DESTINATION: Pinellas

PINELLAS COUNTY BOARD OF COUNTY COMMISSIONERS // CONSULTING SERVICES

SPORTS & EVENTS FACILITY ANALYSIS PROPOSAL // RFP 189-0358-P (RG) JUNE 25, 2019 // PINELLAS COUNTY, FL

DESTINATION: pinellas

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1 ,, • • 2 189-0358-P (RG) SUBMIT TO:

PINELLAS COUNTY BOARD OF COUNTY COMMISSIONERS 400 S. FT. HARRISON AVENUE Pinellas~ REQUEST FOR ANNEX BUILDING – 6TH FLOOR (o~~~ING CLEARWATER, FL 33756 PROPOSAL

ISSUE DATE: MAY 31, 2019 PROPOSAL SUBMITTALS RECEIVED AFTER SUBMITTAL DATE & TIME WILL NOT BE CONSIDERED TITLE: CONSULTING SERVICES, FEASIBILITY ANALYSIS/STUDY FOR RFP NUMBER: 189-0358-P (RG) SPORTS AND EVENTS FACILITIES

SUBMITTAL DUE: JUNE 25, 2019 @ 3:00 P.M. PRE-PROPOSAL DATE & AND MAY NOT BE WITHDRAWN FOR 120 DAYS FROM DATE LISTED ABOVE. LOCATION: NOT APPLICABLE

DEADLINE FOR WRITTEN QUESTIONS: JUNE 14, 2019 BY 3:00 P.M. SUBMIT QUESTIONS TO: ROSA E. GARCIA, CPPO AT [email protected] Phone: 727/464-3148 Fax: 727/464-3925

THE MISSION OF PINELLAS COUNTY Pinellas County Government is committed to progressive public policy, superior public service, courteous

PROPOSER MUST COMPLETE THE FOLLOWING NO CHANGES REQUESTED BY A PROPOSER WILL BE CONSIDERED AFTER THE RFP OPENING DATE AS ADVERTISED. BY SIGNING THIS PROPOSAL FORM YOU ARE ATTESTING TO YOUR AWARENESS OF THIS POLICY AND ARE AGREEING TO ALL OTHER PROPOSAL TERMS AND CONDITIONS, INCLUDING ALL INSURANCE REQUIREMENTS.

PROPOSER (COMPANY NAME): ______Sports Facilities Advisory, LLC D/B/A ______MAILING ADDRESS: ______600 Cleveland______Street, Suite 910______CITY / STATE / ZIP ______Clearwater,______FL 33775 ______COMPANY EMAIL ADDRESS: [email protected]______PHN: (__)______727 674-2366 FAX: (__)______727 462-2800 *REMIT TO NAME: ______Sports Facilities Advisory, LLC (As Shown On Company Invoice) CONTACT NAME: ______Eric Sullivan ______FEIN#______32-0109344 Proper Corporate Identity is needed when you submit your proposal, specifically how your firm is registered with the Florida Division of PRINT NAME: ______Corporations. Please visit www.sunbiz.org for this information. EMAIL ADDRESS: [email protected]______

I HEREBY AGREE TO ABIDE BY ALL TERMS AND CONDITIONS OF THIS RFP, INCLUDING ALL INSURANCE REQUIREMENTS & CERTIFY I AM AUTHORIZED TO SIGN THIS RFP FOR THE PROPOSER.

AUTHORIZED SIGNATURE: ______

PRINT NAME/TITLE: ______Eric Sullivan, Partner

THIS FORM MUST BE RETURNED WITH YOUR RESPONSE

PINELLAS COUNTY PURCHASING RFP – FORMAL/INFORMAL REVISED: 01-2019 3 THE SPORTS FACILITIES ADVISORY CONTENTS PROPOSED SERVICES

Enclosed in the document:

pg. 2 - SECTION 1 | SIGNATURE PAGE

pg. 4 - SECTION 2 | COVER LETTER

pg. 27 - SECTION 4 | VENDOR REFERENCES

pg. 28 - SECTION 5 | FORMS

Custom services proposal prepared for the sole use of Pinellas County, FL 4 THE SPORTS FACILITIES ADVISORY SUBJECT SUBHEADLINE June 25, 2019

Pinellas County Board of County Commissioners 400 S. Ft. Harrison Avenue Annex Building - 6th Floor Clearwater, FL 33756

Dear Selection Committee:

As a 16-year old business born and grown here in Pinellas County, we could not be more pleased to submit this proposal for this important economic development opportunity. Jason Clement, Eric Sullivan, and myself are each Leadership Pinellas Alumni with long-standing board and community involvement. We are committed to Pinellas County as it is where we live and raise our families. We are thrilled to offer the benefits of our familiarity through numerous prior Pinellas County engagements, the power of the SFA resources, and the efficiency gained through our long standing and positive relationships with so many of the key stakeholders that will be directly involved with this project.

As you know, we have overseen more than 2,000 similar engagements producing Billions of dollars in developments, and more than 25 Million visits to destinations annually! We hope you will read every word and consider the powerful and unique resources we bring to projects. We are known to be visionaries, financial realists, deeply accountable to our recommendations, and we produce the most proven and time tested analysis in the industry. You will enjoy visiting www.sportadvisory.com website and will value the real-world results, and data that is only available to SFA through the www.SFMnetwork.com

Pinellas-County-based Sports Facilities Advisory (SFA) is the nations-leading authority on the feasibility assessment, program planning, finance, and development of sports-tourism/events centers and community recreation venues. As the Exclusive Sports Strategic Partner to the International City Managers Association (ICMA), SFA advises public sector clients around the world. Most importantly we are the most reputable financial-forecasting service available. This is because we have spent the past 16+ years developing and refining our algorithms, market research, and relationships. Today SFA analysis is the most trusted in the industry allowing the most important sports tourism projects in America to be financed based on SFA feasibility studies, Pro-formas, and Economic Impact Studies.

We are regularly called upon by local, state, and national government agencies to produce market analysis, program plans, construction and start-up cost estimates, cash flow forecasts and tourism based economic impact studies. In fact SFA has served as Advisors to The President of the United States of America Office of Economic Advisors, The U.S. National Parks Service, The Stateof Michigan Pure Michigan Program (SFA produced the Sports Tourism Economic Impact Calculators for Pure Michigan), The NHL, Florida Parks and Recreation Association (SFA is producing the first ever calculators that will assess the value of a park to local economy), Aspen Institute, State of Texas Office of the Governor, Citi Bank Municipal Finance, and more than 2000 agencies throughout Florida and across the U.S. since 2003. We have had the great privilege to continually refine and update our

RFP #189-0358-P (RG) 5 THE SPORTS FACILITIES ADVISORY SUBJECT modeling and market research process. The results have been astounding and have playedSUBHEADLINE a major role in the national boom in youth and amateur sports tourism. We are thrilled to have the opportunity to offer these powerful resources right here in our own community.

SFA leadership is the voice for the industry. SFA leadership has been featured multiple times on HBO Real Sports with Brydant Gumbel, The NBC Today Show, Forbes Sports Money, the Wall Street Journal, New York Times, MSNBC, and in thousands of local, regional, and sports related publications. This is due to the role we have played in identifying financing solutions that allow sports tourism and community sports projects to go forward. Based on the historical track record of the SFA Portfolio of Clients that have now opened their doors and have consistently proven that the SFA feasibility modeling process is the industry’s most reliable. This is why SFA is ICMA’s Exclusive Partner and why we have been credited with playing a major role in the growth of sports tourism.

Of great importance to Pinellas County is the fact that SFA projects are evaluated with financing, development costs, local needs, market opportunity, competition, regional political will, key local partners, and location as the main drivers of our evaluation. This means that our project planning and feasibility phase includes a rigorous and multi-dimensional analysis that is more likely to identify solutions, to simplify complex issues, and to turn an opportunity into reality. We believe the County will benefit from our proven approach, our financing, development, and operational knowledge, and our lifelong commitments to Pinellas County.

It is our sincere hope to have the opportunity to formally present our skills and resources to your selection committee.

Sincerely,

Dev Pathik, Jason Clement, Eric Sullivan - Partners, Sports Facilities Advisory, LLC

Dev Pathik Eric Sullivan

Jason Clement

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Local SFA Projects SFA Quick Stats:

St. Pete Clearwater CVB Pinellas County Parks and Conservation City of New Port Richey, FL 2,000 City of Clearwater, FL City of Oldsmar, FL Communities Served Notable SFA Projects

A+ Athletes Sports Facility – Carrollton, TX Atlanta Sports City – Atlanta, GA ALTIS Sports World – Mesa, AZ $10 billion Bo Jackson’s Elite Sports – Hilliard, OH Crown Point Sportsplex – Crown Point, IN Planned Developments Encore Sports Complex – Kissimmee, FL Served Evergreen Sportsplex – Leesburg, VA Hope Sports Complex – East Lansing, MI Myrtle Beach Sports Center – Myrtle Beach, SC Perfect Game – National Headquarters Relocation Rocky Mount Event Center – Rocky Mount, NC Rocky Top Sports World – Gatlinburg, TN Round Rock Multipurpose Complex – Round Rock, TX Round Rock Sports Center – Round Rock, TX Salina Fieldhouse – Salina, KS Saugatuck Rowing and Fitness Club – Westport, CT Sportsplex San Marcos – San Marcos, TX St. Croix Sports & Events Center – St. Croix, USVI St. James Sports and Wellness Center – Springfield, VA SWGR Athletics – Pittsburgh, PA The Miller Center for Recreation & Wellness – Lewisburg, PA University of Wisconsin & Mayo Clinic - Eau Claire, WI Upward Star Center – Spartanburg, SC USA Field Hockey Olympic Training Center - National Headquarters Relocation West Palm Beach Emergency Operations Center and Sports Facility - West Palm Beach, FL Wooden Family Fieldhouse – Xenia, OH Woodridge Park District Rec. Complex – Woodridge, IL

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SFA Featured Project | sports tourism destination

Rocky Top Sports World Actual vs Forecasted Results Gatlinburg, TN 190% over forecasted direct spend for the last five years Construction Cost: $21.5 million Size: 80 acres Completion Date: August 2014 Firm’s Role: Planning Services, Pre-Opening Management, On-going Full-time Management Team Leader: Jason Clement

SFA was engaged to produce the initial market analysis and community needs/demand assessment phase which included strategic planning, key stakeholder and user group interviews. SFA’s work also included a detailed financial forecast and economic impact analysis, an organizational structure, a development timeline, and onsite presentations. The City/County then contracted SFM to become the full-time management entity for this sports tourism destination. SFM’s Leadership Team met its year one booking objectives three months prior to the August 2014 Grand Opening. Year one forecasted economic impact to be $10M; the actual year one economic impact was $17M.

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SFA Featured Project | downtown development

Rocky Mount Event Center Actual vs Forecasted Results Rocky Mount, NC 300% over year one forecast for events booked at Rocky Mount Event Center after month four Construction Cost: $48 million Size: 165k sq. ft. Completion Date: October 2018 Firm’s Role: Planning Services, Pre-Opening Management, FF&E Services, On-going Full-time Management Team Leader: Dev Pathik

SFA was contracted to provide a market and feasibility analysis, as well as putting together the detailed financial forecast and economic impact analysis. SFA also provided consulting and advisory services throughout the capital acquisition phase and serves as the owner’s representative for design and facility layout. SFM was then contracted for facilities, fixtures, and equipment procurement which includes writing and issuing RFP’s on behalf of the client. SFM is contracted with a full-time management agreement and pre-opening suite of services including legal/risk, day-to-day operations, marketing, business development, human resources, leadership development, and sponsorship sales.

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SFA Featured Project | stadium, sports, & events center development

Hoover Met Complex Actual vs Forecasted Results Hoover, AL 11,000+ hours of community access SFM created in year one at Hoover Met Complex Construction Cost: $80 million Size: 120 acres, 155k sq. ft. Completion Date: May 2017 (Indoor), September 2018 (Outdoor) Firm’s Role: Planning Services, Pre-Opening Management, On-going Full-time Management Team Leader: Jason Clement

SFA was engaged by the City of Hoover during the early stages of this development to put together the detailed financial forecast and economic impact analysis required to produce a business plan and budget for the facility. This plan and budget was subject to city council review and vote. SFM’s role in pre-opening development included business development, event booking, brand development and marketing, strategic planning, hiring and organizational structure definition. SFM is engaged as the full-time outsourced management solution for the entire $80 million complex.

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SFA Featured Project | convention center & sports destination

Myrtle Beach Sports Center Actual vs Forecasted Results Myrtle Beach, SC $24 million amount Myrtle Beach Sports Center outper- formed economic impact forecast in year one Construction Cost: $14.2 million Size: 100k sq. ft. Completion Date: March 2015 Firm’s Role: Planning Services, Pre-Opening Management, On-going Full-time Management Team Leader: Evan Eleff & Eric Sullivan

SFA was engaged to produce the initial market analysis and community needs/ demand assessment phase which included strategic planning, key stakeholder, user group interviews and involved collaboration with key project decision makers. SFA’s work also included a detailed financial forecast and economic impact analysis, an organizational structure, a development timeline, and onsite presentations. The City then contracted SFM for a full suite of pre-opening services, including a Pre-Opening Development Plan & Timeline as well as the setup and implementation of management and operating systems for the complex and the business. This led to a Full-Time Management agreement.

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ODELL Featured Project

Perfect Game Sports Complex Hutto, TX

Design Completion Date: September 2019 Firm’s Role: Design and Renderings Team Leader: Mike Woolen

The Perfect Game Sports Complex will be a premier mixed use entertainment district that will provide a sportstainment destination 365 days a year. The development will boast a unique combination of sports fields and courts, dining experiences, breweries, bars, entertainment venues, and shops that will create a charismatic environment for any city At the heart of the development will be Champions Plaza an open air public space that provides a venue capable of holding large concerts, gatherings, or award presentations. The architectural character of the development will aspire to integrate regional building context, sports iconography, and materials into the design to provide a strong connection back to the sport and the City of Hutto, TX.

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ODELL Featured Project

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Carowinds Sport Village & Hotel Development Charlotte, NC

Design Completion Date: March 2018 Firm’s Role: Design and Renderings Team Leader: Mike Woolen

Odell designed a new athletic facility in Charlotte, NC. The project includes: • 10 Multi-Purpose Indoor Courts • Rehab Area • Men’s and Women’s Locker Rooms • Strength & Conditioning • Coaches Offices • Hotel • Cardio-Weight Room • Retail • Wellness Classrooms • Restaurants • Dance Studios • Sports Medicine

RFP #189-0358-P (RG) 13 THE SPORTS FACILITIES ADVISORY QUALIFICATIONS TAB 2 OUR TEAM BECOMES YOUR TEAM: Sports Facilities Advisory

As the County considers it’s options for this engagement, it must consider the 4 major phases of development. They are Planning, Funding, Development, and Operations. Each of these phases has very specific success metrics that impact future phases. In the Planning Phase the goal is to: 1. Evaluate market opportunity, competition, trends, and real-world comparable venues and their performance. 2. Right-size the program plan to the market opportunity and available funding sources. 3. Identify potential funding sources that may impact the projects development or operational phases. 4. Forecast development costs. 5. Forecast utilization by program and season, operating revenues, expenses, overnight hotel stays, direct tourism spending, and other factors. 6. Ensure the proposed development represents the fabric of our community and is in line with future community, development, and tourism goals.

These five areas are directly impacted by the funding strategy or concepts, overall site development opportunities that might attract private sector or unique funding sources, and the decision to outsource management or to build an operation team to oversee the venue. The SFA process for Pinellas County will take these factors and the future phases into account creating a report for action that has considered financing strategy, political and community engagement, and other factors that are vital to a projects ability to move from concept to development. You will come to learn that SFA is highly differentiated from other firms in that SFA can show you the actual current day performance results of comparable facilities. This is because we have data from the www.SFMNetwork.com, Aspen Institute Project Play 2020, ICMA, Sport and Industry Fitness Association, and our extensive and exclusive data bases. This national experience, coupled with our local roots, positions SFA perfectly to serve Pinellas County through this important planning exercise.

As industry leaders, our firms serve as one of the most prominent voices in the youth sports and sports tourism landscape. This allows us to have influence that directly benefits our partners and clients. Recent media coverage of SFA and the SFM facilities network includes Forbes Sports Money, CNBC, NBC Today Show, HBO Real Sports with Bryant Gumbel, Sports Business Journal, Sports Planning Guide, Sports and Events Magazine, and more than 2,100 media outlets in 2017 alone. We are frequently asked to speak at National Conferences such as the National Association of Sports Commissions (NASC), International City and County Managers Association (ICMA), Association of Chief Executives of Sport (ACES), US Indoor Conference, and conduct local/regional workshops on new sports travel development planning and financing. Our media reach in the industry and reputation with leading authorities in the industry can help to bring Pinellas County to the forefront of the Sports Tourism industry should the project be feasible and move forward.

Our team of experts, network of partners, and spheres of influence are unparalleled. We have helped shape outcomes for millions of citizens through our planning and funding services, and along the way have created an extensive system of industry alliances, trusted vendors, funding partners, and national organizations that allows us to offer exceptional service and unparalleled credibility to SFA clients. The affiliation with our clients goes far beyond the delivery of a service or solution. It is often the beginning of long-term relationships and sustained brand advocacy. In fact, we receive more business from existing clients and referrals than any other source. Having served over 2,000 communities and $10B worth of planned and developed assets in this industry, we are excited to apply our expertise in our “backyard” where we live, work, and play! We see it as our responsibility to empower good local decision making by provided the County with the most accurate and factual data possible.

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OUR TEAM BECOMES YOUR TEAM: ODELL Notable ODELL Projects

McCoy Stadium - Pawtucket, RI Odell originated as a solo practitioner founding the firm in 1940. From Perfect Game Sports Complex - Hutto, TX the beginning, Odell emphasized innovative design, and the firm Henrico Indoor Sports Complex - Henrico, VA pioneered in bringing modern architecture to the Carolinas. Through Carowinds Sports Village & Hotel - Charlotte, NC subsequent decades, the organization grew steadily to become one of GoodSports Fieldhouse and Hotel - Charlotte, NC the leading planning and architectural firms in the nation. The Jostens Center - Disney’s Wide World of Sports, FL NC State University PNC Arena - Raleigh, NC Odell operates from studios in Charlotte, Asheville, Richmond, Houston Francis Marion University Athletic Complex - Florence, SC and Shanghai, where we enjoy a national and growing international Davidson College Athletic Center - Davidson, NC FC Barcelona Training Facility & Academy - Charlotte, NC practice. Charlotte Independence Soccer Stadium - Charlotte, NC Lockhart Stadium + Mixed Use - Fort Lauderdale, FL With our focus on design excellence, sustainable design and delivering Dillon Stadium + Mixed Use - Hartford, CT outstanding customer service, Odell is well prepared to address the challenges of North Augusta Ballpark Development - North Augusta, SC design for the built environment in the 21st century. High Point Ballpark & Entertainment District - High Point, NC Toyota Stadium - Frisco, TX ODELL’s Sports & Entertainment Studio creates exciting and beautiful, Corinthians Soccer Stadium - Sao Paulo, Brazil yet functional and profitable recreation, competition and spectator Chicago Fire MLS Soccer Stadium Study - Chicago, IL venues. Based on a working knowledge of the operations of sports and DC United MLS Soccer Stadium - Washington, DC entertainment facilities, ODELL’s designs accommodate the demanding Monterrey Soccer Stadium Study - Monterrey, Mexico Bojangles’ Coliseum Renovation - Charlotte, NC requirements of single-use/single-sport venues as well as multi-use Project Rose Mixed Use Sports Complex - Concord, NC venues that require quick and efficient changeovers between differing Liberty University Football Stadium - Lynchburg, VA events. Liberty University Arena - Lynchburg, VA BB&T BallPark - Charlotte, NC We enhance the athlete and entertainer experience by creating Charleston Civic Center - Charleston, WV functional and convenient back-of-house facilities equipped with the Florence Civic Center - Florence, SC latest amenities. We enhance the spectator experience by providing Muscle Shoals Venue - Muscle Shoals, AL environments that integrate food and beverage and retail uses with UNCC Barnhardt Student Activity Center - Charlotte, NC premium seating, stadium clubs, and a great diversity of seating Charlotte Coliseum - Charlotte, NC options. We enhance venue revenues by designing spaces that N. Charleston Coliseum - N. Charleston, SC maximize the potential for branded, sponsored environments. Columbus Civic Center Arena - Columbus, GA American Airlines Arena - Miami, FL Our high-quality projects are the result of the ODELL commitment to an Panama City Sports Village - Panama City, FL Disney ESPN Third Venue Conceptual Design - Orlando, FL integrated design process that results in quality and coordinated design Disney Yacht and Beach Convention Center - Orlando, FL documents and consistent construction follow through. The Sports & Satoyama Olympic Park Design Competition - Tokyo, Japan Entertainment Studio is led by LEED-accredited architects that have years Charlotte Tennis Authority Complex - Charlotte, NC of related sports venue experience plus the desire to make every project University of Georgia Dan Magill Indoor Tennis Building - sustainable and appropriate to its specific environment. Athens, GA

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OUR MISSION to imQrove the,,;,~••'y health & economic" 11 lul• I of th8 COmmLJniti8Swe serve LOCAL INSIGHT SFA’s partners have been conducting business and have been involved in projects in Pinellas County since 2003.

Our firm has fulfilled the role of advisor, analyst, and manager for numerous projects within the Tampa Bay area. Throughout the years, SFA has gained intimate knowledge of the uniqueness and specifics of Pinellas County’s market demographics, community interests, and developement climate. SFA has also built strong connections within the local community recreation, non-profit, and municipal organization sectors. We feel a duty as a local stakeholder to bring our expertise to the project that will enhance the local sports climate in which we live and work.

Some specific examples of our experience and knowledge of local conditions and considerations include:

• Public awareness and involvement in local project development through planning services within Pinellas County - our local experience includes successful relationships with Pinellas County, Hillsborough County, City of St. Petersburg, City of Clearwater, Clearwater – St. Petersburg Sports Commission, City of New Port Richey, City of Oldsmar, and numerous other Tampa Bay Organizations. • Our Ownership currently employs 50+ employees in Pinellas County. • In addition to SFA & SFM, our Team understands the local operating environment of a tourism destination with ownership in EMPOWER Adventures in Oldsmar. • Strong ties and partnership history with local lenders, legal and real-estate professionals, design/ engineering firms, general contractors, subcontractor and the specialty trade communities. • Our leadership serves many local organizations, including but not limited to: Clearwater Regional Chamber, Leadership Pinellas, Habitat for Humanity, Clearwater Downtown Partnership, Tampa Bay YMCA, and more.

If the Sports & Events Facility is feasible and the County chooses to move forward with the project, it will be a multi-phased and multi-discipline project of a sizable scope. To give the project every opportunity for success, it will require leadership from a firm with diverse areas of experience, expertise, and relationships. SFA’s working knowledge of the personnel, procedures and processes that exist within Pinellas County coupled with our strong relationship with local firms, intimate knowledge of the community, and our proposed national partner (ODELL) uniquely position our firm to fulfill a major role in planning, funding, and ultimately delivering a development of this magnitude in Pinellas County.

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KEY TEAM MEMBERS

Dev Pathik founded SFA in 2003 and is widely regarded as an industry thought-leader who SFA CEO & FOUNDER has contributed to the well-being of communities around the world. Dev is a passionate social entrepreneur and innovator who has dedicated more than 25 years to the development of numerous businesses that empower and develop communities. His leadership DEV has produced facilities that integrate traditional sports with special events, adventure sports, education, leadership-development, and amusement to turn early concepts into PATHIK financeable and sustainable facilities that make a difference in communities. Dev is a sought after public speaker, leadership mentor, and advisor to public and private owners. SPECIALTIES: funding services, strategy, visionary LOCAL COMMUNITY INVOLVEMENT planning, entrepreneurship Leadership Pinellas Alumni & Facilitator Clearwater Downtown Partnership YEARS IN INDUSTRY: 20 YMCA of the Suncoast Pinellas County Economic Development

Under Jason Clement’s leadership, SFM has opened more successful sports tourism ven- SFM CEO & FOUNDER ues than any organization in the country. He is an experienced advisor having provided planning, strategy, finance, and operational leadership to projects in throughout the U.S. and around the world. Prior to transitioning to his current role as CEO of SFM, JASON Jason served for nearly 10 years as the Chief Operating Officer for SFA and SFM from their infancy to their current state as enterprise level firms. Under his leadership the CLEMENT firms have become globally recognized leaders focusing on transforming the health and economic vitality of communities around the world. As the CEO of SFM, Jason leads the strategic direction, culture, and service standards that define SFM. SPECIALTIES: leadership, operations development, LOCAL COMMUNITY INVOLVEMENT business strategy, culture Leadership Pinellas Calvary Christian High School, Board Member YEARS IN INDUSTRY: 20 Habitat For Humanity, Pinellas Suncoast Hospice, Former Board Member

Eric Sullivan joined SFA in 2006 and has since held nearly every operational role in the SFA PARTNER firms. Eric now leads SFA and SFM’s growth effort by designing service solutions that help our clients achieve their goals. Eric developed the original financial and market ERIC analysis tools that SFA is most well-known for leading the first facility opening projects in our company history that paved the way for the launch of SFM. Eric has overseen and served as an advisor to hundreds of projects including market studies, financing plans, SULLIVAN development plans, turn-arounds, and new facility openings. His work in domestic and international markets has included projects in the U.S., Canada, Caribbean, U.K., Latin SPECIALTIES: America, Asia, and the Middle East. planning strategy, facility operations, business development, data analysis LOCAL COMMUNITY INVOLVEMENT YEARS IN INDUSTRY: 12 Clearwater Downtown Partnership, Chairman Various local speaking/volunteer engagements Leadership Pinellas Active philanthropically

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Evan Eleff began his career with more than 8 years in facility operations within one of the SFA COO largest YMCA systems in the U.S. Evan joined SFA in 2012 as a business analyst, Account Executive, and today Evan serves as chief operating officer of SFA overseeing the company’s customer service and delivery systems as well as the team of strategic advisors, EVAN business analysts, project managers, and research specialists who produce SFA’s market research, feasibility, and financing services. Since joining Evan has served a ELEFF portfolio of over 400 projects totaling more than $4.5 billion in planned and operational sports tourism, community recreation, and large-scale, master-planned sport, recreation, wellness, and entertainment destinations. SPECIALTIES: funding services, strategy, facility LOCAL PROJECT EXPERIENCE operations, market research St. Pete Clearwater CVB - Facility Audit YEARS IN INDUSTRY: 14 Pinellas County Parks and Conservation - Market Analysis, Facility Program & Cost City of New Port Richey, FL - Market Analysis, Pro Forma, Facility Optimization City of Oldsmar, FL - Market Analysis, Pro Forma, Economic Impact, Feasibility Study

SFA VICE PRESIDENT Ashley Whittaker leads corporate business development and marketing for both SFA and SFM as well as the SFM Facility Marketing Department which is responsible for the ASHLEY marketing, branding, and project management of SFM Network facilities. Under her leadership, inbound leads and inquiries have tripled, SFA & SFM have been featured in major media outlets such as HBO, TIME, and Wallstreet Journal, and SFM leadership WHITTAKER is regularly sought out for interviews and speaking engagements. Ashley comes from a background in product design with Gill Athletics, the largest and oldest manufacturer of track and field equipment in North America and Porter Athletic, the basketball/ SPECIALTY: volleyball heritage brand. Her unique blend of design thinking, leadership, and marketing business development, marketing strategy lends itself well to serving SFM Network and SFA clients.

Dan Morton began his career in facility management of an indoor sports venue in the SFA STRATEGIC ADVISOR Northeast United States. For several years, he learned the day-to-day operations of sports and recreation facilities, holding a variety of positions from Coach to Manger DAN on Duty to Sports Program Manager. This experience equipped him for a transition to the planning and analysis of new facility developments with SFA. Dan joined SFA in 2012 as a market research and document specialist, and today serves as a Strategic MORTON Advisor leading SFA’s team of market specialists and business analysts through the development of market studies, financial forecasts, economic impact analyses, feasibility studies, and existing facility optimization plans. His work in this area is focused SPECIALTY: on serving SFA’s clients to provide the most accurate and reliable information possible market analytics, program planning through dynamic financial and economic impact forecasting.

Bruce Rector has 26 years or law practice experience and has taught and lectured on SFM LEGAL COUNSEL Sports Law topics during most of that time. He has worked in professional sports for the Indianapolis Colts, collegiate athletics at the University of Kentucky and as a volunteer leader for numerous local, state and national youth sports organizations and BRUCE events. He also served as the 58th president of Junior Chamber International (JCI), a 200,000-member organization of young leaders and entrepreneurs from over 100 RECTOR countries. Prior to joining SFA & SFM, Bruce was President of KBA Sports, Inc., in Lexington, Kentucky where he led a team of professionals in organizing, hosting, and managing large sports and recreation programs including regional and national cham- SPECIALTY: pionship tournaments. In his final year at KBA Sports, the organization attracted over risk management & compliance 500,000 visitors for various tournaments and events.

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Mike Woolen is the managing principal of ODELL’s PLAY market sector responsible for the design of sports & entertainment venues and public assembly venues. Mike has been in- ODELL MANAGING volved in over two dozen arena projects, over a dozen stadiums, and several multi-sports PRINCIPAL complexes.

J. MICHAEL SIMILAR PROJECT EXPERIENCE McCoy Stadium Expansion/Renovation Design, Pawtucket, RI Perfect Game Sports Complex, Hutto, TX WOOLEN Henrico Indoor Sports Complex, Henrico, VA Carowinds Sports Village & Hotel Development, Charlotte, NC AIA, LEED AP GoodSports Fieldhouse and Hotel, Charlotte, NC YEARS WITH ODELL: 25 The Jostens Center at Disney’s Wide World of Sports, Orlando, FL NC State University PNC Arena, Raleigh, NC Francis Marion University Athletic Complex, Florence, SC

Brad Bartholomew leads a team of architects and designers dedicated to design. With more ODELL CEO than 20 years of experience in design and construction, Brad’s diverse body of work DIRECTOR OF DESIGN includes civic, commercial, hospitality, retail, residential, and workplace commissions have garnered regional, national and international attention. This significant level of experience has helped him form an expertise in design and the ability to realize this vision in BRAD meaningful architecture. BARTHOLOMEW SIMILAR PROJECT EXPERIENCE McCoy Stadium Expansion/Renovation Design, Pawtucket, RI Perfect Game Sports Complex, Hutto, TX AIA, LEED BD+C Henrico Indoor Sports Complex, Henrico, VA YEARS WITH ODELL: 6 Panama City Sports Village, Panama City, FL

Anthony Hersey has worked on a variety of project types ranging from small-scale renova- ODELL SENIOR tions to over 450,000 square foot additions. He brings a high-level design to each project PROJECT MANGER that he works on and constantly works toward solving each client’s design challenges with innovation and resourcefulness.

ANTHONY SIMILAR PROJECT EXPERIENCE McCoy Stadium Expansion/Renovation Design, Pawtucket, RI HERSEY Perfect Game Sports Complex, Hutto, TX FC Barcelona Training Facility & Soccer Academy, Charlotte, NC AIA Davidson College Athletic Center and Hall of Fame, Davidson, NC YEARS WITH ODELL: 16 Project Rose Mixed Use Sports Complex, Concord, NC Carowinds Sports Village & Hotel Development, Charlotte, NC

GAURAV GUPTE experience includes large scale public assembly, entertainment and health- ODELL PROJECT care as well as small scale corporate and interior renovations. He brings his design abil- ARCHITECT ities and experience in three dimensional visualization to create opportunities and solve challenges on projects. He works hand in hand with clients to help them create lasting GAURAV value through innovative design. SIMILAR PROJECT EXPERIENCE GUPTE Perfect Game Sports Complex, Hutto, TX Francis Marion University Athletic Complex, Florence, SC AIA, LEED AP FC Barcelona Training Facility & Soccer Academy, Charlotte, NC YEARS WITH ODELL: 9 Charlotte Independence Soccer Stadium Renovation, Charlotte, NC Carowinds Sports Village & Hotel Development, Charlotte, NC

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 19 THE SPORTS FACILITIES ADVISORY

Methodology & Project Management SFA will assign a dedicated project management team which will oversee this project through its entirety.

This Team will be directly led by Evan Eleff who will serve as the primary point of contact for Pinellas County. This creates one clear point of contact for the County to ensure ease of access and seamless communication. As Principle in Charge (“PIC”), Dev Pathik, will work directly with Evan and help to coordinate the ODELL and other professional resource teams from the senior-most level. Internally, SFA and ODELL will assign dedicated “Account Executives” that will oversee the project from start-to-finish through the feasibility process. The Account Executive will be responsible for leading SFA’s strategic advisors, project managers, business analysts, and research specialists as well as providing regular updates to the County’s project team.

SFA develops a detailed project plan in concert with the County’s project plan to coordinate all internal and external resources and initiatives. When it comes to sports and recreation, it is very important to hit our project timelines to ensure we are ready to launch the operation in time for specified programming seasons. This process has been used to successfully managing SFA planning initiatives in over 2,000 communities across the country and around the world.

With over 300 full-time industry experts, SFA has considerable bench strength. If anything should happen resulting in the loss of a key team member, we will immediately assign a new account executive or the appropriate resource. This depth of support ensures that the project will continue to progress without compromising quality, schedule, or budget considerations. The current workloads of SFA & ODELL are such that we are well positioned to support the County with this in-depth analysis. We have already identified a team, as illustrated in our organizational chart below, that will be responsible for the launch of this project should our team be awarded the opportunity.

Pinellas County, FL

Project Lead Evan Eleff, SFA

ODELL Project Tearn

Dev Pathik Mike Woolen Principal in Charge Principal in Charge Jason Clement Brad Bartholomew Partner Director of Design Eric Sullivan Anthony Hersey Partner/ Business Sr. Project Manager Development Specialist Gaurav Gupti Dan Morton Architect Business Analyst/ Market Research Specialist Ashley Whittaker VP, Marketing/ Branding Specialist Bruce Rector Risk Management / Legal Counsel

RFP #189-0358-P (RG) el~ SPORTS FACILITIES Iii ADVISORY'. 20 THE SPORTS FACILITIES ADVISORY STATEMENT OF WORK TAB 3

Within this section, we have outlined an overview of a sample approach to support the County through the feasibility and analysis of a new facility.

Step 1: Kick off Meeting, Existing Data Review, & Local Market Study To begin the project, SFA will organize a formal kick off call with the appropriate County Staff to kick off this important project. This meeting will include: • Introductions of all key team members from the County, SFA, and ODELL • Review of the project goals, scope of work, and major steps within the scope. • Data collection discussion. In this discussion, we will discuss available data, data that can be obtained through online research, and information about the market that you will share based on your knowledge, presence, and experience. • Project communication – next steps, ongoing meeting schedule, set dates onsite

Coming out of the kick off call, SFA will review and assess any available existing operating and program information the County has from existing operations. This may include program descriptions, schedules, organization/staffing information, operations resources, user group information, and other pertinent data.

In addition to reviewing County data, SFA will conduct local market research to further understand local opportunities and constraints. The custom market research will include a drive time analysis of demographic factors like population and density, income and spending, growth trends, etc. Additionally, we will conduct very market specific sports and recreation factors such as participation trends, an analysis of existing service providers, and a review of local organizations. SFA will focus on both the immediate community need and the larger regional/national opportunity. This level of research will allow us to facilitate an effective onsite strategy meeting in Step 2.

The work completed in Step 1 by SFA will support the completion of Tasks 1a-d in the RFP Scope of Work. Step 2: Market/Site Tour, Business Development Planning & Strategy Session (BDPS), Community Engagement In step 2, SFA will host a series of meetings, facility tours, and facilitate an in-depth strategy session with project stakeholders. Site tours will include all of the existing assets the County is using for sports programming, as well as, a review of sites that could be in consideration for future use. This strategic planning session (“BDPS”) will help to provide insights into the project history, scope, needs, purpose, goals, and constraints. This step also assists SFA in learning potential contributions from program users and partners.

The BDPS will encompass discussions related to existing programs, project goals, and plans for site development, as well as topics such as the business model, the program plan, design/space considerations, alliances with sports and other user groups, utilization, funding/financing, competition analysis and market share, the management and staffing plan, and much more.

In addition to County Assets, SFA will visit complimentary and competitive facilities in the greater Tampa Bay area. This will also include municipal, privately owned, and school facilities in the area that the CVB is currently using for event usage. As a result, we will provide an overview and assessment of competition and the resulting market opportunity. We will also use this as an opportunity to uncover local partnership opportunities and identify potential stakeholders for the process. SFA will also conduct research on the local hotel inventory, price points, and occupancy levels.

Last but not least, SFA will engage with the community to gather valuable input from local user groups. This

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 21 THE SPORTS FACILITIES ADVISORY

is accomplished through a series of stakeholder and town hall meetings to give the local public a structured forum for input, control messaging, and to set expectations for what the development may/may not include. As a local firm, SFA will not be restricted by travel schedules or costs for these meetings. This will allow SFA to provide more “face time” and ensure we get as much time with the venues, stakeholders, and community as needed.

The preferred site(s) will be evaluated to determine the capability(ies) of the site(s) to host the full desired program of sports tourism events. The success of the host site(s) will be affected considerably by the location within the county, roadway accessibility and traffic, site visibility, size and buildable area, physical site features, and existing environmental conditions. Our team will engage an environmental consultant to perform a Phase I Analysis that will address known, observable and historical uses of the site to assess the likelihood of any environmental concerns that could trigger a Phase II Analysis.

The work completed in Step 2 by SFA will support the completion of Tasks 2a-f in the RFP Scope of Work. Step 3: Project Development Plan Concept Our team includes ODELL Architects, a Florida-licensed firm with extensive experience conducting feasibility studies and architectural designs for major sports tourism venues. ODELL will collaborate with SFA in the program development and will then prepare a conceptual site and venue master plan illustrating how the program document can be translated in physical, tangible forms to help quantify the program and communicate the overall vision for the project. Design concepts will include a 2d and 3d site master plan and aerial renderings showing recommended venues and site improvements, along with conceptual block floor plans of any proposed indoor venues illustrating various event configurations. These design concepts not only help communicate the project vision to the public, but they also are useful in developing more realistic project cost projections.

Design It is assumed that formal design services would not be initiated until after this feasibility study is completed and the project scope, budget and funding have been approved. The SFA/ODELL team, however, is prepared to collaborate during the design phase either as the sports venue advisor (SFA) and architect (ODELL) or to assist the County in overseeing the design process as a program manager. In this initial feasibility phase, our team will recommend a methodology for design and oversight services and a realistic schedule for implementation. Our team will pay particular attention to program and schedule adherence, cost control, and quality management of the design documents.

Construction Like the design phase, our team will make recommendations for the procurement of construction services, including construction methodologies, bidding and procurement, and realistic schedules for construction and close out. We will review and list the advantages and disadvantages of the various construction delivery options including traditional design/bid/build, construction management, design/build, and integrated project delivery (IPD). If desired, our team can prepare the necessary Request for Proposals to help select the construction team based on the chosen delivery method. If our team is chosen for full advisory and architectural services, then we can provide the normal construction administration and oversight services. If not, then our team is also available in a program management role for construction oversight and owner representation services.

The work completed in Step 3 by ODELL will support the completion of Tasks 3a-c in the RFP Scope of Work.

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 22 THE SPORTS FACILITIES ADVISORY

Step 4: Detailed Financial Forecast (Pro Forma) In step 4, SFA will utilize the existing data, market research, and information gathered during the strategy sessions to produce a 5-year cash flow forecast. SFA’s pro formas are detailed, institutional-grade financial forecasts, used to support decision-making and financing. The pro forma will provide the County with a detailed understanding of the financial reality of this potential project.

The pro forma will provide insight into the financial potential of the project and will include projections related to construction and start-up costs, revenues/expenses by product/program, facility utilization, and more. The financial forecast will also address the wide range of key performance indicators and contributing factors that influence operations and the overall financial performance of the facility.

The pro forma will provide you with detailed financial details related to and based on: • The ideal business model to best meet the definitions of success for your facility • Realistic and/or recommended debt-to-equity mix and debt service • Right-sized program spaces and space requirements • Construction and start-up costs based on recent, comparable projects • Recommended parking • Revenue by product/program • Direct/variable costs (Cost of Goods Sold) • Facility and operating expenses • Management and staffing model • Utilization projections

Understanding that the County is looking for this analysis to include operational details for the venue, SFA will also provide an example operating schedule. This program schedule will be based on the desired programming by the County and the recommendations of SFA. Additionally, the pro forma will have a detailed breakdown of the required organizational structure and salaries required to operate the venue (operating financial model). This also includes a list of potential events and activities inclusive of local programming.

SFA’s pro formas are based on SFM’s real-world experience and understanding of running venues. The pro forma will include key assumptions around generating the necessary market reach to achieve the pro forma forecast. In order to ensure we have allocated an appropriate marketing budget, SFA will forecast and provide 4 specific areas of marketing spending: Brand development & pre-opening marketing, program specific marketing, facility wide/general marketing (includes activities like PR, SEO, industry associations, launch events, etc.), and an event bid fee budget. SFA will also budget the personnel resources necessary to manage and execute the overall marketing budget.

SFA can support the County by exploring a number of project financing options. SFA has experience with traditional debt/equity, public private partnerships, public finance mechanisms, and creative finance solutions. SFA will work with the County to explore the most advantageous finance structure for the project and forecast the cost of capital in the pro forma. Upon completion of this work, should the County choose to move forward with the project, SFA has the unique ability to help the County raise capital for the project as an extension of services.

The work completed in Step 4 by SFA will support the completion of Tasks 4a-f in the RFP Scope of Work.

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 23 THE SPORTS FACILITIES ADVISORY

Step 5: Economic Impact Analysis SFA will forecast the economic impact of the facility on an annual basis. Economic impact is defined as new off-site spending that will occur in the market as a result of tournaments and events held at the facility. This information is used to project economic activity from out-of-County visitors who would not be in the market but for the events that will be held at the facility.

The results, primarily quantified as room nights generated and direct spending, are used by elected officials and private developers alike to understand the impact that the venue will have on the lodging, dining, retail, entertainment, and transportation industries as well as on the tax base of the municipalities that benefit from new spending.

SFA’s economic impact projections are developed based on projections for tournaments and events throughout the pro forma and reflective of several key drivers of economic impact, including: • Number of Events • Number of Teams • Number of Participants • Number of Affiliated Spectators • Percent of Participants and Affiliated Spectators from out-of-County • Length of Stay • Average Daily Rate (ADR) • Average Daily Expenditures (ADE)

Through this economic impact analysis, SFA will quantify the demand for local hotel rooms and other accommodations in the market. This information, coupled with the review of hotels onsite, will help provide the County with detailed recommendations as to the local market hotels and amenities analysis. Importantly, having access to the local STAR report and working with the local tourism bureau will be important.

The work completed in Step 3 by SFA will support the completion of Task 5 in the RFP Scope of Work. Step 6: Feasibility Report Upon completion of the market research, community engagement, financial forecasting, and the economic impact; SFA will package findings into a formal Feasibility Study. The Feasibility Study will serve as summary of findings that address the opportunity to execute your business model in Pinellas County and the resulting financial feasibility of the project. The report will be prepared with the understanding that it may become part of a package used to secure funding for the new facility. As with all SFA documents, this report will be developed for the eye of a broad audience including sophisticated funding sources. The report will include:

• Executive summary • Market overview • Demographic and socioeconomic overview • Drive-time analysis • Sports participation analysis • Existing service provider overview • Facility program and construction cost estimate • Overview of programs, products, and revenue streams • Summary of financial performance • Conclusion with key findings and next steps

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 24 THE SPORTS FACILITIES ADVISORY

Specifically, this detailed report will provide an overview of the market, ideal facility program, finance solutions, and financial outcomes for the project. Onsite Presentation of Findings Upon delivery of the Feasibility Study, SFA will facilitate a detailed presentation of findings and recommended next steps for the County. This may include conversations around design, financing, development, and future operations. Important to note, SFA has the ability to support project finance for municipalities. This includes standing behind our work and research with real-world results, aligning stakeholders, sourcing capital, identifying creative structures, securing letters of intent for usage, and more.

The work completed in Step 6 by SFA will provide a detailed overview of the development opportunity and overview of all work completed to date. This will provide the summary and satisfaction for all the tasks requested in the RFP Scope of Work.

ODEU. *--•·-----=

~.--:.•.• :.•,"r:'..:.:c: . Tlmetab!•~ Pinellas County Resoura1 l!!!!l!IJl'I~Ei:£Clm. n!!ll [t"'"'' rHours , SFA Proposal & Project Schedule Evan Dan Reh.aid e Anthony Eleff Mortoo Stiftilger Woolen Herney Ir

Step 1: Elllstlng Data Review & Market Study 2 6 8 2 0 I wrel{S 1 -3 6 8 2 0 18

Step 2:: Business Development Planning & Strategy , Key Stakeholder Meetings

Strat91Jy & Planni"lg Session ("Kld

Gommunlly Ef"lgagement & Stakeholder Meetilgs 8 8 8 8 8 40

Total Hours 26 26 24 16 12 104

Step 3: Project Development Plan

Prepare written program & site analysis/site feasibility 0 0 0 8 8 '16 Woc!i<..s4-10

Site master plan and venue 3d renderings 0 0 0 8 40 48

Total Hours 0 0 0 16 48 64

Steps 4 & 5: Detailed Flnancial Forecast fPro Forma) & E.conomlc Impact Analysis

Detailed Pro Forma & Support Research 4 14 20 0 0 38 Weel

Eoonomic Impact Analysis 2 8 8 0 0 18

Total Hours 6 22 28 0 0 56

Step 6: Feasibillty Report & Final ~resentatlon

Development of Anal Summary Report 7 11 rn 4 4 42 wrel{S , o -12 Detivery Presentation & N<>..xt Steps Meemg (11-person) 6 6 4 8 0 24 Total Hours 13 17 20 12.. ..4 66 BiRatesi 275 275 225 275 185 Resource.. Stb-Tota!I $12,925 I $19,525 I $18,000 I $12,650 I $11,840 I I

SFA ,..t sivoice the Client for travel e)q'.)llOOes ,wti.i fifteen (J6) days of any ~ mqumd. Travel ellpflflSBS enc~ ~ts. hotel ru:corrmodatioos, !JIXI1d ~tioo and associated fees~. tels, etc.) , and mEtals, vhch vii bB tded at S55 pet" coosultan! per day. I

RFP #189-0358-P (RG) fl~ SPORTS FACILITIES II ADVISORY'. 25 ATTACHMENT 1: PRICE PROPOSAL

IMPORTANT: The proposed schedule of rates for the project shall be included as part of this submittal. Travel and lodging expenses shall be included in the lump sum proposal and will be paid in accordance with Florida Statute 112.061.

 Feasibility Analysis/Study for Sports and Events Facilities not to exceed a lump sum amount of $______$74,940.00 for services completed and accepted. .

Eric Sullivan, Partner 6/25/19 Name / Title Authorized Agent Signature Date

PINELLAS COUNTY PURCHASING RFP – FORMAL/INFORMAL REVISED: 01-2019 NH38931

26 DATE IMMIDDIYYYY) ACORD® CERTIFICATE OF LIABILITY INSURANCE L__-.·- I 6/12/2019 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Regina Tibbetts Commercial Lines - 800-990-7465 (CA DOI # 0G13561) FAX r~g~~o Extk 603-570-5208 I INC Nol: 855-529-7684 Safehold Special Risk, Inc. E-MAIL AODRESS: [email protected] 230 Commerce Way, Suite 230 l~SURER(S) AFFORDING COVERAGE NAIC# Portsmouth, NH 03801 INSURER A: NOVA Casualty Company 42552 II\ISlJRED INSURERS: Sports Facilities Advisory, LLC INSURERC: 600 Cleveland Street INSURER 0 : Suite 910 INSURER E:

Clearwater, FL 33755 INSURERF : COVERAGES CERTIFICATE NUMBER: 14306132 REVISION NUMBER: See below THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUE!R POUCYEFF POLICY EXP LTR TYPE OF INSURANCE 1.,c,-, wvn POLICY NUMBER 11,1'11/DD/YYY YI IMM/DD/YYYYI LIMITS X COMMERCIAL GENERAL LIABILITY 1,000,000 A X X WSI-ML-10000043-01 08/20/2018 10/01/2019 1:ACH OCCURRe.NCI= s X ..,,_,,.,.,c: TO recid~ntl s ~ - s

X UMBRELLA LIAB X WSI-UM-10000066-00 08/20/2018 10/1/2019 i=ACH OCCURRENCE $ 1,000,000 A ~ HOCCUR EXCESS LIAS CLAIMS-MADfc AGGREGA1E s 1,000,000 DED I X I RETENTION t 10,000 $ WORKERS COMPENSATION 10/01/2018 10/1/2019 X I PER I I OTH- A AND EMPLOYERS' LIABILITY WSI-WK-10000065-03 STATUTE ER Y/N 500,000 ANYPROPRIElORJPARTNER/EXECUTIVE E.L EACH ACCIDENT $ OFFICERJMEMBER EXCLUDED? NiA jMandatoty !n NH) • E.L DISEASE - EA EMPLOYEE $ 500,000 500,000 g~st:~~mt~ ti1oPERA TIONS below EL DISEASE - POLICY LIMIT $

DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks 5<:hedule, may be attached if more space is required) Pinellas County a Political subdivision of the State of Florida, all Authorities, Boards, Bureaus, Commissions, Divisions, Departments and Constitutional offices of County and individual members, employees thereof in their official capacities, and/or while acting on behalf of Pinellas County are included as Additional Insured as required by written contract. Coverage is Primary Non-Contributory and Waiver of Subrogation applies

CERTIFICATE HOLDER CANCELLATION

Pinellas County a Political subdivsion of the State of Florida SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN Pinellas County Risk Management ACCORDANCE WITH THE POLICY PROVISIONS. 400 South Fort Harrison Ave

Clearwater, FL 33756 AUTilORIZE C REPRESENTATIVE

SECTION D – VENDOR REFERENCES

PROPOSAL TITLE: CONSULTING SERVICES, FEASIBILITY ANALYSIS/STUDY FOR SPORTS AND EVENTS FACILITIES

PROPOSAL NUMBER: 189-0358-P (RG)

THE FOLLOWING INFORMATION IS REQUIRED IN ORDER THAT YOUR PROPOSAL MAY BE REVIEWED AND PROPERLY EVALUATED.

COMPANY NAME: ______Sports Facilities______Advisory, LLC

LENGTH OF TIME COMPANY HAS BEEN IN BUSINESS: ______16 years ______

BUSINESS ADDRESS: ______600 Cleveland______Street, Suite 910,_ Clearwater,______FL 33755 ______

HOW LONG IN PRESENT LOCATION: ____11______years ______

TELEPHONE NUMBER: ______727-474-384______5

FAX NUMBER: ______727-462-280______0

TOTAL NUMBER OF CURRENT EMPLOYEES:______20 FULL ______TIME 0 PART TIME

NUMBER OF EMPLOYEES YOU PLAN TO USE TO SERVICE THIS CONTRACT: ______3 _ All references will be contacted by a County Designee via email, fax, mail or phone call to obtain answers to questions, as applicable before an evaluation decision is made.

Proposers must have experience in work of the same or similar nature, and must provide references that will satisfy the County. Proposer must furnish a reference list of at least four (4) customers for whom they have performed similar services.

LOCAL COMMERCIAL AND/OR GOVERNMENTAL REFERENCES THAT YOU HAVE PREVIOUSLY PERFORMED SIMILAR CONTRACT SERVICES FOR:

1. 2. COMPANY: Rocky______Mount Events Center, City of Rocky Mount COMPANY: ______City of Myrtle Beach, SC

ADDRESS: ______285 NE Main St.,______Rocky Mount, NC 27801______ADDRESS: ______937 Broadway______Street, Myrtle Beach,______SC 29578

TELEPHONE/FAX: ______252-904-7417 TELEPHONE/FAX: ______843-450-1042

CONTACT: ______Charles Penny, Former City Manager CONTACT: ______John Pedersen, City Manager

CONTACT EMAIL;[email protected] CONTACT EMAIL:[email protected]

COMPANY EMAIL ADDRESS: ______COMPANY EMAIL ADDRESS: ______

3. 4. COMPANY: ______City of Oldsmar, FL COMPANY: ______Sevier County, TN

ADDRESS: ______100 State Street______W., Oldsmar, FL 34677______ADDRESS: 125______Court Ave.,______Room 212W, Sevierville,______TN 37862

TELEPHONE/FAX: ______813-749-1144 TELEPHONE/FAX: ______865-453-2767

CONTACT: ______Felicia Donnelly, Assistant City Manager CONTACT: ______Greg Patterson, Trustee

CONTACT EMAIL:[email protected] CONTACT EMAIL:[email protected]

COMPANY EMAIL ADDRESS: ______COMPANY EMAIL ADDRESS: ______

PINELLAS COUNTY PURCHASING RFP – FORMAL/INFORMAL REVISED: 01-2019 28 189- 0358-P (RG)

SECTION F ELECTRONIC PAYMENT

Electronic Payment (ePayables)

The Pinellas County Board of County Commissioners (County) offers a credit card payment process (ePayables) through Bank of America. Pinellas County does not charge vendors to participate in the program; however, there may be a charge by the company that processes your credit card transactions. For more information please visit Pinellas County purchasing website at www.pinellascounty.org/purchase.

Would your company accept to participate in the ePayables credit card program? • Yes •x No

Sports Facilities Advisory, LLC Company Name

Authorized Signature (for payment acceptance)

Eric Sullivan Printed Signature/Title/Department

727-474-3845 Phone Number

PINELLAS COUNTY PURCHASING RFP – FORMAL/INFORMAL REVISED: 01-2019 29

Request for Taxpayer Form W-9 Give Form to the (Rev. October 2018) Identification Number and Certification requester. Do not Ocpa,tment ol thc Trcasu,y send to the IRS. Internal Revenue Service • Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income lax return). Name is required on this line; do not leave this line blank. Soorts Facilities Advisorv LLC 2 Business name/disregarded entity name, if different from above

c-i ., 3 Ch!!Ck appropriate box for federal tax classification of the person whose name is entered on lino 1. Check only one of the 4 Exemptions (codes apply only to Ol following seven boxes. certain entities, not individuals; see "'0. instructions on page 3): C 0 Individual/sole proprietor or D C Corporation D S Corporation D Partnership D Trust/estate • V, • single-member LLC Exempt payee cod e (if any) QI C 0. 0 :,,·- IX] Limited liability company. Enter tho tax classification (C=C corporation. S=S corporation, P=Panne,ship) • s -... ti:::, 0 L Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting LLC if the LLC Is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) -~ ~ another LLC tha1 is not disregarded from the owner tor U.S. federal tax purposes. Otherwise, a single-member LLC that it -;:; is disregardoo from the owner should check the appropria1o box for the lax classification of its owner. ·;,::c:; ., Other (see instructions) • (App/16:J lo ilcCo!Jl'lf.f 11'1,1.lnf••.,•d Out;i~ li'w U.S• J C. • Vl 5 Address (number, street. and apt. or suite no.) Sae instructions. Requester's name and address (op1ionaQ Q) Q) Vl 600 Cleveland Street Suite 910 6 City, stato, and ZIP code Clearwater FL 33755 7 List accoun1 numbor(s) hare (optional) • ::r-1, •• Taxpayer Identification Number {TIN) Enter your TIN in the appropriate box. The T IN provided must match the name given on line 1 to avoid I Social security number ...... I backup w1thhold1ng. For ind1v1duals, this 1s generally your soc ial security number {SSN). However, for a resident alien, sole proprietor, or d isregarded entity, see the instructions for Part I, later. For other entities, it is your employer identificatio n number (EIN). If you do not have a number, see How to get a ITO -DJ -I I I I l TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and I Employer iden1ification number Number To Give the Requester for guidelines o n whose number to enter. 32 - 0 1 093 44 Certification Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and 2. I am not s ubject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject t o backup withholding as a result of a failure to report all interest or dividends, or {cl the IRS has notified me that I am no longer subject to backup withholding; and 3. I am a U.S. citizen or other U.S. person (defined below): and 4. The FATCA code{s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out Item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all Interest and dividends o n your tax return. For real estat r nsactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured propeny, cancellation of debt, contributio s td an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, b t 6u must provide your correct TIN. See the instructions for Part II , later. Sign Signature of t,J, C Here U.S. person • Date • 11/21/2018

• Form 1099-DIV (dividends, including those from stocks or mutual General Instructions funds) Section references are to the Internal Revenue C ode unless otherwise • Form 1099·MISC (various types of income, prizes, awards, or gross noted. proceeds) Future developments. For the latest information about developments • Form 1099· 8 (stock or m utual fund sales and certain other related to Form W-9 and its instructions, such as legislation enacted transactions by brokers) after they were published. go to www.irs.gov/FormW9. • Form 1099-S (proceeds from real estate transactions) Purpose of Form • Form 1099-K {merchant card and third party network transactions) An individual or entity {Form W -9 requester) who is required to file an • Form 1098 (home mortgage interest), 1098-E (student loan interest), information return with the IRS must obtain your correct taxpayer 1098-T (tuition) identification number (TIN) which may be your social security number • Form 1099-C (canceled debt) (SSN). individual taxpayer identification number {ITIN). adoption • Form 1099-A (acquisition or abandonment of secured property) taxpayer identification number (ATIN). or employer identification number (EIN), to report on an in formation return the amount paid to you, or other Use Form W-9 only if you are a U.S. person (including a resident amount reportable on an information return. Examples of information alien), to provide your correct TIN. returns include, but are not limited to, the following. If you do not return Form W-9 to the requester with a TIN, you might • Form 1 099-INT ~nt ere st earned or pa id) be subject to backup withholding. See What is backup withholding, later.

Cal. No. 10231X Form W-9 (Rev. 10-2018) 30 189- 0358-P (RG)

SECTION G – ADDENDA ACKNOWLEDGMENT FORM

PROPOSAL TITLE: CONSULTING SERVICES, FEASIBILITY ANALYSIS/STUDY FOR SPORTS AND EVENTS FACILITIES

PROPOSAL NUMBER: 189-0358-P (RG)

PLEASE ACKNOWLEDGE RECEIPT OF ADDENDA FOR THIS RFP BY SIGNING AND DATING BELOW:

ADDENDA NO. SIGNATURE/PRINTED NAME DATE RECEIVED

1 Eric Sullivan 6/7/19 I II ~Sk II

2 6/18/19 I II ~Sk Eric Sullivan 1r I I II

I I II

I I II I I 1r I

Note: Prior to submitting the response to this solicitation, it is the responsibility of the firm submitting a response to confirm if any addenda have been issued. If such document(s) has been issued, acknowledge receipt by signature and date in section above and return Addenda Acknowledgement Form with RFP. Failure to do so may result in being considered non-responsive.

Information regarding Addenda issued is available on the Purchasing Department section of the County’s website at, www.pinellascounty.org/purchase/Current_Bids1.htm , listed under category ‘Current Bids’.

PINELLAS COUNTY PURCHASING RFP – FORMAL/INFORMAL REVISED: 01-2019