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Sweet - Spot — tài liệu 106 trang từ thư viện sách tennis.

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Tóm tắt nội dung (trích từ tài liệu gốc): Is This Guide for You? Before you begin, the reader will benefit by understanding who this Guide has been written for. ! It is a Guide, not a detailed planning manual. The appendices point to more detailed resources when more technical information is required. ! It is written for the Canadian context � national, provincial and municipal. The language, references to taxes, descriptions of permitting processes, and many funding options are oriented to Canadian policies and practices. However, there are many concepts that can apply elsewhere. ! The focus is primarily on community tennis operation

Lưu ý: Nội dung dưới đây được trích xuất tự động từ PDF gốc tiếng Anh, giữ nguyên ngôn ngữ để bảo toàn độ chính xác kỹ thuật.


Nội Dung Gốc (Tiếng Anh)

Is This Guide for You?



Before you begin, the reader will benefit by understanding who this Guide has been written for.



     ! It is a Guide, not a detailed planning manual. The appendices point to more detailed

          resources when more technical information is required.



     ! It is written for the Canadian context � national, provincial and municipal. The

          language, references to taxes, descriptions of permitting processes, and many funding

          options are oriented to Canadian policies and practices. However, there are many

          concepts that can apply elsewhere.



     ! The focus is primarily on community tennis operations, a facility where the average

          community resident and taxpayer can come and play tennis � without substantial

          initiation or ongoing fee barriers. To us, "community" means everyone.



     ! There is an emphasis on the development of partnerships between a community not-for-

          profit group and the public sector. The primary targets for partnership are local

          governments, but it could be a University or College. In Canada, community recreation

          facilities are the jurisdiction of the local Municipality or Regional District or County �

          with the possibility of funding support from the Province or through Infra-Structure

          Grants (which are Provincial-Federal-Municipal partnerships).



     ! There is an emphasis on indoor tennis facilities but the guide may be useful if you are

          planning an outdoor facility. The indoor emphasis is because such facilities are so

          much more cost effective in our Canadian climate at meeting tennis needs on a year

          round basis.



In summary, this Guide is for tennis players and tennis facility advocates who understand that

some of their taxes support community recreation facilities and they want to advocate for a

community tennis facility as part of this delivery system.



It follows that if you are a facility developer (either private or not-for-profit) with the resources

to develop a facility without any public partnership funding, the partnership aspect of the

Guide is not directed at your requirements. However, you will find sections useful in the

construction aspects of developing a facility and, at a minimum, some additional concepts and

resources to which you can direct your consultants.



Funding for the development of the Finding the Sweet Spot: A Step by Step Guide to

Community Tennis Facility Development came from Tennis BC and Tennis Canada.



To obtain either a Digital Version (pdf format � no charge) or a Print Copy of this Guide (for a

printing and handling cost), please contact Tennis Canada (www.tenniscanada.ca).



All groups are permitted to copy material and use charts, tables and quotes from this Guide in

any written proposals or presentations they develop to meet their goal of advocating for tennis

facilities.

How to Use This Guide



We start with a four page Overview of the Guide which will likely be of interest to all readers,

and will help you choose where to go from there. You may not be part of the primary focus

audience for this Guide, and may be looking for help in a few specific parts of the facility

development process. Reading the Overview will give you some indication that the information

you are seeking is addressed in this Guide, and direct you to those specific sections. (See the

tab indicators in the right margin).



It is important to cover all the bases when planning and advocating for a new facility, but it is

just as important to do things in the right order. As a result, the 14 steps in the four phases

are laid out assuming you have either completed the previous step, or that in the specific case

of your development process, a previous step does not relate to your scenario and can be

skipped.



While your provincial Tennis Association and Tennis Canada can usually provide support and

good ideas to your project, and often can advise you through the steps, these organizations are

not capital funding bodies. For advice and support, it is always a good idea to contact them in

the early stages of your particular project to get them on board at the beginning of your

process.



We hope that following the step by step approach, and using the templates and worksheets in

the Appendix, you can gather support and development partnerships to bring a community

tennis facility to reality.



Appendix H contains a Finding the Sweet Spot Scorecard tool that you can use to track your

progress in this challenging process.



Good luck!



Kevan Tisshaw, Editor



     Tip: Here are some terms that are used in this Guide



         Community Tennis Organization: Your group wants a local tennis facility. It

         may be a local club, a collaboration of more than one club, or simply a group of

         tennis players that wants to advocate for a new facility. We have shortened it to

         Your Group for convenience.



         Community Tennis Facility: The new facility you want to build. Your group

         might not eventually own it, but it will be a local facility that is available to local

         citizens who want to play tennis at all levels. It will benefit those players and

         others in the community.



         Not-for-profit organization: Different Provinces have slightly different legal

         entities to house non-profits (e.g. Society Act in B.C.). This not-for-profit

         organization reference is to any legal entity with aspects such as a registry of

         members, an elected Board of Directors, By-Laws and a Constitution, financial

         reporting rules, etc. Please substitute the legal name for similar organizations in

         your Province or Territory.



         Your City: Just substitute the name of your community wherever we use this

         phrase.

Table of Contents



Is This Guide for You? ............................................................................................................................................................ ii



How to Use This Guide ......................................................................................................................................................... iv



Overview: An Appropriate Approach to Facility Development........................................................................................... 1



Step 1 Developing an Effective Community Tennis Organization ........................................................... 8



   Assumptions about Your Group............................................................................................................ 8

   Can you Answer These Questions About Your Group? ........................................................................ 9

   Timeline to Completion: Preparing for a Long Journey.......................................................................... 9



Step 2 Preparing for the Journey: Researching ............................................................................................... 12



   Clarifying Public and Private Sector Tennis Interests .......................................................................... 12

   Clarifying Partnerships between the Sectors....................................................................................... 14

   Is Your Project a Partnership?............................................................................................................ 15

   A Public Sector Arrangement ............................................................................................................. 16

   Steering Group Role in a P3............................................................................................................... 16

   Introduction to the Concept of "Public Good" ...................................................................................... 17

   Researching Existing and Future Community Recreation Facilities..................................................... 17

   Inventory of Tennis Courts in Your Catchment Area ........................................................................... 19

   The Consultation Continuum: from informal advice gathering to formal presentations ......................... 22

   Taking Stock at the Completion of this Research Step........................................................................ 23



Step 3 Develop a Statement of Need................................................................................................................... 25



   Making the Case for Tennis Delivering a "Public Good" ...................................................................... 25

   The List of Public Benefits.................................................................................................................. 26

   Customizing Public Good Service Objectives to your Project. ............................................................. 26

   Summary of Public Good Attributes as a Lifetime Sport...................................................................... 28

   Preparing your Statement of Need ..................................................................................................... 29

   Why Year Round Organized Tennis? Top 10 Reasons from Tennis BC.............................................. 30



Step 4 Characterise the Scope of the Facility................................................................................................... 31



   Determining a Written Project Scope (Project Vision) ......................................................................... 32



Step 5 Assessing Your Funding Capacity............................................................................................................ 34



   Capital Funding Sources for Your Project ........................................................................................... 35

   In Summary ....................................................................................................................................... 38



Step 6 Select an Appropriate Operating Model ............................................................................................... 39



   Why is the choice of an Operational Model Important? ....................................................................... 39

   What Model Works For You? Checking The Criteria........................................................................... 40



Step 7 Understanding Facility Site Assessment, Design and Construction......................................... 41



   Critical Paths and Construction Costs Budgets................................................................................... 41

   Planning and Design Considerations.................................................................................................. 42

   Review of Outdoor versus Indoor ....................................................................................................... 43

   Indoor Facility Types .......................................................................................................................... 43

   A Creative Alternative:........................................................................................................................ 43

   What Are Soft Costs? ......................................................................................................................... 44

   Reviewing Site Requirements............................................................................................................. 45

   Tennis Surfaces................................................................................................................................. 45

   Lighting and other Accessories and Amenities.................................................................................... 45



Step 8 Select a Site and Facility Type ................................................................................................................... 46



   Stakeholder Consultations To Help Select Potential Sites................................................................... 46

   Other Public Bodies Consultations ..................................................................................................... 48

   Factors in Tennis Facility Site Location: Matrix to Identify Sites........................................................... 48

   Support Amenities in the Facility Design � Yes or No ......................................................................... 49

   Planning points when researching facility options ............................................................................... 50

   Comparing Facility Construction Types .............................................................................................. 51

   Capital cost of construction analysis: Comparing Costs ...................................................................... 53

   Architects for the Project .................................................................................................................... 53



Step 9 Estimate Capital Costs .................................................................................................................................. 54



   Key Decisions at This Point: Rough Estimate or Detailed Estimate..................................................... 54



Step 10 Prepare an Operating/Programming Plan ........................................................................................ 57



   Tips on Approaching this Plan............................................................................................................ 57

   Terms and Definitions in Recreation Operations................................................................................. 58

   TENNIS PROGRAMMING : A Special Guide Byline from Wayne Elderton, Grant Connell Tennis

   Centre................................................................................................................................................ 60



Step 11 Develop a Business Plan or Project Proposal .................................................................................... 63



   Differences between a Business Plan and Project Proposal ............................................................... 63

   Sections to Address in a Business Plan.............................................................................................. 63

   Canadian Tennis Participation Facts .................................................................................................. 65

   Project Proposals � Know Your Reader/Listener ................................................................................ 66



Step 12 Implement an Advocacy Plan .................................................................................................................. 67



   From Advice to Getting Results.......................................................................................................... 67

   Tips on PowerPoint Presentations...................................................................................................... 70



Step 13 Managing Facility Construction ............................................................................................................. 71



   Terms and Concepts.......................................................................................................................... 71

   Construction Challenges .................................................................................................................... 72

   Keeping on budget � role of the Steering Committee.......................................................................... 73

   Some Thoughts for Your Steering Group............................................................................................ 73



Step 14 Preparing to Open and Play...................................................................................................................... 74



   Hiring Suitable Staff ........................................................................................................................... 74

   Sticking to Your Program Plan and Mix .............................................................................................. 74

   Meeting Budget � getting Players Active and Registering for Programs .............................................. 75

   Preparing for a Welcoming Organization- ensuring a quality experience ............................................. 75

   Preparing a Marketing and Advertising Plan ....................................................................................... 75



Appendices............................................................................................................................................................................ 1



   A. Background Context for a Statement of Need.................................................................................. 1

   B. Other Sources of Tennis Structure Project Information .................................................................... 3

   C. Examples of Operating Models and Facility Types Across Canada.................................................. 5

   D. Six Tennis Operating Model Case Studies ....................................................................................... 8

   E. GCTC, UBC and Cedar Hills Detail Financials............................................................................... 14

   F Planning Templates ....................................................................................................................... 17

   G Costing Case Study...................................................................................................................... 21

   H: The Sweet Spot Scorecard for Your Group ................................................................................... 26

Overview: An Appropriate Approach to Facility Development



The colours used in this Overview diagram are coordinated to the colours in the

edge tabs of the Guide. A description of each step and how completing the step

might benefit your group or organization, is on the following pages.



                     Step 1 Form an         Step 2: Preparing for the                Group Decision: Are we

                    Effective Tennis         Journey: Researching

                 Facility Development                                                prepared to invest further

    Phase 1          Steering Group                                                      time and energy?

Gettting Ready



                  Step 3 Develop a                                Step 5: Assessing     Step 6: Choose

                 Statement of Need

                                                                    Your Funding     preferred Operating

  Phase 2                                                              Capacity      Model for the facility

Conceptual



 Planning



                                            Step 4: Characterize

                                                  the Facility



                                                                           Group Decision : Can we move

                                                                             to detailed planning, with its

                                                                                    time and costs?



     Phase 3     Step 7 Understanding       Step 8: Selecting a Site and             Step 9: Estimate Capital

Detail Planning        Facility Site                 Facility Type.                             Costs.



                 Assessment, Design

                   and Construction



                 Step 12: Implement an      Step 11: Develop a Business                 Step 10: Prepare an

                    Advocacy Plan           Plan and/or Project Proposal.            Operating Programming



                                                                                                  Plan.



                    Group Milestone: All    Step 13: Facility                        Step 14: Preparing to

                 funding and licensing and   Construction                               Open and Play



     Phase 4          permits in place!

Implementation



                 Tip: Success comes from doing the



                 appropriate step in the right order.



                                                                                                                                        Page 1

Getting Ready Phase: Steps 1 and 2                                    Benefits to your organization



STEP 1: Develop a Community Tennis Organization.                      This process will assist in

Analyse who should be in your Steering Group to make                  group dynamics so that

it most effective. Define how this group will operate                 misunderstandings and

within your organization (if there is a primary                       miscommunication do not

organization).                                                        divert your focus.



STEP 2: Preparing for the Journey: Researching. Before                To optimize success, Your

you captain a sailing trip to a new country, it is best to            Group will benefit from a

study charts to identify reefs and harbours, and                      primer in operating

research the culture of the ports where you will stop.                models, facility

Similarly with planning and developing a tennis facility,             construction, fund-raising,

there are specific maps for this process. What are your               and conducting some

operating choices? How does public recreation work in                 insights on past and

your community? How are these facilities funded? How                  future public recreation

are local decisions made? Another aspect of researching               facility developments. Staff

is taking advice from key community stakeholders.                     and political contacts can

Lastly, a tennis court inventory and approximate tennis               give you some useful

player market estimates are important at this point.                  information.



Conceptual Planning Phase: Steps 3-6                                  Benefits to your organization



This phase assumes you have an organized and prepared steering group  This work becomes the

organization in place.                                                basis of your rationale and

                                                                      communication messages

STEP 3: Develop a Statement of Need. Through                          as you move forward to get

understanding the concept of "public good", an analysis               political support.

of direct and indirect community benefits should be                   This document becomes a

undertaken if any taxpayer funding is anticipated.                    framework for your facility

                                                                      site choices and planning.

STEP 4: Characterize the facility. This includes broad                It helps you focus on

brush planning indicators such as number of courts                    optimal solutions. You

and other related spaces best suited to meet the                      may revisit this step if a

identified needs. Assess what might work given the                    potential partner surfaces.

location and size of your community (i.e. is land

relatively available or scarce?) and the planning values              This work steers you to an

and bylaws of the local community (e.g. a bubble facility             appropriate operating

may not be permitted in some communities). This is also               model and determines

a time to consider the strategic advantages of partnering             whether you need partners

with a developer, or a College/University, or another                 to proceed.

not-for-profit because they have sites (and perhaps

change rooms and other shared amenities.)

STEP 5: Assessing your funding capacity. Although

Your Group does not yet know the capital cost of

building a facility (that comes later), this step helps you

understand the broad scope of land and facility

construction costs in your community, and how to

measure your capacity to meet these projections.



Page 2                                Finding the Sweet Spot

STEP 6: Select the appropriate Operating Model. The                              This decision will ensure

emphasis in this step is to clarify what your capacity is                        your partners and project

to fund the development without partners and how Your                            supporters understand

Group would like the facility to be operated after it is                         what happens after the

built. The first may dictate aspects of the second; if you                       building is built. It will

have public funds to help build the facility, there may be                       also dictate aspects of

some restrictions on how it is operated. Knowing the                             your business plan for

partnership options allows Your Group to negotiate.                              operations.



Decision Time:



The results of the first 6 steps render a "go/no go" decision.

Do these initial steps indicate Your Group can invest in more

detailed planning?



Detailed Planning Phase: Steps 7-12                                              Benefits to your organization



Assumes you have some concept of what type of facility you want, how you

will fund it, and, if required, a preferred partnership model to build and

operate it.



If it looks like your local municipality may build and operate the facility you

are envisioning, your role in this phase is much simpler.



STEP 7: Understanding Facility Site Assessment,                                  This work primes Your

Design and Construction Before proceeding to detailed                            Group to make educated

site and facility solutions, Your Group needs to review                          choices and decisions on

the range of construction methods, site development                              what, where and how to

issues, tennis playing surface choices, and additional                           build.

factors to consider when proceeding further. Many

important tradeoffs will affect building costs and

operating budgets.



STEP 8: Selecting a Site and Facility Type Choosing                              This creative work allows a

a site may not have been an issue to date � you may                              choice of solutions to be

have had an ideal site in your plans. However, if there is                       entertained by the Group.

not an obvious site choice, it is important to consider                          Often the initial site the

what type of site will (or will not) be suitable before                          group identifies does not

capital costs are estimated. Then, after looking at site                         work after some enquiries

choices and partners, which facility construction                                (other plans for it in place,

method is optimal? Does the site already have tennis                             etc.). In the end, this

facility support facilities in place � i.e. registration and                     process should point you

control point, lounge, change rooms, storage, and                                to both a site (which often

offices? If yes, then some of the most expensive aspects                         comes with a partner) and

of the new facility are not required, and the focus can be                       the type(s) of facility

on the new tennis court envelope integrating with the                            construction method that

existing facility. If no, then Your Group needs to assess                        will work for the site.

where these amenities are best located.



                                                                                 Page 3

                                                           Benefits to your organization



STEP 9: Estimate Capital Costs It is now time to look      This work allows you to

at examples of capital costs for various facility types,   realistically look at the

and how to adapt the examples to your local conditions.    scope of funding required

Your Group will need the services of an architect and      for the project.

other professionals at this stage, as you will need a

conceptual drawing and possibly a set of general

specifications to estimate capital costs.



STEP 10: Prepare an Operating/Programming Plan             A solid tennis business

This step is required to give confidence to your           savvy budget and program

supporters and Group members, and to those whose           plan is a requirement of

support you need (i.e. public funders) that the facility   banks, developers and

will operate to recover its operating costs, and perhaps   public bodies who invest

even be able to meet building loan payback conditions.     or lend money. It also is

The Plan includes your revenue expectations,               important to excite your

expenditure predictions and programming/operating pro      supporters with the details

forma. The theory and best practices in programming to     of what types of

generate revenue is documented in this step.               programming, pricing and

                                                           fees will be offered with

                                                           the new facility.



STEP 11: Develop a Business Plan and/or Project            These modules move your

Proposal The results of previous steps need to be          project forward, or at

succinctly packaged as you approach funders, partners      least, gives you documents

and your own members for their financial support. The      from which you can get

more questions it anticipates and answers, the more        concrete feedback to

broad benefits and needs important to the local            address in future planning

community it demonstrates, and more detailed and           and presentations.

realistic its financial projections, the better.



STEP 12: Implement an Advocacy Plan A coordinated          This piece ensures the

approach to communicate your Proposal and its benefits     project has the best

to any person who can influence its outcome is             chance of gaining

important at this stage. The message (including            momentum and public

financial projections) must be consistent. Who will brief  capital development funds.

your Member of Parliament? Your MLA? Your local

Councillor or Trustees? Local health advocacy

organizations? Where can you generate support?



        Decision Time:



        The results of the first 12 steps render a "go/no go"

        decision. You won't be investing in any detailed design

        costs until such a decision is confirmed.



Page 4  Finding the Sweet Spot

Implementation Phase: Steps 13 and 14                       Benefits to Your Organization



Assumes you have the partners, site, and funding in place.



STEP 13: Facility Design/Construction It is now time        Without proper

to determine how you will design and build your project.    management, facility costs

Your Group will review options, select one and proceed      can go over budget. It is

accordingly depending on which option you have              very important to choose

selected. It also looks at how to oversee the quality and   your design/construction

costs of the facility. If you have succeeded in having the  team and manage the

public sector build the facility, they have the expertise   project to completion.

and procedures to undertake this step.



STEP 14: Preparing to Open and Play This step looks         Financially, at this time,

at key actions to have a progression of successful initial  your organization may

years of operation.                                         need a successful start.



Picture: Grant Connell Tennis Centre, Viewing Lounge.



                                                            Page 5

Getting Ready Phase                                                                            Step 1



                              Developing an Effective Community Tennis Organization



Purpose of this Step:



    � Document the benefits of having a broad coalition if advocating with the

          public sector



    � Set Your Group up to function efficiently and effectively



Scenarios targeted in this step:



    � If you are a not-for-profit tennis organization which already has an optimally

          functioning Board that will also champion the project through the

          construction phase, this step may be redundant.



    � If you are a developer with a competent management team ready to proceed,

          this step is not required.



    � However, if you are a relatively loose-knit group of tennis players with a

          common cause (i.e. get a facility built) or a special Committee within an

          organization responsible for managing the construction process, this step is

          targeted to you.



Assumptions about Your Group                     Your Group may be:



� You have in place a core group or               � a coalition of individual tennis

    association of tennis enthusiasts that want       players who gather for the

    a tennis facility to serve your community.        purpose of developing a

    The scenario is one where:                        community facility



    a) no suitable facility exists in the         � a coalition of community tennis

       community;                                     groups who gather for the

                                                      purpose of developing a

    b) the facility(s) that is in place is at         community tennis facility

       capacity or the fees are beyond the

       means of the average tennis player;        � a Board of a tennis not-for-

                                                      profit organization

    c) the community has "good weather only"

       courts that you want to transform to an    � a working Facility Development

       all weather facility.                          Committee of a tennis not-for-

                                                      profit organization reporting to

� Your Group wants to establish a vision and          the Board

    move to action to realize the concept.

                                                  � a steering group put together by

� The group has agreed that to benefit                a developer

    yourselves and your community, you are

    prepared to do the hard work to meet, plan    � a working Facility Development

    and advocate to realize your goal.                Committee of a public

                                                      organization (or university)

� The Group wants to proceed strategically �          reporting to the Director or

    research your options, prepare materials          Council or Recreation

    and presentations to move your project            Commission

    forward.

                                                 For the purposes of this Guide,

                                                 your steering group or association

                                                 or coalition is referred to as "Your

                                                 Group".



Page 6                        Finding the Sweet Spot

Can you Answer These Questions About Your                      "The early-in-the-process meeting               Step 1: Form an Effective

Group?                                                         time we invested was vital to our           Tennis Facility Development

                                                               eventual success. The two partner        Steering Group

    � Does Your Group have a unique                            not-for-profit organizations had

          and representative name?                             different cultures. The orientation

                                                               meetings of the Millennium Sports

    � Have you looked at roles and                             Facility coalition helped us to

          expectations of each member?                         understand how each organization

                                                               worked, get consensus of what

    � If a new group or a coalition,                           facility we really wanted, and elect a

          have you spent some meeting                          rotating Chair, a treasurer and a

          time getting to know one                             secretary."

          another?                                             Alan Webster, PIBC, Vancouver.

                                                               Partner in the NP3 Millennium

    � Have you done your preparation                           Sports Centre Facility.

          research BEFORE reaching out

          to seek funds?



    � Have you made Your Group as

          strong and prepared as possible?



    � Have you recruited professionals

          with skills that will be needed?



Timeline to Completion: Preparing for a Long

Journey



As you ask volunteers to join the group,                       "My advice to the champions and

many will ask "How long will it take?" A                       leaders of a community group

realistic answer is "a long time � perhaps                     advocating for a tennis facility is be

five years" if you are going to work with                      adaptable, be flexible, and be patient.

a public sector partner or work at                             Give your development project

advocating a public sector facility. It                        members a voice, listen to their

could be a long 5 set match without a                          thoughts so they feel truly part of the

tiebreaker.                                                    process and stay for the long haul. It

                                                               is time-consuming and will test your

More than that, your plans will change                         patience, but at the end of the day,

(or be changed for you) many times over                        this will pay off."

during the planning period. You will                           Derek Strang, Chief Operating

think you have a solution, then out of                         Officer, Tennis Canada

the blue, the solution will fall apart, and

your group has to go back and find

alternative solutions.



At times, the solutions to overcome

barriers may be less than optimal, but

the public sector partner may be trying

to appease many groups and interests.

Your flexibility and adaptability will help

your public partners, and will be

appreciated in the long term.



In this process, your group leaders need

to ensure all group members have a

voice and have a stake in the project �

giving them reason to stay until project

completion.



A Step by Step Guide to Community Tennis Facility Development



                                                               Page 7

Tips to Make Your Group Stronger



Does Your Group        You want public officials to remember the name, and to associate it with

have a unique and      reasonable resonant messages. Examples: The Your City Coalition for

representative         Public Tennis. The Healthy <Your City> Group for Community Tennis

name?                  Association.



Have you looked        If you are not already a not-for-profit organization, it is not necessary that

at roles in Your       you incorporate into one. However, when working with public officials

Group?                 and/or developers, you want to present an organized, cohesive and

                       relatively substantial "face" to the community. Elect a Chair, Treasurer,

                       Communications Officer (ensuring decisions at meetings are recorded, all

                       communication filed). Think of the Chair as a person with passion about

                       the project, but also with skills of listening and ability to build positive

                       internal (in the group) and external (in the community) relationships.



If a coalition, have   It will help downstream in your process if at the  Tip: The word

you spent some         first meetings you get to know one another.

meeting time           What skills do you bring? What personally          Club has its pros

getting to know        motivates you for this advocacy process? What      and cons. Even if a

one another?           do you hope the facility will do for Your City?    publicly accessible

                                                                          Club is at the core of

Have you looked        Even in your first stages as a Group, write down   the initiative,

at basic               key messages that all group members agree to       consider the

communication          follow (in their own style and words � try not to  possible narrowing

protocols in Your      be too prescriptive). You do not want to confuse   connotations of the

Group?                 the Mayor or community Recreation Director by      word `club'.

                       one group member saying to them: "We want

                       the public sector to run it and we only need 2

                       courts" and then a week later another group

                       member tells the same people: "We want to be

                       an independent club with 8 courts and have big

                       tournament events."



Have you done          Sometimes you only have one window of

your preparation       opportunity to approach your funders. Or remember the old saying about

BEFORE reaching        first impressions. Try to get initial communications right. Make sure you

out to seek funds?     go to any initial meetings prepared and have followed the steps in this

                       Guide to research, for example, what type of operating model you prefer

                       (and why), what the range of capital costs might be, and, most importantly,

                       that you are clear on the public benefits of your proposal. Consistently

                       communicate these themes in your presentations. If you appear prepared

                       and organized at these initial presentations, you are likely to generate

                       momentum to move further.



Have you made          The more diverse, more inclusive and more representative your group can

Your Group as          become, the better. Public bodies generally prefer coalitions of groups,

strong as possible?    rather then multiple presentations by multiple groups. Are there other

                       informal tennis clubs, PE teachers, college Athletic Directors, whom you

                       can invite to join Your Group? Do public officials see a group that has

                       representatives from different ages and cultural communities? It does not

                       mean that all supporters have to be at group planning meetings (in fact, a

                       task force steering group that is small and focused can move the project

                       forward). Supporters can still add value and feel involved through group e-

                       mails to communicate progress supplemented by occasional large group

                       meetings. Their support at critical times (e.g. when Council is voting on a

                       budget that includes your potential facility) is important.



Have you recruited     Are there any architects, engineers, business planners, media relations

professionals with     professionals, graphic artists, writers, or accountants in your Steering

skills to assist Your  Group? Having the guidance and volunteer resources of these skill sets

Group?                 will be useful in the advocacy process.



Page 8

Getting Ready Phase                                            Step 2



                     Preparing for the Journey: Researching



Purpose of this step:



    � Understand how the public sector (your local government) could support

          your tennis project, and start to build these relationships



    � Prime Your Group to apply the concept of Public Good

    � Guide you to research your local community Master Plans, past public



          partnerships and grant funding to recreation groups

    � Complete an inventory of existing tennis courts, with details of their use, to



          understand what is already available within the market place

    � Create an initial market assessment of tennis players to show how many



          users are predicted to use a proposed facility



Scenarios targeted in this step:



    � If Your Group has no requirements for public support or partnerships as you

          have secured the necessary land and funds to build your facility, your focus

          in this research step may be with the inventory of courts and player market

          research which may be important to your business plan.



    � However, this step is written for you if Your Group is going to:

         o advocate that your local municipality build a tennis facility

         o need public partners to provide land or funding to build a facility

         o coordinate a third party public-private facility in your community



Clarifying Public and Private Sector Tennis Interests



As Your Group meets to plan your prospective facility, you need to have an

understanding of the three sectors which provide recreation services and facilities in

Canada, and where you stand as you move forward.



Each sector plays a different role, meets different types of needs, and makes

decisions in a different way. Arguments which are compelling to one sector may not

even apply to another. A summary of the three sectors is provided in the following

table. For a more in depth discussion, refer to Appendix A.



Page 10

               Not for Profit Sector  Public Sector (Your City)     Private Sector



How            A Non Profit           A public corporation like a   A private company,           Step 2: Preparing for the

structured     Society. owned by      city or town or a             incorporated and          Journey: Researching

               its Members and        University, operate under     registered provincially

               incorporated           provincial legislation.       or nationally, is owned

               under a provincial                                   by its shareholders

               Societies Act.                                       (owners).



How            Members elect a        All citizens elect a Council  Owner (often

controlled     Board of Directors     which controls the            shareholders who elect

               which controls the     organization and operates     a Board of Directors)

               organization and       the facilities using hired    which controls the

               operates the           staff and/or volunteers �     organization and

               facility through       often through its Parks       operates the facility by

               volunteers and/or      and Recreation                hiring staff to do the

               staff.                 Department or a               work.

                                      Contract-for-Services

                                      Operator.



Who's          The members'           The interests of all          The shareholders'

interests are  interests; the more    citizens (including users     interests; the more

being          successful the         and non users), they need     successful the facility,

protected      facility, the more     to believe that they all      the more return on

               benefits to them.      have a stake in the facility  their investment.

                                      whether they use it or not.



How financed   Once all capital       Once all capital and          Once all capital and

               and operating          operating costs are           operating costs are

               costs are              calculated, the users pay     calculated, users pay

               calculated, users      those costs minus a           all those costs plus an

               pay exactly those      subsidy that is sometimes     additional amount

               costs (any excess      injected into the system      called profit that is

               or shortfall is        by taxpayers. In fact, in     returned to the

               carried forward to     most community                shareholders.

               a subsequent           scenarios, if there is no

               year).                 need for subsidy, there is

                                      no need for public sector

                                      involvement. The subsidy

                                      is most often for land and

                                      capital building costs, but

                                      could include an

                                      operating subsidy.



How used       Used only by the       Used by the general           Facility used by any

               members (unless        public, with some             and all tennis players

               they decide            prioritization by type of     who can afford the

               otherwise) who set     user based on public          costs.

               priorities for use of  values.

               various

               membership

               categories.



                                                                                    Page 11

Clarifying Partnerships between the Sectors



To summarize the three sectors outlined above in regards to tennis facilities, the

following definitions apply:



    � Municipal/Public Operation Taxpayers, through their Parks and Recreation

          Department, build and operate tennis facilities on public land. User fees are

          set based on the philosophy of the municipality � but usually allow wide

          public access. Tennis group may advise and volunteer for the operation.



    � Not-for-Profit Operation. Not-for-profit registered society owns land (or

          leases property at a subsidized or non-subsidized rate), raises capital to build

          the facility, and operates the facility. Member users are charged fees sufficient

          to recover all operating costs and pay off the capital investment - without

          municipal (public) influence on the amount of these fees or on priorities of

          use.



    � Private Operation. On private land, with private capital, without use

          agreements with municipal/public sector. Fees established by market

          conditions to maximize profit for owners.



As Your Group looks at building an accessible tennis facility, you have two major cost

challenges. The first is acquiring the land on which to build the facility, and the

second, the construction costs of the facility itself. You may later determine that the

ongoing operating costs (after the facility is built and paid for) can be recovered

through user fees.



To meet these funding challenges, there are two combinations (or partnerships) of the

above sectors that are often found in community tennis operations. As some public

land is used for sports fields, arenas, pools, etc. it is reasonable to think that they

can also be used for a tennis facility � as long as the community has access. The

trend in many municipalities is to supply land to a not-for-profit group under the

condition they will build and operate a facility on it � without public funds.

Sometimes a municipality will even provide some facility construction funds, but

want the not-for-profit group to operate the tennis facility. This is called a Not-for-

profit Partnership with the Public Sector.



In summary, a definition of a Not-for-Profit - Public Partnership (NP3) is an

arrangement where the municipality provides land and/or a contribution (possibly in

the form of a loan) of capital funds to a not-for-profit organization which then builds

and operates the facility. Sometimes the Not-for-profit organization is required to pay

back the municipal building loans from the surplus revenue in ongoing operations.

The Not-for-profit organization usually operates with guidelines ensuring public

access, with caps on fees in an approved business plan.



In Canada, School Boards, Universities, and Colleges are another type of public

sector institution with significant land holdings. There are occasions where these

institutions look for community partners (the municipality and/or not-for-profit

community groups) to build sport facilities � including tennis. These institutions may

also be approached by Your Group.



Another partnership variation that may be considered includes the private sector.

Perhaps there is a developer who is not able to project a viable profit operation in

their business plan if he/she must purchase the land for the tennis operation, but

can make it work if land is provided by the public sector. The developer has the

capital and expertise to build and operate a facility if the public sector provides the

land. The benefit to the municipality is they do not have to use taxpayer funds to

construct the facility, and with its land contribution, it can ensure there is public



   Page 12

access and tennis recreation opportunities for its taxpayers.                                           Step 2: Preparing for the

                                                                                                     Journey: Researching

Public-Private Partnerships (P3) come in many different varieties, but can be

defined as arrangements where the municipality provides public land with a private

company providing capital to build and then operate a facility at a profit. In some

P3s, there is a 30+ year transfer back of land and facility to the municipality to take

over the operation. This has been called a BOOT (for Build, Own, Operate and

Transfer). For the municipality, the land appreciates. After 30 years it can decide

whether to continue the operation or make a new arrangement. P3 facilities are

usually open to the public, with caps on fees and an approved business plan with the

municipal/public partner.



Is Your Project a Partnership?



Following the above definitions, Your Group is in a public partnership if the answer is

YES to either or both of these questions.



     1. Your tennis facility will be on public land provided at no cost to you, or a

          subsidized (below market) lease rate?



     2. Your project will use taxpayer funds to help build the facility?



In this NP3 circumstance, you must be prepared to become a legal not-for-profit

organization with contract arrangements with your respective municipality or other

public partner.



A Public Sector Arrangement                      Since it is relatively easy to make

                                                 the case for tennis meeting a public

If Your Group has established its goal to:       need, and since the City should be

(1) to have a NP3 partnership with its City      investing in publicly accessible

council or other public body (a University or    tennis facilities and opportunities,

Regional District);                              the bulk of the next step (Developing

or (2) to persuade Council to proceed with a     a Statement of Need) will focus on

public facility that the City will develop and   expanding the awareness of

operate on its own (without a legal partnership  politicians, municipal staff and the

with your Group);                                taxpayer community-at-large of the

then at some point Your Group will be            wider benefits of the facility and its

presenting arguments of some "public good"       tennis programs.

which will accrue to the general community

(including taxpaying non users).



Steering Group Role in a P3                      Two case study examples of P3s are

                                                 included in Appendix D. The reader

In a Public-Private Facility scenario (P3), the  will note that the public partner at

role of Your Group is usually as a watchdog      the Campus Tennis Centre are

and advocate for tennis playing interests. As    College students. At Peoples Court,

above, if taxpayer land resources are being      the community tennis player can

allocated to the P3, you may also want to have   book court time, and junior play is

a strong argument for the public good            supported by the private partner.

accruing from this arrangement.

                                                         Peoples Court Tennis Academy, Coquitlam BC

You might want to ensure that whatever

agreement is negotiated between a private        Campus Tennis Centre, Durham College & UOIT,

company and your City Council, it protects       Oshawa, Ontario

your goals, including that the resulting

operation is accessible and affordable to the

community tennis player.



                                                 Page 13

Introduction to the Concept of "Public Good"



If Your Group has a goal of a public sector arrangement, and are taking the advice of

this Guide and making a strong case for tennis delivering a public good, it is optimal

to make your case understanding that the politicians representing the public sector

(and their taxpayers) have two main questions on any land or facility construction

project:



    # "Whose interests are being addressed with the project?"



    # "Should non users help to finance the project?"



The two answers are inter-dependent and relate to where the benefits of the facility

flow. If the benefits flow only to users, the facility is not likely to receive public

support. If, however, you can show that the entire community benefits (i.e. a "public

good") then the City may be persuaded to provide financial support for the project

which will indeed protect the interests of all citizens.



Although a politician is unlikely to state it in these words, a public good is defined as

indirect benefit to all citizens from which they cannot escape. Public investment in all

forms of public service generally, and public investment in recreation facilities

specifically, are justified on the basis of the amount of indirect benefit to all citizens that

can be delivered in relation to the net cost to the taxpayers.



In fact, for your proposed tennis facility, the answers to the two questions above are

positive. Tennis not only benefits tennis players directly, but there are many spin-off

benefits to the broader community, including non tennis players, so YES a public

good can be demonstrated, and that justifies City tax support for tennis courts and

the benefits they deliver.



The next step (Step 3: Developing a Statement of Need) focuses on the types of public

goods (i.e. indirect benefits to all) that a City typically considers when making

decisions about an investment in recreation facilities, and how a new tennis facility

excels at delivering those benefits. Before developing this Statement, Your Group

may develop a more effective case if you understand the history of public good type

arguments made for current and future planned facilities.



Researching Existing and Future Community Recreation Facilities



If you have decided you will be working with the public sector as a partner, or are

looking to advocate that the municipality build and operate a tennis facility, it will

be beneficial to find and study relevant documents available through your local

Parks and Recreation Department, City Clerk's office, or local library.



� Your City's Master Plan or Strategic Plan for Parks and Recreation Services. This

    document should identify needs, what investments in facilities and services the

    City is contemplating, and a rationale for making taxpayer investment decisions.

    Bridging and joining an existing planning concept is a viable strategy as you look

    at site possibilities down stream.



� Your City's Five Year Capital Plan or similar documents that detail where and for

    what taxpayer funds are being invested in your community.



� An annual report of the Parks and Recreation Department which should indicate

    which grants or in-kind donations are given to various recreation organizations in

    your City.



� A City Council annual report that should indicate which grants or in-kind

    donations are given to various recreation organizations in your City (if any).



� Documents relating to any P3s in your community and other partnership

    arrangements should be housed at your City Clerks office, and be available on

    request.



� Historical reports to your Council justifying any major sport facility development



  Page 14



---

[Cuối tài liệu]

G Costing Case Study



Guy O'Byrne, past Board member of Tennis Canada and Chair of the Tennis BC Facilities

Committee that mentored the creation of this Guide, undertook this costing exercise.



The Task: Costing with various types of envelope construction options for a indoor tennis

facility in January of 2008, utilizing the plans for the Grant Connell Tennis Centre in North

Vancouver - a stand alone structure with 6 courts, front desk operation, changing room

and lounge amenities, viewing area and coaching offices, and storage.



Guy gave the plans to a supplier of a rigid steel pre-fab structure (Pri-Tec Construction).

Utilizing similar format, he requested similar proposals from a supplier of air structures

(Yeadon Fabric Domes) and skin membrane structures (Sprung Instant Structures). The

contact info for these suppliers are listed below. He asked that the supplier provide an all

costs in estimate for this GCTC plan of six court plus support amenity cluster and for a 2, 4

and 8 court alternative. No exact site location was offered, and suppliers were selected

from across Canada.



Assumptions Used in Comparative Analysis

Guy organized the estimates into comparative tables using a sq.ft. cost for each line item.

He made some decisions of placing different line items in the estimate into these categories

for the sake of comparisons (e.g., no interior walls in air structures). The reader should

note that these are estimates only, and there may be additional costs (or less) in your

location. There are no land costs in these estimates, and due to variable site conditions, an

allowance only was included based on average conditions. Transportation costs may vary

in different regions of Canada. Importantly, if your project is covering existing courts, these

site costs listed below may be substantially reduced. Costs may vary region to region due

to weather and snow loads. The building standards for a LEED rating, increased quality of

finishings, exterior finishes, etc., may raise building costs. All construction budgets carry

contingencies; there are no significant contingency budgets in these estimates.



Definitions

The estimates are sorted into similar sections as the Sweet Spot Facility Cost Estimate Tool

(see previous page), but the submissions used different account headings. The account

headings used in these estimates are:

Site Costs

Site work: site prep, grading, storm water work, site services hookup, lot and parking lighting,

asphalt curbs and parking spaces (40 spaces used for 6 court costing � exact number municipal

bylaw dependent), landscaping, garbage enclosure, fencing, pad mount transformer.

Court & Support Amenity Construction Costs

Building Foundation: Layout and survey, excavation and backfill, slab on grade and foundation

walls, insulation and misc.

Building Envelope: Supplied construction building material (skin or steel, etc.), insulation, doors

and windows, and assembly and erection costs.

Building Interior: Interior walls, ceilings, partitions, floor finishes, carpentry work, painting,

interior doors and windows, kitchen/bar finishes.

Plumbing: Rough-in, fixtures, drainage.

HVAC: Heating system, air conditioning (amenity areas only), ventilation (court areas).

Fire Protection: Sprinkler system if applicable.

Electrical: Service and distribution, lighting, communication and security.

Tennis Speciality Items furnishings: speciality nets, curtains, etc.

Soft Costs � Permit, Misc., and Consultants

Design Phase: Building schematics, civil and topo survey, storm water mgt., site plan design,

geotechnical analysis, alternative concepts review, budget analysis and approvals review, full

architectural, civil, site services, structural, electrical, mechanical and landscaping drawings,

drawings, tennis court speciality plans, misc. disbursements.

City Develop Charges and Permit Fees (4%)

General Conditions: Site supervision, insurance, general labour, site office, storage, etc. site

telephone, contractor overhead and profit.

Construction Management Fees: 3%



                                                                                                                                                       Appendix Page 21

1. Air Support Structure Estimates



Note:



1. An Air Support envelope does not include a support amenity. A 4,000 sq. ft. support



amenity building option has been added at $125 a sq.ft. to each of the court layouts to



compare with the Sprung and Pre-fabricated Rigid structures. In reality, this amenity



might be adjusted to the number of courts it supports.



2. No GST in prices



Note: Prices in $ per sq.ft. except in totals (in bold)



Court Configuration 2 Court                4 Court             6 Court             8 Court



Square Foot of            12,508           24,000              35,400              47,520



Facility for estimate



Site Prep                         21.75               19.70               18.75               17.80

Site Work

Court & Support                     7.50                6.55                6.25                5.95

Amenity Construction

Costs                             16.00               13.00               12.00               11.00

Bldg. Foundation &           Not applic         Not applic          Not applic          Not applic

Floor

Building Envelope (incl.            1.75               2 .50                3.00                3.50

Mechanical hardware)         Not applic         Not applic          Not applic          Not applic

Interior Finishes

Court Finishes                        .75                 .75                  75                 .75

Interior Plumbing

                             Not applic         Not applic          Not applic          Not applic

Heating & Ventilation               6.00                5.00                4.50                4.00



Mechanical Hookups          Not applic.    Not applic. No      Not applic. No      Not applic. No

Fire Protection           No curtains.     curtains. Nets      curtains. Nets      curtains. Nets

(Sprinkler)

Electrical                  Nets extra                 extra               extra               extra

Tennis Specialty Items

                                  11.50               10.50               10.00                 8.40

Soft Costs � Permit,                6.25                5.25                5.00                4.20

Misc., and Consultants              8.70                7.90                7.50                6.50

Design Phase                        4.50                3.95                3.75                3.15

Municipal Charges &

Permits

General Conditions

Management fee



Total $ per Sq. Ft no            $85.00           $75.00              $72.00              $65.00

amenity (Rounded)         $1,064,000       $1,800,000          $2,550,000          $3,100,000

Estimated Total Cost

(not including              $500,000         $500,000            $500,000            $500,000

amenities)                $1,564,000       $2,300,000          $2,950,000          $3,600,000

Add 4,000 sq ft amenity

at $125 per ft.

Comparable cost with

amenity building



       Jan. 2008 Envelope Estimate provided by Yeadon Fabric Domes Ltd.

                                          Phone 1-800-493-2366



Costs will vary depending on site and climatic conditions. It is recommended that you contact

            the above supplier or other air structure suppliers for the nearest contractor.



Appendix Page 22

2. Sprung Instant Structure Estimates



Notes:



1. Sprung estimate includes amenity cluster.



2. Smaller amenity cluster for 4 and 6 court when compared to Pre-engineered rigid.



3. No GST in prices.



Note: Prices in $ per sq.ft. except in totals (in bold)



Court Configuration          2 Court       4 Court          6 Court          8 Court



Square Foot of Facility 14,400             32,400           41,400           50,400



Site Prep                    21.75                  19.70            18.75            17.80

Site Work

Court & Support               7.50                   6.55             6.25             5.95

Amenity Construction         40.25                  39.35            39.15            38.70

Costs                        16.00                  15.15            14.40            14.70

Bldg. Foundation & Floor

Building Envelope               .75                    .75              .60              .60

Interior Finishes             4.25                   3.95             3.75             3.75

Court Finishes               16.25                  15.75            15.00            14.25

Interior Plumbing             3.00                   2.75             2.50             2.38

Heating & Ventilation        11.00                  10.50            10.00             9.50

Fire Protection (Sprinkler)   3.95                   3.95             3.75             3.55

Electrical

Tennis Specialty Items       11.00                  10.50            10,00             8.40

Soft Costs � Permit,          6.25                   5.25             5.00             4.20

Misc., and Consultants        8.70                   7.90             7.50             6.50

Design Phase                  4.50                   3.95             3.75             3.15

Municipal Charges &

Permits

General Conditions

Management fee



Total $ per Sq. Ft                $155.15          $146.00       $140.40          $133.43

Estimated Total Cost         $2,234,160       $4,730,400    $5,812,560       $6,724,872



         Jan. 2008 Envelope Estimate provided by Sprung Instant Structures Ltd.

                                                 Phone 1-800-528-9899



Costs will vary depending on site and climatic conditions. It is recommended that you contact

          the above supplier or other skin membrane suppliers for the nearest contractor.



                                                                             Appendix Page 23

Pre-engineered Rigid Structure



Notes:



1. Support amenity cluster area included in design.



2. The 4 court and 6 court are larger than comparable Sprung.



3. The supplier did not supply a 2 court structure estimate as it was judged by the supplier



to be considered economically unviable.



4. No GST in prices



Note: Prices in $ per sq.ft. except in totals (in bold)



Court Configuration 2 Court              4 Court             6 Court          8 Court



Square Foot of                           36,400              42,000           50,400



Facility



Site Prep                                            19.70            18.75           17.20

Site Work

Court & Support                                       6.55             6.25            5.95

Amenity Construction                                 19.70            18.75           17.80

Costs                                                15.15            14.40           13.70

Bldg. Foundation &

Floor                                                   .75              .60             .60

Building Envelope                                     3.95             3.75            3.75

Interior Finishes                                    15.75            15.00           14.25

Court Finishes                                        2.75             2.50            2.38

Interior Plumbing                                    10.50            10.00            9.50

Heating & Ventilation                                 3.95             3.75            3.55

Fire Protection

(Sprinkler)                                          10.50            10.00            8.40

Electrical                                            5.25             5.00            4.20

Tennis Specialty Items                                7.90             7.50            6.50

Soft Costs � Permit,                                  3.95             3.75            3.15

Misc., and Consultants

Design Phase

Municipal Charges &

Permits

General Conditions

Management fee



Total $ per Sq. Ft                            $126.00          $120.00        $112.00

Estimated Total Cost                     $4,586,000

                                                               $5,040,000 $5,621,000



                     Jan 2008 Estimate provided by Pri-Tec Construction Ltd.

                                                 Phone 1-613-839-3462



Costs will vary depending on site and climatic conditions. It is recommended that you contact

                the above supplier or other pre-fab suppliers for the nearest contractor.



Appendix Page 24

H: The Sweet Spot Scorecard for Your Group

What is Your Progress?



     Phase & Step                                        Tasks and Milestones          Apply   Who is    Done

                                                                                       to Us?  doing

Getting Ready Phase      # A unique and representative group name?

          Step 1:        # Documented roles for each member?                                      it?

                         # If new or a coalition, spent some meeting time

    Develop a

  Community                   getting to know one another?

                         # Recruited professionals with needed skills?

      Tennis             # Collecting names and contact info for a project

 Organization

                              mailing d-base?



 Getting Ready Phase     # Identified what type of partnership you might want?

                         # Researched your community's past and future public

           Step 2:

                             recreation facility funding?

Preparing for the        # Understand the concept of public good?

      Journey:           # Identified a recreation/City staff contact person as an



   Researching               informal resource?

                         # Clarified your group and project goals?

                         # Completed an inventory and analysis of tennis



                              courts in your community?

                         # Completed an estimate of your tennis market?



   Conceptual Planning   # Developed a written case for tennis delivery public

              Phase          good in your community?



             Step 3:     # Made a list of tennis playing facts that would

                             resonate in your community?

      Develop a

Statement of Need



 Conceptual Planning     # Prepared a Project Scope statement that the Group

            Phase            agrees with?



           Step 4        # A one sentence description of your project/proposal?



Characterise the

      Facility



  Conceptual Planning    # Listed all the sources of funding, and assessed your

             Phase           potential with each source?



            Step 5       # Decided what this analysis of your funding capacity

                             implies for your project/proposal?

  Assessing Your

Funding Capacity



 Conceptual Planning     # Researched the impacts of each type of operating

            Phase            model?



           Step 6        # Assessed your capacity to be a non-profit operating

                             partner?

     Select an

   Appropriate           # Informally determined the level of interest in your

Operating Model              local government has in building and operating the

                             facility?



                         # Determined your preferred choice of operating the

                             facility? Is it a realistic option?



Detailed Planning Phase  # Your preferred construction management method?

                         # Your preferred facility type?

             Step 7      # A list of soft costs that will apply in your jurisdiction?



   Understanding

    Facility Site

    Assessment,

     Design and

    Construction



                                                                                       Appendix Page 25

Phase & Step             Tasks and Milestones                                       Apply   Who is  Done

                                                                                    to Us?  doing



                                                                                               it?



Detailed Planning Phase  # A working relationship with your public partner?

                         # Identified potential sites using the site assessment

             Step 8

                             tool? What is your preferred site(s)?

 Select a Site and       # Requirement to build support amenities for this site?

    Facility Type        # Your preferred construction material and method for



                             this site?



Detailed Planning Phase  # A rough estimate of costs and soft costs for

                             presentations to get funding?

             Step 9

                         # Identified the green building standards in your

 Estimate Capital            community?

          Costs

                         # If pre-engineered building option is being explored,

                             have you contacted suppliers?



                         # Do you have a rough estimate capital costs, including

                             soft costs from suppliers?



Detailed Planning Phase  # Identified facility costs in an annual facility budget?

                         # Developed a 3 yr programming plan based on sound

            Step 10

                             principles of accessibility and market development?

      Prepare an         # Set pricing formulas and projected program and

Operating/Progra

                             booking revenue over three years?

     mming Plan



Detailed Planning Phase  # Completed a Business Plan?

                         # Prepared a project proposal flip book?

             Step 11     # Prepared a proposal for your local decision-makers?



Develop a Business

   Plan or Project

        Proposal



Detailed Planning Phase  # A check-list of decision-makers to approach

                             informally before a key vote?

            Step 12

                         # Rehearsed your presentation?

   Implement an          # Picked the best people to give presentation?

   Advocacy Plan         # Have polished written materials to hand out with any



                             presentation?



 Implementation Phase    # Chosen your construction management method?

                         # Obtained design/development permit?

            Step 13      # Obtained your building permit?

                         # Defined a process for approving change-orders?

Managing Facility        # Identified a treasurer tracking all costs, grant

   Construction

                             applications, cash flow?

                         # Defined Your Group's role in this phase?

                         # Is Your Group insured?

                         # Did you invite media to the sod-turning?



 Implementation Phase    # Applied a solid search and hiring process for your

                             senior staff?

            Step 14

                         # Sticking to your programming plan for market

Preparing to Open            generation?

       and Play

                         # Engineered a revised budget and accounting method

                             to track actual costs and revenue?



                         # Purchased a reliable customer friendly registration

                             and booking system?



                         # Defined a marketing plan?

                         # Implemented a staff training plan?

                         # Implemented a recovery technique program?



Appendix Page 26