GB Capital Holdings, LLC
August 21, 2012 P i e r 3 2 G a t e w ay V i l l a g e Marina & RV Resort
GATEWAY VILLAGE MARINA • RV RESORT
SOIQ 12-13 NATIONAL CITY BAYFRONT MARINA DISTRICT VISION PLAN DEVELOPMENT OPPORTUNITY
Presented to: The San Diego Unified Port District & The City of National City
Presented by:
John A. and Beverley Beauchamp Grimstad
TABLE OF CONTENTS
Proposal Letter • Developers Registration and Authorized Signature
Lessee’s Questionnaire
• Method of Operation • Method of Financing • Estimate of Gross Receipt Development Plan • Development Team and Experience Statement • Terms and Conditions
Concept Development Plan
• Pier 32 RV Resort Gateway Village Marina & RV Resort Project Concept • Pier 32 RV Resort Economic Impact Report • Pier 32 RV Resort Project Costs • Pier 32 RV Resort Proforma
• Pier 32 RV Resort Financial Summary
Pier 32 Gateway Village Marina & RV Resort
SOIQ 12-13 Page 1 Pier 32 Gateway Village Marina & RV Resort
PROPOSED (SUB)LESSEE
1. Name of proposed (Sub)Lessee exactly as it will appear on the actual tenancy document:
PENDING – PIER 32 GATEWAY VILLAGE MARINA & RV RESORT, LLC
DBA PIER 32 RV RESORT, LLC
2. Mailing Address of proposed (Sub)Lessee for purposes of notice or other communication relating to the proposed tenancy:
4980 N. HARBOR DRIVE, SUITE 200
SAN DIEGO, CA 92106
Telephone No.:(619) 688-9217 Fax. No.: (480) 247-5663
E-mail Address: [email protected]
3. Billing Address (only if different from Mailing Address);
Telephone No.: Fax. No.:
4. Proposed (Sub)Lessee intends to operate as a: Sole Proprietorship ( ); Partnership ( ); Corporation ( ); Limited Liability Company ( X ); Other
Explain if necessary:
5. Effective date of assignment (complete only if applicable):
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PARTNERSHIP STATEMENT
If proposed (Sub) Lessee is a partnership, please answer the following:
1. Date of Organization:
2. General Partnership ( ) Limited Partnership ( ) Other ( ) Explain
3. Statement of Partnership recorded: Yes ( ) No ( )
Date Book Page County
4. Has the partnership conducted business in San Diego County?
Yes ( ) No ( ) If so, when?
If so, where?
5. Name, address, and partnership share of each general and limited partner. If a general partner is another partnership, a corporation, or a limited liability company (LLC), please complete separate pages 3; or 4 and 5; or 6, as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes). If a limited partner holding a 10% or greater interest is another partnership, a corporation, or an LLC, pages 3; or 4 and 5; or 6 must also be completed for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page).
General/Limited Name Address Share %
6. Attach a complete copy of the Partnership Agreement. If a Partnership Agreement has been previously submitted, a new Partnership Agreement need be submitted only if the Partnership Agreement on file with the District is no longer current.
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CORPORATION STATEMENT
If proposed (Sub)Lessee is a corporation, please answer the following:
1. Type of corporation: C ( ) Subchapter S ( )
2. When incorporated?
3. Where incorporated?
4. Is the corporation authorized to do business in California? Yes ( ) No ( ) If so, as of what date?
5. The corporation is held: a. Publicly ( ) Privately ( ) b. If publicly held, how and where is the stock traded?
6. Please list the following: Authorized Issued Outstanding
a. Number of voting shares: ______
b. Number of nonvoting shares: ______
c. Number of shareholders: ______
d. Value per share of Common Stock: Par $ ______
Book $ ______
Market $ ______
7. Please furnish the name, title, address, and the number of voting and nonvoting shares of stock owned by each officer and, in addition, the same information for each stockholder owning more than 10% of any class of stock.
Name: Title: Address: No. of Shares:
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No. of Shares:
Name:
Title:
Address:
No. of Shares:
Name:
Title:
Address:
No. of Shares:
Name: ______
Title: Address:
No. of Shares:
(Additional page(s) may be added if needed to complete list of stockholders [type proposed (Sub)Lessee name (from page 2) on the top of each page].)
Any partnership, corporation, or LLC owning more than a 10% ownership interest must also complete separate pages 3; or 4 and 5; or 6, as appropriate for each entity (type proposed [Sub]Lessee name [from page 2] on the top of each page for identification purposes). Also, furnish the financial data for such partnership, corporation, or LLC, as required on page 7. If there is an ownership chain of additional partnerships, corporations, or LLCs, the above requirements extend to each such entity having either: (1) a 10% or greater direct, indirect, beneficial ownership, or membership interest in the proposed (Sub)Lessee; or (2) effective control of the proposed (Sub)Lessee, regardless of the percentage of ownership or membership interest.
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LIMITED LIABILITY COMPANY STATEMENT
If the proposed (Sub)Lessee is an LLC, please answer the following:
1. Date of Organization: PENDING
2. Where Organized: PENDING
3. Is the Company authorized to do business in California?
a. Yes ( ) No ( )
b. If so, as of what date? PENDING
4. Has the Company conducted business in San Diego County?
a. Yes ( ) No ( )
b. If so, when? PENDING
c. If so, where? PENDING
5. Please furnish the name, address, and membership share held by each manager and officer, and each member owning more than a 10% membership interest. If a member is a partnership, corporation, or another LLC, please complete separate pages 3; or 4 and 5; or 6, as appropriate for such entity (type proposed [Sub]Lessee name [from page 2] on the top of each page).
Manager/Officer/ Name Address Share Member % It is the intent that John and 4980 N. HARBOR DRIVE, SUITE 100 Beverley Grimstad or an entity 200, SAN DIEGO, CA 92106 controlled by them will take possession and responsibility for the lease.
6. Attach a complete copy of the Operating Agreement. If an Operating Agreement has been previously submitted, a new Operating Agreement need be submitted only if the Operating Agreement on file with the District is no longer current.
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FINANCIAL AND OTHER BACKGROUND INFORMATION
FINANCIAL STATEMENT (Sub)Lessee, general partners of (Sub)Lessee, owner-corporations of (Sub)Lessee, members of (Sub)Lessee owning more than a 10% membership interest, and any person or business entity guaranteeing the performance of (Sub)Lessee must attach a complete report, prepared in accordance with good accounting practice, reflecting current financial condition. The report must include a balance sheet and annual income statement. The person or entity covered by the report must be prepared to substantiate all information provided.
OTHER INFORMATION Each (Sub)Lessee, each general partner of (Sub)Lessee, each owner-corporation of (Sub)Lessee, each member of (Sub)Lessee owning more than a 10% membership interest, any person or business entity guaranteeing the performance of (Sub)Lessee, any person or entity owning more than a 10% interest of (Sub)Lessee, and any guarantor of (Sub)Lessee must answer the following questions:
1. Surety Information - Has a surety or bonding company ever been required to perform on the default of any of the individuals or entities? a. Yes ( ) No (X) b. If yes, please attach a statement naming the surety or bonding company, date, amount of bond, and the circumstances surrounding said default and performance.
2. Bankruptcy Information - Have any of the individuals or entities ever been adjudicated bankrupt or are any presently a debtor in a pending bankruptcy action? a. Yes ( ) No (X ) b. If yes, please give dates, court jurisdiction, and amount of liabilities and assets.
3. Pending Litigation - Are any of the individuals or entities presently a party to ANY pending litigation? a. Yes ( ) No (X) b. If yes, please provide detailed information for each action.
4. Claims, Liens, or Judgments - Are any of the individuals or entities now subject to any outstanding claims, liens, or judgments? a. Yes ( ) No (X) b. If yes, please provide detailed information for each claim, lien, or judgment.
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REFERENCES FOR PROPOSED (SUB)LESSEE Please list four persons or firms with whom you have conducted business transactions during the past three years. Two of the references must have knowledge of your debt payment history, with at least one being a financial institution. Two of the references must have knowledge of your business experience.
REFERENCE NO. 1
Name: BOB STOCKWELL______Firm: CALIFORNIA BANK &TRUST______Title: VICE PRESIDENT______Address: 940 CALLE AMANACER, SUITE 140, SAN CLEMENTE, CA 92673___ Telephone: (949) 940-1827______Nature and magnitude of purchase, sale, loan, business, association, etc.:
$3,200,000 LOAN – VENTURA WEST MARINA
REFERENCE NO. 2
Name: MARIE LANDERS______Firm: WELLS FARGO______Title: SENIOR VICE PRESIDENT AND REGIONAL MANAGER Address: 401 B STREET, SUITE 2201 Telephone: (619) 699-3054 Nature and magnitude of purchase, sale, loan, business, association, etc.:
PENDING FINANCING $22 MILLION LOAN ______
REFERENCE NO. 3
Name: AL WIENER/MIKE GREEN Firm: PALMIERI, TYLER, WIENER, WILHELM & WALDRON LLP Title: ATTORNEY Address: 2603 MAIN STREET, EAST TOWER, SUITE 1300 Telephone: (949) 851-9400 Nature and magnitude of purchase, sale, loan, business, association, etc.:
FAMILY ESTATE PLANNING______
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REFERENCE NO. 4
Name: ART MALLOY
Firm: CAPITAL GROWTH, INC.
Title: PRESIDENT Address: 8910 UNIVERSITY CENTER LANE, SUITE 150______
San Diego, CA 92122______
Telephone: (858) 552-6970
Nature and magnitude of purchase, sale, loan, business, association, etc.:
$50,000,000 IN VARIOUS FINANCIAL INVESTMENTS.
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METHOD OF OPERATION
Please describe your proposed business operation on the property to be (Sub)Leased. Discuss any optional services and uses which you propose to provide.
SEE FOLLOWING PAGE
SOIQ 12 - 13 Page 11 Pier 32 Gateway Village Marina & RV Resort
METHOD OF OPERATION The name given to the larger project is Pier 32 Gateway Village Marina & RV Resort. In the future, this project may include further development to Pier 32 Marina. As uses for areas are deemed financially feasible, the land use designation is suitable, and no net loss of Maritime Industrial land is accomplished, the method of operation shall be further defined. Immediately, a RV Resort is feasible, within the land use designation, and no net loss of Maritime Industrial land is incurred.
Pier 32 Gateway Village Marina & RV Resort Operational Plan The name given to this proposed RV resort project is Pier 32 RV Resort and will consist of approximately 165 RV rental sites. The entity to be formed for this development is intended to be Pier 32 RV Resort, LLC and, as referenced previously, John and Beverley Grimstad are the proposed principals. It is intended that GB Capital Holdings, LLC (GB) would be under contract with Pier 32 RV Resort, LLC to operate the business and serve as the property management entity. GB Capital Holdings corporate office is located in San Diego, California. The corporate office location will be responsible for the following operational and administrative duties:
• Accounts Payable • Monthly Financial Statement • Payroll • Audits • Annual Tax Returns • Insurance and Claim Processing • General Ledger Accounting Functions • Banking Reconciliations and Processing • Preparation of Annual Budget • Planning and Capital Improvement Projects • Overall Property and Operations Supervision • Human Resource Service • Coordinate with Lessor on Lease Issues
Key Personnel Positions All on site Pier 32 RV Resort personnel will be employees of GB. It is anticipated that there will be 6 to 7 full time employees for the RV operations. The foundation of our company's ability to provide tenant services will be our on-site personnel, with the key positions of Property Manager, Office Manager managing the day to day operations. Descriptions of the two key positions are as follows:
Property Manager: This individual will be the manager of the RV property and responsible for all on-site operations. He/she will supervise the entire local staff and other vendors that provide services to the property. His/hers responsibilities will include but not be limited to the following: direct
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maintenance/housekeeping staff, supervise office personnel, insure guest compliance with the property rules and regulations, coordinates sales and marketing efforts, conduct regular inspections for maintenance and environmental compliance, coordinate customer service, guest, tenant and public relations.
Office Manager: The Office manager and supporting office staff will be responsible for all clerical and administrative work in the RV office operations as well as sales and leasing of RV Spaces and Environmental Living Units. The on-site RV office will handle processing of new RV space rentals, guest screening, daily banking, customer file compliance, rent collections, delinquencies, security deposit refund processing and overall customer service responsibilities.
Guest Services and Assistance:
Office Hours: Our philosophy has always been to have an accessible "open door" policy, beginning with 7 days a week (and a 24-Hour on-call member of the team) with 8:00 a.m. – 5:00 p.m. office hours (including most holidays). This allows us to be continually available to meet with new customers, address on-going customer needs and concerns, identify and implement unscheduled site repairs. We are committed to ensuring that all guests enjoy a positive experience. Communication and Service: Communication is the cornerstone of good guest service. An integral part of our plan includes a provision for daily resort walks and property inspections by our employees. This will allow us to communicate daily with tenants and enhance our accessibility. Other vital elements will include an on-site activities director/concierge, newsletters, and regularly updated bulletin boards. These additional services will help develop a sense of community and a "Resort" atmosphere that will enhance and add value to the guest experience. Environmental Safeguards: We feel it is incumbent on any operator to help guest comply with the environmental challenges of RV use. We will insure proper recycling, sewage disposal, trash disposal, provide waste oil recycling and battery removal. Our staff will be properly trained to respond to hazards and protect the environment. We will educate our guest and the public of the benefits and sensitivity of the wildlife preserves that are adjacent to the property. We will remain proactive. Maintenance Plan: We develop, build, and operate our properties. We have established routines and maintenance on all properties including daily walks, property inspections and on-call personnel. No others are as well suited to understand the construction and we are confident in our ability to maintain and repair our facilities. We have a long term vested interest. Retail Tenants: Pier 32 RV Resort has designed the project layout to accommodate Granger Hall, a rental kiosk, guest amenities and other related retail spaces. It is our intention to sublease or operate these related businesses.
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PROPOSED METHOD OF FINANCING
DEVELOPMENT OR LEASEHOLD PURCHASE
Describe the method of financing for the Leasehold purchase or any new or additional development on District tidelands in excess of $100,000. Include a schedule of approximate dates when construction of each significant improvement is expected to be commenced and completed.
SEE FOLLOWING PAGE
SOIQ 12 - 13 Page 14 Pier 32 Gateway Village Marina & RV Resort
METHOD OF FINANCING The Proposer's (John and Beverley Grimstad) past 40 years of financing experience has been concentrated in new property acquisitions, refinancing existing developments, running profitable businesses and arranging for lines of credit to pursue commercial real estate investments. John and Beverley are partners and principals in all the marina projects currently operated by GB Capital Holdings, LLC and Beauchamp Realty, Inc. The Grimstads have worked and continue to partner with Travelers Insurance, Manulife, Ralston Purina, California Bank & Trust, Sanwa Bank, Bank of Southern California, and Wells Fargo.
It is anticipated that Pier 32 RV Resort, LLC will pursue a conventional financing arrangement with an established lending institution for the project. The preliminary proposal and startup expenses (estimated $500,000) will be paid directly from the principals personal financial resources. Any additional expenses leading up to the funding of the initial construction loan will also be paid with the principal's cash reserves.
Construction of the proposed development will be primarily financed by a construction loan through a conventional lender. Our Proforma estimated project cost totals approximately ($7,029,000). A summary of these construction/startup costs is included within the Concept Development Plan.
Proposer has projected a 20% equity participation in the total project cost. It is anticipated that these funds will come from the redemption of liquid money assets (money market funds, CD’s, or mutual funds) and from personal financial cash reserves. This 20% equity participation (approximately $1,405,800) will be deposited in a special construction fund account just prior to the funding of an initial construction loan for Pier 32 Gateway Village Marina and RV Resort.
Preliminary discussions indicate that the probable source of this construction loan will be Wells Fargo. Wells Fargo has an established relationship with the Grimstad family. The lender has represented that the terms of the construction loan will be an interest only arrangement for an estimated period of 18 to 21 months. This 21-month period of interest only financing should allow for the estimated 10-month construction period as well as the first 8 to 10 months of operation. It is anticipated that after the first 10 months of operations the interim financing will be converted into a term loan.
Initial discussions with our lender indicate that the term loan would most likely have a 15 year amortization schedule with a 5 to 7 year due date. The lender has also represented that several renewable options to coincide with the 5 to 7 year due dates could structured into the note. It is expected that this note will be secured by the leasehold interest in the property as well as personally guaranteed by the principals. The current proposed lending institution and contact is as follows:
Wells Fargo Brian P Chambers - VP San Diego RCBO 401 B Street, Suite 2201 San Diego CA 92101 Direct: (619) 699 3087 ∙ Fax: (619) 699-3020 ∙ E-Mail: [email protected]
Upon request resume of Developer’s Financing Experience shall be provided.
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Pier 32 Gateway Village Marina & RV Resort
ESTIMATE OF GROSS RECEIPTS
If this Questionnaire is being completed by a prospective Lessee, please show the best estimate of the average annual gross sales for each significant use or service, and for each significant optional use or service which the Lessee and its Sublessees (if any) plan to conduct on or from the property. (If the Questionnaire is being completed by a Sublessee, only the estimate of the Sublessee's gross sales is required.) This data will be used by the District to analyze the proposed Lease or Sublease Consent application. The time periods shown should not be assumed to necessarily represent the term of a (Sub)Lease that may be granted or consented to by the District.
Average annual gross sales for each proposed significant use during each of the first five operating years:
Uses (Identify Each Use)
YEAR OF RV RENTAL SPACES LAUNDRY CONSESSION AND OPERATION STORE
1 $822,743 $5,759 $41,137
2 $1,180636 $8,264 $59,032
3 $1,936,243 $13,554 $96,812
4 $2,126410 $14,885 $106,320
5 $2,361,201 $16,528 $118,060
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EXPERIENCE STATEMENT
Please describe in detail the duration and extent of your business experience, with special emphasis upon experience with the type of business which you propose to conduct on District property. Also state in detail the pertinent experience of the persons who will be directly involved in development and management of the business.
FOLLOWING PAGE
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GB CAPITAL HOLDINGS OWNER/DEVELOPER/OPERATOR EXPERIENCE STATEMENT:
Pier 32 Gateway Village Marina & RV Resort is proposing to utilize a team of approximately 12 different, consultants, professional and contractor’s people to assist in the planning, design, management, construction and financing of this project. In reviewing the team you will find that our proposed team members have solid experience in this type of project and are more than capable of developing a first class project. The team member’s resumes and references are included following the descriptions.
The organizational chart on the following page has identified the entity involved and their specific role or expertise.
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GATEWAY VILLAGE MARINA • RV RESORT ORGANIZATIONAL CHART
PRINCIPLE / DEVELOPER / OPERATOR JOHN AND BEVERLY GRIMSTAD
PROJECT MANAGEMENT JOHN GRIMSTAD JR / GREG BOEH MERRILEE EKSTROM
W O R K I N G W A T E R F R O N T CO-CHAIR JOHN PASHA CO-CHAIR ED PLANT
R V C O N S U LTA N T P R I M A R Y A R C H I T E C T L E G A L E C O N O M I C D E V E L O P M E N T F I N A N C E R V P A R K C O N S U L T I N G , I N C THE MILLER HULL PARTNERSHIP V O S S , C O O K , & T H E L , L L P T H E L O N D O N G R O U P W E L L S FA R G O RICH STOCKWELL AL THEL NATHAN MOEDER BRIAN CHAMBERS
L A N D S C A P E A R C H I T E C T C I V I L E N G I N E E R S O I L S E N G I N E E R E N V I R O N M E N T A L C O N T R A C T O R E P T D E S I G N R I C K E N G I N E E R I N G A L L I E D G E O T E C H N I C A L M E R K E L & A S S O C I A T E S TBD MATT HALL JOHN GODDARD SANI SUTANTO KEITH MERKEL
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Principal/Developer/Operator John and Beverley Grimstad
Pier 32 Gateway Village Marina & Resort team will be headed by John and Beverley Grimstad as principal owners and developers. The Grimstads are experienced developers, owners, and operators as owners. They are owners, co-owners or former owners of six southern California marinas, one mooring buoy company, and two restaurants. Two of these marinas (Point Loma Marina and Pier 32 Marina) and both restaurants, (Jimmy’s Famous American Tavern and Pier 32 Waterfront Grill) were developed from the ground up by the Grimstad family. The remaining three marinas, Dana West, Ventura West and Oceans West, were built from the ground up by the Beauchamp family. John and Beverley Grimstad will oversee the development activities of the land improvements; provide cash equity in addition to personally guaranteeing the loan and the lease.
Property/Business Management /Project Managers GB Capital Holdings
GB Capital Holdings has developed from John Grimstad's vision and creativity. 6 years after its inception, GB Capital Holdings is a family based business that owns, built and operates 2 Marinas, 2 waterfront restaurants, a recreational mooring field and a mega yacht berthing facility.
Today GB Capital Holdings provides 777 recreational berths for vessels of 20’ through 400’, in San Diego Bay. Additionally GB Capital Holdings provides 10,058 square feet of restaurant space (280 seats) between two restaurants currently gross over 4 million annually and a planned third restaurant is expected to double that gross at a minimum. GB Capital Holdings manages the day to day operation of each of these businesses.
During the past four decades, the Grimstad/Beauchamp family holdings have also included hotels, shopping centers, and multi-family residential properties. In addition, John and Beverly Grimstad were also co-owners of the family owned dental HMO, Western Dental. Western Dental had over 140 offices and annual gross revenue in excess of $250,000,000. Western Dental was sold to a major nation-wide HMO in 2007.
Project Management John Grimstad, Jr., Greg Boeh and Merrilee Ekstrom will provide the day to day RV Resort development and construction management function on behalf of the GB Capital Holdings. They will work collaboratively in the coordination of the work of the architect, Miller Hull, the general contractor (to be determined), the civil engineer, Rick Engineering, the environmental consultant, Merkel & Associates, the soils engineer, Allied Geotechnical Engineers, Inc, the landscape architect, EPD Design, as well as providing all direct contact with Port and National City construction, permitting, inspection and environmental staff.
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Pier 32 Gateway Village Marina & RV Resort
Project Manager John Grimstad Jr.
John is an owner in all of the GB Capital Holdings properties and has over 18 years of management experience, 10 years of direct responsibility for San Diego operations. Mr. Grimstad will be the main principal and will serve as the project manager and will oversee every aspect of the development of the Pier 32 RV Resort. Mr. Grimstad will be involved on a daily basis in the operation of the completed facility. He will work closely with the property manager on corporate issues, as well as assist in managing the facility. Mr. Grimstad will coordinate the activities of the business to ensure quality control. John Grimstad Jr. has spent his career in the direct management of the family business.
• Over 18 years experience in direct management of high volume operations • Over 10 years experience in all aspects of recreational marina operations • Over 10 years experience working with urban planners, waterfront design architects, various waterfront consultants, resource agencies and municipalities.
Recognizing his expertise in waterfront planning and development, Mr. Grimstad was asked by the SDUPD to assist in resolving free anchorage issues within San Diego Bay. He has participated in the vision plan for the “National City Marina District” as well as the North Embarcadero Visionary Plan. Currently Mr. Grimstad oversees management of operations in San Diego.
Project Manager Greg Boeh
Greg Boeh, General Manager of our marinas and one of the restaurants has over 29 years of experience in the hospitality, recreational marina, and maritime industries. He places an emphasis on maintaining the highest standards achievable in all aspects of the business. He is innovative, dedicated and focuses on civic duty, safety, environmental issues, quality control, and the best customer service in the business. Mr. Boeh will supervise all RV resort management responsibilities and will be the primary liaison between the Grimstads, the Port, and National City Staff.
Mr. Boeh has project experience but is not limited to participation in the planning and build of Pier 32, Point Loma Marina, The Waterfront Grill, Broadway Pavilion Complex, Interim Cruise Ship Terminal Improvements, Cruise Ship Terminal Remodel, mobile and fixed passenger bridge system, National City Marine Terminal Berth Extension, Shelter Island Transient Berthing Facility, North Embarcadero Visionary Plan, and the transition of the security of the Cruise Ship Terminal from pre to post 9/11. Mr. Boeh has demonstrated his ability to coordinate, monitor, and direct successful projects.
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Pier 32 Gateway Village Marina & RV Resort
Project Manager Merrilee Ekstrom
Merrilee Ekstrom, Controller of GB Capital Holdings, LLC has over 25 years of experience in retail, art and interior design industries. She has built numerous teams and ran multiple businesses. Her passion for profit and attention to detail bring the financial accountability required of her position. Merrilee places an emphasis on maintaining relationships in all aspects of the business. She is innovative, dedicated and focuses on civic duty, safety, environmental issues, quality control, and the best customer service in the business. Ms. Ekstrom will be responsible for the management and oversight of all financial and accounting aspects of the properties and related business entities as well as be the primary liaison between the Grimstads and the project team.
RV Consultant
RV Park Consulting, Inc., Rich Stockwell will provide consulting services to ensure that we develop a modern, state of the art, marketable project on a solid foundation. Mr. Stockwell is an industry leader and has been involved in the most successful RV Resorts in the country. He will assist in guiding the program of the resort utilizing his vast resource of knowledge and experience to ensure success.
Architect
Miller Hull will ensure that the design and build out of the property are socially responsible and representative of the community for which it is intended. Miller Hull’s design philosophy centers around two essential architectural ideas. One is to use a buildings structure to create a significant place within a site, and the other is to be sensitive to the climate and to respond to the environmental demands with the form of the building.
Landscape Architect
EPT Design will serve the development team to ensure that park like setting of the resort is integrated to keep in mind the operational, maintenance, and native setting. A focus will be the public engagement in the activation of the property through design of the public promenades, observation areas that are integrated yet distinct from the resort.
Civil Engineer
Rick Engineering will provide all civil, structural and storm water management responsibilities associated with the project. Rich Engineering has a proven track record in the business; specific
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Pier 32 Gateway Village Marina & RV Resort local knowledge associated with the project, and has very good working relationships with both our architect and soils engineer bringing a wealth of experience to our team.
Soils Engineer
Allied Geotechnical, Inc. headed by Mr. Tiong Liem is a DBE certified contractor certification #CT-008920, has been selected to provide all geotechnical soils tests, analyses and recommendations for the development.
Environmental Consultant
Merkel & Associates will serve the development team in preparing mitigation implementation plans, procedures and on-going environmental educational, monitoring and management activities. Given the environmentally sensitive nature of this project and the proposer’s desire to be deemed a “good neighbor” the adjacent marsh, wetlands and wildlife refuge, Merkel & Associates assistance is critical to the success of this project.
Contractor
The selected Contractor will be well versed in new commercial construction, tenant improvements and recreational facilities. They will work with the Development Team providing maximum value and benefit for the Client’s real estate investment by ensuring the quality of design and construction meet our high standards.
Maritime Industrial Preservation
We consider the Working Waterfront our team member. We have forged a relationship of respect, and understanding for each other’s needs and goals. We will be working directly with Co-chairs John Pasha, and Ed Plant to ensure that we have a compatible project with the working waterfront.
Legal
Voss, Cook & Thel, LLP will provide guidance in all phases of real estate development and land use planning, including acquisition, financing, construction and leasing, and establishing the appropriate entity type for the development of a particular project.
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Pier 32 Gateway Village Marina & RV Resort
Economic Analysis
The London Group, Realty Advisors will provide a comprehensive economic analysis of the proposed project. Nathan Moder, Principal, is very highly regarded for his depth of understanding of the commercial, industrial, and residential markets in the western United States.
Financial Institution
Wells Fargo along with John and Beverley Grimstad will provide the financing necessary to construct, own and operate the Pier 32 Gateway Village Marina & RV Resort.
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Pier 32 Gateway Village Marina & RV Resort
GB Capital Holdings: Properties/Developments PIER 32 MARINA 3201 Marina Way National City, CA 91950 Ph: (619) 477-3232 · Fax: (619) 474-3202
• Lessor: San Diego Unified Port District • Owned since February, 2004 • 95% owned by the Grimstad Family • Approximately 20 acres land and water area • 250 slips from 22’ to 65’ with end ties up to 120’ • 9,127 square feet of building space utilized or leased for operations or tenants Gross annual revenue in excess of $1.9 million • Managed and operated by GB Capital Holdings, LLC
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POINT LOMA MARINA 4980 N. Harbor Drive, Suite 201 San Diego, CA 92106 Ph: (619) 718-6260 · Fax: (619) 718-6263
• Lessor: San Diego Unified Port District • Owned since December, 2004 • 98% owned by the Grimstad Family • Approximately 5 acres land and water area • 51 slips from 36’ to 100’ with end ties up to 178’ • 25,577 square feet of building space, an additional 11,569 permitted • Gross annual revenue in excess of $1.4 million • Managed and operated by GB Capital Holdings, LLC
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SAN DIEGO MOORING COMPANY 4980 N. Harbor Drive, Suite 201 San Diego, CA 92106 Ph: (619) 718-6261 Fax: (619) 718-6263
• Lessor: San Diego Unified Port District • Owned since May 2003 • 90% owned by the Grimstad Family • 462 moorings • Gross annual revenue in excess of $900 thousand • Managed and operated by GB Capital Holdings, LLC
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JIMMY’S FAMOUS AMERICAN TAVERN 4990 N. Harbor Drive San Diego, CA 92106 Ph: (619) 226-2103 · Fax: (619) 226-2097
• Lessor: Point Loma Marina, LLC - San Diego Unified Port District • Owned since June, 2009 • 51% owned by the Grimstad Family • 5,613 square feet of building and patio space • Gross annual revenue in excess of $3.4 million • Managed and operated by GB Capital Holdings, LLC
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P32 WATERFRONT GRILL 3201 Marina Way National City, CA 91950 Ph: (619) 718-6240
• Lessor: Pier 32 Marina, LLC - San Diego Unified Port District • Owned since March, 2009 • 100% owned by the Grimstad Family • Approximately 4,445 square feet of building and patio space • Gross annual revenue in excess of $360 thousand • Managed and operated by GB Capital Holdings, LLC
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HARBOR ISLAND WEST MARINA 2040 Harbor Island Drive San Diego, CA 92101 Ph: (619) 291-6440
• Lessor: San Diego Unified Port District • Owned since August 1981 – 100% by Beauchamp Family • 15% owned by John and Beverley Grimstad • Approximately 25 acres land and water area • 620 slips from 21’ to 100’ • 9,700 square foot, 250 seat, dinner house restaurant named the Boathouse. Restaurant sublessee of Harbor Island West Marina for 23 years. Gross annual sales for restaurant operation in excess of $3.0 million • 10,500 square feet of building space leased to various office and retail tenants including a 1,200 square foot Deli/Café, yacht brokers, sailing club and maritime attorneys. • Gross annual revenue in excess of $3.6 million • Managed and operated by Beauchamp Realty, Inc.
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DANA WEST MARINA 24500 Dana Point Harbor Drive Dana Point, CA 92629
• Lessor: County of Orange, CA • Owned since 1976 – 50% owned by Beauchamp Family • 5% owned by John and Beverley Grimstad • 981 slips from 20’ to 80’ • Six buildings with approximately 18,000 square feet of building and retail space • 1,900 square foot Yacht Club with annual food and beverage sales of $450,000 • Gross annual revenue in excess of $4.0 million • Managed and operated by Beauchamp Realty, Inc. • Original Developer/Builder: Beauchamp Family
SOIQ 12 - 13 Page 38 John A. Grimstad 4980 N. Harbor Drive, Suite 200 ∙ San Diego, CA 92106 Ph: (619) 688-9217 ∙ Cell: (858) 442-5829 E-Mail: [email protected]
WORK HISTORY
2006 – Present President and CEO GB Capital Holdings, LLC Responsibilities included the development of project concepts, lease negotiation, project analysis, permit process, including city and coastal commission; architectural design and construction of properties and continuing to overseeing the operations of marinas, and restaurants that were developed, and are owned and operated. Primary responsibility is the development of assets and diversification of holding GB Capital Holdings, LLC portfolio. This includes the financing and refinancing of ongoing properties and acquisitions, as well as planning and implementation of Capital Development programs.
2002 – Present Board Member Beauchamp Family Investments
1990 – 2001 President and CEO Beauchamp Realty, Inc. Responsibilities included overseeing the operations of 2,100 boat slips, 2,200 apartment units and 2 major shopping centers totaling a value of $270,000,000. Heavily involved in the financing and refinancing of ongoing properties and acquisitions. Supervised numerous capital improvement projects including major dock renovations and tenant upgrades/refurbishments of retail office buildings.
1985 – 1990 Founding Partner Canyon Cove Company Formed a development and construction company for various ventures including a 20-Home, Single Family Residential development as well as custom home project. Obtained financing, completed land acquisition, project analysis, and permit process: architectural design and construction of properties: marketed and sold projects.
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1971 – 1985 Founding Partner Grimstad & Hile Originated and developed 14 chain Coin Laundry operation in locations throughout Orange and San Diego Counties: site selection and acquisition, sore and equipment purchase and maintenance, leasing, financial management and supervision of employees.
Designed, developed, built and sod 4,000 square foot, 125 washer Coin Laundry. Property recognized industry-wise as one of the outstanding facilities of its kind in the country.
1977 – 1979 General Partner La Costa Carlsbad partnership Developed and built 31 single-family homes.
1972 – 1977 Developer and Private Investor As a licensed contractor, individually and in partnerships, purchased land, subdivided property, developed building plans, built and supervised sales of projects
• Subdivided 56 lots – Lake Forest, 1976 • $80,000 Major Remodel – Balboa, 1976 • Constructed 15 Single Family Homes – Tustin, 1975 • Constructed 5 Single Family Homes – Costa Mesa, 1973 • Subdivided 61 Lots, Lake Forest, 1973
1970 Partner and Construction Supervisor Windjamer Apartments Final construction, supervision and management of 264-unit Windjamer Apartments, Huntington Beach, California
1970 – Present Owner J A Grimstad Development Company Class B General Contractor. Valid through 2/1/2013
Education Colorado School of Mines – Engineering, 1968 Orange Coast College – Honors Graduate, 1967
Personal Born 1944; Married to Beverley; five children; enjoy sailing and surfing
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John A. Grimstad, Jr. 4980 N. Harbor Dr. Suite 200 San Diego, CA 92106
Office (619) 688-9217 Mobile (619) 204-3805 [email protected]
PRESIDENT
—Key Areas of Leadership & Expertise— Strategic Business Planning ~ Marina & Restaurant Operations ~ Leadership ~ Investing ~Marketing ~ Public & Community Relations ~ Vendor Relations & Procurement ~ Profit Optimization
PROFESSIONAL EXP ER IE NCE
2006 – Present President GB Capital Holdings, LLC Lead the executive team and management of San Diego based operations including: Pier 32 Marina, Point Loma Marina, San Diego Mooring Company, Pier 32 Waterfront Grill, and Jimmy’s Famous American Tavern. Facilitate community relations and outreach.
2002 – Present President San Diego Mooring Company Lead the executive team and management of the San Diego Mooring Company includes the monitoring of revenue and expenses for the facilities, project development, implementation and management of major maintenance and capital development projects, and business development of contracts outside normal mooring operations.
1994 – 2002 Regional Manager Western Dental Advanced to Regional Manager with oversight for 9- dental offices in Southern California region. Directly supervised Dentists, Office Managers, Hygienists, and Office staffs, including business development, operations and human resources.
EDUCATION
BA -Business Administration, San Marcos State University – 1994
Professional Affiliations
San Diego Port District ~ California State Lands Commission ~ San Diego Port District Tenants Association
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Gregory W. Boeh 4980 N. Harbor Drive, Suite 200 · San Diego, CA 92106 Ph: (619) 688-9217 · Cell: (858) 442-5829 E-Mail: [email protected]
Qualifications and Experience
• Marina & Mooring Management- Including lease negotiations & maintenance responsibilities, 777 recreational vessel berths • Employee Management- Oversee 25 direct reports & up to 700 in-direct employees • Budget Development & Management • Security & Safety - Knowledge of safety procedures & training- liaison between Port of San Diego, CBP, Fish & Game, FBI, USCG, Police officials, & private security • Port Operations -Governmental operation procedures, berth & space utilization, billing, lease development & enforcement, knowledge of passenger, cargo and ground transportation logistics
Professional Experience
GB Capital Holdings, LLC October 2007 to Present San Diego, California – General Manager. Responsibilities include management of the Pier 32 Marina, Point Loma Marina, San Diego Mooring Company, and The Pier 32 Waterfront Grill. Responsibilities include rental and operation of 777 recreational berths upon San Diego Bay, Management of 34,704 square feet of rental or rental amenity facilities, 25 acres of marina property, and all day to day operations, including: directing of maintenance/housekeeping staff and office personnel, insure guest compliance with the property rules and regulations, coordinates sales and marketing efforts, conduct regular inspections for maintenance and environmental compliance, coordinate customer service, guest, tenant and public relations, quality control, and operations within an annual budget. Additionally responsible for the shore side and waterside, tenant rentals, guest screening, daily banking, customer file compliance, rent collections, delinquencies, security deposit refund processing and overall customer service responsibilities.
Boeh Trust – Property Management June 1998 to Present San Diego, California – Property manager, Manage six residential properties in the San Diego Area. Responsibilities include lease negotiation, property inspection, advertisements, repairs, city permits, and construction
San Diego Unified Port District March 1992 to October 2007 San Diego, California – Held the following positions: Marine Operations Supervisor, National City Marine Terminal, Marine Operations Manager/ Marine Operations Supervisor (May 2007-Oct 2007); Cruise Ship Terminal and Embarcadero (2001-2007); Marine Operations Manager, National City Marine Terminal (2000-2001); Maintenance Worker II (1995-2000); Wharfinger, Marine Operations Department (1992-1995); Responsibilities include management of the various staffs, and supervision of the day-to-day operations of numerous terminals, deep-water berths and processing warehouses. Monitor annual throughput
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of automobiles, lumber, military operations, and a bi-weekly Ro-Ro service to Hawaii. Perform administrative tasks including monthly tracking and billing, adhesion to annual minimum guarantees, implementation of the tariff, as well as annual budget projects. Manage terminal operator and lease agreements. Serve as project manager for capital development and major maintenance projects. Maintain contact with Port District tenants ensuring that customer service is rendered in a timely fashion.
San Diego Photographic Services February 1994 to February 1998 San Diego, California – Owner/Operator: Responsibilities included day-to-day operations of a successful quick-paced business aboard a daily Cruise Ship to Ensenada, and the local Harbor excursion vessels. Held business meetings with prospective and existing customers, and renegotiated the facility lease. Established and managed a budget and business plan that facilitated a capital improvement program (acquisition of equipment). Installed preventative maintenance programs. Reduced the need for major maintenance expenditures. Worked within State and Federal guidelines to implement a hazardous waste disposal and containment contract. Ensured safe working conditions through staff training, and elimination, or isolation of identified hazards. Performed office administrative tasks related to payroll, personnel files, accounting, research projects, and recording of State and Federal tax. Trained employees to perform work-related duties and supervised them in daily operations.
Star and Crescent Boat Company 1988 to 1992 San Diego, California – Primary Ocean Operator aboard 60’ to 150’ bay tour and charter vessels: Responsibilities included operation, passenger safety, crew supervision, and management of ship personnel, implementation of general maintenance programs. Monitored cash revenue and daily vessel logs in accordance with Coast Guard rules, regulations, and inspections.
Hydrofoils “Sea World II, III, VI” San Diego, California – Primary Ocean Operator aboard 34’ Hydrofoils engaged in excursions in Mission Bay: Served as primary operator. Responsible for passenger safety, crew supervision, hiring and firing of personnel, U.S. Coast Guard Inspections, maintenance and upkeep of machinery.
Associations
• Port Tenants Association, Board Member • National City Chamber of Commerce, Board Member • Working Waterfront, Member • Maritime Alliance, Member • Operation Clean Sweep Participant
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MERRILEE EKSTROM 4980 North Harbor Dr. Suite 200 San Diego, CA 92106 Office (619) 222-1990 Mobile (619) 209-1987 [email protected]
CONTROLLER GB CAPITAL HOLDINGS, LLC. Responsible for the management and oversight of all financial and accounting aspects of the properties and related business entitities. —Key Areas of Leadership & Expertise— Strategic Business Planning ~ Retail Store Operations ~ eBusiness ~ Teambuilding & Leadership ~ Client Relations Marketing ~ Public & Community Relations ~ Vendor Relations & Procurement ~ Training & Development Product Selection ~ Merchandising ~ Customer Service ~ Profit Optimization
PROFESSIONAL EXP ER IE NCE
TARGET, San Diego, CA 2009 to present Store Team Leader Leading a team of 10 executives, 25 leaders and 300+ team members in a $77M, general merchandise, grocery and pharmacy store. Prototype store for Integrated Guest Service and self-checkout.
MIXTURE / MIXTUREHOME.COM, San Diego, CA 2008 to 9/2009 Vice President of Operations Direct day-to-day operations of privately owned 8500 sq. ft. high-end furniture, original art and interior design showroom, and website: www.mixturehome.com, supervising staff of 8.
GAP INC. OUTLET, San Diego, CA 2006 to 2008 District Manager–San Diego District Provided direct oversight to 2 general managers and 7 store managers for 9 store, $80M district selling all 4 Gap brands: Gap, Gap Kids, Banana Republic and Old Navy).
ARTHUR KAY INC. (VETRO & ESTEBAN INTERIORS), San Diego, CA 2004 to 2007 Executive Vice President / CFO Established new business comprised of high-end vintage glass gallery, interior design showroom and website (www.estebaninteriors.com). Negotiated lease agreements and vendor contracts; managed accounts payable and receivable; approved showroom and website merchandising and display. Created and executed marketing and public relations initiatives.
POLO RALPH LAUREN–FACTORY OUTLETS OF AMERICA–WESTERN REGION, San Diego, CA 2001 to 2003 Senior Director of Stores Managed 35-store 11-state region encompassing California, Hawaii, Michigan, Illinois, Iowa, Missouri, Minnesota, Texas, Arizona, Oregon and Washington with $200M volume.
GAP INC. 1991 to 2001 Regional Manager–Southern California–Old Navy (2000–2001)District Manager–Southwest District–Banana Republic (1995–2000) General Manager—Banana Republic (1991–1995)
EDUCATION
UNIVERSITY OF CALIFORNIA, Santa Barbara, CA BA in Sociology / Minor Certification in Athletic Coaching Activities—Women's Intercollegiate Volleyball team NCAA Division 1 (Scholarship Athlete) Professional Affiliations President—The Art & Design District, Little Italy-San Diego ~ Executive Board Member—Little Italy San Diego
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Pier 32 Gateway Village Marina & RV Resort
Richard (Rich) Stockwell, President
812 Shoshone Drive La Conner, WA 98257 360.466.3322 – Fax 360.466.1218 www.rvparkconsulting.com [email protected]
Executive s experienced in new company development, RV Park management, team building, negotiations, marketing, sales management and financing with a record of problem solving. Developed and managed a raw ground property into a top waterfront RV park resort property listed in the top one hundred in the United States for ten years. Property development and real estate sales. Built a medical replacement company to #2 in North America. Sold to a Fortune 500 company. RV IndustryRepresented Profess medicalional productExperience: companies from start-up to industry leaders
RV Park Consulting Inc
2000 – Present Company is consulting with proposed RV Parks and Resorts throughout North America. www.RVParkConsulting.com Actual RV Park Consulting started in 1993, as the State of Washington started sending prospective parks to learn how to do a “state of the art park”.
We complete feasibility studies, do conceptual design, permitting, business plans, financing, management, and complete operation audits. Our consulting involves both operational and contemplated RV parks and resorts. We have worked with over 440 RV Parks and Resorts Fidalgothroughout Bay North Resort America.
1993-2003 Developed personally held salt water front property completing all land use hearings for shoreline permits, construction, and business plan for funding of a five million dollar state of the art 187 site RV Park. Managed, developed an office team, marketing, to become the number one park in Washington State. Project rated in the top ten in North America on the internet and top 100 in the United States by the directories. The FBR Project is under new Offices ownershipin RV Industry in 200 3.held :
February 2011. Our firm was selected as the ‘go to consulting company” for RV Resorts in North America. We were invited to a presentation with top Chinese Government officials who want us to assist in accelerating the RV industry in China. Property selection is in process.
Rich Stockwell was speaker at the LCOA (Louisiana & Mississippi park owners meeting March 2008 Rich Stockwell was a speaker at the Iowa RV Park Association October 2006 Rich Stockwell was a speaker "Wake Up and Smell the Money" at the National RV Park and Campground (ARVC) convention November 29, 2005 in Austin, Texas Members of National Recreation and Park Association. Attended the leadership summit in March of 2005. Rich was the featured speaker at the Ohio RV Park Owners Annual Convention
RV Park Consulting Inc., Background Page 1 SOIQ 12-13 Page 45 Pier 32 Gateway Village Marina & RV Resort
• • • RVPC exhibited at the 2006 ARVC show in Orlando and the booth was continually full. Rich Stockwell is an advisor for "RV Trade Digest"' Magazine • Rich Stockwell was a Speaker on "Trends in RV Park Design" at the National RV Park and Campground convention December 4, 2004 in Savannah, Georgia • Rich Stockwell spoke at the National ARVC Convention in Austin Texas in November of 2005. Title of the talk was “Wake Up and Smell the Money” • Rich Stockwell serves on the Washington State Department of Health, RV Hook-up Advisory Group - • 2004 - 2005 • Member of National Recreation and Park Association • Member of Association of RV Parks and Campgrounds (ARVC) Washington State RV Parks and Campgrounds (WARVC) • Barbara Stockwell - Secretary of Washington Association of RV Parks and Campgrounds (WARVC) 2003 & 2004 • Rich & Barbara served as Council of Delegates at the ARVC conventions in November of 2002 and 2003 representing Washington State • Rich Stockwell - Vice President of Washington Association of RV Parks and Campgrounds (2003 & • 2004) Rich Stockwell - Board Member of WARVC 1996 BackgroundsCommercial Include: Member of Family Motor Coach Association (FMCA)
Legal – Expert Witness • • • Court Witness for RV Park management requirements • Appointee by the Trustee for a sale in Arizona Bankruptcy Court Expert witness in a Virginia RV Park dispute BusinessExpert Experience witness in Louisiana against FEMA contractor Fluor • • • Developed, Owned & Managed a top quality waterfront 187 site RV Park for ten years • Real Estate Development & Sales • Permitting with State and Local Municipalities Public Relations and Marketing • Business development (including a medical insurance corporation that covered the U.S. and Canada, selling to a major corporation) Web site development Retail marketing and purchasing Catalog business
Currently RV Park Consulting has assisted over (440) four hundred and forty potential and existing RV Parks, RV ParkResorts, Consulting and RV also Storage assists units. in development and ownership of parks through its subsidiary “RV Park and Campground Investors, LLC”.
SOIQ 12-13 Page 46 PROJECT TEAM E Pier 32 Gateway Village Marina & RV Resort
Norman Strong
FAIA, Partner, LEEDTM AP, Partner-in-Charge
REGISTRATIONS In 2007, Norman received the BetterBricks Advocate Award, recognizing him as Architect: Washington State, Oregon, Idaho, a national leader promoting solutions and opportunities for energy and carbon Montana, California, Michigan & British Columbia reduction without compromising on high design. This includes advocating AIA’s 2030 challenge targeting energy neutrality by the year 2030. Norman is also co- NCARB certified chair of the sustainable development committee for NAIOP (National Association LEEDTM Accredited Professional of Industrial and O ce Properties). EDUCATION Bachelor of Architecture, Norman Strong has been a leader @ Miller Hull for over 30 years. In 2011, in an Washington State University effort to better serve our existing clients and to continue to develop the emerg- Bachelor of Science in Architectural Studies, ing leadership at Miller Hull, he lead the firm to open an office in San Diego. Even Washington State University though Miller Hull has been doing projects in San Diego since 2004 doing work for UCSD, the GSA, and other private developments, his focus on developing new rela- AFFILIATIONS/ACTIVITIES tionships and being a part of the community is of great importance to the future of • 2008 AIA Northwest & Pacific Region Medal the firm in Southern California. of Honor
• 2007 Better Bricks ‘Advocate’ Award Current San Diego based organizations that Norm and Miller Hull are involved with include: • 2005-07 Vice President, AIA National
• 2003 Fellow, AIA National Urban Land Institute / San Diego & Tijuana (ULI) San Diego Architectural Foundation (SDAF) • 2002-05 Director, AIA NW & Pacific Region, AIA National Board San Diego Downtown Partnership Palomar College President’s Associates • 2000 President, AIA Seattle Chapter Marina Recreation Association (MRA) • 2000 Trustee, Seattle Architectural Foundation SELECTED PROJECTS • Member, ICC • Bellevue College, Science & Technology Building, Bellevue, WA • Member, Architects Roundtable • South Puget Sound Community College, Natural Sciences Complex • Tacoma Community College, Science & Engineering Building, Tacoma, WA • Member, National Trust for Historic Preservation • Cascadia Community College, Global Learning and the Arts, Bothell, WA • Whitworth University, Biology & Chemistry Building, Spokane, WA • Member, AIA NW & Regional Finance • WSU Institute for Shock Physics, Pullman, WA Committee 1998-2000 • Seattle Pacific University, Phase 1 Science Building, Seattle, WA • Member, WSU Department of Architecture • Seattle Pacific University - University Center Advisory Council • University of Washington Coaches Launch House, Seattle, WA • University of Washington Conibear Renovation & Addition, Seattle, WA • Fisher Pavilion at the Seattle Center, Seattle, WA • GSA San Ysidro Land Port of Entry, San Ysidro, CA
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Robert Hull FOUNDING PARTNER, FAIA | LEAD DESIGNER
A founding partner of Miller Hull along with David Miller, Robert has been the creative REGISTRATION force behind the majority of the firm’s public projects and community buildings. An Architect: Washington State; British Columbia award-winning design architect, Robert’s experience on a wide range of project types goes beyond meeting the program requirements. It is a search for ideal solutions. With EDUCATION over 30 years of practice, he has helped foster within his firm an emphasis on creative Bachelor of Architecture, Washington State University team design while providing strong inspirational conceptual leadership. Communication skills and ease in the public forum of architecture are recognizable talents that Bob has AFFILIATIONS/ACTIVITIES instilled into the firm practice. These attributes have resulted in design projects that 200+ AIA Design Awards reflect the input of the users in thoughtful and enriched design solutions. Award Recipient - AIA Seattle Gold Medal, Co-award with David Miller, 2010 Bob has extensive experience designing buildings for public agencies and local communities that include components such as gymnasiums, activity & exercise Award Recipient - Washington State University Regent’s rooms, catering kitchens and multipurpose spaces for dining or other uses. Externally Distinguished Alumni Award, 2007 many of these projects include site amenities such as outdoor classroom buildings, picnic shelters, amphitheaters and restroom structures. Bob’s projects are community AIA National Firm Award, 2003 oriented, well received by the public and in constant use. Fellow - American Institute of Architects, 1992 SELECTED PROJECTS • Northgate Community Center, Library & Civic Park, Seattle, WA • Mercer View Community Center, Mercer Island, WA • South Tacoma Community Center, Tacoma, WA • Fisher Pavilion at the Seattle Center, Seattle, WA • Discovery Park Visitors Center, Seattle, WA • Tillamook Forest Center, Tillamook, OR • Hands On Children’s Museum, Olympia, WA • Moses Lake City Hall and Museum, Moses Lake, WA • LOTT Clean Water Alliance Regional Services Center, Olympia, WA • Conibear Center at the University of Washington, Seattle, WA • Open Window School - Vista Academy Addition, Bellevue, WA • UC, San Diego, Structural Engineering & Materials Building, La Jolla, CA • Point Loma Marina, America’s Cup Harbor, San Diego, CA • Pier 32 Marina on San Diego Bay, National City, CA • Harbor Island West Marina, San Diego, CA
THE MILLER HULL PARTNERSHIP
SOIQ 12-13 Page 48 ARCHITECTURAL TEAM 04 Pier 32 Gateway Village Marina & RV Resort
John Barton
Project Manager
REGISTRATIONS John is a project manager with 15 years of experience, the last five years of which TM LEED Accredited Professional have been with Miller Hull. John has worked on a number of larger projects with EDUCATION Robert Hull including the Epiphany School, and the award-winning LOTT Alliance Bachelor of Architecture, Regional Services Center & Lab. John and Robert have also worked exclusively University of Cincinnati, together on a 4,500-square-foot waterfront laboratory and outreach center for College of Design Architecture Art & Planning the National Oceanic and Atmospheric Administration (NOAA), un-built; the 20,000-square-foot Harbor Island Marina, currently on the boards; and the award- AFFILIATIONS/ACTIVITIES winning 21,000-square-foot The Wharf at Point Loma on Shelter Island in San Diego. • Office Mentor & Resource - Wall Assemblies and Detailing John is a senior technical designer whose knowledge of building envelope and constructability issues is a great asset throughout the design process. John is a focused, detail minded, and well organized project manager; his communication skills and team approach to problem solving help to facilitate positive and collaborative team dynamics. John will be responsible, along with Robert, for developing the building program, schematic design, and design development. As the project moves into construction documents, John will take the lead on the detailing effort and continue to strengthen the project’s design through the detailing process.
SELECTED PROJECTS • The Wharf at Point Loma, America’s Cup Harbor, San Diego, CA • Kettenburg Marine Center, San Diego, CA • Harbor Island Marina • Cascadia Community College: Center for Global Learning & the Arts, Bothell, WA • LOTT Alliance Administration Center & Lab, Olympia, WA • Epiphany School, Seattle, WA • Muckleshoot Early Childhood Education Center, Auburn, WA • Open Window School: Vista Expansion, Bellevue, WA • Hands On Children’s Museum, Olympia, WA • Technology Access Foundation, Seattle, WA
CONTACT INFORMATION John Barton, AIA The Miller Hull Partnership, LLP Polson Building, 71 Columbia, 6th Floor Seattle, WA 98104 206.682.6837 Fax 206.682.5692 [email protected] www.millerhull.com
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PROJECT APPROACH
This project is expected to demonstrate that coastal development and ENVIRONMENTALLY SENSITIVE DESIGN environmental stewardship are not exclusive. As was stated by Laura NATIONAL TOP TEN EARTH DAY AWARDS Hunter of the Environmental Health Coalition at the California Coastal 2011 LOTT Clean Water Alliance Commission hearing on July 11th, the environmental community has Regional Services Center, Olympia, WA pledged their support of the CVBMP with the expectation that the 200 South Lake Union Discovery Center, Seattle, WA Among the handful of firms truly practicing built product represents the best in coastal development. The first 200 Environmental Services Office Building, ecological design, none are delivering large, significant project within the CVBMP to go vertical, the Pacifica project University Place, WA complex building projects at a higher level of will set the bar for the future build out, and it is imperative that the 2003 Fisher Pavilion at the Seattle Center, WA first phase meets the expectations of all stakeholders, particularly the 2000 Bainbridge Island City Hall, WA performance and beauty than the Miller Hull environmental organizations. 199 Patagonia Distribution Center, Reno, NV Partnership. Contributing to this success is their skill in orchestrating a highly collaborative design This challenge is exhilarating for us, as our reputation is based process with their consulting partners and project on 3 years of designing projects in sensitive sites. Our work is OTHER SUSTAINABLE DESIGN AWARDS stakeholders, their performance-based design designed to leave the smallest possible footprint on its environment. 2012 AIA What Makes it Green Award: LOTT Clean Water approach, and the rigor and discipline they bring We incorporate green building techniques from the early conceptual Alliance Regional Services Center, Olympia, WA phase, resulting in long-term operational and maintenance cost 2012 AIA What Makes it Green Award: Bullitt Center, Seattle, WA to their work. savings by reducing the amount of energy needed to operate the 2011 Eco-Structure Magazine Evergreen Awards: Bullitt Center, building as well as the amount of energy required to construct the Seattle, WA Robert Pe a, Associate Professor, University of Washington 2010 Sustainable Building Industry Council Beyond Green Award: Department of Architecture, Integrated Design Lab 2. 2012 building. With our extensive experience, we can guide you through the cost-benefit analysis of each sustainable strategy component. LOTT Clean Water Alliance Regional Services Center, Olympia, WA Miller Hull is committed to being sustainable in our business practices, 2010 AIA What Makes it Green Honorable Mentions: as well. To offset the greenhouse gasses produced in our operation Northwest Maritime Center, Port Townsend, WA energy use, production of office equipment and supplies, etc. , we 2009 Sustainable Building Industry Council Beyond Green Award: purchase Green Tags, which substitute renewable energy sources to itsap County Administration Building, Port Orchard, WA ensure our office is Carbon Neutral. 200 AIA What Makes it Green Top 10 Regional Award: Bertschi School, Seattle, WA Sustainable principles are inherent in everything that Miller Hull 2007 Boston Society of Architects Sustainable Design Award: produces, but the degree that we design to is determined by the Patagonia Distribution Center, Reno, NV client. We work with our clients to determine how environmentally 2007 Boston Society of Architects Sustainable Design Award: beneficial design can enhance their particular project and integrate South Lake Union Discovery Center, Seattle, WA with their priorities.
We have completed LEEDT C projects, including: one Platinum and seven Gold Certified projects, received AIA N T T G P A and are currently working on projects that are designed to N energy consumption and projects designed to meet the L C T Bullitt Center, Seattle, WA under construction Designed to meet the Living Building Challenge, the highest standard of sustainable design.
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COST CONTROL, COLLABORATION & FLEXIBILITY OUR APPROACH We have found the best way to stay on schedule is to stay on budget, utilizing a . This should include integration of your general contractor early in the process. Working closely with CM/GCs and/or independent estimators provides pertinent cost intelligence in “real time” as we monitor market conditions, which in turn informs the design. Our best successes resulted from using costing data beyond the pricing milestones to facilitate life-cycle cost studies, analyze cost and schedule risk, and facilitate value engineering workshops. Miller Hull will be intimately involved in these efforts, reviewing and ensuring that , and we will facilitate efficient CM/GC cost reconciliations when available to ensure smooth and efficient transitions from phase to phase.
In addition to controlling costs, the single most effective key to schedule management is planning and communication. As we commence each project in our office, the entire design process is planned including critical path relationships, participation among key team members and core steering groups, key presentations, regular team meetings, progress submittals, agency coordination, CM/GC procurement and constructability tasks if applicable, and review periods all within established, realistic phase durations. The schedule is the team’s road map for a project and it must be clear and current.
PERFORMING WITHIN BUDGET Early decisions establish the foundation for project success. In this economic climate where public institutions are under pressure to make smart and careful decisions, our process includes budgetary “check-points” throughout the process. Program verification allows for budget reconciliation to occur from the very start and sets the tone for conceptual design work to be developed afterwards. Cost reports developed after the completion of each sub- phase allows the project to make minor, incremental adjustments during the course of conceptual design without significant impacts. It has been our experience that substantial changes late in the design process have the greatest, adverse project cost and schedule impacts. While this approach keeps the project within the budget and on schedule, it also manages expectations among the various constituents from drastic changes in design direction. This successful model applies to either Design-Bid-Build or CM/GC delivery methods. Tracking costs during the design process would be proposed to occur at these stages: • is performed, comparing the project’s starting point with other comparable projects at academic institutions and market forecasts. This exercise strives to make the cost of the project more open and understandable to everyone, particularly with those without a cost estimating background, as the project begins the visioning process. • is developed once the program needs are identified, and where historical costs for similar projects are compared to the program. Our team will investigate and develop budgets for portions of the work. • will be developed for each program layout option for evaluation before proceeding with the preferred option. Our team will compare the costs of the various program options, and refine and develop costs for the building envelop and interiors. This work includes further refinement of costs for on and off site development. • is the estimate of probable cost for the one preferred and developed approach option, and is updated as the project proceeds from Design Development through Construction Documents.
Life-cycle costing studies can also assist in decision making during the schematic design process by shedding light on potential operations and maintenance (O&M) costs. We recognize that proper funding for O&M costs can be difficult for a public agency. We encourage the University to take these opportunities into consideration when budgeting a project such as this — particularly keeping this facility’s attractiveness in tip-top shape to properly serve as a recruitment tool. Our team can assist with both the capital and operations budgets during these critical planning efforts.
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