HomeMy WebLinkAboutAgenda Report - November 4, 1992 (48)CW
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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
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Attachments
cc: City Attorney
APPROVED. tj
THOMAS A PETERSON recycled paper
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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
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Lodi, 95240
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• 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
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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. 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.
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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,
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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.
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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
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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.
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. 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:
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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.
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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
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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.
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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.
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PLAN OF OPERATIONS
Describe your plan for operation. including staffing. organizational chart and promotional
plan.
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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
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o+ h+ �'t l - i s a . € ewe 3 .w.•.•.. r 1" . aua+a. �... f r S` i t Pw
to .fiGRwfE u
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+v60yi s e .:�.nNp t W .,. LOCKEiD11D _ f
'=-- " ..��. . t e t•... rw � .•rtw w. s m � t h+R N.. ST f . s E .wr•� pCKEiO , -
wY w � • 1- Q --- •,••. aee..R y..•. ± E • wr F w•.. z as.•w - ti � i .: R.e �•.:. iii--
, i M.i. : . • a g N r F L fw w:rw Sr••n
z R'w i p.r,•.. •a.e U. r------ o T R ., f•w S.sT • .•"w. �•
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s - "I.,. t. _ ` •t _ •1RR_ nM. • •' "' -we lret Sww� e
a • t ww ¢' a s E s WESS. NE 2 drwaee owe. •R.e .O • O 1
Ngr.2 R i =
K 0 1�1 wrwr e• ••..r •.•. S S• I •°• a .t " ��-11 r w pyyw•j ( AS NE= ST
4 �• �•R••'••••.l`IT. ft .J r•R. s.•y. +a . w d r 1 +_Ww w S•..n r 4•biwecr • • swo ems•' 4. •
e •R.ere.^tp. .. o. a.•..o '• i soon �i : ` frwrr R r a r„ �[ rr' w •iW arr
rye W MIMm cI = d a • , s" .own w... w.,,.,, •s°, :
Oe .es. ` _ '� �r. � e w w.w. - ewl• ! � Q Kee � /.n w.rw.. SR.•• ! ?•.
SAs1DENT 11DAD WEST ..« ODI ..� =Jr.' AVENVE S WEST ROW • �VEI E St 1001' • - VENUE .w- •
°' �"' �. • ! > �• ."' �'• `sru ow - T a t..• 6 sw«. 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..•.
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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.
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001'988
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1161
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619'193'£I1
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£9£' 6 $
Ell
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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 < �
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W in
S W ^ b
N T ►-� N t1 GO eT r• ems! eq "'e N N
O
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W O
a
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M M M M M M M N M M N N M M
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N N Q
4
m
6
O O O O v C ^ tL O
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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
^
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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�
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e0 %D N ^ Ln 0= C�) N N O U0
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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
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Ot
O
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C
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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