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HomeMy WebLinkAboutAgenda Report - November 4, 1992 (48)CW V* CITY OF LODI AGENDA TITLE: Proposal for Golf Facility at G-Basin/DeBenedetti Park MEETING DATE: November 4, 1992 PREPARED EK: Parks and Recreation Director RECOMMENDED ACTION: (Information ONLY). BACKGROUND INFORMATION. Over the last six months, we have had out a Request for Proposal of a Golf Range/Center Facility. We received inquiries and sent out packets to (6) six firms or individuals. (See Exhibit A - List; Exhibit B - RFP and park map. ) We were in communication with these groups during the process and had a tour of local facilities (Henry Glaves and G-BFain Parks) in September. The closing day €or proposals was last Friday, October 23, 1992, at 5:00 P.M. and we received proposals for our golf complex. It's my intention to write to the parties who purchased the original RFP packets to find out why there was no interest. I would now recommend that we turn this property's use over to Mr. Draggoo, our Parks and Recreation Master Plan Consultant, to fit same into the "big park" plan. Thank you for your support of at least giving us the opportunity to explore the potential of this site as a golf complex. FUNDING: None, howl ; LJ Ron Williamson Parks and Recreation Director RW: srb Attachments cc: City Attorney APPROVED. tj THOMAS A PETERSON recycled paper CC -1 De Benedetti Park / Golf Development /SXHIBIT A/ Revenue to Account: Fees: $25.00 if picked up 010 .0 -909 DEVELOPER LIST 30.00 i f mailed 1 DEVELOPER NAME George Sakurai FIRM NAME Se/ruices l�vJd ADDRESS C let strial W i�te--8 CITY/ZIP Lodi, 95240 PHONE # 12"4 (209) +"--Tt `Z PAID N/C � J_U�.\L� ��c:..�OL�.S �� � �CU��'aJic. L,IL �R���� C74. • �i'S(vc� T 5110 4% X4, — 6(.4c /I Cl e- �,o t 133C �.z.t, Cmc f� �fIxr-) 4r; - 14 �dk- ,�,1� $164p9A Y. • T 4 REQUEST FOR PROPOSALS CITY OF LOOI GOLF COURSE AND DRIVING RANGE A, PURPOSE R BACKGROUND C. CONSTRUCTION REQUIREMENTS O. TERM OF AGREEMENT E. PAYMENT OF RENTAL F. SCOPE OF MANAGEMENT SERVICES G. PROPOSER'S CONFERENCE AND SITE INSPECTION H. CONDITIONS AND REQUIREMENTS 1. Documents 2. Proposer investigation 3. City Investigation of Proposer 4.. Right to Withdraw Prior to Deadline 5. Restrictions After Deadline - 3 - Q REQUEST FOR PROPOSALS CITY OF LO01 Continued SECTION TWO — PROPOSAL FORM INSTRUCTIONS TO PROPOSERS PROPONENTS STATEMENT STATEMENT OF PERSONAL HISTOR PARTNERSHIP STATEMENT CORPORATION STATEMENT JOINT VENTURE STATEMENT STATEMENT OF QUALIFICATIONS GENERAL DEVELOPMENT PROGRAWCONSTRUCTION SCHEDULE PLAN OF OPERATIONS FINANCIAL DATA lid OTHER INFORMATION BUSINESS REFERENCES PERSONAL REFERENCES CREDIT REFERENCES PROOF OF INSURABILITY PROPOSER'S EEO CERTIFICATION AFFIOAVIT TO ACCOMPANY PROPOSALS SECTION THREE — DOCUMENTS MARKET DATA G KEY MAPS NEGATIVE DECLARATION - 4 - SECTION ONE INFORMATION -SCOPE OF PROJECT A. PURPOSE The City of Lodi is soliciting private Investors to construct. develop and operate a public golf facility on City -owned property. The property is located on Lower Sacramento Road at Century Boulevard. south of State Route 12. Improvements to be made by the successful Proposer include a 9 -hole Executive or Par-? length golf course. driving range. full-service golf shop with snack bar and public restrooms. and all necessary personal property required to provide and maintain a first-class golf course operation, B. BACKGROUND The site. contains approximately 27.7 acres of land which is owned by the City of Lodi, in North Central San Joaquin County. plus 20 acres to the east. which the City is intending to acquire at this time. The City resident population is 53.000: the County resident population is 470.000. The City of Lodi requires the site be used as a temporary stormwater retention basin. Approximately 202 acre-feet of water will have to be stored and maintained at a grade elevation under 26 feet. This excess runoff during heavy rain periods will be released into the City's system until capacity is available east of the Woodbridge Irrigation District Canal. The length of time required for storage will depend upon the total volume stores the system and the discharge rate allowed by Woodbridge Irrigation District. The City has five completed parks with athletic and recreational use fields which also serve as stormwater retention basins. The City requires that the proposed golf course facility be maintained to a level consistent with their other basin/parks. Water is available through the City of Lodi for $0.285 per 100 cubic feet (as of April 1. 1992, an increase is anticipated]. The City of Lodi will contribute deveiopment funds. as described in the details on the construction requirements contained in Section One. Part C. A site map is shown in Section Three. Part A, and additional market information is found in Section Three.. t Part B. -5- -l" C. CONSTRUCTION REQUIREMENTS The successful Proposer shall be responsible for making all site improvements. developing all appropriate structures and providing all personal property that is necessary to successfully operate and maintain the proposed golf facility. Those improvements shall include a 9 -hole golf course [Proponent should indicate whether an Executive or Par -3 course is proposed]. driving range and practice area. The successful Proposer will build a Full-service golf clubhouse that will include a golf shop. men's and women's restrooms [handicap accessible). a snack bar/food and beverage operation and management offices. The site will also contain a paved parking area and adequate space to store carts. A more expanded food and beverage operation may be incorporated into the clubhouse design if the Proposer so chooses. The maintenance building should contain enough space for storage of seed. fertilizer and chemicals. storage of golf course maintenance equipment. an office for the Golf Course Superintendent and a lunch area for maintenance crew workers. All aspects'of the proposed facility must be equipped by the successful Proposer to allow for a full-service professional golf operation. This includes golf course maintenance equipment. golf shop and clubhouse furnishings, fixtures and equipment and appropriate ficenses. The City of Lodi will be responsible for developing all street improvements on Lower Sacramento Road and on Century Boulevard. including engineering. surveying. paving curb and gutter. sidewalks. street lights and driveways. ACCESS to the site will be at the northeast corner of the parcel on Century Boulevard. The City is also responsible for installing all various utilities on Century Boulevard and Lower Sacramento Road and extending utilities to the site and providing environmental clearances. .i 5- In addition to the aforementioned golf course improvements. the successful Proposer will be responsible for: 1. Installation of an irrigation system which will provide coverage For the entire site. 2 installation of an interior drainage system which will be tied into the City's storm drainage pump station. There will be a minimum of five interior catch basins and drainage lines varying from 12 to 24 inches. The number of catch basins and sizes of lines will be dependent upon the grading plan for the bottom of the basin. 3 Installation of a minimum 6 -foot. 9 -gauge chain link fence with top rail and concrete mow strip. [Higher screens/fencing may be required to golf course layout and adjacent uses.) 4. Providing onsite fire protection as required by the Fire Department. The requirement will be based on the location and type of onsite buildings. � 5. Stockpiling all topsoil and replacing it after excavation and grading operations. C Saving all existing oak trees. No excavation wil I be allowed 20 Feet from the drip line of each oak tree. A minimum diameter of 100 feet of undisturbed soil shall be maintained about each oak tree. (See Figure 31. All plans and specifications for site improvements are subject to City approval. D. TERM nF AGREEMENT Due to the substantial investment of funds. the City anticipates the Proposer's need For a long-term lease. The term of this agreement depends on the amount of the investment made by the Proponent. the length of time required to amortize capital funds and the expected return derived from golf operations. A proposed length of _ the term shall be submitted by each Proposer in the bid response. _7_ E. F. G. PAYMENT OF RENTAL The Proposers rental to the City shall be at a prescribed minimum yearly rent or the sum of percentages of yearly gross receipts based on different types of revenues, whichever amount is greater. This rent is to be paid monthly. It is recommended that percentage rents be classified into two categories. One for golf -related fees (green fees, cart fees and range fees): the other for Departmental Sales from food and beverage sales and golf shop sales. All proposed rents, both minimum annual amounts and percentage rents, shall be submitted by each Proposer. (Note: Course fees and rates will be set by the operator at market dictation.) SCOPE OF MANAGEMENT SERVICES The Proposer shall operate and keepthe facilities open to the public during such days and hoursas are prudent and compatible for public golf courses in Northern California. The Proposer will be required to provide a level of operation and service equal to standards set by comparable Northern California public golf courses. Under the terms and conditions of this agreement, the selected Proposer shall be responsible for ail golf course operations, including control and regulation of play, golf shop services, food and beverage services, golf course grounds maintenance, as well as maintenance for all buildings, structures and improvements on the premises. PROPOSERS CONFERENCE AND SITE INSPECTION A Proposer's Conference, for the purpose of answering questions that may arise will be held at HenryA Glaves Park, Allen Drive/Oxford Way, at 10:00 AM. on Thursday, September 17,1992. This is a developed drainage basin park site; proposers will then be taken to the subject site. Due to the nature of the construction requirements, it is strongly urged that all Proposers attend the walk-through and conference. Only those questions concerning the sample agreement, the Proposal process and construction specifications, or questions resulting from the walk-through inspection, will be considered in the presence of all Attendees. There will be no private or unilateral consultations prior to the C;ty's receipt of Proposals deadline. E:3 K CONDITIONS AND REQUIREMENTS 1. The following documents are included in this Request for Proposal package and are used a the basis for each Proponent's bid. a Legal Description of Site b. Site Plan c Market Analysis 11 Area Background 21 Area Golf Courses (Type/Fees/Rounds Played) d. Proposal Forms ( Corpora tion/Pa rtner/Propriator] e. Proposer's Equal Employment Opportunity Certification f. Construction Schedule g. Proposed Rent Structure 1) Minimum 21 Percentage h. Five-year Pro -Forma showing anticipated rounds of play i. Statement of Personal History j. Affidavit to accompany Proposal 2 The Proposer is responsible for making all necessary investigations and examinations of documents. operations and premises affecting performance, Failure to do so will not act to relieve any condition of the sample agreement or the above documenLs. It is mutually agreed that the submission of a Proposal shall be considered conclusive evidence that the Proposer has made such investigations and examinations. The City will assume no responsibility for any understandings or representations concerning conditions made by any of its officers or employees prior to execution of a final agreement unless they are included in the RFP. or in the minutes of the Proposer's Conference. -9- 3. Any reasonable inquiry to determine the responsibility of a Proposer may be conducted. The submission of a Proposal shall constitute permission by the Proposer far the City to verify all information contained therein, If the City deems it necessary. additional information may be requested from the Proposer. Failure to comply with any such request may disqualify a Proposer from Further consideration. 4 The Proposer may withdraw the Proposal at any time prior to the date and time which is set forth herein as the deadline for acceptance of Proposals. upon written request for some to the Director. 5. All Proposals shall be firm offers and may not be withdrawn for a period of ninety (90) dpys following date set to receive Proposals. Withdrawal of a Proposal prior to the end of the ninety -day period constitutes a breach of this agreement and requires default of said Proposer's guarantee deposit. The City is preparing a Negative Declaration that will be provided to proposers when completed. 2"1 09 INSTRUCTIONS TO PROPOSERS City of Lodi, Parks and Recreation Department wiH receive sealed Proposals for the construction, development and operation of the proposed facility until Friday, October 23, 1992, 5:00 P.M. Proposals shall be marked: Proposal for the Development and Operation of the Chi of•LocH Golf Course and submitted to Lodi Parks and Recreation Department, 125 K Stockton Street, Lodi, CA 95240. Proposals received after the date specified will be returned to the Proposer unopened. in selecting Proposals, it is the intent of the City to provide the best possible service to the golfing public. Therefore, strong consideration will be given to the Proposer's experience and ability to construct, develop and operate said facility, the extent and quality of the Proposer's program of operations, the quality of improvements to be made, the financial capability of the Developer, and finally, the rental that shall be paid to the City by the Proposer. Evaluation of the Proposals will be conducted by an Evaluation Committee selected by the City. The Evaluation Committee, comprised generally of City personnel having experience in theconduct, administration and/or evaluation of similar agreements, will employ the applicable criteria and their expertise in evaluating Proposals and submit a recommendation to the City Manager for consideration and final approval by City Council. The City may utilize the services of appropriate experts to assist in the evaluation process. -11- The City reserves the rightto reject any and all Proposalsand. in the event a Proposal is accepted. it will be awarded to the Party who. in the sole judgement of the City. submits the best responsible Proposal. Selection of the best responsible Proposal will be based on: 1. Experience and ability of Proposer to develop. establish and operate the facility for which the Proposal is submitted: 2 The nature and extent of improvements to be developed (A preliminary route plan and/or schematic is requested]: 3 The financial ability of the Proposer to establish and operate the facility and make the proposed improvements: 4 The expected rental to be paid to the City: 5. The term of the proposed lease. The City reserves the right to negotiate the terms and conditions with one or more Proposers Q The Proposer is zegxrmiblefor making all necessary investigationsand examinations aP attached documentsand the premises for any and all conditions which affect full performance, Failure to do so will not act to relieve any condition of the proposed lease agreement or any other of the above documents. It is mutually agreed that the submission of a Proposal shall be considered conclusive evidence that the Proposer has made such examination. Proposals shall be made only on the ProposaLForm provided. Failure to complete any portion of the Proposal Form may be a basis for rejection of the Proposal, Proposals may only be modified in writing prior to the date and time set for receiving said Proposals. - 12 - FA If the Proposal is made by an Individual, it shall be signed with the full name of the Proposer and his address and telephone number shall be given. If it is made by a Partnership, it shall be signed with the Partnership name by one of the partners and the full name and address of each partner shall be given. If it is a Joint Venture, it shalt be signed with the fuii name and address of each member thereof. If it is made by a corporation. it shall be Signed by the President and Secretary in the corporate name and the Corporate Seal shall be affixed in the place indicated. No Proposal will be considered unless it complieswith thesesignature requirements. As part of the Proposal Form. the Proposer must attach all documents. statements. lists and references as required and more fully detailed as follows: 1. Statement ofQualification: A full and detailed presentation of the Proposer's qualifications to perform the operations in his Proposal, including his experience in the development and operation of a golf course must be submitted. V 2 Plan of Operations: A full and complete detailed plan of operations is to be submitted with the Proposal. Proposed Rates [to be determined by operator per market dictation). Reservation of Starting Times. Special Programs, etc. 3. General Development Program/Construction Schedule: A narrative description of the improvements to be made, a preliminary route plan and/or schematic. together with appropriate timeframes. This program should include estimated capital budgets and the qualifications of the designated project Managerwho will be responsible for managing the golf course construction. 'I I (1 I� - 13 - 4. Financial Statement: A full and detailed presentation of the Proposer's assets. liabilities and net worth. as well as a list detailing the method of financing all improvements contemplated. In the event funds are to be borrowed to finance any portion of the total investment. Letters - of- Intent fram the bank or other lending agency are to be attached. indicating the minimum amount which will be loaned. Letters -of -Intent may contain the qualification that the loan will only be consummated upon award of the Lease Agreement. 5. Business References: A minimum of five (5) business references giving names. addresses and telephone numbers of each are to be included with the Proposal. 6. Personal References: A minimum of five (5) personal references giving names. addresses and telephcne numbers of each are to be included with the Proposal. 7. Credit References: A minimum of five (5) credit refererces giving names. addresses end telephone numters are to be included with the Proposal. S. Proof of Insurability: A letter of commitment frcm an acceptable insurance company setting forth that the required insurance coverage ($i Million Gereral Liability]. will be available at the time of the commencement of the contract term. Letters -of -Intent from insurance brckerswill not be considered acceptable. All Prcposers must complete the Equal Em,-toyment Opportunity certification and the Affidavit to Accompany Prcposats. Ifthe Prcposal is submitted by a partnership or joint venture. the Statement of Personal History attached to the Proposal Form will be completed by each member thereof. If the Prcpo:al is subrr fitted by a corporation. the Statement will be completed by all officers of the corporation. 14 .. . A The Financial Statement. prepared by a Certified Public Accountant. must show the true condition of the Proposer's assets. liabilities and capital as of December 31. 1991. or the last day of the last year of the Proposer's income tax fiscal year. IF the Proposer is a partnership or joint venture. individual statements must be submitted for each member thereof. Each Proposer shall submit with the Proposal Form either a Cashier's Check or a check certifiedby a responsible bank and made payable to the City of Lodi. as a guarantee that the Proposer will enter into a Lease Agreement if it is awarded to him. The amount of said check shall be $10.000.00 and no Proposal will be considered Mess it is accompanied by such check. All checks accompanying rejected proposals will be returned as soon as possible after the City has selected the designated Proposer. The check accompanying the selected Proposal will be returned only if the successful Proposer: (a) enters into the Lease Agreement within thirty 1307 days after receiving it for execution, and (b) provides the Faithful Performance Bond as called for in the proposed Lease Agreement. IF the successful Proposer does not meet (a) and (b) above. the Proposal Guarantee shall be Forfeited to the City for reason of noncompliance. Prior to the selection of the best responsible Proposal. a Proposer may request. in writing return of the Proposal Guarantee. but such a request shall be construed as a retraction of the Proposal. - 15 - PROPONENT'S STATEMENT FOR CITY USE ON LY ( l Statement of Ownership ( 1 Statement of Qualifications [ I Plan of Operations [ 1 General Development Program/ Preliminary Route Plan and/or Schematic/ Construction Schedule E) Financial Statement (1 Business References f l Personal References (1 Credit References (? Proof of Insurability (1 EEO Certification ( I Affidavit to Accompany Proposals FOR CITY USE ONLY This is a Proposal for the development and operation of a 9 -hole golf course. driving range and supporting facility for the City of Lodi. California. TO: PARKS G RECREATION DEPARTMENT 125 North Stockton Street Lodi. California 95240 1 am personally acquainted with the proposed golf course premises and am acquainted with the privileges to be granted. I have read the Information - Scop. of Project. Instructions to Proposers and reviewed all attached related documents. I am familiar with the terms and conditions that the City has set forth and 1 meet the qualifications for submitting a Proposal. I hereby submit the following Proposal For the rights and privileges set forth therein. . Y -lo - -t I propose to make the real property improvements scheduled below and further. to maintain and operate the facility in accordance with the attached General Development Program, It is Further understood and agreed that all improvements made under the terms and conditions of a subsequent Lease Agreement shall immediately become the property of the City of Lodi. PROPOSED REAL PROPERTY IMPROVEMENTS Estir Cost Site Preparation. Development and Installation of on-site Utilities 9 -Hole Golf Course and Driving Range C 1 ub house Parking Area Maintenance Buildings I, Yard TOTAL PROJECTED REAL PROPERTY IMPROVEMENTS $ IF awarded the contract. I shall provide the following personal property: Estimated Co--'. Clubhouse Furnishings. Fixtures G Equipment $ Golf Course Maintenance Equipment Miscellaneous TOTAL PERSONAL PROPERTY $ j e, - 17 - _r. I propose a Lease Term of years. I propose to pay the City an Annual Minimum Rental or the Sum of Percentages of yearly gross receipts based upon different classes of revenues. whichever is greater. The Annual Minimum Rental is $ [years 1 - 3]. $ (years 4 - )01. $ [year 11 - 201. and $ years 20*. The percentage of yearly gross receipts is as follows: "Year 1 1 percentages are assumed to be constant for the remainder of the Lease term. PRO -FORMA STATEMENT 1. Green Fees G Range Fees $ 2. Golf Shop Sales $ Year 1 Year 2 Year 3 Year 4 Year 5 $ $ $ $ $ $ $ $ 3. Yrs 1-3 ( %] Yrs 4-10 (%] Yrs 11-20 (%] Yrs 20. (%] 1. Green S Hange Fees % % % % 2. Golf Shop Sales % % % % 3. Food G Beverage Sales % % % % "Year 1 1 percentages are assumed to be constant for the remainder of the Lease term. PRO -FORMA STATEMENT 1. Green Fees G Range Fees $ 2. Golf Shop Sales $ Year 1 Year 2 Year 3 Year 4 Year 5 $ $ $ $ $ $ $ $ 3. Food 6 Beverage Sales $ $ $ $ $ 4. Gross Income $ $ $ $ $ 5. Cost of Sales $ $ $ $' $ 6. Adjusted Gross Income $ $ $ $ $ 7. Operating Expenses $ $ $ $ $ B. Projected Kent $ $ $ $ $ 9. Net Operating Income $ $ $ $ $ As evidence of my qualifications to merit the granting of a Lease Agreement. I have attached my Statement of Qualifications, Plan of Operation. General Development Program, Financial Statements. Business References. Personal References. Credit References and Proof of Insurability in accordance witl the Instructions to Proposers. I agree to be personally interviewed by members of the City. or their duly authorized representatives. to further establish my qualifications. I also agree to authorize business organizations and financial institutions to release informatian to the City concerning my credit and financial standing, In the event my Proposal is accepted. I understand and agree: 11 That I wilVenter into a Lease Agreement for the construction. establishment and operation of the previously described golf facility. I have enclosed a Certified .Ir Cashier's check in the amount of $10.000, payable to the City of Lodi. as a gu-16 3ntee that I will enter into a Lease Agreement in the event my Proposal is accepted. 2 That clerical. mathematical or other errors made in this Proposal will not act to void this Proposal or relieve me of any obligation to enter into a Lease Agreement. 3 That in case of default. the aforesaid $10,000 will be retained by the City as liquidated damages and will become the property of the City. - 19 - The undersigned hereby respectfully submits this Proposal including all required statements. [Name of Individual. Partnership. Corporation. Etc.) Corporate Seal Signature Title Address Telephone Number Signature Title Address Telephone Number - 20- F STATEMENT OF PERSONAL HISTORY Date: Legal Name: Residence Address: Residence Telephone Number: Business Address: Business Telephone Number: Social Security Number: Drivers License Number: State of Expiration Date Marital Status: Single Married Divorced Separated Previous Residence for past five years and dates: EfI (2) (3) Have you or your spouse ever filed for bankruptcy or been declared bankrupt? Yes No Explain details (Date and Location) below: Attach additional sheets if needed. - 21 - . A PARTNERSHIP STATEMENT If a partnership. answer the following: 1. Date of organization 2. General Partnership ( ) Limited Partnership ( ) 3. Statement of Partnership recorded: Yes [ ) No ( ) Date Book Page County 4. Certificate of Limited Partnership recorded: Yes ( ] No f ) 5 A 7 ate Book Page County Has the partnership done business in San Joaquin County? Yes ('' ) No ( ) Explain: Name. address. and partnership share of each general partner: Name Address Furnish the birth date. place of birth. Social Security number. and California Driver's License number foreach person shown above. Attach a complete copy of Partnership Agreement. Is the partnership now involved. or has it ever been involved. in any business enterprise whatsoever? If so. give full details: - 22 - Share CORPORATION STATEMENT If a ccrporation. answer the following: 1. When incorporated? 2 Where incorporated? 3. Is the corporation authorized to do business in California? Yes ( ) No I ) IF so. as of what date 4. The corporation is held: Publicly I ) Privatley 5. IF privately held , provide the following: Name Address % of Stock Owned B. If publicly held. how and where is the stock traded: 7. List the following: Authorized Issued Outstanding (a) Number of voting shares: (b) Number of non-voting shares: (c) Number of shareholders: (d) Vafue per share of Common Stock: Par $ Book % Market $ _ g, Furnish the name. title. address. and the number of voting and nonvoting shares of stock held by each officer. director. and any person holding more than 10%of the outstanding stock. 9. Furnish the birth date. place of birth. Social Security number. and Californi Driver's License number for each person shown under Item 5 above. 10. Is the Corporation now involved. or has it ever been involved. in any business enterprise whatsoever: If so. attach full details. - 23 - JOINT VENTURE STATEMENT IF a Joint /enture. answer the following: 1. Date of organization 2. Joint Venture Agreement or Statement recorded? Yes E ) No t l Date Book Page County 3. Has the Joint Venture done business in San Joaquin County? Yes ( l No [ 1 When? 4. Name and address of each Joint Venturer Name Address H any Joint Venturer is a Partnership or Corporation. complete applicable statements. 5. Furnish the birth date. place of birth. Social Security number. and California Driver's License number for each person shown under Item 4 above. 6. Attach a complete copy of the Joint Venture Agreement. 7. Is the Joint Venture now involved. or has it ever been involved. in any business enterprise whatsoever? If so. give full details: • i -21+- STATEMENT OF QUALIFICATIONS Enumerate in detail the duration and extent of ycur business experience with special emphasis upon experience with business of the type to which this proposal relates. Also enumerate in detail the pertinent experience of all persons who will be directly involved in development and management of the business to which this proposal relates. -25- til GENERAL DEYELOP_MENT PROGRAM/CONSTRUCTION SCHEDULE Describe your proposed plans for the golf course and its related structures. Identify the scope of improvements proposed for the golf course. clubhouse and driving range. showing preliminary route plan and/or schematic. List the appropriate architects who wilt be employed. List a construction schedule to include completion of plans and specifications. rough grading. irrigation. seeding. cornpletion of construction and tentative opening. - 26 - PLAN OF OPERATIONS Describe your plan for operation. including staffing. organizational chart and promotional plan. - 27- €` 'I FINANCIAL DATA FINANCIAL STATEMENT Attach a complete report. prepared in accordance with acceptable accounting practice. reflecting your current financial condition. The report must include a balance sheet and income statement. Be prepared to substantiate all infoirmation shown. SURETY INFORMATION Has any surety or bonding company ever been required to perform upon your default? Yes I ) No I 3 If Yes. attach a statement naming the surety or bonding company. date. amount of bond. and the circumstances surrounding said default and performance, INFORMATION Have you ever been declared bankrupt? Yes ( ) No ( ) IF Yes. state date. court jurisdiction. amount of liabilities. and amount of asset. PROPOSED METHOD OF FINANCING DEVELOPMENT P,E.ND.I.ND LITIGATION Provide detailed information regarding present or threatened litigation. liens. or claims involving any participant in the proposal. If there are none. state that there is no existing or threatened litigation. lien. or cfaims against any participant in the proposal. 1 OTHER INFORMATION Please provide any other information which you feel will be helpful in evaluating your ability to successfully develop and operate the golf facilities. -29- . A BUSINESS REFERENCES List five (5) persons cr firms with whom you have conducted business transactions during the past three years. REFERENCE Name: Firm: Title: Address: Telephone: REFERENCE Name: Firm: Title: Address: Tefephone: i. �I -30- REFERENCES REFERENCE Name: Firm: Title: Address: PERSONAL REFERENCES List five (5) persons who have knowledge of your personal history and professional experience. REFERENCE Name: Firm: Title: Address: Telephone: EFEREI Name: Firm: Title: Address: Telephone: - 32 - . A CREDIT REFERENCES List five (5) persons or firms who have knowledge of your debt payments and secured credit history. REFERENCE Name: Firm: Title: Address: Telephone: REFERENCE Name: Firm: Title: Address Telephone: - 33 - . A PROOF OF INSURABILITY Proposer shall provide and maintain in force during the term of the lease contract General Liability fnsurance in the scan of ONE MILLION ($1.000.0001 DOLLARS. A Letter of Committment from an acceptable insurance carrier must accompany this Proposal and be attached hereto. - 34 - - PROPOSER'S EEO CERTIFICATION Proposer's Name Address Internal Revenue Service Employer Identification Number GENERAL The Proposer certifies and agrees that all persons employed by such firm. its affiliates. subsidiaries. or holding companies are and will be treatd equally by the firm without regard to or because of race. religion. ancestry. national origin. age. handicap. or sex and in compliance with all anti -discrimination laws of the United States of America and the State of Catifornia. PROPOSER'S CERTIFICATION 1. The Proposer has a written policy statement prohibiting discrimination in all phases of employment. I 1 Yes ( ) No 2 The Proposer periodically conducts a self analysis or utilization analysis of its work force. I ) Yes I ) No 3. The Proposer has a system for determining if its employment practices are discriminatory against protected groups. I I Yes ( I No 4. Where problem areas are identified in employment practices. the Proposer has a system for taking reasonable corrective action to include establishment of goals and timetables. ( ) Yes [ ) No Name and Title of Signer [Please Type or Print] igna ure Date -35- I AFFIDAVIT TO ACCOMPANY Pi20PMALS Stare of 1 ES Ccunty of ? being first duty sworn. deposes end states: That he/she is (insert 'so)e owner'. 'partner'. 'president'. 'secretary'. or otner proper titlel of [insert name of Proposer) who submits herewith to City of Lodi the attached proposal: Affiant deposes and states: that the proposal is genuine: that the same is not sham Or collusive: that ell statements of fact therein are true: that such proposal was not made in the interest or behalf or any person. partnership. company. association: organization or corporation not therein named or disclosed. Affiant deposes end states: that the Proposer has not directly or Indirectly by agreement. communication or conference with anyone attempted to induce action prejudical to the interest of the City of Lodi, or of m y other Proposer. or anyone else interested inthe proposed agreement: that the Proposer has not in any manner Sought by collusion to secure for himself. itself or themselves. an advantage over any other Proposer. Affiant further deposes end states: (a) That none of our employees are employeesof the City of Lodi or employees of public agencies for which the City Council is the governing body: (b) That no City employee. or employees of public ageneles for which the City Council isthe governing body serve as officers. principals. partners or major shareholders of this Proposer: i (e) That we are not former City emolovees who he ve been emoloved by the City of Lodi in the twelve months immediately preceding the date of this affidavit in positionsof substantial responsibility in the area of service to beprovided by the proposed agreement. and that no such employees he" taken part in the development of said proposed agreement or, its service specifications: (d) That no person who has been employeed by the City within the twelve months immediotelv'orecedina this affidavit serve as an officer. principal. partner or major shareholder of this Proposer. I understand and agree that any falsification in this affidevit will be grounds for rejection of this proposal or cancellation of any agreement ewer ded pursuant to this or000saf. I certify under penalty of perjury under the laws of the State or California that the foregoing Is correct and true. WARNING PROPOSALS WILL NOT BE CONSIDERED UNLESS THE AFFIDAVIT HEREON IS FULLY EXECUTED INCLUDING THE CERTIFICATE OF TF'.E NOTARY AND THE NOTARIAL SEAL. Signed: Signature Title uateu - 36 - SECTION THREE The project site is located in the verdant San Joaquin Valley in the southwest sector of the City of Lodi. The City of Stockton is located a few miles south of the property. Easy auto access is afforded from State Route 99 to the east and Interstate 5 to the west. Figure i is an Area Map showing the site's location and proximity to County centers of popufation. Figure 2 shows the site in the C ;ty of Lodi. Figure 3 is a Site Map showing the present site 27.73 acres. and also. shows the expansion area to the east which amounts to 20.05 acres. A legal description of each site follows. if -37- 1 i Figure AREA MAP F - 38 - _1 i Figure 2 «.•. �� �;�> , LORI OODBRIDGE o �� aot talk_ •,y ... W/tn!!ew •' . .n.,• ' � ,: -�..'S'' \.o'er � ! .�•e �_ l /'�'a 4 •e is U K'WLL l i%Qi - = : '• 4;1 .•...1 .' • Z p =r... t ��� a T L•. o' [p•{ ►AM. s L'LAAE' - •-'�c.oa� t c € '—�r°1 f:• �,�• tr w TURNER RDAD. t i \ •Tw a.n.aos W i �i w+r'•� �-TUwN-E-R+•r• •.�1 ROAD 0•u:l. ? �$ .� _ �•r - n 4 �. • i 71 a— O r•I••" s MOIL. r••�»w. • � S e.w.,• � u .w�• e = .. oo` E � ..: Sn«. ••r tow. we, � � « t+.s pR • rrwr W 1 ••• kn' 6 4 . • ..• F . ... fj We. o+ h+ �'t l - i s a . € ewe 3 .w.•.•.. r 1" . aua+a. �... f r S` i t Pw to .fiGRwfE u A-1 L;Fli i `-�`� .;a.� a^• w•a«w u ! Aw tcxxw!'!1 0.•m a e..•e. .: 1 O iIUM•��w�tsi +te +v60yi s e .:�.nNp t W .,. 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Icnao 1 >t ' �•" a v'-'�'+'+ . �3 G rren Y t E s t a .w ,.•.. a"'n= t ! «M •iii. l�t i t ,t =¢ s a A O ; i •"'e's ww M .IR. � _ ;;�•� a ., � s.r... o..w _ � �-�• irr g _ ep .: w..•. RpRwe• € � - € — f i:.�Ml.�' �Onw i • S rw• S --_` � t• Op G•w•� ��� w L—_• ii t '� J w.w a v+'• . f ,1 '.;•u`sa =J: ..A r s - i .nw � � w� • ~• : HeOt •Q los •� M.wder S d -r = [ rR.• w• • ` � _ t¢ V11 O �.E S * 6 o • •W rLar04 nr•r°wN • 'p --'...m a... Sn.•. • S. • V 4 V� :e•R••t Sr otc.O r Ww.t. JOHN •S6 T••,« Re•R .._r: �— S,.«, ,ac•, S. _ L�ARAt Om Snw. ' 1 _._.v C �KY Ell 0. T •.a» O W IosrnCNl ARE JiR Ji fMC.4'nNR i.+w. • Rwr.Aw w Low WEST KE WILE TTLEM/�N q R`�•�2mut °r ICnO°. • • N LANE S _ IZ tANE r W i Y . O �`�•� fwA' Mews•.•,• R / p y `� i 1r•n•r Rw O Ce[rrr"` C. N cc r sI La -s------ •- �»- : t i t s P ` V.R• www+..a 1 a r�rr r C. .3•i .- .- _-_ er•.w • . O.w+0. Wt a— W G • t tiwlww O �_ ~':i ■a .i'GutMln'� ; u1 -r--ew -- 11 �p HENOERSON e..w••l+•w 4=„_• ,w. ![ w»••.• -- n~^ °°.�•° ' °: _ eer•R.w VILLAGE ` I..•wo ..s _-�-•- f�� a,,.,... 5 �...w.,,. �•� - LANE F -i" 4 LOCAL MAP - 39 - 12�Ov E f , tig N ST12'05' E 350.96' cEN DETAII "A" -- — DETAIL w z J C3 rn :, 1 Difti .we 3 m Deta'1 "B" Cn Future R/W tan o H� 1 _ Century Blvd. 1/4 SEC. UNE *-• Future R/W 15' 40' Ex RNV 517.70 39'10'04.5'W DIMENSIONSi ACREAGE DETAI o• Acreage: Note: -.•- Note: Exact alignment may be modified per adjacent development to the east. O S00.47'55.0'W 267.18 O N89.12'05.0'W 199.85 tol IoExistina Site Exoansion 51.00 30.32 20.05 Gross (to centerline of adjacent street) 47.78 27.73 19.09 Net (to new property line after street improvement) G-BIISINE S39.49'12.0'W O 168.83 O S76.08'43.0'W 175.15 OS14.47'19.0'W 18555 QS22.50'12.0'E 6 102.1 5 ' S 6'39'45.0'V 7 O 227.48 OS00.47'55.0'W 8 377.69 tol IoExistina Site Exoansion 51.00 30.32 20.05 Gross (to centerline of adjacent street) 47.78 27.73 19.09 Net (to new property line after street improvement) G-BIISINE G -BASIN EXISTING PARCEL (NET) A portion of the north one half of the southeast quarter of section 15,T.3N, R.6E, M.D.B.& M County of San Joaquin, State of California, being described as fallows: Commencing at the southwest corner of the 29.1 1 acre parcel of land as shown on the Record of Surrey filed on the 11th day of October, 1983 in Book 28 of Surreys at Page 105, San Joaquin County Records; thence S 89009'55"E, 15.00 feet along the south line of said parcel to the True Point of Beginning; thence N00000'10'E, 1244.23 feet along a line parallel with and 55' easterly, as measured perpendicular to, the west line of said southeast quarter: thence N 45024'03'E, 35.46 feet; thence S 89012'05"E, 150.00 feat; thence N 86059`04'E, 150.33 feet; thence S 89012'05'E, along a tine parallel with and 40' southerly, as measured perpendicular to, the north line of said southeast quarter, 619.18 feet to the easterly property line of said parce; thence S 00007'35"E, 1280.12 feet to the southeast corner of said parcel; thence N 89009'55'W, 947.46 feet to the True Point of Beginning, containing 27.73 acres more ar less. -41 - G -BASIN EXPANSION PARCEL (NET) A portion of the north one half of the southeast quarter of section 15,T.3N, R.6E, M. D. B.& M. County of San Joaquin, State of California, being described as follows: Commencing at the southwest comer of the 29.11 acre parcel of land as shown on the Record of Survey filed cn the 11th day of October, 1983 in Book 28 of Surveys at Page 105, San Joaquin County Records; thence S 89MW55"E. 962.46 feet to the southeast comer of said parcel beingthe True Point of Beginning; thence N 00007'35"W, 1280.12 feet along the easterty line of said parcel: thence S 89°12'05"E.1041.75 feet along a line parallel with and 40' southerly, as measured perpendicularto, the north line of said southeast quarter; thence along the following eight courses S 0004TW W, 267.18 feet, N 89012'05" W. 199.85 feet, S 39°49'12" W, 168.83 feet, S 78°08'43" W, 175.15 feet, S 14047-19" W, 185.55 feet. S 22°50'12" E, 102.15 feet. S 06039'45" W, 227.48 feet. S 00°4T55" W, 377.69 feet to the south line of the north half of said southeast quarter; thence N MUM' W, 517.70 feet along south tine of north half of said southeast quarterto the True Point of Beginning, containing 19.09 acres more or less. 42 San Joaquin County has a population base of 470.000 residents which will provide the primary support base for the City of Lodi Golf Course. The City of Lodi has a resident population of over 53.000. [Note Table I and Figure 4). The City of Stockton. approximately seven miles to the south of the property. has a resident population of approximately 200.000. An improved network of freeways connectins the Central Valley Area to the more populous San Francisco Bay Area. has led experts to predict a forecasted increase in population of 30% in San Joaquin County by 1995. This projection amounts to 135.000 additional County residents in that period. Other demographic data related to the City of Lodi is presented in Tables 2 through S relating to building permits. residential data. taxable sales and major employers. This is followed by community profile. Table 5. which describes the climate and lists the available sources of transportation. Figure 5 shows City school and park sites. It should be noted that the proposed park site is identified as Ed OeBenedetti Park. There are currently 15 golf facilities of varying style. design. classification and length in San Joaquin County. These properties are shown graphically in Figure 6 and described in Table 7. Table 8 lists Lodi City Council Members. Planning Commissioners and the City of Lodi Department of Community Development. This section is concluded with a negative Declaration that has been furnished by the City of Lodi. -43- I A. City of Lodi BUMorical & Projected Growth YEAR POPULATION % INCREASE POP. ADDED Jan -1971 29,307 2-1% 616 Jan -1972 29,990 2.3% 683 Jan -1973 30,650 2.2% 660 ' Jan -1974 30,960 1.0% 310 Jan -1975 31.350 1.3% 390 Jan -1976 2.6% 800 Jur-1977 32,250 0.3% 100 1am•1978 32,932 2.1% 682 Jan -1979 34,435 4.6 96 1,503 Jan -1980 35,221 2.3% 786 Jan -1981 35,573 1.0% 352 Jam -1982 36,780 3.4% 1,207 Jam -1983 37,979 3.3% 1,199 Jan -1984 39,583 4.2% 1,604 Jaa-1985 40,566 25% 983 Jm1-1986 43,103 6.3% 2,537 Jan -1987 45,794 6.2% 2.691 Jam -1988 48,042 4.9% 2,248 Jam•1989 49,221 2.5% 11179 Jan -1990 50,328 2.2% 1.107 • Jam -1992 53.590 2.0% 1,051 "' Jan -1993 54,662 2.0% 1,072 Jan -1994 55,755 2.0% 1,093 Jam -1995 56,870 2.0% 1,115 Jam -1996 58,007 2.0% 1,137 Jan -1997 59,167 2-0% 1,160 Jam -1998 60,351 2.0% 1,183 Jan -1999 61,558 10% 1.207 Jan -2000 62,789 2.0% 1,231 Jan -2001 64,045 2.0% 1,256 Jan -2002 65,326 2.0% 1,281 Jan -2003 66,632 20% 1,307 Jan -2004 67,965 20% 1,333 Jan -2005 69,324 2.0% 1,359 Jan -2006 70,711 20% 1,386 Jan -2007 72,125 2.0% 1,414 Jan -2008 73,567 2.0% 1,442 Jan -2009 75,039 2.0% 1,471 Inn -2010 76.539 2.0% 1,501 Source: State Department of Finance • The tins percentage of growth from '90 to '91 mflecta a State Department of Fiance adjuatmea to match US. Cenaua figures. •• Aswming • 2`.6 growth rate adopted in the General Plan Growth Management Element. -44- R, m 3 m LL - 45- 0661 '6861 '8961 'ljodaa lenuuy u01s1A10 uolloadsul 6ulPt1n9 1pol jo A113 :30ano5 syluom Oulu ISald. 6LZ -' OZ- ZIE'IOE't S Sa 001'988 S aE 11E'86919 S 91I 9161 8✓9 I OZ- OZS' OLS' 0 f 062 841' Ul' IS 99 810' OSO' 211 ZOE 1161 OZ5 9 IE- 9EZ'OE9'E S OR 6L6'LIZ'ZS ZL 619'193'£I1 SSZ 9161 6LC E EZ- 002'0901Z S 82I 000't6t'Z$ 85 86Z'822'Z11 £iZ 6L61 OOZ 0 EI- 088'9Z0'6 S 01 065'L92 S 8 019'08E'9 1 06 0861 Z6Z •- ti- OOE'60E'E 1 901 008'662 S 8 8EZ'OIVS S 6£1 1861 619 -' U- 090'890'ZIS No 005'9ll'2S OL O0Z'Ots'9 $ lot 2861 Oto 5 91- 009' £9£' 6 $ Ell 000'008 S 22 OOE'61 I'M 922 £961 969 '- LZ- 000'EEI'ItS 810 009100£'tS 9Z aZl'S92'91S 292 b861 018 -` IE- 012'Z80'9tS ISS 26E'910'21 06 S W IZ9'EZS 90E 5061 9£9 '• 6Z• OLZ'0Z9'8 $ 992 80Z'090'I1 OE 609'6Sa'8ZS 69E 9861 909 •' a- 000160S19 S 001 000'SEO'E$ 09 110'96S'OES Ott [861 010 •' EI 000'110'[ S 191 ZE91SEZ S 0 0011EOL'IES 9ZE 8861 EEE [ ZZ- 960'I16'9 S UI 21616ZE S 0 ZSL'100'OZS 911 686I 68 91 11- -0• 0 t6E'80O S E 600'09'11S Zo .0661 NIV9 1300W3t1 1n0 3n1VA SUM 3n1VA S1INn DIVA S1111n 21V3A 13N Aa 03AOW a0 1N3WIUVdV 9N1113M0 ON1113MO 030UV 03NSIIOW30 H3N X31dnO AIIWVd S11Nn M3N -310NIS MN VIVO 11W83d JNiai n8 Z elgel y 1� Table 3 RESIDENTIAL DATA POPULATION & HOUSING SUMMARY HOUSING TYPE Total Number U.S. Census April 1, 1980 Department of Finance Estimate Jan. 1. 1992 Certified Population 35,221 53,186 Total Housing 14,811 19,963 Vacant Units 796 587 Percentage Vacancy 5.3% 3.48 Household Population 34,528 51,339 Persons per Household 2.46 2.664 Group Quarters Population 691 1,847 HOUSING TYPE Total Number Single Unit Mobile Home 2-4 Units 5 ar More U.S.Census 1980 10,506 384 1,223 2,698 Dept. of Fin. Est. 1-1-92 13,203 499 1,875 4,386 SOURCE: 1980 Census and 1992 Dept. of Finance Population Estimate -47- Table 4 TAXABLE SALES - LODI . ANIAL M LAR VOLME OF TOTAL TAXABLE "Mrs TAIM BLE ITHn%TffiE7l OF PEMIS PWA TO SELL wr1989 YEAR 19M 1987 1989 1989 Permits 3004 % of Permits $000 % of Permits $000 % of Permits $000 % of Co. co. Co. CO. Aiorel Stores 30 7,737 12.1 32 8,783 12.4 34 9,726 13.6 35 10,253 13.4 ' Con. Me Stares 14 33,630 11.1' 14 36,218. 10.2 113 35,077 9.2 11 39,2Q5 9.5 m Onn,1 Stints 10 '13,504 19.4 12 14,165 19.5 12 14,456 18.9 11 16,907 20,8 FoM Stores 37 25,140 12.8 36 27,908 14.6 41 33,006 15.9 44 37,717 16,8 Packged Liq. Store 6 5,669 19.4 7 6,130 19.6 7 6,132 20.6 5 6,123 20.2 Eat/Drinking Place 121 32,166 14.6 128 32,246 13.6 133 39,U)6 13.9 138 36,810 14.0 flute Furnishh9s Appliances 38 15,908 17.6 38 17,191 18.5 40 14,170 14.5 41 10,530 10.3 Bldg, KAerial b Fann Inplaients 36 21,902 20.8 31 21,372 15.0 34 25,234 10.2 35 31,£i55 14.2 Auto Dealers 6 Auto Supplies 54 87,179 18.5 53 68,634 15.4 52 81,632 14.9 58 84.590 15.0 Service Stations 26 19,220 11.2 17 21,332 11.2 15 20,495 10.I 17 22,249 10,8 Other Retail Store 132 11,822 N/A 150 191WI N/A 165 23,076 WA 162 22,561 N/A 1 Total Retail Stores 544 285,957 14.5 521 213,066 13.2 w299,410 13.2 557 318,910 13.0 f. Table 5 MAJOR EMPLOYERS MANUFACTURING EMPLOYMENT: Name of Company Employment Type cf Business General Mills 897 Cereals and Food Mixes Newco -Holz Rubber Co. 170 Rubber Products Pacific Coast Prod. (Seasonal) 300-1,500 Can Manufacturers & Canners Valley Industries 300 Trailer Hitches U.S.A. Products 125 Cushions & Seat Covers Interlake/Lodi Fab 185 Industrial Storage Racking Guild Winery 200 Wines, Brandy & Champagne Claude C. Wood Company 190 Bldg. Materials, Cement Catalina 160 Sportswear, Swimwear Ceco-Anderson Steel Bldgs 120 Manufacturing Steel Buildings Triangle Pacific 150 Cabinet. Woodwork Dart Container Corporation 87 Styrofoam Containers Name of Company Employment Type cf Business Farmers & Merchants Bank 183 Banking Lodi Memorial Hospital 650 Surgery & Medical Care Lodi Unif. School District 2,247 Education City of Lodi (full-time) 380 Government City of Lodi (part-time) 75 Government Wallace Computer 50 Computer Sales Mervyn's 170 Retail Dry Goods Lfic Gas & Electric 3 Utility SOURCE: LODI DISTRICT CHAMEER OF COMMERCE, JUNE 1990 E= I 49- Table' 6 COMMUNITY PROFILE L-OCATION; Lodi is located 90 miles east of San Francisco and 34 miles south of Sacramento. i:LIMATE AVERAGE TEMPERATURE RAIN HUMIDITY - --- — Elevation: Period Min.• Mean.' max.. Inches 4 a.m. Noon 4 P.m- 51 feet PREVAILING VIXOS: January 35.8 44.7 53.6 - - 3.26 - 90 87 702 Direction: Y b Nil April 43-6 58,2 72.7 1.30 79 56 42i Mean Hourly Speed: July 53.2 72.7 92.1 ..020 64 40 25: _ - 21 m.p.h. October 44.3 69.2 78.1 .886 73 56 381.11 SOURCE: National Ys;r 44,0 58.9 73.8 16.62 78 61 45: Weather Service Rail: Mainline of Southern Pacific Railway; Central California Traction Conlpalry provides interl ine service with Western Pacific, Santa Fe and Southern Pacific. a Figure 5 PARKS 0 1 Lodi Lake & 2 W"t4skeeRoiAreo MOKELUMNE,RfVER 3 Cony Cmine Pork 4 Von Buskirk Pork 5 Softball Complex 6 Atmxy Park L DI ,�• I " 4 7 Stadium LAKE TURNER RD 9 Lawre celdPark I 10 Emerson Park Sp 11 Hole Park R I 12 Henry Gloves Pork 13 Hutchins Street Square 3 4& 14 MapleSquare 15 Vlnewood Park I18 Americon Legion Pork LOCKEFORD :. CTR 17 Blakely Pork n : T S. P. R R. ( 1 18 Pixley Pork ...._ 19 Kofu Pork ELM ST 20 Ed DeSenedetti Pork 0 ,� 4 11 21 Beckman Pork 1 22 English Oaks Commons < \/: ;Z �� INE ST 23 Century Park (Temporory) 24 Solos Pork `� �/ t 32I 45 SCHOOLS 25 Woodbridge School LODI AVE 26 Lokewood School 14 yI 27 Lawence School 28 George Washington School 33 29 St. Peters School (P) i 30 Erma Reuse School v' INDUSTRIAL WY, I 31 Lodi High School i 32 St. Anne's School (P) tr I I 33 Needhom School VINE ST 34 Heritage School 35 Vinewood School / 36 Senior Elementary School f I 37 Leroy Nichols School qs �; 38 Lodi Academy (SOA)(P) 39 S,D•A, Elementary School(P) a. 3� cel 40 Tokay H• h School vi /a - 41 Century School (P) HWY 12 KETTLEMAN LN �• ��j' )ri I •3'�: 42(Beckma-Prfote School ,. CITY BUILDINGS 43 Parks dt RecrectJon Office 44 Civic Center: City Hall, 15 Court House, Fire Sto. #1 �j Police bt Corneglo Forum 45 Fire Sto, 2 CENTURY BLVC I CENTURY Bl 46 Municipal ervfce Center 23 47 Fire Sto. 13 22 4 MISC. 48 Grope FeetHol Grounds 0 t// J= hili I 0 1000 Y000 3000 FM LN - ;-- CITY OF LO D I' I P FACILITY LOCATIONS TABI,E 7 SAN JOAQUIN COUNTY GOLF COURSES Location Holes Length Municipal 1 Manteca Golf Course Manteca 18 Regulation 2 Swenson Park Golf Course Stockton 16 Regulation 9 Par -3 3 Van Buskirk Golf Course Stockton 18 Regulation Serpi-Private 4 Dry Creek Golf Course Galt 18 Regulation 5 Esca 1 on Golf Course Escai on 9 Regulation a Forest Lake Golf Course Acampo 18 Par -3 Private Ci ubs 7 EIkhom Stockton 18 Regulation 8 Spring Creek Ripon 16 Regulation Q Stockton Country Club Stockton 18 Regulation 10 Tracy Country Club Tracy 18 Regulation 11 Woodbridge Country Club Woodbridge 27 Regulation Mi litary 12 Lyons Golf Course Stockton 9 Executive Other 13 Oakmoore Golf Course Stockton 9 Regulation New Courses 14 Brookside Country Club Stockton 18 Pri-Reg 15 Micke Grove Golf Course Stockton 18 3.P, -Reg Table 8 • ► 11 11 : C �' James W. Pinkerton, Mayor David Hinchman Jack Sieglock Phil Pennino John R. (Randy) Snider Susan Hitchcock, Chairperson Larry Mindt Michael A Lapenta Craig Rasmussen Roger Stafford James Griffith Harry Marzolf Leonard Bull. Chairperson Harry Marzolf Donald P. Kundert Michael Locke Janet Robison PROJECT STAFF Mark Meissner, Project Coordinator James B. Schroeder, Community Development Director Carol Goehring, Department Secretary rITY OF i aw ni=PARTAAFNTQF r(IAAKAI wiTY nFVFI nPMFNT City Hall 221 West Pine Street R O. Box 3006 Lodi, California 95241-1910 (209) 333-6711 I me] RUN M12' 1115491MMMw Bob Johnson, Chairperson Bob Casalegno Steve Scott Elvera Melby Ed Wall -54- 0 cn Table 9 SAN JOAQUIN COUNTY GOLF COURSE MARKET SUMMARY • Swenson Park has an 18 -hole Regulation course and a 9 -hole Par -3; it is included as two facilities for this example. Oakmoore is included as a Private club. In the summary, the Military course at Lyons is considered a private club. 1991 Population, San Joaquin County: Number of 18 -hole Public Golf Courses Needed: Total Holes of Public Golf: Present Net 18 -Hole Public Golf Courses: Indicated Market Demand for Addi+lonal 18 -hole Public Golf Courses: Present Public Golf Course/Population Ratio: 490,000 10 117 6.5 5 1/75,385 Regulation Courses Exec/Par-3 Courses Number of Holes 27 18• 9 Subtotal 18 9 Subtotal Total Private Clubs 1 5 1 6 0 0 0 7 Ssmi-Private 0 2 1 3 1 0 1 4 Municipal 0 3' 0 3 0 1• 1 4 Military 0 0 0 0 1 0 1 1 Totals 1 10 2 13 2 1 3 16' Total Facilities 16" • Swenson Park has an 18 -hole Regulation course and a 9 -hole Par -3; it is included as two facilities for this example. Oakmoore is included as a Private club. In the summary, the Military course at Lyons is considered a private club. 1991 Population, San Joaquin County: Number of 18 -hole Public Golf Courses Needed: Total Holes of Public Golf: Present Net 18 -Hole Public Golf Courses: Indicated Market Demand for Addi+lonal 18 -hole Public Golf Courses: Present Public Golf Course/Population Ratio: 490,000 10 117 6.5 5 1/75,385 0 r - 1 . • • • The relativity of population and its demographic data must be retated to statistical data pertaining to the golf industry, a brief summary of which is provided in Tables 7, 8 and 9. According to the National Golf Foundation study, Goff Faculties, there are 13,738 golf courses in the United States. Of these, 6,296, or 45.8%, are daily fee; 2,166 are municipal courses, 15.8%; 5,276 are private clubs, amounting to 38.4%. Golf courses in the United States, California and San Joaquin County are summarized in Table 7, according to length — Regulation, Executive and Par -3; and according to type of operation -- daily fee, municipal or private. Compared with the nstional golf course inventory, California has about the same ratio of public golf courses - 53 plus percent. Its ratio of municipal courses, however, is higher than those in the U.S. overall. in San Joaquin County, which is limited to 15 courses, the breakdown is four daily fee courses, 26.7%; three municipal courses, 20.4% and eight private clubs, 53.3%. This market area has a smaller share of public facilities than either the U.S. or California. There are more municipal courses but fewer daily -fee facilities. Private clubs include the limited play Oakmoore and the 9 - hole executive military course. -56- ' According to a special market study prepared for National Golf Foundation by Market Facts, Inc., it was determined that 9.9% cf California's population plays golf and that the average Californian plays 25.1 rounds annually. For San Joaquin County, this indicates the capability of 1,212,000 rounds of golf. This is far less than the capability cf existing golf courses in the market area to accommodate this demand. Additional demographic data in Table 8 summarizes the percentags of Western golfers according to age, household income, education and occupation. It is noted that the highest frequency of golf activity among Western golfers occurs between the ages of 20 to 30, which accommodates 47.59/6 of the golf population. This is an age group that is well represented by Lodi and San Joaquin County residents. Golfers generally are well educated; 43.4% are college graduates. Less than 5% of the golf population is without a high school education. In the occupational classification. professional management and administration accounts for the greatest percentage of golfers at 45.1 %. Blue collar workers account for 26.6%. clerical and sales personnel 19.3%, all others, 9.0%. Table 7 COMPARISON OF GOLF COURSES IN U.S., CALIFORNIA, AND SAN JOAQUIN COUNTY CLASSIFIED BY LENGTH AND BY TYPE OF OPERATION Daily Fee % Municipal % Priva to % Total REGULATION: U.S. 5.833 46.1 1,963 15.5 4,862 38.4 12.658 100.0 CA 251 38.5 130 20.6 270 41.5 651 100.0 San Joaauin 3 25.0 3 25.0 6 50.0 12 100.0 EXECUTIVE: CA U.S. 492 63.1 129 16.6 158 20.3 779 100.0 m CA 71 67.0 13 12.3 22 20.7 106 100.0 San Joaquin 0 0.0 0 0 1 100.0 1 100.0 PAR -3 U.S. 455 62.7 150 20.7 120 16.6 725 100.0 CA 34 43.6 21 20.9 23 29.5 78 100.0 San Joaquin 1 50.0 1 50.0 0 0.0 2 100.0 TOTAL U.S. 6,296 45.8 2,166 15.8 5,276 38.4 13.378 100.0 CA 356 42.6 164 19.7 315 37.7 835 100.0 San Joaquin 4 26.7 3 20.0 8 53.3 15 100.0 Golf Participation Rate and Golfem;tyy:Sie i Participation Tot1 State Rate (Percentage) C{Qgo3 Alabama 5.4 205.242 Arizona 114 378.874 Arkansas SS 122.988 California 99 2.624.164 Colorado 129 407.063 CoMV=icut 10.8 327.021 Delaware 8S 52.109 District of Columbia 32 18.897 Flotilla 103 1.214.259 (3eargia 72 465.795 Tdabo 139 127.534 Minis 13.4 1.429505 wana 121 613.909 Tows 152 394.752 Karns 121 276364 - Kentucky 9.8 337.928 Lonistamt 54 221.152 Maim 96 106.123 Maryl9md 85 368;049 Mesar 11.5 629.274 bmw9a t 149 1„267333 MitmesOM 176 694.477 MisdSsim 4A 106.140 Missoari 9.1 432.$44 Mama 109 82.177 Nebinalra 120 I 177.045 Newada 125 135.875 New Hampshim 7.6 78.870 Newktsey 9.1 660.656 New Mexico 12.6 177.415 New Yak 89 1.472.269 Noah Cxolina 9A 569.643 ?lath Dakota 143 89.298 Ohio 13.1 1.291.349 Oklahomrt 79 236.721 Oregon 11.2 289.138 FCsylt=ia SA 939.019 Rhode Island 84 77.774 South Carolina 8.7 267968 South Dakota 136 87.757 Tc> w=e 65 294X36 Teras 86 1369.612 Utah 166 249.733 Vermont 108 55.841 V, *" 7.8 440.232 wastiagton 112. 479.469 West Virginia 6.5 112.929 Wisronsin 16A 738.899 Wyoming 139 60.529 Source: National Golf Foundation -59- Demographic Profile of Western Golfers Percent of Western Population Number of Percent of (Age 5 and overs Golfers Western Population %, 5% IQ9G: 5% 20% (Thousands) Golfers Total:.....� �: 102 4,547 1000 Gender f - •,� Mair - 3.467 762 4.8 1A80 23.8 AV 164 36 5-14yt=- 4 8.0 286 6.3 9yrs- 144 X991 21.8 20--229 yrs. � . .�>. ,,.,; .,::::,,:�::. 25.7 30.39 yrs. ra.-.• �' 112.0 40-49yra- 673 14.8 ,F1�7 473 30.4 50.59 yrs. -; 3A 245 5.4 �� Yom- 9.0 > 546 120 65 yrs. and Over t'_is.:: �..:.:_ Household Incom T.rss Than S10.000 ?wnZ7 3.8 163 36 SI0.000.19.M `y'�""„:5.6 465 10.1 "'-` '7, 677 119" 520.000.29.999 '":.i ' " 8.6 S30.000.39.999 . i; 178 S40.000 -19 -OW 811 971 21.s 550.000.73.999": = `_: 12 S75.000 and Over 7.9 614 ]3.7 Eduution 218 4.8 'ion -High School Grad """ "` 14-6 High School Grad 8.2 1.009 22-2 ...::" ,-..,•�:: - : 9,3 1.347 29.6 someCoUegt 1 43.4 College Grad 15.0 Occupation i i 2 p51 45.1 ProfJ fgtnt/Adru,n. 13.4 877 191 Cletieausaies 11.7 1.22!0 26.6 Blue Collar 37 409 9.0 Ott.:r f 7.4 I - 60- f REQUEST FOR PROPOSALS CITY OF LODI GOLF COURSE AND DRIVING R SECTION ONE — INFORMATION - SCOPE OF PROJECT A PURPOSE 8. BACKGROUND C. CONSTRUCTION REQUIREMENTS D. TERM OF AGREEMENT E. PAYMENTOFRENTAL F. SCOPE OF MANAGEMENT SERVICES G. PROPOSER'S CONFERENCE AND SITE INSPECTION FL CONDITIONS ANO REQUIREMENTS 1, Documents 2 Proposer Investigation 3, City Investigation of Proposer 4t Right to Withdraw Prior to Deadline 5. Restrictions After Deadline 3- Q REQUEST FOR PROPOSALS CITY OF LODI Continued SECTION TWO — PROPOSAL FORM INSTRUCTIONS TO PROPOSERS PROPONENT'SSTATEMENT STATEMENT OF PERSONAL HISTORY PARTNERSHIP STATEMENT CORPORATION STATEMENT JOINT VENTURE STATEMENT STATEMENT OF QUALIFICATIONS GENERAL DEVELOPMENT PROGRAWCONSTRUCTION SCHEDULE PLAN OF OPERATIONS FINANCIAL DATA OTHER INFORMATION BUSINESS REFERENCES PERSONALREFERENCES CREDIT REFERENCES PROOF OF INSURABILITY PROPOSERS EEO CERTIFICATION AFFIDAVIT TO ACCOMPANY PROPOSALS SECTION THREE — DOCUMENTS MARKET OATA & KEY MAPS NEGATIVE DECLARATION SECTION ONE INFORMATION - SCOPE OF PROJECT A. PURPOSE The City of Lodi is soliciting private investors to construct. develop and operate a public golf facility on City -owned property, The property is located on Lower Sacramento Road at Century Boulevard. south of State Route 12. Improvements to be made by the successful Proposer include a 9 -hole Executive or Par -3 length golf course. driving range. Full-service golf shop with snack bar and public restrooms. and all necessary personal property required to provide and maintain a first-class golf course operation. R BACKGROUND The site, contains approximately 27.7 acres of land which is owned by the City of Lodi. in North Central San Joaquin County. plus 20 acres to the east. which the City is intending to acquire at this time. The City resident population is 53.000: the County resident population is 470.000. The City of Lodi requires the site be used as a temporary stormwater retention basin. Approximately 202 acre-feet of water will have to be stored and maintained at a grade elevation under 26 feet. This excess runoff during heavy rain periods will be released into the City's system until capacity is available east of the Woodbridge Irrigation District Canal. The length of time required for storage will depend upon the total volume stored in the system and the discharge rate allowed by Woodbridge Irrigation District. The City has five completed parks with athletic and recreational use fields which also serve as stormwater retention basins. The City requires that the proposed golf course facility be maintained to a level consistent with their other basin/parks. Water is available through the City of Lodi for $0.285 per 100 cubic feet [as of April 1. 1992. an increase is anticipatedl. The City of Lodi will contribute development funds. as described in the details on the construction requirements contained in Section One. Part C. A site map is shown in Section Three. Part A. and additional market information is found in Section Three.. t :i Part B. -5- 1 C. CONSTRUCTION REQUIREMENTS The successful Proposer shall be responsible for making att site improvements, developing all appropriate structures and providing all personal property that is necessary to successfully operate and maintain the proposed golf facility. Those improvements shall include a 9 -hole golf course [Proponent should indicate whether an Executive or Par -3 course is proposed]. driving range and practice area. The successful Proposer will build a full-service golf clubhouse that will include a golf shop. men's and women's restrooms [handicap accessible). a snack bar/food and beverage operation and management offices. The site will also contain a paved parking area and adequate space to store carts. A more expanded food and beverage operation maybe incorporated into the clubhouse design if the Proposer so chooses. The maintenance building should contain enough space for storage of seed. fertilizer and chemicals. storage of golf course maintenance equipment. an office for the Golf Course Superintendent and a lunch area for maintenance crew workers. All aspects of the proposed facility must be equipped by the successful Proposer to allow for a full-service professional golf operation. This includes golf course maintenance equipment. golf shop and clubhouse furnishings. fixtures and equipment and appropriate licenses. The City of Lodi will be responsible for developing all street improvements on Lower Sacramento Road and on Century Boulevard, including engineering. surveying. paving. curb and gutter. sidewalks. street lights and driveways, Access t4 the site will be at the northeast corner of the parcel on Century Boulevard. The City is also responsible for installing all various utilities on Century Boulevard and Lower Sacramento Road and extending utilities to the site and providing environmental clearances. i� In addition to the aforemen ioned golf course improvemen s the successful Proposer will be responsible far: 1. Installation of an irrigation system which will provide coverage for the entire site. 2 Installation of an interior drainage system which will be tied into the City's storm drainage pump station. There will be a minimum of five interior catch basins and drainage lines varying from 12 to 24 inches, The number of catch basins and sizes of lines will be dependent upon the grading plan for the bottom of the basin. 3. Installation of a minimum 6 -foot. g -gauge chain link fence with top rail and concrete mow strip. [Higher screens/fencing may be required to golf course layout and adjacent uses,] 4. Providing onsite fire protection as required by the Fire Department. The requirement will be based on the location and type of onsite buildings. W a Stockpiling all topsoil and replacing it after excavation and grading operations, 6. Saving all existing oek trees. No excavation will be allowed 20 feet from the drip line of each oak tree, A minimum diameter of 100 feet of undisturbed soil shall be maintained about each oak tree. (See Figure 31. All plans and specifications for site improvements are subject to City approval. D. TERM OF AGREEMENT Due to the substantial investment of funds. the City anticipates the Proposer's need For a long-term lease. The term of this agreement depends on the amount of the investment made by the Proponent. the length of time required to amortize capital i funds and the expected return derived from golf operations. A proposed length of i the term shall be submitted by each Proposer in the bid response. -7- t . E. F. G. PAYMENT OF RENTAL The Proposers rental to the City shall be at a prescribed minimum yearly rent or the sum of percentages of yearly gross receipts based on different types of revenues, whichever amount is greater. This rent is to be paid monthly. it is recommended that percentage rents be classified into two categories. One for golf -related fees (green fees. cart fees and range fees): the other for Departmental Sales from food and beverage sales and golf shop sales. All proposed rents, both minimum annual amounts and percentage rents, shall be submitted by each Proposer. (Note: Course fees and rates will be set by the operator at market dictation.) SCOPE OF MANAGEMENT SERVICES The Proposer shall operate and keepth facilitie open to th public during such days and hours as are prudent and compatible for public golf courses in Northern California. The Proposer will be required to provide a level of operation and service equal to standards set by comparable Northern California public golf courses. Under the terms and conditions of this agreement, the selected Proposer shall be responsible for all golf :ourse operations, including control and regulation of play, golf shop services, fooe wvf beverage services, golf course grounds maintenance, as well as maintenance for all buildings, structures and improvements on the premises. PROPOSERS CONFERENCE AND SITE INSPECTION A Proposer's Conference, for the purpose of answering questions that may arise will be held at Henry A. Glaves Park, Allen Drive/Oxford Way, at 10:00 AM. on Thursday, September 17, 1992. This is a developed drainage basin park site; proposers will then be taken to the subject site. Due to the nature of the construction requirements, it is strongly urged that all Proposers attend the walk-through and conference. Only those questions concerning the sample a(,; eement, the Proposal process and construction specifications, or questions resulting from the walk-through irispection, will be considered in the presence of all Attendees. There will be no private or unilateral consultations prior to the City's receipt of Proposals deadline. 0 H. CONDITIONSAND REQUIREMENTS 1. The following documents are included in this Request for Proposal package and are used a the basis for each Proponent's bid. a Legal Description of Site b. Site Plan c Market Analysis 1) Area Background 21 Area Golf Courses (Type/Fees/Rounds Played) d Proposal Forms (Corporation/Partner/Proprietor) a Proposer's Equal Employment Opportunity Certification f. Construction Schedule g Proposed Rent Structure 1) Minimum 21 Percentage h Five-year Pro -Forma showing anticipated rounds of play i, Statement of Personal History .. j. Affidavit to accoirpany Proposal 2. The Proposer is responsible for making all necessar,. investigations and examinations of documents, operations and premises affecring performance. Failure to do so will not act to relieve any condition of the sample agreement or the above documents. It is mutually agreed that the submission of a Proposal shall be considered conclusive evidence that the Proposer has made such investigations and examinations. The City will assume no responsibility for any understandings or representations concerning conditions made by any of its officers or employees prior to execution of a final agreement unless they are included in the RFP, or in the minutes of the Proposer's Conference. �t 3 Any reasonable inquiry to determine the responsibility of a Proposer may be conducted. The submission of a Proposal shall constitute permission by the Proposer For the City to verify all information contained therein. If the City deems it necessary. additional information may be requested from the Proposer. Failure to comply with any such request may disqualify a Proposer from further consideration. 4 The Proposer may withdraw the Proposal at any time prior to the date and time which is set Forth herein as the deadline For acceptance of Proposals. upon written request for same to the Director. 5. All Proposals shall be firm offers and may not be withdrawn for a period of ninety (90) days following date set to receive Proposals. Withdrawal of a Proposal prior to the end of the ninety -day period constitutes a breach of this agreement and requires a default of said Proposer's guarantee deposit. The City ispreparing a Negative Oeclaration that will be provided to proposers when completed. SECTION TWO PROPOSAL FORM INSTRUCTIONS TO PROPOSERS City cf Lodi, Parks and Recreation Department will receive sealed Proposals for the construction, development and open^tion of the proposed facility until Friday, October 23. 1992, 5:00 P.M. Proposals shall be marked: Proposal for the Development and Operation of the City of-Lod'i Golf Course and submitted to Lodi Parks and Recreation Department, 125 N. Stockton Street, Lodi, CA 95240. Proposals received after the date specified will be returned to the Proposer unopened, In selecting Proposals, it is the intent of the City to provide the best possible service to the golfing public. Therefore, strong consideration will be given to the Proposer's experience and ability to construct, develop and operate said facility, the extent and quality of the Proposer's program cf operations. the quality cf improvements to be made, the financial capability of the Developer, and finally, the rental that shall be paid to the City by the Proposer. Evaluation of the Proposals will be conducted by an Evaluation Committee selected by the City. The Evaluation Committee, comprised generally of City personnel having experience in the conduct, administration and/or evaluation of similar agreements, will employthe applicable criteria and their expertise in evaluating Proposals and submit a recommendation to the City Manager for consideration and final approval by City Council. The City may utilize the services cf appropriate experts to assist in the evaluation process. - 11 - I1 The! City reservesthe rightto reject any and all Proposalsand. in the event a Proposal is accepted. it will be awarded to the Party who. in the sole judgement of the City. submits the best responsible Proposaf. Selection of the best responsible Proposal will be based on: 1. Experience and ability of Proposerto develop. establish and operate the Facility for which the Proposal is submitted: 2 The nature and extent of improvements to be developed [A preliminary route plan and/or schematic is requested]: 3. The financial ability of the Proposer to establish and operate the facility and make she proposed improvements: 4. The expected rental to be paid to the City: 5. The term of the proposed lease. The city reserves the right to negotiate the terms and conditions with One or more Proposers. Q The Proposer isresponsible for makingell necessary investigations and examinations of attacheddocurnerats and the premises for any and all conditions which affect full performance. Failure to do so will not act to relieve any condition of the proposed lease agreement or any other of the above documenm it i s mutual ly agreed that the submission cF a Proposal shall be considered conclusive evidence that the Proposer has made such examination. Proposals shall be made only on the Proposal Form provided, Failure to complete any portion of the Proposal Form may be a basis for rejection of the Proposal. Proposals may only be -Modified in writing prior to the date and time set for receiving said Proposals. -12- _E'1 IF the Proposal is made by an Individual. it shall be signed with the full name of the Proposer and his address and telephone number shall be given. IF it is made by a Partnership. it shall be signed with the Partnership name by one of the partners and the Ina me and address of each partner shatl be given. If it is a Joint Venture. it shalt be signed with the full name and address of each member thereof. If it is made by a Corporation. it shall be Signed by the President and Secretary in the corporate name and the Corporate Seal shall be affixed in the place indicated. No Proposal will be considered unless it complies with these signature requirements. As part of the Proposal Form. the Proposer must attach all documents. Statements. lists and references as required and more Fully detailed as Follows: 1. Statement of Qualification: A Full and detailed presentation of the Proposer's qualifications to perform the operations in his Proposal. including his experience in the development and operation of a golf course must be submitted. v 2 Plan cE Operations A Full and complete detailed plan of operations is to be submitted with the Proposal. Proposed Rates (to be determined by operator per market dictationl. Reservation of Starting Times. Special Programs. etc. 3 General Development Program/Construction Schedule: A narrative description of the improvements to be made. a preliminary route plan and/or schematic. together with appropriate timeframes. This program should include estimated capital budgets and the qualifications of the designated project Manager who will be responsible for managing the golf course construction. - 13 - 4. Financial Statement: A full and detai'ed presentation of the Proposer's assets. liabilities and net worth. as well as a list detailing the method of financing all improvements contemplated. In the event Funds are to be borrowed to finance any portion of the total investment. Letters -of -Intent fram the bank or other lending agency are to be attached. indicating the minimum amount which will be loaned. Letters -of -intent may contain the qualification that the loan will only be consummated upon award of the Lease Agreement. 5. Business References: A minimum of five (5) business references giving names. addresses and telephone numbers of each are to be included with the Proposal. 6. Personal References: A minimum of five (5) personal references giving names. addresses and telephcne numbers of each are to be included with the Proposal. 7. Credit References: A minimum of five (5) credit refererces giving names. addresses and telephone numters are to be included with the Proposal. V 8. Proof of Ins i ty: A letter of commitment fram an acceptable insurance company setting forth that the required insurance coverage (5) Million General Liability]. will be available at the time of the commencement of the contract term. Letters - of- Intent from insurance brckers will not be considered acceptable. All Prcpo:ers must complete the Equal Employment Opportunity certification and the Affidavit to Accompany Prcposals. Ifthe Prcposal is submitt • _' by a partnership cr joint venture. the Statement of Personal History ettached to the Proposal Form will be completed by each member thereof. If the Prcposal issubrritted by a corporation. the Statement will be completed by all officers of the corporation. - 14 -- i The Financial Statement. prepared by a Certified Public Accountant. must show the true condition of the Proposer's assets. liabilities and capital as of December 31, 1991, or the last day of the last year of the Proposer's income tax fiscal year. If the Proposer is a partnership orjoint venture. individual statements must be submitted for each member thereof. Each Proposer shall submit with the Proposal Form either a Cashier's Check or a check certified by a responsible bank and made payable to the City of Lodi. as a guarantee that the Proposer will enter into a Lease Agreement ifit is awarded to him. The amount of said check shall be $10.000,00 and no Proposal will be considered unless it is accompanied by such check. All checks accompanying rejected proposals will be returned as soon as possible after the City has selected the designated Proposer. The check accompanying the selected Proposal will be returned only ifthe successful Proposer: (a) enters into the Lease Agreement within thirty (301 days after receiving it for execution, and (b) provides the Faithful Performance Bond as called for in the proposed Lease Agreement. If the successful Proposer does not meet (a1 and (b) above. the Proposal Guarantee shall be forfeited to the City for reason of noncompliance. Prior to the selection of the best responsible Proposal. a Proposer may request. in writing return of the Proposal Guarantee, but such a request shall be construed as a retraction of the Proposal. -15- PROPONENT'S STATEMENT FOR CITY USE ONLY () Statement of Ownership [) Statement of Qualifications [) Plan of Operations () General Development Program/ Preliminary Route Plan and/or Schematic/ Construction Schedule [) Financial Statement () Business References I) Personal References [) Credit References [) Proof of Insurability [) EEO Certification ( ) Affidavit to Accompany Proposals FOR CITY USEONLY This is a Proposal for the development and operation of a 9 -hole golf course. driving range and supporting facility for the City of Lodi. California. TO: PARKS& RECREATION DEPARTMENT 125 NorthStobkton Street Lodi. California 95240 I ar.i personally acquainted with the proposed golf course premises and am acquainted with the privileges to be granted. I have read the Information - Scope of Project. Instructions to Proposers and reviewed all attached related documents. I am familiar with the terms and conditions that the City has set forth and I meet the qualifications for submitting a Proposal. I hereby submit the following Proposal for the rights and privileges set forth therein. I propose to make the real property improvements scheduled below and further. to maintain and operate the facility in accordance with the attached General Development Program, It is further understood and agreed that all improvements made under the terms and conditions of a subsequent Lease Agreement shall immediately become the property of the City of Lodi. PROPOSED REAL PROPERTY IMPROVEMENTS Site Preparation. Development and Installation of on-site Utilities 9 -Hole Golf Course and Driving Range Clubhouse Parking Area Maintenance Buildings 6 Yard TOTAL PROJECTED REAL PROPERTY IMPROVEMENTS If awarded the contract. I shall provide the following personal property: Cfubhouse Furnishings. Fixtures & Equipment Golf Course Mairi:enance Equipment Miscellaneous TOTAL PERSONAL PROPERTY Estimated Cost Estimated Cost s propose a tease Term of years. propose to pay the City an Annual Minimum Rental or the Sum of Percentages of yearly gross receipts based upon different classes of revenues. whichever is greater. The Annual Minimum Rental i s $ [years 1 - 31. $ [years 4 - 103. $ [year 11 - 271. and $ years 20+. The percentage of yearly gross receipts is as follows: 'Year 11 percentages are assumed to be constant for the remainder of the Lease term. PRO -FORMA STATEMENT Yrs 1-3 (%) Yrs 4-10 (%) Yrs 11-20 (%) Yrs 20+ (%) 1. Green G Range Fees % % % % 2. Golf Shop Sales % % % % 3. Food G Beverage Sales % % % % 'Year 11 percentages are assumed to be constant for the remainder of the Lease term. PRO -FORMA STATEMENT . A Year 1 Year 2 Year 3 Year 4 Year 5 1. Green Fees G Range Fees $ $ $ $ $ 2. Golf Shop Sales $ $ $�" $ $_ 3. Food G Beverage Sales $ $ $ $ 1 $ �. Gross Income $ s $ $ $ 5. Cost of Sales $ $ $ $' $ 6. Adjusted Gross Income $ s $ $ $ 7. Operating Expenses $ s $ $ $ 8. Projected Rent $ $ $ $ $ 9. Net Operating Income $ $ $ $ . A As evidence of my o-jalifications to merit the granting of a Lease Agreement. I have attached my Statement of Qualifications. Plan of Operation. General Development Program. Financial Statements. Busi-ess References. Personal References. Credit References and Proof of timet ability in accordance with the Instructions to Proposers. I agree to be personally interviewed by members of the City, or their duly authorized representatives, to Further establish my qualifications. I also agree to authorize business organizations and financial institutions to release information to the City concerning my credit and financial standing. In the event my Proposal is accepted. I understand and agree: I That I will enter into a Lease Agreement for the construction. establishment and operation of the previously described golf facility. I have enclosed a Certified or Cashier's check in the amount of $10,000. payable to the City of Lodi. as a guarantee that I will enter into a Lease Agreement in the event my Proposal is accepted. 2 That clerical. mathematical or other errors made in this Proposal will not act to void this Proposal or relieve me of any obligation to enter into a Lease Agreement. 3. That in case of default. the aforesaid $10.000 will be retained by the City as liquidated damages and will become the property of the City. - 19- The undersigned hereby respectfully submits this Proposal including all required statements. [Name of di Partnership. Corporation. Etc.] Corporate Seal Signature Title Address Telephone Number Signature Title Address Telephone Number - 20- STATEMENT OF PERSONAL HISTORY Date: Legal Name: Residence Address: Residence Telephone Number: Business Address: Business Telephone Number: Social Security Number: Drivers License Number: State of Expirati,3n Oate Marital Status: Single Married Divorced Separated Previous Residence far past five years and dates: (1) (2) (3) Have you or your spouse ever filed for bankruptcy ar been declared bankrupt? Yes No Explain details [Date and Location'! below: Attach additional sheets if needed. - 21 - PARTNERSHIP STATEMENT f a partnership. answer the following: 1. Date of organization 2 General Partnership [ } Limited Partnership [ ) 3. Statement of Partnership recorded: Yes ( ) No ( I Date Book Page County 4. Certificate of Limited Partnership recorded: Yes ( } No E ) Date Book Page County 5. Has the partnership done business in San Joaquin County? Yes (' I No ( } Explain: 6. Name. address. and partnership share of each general partner: Name Address Share % % 7. 8. 9. Furnish the birth date. place of birth. Social Security number. and California Driver's License number for each person shown above. Attach a complete copy of Partnership Agreement. Is the partnership now involved. or has it ever been involved. in any business enterprise whatsoever? If so. give full details: - 22 - CORPORATION STATEMENT If a corporation, answer the following: 1. When incorporated? 2. Where incorporated? 3. 1s the corporation authorized to do business in California? Yes [ ) No [ ) If so. as of what date 4. The corporation is held: Publicly [ ) Privatley [ ) 5. IF privately held. provide the following: Name Address % of Stock Owned 6. If publicly held. how and where is the stock traded: 7. List the following: Authorized Issued Outstanding (a) Number of voting shares: (b) Number of non-voting shares: [c) Number of shareholders: (d) Value per share of Common Stock: Par $ Book $ Market $ 0. Furnish the name. title. address. and the number of voting and nonvoting shares of stock held by eac;: officer. director. and any person holding more than 10% of the outstanding stock. 9. Furnish the birth date. place of birth. Social Security number. and California Oriver's License number for each person shown under Item 5 above. 10. Is the Corporation now involved. or has it ever been involved. in any business enterprise whatsoever: If so. attach full details. - 23 - JOINT VENTURE STATEMENT Ifa Joint /enture. answer the following: 1. Cate of Organization 2. Joint Venture Agreement or Statement recorded? Yes [ ) No [ } Date Book Page County 3. Has the Joint Venture done business in San Joaquin County? Yes ( ) No ( ) When? 4. Name and address of each Joint Venturer Name Address if any Joint Venturer is a Partnership or Corporation. complete applicable statements. 5. Furnish the birth date. place of birth. Social Security number. and California Driver's License number for each person ,hown under Item 4 above. 8. Attach a complete copy of the joint Venture Agreement. 7. Is the Joint Venture now involved. or has it ever been involved. in any business enterprise whatsoever? If so. give full details: - 24 - STATEMENT OF QUALIFICATIONS Enumerate in detail the duration and extent of your business experience with special emphasis upon experience with business of the type to which this proposal relates. Also enumerate in detail the pertinent experience of all persons who will be directly involved in development and management of the business to which this proposal relates. - 25 - . A GENERAL DEVELOPMENT PROGRAWCONSTRUCTtON SCHEDULE Describe your proposed plans for the golf course and its related structures. Identify the scope of improvements proposed for the golf course. clubhouse and driving range. showing preliminary route plan and/or schematic. List the appropriate architects who will be employed. List a construction schedule to include completion of plans end specifications. rough grading. irrigation. seeding. completion of construction and tentative opening. MWE PLAN OF OPERATIONS Cescribe your plan for operation. including staffing. organizational chart and promotional plan. - 27 - W� FINANCIAL DATA FINANCIAL STATEMENT Attach a complete report. prepared in accordance with acceptable accounJng practice. reflecting your current financial condition. The report must include a balance sheet and income Statement. Be prepared to substantiate all infoirmation shown. SURETY INFORMATION Has any surety or bonding company ever been required to perform upon your default? Yes [ 1 No I ] If Yes. attach a statement naming the surety or bonding company. date. amount of bond. and the circumstances surrounding said default and performance. BANKRUPTCY INFORMATION Have you ever been declared bankrupt? Yes I ) No I IF Yes. state date. court jurisdiction. amount of liabilities. and amount of asset. PROPOSED METHOD OF FINANCING DEVELOPMENT PENDING LITIGATION Provide detailed information regarding pre-ent or threatened litigation. liens. or claims involving any participant in the proposal. If there are none. state that there is no existing or threatened litigation. lien. or claims against any participant in the proposal. OTHER INFORMATION Please provide any other information which you feel will be helpful in evaluating your ability to successfufly develop and operate the golf facilities. . A BUSINESS REFERENCES List five [5] persons or firms with whom you have conducted business transactions during the past three years. REFERENCE Name: Firm: Title: Address: Telephone: 1El :F CE Fir -r ltle: Address: Telephone: - 30 - REFERENCE Name: Firm: Title: Address: Telephone: Name: Firm: Title: Address: Telephone: REFERENCES - 31 - PERSONAL REFERENCES List five E51 persons who have knowledge of your persona! histr• ,;,d professional experience. REFERENCE Name: Firm: Title: Address: Telephone: REFERENCE Name: Firm: Title: Address: Te iephone: - 32 - . A CREDIT REFERENCES List five (5) persons or firms who have knowledge of your debt payments and secured credit history. REFERENCE Name: Firm: Title: Address: Telephone: REFERENCE Name: Firm: Title: Address: Telephone: ,i - 33- PROOF OF INSURABILITY Proposer shalt provide and maintain in force during the term of the lease contract General Liability Insurance in the sum of ONE MILLION CS1.000.0001 DOLLARS. A Letter of Committrnent from an acceptable insurance carrier must accompany this Proposal and be attached hereto. . A I PROPOSERS EEO CERTIFICATION Proposer's Name Address Internal Revenue Service Employer identification Number GENERAL The Proposer certifies and agrees that all persons employed by such firm. its affiliates, subsidiaries. or holding companies are and will be treatd equally by the firm without regard to or because of race. religion. ancestry. national origin, age, handicap. or sex and in compliance with all anti -discrimination laws of the United States of America and the State of California. PROPOSER'S CERTIFIC 1. The Proposer has a written policy statement prohibiting discrimination in all phases of employment. ( 1 Yes ( ) No 2 The Proposer periodically conducts a self analysis or utilization analysis of its work force. ( 1 Yes ( ) No 3. The Proposer has a system for determining if its employment Practices are discriminatory against protected groups. ( ) Yes ( 1 No 4. Where problem areas are identified in employment practices. the Proposer has s system For taking reasonable corrective action to include establishment ofgoals and timetables. ( 1 Yes ( 1 No Name and Title of Signer [Please Type or Print] nature - 35 - Date TQlC:aJMi�.^.t:'i ) � J CC and states: That ie,gne is i.'st '::11Y S—crn. oepcses (insert' --Ole cwner*_ partner*.'Pres,cent*. *secretar'.*. -.. .^,rcC:vr thiel of (Insert name cf Proocseri who submits herewith to City of Lodi the attached prcc=soi: Affient deposes and states: that the proposal is genuine: tnet the same is not sham or collusive: that all statements of fact tnerein are true: :hat Such proposal was not mace in the interest or behalf of any person. partnersnio. ccmpany. association. organi;aticn or corporation not therein named or discicsed. Affient deposes end states: that the Proposer has not directty or indirectly by agreement. communication or conference with anyone attempted to induce action prejudicaf to the interest of the City of Lodi. or of any ether PrcOoser. or snyone else interested in the proposed agreement: that the Proposer has not in any manner sought by collusion to secure for himself. itself or themselves. an advantage ever any other Proposer. Affiant further deposes end states: (a) That none of our emoloyees are employees of the City of Lodi or employees of public agencies for which the City Council is the governing body: (b) That no City employee. or employees cf public agencies fcr which the City Council is the governing body serve as officers. principals. partners or major shareholders of this Proposer: Ile) Thet we are not former City employees who nave teen employed by the City of Lodi in the twelve months immediately preceding the date of this affidavit in positions of substantial resGonsibility in the area of service to be provided by the proposed agreement. and t %at no sucn employees have taken pert in the development of said crcpcsed agreement or its service specifications: (d) That no person who has been empicyeed t the C;tv within the twelve months immediately preceding this efficavit serve as an officer. principal. partner ^r major shareholder of this Prcocser. lunderstand and agree that any falsificaticn in this afficavit will be grounds for rejection of this propcsal or cancellation of any agreement awarced pursuant to this proposal. (certify under penalty of perjury under the laws cf the Stare of California that the foregoing is correct and true. WARNINQ PROPOSALS WILL NOT BE CONSIDERED UNLESS THE AFFIDAVIT HEREON JN FULLY EXECUTED INCLUDING THE CERTIFICATE OF TME NOTARY AND THE NOTARIAL SEAL. Signed: Signature ;le — C.ateo SECTION THREE The project site is located in the verdant San Joaquin Valley in the southwest sector of the City of Lodi. The City of Stockton is located a few miles south of the property. Easy auto access is afforded from State Route 99 to the east and Interstate 5 to the west. Figure 1 is an Area Map showing the site's location and proximity to County centers of population. Figure 2 shows the site in the City of Lodi. Figure 3 is a Site Map showing the present site's 27.73 acres. and also. shows the expansion area to the east which amounts to 20.05 acres. A legal description of each site follows. Figure I A, 43 2.2 it) IL 0 44 .law 0 Pon IT& "If Sam I-, IL 9 9 S7 *fw nawd2j 'A.CT 2 96.9 It it ACAMPO 2.2• rrre w n 1 1 1r. IN come —T—C. am- S 4• ---mmm- 0 — f SAACK mACT It .6 - J 2 1 sib. IL 13 eval 2 IL Lm A to ?*ACT -ff 4.6 sm"00 30 -I 10. #%LEA* I ?AACT jr 1.2 4 2 ?*ACT –,rL"..Cr 2.6 25 7 1 1 2 28 » 1.7 -WOMAN 00=1 2.8 TRACI moomm A"DONA&D 3 V"AP- a Is 2.A IR • oftc-aw % IN 0011'RO@fpf$ ISLAMO ,StocktonLOWER 2 UPPER•eY –0 ..P was 0.00 ADD s A r Ir 71) AREA MAP -30- I TURNER ROaO- L__ / r U 46 NICITAnL c'~ V ------ LAK •J ' oD4 _� � .If•'o•Y frlf 1 � Mr' lawn 5.•.e. w.n foo !q. I LORI 9.-- Figure Z 2fes+.. 1'.a -1 z Aw c _ at Y.lr t �►' P M.cI aK1 a • . C ►w T r.w S.••. � . � 1 '�• • •or 'z • •FEAST = w/NO ST k .Vltts r Y• � � �Y, Of•W ywOQ !Y• tfwn• ` w? I.ff •I..f w M F... ffw. SMr. < * of f VENU[ 7!M T l001< �VEI E ST • "" _ - S ._ I- +I.for to a - � 6 fl,ff 1Cwoa .<ww YM • S• 1 O » HpW l4.Y•Cw4� SL: V fffNRl ff.flY � ifnw.f �� Rwy. •w WEST - NE7TlEMwN- �� IaNE M-- r"ga + D. Am - � u pr+o• o.•� c. _7 r j PAua eca+w.s 84.10.. � •.+.«. �' fwt.f ».. =.., .... 5 HENDERSON '""" `"" •�` t _-r . VILLAGE �'= a^• �� !!� « 1•NF � • � LOCAL MAP -.19- oR �«•� fC t. e 0. N_.e- f.•flw. 7x!!!1• .•' m •.wv. :•..... s.• lc.oa.. a.«.. i z• � t.r^*IL O � rwR► fwo&A^om f ' SO y •es.• SI W Y Z • • � ^ SA LANE 3 � W Y I a < _ R if o i 1 Y , a • _ WgIN f -ca_ N 1 f..f AftE ,Ory N 89,1 TOT E 150' w z C3 ' in w Detail "A" N 89' 1205 E 4/ 619.2 8'i a 350.96' CEI". DETAIL "B" 3 m Detail "13 - Future R/W cn l� Century Blvd. 1041.75 -" — Y r 1%4 SEC. UNE n zIFxmstmna II 267.18 N Site 2 O 199.85 O S39.49'12.0'W o 1� C 168.83 E S76'08'43.0'W v f S 89'09.4 E � T �{ I 3 .10215 .0'E J -' I Future R/W ' 15' ---� 40' Ex. R/W m 04 � Ex Oji nsiorl i` N b O �N { '.70 DIMENSIONS & ACREAGE DETAIL SCALE: V=400' Acreage: Total Exictina Cite Expansion Note: Exact alignment may be modified per adjacent development to the east. OS00.47'55.0'W 51.00 30.32 20.05 Gross (to centerline of adjacent street) 47.78 27.73 19.09 Net (to new property line after street improvement) G-BAISINE 267.18 N89"IF-'05.0'W 2 O 199.85 O S39.49'12.0'W 168.83 S76'08'43.0'W O 175.15 OS14.47'19.0'W 5 185.55 .10215 .0'E OS2 ' 6'39'45.0'W OS 7 227.48 OS00'47'55.0'W 8 377.69 51.00 30.32 20.05 Gross (to centerline of adjacent street) 47.78 27.73 19.09 Net (to new property line after street improvement) G-BAISINE G -BASIN EXISTING PARCEL (NET) A portion cf the north one half of the southeast quarter of section t 5,T.3N. R.6E, M. D. S. & M. County cf San Joaquin, State of California, being described as follows: Commencing at the southwest corner of the 29.11 acre parcel cf land as shown on the Record of Survey filed on the 11th day cf October, 1983 in Book 28 of Surveys at Page 105, San Joaquin County Records: thence S 89009'55"E. 15.00 feet along the south line of said parcel to the True Point of Beginning; thence N 00000'10".E. 1244.23 feet along a line parallel with and 55' easterty, as measured perpendicular to, the west line of said southeast quarter; thence N 45024'03"E. 35.46 feet; thence S 89012'05"E. 150.00 feet: thence N 86059'04"E. 150.33 feet; thence S 59°12'05"E, along a line parallel with and 40' southerly, as measure -d perpendicular to, the north line cf said southeast quarter, 619.18 feet to the easterly property line of said parce; thence S 00°07'35"E, 1280.12 feet to the southeast corner of said parcel; thence N 89009'55"W. 947.46 feet to the True Point of Beginning, containing 27.73 acres more or less. - 41 - G -BASIN EXPANSION PARCEL (NET) A portion of the north one half of the southeast quarter of section 15,T.3N. R.6E, M.D.B.& M. County of San Joaquin. State of California. being described as follows: Commencing & the southwest comer of the 29.11 acre parcel of land as shown on the Record of Survey filed on the 11th day of October, 1983 in Book 28 of Surveys at Page 105, San Joaquin County Records; thence S 89009'55"E, 962.46 feet to the southeast comer of said parcel being the True Point of Beginning: thence N 00007'35"W, 1280.12 feet along the easterly line of said parcel; thence S 89012'05"E. 1041.75 feet along a tine parallelwith and 40' southerly, as measured perpendicularto, the north line of said southeast quarter; thence along the following eight courses: S 00°4T55" W, 267.18 feet, N 89°12'05' W, 199.85 feet, S 39°49'12" W, 168.83 feet, S 76°08'43" W, 175.15 feet S 14°4T19" W, 185.55 feet, S 22°50'12" E, 102.15 feet. S 06039'45" W. 227.48 feet, S 00047'55" W, 377.69 feet to the south line of the north half of said southeast quarter, thence N 89010'05" W, 517.70 feet along south line of north half of said southeast quarterto the True Point of Beginning. containing 19.09 acres more or less. 32 Market Data San Joaquin County has a population base of 1170.000 residents which will provide the primary support base for the City of Lodi Golf Course. The City of Lodi has a resident population of over 53.000, [Note Table 1 and Figure 41. The City of Stockton. approximately seven miles to the south of the property. has a resident population of approximately 200.000. An improved network of freeways connecting the Cen' mel Valley Area to the more populous San Francisco Bay Area. has led experts to predict a forecasted increase in population of 30% in San Joaquin County by 1995. This projection amounts to 135.000 additional County residents in that period. Other demographic data related to the City of Lodi is presented in Tables 2 through 5. relating to building permits. residential data. taxable sales and major employers. This is followed by a community profile. Table 6 which describes the climate and lists the available sources of transportation, Figure 5 shows City school and park sites. It should be noted that the proposed park site is identified as Ed OeBenedetti Perk. There are currently 15 golf facilities of varying style, design. classification and length in San Joaquin County. These properties are shown graphically in Figure 6 and described in Table 7. Table 8 lists Lodi City Council Members. Planning Commissioners and the City of Lodi Department of Community Development. This section is concluded with a negative Declaration that has been furnished by the City of Lodi. -43- . A " IlsllI= ui City of Lodi Historical & Projected Growth POPULATION % INCREASE POP. ADDED v -va:�::nwAJvdAFOP li60GWf9uw1.W�'OAJF.-kv+G.n'"i0inn�wT4M ivW Jan-1971 29,307 2.1% 616 Jan -1972 29,990 2.3% 683 Jui-1973 30,650 2.2% 660 Jan -1974 30,960 1.0% 310 Jan -1975 31,350 1.3% 390 Jut -1976 32,150 2.6% 800 Jan -1977 32,250 0.3% 100 Jan -1978 32.932 2.1% 682 Jut -1979 34,435 4.6% 1.503 ha -1980 35.221 2.3% 786 Jut -1981 35,573 1.0% 352 Jas -1982 36,780 3.4% 1.207 Jan -1983 37,979 3.3% 1,199 Jan -1984 39383 4.2% 1,604 Jan -1985 40,566 2.5% 983 Jan -1986 43,103 6.3% 2,537 Jan -1987 45,794 6.2% 2,691 Jan -1988 48,042 4.9% 2,248 Jut -1989 49,221 2.5% 1,179 Jan -1990 50.328 2.2% 1.107 0 Jan -1992 53,590 2-0% 1,051 Jan -1993 54,662 2.0% 1,072 fur -1994 55,755 2.0% 1.093 Jan -1995 56,870 2.0% 11115 Jan -1996 58,007 2.0% 1,137 Jan -1997 59,167 2.0% 1.160 Jas -1998 60,351 2.0% 1,183 Jut -1999 61,558 2.0% 1,207 hn-2000 62,789 2.0% 1,231 Jan -2001 64,045 2.0% 1,256 Jan -2002 65,326 2.0% 1,281 Jan -2003 66,632 2.0% 1,307 Jan -2004 67,965 2.0% 1,333 Jan -2005 69.324 2.0% 1,359 Jan -2006 70.711 2.0 96 1,386 Jan -2007 72.125 2.0% IA14 Jan -2008 73.567 2.0% 1,442 Jan -2009 75,039 20% 1.471 Jan -2010 76.539 2.0% 1,501 Souree: State Department of France • M, targe percentage of growth from '90 to '91 reflects a State Dcpanmeru of Finance adjustment to natch U.S. Census figures. •• Assuming a 2% growth rate adopted in the General Plan Growth Menagernent Element. - 44 - L cc W CD Z 5 co t...� m m v W — O Omi _O - O 0 ^ N M 2 2 w co e7 Ir W I D CO m < eo N N en t0 to N 2aefl t t t ! t O < � O W in S W ^ b N T ►-� N t1 GO eT r• ems! eq "'e N N O Y oC W O a rn O O h O O %D O CO Oen N N W t Q O O N N O C- O e -f e7D N N " e e. O D 0 N V" r'f CO CO %0 v Cl 4 ^' C n .r O N CO .�,+ e�'f CO r0'1 Q Q CO to sO'f an to v eD ^ e0 m m � Q .N.e f'f Q N !'f Q- �• M M M M M M M N M M N N M M Z Uj LnO to W r -_� ... .+ .... N N Q 4 m 6 O O O O v C ^ tL O ..• % O O ' O O t W e+f Ot �O O N eh e0 O N O eT e� •••� Q Q N e -f e-! t0 n O O Ot %0 .�-e T "r e7 N O '7 at l w r- N N C en N N M N M N M M M M M M N N M M N C.1 x z W r N e"f e B O O Q m N Co O O O N tD Co 3 J J P.- �0 t7 Q. NUN %0 cn ^ W=J"- a V! N v ^ CAIA m O Ow < ^ CD tn ^�•• v �O Q A N t0 N tD O e -f Ia d Qqr N CA eA Q� W t0 Ot Y'! Ot .-. .. e0 %D N ^ Ln 0= C�) N N O U0 ? _ O of N e�f tO aT m m t0 „N„ en .N %0 n .-e N e�f f-1 N N ^e M N M N M N M M M N M M N M N OT co Ot co N 0% Ot O d 6! K C C Q C O N i O Table 3 RESIDENTIAL DATA POPULATION& HOUSING SUMMARY Totaf Number U.S. Census April 1. 1980 Department of Finance Estimate Jan. 1, 1992 Certified Population 35,221 53,186 Total Housing 14.811 19,963 Vacant Units 796 587 Percentage Vacancy 5.3% 3.48 Household Population 34,528 51,339 Persons per Household 2.46 2.664 Group Quarters Population 691 1,847 Totaf Number Singfe Unit Mobile Home 2-4 Units 5 or More U.S.Census 1980 10,506 384 1,223 2,698 Dept. of Fin. Est. 1-1-92 13,203 499 1,875 4,386 SOURCE: 1980 Census and 1992 Dept. of Finance Population Estimate -47- Table 4 TAXABLE SALES - LODI . NN lk 1)OI. LAR YOI.I FE OF TOTAL TAXAti1.E To T MY OF ZW1'- - 1989) YEAR 19E36 1987 1988 1989 Permits 5000 X of Permits 5000 % of Permits 5000 % of Permits $000 X of Co. Co. Co. Co. A14,arel Stores 307,737 12.1 32 8.780 32.4 34 9,726 13.6 35 10,283 13.4 Ccn. Mise Stores 14 33,630 11.1' 14 36,218 10.2 .13 35,077 9.2 11 39,205 9.5 Dnxj St1wus 10 13,504 19.4 12 14,166 19.5 12 14,456 1819 11 16,907 20.6 Food Stores 37 25,140 12.8 36 27.906 14.6 41 33,006 15.9 44 37,717 16.8 Packged Liq. Store 6 5,669 19.4 7 6.138 19.6 7 6,132 20.6 5 6,123 20.2 Eat/Drinking Place 321 32,166 14.6 328 32,246 13.6 133 39,606 13.9 138 36,810 14.0 Ikne Fumishiixgs Appliances 38 15,908 17.6 38 17.191 18.5 40 14,170 14.5 41 10,530 10.3 Bldg. hbt:erial & Fann Inplaients 36 27,902 M 34 21.372 15.0 34 26,234 10.2 35 31,855 14.2 Auto Dealers 8 Autn Supplies 54 87.179 16.5 53 68.634 15.4 52 81,632 14.9 58 84,590 15.0 Service Stations 26 19,220 112 17 21,332 11.2 15 20,495 30.1 17 22,249 10.8 Otter Retail Store 132 17,822 N/A 150 19.081 N/A 3i� 23,876 N/A 162 22,561 N/A Total Retail Stores 504 285.957 14.5 521 273,066 13.2 546 299,410 332 557 318,910 13.0 r Table 5 MAJOR EMPLOYERS MANUFACTURING EMPLOYMENT: mixes, tire molds, sportswear. The large.,.r manufacturing firms in the community area are: Name of Company Employment Type of Business General Mills 897 Cereals and Food Mixes Newco -Holz Rubber Co. 170 Rubber Products Pacific Coast Prod. (Seasonal) 300-1,500 Can Manufacturers & Canners Valley Industries 300 Trailer Hitches U.S.A. Products 125 Cushions & Seat Covers Interlake/Lodi Fab 185 Industrial Storage Racking Guild Winery 200 Wines, Brandy & Champagne Claude C. Wood Company 190 Bldg. Materials. Cement Catalina 160 Sportswear, Swimwear Ceco-Anderson Steel Bldgs 120 Manufacturing Steel Buildings Triangle Pacific 150 Cabinet. Woodwork Dart Container Corporation 87 Styrofoam Containers Name of Company Employment Tvve of Business Farmers & Merchants Bank 18.3 Banking lid Memorial Hospital 650 Surgery & Medical Care Lodi Unif. School District 2,247 Educs.tion City of Lodi (full-time) 380 Government City of Lodi (part-time) 75 Government Wallace Computer 50 Computer Sales Mervyn's 170 Retail Dry Goods Pacific Gas & Electric S Utility SOURCE: LODI DISTRICT CHAMEER OF COMMERCE, JUNE 1990 49- M3 COMMUNITY PROFILE LOCATION : Lodi is located 90 miles east of San Francisco and 34 miles south o f Sacramento. Rail: Mainline of Southern Pacific Railway; Central California Traction Company provides interline service with Western Pacific, Santa Fe and Southern Pacific . Truck: 15 regularly -scheduled. truck lines, 90 contract carriers. Tabte 6 Elevation: S1 feet PREVAILING VIXOS: Direction: it b N11 Mean Hourly Speed: Z} m.p.h. SOURCE: National Weather Service Airlines: Stockton t-ietropol itan Airport - 14 miles south. Bus: Greyhound Bus Line. _ Water: Inland deepwater seaport of Stockton, 14 miles south. Highways: Interstate 5 and 99 State Highway 12. AVERAGE TEMPERATURE RAIN HUMIDITY Period Min.* Mean.* Max.' Inches 4 a.m. Noon' 4 p.m. January 35.8 44.7 53.6 3.26 90 87 70% April 43.6 58.2 72.7 1.30 79 56 42% July 53.2 72.7 92.I .020 64 40 254. October 44.3 61.2 78.1 .886 73 56 38: Year 44.0 58.9 73.8 16.62 78 61 45: Rail: Mainline of Southern Pacific Railway; Central California Traction Company provides interline service with Western Pacific, Santa Fe and Southern Pacific . Truck: 15 regularly -scheduled. truck lines, 90 contract carriers. Tabte 6 Elevation: S1 feet PREVAILING VIXOS: Direction: it b N11 Mean Hourly Speed: Z} m.p.h. SOURCE: National Weather Service Airlines: Stockton t-ietropol itan Airport - 14 miles south. Bus: Greyhound Bus Line. _ Water: Inland deepwater seaport of Stockton, 14 miles south. Highways: Interstate 5 and 99 State Highway 12. MOKELUMNE'RIVER \R 3 \ 4� LOCKEFORO S � v� LM ST a4. 10 �2 32 L001 AVE 14 33 i VINE ST i HWY 12 KETTLEMAN LN 7 t; IN i 5 I / x CENTURY 8L / 23 I 2 4 O 4� o I4� i 1 Figure 5 PARKS , 1 Lodi Lake & Wilderness Area M 2 Westgate Park ' 3 Candy Cane Park 4 Von Buskirk Pork 5 Softball Complex 6 Armory Park 7 Stadium 8 Zupo Field 9 Lawrence Park 10 Emerson Park 11 Hole Park 12 Henry Cloves Pork 13 Hutchins Street Square 14 Maple Square 15 Vinewood Park 16 Amsrw ," Legion Park 17 Blk S. P. R R. yCT R 1 Rp 18 Pixley Porkk (Z) 19 Kolu Pork 20 Fd Oaaonedetti Pork 21 Beckman Park I 22 English Oaks Commons 23 Century Pork (Temporary) ' 24 Sola$ Pork SCHOOLS 4525 Woodbridge School C.C.T. Y6 Lakewood g School y 27 Lawence School Ge 3 t 28 George Washington School 29 St. Peters School (P) 30 Erma Reese Schooll INOUSTRIAL YN, 31 Lodi High School 32 St, Anne's School (P) I 33 Needham School 34 Heritage School $5 Vinewood School 36 Senior Elamentory khool 1 37 Leroy Nichols $-.moot r 38 Lodi Academy (SOA)(P) 39 S,O,A. Elementary $ahooi(P) 40 Tokoy High School ol 41 Century School (P) 0 42 Beckman School (P} �Privote CITY BUILDINGS 43 Paries & Recreation OKI,:* 44 CiQirouffeHomcQilFgirWfita. #I Police do Carnegle Forum 45 Fite Sta. 2 46 Municipal ervlce Center 8L 47 Fire Sta, 13. MISC. 48 Crape Fest}val Ground$ 0 1/8 1/4 3/e 1/2 MU a 0 100o 2000 3000 FEET CITY OF LODI FACILITY LOCATIONS TABLE 7 SAN JOAQUIN COUNTY GOLF COURSES Location Holes Length Municipal 1 Manteca Golf Course Manteca 18 Regulation 2 Swenson Park Golf Course Stockton 18 Regulation 9 Par -3 3 Van Buskirk Golf Course Stockton 18 Regulation Semi -Private 4 Dry Creek Golf Course Gait I8 Regulation 5 Esca 1 on Go 1 f Course EscaI on 9 Regut ation 8 Forest Lake Golf Course Acampo 18 Par -3 Private Clubs 7 E Ikhom Stockton 18 Regulation 0 Spring Creek Ripon I8 Regulation 9 Stockton Country Club Stockton IB Regulation 10 Tracy Country Club Tracy 18 Regulation it Woodbridge Country Club Woodbridge 27 ReguI ation Mi litary 12 Lyons Golf Course Stockton 9 Executive Other 13 Oakmoore Golf Course Stockton 9 Regutation New Courses 14 Brookside Country Club Stockton 18 Pri-Reg 15 Micke Grove Golf Course Stockton 18 S.P.-Reg Table a CITY COUNCIL MEMBERS James W. Pinkerton, Mayor David Hinchman Jack Sieglock Phil Pennino John R. (Randy) Snider PLANNING COMMISSIONERS Susan Hitchcock, Chairperson Larry Mindt Michael A. Lapenta Craig Rasmussen Roger Stafford James Griffith Harry Marzolf SITE PLAN AND ARCHITECTURAL REVIEW COMMITTEE Leonard Bull, Chairperson Harry Marzolf Donald P. Kundert Michael Locke Janet Robison PROJECT STAFF Mark Meissner. Project Coordinator James B. Schroeder, Community Development Director Carol Goehring, Department Secretary CITY OF LODI DEPARTMENT OF COMMUNITY DEVELOPMENT City Hall 221 West Pine Street P. 0. Box 3006 Lodi, California 95241-1910 (209) 333-6711 LODI PARKS AND RECREATION COMMISSION Bob Johnson, Chairperson Bob Casalegno Steve Scott Elvera Melby Ed Wall -54- Table 9 SAN JOAQUJN COUNTY GOLF COURSE MARKET SUMMARY Regulation Courses Exec/Par-3 Courses Number of Holes 27 18' 9 Subtotal 18 9 Subtotal Total Private Clubs 1 5 1 6 0 0 0 7 Semi -Private 0 2 1 3 1 0 1 4 Municipal 0 X 0 3 0 1' 1 4 Military 0 0 0 0 1 0 1 1 Totals 1 10 2 13 2 1 3 ]E C v, Total Facilities 36 C." *Swenson Park has an 18 -hole Regulation course and a 9•hile Par -3; It is included as two facilities for this example. Oakmoore is included as a Private club. In the summary, the Military course at Lyons is considered a private club, 1991 Population, San Joaquin County: 490,000 Number of 18 -hole Public Golf Courses Needed: Total Holes of Public Golf: 117 Present Net 18 -Hole Public Golf Courses: 6.5 indicated Market Demand for Additional 18 -hole Public Golf Courses: 5 Present Public Golf Course/Population Ratio: 1175,385 S Golf Qemoo ar Ahics The relativity of population and its demographic data must be related to statistical data pertaining to the golf industry, a brief summary of which is provided in Tables 7, 8 and 9. According to the National Golf Foundation study, GolfFaci/ites, there are 13.738 golf courses in the United States. Of these, 6,296, or 45.8%. are daily fee; 2,166 are municipal courses, 15.8%; 5,276 are private clubs, amounting to 38.4%. Golf courses in the United States, California and San Joaquin County are summarized in Table 7, according to iength •- Regulation, Executive and Par -3; and according to type of operation — daily fee, municipal or private. Compared with the national golf course inventory, California has about the same ratio of public golf courses - 53 pfus percent. Its ratio of municipal courses, however, k higher than those in the U.S. overall. In San Joaquin County, which is limited to 15 courses, the breakdown is four daily fee courses, 26,7%; three municipal courses, 20.4% and eight private clubs, 53.3. This market area has a smaller share of public facilities than either the U.S. or California. There are more municipal courses but fewer daily -fee facilities. Private clubs include the limited play Oakmoore and the 9• hole executive military course. - 56- Lr According to a special market study prepared for National Golf Foundation by Market Facts, Inc,, it was determined that 9.9% of California's population plays golf and that the average Californian plays 25.1 rounds annually. For San Joaquin County, this indicates the capability of 1,212,000 rounds of golf. This is far less than the capability of existing golf courses in the market area to accommodate this demand. Additional demographic data in Table 8 summarizes the percentage of Western golfers according to age, household income, education and occupation. It is noted that the highest frequency cf golf activity among Western golfers occurs between the ages of 20 to 30, which accommodates 47.59/6 of the golf population. This is an age group that is well represented by Lodi and San Joaquin County residents. Golfers generally are well educated; 43.4% are college graduates. Less than 5%of the golf population is without a high school education. In the occupational classification, professional management and administration accounts for the greatest percentage of golfers at 45.1 %. Blue collar workers account for 26.6%. clerical and sales personnel 19.3%, all others, 9.0%. -57- f Table 7 COMPARISON OF GOLF COURSES IN U.S., CALIFORNIA, AND SAN JOAQUIN COUNTY CLASSIFIED BY LENGTH AND BY TYPE OF OPERATION EXECUTIVE: Dairy Fee % Municipal % Private % Total REGULATION: 492 63.1 129 16.6 158 20.3 779 100.0 U.S. 5,833 46.1 1,963 15.5 4,862 38.4 12,658 100.0 CA 251 38.5 130 20.6 270 41.5 651 100.0 San Joaquin 3 25.0 3 25.0 6 50.0 12 100.0 EXECUTIVE: U.S. 492 63.1 129 16.6 158 20.3 779 100.0 CA 71 67.0 13 12.3 22 20.7 106 100.0 0 0.0 0 0 1 100.0 1 100.0. San Joaquin PAR -3 s U.S. 455 62.7 150 20.7 120 16.6 725 100.0 CA 34 43.6 21 20.9 23 29.5 78 100.0 San Joaquin i X8.0 i .50.0 0 0.0 a00.0 TOTAL U.S. 6,296 45.8 2,166 15.8 5,276 38.4 13,378 100.0 CA 356 42.6 164 19.7 315 37.7 835 100.0 San Joaquin 4 26.7 3 20.0 8 53.3 15 100.0 Golf Pardriaatinn Rates nnd_Gaiters, by State -59- Participation Total State Rate (percentage) Golfers Alabama 5.4 205.242 Arizona 11A 378.874 Arkansas 55 122.998 California 9.9 2.624.164 Colorado 129 407.063 Gast 10.8 327.021 Deiawm 85 52.109 Disaict of Columbia 32 18.897 Florida 103 1.214.259 Gew& ?2 465.795 Who 133 127.534 Illinois 13A 1.429.905 bdLmm 12.1 613.909 Jowa 152 394.752 Kaosas 12.1 276.264 Kwmky 98 337.928 Lonidwa 5A 221.152 Maine 9.6 106`123 . gS 368.049 Masochuntm 11.5 629z74 MkhigUmt 149 1.267.333 bam mm 17.6 694.477 4A 106`,140 mh3w ci 9.1 432.8U4 mo ms 103 =177 xewaka 12A MANUS Neral= 12.5 125.875. NewH mpshlm 7.6 78.870 New ]any 9.1 660.656 New Me:ico 12.6 177.415 Pkw Ypdc 89 1.472.769 North Ckolin, gA 59.643 Noah Dakm 143 89 Ohm►13.1 1.291.349 Oklahoma 79 236.721 Oregoa 11.2 289.138 pam"h da 8A 939.019 Rhode Island 8A 77.774 South Caroiiva 8.7 267368 South Dakota t3.6 87.757 TCMC= 65 294.236 To= 8,6 19.612 Utah 166 249.733 Vanua 10.8 55.841 Virgiwa 78 440.232 WsddnBt 112 479.469 WC Virginia 6.5 112.929 W SCOnsin 16.6 738.899 Wyoming 1.39 60529 -59- Demographic Profile of Western Golfers Percent of Western Population Number of Percent of (Age 5 =d over.) Golfers Western Population 0% 5% 109e. 15% 10% CMousands) Golfers C47 10070 TOW 10.2 4 Gender Male Age 5-14 yrs. 15-19 yrs. 20-29 yts. 30-39 yrs. 40-49 yrs. 50-59 yrs. 60-64 yrs. 65 ym and Over Household Income Less Than 510= 510.000.19s" 520.000-29.999 S30.000-39-999 540.000-49.999 550,000-74.999 575.000 and Over Education Non -High School Grad High School Grad Some College College Grad Occupation ProfjM.gmL/Adr=- Clencallsales Blue Collar 0-.h.e cr I , 76.2 -;,7- 15 1 "- :.-=1 .9 3.49 103]D 23.8 = 14.8 LO 14.4 3.8 9.6 11.9 138 OR= 164 286 1.168 991 673 473 245 546 163 465 677 836 811 971 624 16 60 25.7 21.8 14,8 10A 5A 12-0 3.6 102 14,9 18A 17.8 21A 13.7 ns 4.8 1.009 L= 1.347 29.6 1.973 43.4 2051 877 1.2!0 .109 35. 1 26.6 9.0