Attachment L.8.docx

Attachment L.8 – Information for Offerors to Submit State of South Carolina Department of Parks, Recreation and Tourism

Competitive Negotiations Attachment L.8 Information for Offerors to Submit

RFP Solicitation No. 5400030061

Proposal Organization Each proposal shall include a comprehensive Table of Contents identifying all sections, attachments, and appendices with corresponding page numbers. The Table of Contents should enable evaluators to locate information quickly and efficiently.

Any supplemental information provided by the Offeror that is not specifically required by this solicitation shall be clearly identified as supplemental material, included in the Table of Contents, and presented in a separate section of the proposal.

1. Required Development Plans Offerors shall prepare and submit each of the following plans in accordance with the requirements contained in Attachment C.2 USACE Recreation Development Policy for Outgranted Corps Land.

1.1. Comprehensive Resort Plan

Describe the overall development concept proposed for the site. The description should clearly identify the recreational, commercial, and support facilities to be developed. A narrative description is acceptable; however, conceptual drawings, site plans, or sketches may also be submitted to further illustrate the proposed development.

Examples of potential development components include, but are not limited to:

· Marinas

· Lodging accommodation

· Conference or event facilities

· Golf courses

· Tennis or other recreational facilities

· Restaurants

· Other compatible recreation-oriented amenities

1.2. Development Plan

Provide a detailed conceptual development plan describing the proposed project. At a minimum, the plan shall:

· Describe the proposed facilities, amenities, services, and the acreage required for each component of the development.

· Demonstrate how the proposed development will meet current and anticipated public recreational demand.

· Describe the management and development activities necessary to implement the project.

· Include a project implementation schedule identifying major milestones and the anticipated completion date.

· Describe the proposed financing strategy for design, construction, and project implementation.

· Explain how the completed facilities will be operated, maintained, and managed throughout the term of the lease.

1.3. Master Plan

Submit a conceptual Master Plan that demonstrates compliance with applicable U.S. Army Corps of Engineers (USACE) policies, federal laws, and regulations governing recreation development on outgranted Corps lands.

The Master Plan shall provide an overall framework for the preservation, conservation, restoration, development, operation, and long-term management of the project area, including associated lands, waters, and resources.

At a minimum, the Master Plan shall include:

· Overall land and water management objectives;

· Resource management goals and performance objectives;

· Proposed land use classifications;

· Design and development concepts; and

· Management strategies for all applicable resources, including, but not limited to:

· Fish and wildlife;

· Vegetation;

· Cultural and historic resources;

· Scenic and aesthetic resources;

· Interpretive and educational resources;

· Recreational resources;

· Mineral resources;

· Commercial uses;

· Outgranted lands;

· Easements; and

· Water resources.

1.4. Market Study

Offerors shall submit a market study demonstrating the current and projected demand for the proposed recreational development.

The Market Study shall include:

Existing Supply Analysis Provide an inventory of comparable recreational facilities and resources within a 30-mile radius of the proposed project site. The inventory should identify existing public, private, and quasi-public recreational facilities that serve the regional market.

Demand Analysis Evaluate current and projected recreational demand by considering factors such as:

· Regional population and population growth projections;

· Demographic characteristics;

· Recreation participation rates;

· User preferences and trends;

· Existing facility utilization; and

· Current and future market demand for the proposed development.

The demand analysis shall demonstrate that there is a current or anticipated need for the proposed facilities and services.

Offerors may use one or more recognized methodologies, including, but not limited to:

· Public surveys;

· Community meetings or workshops;

· Recreation standards;

· Participation rate analysis;

· Historical visitation data;

· Trend analysis; and

· Other accepted market research techniques.

Data Sources Offerors are encouraged to utilize available information from federal, state, and regional sources, including:

· U.S. Census data;

· State Departments of Commerce;

· State and Federal recreation agencies;

· National recreation studies, including the National Survey of Recreation and the Environment (NSRE);

· Regional tourism organizations; and

· Colleges and universities with recreation, tourism, or natural resource programs.

Costs The Offeror shall be solely responsible for all costs associated with preparing the Market Study, completing required NEPA documentation, obtaining land surveys, preparing lease documentation, and all other administrative or technical costs associated with USACE review and approval of the proposed development.

1.5. Feasibility Study

Offerors shall submit a Feasibility Study demonstrating that the proposed development is financially sustainable and operationally viable.

Private Sector Offerors Private entities shall demonstrate that the proposed development can generate sufficient revenue to support ongoing operations and provide a reasonable return on investment.

The Feasibility Study should address, at a minimum:

· Capital investment requirements;

· Construction costs;

· Operating and maintenance expenses;

· Insurance Costs;

· Staffing requirements;

· Projected revenues;

· Visitor projections;

· Proposed user fees or other revenue sources;

· Facility size and operational capacity;

· Financial assumptions supporting long-term sustainability.

Detailed financial models are not required; however, sufficient information must be provided to demonstrate that the project has been carefully evaluated and is economically feasible.

Public and Quasi-Public Entities Public agencies and quasi-public organizations shall submit a Feasibility Study demonstrating that the proposed facilities are appropriately sized and that projected operating revenues will offset, or substantially offset, annual operating and maintenance costs.

Private entities proposing development through a public entity (third-party developments) shall submit a Feasibility Study meeting the requirements applicable to private-sector Offerors.

Costs The Offeror shall be responsible for all costs associated with preparation of the Feasibility Study, NEPA documentation, land surveys, lease preparation, and all administrative or technical costs associated with USACE review and approval of the proposed development.

2. Financial Capability Offerors shall provide sufficient documentation demonstrating their financial capacity to develop, operate, and sustain the proposed project throughout the lease term.

At a minimum, the submission shall include:

· Audited financial statements for the previous five (5) years;

· The most recent independent financial audit; and

· Any additional financial documentation necessary to demonstrate the Offeror’s financial capability and access to capital.

3. Offeror’s Team, Qualifications and Experience

3.1. Project Team

Identify all key personnel and professional consultants who will participate in the project. Include each individual’s role, qualifications, professional licenses or certification, and relevant experience.

Examples include, but are not limited to:

· Architects;

· Engineers;

· Environmental consultants;

· Attorneys;

· Accountants;

· General contractors;

· Project managers; and

· Owners or principals.

3.2. Relevant Experience and References

Provide descriptions of projects completed within the past ten years that are similar in size, scope, or complexity to the proposed development.

For each project, include:

· Project name and location;

· Client or owner;

· Project description;

· Contract value, if applicable;

· Start and completion dates;

· Major accomplishments;

· Significant challenges encountered and how they were resolved; and

· Any additional information demonstrating the Offeror’s capability to successfully perform the required services.

Provide at least three (3) client references, including:

· Organization name;

· Contact person;

· Title;

· Telephone number; and

· Email address

4. Sub-Lease Rate Formula Complete and submit the Sub-Lease Rate Formula (Attachment B).

The percentages proposed in Attachment B shall constitute the Offeror’s proposed rental payment to the South Carolina Department of Parks, Recreation and Tourism (SC PRT) for the use of the leased property and will be evaluated as part of the Offeror’s price proposal.