that it is unable to meet the required MBE goal and/or the WBE goal through direct subcontracts, the submitter should attempt to meet the goals through indirect subcontracts.

2. In the rare instance in which indirect subcontracting also is not possible, the submitter must 72 P-12035 request a reduction or a waiver of the goal(s) prior to submission of its proposal. In order to obtain a reduction or waiver, the submitter must document its unsuccessful solicitation (as either subcontractors or joint venturers) of a reasonable number of the appropriately certified MBEs and WBEs. Documentation must include, but is not necessarily limited to: a. a detailed statement of efforts to identify and select portions of work identified in the proposal solicitation for subcontracting to or joint venturing with MBEs and WBEs; and b. a listing of all MBEs and WBEs contacted and not utilized, including:

i. names, addresses and telephone numbers of MBEs and WBEs solicited;

ii. date, time and method of contact;

iii. a statement from each contacted MBE or WBE explaining why it was not available to do the work, or a statement that the MBE or WBE did not respond; and

iv. where relevant, documentation of all prices quoted by all subcontractors.

III. COMPLIANCE WITH MBE/WBE REQUIREMENTS

A. Proposal

1. In the MBE/WBE Affidavit provided in the submittal documents, the submitter must commit to a minimum of 25% MBE and 5% WBE participation in any contract awarded to the submitter as a result of this proposal solicitation.

2. After final award approval by the General Superintendent or the Board, but prior to contract execution, the awardee will be required to complete a Schedule A (Statement of Prime Submitter Regarding MBE/WBE Utilization) and Schedule Bs (Letters of Intent from MBEs/WBEs to Perform as Subcontractor, Supplier, and/or Consultant), and supply all relevant current certification letters as set out below.

B. Prior to Contract Execution

1. Schedule A: Statement of Prime Submitter Regarding MBE/WBE Utilization. Prior to contract execution, the awardee will be required to submit a completed Schedule A committing to the utilization of each listed MBE and WBE, and any MBE and WBE joint venturer. That submitter must commit to the expenditure of a specific dollar and/or percentage amount of participation by each MBE and WBE firm. The total dollar or percentage commitment to proposed MBE firms must at least equal the MBE goal of 25%. The total dollar or percentage commitment to proposed WBE firms must at least equal the WBE goal of 5%. The submitter is responsible for calculating the dollar equivalent of the MBE and WBE goals. All commitments made in Schedule A must conform to the submitted Schedule Bs. The submitter will not be permitted to substitute another firm for the MBEs and/or WBEs listed in Schedule A, except as described in Section IV, C of these Conditions.

2. Schedule B: Letter of Intent from MBE or WBE to Perform as Subcontractor, Supplier and/or Consultant as included in the Submitter’s Schedule A. Each Schedule B must accurately detail the work to be performed by the MBE or WBE and the agreed rates and prices, and must be completed and signed by the MBE or WBE firm.

3. Letters of Certification: A copy of each proposed MBE’s and WBE’s current letters of certification (or other certification documents) must be submitted with the Schedule B. The Park District accepts certification by public or private entities such as the City of Chicago, the Chicago Minority Supplier Development Council [CMSDC], the Women’s Business Development Center [WBDC], or the Small Business Administration [SBA]. The Park District reserves the right to determine that even if an entity is certified, its inclusion in the Program does not further the Program’s purposes. The Park District – not the bidder – shall determine the adequacy of the letters of certification or other certification documents.

73 P-12035 a. A receipt for the submittal of an application for certification is not an acceptable alternative to a current certification letter.

b. The only acceptable alternative to a current certification letter is a “courtesy extension letter” from the same certifying agency.

C. Evaluation of the Schedules

If the awardee fails to meet the MBE goal and/or the WBE goal committed to in the MBE/WBE Compliance Affidavit and no reduction or waiver was granted before the proposal was submitted; or if the awardee is found to be unresponsive or uncooperative; or if false statements were made in the MBE/WBE Compliance Affidavit; or if the awardee fails to cooperate promptly with the Park District; the awardee may be deemed non-compliant and ineligible for contract execution.

IV. CONTRACT PERFORMANCE

A. MBE and WBE Utilization Reports

The awardee shall maintain records of all relevant data with respect to the utilization of MBEs and WBEs, retaining these records for a period of at least three years after expiration of the contract. The awardee shall file quarterly MBE and WBE Utilization Reports. Each MBE and WBE Utilization Report will reflect the current status of current and projected payments to MBEs and WBEs. Such reports shall include the following: the name, business address, telephone number and contact person of each MBE and WBE actually involved in the performance of the contract; a description of the work performed and/or product or service supplied by each MBE or WBE; the date and amount of each payment; and such other information as may assist the Director of Purchasing in determining the awardee’s compliance with the provisions of the Program.

B. Access to Records

During the term of the contract and for a period of three years after the expiration date of the contract, the Director of Purchasing shall have access to the awardee’s books and records, including without limitation payroll records, tax returns and records, and books of account, on five business days’ notice, to allow the Director of Purchasing to determine the awardee’s compliance with its commitment to MBE and WBE participation and the status of any MBE or WBE performing any portion of the contract. This provision shall be in addition to, and not a substitute for, any other provision allowing inspection of the awardee’s records by any officer or official of the Chicago Park District for any purpose.

C. Substitution of MBEs and WBEs Listed in the Schedules

When the awardee believes it has become necessary to substitute a new MBE or WBE in order to actually fulfill the MBE goal or WBE goal, or to complete the work of the contract, the awardee must submit to the Director of Purchasing a written request for permission to substitute a different MBE or WBE. Any substitution must receive prior approval from the Director of Purchasing. If the participation of MBEs and/or WBEs in the contract would be reduced by the substitution, the awardee must utilize MBEs and/or WBEs in other areas of the contract to meet the MBE goal and/or WBE goal, unless a reduction or waiver is granted. Such a request must include specific reasons for the proposed substitution, including an affidavit from the MBE or WBE listed in Schedule A and not utilized, stating why the MBE or WBE is unable to complete the work. Acceptable reasons include, but are not limited to, the following:

1. the MBE or WBE was found not to be able to perform the work as described in the Schedules, or was not able to perform on time;

2. the MBE or WBE was found not to be able to produce acceptable work;

3. the MBE or WBE was discovered to be improperly certified; or

4. the MBE or WBE later demands an unreasonable escalation of price. 74 P-12035

The awardee’s substitution request should include the names, addresses, and officials of any proposed substitute MBE or WBE and the dollar value and scope of work of the proposed subcontract. Such notification shall also include documents that are required for the determination of proposal compliance, including the Schedules and current certification letters. The Park District will not approve extra payment for escalated costs incurred by the awardee when a substitution becomes necessary for the awardee in order to comply with the MBE goal and/or the WBE goal.

V. NON-COMPLIANCE

The following constitute material breaches of the contract and shall entitle the Park District to declare a default, terminate the contract and exercise those remedies provided for in the contract and at law or in equity: (1) failure to satisfy the MBE goal and/or the WBE goal required by the contract; or (2) the disqualification of the MBE or WBE when such status was a factor in the contract award and was misrepresented by the submitter

A. In the event of an awardee’s non-compliance with the commitment to MBE and/or WBE participation, the awardee agrees to pay damages to the MBEs and WBEs that were underutilized due to no fault of the MBE or WBE. The unexcused reduction of MBE and/or WBE participation in connection with a contract, including any modification thereof, shall entitle the affected MBEs and WBEs to damages. The awardee agrees to submit any dispute concerning such damages to binding arbitration by an independent arbitrator, other than any department or agency of the Chicago Park District, with reasonable expenses, including attorneys’ fees and costs being recoverable by a prevailing MBE or WBE. B. In the event that an awardee is determined by the Director of Purchasing not to have been involved in any misrepresentation of the status of a disqualified MBE or WBE included in the Schedules, the Director of Purchasing may allow the awardee to discharge the MBE or WBE and, if possible, identify and engage a qualified MBE or WBE as a replacement. A MBE must be replaced by another MBE and a WBE must be replaced by another WBE, unless a reduction or waiver is granted. C. If, after notice and a hearing before the Director of Purchasing, the General Superintendent determines that an awardee or a MBE or WBE has made fraudulent misrepresentations to the Director of Purchasing regarding the utilization of MBEs or WBEs, or has colluded with another making such fraudulent misrepresentations, the awardee or MBE or WBE shall be disqualified from contracting or subcontracting on additional contracts with the Park District for a period of three years. D. The consequences provided herein shall be in addition to any other criminal or civil liability to which such entities may be subject. The General Superintendent, through the General Counsel of the Park District, shall inform the appropriate law enforcement officers of instances of fraudulent misrepresentation and collusion.

End of Compliance Conditions

75 P-12035 INSURANCE REQUIREMENTS STANDARD RFP

RATING OF INSURANCE COMPANIES

The insurance company or companies providing the required coverage during the entire term of the contract shall be satisfactory to the Chicago Park District and shall carry a minimum policyholder rating of not less than “A” as listed in Best’s Key Rating Guide.

CERTIFICATES OF INSURANCE

The awardee shall furnish to the Department of Purchasing, Chicago Park District, 541 North Fairbanks Court, 3rd Floor, Chicago, IL, 60611, original certificates of insurance evidencing the required coverage, in force on the effective date of this contract, and renewal certificates of insurance or some such similar evidence if the coverage has an expiration or renewal date occurring during the term of the contract.

The receipt of any certificate does not constitute agreement by the Chicago Park District that the insurance requirements for the contract have been fully met or that the insurance policies indicated on the certificate are in compliance with all of the contract requirements. The failure of the Chicago Park District to obtain certificates or other insurance evidence from the contractor shall not be construed as a waiver of the requirements by the Chicago Park District.

NAMED INSURED

Except for Workman’s Compensation and Professional Liability, the awardee shall make the Chicago Park District, its Commissioners, Board members, officers, agents, and employees, individually and collectively, an additional insured. TYPES AND LIMITS

Worker’s Compensation Insurance and Employer’s Liability insurance: in accordance with the laws of the State of Illinois, with statutory amounts covering all employees who are to provide a service under this agreement, with limits of not less than $500,000 for each accident or illness.

Commercial General Liability Insurance: on an occurrence basis or equivalent with limits of not less than $1,000,000 per occurrence, combined single limit, and $2,000,000 aggregate, including but not limited to bodily injury, personal injury, property damage, products/completed operation, contractual liability, cross liability and severability of interest. The Chicago Park District is to be named as an additional insured.

Automobile Liability Insurance: When any motor vehicles are used in connection with work to be performed under this contract, the awardee or his subcontractors (if any) shall provide $1,000,000 combined single limit per occurrence for bodily injury and property damage. Hired and non-owned vehicle coverage is to be included with any owned vehicle coverage. The Chicago Park District is to be named as an additional insured.

Professional Liability Insurance: with limits of liability no less than $1,000,000.

Excess (Umbrella) Liability Insurance: with limits of liability no less than $5,000,000.

PROVISIONS

1. Awardee shall advise all insurers of the contract’s provisions regarding insurance.

2. Awardee’s insurance is to be placed with insurers authorized to do business in the State of Illinois and with a Best’s rating of no less than A, covering all operations under this contract. Exceptions to this provision are only at the discretion of the Chicago Park District’s Director of Risk Management.

3. Awardee’s insurance coverage shall be primary insurance as respects the Chicago Park District, its 76 P-12035 officers, officials, employees and volunteers. Further, the awardee agrees that insurers shall waive all rights of subrogation against the Chicago Park District.

4. Submitter expressly understands and agrees that any insurance protection furnished by the submitter hereunder shall in no way limit its responsibility to indemnify and save harmless the Chicago Park District under the provisions of the contract.

5. Any insurance or self-insurance maintained by the Chicago Park District, its officers, officials, employees or volunteers shall not contribute to the awardee’s insurance. The Chicago Park District shall have no responsibilities whatsoever to awardee with respect to any insurance coverage, its procurement, or the absence thereof.

6. The awardee’s insurance shall provide for sixty (60) days prior written notice to be given to the Director of Risk Management in the event coverage is substantially changed, suspended, voided, canceled, or not renewed.

7. Submitter shall furnish separate certificates and endorsements for each subcontractor. Coverage for subcontractors shall be subject to all of the requirements stated herein.

8. The Chicago Park District reserves the right to modify, delete, alter or change these requirements.

End of Insurance Requirements

77 P-12035 PROPOSAL EXECUTION

NOTICE

A person or persons legally authorized to bind the submitter to a contract must sign the proposal.

IF THE SUBMITTER IS A CORPORATION

The proposal shall be signed in the name of the corporation by the President of the company and shall be properly notarized. The proposal shall show the state in which the corporation is chartered. If it is a foreign corporation, the proposal shall show whether or not it is licensed to transact business in Illinois.

If someone other than the President signs the Chicago Park District requires the inclusion of satisfactory evidence (copies of corporate bylaws, resolutions, or power of attorney) that the person signing the proposal is properly authorized to execute contracts.

IF THE SUBMITTER IS A PARTNERSHIP OR LIMITED LIABILITY COMPANY

The proposal shall be signed in the name or style under which the organization is doing business, by all of the partners or members, unless one partner or member has been authorized to sign for the partnership or limited liability company in which case evidence of such authority satisfactory to the Director of Purchasing must also be submitted.

IF THE SUBMITTER IS AN INDIVIDUAL OR SOLE PROPRIETOR

The proposal shall be signed by the individual or sole proprietor, or by an appointed representative stating the name under which he/she is doing business.

If signing is by appointed representative his or her power of attorney or other authorization must be stated and provided.

End of Proposal Execution

78 P-12035

PROPOSAL CONTENTS

The proposal must contain the following:

1. FORMS, in the following order:

a. SIGNATURE PAGE (Receipt by the submitter of addenda or supplements to this RFP must be acknowledged on the proposal’s Signature Page.) b. ECONOMIC DISCLOSURE STATEMENT & AFFIDAVIT c. FINANCIAL STATEMENT d. LEGAL ACTIONS e. SELF-PERFORMANCE AFFIDAVIT f. SUBCONTRACTOR FORM g. VENDOR REFERENCES FORM (Reference letters may be included. If the submitter is a joint venture, a completed Vendor’s References Form is required for both firms.) h. SUSTAINABILITY STATEMENT i. MBE/WBE SCHEDULE A, SCHEDULE B(s), and CERTIFICATION LETTERS

2. CERTIFICATIONS AND LICENSES: Provide a copy of

a. Your firm’s state Certificate of Incorporation (if organized as a corporation) b. Your firm’s insurance certificate (or Letter of Insurability from the insurance carrier, evidencing the coverage and limits required for this contract) c. Any/all of the firm’s licenses that are required by the State of Illinois or City of Chicago to perform this type of work

3. PROPOSAL, in the following order:

a. DESCRIPTION OF SUBMITTER: Provide a detailed description of the firm, but if the submitter is a team, then provide the information below for the team as a whole and each team member. Include the following in the description: (1) number of years in business and history; (2) the overall number of employees and their responsibilities; (3) an overview of all the services provided; and (4) any other relevant information.

b. CAPACITY TO PERFORM: Provide a summary of current and future projects and commitments and include projected completion dates. Describe how any uncompleted projects and/or contractual commitments to other clients will affect your ability to deliver the services required in this RFP. For each current and future project, identify the percentage of the services that will be performed by your firm and the percentage of the work that will be subcontracted to other firms.

c. EXPERIENCE

1) Overview

Provide a description of your experience in providing services of a comparable scope and magnitude to those identified in the Detailed Scope of Services. In the description include: (i) a list of all facilities that you currently manage and operate; (ii) the date you commenced managing and operating the facilities; (iii) the location and name of each facility; (iv) the type of each facility managed (e.g. convention center, arena, NFL stadium, MLB stadium, college stadium, soccer stadium, etc.); (v) general 79 P-12035 description of each facility (e.g. number of seats, number of suites, square feet of the facility, parking spaces, etc.); (vi) overview of the services provided; and (vii) any other relevant information that describes your experience.

2) Specific

In addition to the above provide detailed information regarding your experience in managing and operating a multi-use facility of comparable size and magnitude to Soldier Field, a NFL facility is preferred. For the purposes of items 2), a)-k) below, “facility” means either an NFL or a comparable facility (e.g. MLB, MLS, NCAA, NBA, NHL) you manage and operate.

Identify the name and location for the facility that you will provide the following detail regarding specific aspects of your experience:

a) Natural Turf Field Maintenance: Provide detail regarding your experience in maintaining natural turf fields. Information to include:

(i) Name of each facility, location, type of facility (e.g. NFL stadium, MLB stadium, MLS stadium, college stadium, minor league stadium, golf course, etc.) where you maintain natural turf field(s). (ii) Identification of the individual(s) or firm(s) responsible for managing the care and maintenance of the fields. Also, include their name and title of the person(s) (e.g. groundskeeper) and their experience. (iii) Years of experience your firm has in maintaining natural turf fields. (iv) The size of each field. (v) Type of grass at each facility. (vi) Standards you follow to maintain the fields.

b) Event Operations – Bears Game Day: Provide a sample staffing plan for a typical game day operation at the facility. Detail that this staffing plan must show includes but is not be limited to all:

(i) Management staff including titles, responsibilities, number of persons per title and overall for each responsibility, start times and end times. (ii) Operations staff (e.g. custodial, security, parking, medical, concessions, etc.) including titles, responsibilities, number of persons per title and overall for each responsibility, start and end times. (iii) Copy or summary of game day audits for last 5 years from the governing body of the facility (e.g. MLB, MLS, NCAA, NBA, NFL, NHL, Public Agency, Trade Association)

c) Event Operations – Non-Bears Game Day Major Event: Similar to item b directly above, provide a sample staffing plan for a non-game day major event (e.g. concert, soccer game, etc.). If this staffing plan is the same as that for item b above then provide a statement indicating that it’s the same.

d) Revenue and Operating Expenses: Provide detail regarding the revenue and operating expenses at the facility. Detail must include:

(i) Monthly and annual reports of revenue and expenses for the past 5 years. (ii) Itemize and explain each revenue and expense line.

e) Advertising, Marketing and Booking Events: Provide detail regarding the marketing and booking initiatives undertaken promote and generate revenue at the facility. Include the following:

(i) Number of events booked annually and monthly for the past 5 years. 80 P-12035 (ii) Type of events (e.g. concert, soccer game, corporate party, wedding, job fair, etc.). Regarding concerts, soccer games, and other big events identify the artist, teams, and participants. (iii) Amount of revenue generated by each event

(iv) Identify the individual(s) or firm(s) responsible for booking the events (e.g. your staff or third party) and if a third party then identify that person or firm. (v) Any other relevant information.

f) Sponsorship and Business Agreements: Provide detail regarding the sponsorship and business agreements (e.g. naming rights, preferred vendors, exclusive providers, business partners, ticket provider, etc.) at the facility. Include the following:

(i) List of all sponsorship and business agreements at the facility. (ii) Detail to provide for each agreement includes - Name of the vendor. - Length of the agreement. - Summary of the services. - Amount of revenue generated by each agreement - Aggregate amount revenue generated annually by the agreements. (iii) Identify the individual(s) or firm(s) responsible for pursuing and negotiating the sponsorship and business agreements (e.g. your staff or third party) and if a third party then identify that person or firm. (iv) Any other information that is relevant.

g) Facility Maintenance and Capital Improvements: Provide detail regarding your maintenance of the facility and management of capital improvements including:

(i) Identification of the individual(s), name(s) and title(s), responsible for managing the maintenance of the facility. Also mention whether they are your staff or from a third party. If they’re from a third party, then identify the name of the third party. (ii) Describe the plan to manage capital improvements at the facility and include: - An overview of the capital planning process at the facility. - List for the past 5 years, the capital improvements you managed at the facility. - Provide a summary description of each capital improvement, the start and end dates for each project, and the dollar amount of each project. - Identify the person(s) or firm responsible for managing capital improvements at the facility.

h) Green Initiatives: Provide detail regarding the initiatives you implemented to reduce the carbon footprint and negative environmental impact of the facility, including: (i) Describe the initiatives implemented at the facility. (ii) If the facility is LEED certified, then provide additional detail including: - Identification of the person(s) who prepared and filed the application and whether they work for your firm or a third party. If they worked for a third party then also identify that firm. - Type of LEED certification initially requested and granted. - Date initial LEED certification granted - If the facility has been re-certified as a LEED facility, then give the dates when the re-certification(s) were granted, the type of LEED certification(s) granted, and describe the steps taken to 81 P-12035 maintain certification.

i) Green Initiatives - Other Facilities: Similar to item h directly above, provide the same information regarding the other facilities you manage.

j) Training: Provide detail regarding the training that your staff is required to complete (e.g. league mandated, fire and safety, etc.). Include an identification of who or which titles are required to complete training and the frequency.

k) Customer Service: Provide detail regarding the customer service program required for your staff. Also, if your program includes “mystery shopper” reports or customer service surveys, then provide a summary of these reports for the past 5 years.

2) If the submitter is a joint venture, then a description for each member of the joint venture is required.

d. ORGANIZATION CHART: Submit an organization chart for each facility which clearly illustrates all entities (e.g. joint venture partners, if any, subcontractors) and their relationship in terms of proposed services, and key personnel involved. Include the following information in the chart:

1) Identification not only of the proposed organizational structure but also the key personnel by name and title.

2) Description of the specific role or responsibility of each entity in the team or joint venture.

e. KEY PERSONNEL: Provide résumés of lead personnel and/or those likely to be assigned to the each facility, including: (i) the General Manger; (ii) the person responsible for facility maintenance; (iii) the person responsible for advertising, marketing, and booking events; (iv) the person responsible for sponsorships and business agreements; (v) the Groundskeeper or person who will be responsible for maintaining the natural turf field at Soldier Field; and (vi) other personnel that you identify as key that will be assigned to Soldier Field. Identify personnel by facility.

f. IMPLEMENTATION PLAN: The submitter shall describe how it will satisfy management and operations responsibilities at each facility.

Project Approach

The sports facilities are important, flagship facilities for the CPD, and the CPD would like a manager who can maintain and enhance this status. The submitter will describe its approach to the project and how it will meet these requirements and the goals and objectives mentioned at p. 10. Additionally, the submitter should describe how it monitors the latest trends and innovations in the stadium management field, and how it proposes to keep the sports facilities at the forefront this industry. Also, describe your approach to the project so that the CPD can clearly understand the manner in which the proposer would proceed if awarded this contract. Address how the submitter would staff and manage resources.

Operations – Soldier Field Complex and Surrounding Parkland

1) Maintenance and Custodial Services. Provide a description as to how it will satisfy maintenance and custodial responsibilities in a cost-effective and efficient manner, including whether the work is to be performed by its own staff or through contracted services.

2) Field and Surrounding Parkland Landscape Maintenance. Provide a description as to how it will satisfy the field and surrounding parkland landscape 82 P-12035 maintenance responsibilities, including whether the work is to be performed by its own staff or through contracted services.

3) Green Initiatives. Provide a description of day-to-day procedures to be implemented that will decrease the carbon footprint and negative environmental impact of the Soldier Field complex. Additionally, describe in detail eco-friendly, renewable energy measures that could be implemented at Soldier Field and the surrounding parkland (e.g. solar, wind, re-use of rain water). The submitter shall provide a description of an energy conservation program designed to reduce utility expenses at the Soldier Field complex.

4) ADA Compliance. Provide a description as to how it will satisfy the field and surrounding parkland landscape maintenance responsibilities, including whether the work is to be performed by its own staff or through contracted services.

5) Security and Crowd Control. Provide a description regarding how you will satisfy the security and crowd control responsibilities. Include a statement agreeing to continue implementing the current Soldier Field security and crowd control plans, which include interaction with the City (including the Police Department, Fire Department, and Office of Emergency Management and Communications) and CPD management, and which are generally described in the Detailed Scope on p. 21 and pp. 26-27. Indicate whether the work is to be performed by submitter’s own staff or through contracted services.

6) Parking Facilities and Traffic Management. Describe how it will satisfy parking facility and traffic management responsibilities, indicating whether work is to be performed by its own staff or through contracted services.

7) Event Operations. Describe how it will satisfy the event operations responsibilities, including an indication of whether the work is to be performed by its own staff or through contracted services and what component of the work will be performed by the submitter and its subcontractors.

Provide sample staffing plans for major events, including Bears games, concerts, and soccer games, as discussed at pp. 24-27. Include:

a) Detailed descriptions of the service provider and the resumes of key personnel.

b) Number of persons required for operations (e.g. janitorial/custodial, security).

c) Start and end times for each position.

8) Capital Management, Planning, and Improvements.

a) The submitter shall provide an analysis of the adequacy and sufficiency of the Capital Improvements Program set forth in Exhibit 6. The submitter shall identify and estimate the cost of any suggested additional capital improvement and shall describe means of financing such additional improvements.

b) The submitter shall also provide a proposed three-year capital improvement program for the Soldier Field complex and the surrounding parkland. Such program should take into account the Capital Improvement Fund which the ISFA is obligated to provide pursuant to the Operation Assistance Agreement. The submitter should also consider the rights that the Chicago Bears have under the Bears POA with respect to the implementation of any capital improvements.

Management – Soldier Field Complex and Surrounding Parkland 83 P-12035

1) Financial Procedures: Provide a narrative description of the financial procedures that it plans to develop and implement to (a) ensure cash and revenue controls and accountability, and (2) maximize revenue and minimize costs.

2) Booking, Marketing, and Permitting Events: Describe your marketing, permitting, and booking approach for the Soldier Field complex and the surrounding parkland, including how such marketing and promotion will facilitate achieving the goals set forth on pp. 29-31. The submitter should also describe in detail its overall plan for marketing the skyboxes, club seats, and club lounge area of the stadium. In preparing such marketing plan, the submitter should consider the Chicago Bears marketing rights under the Bears POA (Exhibit 3). Also discuss whether the work will be performed by your own staff or through contracted services. Lastly, provide a sample list or description of the type of events that you may book and permit at the facility.

3) Customer Service: Describe its approach to (a) monitoring / measuring / improving the quality of fan experience during both Bears games and non-Bears events, and (b) insuring good relationships with the CPD, the general public, the museums, and the City. Also describe customer service training you require for your staff and employees.

4) Sponsorships and Business Agreements: Describe its approach to the development of advertising relationships and sponsorships. Indicate whether the work is to be performed by its own staff or through contracted services. Also, provide a sample list or description of the type of sponsorship and advertising initiatives that you may implement.

5) Vendor Negotiations and Procurement: Provide a narrative description of the procedures and personnel that will be used to satisfy these negotiations and procurement responsibilities.

6) Personnel: Provide a description of:

a) The submitter’s hiring policies, particularly with respect to achieving diversity in the work force

b) The submitter’s dress code and uniforms.

c) A narrative description of which services will be contracted out and which services will be performed by its own staff, and how it will satisfy the applicable MBE/WBE conditions set forth in the Compliance Conditions beginning on page 69.

7) Revenue Enhancement: Based on the information provided in this RFP, including the exhibits, provide ideas regarding how the revenue from the facilities can be increased (e.g. events, operations, savings, efficiencies, etc.)

Transition – Soldier Field Complex and Surrounding Parkland

Describe how the submitter would take over the management and operation of the facility.

Dedicated Resources – Soldier Field Complex and Surrounding Parkland

Describe any facilities, equipment, services, and other assets or resources that the submitter would bring to the contract and make available.

Operations – McFetridge Sports Center

84 P-12035 1) Maintenance and Custodial Services: Provide a description as to how it will satisfy maintenance and custodial responsibilities in a cost-effective and efficient manner, including whether the work is to be performed by its staff or through contracted services.

2) Capital Management, Planning, and Improvements: Provide a description as to how it will satisfy the capital management, planning and improvement responsibilities.

3) Green Initiatives: Provide a description of day-to-day procedures to be implemented that will decrease the negative environmental impact of the McFetridge Center. Additionally, describe in detail eco-friendly, renewable energy measures that could be implemented at the McFetridge Center (e.g. solar, wind, re-use of rain water). The submitter shall provide a description of an energy conservation program designed to reduce utility expenses at the McFetridge Center.

Management – McFetridge Sports Center

1) Financial Procedures: The submitter shall provide a narrative description of the financial procedures that it plans to develop and implement to (a) ensure cash and revenue controls and accountability, and (2) maximize revenue and minimize.

2) Marketing, Permitting, and Booking Events: The submitter shall describe its marketing, permitting, and booking approach for the McFetridge Center, including how such marketing and promotion will facilitate achieving the goals set forth on p. 10. Also discuss whether the work will be performed by your own staff or through contracted services. Lastly, provide a sample list or description of the type of events that you may book and permit at the facility.

3) Programming: The submitter shall describe its approach to programming at the McFetridge Center.

4) Concession and Vendor Management: The submitter shall describe its approach to managing the concessions and vendors at the McFetridge Center.

5) Customer Service: The submitter shall describe its approach to (a) monitoring / measuring / improving the quality of patron experience at the McFetridge Center and (b) insuring good relationships with the CPD, the general public, and the City.

6) Sponsorships and Business Agreements: The submitter shall describe its approach to the development of advertising relationships and sponsorships. Indicate whether the work is to be performed by its staff or through contracted services. Also, provide a sample list or description of the type of sponsorship and advertising initiatives that you may implement.

7) Personnel: The submitter shall provide:

a) A description of its hiring policies, particularly with respect to achieving diversity in the work force

b) A description of the submitter’s dress code and uniforms.

c) A narrative description of which services will be contracted out and which services will be performed by its staff, and how it will satisfy the applicable MBE/WBE conditions set forth in the Compliance Conditions beginning on p. 69.

85 P-12035 8) Revenue Enhancement: Based on the information provided in this RFP, including the exhibits, provide ideas regarding how the revenue from the facilities can be increased (e.g. events, operations, savings, efficiencies, etc.)

Dedicated Resources Services – McFetridge Sports Center

Describe any facilities, equipment, services, and other assets or resources that the submitter would bring to the contract and make available.

Operations – Baseball Stadium at Devon and Kedzie

1) Maintenance and Custodial Services: Provide a description as to how it will satisfy maintenance and custodial responsibilities in a cost-effective and efficient manner, including whether the work is to be performed by its own staff or through contracted services.

2) Landscape Maintenance: Provide a description as to how it will satisfy the landscape maintenance responsibilities, including whether the work is to be performed by its own staff or through contracted services.

3) Green Initiatives: Provide a description of day-to-day procedures to be implemented that will decrease the negative environmental impact of the stadium. Additionally, describe in detail eco-friendly, renewable energy measures that could be implemented at the stadium (e.g. solar, wind, re-use of rain water). The submitter shall provide a description of an energy conservation program designed to reduce utility expenses at the stadiums.

Management – Baseball Stadium at Devon and Kedzie

1) Financial Procedures: The submitter shall provide a narrative description of the financial procedures that it plans to develop and implement to (a) ensure cash and revenue controls and accountability, and (2) maximize revenue and minimize.

2) Marketing, Permitting, and Booking Events: The submitter shall describe its marketing, permitting, and booking approach for the stadium, including how such marketing and promotion will facilitate achieving the goals set forth on p. 10. Also discuss whether the work will be performed by your own staff or through contracted services. Lastly, provide a sample list or description of the type of events that you may book and permit at the facility.

3) Customer Service: The submitter shall describe its approach to (a) monitoring / measuring / improving the quality of the patron experience at the stadium, and (b) insuring good relationships with the CPD, the general public, and the City.

4) Sponsorships and Business Agreements: The submitter shall describe its approach to the development of advertising relationships and sponsorships. Indicate whether the work is to be performed by its own staff or through contracted services. Also, provide a sample list or description of the type of sponsorship and advertising initiatives that you may implement.

5) Vendor Negotiations and Procurement: Provide a narrative description of the procedures and personnel that will be used to satisfy these negotiations and procurement responsibilities.

6) Personnel: The submitter shall provide:

a) A description of its hiring policies, particularly with respect to achieving diversity in the work force

86 P-12035 b) A description of the submitter’s dress code and uniforms.

c) A narrative description of which services will be contracted out and which services will be performed by its staff, and how it will satisfy the applicable MBE/WBE conditions set forth in the Compliance Conditions beginning on p. 69.

7) Revenue Enhancement: Based on the information provided in this RFP, including the exhibits, provide ideas regarding how the revenue from the facilities can be increased (e.g. events, operations, savings, efficiencies, etc.)

Dedicated Resources Services – Baseball Stadium at Devon and Kedzie

Describe any facilities, equipment, services, and other assets or resources that the submitter would bring to the contract and make available.

4. FINANCIAL PROPOSAL

DO NOT recreate, reformat, or otherwise alter the financial proposal document provided in this RFP. Use “AS IS.”

End of Proposal Contents

87 P-12035 PROPOSAL PACKAGING AND DELIVERY

YOUR PROPOSAL SHOULD HAVE FOUR (4) SECTIONS, AS LISTED ON PP. 78-86.

1. FORMS

2. CERTIFICATIONS AND LICENSES

3. PROPOSAL

4. FINANCIAL PROPOSAL

COPYING THE PROPOSAL

A. Original

Before the original (of all four sections) is signed, make one copy. Have both the original and the copy signed (see Proposal Execution, p. 77). Both must have original signatures. These will be the two (2) required originals. Mark each as “ORIGINAL.”

B. Copies

(1) Make six (6) copies of the signed original of Section 1 - Forms, Section 2 - Certifications and Licenses, and Section 3 - Proposal for a total of six (6) sets. These copies also may be provided as six (6) CDs (NOT DVDs) or removable drive.

(2) Make six (6) copies of the signed original of Section 4 - Financial Proposal. These copies also may be provided as six (6) CDs (NOT DVDs) or removable drive.

PACKAGING THE PROPOSAL

A. Originals

(1) Package the two signed originals together into one package. Do not use comb or spiral binding on originals. Binder clips are acceptable.

(2) Clearly label the package “ORIGINALS” and add your firm’s name.

B. Copies

(1) Package together the six (6) sets of copies (or CDs) of Section 1 - Forms, Section 2 - Certifications and Licenses, and Section 3 - Proposal. Clearly label the package “Forms and Proposal for P-12035” and add your firm’s name.

(2) Package together the six (6) copies (or CDs) of Section 4 - Financial Proposal. Clearly label the package “Financial Proposal for P-12035” and add your firm’s name.

C. Total Proposal Submittal

The one package of two originals and the two packages of copies must be sealed in or secured as one package or box.

(1) The submittal package or box must be clearly marked with the specification title and number and the proposal due date. Do not put your company’s name and address on the submittal package.

(2) If you submit your proposal via a delivery service (U. S. Mail, FedEx, UPS, DHL, etc.) you must indicate on the package that it is a proposal. The package must be clearly marked 88 P-12035 with the specification title and number and the proposal due date.

DELIVERING THE PROPOSAL

A. Deliver the proposal to the Department of Purchasing, 3rd floor, on or before the due date and time specified.

(1) The submitter is responsible for ensuring timely delivery to the Department of Purchasing.

(2) Proposals sent via United States mail or other delivery service will be considered only if they are received in the Department of Purchasing before the specified time on the due date. The CPD does not guarantee that proposals received in the building by mail or other delivery service will be delivered to the Department of Purchasing before the 3:00 p.m., c.s.t. deadline.

(3) The Department of Purchasing's clock controls the time, not the submitter's.

B. LATE PROPOSALS WILL NOT BE ACCEPTED.

End of Proposal Packaging and Delivery

89 P-12035 EVALUATION AND SELECTION PROCESS

In general terms, the evaluation / selection process has three phases.

PHASE I – Responsiveness and Compliance

The Department of Purchasing (“Purchasing”) initially reviews each proposal received to determine whether or not the proposal is: (1) responsive to the requirements of the RFP, and (2) compliant with the CPD’s MBE/WBE goals.

Responsiveness: The proposal should contain all required and appropriately signed forms, information, documents, and certifications listed in sections 1, 2, and 3 of the Proposal Contents section on p. 78, and, for comparative purposes, the completed forms must be those supplied in this RFP. The CPD will not accept any reformatted or re-created versions of these forms.

A proposal may be deemed non-responsive and eliminated from consideration if any of the following occur: 1. The Signature Page is not signed. 2. Someone other than the President of your firm signs the Signature Page, and you do not include acceptable legal proof that the signer is authorized to bind your firm to a contract. 3. Addenda are issued, and you fail to acknowledge receipt of the addenda on the Signature Page. 4. You do not submit the required four-part proposal. 5. You do not submit the completed financial proposal. 6. Any other required documents are lacking.

Compliance: In addition to reviewing the Schedule A, Schedule Bs, and certification letters for completeness and accuracy, Purchasing will consider the percentage, relevancy, and quality of participation by certified local MBE and WBE firms.

A proposal will be deemed non-responsive and eliminated from consideration if the following occurs:

You do not provide a completed and signed Schedule A showing 25% MBE and 5% WBE participation; Schedule Bs for each MBE and WBE firm named on that Schedule A; and current certification letters for those firms

PHASE II - Evaluation

The Evaluation Committee (“EC”) is chaired by Purchasing (non-voting) and is typically composed of CPD staff. It is also possible for an EC to include outside parties as either voting or non-voting members.

The EC has the sole responsibility and power to determine the qualifications and capabilities of the submitter, the reasonableness of the financial proposal and/or fee schedule, and other factors.

All responsive and compliant proposals, without the separately packaged financial proposals, are forwarded to the EC. The EC first evaluates the proposals on merit alone. After the merit review, the corresponding financial proposals are distributed and evaluated. Once the EC has the initial results of the combined merit and financial scores, they have several options, they may: (1) recommend for award the top-scoring firm; (2) reject one, some, or all proposals; (3) ask one, some, or all submitters to clarify information contained in their proposals, or to supply more detail; (4) invite one, some, or all submitters to appear before the committee for oral presentations or demonstration; (5) ask one or more submitters to provide a best and final offer; or (6) any combination of 3 through 5.

If the EC exercises any or all of options 3-5 described above, they are implemented by Purchasing. Also, the information gathered from items 3-5 will be read together with the other contents of the proposal. Though they are not scored individually, they can impact the points allocated to the evaluation criteria.

90 P-12035

The CPD also reserves the right to negotiate the specifications, terms, and conditions with any submitter, if necessary or appropriate to accomplish the purpose of this RFP. Exercising this right to negotiate is not a commitment on the part of the CPD to award the contract to the participating submitter. Any supplemental information or other submissions provided by the submitter during discussions or negotiations will be held, by the CPD, as contractually binding.

Evaluation Criteria

1. Experience Weight – 25% Description - The submitter must be an established company whose experience demonstrates it has the know-how, ability, and capacity necessary to perform the services required by the RFP. The experience also demonstrates the submitter understands the nature and magnitude of the services required by the RFP. Further, the submitter, and team members, must have good past and present experience performance including quality of services and compliance with any performance schedules. Further, whether the submitter has experience managing and operating facilities of comparable scope and magnitude will be taken into account. The CPD may solicit relevant information concerning the submitter’s record of performance from current and previous clients, or from any other available sources. If applicable, the submitter must possess all appropriate licenses and certifications that are issued by the various agencies pertaining to its particular business.

2. Implementation Plan Weight – 30% Description - The submitter’s overall approach, strategy, methodology, and understanding of the project are clear and comprehensive. The implementation plan demonstrates the submitter’s ability and capacity to provide all services described in the RFP and achieve the project’s goals effectively, efficiently, and in a timely manner in accordance with any schedules and the specifications. Lastly, whether the implementation plan presents new, unique, or interesting approaches to the operations and management responsibilities discussed in the RFP will be considered.

3. Personnel Weight – 20% Description - Key personnel assigned or committed to this project and their professional qualifications and experience in performing similar services.

4. Financial Proposal Weight – 25% Description – There are four required components: (i) the management fee proposed for each sports facility; (ii) the aggregate annual management fee retainage; (iii) the annual capital improvement contribution; and (iv) financial resources (e.g. funds to support the respondent’s services such as a promotions fund to underwrite events). The components will be evaluated to determine the best interest of the CPD.

The following criteria 5-8 are neither weighted nor will they be individually scored. Instead, the information provided in the proposal that is related to them will be read together with the other contents of the proposal. Accordingly, this may impact the points allocated to criteria 1-4. Furthermore, depending upon the contents of the information received regarding criteria 5-8, the proposal may be removed from consideration.

5. Financial Stability. The proposer must be financially stable in order to ensure performance over the duration of the contract.

6. Legal Actions. Whether any legal actions are identified against the proposer and any division, subsidiary or parent company of the proposer, or against any member or partner of the proposer if the proposer is a business entity other than a corporation.

91 P-12035 7. Debt and Default. No proposal will be accepted from, or contract awarded to, any person, business or corporation that is in arrears or is in default with the CPD upon any debt of contract, or that is defaulter, as surety or otherwise, upon any obligation to said CPD, or has failed to perform faithfully on any previous contract with the CPD.

8. Conflicts of Interest. The EC will consider any information that may indicate any conflicts (or potential conflicts) of interest which might compromise the proposer’s ability to satisfactorily perform the proposed services or undermine the integrity of the competitive procurement process. If any arise the proposer may be removed consideration.

Failure to disclose information pertinent to criteria 5-8 above may result in removal of the proposal from consideration.

PHASE III - Selection

Recommendation of Award: At the end of their evaluation, Purchasing will tabulate the final aggregate scores and present the result to the EC. The EC will recommend the highest ranking proposer for award. Their recommendation will be forwarded to the General Superintendent and CEO and/or Board of Commissioners of the Chicago Park District for review and final approval of the contract award.

End of Evaluation and Selection Process 92 P-12035 PROPOSAL SUBMITTAL FORMS

REMOVE AND COMPLETE ALL FORMS. SIGN AND NOTARIZE WHERE REQUIRED.

ADD OTHER DOCUMENTS LISTED ON PAGES 78-86.

CAUTION YOUR PROPOSAL MAY BE DEEMED NON-RESPONSIVE IF ANY OF THE FOLLOWING OCCUR:

►The Signature Page is not signed◄

►Someone other than the President of your firm signs the Signature Page, and you do not include acceptable legal proof that the signer is authorized to bind your firm to a contract◄

►Addenda are issued, and you fail to acknowledge receipt of the addenda on the Signature Page◄

►You do not submit the required two-part proposal◄

►You do not submit the completed financial proposal form(s)◄ 93 P-12035 SIGNATURE PAGE

This submission is to be completed and executed in accordance with the stated provisions.

If someone other than the President signs, submit a copy of the company's by-laws, a resolution, or power of attorney demonstrating that person's authority to bind the company contractually.

The undersigned hereby certifies that they have read and understand the contents of this solicitation and agree to furnish at the prices shown any or all of the services or items stated herein, subject to all instructions, terms, conditions, schedules, specifications and attachments hereto, except only to the extent that the submitter has taken express written exception in this proposal. Failure to have read and understood all of the provisions of this solicitation shall not be cause to alter the resulting contract or request additional compensation. Submitter agrees that this proposal shall be good and may not be modified or withdrawn for a period of 120 calendar days after the scheduled closing time for receipt of proposals.

Criminal Code: By signing this document, the submitter hereby certifies that they are not barred from submitting a proposal for this contract as a result of engaging in or being convicted of: (a) bid-rigging in violation of Section 3; or (b) bid rotating in violation of Section 4, of the Illinois Criminal Code of 1971, as amended (720 ILCS, 5/33E-3 and 4), or any similar offenses of any state of the United States. A submitter who makes a false statement material to this certification commits a Class 3 felony.

Anti-Collusion: The submitter of this proposal hereby certifies that such proposal was not made in the interest of or on behalf of any undisclosed person, partnership, company collusive or sham, and that said has not been a party to any agreement or collusion among submitters or prospective submitters in restraint of freedom of competition by agreement to propose a fixed price, or otherwise, or to refrain from proposing, and has not, directly or indirectly, by agreement, communication or conference with anyone, attempted to induce action prejudicial to the interest of the Chicago Park District or of any submitter or anyone else interested in the proposed contract.

Business Organization:  Sole Proprietor  Partnership  Limited Liability Company  Corporation; State of Incorporation:

Submitter: (Print or Type Name of Business) Signature: Date: (Written Signature of President or Authorized Officer/Representative) Name/Title: (Printed or Type Name and Title of President or Authorized Officer/Representative)

Address: ______(Print or Type Business Address) NOTARY SEAL City/State/Zip: ______(Print or Type City, State and Zip Code)

Telephone #: ______Fax #:______

Notary:

If this proposal is submitted by a joint venture each business shall provide the information requested above.

Submitters must acknowledge receipt of all addenda, if any, below.

Number ______

Dated ______94 P-12035 FINANCIAL PROPOSAL

The annual management fee, aggregate annual management fee retainage, and annual capital improvements contribution will be stated in both words and numbers. In the event that there is a discrepancy between the words and the numbers, the price in words will govern.

Definitions

Annual Management Fee means the compensation of the manager payable annually by the CPD.

Annual Management Fee Retainage means the portion of the annual management fee, 10% minimum, that is retained by the CPD and either returned in whole or in part to the manager or retained entirely by the CPD pending a year-end review.

Annual Capital Improvements Contribution means the amount remitted annually to the CPD by the manager to be used by the CPD at its discretion for capital improvements.

Continue to Next Page

95 P-12035

FINANCIAL PROPOSAL

Annual Management Fee

Soldier Field Complex

Year Annual Management Fee (numbers)

1

2

3

4

5

6

7

8

9

10

11 (extension)

12 (extension)

13 (extension)

14 (extension)

15 (extension)

96 P-12035

FINANCIAL PROPOSAL

Annual Management Fee

McFetridge Center

Year Annual Management Fee (numbers)

1

2

3

4

5

6

7

8

9

10

11 (extension)

12 (extension)

13 (extension)

14 (extension)

15 (extension)

97 P-12035 FINANCIAL PROPOSAL

Annual Management Fee

Baseball Stadium at Devon and Kedzie

Year Annual Management Fee (numbers)

1

2

3

4

5

6

7

8

9

10

11 (extension)

12 (extension)

13 (extension)

14 (extension)

15 (extension)

98 P-12035

FINANCIAL PROPOSAL

Aggregate Annual Management Fee Retainage

It is the intent of CPD to perform an annual review of the manager with a portion of the management fee withheld pending satisfactory performance.

After year-end financials are reported, CPD will review the manager’s performance based on criteria including: (i) quality of management and operations services performed; (ii) achievement of CPD programmatic and fiscal goals; (iii) community involvement; and (iv) CPD satisfaction (e.g. results of “mystery shopper” reports, informal and formal audits, inspections, customer surveys and observations conducted by the CPD). After the CPD’s annual performance evaluation meeting with the manager, CPD may release the entire retained amount, a portion of the retained amount or none of the retained amount.

Provide the amount, in dollars and percentage, 10% is the minimum, of the aggregate Annual Management Fee (above) that will be withheld by the CPD pending an annual review.

Dollars (Words)

$ (Numbers)

______% (10% is the minimum retainage amount)

Example

Annual Management Fee Soldier Field W Annual Management Fee McFetridge Center X Annual Management Fee Baseball Stadium Y

Aggregate Annual Management Fee X + X + Y = Z

Retainage Percentage and dollar amount of Z that will be retained (10% is the minimum)

Annual Capital Improvement Contribution

The annual capital improvement contribution (“ACIC”) may be used solely at the discretion of the CPD. The manager will remit the ACIC to CPD no later than February 1 of each year of the contract term.

99 P-12035

FINANCIAL PROPOSAL

Annual Capital Improvement Contribution

Year ACIC Amount (numbers)

1

2

3

4

5

6

7

8

9

10

11 (extension)

12 (extension)

13 (extension)

14 (extension)

15 (extension)

100 P-12035

FINANCIAL PROPOSAL

Financial Resources

If applicable, provide detail regarding any additional funds that may be made available to aid in the performance of the services discussed in the RFP and the achievement of the goals (e.g. promotion fund to underwrite major events). Detail should include the amount and an explanation regarding how the dollars would be used.

Explanation

Attach to the financial proposal an itemization of each proposed annual management fees.

End of Financial Proposal

101 P-12035 ECONOMIC DISCLOSURE STATEMENT & AFFIDAVIT

WHO MUST SUBMIT AN E.D.S.

APPLICANTS: Any entity or individual (the” Applicant’) making an application to the Chicago Park District (the “Park District”) for action requiring approval of the Board of Commissioners of the Chicago Park District (“Board of Commissioners”).

ENTITIES HOLDING AN INTEREST IN THE APPLICANT: Generally, whenever an ownership interest in the Applicant (for example, shares of stock of the Applicant or a limited partnership interest in the Applicant) is held or owned by a legal entity (for example, a corporation or partnership, rather than an individual) each such legal entity must also file an EDS on its own behalf, and any parent of that legal entity must do so until individual owners are disclosed. However, if an entity filing an EDS is a corporation (or a direct or indirect, wholly-owned subsidiary of such corporation) whose shares are registered on a national securities exchange pursuant to the Securities Exchange Act of 1934 as amended, only those shareholders that own ten percent (10%) or more of that filing entity’s stock must file EDSs on their own behalf.

REQUIREMENT: The Park District requires disclosure of the information requested in this Economic Disclosure Statement and Affidavit (“EDS”) before any Park District action may be taken regarding the matter that is the subject of this EDS. Please fully complete each statement, with all information current as of the date this EDS is signed. If a question is not applicable, answer with “N.A.” An incomplete EDS will be returned and any Park District action will be interrupted.

EXECUTION: Please print or type all responses clearly and legibly. Add additional pages if needed, being careful to identify the portion of the EDS to which each additional page refers.

ACKNOWLEDGMENT OF POSSIBLE CREDIT AND OTHER CHECKS: By completing and filing this EDS, the Undersigned acknowledges and agrees on behalf of itself and the entities or individuals named in this EDS that the Park District may investigate the creditworthiness of some or all of the entities or individuals named in this EDS.

CERTIFYING THIS EDS: Execute the certification on the date of the initial submission of this EDS. You may be asked to re-certify this EDS on the last page as of the date of submission of any related ordinance to the Board of Commissioners, or as of the date of the closing of your transaction.

PUBLIC DISCLOSURE: It is the Park District’s policy to make this document available to the public on its Internet site and/or upon request.

SECTION 0: GENERAL INFORMATION

Date this EDS is completed:

1. Who is submitting this EDS? That entity or individual will be the “Undersigned” throughout this EDS.

NAME OF ENTITY OR INDIVIDUAL

NOTE: The Undersigned is the entity or individual submitting this EDS, whether the Undersigned is an Applicant or is an entity holding an interest in the Applicant. This EDS requires certain disclosures and certifications from Applicants that are not required from entities holding an interest in the Applicant. When completing this EDS, please observe whether the section you are completing applies only to Applicants.

[ ] Check here if the Undersigned is filing this EDS as an Applicant

[ ] Check here if the Undersigned is filing as an entity holding an interest in an Applicant.

102 P-12035

2. Also, please identify the Applicant in which this entity holds an interest:

Business address of the Undersigned:

3. Telephone: Fax: E-mail:

4. Name of contact person:

5. Tax identification number (optional):

6. Brief description of contract, transaction or other undertaking (referred to below as the “Matter”) to which this EDS pertains. (Include specification number and location if applicable):

SECTION I: DISCLOSURE OF OWNERSHIP INTERESTS

A. NATURE OF ENTITY

1. Indicate whether the Undersigned is an individual or legal entity:

[ ] Individual [ ] Business corporation [ ] Sole proprietorship [ ] Limited Liability Company [ ] Joint venture [ ] General partnership [ ] Limited partnership [ ] Not-for-profit corporation Is the not-for-profit corporation also a 501c(3)? [ ] Yes [ ] No

[ ] Other entity (please specify) ______

2. State of incorporation or organization, if applicable:

3. For legal entities not organized in the State of Illinois: Is the organization authorized to do business in the State of Illinois as a foreign entity?

[ ]Yes [ ] No [ ] N/A

B. ORGANIZATION INFORMATION

1. IF THE UNDERSIGNED IS A CORPORATION:

a. Date of incorporation:

b. List below the names and titles of all executive officers and all directors of the corporation. For not-for-profit corporations, also list below any executive director of the corporation, and indicate all members, if any, who are legal entities. If there are no such members, write “no members.” 103 P-12035

NAME TITLE

c. If the Undersigned is a corporation (or a direct or indirect wholly owned subsidiary of such corporation) whose shares are registered on a national securities exchange pursuant to the Securities Exchange Act of 1934, please provide the following information concerning shareholders who own shares equal to or in excess of 7.5% of the corporation’s outstanding shares.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

d. For corporations that are not registered on a national securities exchange pursuant to the Securities Exchange Act of 1934, list below the name, business address and percentage of ownership interest of each shareholder.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

2. IF THE UNDERSIGNED IS A PARTNERSHIP OR JOINT VENTURE:

For general or limited partnerships or joint ventures: list below the name, business address and percentage of ownership interest of each partner. For limited partnerships, indicate whether each partner is a general partner or a limited partner.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

3. IF THE UNDERSIGNED IS A LIMITED LIABILITY COMPANY:

a. List below the name, business address and percentage of ownership interest of each (1) member and (2) manager. If there are no managers, write “no managers,” and indicate how the company is managed.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

b. List below the names and titles of all officers, if any. If there are no officers, write “no officers.”

NAME TITLE

104 P-12035

4. IF THE UNDERSIGNED IS A LAND TRUST, BUSINESS TRUST, ESTATE OR OTHER SIMILAR ENTITY

a. List below the name and business address of each individual or legal entity holding legal title to the property that is the subject of the trust.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

b. List below the name, business address and percentage of beneficial interest of each beneficiary on whose behalf title is held.

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

5. IF THE UNDERSIGNED IS ANY OTHER LEGAL ENTITY

First describe the entity then provide the name, business address, and the percentage of interest of all individuals or legal entities having an ownership or other beneficial interest in the entity. Describe the entity:

NAME BUSINESS ADDRESS PERCENTAGE INTEREST

SECTION II: BUSINESS RELATIONSHIPS WITH PARK DISTRICT OFFICIALS

A. DEFINITIONS AND DISCLOSURE REQUIREMENT

1. The Undersigned must indicate whether it had a “business relationship” with a Park District Commissioner in the twelve (12) months before the date this EDS is signed.

2. For the purposes of this EDS, a “business relationship” means any contractual or other private business dealing of a Commissioner, or his or her spouse, or of any entity in which the Commissioner or his or her spouse has a financial interest with a person or entity which entitles the Commissioner to compensation or payment in the amount of $2,500 or more during the prior twelve months; but a “financial interest” does not include: (a) any interest of the spouse or of an employee or Commissioner which interest is related to the spouse’s independent occupation, profession, or employment; (b) any ownership through purchase at fair market value or inheritance of less than 1 % of the shares of a corporation, or any corporate subsidiary, parent or affiliate thereof, regardless of the value of or dividends on such shares, if such shares are registered on a securities exchange pursuant to the Securities Exchange Act of 1934, as amended, (c) the authorized compensation paid to an Employee or a Commissioner for his office or employment; (d) any economic interest not distinguishable from the economic interests of the public generally ; (e) a time or demand deposit in a financial institution; (f) a money market mutual fund account; or (g) an endowment or insurance policy or annuity contract 105 P-12035 purchased from an insurance company. A “contractual or other private business dealing” does not include any employment relationship of a Commissioner’s spouse with an entity when such spouse has no discretion concerning or input relating to the relationship between that entity and the Park District.

B. CERTIFICATION

1. Has the Undersigned had a “business relationship” with a Park District Commissioner in the twelve (12) months before the date this EDS is signed?

[ ]Yes [ ]No

If yes, please identify below the name(s) of the Park District Commissioner(s) and describe the relationship(s):

SECTION III: DISCLOSURE OF RETAINED PARTIES

A. DEFINITIONS AND DISCLOSURE REQUIREMENTS

“Lobbyist” means any person (a) who, for compensation or on behalf of any person other than himself, undertakes to influence any legislative or administrative action, or (b) any part of whose duty as an employee of another includes undertaking to influence any legislative or administrative action.

1. The Undersigned must disclose certain information about attorneys, lobbyists, accountants, consultants, subcontractors, and any other person whom the Undersigned has retained or expects to retain in connection with the Matter. In particular, the Undersigned must disclose the name of each such person, his/her business address, the nature of the relationship, and the total amount of the fees paid or estimated to be paid. The Undersigned is not required to disclose employees who are paid solely through the Undersigned’s regular payroll.

2. If the Undersigned is uncertain whether a disclosure is required under this Section, the Undersigned must either (a) ask the Park District’s Director of Purchasing whether disclosure is required or (b) make the disclosure.

B. CERTIFICATION

Each and every attorney, lobbyist, accountant, consultant, subcontractor, or other person retained or anticipated to be retained directly by the Undersigned with respect to or in connection with the Matter is listed below [begin list here, add sheets as necessary]:

NAME BUSINESS ADDRESS RELATIONSHIP TO UNDERSIGNED FEES (indicate whether retained or (attorney, lobbyist, etc.) (indicate whether paid or anticipated to be retained) estimated)

[ ] Check here if no such individuals have been retained by the undersigned or are anticipated to be retained by the undersigned.

SECTION IV: CERTIFICATIONS

A. CERTIFICATION OF COMPLIANCE 106 P-12035

For purposes of the certifications in this Section IV, the term “affiliate” means any individual or entity that, directly or indirectly controls the Undersigned, is controlled by the Undersigned, or is, with the Undersigned, under common control of another individual or entity. Indicia of control include, without limitation: interlocking management or ownership; identity of interests among family members; shared facilities and equipment; common use of employees; or organization of a business entity following the ineligibility of a business entity to do business with the federal government or a state or local government, including the Park District and the City of Chicago, using substantially the same management, ownership, or principals as the ineligible entity.

1. The Undersigned is not delinquent in the payment of any tax administered by the Illinois Department of Revenue, nor are the Undersigned or its affiliates delinquent in paying any fine, fee, tax or other charge owed to the City of Chicago or the Park District. This includes all water charges, sewer charges, license fees, parking tickets, property taxes or sales taxes. If there are any such delinquencies, note them below:

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Undersigned certified to the above statements.

2. The Undersigned and its affiliates have not, in the past five (5) years, been found in violation of any Park District, City, state or federal environmental law or regulation. If there have been any such violations, note them below:

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Undersigned certified to the above statements.

3. If the Undersigned is the Applicant, the Undersigned and its affiliates will not use, nor permit their subcontractors to use, any facility on the U.S. EPA’s List of Violating Facilities in connection with the Matter for the duration of time that such facility remains on the list.

4. If the Undersigned is the Applicant, the Undersigned will obtain from any contractors/subcontractors hired or to be hired in connection with the Matter certifications equal in form and substance to those in this Section IV, and will not, without the prior written consent of the Park District, use any such contractor/subcontractor that does not provide such certifications or that the Undersigned has reason to believe has not provided or cannot provide truthful certifications.

5. If the Undersigned is unable to make the certifications required in Section IV, A, provide an explanation:

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Undersigned certified to the above statements.

B: CHILD SUPPORT OBLIGATIONS: CERTIFICATION REGARDING COURT-ORDERED CHILD SUPPORT COMPLIANCE 107 P-12035

For purposes of this part, “Substantial Owner” means any individual who, directly or indirectly, owns or holds a 10% or more interest in the Undersigned. Note: This may include individuals disclosed in Section I (Disclosure of Ownership Interests), and individuals disclosed in an EDS filed by an entity holding an interest in the Applicant.

If the Undersigned’s response below is #1 or #2, then all of the Undersigned’s Substantial Owners must remain in compliance with any such child support obligations until the Matter is completed. Failure of the Undersigned’s Substantial Owners to remain in compliance with their child support obligations in the manner set forth in either #1 or #2 constitutes an event of default.

Check one:

____1. No Substantial Owner has been declared in arrearage on any child support obligations by the Circuit Court of Cook County, Illinois, or by another Illinois court of competent jurisdiction.

____2. The Circuit Court of Cook County, Illinois or another Illinois court of competent jurisdiction has issued an order declaring one or more Substantial Owners in arrearage on child support obligations. All such Substantial Owners, however, have entered into court-approved agreements for the payment of all such child support owed and all such Substantial Owners are in compliance with such agreements.

____3. The Circuit Court of Cook County, Illinois or another Illinois court of competent jurisdiction has issued an order declaring one or more Substantial Owners in arrearage on child support obligations and (a) at least one such Substantial Owner has not entered into a court-approved agreement for the payment of all such child support owed; or (b) at least one such Substantial Owner is not in compliance with a court approved agreement for the payment of all such child support owed; or both (a) and (b).

____4. There are no Substantial Owners.

C. FURTHER CERTIFICATIONS

For purposes of this part, “Affiliated Entity” means an individual or entity that, directly or indirectly, controls the Undersigned, is controlled by the Undersigned, or is, with the Undersigned, under common control of another individual or entity. Indicia of control include, without limitation: interlocking management or ownership; identity of interests among family members; shared facilities and equipment; common use of employees; or organization of a business entity following the ineligibility of a business entity to do business with federal or state or local government or unit thereof, including the Park District and the City of Chicago, using substantially the same management, ownership, or principals as the ineligible entity.

With respect to Applicable Parties, the term Affiliated Entity means an individual or entity that directly or indirectly controls the Applicable Party, is controlled by it, or, with the Applicable Party, is under common control of another individual or entity; any responsible official of the Undersigned; any Applicable Party or any Affiliated Entity or any other official, agent or employee of the Undersigned; any Applicable Party or any Affiliated Entity, acting pursuant to the direction or authorization of a responsible official of the Undersigned; any Applicable Party or any Affiliated Entity (collectively “Agents”).

1. The Undersigned and, if the Undersigned is a legal entity, its principals (officers, directors, partners, members, managers, executive director):

a. are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from any transactions by any federal, state or local unit of government;

b. have not, within a five-year period preceding the date of this EDS, been convicted of a criminal offense, adjudged guilty, or had a civil judgment rendered against them in connection with: obtaining, attempting to obtain, or performing a public (federal, state or local) transaction or contract under a public transaction; a violation of federal or state antitrust statutes; fraud; embezzlement; theft; forgery; bribery; falsification or destruction of records; making false statements; or receiving stolen property; 108 P-12035

c. are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (federal, state or local) with commission of any of the offenses enumerated in C, 1, b of this section;

d. have not, within a five (5) year period preceding the date of this EDS, had one or more public transactions (federal, state or local) terminated for cause or default; and e. have not, within a five (5) year period preceding the date of this EDS, been convicted, adjudged guilty, or found liable in a civil proceeding, in any criminal or civil action instituted by the Park District, City of Chicago or by the federal government, any state, or any other unit of local government.

2. Neither the Undersigned, nor any Applicable Party, nor any Affiliated Entity of either the Undersigned or any Applicable Party nor any Agents have, during the five (5) years before the date this EDS is signed, or, with respect to an Applicable Party, an Affiliated Entity, or an Affiliated Entity of an Applicable Party during the five (5) years before the date of such Applicable Party’s or Affiliated Entity’s contract or engagement in connection with the Matter:

a. bribed or attempted to bribe, or been convicted or adjudged guilty of bribery or attempting to bribe, a public officer or employee of the Park District, the City of Chicago, the State of Illinois, or any agency of the federal government or of any state or local government in the United States of America, in that officer’s or employee’s official capacity;

b. agreed or colluded with other bidders or prospective bidders, or been a party to any such agreement, or been convicted or adjudged guilty of agreement or collusion among bidders or prospective bidders, in restraint of freedom of competition by agreement to bid a fixed price or otherwise; or

c. made an admission of such conduct described in a or b above that is a matter of record, but have not been prosecuted for such conduct.

3. The Undersigned understands and shall comply with (a) all applicable requirements of Governmental Ethics under Park District Code, and (b) all the applicable provisions of the Park District Purchasing and Contracting Code.

4. Neither the Undersigned, Affiliated Entity or Applicable Party, or any of their employees, officials, agents or partners, is barred from contracting with any unit of state or local government as a result of engaging in or being convicted of (1) bid-rigging in violation of 720 ILCS 5/33E-3; (2) bid-rotating in violation of 720 ILCS 5/33E-4; or (3) any similar offense of any state or of the United States of America that contains the same elements as the offense of bid-rigging or bid-rotating.

5. If the Undersigned is unable to certify to any of the above statements in this Part C, the Undersigned must explain below:

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Undersigned certified to the above statements.

D. CERTIFICATION OF STATUS AS FINANCIAL INSTITUTION

For purposes of this Part D, the term “financial institution” means a bank, savings and loan association, thrift, credit union, mortgage banker, mortgage broker, trust company, savings bank, investment bank, securities broker, municipal securities broker, securities dealer, municipal securities dealer, securities underwriter, municipal securities underwriter, investment trust, venture capital company, bank holding company, financial services holding company, or any licensee under the Consumer Installment Loan Act, 109 P-12035 the Sales Finance Agency Act, or the Residential Mortgage Licensing Act. However, “financial institution” specifically shall not include any entity whose predominant business is the providing of tax deferred, defined contribution, or pension plans to public employees in accordance with Sections 403(b) and 457 of the Internal Revenue Code.

1. CERTIFICATION

The Undersigned certifies that the Undersigned [check one]

______is

______is not

a “financial institution” as defined above.

2. IF THE UNDERSIGNED IS A FINANCIAL INSTITUTION, THEN THE UNDERSIGNED PLEDGES:

“We are not and will not become a predatory lender as defined in Chapter 2 -32 of the Municipal Code of the City of Chicago. We further pledge that none of our affiliates is, and none of them will become, a predatory lender as defined in Chapter 2-32 of the Municipal Code. We understand that becoming a predatory lender or becoming an affiliate of a predatory lender may result in the loss of the privilege of doing business with the Park District.”

If the Undersigned is unable to make this pledge because it or any of its affiliates (as defined in Section 2-32- 455(b) of the Municipal Code) is a predatory lender within the meaning of Chapter 2-32 of the Municipal Code of the City of Chicago, explain here (attach additional pages if necessary):

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Undersigned certified to the above statements.

E. CERTIFICATION REGARDING INTEREST IN PARK DISTRICT BUSINESS

Any words or terms defined in Park District Code have the same meanings when used in this Section IV.

1. Does any Commissioner or Employee of the Park District have a financial interest in his or her own name or in the name of any other person in the Matter? [ ]Yes [ ]No

NOTE: If you answered “No” to Item IV, E, 1, you are not required to answer Items IV, E, 2 or IV, E, 3 below. Instead, review the certification in Item IV, E, 4 and then proceed to Part V. If you answered “Yes” to Item IV, E, 1, you must first respond to Item IV, E, 2 and provide the information requested in Item IV, E, 3. After responding to those items, review the certification in Item IV, E, 4 and proceed to Part V.

2. Unless sold pursuant to a process of competitive bidding, no Park District Commissioner or Employee shall have a financial interest in his or her own name or in the name of any other person in the purchase of any property that (a) belongs to the Park District, or (b) is sold for taxes or assessments, or (c) is sold by virtue of legal process at the suit of the Park District (collectively, “Park District Property Sale”). Compensation for property taken pursuant to the exercise of any power of eminent domain does not constitute a financial interest within the meaning of this Section IV.

Does the Matter involve a Park District Property Sale? [ ] Yes [ ] No 110 P-12035

3. If you answered “yes” to Item IV, E, 1, provide the names and business addresses of the Park District Commissioners or Employees having such interest and identify the nature of such interest:

NAME BUSINESS ADDRESS NATURE OF INTEREST

4. The Undersigned further certifies that no prohibited financial interest in the Matter will be acquired by any Park District Commissioner or employee.

SECTION V: CERTIFICATIONS FOR FEDERALLY - FUNDED MATTERS

A. CERTIFICATION REGARDING LOBBYING

1. List below the names of all individuals registered under the federal Lobbying Disclosure Act of 1995 who have made lobbying contacts on behalf of the Undersigned with respect to the Matter: [Begin list here, add sheets as necessary]:

If no explanation appears or begins on the lines above, or if the letters “NA” or if the word “None” appear, it will be conclusively presumed that the Undersigned means that NO individuals registered under the Lobbying Disclosure Act of 1995 have made lobbying contacts on behalf of the Undersigned with respect to the Matter.

2. The Undersigned has not spent and will not expend any federally appropriated funds to pay any individual listed in Section V, A, 1, above, for his or her lobbying activities or to pay any individual to influence or attempt to influence an officer or employee of any agency, as defined by applicable federal law, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress, in connection with the award of any federally funded contract, making any federally funded grant or loan, entering into any cooperative agreement, or to extend, continue, renew, amend, or modify any federally funded contract, grant, loan, or cooperative agreement.

3. The Undersigned will submit an updated certification at the end of each calendar quarter in which there occurs any event that materially affects the accuracy of the statements and information set forth in parts 1 and 2 above.

If the Matter is federally funded and any funds other than federally appropriated funds have been or will be paid to any individual for influencing or attempting to influence an officer or employee of any agency (as defined by applicable federal law), a member of Congress, an officer or employee of Congress, or an employee of a member of Congress in connection with the Matter, the Undersigned must complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying,” in accordance with its instructions. The form may be obtained online from the federal Office of Management and Budget (OMB) web site at:

http://www.whitehouse.qov/omb/qrants/sfillin.pdf, linked on the page http://www.whitehouse.qov/omb/qrants/qrantsforms.html.

4. The Undersigned certifies that either (a) it is not an organization described in section 501(c)(4) of the Internal Revenue Code of 1986, as amended; or (b) it is an organization described in section 501 (c)(4) 111 P-12035 of the Internal Revenue Code of 1986, as amended but has not engaged and will not engage in “Lobbying Activities”.

5. If the Undersigned is the Applicant, the Undersigned must obtain certifications equal in form and substance to Section V, A, 1-4 above, from all subcontractors before it awards any subcontract and the Undersigned must maintain all such subcontractors’ certifications for the duration of the Matter and must make such certifications promptly available to the Park District upon request.

B. CERTIFICATION REGARDING NON-SEGREGATED FACILITIES

“Segregated facilities,” as used in this provision, means any waiting rooms,’ work areas, restrooms, washrooms, restaurants and other eating areas, time clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreation or entertainment areas, transportation, and housing provided for employees, that are segregated by explicit directive or are in fact segregated on the basis of race, color, religion, sex, or national origin because of habit, local or employee custom, or otherwise.

1. If the Undersigned is the Applicant, the Undersigned does not and will not maintain or provide for its employees any segregated facilities at any of its establishments and it does not and will not permit its employees to perform their services at any location under its control where segregated facilities are maintained.

However, separated or single-user restrooms and necessary dressing or sleeping areas must be provided to assure privacy between the sexes.

2. If the Undersigned is the Applicant and the Matter is federally funded, the Undersigned will, before the award of subcontracts (if any), obtain identical certifications from proposed subcontractors under which the subcontractor will be subject to the Equal Opportunity Clause. Contracts and subcontracts exceeding $10,000, or having an aggregate value exceeding $10,000 in any twelve (12) month period, are generally subject to the Equal Opportunity Clause. See 41 CFR Part 60 for further information regarding the Equal Opportunity Clause. The Undersigned must retain the certifications required by this paragraph for the duration of the contract (if any) and must make such certifications promptly available to the Park District upon request.

3. If the Undersigned is the Applicant and the Matter is federally funded, the Applicant will forward the notice set forth below to proposed subcontractors:

NOTICE TO PROSPECTIVE SUBCONTRACTORS OF REQUIREMENTS FOR CERTIFICATIONS OF NON-SEGREGATED FACILITIES

Subcontractors must submit to the Contractor a Certification of Non-segregated Facilities before the award of any subcontract under which the subcontractor will be subject to the federal Equal Opportunity Clause. The subcontractor may submit such certifications either for each subcontract or for all subcontracts during a period (e.g. quarterly, semiannually, or annually).

C. CERTIFICATION REGARDING EQUAL EMPLOYMENT OPPORTUNITY

Federal regulations require prospective contractors for federally funded Matters (e.g. the Applicant) and proposed subcontractors to submit the following information with their bids or in writing at the outset of negotiations. (NOTE: This Part C is to be completed only if the Undersigned is the Applicant.)

1. Have you developed and do you have on file affirmative action programs pursuant to applicable federal regulations? (See 41 CFR Part 60-2.) [ ]Yes [ ] No [ ] N/A

2. Have you participated in any previous contracts or subcontracts subject to the equal opportunity clause? [ ]Yes [ ] No [ ] N/A

3. Have you filed with the Joint Reporting Committee, the Director of the Office of Federal Contract Compliance Programs, or the Equal Employment Opportunity Commission all reports due under the applicable filing requirements? 112 P-12035 [ ]Yes [ ] No [ ] N/A

SECTION VI: NOTICE AND ACKNOWLEDGMENT REGARDING PARK DISTRICT ETHICS AND CAMPAIGN FINANCE ORDINANCES

The Park District’s Governmental Ethics Code, Chapter III of the Park District Code, imposes certain duties and obligations on individuals or entities seeking Park District contracts, work, business, or transactions. The Undersigned must comply fully with the applicable codes.

[ ] By checking this box the undersigned acknowledges and understands that the Park District’s Governmental Ethics Code, among other things:

1. Provides that any contract negotiated, entered into or performed in violation of the Park District’s Governmental Ethics Code can be voided by the Park District.

2. Limits the gifts and favors any individual or entity can give, or offer to give, to any Park District Commissioner, employee, contractor or the spouse or minor child of any of them, including:

a. any cash gift or any anonymous gift; and

b. any gift based on a mutual understanding that the Commissioner’s or employee’s or Park District contractor’s actions or decisions will be influenced in any way by the gift.

3. Prohibits any Park District Commissioner or employee from having a financial interest, directly or indirectly, in any contract, work, transaction or business of the Park District, if that interest has a cost or present value of $5,000 or more, or if that interest entitles the owner to receive more than $2,500 per year.

4. Prohibits any appointed Park District Commissioner from engaging in any contract, work, transaction or business of the Park District, unless the matter is wholly unrelated to the appointed official’s duties or responsibilities.

5. Provides that Park District Commissioners and employees or their spouses or minor children, cannot receive compensation or anything of value in return for advice or assistance on matters concerning the operation or business of the Park District, unless their services are wholly unrelated to their Park District duties and responsibilities.

6. Provides that former Park District Commissioners and employees cannot, for a period of one year after their Park District employment ceases, assist or represent another on any matter involving the Park District, if, while with the Park District, they were personally and substantially involved in the same matter.

7. Provides that former Park District employees and Commissioners cannot ever assist or represent another on a Park District contract if, while with the Park District, they were personally involved in or directly supervised the formulation, negotiation or execution of that contract.

SECTION VII: CONTRACT INCORPORATION, COMPLIANCE, PENALTIES, DISCLOSURE

THE UNDERSIGNED UNDERSTANDS AND AGREES THAT:

A. The certifications, disclosures, and acknowledgments contained in this EDS will become part of any contract or other agreement between the Applicant and the Park District in connection with the Matter, whether procurement, Park District assistance, or other Park District action, and are material inducements to the Park District’s execution of any contract or taking other action with respect to the Matter. The Undersigned understands that it must comply with all statutes, ordinances, and regulations on which this EDS is based.

B. If the Park District determines that any information provided in this EDS is false, incomplete or 113 P-12035 inaccurate, any contract or other agreement in connection with which it is submitted may be rescinded or be void or voidable, and the Park District may pursue any remedies under the contract or agreement (if not rescinded, void or voidable), at law, or in equity, including terminating the Undersigned’s participation in the Matter and/or declining to allow the Undersigned to participate in other transactions with the Park District.

C. Some or all of the information provided on this EDS and any attachments to this EDS may be made available to the public on the Internet, in response to a Freedom of Information Act request, or otherwise. By completing and signing this EDS, the Undersigned waives and releases any possible rights or claims which it may have against the Park District in connection with the public release of information contained in this EDS and also authorizes the Park District to verify the accuracy of any information submitted in this EDS.

D. The Undersigned has not withheld or reserved any disclosures as to economic interests in the Undersigned, or as to the Matter, or any information, data or plan as to the intended use or purpose for which the Applicant seeks Park District action.

E. The information provided in this EDS must be kept current. In the event of changes, the Undersigned must supplement this EDS up to the time the Park District takes action on the Matter.

EDS CERTIFICATION

Under penalty of perjury, the person signing below: (1) warrants that he/she is authorized to execute this EDS on behalf of the Undersigned, and (2) warrants that all certifications and statements contained in this EDS are true, accurate and complete as of the date furnished to the Park District.

Date: (Print or type name of legal entity or individual submitting this EDS)

By:

(Sign here)

Print or type name of signatory:

Title of signatory:

Subscribed to before me on [date] ______, at ______County,

______[state]. SEAL

Notary Public

Commission expires:

114 P-12035 FINANCIAL STATEMENT

Attach to this page your firm’s audited financial statements for the past three (3) years.

For submitters who are not required to have their financial statements audited: Acceptable alternate documentation would be un-audited financial statements that include balance sheets and income statements (or equivalents) for the three (3) most recent years. Assets / liabilities and income / expenses must be presented in sufficient detail for the CPD to determine the financial condition of the submitter’s business. Such internally- generated documents must be notarized to ensure authenticity/accuracy.

End of Financial Statement Form 115 P-12035 LEGAL ACTIONS FORM

Provide the information below.

QUESTION YES NO

Has your firm been issued a notice of default on any contract awarded in the last three (3) years?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Does your firm have any judgments, claims (liquidated damages, etc.), arbitration proceedings, or suits pending against it?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. INCLUDE THE DOLLAR AMOUNT OF CLAIMS OR JUDGMENTS AND THE VALUE OF THE CONTRACT ON WHICH THE CLAIM WAS FILED. Within the past three (3) years, has your firm been party to any lawsuits or arbitration proceedings with regard to any contracts?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Within the past three (3) years, has any officer or principal of your firm been an officer or principal of another organization that failed to complete any contract as a result of termination, litigation, arbitration, or similar matter?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Has any key person with your firm (or its predecessor, if applicable) ever been convicted of or charged with any state or federal crime such as embezzlement, theft, forgery, bribery, falsification or destruction of records, receipt of stolen property, criminal anti-trust violations, bid rigging, bid rotating, or the like?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Has your firm ever been temporarily or permanently debarred from a contract awarded by any local, state, or federal agency?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Within the past three (3) years, has your firm been assessed penalties for any statutory or administrative violations, including MBE, WBE, or Equal Employment Opportunity violations?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET. Has your firm ever failed to complete any work awarded to it?

IF THE ANSWER IS YES, PROVIDE A BRIEF EXPLANATION OR DESCRIPTION ON A SEPARATE SHEET.

End of Legal Actions Form 116 P-12035 SELF-PERFORMANCE AFFIDAVIT

If awarded a contract as a result if this RFP, submitter shall perform with its own forces a minimum of 25% of the work.

Submitter: (Print or Type Name of Firm)

Signature: Date: (Signature of Authorized Officer/Representative)

Name/Title: (Print or Type Name and Title of Person Signing Statement)

SUBSCRIBED TO BEFORE ME ON [DATE] , AT COUNTY, STATE OF

NOTARY PUBLIC

COMMISSION EXPIRES: SEAL

End of Self-Performance Affidavit 117 P-12035 SUBCONTRACTOR FORM

Submit the names of all subcontractors your firm expects to utilize for the performance of all subdivisions of work. NOTE: 75% is the maximum total that can be subcontracted out by your firm.

EST. % OF WORK YEAR MBE OR SUBCONTRACTOR WORK/PRODUCT/SERVICE BUSINESS ORG. OWNERSHIP INTEREST TO BE PERFORMED INCORPORATED WBE ? BY THIS SUB example example example example example example example XX Service Co. Providing cost estimates Limited Liability 1994 John Doe 50% No 8% Company Jane Deer 50%

TOTAL CANNOT EXCEED 75%

End of Subcontractors Form

VENDOR REFERENCES FORM

Submitter (company name): ______

Contact Person: ______Phone: ______

1. Number of years your company has been in business: ______

2. Illinois State License Registration No. ______

NOTE:

Provide a minimum of three (3) references. All must be from companies or organizations to which you have provided services and/or goods similar to those specified herein. Subcontractors are not acceptable references. If applicable, the CPD can be used as a reference, but only as one of the three.

Company Name: ______

Address: ______

City, State, Zip: ______

Contact Person: ______Phone: ______

Contract Description: ______Fax:______

Company Name: ______

Address: ______

City, State, Zip: ______

Contact Person: ______Phone:______

Contract Description: ______Fax:______

Company Name: ______

Address: ______

City, State, Zip: ______

Contact Person: ______Phone:______

Contract Description: ______Fax:______

End of Vendor References Form 119 P-12035 SUSTAINABILITY STATEMENT INSTRUCTIONS

The Chicago Park District is committed to green and sustainable practices and good environmental stewardship. Consequently, we are asking submitters to provide a Sustainability Statement to ensure our submitters are also incorporating sustainability into their firm’s practices.

INSTRUCTIONS

Provide a clear description of your firm’s sustainable practices, policies, or procedures. These practices may include, but would not be limited to:

Waste Minimization within the office or facilities through a recycling program, double-sided copying, electronic internal communications (i.e. memos), using recycled-content materials, reusable cups, limited printing, electronic document management, green purchasing policies, green cleaning supplies and practices, or reduced packaging in procured or supplied materials.

Energy Efficiency within the office, facilities, or firm through lighting retrofits, photo-sensor switches for lighting, use of day lighting, Energy Star rated appliances or equipment, alternative fuel or efficient fleet management, anti-idling policy, or indoor temperature management (i.e. turn the thermostat up in the summer and down in the winter).

Water Efficiency within the office, facilities, or firm through faucet or fixture retrofits, switching individual bottled water to office water coolers or drinking fountains, and drought-tolerant landscaping.

Staff are encouraged to be sustainable and supported by your firm through public transit benefits, bicycle accommodations, telecommuting options, supporting the attendance of green seminars, becoming US Green Building Council LEED accredited, or creating an internal “green team.”

Educating your staff about green practices, your business peers about your green accomplishments, your community about your sustainability, or about any environmental awards your firm has achieved.

CONTINUE TO NEXT PAGE

120 P-12035 SUSTAINABILITY STATEMENT

Attach additional sheets if necessary.

COMPANY NAME

Waste Minimization

Energy Efficiency

Water Efficiency

Staff

Education

End of Sustainability Statement 121 P-12035 INSTRUCTIONS FOR COMPLETING SCHEDULES A & B CHICAGO PARK DISTRICT

A. SCHEDULE A (STATEMENT OF SUBMITTER)

1. Completion of Schedule A

a. Schedule A must be completed and signed by the submitter.

b. The submitter must commit to the expenditure of a specific dollar amount of participation by each MBE/WBE listed on the Schedule A.

2. Joint Venture Attachment to Schedule A (Joint Venture only)

a. If the submitter’s MBE/WBE plan includes the participation of an MBE/WBE as a joint venture partner, the submitter must submit, with the Schedule A, a copy of the parties’ Joint Venture Agreement.

b. The Alternate Signature Page of the Schedule A must be signed by the joint venture partners.

3. Non-compliant Proposal

Failure to submit a properly completed and signed Schedule A (and joint venture documentation, if applicable) may render the proposal non-compliant, which may remove the submitter from further award consideration.

B. SCHEDULE B (STATEMENT OF MBE/WBE FIRM(S))

1. Completion of Schedule B

a. A Schedule B form must be completed and signed by each MBE/WBE firm listed on the Schedule A as participating in the contract as a subcontractor. Only that subcontractor shall sign the Schedule B.

b. That MBE/WBE firm also must submit, with their Schedule B, all of their current Letters of Certification obtained from public or private entities such as the City of Chicago, the Chicago Minority Business Development Council (CMBDC), the Women’s Business Development Center (WBDC), or the Small Business Administration.

2. Non-compliant Proposal

Failure of the prime submitter to submit a completed and signed Schedule B and current certification letter(s) for each subcontractor listed on the Schedule A may render the proposal non-compliant, which may remove the prime submitter from further award consideration.

End of Instructions for Completing Schedules A & B 122 P-12035 SCHEDULE A

Statement of Prime Submitter Regarding Its MBE/WBE Utilization Plan

TO BE COMPLETED BY SUBMITTER ONLY

Submitter: ______Project:

Is the submitter a certified MBE/WBE? MBE:  Yes  No WBE:  Yes  No If yes, attach all current Letters of Certification.

NOTE: Certification of the submitter as an MBE satisfies only the MBE goal; the WBE goal must still be met. Certification of the submitter as a WBE satisfies only the WBE goal; the MBE goal must still be met. Certification of the submitter as both MBE and WBE may satisfy one goal only.

The submitter intends to perform work in connection with this project as a:

GENDER: RACE/ETHNICITY: TYPE OF FIRM:  Male  Black/African American  Partnership  Female  Hispanic American  Sole Proprietorship  Asian American  Corporation  White American  Joint Venturer  Other  Other

All MBE/WBE firms included in the following plan must be certified as such by a public or private organization such as the City of Chicago, Chicago Minority Supplier Development Council (CMSDC), Women Business Development Center (WBDC), and the Small Business Administration.

I. Participation of MBE/WBE Firms In determining the manner of MBE/WBE participation in the performance of this contract, the submitter shall consider involvement with MBE/WBE firms as joint venture partners, subcontractors, and suppliers of goods and services, either directly or indirectly. A. If submitter is a joint venturer and one or more joint venture partners are certified MBEs or WBEs, attach copies of Letters of Certification and a copy of the Joint Venture Agreement clearly describing the role of the MBE/WBE firm(s) and its ownership interest in the joint venture.

B. Proposing MBE/WBE subcontractors/suppliers/consultants to perform work or supply goods or services not directly related to the performance of this contract is considered to be indirect participation.

MBE/WBE Subcontractors/Suppliers/Consultants:

1. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

123 P-12035 2. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

3. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

4. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

5. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No 124 P-12035

6. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used as direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

7. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

8. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

9. Name of MBE/WBE:

Address:

Contact Person: Phone:

E-mail: ______Fax: ______

MBE/WBE Participation: Dollars $ Percent: %

Will this subcontractor be used for direct or indirect participation? (circle one) Schedule B and all current certification letters attached?  Yes  No

Attach additional sheets as needed. 125 P-12035 II. Summary of MBE/WBE Plan: A. MBE Participation: Dollar Amount of Percent Amount of MBE Firm Name Participation Participation

$ %

$ %

$ %

$ %

$ %

$ %

$ %

$ %

Total MBE Participation: $ %

B. WBE Participation: Dollar Amount of Percent Amount of WBE Firm Name Participation Participation

$ %

$ %

$ %

$ %

$ %

$ %

$ %

$ %

Total WBE Participation: $ %

The submitter designates the following person as its MBE/WBE Liaison Officer:

( ) (Name and Title) (Phone Number)

(E-mail address)

CONTINUE TO NEXT PAGE 126 P-12035 To the best of my knowledge, information and belief, the facts and representations contained in this Schedule are true, and no material facts have been omitted.

Any material misrepresentation will be grounds for terminating any contract that may be awarded and for initiating action under federal or state laws concerning false statements.

Submitter: (Print or Type Name of Business)

Signature: Date: (Signature of Authorized Officer/Representative)

Name/Title: (Print or Type Name and Title of Person Signing Statement)

NOTE If submitter is a MBE/WBE operating as a joint venture with a non-MBE/WBE firm, use the signature page that follows instead.

End of Schedule A 127 P-12035 ALTERNATE SCHEDULE A SIGNATURE PAGE FOR MBE/WBE JOINT VENTURE WITH A NON-MBE/WBE FIRM

Complete this signature page only if you are an MBE/WBE operating as a joint venture with a non-MBE/WBE firm

To the best of my knowledge, information and belief, the facts and representations contained in this Schedule are true, and no material facts have been omitted.

Any material misrepresentation will be grounds for terminating any contract that may be awarded and for initiating action under federal or state laws concerning false statements.

NOTE: After filing this statement and before the completion of the joint venture’s work on this project, if there is any change in the information submitted, the joint venturer must inform the Chicago Park District.

(Name of MBE/WBE Partner Firm) (Name of Non-MBE/WBE Partner Firm)

(Signature of Authorized Officer/Representative) (Signature of Authorized Officer/Representative)

(Print or Type Name and Title) (Print or Type Name and Title)

(Date) (Date) 128 P-12035 SCHEDULE B

Statement of Intent from MBE/WBE to Perform as Subcontractor, Supplier and/or Consultant

DO NOT FILL OUT OR SIGN THIS FORM IF YOU ARE THE PRIME SUBMITTER

Project:

From: MBE:  Yes  No (Name of MBE/WBE Firm) WBE:  Yes  No To: and the Chicago Park District: (Name of Prime Contractor-Submitter)

The undersigned intends to perform work in connection with the above projects as a:

GENDER: RACE/ETHNICITY: TYPE OF FIRM:  Male  Black/African American  Partnership  Female  Hispanic American  Sole Proprietorship  Asian American  Corporation  White American  Joint Venturer  Other  Other

The MBE/WBE status of the undersigned is confirmed by the attached current Letters of Certification from public or private entities such as the City of Chicago, the Chicago Minority Supplier Development Council (CMSDC), the Women’s Business Development Center (WBDC), and the Small Business Administration.

Attach all current certification letters behind Schedule B.

The undersigned is prepared to provide the following services or supply the following goods in connection with the above project/contract:

The above described performance is offered for the following price and described terms of payment:

If more space is needed to fully describe the MBE/WBE firm’s proposed scope of work and/or payment schedule, attach additional sheets.

The undersigned will enter into a written agreement for the above work with you as prime contractor, conditioned upon your execution of a contract with the Chicago Park District, and will do so within three (3) working days of receipt of a signed contract from the Chicago Park District.

Signature: Date: (Signature of Owner or Authorized Agent of MBE/WBE)

Name/Title: (Print or Type Name and Title)

Address: ______

Telephone: ______Fax: ______

End of Schedule B 129 P-12035 MBE/WBE UTILIZATION REPORTING REQUIREMENTS CHICAGO PARK DISTRICT

Term Agreement Contracts

For term agreement contracts for materials, supplies, equipment, and services, utilization reports are to be submitted monthly. The MBE/WBE Utilization Report form will be provided to the awardee with the awardee’s executed contract, and the awardee’s first MBE/WBE Utilization Report will be due no later than 90 days after the date of that contract’s execution.

1. Copies of cancelled checks (both sides), wire transfers, and other forms of payments to MBE(s) and WBE(s). These payments must be for services provided on this contract.

AND

2. Copies of invoices from MBE(s) and WBE(s) for services provided on this contract.

AND

3. Waivers of lien, when applicable.

Submission Address: MBE/WBE Utilization Reports are to be submitted directly to:

Compliance Officer Department of Purchasing Chicago Park District 541 N. Fairbanks Court 3rd Floor Chicago, IL. 60611

Submission Fax: 312-742-5326

For more information, contact Luetha Aytch, Compliance Officer, at 312-742-4436, or via e-mail at [email protected]

End of MBE/WBE Reporting Requirements

130 P-12035

NO PROPOSAL RESPONSE FORM

Request for Proposal No.: P-12035

MANAGEMENT AND OPERATION OF SPORTS FACILITIES: SOLDIER FIELD COMPLEX, McFETRIDGE SPORTS CENTER, and THE BASEBALL STADIUM AT DEVON AND KEDZIE

Proposal Due Date: November 15, 2012 at 3:00 p.m., c.s.t.

Should you decide not to submit a proposal on this specific contract, please complete and return this form on or before the proposal due date.

REASON FOR NOT RESPONDING

□ Too busy at this time □ Do not sell direct □ Delivery requirements □ Too competitive □ Insufficient time to respond to request □ Specifications too restrictive (explain below) □ Job too small □ Specifications are unclear (explain below) □ Job too large □ Payment too slow □ Territory too large to cover □ Unable to meet bond/insurance requirements □ Not our product □ Other (explain below)

Remarks: ______

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by: (Company Name) (Authorized Signature)

(Address) (Printed Name and Title)

(City, State, Zip Code) (Date)