Fields Point Prospectus_2026.pdf

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Okanogan-Wenatchee National Forest Prospectus for Campground and Related Granger-Thye Concessions
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This is a Prospectus for Granger-Thye Concessions issued by the USDA Forest Service for day use operations at Fields Point Landing on the Okanogan-Wenatchee National Forest, Chelan Ranger District, Washington. The prospectus solicits applications from qualified individuals or entities to operate and maintain government-owned recreation facilities under a special use permit. The current permit expires December 31, 2026, and over the past three years the concession generated average gross revenues of $111,658.33 annually (2022-2024), comprised primarily of parking fees and minor concession fees. The site comprises a 400-space paved parking lot, year-round boat dock, ticket booth building with customer services, and associated picnic areas situated on the south shore of Lake Chelan, serving approximately 11,300 ferry passengers annually who access upper lake destinations including Stehekin and Lucerne Landing.

Applicants must submit written applications by June 15, 2026, at 4:30 p.m. PST to the Forest Supervisor, including a proposed annual operating plan (year-round operation required on all days ferries dock), business plan with SBDC review ($300 fee), three years of financial statements prepared or certified by a CPA, proposed fee schedule for public use, and proposed percentage fee to the government with a minimum annual fee of $5,415.43 based on average gross revenue multiplied by the current 30-year Treasury bond rate. The permit term is up to five years with optional five-year extension contingent on sustained satisfactory performance. The successful applicant will be evaluated on five criteria in descending order of importance: proposed annual operating plan, business plan/experience/references, fee to government, fees charged to public, and financial resources. Post-selection requirements include final operating plan approval, Granger-Thye fee offset agreement, liability insurance ($300,000-$1,000,000 minimum), property insurance ($1,213,942), and performance bonding within 30 days of selection. A forest-led facility tour is scheduled for May 8, 2026, with RSVP required by May 1, 2026.

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Use Code 142

Prospectus for Granger-Thye Concessions

Okanogan-Wenatchee National Forest

Fields Point Landing

U.S. DEPARTMENT OF AGRICULTURE

Forest Service

Forest Service Okanogan-Wenatchee National Forest Chelan Ranger District

February 2026 i

Contents

I. Business Opportunity A. Introduction B. Area Description C. Description of Recreation Facilities/Property D. Government Furnished Property E. Government Furnished Supplies F. Utilities and Waste Management

II. Forest Service Concession Programs and Policies A. Pass Discounts B. Site Closure C. Administrative Use D. Applicable Forest Orders E. Use and Revenue Data F. Customer Service Comment Cards G. Performance Evaluations H. Accessibility I. Site Capacity J. Fees Charged to the Public K. Law Enforcement L. Other Pertinent Information

III. Special Use Permit A. Permit Term B. Permit Holder Responsibilities C. Granger-Thye Fee Offset Agreement D. Insurance E. Bonding

IV. Application A. Instructions for Submitting Applications B. General Terms, Qualifications, and Reservations C. Application Package Requirements D. Evaluation of Applications

V. Post-Selection Requirements

Prospectus for Day Use and Related Granger-Thye Concessions, Okanogan-Wenatchee National Forest ii

Appendices

Appendix 1: Vicinity Map

Appendix 2: Map of Developed Recreation Site

Appendix 3: Inventory of Government-Furnished Property

Appendix 4: Applicable Forest Orders

Appendix 5: Sample Use Report

Appendix 6: Sample Customer Service Comment Card

Appendix 7: Standard Performance Evaluation Form

Appendix 8: FSM 2342.1, Exhibit 01, Law Enforcement at Concession

Campgrounds

Appendix 9: Minimum Content of the Proposed Annual Operating Plan

Appendix 10: FS-2700-4h, Special-Use Permit for Campground and Related

Granger-Thye Concessions, and FS-2700-4h, Appendix-G, Operation of Federally Owned Drinking Water Systems

Appendix 11: FS-2700-4h, Appendix B, Annual Granger-Thye Fee Offset

Agreement

Appendix 12: Potential Government Maintenance, Reconditioning, Renovation, and Improvement Projects

Appendix 13: Indirect Cost Reimbursement Letter

Appendix 14: FS-2700-4h, Appendix H, Granger-Thye Fee Offset Claim

Appendix 15: Sample Collection Agreement for Granger-Thye Fee Offset Work

Appendix 16: Sample Business Plan

Appendix 17: FS-6500-24, Financial Statement

Appendix 18: FS-6500-25, Request for Verification

Appendix 19: Property Insurance Requirements

Prospectus for day use and Related Granger-Thye Concessions, Okanogan-Wenatchee National Forest

I. Business Opportunity

A. Introduction This prospectus is being issued to solicit applications for a day use concession site. A permit to provide high-quality public service in the operation and maintenance of Government-owned recreation facilities, and equipment to the Fields Point Landing Area located on the Chelan Ranger

District, Okanogan-Wenatchee National Forest, will be issued. The permit will include Fields Point

Landing only.

The authorized officer for this business opportunity is the Forest Supervisor for the Okanogan-

Wenatchee National Forest.

Tara Umphries

Okanogan-Wenatchee National Forest

428 W Woodin Avenue

Chelan, WA 98816

The current permit for this concession expires on December 31, 2026. Over the past three years, this concession has generated the following gross revenues:

Table 1. Three Year Average Gross Revenue

Year Parking Fees Concession Fees Total Gross Revenue

2022 $87,835 $671 $88,506

2023 $104,532 $1,533 $106,065

2024 $137,580 $2,824 $140,404

Three Year Average

Gross Revenue $111,658.33

B. Area Description

Overview of the Okanogan-Wenatchee National Forest

The Okanogan-Wenatchee National Forest encompasses more than 4-million acres in central

Washington State and stretches about 180 miles north to south from the Canadian border to the

Goat Rocks Wilderness. The forest lies east of the Cascade Crest, which defines its western boundary. The eastern edge of the forest extends into the Okanogan highlands then south along the

Okanogan and Columbia Rivers to the Yakima River highlands and along the Okanogan and

Columbia Rivers to the Yakima River valley. Because of this wide geographic range, the forest is very diverse – from high, glaciated alpine peaks along the Cascade Crest and the numerous mountain ranges extending eastward from the crest, through deep, lush valleys of old growth forest, to the dry and rugged shrub-steppe country at its eastern edge. Elevations range from below 1,000

ft. to over 9,000 ft. Precipitation varies widely – from more than 70-inches along the crest to less than 10-inches at its eastern edge. This greatly affects the forest and vegetation types across the area.

The Okanogan-Wenatchee National Forest is most noted for a wide range of recreation opportunities. There truly is “something for everyone” who likes to have fun in the outdoors.

For general information on the Okanogan-Wenatchee National Forest and the sites included in the prospectus, refer to the forest webpage (https://www.fs.usda.gov/okawen/).

C. Description of Recreation Facilities/Property The following is a description of the recreation facilities and government owned property included in this prospectus. Use this information together with the maps included in Appendix 1 and 2, the

Inventory of Government Furnished Property in Appendix 3, and the photos included on the cover page of this prospectus. Appendix 9 outlines requirements associated with all items listed below which the applicant should review and apply in their proposal.

Fields Point Landing is situated on the south shore of Lake Chelan, which is in the North Cascade

Mountains in Central Washington. The site is about 18 miles northwest of the city of Chelan and three miles down the lake from Twenty-five Mile Creek State Park (see Appendix 1 – Field’s Point

Landing Vicinity Map). Access to Field’s Point Landing is via the South Lake Shore Road

(Highway 23) which starts at the junction of US Highway 97A, two miles west of Chelan, and terminates at Twenty-five Mile Creek Forest Service Guard Station (about five miles past Field’s

Point Landing).

Lake Chelan is a 50-mile-long and narrow natural lake bordered by the North Cascade Mountains with no road access to the upper two-thirds of the lake. It encompasses large portions of both the

Glacier Peak and Lake Chelan-Sawtooth Wilderness areas just above its shores. Most of the upper two-thirds of the lake are in public ownership and recreation is the major emphasis. Additionally, private lands dot the lake with homes and cabins with boat-in only access along the lake. Popular recreation activities on or accessible from Lake Chelan include boating, camping, picnicking, hiking, skiing, climbing, horseback riding, rafting, and up lake travel for sightseeing on commercial ferry boats.

On average, about 11,300 passengers embark at Field’s Point Landing each year. The two primary destinations up Lake Chelan include Stehekin, a popular tourist town and community of 80-100 year-round residents plus additional summer residents, located at the far northwest end of the lake and a major access point to the Lake Chelan National Recreation Area and North Cascades

National Park. The other primary destination is Lucerne Landing, access point to Holden Village, a year-round Organization Camp (Domke Lake Fishing Resort), and a major access point to the

Glacier Peak Wilderness and other recreation destinations. There are two ferry services that transport members of the public up the lake from Fields Point Landing, the Stehekin Ferry and the

Lake Chelan Boat Company.

The Stehekin Ferry (https://stehekinferry.com/) runs seven days a week and currently has two boats in its fleet, one which can transport 32 passengers and a second with two passenger-decks which can transport 50 passengers. The Lake Chelan Boat Company (https://ladyofthelake.com/) has three vessels in its fleet each carrying anywhere from 40 passengers, on their fastest vessel, to 285 passengers, on their largest vessel. Their webpage details their annual scheduled stops at Field

Point. The commercial Lady Express, their 150-passenger ferry, and the Lady II, the 350-passenger ferry, are docked at Chelan which contains a small parking area at the south end of the lake. Both ferries stop at Field’s Point Landing to service additional passengers.

Field’s Point Landing’s main purpose is to provide parking, orientation, and ferry docking facilities for up lake transportation on Lake Chelan of National Forest and National Park Service visitors.

Use of Field’s Point Landing reduces about two hours or more of travel time on the boat for https://www.fs.usda.gov/okawen/ https://stehekinferry.com/ https://ladyofthelake.com/ passengers traveling to and from upper lake destinations. This facility is the largest Forest Service parking development of its kind in Washington State. Facilities include a year-round boat dock, a

400-space paved parking lot, and a building (ticket booth). Within the ticket booth is a small kitchen area, service desk, restrooms for visitors, and a maintenance area with a workbench and storage area. The site also includes scattered picnic areas with picnic tables and benches. Potable water is not available at the site, but an irrigation system throughout the site maintains the landscaping. Water is provided through this system by a deep-water well that is powered by an electric submersible pump, a pump house, and thirteen pressure tanks with total storage of 1,000-gallons. A trailer area with electricity and water hookup is available for concessionaire use only.

Public use at Field’s Point Landing varies throughout the year with the period from April through end of October comprising the busiest season. The months of June, July, and August are the peak months of this busy season.

Fields Point Landing is at a 1,100-foot elevation. The climate is semi-arid, typical of eastern

Washington. Temperatures on the site may range from -20 degrees Fahrenheit in winter to over 100 degrees in the summer. However, daily temperatures usually average in the 70s in the summer and

30s in the winter. Snow normally remains on the ground from December through February.

Maximum accumulation at any one time is about 18 inches. For nine months of the year (March through November) the winds blow predominantly down lake from the northwest to the southeast.

In winter the winds blow mostly towards the up lake reaches.

D. Government Furnished Property The Forest Service will provide certain property in conjunction with the concession day use permit

(see Appendix 3 of the prospectus). Included in this inventory are a description, the quantity, and the estimated replacement cost of the applicable property.

E. Government Furnished Supplies The Forest Service will not furnish any supplies for day-to-day operation of the concession.

Government-furnished supplies will be limited to those necessary for programmatic consistency, including:

• Forms to report use and revenue (Appendix 5).

• Title VI (Civil Rights) signs.

F. Utilities and Waste Management Certain utilities and infrastructure exist at Fields Point Landing. The permit holder will be responsible for securing, managing, and paying for utilities associated with Fields Point Landing.

Applicants should contact current service providers to obtain estimated costs for utilities. In addition, further specifications are outlined in the sample operating plan (Appendix 9).

Table 2. Utilities

Service Contact

Electrical

Chelan County PUD

1034 E. Woodin Ave.

Chelan, WA 98816

(509) 682-2581 https://www.chelanpud.org/

Telephone

Ziply Fiber

1-866-947-5988 https://ziplyfiber.com/

Internet

Ziply Fiber

1-866-947-5988 https://ziplyfiber.com/

Garbage

Zippy Disposal

P.O. Box 1717 Chelan, WA 98816

(509) 682-3695 https://zippydisposalservice.com/

Liquid & Solid Waste Disposal

Jim’s Pumping

(509) 682-1100 info@jimspumpingservice.com https://www.jimspumpingservice.com/

Water

The water system is supplied by well water and it is the responsibility of the Forest Service. Water for irrigation and domestic use at the site is provided free of charge by the Forest Service. In the winter the water must be turned off as it is not a winterized system so the holder must provide domestic water for concessions and cleaning, and hand sanitizers for rest rooms. The holder will also be required to maintain the sprinkler system throughout the site (see Appendix 9 for further details). The holder has the responsibility of turning the irrigation system on/off only in order to check for possible breaks or problems with the irrigation system to report it to the Forest Service for repair.

II. Forest Service Concession Programs and Policies Government-owned concessions are authorized by special use permits issued under Section 7 of the

Granger-Thye (GT) Act, 16 U.S.C. 580d, and implementing regulations at 36 CFR Part 251, Subpart B.

A. Pass Discounts Standard Amenity Recreation Fee Sites Under REA [Reserved]. The Forest Service is proposing a revision to FSM 2344.3 to address treatment of standard amenity recreation fee sites in the concession program. The agency reserves the right to amend a special use permit issued under this prospectus to be consistent with any change in that directive.

B. Site Closure The Forest Service reserves the right to close all or a portion of any area in this prospectus for repair; construction; floods, snow, extreme fire danger, or other natural events; wildlife protection;

or risks to public health and safety. The Forest Service shall not be liable to the permit holder for lost revenue, operating costs, or any other losses resulting from these closures. However, for fee calculation purposes, the permit shall be placed in non-use status as provided by FSH 2709.11, section 31.23.

Sometimes rockfall or landslides limit access to Field’s Point via entry roads Lakeshore Road or

Highway 971. However, alternative routes have historically always been available in these instances.

C. Administrative Use If the Forest Service requires the permit holder to provide a service for the agency, the permit holder will be compensated for that use.

D. Applicable Forest Orders Forest Orders may be issued to address a variety of management concerns on a particular forest.

Sample orders related to the offering are identified in Appendix 4. Additional applicable forest orders may be issued in the future.

E. Use and Revenue Data The permit holder must provide use and revenue data to the Forest Service (see Appendix 5 of the prospectus for a sample use report). Use reports must be completed and submitted monthly and at the end of the operating season. At a minimum, monthly and year-end use reports must include:

• Total persons served.

• Total day use fee revenue.

• Total revenue for other goods and services.

F. Customer Service Comment Cards The permit holder must identify methods and procedures for collecting and responding to customer’s needs and complaints. The proposed method must include how visitors can give feedback on the facilities and services. The traditional customer service mail in card is optional and other methods can be proposed (see Appendix 6 and Appendix 9). Please note the example card shown in Appendix 6 contains references to camping which is not permitted at this site.

G. Performance Evaluations At a minimum, the Forest Service will perform a year-end performance evaluation within four months of the end of the peak season (see Appendix 7 of the prospectus). An unsatisfactory rating may be cause for suspension or revocation of the special use permit. Sustained satisfactory performance is required for a permit extension.

H. Accessibility The Architectural Barriers Act of 1968 (ABA) and Section 504 of the Rehabilitation Act of 1973 require new or altered facilities to be accessible, with few exceptions. In 2004, the Architectural and Transportation Barriers Compliance Board (Access Board) issued revised accessibility guidelines for buildings and facilities subject to the ABA and the Americans with Disabilities Act

(ADA). These new guidelines are called the ADA/ABA Accessibility Guidelines. In 2006, the

Forest Service issued the Forest Service Outdoor Recreation Accessibility Guidelines (FSORAG).

The FSORAG addresses types of recreational facilities, including developed recreation sites that are not covered by ADA/ABA Accessibility Guidelines.

Any Government maintenance, reconditioning, renovation, or improvement (see section III.C) must meet ADA/ABA Accessibility Guidelines, where applicable, as well as the FSORAG.

The FSORAG and the ADA/ABA Accessibility Guidelines are posted on the Forest Service’s website at: http://www.fs.usda.gov/recreation/programs/accessibility. Questions regarding

ADA/ABA Accessibility Guidelines may be referred to the Access Board at www.access-board.gov. Questions regarding the FSORAG may be referred to the accessibility coordinator for the local National Forest.

The permit holder is responsible for ensuring effective communication with visitors with disabilities, including persons with impaired vision or hearing, so that all visitors may obtain information on accessible services, activities, and facilities.

I. Site Capacity There are 400 spaces for vehicle parking including approximately 20 double-spaces for parking buses, motor homes, and vehicles hauling camping trailers or boats. The parking lot has never been filled to capacity.

J. Fees Charged to the Public The permit holder may charge the public fees only to the extent that the Forest Service can charge recreation fees under REA. All recreation fees must be specified per developed recreation site. The holder must honor the proposed pricing through the first full operating season. Thereafter, the holder may propose price adjustments with justification.

Permit holders may not charge for any of the following:

• Solely for parking, undesignated parking, or picnicking along roads or trailsides.

• General access, unless specifically authorized by REA.

• Dispersed areas with low or no investment, unless specifically authorized by REA.

• Persons who are driving through, walking through, boating through, horseback riding through, or hiking through NFS lands without using the recreational facilities and services for which a fee is charged.

• Camping at undeveloped sites that do not provide the minimum number of facilities and services prescribed by REA.

• Use of overlooks or scenic pullouts.

https://www.fs.usda.gov/recreation/programs/accessibility/ http://www.access-board.gov/

• Travel by private, noncommercial vehicle over any national parkway or any road or highway in the Federal-aid System that is commonly used by the public as a means of travel between two places, either or both of which are outside an area in which recreation fees are charged.

• Travel by private, noncommercial vehicle, boat, or aircraft over any road, highway, waterway, or airway to any land in which the person traveling has a property right, if the land is in an area in which recreation fees are charged.

• Any person who has a right of access for hunting or fishing privileges under a specific provision of law or treaty.

• Any person who is engaged in the conduct of official federal, state, tribal, or local government business.

• Special attention or extra services necessary to meet the needs of the disabled.

The current concessionaire has implemented the following fees to the public for use of the Field’s

Point Landing facilities, including the designated parking area.

Table 3. Field’s Point Landing 2025 Fees

Duration of Use 2025 Fee

Day Pass $7

1 Night $9

2 Nights $18

3 Nights $27

4 Nights $36

5-7 Nights $45

8 Nights $54

9 Nights $63

10 Nights $72

11 Nights $81

12-14 Nights $90

15-30 Nights $97

3 Months $115

4 Months $155

6 Months $230

1 Year $260

K. Law Enforcement Forest Service Manual (FSM) 2342.1, Exhibit 01, addresses the law enforcement authorities and responsibilities of concessionaires, state and local law enforcement agencies, and the Forest

Service at concession-operated sites. See Appendix 8 of the prospectus.

L. Other Pertinent Information

Cashless Fee Collection

The Okanogan-Wenatchee National Forest is interested in working with holders in the future to move towards digital fee collection such as credit card payment systems or Scan and Pay.

Employee Housing

The Holder or designated representative is permitted to live on-site. This site is managed with a locked gate during the night. On-site living can include a self-contained camping trailer, motor home or a modern tent. Tents, tarps, and other temporary structures will need approval from the

Forest on an annual basis. The holder will be required to keep the site well-maintained in a neat and orderly fashion. Water is provided in the frost-free season and power is available year-round.

Hazard Tree Removal

The permit holder will have to conduct pre-season inspection of the site to identify existing and potential hazards, including hazard trees. The permit holder also will be responsible for monitoring and identifying hazard trees during the operating season. After securing written approval from the authorized officer, the permit holder’s financial responsibility for removing hazard trees and associated slash will not exceed 1% per year. The annual operating plan will address appropriate disposal of hazard trees and slash.

Butane and Propane Installations

For safety and regulatory reasons, the permit holder is not allowed to install or store bulk butane or propane.

III. Special Use Permit In exercising the rights and privileges granted by the special use permit, the permit holder must comply with all present and future federal laws and regulations and all present and future state, county, and municipal laws, regulations, and other legal requirements that apply to the permit area, to the extent they do not conflict with federal law, regulation, or policy. The Forest Service assumes no responsibility for enforcing laws, regulations, and other legal requirements that fall under the jurisdiction of other governmental entities.

A. Permit Term The permit term will be for up to 5 years, with an option to extend the term for up to an additional

5 years at the sole discretion of the authorized officer. The decision to extend the term will depend, in part, on sustained satisfactory performance of the permit holder. Upon expiration of the permit, continuation of the permitted activity will be at the sole discretion of the authorized officer and will be subject to a competitive offering. A new prospectus will be issued during the final year of the permit term.

If the decision to select a permit holder is appealed, a permit will not be issued until the appeal has been resolved, unless operation is needed during the appeal, in which case a permit with a term of one year or less may be issued.

B. Permit Holder Responsibilities This section highlights the requirements of the special use permit, which is contained in Appendix

10 of the prospectus. Applicants are responsible for familiarizing themselves with all permit requirements that govern the operation covered by this prospectus.

Responsibility for Day-to-Day Activities

As a general rule, the holder will be required to conduct the day-to-day activities authorized by the permit. Some, but not all, of these activities may be conducted by someone other than the permit holder, but only with the prior written approval of the authorized officer. The permit holder will continue to be responsible for compliance with all the terms of the permit.

Permit Holder-Furnished Supplies and Equipment

The permit holder will be required to provide all vehicles, equipment, and supplies necessary to facilitate and maintain the passenger and vehicular transport services in accordance with the special use permit.

Holder Maintenance, Reconditioning, or Renovation (MRR)

Maintenance, reconditioning, and renovation are defined in the permit (FS-2700-4, clause VI.D(d)).

Holder MRR is defined as maintenance, reconditioning, or renovation that neither materially adds to the value of the property nor appreciably prolongs its life. The work serves only to keep the facility in an ordinary, efficient operating condition. From an accounting or tax perspective, it is work that may be expensed, but not capitalized. In fulfilling these responsibilities, the holder must obtain any licenses and certified inspections required by regulatory agencies and follow state and local laws, regulations, and ordinances and industry standards or codes applicable to the permitted operation (FS-2700-4). The permit holder, at its expense, will be required to perform holder MRR under a holder MRR plan (FS-2700-4, clause VI.D(d) and (e)). The holder MRR plan will describe required holder MRR and its frequency. The holder MRR plan will become part of the permit holder's annual operating plan.

C. Granger-Thye Fee Offset Agreement The federal government owns all the improvements at the developed recreation sites covered by this prospectus. Under Section 7 of the Granger-Thye (GT) Act and the terms of the permit, the permit fee may be offset in whole or in part by the value of Government maintenance, reconditioning, renovation, and improvement (MRRI) performed at the permit holder’s expense.

Government MRRI is defined as maintenance, reconditioning, renovation, or improvement that arrests deterioration, improves and upgrades facilities, and appreciably prolongs the life of the property. Government maintenance, reconditioning, renovation or improvement, whether performed by the holder or the Forest Service, shall be performed at the sole discretion of the authorized officer. See Appendix 14 of the prospectus and FS-2700-4h, clause V.D.1(e).

All Government MRRI shall be enumerated in an annual GT fee offset agreement signed by the holder and the Forest Service in advance of the operating season (see Appendix 11 of the prospectus and FS-2700-4h, Appendix B). Alternatively, a multi-year fee GT fee offset agreement can be prepared for consolidated fee payments. A list of sample Government MRRI projects is included in Appendix 12 of the prospectus.

The holder must perform GT fee offset work. When that work includes construction that costs more than $2,000, it is subject to the Davis-Bacon Act and the GT fee offset agreement must contain

Davis-Bacon Act wage provisions. Additionally, indirect costs may be offset provided the holder submits either a currently approved indirect cost rate or accounting procedures and supporting documentation to determine an indirect cost rate (see Appendix 13 of the prospectus).

The holder’s claims for GT fee offset must be documented using the FS-2700-4h, Appendix H, Granger-Thye Fee Offset Certification Form (see Appendix 14 of the prospectus). This form requires the holder to itemize allowable costs incurred for an approved GT fee offset project and to certify the accuracy and completeness of claims.

D. Insurance Liability Insurance

The successful applicant must have liability insurance covering losses associated with the use and occupancy authorized by the permit arising from personal injury or death and third-party property damage in the minimum amount of $300,000 for injury or death to one person per occurrence;

$500,000 for injury or death to more than one person per occurrence; and $25,000 for third-party property damage per occurrence, or in the minimum amount of $1,000,000 as a combined single limit per occurrence. Insurance policies must name the USDA Forest Service as an additional insured (see Appendix 10 of the prospectus and FS-2400-4h, clause III.K).

Property Insurance

Property insurance will be required for a pumphouse building and visitor services building in the amount of $1,213,942 for replacement in kind of the insured property (see Appendix 3 Inventory of Government-Furnished Property and Appendix 19 Property Insurance Requirements).

E. Bonding The permit holder will provide a performance bond in the amount of (to be determined when and if necessary). The bond may take the form of corporate surety, Treasury bills, notes or other negotiable securities, cash deposits, irrevocable letters of credit, assignment of savings accounts, or assignment of certificates of deposit. The authorized officer may reevaluate the need for or the amount of the bond after the first operating season.

IV. Application

A. Instructions for Submitting Applications Applicants must submit a written application for all developed recreation sites offered in this prospectus.

Applicants are strongly encouraged to visit the site at least once before submitting an application

(see Appendices 1 and 2, vicinity and area map and a map of the developed recreation site).

Forest Led Facility Tour

A facility tour led by the Forest is scheduled for May 8th, 2026. Interested parties must RSVP to

Daniel (Adam) Brown at 509-996-4036 or daniel.a.brown@usda.gov by May 1st, 2026.

The information in this prospectus is from generally reliable sources, but no warranty is made as to its accuracy. Each applicant is expected to make an independent assessment of the business opportunity offered in this prospectus.

All applications must be submitted to;

Table 4. Application submittals

Addressee Title Attention Address

Tara Umphries Forest Supervisor Daniel (Adam) Brown 24 West Chewuch Road

Winthrop, WA 98862

Applications must be received by close of business (4:30 p.m. PST) on June 15th, 2026.

Applicants must submit one hard copy and one electronic copy of their application to the Forest

Service contact listed above. The electronic copy must be provided on a flash drive. The electronic copy must be prepared in a Microsoft Office program or PDF that allows for copying and pasting of text and must separately address each evaluation criterion listed in the prospectus.

Applications will not be returned to applicants.

Please ensure that all requested information is submitted. Missing or incomplete information will result in a lower rating for the corresponding evaluation criteria.

Applications must be signed. The person signing for an entity must have authority to sign for that entity. Applicants must include their address, telephone number, facsimile number, and email address.

Corporations also must include:

• Evidence of incorporation and good standing.

• If reasonably obtainable, the name and address of each shareholder owning 3 percent or more of the corporation’s shares and the number and percentage of any class of voting shares that each shareholder is authorized to vote.

• The name and address of each affiliate of the corporation.

• If an affiliate is controlled by the corporation, the number of shares and the percentage of any class of voting stock of the affiliate owned, directly or indirectly, by the corporation.

• If an affiliate controls the corporation, the number of shares and the percentage of any class of voting stock of the corporation owned, directly or indirectly, by the affiliate.

Partnerships, limited liability companies (LLCs), associations, or other unincorporated entities must submit a certified copy of the partnership agreement or other documentation establishing the entity or a certificate of good standing under the laws of the state where the entity is located.

Applicants should contact Daniel (Adam) Brown at 509-996-4036 or daniel.a.brown@usda.gov regarding any questions related to this prospectus. The deadline to submit questions regarding the prospectus is May 25th, 2026.

B. General Terms, Qualifications, and Reservations All applicants have an equal opportunity to apply. Except for members of Congress, Resident

Commissioners, and current Forest Service employees, any individual or entity may apply.

The Forest Service does not guarantee a profitable operation. Rather, applicants are responsible for reviewing the prospectus and making their own determination concerning business viability.

The Forest Service will select the application that offers the best value to the Government. The

Forest Service reserves the right to select the successful applicant based on a trade-off between the fee to the Government and technical merit.

The Forest Service is not obligated to accept the application with the highest return to the

Government.

The Forest Service reserves the right to select the successful applicant based solely on the initial application, without oral or written discussions.

The Forest Service reserves the right to reject any or all applications and to rescind the prospectus at any time before a special use permit is issued.

Any oral statement made by a representative of the Forest Service shall not modify the requirements of this prospectus. If it is determined that an error or omission has been made or additional information is required, a written amendment will be sent to each person or entity receiving a copy of this prospectus.

If there is a conflict between the terms of the prospectus and the special use permit, the terms of the permit will control.

The Forest Service is proposing a revision to FSM 2344.3 to address how passes and passports are honored in the concession program. The agency reserves the right to amend the special use permit consistent with any change to that directive. In addition, the Forest Service reserves the right to amend the special use permit, to make it consistent with applicable laws and regulations, including

REA; other Forest Service directives; or other management decisions.

The information contained in applications will be kept confidential to the extent permitted under the Freedom of Information Act (5 U.S.C. 552) and the Privacy Act (5 U.S.C. 552a).

C. Application Package Requirements Applications must be in writing and must include or address the following:

• A proposed annual operating plan (including required and optional services).

• A business plan, business experience, references, and Small Business Development Center

(SBDC) review fee, if applicable (see section IV.C.2).

o SBDC business plan review fee of $300 made payable to El Camino College

SBDC

• Financial resources.

• Fees charged to the public.

• Fee to the government.

1. Proposed Annual Operating Plan (including required and optional services)

Applicants must submit a proposed annual operating plan that addresses all required and optional services. Applicants must utilize the sample annual operating plan (see Appendix 9, Minimum

Content of the Proposed Annual Operating Plan) to organize their response to this section. The successful applicant’s proposed operating plan will be attached to and become a part of the special use permit.

Applicants must specify whether another party will assist with any of the operational aspects of the concession, and if so, must include the other party’s name, address, telephone number, email address, and relevant experience.

Below are highlights of what needs to be addressed in the proposed annual operating plan. For more detail, see the Minimum Content of the Proposed Annual Operating Plan in Appendix 9 of the prospectus.

Operating Season

The minimum operating season is year-round on all days that either the Stehekin Ferry and Lake

Chelan Boat Company ferries dock at Field’s Point Landing.

Applicants need to propose the period in which they will operate the site in this prospectus. The site must be open and operational seven days per week unless a Forest Service closure order is in effect.

While visitors are seen throughout the year at the site, a noticeable increase in visitation takes place between May and October, typically within the range of Memorial Day and Labor Day weekends.

For this prospectus and the applicants proposal, this timeframe will be referred to as the ‘peak season’

Staffing

Applicants must address appropriate staffing to meet customer service and cleanliness standards.

The holder will be responsible for furnishing all personnel for the developed recreation sites and for adequately training and supervising their activities under the terms of the permit. The holder must meet requirements of federal and state laws governing employment, wages, and worker safety. Based on past experience, recommended staffing is outlined in Appendix 9 of the prospectus. Applicants should address worker hours and schedules. Applicants also should address staff training for effective customer service, conflict resolution, area-specific emergency procedures, and dissemination of recreation and tourism information.

Supervision and Management

Applicants must designate an individual to serve as the agent of the holder for purposes of administration of the permit by the Forest Service. The designated agent must periodically review attendant performance on site and must be available to resolve repair needs within 24 hours of discovery or notification. The holder will be responsible for the conduct of its employees, including preventing conduct prohibited by 36 CFR part 261, Subpart A, and ensuring that employees are not under the influence of intoxicating beverages or narcotic drugs while on duty or representing the holder. Applicants also must include a policy for removing employees who engage in inappropriate conduct.

Uniforms and Vehicle Identification

Applicants should describe employee uniforms, insignia, name tags, and the applicants’ policy for ensuring a clean, professional appearance by staff while on duty. The holder’s employees may not wear any component of the Forest Service uniform. Additionally, applicants should address their policy for vehicle maintenance and appearance; types of vehicles to be used for operations

(vehicles may not be driven off designated roads or trails); and signage to identify the concessionaire to the public.

2. Business Plan, Business Experience, and References

Applicants must submit a business plan utilizing the format in Appendix 16 of the prospectus. This part of the application package must be a separate document. The business plan provides a thorough analysis of an applicant’s vision of the proposed business. A good business plan is essential for running a successful business, maintaining and improving the business, and raising needed capital.

Applicants must furnish a detailed description of their experience relating to operating and maintaining developed recreation sites (e.g., day use sites, beaches, or marinas). The description must include experience in private business, public service, or any nonprofit or other related enterprises. Applicants are encouraged to contact their local SBDC if they need assistance in completing their business plans. Alternatively, applicants who have already received a review of their business plan from an SBDC or the Forest Service for the current fiscal year may submit a copy of the review report.

SBDC Review

All business plans will be independently reviewed by an SBDC. If an applicant’s current fiscal year business plan has already been reviewed by an SBDC, the applicant may submit a copy of the review report.

Along with a business plan, applicants also must submit a cashier’s check in the amount of $300.00 made payable to El Camino College SBDC. Applicants submitting a current fiscal year review report by the Forest Service or an SBDC need not enclose payment.

Performance Evaluations

Applicants who have experience in managing Forest Service or other Government concessions must provide copies of the most recent annual written performance evaluations for each Forest

Service or other concession the applicants have operated or are operating.

References

Applicants also must furnish three business references with names, addresses, telephone numbers, and email addresses in support of relevant business experience. These references will be contacted for information regarding applicants’ past performance. In addition, the Forest Service may consider past performance information from other sources.

3. Financial Resources

Applicants must submit a complete set of all financial statements for the last three fiscal years that have been audited, reviewed, or compiled by a certified public accountant (CPA). For any financial statements that were only compiled by a CPA, applicants must complete FS-6500-24, Financial

Statement (see Appendix 17 of the prospectus) for certification of the accuracy of the financial statements.

Applicants must complete FS-6500-24 for any of the last three fiscal years they were in business for which a financial statement was not audited, reviewed, or compiled by a CPA. An applicant who has had a financial ability determination (FAD) conducted within the past year should include a statement to that effect along with the forest name, contact name and telephone number, Additionally, applicants must identify any pending applications or new permits obtained from the

Forest Service since the FAD was completed.

In completing FS-6500-24, LLCs must list the name of the company in block 1, the names and interests of the principals in block 5, and their members should be listed in block 6. In addition, LLCs must complete the certification in Part (D)(1) of FS-6500-24.

An applicant who has not been in business for the last three fiscal years, and therefore cannot submit audited, reviewed, or compiled financial statements or an FS-6500-24, must submit three fiscal years of projected financial statements compiled by a CPA using the forecast method.

Any financial information submitted by applicants must conform to generally accepted accounting principles (GAAP) or other comprehensive bases of accounting. Any previously prepared financial documents that are submitted must be unredacted and in their original form, including footnotes.

Applicants must show at least 25 percent of the first year's operating costs in liquid assets. Liquid assets are assets that are readily converted into cash.

Applicants also must complete blocks 1 through 5 of form FS-6500-25, Request for Verification

(see Appendix 18 of the prospectus) and submit the signed and dated form with the application.

The Forest Service will forward the FS-6500-25 for the most qualified applicant to the

Albuquerque Service Center for processing. The auditor assigned to conduct the FAD will send a copy to each financial institution with which the applicant does business. The financial institutions must complete blocks 6 through 15 of the form and mail the completed form to [USDA Forest

Service, Albuquerque Service Center], Attention: [name of forest service auditor], [address].

Auditor, ASC-B&F, 101 B Sun Ave NE, Albuquerque, NM 87109.

4. Fees Charged to the Public

Applicants must provide a list of all fees they propose to charge to the public for the first three years of operation, including fees for required and optional services (see Appendix 9, Minimum Content of the Proposed Annual Operating Plan for a list of required and optional services). Discuss any variable pricing, discounts, and passes. All proposed fees to be charged to the public also must be included in the business plan as an income item.

The Forest Service reserves the right to regulate the rates charged to the public.

5. Fee to the Government

The Government is obligated to obtain fair market value for the use of its land and improvements.

The minimum fee is $5,415.43 per year. The minimum fee is the concession’s average gross revenue for the past three years multiplied by the current 30-year Treasury bond rate. The minimum fee will be adjusted at the end of the first five years of the permit term if the permit is extended for five years.

Minimum Fee Calculation

Table 5. Three Year Average Gross Revenue

Year Total Gross Revenue

2022 $88,506

2023 $106,065

2024 $140,404

Grand Total $334,975

Average = Grand Total ÷ 3 $334,975 ÷ 3 = $111,658.33

Three Year Average Gross Revenue $111,658.33

These totals include day use fees, no additional amenities.

Total gross revenue ÷ 3 = average gross revenue

Average gross revenue multiplied by the current 30-year Treasury bond rate = the minimum annual fee. In the following example, the 30-year Treasury bond rate is 4.85 percent.

$111,658.33 x 0.0472 = $5,415.43 minimum annual fee

Applicants may propose a fee below the minimum, provided they can document why this amount represents fair market value. However, the Forest Service may reject the proposed fee if the agency determines that it does not reflect fair market value.

Applicants must propose the fee to the Government as a percentage of the concession’s adjusted gross revenue. One percentage may be proposed for the entire permit term, or the percentage may vary each year. However, if a consolidated fee payment will be proposed, one percentage rate must be proposed for the entire period of consolidated payments.

The proposed fee to the Government also must be included in the business plan as an expense item in the cash flow projections.

The fee to the Government may be offset in whole or in part by the value of Government MRRI, performed at the permit holder’s expense in accordance with a GT fee offset agreement (see section

III of the prospectus).

D. Evaluation of Applications A Forest Service evaluation panel will evaluate each application utilizing the non-fixed weight method.

The following evaluation criteria are listed in descending order of importance:

• Proposed annual operating plan (including required and optional services).

• Business plan, business experience, and references.

• Fee to the Government.

• Fees charged to the public.

• Financial resources.

The evaluation panel will provide a written summary of applicant ratings, including strengths and weaknesses of each applicant, to the authorized officer. The authorized officer will make the selection decision based on which applicant offers the best overall value to the federal government.

The authorized officer is not required to select the applicant that proposes the highest land use fee.

All applicants will be notified of the successful applicant via certified mail.

The Forest Service may conduct a FAD on the selected applicant as a prerequisite to issuing a special use permit, unless the agency has a current fiscal year FAD conducted by the Albuquerque

Service Center or SBDC for another Forest Service unit.

The Forest Service reserves the right to reject any and all applications.

The Forest Service reserves the right to rescind the prospectus at any time before a special use permit is issued. If the Forest Service rescinds the prospectus, application fees will be returned.

V. Post-Selection Requirements Once an applicant has been selected, the following information must be submitted and approved by the Forest Service prior to issuance of a special use permit:

• A final annual operating plan containing all the items included in the annual operating plan submitted in response to the prospectus.

• An annual GT fee offset agreement.

• Documentation of required liability insurance and, if applicable, property insurance.

• Documentation of bonding, if applicable.

• Required deposits and advance payments (see Appendix 10 of the prospectus and FS-2700-

4h, clause V.C.1).

• Documentation that utility services have been obtained in the name of the selected applicant.

• A state business license and any other required federal, state, or local certifications or licenses.

The successful applicant will be required to submit all these items within 30 days of the date of the selection letter. If these requirements are not met within the 30-day period, a special use permit will not be issued. The applicant who receives the next-highest rating may then be selected for the special use permit, subject to the same requirements.

Burden and Non-Discrimination Statement

According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a person is not required to respond, to a collection of information unless it displays a valid OMB control number. The valid OMB control number for this information collection is 0596-0082.

Response to this collection of information is mandatory. The authority to collect the information is the Organic Administration Act,16 U.S.C. 551. The time required to complete this information collection is estimated to average 10 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information.

In accordance with Federal civil rights law and U.S. Department of Agriculture (USDA) civil rights regulations and policies, the USDA, its Agencies, offices, and employees, and institutions participating in or administering USDA programs are prohibited from discriminating based on race, color, national origin, religion, sex, disability, age, marital status, family/parental status, income derived from a public assistance program, political beliefs, or reprisal or retaliation for prior civil rights activity, in any program or activity conducted or funded by USDA (not all bases apply to all programs). Remedies and complaint filing deadlines vary by program or incident.

Persons with disabilities who require alternative means of communication for program information

(e.g., Braille, large print, audiotape, American Sign Language, etc.) should contact the State or local Agency that administers the program or contact USDA through the Telecommunications

Relay Service at 711 (voice and TTY). Additionally, program information may be made available in languages other than English.

To file a program discrimination complaint, complete the USDA Program Discrimination

Complaint Form, AD-3027, found online at How to File a Program Discrimination Complaint and at any USDA office or write a letter addressed to USDA and provide in the letter all of the information requested in the form. To request a copy of the complaint form, call (866) 632-9992.

Submit your completed form or letter to USDA by: (1) mail: U.S. Department of Agriculture, Office of the Assistant Secretary for Civil Rights, 1400 Independence Avenue, SW, Mail Stop 9410, Washington, D.C. 20250-9410; (2) fax: (202) 690-7442; or (3) email: program.intake@usda.gov.

USDA is an equal opportunity provider, employer, and lender.

The Privacy Act of 1974 (5 U.S.C. 552a) and the Freedom of Information Act (5 U.S.C.

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