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2003 09 30 RDAefr# 4 449ha Redevelopment Agency Agendas are Available on the City's Web Page @ www.la-quinta.org REDEVELOPMENT AGENCY AGENDA CITY COUNCIL CHAMBERS 78-495 Calle Tampico La Quinta, California 92253 SPEC/AL MEETING Tuesday, September 30, 2003 - 10:00 A.M. Beginning Resolution No. RA 2003-16 CALL TO ORDER Roll Call: Agency Board Members: Adolph, Osborne, Perkins, Sniff, and Chairperson Henderson PUBLIC COMMENT At this time, members of the public may address the Redevelopment Agency on any matter not listed on the agenda. Please complete a "request to speak" form and limit your comments to three minutes. Please watch the timing device on the podium. For all Agency Business Session matters or Public Hearings on the agenda, a completed "request to speak" form should be filed with the City Clerk prior to the Agency beginning consideration of that item. CONFIRMATION OF AGENDA Redevelopment Agency Agenda 1 September 30, 2003 BUSINESS SESSION 1. CONSIDERATION OF PUBLIC RELATIONS/MARKETING SERVICES FOR SILVERROCK RANCH. CHAIR AND BOARD MEMBERS' ITEMS — NONE PUBLIC HEARINGS — NONE ADJOURNMENT Adjourn to a regularly scheduled meeting of the Redevelopment Agency to be held on October 7, 2003, commencing with closed session at 2:00 p.m. and open session at 3:00 p.m. in the City Council Chambers, 78-495 Calle Tampico, La Quinta, CA 92253. DECLARATION OF POSTING I, June S. Greek, City Clerk of the City of La Quinta, do hereby declare that the foregoing agenda for the La Quinta Redevelopment Agency meeting of Tuesday, September 30, 2003, was posted on the outside entry to the Council Chamber, 78-495 Calle Tampico and on the bulletin board at the La Quinta Chamber of Commerce and at Stater Bros. 78-630 Highway 111, on Tuesday, September 23, 2003. DATED: September 23, 2003 JUNE S. GREEK, CMC, City Clerk/Agency Secretary City of La Quinta, California Redevelopment Agency Agenda 2 September 30, 2003 ��. /� �!SfltlhllAiO •�•� F OF ,q COUNCIL/RDA MEETING DATE: September 30, 2003 ITEM TITLE: Consideration of Public Relations/Marketing Services for SilverRock Ranch RECOMMENDATION: AGENDA CATEGORY: BUSINESS SESSION: CONSENT CALENDAR: STUDY SESSION: PUBLIC HEARING: Authorize staff to negotiate a contract for professional services with the selected public relations/marketing firm. FISCAL IMPLICATIONS: Cost proposals submitted by proposing firms range from $350,000 to $1.4M. The FY 2003-04 Capital Improvement Program includes $3.1 M for professional services for Phase 1 of the SilverRock Ranch project, of which $500,000 has been designated for public relations/marketing services. BACKGROUND AND OVERVIEW: The Agency authorized distribution of a Request for Proposals (RFP) for public relations/marketing services for SilverRock Ranch (Attachment 1) and identified a Consultant Selection Committee at its August 5, 2003 meeting. The Agency Board also requested that the Committee bring forward two to four firms for Agency Board interview and final selection. The Agency received twelve proposals; the Consultant Selection Committee reviewed the proposals and selected six firms to interview on September 5, 2003, including: inOne Advertising and Design Hunt Weber Clark Associates Kiner/Goodsell Advertising McLaughlin Marketing & Communications McMurry, Inc. Riber Sports Marketing Group Staff interviewed the six firms, ranked them, and then opened sealed cost proposals. Based upon the interviews, the Committee recommended four firms for interview by the full Redevelopment Agency Board, including: McLaughlin Marketing & Communications 10:00 a.m. inOne Advertising and Design 1 1:00 a.m. Kiner/Goodsell Advertising 1:00 P.M. McMurry, Inc. 2:00 p.m. The firms have been invited to make a short presentation to the Board, limited to 20 minutes, followed by a 30-minute question and answer period. The original proposals are included for Agency Board review (Attachment 2). Staff noted considerable variance in format, structure, and recommended marketing budgets in reviewing submitted cost proposals. The cost proposals submitted by each firm are included for review and comparison (Attachment 3); however, it must be noted that the final contract cost will be negotiated by Agency staff and is subject to change. The firms have been notified via phone and letter (Attachment 4) of the Agency's $500,000 marketing budget. The firms have been asked to address any alterations they would make in their proposals given this budget parameter. FINDINGS AND ALTERNATIVES: Pursuant to the City's Consultant Selection Procedures, the Agency is asked to select the most qualified firm to provide public relations/marketing services for SilverRock Ranch. Staff will then negotiate a contract with the selected firm. If those negotiations are successful, staff will forward a formal contract to the Agency Board for consideration and approval. To that end, the alternatives available to the Agency Board include: 2 1. Interview the four firms and authorize staff to initiate contract negotiations with the preferred firm for public relations/marketing services for SilverRock Ranch; or 2. Interview the four firms and continue the matter to a future Redevelopment Agency Board meeting to allow additional background/reference checks; or 3. Provide staff with alternative direction. Respectfully submitted, Mark Weiss, Assistant Executive Director Approved for submission by: Thomas P. Genovese, Executive Director Attachments: 1. RFP for Public Relations/Marketing Services 2. Public Relations/Marketing Proposals 3. Cost Proposals 4. Letter to Public Relations/Marketing Firms 3 ATTACHMENT 1 Request For Proposals The La Quinta Redevelopment Agency (RDA) is requesting proposals from Public Affairs/Marketing firms to provide Branding/Logo, public/media relations, investor relations, merchandising and marketing services for the RDA's SilverRock Ranch Project. In July 2002, the Agency purchased 525 acres that was once the Ahmanson family ranch. Now known as SilverRock Ranch, the RDA's goal is to develop a premier golf -oriented resort community that encompasses two 18-hole golf courses, resort, passive recreation and resort oriented commercial uses. The property is adjacent to the Coral Reef Mountains and the private golf communities of PGA West, Tradition, The Citrus, and The Hideaway. GMA International has completed the conceptual master plan and development program for this property, which was approved by the Redevelopment Agency Board on May 6, 2003. The master plan includes a preliminary routing plan for both golf courses, entry roads, and identifies future hotel and commercial sites. The master plan also includes a phasing plan (Exhibit A). Phases IA and IB have now been conceptually approved by the RDA for implementation. The RDA has selected Palmer Course Design Company as the Golf Course Architect for Phase IA. The RDA has also extended the contract with GMA International to provide support services during the design effort. Roy Stephenson P.E. of Berryman & Henigar, Inc. has been retained to provide development coordination services. As a redevelopment project, SilverRock Ranch is envisioned as a community asset — not only a recreational asset, but a financial asset as well. The golf course, resorts and retail venues will generate revenues to the City that are needed to maintain La Quinta's exceptional quality of life. In the interest of facilitating the generation of these revenues, the SilverRock Ranch marketing campaign is expected to extend existing local awareness and anticipation to a much broader public. The marketing campaign will help ensure high usage from the resort's opening day onward by establishing 4 SilverRock Ranch in the minds of the golf, resort and retail industries, travel agents, world travelers, businesses and Southern California residents as a superb new destination resort. The Public Affairs/Marketing firm is required to work closely with the Redevelopment Agency Board, the project development team, Palmer Course Design Company, and GMA international. Workshops will be held with the Redevelopment Agency Board and other key consultants to allow for meaningful input and exchange of ideas in the development of branding/logo, marketing strategies and other tasks preformed by the Public Affairs/Marketing firm. Close coordination with the golf course operator is required to avoid duplication of marketing efforts. E Exhibit A Phasing Plan Desired Services The firm is expected to become intimately familiar with the SilverRock Ranch Project and provide input into ways in which the planning/design/construction can contribute to its marketing potential. The term of these services shall up to and including the grand opening of the first Golf Course which is scheduled for early 2005. Specific services should, at a minimum, include the following: • Development of a branding/logo plan that clearly establishes the theme and identity of SilverRock Ranch. • Creation of a comprehensive and prioritized media relations program that will effectively reach the targeted public utilizing the opportunities provided by the design, construction and grand opening phases. It is not necessary to identify specific target media at this time; general categories will suffice. • Creation of promotional campaign elements beyond media relations that are recommended as part of a comprehensive promotional campaign for SilverRock Ranch. • Creation of a strategy to incorporate the Golf Course Operators marketing efforts with use of the Public Affair/Marketing firm to avoid duplication of effort and enhance each others capabilities. • Creation of an initial message strategy and describe how the marketing messages might change, or not change, with different target audiences. • Creation of the collateral pieces (printed and news media) and/or advertising that should be produced to support the SilverRock Project marketing campaign. Also, describe the design philosophy to be employed in the development of those pieces. • Provision of a timeline showing when media relations and other activities will occur, and production timelines for various promotional campaign elements within each phase. • Provision of assistance in event planning for, ground breaking, pre -opening, and grand opening of the golf course. • Assistance in marketing efforts with potential resort and boutique hotels, casitas, restaurants and retail developers. • Development of a merchandising plan to help promote the project prior to opening of the golf course. �? Ranch Vision The SilverRock Ranch's canvas spans 525 acres adjacent to the base of the Coral Reef Mountains in the City of La Quinta. The RDA's goal is to develop premiere hospitality and golf venues that become must -see destinations in the Coachella Valley. The final development will be crafted as if it had evolved over time by melding the rich hues of the desert and strong architectural elements inspired by the site with rusticated materials. The Agency has discussed the proposed buildings architectural style as one that captures a sense of lightness and beauty that's found in styles similar to a California Colonial or other southwest Spanish look or theme, keeping with the charm and character of the City of La Quinta. Environmental approvals have been secured to develop the following uses on SilverRock Ranch: a 250-room hotel with a 10,000 square foot conference center; 300 condo hotel or fractional units with up to 500 keys; two 18-hole public golf courses with a driving range and a 25,000 square foot clubhouse; one 9-hole public golf course; and 25,000 square feet of ancillary tourist commercial uses. Additional approved uses entail passive park space, trails, and view corridors. The RDA approved a Master Plan for the project in May 2003. The Master Plan sets forth a preferred site development program and plan that will guide the precise planning processes. GMA International has been managing this activity and prepared the master plan and associated documents. Their work will be available to the selected organization. The RDA has secured funding to facilitate the development of one golf course and associated improvements. Additional information may be found at the project website: www.silverrockranch.com 9 Regional Location 10 Ranch Location 11 Submittal Procedures Proposal Packages and Submittal Deadline A work proposal and a cost proposal are to be submitted in separate envelopes, clearly marked with the consultant's name, address and phone number. Work proposals are to be submitted in the envelope marked "Work Proposal" and cost proposals are to be submitted in the envelope marked "Cost Proposal." Ten (10) proposal packages are due by 1:00 p.m., Friday, August 22, 2003, and delivered to: Mark Weiss, Assistant Executive Director/Project Manager La Quinta Redevelopment Agency 78-495 Calle Tampico P. O. Box 1504 La Qu i nta, CA 92253 Contact Person All questions regarding SilverRock Ranch and this Request for Proposals should be directed to Mark Weiss via email at mweiss@la- quinta.org. 12 Proposal Format Respondents are encouraged to keep their proposals brief (not to exceed 20 pages) and relevant to the specific work required. Proposals shall include a minimum of the following items: 1. Work Proposal (Envelope 1) — Submit ten (10) copies limited to a maximum of 20 pages. A. Cover Letter i. The name, address and phone number of the contact person for the remainder of the selection process. ii. Any qualifying statements or comments regarding the proposal and relevant to the information provided in the RFP or the proposed contract. iii. Identification of sub consultants, if any, and their responsibilities. B. Statement of Qualifications i. A listing of project personnel including relevant experience and resumes. ii. Experience with similar work including names and current- phone numbers of references for listed projects. C. Project Understanding and Approach i. A narrative that details your understanding of the project and how the organization will approach the requested services. D. Scope of Services i. A description of the tasks, sub tasks, and specific deliverables that will be provided. ii. A description of the firm's current workload with discussion of how this project would be incorporated in to the firm's work schedule. 13 E. Schedule Requirements i. The anticipated date for a Notice to Proceed is September 29, 2003. ii. Agency envisions an 18-month term for these services. 2. Cost Proposal (Envelope 2) (Submit one copy) A. A detailed cost proposal for all services and materials is required including the direct and indirect rates (with overhead) and percent of profit anticipated in completing the services as outlined in this RFP. Man hours and extended billing rates per classification of personnel will be indicated for each defined task and/or sub task. A not - to -exceed allowance for reimbursable expenses should also be included within the cost proposal. 14 Selection Process A Consultant Selection Committee will review the work proposals. The Committee will select the consultants for interviews based upon the materials submitted in the work proposal. The Committee will interview selected firms and rank the firms. Only after the ranking process is complete will the cost proposals be opened. The Committee will negotiate a contract with the top firm that will then be considered for approval by the Redevelopment Agency Board. The successful firm will be expected to enter into the attached Contract Services Agreement. The tentative schedule is as follows: Issue Request for Proposals August 6, 2003 Proposal due August 22, 2003 Oral interviews September 5, 2003 Agency Board consideration September 16, 2003 Start activities October 13, 2003 This solicitation does not commit the La Quinta Redevelopment Agency to award a contract, to pay any cost incurred with the preparation of a proposal, or to procure or contract for services or supplies. The La Quinta Redevelopment Agency reserves the right to accept or reject any or all proposals received in response to this request, to negotiate with any qualified source, or cancel in whole or part this proposal process if' it is in the best interest of the Agency to do so. Subsequent to contract negotiations, prospective consultants may be required to submit revisions to their proposals. All proposers should note that any contract pursuant to this solicitation is dependent upon the recommendation of the Agency staff and the approval of the Agency Board. 15 ATTACHMENT 2 Table of Contents -- Cover Letter .............................. 1-2 industry. Kim and her team have handled projects of every scale imaginable, including property branding and identity development, pre -opening media and marketing, pre- and grand opening activities, along with sustained property media and marketing. inOne has time and again delivered award winning results while working within defifte' d financial parameters. Sub -consultant Because of the high profile nature of this project, inOne has secured the resources of the Sunrise Golf Group as a sub -contractor. President and founder Mark Tansey is a full-time a W B. Statement of i. List of Project Personnel and Relevant Experience Kim Allison, PRESIDENT As President of inOne Advertising & Design, Kim Allison leads a talented team of advertising and marketing communications specialists in creating award -winning campaigns and collateral materials for golf and golf -related companies. The company provides high quality creative design, strategic marketing solutions, and public relations for its broad spectrum of golf clients, including Arnold Palmer Golf, Nike Golf Learning Centers, American Golf, the Tiger Woods Foundation,Anthem/Del Webb, Meadowbrook Golf and Evergreen Alliance Golf Ltd., to name a few. Prior to founding inOne, Allison served for seven years, as Director of Communications and as Creative Director for the world's largest golf course operator, American Golf. Her aecornplishments there included founding .and managing the company's in-house advertising agency, which coordinated all marketing communications functions`for the companies more than 300 golf properties Allison's broad foundation .of communications expertise was honed in a variety of advrtisiti environments, as well as in the publishing and rintin industries. g` p g p g _. Work Experience • sition Gompany President inOne Advertising Director..of Marketing Commuations/Cattive Dretor American Golf' Corporation Marke[ing and Pudic Relations Manager Amencarl Golf Corporation r ReleV Project, Pre -We Pre-ope Pite-opae Pre-ope Re bran R ., bran Post acc Post act Re -brand "ter t Y Dame i� of Mw .; Steve i tions s b t R acili j�' ng%Brandin/Media/Events celebration Golf Club, Orlando, FL €etingfBrandin/M+Iia/Eents ltiverwalk Gol€ Club, 5an'; Io, �A Aetin :m: hdi:VMedia/l ve* ms Sierra Nevada Golf Ranch; Lake Tahoe, �rkenng%Bra tding/Media/Events The T *bute Golf Club, �a11as, x emedia/F Awards and Accreditation California State University, Long Beach B.S. Marketing 2001 Summit Awards .� Bronze - Eagle Brook Country Club Collateral Bronze - Pinery Country Club Brochure 2001 Phoenix ADDY Awards Merit - Four Season's Catering Press Kit 2000 Phoenix ADDY Awards Silver -The Classics At Lely Collateral (Mixed Media) r 2000Creativity 30 Gold -The Classics At Lely (illustration & Design) Gold -Putter Card (Design &Creativity) 2000YSMAI Awards sigh Gold - Ag�c foret Directory Bronze Tie Classics At Lely Ad Campaign Bronze -The Cl tcs At.ely Collates Bronze: -The National Co1f Club Collateral . Bronzy - Sweetwater Putter Cara Bronze Tribute,Ad Campaign 1�99 HSIli Awards: Silver Ko'laaa flub A� Campaign Selves PutnpW Ridg: Golf Club Collateral Silver akhurs Cry: I r Club Ad Campaign Silvef EYents And CE3rprorate Seres Collateral lip. Y„< 4 i 4 w - . 4 Mark Tansey, PROJECT MANAGER I 4 Prior to entering the golf business, Mark worked as an executive in both the association 0 management and facility management industries. Leveraging this experience, Mark joined American 0 Golf, the world's largest golf management company, in 1,995. Working his way from a single course I operator, Mark ultimately had responsibility for 75 clubs with combined revenue of $220 million. After seven years with AGC, Mark joined Walters Golf, the largest golf course operator in Nevada, as their Executive Vice President of Sales and Marketing. Mark successfully helped this portfolio of 4 high -end resort facilities stop a trend of eroding market share despite dramatically increasing competition and the lingering impact of 9/11. He then joined Leisure Industries, a time share and 0 land development company, as their Vice President of Golf Operations. In this role Mark oversaw the acquisition of the companies first golf course and created an operating division within the 01 company to support additional properties. A Cum Laude graduate of the University of Toledo, Mark has been directly involved with the1. rof tabili, of literal hundreds of courses through h his career. His extreme broad ex enence has g p p1-11 helped him to build one of the largest knowledge bases of best practices in the entire industry. ::1. '" Work. x rl+ rrCe Company Posit o. . Sunri a Golf G President and Founder s roup Vice Prestd ent of Golf Op. .....ns Leisure Industries I. Executive dice Prestdent of Sales and Markets rig Walters Golf Corporation National Directcit of Business Development American Golf 1. . Director of Sales and;1Vlarkettn g American. Golf Corporation II Direcor: of Revenue anderces American Golf Corporation I. 4 Regignal Sales and Marketing Directax American Golf 'Corporation R eleva t Pro'ea ri4p . :: Facih Fro�ect/1 pc►tUi';- -: at,� tJ' . x Pre -opening Me¢ia I randing rket ng/FVents Long Island National i re -opening M6dita sanding/ arket� .:. nts. Mansion Ridge Pre -opening --m— * .BrandinglN rket ngavents Trails of Frisco edia vents: Fowler's bill Golf Club New Clubhouse M 1F . 61 .— .'-'1 .1 � ..1 ' .. -.1% . . .Z.. I . 1 —. :.. � . � . .�, . . � I ,. Re;0&n` trig *Media/Branding/M rketing/Events Chesapeake Golf' Club 100th Year AnniverSai Medta/Events Vam Cortlandt Golf Club. I�� 5 1 References 'Company Contact/Position Phone Dan Drolet / CEO Book4Golf.com (416) 424-6669 Bill Kassul / President EM Golf (214) 924-7671 Michael Abee / CEO Kradigm Golf (949) 481-5928 Awards and Accreditation University of Toledo Cum Laude Graduate Las Vegas Golf Marketing Cooperative Member -Board of Directors Certificate of Recognition White House Communication Agency Golden Key National Honor Society,: Member : • 7 PW Cindy Elliott, DIRECTOR OF PUBLIC RELATIONS I Cindy Elliott has an extensive, twenty-year background in the Public Relations arena, primarily in sports, hospitality, and entertainment. The last ten of those years she has been focused on promoting golf -specific clients nationwide through golf -trade and consumer media, as well as national television and radio. She also has in-depth experience creating and coordinating fam trips, media tours, and special events. Among her achievements, she spearheaded the Grand Opening of the Stratosphere Hotel, Casino and Tower in Las Vegas. At the time, this Grand Opening was credited with being the single most successful media blitz ever for a hotel property. The prints and media hits worldwide totaled in the millions, with features on CNN, Good Morning Amenca,Today Show, E!, Entertainment Television, Entertainment Tonight, Los Angeles Tunes, NewYork Tunes,TIME Magazine, Newsweek, U.S. News & World Report,The Wall Street Journal, and others. Pnor >to working with inOne, Cindy served as Vice President of Wills Communications, aLos Hotels, Boston Angeles -based public relations firm,her clients included American Golf, Hyatt l�iarket, and the U.S. Postal Service, among others. Wo l� EX,erietwo : Pos�t�on G'ompany, inOne Adverti Director of Public Relations sing Yice President Wills Communications director of Pnhlie Relations Lo s.Angeles Memorial Coliseum & Sports Arena Director of Public Relations Great Western Forum 416'mm Froje 'Experience project/Reponstbty Public an+d Media Relations Public and Media Relations Public and Media ReYattoris r ; tmtuuty Relations '`NewYark'City Mayo.:r's Cup Charity Golf Tourn ment Boris / Grand' O din Events :Arrow Creek Golf flub, R00. p' ununi Relations : ".or G demy, ty Gjth GA 0 n iReferences Contact/Position Company Phone i John Flaschner / National Director of Communications American Golf (480) 225-6881 Tom Frost / President Tom Frost Golf Management (562) 431-1700 Awards and Accreditation University of California, Santa Barbara B.A., Communications United Neighborhood Council, Los Angeles Member PRSA Award McDonalds Owners/Operators Association 0 C. Project Understan and Approach Lraaaaa� full -tune resd�erlt of theTley, Mark vill arnci to ui,all re uued'co�nmrttee meetuY , des. q presentatt meet, sxte,tourst:media tours, local media relations, local neworkug, and serve as the D. Y p � related f direcW for of ►ndwt to th�creatie and design team at in( work hanin hand withmAllison, who keyuxuee and di presentation osupa prsann, such as'an acco nu r a.i �wuab Du t and will im a n our ei our tasl -� ..... i Events r. Included the e,morie breakclou aaig neE �btasks - ground 1topen +rind xs Release Creation and Distribution dedia' :Relationships .. Io" 0 C N co O �C C E. s.. c p Cco �.. N C U > >+ C N N '� .O UC O Co Co k O"O � fl'N O � � a) ca ca CL U :3 L C L +� C- M C- O c .0 E O C U p CC O .� C }- N �+rrrr+�r wR+r► ca +.. p O to C- > � Z p O O Z C C U to CoCU>1 Cl o o �' octs 3 o � 0 U a� .� ) p M U 0 0 'co camc- to a O a) = 0 Qi 0 U) C a� co V c f. co Ctf co �% i N .O c o � i Co [5 'y= O. N cm O LO C� ap p �o C E 5, O O 4.0 p O ,co � Q E � 0 O N N a)(.3' O C � •� O ti a Co u 0, a O U� O N NQ Y .� a)Z N Y a)Y 0 0 .0 CO cn O cm ca C 0O co �� tea. Sc: 4cn o O6=0 a0" Q.�s'°'D O • � i a U O All � O L C C �O (n ,U n > August 19, 2003 To Whom It May Concern: It is with great pleasure that I provide you with a recommendation for Kim Allison and her firm InOne Advertising & Design. Kim has created complete themes and marketing collateral for many of American Golf's best courses, including Pumpkin Ridge in Oregon, The Classics at Lely Resort in Florida, and Monarch Bay in Northern California. During our association Kim has impressed me with her creativity and attention to detail, which have led to incredible results. Her commitment and creativity makes working with her a great pleasure. Specifically, Kim's work with Monarch Bay illustrates her unique ability to manage multiple entities with varying objectives successfully. She effectively presented concepts to the City of San Leandro Council for naming and branding of the property, as well as assisted American Golf in developing pre -opening marketing strategies and collateral materials, including designing logos to enhance our merchandise sales. Further, along with Cindy Elliott, who is a seasoned PR professional in the golf industry, she assisted in executing our pre -opening and grand opening media and public relations initiatives. You are welcome to contact me to discuss my recommendation in further detail. I am confident in Kim's abilities to develop a unique and powerful marketing communications program for your facility. -F Sincerely, Steve Harker Regional Vice President (510) 549-8948 Retyped for legibility. 13 . The purpose of this letter is to recommend In One Marketing for golf marketing and public relations. services. I have worked with this organization for over six years and have been very impressed with their quality of work. I was the General Manager of Celebration Golf Club, which is owned by The Walt Disney Company, during the opening of the golf facility in October, 1996 through February, 2003. We retained In One Marketing to execute our pre -opening marketing and public relations plan. During this time I worked closely with Kim Allison on the opening of the golf course. have found Kim and her team to be very creative, industrious and committed to excellence. In One Marketing was very instrumental in positioning Celebration Golf Club as a high end daily fee golf course in the very competitive Orlando golf market. In addition, the course was located in the adjacent downtown area which was part of the master planned community of Celebration, Florida. Kim was very successful in creating a marketing campaign that incorporated the downtown Celebration Hotel and golf loyalty programs for the residents of the town. In addition, In One Marketing was responsible for developing a public relations and promotions plan. Kim and her team planned a terrific and memorable Grand Opening that was attended by Disney Executives, Industry Professionals, and the course designers; Robert Trent Jones, Sr. and Robert Trent Jones, Jr... During the event there were different activities on each hole and a number of fun and challenging contests on the course. To this day, after six years, I still receive positive comments from individuals that participated in the event. After six years, Celebration Golf Club has become one of the top rated golf courses in Central Florida. Golf Digest has consistently rated the course "4 Stars" and it has played host to a number of locaL.and national events; including the 2000-2002 National Buick Scramble Finals and 200$ Florida State Public Links Championship. In summary, I would recommend In One Marketing for golf marketing services. Their experience and specialization in golf course promotions is outstanding. Being a PGA and CMAA member since 1986, 1 have realized the importance of a solid and dependable marketing firm. Kim Allison and her team at In One Marketing have always exceeded my expectations and I would not hesitate to retain them for any marketing services in the future. For any additional information or questions please feel free to call me at your convenience at 407-273-4653. Sincerely, Gary Piotrowski Retyped for legibility. 15 August 22, 2003 Mark Weiss, Assistant Executive Director/Project Manager I La Quinta Redevelopment Agency. 78-495 Calle Tampico P O. Box 1504 La Quinta, CA 92253 Dear Mark: It is hard to believe the day has come to begin the marketing program for a project that has been'so highly anticipated by both the City and its residents for many years. Kiner/Goodsell Advertising has been pleased and honored to be the City's marketing firm for the past five years, and has enjoyed playing,a role in the City of La Quinta's economic development, business retention, community services and public information efforts.. y Due.in part to the fact that Kiner/Goodsell has assisted_ the City in implementing successful'marketing plans for the last half decade, we're confident we have the community knowledge, relevant experience and creativity to develop an outstanding marketing program to help define SilverRock Ranch as a premier, yet affordable, golf resort. destination — as wellas put it on the map among fine golfing experiences around the country. ` Please consider Kiner/Goodsell as you look for a partner to. provide marketing efforts that are on par with the CitYs :vision for SilverRock Ranch. Kiner/Goodsell is especially looking forward to the prospect of working with a new entity of the City: The La Quinta Redevelopment Agency. - For the remainder of the selection process,' you may use the following contact information: Lea Goodsell _ Kiner/Goodsell Advertising ' 73-101 Highway I I I Patin Desert, CA 92260 Ph: (760) .773-0290 The 1(iner/Goodsell team looks forward to hearing from you to further explore the- possibility of working with the City of La Quinta on this exciting new development. Best regards, M . Lea Goodsell President STATEMENT OF QUALIFICATIONS Your Account Team At Kiner/Goodsell, you will work with a collection of creative minds, award -winning art directors and skilled marketing strategists. Your Account - Team will consist of the following: Scarr M. Knvm, CEO/MANAGING PARTNER The son of baseball hall-of-famer and New York City sportscaster Ralph . Kiner, Scott grew up in the broadcast booth at Shea Stadium and the studios of Kiner's Korner. He went into broadcasting as a sportscaster in the late 70's and �r later worked .for major radio networks in North America and provided cAr Al commentary on cable networks such as ESPN. i Moving to. media management, Scott joined KCMJ AM/FM in Palm Springs in 1986. During his seven-year tenure as Station' Manager, the stations enjoyed record audience levels, finishing #.I in the ratings. Scott also helped launch the Coachella Valley Radio Broadcasters Association and served as its President. - In 1991, the Inland Empire Business Journal recognized him as one of the Inland Empire's Media. All -Stars. Having worked. in the media for 22 years, Scott Kiner has a strong knowledge of electronic media, and is 'a shrewd negotiator. J ner/Goodsell knows go Scott also has many valuable contacts outside the media that can be counted • on to make things happen. He likes to bring good ideas and good people • together. Through his charitable endeavors, he is actively involved in ' 1 "Isorganizations throughout, Southern California.' t K.INER/GOO-DSELL ADNERTISINC, AUGUST, 2003 PAGE 2 Z r . � r LEA GOODSELL, PRESIDENT/ACCOUNT SUPEW SOR . • �J Lea Goodsell is a seasoned professional in the agency business. A graduate J i of Baylor University -with a bachelor's degree in journalism and radio/television/film, she has. been working in advertising for more than 20 years. She has a strong background in print and is an excellent copywriter.. A meticulous proofreader, .she is the control point for items leaving the agency. Her creativity and -business acumen help ensure tangible results for clients. , Lea has won several international marketing awards for retail advertising from the International-Council..of Shppping Centers and is a Certified Marketing Director as designated by that same organization. Her depth of experience with retail and hospitality will prove invaluable as you work to attract the best in each category. Lea has served as the account executive for the Liberty Mutual Legends of Golf, Tahgµitz Creep Golf Resort, Desert Willow Golf Resort, Marriott's Desert Sprlhgs and Rancho Las Palmas as well as numerous retailers. She'1's a past president 4 Junior League and secretary/treasurer of Media Mavens. She ,is also a past president of the Advertising Federation of the Desert, Lea also -finds the time to be actively 'involved with various charitable organizations, including the YMCA, Women Leaders Forum, Desert Commiinity,Foundation and the ChildretA Discovery Museum. y KINER/CiooD.SELL ADVERTISING AUGUST, 2003 PAGE 3 P-1 _ ANDS CAMTR, ACC6UNT EXEcvnrVE As an account manager for a major firm in Minneapolis, Andrea Carter gained experience in many industries, working With'such clients as. General Mills, - Coldwell Banker, Nextel, Cirque du Soleil and more = including a pharmaceutical company, restaurant chain and golf event. As a public relations specialist for the National Marrow Donor Program, Andrea traveled internationally to coordinate segments and stories with national media such as "Good Morning America," "The Rosie O'Donnell Show," MSNBC and USA Today. She also advised series W writers on. programs -such as ER and Chicago Hope regarding storylines involving bone marrow transplants. ■ Andrea also coordinated pubic relations and media events for the Coldwell Banker Burnet Classic, a Senior PGA "lour event held annually in Minneapolis, This event has ranked first in attendance of all.45 Senior PGA Tour events every year, averaging 150,000 spectators. Before moving to La Quinta, Andrea served as the public relations_ and marketing coordinator`for the American Automobile Association in Minneapolis. In that role, she served as a spokesperson for more than 150 media interviews and was the assistant editor for .Home & Away, a regional travel. publication with a circu- lation "of more than 95,000. In addition to .being elected to the board of directors of the International . Association of Business Communicators (IABC), Andrea is also a member of the Public Relations Society of America (PRSA) and served as vice president of public relations for Toastmasters International: • KINER/GOODS,ELL ADVERTISING AUGUST, 2003 PAGE 4 ,SCOTT BURGH, DIRECTOR OF GRAPHIC SERVICES Scott, a La Quinta resident and avid golfer, is an award -winning design profes- sional with extensive experience handlinglmdjor national accounts. Before joining Kiner/Goodsell, Scott spent four years atthe prestigious Los Angeles advertising firm Johnson &• Murphy. Scotts work, which includes Emmy campaigns for such outstanding television shows as "ER", "The West Wing" and "The Practice", runs the gamut from billboards, posters, video boxes and print ads to magazine covers for Variety and The Hollywood reporter and television commercials. He has also. orchestrated campaigns for most of the major studios including Disney and Warner Bros: Scott received two awards from PROMAX, the premier associ- ation of promotion and marketing professionals in electronic media, at its'2000 awards ceremony. Judged from 1999's best promotional campaigns, Scott's work won gold for the "3rd Rock From the Sun" Program/Movie Package Campaign, and silver for "The Profiler" Print Campaign. In addition to serving as Director of Graphic Services at Kiner/Goodsell, Scott also is a member of the marketing . committee for the Desert Cancer. Foundation. TOM JORDAN, DIRECTOR OF PUBLIC RELATIONS Tom Jordan is an award -winning journalist who' joined Kiner/Goodsell in, March 2003 as the Director of Public Relations. Tom coordinates all the public relations needs that come through the agency and has a unparalleled ability to attract.,the electronic and print media to Kiner/Goodsell clients. Prior to joining Kiner/Goodsell, Toro worked in the Public Relations - Department at Eisenhower Medical Center in Rancho. Mirage. His extensive media Background includes work as a broadcast journalist, mostA. , recently as -the primary evening news anchor for KMIR-TV, the NBC affiliate in-fhe Palm Springs area.. While there, Tom co-anchored two Emmy award -winning newscasts for coverage of the September,, 11 terrorist attacks. :Prior to joining KMIR, he was, an anchor and reporter for an NBC affiliate in Washington State. He was also a radio news anchor and reporter. in San Diego. In addition to serving as Director of Public Relations at Kiner/Goodsell, Tom also sits on the Board of Directors for the American Cancer Society. KINER/000DSELL ADVERTISING _AUGUST, 2003 :PAGES RELEVANT EXPERIENCE i Kiner/Goodsell has successfully served de following related clients, which required similar services to those you are seeking for. SilverRock Ranch (please see following samples, of work): Desert Willow, Golf Resort — All Advertising and Marketing Materials for • - 2000/2001< Gary Goodsell (no longer,there) 512/563-8344 - Agua Caliente Development Authority- Media Planning and Special Event Development. (Former Canyon South golf course -project on hold). Kay Hazen 7601320-0165 Morningside — Membership recruitment materials. Electronic and print. Sterling Jardi"n 7601324--1234 Desert Horizons Country Club - - Award -winning Membership Recruitment Materials, Terrie Miller (no longer there) 7601564--1344- -Tradition Golf Club — 'Logo, Letterhead and Corporate Communications Package. Terrie Miller (no longer there) 76o1564-1344 gob Hope ChryAler Classic - All Advertising and Marketing in 995 (then went in-house with advertising blueprint from :finer/Goodsell) Dawn Suggs 7608464184 he Skins Game — Marketing and Media Buyiag dy Yossler 760/564-1088 to Carlsons Golf & Tennis - TV, Radio, Print, Collateral, In- -Store Displays, etc. Pete. Carlson 7601568 3263 Western Golf Car — National /Local Print Advertising and Marketing. Scott Stevens 7601343-1050 KINER/GOODS.ELL ADVERTISING AUGUST, 2003 PAGE 6 EVENT MARkETING LOYALTY PROGRAM t "` } d►` fie, tMw 'ice y°"� vo, WjA 0 f Wei WVAWbLd Woo" WON— i ilot r", Y NIS _ - Golf Resort Palm Desert, CA Special Event Magazine Ad, Internet Banner Ad and Loyalty Program Direct Mail Piece for Desert Willow Golf Resort buy one round of Play again within ga at regular p ice ;` s *,. Please make arran�emenKs foryou" n days for half ► } our se cond tee time �i the ri pr1Ce.. Barth rounds mus4 : paid�&r meofj-. .r' amc round. at the time ofinirial chrc kin. ' • Valid u Daa P�7daysafterdatei+sued h 5 '°` KINER/GOODSELL ADVERTISING AUGUST, 2003 PAGE 7 :KINER/GOODSELL ADVERTISING AUGUST, _2003 PAGE 8 1 i� I1 Pete Carlson'' Golf& Tuarris KINER/GOODSELL ADVERTISING AUGUST, -.2003 PAGE 9 _ Fv� Ken Venturi r Four Color Magazine old for Wester - KinerlGoodsell negotiated Ken V's n Golf Car - involvement ' r KINER/GOODSELL ADVERTISING AUGUST, 2003 , PAGE 1O PROJECT UNDERSTANDING AND APPROACH Kiner/Goodsell's -understanding of SilverRock Ranch starts with some research and analysis to get a grasp of the market and target,.audience: In this competitive market, a strong entry is imperative. The average holes per 100,000 residents in the Coachella Valley is more than 600 - this in comparison to the US. average of 78. However, the 30,000 residents of La Quinta are challenged. in their 'quest for a,great round of golf at an affordable price in their hometown — which is practically incomprehensible considering La Quinta's national reputation for extraordinary golf as evidenced by the recent Robb Report article, among others. However, the appeal of SilverRiock Ranch will reach much beyond La Quinta residents and -visitors. Players from across. the Valley, Southern California and' ' other parts. of the country will be drawn to SilverRock's unique location tucked in a quiet, preserved area of La Qtiinta with the regal backdrop of the Coral Reef Mountains: And with each detail being so carefully and thoughtfully brought to life by the Redevelopment Agency, there is no question that the .final product will be unparalleled in the desert. A,t6tal of three million visitors a year visit the area (Palm Springs Desert Resorts Corivention &Visitors Authority), making tourism the Valley's _ largest industry. Here is an overview of the visitor market: • Over 40 percent of visitors reside in California (34 percent from Southern California; almost 7 percent .from Northern California): _ • Over 57 percent. are repeat visitors;. averaging 2 visits during the past 12 .months and 9 total visits to the Palm Springs area. Nearly 65 percent of visitors cite "pleasure or vacation" as the reason for. their visit. • Nearly 44 percent of visitors, arrive in the area by'automobile. • Over 60 percent stay in a hotel/motel. The majority of visitors to the Valley are married (67A percent). _ • The average age of the Palm Springs Desert Resorts visitor is 43. • The gross family annual income is $95,800. KINER/GOODSELL ADVERTISING AUGUST, 2003 L PAGE 11 tf� Kiner/Goodsell's approach to marketing this project is two -fold. First., begin with a strong media relations campaligi4 to introduce SilverRock to the public through the many stories of its creation (history of land prior to development, progress updates, unveiling of plans and corporate identity, etc.) and begin develbping and distributing promotional items. Secondly, around this time period next year, build up to the first course- opening by implementing a strong advertising, public -relations, branding and promotional plan that establishes SilverRock Ranch as the pemier new golf opportunity in Southern California. SCOPE OF SERVICES The positioning of SilverRock Ranch will build upon the City of La Quintis forethought to fulfill a need that has existed for years — a marriage between La Quinta's superior golf experience, and affordable golf play., The following tasks -outline Kiner/Goodsell s strategy for branding SilverRock RanHi and creating a real impact for the opening of the first course. Agency responsibilities will be shifted to ensure your account team is well prepared for the time which will be necessaryto achieve and exceed your goals. A strong team which includes agency principal Lea Goodsell as the primary contact demonstrate the high level of commitment Kiner/Goodsell has to this project. LOwfft NDING.: The most important "first step" will be to create a "look" for SilverRock Ranch, beginning with the. logo. As you will see from the cover of this proposal, Kiner/Goodsell is very enthusiastic about the prospect of working on this -project — and has therefore already spent a great deal of time developing • logo concepts for SilverRock. We hope one or more of them intrigues you, and that -you will understand the level of commitment Kiner/Goodsell is prepared to put forth for this project. An upscale logo will help cornmunicate the quality of the course and entire project. As the initial component, it will set the tone for those which r follow. A strong tagline/positioning statement, will "er1advance the branding. f KINER/GOODSELL ADVERTISING, AUGUST, -2003 PAGE 12 4 Collateral materials will need to be produced and printed as soon. as the logo is approved. These suggested items include: • Stationery package (letterhead, envelopes, business cards) • Mailing labels • Folders (press kits, proposals) etc.) ` • Postcards (for distribution to local stores) once photography is available. ■ • Note cards/envelopes Standard course collateral materials include: • Score. Card •. Guide to the course (sale item in pro shop and press kit piece) • Rack card/Brochure PUBLIcfflwu RELATIONS" ' r Major landmarks 'in the development of the course will be marked with events, . and/or press releases. Smaller news items will be grouped in order to maintain credibility with the press. and give each release significance and "legs". Two tournaments are proposed prior to opening - one for the media and VIPs - and another to benefit a selected charity. Each will result in a different , - type of PR,. one that will generate positive word-of-mouth and the other r which will position thc'resort as a good neighbor — which is key for .the development -conscious residents of La Quinta. A tour will also be given to area concierges, meeting planners and sales directors from the various hotels so they will be able to recommend thF_. course based on firsthand knowledge. Promotional plan vouchers offering a discount can be given -to concierges to share with their. guests. These vouchers can then be tracked in order to recognize and reward those. concierges who are sending substantial business to the course. If desired, w a formal program can bedeveloped to allow the concierge to book the golf at a wholesale rate and retain the difference between wholesale and retail as a commission. Similar large scale programs can be developed with. meeting planners in conjunction with the course operator. KIRER/GooDSELL ADVERTISING AUGUST, 2003 PAGE 13 The groundbreaking and "ribbon cutting" ceremonies will be designed to include Redevelopment Agency VIPs, City Officials, project developers, contractors, etc. Special receptions for an inner circle will also be held prior to each event. ,^ r Of course, photography will be required to capture "beauty shots" of the sigtiature hole, the clubhouse, etc. for use in. collateral materials, the web site, to distribute with press releases and more. A video of the course and clubhouse can also be produced in order to post'a streaming video on the website and have B-roll available for television stations and for tourism video inclusion. The overall progress can also be documented via �- photography and video for archival as well as PR use. In addition, the course information will need to be continuosly updated with the Palm, " Springs Desert Resorts Convention & Visitors Authority in order to take advantage of PR and advertising opportunities -offered through them. Pi ss RELEMES will be distributed to a compprehensive list which includes the following_ magazines. In the out-of-state publications,- we will include informa- S. tion will be included on stay -and -play packages to encourage coverage: Alaska Airlines Magazine Golf News Magazine S American Airlines Magazine Golf Today Magazine' America West Magazine Golf Traveler Arizona, The State of Goff*, Golf World , ' - Chicago District Golfer* The -Golfer._, Colorado Golf Magazine* Inside Golf Newspaper Desert Golf Links Magazine* Inland Empire Golf Mid Ohio Golfer* Executive Golfer NCGA Golf Flagstick Golf Magazine Natural Golfer Magazine r Florida Golf News* Travel er Leisure- Golf MFlorida Golfer* The Go#er ; Fore Go iveek Golf Canada * Golfer - The Great Golf Magazine r Golf Digest Affluent Gdfer Golf Illustrated — United Airlines Magazine - Golf journal *regional golf magazines with a travel section Golf Magazine A KINER/GooDSELL ADVERTISING AUGUST, 2003 PAGE 14 ADVERTISING Traditional, as well as new media, will be utilized to tell the `story of SilverRock. Ranch and inform the public as to itsaccessibility and allure. - Magazines will be a -primary component as the opening of the first course grows near — creating anticipation, and top -of -mind awareness of the new golf experi- ence in La Quinta. With over 40% percent of the'areas visitors, arriving from the Los Angeles/Orange County area, those magazines -with a regional cir- culation are most attractive as a second tier option for advertising. In some instances, we are able to purchase front covers and guaranteed, provided editorial. These placements.will communicate the significance of the course opening and provide a tremendous reprint opportunity for the press kit. Selected magazines targeting individual leisure travelers include: f� ,Alaska Airlines Magazine** Best Read Guide Desert Golf (glossy) . Desert Golf Guide Desert Gelyng Digest FORE (SCGA) ** Golf News _ Key Magazine Orange County Go f (monthly email program available) ** Palm Springs Life Guide Southern California Go* Group -business will be -stimulated with advertising in: Meetings in the West** Newspaper s will also be utilized, with a special insert in The Desert Sun heralding the opening and subsequent ads. encouraging play among residents and visitors. - - • The Desert Sun ` r• The Press: Enterprise** *cover opportunities - **regional 77er 2 advertising , KINER/GOODSELL ADVERTISING AUGUST, 200-3 PAGE 15 We will approach radio and television- outlets with trade proposals initially, and depending on the response, consider supplementing with paid schedules. New media advertising, effectively using the jnternet to market the course, will be essential as nationally 45% of all` visitors now use the Internet to . plan and/or book their travels. The following we6sites were chosen based on those that are listed first in search engines with the key words "Palm Springs ' golf' or "Palm Springs tee times or "La Quinta. golf": Jn many instances, they were the same sites. Initial web sites with which we.would consider advertising in the form of banner ads and hyperlinks and/or listings to prompt online booking of tee times include: • PalmSpringsUSA.com (M) • PalmSprings.com'(privately held) • InMmSprings (The Desert Sun) • Desert-resorts.com (Palm Springs Life) • Desertgo juide. com • go ingpalmsprings. com • Click4teetimes.cdm (16% commission) • Palmspringsteetimes. com There are many additional sites -with which we will .provide information for listings and trade links, following the development of the web site, including: ' • La Quinta Chamber of Commerce site • Other Chamber sites as memberships allow • Sites offered by go f wholesalers (as directed by staf ) • AOL Travel.(special package information) • Travelocity (special package information) • Yahoo. Travel (special package information) Both would be finalized in conjunction with the course operator. - In aU instances, we will -monitor the click -through rate and/or the number of booking generated from each site in order to determine the efficiency and return -on -investment. Arrangements will also be made -to work with the largest wholesalers in the Valley including Par -Tee, Same -Day, etc. These wholesalers . book in excess of 250;000 rounds per, year, including tournaments. At Desert Willow "alone, they represent 18,000 rounds per year: Although these arrange- ments will be made by the course operator; Kiner/Goodsell will be available for recommendations and .to provide materials. Advertising materials should also include a ra& -card- which will be • distributed to all.area hotels and Chambers of Commerce via Certified Folder. KINER/G_OODSELL ADVERTISING AUGUST, 2003 PAGE 16 PROMOTIONS ' Promotions will be an important "part of,�ncouraging play on the course and ■ will be driven by- course.performance. They will be respgnse driven' but ■ could include the development of a Stay & Play package with preferred rates r - given to guests of area. hotels without their own course such as Embassy Suites. , Other promotional programs can- include: • Frequent players program - preferred tee times, etc. • Selected holiday or special event tournaments • Table tents in La Quinta restaurants - • Ladies/Kids' programs • Radio station giygaways - • Additional will be developed based on- expected T sheet promotions performance } and daypart occupancy rate Promotional. items foi marketing purposes can be produced as as the logo is completed andapproved, and can be distributed with press. releases and given - to VIPs.. Logo shirts can be worn.by those associated with the project to generate additional exposure and anticipation. Promotional items include, but are not limited to: '. •:'Shirts - - % Balls -- - • Tees • Hats Additional logo items can be. developed and produced for We in the Pro Shop as neces- . S - sary and desired. . KINER/GOODSELL ADVERTISING AUGUST, 2003 PAGE 17, 1 1 . SCHEDULE REQUIREMENTS - - - - . MARKETING PLAN TnIEi INE 2003 October _ • .Marketing plan approval • Press release sharing"master plan and unveiling new•logo " Press release announcing selected architect t November • Design an order stationery package (including letterhead, envelopes and v . business cards), mailing labels, note cards and envelopes, and folders for proposals and press kits (to be continually updated with articles, press releases, photos, etc.) December " Link website to selected tourism websites • •Order golf shirts with logo for promotion/early exposure 2004 January • Press release on status of plans , • Begin design/look of on -site signage February - . Place media story on history of land/project/how City residents .benefit . - - March • . Finalize frequent players program (if desired) • Begin production of rack cards .: April a • Research and finalize media schedules/plans • Photo opportunity for media as grading/land preparation begins . May • Pass release announcing groundbreaking ceremony • Groundbreaking ceremony • $egin promotional video -and B-Roll" - June • Approach broadcast media with trade proposals Begin planning grand ' opening events KINER/GOODSELL ADVERTISING AUGUST, 2003 PAGE 18 July • Begin design of course guide • Design table tents/promotional materials for local promotional partners . / e August • Develop magazine. ads Design score card (pending finalization of course layout — can be done earlier if information is available) • Order additional promotional items (golf balls, tees, hats; etc.) September • Create newspaper ads _ Press release with general course information/signature hole/photo , • Finalize opening activities/invitation_lists October . • Photography sessions (beauty shots) for print and video • Begin advertising in key golf publications, travel publications and regional newspapers.. , SBegin banner advertisements on local tourism websites • Give Larry' Bohannan (golf writer with The Desert Sun) and other targeted media a tour of grounds November • Press releases for media and charity tournaments • Design postcards December • Press .release for golf course's opening • Media tournament . • Charity tournament . 2005 . January • Media blitz to coincide with golf course opening to public • , Submit course to golf publications for rankings, etc. KINER/GOODSELL ADVERTISING AUGUST, 2003 PAGE 19 In addition to providing assistance in creating tremendous anticipation as well as initial and continuing usage of the first golf course, Kiner/G,.00dsell' is ideally suited . =� to work with thc„ U Quinta Redevelopment. Agency. to help 'attract an upscale flag for the hotel and quality retailers to S& rRock, Ranch through the creation of strong collateral materials. Following the creation of a collateral .piece about the project as a whole (cost included), media placements and direct mail to prospective . targets could follow after this initial 18-month contract. (costs not included) i Our background in- economic development with the Coachella Valley Economic Partnership as well as the City, our -familiarity with the International Council of Shopping Centers, their events and .related publications as well as our extensive . ' knowledge of golf and golf promotion, make us. the perfect partnerfor this project. - We appreciate your consideration and look forward to_developing additional ideas with you as the city embarks on this' momentous undertaking. 'KINER/GOODSELL ADVERTISING AUGUST, 2003 PAGE 20 , 'Congratulations to the `Mts �4 �za �uinta Congratulations! It's very exciting for La Quinta to have the honor of debuting "The King of Golf's" first public layout in the Coachella Valley! Benefits for SilverRock Ranch Thank you for your confidence in our capabilities to brand position SilverRock Ranch with an unparalleled position in the marketplace as a world -class signature property. We have a breadth of experience in branding and marketing golf, economic development, international sporting events and tourism, which will greatly benefit this project. And, a significant benefit to the RDA is that we have collaborated with one of the leading eco- nomic development experts in the country. Christine Van de Yacht is well -versed and experienced in private/public, municipal redevelopment, economic development projects and partnerships. Our standards demand: • That we provide award -winning creative, personal service and a commitment to our clients as a collaborative partner on each and every project • That we have the resources to deliver an exceptional product at an affordable price We can help you be successful. As your marketing partner, we will work closely with your team to review planning/design, construction and give meaningful input into the devel- opment's long term marketing potential and community benefits. We want you to accomplish your goals without compromising the high standards that have made La Quinta one of the most respected and forward -thinking communities in California. We Have Demonstrated Results We have experience working with golf management firms from American Golf, OB Sports, Club Corporation of America, Troon Golf, artd{Golf Enterprises, Inc. to Western Golf Properties. Here's a sampling of where this Team has demonstrated exceptional results for our clients. MARKETING GOLF PROPERTIES Westin Hills Mission Golf Resort Heritage Palms Golf Club Indian Wells Golf Resort The Legacy in Las Vegas Callaway Golf Performance Center MARKETING SPORTING EVENTS PGA Championship World Series of Golf The 1997 Skins Game Nabisco Dinah Shore Indianapolis 500 Pacific Life Open MARKETING RESORT PROPERTIES Miramonte Resort Hyatt Grand Champions Renaissance Esmeralda Resort Indian Wells Resort Hotel Case Study — Nabisco Dinah Shore Challenge: Develop a new promotion to increase event pre -sales which was $25,000 annually. Solution: McLaughlin determined that rounds of golf, club membership benefits and clubhouse badge to the LPGA event would generate additional sales. Strategic alliances were created with key partners and the Tournament introduced The Golfers Getaway Club., Outcome: 1st Year — $137,500 in pre -sales - a phenomenal 550% increase in revenue 3rd Year — $250,000 in pre -sales - a 1,0000% increase in revenue Tournament revenue, attendance and awareness all increased significantly. Case Study — Miramonte Resort Challenges: Create a name, brand identity and marketing collateral fora resort in conceptual stage. Pre -selling groups relied on establishing credibility with- out a tangible product. Position the former Erawan Garden property (Asian- themed property that was in disrepair) to a national audience as a new first-class boutique hotel unique to the desert. Additionally, a new name, identity, positioning statement and printed materials were on a fast track just one year prior to opening. Solution: Watercolors created the new Tuscan position and soothing retreat theme. Tuscan architecture and European influence was heightened as unique to the marketplace. Outcome: Award -winning collateral and logo positioned Miramonte positively in the group and leisure markets. Pre -sales exceeded corporate forecasts. Case Study — Westin Mission Hills Resort Courses Challenge: Create a successful marketing communi- cations plan to increase revenue and estab- lish name recognition for the Westin Pete Dye Course. Establish the Gary Player layout as the only public course in Southern California. When we were retained thete hadn't been a marketing firm representing the "courses." Marketing was being handled by the Westin Resort primarily for "golf packages." Solution: ..p Integrated marketing campaign and promotions that included various media and publicity throughout Southern California with a $100,000 annual budget (including the agency's fee). Outcome: $750,000 in revenue resulted from an investment of $100,060. In addition, the courses established a stronger identity; the resort benefit- ted from the cross -promotion and began working in tandem with the golf management firm. If How Would We Market SilverRock.? Armed with all this knowledge and experience, we asked our- selves what would we do to market SilverRock? Since the first phase of the project is the championship tournament golf course, the concepts presented here are focused on "golf and tourism' marketing. When appropriate the national retailers will be added to the target markets. There are a lot of unknown variables at this point in the pro- ject, but we would like to offer a few examples that came out of our "brain -storming" sessions. Publicity • Host writers who cover meetings, golf and resort destinations on FAM (Familiarization) trips to SilverRock and pay for their transportation, lodging, food and entertainment. Reporters would be pitched stories relevant to their publications so the project and city would receive editorial coverage. For key publications, hand pick top media and tie into one of the city's main events - the Bob Hope Chrysler Classic • Arnie Palmer, one of La Quintas gems, would be a primary media spokesperson • Stage a pre -opening media event at Arnie Palmer's new La Quinta restaurant prior to facilities being available at the site • "Grand Opening" media coverage by key Southern California media outlets • Pitch editorial coverage of the world -class destination resort amenities to regional and national publications which cover meetings and conventions, hotels and golf destinations • Leverage updates by crafting releases/ pitches that report and yet highlight what SilverRock, Arnold Palmer and La Quints has to offer • Conduct anon -going monthly public relations campaign (be a news bureau for the project) leveraging the plans, promotions and programs developed by the project .to the appropriate target markets • Utilize community resources by working closely with La Quinta and all val ley chambers of commerce and CVA to display materials and host events. Piggyback with CVA for the benefit of their fam trips • Create a top-notch press kit to provide an overview of the destination, and to highlight the various story possibilities. Take great care to showcase to the editor that here is something their readers/viewers will want to know about It's "soft news" rather than just sales facts Marketing & Promotion • Contests to win free rounds of golf and one "fab" foursome meets and greets with Arnold Palmer • Coordinate local promotions and merchandising with La Quinta Chamber and local businesses • Merchandising via cross -promotion with the selected golf course management firm at their other facilities (private, semi -private and public) through their print advertising, on -site collateral, displays, publicity and direct mail databases • Merchandising and promotion in Southern California with non-competitive strategic partners. Include giveaway promotions with limited -edition commemora- tive gifts and stay and play packages to be among the first to play the first course that Arnie built • Market to corporate travel planners via direct mail, email and interactive Web sites designed for planners with incentives to book group and tournament business • Increase repeat business and customer loyalty with preferred packages and bounce back offers • Create off-peak incentives for loyalty from residents through creative promotion • Utilize direct mail aimed at SilverRock "profile" with targeted promotions we know they will be interested in • Prior to the resort opening, create a hotel partnership to offer stay and play pack- ages. This alliance could be with La Quinta Resort and include an overnight stay and two incredible rounds of golf at the Arnold Palmer Course at SilverRock and at PGA WEST • Book advance tee times with Internet and e-marketing Critical Path If retained, this woul&, be our initial critical path for the project: First and foremost... brand- ing, branding, branding.... It is the cornerstone of the entire communicatigns program! Branding will dis- tinguish SilverRock from Desert Willow Golf Resort to the Marriott Desert Springs and any competitive "golf resorts" in the Coachella Valley. The brand identify includes the logo, positioning statement, color palette, advertis- ing, public relations, promotion — the essence of the entire marketing campaign. It is also important to brand the Arnold Palmer' Championship Tournament Golf Course as the first public or "citizens" Palmer -designed course in the Coachella Valley. And, create a positive association for the public course with:- • The other Palmer private courses in La Quints acid surrounding valley cities • The golf icon as a part-time resident in La Quinta since incorporation • The new restaurant • The Bob Hope Chrysler Classic Our team will work closely with you to solidify a branding strategy that ensures that SilverRock becomes a financially successful asset for La Quinta. First 90 days — the creation, presentation and approval oh • Brand identity system, including round -table fact-finding meetings with the City staff and SilverRock Ranch partners • Provide preliminary concepts • Begin research on short and long-term objectives and identify target markets • Research advertising venues and public relations editorial calendars • Develop a preliminary fiscal year budget, including monthly forecasts • Begin development of a merchandising program to generate pre -opening revenue and awareness • Identify potential strategic alliances for fusion marketing programs Second 90 days — the creation, presentation and approval of: • Fine-tune branding identity concepts such as logo, positioning statement and color themes, photogra- phy and copy style • Develop strategic marketing plan which includes detailed public relations and media relations, adver- tising, merchandising, promotion, strategic alliances and collateral such as brochures, special events, Web/e-marketing • Complete fiscal year budget and update monthly forecasts • Finalize timeline for Strategic Communications Program • Design an'if develope detailed media kit, including feature ideas — such as Arnold Palmer's first public course in La Quinta — for regional and national travel and golf media • Distribute initial press release announcing progress of the Arnold Palmer Championship Tournament Course to select regional and national news media to start buzz about Palmer's first public golf course in the Coachella Valley and as the first course centerpiece for SilverRock Ranch, La Quintas premier destination resort rd • Redesign SilverRock's Web site incorporating approved branding and with news about course construction, development details about other facets of the resort, photos, etc. • Negotiate for strategic alliances and promotions * We feel these are the initial steps and strategies that have proven successful in the past and we know they are essential for building the right foundation for a short- and long - range Strategic Communications Program. However, to be successful, we need to be creative, produce results and evaluate goals and objectives the project develops as new partners come on board.Our Team is flexible to meet any changes and adjust strategies and timetables to meet and exceed your goals and expectations. We thank you for the privilege of being considered to become part of the team as a marketing partner for: La Quinta Redevelopment Agency's SilverRock Ranch Project. O I) NAME AND ADDRESS OF CONTACT PERSON(S). Primary: Secondary: Stephen Williams Bruce Nilsson VP/Business Development General Manager/VP McMurry, Inc. Creative Director ioio E. Missouri Avenue 602-427-0305 Phoenix Arizona 85014 mobile:602-757-4239 602-427-0181 brucen@mcmurry.com Mobile: 602-757-5475 stephenw@mcmurry.com lI) QUALIFYING STATEMENT/COMMENTS RELATIVE TO THE RFP. McMurry, Inc. has expressed a sincere interest in the SilverRock Ranch project considerably in advance of the Marketing RFP. We visited the site with GMA International, the development master planners, early in 2003 and expended considerable time understanding the conceptual master plan and development program for the property. We responded to a request by GMA International to assist them in naming the development, which culminated in both a public and City Council vote in favor of one of our recommended names, SilverRock Ranch. Traditionally, a thorough brand strategy is developed prior to naming a project. As a comprehensive brand strategy for SilverRock Ranch has yet to be estoblished, a review of the projects name should be considered at the initiation of the assignment.;. With a staff --compliment of 74 full—time employees and capitalized annual billings in excess of $6o million, McMurry is uniquely positioned to fulfill the requirements of the Public Affairs/Marketing RFP. The following marketing communications disciplines are completely in-house McMurry resources. • Full service public relations/advertising • The largest custom publisher in the U.S. • Sophisticated database marketing division with both print and e-marketing expertise. III) IDENTIFICATION OF SUB CONSULTANTS .,AND THEIR RESPECTIVE RESPONSIBILITIES. a) .Master Development Consultants CONSULTANT EXPERTISE: Internationally recognized Master Planners specializing in golf resorts. The conceptual master planners of SilverRock Ranch. CORPORATE ENTITY: GMA International PRINCIPAL/LEAD CONSULTANT: Gil Martinez RESPONSIBILITY: To appraise McMurry of past, current and future issues related to the development's master plan. To evaluate McMurry strategic, tactical and creative endeavors relative to this project to ensure conceptual consistency with the approved master plan and to monitor phasing implementation of the Plan. b) BrandStrategy Consultants CONSULTANT EXPERTISE: Leading, internationally recognized Brand Strategist and author of the recent Desert Springs CVB brand analysis and marketing study. CORPORATE ENTITY: BrandStrategy, Inc. PRINCIPAL/LEAD CONSULTANT: Duane E. Knapp RESPONSIBILITY: Advise McMurry on a results —oriented Brand Strategy for SilverRock Ranch and provide assistance in development ofa legitimate "brand promise" to be embodied in promotional/marketing materials. c) Brand Identify and Design CONSULTANT `EXPERTISE: Palm Desert/San Diego -based brand identity/design expert with a specific specialization in creating highly effective brand identities for desert —based golf resort and hospitality entities. Client list includes The Western Mission Hills, Marriatt's Desert Springs, Rancho Las Palmas, PGA West, La Quinta Resort & Club, Citrus, Mira Monte and Tahquitz Creek. CORPORATE7ENTITY: Maxk Palmer Design Corporation PRINCIPAL/LEAD CONSULTANT: Mark Edward Palmer RESPONSIBILITY: Provide design and graphic consultation relative to the SilverRock Ranch mark/logo, establish a look and feel consistent with the Project's historical and cultural sensitivities. Requirements include creating a memorable image that is appro- priate for a world -class, mixed -use destination golf resort. d) Golf Event Promotion and local Cultural/Historical Guardian CONSULTANT EXPERTISE: Local La Quinta—based expert in managing PGA caliber events, destination resort management, and public relations. A founding board member of the La Quinta Historical Society, active member of�the Palm Springs Desert Resort Convention and Visitors Authority and Vice Chairman of the Hospitality Industry Business Council (Marketing and Branding Committees). CORPORATE ENTITY: N/A PRINCIPAL/LEAD CONSULTANT: Judy Vossler RESPONSIBILITY: Provide expertise and influence to promote SilverRock Ranch as the preferred host of PGA caliber events. Utilize extensive contact base to help promote the development to influential corporations, golf entities and preferred hoteliers. To provide consultation on matters of historical significance to ensure that project marketing recognizes and is sensitive to the unique history of the La Quinta area. e) Local/Regional and National Public Relations CONSULTANT EXPERTISE: Development, marketing and promotional public relations interface with all key project team members; unique and thorough understanding of roles and responsibilities, timing and implementation of resources for maximum benefit, cost -savings and project exposure. CORPORATE ENTITY: N/A PRINCIPAL/LEAD CONSULTANT: Carol Ackerman RESPONSIBILITY: Utilize her 30 years' local, regional and national experience in similar real estate development projects, political and capital campaigns, international product development and marketing experience, as well as her intimate institutional involvement in SilverRock Ranch. Leverage her first -name -basis relationships with key golf and resort designers, media, equipment and apparel manufacturers, as well as CEO's of development vendors with an expressed interest in vertical components of the Project. f) National and Regional Tourism/Hospitality Consultant CONSULTANY• EXPERTISE: Former State Tourism Director/Manager for: Greater Fort Lauderdale, Florida; State of Arizona; Boston, Massachusetts; Albany, New York; Buffalo, New York. Led a 13—member Western States Tourism Policy Council as an officer and Chairman for 6 years. • CORPORATE ENTITY: N/A PRINCIPAL/LEAD CONSULTANT: Mark McDermott RESPONSIBILITY: Provide depth and insight specific to tourism and hospitality issues, with a particular emphasis to attracting "out of region" visitors, individual and group recreational tourists, family vacation, and corporate meeting/convention planners. STATEMENT OF QUALIFICATIONS I)PROJECT PERSONNEL, RELEVANT EXPERIENCE, RESUMES a) Stephen Williams, VP/Business Development For more than 15 years, Stephen has served as a senior marketing consultant to top Fortune i000 companies. He has been the driving force driving behind strategic efforts for such companies as Owens Corning, The Certainteed Corporation, Pella Windows and The James Hardie Corporation. Stephen was recently appointed to the prestigious International Board of Directors of the U.S./Russian tourism and culture initiative Russian Heritage Highway Foundation. Fellow board members include the Honorable Mikhail Gorbachev, former Prime Minister of the Soviet Union. Stephen's keen marketing ability also led him to Knapp Communications, founder and publisher of Architectural Digest, Home Magazine and Bon Apetit. Most recently, Stephen was an executive at Hanley -Wood LLC, where he led their consumer publication division which included the House Beautiful SIP magazine portfolio. Stephen received an Honors degree in Business Administration from the University of Western Ontario. b) Bruce Nilsson, General Manager/VP/ Creative Director As a recipient -of numerous local, national and industry creative awards, Mr. Nilsson has established himself as one of the leading creative talents in Arizona. A copywriter by trade, he has worked on numerous travel/tourism accounts, including DoubleTree Hotels, Wyndham Hotels, Club Corporation of America, Phoenix Conventions and. Visitors Bureau, AmFac Parks and Resorts and Orange Tree Golf Resort. Other account experience includes ITT, Ironite, and Rifle (golf shafts). Nilsson will jointly lead the SilverRock Ranch project with colleague Strephen Williams. Nilsson will lead creative strategy and execution, oversee other members of the creative teams, including sub -consultants and present work to the RDA and/or Project Team as necessary. Nilsson is a graduate of Iowa State University, with a B.S. in Journalism and Mass Commun- ications. Awards include ADDY, Obie, Andy, Telly and various industry awards for clients. c) Jodi Deros, Senior Art Director f Jodi brings an abundance of travel a i.d tourism experience to the SilverRock Ranch project, having lead creative teams on such accounts as The Detroit Metropolitan Convention and Visitors Bureau, University Park Hotel at MIT (a Doubletree product), The Island of the Bahamas, Four Seasons Hotel, and The Ritz -Carlton. With over 12 years experience, she has delivered award -winning style and inventive design for everything from package design and advertising, to direct mail campaigns. Awards garnered include The New England HATCH Awards, Print, H S MAI, The John Caples Award and Bell Ringers Award. d) Adonica Gower, Director Client Services Adonica brings to the SilverRock Ranch project broad travel and hospitality experience in advertising and public relations. Having served as in-house public relations counsel for Westward Look Resort in Tucson, Adonica oversaw PR activities for this historical, Tucson landmark resort including a complete renovation back to its guesthouse roots, the addition of a full -service spa and a new chef introduction. In addition, she currently supervises day-to-day activities for The Ritz - Carlton, Phoenix and has previously directed marketing and advertising proj6cts for the historic Arizona Biltmore Resort & Spa and Best Western International. e) Rodney Alling Copywriter Rodney comes to the Phoenix market by way of Madison,WI. A graduate of both the Art and English disciplines at the University of Wiscons in-Whitewater, he has over 12 years of art direction, copywriting, design and technical consulting experience. From local to international, he has worked on major accounts through agencies based in Madison. Rodney has helped build brands, and conceptualize and design collateral for: University athletic programs, outdoor companies, medical, business -to -business, and consumer companies. Other client work includes: Ohio Medical, American Family Insurance, The Mayo Clinic and Fiskars Corporation. While -art directing at Campbell -Lacoste in Madison, he wrote and designed for Remington Arms, Perception Kayaks, 3m and St. Croix. f) L`: Darren Halbersma, Graphic Designer,{ Darren hails from Minnesota and joined McMurry in March of 2003, bringing with him a broad range of design capabilities. He obtained his graphic design degree from South Dakota State University where he worked on promotional materials for the S D S U Visual Arts Department and delivered a presentation to the State legislature on behalf of the University, both of which boosted public awareness of design study and the visual arts as a legitimate career. In z999, he began working at Campb.ell- Lacoste in Madison, Wisconsin, and has won industry awards for logo design and interactive media design for the past three years. g) Bruce Woodward, VP/Database Marketing Bruce brings 18 years management and marketing experience to the project. His love for direct marketing is rooted in a firm belief that good marketing is measurable and accountable for positive ROI. From 1987 to 1994 he owned and operated a direct marketing franchise of American Advertising Distributors. In 1994., Woodward joined McMurry. During his nine-year tenure, he conceived and staffed our in-house database marketing department. Bruce and his staff process 30 million records annually for a diverse national and international clientele. Woodward is an active member of the Postal Customer Council (PCC) and Direct Marketing Association (DMA), as a delegate and conference speaker. He currently serves on the Arizona Direct Marketing Association Board, and, in 1998, was named Arizona's Direct Marketer of the Year. Woodward received both a BS in Finance and an MBA from Arizona State University. DAT 9-ASE MARKE"I'I`A G. FvgNT PANNING MERCHANDISING MEDIA PLANNING/ B'LJYING LA QUINTA REDEVELOPMENT -AGENCY CREATIVE MEDIA RELATIONS ]BRANDING LOGO BRAND IDENTITY' CUSTOM PUBUS ING PuB c RELAT"IONS �-COMMERCE WEB DESIGN' II) EXPERIENCE WITH SIMILAR WORK INCLUPJNr, NAMES x OF REFERENCES As was evidenced in both the consultant listing and staff member resumes, the collective McMurry team has vast experience in the travel/tourism industry. Some of the more prominent and more recent projects of similar kind and scope to that of SilverRock Ranch are: Estrella Mountain Ranch, Goodyear, Arizona Firerock Country Club, Fountain Hills, Arizona Copperwynd, Fountain Hills, Arizona La Mision Resort, Rosarito Beach, Mexico Pueblo Real, Quepos, Costa Rica Centro Vacanional Del Iste, Tehuixtla Morelos, Mexico Superstition Mountain, Apache Junction, Arizona Arrowhead Ranch, Glendale Arizona Sun Lakes, Arizona SunRidge Canyon, Fountain Hills, Arizona Shadow Ridge, San Diego, California less Ranch, Apple Valley, California The Hideaway, La Quinta, California ShadowRock Resort, Palm Springs, California Desert Hot Springs Resort, Desert Hot Springs, California REFERENCES: Geoffre-Becker Jones Copperwynd Resort & Spa Lyle Anderson The Anderson Companies David Chapman Chapman Enterprises Dan S. Palmer Palmer Investments Specific contact information will be made available upon request. PROJECT UNDERSTANDING I)SILVERROCK RANCH IS A UNIQUELY POSITIONED PRIME REAL ESTATE development designed to enrich the financial core of the City of La Quinta, while enriching the lives of its diverse citizenry. At maturation, this project will enjoy international acclaim as an exceptional master planned resort destination "community within a community." To successfully develop and market a large, sophisticated, multi -purpose destination resort and public use facility requires a detailed and pragmatic understanding of multiple, often overlapping, marketing disciplines. At first glance, the initial scope of work for SilverRock Ranch may appear to need to focus solely on local initiatives centered around the design, building and grand opening of the golf course. But in order to facilitate the timely introduction of components that will be manifest later and to maximize post -grand opening visitation and usage, the promotional "seed work" necessarily occurs considerably in advance. In the case of SilverRock Ranch, the lead lag time typically required to introduce a- boutique hotel and later a highly amenitized resort hotel into the project will require a targeted marketing campaign (with supporting high quality collateral) within the 18-month term of the marketing contract. Similarly, to ensure that the golf course receives attention and visitation from golfers beyond the immediate municipal area will require a strategically implemented plan both prior to and following the: -Grand Opening. And insofar`-:fs meeting and convention planners often select and book sites two years (or more) in advance, we recommend marketing to them within the same 18-month time frame. This same "pre -sell" principal holds true for national and international consumers as well. McMurry has therefore identified the key tactical elements we feel necessary for a successful SilverRock Ranch marketing program and charted the same on a time continuum. It appears at the end of this section. 12 t Upon review, it becomes evident tha , the SilverRock Ranch project requires two parallel market}i:ng strategies: z) the traditional sequential promotion of a new golf course favoring initial public relations activities, a ground breaking event, a grand opening event, and the later introduction of limited paid advertising; and 2) focus on those initiatives required for post - grand opening success and project sustainability. Revenues from SilverRock Ranch will be generated primarily from the Transient Occupancy Tax, resort and retail recreational activities (including golf), hotel -related amenities and master and sub -center merchandising programs; in other words, operational venues that can be contractually advan- tageous to the City's General Fund through the vertical development of the master plan. The Challenge for the marketing team is to understand the project as a financial tool; define the market potential (including an understanding of the potential revenue projects expected from an internationally acclaimed resort development); to design the campaign; and to implement the campaign to dominate the competition. The following broadly identifies the strategy to be employed by McMurry to accomplish the initial marketing assignment. i. Define tie local impacts and expectations based on the master 'plan and create a community -active communications plan to keep the citizens of La Quinta informed, engaged and excited as the development progresses. Utilize key McMurry team/La Quinta residents to inform, engage and communicate with the Agency, City Council and citizenry at large as "spokes agency" for the project. 2. Define the regional potential and challenges for SilverRock Ranch in a highly competitive resort market. With an intimate understanding of the Desert Palms Convention Bureau market analysis and plan, coupled with regional tourist experts on the McMurry team, advantage the marketing program with pre - implementation strategic planning and contacts. I N r k 3 . Understand the national opportunit,j es -land constraints for competing with established resort developments of similar programming. Utilize McMurry's exceptional relationships and access to information and markets to accelerate awareness and penetration of key market segments. 4. Explore and define unique benefits of SilverRock Ranch's position in context with the greater `Palm Springs' destination vernacular on an international basis. 5. Engage the McMurry team's global corporate, hospitality and golf resort connections to maintain constant presence in key media markets. H a x U x . a w o v� a w O o 0 d a Hcqa i z i7 H S N N S Z L u u o a Z W < V b E x Z O _ < fT-V-hi <0a a z O <w ww V < Z H u z Z zLLI m a z w y o u z < y a z U oz gu p z U W O " F H < p z d a x O vFi V F y < < in Ci W W x H E= a c z z O v j a z H V HZ J< a . z z z=<<< F, z o z aF ��- o V 0 0 i w z z U w o<e F. w< a x - d 0 O Y x Z. O -' 0 0 uc z z x rn O< --, -, c °' z U t9 F" tw < d O w< v' < U z z y ° z < F a a x 3 W i R w E+ u x x W W a z_ F u z > V F W < < Z O W+ U G9 a a z z p w< w x w w < G O z< H< w 3 x ` a W z O > V 0 F� a i x < H ti y z O z W z x z Ew �» U U E O a ? 0 0 0 <a w Z a F U V p w W 0< .wa fn w w w w a a a a C08 oL Z V d w fix. G rFy F G Q W m V a vwi w w a w Ea z a u a a x z z x x w O , d> :l < v z w O V 0 o ., w z z V a O O z z a .d -3 < U <a a 0 0 C44 z> a 7 D a 7 d m w o G �' O ' O O a < a m m U o. V o w V a w a. a y SCOPE OF SERVICES I) DESCRIPTION OF THE TASKS, SUBTASKS AND SPECIFIC DELIVERABLES THAT WILL BE PROVIDED. The RDA has outlined the minimum desired services they expect from the selected Public Affairs/Marketing firm. We will address those expectations in the order the RDA listed them. We will then list those services we will provide above and beyond the minimum requirements as it relates to our recommended approach, as detailed in Section C of this document. Development of a branding/logo plan that clearly establishes the theme and identity of SilverRock Ranch. McMurry will work in conjunction with Duane Knapp, a world-renowned branding expert (see A iii) and resident of La Quinta. His combination of branding acumen and marketing expertise in the travel/tourism industry is without rival. His combination of global experience and local market knowledge will play a fundamental role in developing a brand that will resonate with the various audiences of SilverRock Ranch. McMurry VP/Creative Director Bruce Nilsson and Senior Art Director Jodi Deros will oversee brand identity development. Both have extensive experience in logo/brand development in general and in the travel/tourism industry specifically. It was Mr. Nilsson and Mrs. Deros who lead the theme/naming initiative (in conjunction with master planner GMA) that ended with the public and City Council approval of the SilverRock Ranch name. Bxand identity development will be undertaken in parallel with branding development. - x1 Working with the McMurry team will be Mark Palmer, Principal of Palmer Design Corporation, Palm Desert/ San Diego, a graphic design specialist in golf course/resort logo development. Some 17 local golf courses and resorts already utilize his work. Creation of a comprehensive and prioritized media relations program that will effectively reach the targeted public utilizing the opportunities provided by the design, construction and grand opening phases. It is not necessary to identify specific target media at this time; general categories will suffice. Our media planning process has identified several key audiences that must be addressed if rSilverRock Ranch is to become both "a community asset — not only a recreational asset, but a financial asset as well" and "a superb destination resort." The key audiences are: Travel Agents, Convention and Meeting Planners, Golf Event Planners; Corporate Travel Planners; Hoteliers, Retail Developers; Business leaders; Civic groups; Community Affairs personnel; Recreational (passive) tourists; golfers (local, regional, national and international); Spa enthusiasts; PGA/LPGA tour directors; the foreign press and world travelers. During the design and construction phase of the project, we would target primarily the local/regional audiences and the media channels that reach them. A few months from Grand Opening we would extend our message to a select national and international audience, acknowledging that the lead-time for a foreign visitor to plan a trip is significantly in advance of the actual visit. We also must orchestrate a vigorous ground breaking event and a spectacular Grand Opening (ideally involving Arnold Palmer) assuring local, regional and potentially national press coverage. " Creation of promotional campaign elements beyond media relations that are recommended as part of a comprehensive promotional campaign for SilverRock Ranch. Once the brand is developed and embraced by the RDA, McMurry wR'l be able to bring the brand to life in all forms necessary. Likely promotional campaign elements include ongoing special events, coordinated by our local market representatives Carol Ackerman and Judy Vossler; merchandising elements designed, produced and distributed through McMurry; e-marketing programs; sales collateral; direct mail programs; outdoor boards for local awareness/civic pride; radio spots for local event awareness/golf promotion; advertisements in all pubs deemed appropriate for our myriad audience; e-commerce/ internet advertising. k In time, we see the viability of a SilverRock Ranch custom publication to aid in sustaining brand: awareness while generating traffic for the various venues at the property. Creation of a strategy to incorporate the Golf Course Operators marketing efforts to avoid duplication of effort and enhance each others capabilities. McMurry is fully aware of the need to work with other members of the SilverRock Ranch Project Team.- While discussions are yet to be had with both the Clubhouse Architect and Golf Course Operator, once chosen, we would immediately undertake a strategic analysis of their promotional/operational strengths and formulate a strategy dedicated to a collaborative work environment fostering both efficiency and success. We see McMurry's primary role as the "lead project marketer." We see the primary role of the Golf Course Operators as the "implementers" of golf course -related marketing initiatives. This distinction will create a collaborative rather than competitive environment, and by extension, efficiencies in marketing efforts. Creation of an initial message strategy and describe how the marketing "messages might change, or not change, with different target audiences. With the SilverRock Ranch brand understood, McMurry would develop copy platforms for each of the key audiences previously identified. In,so doing, we would identify key motivators for each audience. By way of example, a key motivator for golf enthusiasts would be the quality of the course design while for a spa enthusiast it would be the tranquil desert setting in conjunction with its anticipated Four/Five-Star rating. - This messaging dissection would take place for all audiences and would be tested for its accuracy. Messaging will not change when the application is general awareness/brand enhancement advertising intended to sell the whole of the SilverRock Ranch project, rather that it's individual (spa, golf, passive recreation, etc.) attributes. 3r* Creation of the collateral pieces (pri4ted and news media) and/or advertising that should be produced to support the SilverRock Ranch Project marketing campaign. Also, describe the design philosophy to be employed in the development of those pieces. Creation of collateral/advertising materials is one of McMurry's core competencies. As stated previously, whatever form the SilverRock Ranch messages needs to take, McMurry can create. TV. Print. Radio. Outdoor. Collateral. Sales materials. Video news releases. Press releases. Event marketing. Trade shows. We can, have done and continue to do it all. Underlying our development of the printed/visual media is the following design philosophy: What a person sees is a reflection of the brand. What a person hears is its echo. The disciplines that apply in adhering to this philosophy include photographic composition, use of typefaces, composition of space, word choice, sound design, music scoring, voice selection (TV/radio), paper stock, printing techniques, use of inks ... the list of skills requisite for good design is nearly endless. It is one part art, one part science, the delicate blend of which is a hallmark of McMurry. Provision of ak timeline showing when media relations and other activities will occur, and production timelines for various promotional campaign elements within each phase. Already in use at McMurry and of critical use for managing the SilverRock Ranch Project is a Communications Calendar. Across its top are the months the project will encompass. Down the' left side are the listings of disciplines to be utilized. Filled out and forming a huge grid, the Communications Calendar provides a graphic view of what's to be done and when it's to be implemented. • The communications calendar aids in developing synergy between disciplines. It identifies redundancy of effort. It aids in making adjustments to shifts in spending levels, be they up or down. Serving as the `team touchstone", each team member, while busy working on their part of the puzzle, can see how their piece contributes to the whole. In addition, McMurry's production/traffic department assigns the tasks under each discipline its own timeline, specific to the day its due, ensuring it is completed in time to fulfill its role in the Communications Calendar, specific to the month/week. Be assured, with McMurry, the RDA will know what's going on and when its due across every discipline in which we are engaged. Provision of assistance in event planning for ground breaking, pre -opening and grand opening of the golf course. McMurry will utilize the acumen, contacts and experience of two key in -market members of our team, Carol Ackerman (general event planning) and Judy Vossler (golf event planning, in coordination with Golf Course Operator). Carol has 30 years in public relations, event planning and community participation programs. Judy will provide invaluable assistance in grand opening events as well as ongoing event planning. Assistance in marketing efforts with potential resort, and boutique hotels, casitas, restaurants, and retail developers. Two key McMurry marketing disciplines would be brought to bear here. Database marketing and media planning The audiences suggested are relatively narrow markets, with specific media channels. We've already begun identifying those B2B publications that work best at reaching these audiences. This very narrow spectrum of audiences also plays into the hands of McMurry's database marketing capabilities. Targeted audiences cln be easily reached through direct mail and, more recently (and affordably) opt -in email marketing. We can also identify appropriate trade associations and trades shows that representatives from SilverRock Ranch and McMurry should become members of or attend, respectively. Finally, our ongoing relationship with GMA and Desert Troon Corporation provide McMurry additional industry insight and contacts in these specific categories of business. Developments of a merchandising plan t'ti help P romote the proieCt prior to opening of the course. ' l in with the naming of SilverRock McMurry was previously in collaboration with master planner GMA International. Ranch we applied the name (and various logo As part of that exercise, pP hats, towels, explorations) to various golf merchandise (visors, explor ) mugs) to make sure the name/brand could indeed be successfully ccessfull utilized in such a manner (it could). importance and tactical soundness of Obviously,. we see the merchandising program for SilverRock Ranch. implementing a it implemented not only during the pre -gran opening p We see phase, but also for the life of SilverRock Ranch as a powerful tool for brand exposure and revenue generation McMurry can Additionally, through our database departure McMurry can handle secured financial transactions. Thus,and sale of all facilitate the development, implementation Ranch, an ability not found merchandising items for SilverRock in most marketing firms. Services available at McMurry above and beyond Desired Services requested in the RFP: Database marketing E-marketing E-commerce (including including secured financial transactions) Web Design Newsletters E-newsletters Custom Publishing E-Publishing lI) A DESCRIPTION OF THE FIRM'S CURRENT WORKLOAD WITH FORAYED IN TO DISCUSSION OF HOW THIS PROJECT WOULD BE INCORPORATED THE FIRM'S WORK SCHEDULE g As one of the largest marketing communications firms in the Southwest, est McMurry can immediately assign and dedicate resou rces to the SilverRock Ranch account should we fortunate enough to secure it. 1701 ari cn , qR In anticipation of such, we've already initiated at search for the one team member not already in place for this account: a dedicated Account Supervisor. One outstanding candidate has already begun the review process and is presently working on separate marketing assignments with McMurry as part of the evaluation process. Until such time a candidate is found, Stephen Williams and Bruce Nilsson will jointly lead the account (Stephen strategically and Bruce creatively). Both will remain in a supervisory roll for the entire McMurry/SilverRock Ranch relationship. As significant in size as McMurry is, SilverRock Ranch would have Key Account Status, second only in size to ST Microelectronics. As such, senior level marketing/ creative personnel would run all aspects of the account. As proof, look no further than the team chart featuring such seasoned veterans as Duane Knapp, Judy Vasslor, Carol Ackerman, Mark Palmer, Stephen Williams and Bruce Nilsson. SCHEDULE REQUIREMENTS I) THE ANTICIPATED DATE FOR A NOTICE TO PROCEED IS SEPTEMBER 29, 2003. r McMurry will be able to begin work with the Notice to Proceed, with an anticipated start date of October 13, 2003. II) The agency envisions and 18-month term for these services. McMurry is aware of the term and will enter ihto the Professional Services Agreement as presented in the RFP. ATTACHMENT 3 P 00 �6 NtA n o� -tv G �x Vi • O O A J U .rb co 0 'd A � w ram+ p o� 'b g� y e�p S n .. F4M�s ��' 04 0 T F j QQ f cit ORQ OQ O S W �-+ ►-• tN ►"' to to ~ O O O u 0 u O O to to to N tH N O O O u 0 81 •! A N N Q� O O O O O O u O tr O O O u O tN b C fA rp+ u N Q� ►-+ N N N ►+ W N u r �-+ �-+ N u N O O O ry u C O S f.. 0 N h" r.+ � N �... N N N �.+ ►+ O g u u u tw 0 0 0 0 u r-+ �-. r.. ►.. ►-. u u u u u .J �.+ ►.. O u 0 � 00 to S O y u � Y+ N p � O N O� u +•+ W ►.. N �+ a+ r+ O O O u u u u O u O u u� ►+ � N �-• W O u u u O u O W N N W 8 u O O O O p O O •! 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By: Kiner/Goodsell_ Advertising Submitted: August 22., 2003, Flat billing rate for all KIG personnel on this account: ... $115/hour Proposed retainer, to cover account service time, public relations :efforts and research: $3,500/month Lo o Branding 31 000 Logo~ - $6,000' Stationery System (5,000 letterhead/envelopes/business cards; ' $17,000 1,000 note cards/envelopes,. 20,000 postcards; 2,000 folders) Promotional Items (100 shirts, 100 hats, balls, tees) $8,000 Public Relations 12 500 Groundbreaking (invitations, light ,refreshments) $1,500 Opening Events Evening Preview Party (invitations, hors d'oeuvres and $8,000 event decorations, signage and AV rentals -for 250 people) Daytime Ribbon Gutting (invitations, light refreshments $3,000 for 100 people) . Advertising (Media $198;700 - Magazines, $115,000 Newspaper (Desert Sun insert, ads & Press -Enterprise) $42500 ' Internet $4,000 ' Airport Display $79200 Sll verRock Ranch Cost Proposal by .Kiner/Goodsell Advertising -- Page 2 Misc. (event programs, sponsorships, etc.) $10,000 Video Production'and B-roll $20,000 • Collateral Materials $32,880 Rack. Cards (including production/printing/distribution for 50,000) $6, 880 Score card (25,000 quantities, based on 50,000 rounds per year) $5,000 Guide to course $6,000 -Image/Overall Development Brochure (4-color, gate=fold $7,000 brochure, quantities of 2,500 - 3,000) Photography $8,000 • Misc. $76,300 Agency Fees, ($3,500/month for. 18-month contract) $63,000 Ad Production $13,000 Not -to -Exceed Reimbursable Expenses, $300. Total Proposal Amount 351 j38Q Percent of Profit Anticipated by Age"c .20-25%0 f t" 1Lc�.4vOiusrrN le.sar�n4 A COUMV11lCAT193lf, L-L-C Our Compensation Philosophy 11WIRMU, 1 YOUR NEWS i0 YOUR MARKET Our compensation plan for your investment in our team is tailored to meet your goals, objectives and changing needs. We've found that in today's economy, clients rely on us to provide the necessary branding, marketing and communications strategies as well as tactical solutions to meet those goals. The key elements of our plan for SilverRock Ranch would include: • Emphasizing short- and long-term results and goals in addition to providing tangible tools like ads, brochures and direct mail • Converting leads to sales • Treating your money as if every dollar spent is an investment • Creating a measurable return on your investment Why A Blended Rate? We recognize that time is money and we are looking for a fair exchange between us. We want you to be satisfied that you are receiving value for your investment. We're looking to be compensated for our time, energy, relationships, skills and experience. We prefer to work with a blended rate so that we can offer a discounted package of our services at a lower rate. In other words, you are buying a block of time from the agency team at a discount. It is based on a volume relationship necessary to market a major project like SilverRock Ranch. We want you to feel we are an important part of your strategic marketing team and we offer that to you based on a favorable pricing basis. Here's How It Works • We will allot 100 hours of agency account services and public relations per month, excluding creative. • Creative is estimated per project at our discounted blended rate once the Marketing Communications plan and branding have been completed. • If the 100 hours of services are exceeded in one month, we'd like to extend some leeway -- up to 10%. • If you find it necessary to exceed that amount, then we would charge you at our agreed -upon blended rate of $ 95 for overage beginning at 11 %. • If the monthly agency hours are not fully used in any given month, we will extend you a credit and carry over these hours. Fee Based Compensation This allows both the client and agency to even cash flow in a more professional, partnership -driven way and seems to be the compensation choice of the future. Actual Expenses & Not to Exceed Allowance for Reimbursable Expenses Actual expenses are billed monthly at cost without any markup. Reimbursement is invoiced for Fed -Ex, phone, courier, photocopies, photographic scans, etc. Any actual expenses that are not in our agreed -upon marketing budget will require your pre - approval. Agency Personnel Standard Hourly Rates Blended Rate Estimated Monthly Hours Michelle McLaughlin $13 5 $95 25 John Hussar $125 $95 25 Christine Van de Yacht $135 $95 10 Trish Terry $95 $95 20 Diane Ra le $95 $95 20 100 hours Cost Per Month $115,050 $91,500 Cost Savings Per Month $15,500 Annual Cost Savings $189000 Percent of Profit We run lean at 25%. Outside Purchases 10% of gross costs. Media Placement 5% of total media placed as a fee for billing, production management, meeting and negotiation with media and defining budgets. The time spent on media planning will be paid by this fee and not deducted from account service hours. COST PROPOSAL In anticipation of the La Quinta RDA preferring to work under an annual billing arrangement commencing with the proposed start date of October 13th, we have built the proposal in two segments: Year One (Oct. — Oct.) Anticipated Costs and Year Two, Months 1-6 (Nov. — April) Anticipated Costs. Note that the rates used in calculating media expenditures are non -negotiated rack rates, thus likely inflating actual costs. All costs shown are gross figures. The manpower calculations are based on known and anticipated salaries/fees. An hourly fee schedule by discipline is attached. Items not covered by the cost proposal are called out at the end of the following page. If th.e cost proposal is in excess of the expected marketing budget, understand that McMurry will modify our marketing approach (ideally in conjunction with the RDA) to work within the budgetary parameters, while still ensuring the success of SilverRock Ranch. t=. YEAR ONE ANTICIPATED COSTS MANHOURS Bruce Nilsson Stephen Williams Account Supervisor Art Direction Copywriting Computer production Database Management Database Distribution Web/Internet Media Director SUBTOTAL SUBCONSULTANTS Duane Knapp Judy Vossler Carol Ackerman Mark Campbell SUBTOTAL MEDIA f Ground Breaking Event Public Use Facility Opening (assuming rnonth 9-I2) SUBTOTAL Ground Brezaking Event YEAR ONE TOTAL FTE -33 •33 I.00 .50 .50 .50 .50 .50 .25 .25 $478,000 $ 24 K/project fee $ 3 K/month $ 3 K/month $I2K/project fee $I08,000 $ 37,000 $ 36,000 $ 73,000 $ 25,000 $684,000 Not included in either section of this cost proposal are unusual expenses such as aerial photography, celebrity endorsement fees or activities beyond the initial scope of work. Also not included are certain hard costs associated with final work product such as photography, printing, talent fees, video, music rights, etc. Our expected profit margin is 20 YEAR TWO, MONTHS I-6 MANHOURS Bruce Nilsson Stephen Williams Account Supervisor Art Direction Copywriting Computer Production Database Distribution Web/Internet Media Buyer SUBTOTAL SUB -CONSULTANTS Judy Vossler Carol Ackerman SUBTOTAL MEDIA Outdoor (2 boards, E/W facing, main arteries) Local Newspaper, Grand Opening Local Newspaper, Weekly Golf Offer Feeder Market, Sunday Section (O.C, L.A. S.D.) (Monthly Pilacement) In -Flight (America West), Monthly The Ritz -Carlton in -room magazine-$14,190 value Arrive Amtrak on board magazine - $13,60o value SUBTOTAL GRAND OPENING EVENT �!. CONTINGENCY Direct Mail Radio Other YEAR ONE TOTAL FTE •33 -33 I.00 •75 •75 .50 50 .25 .50 $262,000 $ 3K/month $ 3K/month $ 36,000 $ 60,0o0 $ I2,000 $ 6o,000 $200,000 $ 54,000 FREE FREE $386,000 $ 25,000 $ 30,000 7' ,000 SERVICE FEE SCHEDULE Creative Director $150 Strategic Director $150 Database Management $115 Media Director $II0 Account Supervisor $ 85 Art Director $ 85 Copywriter $ 85 Media Buyer $ 8o Web/Internet $ 75 Research $ 65 Production Artist $ 6o et• ATTACHMENT 4 P.O. Box 1504 78-495 CALLE TAMPICO LA QUINTA, CALIFORNIA 92253 September, 19, 2003 Dear (760) 777-7000 FAX (760) 777-7101 This letter is to confirm your invitation to appear before the City of La Quinta's. Redevelopment Agency on Tuesday, September 30, 2003, at , to interview for the role of "Public Affairs/Marketing Firm" for SilverRock Ranch. Interviews will be limited to fifty (50) minutes. You will be granted twenty (20) minutes to make a presentation on your firm. The remaining thirty (30) minutes will be reserved by the Agency for a question/answer period. You should plan on a very limited set-up time of between 2 to 5 minutes. The all-inclusive eighteen -month budget for pre -opening marketing has been estimated at $500,000. The Agency has been provided a copy of your original proposal and asks that you address in your presentation any alteration to that proposal in consideration of the $500,000 budget parameter. Please contact Debbie Powell or me at (760) 777-7035 if you have questions.. Thank you. Sincerely, h L Mark Weiss Assistant Executive Director List of recipients: Mr. Stephen Williams McMurry, Inc. 1010 E. Missouri Ave. Phoenix, AZ 85014 Ms. Michelle McLaughlin McLaughlin Marketing & Communications 41800 Washington St., No. B105-317 Bermuda Dunes, CA 92201 Ms. Kim Allison inOne Advertising & Design 4021 N. 75th St., Ste. 101 Scottsdale, AZ 85251 Ms. Lea Goodsell Kiner/Goodsell Advertising 73-101 Highway 111 Palm Desert, CA 92260