HomeMy WebLinkAboutC29400B Management and Operations of the Palm Desert Aquatic CenterCITY OF PALM DESERT
DEPARTMENT OF PUBLIC WORKS
CITY COUNCIL STAFF REPORT
REQUEST: AWARD CONTRACT NO. C29400B TO THE FAMILY YMCA OF
THE DESERT FOR ANNUAL MANAGEMENT AND OPERATIONS
OF THE PALM DESERT AQUATIC CENTER
SUBMITTED BY: Mark Greenwood, P.E., Director of Public Works
CONTRACTOR: Family YMCA of the Desert
43-930 San Pablo Avenue
Palm Desert, CA 92260
DATE: February 10, 2011
CONTENTS: Contract (includes Proposed Operations Budget)
RFP Documents/Scoring Sheet
Proposed Startup Budget
Ballard King Report
Recommendation
By Minute Motion:
1. Authorize the award of Contract No. C29400B to the Family YMCA
of the Desert (YMCA) for annual management and operation
services;
2. Authorize expenditures associated with startup operations in the
amount of $101,871;
3. Appropriate $101,871 from the unobligated General Fund reserves
to account 110-4199-499-5010 (Interfund Transfer Out) and Budget
estimated revenue in new fund 242 for tracking the Aquatic Center;
and
4. Appropriate $101,871 from unobligated Aquatic Center Fund to
account 242-4549-454-3090.
Executive Summary
It is staff's recommendation that the contract and all related start up costs for
management and operation of the Aquatic Center be awarded to the YMCA. The initial
contract term will be from February 10, 2011, through June 30, 2012, with provisions for
Staff Report
Aquatic Center Management and Operations Contract No. C29400B
February 10, 2011
Page 2 of 3
two one-year extensions if mutually agreed upon by both parties. The YMCA has
conservatively projected a 42 percent recovery rate for the first full year of operations.
Commission Recommendation
At its October 5, 2010, meeting the Parks and Recreation Commission reviewed the
draft RFP for the management and operations contract. The Commission wished to
remain involved throughout the process as operations is crucial to the success of the
Aquatic Center. The Commission inquired if a member could sit in on the interview
process to gain a better understanding of the candidates. Commissioner Houskens was
selected to sit in on the final interviews and report back to the Commission.
At its December 7, 2010, meeting the Parks and Recreation Commission reviewed
staffs' recommendation that the YMCA be selected as the operators of the Aquatic
Center. Staff indicated that three of the four original proposers were interviewed and
that the YMCA had emerged as the clear leader. Commissioner Houskens reported that
it was very interesting to see the various proposals. While every proposer had great
ideas, it was clear that the YMCA's focus on safety and community -based recreation
resonated with all reviewers. The Commission, by unanimous vote, approved staffs'
recommendation for the YMCA as the operator for the Aquatic Center.
Background
On June 24, 2010, the City Council authorized staff to begin the RFP process for the
management and operations of the Aquatic Center. The RFP was released on
October 6, 2010, and provided proposers six weeks in which to prepare proposals. The
RFP contained a two phase review process beginning with the submittal of a proposed
business plan for the Aquatic Center, and concluding with a final interview process.
Staff received four proposals at the end of this six week period. After reviewing the four
proposals, the staff review committee selected YMCA, Kemper Sports, and Landmark
Golf to participate in the final interview process.
During the final interviews, the review panel heard many great ideas including hosting
major events, bringing in corporate sponsors, and ways to involve the community in the
complex. The review panel consistently ranked the YMCA as the top proposer. The
following is a matrix of the overall scoring:
Proposer
Overall Score
Family YMCA of the Desert
81.68%
Landmark Golf
72.83%
Kemper Sports
72.63%
Since being selected as the top candidate for the management and operation of the
Aquatic Center, the YMCA has been developing a one-year operating budget and
revenue projections. The YMCA has been very cautious throughout the negotiations
process, identifying that they are approaching these estimates extremely conservatively.
Staff Report
Aquatic Center Management and Operations Contract No. C29400B
February 10, 2011
Page 3 of 3
Staff has negotiated with the YMCA and is proposing a contract that provides a monthly
management fee to the YMCA, but that also provides a percentage management fee as
an incentive for exceeding targeted revenue goals. Under the terms of the contract, an
annual program budget will be approved that cannot be exceeded without prior Council
approval. This approach has been implemented at Desert Willow and has been
successful.
The YMCA was the clear leader throughout the RFP review process and continues to
work diligently with staff to ensure the success of the Aquatic Center. The YMCA is
currently gearing up for operations to begin on May 30, 2011, which is Memorial Day. The
YMCA stated early in the RFP process that reaching a return of 60 percent will be difficult
but is possible. Staff recommends award of the contract to the YMCA.
Fiscal Analysis
The YMCA has developed a draft operations budget based on the previously prepared
Ballard King Report. Through a series of meetings and negotiations, staff and the
YMCA agreed upon a year -one draft operations budget (included as an exhibit to the
Contract). The draft budget for the first year of operations projects expenditures of
$1,289,264 against revenues of $540,735 resulting in a net loss of $748,529. This
provides a conservative 42 percent rate of recovery. Staff and the YMCA believe
revenues may be significantly higher if the Aquatic Center is programmed to its
maximum potential.
Prepared By:
Ryan Stendell
Senior Management Analyst
Paul S. Gibson, Director of Finance
Approved By:
IN
Depa
Mark Greehwood, P.E
Director ct Public Works
CITY COUNCIL4TION
APPROVED DENTED
RECEIVED OTHER
AYES:
NOES:
ABSENT:
ABSTAIN:
VERIFIED BY. -
Original on File with City Cle ' Office
* Approved the recommendation with the Amended
Program Budget figures for the Annual Management
and Operation Services as outlined in Exhibit B
and appropriate said funds. 5-0
MANAGEMENT & OPERATIONS AGREEMENT
THIS MANAGEMENT & OPERATIONS AGREEMENT ("Agreement"), made and
entered into this 10th day of February , 2011, by and between THE
CITY OF PALM DESERT, a municipal corporation, hereinafter referred to as "CITY"
and FAMILY YMCA OF THE DESERT, hereinafter referred to as "CONSULTANT".
The CITY and CONSULTANT are sometimes collectively referred to as "Parties" and
individually referred to as "Party." The Agreement is made in light of the following
Recitals:
RECITALS
WHEREAS, CONSULTANT is a California non-profit public benefit corporation,
experienced in managing and operating recreational facilities in the Coachella Valley;
Fes,
WHEREAS, CITY desires to engage CONSULTANT to operate and manage the
Aquatic Center as set forth in Exhibit "A" (CONSULTANT'S Proposal of Services) upon
the terms and conditions set forth in this Agreement.
NOW, THEREFORE, in consideration of the mutual promises set forth herein,
and in light of the above Recitals, which are hereby made a part of this Agreement, the
parties hereto agree as follows:
AGREEMENT
(1) TERM:
(1.1) The term of this Agreement shall commence on January 14, 2011
("Commencement Date") and continue through June 30, 2012 ("Termination Date")
Notwithstanding the foregoing, however, either Party may terminate this Agreement
without cause at any time by delivery to the other Party of 90 days written notice. Either
Party may terminate this Agreement for cause at any time by delivery to the other Party
of 30 days written notice. In any such case, the CONSULTANT shall be paid the
reasonable value of the services rendered, based upon a pro rata portion of
CONSULTANT'S Fixed Management Fee, up to the time of the termination. The
CONSULTANT shall keep adequate records to substantiate costs and provide copies of
original timecards in the event of termination or suspension.
(1.2) The CITY, at its option, may extend the term of this Agreement for up to
two one-year contract extensions based on CONSULTANT'S performance and mutual
agreement. In the event of the exercise of such option by the CITY, all other terms of
this Agreement shall remain the same, except for the new Termination Date, as agreed
to by the Parties.
(2) CONSULTANT'S RESPONSIBILITIES: Without in any way limiting
CONSULTANT'S right to manage and operate the Aquatic Center in accordance with
the terms of this Agreement, CONSULTANT shall perform the following services, or
cause the same to be performed for the Aquatic Center, and all expenditures of
CONSULTANT and costs and expenses incurred by CONSULTANT in performing
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these services shall be expenses of the Aquatic Center, which expenses of the Aquatic
Center shall be paid by the City:
(2.1) manage and operate the Aquatic Center, including but not limited to,
all pool areas, play features, concessions, restrooms/locker facilities, multi -use rooms,
and related facilities.
(2.2) maintain financial operations including, but not limited to, budgeting,
payroll collecting, reporting and accounting for all revenues and expenditures.
training.
(2.3) sustain day-to-day Aquatic Center operation, including staffing and
(2.4) develop programs including recreational and lap swimming, swim
lessons, water aerobics, water sports, and other programs necessary to meet the needs
of the community and/or generate revenue.
(2.5) perform facility marketing for daily activities, rentals, private parties
and coordination of large scale special events.
(2.6) procure all materials, labor, supplies, licenses, and equipment
necessary for the efficient operation of the Aquatic Center.
(3) PERSONNEL:
(3.1) CONSULTANT represents that, it employs or will employ, all
personnel required in performing the services under this Agreement.
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(3.2) All of the services required hereunder will be performed by
CONSULTANT or under its direct supervision, and all personnel engaged in the work
shall be qualified and shall be authorized or permitted under state and local law to
perform such services.
(3.3) CONSULTANT warrants that he has not employed or retained any
company or person, other than a bona fide employee working solely for the
CONSULTANT, to solicit or secure this Agreement, and that he has not paid or agreed
to pay any company or person, other than a bona fide employee working solely for the
CONSULTANT, any fee, commission, percentage, brokerage fee, gifts, or any other
consideration, contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, CITY shall have the right to annul this
Agreement without liability or in its discretion to deduct from the contract price or
consideration, or otherwise recover, the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee.
(3.4) In connection with the execution of this Agreement, the
CONSULTANT shall not discriminate against any employee or applicant for
employment because of race, religion, color, sex or national origin. The CONSULTANT
shall take affirmative actions to insure equal employment opportunity and that
employees are treated, during their employment, without regard to their race, religion,
color, sex or national origin. Such actions shall include, but not be limited to, the
following: employment, upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay, or other forms of compensation and
selection for training, including apprenticeship.
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(4) DESIGNEE OF THE CITY: Until such time as CONSULTANT shall have
received written notice to the contrary, the "designee of the CITY" as that term is used
herein, shall be the City Manager.
(5) FIXED MANAGEMENT FEE; REIMBURSEMENT FOR EXPENSES: The CITY
agrees to pay the CONSULTANT a monthly fixed management fee of
$ ("Fixed Management Fee"). The Fixed Management Fee shall be
paid monthly, in arrears, within 30 days of receipt of the invoice.
In addition to the Fixed Management Fee, the CITY shall, on a monthly basis,
reimburse CONSULTANT for costs and expenses incurred by CONSULTANT in
performing the services under this Agreement as identified in Exhibit "A" of this
Agreement. However, CONSULTANT shall not exceed the Palm Desert Aquatic Center
Program Budget ("Program Budget") amount without prior consent of the City Council.
The Program Budget is included herein as Exhibit "B"
(6) PERCENTAGE MANAGEMENT FEE. In addition to the Fixed Management
Fee, for the period from the date of this Agreement to expiration of its term,
CONSULTANT shall receive a "Percentage Management Fee" equal to fifty percent of
the amount by which the Gross Revenues of the portions of the Aquatic Center
operated by CONSULTANT exceeds the Threshold Amount; provided that in no event
shall the Percentage Management Fee in any one Operating Year exceed an amount
equal to twelve months cumulative total of Fixed Management Fee. The Threshold
Amounts are as follows:
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Desired
Percentage Management Fee
Year
Recovery
Threshold Amount
Rate
Year One (FY11 /12)
46%
$ 593,061.44
Year Two FY12/13
48%
$ 618,846.72
Year Three FY13/14
53%
$ 683,309.92
Year Four FY14/15
56%
$ 721,987.84
Year Five FY15/16
60%
$ 773,558.40
The Percentage Management Fee shall be paid to CONSULTANT annually, in
arrears, within 45 days following CONSULTANT Delivery to the CITY of the annual
statement required by Section 7.7.2 below, and shall be based on the Gross Revenues
for the Operating Year covered by such statement.
In the event of any corrections to any monthly or annual statements, the
Parties shall promptly make the necessary adjustments between themselves.
Any Percentage Management Fee owing as of the expiration or earlier
termination of this Agreement shall be payable concurrently with the delivery to the
CITY of the final statement per Section 7.7.2 hereof.
(6.1) Gross Revenues Defined. For the purpose of determining the
Percentage Management Fee, the term "Gross Revenues" means all money received
as a result of the operation of the Aquatic Center and the sale of goods and services at
the Aquatic Center, determined on a cash basis in accordance with generally accepted
accounting principles consistently applied. Gross Revenues shall include all forms of
entry fees, rental fees, program/instruction fees, rental and concession payments, food
and beverage sales, revenue generated from space rentals and from meetings,
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banquets, parties, tournaments, and other group gatherings, and merchandise sales.
The following shall be excluded from Gross Revenues:
• Cost of goods returned
• Monies and or credits received in settlement of claims for loss or
damage to goods, wares, food, or merchandise.
• Compensation paid to program instructors providing lessons and
related services, who are not employees of the CONSULTANT
• Credit card carrying charges
• All sales taxes, admission taxes, use taxes, so-called luxury taxes,
entertainment taxes, value added taxes, excise taxes, gross receipt taxes, and similar
taxes, whether imposed under any existing or future rules, regulations, laws or
ordinances, upon the sales of food, beverages, merchandise or services and whether or
not added to or included in the selling price.
• Delivery Charges
• Interest, service or sales carrying charges paid by customers for
extension of credit on sales.
• Any receipts from the transfer of goods, wares or merchandise from
the Aquatic Center to any other store owned by CONSULTANT or the CITY.
proceeds.
• Bad debts and bad checks.
• Proceeds of insurance, except business interruption insurance
• Receipts from sales to employees at a discount.
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• Proceeds from the bulk sale of any merchandise (i.e., a sale not
made in the ordinary course of business).
• Proceeds from the sale of fixtures or equipment.
• Any amount received by CONSULTANT in connection with any
claim, demand, or lawsuit.
• Initial operating funds in the Aquatic Center accounts and funds
subsequently provided by the CONSULTANT, if any.
(7) AQUATIC CENTER ACCOUNTS: The Aquatic Center shall cause to be
established bank accounts for the operations of the Aquatic Center at a banking
institution (which banking institution shall be determined by the CITY), such accounts to
be in the CITY'S name. CONSULTANT will collect and deposit daily in the Aquatic
Center Accounts designated by the CITY all monies received from the operations of the
Aquatic Center.
(7.1) All revenues generated by the Aquatic Center shall be the property
of the CITY. Revenue collection procedures shall be in accordance with the method
approved by the CITY. The deposit shall be made with the bank no later than the next
business day following the date on which the revenues are collected. A duplicate copy
of the deposit receipt identifying the amount collected by CONSULTANT and its deposit
with the bank shall be delivered by CONSULTANT to the designee of the CITY on a
weekly basis, or, at the option of the CITY, CONSULTANT shall provide the CITY with a
weekly bank deposit report via a computerized "on-line" reporting system.
(7.2) Until such monies or other things of value have been deposited in
the CITY'S account and verified by the bank in accordance with this Agreement,
CONSULTANT bears the risk of loss for such monies and other things of value to the
extent the loss is caused by the negligence of CONSULTANT or the intentional acts of
any of CONSULTANT'S employees. The CITY shall bear the risk of loss for all other
losses of such monies and things of value. Should such an event or act occur,
CONSULTANT shall notify as soon as possible the designee of the CITY and the
County Sheriff and CONSULTANT shall prepare a report of such incident.
CONSULTANT shall notify the CITY of any operational changes deemed necessary by
CONSULTANT to safeguard the CITY'S monies or things of value.
(7.3) CONSULTANT shall require of the bank holding the CITY'S funds
that all funds be secured to such an extent and in such a manner as is required by
applicable law in connection with the deposit of funds of a public entity.
(7.4) CONSULTANT shall design, establish, implement and maintain
procedures for the accounting and control of the revenues from the time of their
collection by CONSULTANT to the time of deposit at the bank. This shall include a
system of internal controls to account for all gross revenues. Such procedures shall
include each of the accounting and cash control processes identified recommended by
CONSULTANT and approved by the designee of the CITY, which approval shall not
unreasonably be withheld.
(7.5) CONSULTANT shall maintain in accordance with GAAP (Generally
Accepted Accounting Principles) adequate books of account with respect to its
management and operations of the facilities and shall maintain such books at its local
offices in Palm Desert, California. CONSULTANT shall keep full accurate books of
account and such other records as are necessary to reflect the results of the operation
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of the Aquatic Center. For this purpose, CONSULTANT agrees it will make available to
the CITY upon reasonable request and during normal business hours all books and
records in CONSULTANT'S possession relating to the Aquatic Center, including
contract documents, invoices and construction records. All accounting records shall be
maintained in accordance with GAAP and shall be maintained in a cash format for each
Operating Year. All such books, records, and reports shall be maintained separately
from other facilities operated by CONSULTANT. CONSULTANT agrees to maintain
reasonable and necessary accounting, operating, and administrative controls relating to
the financial aspects of the Aquatic Center, and such controls shall provide checks and
balances designed to protect the Aquatic Center, CONSULTANT, and the CITY.
CONSULTANT shall maintain all financial and accounting books and records for a
period of at least three years after the expiration or earlier termination of this
Agreement, and the CITY shall have the right to inspect and audit such books and
records during such period as provided below.
CONSULTANT shall provide the CITY with a verification and accounting system
as directed by the CITY for all monies, gross receipts, revenues, fees and charges
collected at the Aquatic Center. Such system shall include:
(a) Recordation of all sales by means of a cash register, which will
display the amount of each sale and automatically issue a customer's receipt. The cash
registers used by CONSULTANT shall be approved by the CITY. Said cash registers
shall in all cases have locked in sales total transaction counters that are constantly
accumulating and which cannot, in any case, be reset, and in addition, a tape loaded
within the cash registers on which transaction numbers and sales details are imprinted.
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Beginning and ending cash register readings shall be made a matter of daily record. In
the event of a mechanical or electrical failure of cash register, CONSULTANT shall
record by hand all collections and issue a customer receipt in like manner.
(b) Entry of each and every Aquatic Center user's name on an entry
(c) Totaling of Aquatic Center users at the end of each day and
reconciliation of fee category totals on cash register detail tapes.
(d) Maintenance of a daily log book detailing the number of Aquatic
Center users by fee category and total amount of cash collected by fee category.
(7.6) The CITY or its authorized agents, auditors, or representatives shall
have the right upon reasonable request and during normal business hours to review,
inspect, audit, and copy the books, records, invoices, deposit receipts, canceled checks,
and other accounting and financial information maintained by CONSULTANT in
connection with the operation of the Aquatic Center. All such books and records shall
be made available to the CITY at the Aquatic Center, unless the CITY and
CONSULTANT agree upon another location. The CONSULTANT shall have the right
to retain an independent accounting firm to audit the books and records of the Aquatic
Center on an annual basis. The CITY'S rights under this Section shall continue after
termination of this Agreement.
(7.7) CONSULTANT shall deliver to the CITY the following financial
statements, in a form reasonably acceptable to the CITY:
(7.7.1) Within 20 days after the end of each calendar month, a
statement of Gross Revenues, showing the results of operation of the Aquatic Center
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for such month and for the Operating Year to date, which statement shall include
sufficient detail to reflect all Gross Revenues, Aquatic Center Expenses and the Fixed
Management Fee. Such statements shall include a budget comparison, a variance
report, and such other customary reports as may reasonably be requested by the CITY.
Such statement shall be certified as correct by an authorized financial officer of
CONSULTANT; and
(7.7.2) Within 30 days after the end of each Operating Year, a
statement of profits, losses, and Gross Revenues, showing the results of operation of
the Aquatic Center for such Operating Year which statement shall include sufficient
detail to reflect all Gross Revenues, Aquatic Center Expenses, the Fixed Management
Fee, and the Percentage Management Fee (if applicable) for such period. Such
statement shall be certified as correct by an authorized officer of CONSULTANT. Such
statements shall include a budget comparison, a variance report, and such other
customary reports as may reasonably be requested by the designee of the CITY. If
requested by the designee of the CITY, and at the sole expense of the CITY, these
financial statements shall be certified by an independent certified public accountant
acceptable to the designee of the CITY and provided to the CITY within 90 days after
the end of the Operating Year. CONSULTANT shall provide to the designee of the
CITY, within 30 days of end of each calendar month, that calendar month's payroll
register by department and individual.
If CONSULTANT fails to provide to the CITY any monthly or annual
statement at the time and in the manner specified in this Agreement, this failure shall
constitute a material default under this Agreement and the CITY shall have the right, in
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addition to any other rights or remedies it may have under this Agreement, to conduct
an audit to determine these sales, and CONSULTANT shall immediately reimburse the
CITY for the cost of the audit on written demand by the CITY. If the actual monthly or
annual Gross Revenues shown by any audit of the CITY (whether hereunder or under
Sections 7.5 or 7.6) is found to be three percent or greater than the amount of the Gross
Revenues shown on the statement provided by CONSULTANT, or if there are any other
material irregularities, the overstatement or such irregularities shall be deemed willful
and the CITY may terminate this Agreement upon written notice given at any time within
60 days after receipt of the audit by the CITY. If at any time CONSULTANT causes an
audit of CONSULTANT'S business at the Aquatic Center to be made by an
independent accountant, CONSULTANT shall furnish the CITY a copy of the report of
this audit at no cost to the CITY, within ten days after CONSULTANT'S receipt of the
audit report.
(7.8) CONSULTANT shall provide the CITY with all computerized data in
a format acceptable to the designee of the CITY.
(8) PUBLICITY: Any commercial advertisements, press releases, articles, or other
media information using the CITY'S name shall be subject to the prior approval of the
CITY, which approvals shall not be unreasonably withheld.
(9) ATTORNEY FEES: In the event that any judgment is entered in any action upon
this Agreement, the Party hereto against whom such judgment is rendered agrees to
pay the other Party an amount equal to the reasonable attorneys fees and court costs
actually incurred by other Party in such action and that such amount may be added to
and made a part of such judgment.
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(10) SUCCESSORS AND ASSIGNS: This Agreement shall be binding on the
successors and assigns of the Parties, but it shall not be assigned by the
CONSULTANT without written consent of the CITY.
(11) INDEPENDENT CONTRACTOR: The CONSULTANT shall be an independent
contractor, not an employee of the CITY.
(12) APPLICABLE LAW: This Agreement shall be construed and interpreted in
accordance with, and shall be governed by, the laws of the State of California. The
Parties agree that the Superior Court of the State of California, County of Riverside shall
have jurisdiction of any litigation between the Parties relating to this Agreement. The
CONSULTANT shall comply with all federal, state and local laws, ordinances and
regulations applicable to work.
(13) MODIFICATIONS AND CHANGES: No change in the character or extent of the
work to be performed by the CONSULTANT shall be made except by supplemental
authority in writing between CITY and the CONSULTANT. The supplemental authority
shall set forth the changes of work, extension of time and adjustment of the fee to be
paid by CITY to the CONSULTANT, if any.
(14) INSURANCE.
(14.1) Time for Compliance. CONSULTANT shall not commence
Services under this Agreement until it has provided evidence satisfactory to the CITY
that it has secured all insurance required under this Section. In addition,
CONSULTANT shall not allow any subcontractor to commence work on any
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subcontract until it has provided evidence satisfactory to the CITY that the subcontractor
has secured all insurance required under this Section.
(14.2) Minimum Requirements. CONSULTANT shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for
injuries to persons or damages to property which may arise from or in connection with
the performance of the Agreement by CONSULTANT, its agents, representatives,
employees or subcontractors. CONSULTANT shall also require all of its subcontractors
to procure and maintain the same insurance for the duration of the Agreement. Such
insurance shall meet at least the following minimum levels of coverage:
(14.2.1) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (A) General Liability: Insurance Services
Office Commercial General Liability Coverage (occurrence form CG 0001); (B)
Automobile Liability: Insurance Services Office Business Auto Coverage form number
CA 0001, code 1 (any auto); and (C) Workers' Compensation and Employers' Liability:
Workers' Compensation Insurance as required by the State of California and
Employer's Liability Insurance.
(14.2.2) Minimum Limits of Insurance. CONSULTANT shall maintain
limits of no less than: (A) General Liability: $10,000,000 per occurrence for bodily injury,
personal injury and property damage and $20,000,000 in general aggregate. If
Commercial General Liability Insurance or other form with general aggregate limit is
used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required
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occurrence limit; (B) Automobile Liability: $10,000,000 per accident for bodily injury and
property damage; and (C) Workers' Compensation and Employer's Liability: Workers'
compensation limits as required by the Labor Code of the State of California.
Employer's Liability limits of $1,000,000 per accident for bodily injury or disease.
(14.3) Insurance Endorsements. The insurance policies shall contain the
following provisions, or CONSULTANT shall provide endorsements on forms supplied
or approved by the CITY to add the following provisions to the insurance policies:
(14.3.1) General Liabilitv. The general liability policy shall be endorsed to
state that: (A) the CITY and its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the services
performed by or on behalf of CONSULTANT, including materials, parts or equipment
furnished in connection with such work; and (B) the insurance coverage shall be primary
insurance with respect to the CITY and its directors, officials, officers, employees,
agents and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of CONSULTANT'S scheduled underlying coverage. Any insurance or self-
insurance maintained by the CITY and its directors, officials, officers, employees,
agents and volunteers shall be excess of CONSULTANT'S insurance and shall not be
called upon to contribute with it.
(14.3.2) Automobile Liabilitv. The automobile liability policy shall be
endorsed to state that: (A) the CITY and its directors, officials, officers, employees,
agents and volunteers shall be covered as additional insureds with respect to the
ownership, operation, maintenance, use, loading or unloading of any auto owned,
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leased, hired or borrowed by CONSULTANT or for which CONSULTANT is
responsible; and (B) the insurance coverage shall be primary insurance with respect to
the CITY its directors, officials, officers, employees, agents and volunteers, or if excess,
shall stand in an unbroken chain of coverage excess of CONSULTANT'S scheduled
underlying coverage. Any insurance or self-insurance maintained by the CITY and its
directors, officials, officers, employees, agents and volunteers shall be excess of
CONSULTANT'S insurance and shall not be called upon to contribute with it.
(14.3.3) Workers' Compensation and Employer's Liability Coverage. The
insurer shall agree to waive all rights of subrogation against the CITY and its directors,
officials, officers, employees, agents and volunteers for losses paid under the terms of
the insurance policy which arise from work performed by CONSULTANT.
(14.3.4) All Coverages. Each insurance policy required by this Agreement
shall be endorsed to state that: (A) coverage shall not be canceled except after thirty
(30) days prior written notice by certified mail, return receipt requested, has been given
to the CITY; and (B) any failure to comply with reporting or other provisions of the
policies, including breaches of warranties, shall not affect coverage provided to the
CITY and its directors, officials, officers, employees, agents and volunteers.
(14.3.5) Separation of Insureds; No Special Limitations. All insurance
required by this Section shall contain standard separation of insureds provisions. In
addition, such insurance shall not contain any special limitations on the scope of
protection afforded to the CITY and its directors, officials, officers, employees, agents
and volunteers.
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(14.4) Acceptability of Insurers. Insurance is to be placed with insurers
with a current A.M. Best's rating no less than A:VIII, licensed to do business in
California, and satisfactory to the CITY.
(14.5) Verification of Coverage. CONSULTANT shall furnish CITY with
original certificates of insurance and endorsements affecting coverage required by this
Agreement on forms satisfactory to the CITY. The certificates and endorsements for
each insurance policy shall be signed by a person authorized by that insurer to bind
coverage on its behalf. All certificates and endorsements must be received and
approved by the CITY before work commences.
(15) CONFLICTS OF INTEREST: No officer, member or employee of the CITY
during his tenure or one year thereafter shall have any interest, direct or indirect, in this
Agreement or the proceeds thereof. The Parties hereto covenant and agree that to
their knowledge no member of the CITY Council, officer or employee of the CITY has
any interest, whether contractual, non -contractual, financial or otherwise, in this
transaction, or in business of the contracting Party other than the CITY, and that if any
such interest comes to the knowledge of either Party at any time a full and complete
disclosure of all such information will be made in writing to the other Party or Parties,
even if such interest would not be considered a conflict of interest under applicable
laws.
The CONSULTANT hereby covenants that it has, at the time of this Agreement,
no interest, and that it shall not acquire any interest in the future, direct or indirect, which
would conflict in any manner or degree with the performance of services required to be
performed pursuant to this Agreement. The CONSULTANT further covenants that in
the performance of this work no person having any such interest shall be employed by
the CONSULTANT.
(16) INDEMNITIES:
(16.1) CONSULTANT'S Indemnity: CONSULTANT agrees to indemnify,
defend (with counsel reasonably acceptable to CITY), protect, and hold harmless the
CITY, and all CITY Personnel from and against any and all claims, demands, actions,
lawsuits, proceedings, damages, liabilities, judgments, penalties, fines, attorneys' fees,
costs and expenses:
(16.1.1) which result from any action taken by CONSULTANT relating to
the Aquatic Center (i) that is expressly prohibited by this Agreement, or (ii) that is not
within the scope of CONSULTANT'S duties under this Agreement, or (iii) that is not
within CONSULTANT'S delegated authority under this Agreement; or
(16.1.2) which result from any violations by CONSULTANT or
CONSULTANT'S agents, employees, invitees, contractors, subcontractors or
assignees of any law, ordinance, rule or regulation governing or otherwise affecting the
business operations of CONSULTANT or CONSULTANT'S performance of services
and obligations under this Agreement; or
(16.1.3) which result from any injury or death of any person (including,
without limitation, injury or death of CONSULTANT'S employees, agents, visitors,
invitees, assignees, contractors or subcontractors within CONSULTANT'S control) or
damage or destruction of the property of any person or entity which occurs by reason of
the negligent actions or omissions or willful misconduct of CONSULTANT or
19
CONSULTANT'S agents, employees, invitees, contractors, subcontractors, or
assignees, or material breach or default by CONSULTANT or CONSULTANT'S agents,
employees, invitees, contractors, subcontractors, or assignees, in performance of
CONSULTANT'S services under this Agreement or otherwise caused by the negligent
actions or omissions or willful misconduct of CONSULTANT or CONSULTANT'S
agents, employees, invitees, contractors, subcontractors, or assignees; or
(16.1.4) which result from any other act or omission not enumerated
above constituting the negligence or willful misconduct by CONSULTANT or any officer,
director, or employee of CONSULTANT; or
(16.1.5) for any costs, fees, fines or losses that may result from
environmental contamination or natural resource damage on the subject property if
caused by CONSULTANT'S performance in storing, using or disposing of hazardous or
toxic substances or materials or wastes such as, but not limited to, herbicides,
pesticides, algaecides or other water treatment chemicals.
This indemnity provision shall survive the expiration or termination of this
Agreement. CONSULTANT hereby stipulates and agrees that no condition precedent
to its indemnification obligations stated herein, whether by way of notice or otherwise,
exists or shall constitute a defense to its obligation to defend, indemnify and hold
harmless the CITY, and the CITY Personnel in any such circumstances.
(16.2) CITY'S Indemnity: The CITY agrees to indemnity, defend (with
counsel reasonably satisfactory to CONSULTANT), protect, and hold harmless
CONSULTANT and its owners, officers, directors, and employees from and against any
and all claims demands, actions, lawsuits, proceedings, damages, liabilities, judgments,
20
penalties, fines, attorneys' fees, costs, and expenses arising from (i) any act or omission
to the extent caused by the negligence or willful misconduct by the CITY or any officer,
director, employee, or agent of the CITY, (ii) ownership, leasing, organization,
development or construction of the Aquatic Center, (iii) any environmental
contamination conditions that are the result of the presence of hazardous or toxic
substances or materials or wastes that were pre-existing before this Agreement
between CONSULTANT and CITY first executed, and which may be uncovered or
discovered during or after the term of this Agreement, or if present at the Aquatic Center
by any cause other than CONSULTANT'S performance in storing, using or disposing of
hazardous or toxic substances or materials or wastes, such as, but not limited to,
herbicides, pesticides, algaecides or other water treatment chemicals, (iv) claims by
third parties against CONSULTANT arising from any other actions or omissions of the
CITY, City personnel, or others for whom any of them are responsible or (v) claims
which result from any other act or omission not enumerated above constituting the
negligence or willful misconduct by CITY or any officer, director, or employee or official
of CITY.
This indemnity provision shall survive the expiration or termination of this
Agreement. CITY hereby stipulates and agrees that no condition precedent to its
indemnification obligations stated herein, whether by way of notice or otherwise, exists
or shall constitute a defense to its obligation to defend, indemnify and hold harmless the
CONSULTANT, and CONSULTANT's owners, officers, directors, and employees in
any such circumstances.
21
(17) In case of conflicts within the contract documents, the document precedence shall
be as follows:
(a) This Agreement;
(b) Exhibit "A" (CONSULTANT'S Proposal of Services, and any
written modifications thereto).
IN WITNESS WHEREOF, said Parties have executed this Agreement the
date first hereinabove written.
CITY OF PALM DESERT
Municipal Corporation
Cindy Finerty, Mayor
Date:
ATTEST:
Rachelle Klassen, City Clerk
APPROVED AS TO CONTENT:
Mark Greenwood, P.E.
Director of Public Works
FAMILY YMCA OF THE DESERT
Authorized Signature
Date:
David J. Erwin, City Attorney
22
I:VA:IWkd v_M
CONSULTANTS PROPOSAL OF SERVICES
23
Family YMCA of the Desert
Proposal to City of Palm Desert
Aquatics Center
Letter of Transmittal......................................................................................pg. 1
Management Approach (Blue Tab 1)
Qualifications, Related Experience and References of Proposer
...................................pg. 2
Staff References, Resumes & Certifications
Pleasesee attached appendix..................................................................pg.
2
Key Personnel Proposed to Perform Work............................................................pg.
5
Proposed Subcontractors.................................................................................pg.
7
Project Organization Chart
Please see attached appendix..................................................................pg.
20
Statementof Intent........................................................................................pg.
8
Proposed On -Site Non -Management Staffing Levels.................................................pg.
8
Proposed Services (Blue Tab 2)
Management and Operations of the Aquatics Center................................................pg.
12
Birthday Party Form
Please see attached appendix..................................................................pg.
21
FinancialOperations....................................................................................pg. 14
Risk Management
Please see attached appendix......................................................... :......... pg. 23
Policy Development
Please see attached appendix................................................................pg. 48
Signing Philosophy
Please see attached appendix................................................................pg. 57
Recruitment and Hiring Process......................................................................pg. 15
24
Day -to -Day Operation and Training..................................................................pg.
17
YMCA Safety Training Calendar
Please see attached appendix................................................................pg.
61
Lifeguard Training Program and Lifeguard Rotation Process.....................................pg.
17
Program Development..................................................................................pg.
18
Aquatics Evaluation
Please see attached appendix................................................................pg.
65
Membership and Program Registration Forms
Please see attached appendix..................................................................pg.
66
Program Development Chart
Please see attached appendix................................................................pg.
69
Marketing.................................................................................................pg. 20
Procurement Planning Proposed Services............................................................pg. 22
FeeStructure.............................................................................................pg. 23
MaintenancePlan........................................................................................pg. 23
Appendix (Blue Tab 3)
25
LETTER OF TRANSMITTAL
TO: Ryan Stendell, Senior Management Analyst
City of Palm Desert
FROM: Family YMCA of the Desert
A. Robert Ballew, CEO
Family YMCA of the Desert
43-930 San Pablo Ave.
Palm Desert CA, 92260
Telephone No.: 760-341-9622
Fax No. 760- 779-9651
E-Mail: Desertvmcacanna,Aol.Com
B. N/A
C. Received Addendum No. I
D. Our proposal will remain valid for no less than 120 days from submittal.
E. Signa f uth ed Representative
Signiture of Authonzed YMCA Representative
F. I attest Xe CinforrnatiorUn&s proposal is true and correct.
fl. VVK - -
Rob Ballew, CE amity YM of the Desert
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Qualifications, Related Experience and References of Proposer
The Family YMCA of the Desert is part of a nation wide system of YMCA's, with the original
YMCA being founded in 1851. All YMCA's are independent 501 c3 non-profitorganizations
and the national YMCA (YMCA of the USA) provides support, training and new program
information to the local associations. The Family YMCA of the Desert is a community based
organization which started in 1982. Currently, our organization has 42 program sites throughout
the valley and daily we care for 3,342 children and our 351 employees are dedicated to building
character in kids. In addition, all 28 members of the Board of Directors live in the Coachella
Valley and support our efforts to build a stronger community. Moreover, our budget is
$6 million and we are program based when it comes to funding our organization. In other words,
we are not tax supported, we work to generate dollars through program fees, and less than 10%
of our budget comes from donations. We are conservative in nature and put funds away in
reserves for both operations and maintenance. It is the nature of the YMCA's to fund the
operations through good fiscal controls and program income.
The Family YMCA of the Desert is a not -for -profit organization and holds childcare service
contracts with local school districts and with the California Department of Education (CDE).
The YMCA receives grants from local city governments, private donations, membership fees,
and program service fees. Furthermore, an annual audit of the financial statements are
completed in accordance with auditing standards generally accepted in the United States of
America and the standards applicable to financial audits contained in Government Auditing
Standards issued by the Comptroller General of the United States. This organization has not had
any significant deficiencies in internal controls over the last five years and no material
weaknesses or non-compliance materials have been rioted. In addition, The Family YMCA of
Page 2
MA
the Desert's current budget is $6,018,659.00. Moreover, as of June 30, 2010, net property and
equipment totals are $237,305.00 and permanently restricted assets are at $56,482.00. As of
June 20, 2010, revenue liability is'at $25,397.00 and as of October 31, 2010, reserve funds total
$200,822.00.
This organization does not have any conditions such as bankruptcy, office closures, mergers, or
litigations that would adversely affect it.
YMCA's have always led the charge in sports and exercise. Aquatics has been one of the strong
points of the YMCA dating back to 1907 when the Detroit YMCA started the first organized
swim lessons in the country. From 1907 to now the YMCA has taught more people to swim than
any other organization in the country. The YMCA is a national leader in swim lessons, swim
teams for all ages, water aerobics, diving lessons, scuba diving, water therapy and several other
water related programs and The Family YMCA of the Desert has been providing swim lessons
for the past 28 years. Our primary program focus has been pre-schools, after school child care
and sports and fitness. Aquatics has been implemented in most of these programs. We were the
only organization to work with all three school districts and offer free swim lessons to their high
school students upon learning of the drowning of one of their students, at La Quinta High
School, about five years ago.
We were the first organization to offer free swimming lessons to the kids in the Coachella Valley
by way of a grant from the Anderson Foundation. We have organized aquatic programs at the
Desert Hot Springs pool, Palm Springs pool, Fritz Burns pool, Palm Desert High School pool
and a number of special event lessons in private country clubs. We have provided lessons to
over 600 kids each year. Beyond the basic swim lessons, our staff teaches first aid, CPR, senior
life saving, and certifies both instructors and lifeguards. Our YMCA implemented water
Page 3
9.1
aerobics, water walking for seniors, family fun nights, dive -in movies, dinner and a swim,
competition stroke development, water polo clinics and many theme based private swim parties.
Our YMCA has a great relationship with several non-profit youth groups and organizations
throughout the valley which are able to take advantage of our aquatic programs.
Within our existing aquatics staff we have two local graduates who were both female, high
school all Americans in water polo, one of which went on to be captain of the USC water polo
team and a NCAA all American and a member of the USA national team. We also have a
volunteer who played for the men's USC water polo team, was a NCAA all American, a member
of the Slovak national team and is now an assistant coach at USC form men's and women's
water polo and swim. The CEO of the Family YMCA of the Desert has over 35 years of YMCA
experience and aquatics has been part of each of his four YMCA assignments. The most
noteworthy aquatics complex was an indoor 25 yd. x 8 lane pool and a 40 x 60 therapy and
lesson pool. Our proposed key manager for the Palm Desert Aquatic Center is not yet an
employee of the YMCA. The background, skill and accomplishments of this person will be
stated later in the appendix of this RFP.
The Family YMCA of the Desert has been a partner with the City of Palm Desert in several
projects for the betterment of the community. The past experiences include the Jean Benson Pre -
School, the Palm Desert Middle School teen center, the Lincoln Elementary after school and
ASES programs and summer day camp. The Y has also been involved in several block grant
projects, both capital and program based. To this date, our accounting and reporting procedures
have always been up to the expectations of the City of Palm Desert and the State.
Staff References, Resumes & Certifications
Please see attached appendix page 2
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29
Key Personnel Proposed to Perform Work
Theodore Boyett, Project Manager and Safety Policy Manager
• Duration of the position: 12 Months
• The project manager will oversee the following individuals: the assistant manager,
lifeguard manager, programs manager, special events manager and concessions/office
manager and oversee all aspects of safety checks within the facility
• Project manager will oversee all of the above mentioned aspects of the facility and the
maintenance of the facility
• This individual is applying for a position within the firm
Kelly Emmer, Project Assistant Manager
• Duration of the position: 12 Months
• The assistant manager will oversee the following individuals: the personal relations
manager, lifeguard manager, programs manager, special events manager and
concessions/office manager
• Assistant manager will oversee all of the above mentioned aspects of the facility and
assist in the maintenance of the facility.and safety
• This individual has been volunteering with the firm for the past twelve years and has
been employed with the firm for the past four years
Pavol Valovic, Special Events Manager
• Duration of the position:, 6 Months
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30
• The special events manager will oversee all but is not limited to: facility rentals for
birthday parties, business parties, training camps, high school and college swim and
water polo team operations, masters swim teams, diving teams, fundraising events,
National swim and water polo team operations, Southern Section swimming and water
polo competitions, etc. In addition to safety for all events.
• This individual has been volunteering with the firm for the past two years and is currently
employed at the University of Southern California as the men's and women's water polo
and swim team graduate assistant coach
Michelle Valovic, Programming Manager
• Duration of the position: 6 months
• The programming manager will oversee all but is not limited to: infant, children, adult
and senior programming, special exercise classes (shallow and deep water aerobics, water
walking, jazzercise), program safety, scuba, water polo and swimming classes, family fun
days and evenings, family fun swim meets, tiny tot play days, home school physical
education days, etc
• This individual has been volunteering with the firm for the past ten years and has been
employed with the firm for the past four years
Rene Hickey, Lifeguard Manager
• Duration of the position: 5 months
• The lifeguard manager will oversee all but is not limited to: all facility -employed
lifeguard staff and their scheduling and rotations, all lifeguard training courses, all water
safety training courses, all CPR, First Aid, general safety AED and Oxygen courses,
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31
overseeing general health and safety of patrons within the facility, regularly scheduled
safety training topics with aquatics staff, etc
• This individual has been contracting with the firm for the past five years
Adrian Ramirez, Office and Concessions Manager
• Duration of the position: 12 Months
• The office and concessions manager will oversee all but is not limited to: day to day
operations within the office that include all financial operations (budgeting, payroll,
collecting, reporting and accounting for all revenues and expenditures), overseeing and
scheduling all front office staff members, first aid and safety, day to day operations
within the concession stand, overseeing and scheduling all concession office staff, etc
• This individual has been employed with the firm for the past three years
Alison Elsner, Marketing Manager
• Duration of the position: 12 Months
• The marketing manager will oversee all but is not limited to: all marketing of the facility
for daily activities, rentals, private parties and coordination of large scale events
• This individual has been employed with the firm for the past eight years
Proposed Subcontractors
There are no proposed subcontractors at this time.
Project Organization Chart
Please see attached appendix page 20
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32
The Family YMCA of the Desert
Statement of Intent
The YMCA of the Desert understands that all key personnel mentioned in this
request for proposal for the Palm Desert Aquatics Facility will be available as stated in
this proposal. All key personnel will perform the duties mentioned and no person
designated as 'key' to the project shall be removed or replaced without the prior
written concurrence of the City.
Proposed on -site non -management staffing levels
Lifeguards
1 off duty lifeguard and two on duty lifeguards for every 1 to 50 patrons per pool area
1 off duty lifeguard and three on duty lifeguards for every 51 to 80 patrons per pool area
1 off duty lifeguard and four on duty lifeguards for every 81 to 120 patrons per pool area
1 off duty lifeguard and five on duty lifeguards for every 121 to 150 patrons per pool area
1 on duty lifeguard during all hours of operation in the recreational pool to perform swimming
tests for the safety of all patrons (one lap of swimming and two minutes of treading water)
• The following is based on Red Cross Guidelines. `Per pool area' symbolizes the
different components of the facility (the therapy pool, recreational pool, 50 meter pool
and children's play area). Extra lifeguards will be placed on deck if conditions warrant.
Class Instructors
All children's instructional swim classes will operate at a one instructor to six student ratio.
These classes include the minnow swim class, fisif swim class, adaptive swim class, parent -child
class, home school P.E. class, the pike class, the eel class, the ray class and the guppy class. The
reasoning behind keeping children's classes at a one instructor to six student ratio is for safety
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33
reasons in the water and as much one-on-one time as possible while staying financially
responsible.
All adult instructional classes will operate at a one instructor to ten student ratio. These classes
include water polo, synchronized swimming, diving, competitive swimming, deep water and
shallow water aerobics, adult beginning, intermediate and advanced classes, water walking and
jazzercise. The reasoning behind keeping adult's classes at a one instructor to ten student ratio is
for safety reasons in the water and many competitive classes do not need as much one-on-one
direct supervision as children's classes do.
Front Office
In addition to the front office manager (which will also oversee the concessions), there will
always be two front office staff members on duty and one front office staff member on call
should patron numbers warrant it. One staff member will be responsible for checking patrons in
and one staff member will be responsible for directing patrons to swim tests, answering
questions and distributing safety wristbands. Should a second register need to be opened due to
patron numbers, the office manager or front office on call staff member may be utilized.
Concessions
In addition to the concessions manager (which will also oversee the front office), there will
always be two concessions staff members on duty and one concessions staff member on call
should patron numbers warrant it. One staff member will be responsible for taking orders and
handling transactions and one staff member will be responsible for handling and distributing the
food. Should a third staff member be needed, the concessions manager or on call staff member
may be utilized. Concessions staff members will always arrive on deck fifteen minutes prior to
the pool opening. Staff will be responsible for checking the following at the beginning and
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MI
ending of each shift: overall cleanliness of the concessions stand and surrounding areas,
quantities of food remaining in each category and what will need to be ordered (report to
concessions manager), provide a financial report at the end of each shift and end of the day; all
lights and mechanical items inside the concessions stand are on and in operating order (if not
report to the concessions manager immediately), all menus and advertisement for the concession
stand are fully stocked and maintained. Special family BBQ's, corporate picnics and swims,
special events can all be catered by our concession area. Closing procedures to be generally the
same, with staff checking for cleanliness, providing a financial report, checking all mechanicals
and food supplies, checking all brochures and locking up the concessions stand properly (lights
off and building locked).
Operations Staffing (Opening and Closing Procedures)
• Supervisor personnel will arrive on deck thirty minutes prior to the pool opening (this
includes manager and assistant manager, lifeguard manager, programs manager, special
events manager and concessions/front office manager).
• Lifeguards will arrive on deck fifteen minutes prior to the pool opening and be
responsible for checking the following: test all pools with the appropriate test kit and
record entries in the according log book, make sure all indoor lights are on for locker
rooms and restrooms, make sure locker rooms and restrooms are fully stocked for patrons
(toilet paper, paper towels, hand soap, etc), make sure locker rooms and restrooms are
clean and free of litter, lost and found items, etc, make sure entrance doors are unlocked,
make sure all safety equipment is in its proper place (reaching poles are accessible around
the pool and ring buoy lines are in place, backboards are in working order and first aid
kits are fully stocked), make sure the deck and surrounding areas are clean and play
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35
features are in working order (if not report to management immediately), and make sure
all pools are as clean as possible. Closing procedures to be generally the same, with
lifeguard staff checking all safety equipment, locker rooms and restroorns checked and
lights turned off, decks checked, water chemical testing and locking entrance gates.
• Front office staff will arrive on deck fifteen minutes prior to the pool opening and be
responsible for checking the following: all office equipment (computers, printers, fax
machines, credit card machines, etc) are turned on and are in working order (if not report
to management immediately), all office lights are turned on and in working order, all
office doors are unlocked, all informational brochures are checked and fully stocked at all
times, all program operation forms (registration for programs, employment applications,
rental applications, etc) are fully stocked at all times, check incoming and outgoing mail
and faxes, check phone messages and distribute to staff accordingly, print any and all
necessary program rosters for the day to distribute to instructional staff and check office
for overall cleanliness, perform follow-up phone callas for anyone reserving the facility
as their date approaches. Closing procedures to be generally the same, with front office
staff turning off all operating items, lights, checking front office cleanliness, restocking
any and all informational and program operation brochures, checking messages via
phone, fax and mail, performing and printing a financial report at the end of each shift
and end of the day and locking the office.
A Note for Patrons
• Patrons must sign in and out of the attendance log book daily and will not be permitted
into the facility without doing so.
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Management and Operations of the Aquatics Center
50 Meter Pool
• Aquatics manager, assistant manager and lifeguard manager will check the 50 meter pool
hourly for proper lifeguard staffing.
• Lifeguard staffing for the 50 meter pool will comply as follows:
o Two lifeguards for 1 to 50 patrons
o Three lifeguards for 51 to 80 patrons
o Four lifeguards for 81 to 120 patrons
o Five lifeguards for 121 to 150 patrons
• Lifeguards will rotate every twenty minutes from May to September and every thirty
minutes from October to April. Please refer to the lifeguard training and rotation
procedures for more details.
Recreational/Therany Pool with Slides
• Aquatics manager, assistant manager and lifeguard manager will check the recreational
pool and slides hourly for proper lifeguard and slide dispatcher staffing.
• Slide staffing will comply as follows:
o One slide dispatcher stationed at the top platform where patrons will enter the
slides
o' One slide lifeguard stationed at, the bottom of the slides where patrons exit the
slides
o The slide dispatcher will wait for a signal from the slide lifeguard to send the next
patron down the slide. This will only occur when the patron has exited the slide
safely and is not in any position where they may interfere with the next patron
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37
o All patrons wishing to ride the slides must be at least 48" inches tall and without
any health issues. Patrons must go down the slides feet first on their backs.
Please refer to the policy development procedures for more details.
• Recreational pool will have lifeguards stationed around the pool according to Red Cross
guidelines, which are stated above.
• All swimming safety tests will be provided by an additional in -water lifeguard in the
recreational pool. Please refer to the policy development procedures about wrist -banding
for more details.
Children's Water Play Structure
• Aquatics manager, assistant manager and lifeguard manager will check the water play
-structure hourly for proper lifeguard staffing.
• The children's water play structure will have lifeguards stationed around the structure
according to Red Cross guidelines, which are stated above.
• All safety rules and regulations will be abided by all patrons at all times. Please refer to
the policy development procedures about safety policies for more details.
Concessions and Front Entrance
• Aquatics manager, assistant manager and concessions/office manager will check the
concessions and front entrance hourly for proper staffing.
• The concessions stand will have two staff members in place at all times while in
operation. One staff member will be receiving customers and one staff member will be
handling orders in the back. If the capacity of the facility increases, staffing levels for the
concession stand will compensate for this.
Page 13
• Concessions stand will be maintained and staffed with monthly safety checks provided by
the concessions manager.
• The front office will have two staff members in place at all times while in operation. One
staff member will be receiving customers and one staff member will be assisting with
wrist band and member/non-member entrance cards. If the capacity of the facility
increases, staffing levels for the front office will compensate for this.
Restrooms and Locker Facilities
• During all pool hours of operation, there will be an `off -duty' lifeguard on deck during
rotations. This off -duty lifeguard will be responsible for checking all restroom and locker
room facilities for anything out of place before officially going off -duty. These restroom
and locker room checks will take place every twenty minutes. Please refer to the policy
development procedures about restroom and locker room procedures for more details.
Multi -Use Rooms
• All multi -use rooms will be checked hourly by the manager and assistant manager. If
any patron or outside agency wishes to use any multi -use room, they must schedule the
room accordingly with the aquatics staff. All scheduling of the multi -use room will be at
the sole discretion of the aquatics manager and assistant manager. For Facility rentals,
please refer to the Birthday Party form in the attached appendix on page 21.
Financial. Operations
Our Accounting Department will offer financial operations including but not limited to,
budgeting, payroll, collecting, reporting and accounting for all revenues and expenditures and
including detailed budget preparation of all income and expenses. Preparation of accurate and
timely financial statements is necessary in achieving organizational accountability. In order to
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39
achieve this, reconciliations are completed monthly for all asset and liability accounts. Payroll is
processed on the fifth and twentieth of every month. Accounts Payable processes checks weekly
and purchase orders are used. All checks over $1,500.00 require two signatures. What is more,
every month financial statements are printed and Department Heads review them for accuracy
and planning. Also, a Finance Meeting is held monthly to review the income statement along
with a balance sheet and cash flow for the organization. The income statement is then forwarded
to the Executive and Board Committee for approval.
Risk Management Plan
Please see attached appendix page 23
Policy Development
Please see attached appendix page 48
Signing Philosophy
Please see attached appendix page 57
Recruitment and Hiring Process
At the Y, helping kids, families and communities learn, grow and thrive requires strong, cause -
driven leadership. When attracting and hiring new employees', we select based on the highest
standards, in keeping with the YMCA's reputation as a leading organization in the community.
All positions are initially posted internally so that current staff have an opportunity for
advancement and then externally within the community, depending on the position being filled.
We utilize local high schools and college job boards and actively network with leaders in the
community or in their field to stay on top qualified candidates. We've ensure that the job
description for each job being filled is accurate and current and identifies the core competencies
needed for the job. We've establish a written screening process that ensures all hires meet the
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40
YMCA's high standards and possess the core competencies for success in their positions at the
YMCA. Systematically we use screening techniques, the employment application, background
checks, reference checks, etc: —to screen out applicants who are at risk to abuse youth or
vulnerable adults. We've developed and maintain an updated recruiting plan to anticipate and
meet the YMCA's current and future staffing needs. Employ a variety of legal, effective tools
and techniques, beyond a basic interview, to assess a candidate's qualifications for the position;
this may include online tools, interview guides, phone screenings, etc. The minimum age for
employment is primarily eighteen (18). However, there may be some employment opportunities
for fifteen (15) to seventeen (17) year olds with a valid work permit. All employees over the age
of eighteen (18) are to be fingerprinted upon hire. After fingerprints have been processed
through the State of California Department of Justice, and FBI, results will be received by the
Human Resource Department and held confidential. Continued employment is subject to
fingerprinting clearance. Any employee is subject to termination of employment if the Criminal
History warrants such action. Additionally, employees must notify the Association of any arrest
and/or convictions other than minor traffic violations, within, five (5) days. Failure to do so may
result in disciplinary action up to and including termination. The YMCA recognizes its
responsibility to help provide a safe and productive work environment for all employees. In
support of this goal, the YMCA has a concern about substance abuse, since it may affect an
employee's productivity and efficiency: jeopardize the safety of the employees, co-workers,
guests, volunteers, members, vendors and business partners; or violate State or Federal Statues.
Therefore, we are committed to remain a drug free workplace. All new employees are required
to attend a YMCA Employee Orientation and Child Abuse Prevention training prior to the first
Page 16
41
day on the job. In addition, new employees will be mandated to attend safety training at their
specific work site.
Day -to -Day Operation and Training
Day-to-day Operation/Staffing Plan/Orientation:
Please refer to the proposed schedule for day-to-day operations on pages 69-72 of the
appendix.
Please refer to key personnel and proposed work and proposed non -management
positions for the staffing plan.
Please refer to the recruitment and hiring process for the orientation process.
Pre -Service and In -Service Training Plan:
Please refer to the recruitment and hiring process, the lifeguard training program.
Please refer to the YMCA safety training calendar in the attached appendix on page 61.
Lifeguard Training Program and Lifeguard Rotation Process
Lifeguard Certification: Employed lifeguards shall hold in good standing, The America Red
Cross Certification for lifeguarding also known as lifeguard training which includes a First Aid
Certification. In addition to this certification, guards must maintain a valid CPR/AED
Certification for the professional rescuer. Swimming ability is one of the most important
prerequisites to become a Red Cross lifeguard. You'll need to be able to swim breaststroke and
freestyle, and have the endurance to swim for long distances during the testing process. The
swimming test includes 300 yards (about 275 meters) of non-stop swimming —100 yards (about
91 meters) of front crawl, 100 yards (about 91 meters) of breaststroke, and another 100 yards
(about 91 meters) of either freestyle or breaststroke.
Page 17
42
In addition to swimming proficiency, you'll also need to demonstrate solid emergency medical
skills. For this test, you'll be trained in standard first aid, cardio-pulmonary resuscitation (CPR},
and you'll be taught td use an automated external defibrillator (AM. These skills will be tested
through drills conducted both in and out of the water.
Becoming a Red Cross -certified lifeguard also requires that you successfully complete a timed
trial. The trial consists of swimming 50 yards (about 46 meters), surface dive 7 to 10 feet (about
2 to 3 meters), bring a ten pound (about 4.5 kg) weight to the surface, and swim back 50 yards
(about 46 meters).
You'll also be given a written test. This test will check your proficiency in a variety of lifeguard -
related rules. A score of 80 percent or higher on the written exam is required.
Guard Coverage Policy:
The following lifeguard to patron ratio is based on Red Cross Guidelines. The ratio is
subject to change based on organized or recreational usage, areas in use, etc.
OffDut On Dui
1 2 guards for every 1 to 50 people per pool
1 3 guards for every 51 to 80 people per pool
1 4 guards for every 81 to 120 people per pool
1 5 guards for every 121 to 150 people per pool
NOTE: Extra guards will be placed on deck if conditions warrant.
Program Development
How to make swimming classes responsive and/or inclusive to persons with disabilities:
1. Safe entries into the water (may need a hoist, lift, supported entry down a ramp)
2. Greeting song and introductions
Page 18
43
3. Specific instructions for helpers in the water, so they can help with activities for children
with physical disabilities in a planned and structured way
4. Information for people with disabilities in the class, particularly if they are swimming for
the first time with you
5. Group activities for people with physical disabilities which take their needs into account
(eg. rolling front to back, learning to maintain body position, being comfortable using an
aid to float)
6. Individual activities with are designed as an exercise for people with a disability, such as
push off from the wall and float into a glide position, or doing a safe slide into the pool,
or learning to propel in the water wearing a life jacket
7. Social skills activity such as a group song (Hokey Pokey) or game (What's the time Mr
Wolf?)
8. Goodbye song
9. Safe exit from the pool
Monitoring and evaluating programs for improvements and fiscal responsibility:
1. At the conclusion of every session, every participant will be given a YMCA aquatics
evaluation that they will be asked to complete for the instructor. This evaluation sheet
will include questions such as `was this program helpful' and `what can we do to improve
our programs'.
2. To monitor programs for fiscal responsibility, the aquatics facility will have an office
manager that will give monthly financial reports to the manager and assistant manager.
These will be detailed reports including money expensed on salaries, uniforms,
Page 19
administration, etc and money generated as income through various programs including
lessons, rentals, concessions, etc. In addition to this, the proposer has a full-time
financial operations employee within the firm that will available to assist with reporting if
need be.
3. Registration for PrggLams: Please refer to aquatics evaluation sheet in the attached
appendix on page 65.
1. The proposer has two forms (program information and program registration) in place
that are utilized for the sole purpose of registration for programs. Any patron wishing to
participate in the programs must complete an information form for emergency purposes
and a program registration form for each class or program they enroll. The information
forms will then be input into the computer system and updated yearly with program codes
for every class the participant may enroll.
2. Please refer to YMCA information form and program registration forms in the attached
appendix on page 66.
Program Development Chart
Please see attached appendix on page 69
Marketing
The following events and initiatives would be promoted through a combination of free media
(press releases written and distributed by YMCA) to be placed in print, television, and radio
platforms; paid media advertisements depending on budget parameters; targeted information
Page 20
45
Initiated Southeast Swimming & Diving Federation
Lewis and Clark College, Portland, Oregon 1971- 1975
Head Coach Men's Swimming and Diving Team (NAIA Dist II Champions 1973)
Initiated and served as Head Coach Women's Swimming and Diving Team
(Conf. of Independent Colleges champions 1973 & 1974)
Head Coach Water Polo Team (Oregon Collegiate Water Polo, 2nd place 1975)
Del Mar High School, Campbell, California 1970 - 1971
Head Tennis Coach (League dual meets season 17-0)
Assistant Freshman Football Coach
NOTE: Win/Loss as Head Coach Collegiate Swimming and Diving Teams 143 - 87 (62%)
SELECTED PROFESSIONAL & VOLUNTEER HISTORY
Aquatic Consultants and Educators, inc— Program, facility, operation & legal consulting &
instruction
YMCAs, YWCA's, Boy's & Girls Clubs, neighbor hood associations, Whitewater theme
park,
Reach Triangle Institute (for The Center for Disease Control — Atlanta), and over 50 legal
cases
Georgia Department of Human Resources
Member Committee on Swimming Pool Regulations/Codes 1993 - 1995
NAIA District iT
Chairman Swimming Committee 1973-1974 & 1974-1975
National Spa and Pool Institute
Volunteer Instructor - pool school - Chemistry Calculations 1994
Volunteer CPO instructor - region IX, Boston Area 1998 & 1999
National Swimming Pool Foundation
Course Director Certification Schools since 1984 - present
Presented at the World Aquatic Health Conference in Atlanta Georgia, 2004
Grant Review Committee 2004 - 2005
National Intramural Recreation Sports Association
Presented at Southern Regional Conference "Pool Management" 1985
Presented at Southern Regional Conference "Starting a Scuba Program" 1992
1996 Presented Region 1 Annual Conference - "Standard of Care - Directions in Aquatics"
Pacific Northwest Conference
Chairman Swimming Committee 1973-1974 & 1974-1975
Professional Pool Operators of America member
.United States Water Fitness Association
National•Conferenees 1998, 1999, 2000, 2002
Presented "The University of Rhode Island Aquatic Program"
Panel Member "Top Aquatic Directors answer your questions"
Presented "How to produce a profit making aquatic program"
Executive Committee
Chairman Program Committee for Aquatic Directors
Facilitator for the Aquatics Directors section
Coordinator/Facilitator Aquatics Directors section
AWARDS & RECOGNITIONS
Appendix Page 5
54
American Red Cross National Award of Merit for saving a life 1969 & 1989
Aquatics International Best of Aquatics Awards — Best University/School 2002
Best University Aquatics Manager 2003
Southeast Swimming & Diving Federation Coach of the Year 1990
Recognition Award for contribution to individuals with disabilities
GSU Recreational Services Committee of students with disabilities 1993 - 1994
United States Water Fitness Association National Awards Program
Top Aquatic Program in the Nation 1998 —1999, 2003 & 2005
4s' Best Aquatic Program in the Nation 1997 — 2006
MAJOR CERTIFICATIONS
American Red Cross
CPR Instructor Trainer, sincel975
First Aid Instructor Trainer, since 1971
Lifeguard Training Instructor Trainer, since 1985
Water Safety Instructor Trainer, since 1971
National Association of Underwater Instructors
Scuba Instructor, since 1984
National Swimming Pool Foundation
Certified Pool/Spa Operator Instructor, since 1984
United States Water Fitness Association
Water Fitness Instructor Trainer, since 2002
27/1a2010
Appendix Page 6
55
Fitness and Aquatics Volunteer
is Volunteered as an aquatics and fitness instructor while completing schooling
Skills and Languages
■ Led the Palm Desert High School women's swim team to C.I.F. swimming championships,
1999-2003
is Proficient in Microsoft Word and PowerPoint
■ Specialized written and communication skills
■ Succinct knowledge of the Spanish language
■ President of the Senior Class for the University of Redlands, 2002-2003
■ Started a competitive swimming class at the La Quinta Fritz Burns Pool, 2007
■ Started a water polo clinic for children and adults at the La Quinta Fritz Burns Pool, 2007
■ Certified in C.P.R. for infants, children and adults
■ Certified in First Aid, Oxygen, and AED
■ Certified Lifeguard
■ Certified Lifeguard Instructor Trainer
is Certified in YMCA: Training Others
■ Certified in Principles of YMCA Aquatics Leadership
Extracurricular Activities
■ Varsity women's water polo, The University of Redlands, 2003-2007
■ Varsity women's water polo and swim, Palm Desert High School, 1999-2003
is Named to the division league of the Coachella Valley for swimming and water polo 1999-
2003
■ President of the Senior Class for the University of Redlands, 2002-2003
References Available upon request
Appendix Page 9
W.
Pavol Valovic
72912 Tamarisk Street *Palm Desert, CA 92260
951.707.6330 valovic@usc.edu
Education
University of Southern California, Los Angeles, CA May 2011
Masters, Public Diplomacy - Annenberg School for Communication/School of 1R
Relevant Course Work:
- Teaching History in the Secondary Schools - Studies in Communication Theory
- Sports Media and Society - Conflict and Cooperation
- Hard Power, Soft Power and Smart Power - Culture Gender and Global Society,
University of Southern California, Los Angeles, CA May 2008
BA, International Relations and Global Business (International Finance)
Cumulative GPA 3.58, Major GPA 3.95
Relevant Course Work:
- Contemporary Moral and Social Issues - Advanced Writing for Business
- The Science of Human Performance - Foundations of Business Finance
- Principles of Microeconomics and Macroeconomics
- Macroeconomic Analysis for Business Decisions - Human Biology
Academic Honors and Awards
USC four -time Dew's List award member
2006 USC Male Scholar Athlete of the Year
2007 David X Marks Foundation Scholar Athlete Award of Honor
Coaching Experience
University of Southern California, Los Angeles, CA 2008-Present
Men's and Women's Assistant Water Polo Coach
(2008, 2009 Men's NCAA Champions, 2010 Women's NCAA Champions)
• Directing recruiting efforts of both water polo programs
• Assisting in all aspects of running competitive Division I water polo programs
• Establishing nutritional guideline for student -athletes implementing and
monitoring the fitness program and training sessions.
Training game management staff and arranging game set up .
Golden West College, Huntington Beach, CA
Conditioning coach for water polo and swim team Spring 2008
• Provided weight lifting training plan to for athletes during season
• Helped conduct swimming conditioning training sessions
• Established nutritional guideline for student -athletes
Evaluated the improvement of student athletes physical abilities
Appendix Page i l
Trojan Water Polo Club, Palos Verdes, CA 2005-2008
Head Coach (Boys and Girls 12,14,16,18 and under age category)
• Structured the development of physical skills, game knowledge
• Scheduled and facilitated tournaments as a coach or referee
• Managed four teams of 20 players with bimonthly competitions
Jovan Vavic Water Polo Camp, Los Angeles, CA 2006-Present
Camp Coach
• Assisted in process of development of basic water skills
• Helped introduced basic tactical aspects of the game
• Provided nutritional and conditioning guidelines for athletes
Golden West Water Polo Club, Huntington Beach, CA 2004- 2005
Head Coach (Girls 16 and under age category)
• Structured the development of physical skills, game knowledge
• Scheduled and facilitated tournaments as a coach or referee
• Managed a team of 25 players with bimonthly competitions
YMCA Summer Swimming Program, La Quinta, CA Summer 2010
Volunteer Swim Instructor
Assisted in development of basic water skills
Provided swim training and skill improvement
Water Polo and Swimming Achievements
• University of Southern California Men's Division I Water Polo 2005-2006
• NCAA National Champion
2005
• All American First Team in US National Championship
2006
• All American Honorable Mention
2006
• Captain of USC Men's Water Polo team
2006
• Voted USC Most Inspirational Player
2006
• Juniot College Water Polo league
2003-2004
• Voted MVP at Golden West College
2003-2004
• Junior College Southern California. Player of the Year .
2004
• ' Member of the Golden West College Swim. Team
2003-2004
• Swimming Junior College Sate Champion
2004
• Slovak Senior National Team
2000-2004
• Slovak Junior national Team
1999-2001
• 7a' Place Junior World Championship Istanbul Turkey
2001
• 80` PIace Junior European Championship Hegen Germany
2000
• Slovak Youth National Team
. 1996-1999
Appendix Page 12
61
Skills
• 71H Place Youth European Championship Sofia Bulgaria 1999
• Microsoft Office (Word, Excel, Power Point)
Appendix Page 13
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Appendix Page 14
63
Michelle Valovic
(760)238-1953■ Steinm@usc.edu
Education
University of Southern California Los Angeles, CA
Bachelor of Arts in English May 2009
Minor: Sociology
Emphasis: Deviant Behavior & the Law
Palm Desert High School Palm Desert, CA
Diploma June 2005
Work Experience
Shadow Hills High School
Boys and Girls Water Polo Coach August 2009-Present
• Developed water polo skills
• Strengthened character through enforcing a regular practice schedule
Boys and Girls Swim Coach
• Created team building activities
• Introduced swimmers to all four of the swimming strokes
Club Water Polo Coach
• Works with middle school aged children in teaching water polo from all levels from
beginning to advanced
• Schedules facility use for the various teams at the Shadow Hills High School pool in
Indio
YMCA
Swim Instructor
• Taught children ages 4-6 how to swim Summers 2003, 04,
• Improved swimming abilities for children ages 6-12 05, 06, 07 & 08
Life Guard
• . Enforced pool rules
• Maintained pool area '
World Gym
Sales Representative
• Presented the positives of joining a gym in order to attractbusiness 2009-2010
• Discussed possible improvements for the gym with current gym members
Athletics
University of Southern California
Appendix Page 15
M
Member, Division I Women's Water Polo Team
2005 - 2009
• Voted Team Captain by teammates
• Earned 2008 NCAA All American Honor
• Selected MPSF Player of the Week twice
• Voted 2009 MVP
• Peter J Cutino Finalist (Reisman Trophy equivalent in Water Polo)
• 2009 NCAA All American
USA Women's Water Polo
Member, USA Women's Senior National Team
2005 - Present
• Contributed to two silver medals in National Tournaments
• Currently training for the 2012 Olympics
Palm Desert High School
• Captain, Varsity Girls Water Polo Team
2003-2005
• Member, Varsity Girls Water polo Team and Girls Swimming
2001-2005
• Scholar Athlete
2001-2005
Involvement
Volunteer for the Joint Educational Program
• Tutored High School Students in Math, History, and Humanities 2007-Present
• Mentored students
• Established a music class and taught percussion
• Member of National Charity League 1999-2005
Skills
Microsoft Office, Conversational French and Spanish
Appendix Page 16
65
Rene Hickey
Rene's Aquatics
P.O. Box 1083
Desert Hot Springs CA 92240
760.329.3212
Career Oualification
Water safety instructor and lifeguard trainer with American Red Cross for 37 years.
Career Certifications
Red Cross Water Safety Instructor, Lifeguard Trainer
Red Cross Health and Safety Instructor, all levels of CPR and First Aid
Arthritis Foundations Water Exercise Instructor
Lifeguard, First Aid, CPR/AED for the Professional Rescuer
Awards
American Red Cross, June 2010, Special Recognition Award for over 35 years of service
Professional Experience
April 1990 to Present: Owner/Operator of Rene's Aquatics
Independent contractor and/or employee for: The Coachella Valley Boys and Girls Clubs, the
YMCA of the Desert as well as private and public facilities. Detailed list can be made available
upon request.
Red Cross Authorized Provider for Certification Courses for all levels of swimming, lifeguard
training, shallow water attendant, basic water safety, safety training for swim coaches, infant,
child and adult CPR, health care provider, CPR/AED for lifeguards and first aid, water exercise
instructor and pool safety consultant.
Appendix Page 17
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Appendix Page 18
Me
ALISON ELSNER has been the Associate Executive Director and Director of Public Relations
and Marketing for the Family YMCA of the Desert (valley -wide) since 2003.
She previously worked for U.S. Senator Pete Wilson in Washington, D.C. and for Governor Pete
Wilson in Sacramento, California, for a total of 12 years, handling media relations, legislative
affairs, and special event coordination. She was then appointed by Governor Gray Davis as the
Executive Officer of the Governor's Mentoring Partnership served as Event Producer for the
California Mentor Foundation, producing and coordinating the annual 1500-attendee "California
Mentor Summit" for five years at the Disneyland Resort, with numerous celebrity and
government presenters, guests, and awardees.
Alison maintains a private public relations business, AEPR, which handles media relations,
writing and advertising, community relations, and special event coordination for clients in the
Coachella valley.
She is the Chairperson of the City of Palm Springs Parks and Recreation Commission, and, as
such, maintains close access to recreational and sports teams, participants, and organizers who
live in or visit the desert. She serves on the Board of Governors for the University of Southern
California Alumni Association in addition to the board of directors for Leadership Coachella
Valley and the Trojan Club of the Desert. She is the Vice -President of the USC Alumni Club of
the Desert, a member of the KPSP Local-2 Media Advisory Board, a member of the City of Palm
Springs Special Events Funding and Evaluation Committee, and a guest reporter/columnist for
The Desert Sun.
Alison is a 1985 graduate in political science from the University of Southern California (USC).
Appendix Page 19
Palm Desert Aquatics Center
Project Organization Chart
Marketing Manager
Alison Elsner
Will oversee marketing of
the facility
Lifeguard Manager
Rene Hickey
Will oversee all lifeguards
and training of lifeguards
Project Manager
Theodore Boyett
Will oversee all expertise managers
and operations of facility
Project Assistant
Manager
Kelly Emmer
Will oversee all expertise
managers, marketing of
facility and operations of
facility
Programming
Manager
Michelle Valovic
Will oversee all
programming for adults,
seniors and children
Safety Policy
Manager
Theodore Boyett
Will oversee enforcement
of all safety policies stated
in request for proposal
Special Events
Manager
Pavol Valovic
Will overawe all games,
tournaments, fundraisers,
clubs and championships
Office and
Concessions
Manager
Adrian Ramirez
Will oversee concessions
operation and front office
operation
Appendix Page 20
••
Birthday Party Form
Name:
Date of Party: Number of Guests
Time of Party:
Length of Party
Parent Name
Phone #
Address:
Theme of Party:
Office Use Only
Use of Facility:
MRl Pool 50 meter Recreational Pool
Aquatics Contact: Phone
Staff:
Staff:
Staff:
Staff
Set up Time:
Deposit
Paid
Comments:
Age:
Appendix Page 21. .
70
Staff Initials : Input Date :
Party A -La -Cart pricing list:
Parties include:
Cake
Snacks
Tables and chairs in the multi -use room
1 staff member for ever 12 participants
Multi -use room for 45 minutes
Recreational pool for two hours with use of slides
$12.00 per person
Themes
Sports
_Relays
_Favorite Movie, song, book
Add-Ons
Multi -Use Room for an Additional Hour: $65.00
Tables and Chairs set up outside: $125.00
Pizza (two slices each) and juice (one box each): Add an additional $3.00 per person
An additional hour of use for the recreational pool and slides: Add an additional $3.00 per person
Appendix Page 22
71
Risk Management Plan
Facility Inspection and Testine
Sample Aquatic Facility Inspection Form
Name of Facility
Address
Date of Inspection
Date of Last Inspection
Surveyed by
Recommendation sent
Response required by
General
Floors have non -slip
surfaces and are free of
accumulated waste
Showers are free from soap
build-up
Change areastwashrooms
are cleaned on a regular
basis
Floors are cleaned regularly
Appendix Page 23
72
with antibacterial agents
Chlorine Room
Room is equipped with gas -
detection devices
Room is sealed off from
other areas (outside door
only)
Operators are trained to
handle chlorine
Air packs are available and
in working condition
Daily maintenance occurs
on the chlorine and
filtration system
WHMIS sheets are present
Pool Area
Water depths are clearly
marked at appropriate
intervals
Diving boards are safe
Pool rules are clearly
visible
Ladders are in good repair
Appendix Page 24
73
Surfaces around pool are
non -slip
"No diving" signs are
clearly posted
Lights and electrical
fixtures are designed for
wet environment
Lifeguards
Lifeguards are certified
Lifeguards are trained to be
proactive in avoiding
incidents
Rescue skills are rehearsed
by simulating emergencies
Lifeguard equipment is
present/appropriate
Aquatics
Daily water tests are
ooaducted/reoords
maintained .
Proper instructions are
posted
Appendix Page 25
74
Electrical installations are
suitable for wet
environment •
Temperature is
momtored/posted
Handrails and non -slip
steps are present
W aterslides
Waterslides are inspected
on a regular basis
• Cl and Ph levels to be checked hourly for each pool by the aquatics staff.
Emergency and Accident Management Procedures
SPINAL IMMOBILIZATION EQUIPMENT
Always have spinal immobilization devices (SIDs) readily available for emergency handling of
suspected spinal injuries. The device must be sinkable in order to transfer the victim onto it.
These devices should also be sufficiently long and rigid to immobilize the victim from head to
foot and prevent any bending of the victim's body when the device is lifted from the water. Also,
the device must be wide enough to prevent any lateral movement, but not so wide as to prevent
its use.in an ambulance. Finally, the device must have.enough handholds and openings to
accommodate lifting and the use of bandages and/or straps to immobilize the victim on it.
In addition to the SID, you should have cervical collars of various sizes to accommodate the
various neck sizes of victims. These collars can prevent or reduce the chance of any neck
Appendix Page 26
75
movement.
Bandages and/or commercial straps for immobilizing the victim on this SID, must be strong and
non -elastic. A total of 8 to 10 bandages, or four straps plus bandages for the head and feet, 'are
required.
You can use several rolled towels or a rolled blanket placed on both sides of the victim s head to
prevent any lateral movement of the head and neck.
EMERGENCY FIRST AID
You must have emergency first aid supplies, equipment, and facilities to handle any trauma
associated with falls on slippery decks, ladders, and diving boards, as well as to handle non -
traumatic medical emergencies (such as heart attack, heat stroke, and so forth).
If possible, organize a permanent facility where a victim can be assessed and treated. This
facility should afford privacy for the patient, as well as environmental control. The facility
should have several chairs plus a cot. A sink with running water would also be helpful. Keep an
inventory of restockable supplies in this facility. Maintain a bound first -aid book, logging all
emergency first aid care for future reference as well as for statistical information regarding
accidents, injuries, and illnesses at the facility.
LIFEGUARD RESCUE EQUIPMENT
Have reaching and extension poles (shepherd's crooks), ring buoys, and rescue buoys readily
available for emergency use. Ring buoys should be U.S. Coast Guard approved type IV Personal
Flotation.Devices (PFDs) and should have 50'-60' of line attAched. The line should be thin
enough and of appropriate material to permit flight of the buoy when thrown, yet strong enough
to tow a victim to safety
Appendix Page 27
76
Equip open water facilities with rescue paddle boards or rescue boats for patrol and rescue. In
addition, you should have snorkeling or scuba equipment for search and rescue operations. If
scuba equipment is available, certify personnel in its proper use.
RESPIRATORY EMERGENCIES
If your facility uses chlorine gas for water treatment, have self contained breathing apparatus
available for general maintenance in and around the chlorine room, as well as for rescue and
evacuation purposes. This apparatus should be worn any time tanks are being changed or when
leaks are suspected. Train all lifeguard and maintenance personnel in its use, as well as in
emergency rescue procedures.
Provide oxygen administration and adjunct equipment to handle any respiratory or cardiac
emergencies that could occur as a result of heart attack, drowning, toxic gas, and so forth. This
includes oxygen liter floor units and masks. Lifeguards will need supplementary training in the
use of oxygen equipment and resuscitation masks since this training is not within the normal
lifeguard training curriculum.
LIFEGUARD CERTIFICATIONS
Be sure all lifeguards are trained and certified in lifesaving/lifeguarding, first aid, and CPR. This
training is available through the American Red Cross, the YMCA, and other training agencies.
They will need supplementary training in the use of oxygen administration, resuscitation masks,
self-contained breathing apparatus, and scuba if this equipment is available.
HERING AND SUPERVISION OF LIFEGUARDS
Regardless of the lifeguard's level of certification, carefully screen all lifeguard candidates prior
to hiring. Evaluate their knowledge and skill proficiency, and require certification in
lifesaving/lifeguarding, first aid, and CPR.
Appendix Page 28
77
Once you have hired a lifeguard, plan and implement in-service training programs before the
season begins and maintain the training throughout the season. Many communities have
sponsored lifeguard competitions as a means to increase the lifeguards' motivation for.
participation in in-service training programs and to serve as a goal for which the lifeguards can
strive.
LIFEGUARD UNIFORMS
Issue appropriate uniforms to lifeguards so that they can be readily identified. Uniforms can
consist of an appropriate styled shirt or jacket, a bathing suit, and a suitable hat to protect them
from the sun's rays. They should wear appropriate sunglasses at all times to protect their eves
from the sun, as well as to assist them in carrying out their supervisory responsibilities. Finally,
lifeguards should have an appropriate whistle to gain patrons' attention and to alert other
lifeguards during emergencies.
LIFEGUARD OPERATIONS
Plan operational procedures for emergency rescue and first aid response, lost bather and missing
person situations, and chlorine or other chemical emergencies. Telephones should be available to
alert EMS, fire, and law enforcement agencies during these emergencies and all personnel should
know how to properly communicate with emergency dispatchers.
Clearly post rules and regulations for all patrons to read. This will also help the lifeguard when
trying to enforce the facility rules and regulations.
Determine operational procedures in advanceas to how employees should respond to thunder
and lightning storms,.including clearing the facility and prohibiting patrons and staff from
congregating under umbrellas, trees, and so forth. The operational procedures plan should also
include procedures to be followed once the storm has passed.
Appendix Page 29
W
Finally, aquatic staff should communicate with emergency agencies and coordinate their efforts
with lifeguard personnel so that the EMS, fire, and police personnel are familiar with the facility.
A lifeguard's primary responsibilities include prevention of accidents and emergency situations,
rescue, and emergency care. The "Eight -Point Plan" prepares facility managers and lifeguards to
prevent emergencies from occurring, as well as to deal with rescue and first aid emergencies
should that be necessary.
Record Keepinz
There will be a binder with daily Iogs for the following:
Cl and Ph levels for all pools (checked hourly)
Indoor and outdoor checklists/procedures for aquatics staff (please refer to facility inspection
form above)
Daily attendance for the aquatics facility
Any and all incidents and accidents with dates and times they occurred, the incident or accident
in full detail and staff members involved
Appendix Page 30
79
Incident Documentation
Appendix Page 31
Communication
The Family YMCA of the Desert carries insurance to cover the cost of work -incurred injury or
illness. Benefits help pay for treatment (if required) and part of any income that may be lost
while recovering. To be assured of maximum coverage, it is important that work -related
accidents be reported immediately to a supervisor. Every employee is protected by Workers'
Compensation, regardless of length of service or status. Pursuant to California law, the
Association maintains Workers Compensation Insurance to provide compensation to an
employee for an injury or death arising out of or in the course of employment. Employees are
covered against hazards of occupational accidents and illness on the job through compensation
insurance in a manner and to the extent required by the state worker's compensation laws.
Safety Training Records:
■ New employees will receive initial Safety Training (IIPP Safety and Hazard
Communication & Chemical Hazard Communication) during their new employee
orientation. It is the responsibility of the new employee's direct supervisor to complete
site specific training and submit the training records to Human Resources within 5
working days of the hire date.
■ New. Supervisors training - It is the responsibility of the all site supervisors to complete-
site specific training and submit the training records to Human Resources within 5
working days of their new staffs hire date.
■ If the Training Records are not submitted within 5 working days of the hire date the
Supervisor will be issued a Notice of Failure to Comply.
Supervisors Report of Monthly Staff Safety Meetings:
Appendix Page 32 .
E:3�J
■ All supervisors must train their staff following subject matter on the monthly calendar.
Reports are due to the Safety/Transportation Coordinator the 5d' of the month for the
preceding month example (November due by December 5m)
■ If reports are not submitted by the 15a' of the following month (December 151h) the Site
Director will be issued a Notice of Failure to Comply.
Facility Inspections:
• The Safety Committee will conduct semi-annual inspections of all sites.
■ Problems identified by each inspection will be corrected immediately, or by a specified
time to be determined by the Safety Committee, depending on the difficulty/severity of
the problem to be corrected. (1— 3 weeks)
■ If not corrected, the Site Director will be issued a Notice of Failure to Comply.
Crisis Management
Pool Emergency Procedure
THIS MUST BE POSTED, REVIEWED AND PRACTICED REGULARLY.
1. GUARD ONE: Three blasts on whistle by observing guard closest to the incident.
2. GUARD TWO:
A. Activate. Emergency Alarm
B. Clear pool.
C. Send someone or go to phone POLICE, RESCUE AMBULANCE 911.
D. Give specific information, i.e., drowning, severe bleeding, etc.
E. Ask adults to control crowd and help with equipment.
Appendix Page 33
F. Bring emergency equipment to victim:
i)
Oxygen
ii)
Spine Board
iii)
Blanket
iv)
First Aid Supplies
3. ADDITIONAL GUARD/GUARDS: Stand up and watch the pool.
4. The guard that is closest to the rescue will assist the guard performing the rescue if
assistance is needed.
5. PRIORITIES;
A.
Check for spine injury.
B.
Check for breathing.
C.
Check for pulse.
D.
Control massive bleeding.
E.
Treat for shock.
F.
Other first aid treatment.
6. FOLLOW UP:
A.
Call parent to inform of injury.
B.
Check up that proper care was given after victim left pool.
Appendix Page 34
NX
7. Accident Report. Fill in promptly with witnesses information. Note incident in log book.
8. If manager is present, manager should assume leadership in rescue, if there is a difference
of opinion. If manager is not present, there should be a hierarchy worked out so guards
know where ultimate responsibility is.
9. Neck and Back Injury
Primary Guard:
1. Hold fact-finding hearing.
2. Follow up on victim.
3. Analyze situation.
4. Give emergency signal.
5. Give directions to responsible helpers, if no other guards.
6. Slide in.
7. Approach smoothly.
8. Bring victim to surface diagonally, if necessary.
9. Turnover in proper fashion.
10. Check to see if breathing.
11. Carry properly to shallow water: No sudden stops. Keep moving.
12. Position spine board under victim. Others do this while primary guard remains at head of
victim.
13. Check breathing and pulse. CPR cannot be done until spine board is on solid ground.
14. Mouth to mouth resuscitation, if necessary. Jaw thrust method.
15. Sandbags or towels to brace head.
Appendix Page 35
0
16. Collar if available. Only trained personnel may use collar.
17. Tie or belt to board, starting with head.
18. Wait for EMT.
19. CPR, if necessary.
20. Treat for shock: cover.
21. Prevent hypothermia.
22. Continue mouth to mouth/CPR.
23. Notify family.
24. Fill out incident report.
Other guards or responsible helpers:
1. Clear pool.
2. Control crowd.
3. Call ambulance.
4. Bring spine board to victim.
5. Assist primary guard.
Appendix Page 36
Mock Emergency Drill
i . Let staff know date and approximate time that all staff should be in attendance.
2. Post notice of drill at pool. Let related staff know, for example, child care or day camp
counselors present, office staff, etc.
3. Have child or person simulate an emergency.
4. Make sure guard nearest victim:
A. Blows whistle to signal other guard
B. Makes proper rescue
C. Administers appropriate treatment.
5. Support guard:
A. Is responsible for clearing pool.
B. Goes over to victim and other guard to find out nature of injury.
C. Phone for ambulance.
D. Attends to crowd.
E. Assists in treatment of injury.
Recreational Water Illness Prevention
Appendix Page 37
Reducing Germ Contamination of Swimming Pools
STEP 1: Lead your staff.
Every aquatic facility is different with distinct priorities that have to be juggled on a daily basis
while working within limitations on staff and resources. However, all aquatic facilities make
safety and health a top priority.
Making a choice to integrate an RWI protection plan into an existing facility risk management
plan is the single greatest decision you can make to protect swimmers from RWIs. Take the lead,
outline your vision, show your commitment to your staff, and put yourself at the forefront of the
aquatics field. Decide that RWI protection is a priority; back it up with resource investment and
commitment, and that will set the tone for the rest of the staff. Determine which of the Healthy
Swimming recommendations are feasible to implement in your facility with available resources.
Investing heavily after the outbreak occurs, a common occurrence, is great but it would have
been better for the public's health and more cost-effective if this were done before the outbreak
occurred.
STEP 2: Develop Partnerships
Building a communication bridge to your health department and other aquatic facilities, is a. great
way to get information about other outbreaks occurring in your community..If you start to hear
about outbreaks associated with other pools, daycares, schools, etc., where your swimmers
attend, then take proactive measures and increase vigilance to protect your pool. Increase
education of staff, swimmers, and visiting daycare groups. If a pool closes because of a
Appendix Page 38
suspected outbreak, that does not mean that all of the swimmers should descend on your pool
without giving them some education about RWI prevention. Work with your health department
to get the word out when a potential RWI outbreak is occurring. Remind them that one of the
messages to send out whenever a diarrheal outbreak is occurring is "don't swim when ill with
diarrhea." Use your communication networks and the media to alert patrons that they should not
be swimming if they are ill with diarrhea. Protect your facility, make the contacts early, and
build a communication network so that you are aware of the health status of your community at
all times.
STEP 3: Educate pool staff.
1. Ensure that the pool operator, at a minimum, has taken part in a standardized training
course given by aquatics professionals.
2. Integrate the "Steps" for Healthy Swimming (see poster on next page) into staff training.
3. Promote good hygiene and safety around the pool by knowing the "Steps" for Healthy
Swimming.
4. Inform parents that unhealthy behaviors at poolside and elsewhere are no longer
acceptable. Parents told CDC that they wanted to be able to rely on the lifeguards for help
and enforcement.
5. Ensure that all staff know the critical role of water testing, _proper testing methods, and
how to respond if disinfectant Ievelt are not adequate.
6. Make sure that staff can explain, in a way that is inoffensive and acceptable to parents,
why behaviors such as using public tables and chairs for diaper changing is a health risk.
Appendix Page 39
This may require that an older, more experienced staff member be assigned to the kiddie
pool.
7. Maintaining pool water quality according io existing public health requirements will
prevent the spread of most recreational water illnesses (RWIs).
STEP 4: Educate swimmers and parents.
1. Educate your season pass holders. You may choose to begin by educating them first since
they may feel more ownership of the facility and want to make the facility as safe as
possible.
2. Educate your daily patrons. You might hand out prevention messages ("Steps" for
Healthy Swimming or CDC brochure) as patrons enter the pool or park area.
3. Remember that people care about their health, so a lead-in might be: "To ensure the
health and safety of all our visitors, we ask that you remember to follow these easy
"Steps" for Healthy Swimming."
Consider implementing a short safety and RWI orientation for larger groups before they enter the
pool complex. This is especially important for groups with young children.
Siz °Steps" for Protection Against Recreational Water Illnesses (RWIs)
PLEASE don't swim when you have diarrhea... this is especially important for kids in
diapers.
Appendix Page 40
PLEASE don't swallow the pool water.
PLEASE practice good hygiene.
PLEASE take your kids on bathroom breaks often.
PLEASE change diapers in a bathroom and not at poolside.
PLEASE wash your child thoroughly (especially the rear end) with soap and water
before swimming.
STEP 5: Maintain water quality and equipment.
Keep the chemical feed equipment and chemicals
at optimal levels within state and local government
regulations.
This includes maintaining the disinfectant at
regulated levels; optimal pH (7.2-7.8); alkalinity
(80-120 ppm); calcium hardness (200-400 ppm),
and total dissolved solids (below 2500mg/liter).
As you know, poor pH control can compromise
chlorine's effectiveness as a -disinfectant.
Remember that maintaining recommended chlorine
Water Quality I pH
- Poor Chlorine Disinfection
- Eye Irritation > 8.0
- Skin Irritation
7.8
- Most Ideal for Eye Comfort and
7.6
Disinfection
7.2
- Eye Irritation
- Skin Irritation < 7.0
- Pipe Corrosion
Appendix Page 41
•N
levels will prevent most bacterial outbreaks such as E. coli 0157:H7.
Be sure to monitor chlorine regularly where the chlorine is needed —at poolside. You should be
able to prevent waterparks, pools, or hot tubs from running out of chlorine through regular
monitoring, and pumphouse and systems checks.
Ensure regular and thorough maintenance of the recirculation and filtration equipment to provide
maximum filtration.
STEP 6: Evaluate aquatic facility design.
Some pools and waterparks have already started to redesign their facilities for the purpose of
illness protection.
If you are building a new waterpark, get feedback from your industry colleagues and public
health experts about the safety and protection features you need to consider in the design stage.
Pool designers will respond to you, their customer, if you are clear that your public health needs
are a high priority and you consider it an investment in safe operations.
Evaluate your filtration system.
If your kiddie pool filtration —system —is connected with other pools, fecal. contamination can be
dispersed from the kiddie pool to the other pools. The best situation is.one in which -there is a
separate filtration system for the kiddie pool.
Increasing the water turnover rates in kiddie pools may decrease the length of time that
swimmers are exposed to contaminating germs. This decision needs to be made in collaboration
Appendix Page 42
91
with your state and local regulators and design consultants to avoid causing suction injuries. This
may require installation of antivortex drain covers (with no top openings and automatic cut-off
valves).
When it comes to the spread of some illnesses, filtration can help but it takes substantial time to
completely filter the pool.
Evaluate your form of disinfection.
There is a great deal of interest in new technologies that disinfect pool water such as ozone,
ultraviolet (IM irradiation, and mixed oxidants.
They look promising. Seek out the experts for the latest information but keep in mind that you
are still going to need some residual disinfectant in the pool when using ozone and UV.
STEP 7: Institute disinfection guidelines.
Even if you are not required to do so, have a written fecal accident response policy and keep
records of all fecal accidents, chlorine and pH level measurements, and any major equipment
repairs or changes. This may help you respond more efficiently to any problems. You may have
little control over a toddler's soiling your kiddie pool, but you do have control over how you
document and respond to this occurrence.
Appendix Page 43
STEP 8: Evaluate hygiene facilities.
In CDC's parent interviews, parents uniformly said they change diapers at poolside because
changing rooms were unclean, poorly maintained, and/or had inadequate diaper -changing
facilities.
Here are some questions that you could ask to improve your facilities:
• Do you have an adequate number of facilities?
• Are the facilities close to the pool?
• Are the facilities well maintained (stocked and cleaned)?
• Would you walk barefoot in them as your patrons do?
Remember ... ask your patrons for feedback.
If your facility is large enough, determine the utility of hiring a person just to maintain the
restrooms or consider remodeling your diaper -changing stations. Both improvements may be
good investments if they increase the number of parents and children who use them.
Install diaper -changing cabanas with soap and running water close by the kiddie pools. This is a
great way to discourage parents fnmi changing diapers on tables or lounge chairs. It can also
help mothers who are'also keeping an eye on other kids. Although difficult, keep pushing to get
swimmers to shower (yes, a soap and water, back -end shower) before using the pool. Dirt, sweat,
and fecal matter should go down the drain, not into your pool. Train staff to recognize risky
behavior such as changing a child on public tables or chairs. Have them educate patrons about
why this is a health risk.
Appendix Page 44
93
STEP 9: Develop a bathroom break policy.
CDC hopes to heighten awareness about the transmission of recreational water illnesses (RWIs).
Parents will continue to want to see regular chlorine testing and appropriate disinfection
following fecal accidents. Therefore, why not reduce fecal accidents by helping parents get their
children to the bathroom by scheduling an hourly break for disinfectant testing and bathroom
use? Staff should let patrons know that this break provides optimal timing for bathroom use.
Additionally, to prevent transmission of germs, you should ensure that the bathrooms are clean,
that they are stocked with toilet paper, and that they have ample soap for hand washing. If
parents ask, tell them this policy not only reduces fecal contamination but also should reduce the
amount of urine in the pool that uses up disinfectant that could be killing germs.
STEP 10: Create a special policy for large groups of young children.
If you allow large groups of diaper/toddler-aged children in the pool (for example, from daycare
centers) consider:
• Requiring RWI orientation training for the care providers and make sure they understand
that your pool, like most daycare centers, also excludes children ill with diarrhea.
• Keeping diaper/toddler-aged children in the pools specifically designated for them.
STEP 11: Post and distribute health information.
Consider providing signage in a conspicuous location before pool entry.
The sign might state:
Appendix Page.45
• Don't swim when you have diarrhea.
• Don't swallow the pool water.
• Wash your hands with soap and water after using the restroom or'changing diapers:
• Take your kids to the bathroom often.
• Change diapers in the bathroom and not at poolside.
• Wash your child thoroughly (especially the rear end) with soap and water before
swimming.
Encourage swimmers to shower with soap and water before entering the pool. This could reduce
the risk of pool contamination by removing invisible fecal matter from their bottoms. A quick
rinsing over a swimsuit with cold water will not do much good. Facility staff, managers, and
home pool staff should consider having hot water available in shower facilities used by
swimmers. The recreational water sector is not the only group that needs to participate in the
educational process. Parents have told us that they would like to receive this message from
various sources before they arrive at the pool. Public health officials have already begun to
educate swimmers by making prevention messages available to the general public.
STEP 12: Develop an outhreaWemergency response plan.
The best advice is to be prepared. If an outbreak does occur, are you ready?
Do you have a plan?
Most pool staff already have a risk management plan for injuries and drowning, but many do not
have plans for managing a recreational water illness (RWI) outbreak.
Appendix Page 46
95
• Develop a policy to follow in the event that you begin getting calls from the public, or the
health department starts an investigation. Part of this plan should include a strategy to
communicate with the local health department and media.
• Appoint a spokesperson to ensure that a consistent response is given to outside sources
(callers, media, health department, and others), and that these sources have a clear contact
person.
• Talk to your colleagues who have experience. It can be difficult if you are not ready to
speak with reporters and an outbreak occurs.
• Collaborate with your local health department. This is always important, plus the
investigation may indicate a source unrelated to the pool.
• Support the investigation. If the pool is the source of the outbreak, the investigation can
often reveal how or why illness was transmitted. This information leads to better illness
prevention strategies that can help everyone.
Appendix Page47
M
Policy Development
Swimming Pool Rules and Regulations
GENERAL RULES / ADMISSION POLICIES
1. No one will be allowed in the swimming area unless the pool is officially open and a lifeguard
is on duty. Entering the pool when it is not open for public use is punishable by fines and/or
imprisonment.
2. All persons entering the pool area must pay the appropriate admission fee or present proof of a
valid membership or program registration.
3. A driver's license or other ID is required at the admission counter upon entry to the facility.
4. Admission fees must be paid by all persons ages one (1) year and older upon each entry to the
facility. Persons leaving the, pool must pay to re-enter.
5. A group of children (ages ten or younger) entering the pool must be directly supervised at
pooiside by an adult in swim attire. Groups MUST contact the pool manager before coning to
the complex. Groups with children under 4 years of age must provide one adult per child in the
water, due to the high risk nature of the activity.
6. If a patron with a disability needs special accommodations to use the pool complex, please
contact the pool manager.
7. Guards have the authority to enforce all pool rule. Patrons who repeatedly violate the rules
will be removed by the aquatics staff. .
FACILITY
1. Food or refreshments may be consumed only at the concession stand or other designated food
areas. All refuse and waste papers must be deposited in designated receptacles. Please recycle.
Outside food and refreshments are not permitted unless specified for facility rentals.
Appendix Page 48
97
2. No grills, gas or electric cooking devices may be brought into the pool complex unless
specified for facility rentals.
3. Glass containers, alcoholic beverages, drugs and pets are not permitted in the pool complex.
Service animals are permitted.
4. The office telephone and public address equipment may be used only to deliver messages of
an emergency nature or facility information about the pool.
5. Employees are the only persons allowed in the staff rooms, filter room, mechanical room,
storage room and offices.
7. Smoking is not permitted anywhere within the facility or within 50 feet of it.
9. Single groups shall not monopolize a particular area of the pool and thereby limit its use by or
intimidate other patrons. Only scheduled classes, team activities, or rental groups are permitted.
Private group uses are not permitted during a recreational swim period and must be scheduled as
a private rental.
10. Patron chairs are not permitted within 6 feet of the pool side.
11. If the overhead pool lights go off at night, the pool will be cleared immediately.
12. Groups may rent the facility with twelve or more people and will be charged $12.00 per
person. This rate will include a cake for the party, two hour use of the recreational pool with
slides, snacks and a forty-five minute use of the multipurpose room. Please refer to the
application for use of Family YMCA of the Desert Facilities for more information.
LOCKER ROOMS
1. Children 6 years of age or older must change in the appropriate locker room or see the pool
manager for special arrangements.
Appendix Page 49
M
2. Leave valuables at home. The aquatics staff is not responsible for personal property or
valuables at any time. Lost & Found will be emptied weekly. Valuables may not be checked with
the cashier or pool staff. Possession of weapons or drugs is punishable by fines and/or
imprisonment.
3. Food is NOT permitted in locker rooms.
4. The use of cameras, video cameras or any device containing camera equipment of any kind is
prohibited in all locker rooms, bathrooms and changing facilities.
5. Patrons are not permitted to leave locks on lockers overnight (except for rental lockers). Locks
will be cut off and locker contents will be placed into the Lost and Found.
7. Use of locker room facilities is limited to patrons for the purpose of changing. Activities such
as washing clothes, coloring hair, and other personal grooming activities are not permitted.
ATTIRE
1. The swimming pool and decks must be maintained in a sanitary manner for the protection of
bathers.
2. Pool users must wear swimming suits or swimming trunks upon entry into the pool. Clothing
such as cut-offs, gym shorts, and underwear is not permitted as swimwear. Swimwear should not
have been wom for exercising immediately prior to pool use and must be colorfast and of light
weight material suitable for swimwear, such as lycra, spandex, or nylon. Clean T-shirts may be
wom for modesty or medical reasons if sanctioned by the aquatics staff.
BEHAVIOR
1. Socializing with or distracting the pool staff is prohibited.
Appendix Page 50
2. No person within the facility shall behave in such a manner as to jeopardize the safety and
health of himself/herself and others. Such behavior, including abusive or profane language, is
grounds for expulsion.
3. Loitering will not be permitted on the pool grounds or within any of its facilities.
4. Running, boisterous or rough play, pushing, acrobatics, dunking, wrestling, splashing, yelling,
diving or jumping haphazardly, snapping of towels, improper conduct causing undue
disturbances on or about the pool area or any acts which would endanger any patron are
prohibited.
5. Spitting, spouting water, blowing nose, urinating, or deficating in the pool is prohibited.
6. No prolonged underwater swimming for time and/or distance. Competitive and/or repetitive
breath holding can be deadly and is not permitted.
7. Gum chewing is not permitted anywhere in the pool complex for health and safety reasons.
8. Swimming under the diving boards is prohibited.
AGE RESTRICTIONS
1. Infants/children who are not toilet trained and adults who are incontinent who wish to enter
any pool must wear both a disposable swim diaper and a disposable or reusable diaper cover, all
of which must fit snugly around the legs and waist. If the diaper becomes soiled, this person
must leave the pool immediately, and may not return until he/she has taken or been given a soap
shower and. has been recovered by a new diaper and diaper cover.
2. Children under 10 years old entering the pool complex must be accompanied and cared for (at
pooiside) by a responsible person 16 years old or older, in bathing suit attire. Children under 4
years old need to have a responsible person in the water with them and within arms reach at
all times.
Appendix Page 51
100
3. After 6 p.m. anyone under the age of 13 years old who is not accompanied and supervised at
the pool by an adult (18 years old and over) must leave the pool complex.
HEALTH / SAFETY POLICIES
1. Due to the strenuous nature of some activities, the participant is advised to consult his/her
physician concerning fitness to participate. All activities present certain inherent risks and
hazards which the participant assumes.
2. Persons under the influence of alcohol or drugs will not be permitted in the pool complex or in
the surrounding area.
3. Any injury occurring within the facility must be reported to the pool manager immediately.
4. All patrons must take a cleansing soap shower before entering the pool. Sun bathers SHOULD
shower before each entrance into the water in order to rinse off perspiration, lotions, sunscreens,
etc.
5. Any person with a skin disease, sore or inflamed eyes, cold, nasal or ear discharge,
communicable disease, or who is wearing any kind of bandage will not he permitted in the pool.
6. Persons having any considerable area of sub -skin tissues, open blisters, cuts, etc., are warned
that these are likely to become infected. Such persons may not use the pool.
7. Any adult or child who is experiencing even a mild case of diarrhea may not use the pool.
EQUIPMENT / TOYS
1. Toys, balls, inner tubes, inflated boats, and rafts are not permitted within the facility.
2. Wearing eyeglasses in the pool is discouraged unless absolutely necessary. Non -breakable
lenses and frames are necessary for.safety.
3. Coast Guard approved and labeled personal flotation devices, such as vests designed to
provide vertical support, may be worn within the facility. Each individual wearing a personal
Appendix Page 52
101
floatation device must be accompanied by an adult in the pool, within arms reach. No back
floats, bubbles, rings, or one-sided flotation devices are permitted.
4. The use of masks and snorkels by patrons 14 years and older in the lap lanes may be permitted
at the discretion of the aquatics staff.
5. Specialized equipment, such as kickboards, fins, or paddles, is only permitted in the lap lanes.
6. The use of the starting blocks is restricted to approved swim practices, swim meets, and during
instruction.
7. Headphones must be wom when listening to musical entertainment devices.
RULES FOR DIVERS
1.Only one person is allowed on the diving apparatus (including the ladder) at a time.
2. Divers must dive straight from the front end of the board.
3. Recreational divers may not spring more than once on the board.
4. Upon surfacing, immediately swim to the nearest ladder. Do not swim under the boards at
ANY time.
5. A diver must wait until the preceding diver has surfaced and reached the ladder.
6. No general swimming is permitted in the diving area unless the diving boards are closed by
staff.
7. Diving board users must be able to swim to the ladder unassisted.
9. Cart wheels and handstands off the board or the side of the pool are prohibited.
10..Goggles, masks or flotation devices may not be worn when going off of the diving board.
11. Diving is only permitted in designated areas of the competition pool.
LAP SWIlVIMING
*Please Stay Off Of Lane Dividers*
Appendix Page 53
102
1. Periodically, lanes will be divided off for those persons wishing to swim lengths undisturbed.
Persons not swimming lengths should remain in other pool areas. For effective use, swimmers
should swim counterclockwise near the lane markers and pass in the middle when more than 2
swimmers are in a lane.
2. Lanes in the pool may be divided off for adults (18 years old and older) to swim laps. Adults
not swimming laps should remain in other areas of the pool.
3. Youths who show evidence of being serious lap swimmers may be granted percussion by the
aquatics staff to swim laps in the lap Ianes during general swim or lap swimming times.
4. Lap swimmers should arrange themselves by speed in the lanes. Please consult the directions
posted or ask a lifeguard.
5. Stop only at the turning walls. Move to the side to allow others to turn and continue.
6. Lap lanes are intended for multiple swimmers.
LESSONS
1.Only aquatics staff and contractors that have been authorized to teach swimming may utilize
the pool to provide swimming instruction.
2. Parents, in order to assist us in offering a quality program for your child, we ask that you do
not remain at the class unless it is otherwise stated in the description of the class. Experience has
shown that children are easily distracted when family members interfere.
3. The program fee covers only. the lesson and no other use of the facility.
4. Participants may enter the pool area only 10 minutes before the start of the class.
5. Lesson questions should be directed to the facility where you wish to enroll.
6. Withdrawal policies will be STRICTLY followed and applies to class transfers.
7.Observation is allowed from designated areas ONLY.
Appendix Page 54
103
WATER SLIDES
1. All sliders must be at least 48" tall. The dispatchers will turn away others. Younger children
may not ride with their parents.
2.Only one person on the slide at a time.
3. Slide feet first only, on your back. Keep arms crossed and hands and feet inside the slide at all
times.
4. No stopping, turning, standing, kneeling or rotating.
5. Goggles and glasses are prohibited.
6. Start slide when directed by dispatcher.
7. Exit receiving pool immediately.
8. Keep the line against the wall.
9. If the tower rules are not maintained, or anyone creates a disturbance in line, they will be
denied its use by the aquatics staff.
WEATHER
1. Rain checks may be issued when the facility must be closed due to storm or equipment
malfunction. They will only be issued to those admitted within 30 minutes of the closure.
2. During storms, the pools will be closed and the entire area cleared of patrons at the discretion
of the aquatics staff. The pool will normally open fifteen (15) minutes after the storm has passed.
SWIM TESTING AND WRIST BANDS
1. Any patron wishing to enter the facility must participate in a swimming test performed by the
aquatics staff upon their first visit to the facility.
Appendix Page 55
104
2. Upon completion of the swimming test, the patron will be given a computer file that contains
their swimming test information. This information will be referred to any time the patron
enters the facility at the check -in counter.
3. Patrons will be given either a red, yellow or green swimming code color with corresponding
wrist band upon each entry to the facility. The code color will remain for six months before
the patron has the option to re -test.
4. A red wrist band will indicate that the patron is a weak swimmer and cannot utilize the 50
meter pool or slides at any time. These patrons may utilize the recreational pool and water
play features at the discretion of the aquatics staff.
5. A yellow wrist band will indicate that the patron is a mediocre swimmer and can utilize the
facilities at the discretion of the aquatics staff, but may be removed from any component of
the facility at any time if designated by the aquatics staff.
6. A green wrist band will indicate that the patron is a strong swimmer and can utilize the
facilities at the discretion of the aquatics staff. Should this patron prove to have issues in
deep water, behavior problems, etc, they may be removed from any component of the facility
at any time if designated by the aquatics staff.
Appendix Page 56
105
Signing Philosophy
Philosophy:
The proposer fully understands that all signs must be clearly visible and legible from
short and far distances and must be regularly checked for updates and sign maintenance. The
aquatics staff will happily provide aquatic facility tours in which they will point out each sign to
the patrons and explain what they mean and why they are posted in specific places. This will
give patrons a good chance to ask any safety questions they may have so patrons and staff
members are all on the same page. The proposer will also order extra signs as back-up should
anything happen to the signs posted. All rules and regulations must be abided by for anyone
entering the facility, and anyone that does not abide by rules and regulations will be given a
warning and/or promptly removed from the facility. All signs will be bilingual.
Types of Signs:
Employees Only/Do Not Enter: Located around the facility indoors and outdoors so patrons
know what areas they may or may not utilize while inside the facility.
Emergency Evacuation/Fire/Earthquake Drills: Located around the facility indoors and outdoors
so patrons are aware of how to evacuate the facility safety.
Enter Here/Exit Here: Located around the facility so patrons know where to enter and exit.
CPR and First Aid Signs: These signs are important to demonstrate to patrons how basic CPR
and First Aid procedures are carried out.
First Aid Kit Located Here/Emergency Supplies Located Here/Emergency Contacts and
Forms Located Here: These signs will be important to staff and patrons should they need to
locate emergency supplies or first aid supplies.
Appendix Page 57
M.
Danger. Do Not Enter: Used for chemical storage rooms, etc so patrons know they may
not enter certain areas of the facility.
Depth markers: In and around all pools. These are used for patrons so they know what
depths all pools are for general safety.
No Running: This sign will be posted around every pool feature and every room indoors and
outdoors. Pool decks can be slippery when wet and running will not be tolerated due to slips and
falls.
Caution: Slippery When Wet: This sign will be posted around every pool feature and
every room indoors and outdoors, further stressing to patrons the importance of not running
around the facility.
Warning: Pool Closed Do Not Enter: This sign will be posted on the entrance gates and
around any pool that is closed at any time. This will notify patrons that the pool is closed and
entering is a crime punishable by law.
Warning: No Lifeguard on Duty: This sign will be posted around the facility when it is
closed, further illustrating to patrons that their safety is at stake should they swim when facility is
closed and a lifeguard is not on duty.
In Case of Emergency Call 911: This sign will be posted around the pool deck and
indoor areas to remind patrons of the importance of calling 911 should an emergency arise.
Pool Capacity: i Persons: There will be a sign for each pool and the children's play
area for patron safety so patrons and staff members know how many people can reasonably swim
in each component of the aquatic center without jeopardizing safety.
Appendix Page 58
107
Children under the Age of _ Must Be Accompanied by an Adult: Children of a certain
age will not be allowed to enter the facility without an adult due to safety reasons. This sign will
be posted at the front entrance and around the aquatics facility.
No Diving: This sign will be posted around any aquatics component where diving will
not be permitted (therapy pool, slide structure, water spray features) at any time to reinforce to
patrons that diving in undesignated areas is not safe and will result in immediate removal from
the facility.
• SEW[ tIg1AMAF�O
• 1,7ROABIMRIMAC�OIOMIItO
RARMW
• OOR1MrlQIO6MOKOON0.
ORMU
• WAMROMIiWMUIH
V�I OWNIMM
. MOOMOPMAOA
• nowrri►w�oa
�arwAraooeraa
This is an example of a sign that will be posted around the
facility and in the locker rooms with basic pool rules that all patrons must abide by. This will
also state that a shower must be taken before entering the pools.
PUMM
FUMN
OFAMM
Mumma arm
WIMMO
ar+saeo
Unift
This is an example of a sign that will be posted in locker rooms and
restrooms during facility hours and when the facility needs to be cleaned.
Appendix Page 59
MA"MU N
Olt ANraMPLOM
WTMUMMMOON
NXIM ArearM
o1loOfQ A u
ORNIM A O A
To ensure that the facility is always in clean and operating order this sign
will be posted in the restrooms.
Eye WashinglAED Systems: Labeled so patrons and staff members know where they
eye washing and AED system can be found.
Appendix Page 60
109
FAMILY YMCA OF THE DESERT
SAFETY TRAINING CALENDAR
General Monthly Safety Notes
1. All forms are to be turned in to Safety Officer.
2. Monthly Safety Meeting Topics are listed for each month;
please consult your Safety Manual for more detailed
information on each subject.
3. At each monthly safety meeting staff are to sign in on the
"Report of Safety Meeting" form.
4. The Safety Committee will conduct Annual Building
Inspections in November.
Additional Safety Reminders
1. Reports of unsafe conditions and/or hazards are due to
your supervisor within 12 hours of receiving notification.
2. When you have completed a Notice of Safety Infraction
regarding an employee the form is due to your supervisor
with 24 hours of meeting with the employee.
3. Employee Accident Report is due to your supervisor within
24 hours of an employee's accident.
4. New Employee On -Site Safety Training Records are due
to be completed and turned into Human Resources within
5 days of New Employees 1 t day of employment.
Appendix Page 61
110
FAMILY YMCA of THE DESERT- SAFETY TRAININt; CAI FNnAR
Month
Site Safety
Attendee
Meetings
Forms due
July
MoMW Safety Medtng.
Meetings due
All attendees
Materials pfe data•sheeta
by the 20ra of
sip the
0 Labeling cleaners
each month
site
ste cc
✓ Review employee accidents from prior month- discuss prevention
shad and
anti in to
✓ Emergency Evacuation Drill (FirdFarthquake)
Safety
✓ Complete checklist and restock supplies for blood home pathogens, fast aid & disaster
Committee
preparedness kits.
by the 11' of
✓ Inspect Fire Extinguisher
the following
month.
August
Monthly Safety Meeting:
Van Tralnlm
20th
5th
* Employee communication trainings:
Position safety instruction
0 Safety instruction
0 Correctional safety talks.
✓ Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (FirdEarthquake)
✓ Complete checklist and restock supplies for blood home pathogens, first aid & disaster
preparedness kits
✓ Inspect Fire Extinguisher
September
Mwuhly Sgiety Mee tsg:
Hazard Assessment Control — child tare ensoloyee
20th
5th
✓ Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (Fire/Earthquake)
✓ Complete checklist and restock supplies for blood borne pathogens, first aid & disaster
preparedness kits.
✓ Inspect Fire Extinguisher
October
Monthly Sal M�edJn .—
20t6
Sth
�0 Review —hand -washing procedures
0 Universal precautions
0 Familiarize with symptoms ofoornmon infections
• Review First Aid
• Employee txmtpliance to safety regulations.
- Progressive disciplinary action
Appendix Page 52
111
FAMILY YMCA rw TI•IE IiFSFRT. StJFFTV TRniMnwr- (`A1 CKWIAM
Month
Site Safety
Attendee
meeft
Forms due
November
Monthly Safety Muting.
Proper =a of fire extia wisher/alarm
�✓
20th
Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (Fire/Earthquake)
✓ Complete checklist and restock supplies for blood home pathogens, first aid & disaster
preparedness kits
✓ Inspect Fire Extinguisher
BUILDING INSPECTION THIS MONTH
December
Monthl S e Meedn
4 Safety gloves (food, diapering, and body fluids)
200
5th
Blood pathogen
• Health checks
4 Sanitation/cleanliness
✓ Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (Fire/Earthquake)
✓ Complete checklist and restock supplies for blood home pathogens, first aid & disaster
preparedness kits
✓ Inspect Fire Extinguisher
January
Monthly Saft Meeting.,
First Aid
-�
20a
5th
Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (Fire/Earthquake)
✓ Complete checklist and restock supplies for blood home pathogens, first aid & disaster
preparedness kits
✓ Inventory disaster preparedness kit.
✓ Inspect Fire Extinguisher
February
Monthly Safety Meeting:
Accident prevention
20th
5th
• Proper use of equipment
* Proerg dresa/shoes
Accident/injury procedures
• Reporting incidents
•investigation
• Seeking medical attention
r Employment -accident report ,
• Workers keno Emergency Evacuation Drill (Fire/Earthquake)
.4 Complete checklist and restock supplies for blood borne pathogens, first aid & disaster
preparedness kits
+ Inspect Fire Extinguisher
Appendix Page b3
112
FAMILY YMCA OF THE r)FSiFRT . RAFFW TRAW11dr3 rAI GNnIAC
Month
Site Safety
Attendee
Neeft
Forms due
March
Monthly Safety Meeting:
20th
5th
Accident prevention
0 Proper lining
d Pro er use of ladders
✓ Review employee accidents from prior month• discuss prevention
✓ Emergency Evacuation Drill (FimlEarthquake)
✓ Complete checklist and restock supplies for blood home
✓ pathogens, fast aid & disaster prepaedness kits
✓ Inspect Fire Extinguisher
April
Monthly Safety Meeting:
Safety checks & CPR refresher:
20�
4-Playground / Program equipment
5th
s Sanitation
Plu lets
✓ Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (FirwEarthquake)
✓ Complete checklist and restock supplies for blood borne pathogens, first aid & disaster
preparedness kits
✓ Inspect Fire Extinguisher
• Employee Rights and Responsibilities
? Proper dress
0 Review First Aid
May
Monthly Safely Meeting:
Seasonal Hazards
2tkh
Sth
✓ Review employee accidents from prior month- discuss prevention
✓ Emergency Evacuation Drill (FirclEarthquake)
✓ Complete checklist and restock supplies for blood home pathogens, first aid & disaster
preparedness kits.
✓ Inventory disaster preparedness kit
✓ Inspect Fire Extinguisher
Jane
Monthly Safely Meeting:
1Drivh►
206
5th
✓ Review employee accidents from prior month -discuss prevention
✓ Complete checklist and restock supplies for blood home pathogens, first aid, &,
disasterpreparttiness kits.
✓ Inspect fire extinguisher
Appendix Page 64 .
113
YAQUAICS.
We build strong kids, strong faotilies, strong aommunides.
Program Evaluation
Learning to swim is a big. step for most children. Swimming increases their motor coordination
and confidence, while also helping them acquire skills that will last a lifetime.
We're learning too! Each year we try to improve our aquatics and repeat those activities and drills
which are most successful. This is where we need your help! Please answer the following
questions to help make our program better!
We need these the last day of the swim lesson session.
Instructors Name Lesson Time
Thank you for your support and suggestions.
How did you hear about the Aquatics Program at the YMCA?
Newspaper Flyer _Radio TV _Friend _YMCA Staff _Other
How would you rate your child's improvement during the swim lessons? (10 being best)
1 2 3 4 5 6 7 8 9 10
How effective were the teaching skills employed by the instructor?
1 2 3 4 5 6 7 8 9 10
How would you rate the individual attention given to your child?
1 2 3 4 5 6 7 8 9 10
How would you rate the Y's swim program if you were recommending it to others?
1 2 3 4 5 6 7 8 9 10
Rate the value you received for the fee charged
1 2 3 4 5 6 7 8 9 10
How can the YMCA make this program better?
Thank you for your cooperation in helping the YMCA build a betterr swim program.
YMCA BUILDS CHARACTER IN IDS
Staff use only
Appendix Page 65
114
the
Mission Statement
To put Judeo-Christian prindpies Into practice through programs that build healthy spirit, mind, and body for all.
REGISTRATION AND MEMBERSHIP APPLICATION
I Prefix: I First: I Initial: I Last: I Would you be Interested In volunteering? [ ] YES
ZIP Code: State: City:
Home Phone: Business Phone: Cell Phone:
Name of Employer:
Occupation:
Date of Birth: �_/ Gander: [ ] MALE [ ] FEMALE
Email:
zrv_r .ss�
ffMICrrY/RACE:
❑ White
❑ Bia&4ftcan American
❑ Asian
❑ American Indlan/Native Alaskan
❑ Native Hawaiian/Pacific Islander
❑ Native Indlan/Alaskan & White
❑ Asian & White
❑ Bladr/Af scan American & White
❑ Native Indian/Alaskan & Black/African
American
❑ Hispanic
❑ Hispanic & Why
❑ Hispanic & Black
❑ Hispanic &Asian
❑ Hispanic & Native Indlan/Akiskan
❑ Hispanic & HawallanJPaclfic Islander
❑ Hispanic & Native Indian/Alaskan & White
❑ Hispanic/Asian & White
❑ HispanIc/African American & White
❑ Hispanic/IndlarVAlaskan & BUKWAfiican
American
—r--
Name:
Phone; Cell:
FAMILY MEMBER INFORMATION —PLEA& LIST ONLY THOSE WHO dRE PART OF YOUR HOUSEHOULF'
ITAMM
First Name:
initial:
TLast Name:
Date of Birth:
�J_
Gender:
MALE FEMALE
Wover
Oaarpation:
CeA Phone:
Business Phone:
CHD.DREN — DEPEIDEMS AND APPLICANTS UNDER la YEARS OF AGE
First Narn4:
Initial:
Last Name: ' .
Date of Oft-,
Gender:
MINE [ JF6iALE
First Name:
Initial:
Last Name:
Date & Firth:
--J._J—
Gender:
MALE FEMALE
First Name:
Initial:
Last Name:
Date of Birth:
--/J_
Gender.
MALE FEMALE
Fist Name:
Initial:
Last Name:
Date of Birth:
Gender:
MALE FEMALE
How marry persons are In your household? Who claims tread of household on your taxes? [ ] MALE [ ] Ft@9ALE
PLEASE 7VRN OVER TO MONL L40IU77
Appendix Page 66
115
CIRCLE YOUR COMBINED GROSS ANNUAL INCOME af•B/mr--Vae—XW
The (blowing information will remained a nridentlai and Is necessary tb ru8ill YMCA grant requirements.
NUMBER OF PERSONS IN YOUR HOUSEHOLD:
1
2
3
4
5
6
7
8
$0 —
13 650
$0 —
$15,600
$0 —
$17,550
$0 —
$19,500
$0
$21,100
$o-
$22,650
$0-
$24,200
$0 —
$25,750
$13,651—
ZZ 750
$15,601—
$26,000
$17,551—
$29,250
$19,501—
$32,5DO
$21,101—
$35,100
$22,651—
$37,700
$24,201—
$40,300
$25,751—
2 900
$22,751—
400
$26,001—
1600
$29,251—
$46,800
$32,501—
$52,ODO
$35,101—
$56,2DO
$37,701—
$60,350
$40,301—
$64,500
2,901-
$68,650
Over
36 401
I Over
41601
Over
B01
Over
52 001
Over
56 201
Over
60 51
Over
64 501
over
$68,651
RELEASE and WAIVER of LIABILITY AGREEMENT
MEMBER/CHILDREN/GUEST
IN CONSIDERATION of being permitted to utilize the facilities, services, programs and activities of the YMCA and/or for my
children to so participate for any purpose, including, but not limited to observation or use of facilities or equipment, or
participation in any off -site program affiliated with the YMCA, the undersigned, for himself or herself and participating
children and any personal representatives, heirs, and next of kin, hereby acknowledges, agrees and represents that he or
she has, or Immediately upon entering or participating will, inspect and carefully consider such premises and facilities or the
affiliated program. It is further acknowledged that such entry into the YMCA for observation, use of any facilities,
equipment or participation in any affiliated program constitutes an acceptance that such premises and all facilities and
equipment thereon and such affiliated program have been inspected and carefully considered and that the undersigned
finds and accepts same as being safe and reasonably suited for the purpose of such observation, use or participation by the
undersigned and such children.
I (We) do hereby assume full responsibility for any and all damages, Injuries, or losses that I (We) may sustain or incur, H
any, while attending or participating in any YMCA facilities, services, programs, activities or off -site affiliated program
Including exercise. I hereby waive all claims against the Family YMCA of the Desert, its Instructors, employees or partners
of said program, individually or otherwise, for any and all claims for Injuries or damages I (We) might sustain. I (We)
understand that there is a risk of Injury associated with participation in any YMCA program and I (We) certify that I (We)
am In good physical condition and in condition to participate. I (We) certify that all of the information provided on this
application is correct and true.
CONDITIONS OF MEMBERSHIP &ACTIVITY PARTICIPATION
MEMBER CONDUCT AND RIGHT TO USE FACILITY: The applicant agrees to abide by all rules and regulation of the
Family YMCA of the Desert and its operating units and understands that failure to act in accordance with the rules may
result in expulsion from the YMCA and cancellation of membership.
PROPERTY LOSS: The applicant(s) understands the YMCA is rat responsible fof personal property lost, damage or stolen
while using YMCA facilities or participating in YMCA programs.
INSURANCE: The applicant(s) understands that. the YMCA does not provide any accident or health insurance for its
members or participants and further onderstanO. it Is. the applicant's responsibility to provide such coverage.
PHOTO RELEASE: I understand that any pictures taken of myself and/or my family may be used for publicity purposes.
ACCEPTANCE/RELEASE: *1(We) acknowledge the conditions of membership, state above, for myself and on behalf of the
minor applicants listed, if any. I (We) understand that even when reasonable precaution is taken, accidents Involving
participants can still happen. Therefore, I (We) hereby release the Family YMCA of the Desert, Its agents, and employees
from any and all claims for injury, illness, death, loss or damage which may result as a member in any YMCA program
activity, service or facility.
Signature of Applicant Date
Print. Name of Parent/Guardian of applicants under 18 Date
Appendix Page 67
116
the roatrounloeva,MM Family YMCA of the Desert
m
FOR SOCAA RMHEALINYMM Program Registration
Shirt size
Participant's Name Age Grade DOB Program Youth/Adult
E-Mail Address Cell Phone
Mother's Name Home Phone Work Phone
Father's Name Home Phone Work Phone
. -T . .1 1
Persons to be called in case of an emergency if parents CANNOT be reached:
Name Home Phone Work Phone
Volunteer Information LJ Coach U Assistant Coach L___f Team Parent
Name Player you want to coach Day time phone
I understand that certain activities sponsored by the YMCA carry the risk of injury and acknowledge that members of my
family and I are voluntarily participating in these activities with the knowledge of risk involved. I understand that the YMCA
doss not carry accident or health insurance and I hereby release the YMCA from any claims or actions that I, my legal
representative's orheirs may now or hereafter havefor injury or damage resulting from my participating in the YMCA.
In the event of sickness or accident, the Family YMCA of the Desert has my authorization to secure, at my expense, such
medical attention for me to any members of my family as deemed necessary. This care may be given under whatever
conditions are appropriate to preserve the health and safety of the individual in the reasonable judgment of the YMCA
personnel.
Parent/ Guardian Signature Date
Playa's inquest Only one request per playa will be considered.
Appendix Page 68
117
9
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118
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120
EXHIBIT "B"
PALM DESERT AQUATIC CENTER PROGRAM BUDGET
121
EXHIBIT "B"
DRAFT PALM DESERT AQUATIC CENTER PROGRAM BUDGET
Palm Desert 2011-2012
G/L Numbers
(Description
lone Year Projection YMCA
I City Paid Directly
REVENUE:
Fees
Daily Admissions
126,840.00
Three Month Passes
47,000.00
One Year Passes
57, 760.00
Corporate/Group
20, 000.00
Rental Income
72,125.00
Program Income
Aquatics
125, 520.00
Contract
1,000.00
Other
Resale Items
7,600.00
Umbrella Rentals
20,000.00
Special Event Income
5,000.00
Concession Income
53,000.00
Vending Income
5,000.00
TOTAL REVENUE
540,735.00
0.00
PAYROLL
Personnel
667,034.00
Swim Instructors
Food & Beverage Salaries
Marketing/P.R. Salaries
Facility Maintenance
TOTAL PAYROLL
667,034.00
OTHER EXPENSES
Advertising/P.R.
13,250.00
Bank Charges
3,200.00
Contract Service
0.00
100,000.00
Dues
500.00
Electricity
0.00
130,000.00
FoodIVending/Concessions
25,000.00
Gas
0.00
38,000.00
Insurance Expense
30,000.00
Janitorial Expense
18,650.00
M&R Supplies
1,500.00
Miscellaneous/Other Expense
7,100.00
Office Supplies
4,250.00
Pool Chemical Expense
0.00
90,000.00
Postage Expense
3,000.00
Printing Expense
7,000.00
Program Supplies
4,300.00
Rental Equipment
1,000.00
Retail items
5,000.00
Telephone
3,000.00
Training/Conference Expense
5,000.00
Trash Expense
0.00
Uniform Expense
2,480.00
Water/Sewer
0.00
10,000.00
Management Fee
120,000.00
TOTAL EXPENSES:
921,254.00
358,000.00
NET INCOMEI(LOSS)
(380,529.00)
(3W,000.00)
Total Operations Expenditures:
1,289,264.0
Effective Recovery Rate:
421/6
122
REQUEST FOR PROPOSALS
FOR
THE CITY OF PALM DESERT AQUATICS CENTER —
MANAGEMENT, OPERATIONS CONTRACT WITH OPTIONAL
MAINTENANCE COMPONENT (PROJECT NO.730-11)
PALM DESERT
OF PUB141C WORKS
Mark Greenw d .E., Direc or of Public Works
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
(760) 776-6450
Key RFP Dates
RFP Issued: October 6, 2010
Pre -proposal Conference:
Submit Written Questions:
Responses Posted:
Submit Proposals:
Interview Date:
Contract Execution:
11 am on October 19, 2010
5 pm on October 22, 2010
October 29, 2010
2 pm on November 12, 2010
December 1, 2010
January 14, 2011
Table of Contents
NOTICE INVITING PROPOSALS.......................................................................... i
SECTION I — INSTRUCTIONS TO PROPOSERS................................................1
SECTION II — PROPOSAL CONTENT and Forms...............................................7
SECTION III — EVALUATION AND AWARD......................................................14
SECTION IV — SCOPE OF WORK.....................................................................18
SECTION V — PROPOSED DRAFT AGREEMENT............................................25
APPENDIX I — CITY COMPLETED OPERATIONS STUDY...............................48
NOTICE INVITING PROPOSALS
NOTICE INVITING PROPOSALS
PROFESSIONAL SERVICES
FOR
THE CITY OF PALM DESERT AQUATICS CENTER -
MANAGEMENT, OPERATIONS CONTRACT WITH OPTIONAL
MAINTENANCE COMPONENT (PROJECT NO. 730-11)
PUBLIC NOTICE IS HEREBY GIVEN that the City of the Palm Desert, as
AGENCY, invites proposals for the above stated services and will receive such
proposals in the offices of the Public Works Department up to the hour of 2 pm
on November 12, 2010. Proposals received after this date will be returned to the
Proposers unopened. Faxed or electronically submitted proposals will not be
accepted.
The Proposer services consist of professional services required to enter into an
agreement to manage, and operate the City of Palm Desert Aquatic Center
located at 73-000 Magnesia Falls Drive, Palm Desert, CA. The scope of work,
content of the proposal, and the selection process are described in the "Request
for Proposals."
It is the City's intent that all firms obtain the full content of this Request for
Proposals (RFP) and any addenda via the City's website located at
www.citvofpalmdesert.orq and from the main menu, under "Quick Links," click on
"Projects Up For Bid". Primary firms that anticipate submitting a proposal are
required to send a letter or email to the City acknowledging receipt of the RFP to
the address specified below so that the City can add the firm to its notification list.
Please include the following information:
—Name of Firm -Contact Person
—Address -Telephone, Facsimile Number and E-Mail Address
A copy of this RFP may also be requested by contacting the person below. When
requesting the RFP, please include the above information. For more information
regarding this project and to acquire the RFP, please contact:
City of Palm Desert
Department of Public Works
Attention: Ryan Stendell, Senior Management Analyst
rtendell@cityofpalmdesert.org
73-510 Fred Waring Drive
Palm Desert, California 92260-2578
P: (760)436.0611 F: (760)341.7098
Proposals submitted to the City must comply with the "Key RFP Dates" listed on
the cover page of the Request for Proposals, and must comply with Section I,
"Instructions to Proposers" and must contain all of the information requested in
Section II, "Proposals Content", for the Scope of Services in Section IV.
Proposals will be evaluated and ranked in accordance with Section III,
"Evaluation and Award." The final ranked firms must be willing to sign an
agreement with the terms and conditions shown in the City Proposed Draft
Agreement in Section V.
A pre -proposal conference will be held at 11 am on October 19, 2010 at the City
of Palm Desert, 73510 Fred Waring Drive, Palm Desert, CA 92260 in the
Administrative Conference Room. All prospective Proposers are encouraged to
attend the pre -proposal conference. Any questions from the pre -proposal
conference will be addressed in an addendum. All changes to the Request for
Proposals, if any, will be addressed through the issuance of an Addendum to the
RFP.
All questions must be put in writing and must be received by the City by 5 pm on
October 22, 2010. Please note that the City will not be responsible for mailing
any addenda. All addenda will be published on the City's website. Proposers are
encouraged to check the website regularly since each Proposer will be
responsible for downloading the RFP and all addenda.
Interviews are scheduled for December 1, 2010 at the City of Palm Desert,
73510 Fred Waring Drive, Palm Desert, CA 92260 in the Public Works
Conference Room. Please keep this date open. Failure to appear at the interview
will cause the Proposer to be eliminated from further evaluation. The City
reserves the right to postpone the interview date, or cancel an interview, at its
sole discretion. Proposers shall be notified in advance of any such postponement
or cancellation.
SECTION I - INSTRUCTIONS TO PROPOSERS
SECTION I - INSTRUCTIONS TO PROPOSERS
A. PRE -PROPOSAL CONFERENCE
A pre -proposal conference will be held on 11 am on October 19, 2010 at the
City of Palm Desert, 73510 Fred Waring Drive, Palm Desert, CA 92260,
Administrative Conference Room. All prospective Proposers are encouraged
to attend the pre -proposal conference.
B. EXAMINATION OF PROPOSAL DOCUMENTS
By submitting a proposal, Proposer represents that they have thoroughly
examined and become familiar with the work required under this RFP and
they are capable of performing quality work to achieve the City's objectives.
C. ADDENDA
The City reserves the right to revise the RFP documents. Any City changes to
the requirements will be made by written addenda to this RFP. Any written
addenda issued pertaining to this RFP shall be incorporated into the terms
and conditions of any contract resulting from this RFP. The City will not be
bound to any modifications to or deviations from the requirements set forth in
this RFP as the result of oral instructions. Proposers shall acknowledge
receipt of addenda in their submittal. Failure to acknowledge receipt of all
addenda may cause the Proposer to be deemed non -responsive to this RFP
and be rejected without further evaluation.
D. CITY CONTACT
All questions and/ or contacts regarding this RFP are to be directed only to:
City of Palm Desert, Department of Public Works
Ryan Stendell, Senior Management Analyst
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
Phone: (760) 776-6450, Fax: (760) 341-7098
E-Mail: rtendell@cityofpalmdesert.org
Except for Ryan Stendell, Senior Management Analyst, no contacts of any
kind shall be made with any of the City's staff. It is intended that the Proposer
selection shall be made on merit alone within the process described in this
RFP. Violation of this condition shall be cause for immediate disqualification
of a Proposer's submittal.
2
E. CLARIFICATIONS AND QUESTIONS
1. EXAMINATION OF DOCUMENTS
Proposer is responsible for reviewing the RFP documents prior to the
Submittal Due Date and for requesting clarification or interpretation of any
discrepancy, deficiency, ambiguity or error, or omission contained in the
RFP documents. Proposer shall notify the City in writing, in accordance
with Section E.2. below, and should it be found by the City that the point in
question is not clearly and fully set forth; the City will issue a written
addendum clarifying the matter, which will be posted on the City's website.
2. SUBMITTING REQUESTS
a. All questions must be put in writing and must be received by Ryan
Stendell, Senior Management Analyst no later than 5 pm -on October
22, 2010.
b. Requests for clarifications, questions, and comments must be clearly
labeled, "Written Questions: RFP — THE CITY OF PALM DESERT
AQUATICS CENTER —MANAGEMENT, OPERATIONS CONTRACT
WITH OPTIONAL MAINTENANCE COMPONENT (PROJECT NO.
730-11) " The City is not responsible for failure to respond to a request
that has not been appropriately labeled, and addressed to City of Palm
Desert, Department of Public Works, Ryan Stendell, Senior
Management Analyst.
c. Any of the methods of the City Contact set forth above may be utilized
for delivering written questions as long as the questions are directed to
Ryan Stendell, Senior Management Analyst and received no later than
the date and time specified above.
US Mail:
City of Palm Desert, Public Works
73-510 Fred Waring Drive, Palm Desert, CA 92260
Personal
City of Palm Desert, Public Works
Courier:
73-510 Fred Waring Drive, Palm Desert, CA 92260
Facsimile:
(760) 341-7098
Email:
rtendell@cityofpalmdesert.org
3. CITY'S RESPONSES
Responses from the City will be posted on the City's website no later than
72 hours prior to the submission deadline. Proposers may download
responses from the City's website at www.cityofr)almdesert.ora.
3
F. SUBMISSION OF PROPOSALS
1. DATE AND TIME
Proposals must be submitted at or before 2 pm on November 12,
2010.
Submissions received after the specified date and time will be rejected
without consideration or evaluation. Submissions may be delivered via
U.S. Mail, personal delivery or commercial courier service to the
appropriate address specified above. Faxed or electronic submissions will
not be accepted.
2. IDENTIFICATION OF PROPOSALS
Proposer shall submit one (1) original unbound, five (5) bound copies, and
one (1) digital copy of its proposal in a sealed package. The package must
be addressed as shown prior, bearing the Proposer's name and address
and clearly marked as follows:
"RFP: THE CITY OF PALM DESERT AQUATICS CENTER —
MANAGEMENT, OPERATIONS CONTRACT WITH OPTIONAL
MAINTENANCE COMPONENT (PROJECT NO. 730-11)"
Proposers shall be entirely responsible for any consequences resulting
from any inadvertent opening of unsealed or improperly identified
packages. It is the Proposers' sole responsibility to see that its proposal
submittal is received as required.
3. ACCEPTANCE OF PROPOSALS/CITY'S RIGHTS
a. The City reserves the right to accept or reject any and all submittals, or
any item or part thereof, or to waive any informalities or irregularities in
the submittals.
b. The City reserves the right to withdraw or cancel this RFP, or any part
hereof at any time without prior notice and the City makes no
representations that any contract will be awarded to any Proposer
responding to this RFP.
c. The City reserves the right to issue a new RFP.
d. The City reserves the right to postpone submittal openings for its own
convenience.
e. The City reserves the right to require confirmation of information
furnished by Proposer or for the Proposer to provide additional
evidence of qualifications to perform the work or to obtain information
from any source that has the potential to improve the understanding
and evaluation of the submittals.
4
Submittals received by the City are considered public information and
will be made available upon request after award.
g. Submittals are not to be copyrighted.
G. PRE -CONTRACTUAL EXPENSES
The City shall not, in any event, be liable for any pre -contractual expenses
incurred by Proposer in the preparation of its submittal. In the event of award,
Proposer shall not be entitled to charge the City for any pre -contractual
expenses.
Pre -contractual expenses are defined as expenses incurred by Proposer in:
a. Preparing its proposal in response to this RFP;
b. Submitting proposal to the City;
c. Negotiating with the City any matter related to this solicitation; or
d. Any other expenses incurred by Proposer prior to date of award, if
any, of the Agreement.
H. JOINT OFFERS
Where two or more firms desire to submit a single proposal in response to
this RFP, they must do so on a prime -subcontractor basis rather than as a
joint venture. The City intends to contract with one or more firms and not with
multiple firms doing business as a joint venture.
I. CONTRACT TYPE
It is anticipated the agreement resulting from this solicitation, if awarded, will
be a Fixed Management Fee paid monthly, with a performance based
Percentage Management Fee for exceeding benchmark expectations of the
City, paid on an annual basis.
J. INSURANCE REQUIREMENTS
The Proposer will be required to have in effect for the duration of the contract,
insurance coverage acceptable to the City. Prior to issuance of the Notice to
Proceed, the Proposer will submit to the City proof of insurance and
acceptable additional insured endorsements. At a minimum, the Proposer will
be required to maintain the following coverage within the specified limits:
General Liability
Automotive Comprehensive
$10,000,000 per occurrence;
$20,000,000 general aggregate
$10,000,000 each accident
, Worker's Compensation Statutory Limits
5
Further, more detailed insurance requirements and specifications are located
in the Proposed Agreement, Section V.
K. CONFLICT OF INTEREST
All Proposers responding to this RFP must avoid organizational conflicts of
interest which would restrict full and open competition in this procurement. An
organizational conflict of interest means that due to other activities,
relationships, or contracts, a Proposer is unable, or potentially unable, to
render impartial assistance or advice to the City; Proposer's objectivity in
performing the work identified in the Scope of Work is or might be otherwise
impaired; or a Proposer has an unfair competitive advantage.
L. COST PROPOSAL
No cost is being requested with this RFP. However, all Proposers that are
shortlisted and interviewed will be required to provide sealed cost proposals
at the time of their interview on December 1, 2010. Short-listed Proposers will
be given instructions on the requirements for the cost proposals.
9
SECTION 11- PROPOSAL CONTENT AND FORMS
SECTION II - PROPOSAL CONTENT AND FORMS
A. PROPOSAL FORMAT AND CONTENT
1. FORMAT
The City desires a Proposers submittal to serve as a business plan for the
anticipated Aquatic Center. The Business Plan shall clearly articulate the
proposed management & operations approach to maximize safety and
programming as well as generate revenue. Proposers shall at a minimum
address all information found in Section II and Section IV of this RFP that
will clearly outline the management and operations approach of the
Proposer.
The City is in the process of developing a plan for maintaining the Aquatic
Center. The City realizes that the Operations Team will have a large part
to play in that plan. The City is giving the option for Proposers to outline to
the City, how you would approach maintaining the Aquatic Center in a
manner that would provide the highest level of safety, but also avoid
damage to the facility. The City reserves the right to award the final
contract with or without the maintenance component. Additional
information can be found in section IV Scope of Work.
Submittals should be typed, double-spaced and submitted on 8.5-inch x
11-inch paper, using 12-point font, with a single method of fastening.
Charts and schedules may be included in 11" x 17" format. Proposers
should not include any unnecessarily elaborate or promotional material.
Lengthy narratives are discouraged and presentations should be brief and
concise. Submittals should not exceed TWENTY-FIVE (25) pages in
length, excluding any appendices. All pages shall be sequentially
numbered and each section should be separately and clearly tabbed.
Submittals should include a complete table of contents for the entire
document with respective page numbers opposite each topic that is
included.
2. LETTER OF TRANSMITTAL
The Letter of Transmittal shall be addressed to Ryan Stendell, Senior
Management Analyst and must, at a minimum, contain the following:
a. Identification of Proposer that will have the authorization to commit to
the contractual terms and conditions. Identification shall include legal
company name, corporate address, telephone, fax number and e-mail
address. Include name, title, address, telephone number and e-mail
address of the contact person during the proposal evaluation phase.
0
b. Identification of proposed subcontractors, including legal company
name, contact person's name, address, phone number. Working
relationship between Proposer and subcontractors, if applicable.
c. Acknowledgment of receipt of all RFP addenda, if any.
d. A statement to the effect that the proposal shall remain valid for a
period of not less than 120 days from the date of submittal.
e. Signature of a person authorized to bind Proposer to the terms of the
any contract resulting from the submittal.
f. A statement to the effect that by signing the letter of transmittal,
Proposer is attesting that all information submitted with the submittal is
true and correct.
3. TECHNICAL PROPOSAL
a. Qualifications, Related Experience and References of Proposer
This section of the submittal should establish the ability of Proposer to
satisfactorily perform the required work by evidence of: experience in
performing work of a similar nature; demonstrated competence in the
services identified in Section IV; experience with other public entities;
strength and stability of the firm; staffing capability; work load; record of
meeting schedules on similar projects; and supportive client
references.
Proposer shall:
• Provide a brief profile of the firm, including the types of services
offered; the year founded; form of the organization (corporation,
partnership, sole proprietorship); number, size and location of
offices; and number of employees.
• Provide a general description of the firm's financial condition and
identify any conditions (e.g., bankruptcy, pending litigation, planned
office closures, impending merger) that may impede Proposer's
ability to complete the project.
• Describe the firm's experience in performing work of a similar
nature to that solicited in this RFP, and highlight the participation in
such work by the key personnel proposed for assignment to this
project. Describe experience in working with the various
government agencies identified in this RFP.
• Identify subcontractors by company name, address, contact
person, telephone number and project function. Describe
Proposer's experience working with each subcontractor.
9
• At a minimum, three (3) references shall be provided. Furnish the
name, title, address and telephone number of the person(s) at the
client organization who is most knowledgeable about the work
performed. Proposer may also supply references from other work
not cited in this section as related experience.
b. Management Approach
This section of the submittal should establish the method which will be
used by the Proposer to manage the project, as well as identify key
personnel assigned.
Proposer shall:
• Provide education, experience, and applicable professional
credentials of project staff. Include copies of applicable professional
credentials.
• Furnish brief resumes (not more than two [2] pages each) for the
proposed Project Manager and other key personnel.
• Identify key personnel proposed to perform the work in the
specified tasks and include major areas of subcontract work.
Include the person's name, current assignment and its duration,
proposed position for this project, and how long this person has
been with the firm.
• Provide education, experience, and applicable professional
credentials of proposed subcontractors.
• Include a project organization chart, which clearly delineates the
work and communication/reporting relationships among the project
team and staff.
• Include a statement that key personnel will be available to the
extent proposed for the duration of the project acknowledging that
no person designated as "key" to the project shall be removed or
replaced without the prior written concurrence of the City.
• Proposed on -site non -management staffing levels needed to
operate the Aquatic Center at maximum efficiency, such as
lifeguards, safety methods, class instructors, and operations
staffing. Proposers should submit reasonable justifications for
proposed staffing levels.
• The City reserves the right to restructure staffing levels as deemed
appropriate.
10
c. Proposed Services
The proposal shall include a detailed description of anticipated
services to be provided by the Proposer to achieve the results as
stated in the Scope of Work. These services include, but are not
limited to:
• Management and Operations of the Aquatic Center, including but
not limited to, all pool areas, play features, concessions (see
additional information in section IV scope of work), restrooms/locker
facilities, multi -use rooms, and related facilities.
• Financial operations including but not limited to, budgeting, payroll,
collecting, reporting and accounting for all revenues and
expenditures.
• Risk Management Plan for the Aquatic Center to include facility
inspection and testing, emergency and accident management
procedures, record keeping, incident documentation,
communication, crisis management and recreational water illness
prevention.
• Policy development to include safety policies such as age/height
restrictions, parental supervision requirements, use of or
requirements for floatation devices, pre -potty trained infant and
toddler policies, swim testing, wrist banding, diving safety, use of
competitive equipment; use policies such as swimwear, food,
smoking, equipment rental; facility rental policies such as eligibility
pricing structure, group use requirements.
• Signing philosophy and explanation of types of signs that you will
use to communicate with the public.
• Describe your recruitment and hiring process to be used for the
Aquatic Center.
• Day-to-day operation of the Aquatic Center including staffing plan
and orientation, pre -service and in-service training plan.
• Identify the lifeguard training program to be utilized in the
certification of lifeguard staff and other certificates that you will
require for lifeguard operations under CA law.
• Describe lifeguard rotation process and maximum times of
individual lifeguards on the deck.
• Program development including a proposed schedule for programs
such as recreational and lap swimming, swim lessons, water
aerobics, water sports, and other programs necessary to meet the
11
needs of the community and/or generate revenue. Explain how the
program will be responsive and/or inclusive to persons with
disabilities. Explain how you will monitor and evaluate programs for
improvements and fiscal responsibility. Describe how you will
conduct enrollment or registration for programs.
Marketing of the facility for daily activities, rentals, private parties
and coordination of large scale special events. Describe any key
messages and key target audiences for the Aquatic Center.
Describe the procurement plan and the types of materials, labor,
supplies, licenses, and equipment necessary for the safe and
efficient operation of the Aquatic Center.
Describe how you would establish a fee structure on an annual
basis for the management and operations of the Aquatic Center.
Define your proposed fee structure for each season, non residents
and visitors as well as for local residents, seniors, and children.
College of the Desert Students are to receive a discounted rate.
The City reserves the right to review any proposed fee schedule
and make necessary changes to optimize return on investment.
In a separate section of the business plan please identify how you
would structure a maintenance plan to ensure the Aquatic Center is
maintained to avoid damage. Please see scope of work for
additional details regarding maintenance.
d. Conflict of Interest
Proposer is to identify any real or apparent organizational conflict of
interest relating to this project.
e. Exceptions/Deviations
State any exceptions to or deviations from the requirements of this
RFP, segregating "technical" exceptions from "contractual" exceptions.
Where Proposer wishes to propose alternative approaches to meeting
the City's technical or contractual requirements, these should be
thoroughly explained.
4. APPENDICES
Information considered by Proposer to be pertinent to this RFP and which
has not been specifically solicited in any of the aforementioned sections
may be placed in a separate appendix section. Proposers are cautioned,
however, that this does not constitute an invitation to submit large
amounts of extraneous materials. Appendices should be relevant and
brief. If Proposer chooses to provide additional information in a separate
12
appendix, Proposer is encouraged to identify, in the appendix, why
Proposer believes such information is pertinent to the RFP.
5. DRAFT AGREEMENT — SECTION V
Proposers shall familiarize themselves with the City's Draft Agreement
(Section V) and all the Attachments attached thereto. The City intends to
use the attached Draft Agreement as the contract resulting from this RFP.
At the time of the proposal submission, should the Proposer have
concerns or recommended changes to the Draft Agreement requirements,
then those concerns/recommended changes must be included in writing in
the submittal. The City may consider or negotiate changes to the Draft
Agreement with the successful Proposer only to the extent the changes
are provided to the City in writing within the proposal at the time of
submission. Changes to the City's Draft Agreement shall be made at the
City's sole discretion.
13
SECTION III - EVALUATION AND AWARD
14
SECTION III - EVALUATION AND AWARD
A. EVALUATION PROCESS AND AWARD
An evaluation committee will be appointed to review all proposals
received. The evaluation committee is comprised of City staff members:
John Wohlmuth, City Manager
Mark Greenwood P.E., Director of Public Works
Paul Gibson, Director of Finance
Gary Rosenblum, Risk Manager
Ryan Stendell, Senior Management Analyst
The committee members will review the proposals separately then
convene to discuss the written proposals. Each member of the selection
panel will then evaluate each proposal using the criteria identified herein
to arrive at a score for each proposal.
PROPOSAL EVALUATION CRITERIA
A. QUALIFICATIONS OF THE FIRM 25%
Technical experience in performing work of a similar nature,
experience working with other public agencies, specialized
experience, and professional competence in areas directly related
to this RFP. Strength and stability of the firm, strength, experience,
and technical competence of subcontractors, as well as
assessment of client references.
B. MANAGEMENT APPROACH
25%
Qualifications as identified in this RFP. Commitment of project staff,
including their past experiences. Key personnel, especially the
Project Manager; and level of involvement in performing related
work cited in "Qualifications of the Firm" section. References from
past projects, logic of project organization, and concurrence in the
restrictions on changes in key personnel.
C. PROPOSED SERVICES
25%
Depth of Proposer's understanding of City requirements and overall
quality of the proposed services and work plan; logic, and clarity of
work plan; appropriateness of labor distribution among the tasks;
ability to meet or better the City draft project schedule; utility of
suggested technical or procedural innovations and the identification
of special issues and Proposer's response in resolving those
15
issues. Specific methods of the Proposer to meet or exceed cost
recovery goals.
D. COMPLETENESS OF RESPONSE 15%
Overall completeness and thoroughness of response in accordance
with RFP instructions; exceptions to or deviations from the RFP
requirements that the City cannot or will not accommodate; or other
relevant factors not considered elsewhere.
E. LOCATION OF FIRM
10%
The location of the firm and subconsultants will be scored by the
evaluation committee. The scoring for location is summarized as
follows:
• 100%-location is in Coachella Valley
• 75%-location is Riverside or San Bernardino Counties
• 50%-location in Southern California
• 25% location in State of California
At the conclusion of the of the evaluation committee process the supplied
references will be checked and scored by the project manager. Firms
within a competitive range will be short-listed for interviews based upon
the average of the evaluation committee members' score for each
proposal and the reference scores.
2. The City has established December 1, 2010 as the date to conduct
interviews. All prospective Proposers will be asked to keep this date
available. No other interview dates will be provided. Therefore, if a
Proposer is unable to attend the interview on this date, its proposal may
be eliminated from further discussion. The interview will consist of a short
presentation by the Proposer after which the evaluation committee will ask
questions related to the project and the firm's proposal and qualifications.
The committee will use pre -established criteria to score the interviews.
3. The short-listed Proposers will be requested to bring their cost proposals
in a sealed envelope to the interviews. The City Project Manager will open
and score the cost proposals after all interviews are completed.
4. The overall scoring and ranking of Proposers will consist of:
Proposal Score, including adjustment for reference checks (50%)
Interview Score (40%)
Cost Score (10%)
16
5. The highest ranked firm will then be notified. The final project scope, cost,
and contract will be negotiated with the selected firm. If unable to
negotiate a contract, negotiations will commence with the next highest
ranked firm.
B. NOTIFICATION OF AWARD AND DEBRIEFING
Proposers who submit a proposal in response to this RFP will be notified by
mail regarding the firm who was awarded the contract. Proposers who were
not awarded the contract may request a debriefing in writing or electronic
mail.
17
SECTION IV - SCOPE OF WORK
f�:3
SECTION IV - SCOPE OF WORK
A. GENERAL INFORMATION
1. INTRODUCTION
The City is seeking a partner who embodies high quality standards,
emphasizes excellent customer service, and has the ability to maintain
consistently high standards while operating the Aquatic Center. The City
desires to select a qualified firm to operate the Aquatic Center who can
deliver optimal value, customer service, and innovatively schedules and
operates the facility to meet or exceed the 60% cost recovery goal.
The City hereby requests Proposers to demonstrate their ability to provide
and perform services for the Aquatic Center including, but not limited to,
management, operations, marketing, programming, concessions, and
janitorial services relating to the Aquatic Center. The Aquatic Center will
consist of the following amenities:
• 50- Meter Pool w/ Diving Area
• Recreation / Therapy Pool (with slides)
• Children's Water Play Structure
• Concessions Area (675 Sq. Ft.)*
• Mens/Womens Locker Areas
• Family Restrooms and Changing Areas
• Lifeguard/Administration Areas
• Multi Purpose Room (842 Sq. Ft.)
• First Aid Room
• Mechanical/Chemical Storage Areas
* The City Council has determined that concessions are a prime area to
help bolster return on investment of the Aquatic Center. The Concessions
area has been planned with windows serving both the interior Aquatic
Center, and to the exterior serving Civic Center Park. Serving exterior to
the Aquatic Center would allow people working within the vicinity to have
lunch in the park. Please review this space creatively and propose how
your team would best utilize this space to maximize returns.
All services provided by the Proposer must be performed to the highest
industry standards and compliant with all applicable local, county, state
and federal laws.
Maintenance (optional):
The City is asking Proposers to include in a separate section of the
business plan a proposal for maintaining the Aquatic Center. Maintenance
shall include all day to day maintenance of all pools, pool equipment,
restrooms, locker facilities, maintenance of concessions area, lighting
19
(exception listed below), and surrounding amenities. Landscape
maintenance and all sports lighting shall be excluded from this
proposal. However, the successful Proposer is expected to
coordinate with the City on maintenance efforts. Please include all key
personnel or third party vendors that would provide the City with a clear
understanding of how the operator would maintain the facility in a
manner that would avoid damage. The proposer shall clearly indicate a
maintenance threshold identifying what level City assistance is needed.
Construction Documents for the Aquatic Center are available for viewing if
proposers wish to familiarize themselves with the project. City staff will
provide a presentation of the Aquatic Center at the Pre Proposal
Conference scheduled for 2:00 pm on October 19, 2010.
B. SCHEDULE
The City intends to follow the schedule below which will result in a signed
Management and Operations Agreement with the successful Proposer in
January of 2011.
DATE:
Action:
October 6, 2010
RFP Issued
11:00 am October 19, 2010
Pre -Proposal Conference
5:00 pm October 22, 2010
Submit Written Questions
October 29, 2010
Responses Posted
2:00 pm November 12, 2010
Proposals Due to the City
December 1, 2010
Interview Date
December 7, 2010
Parks & Recreation Commission
review of recommendation from
Evaluation Committee
January 14, 2011
Management and Operations
Contract Award by City Council
May 30, 2011
Grand Opening
January — May 2011
Consider Maintenance Proposals as
needed.
20
C. VICINITY MAP / AQUATIC CENTER LAYOUT
MAGNESIAJRE
City of Palm Desert
Ball
Civic Center
Field 4 Aquatic
Park
Center
e
Bali �L � � rj) Ball
ieid 3 `� I } — Reid
Bin n3 N�
Enclosure Tennis c w
11 9 O (� 0� Courts 0
Volleyball �y2 RV'TLEDGEO
College Dog� � Courts picnic WAY
I
Of The Pavilion 4
Desert Park E Community
w 9 0 Center Picnic
MASSON
> Pavilion 5 STREET
o �� Basketball
a YMCA Courts
a Skate Play 4 Picnic
N rPark Ground TDt avillon 2 KRUG AVENUE
Lot
Rest Picnic w
Room Pavilion 1 Z
tLi
Grass Rest
Charging Amphitheater _ Room J
Station Holocaust a
o Lake Memorial Z
Q J
Office w
North Building �
Wing
Community c�cS Services
Development Office
Council Services Sheriff Building
Chambers Station
FRED WARING DRIVE
21
cr
.,
CLsQ
24
SECTION V - PROPOSED DRAFT AGREEMENT
25
MANAGEMENT & OPERATIONS AGREEMENT
THIS MANAGEMENT & OPERATIONS AGREEMENT ("Agreement"), made and
entered into this day of , 20 , by and between
THE CITY OF PALM DESERT, a municipal corporation, hereinafter referred to as
"CITY" and , hereinafter referred to as "CONSULTANT". The CITY and
CONSULTANT are sometimes collectively referred to as "Parties" and individually
referred to as "Party." The Agreement is made in light of the following Recitals:
RECITALS
WHEREAS, CONSULTANT is a corporation, the principal members of which are
Professional CONSULTANTS duly registered under the laws of the State of California;
and
WHEREAS, CITY desires to engage CONSULTANT to operate and manage the
Aquatic Center as set forth in Exhibit "A" (CONSULTANT'S Proposal of Services) upon
the terms and conditions set forth in this Agreement.
NOW, THEREFORE, in consideration of the mutual promises set forth herein,
and in light of the above Recitals, which are hereby made a part of this Agreement, the
parties hereto agree as follows:
H
F.
AGREEMENT
(1) TERM:
(1.1) The term of this Agreement shall commence on January 14, 2011
("Commencement Date") and continue through June 30, 2012 ("Termination Date").
Notwithstanding the foregoing, however, either Party may terminate this Agreement
without cause at any time by delivery to the other Party of 90 days written notice. Either
Party may terminate this Agreement for cause at any time by delivery to the other Party
of 30 days written notice. In any such case, the CONSULTANT shall be paid the
reasonable value of the services rendered, based upon a pro rata portion of
CONSULTANT'S Fixed Management Fee, up to the time of the termination. The
CONSULTANT shall keep adequate records to substantiate costs and provide copies of
original timecards in the event of termination or suspension.
(1.2) The CITY, at its option, may extend the term of this Agreement for up to
two one-year contract extensions based on CONSULTANT'S performance and mutual
agreement. In the event of the exercise of such option by the CITY, all other terms of
this Agreement shall remain the same, except for the new Termination Date, as agreed
to by the Parties.
(2) CONSULTANT'S RESPONSIBILITIES: Without in any way limiting
CONSULTANT'S right to manage and operate the Aquatic Center in accordance with
the terms of this Agreement, CONSULTANT shall perform the following services, or
cause the same to be performed for the Aquatic Center, and all expenditures of
CONSULTANT and costs and expenses incurred by CONSULTANT in performing
these services shall be expenses of the Aquatic Center:
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(2.1) manage and operate the Aquatic Center, including but not limited to,
all pool areas, play features, concessions, restrooms/locker facilities, multi -use rooms,
and related facilities.
(2.2) maintain financial operations including, but not limited to, budgeting,
payroll collecting, reporting and accounting for all revenues and expenditures.
training.
(2.3) sustain day-to-day Aquatic Center operation, including staffing and
(2.4) develop programs including recreational and lap swimming, swim
lessons, water aerobics, water sports, and other programs necessary to meet the needs
of the community and/or generate revenue.
(2.5) perform facility marketing for daily activities, rentals, private parties
and coordination of large scale special events.
(2.6) procure all materials, labor, supplies, licenses, and equipment
necessary for the efficient operation of the Aquatic Center.
(3) PERSONNEL:
(3.1) CONSULTANT represents that, it employs or will employ at its own
expense, all personnel required in performing the services under this Agreement.
(3.2) All of the services required hereunder will be performed by
CONSULTANT or under its direct supervision, and all personnel engaged in the work
shall be qualified and shall be authorized or permitted under state and local law to
perform such services.
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(3.3) CONSULTANT warrants that he has not employed or retained any
company or person, other than a bona fide employee working solely for the
CONSULTANT, to solicit or secure this Agreement, and that he has not paid or agreed
to pay any company or person, other than a bona fide employee working solely for the
CONSULTANT, any fee, commission, percentage, brokerage fee, gifts, or any other
consideration, contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, CITY shall have the right to annul this
Agreement without liability or in its discretion to deduct from the contract price or
consideration, or otherwise recover, the full amount of such fee, commission,
percentage, brokerage fee, gift or contingent fee.
(3.4) In connection with the execution of this Agreement, the
CONSULTANT shall not discriminate against any employee or applicant for
employment because of race, religion, color, sex or national origin. The CONSULTANT
shall take affirmative actions to insure equal employment opportunity and that
employees are treated, during their employment, without regard to their race, religion,
color, sex or national origin. Such actions shall include, but not limited to, the following:
employment, upgrading, demotion or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay, or other forms of compensation and selection for
training, including apprenticeship.
(4) DESIGNEE OF THE CITY: Until such time as CONSULTANT shall have
received written notice to the contrary, the "designee of the CITY" as that term is used
herein, shall be the City Manager.
29
(5) FIXED MANAGEMENT FEE: The CITY agrees to pay the CONSULTANT a
fixed Management Fee for the period of this Agreement to the expiration of the term,
CONSULTANT shall receive a "Fixed Management Fee" of $.
month.
per
The Fixed Management Fee shall be paid monthly, in arrears, within 30 days of
receipt of the invoice.
(6) PERCENTAGE MANAGEMENT FEE. In addition to the Fixed Management
Fee, for the period from the date of this Agreement to expiration of its term,
CONSULTANT shall receive a "Percentage Management Fee" equal to fifty percent of
the amount by which the Gross Revenues of the portions of the Aquatic Center
operated by CONSULTANT exceeds the Threshold Amount; provided that in no event
shall the Percentage Management Fee in any one Operating Year exceed an amount
equal to twelve months cumulative total of Fixed Management Fee. The Threshold
Amount is $768,000.00
The Percentage Management Fee shall be paid to CONSULTANT annually, in
arrears, within 45 days following CONSULTANT Delivery to the CITY of the annual
statement required by Section (16.7) below, and shall be based on the Gross Revenues
for the Operating Year covered by such statement.
In the event of any corrections to any monthly or annual statements, the
Parties shall promptly make the necessary adjustments between themselves.
30
Any Percentage Management Fee owing as of the expiration or earlier
termination of this Agreement shall be payable concurrently with the delivery to the
CITY of the final statement per Section (16.7) hereof.
(6.1) Gross Revenues Defined. For the purpose of determining the
Percentage Management Fee, the term "Gross Revenues" means all money received
as a result of the operation of the Aquatic Center and the sale of goods and services at
the Aquatic Center, determined on a cash basis in accordance with generally accepted
accounting principles consistently applied. Gross Revenues shall include all forms of
entry fees, rental fees, program/instruction fees, rental and concession payments, food
and beverage sales, revenue generated from space rentals and from meetings,
banquets, parties, tournaments, and other group gatherings, and merchandise sales.
The following shall be excluded from Gross Revenues:
• Cost of goods returned
• Monies and or credits received in settlement of claims for loss or
damage to goods, wares, food, or merchandise.
• Compensation paid to program instructors providing lessons and
related services, who are not employees of the CONSULTANT
• Credit card carrying charges
• All sales taxes, admission taxes, use taxes, so-called luxury taxes,
entertainment taxes, value added taxes, excise taxes, gross receipt taxes, and similar
taxes, whether imposed under any existing or future rules, regulations, laws or
ordinances, upon the sales of food, beverages, merchandise or services and whether or
not added to or included in the selling price.
31
• Delivery Charges
• Interest, service or sales carrying charges paid by customers for
extension of credit on sales.
• Any receipts from the transfer of goods, wares or merchandise from
the Aquatic Center to any other store owned by CONSULTANT or the CITY.
• Bad debts and bad checks.
proceeds.
• Proceeds of insurance, except business interruption insurance
• Receipts from sales to employees at a discount.
• Proceeds from the bulk sale of any merchandise (i.e., a sale not
made in the ordinary course of business).
• Proceeds from the sale of fixtures or equipment.
• Any amount received by CONSULTANT in connection with any
claim, demand, or lawsuit.
• Initial operating funds in the Aquatic Center accounts and funds
subsequently provided by the CONSULTANT, if any.
(7) AQUATIC CENTER ACCOUNTS: The Aquatic Center shall cause to be
established bank accounts for the operations of the Aquatic Center at a banking
institution (which banking institution shall be determined by the CITY), such accounts to
be in the CITY'S name. CONSULTANT will collect and deposit daily in the Aquatic
Center Accounts designated by the CITY all monies received from the operations of the
Aquatic Center.
32
(7.1) All revenues generated by the Aquatic Center shall be the property
of the CITY. Revenue collection procedures shall be in accordance with the method
approved by the CITY. The deposit shall be made with the bank no later than the next
business day following the date on which the revenues are collected. A duplicate copy
of the deposit receipt identifying the amount collected by CONSULTANT and its deposit
with the bank shall be delivered by CONSULTANT to the designee of the CITY on a
weekly basis, or, at the option of the CITY, CONSULTANT shall provide the CITY with a
weekly bank deposit report via a computerized "on-line" reporting system.
(7.2) Until such monies or other things of value have been deposited in
the CITY'S account and verified by the bank in accordance with this Agreement,
CONSULTANT bears all risk of loss therefore, including, but not limited to, damage,
destruction, disappearance, theft, fraudulent, or any dishonest or unlawful act, or other
hazard, irrespective of location and whether by CONSULTANT'S employees or any
other person or entity. Should such an event or act occur, CONSULTANT shall notify
as soon as possible the designee of the CITY and the County Sheriff and
CONSULTANT shall prepare a report of such incident. CONSULTANT shall notify the
CITY of any operational changes deemed necessary by CONSULTANT to safeguard
the CITY'S monies or things of value.
(7.3) CONSULTANT shall require of the bank holding the CITY'S funds
that all funds be secured to such an extent and in such a manner as is required by
applicable law in connection with the deposit of funds of a public entity.
(7.4) CONSULTANT shall design, establish, implement and maintain
procedures for the accounting and control of the revenues from the time of their
33
collection by CONSULTANT to the time of deposit at the bank. This shall include a
system of internal controls to account for all gross revenues. Such procedures shall
include each of the accounting and cash control processes identified recommended by
CONSULTANT and approved by the designee of the CITY, which approval shall not
unreasonably be withheld.
(7.5) CONSULTANT shall maintain in accordance with GAAP (Generally
Accepted Accounting Principles) adequate books of account with respect to its
management and operations of the facilities and shall maintain such books at its local
offices in Palm Desert, California. CONSULTANT shall keep full accurate books of
account and such other records as are necessary to reflect the results of the operation
of the Aquatic Center. For this purpose, CONSULTANT agrees it will make available to
the CITY at all times all books and records in CONSULTANT'S possession relating to
the Aquatic Center, including contract documents, invoices and construction records. All
accounting records shall be maintained in accordance with GAAP and shall be
maintained in a cash format for each Operating Year. All such books, records, and
reports shall be maintained separately from other facilities operated by CONSULTANT.
CONSULTANT agrees to maintain reasonable and necessary accounting, operating,
and administrative controls relating to the financial aspects of the Aquatic Center, and
such controls shall provide checks and balances designed to protect the Aquatic
Center, CONSULTANT, and the CITY. CONSULTANT shall maintain all financial and
accounting books and records for a period of at least three years after the expiration or
earlier termination of this Agreement, and the CITY shall have the right to inspect and
audit such books and records during such period as provided below.
34
CONSULTANT shall provide the CITY with a verification and accounting system
as directed by the CITY for all monies, gross receipts, revenues, fees and charges
collected at the Aquatic Center. Such system shall include:
(a) Recordation of all sales by means of a cash register, which will
display the amount of each sale and automatically issue a customer's receipt. The cash
registers used by CONSULTANT shall be approved by the CITY. Said cash registers
shall in all cases have locked in sales total transaction counters that are constantly
accumulating and which cannot, in any case, be reset, and in addition, a tape loaded
within the cash registers on which transaction numbers and sales details are imprinted.
Beginning and ending cash register readings shall be made a matter of daily record. In
the event of a mechanical or electrical failure of cash register, CONSULTANT shall
record by hand all collections and issue a customer receipt in like manner.
(b) Entry of each and every Aquatic Center users name on entry log.
(c) Totaling of Aquatic Center users at the end of each day and
reconciliation of fee category totals on cash register detail tapes.
(d) Maintenance of a daily log book detailing the number of Aquatic
Center users by fee category and total amount of cash collected by fee category.
(7.6) The CITY or its authorized agents, auditors, or representatives shall
have the right during normal business hours to review, inspect, audit, and copy the
books, records, invoices, deposit receipts, canceled checks, and other accounting and
financial information maintained by CONSULTANT in connection with the operation of
the Aquatic Center. All such books and records shall be made available to the CITY at
the Aquatic Center, unless the CITY and CONSULTANT agree upon another location.
35
The CONSULTANT, at its own expense, shall have the right to retain an independent
accounting firm to audit the books and records of the Aquatic Center on an annual
basis. The CITY'S rights under this Section shall continue after termination of this
Agreement.
(7.7) CONSULTANT shall deliver to the CITY the following financial
statements, in a form reasonably acceptable to the CITY:
(7.7.1) Within 20 days after the end of each calendar month, a
statement of Gross Revenues, showing the results of operation of the Aquatic Center
for such month and for the Operating Year to date, which statement shall include
sufficient detail to reflect all Gross Revenues, Aquatic Center Expenses and the Fixed
Management Fee. Such statements shall include a budget comparison, a variance
report, and such other customary reports as may reasonably be requested by the CITY.
Such statement shall be certified as correct by an authorized financial officer of
CONSULTANT. Such statement shall be in a form reasonably acceptable to the CITY;
and
(7.7.2) Within 30 days after the end of each Operating Year, a
statement of profits, losses, and Gross Revenues, showing the results of operation of
the Aquatic Center for such Operating Year which statement shall include sufficient
detail to reflect all Gross Revenues, Aquatic Center Expenses, the Fixed Management
Fee, and the Percentage Management Fee (if applicable) for such period. Such
statement shall be certified as correct by an authorized officer of CONSULTANT. Such
statements shall include a budget comparison, a variance report, and such other
customary reports as may reasonably be requested by the designee of the CITY. If
36
requested by the designee of the CITY, and at the sole expense of the CITY, these
financial statements shall be certified by an independent certified public accountant
acceptable to the designee of the CITY and provided to the CITY within 90 days after
the end of the Operating Year. CONSULTANT shall provide to the designee of the
CITY, within 30 days of end of each calendar month, that calendar month's payroll
register by department and individual.
If CONSULTANT fails to provide to the CITY any monthly or annual
statement at the time and in the manner specified in this Agreement, this failure shall
constitute a material default under this Agreement and the CITY shall have the right, in
addition to any other rights or remedies it may have under this Agreement, to conduct
an audit to determine these sales, and CONSULTANT shall immediately reimburse the
CITY for the cost of the audit on written demand by the CITY. If the actual monthly or
annual Gross Revenues shown by any audit of the CITY (whether hereunder or under
Sections 7.5 or 7.6) is found to be three percent or greater than the amount of the Gross
Revenues shown on the statement provided by CONSULTANT, or if there are any other
material irregularities, the overstatement or such irregularities shall be deemed willful
and the CITY may terminate this Agreement upon written notice given at any time within
60 days after receipt of the audit by the CITY. If at any time CONSULTANT causes an
audit of CONSULTANT'S business at the Aquatic Center to be made by an
independent accountant, CONSULTANT shall furnish the CITY a copy of the report of
this audit at no cost to the CITY, within ten days after CONSULTANT'S receipt of the
audit report.
37
(7.8) CONSULTANT shall provide the CITY with all computerized data in
a format acceptable to the designee of the CITY.
(8) PUBLICITY: Any commercial advertisements, press releases, articles, or other
media information using the CITY'S name shall be subject to the prior approval of the
CITY, which approvals shall not be unreasonably withheld.
(9) ATTORNEY FEES: In the event that any judgment is entered in any action upon
this Agreement, the Party hereto against whom such judgment is rendered agrees to
pay the other Party an amount equal to the reasonable value of the legal services
performed in his or its behalf in such action and that such amount may be added to and
made a part of such judgment.
(10) SUCCESSORS AND ASSIGNS: This Agreement shall be binding on the
successors and assigns of the Parties, but it shall not be assigned by the
CONSULTANT without written consent of the CITY.
(11) INDEPENDENT CONTRACTOR: The CONSULTANT shall be an independent
contractor, not an employee of the CITY.
(12) APPLICABLE LAW: This Agreement shall be construed and interpreted in
accordance with, and shall be governed by, the laws of the State of California. The
Parties agree that the Superior Court of the State of California, County of Riverside shall
have jurisdiction of any litigation between the Parties relating to this Agreement. The
CONSULTANT shall comply with all federal, state and local laws, ordinances and
regulations applicable to work.
W;
(13) MODIFICATIONS AND CHANGES: No change in the character or extent of the
work to be performed by the CONSULTANT shall be made except by supplemental
authority in writing between CITY and the CONSULTANT. The supplemental authority
shall set forth the changes of work, extension of time and adjustment of the fee to be
paid by CITY to the CONSULTANT, if any.
(14) INSURANCE.
(14.1) Time for Compliance. CONSULTANT shall not commence
Services under this Agreement until it has provided evidence satisfactory to the CITY
that it has secured all insurance required under this Section. In addition,
CONSULTANT shall not allow any subcontractor to commence work on any
subcontract until it has provided evidence satisfactory to the CITY that the subcontractor
has secured all insurance required under this Section.
(14.2) Minimum Requirements. CONSULTANT shall, at its expense,
procure and maintain for the duration of the Agreement insurance against claims for
injuries to persons or damages to property which may arise from or in connection with
the performance of the Agreement by CONSULTANT, its agents, representatives,
employees or subcontractors. CONSULTANT shall also require all of its subcontractors
to procure and maintain the same insurance for the duration of the Agreement. Such
insurance shall meet at least the following minimum levels of coverage:
(14.2.1) Minimum Scope of Insurance. Coverage shall be at least as
broad as the latest version of the following: (A) General Liability: Insurance Services
Office Commercial General Liability Coverage (occurrence form CG 0001); (B)
39
Automobile Liability: Insurance Services Office Business Auto Coverage form number
CA 0001, code 1 (any auto); and (C) Workers' Compensation and Employers' Liability:
Workers' Compensation Insurance as required by the State of California and
Employer's Liability Insurance.
(14.2.2) Minimum Limits of Insurance. CONSULTANT shall maintain
limits of no less than: (A) General Liability: $10,000,000 per occurrence for bodily injury,
personal injury and property damage and $20,000,000 in general aggregate. If
Commercial General Liability Insurance or other form with general aggregate limit is
used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required
occurrence limit; (B) Automobile Liability: $10,000,000 per accident for bodily injury and
property damage; and (C) Workers' Compensation and Employer's Liability: Workers'
compensation limits as required by the Labor Code of the State of California.
Employer's Liability limits of $1,000,000 per accident for bodily injury or disease.
(14.3) Insurance Endorsements. The insurance policies shall contain the
following provisions, or CONSULTANT shall provide endorsements on forms supplied
or approved by the CITY to add the following provisions to the insurance policies:
(14.3.1) General Liability. The general liability policy shall be endorsed to
state that: (A) the CITY and its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the services
performed by or on behalf of CONSULTANT, including materials, parts or equipment
furnished in connection with such work; and (B) the insurance coverage shall be primary
M
insurance with respect to the CITY and its directors, officials, officers, employees,
agents and volunteers, or if excess, shall stand in an unbroken chain of coverage
excess of CONSULTANT'S scheduled underlying coverage. Any insurance or self-
insurance maintained by the CITY and its directors, officials, officers, employees,
agents and volunteers shall be excess of CONSULTANT'S insurance and shall not be
called upon to contribute with it.
(14.3.2) Automobile Liability. The automobile liability policy shall be
endorsed to state that: (A) the CITY and its directors, officials, officers, employees,
agents and volunteers shall be covered as additional insureds with respect to the
ownership, operation, maintenance, use, loading or unloading of any auto owned,
leased, hired or borrowed by CONSULTANT or for which CONSULTANT is
responsible; and (B) the insurance coverage shall be primary insurance with respect to
the CITY its directors, officials, officers, employees, agents and volunteers, or if excess,
shall stand in an unbroken chain of coverage excess of CONSULTANT'S scheduled
underlying coverage. Any insurance or self-insurance maintained by the CITY and its
directors, officials, officers, employees, agents and volunteers shall be excess of
CONSULTANT'S insurance and shall not be called upon to contribute with it.
(14.3.3) Workers' Compensation and Employer's Liability Coverage. The
insurer shall agree to waive all rights of subrogation against the CITY and its directors,
officials, officers, employees, agents and volunteers for losses paid under the terms of
the insurance policy which arise from work performed by CONSULTANT.
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(14.3.4) All Coverages. Each insurance policy required by this Agreement
shall be endorsed to state that: (A) coverage shall not be canceled except after thirty
(30) days prior written notice by certified mail, return receipt requested, has been given
to the CITY; and (B) any failure to comply with reporting or other provisions of the
policies, including breaches of warranties, shall not affect coverage provided to the
CITY and its directors, officials, officers, employees, agents and volunteers.
(14.3.5) Separation of Insureds: No Special Limitations. All insurance
required by this Section shall contain standard separation of insureds provisions. In
addition, such insurance shall not contain any special limitations on the scope of
protection afforded to the CITY and its directors, officials, officers, employees, agents
and volunteers.
(14.4) Acceptability of Insurers. Insurance is to be placed with insurers
with a current A.M. Best's rating no less than A:VIII, licensed to do business in
California, and satisfactory to the CITY.
(14.5) Verification of Coverage. CONSULTANT shall furnish CITY with
original certificates of insurance and endorsements affecting coverage required by this
Agreement on forms satisfactory to the CITY. The certificates and endorsements for
each insurance policy shall be signed by a person authorized by that insurer to bind
coverage on its behalf. All certificates and endorsements must be received and
approved by the CITY before work commences.
(15) CONFLICTS OF INTEREST: No officer, member or employee of the CITY
during his tenure or one year thereafter shall have any interest, direct or indirect, in this
42
Agreement or the proceeds thereof. The Parties hereto covenant and agree that to
their knowledge no member of the CITY Council, officer or employee of the CITY has
any interest, whether contractual, non -contractual, financial or otherwise, in this
transaction, or in business of the contracting Party other than the CITY, and that if any
such interest comes to the knowledge of either Party at any time a full and complete
disclosure of all such information will be made in writing to the other Party or Parties,
even if such interest would not be considered a conflict of interest under applicable
laws.
The CONSULTANT hereby covenants that he has, at the time of this Agreement,
no interest, and that he shall not acquire any interest in the future, direct or indirect,
which would conflict in any manner or degree with the performance of services required
to be performed pursuant to this Agreement. The CONSULTANT further covenants
that in the performance of this work no person having any such interest shall be
employed by the CONSULTANT.
(16) INDEMNITIES:
(16.1) CONSULTANT'S Indemnity: CONSULTANT agrees to indemnify,
defend (with counsel reasonably acceptable to CITY), protect, and hold harmless the
CITY, and all CITY Personnel from and against any and all claims, demands, actions,
lawsuits, proceedings, damages, liabilities, judgments, penalties, fines, attorneys' fees,
costs and expenses:
(16.1.1) which result from any action taken by CONSULTANT relating to
the Aquatic Center (i) that is expressly prohibited by this Agreement, or (ii) that is not
43
within the scope of CONSULTANT'S duties under this Agreement, or (iii) that is not
within CONSULTANT'S delegated authority under this Agreement; or
(16.1.2) which result from any violations by CONSULTANT or
CONSULTANT'S agents, employees, invitees, contractors, subcontractors or
assignees of any law, ordinance, rule or regulation governing or otherwise affecting the
business operations of CONSULTANT or CONSULTANT'S performance of services
and obligations under this Agreement; or
(16.1.3) which result from any injury or death of any person (including,
without limitation, injury or death of CONSULTANT'S employees, agents, visitors,
invitees, assignees, contractors or subcontractors within CONSULTANT'S control) or
damage or destruction of the property of any person or entity which occurs by reason of
the negligent actions or omissions or willful misconduct of CONSULTANT or
CONSULTANT'S agents, employees, invitees, contractors, subcontractors, or
assignees, or material breach or default by CONSULTANT or CONSULTANT'S agents,
employees, invitees, contractors, subcontractors, or assignees, in performance of
CONSULTANT'S services under this Agreement or otherwise caused by the negligent
actions or omissions or willful misconduct of CONSULTANT or CONSULTANT'S
agents, employees, invitees, contractors, subcontractors, or assignees; or
(16.1.4) which result from any other act or omission not enumerated
above constituting the negligence or willful misconduct by CONSULTANT or any officer,
director, or employee of CONSULTANT; or
(16.1.5) for any costs, fees, fines or losses that may result from
environmental contamination or natural resource damage on the subject property if
44
caused by CONSULTANT'S performance in storing, using or disposing of hazardous or
toxic substances or materials or wastes such as, but not limited to, herbicides,
pesticides, algaecides or other water treatment chemicals.
This indemnity provision shall survive the expiration or termination of this
Agreement. CONSULTANT hereby stipulates and agrees that no condition precedent
to its indemnification obligations stated herein, whether by way of notice or otherwise,
exists or shall constitute a defense to its obligation to defend, indemnify and hold
harmless the CITY, and the CITY Personnel in any such circumstances.
(16.2) CITY'S Indemnity: The CITY agrees to indemnity, defend (with
council reasonably satisfactory to CONSULTANT), protect, and hold harmless
CONSULTANT and its owners, officers, directors, and employees from and against any
and all claims demands, actions, lawsuits, proceedings, damages, liabilities, judgments,
penalties, fines attorneys' fees, costs, and expenses arising from (i) any act or omission
to the extent caused by the negligence or willful misconduct by the CITY or any officer,
director, employee, or agent of the CITY, (ii) ownership, leasing, organization,
development or construction of the Aquatic Center, (iii) any environmental
contamination conditions that are the result of the presence of hazardous or toxic
substances or materials or wastes that were pre-existing before this Agreement
between CONSULTANT and CITY first executed, and which may be uncovered or
discovered during or after the term of this Agreement, or if present at the Aquatic Center
by any cause other than CONSULTANT'S performance in storing, using or disposing of
hazardous or toxic substances or materials or wastes, such a, but not limited to,
herbicides, pesticides, algaecides or other water treatment chemicals or (iv) claims by
45
third parties against CONSULTANT arising from any other actions or omissions of the
CITY, City personnel, or others for whom any of them are responsible but only if such
claim or claims also neither arise from, nor are caused in whole or in any part by, the
wrongful or negligent act, error or omission of CONSULTANT, any officer, director, or
employee of CONSULTANT or others for whom any of the them are responsible.
(17) In case of conflicts within the contract documents, the document precedence shall
be as follows:
(a) This Agreement;
(b) Exhibit "A" (CONSULTANT'S Proposal of Services, and any
written modifications thereto).
IN WITNESS WHEREOF, said Parties have executed this Agreement the
date first hereinabove written.
CITY OF PALM DESERT
Municipal Corporation
Cindy Finerty, Mayor
Date:
ATTEST:
Rachelle Klassen, City Clerk
ER
Company Name
Authorized Signature
Date:
APPROVED AS TO CONTENT:
Mark Greenwood, P.E.
Director of Public Works
CYA
David J. Erwin, City Attorney
APPENDIX I - CITY COMPLETED OPERATIONS STUDY
E34
M -4 It N
N T-q IT M
AQUATICS CENTER START UP FEES
FEBRUARY
Feb. 10 contract signed by Council
Management Fee - prorated
$
5,555.00
Aquatic Manager - prorated
Based on starting date of Feb. 11, 2011
$
5,250.00
Admin Support - prorated
$
3,009.00
Mileage
$
226.00
Staff Meetings
$
665.00
Supplies
$
350.00
TOTAL FEES FOR FEBRUARY
$
15,055.00
MARCH
Management Fee
$
8,950.00
Admin Support
$
5,015.00
Manager
$
8,166.00
Mileage
$
200.00
Staff
$
1,248.00
Staff Meeting
$
1,330.00
Supplies
$
100.00
TOTAL FEES FOR MARCH
$
25,009.00
APRIL
Management Fee
$
8,950.00
Admin Support
$
5,015.00
Manager
$
8,166.00
Mileage
$
200.00
Staffing (management)
$
5,408.00
Supplies
$
100.00
Lifeguard certification and Live Scan DOJ
are included in yearly budget
TOTAL FEES FOR APRIL
$
27,839.00
MAY (not knowing date of occupancy)
Management Fee $ 8,950.00
Admin Support $ 5,015.00
Manager $ 8,166.00
Mileage $ 200.00
Staffing (management) $ 6,656.00
Lifeguard orientation & training $ 4,576.00
Concession and Front Desk staff training $ 405.00
TOTAL FEES FOR MAY $ 33,968.00
GRAND TOTAL OF START FEES $ 101,871.00
EM
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Table of Contents
Section
I
Executive Summary...........................................................2
Section
II
Demographic Summary and Market Review..................8
Section
III
Benchmark Facilities......................................................21
Section
IV
Operations Analysis.........................................................34
SectionV
Appendix...........................................................................52
Page I
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Section I — Executive Summary
This is an executive summary of the key information that is found in the Palm Desert Aquatic
Center operations study.
Demographics: The focus of the aquatic center is to service the residents of the City of Palm
Desert, however, it is recognized that the aquatic center will draw people from outside the city
and therefore a larger Primary Service Area has been identified. The Primary Service Area
includes Palm Desert, Rancho Mirage, Thousand Palms, Indian Wells, Bermuda Dunes, as well
as a portion of La Quinta and Cathedral City.
Demographic Characteristics
City of Palm Desert
Pdmary Service Area
Population:
2000
41,155
99,304
2009
51,509
140,750
2014 15
59,588
165,374
Households:
2000
19,184
45,087
2009
21,775
62,215
2014
23,518
72,061
Families:
2000
11,405
28,497
2009
12,709
39,393
2014
13,573
45,459
Average Household Size:
2000
2.13
2.19
2009
2.15
2.25
2014
2.16
2.27
Median Age:
2000
48.1
50.0
2009
54.1
54.7
2014
55.8
56.8
Median Income:
2000
$48,144
$49,001
2009
$60,345
$60,398
2014
$62,708
$62,904
Market Opportunities - Based on the other aquatic facilities located in the Coachella Valley, the
following are market opportunities for a Palm Desert aquatic center.
• None of the current public pools have a strong recreational orientation. This leaves
an ideal market position for a new aquatic center in Palm Desert.
Page 2
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
There is only one true public competitive pool (Palm Springs Swim Center) in the
Coachella Valley. Swim teams have indicated an interest in additional pool time to
support their needs. However, the local high school pools are not being well used by
outside groups.
The homeowner association pools as well as the country club facilities serve very
different markets and needs. To draw these users, a Palm Desert aquatic center will
need to focus on amenities that are not available with these facilities. This is likely to
include large lap pools that can handle a significant number of swimmers as well as
competitive teams and a recreational pool with a zero depth entry, slide and interactive
play features. In addition offering a full complement of aquatic programs and services
will be essential.
• A Palm Desert aquatic center will need to market itself as being a viable alternative to
the private water parks, that is less hectic, focuses on families, aquatic programming
and is much more affordable.
• Marketing the aquatic center to the large number of visitors to the area as well as the
second homeowner will increase the use and potential revenue for the facility.
Market Constraints — In addition to the market opportunities, it is also important to analyze
possible market constraints. These include.
• There are a significant number of conventional pools in the area, many of which have
the capability of being used for competitive swimming and other events.
• Residents of the Palm Desert area have easy access to a variety of different aquatic
facilities from back yard pools, to high school facilities and HOA pools.
• Many of the existing pools are available for little to no fee (backyard and HOA
pools).
• Summer weather can be too hot for people to even use a pool during afternoon times
especially.
• While much of the focus of the planned Palm Desert Aquatic Center will be on
serving the needs of the competitive swim community and other more traditional pool
programs, attracting the recreational swimmer to the center on a consistent basis will be
paramount to generating strong use and revenue. However, the reasonably small size of
Page 3
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
the recreational elements of the facility will limit the number of recreational swimmers
that can be accommodated.
Even with the presence of a number of existing pools there is still a market for a significant,
publically owned, aquatic center in Palm Desert. To be financially viable a Palm Desert aquatic
center will need to have a focus not only on traditional aquatic activities (lap swimming,
competitive swimming, lessons and fitness) but also on recreational swimming (slides,
interactive play features, and shallow water). There will also need to be a high level of aquatic
programming offered as well.
There are estimated to be 1,238,415 swimmer days in the Primary Service Area and if the new
aquatic center were able to attract as few as 10% of these available swimmer days (a very
conservative figure) this would convert to 123,842 swimmer days. This is a strong number of
swimmer days that would also be augmented by further participation from outside the Primary
Service Area as well as from visitors and second homeowners.
Operations Analysis:
Operation Cost Summary
All Categories
Aquatic Center
Personnel
$689,137
Commodities
$182,000
Contractual
$388,707
Capital
$15,000
GRAND TOTAL
$1,274,844
Revenue Summary
All Categories
Aquatic Center
Fees
$322,950
Programs
$116,650
Other
$122,100
GRAND TOTAL
$561,700
Expenditure - Revenue Comparison
Category
Aquatic Center
Expenditures
$1,274,844
Revenues
$610,580
Difference
(064,204)
Recovery %
48%
Page 4
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Projected Fee Schedule
Admissions
Resident
Non -Resident
Adult Daily
$4.00
$6.00
Youth Dail 5-12
$3.00
$4.50
Adult 25 Admiss.
$94.00
$140.00
Youth 25 Admiss.
$65.00
$97.00
Adult 3 Month
$120.00
$180.00
Youth 3 Month
$84.00
$125.00
Operational Budget Adjustments:
The City of Palm Desert set a goal of wanting to recover 60% of the cost of operating the aquatic
center through fees generated by the facility itself. The operation plan on the previous pages
indicates a rate of recover beginning at 48% and rising to 55% in the fifth year of operation. The
primary reasons for the lower cost recovery are:
• Since the aquatic center is not yet open and the actual operating agency has not yet been
identified, a conservative approach to the budget process has been undertaken.
• There are a significant number of swimming opportunities available in the area from
back -yard pools, HOA and condo pools, resort pools, to private and other public pools.
This has a significant impact on the overall market for a new public pool.
• The user fees that are currently being charged for access to other public pools are
reasonably low and other pools (back -yard pools, HOA and condo pools) do not require a
fee at all for admission. This limits the rate that can be charged at a new Palm Desert
Aquatic Center and ultimately the amount of revenue that can be generated.
• The concept plans for the Palm Desert Aquatic Center indicate a large facility with an
extensive water surface area. The cost of operating a facility of this nature on a year
round basis is expensive.
However, in an effort to bring the aquatic center closer to the desired 60% cost recovery point,
the following operational options are possible.
Expenses
There are a number of possible modifications that can be made to reduce the cost of operating
the aquatic center, these include.
Page 5
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
• Staffing Reductions — It may be possible to eliminate the full-time Assistant Manager
position and replace it with 20 hours a week of an additional Head Lifeguard. However,
this would result in a significant number of hours where no full-time staff would be
present at the center. This may also not be acceptable to the contract operator.
Possible Annual Cost Savings: $48,000
• Reduction in Operating Hours — During the winter and shoulder seasons, open one hour
later and close one hour earlier.
Possible Annual Cost Savings: $50,000
• Seasonal Operation — Instead of being a year round pool, close during the winter season.
This is not a realistic alternative as it does not allow for College of the Desert to utilize
the facility during a major portion of the academic year and also cannot support a year
round swim team. There would also be a significant loss of revenue with this approach.
Possible Annual Cost Savings: $150,000 to $200,000 (net)
Revenues
In addition to cutting expenses, there is also the possibility of increasing revenue. These options
include:
• Fee Increases — Increase the admission and pass fees by 25% across the board. This will
result in the highest fees of any public aquatic center in the region. If the rate of use
remains constant with the proposed numbers in this study (this may not be realistic), then
this could result in a significant revenue increase.
Possible Revenue Increase:
$63,000
Increase in Rentals — If the center could increase the number of rentals to organized
aquatic groups as well as the general public, this could result in additional revenue.
However, an increase in the number of rentals may not be possible considering the level
of rentals that is already being projected.
Possible Revenue Increase:
$7,000
Higher Level of Market Penetration Increasing the projections for daily use by 10% and
25 admission and 3 month passes from 1.7% of households to 2% would result in a
Page 6
AQUATIC CENTER OPERATIONS STUDY
City of Pali Desert, California
revenue increase. It should be noted that this option cannot be paired together with the
"Fee Increase" option as both would place too much pressure on the market.
Possible Revenue Increase: $32,500
If the first two expense savings options are combined with the first two revenue increase options
then the expense/revenue gap would be closed by $168,000, resulting in a 61% cost recovery rate
in the first year of operation. However, implementing these options will not be easy and may not
result in the exact forecasts that have been presented.
Page 7
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Section II — Demographic Summary and Market Review
The following is a brief summary of the demographic characteristic of the City of Palm Desert
and the surrounding market area. The detailed demographic analysis can be found in the
appendix of this report.
The City of Palm Desert is planning to develop an outdoor aquatics center. The following
market analysis looks at the demographic realities within the City of Palm Desert and a larger
Primary Service Area and compares them to state and national numbers. There is also a
comparison with basic swimming and sports participation standards as produced by the National
Sporting Goods Association. Following this information is an assessment of the other outdoor
aquatic providers in the Palm Desert area.
Service Areas: The focus of the aquatic center is to service the residents of the City of Palm
Desert, however, it is recognized that the aquatic center will draw people from outside the city
and therefore a larger Primary Service Area has been identified. The Primary Service Area
includes Palm Desert, Rancho Mirage, Thousand Palms, Indian Wells, Bermuda Dunes, as well
as a portion of La Quinta and Cathedral City.
Primary service areas are usually defined by the distance people will travel on a regular basis (a
minimum of once a week) to utilize an aquatic facility or its programs. Secondary service areas
are usually defined by the distance people will travel on a less consistent basis (a minimum of
once a month) to utilize a facility or its programs. Use by individuals in a secondary area will
primarily be limited to special events (swim meets, etc.) or visitors to the area. No specific
secondary service area has been identified for this project but could include a major portion of
the Coachella Valley.
Service areas can also vary in size with the types of components that are included in an aquatic
facility. An aquatic center with a number of leisure amenities will have a larger primary service
area than a more conventional (competitive pool) facility.
Service areas can also be based upon a facility's proximity to major thoroughfares. Other factors
impacting the use as it relates to driving distance are the presence of alternative service providers
in the Primary Service Area. Alternative service providers can have an impact upon
membership, daily admissions and the associated penetration rates for programs and services.
Visitor and Second Homes: It is conservatively estimated that there are at least 75,000 annual
visitors to Palm Desert and 20,000 to 25,000 seasonal residents. This will provide an additional
market for the aquatic center beyond the Primary Service Area.
Table A - Service Area Statistics & Comparison
Page 8
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Table A summarizes some of the basic demographic characteristics of the City of Palm Desert
and the Primary Service Area.
Population Comparison':
2000 Census
2009 Estimate
2015 Projection
City of Palm Desert
1 41,155
51,509
59,588
Population Comparison2:
2000 Census
2009 Estimate
2014 Projection
Prim Service Area
99,304
140,750
164,374
Number of Households Comparison 3:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
19,184
21,775
23,518
Primary Service Area
45,087
62,215
72,061
Number of Families Comparison 4:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
11,405
12,709
13,573
Primary Service Area
28,497
39,393
45,459
Average Household Size Comparisons:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
2.13
2.15
2.16
Primary Service Area
2.19
2.25
2.27
United States
2.59
1 2.59
2.59
1 Riverside Country 2009 Progress Report.
'` U.S. Census Bureau and ESRI.
s U.S. Census Bureau and ESRI.
4 U.S. Census Bureau and ESRI.
5 U.S. Census Bureau and ESRI.
Page 9
AQUATIC CENTER OPERATIONS STUDY
City of Palnt Desert, California
May A — Primary Service Area
This map indicates the boundaries of the Primary
Service Area.
U►rNl!>
'hedral City
Fes"
"•....
,f
E
Raman Rd Raows Rd }ausand Palms Per— Rd
36
34
Rancho Mirage 2 country Club N
I
Hanley to E
42nd Ave Bermuda runes WIN,
Palm Desert
p Fred WWahng EW
Ci Adth Ave 44th Ave apt
a
F *way C}r
u1
Indian Wells
ors
52nd Ave
w " 52 5252 52
E
w
Page 10
AQUATIC CENTER OPERATIONS STUDY
City of* Palm Desert, California
Table B - Service Area Comparison Chart
In addition to the population and household characteristics, this table also compares the ethnicity,
median income and household expenditures of the City of Palm Desert and the Primary Service
Area. All of these characteristics have a strong influence in the rate of participation in aquatic
activities.
City of Palm Desert
Priam" Service Area
Population:
2000
41,155
99,304
2009
51,509
140,750
2014(15)
59,588
165,374
Households:
2000
19,184
45,087
2009
21,775
62,215
2014
23,518
72,061
Families:
2000
11,405
28,497
2009
12,709
39,393
2014
13,573
45,459
Average Household Size:
2000
2.13
2.19
2009
2.15
2.25
2014
2.16
2.27
Ethnicity:
Hispanic
22.0%
27.2%
White
83.1%
80.1%
Black
1.4%
1.4%
American Indian
0.5%
0.5%
Asian
3.3%
2.8%
Pacific Islander
0.1%
0.1 %
Other
8.4%
11.8%
Multiple
3.3%
3.3%
Median Age:
2000
48.1
50.0
2009
54.1
54.7
2014
55.8
56.8
Median Income:
2000
$48,144
$49,001
2009
$60,345
$60,398
2014
$62,708
$62,904
Household Budget Expenditures:
Housing
29.6%
29.7%
Entertainment & Recreation
4.9%
4.8%
6 Sources of information are; US Census, ESRI and Riverside County 2009 Progress Report.
Page 11
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Page 12
AQUATIC CENTER OPERATIONS STUDY
City of Pali Desert, California
Recreation Activities Participation
On an annual basis the National Sporting Goods Association (NSGA) conducts an in-depth study
and survey of how Americans spend their leisure time. This information provides the data
necessary to overlay rate of participation in swimming onto the Primary Service Area to
determine market potential.
Comparison With National Statistics: Utilizing information from the National Sporting Goods
Association and comparing them with the demographics from the Primary Service Area, the
following participation projections can be made (statistics were compared based on age,
household income, regional population and national population).
Table C — Swimmine Participation Rates
Activity
Age
Income
Region
Nation
Avera e
�Sw_imming18.9%
26.3%
23.7%
23.7%
Age (median): Participation based on individuals ages 7 & Up of the Primary Service Area.
Income: Participation based on the 2009 estimated median household income in the Primary
Service Area.
Region: Participation based on regional statistics (Pacific).
National: Participation based on national statistics.
Average: Average of the four columns.
Page 13
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Anticipated Participation Numbers by Activity: Utilizing the average percentage from Table-
C above plus the 2000 census information and census estimates for 2009 and 2014 (over age 7)
the following comparisons can be made.
Table D — Swimming Participation Rates
Activity
Average
2000 Part.
2009 Part.
2014 Part.
Difference
Swimming
23.1%
21,402
30,548
35,755
14,353
Note: The estimated participation numbers indicated above are for swimming as a whole and do
not necessarily translate into expected attendance figures at a Palm Desert aquatic center since
many participants utilize other facilities for these activities and may participate in more than one
activity at a time. However, these figures do indicate the total number of people participating in
various activities within the Primary Service Area.
Anticipated Number of Times Participating Per Year: By taking the number of annual
participants from Table-D, times the average number of times swum per year (from 2008 NSGA
standards) will equal the total number of estimated uses per year.
Table E — Annual Number of Swimmer Days
Average
2000 Uses
2009 Uses
2014 Uses
% Chan e
Swimming
40.54
867,367
1,238,415
1,449,508
+67.1%
Average: The average number of times (by region, income, sex and nation) a person will swim in a year.
This table indicates that there is a high number of annual "swimmer days" (a swimmer day is
calculated as one individual swimming one day) from which to capture a sizable market share. It
also must be remembered that many of these "swimmer days" are being satisfied by existing
aquatic facilities. If a Palm Desert aquatic center were able to capture as few as 10% of the 2009
participants it would translate into 123,842 swimmer days. Drawing users from beyond the
Primary Service Area (and from visitors and second homeowners) could add additional swimmer
days to the facility.
Page 14
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Aquatic Participation Trends: Without doubt the hottest trend in aquatics is the leisure pool
concept. This idea of incorporating slides, lazy rivers (or current channels), fountains, zero depth
entry and other water features into a pool's design has proved to be extremely popular for the
recreational user. The age of the conventional pool in most recreational settings has greatly
diminished. Leisure pools appeal to the younger kids (who are the largest segment of the
population that swims) and to families. These types of facilities are able to attract and draw
larger crowds and people tend to come from a further distance and stay longer to utilize such
pools. This all translates into the potential to sell more admissions and increase revenues. It is
estimated conservatively that a leisure pool can generate up to 30% more revenue than a
comparable conventional pool and the cost of operation while being higher, has been offset
through increased revenues. Of note is the fact that patrons seem willing to pay a higher user fee
with this type of pool that is in a park like setting than a conventional aquatics facility.
Despite the recent emphasis on recreational swimming the more traditional aspects of aquatics
(including swim teams, instruction and aqua fitness) remain as a part of most outdoor aquatic
centers. The life safety issues associated with teaching children how to swim is a critical
concern in most communities and competitive swim team programs continue to be important.
The family oriented outdoor aquatic center concept of delivering aquatic services continues to
grow in acceptance with the idea of providing for a variety of interactive aquatics activities and
programs in a park like setting that features a lot of grass, shade structures, sand play areas and
natural landscapes. This idea has proven to be financially successful by centralizing pool
operations for communities and through increased generation of revenues from patrons willing to
pay for an aquatics experience that is new and exciting. These outdoor aquatic centers have
become identifiable centers for communities and have promoted "family" recreation values. The
keys to success for this type of center revolve around the concept of intergenerational use in a
quality facility that has an exciting and vibrant feel in a park like setting.
A new concept is the spray ground, where a number of water spray features are placed in a
playground setting where there is no standing water but the water is treated and recirculated
much like a pool. This provides a fun, yet safe, environment where drowning is not a concern
and lifeguards are not necessary.
Swimming is second only to walking in popularity of sports and leisure activities, meaning that
there is a significant market for aquatic pursuits. Approximately 24% of the population in the
Pacific region of the country participates in aquatic activities. This is a large segment of the
population. Within the state of California, swimming is the number three most participated in
sports activity behind exercise walking and exercising with equipment.
Page 15
AQUATIC CENTER OPERATIONS STUDY
City of* Palm Desert, California
Below are listed those sports activities that often take place in a community and the percentage
of growth or decline that each has experienced nationally over the last 10 years (1998-2008).
Table F - National Activity Trend (in millions)
S ortlActivi
1998 Participation
2008 Participation
Percent Change
Skateboarding
5.8
9.8
69.0%
Weight Lifting
22.8
37.5
64.5%
Running/Jogging
22.5
35.9
59.6%
Work -Out at Club
26.5
39.3
48.3%
Aerobic Exercising
25.8
36.2
40.3%
Exercising w/ Equipment
46.1
63.0
36.7%
Exercise Walking
77.6
96.6
24.5%
Soccer
13.2
15.5
17.4%
Tennis
11.2
12.6
12.5%
Swimming
58.2
63.3
8.8%
Basketball
29.4
29.7
1.0%
Billiards/Pool
32.3
31.7
-1.9%
Baseball
15.9
15.2
-4.4%
Hockey (ice)
2.1
1.9
-9.5%
Volleyball
14.8
12.2
-17.6%
Softball
15.6
12.8
-17.9%
1998 Participation: The number of participants per year in the activity (in millions) in the United States.
2008 Participation: The number of participants per year in the activity (in millions) in the United States.
Percent Change: The percent change in the level of participation from 1998 to 2008.
It is significant that swimming has seen a considerable increase in the rate of participation in the
last ten years.
Even with the growth in swimming participation, the focus of swimming has changed from an
activity that was oriented around competitive aquatics with deeper and colder water to a more
recreational approach that emphasizes shallow, warm water, socialization and interactive play.
Consistent use of an aquatic's facility by families and young children is dependent in large part
on the leisure amenities.
Page 16
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, Californda
Outdoor Aquatic Facilities Inventory: There are a variety of outdoor aquatic facilities that
currently serve the Palm Desert Primary Service area market. These vary from municipal pools
to school facilities, country clubs, HOA's, private water parks, resort hotels, and backyard pools.
Public Sector Providers — These facilities will be the primary "competition" for a new Palm
Desert aquatic center as they have a similar market focus. It is significant that there are only
three such pools in the area. They include:
Palm Springs Swim Center — This is a 50 meter pool that is owned and operated by the City of
Palm Springs. This is the only true public competitive pool in the area but it does not have any
recreational amenities. The pool is open year round, is in good condition, and the user rates are
very affordable. The Piranha's Swim Team utilizes the pool for practices and meets. The City
has been discussing possible closure of the swim center due to the economic situation within the
City. However, it does not appear that the pool will be closed.
Pawley Aquatic Complex — Located just outside of the Primary Service Area in Indio, this small
facility features a 6 lane pool with two drop slides at one end, a wading pool, and a small spray
pad. It is owned and operated by the Desert Recreation District. The complex is generally a
seasonal facility but is used year round by the Desert Terrapins Aquatic Club for practices. The
complex is older but has been renovated. The rates are very affordable.
Page 17
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Fritz Burns Community Pool — This is a six lane pool that is a seasonally operated facility that is
owned by the City of La Quinta but operated by the YMCA. It is a small pool that has no
recreational amenities.
It should also be noted that Rancho Mirage will soon have a public pool as well.
School Pools — Four high schools in the immediate area have competitive pools but these are not
generally utilized by outside groups due to the high cost of rentals. There is also no open public
use. The local high school pools include Palm Desert High School, La Quinta, Palm Springs,
and Desert Mirage.
Private Sector Providers — The other major provider of aquatic facilities is the private sector and
there is a wide range of pools in the Coachella Valley. With limited access and facilities that
focus on residents of a development or visitors to the area, these are not aquatic centers that will
be direct competition for a Palm Desert aquatic center. The private pools can be put into five
basic categories.
Home Owners Associations — These tend to be smaller and more conventional pools that are
designed to serve a very specific housing area or development. As a result they have a very
different market appeal that a public center.
Country Clubs — These are pools that have been developed to support members of private clubs
and their guests. Most of these pools are also traditional rectangular pools with limited appeal to
the recreational swimmer.
Resort Hotels — There are a variety of resort hotels in the Coachella Valley and all of them have
some type of outdoor pool. Many are smaller conventional pools but several larger and more
sophisticated aquatic facilities are also present that have a strong appeal to the recreational
Page 18
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
swimmer and more specifically visitors to the area. These pools are only available to hotel
guests.
Water Parks — There is one major water park in the area. Soak City is located in Palm Springs
and is a large facility that caters to the recreational swimmer with slides, lazy rivers, wave pool,
and other recreational amenities. Such facilities have very expensive user fees and most
individuals only visit this type of facility a handful of times during a season. This facility serves
both locals and visitors to the Coachella Valley. This facility also has a very different market
focus than a public aquatic center.
Backyard Pools — Many residents of the area have pools in their back yards but the vast majority
of these are small, with very limited uses and amenities.
Market Opportunities - Based on the other aquatic facilities located in the Coachella Valley, the
following are market opportunities for a Palm Desert aquatic center.
• None of the current public pools have a strong recreational orientation. This leaves
an ideal market position for a new aquatic center in Palm Desert.
There is only one true public competitive pool (Palm Springs Swim Center) in the
Coachella Valley. Swim teams have indicated an interest in additional pool time to
support their needs. However, the local high school pools are not being well used by
outside groups.
The homeowner association pools as well as the country club facilities serve very
different markets and needs. To draw these users, a Palm Desert aquatic center will
need to focus on amenities that are not available with these facilities. This is likely to
include large lap pools that can handle a significant number of swimmers as well as
competitive teams and a recreational pool with a zero depth entry, slide and interactive
Page 19
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
play features. In addition offering a full complement of aquatic programs and services
will be essential.
• A Palm Desert aquatic center will need to market itself as being a viable alternative to
the private water parks, that is less hectic, focuses on families, aquatic programming
and is much more affordable.
• Marketing the aquatic center to the large number of visitors to the area as well as the
second homeowner will increase the use and potential revenue for the facility.
Market Constraints — In addition to the market opportunities, it is also important to analyze
possible market constraints. These include.
• There are a significant number of conventional pools in the area, many of which have
the capability of being used for competitive swimming and other events.
• Residents of the Palm Desert area have easy access to a variety of different aquatic
facilities from back yard pools, to high school facilities and HOA pools.
• Many of the existing pools are available for little to no fee (backyard and HOA
pools).
• Summer weather can be too hot for people to even use a pool during afternoon times
especially.
• While much of the focus of the planned Palm Desert Aquatic Center will be on
serving the needs of the competitive swim community and other more traditional pool
programs, attracting the recreational swimmer to the center on a consistent basis will be
paramount to generating strong use and revenue. However, the reasonably small size of
the recreational elements of the facility will limit the number of recreational swimmers
that can be accommodated.
Even with the presence of a number of existing pools there is still a market for a significant,
publically owned, aquatic center in Palm Desert. To be financially viable a Palm Desert aquatic
center will need to have a focus not only on traditional aquatic activities (lap swimming,
competitive swimming, lessons and fitness) but also on recreational swimming (slides,
interactive play features, and shallow water). There will also need to be a high level of aquatic
programming offered as well.
As has been noted earlier, there are estimated to be 1,238,415 swimmer days in the Primary
Service Area and if the new aquatic center were able to attract as few as 10% of these available
Page 20
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
swimmer days (a very conservative figure) this would convert to 123,842 swimmer days. This is
a strong number of swimmer days that would also be augmented by further participation from
outside the Primary Service Area as well as from visitors and second homeowners.
Page 21
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Section III — Benchmark Facilities
In order to better understand not only the market for a new aquatic center in Palm Desert but also
the characteristics that make for a successful outdoor swimming center, a benchmark study of
five aquatic centers in southern California has been undertaken. These five facilities were
chosen with input from City of Palm Desert staff and represent two key existing facilities in the
Coachella Valley, as well as three that are well outside of the market area. The five benchmark
aquatic facilities are:
• Palm Springs Swim Center
• Pawley Aquatic Complex
• Valley -Wide Aquatic Center
• Fontana Park Aquatic Center
• The Wave Waterpark
In an effort to have a broad spectrum of facilities to benchmark, two facilities (Palm Springs
Swim Center and Pawley Aquatic Complex) are smaller in magnitude than what Palm Desert is
planning while the Valley -Wide Aquatic Center is reasonably close in overall size and the
Fontana Park Aquatic Center is a bigger facility and the Wave Waterpark is well out of the range
of what is currently being considered by the city.
Page 22
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Palm Springs Swim Center
Owner/Operator: City of Palm Springs
Contact: Athena Huss & Vicki Oltean
Address: 405 S. Pavilion Way, Palm Springs, CA 92262
Website: ht!p://www.palmsprin%zs-ca.gov/index.aspx?page=786
Phone Number: (760) 323-8278
E-Mail(s): Athena.huss(a�palmsprings-ca.gov, Vicki.oltean(. palmsprin s-ca.gov
Season/Hours of Operation: Year round operation
Adult Lap Swim Mon -Fri; 5:30-8:30A, 11:OOA-6:30P
Sat & Sun; 7:OOA-3:OOP
Recreational Swim Periods Mon -Fri; 11:OOA-S:OOP
Sat -Sun; 11:OOA-3:OOP
Facility Description:
Number of pools; 1, 50M x 25Y pool, heated
Amenities; locker rooms, diving boards
Concession; yes and self -operated
User Fees:
Daily; $3.50/adult, $2.50/child
Punch Card; $49 for 25 visits
Rentals; $43/hr plus $1.00/adult 13 & Up, $.50/child 4-12
Attendance/Use Numbers:
Seasonally
Annually
Operations Budget:
Expenditures; 2008-2009 Actual - $181,072
Note: This only includes I full time professional staff member, 2 full time lifeguards and
a heating cost estimate. It does not include part time lifeguards or additional operating
expenses. Thus, it is safe to assume this number is significantly greater.
Staffing plan and wages; Aquatic Supervisor (1) - $64,160
Full Time Lifeguards (2) - $104,912
Page 23
AQUATIC CENTER OPERATIONS STUDY
City o 'Palm Desert, California
Revenues; 2008-2009 Actual - $91,847
Programs and Services Offered:
Lap Swim, Family Swim, Aquatic Exercise Program, Swim Classes (contracted), Over -
Night Camping, Adult Fitness Swim
Page 24
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Pawley Aquatic Complex
Owner/Operator: Desert Recreation District
Contact: Peter McVey, Aquatics Coordinator
Address: 46350 Jackson St., Indio, CA 92201
Website: http://www.desertrecreationdistrict.ca.gov/facilities/pools.htm
Phone Number: (760) 775-1945
E-mail: peter(oDdesertrecreationdistrict.ca. og_v
Season/Hours of Operation: Lap Pool, Year round operation
Adult Lap Swim; Mon, Wed, Fri 5:45A-7:30A
Tue, Thu 7:30-8:30A
Sat 9:00-11:00A
Open Swim (seasonal); April 3-11 (Spring Break) Noon-3:30P
April 17-June 5 Noon-3:30P
Facility Description:
Number of pools; 1, 6 lane 25Y lap pool (heated); 1, 50' x 40' instructional pool (not
heated), splash pad w/various water features (not heated)
Amenities; locker rooms, 2 water slides
Concession; yes, self -operated
Bather load; 325-350 per day
User Fees:
Open Swim; $4.00/adult, $3.00/child, seasonal pass $25.00/person
Lap Swim; $3.00/adult, $50 for 25 visits, $75 for 50 visits, $100 for 100 visits
Pool Parties; Small Party, 1-10 Kids, $35/hr + $4/child
Medium Party, 11-17 Kids, $45/hr + 3/child
Large Party, 18-25 Kids (MAX), $55/hr +$2/child
Pool Rentals; 2 Hour Minimum for All; 1-40 People $80/hr, 41-60 People $90/hr, 61-80
People $100/hr, 81-100 People $110/hr, 101 & Over $125/hr
Operations Budget: (expenses take into account a portion of full time salary which is spread
throughout all facilities)
Expenses; FY 08/09 Actual $283,252.40
FY 09/10 Projected $353,442.00
Page 25
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Revenues:
FY 08/09 Actual $107,632.00
FY 09/10 Projected $125,532.00
Cashier;
$10.23-11.84/hr
Lifeguard;
$10.25-12.05/hr
Instructor;
$12.25-13.25/hr
Pool Manager; $12.10-15.50/hr
Programs and Services Offered. -
Lap Swimming, Private Swim Lessons, Swim School, Recreational Swimming, Pool
Rentals, Basic Water Rescue, Lifeguard Training, Adult Swim Lessons
Page 26
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Valley -Wide Aquatic Center
Owner/Operator: Valley Wide Recreation & Park District
Contact: Missy Galloway
Address: 1810 Anglers Avenue, Hemet, CA 92544
Website: hn://www.valleryiderecreation.org/Aquatic%20Center.htrnl
Phone Number: (951) 929-0047
Season/Hours of Operation: Seasonal Operation
Month of May, weekends only
11:00A-Noon Lap Swim
Noon-5:OOP Open Swim
June 15`h through end of season, 7 days a week
12:30P-4:30P Open Swim
Pre -Noon Swim Lessons & Other Programming
Post-5:OOP Swim Lessons & Other Programming
Facility Description:
Number of pools; 1, 25Y heated pool,
Amenities; zero depth entry, water fountain sprayers
Concession; yes and self -operated
Bather Load; 376
User Fees:
Daily; $7.00/Adult (ages 3-55), $6.00/Seniors, $2.00/Kids (under 2)
Lap Swim; $2.00/Person
Operations Budget.,
Expenditures; 08/09 Actual - $398,463.79
09-Present - $297,528
Staffing plan and wages; Lifeguards - $8.50/hr
WSI Certification - $10.00/hr
Pool Manager - $12-$17.00/hr
Revenues; 08/09 Actual - $308,017.08
09-Present - $211,147.87
Page 27
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Programs and Services Offered:
Group Swim Lessons, Private Swim Lessons, Junior Lifeguard Program, Come Swim w/
Me (8 & Under), Little Swimmers, Movie Night at the Aquatic Center, Water Polo,
Family Fun Night/Ice Cream Social, 41h of July Party, Labor Day Party
Page 28
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Fontana Park Aquatic Center
Owner/Operator: City of Fontana
Contact: Megan Wolfe, Aquatics Coordinator
Address: 15610 Summit Ave., Fontana, CA 92336
Website: hqp://www.fontana.org/maipZparks rec/aquatics/aquatics index.htm
Phone Number
E-mail,
Year Opened: 2008
(909) 854-5106
mwolfe(&fontana.org
NO
Season/Hours of Operation: Year round
Weekend recreational swim hours (fall, winter, spring); Noon-5:OOP
Lap swimming & water walking (fall, winter, spring); Mon -Fri 5:30-7:30A, 11:OOA-
1:30P, 7:00-9:OOP, Sat 8:00-10:00A
Facility Description:
Number of pools; 1, 14 lane competition pool; 1, instructional pool; 1 water slide catch
pool (all heated)
Amenities; locker rooms, water slides, zero depth play area, picnic pavilion
Concession; none in the aquatics center, but within the park there are concessions which
may be operated by groups who are renting the park for various activities.
Bather Load; 525 per day
User Fees:
Daily Admission for Recreational Swimming;
With Slides; $7.00/Adult, $5.00/Child 481, tall
Without Slides; $5.00/Adult, $3.00/child
Lap Swim & Water Walk; $2.50/person
Pavilion Party Package; $250
Rentals; 1-99 People $175/hr, 100-199 People $250/hr, 200-299 People $375/hr,
300-399 People $450/hr
Attendance/Use Numbers:
Yearly Attendance; Slide Access (Adults) — 2,451
No Slide Access (Adults) — 12,118
Page 29
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Slide Access (Kids) — 13,733
No Slide Access (Kids) — 14,076
Slide Upgrade — 515
Lap Swim — 2,057
Senior Lap Swim — 848
Operations Budget. -
Expenditures (Fontana Park Aquatic Center only);
2009/2010 Projected: $561,500
Staffing plan
Lifeguards $9.67-11.75/hr
Lifeguard Instructor $11.12-13.51 /hr
Assistant Pool Manager $12.47-15.15/hr
Pool Manager $13.84-16.83/hr
Revenues (total for all 3 aquatic facilities in Fontana);
2007/2008 Actual: $186,751
2008/2009 Current: $217,200
2009/2010 Projected: $407,600
Programs and Services Offered:
Group Swim Lessons, Private Swim Lessons, Semi -Private Swim Lessons, Swim Clinic,
Lifeguard Training Course, Lifeguard Training Instructor Course, Water Safety
Instructor, CPR for the Professional Rescuer, Adult/Child/Infant CPR/First Aid Training,
SCUBA Certification, Safety Training for Swim Coaches, Babysitter Training
Page 30
AQUATIC CENTER OPERATIONS STUDY
The Wave Waterpark
Owner/Operator: City of Vista
Contact: AngelaPalasik Position:
Address: 101 Wave Drive, Vista, CA 92083
Website: wave-waterparkCo),cityofvista.com
Phone Number: (970) 940-WAVE
E-Mail: apalasik�,cityofvista.com
Year Opened: 1994
City of'Palm Desert, California
Admissions & Marketing Manager
Season/Hours of Operation: Seasonal operation
May — Weekends Only, Sat -Sun Noon-4:OOP & 11:OOA-5:OOP
June —Weekdays 10:00A-4:OOP, Weekends 11:00A-5:00P
July — Weekdays 10:OOA-4:OOP, Weekends 11:OOA-5:OOP
August —Weekdays I O:00A-4:OOP, Weekends 11:00A-5:00P
September — Weekends Only, Sat -Sun Noon-4:OOP & I I :OOA-5:OOP
Facility Description:
Number of pools; competition lap pool (heated), flowrider (not heated), lazy river around
flowrider (not heated), 4 water slides & catch pool (not heated), kids play area (not
heated)
Amenities; locker rooms, cabana, offices, changing areas, Backyard Grill
Concession; yes, self -operated
Bather load; 1,500
User Fees:
General Admission; $16.95 42" and Taller, $12.95 Under 42" Tall, $11.95 Seniors (60+),
$10.95 Happy Hour, $12.95 Spectator Admission, Under 3 Free
Lap Swim; $3.00/day, $60 Punch Card for 30 Visits
Season Pass; $74.95 Individual Pass, $69.95 Family Season Pass (4 or more)
Private Rentals; $1,200/hr, full park up to 500
$1,500/hr, full park 501-750
$1,700/hr, full park 751+
$300/hr, flowrider
$450/hr, flowrider, river, riptide slide
Page 31
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
$450/hr, slide tower, picnic area
$150/hr, competition pool
$200/hr, rainforest rental, dry
$300/hr, rainforest rental, wet
Attendance/Use Numbers:
Annually; Approximately 100,000
NO
Operations Budget: The City of Vista subsidizes anywhere between $300,000-$500,000 on an
annual basis.
Expenditures; FY 09 Actual $1,600,000.00
Staffing wages; $8.00/hr for entry level positions (lifeguards, cabana crew, guest
services) $9.00-$12.00/hr for head lifeguard and managers
Revenues FY 09 Actual $1,200,000.00
Programs and Services Offered:
CPR Classes, Aqua Aerobics, Aqua Camps, Swim Lessons, Junior Lifeguard, Aqua
Camps, Counselors In Training, Girl Scout Badge Training
Page 32
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Benchmark Facilities Fee Matrix:
Palm Springs Swim
Pawley Pool
Valley -Wide Aquatic
Fontana Park Aquatic
The Wave Waterpark
Center
Center
Center
Daily Admission
Daily Admission
Daily Admission
Daily Admission
Daily Admission
$3.50/Adult
$3.00
$7.00/Age 3-55
With Slides (child must
$16.95, 42" &
$2.50/Child
$6.00/Age 55+
be 48" tall)
Taller
$2.00/Under 2
$7.00/Adult
$12.95, Under 42"
$5.00/Child
$11.95, Seniors 55+
Without Slides
$10.95, Happy
$5.00/Adult
Hour
$3.00/Adult
$12.95, Spectator
Lap Swim & Water
Free, Under 3
Walk
$3.00/day Lap
$2.50/person
Swim
Aquatic Pass
$35/month
Punch Card
Lap Swim Pass
Lap Swim
Lap Swim Pass
$49/25 Visits
$49, 9/8-12/22
$2.00/person
$60 for 30 Punches
$79, 9/8-3/31
Season Passes
$89, 9/8-6/11
$74.95, Individual
Pass
$69.95, Family
Pass
4 or more
Pool Rental
Pool Rental, 2 Hour
Pool Rental
Private Rentals Full
$43/hr — Plus
Min.
$175/hr, 1-99 part.
Park
$1.00/Adult, 13+
$105/hr, 1-40 part.
$250/hr, 100-199
$1200/hr, up to 500
$.50/Child, 4-12
$115/hr, 41-60 part.
part.
$1500/hr, 501-750
$125/hr, 61-80 part.
$375/hr, 200-299
$1700/hr, 751+
$135/hr, 81-100
part.
Flowrider
part.
$450/hr, 300-399
$300/hr
$125/hr, 101+ part.
part.
Flowrider, Slides, River
$450/hr
Slide Tower & Picnic
Area
$450/hr
Competition Pool
$150/hr
Rainforest Rental
$200/hr, Dry
$300/hr, Wet
Page 33
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Benchmark Facilities Expense/Revenue Matrix:
Palm Springs Swim
Pawley Pool
Valley -Wide Aquatic
Fontana Park Aquatic
The Wave Waterpark
Center
Center
Center$
Expenditures
Expenditures
Expenditures
Expenditures
Expenditures
08-09 Actual -
08-09 Actual -
0-08 Actual - $398,464
09-10 Projected -
09 Actual - $1,600,000
$181,027
$283,242
$561,500
09-10 Project. -
08-Present - $297,528
$353,442
Revenues
Revenues
Revenues
Revenues
Revenues
08-09 Actual - $91,847
08-09 Actual -
07-08 Actual -
09-10 Projected -
09 Actual $1,200,000
$107,632
$308,017
$407,600
09-10 Project. -
08-Present - $211,148
$125,532
'Expenses are not complete, but based upon the best information provided by the City of Palm Springs.
8 Revenue Projections are for all 3 City facilities and Expense Projections are for the Fontana Park Aquatic Facility
only.
Page 34
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Section IV — Operations Analysis
The following operations analysis has been completed put together for the planned aquatic
center. The following are the parameters for the project.
• 2011 will be the first year of operation. This budget represents the first full year of
operation.
• The center will be operated and maintained by an outside agency. The operations plan
has been developed with this concept in mind but with no one specific operating agency
in mind.
• This will be a facility that is utilized by both residents of Palm Desert and non-residents.
• The aquatic center will operate year round but on a more limited basis from November to
March.
• Swim lessons, aqua exercise programs and other water based activities will be offered at
the facility.
• Concessions will be provided during the summer months, weekends during the spring
and fall, and for large swim meets.
• College of the Desert will be a primary user of the center on a daily basis during the
school term. Rental revenue from their use has been shown.
• All users of the pool will be paying market rates for use.
• This operations estimate is based on the design concepts developed by Arch-Pac
Aquatics and Gould Evans Architects.
• The facility will be located in Civic Center Park.
• A conservative approach to estimating use and revenues for the facility has been used for
this pro -forma.
• Preliminary operational discussions were held with both the YMCA and the Desert
Recreation District regarding expected budget requirements for the center.
Page 35
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Page 36
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Operating Expenditures
Expenditures have been formulated based on the costs that are normally included in the operating
budget for such a facility. The figures are based on the size of the center, the specific
components of the facility and the projected hours of operation. Actual costs were utilized
wherever possible and estimates for other expenses were based on similar facilities in other areas
of the country. All expenses were calculated as accurately as possible but the actual costs may
be more or less based on the final design, operational philosophy, and programming
considerations adopted by staff.
Aquatic Center — An outdoor aquatic center with a 50 meter pool with two I meter and two
3 meter boards, recreational pool with two slides, zero depth entry, interactive play feature
and four lap lanes; concessions area, bath house, office area and other support spaces.
Operation Cost Model:
Personnel
Aquatic Center
Full -Time
$156,000
Part -Time
$533,137
TOTAL
$689,137
Commodities
Aquatic Center
Office Supplies (forms, paper)
$2,000
Chemicals(pool)
$90,000
Maint./R air/Mat.
$20,000
Janitor Supplies
$20,000
Rec. Supplies (program)
$2,000
Uniforms
$5,000
Printing/Postage
$10,000
Food concessions
$25,000
Resale Items
$5,000
Other
$3,000
TOTAL 1
$182,000
Page 37
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Contractual
Aquatic Center
Utilities (as & electric)
$150,000
Water/Sewer
$10,000
Insurance (Prop. & Liab.
$40,000
Communications hone)
$5,000
Contract Services
$100,000
Rental Equipment
$1,000
Advertising
$10,000
Training
$4,000
Conference
$500
Membership/Dues/Subscriptions
$500
Trash Pick-up
N/A
Bank Charges
$5,000
Management Fee (5% /ex enses)
$60,707
Other
$2,000
TOTAL
$388,707
Capital
Aquatic Center
Replacement Fund
$15,000
TOTAL
$15,000
Summary
All Categories
Aquatic Center
Personnel
$689,137
Commodities
$182,000
Contractual
$388,707
Capital
$15,000
GRAND TOTAL
$1,274,844
Note: Line items not included in this budget are any vehicle costs.
9 It should be noted that at the time of this report utility rates were very volatile and could result in a higher energy
rate for the aquatic center once it opens.
10 Contract services covers daily custodial, and maintenance contracts.
11 This is yearly capital funding for equipment replacement and other similar items. This funding will not cover
major capital improvements.
Page 38
AQUATIC CENTER OPERATIONS STUDY
City af'Palm Desert, California
Graphic Representation of Total Expenses:
Total Expense - $1,274,844
Personnel w Commodities # Contractual w Capital
Page 39
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Staffing Levels:
Full -Time Positions
Positions
Total
Aquatic Center Manager
1
$70,000
Aquatic Center Asst. Manager
1
$50,000
New Salaries
$120,000'
Benefits 30%
$36,000
TOTAL
2 F.T.E.
$156,000
Page 40
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Part -Time Positions
Hours
Weeks
Head Lifeguard $15.00
Winter
72.5
16
Spring/Fall
72.5
22
Summer
72.5
14
Lifeguard $12.50
Winter
320
16
Spring/Fall
415.5
22
Summer
680.5
14
Cashier $10.00
Winter
87.5
16
Spring/Fall
93.5
22
Summer
138.5
14
Custodian/Grounds $12.00
Winter
6
16
Spring/Fall
9
22
Summer
14
14
Concession Supervisor $14.00
Winter
0
16
Spring/Fall
14
22
Summer
59
14
Concession Cashier $10.00
Winter
0
16
Spring/Fall
28
22
Summer
118
14
Program Instructors 12
Aquatics Variable
Variable
$32,374
Salaries
$484,670
Benefits 10%
$48,467
TOTAL
$533,137
Note: Pay rates were determined based on comparable wage scales in the Palm Desert area. The
positions listed are necessary to ensure proper staffing for the center's operation as well as
12 Program instructors are paid at several different pay rates and some are also paid per class or in other ways. This
makes an hourly breakdown difficult. Aquatic programs consist of learn to swim, fitness, CPR, birthday parties, and
other activities.
Page 41.
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
provide for basic programming for the facility. The wage scales for the part-time staff
positions reflect an anticipated wage for 2011.
Page 42
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, Californ a
Revenues
The following revenue projections were formulated from information on the specifics of the
project and the demographics of the service area as well as comparing them to local statistics,
other similar facilities and the competition for aquatic services in the area. Actual figures will
vary based on the size and make-up of the components selected during final design, market
stratification, philosophy of operation, fees and charges policy, and priorities of use.
Revenue Projection Model:
Fees
Aquatic Center
Daily Admissions
$126,559
25 Admissions
$38,555
3 Month Passes
$69,336
Corporate/GroupCorporate/Group
$20,000
Rentals 14
$69,500
COD Rental
$47,880
TOTAL
$371,830
13 Figures are based on an active program to promote the sale of 3 month passes.
14 Rentals Rec. Pool —
$150/hr x 15hrs = $2,250
$175/hr x 10hrs = $1,750
$200/hr x 5hrs = $1,000
Splash Pool —
$75 /hr x 20hrs = $1,500
Therapy —
$75/hr x 50hrs = $3,750
Compt. Pool —
Club — 8 lanes x $6/lane x 15hrs/wk x 36wks = $25,920
8 lanes x $10 x 15hrs/wk x 12wks = $14,400
Club swim meets $100 x 6hrs x 6meets = $3,600
Other organizations (masters, diving, etc.) 4 lanes x $6/lane x 6hrs/wk x 36 wks = $5,184
Regional meets 3 meets x $1,000/Day x 3 Days = $9,000
Non-resident fees = $1,000
15 COD Rental — 7hrs/day x 5days/wk x 38wks/yr x $61ane/hr x 6 lanes = $47,880
Page 43
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Programs16
Aquatic Center
Aquatics
$115,650
Contract
$1,000
TOTAL
$116 650
Other
A uatic Center
Resale Items 150% of cost
$7,500
Umbrella Rentals
$31,600
Special Events
$3,000
Concessions
$75,000
Vending
$5,000
TOTAL
$122,100
Revenue Summary
All Catellories
Aquatic Center
Fees
$371,830
Programs
$116,650
Other
$122,100
GRAND TOTAL
$610,580
16 Figures are based on assessing fees that are listed later in the report.
Page 44
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Graphic Representation of Total Revenue:
Total Revenue - $610,580
$122,100
$116,650
Fees w Programs A Other
Page 45
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Expenditure - Revenue Comparison
Category
Aquatic Center
Expenditures
$1,274,844
Revenues
$610,580
Difference
(664,264)
Recovery %
48%
It should be noted that the financial performance of an outdoor aquatic center is directly related
to the weather.
This operations pro -forma was completed based on the best information available, a preliminary
concept plan, and a basic understanding of the project. As a result there is no guarantee that the.
expense and revenue projections outlined above will be met as there are many variables that
affect such estimates that either cannot be accurately measured or are not consistent in their
influence on the budgetary rocess.
Future Years: Expenditure - Revenue Comparison: Expenses for the first year of operation of
the pool should be slightly lower than projected with the facilities being under warranty and new.
Revenue growth in the first three years is attributed to increased market penetration and in the
remaining years to continued population growth. In most aquatic facilities the first three years
show tremendous growth from increasing the market share of patrons who use such facilities, but
at the end of this time period revenue growth begins to flatten out. Additional revenue growth is
then spurred through increases in the population within the market area, a specific marketing
plan to develop alternative markets, the addition of new amenities or by increasing user fees.
Exponential Percent Increase from Year to Year:
Category
Year 1
Year 2
Year 3
Year 4
Year 5
Expenditures
0%
1%
3%
3%
3%
Revenues
0%
7%
7%
5%
3%
Page 46
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
5 Year Comparison
Category
Year 1
Year 2
Year 3
Year 4
Year 5
Expenditures
$1,274,844
$1,287,592
$1,326,220
$1,366,007
$1,406,987
Revenues
$610,580
$653,321
$699,053
$734,006
$770,706
Difference
(S664.264)
(5634,272)
(S627,167)
(S632,001)
(S636,281)
Recovery %
48%
51%
53%
54%
55%
Revenue/Expense Comparison Chart
$1,500,000 _
$1,000,000 -
$500,000
$0
Year 1 Year 2
Percent Recovery Rate
Year 3 Year 4
Recovery Rate
■ Revenues
A I
- ■ Expenses
Year 5
56.00% 55.00%
54.00% "S4. /o
52.00% 00%
50.00%
48.00% _48.001%/,
46.00%
44.00%
Year 1 Year 2 Year 3 Year 4 Year 5
Operational Budget Adjustments
Page 47
AQUATIC CENTER OPERATIONS STUDY
City of ' Palm Desert, California
The City of Palm Desert set a goal of wanting to recover 60% of the cost of operating the aquatic
center through fees generated by the facility itself. The operation plan on the previous pages
indicates a rate of recover beginning at 48% and rising to 55% in the fifth year of operation. The
primary reasons for the lower cost recovery are:
• Since the aquatic center is not yet open and the actual operating agency has not yet been
identified, a conservative approach to the budget process has been undertaken.
• There are a significant number of swimming opportunities available in the area from
back -yard pools, HOA and condo pools, resort pools, to private and other public pools.
This has a significant impact on the overall market for a new public pool.
• The user fees that are currently being charged for access to other public pools are
reasonably low and other pools (back -yard pools, HOA and condo pools) do not require a
fee at all for admission. This limits the rate that can be charged at a new Palm Desert
Aquatic Center and ultimately the amount of revenue that can be generated.
• The concept plans for the Palm Desert Aquatic Center indicate a large facility with an
extensive water surface area. The cost of operating a facility of this nature on a year
round basis is expensive.
However, in an effort to bring the aquatic center closer to the desired 60% cost recovery point,
the following operational options are possible.
Expenses
There are a number of possible modifications that can be made to reduce the cost of operating
the aquatic center, these include.
• Staffing Reductions — It may be possible to eliminate the full-time Assistant Manager
position and replace it with 20 hours a week of an additional Head Lifeguard. However,
this would result in a significant number of hours where no full-time staff would be
present at the center. This may also not be acceptable to the contract operator.
Possible Annual Cost Savings: $48,000
Reduction in Operating Hours — During the winter and shoulder seasons, open one hour
later and close one hour earlier.
Possible Annual Cost Savings: $50,000
Page 48
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
• Seasonal Operation — Instead of being a year round pool, close during the winter season.
This is not a realistic alternative as it does not allow for College of the Desert to utilize
the facility during a major portion of the academic year and also cannot support a year
round swim team. There would also be a significant loss of revenue with this approach.
Possible Annual Cost Savings: $150,000 to $200,000 (net)
Revenues
In addition to cutting expenses, there is also the possibility of increasing revenue. These options
include:
• Fee Increases — Increase the admission and pass fees by 25% across the board. This will
result in the highest fees of any public aquatic center in the region. If the rate of use
remains constant with the proposed numbers in this study (this may not be realistic), then
this could result in a significant revenue increase.
Possible Revenue Increase:
$63,000
Increase in Rentals — If the center could increase the number of rentals to organized
aquatic groups as well as the general public, this could result in additional revenue.
However, an increase in the number of rentals may not be possible considering the level
of rentals that is already being projected.
Possible Revenue Increase:
$7,000
• Higher Level of Market Penetration —Increasing the projections for daily use by 10% and
25 admission and 3 month passes from 1.7% of households to 2% would result in a
revenue increase. It should be noted that this option cannot be paired together with the
"Fee Increase" option as both would place too much pressure on the market.
Possible Revenue Increase:
$32,500
If the first two expense savings options are combined with the first two revenue increase options
then the expense/revenue gap would be closed by $168,000, resulting in a 61 % cost recovery rate
in the first year of operation. However, implementing these options will not be easy and may not
result in the exact forecasts that have been presented.
Fees and Attendance
Page 49
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Projected Fee Schedules: The following fee schedules have been figured utilizing a fee
differential for non-residents of Palm Desert. Revenue projections and attendance numbers were
calculated from these fee models.
Admissions
Resident
Non -Resident
Adult Daily
$4.00
$6.00
Youth Dail 5-12
$3.00
$4.50
Adult 25 Admiss.
$94.00
$140.00
Youth 25 Admiss.
$65.00
$97.00
Adult 3 Month
$120.00
$180.00
Youth 3 Month
$84.00
$125.00
Rentals
Resident
Non -Resident
Recreation Pool
Under 50
$150/hr
$175/hr
51-75
$175/hr
$200/hr
76-100
$200/hr
$225/hr
101-125
$225/hr
$250/hr
Competitive Pool
25 yard/per lane
$6/hr
$8/hr
50 meter/per lane
$10/hr
$12/hr
Full Pool - 50
$100/hr
$125
Full Pool 51-75
$125/hr
$150
Full Pool 76-100
$150/hr
$175
Full Pool 101-125
$175/hr
$200
Splash Pool or
Therapy Pool
$75/hr
$95
Umbrella-
Reserved
$20/2hrs
$24/2hrs
Page 50
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Admission Rate Comparisons: The above rates were determined based on the rates paid at
similar facilities in the Coachella Valley (2010).
Palm Springs Swim Center
Category
Daily
25 Visits
Adults
$2.00
$49.00
Youth (2-12)
$1.00
$49.00
Pawley Aquatic Center
Category
Dail
Adults
$4.00
Youth 2-17)
$3.00
Fritz Burns Community Pool
Category
Dail
Adults (12 & older)
$3.00
Youth under 12)
$2.00
Adult Lap Swim
$2.00
Page 51
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Attendance Projections: The following attendance projections are the basis for the revenue
figures that were identified earlier in this report. The admission numbers are affected by the
rates being charged, the facilities available for use, and the competition within the service area.
These are averages only and are based on 355 days of operation.
Paid Admissions
Dail
Winter - 110 Days x 30 a Day
3,300
Spring/Fall Weekdays — 106 Days x 45 a Day
4,770
Spring/Fall Weekends — 44 Days x 140 a Day
6,160
Summer — 95 Days x 175 a Day
16,625
25 Admissions — 450 Sold x 25 Admissions
11,250
3 Month Passes — 600 Sold x 24 Admissions
14,400
Total Yearly
56,505
The number of 25 admissions and 3 month passes are based on selling a total of 1,050 passes to
approximately 1.7% of the households in the Primary Service Area.
Page 52
AQUATIC CENTER OPERATIONS STUDY
City of'Palnz Desert, California
Hours of Operation: The projected hours of operation of the aquatic center are as follows:
Competitive Pool Only (no recreational pool, slides, no splash pool) — November thru February
(16 weeks)
Days
Hours
Monday -Friday
5:30am-7:00 m
Saturday -Sunday
7:00am-5:00 m
Hours per Week
87.5
Competitive/Recreational Pool Only (no slides, no splash pool) — September thru October and
March thru May (22 weeks)
Days
Hours
Monday -Friday
5:30am-7:00 m
Saturday -Sunday
7:00am-5:00 m
Hours per Week
87.5
Recreational Pool with slides and splash pool — September thru October & March thru May
WEEKENDS ONLY (22 weeks)
Days
Hours
Saturday -Sunday
10am-5:00 m
Hours per Week
18
Full Aquatic Center — June thru August (14 weeks)
Days
Hours
Monday -Saturday
5:30am-7:00 m
Sunda
7:00am-5:00 m
Hours per Week
87.5
Note: Seasons and hours will be adjusted based on use and demand.
Page 53
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, Californ a
Section V - Appendix
Part -Time Staff Hours
Revenue Worksheets
Demographic Information and Participation Statistics
Page 54
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Part -Time Staff Hours:
Winter — November thru February (16 weeks)
Title
Days
Time
Hours
Employees
Days
TotaUWk
Head Lifeguard
(16 weeks)
Mon -Fri
5:30A-1:OOP
7.5
1
5
37.5
Mon -Fri
4:OOP-7:OOP
3
1
5
15
Sat -Sun
7:OOA-5:OOP
10
1
2
20
TOTAL
72.5
Title
Days
Time
Hours
Employees
Days
TotaVWk
Cashier
(16 weeks)
Mon -Fri
5:30A-1:OOP
7.5
1
5
37.5
Mon -Fri
1:OOP-7:OOP
6
1
5
30
Sat -Sun
7:OOA-5:OOP
10
1
2
20
TOTAL
87.5
Title
Days
Time
Hours
Employees
Days
TotaVWk
Custodian/Grounds
(16 weeks)
Mon &
Thurs
1:OOP-4:OOP
3
1
2
6
TOTAL
6
Title
Days
Time
Hours
Employees
Days
Total/Wk
Lifeguard
(16 weeks)
Mon -Fri
5:30A-
12:OOP
6.5
4
5
130
Mon -Fri
12:OOP-
4:OOP
4
3
5
60
Mon -Fri
4:OOP-7:OOP
3
4
5
60
Sat -Sun
7:OOA-
12:OOP
5
3
2
30
Sat -Sun
12:OOP-
S:OOP
5
4
2
40
TOTAL
320
Page 55
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Spring & Fall — September thru October and March thru May (22 weeks)
Title
Days
Time
Hours
Employees
Days
Total/Wk
Head Lifeguard
(22 weeks)
Mon -Fri
5:30A-1:OOP
7.5
1
5
37.5
Mon -Fri
4:OOP-7:OOP
3
1
5
15
Sat -Sun
7:OOA-10:00
10
1
2
20
Sat -Sun
TOTAL
72.5
Title
Days
Time
Hours
Employees
Days
Total/Wk
Cashier
(22 weeks)
Mon -Fri
5:30A-1:OOP
7.5
1
5
37.5
Mon -Fri
1:OOP-7:OOP
6
1
5
30
Sat -Sun
7:OOA-
10:00A
3
1
2
6
Sat -Sun
10:00A-
5:OOP
5
2
2
20
TOTAL
93.5
Title
Days
Time
Hours
Employees
Days
I Total/Wk
Custodian/Grounds
Mon,
1:OOP-4:OOP
3
1
3
9
(22 weeks)
Thurs,
Sat
TOTAL
9
Title
Days
Time
Hours
Employees
Days
Total/Wk
Lifeguard
(22 weeks)
Mon -Fri
5:30A-
12:OOP
6.5
5
5
162.5
Mon -Fri
12:OOP-
4:OOP
4
3
5
60
Mon -Fri
4:OOP-7:OOP
3
5
5
75
Sat -Sun
7:OOA-
10:00A
3
3
2
18
Sat -Sun
10:00A-
S:OOP
5
10
2
100
TOTAL
415.5
Page 56
AQUATIC CENTER OPERATIONS STUDY
City of Palen Desert, California
Title
Da s
Time
Hours
Employees
Days
Total/Wk
Concession
Supervisor 22 wks
Sat -Sun
10:00A-
5:OOP
1
1
2
14
TOTAL
14
Title
Days
Time
Hours
Em to ees
Da s
Total/Wk
Concession Cashier
22 wks
Sat-
OA-5:OOP
7
2
2
28
TOTAL
28
Summer — June thru August (14 weeks)
Title
Days
Time
Hours
Employees
Days
TotaVWk
Head Lifeguard
(14 weeks)
Mon -Fri
5:30A-1:00P
7.5
1
5
37.5
Mon -Fri
4:OOP-7:OOP
3
1
5
15
Sat -Sun
7:OOA-5:OOP
10
1
2
20
TOTAL
72.5
Title
Days
Time
Hours
Employees
Days
Total/Wk
Cashier
Mon -Fri
5:30A-
4.5
1
5
22.5
(14 weeks)
10:00A
Mon -Fri
10:OOA-
9
2
5
90
7:OOP
Sat -Sun
7:OOA-
3
1
2
6
10:OOA
Sat -Sun
10:OOA-
5
2
2
20
5:OOP
TOTAL
138.5
Title
Da s
Time
Hours
Employees
Days
Total/Wk
Custodian/Grounds
14 weeks
Mon -Sun
7:OOP-9:OOP
2
1
7
14
TOTAL
14
Page 57
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Title
Days
Time
Hours
Employees
Days
Total/Wk
Lifeguard
Mon -Fri
5:30A-
4.5
5
5
112.5
(14 weeks)
10:00A
Mon -Fri
10:OOP-
9
10
5
450
7:OOP
Sat -Sun
7:OOA-
3
3
2
18
10:00A
Sat -Sun
10:00A-
5
10
2
100
5:OOP
TOTAL
680.5
Title
Days
Time
Hours
Employees
Days
TotaVWk
Concession
Supervisor (14 wks)
Mon -Fri
10:00A-
7:OOP
9
1
5
45
Sat -Sun
10:00A-
STOOP
7
1
2
14
TOTAL
59
Title
Davs
Time
Hours
Employees
Days
Total/Wk
Concession Cashier
(14 wks)
Mon -Fri
10:00P-7:OOP
9
2
5
90
Sat -Sun
10:00A-5:OOP
7
2
2
28
TOTAL
118
Page 58
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Program Staffing Costs
Winter
Swim Lessons
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Learn to Swim
Mon. -Wed.
2 classes/2 days
4 weeks
$7.00/cl.
2 sessions
$224
Private Lessons
2 classes/wk
$10.00/cl.
16 weeks
$320
TOTAL
$544
Other
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Water Exercise
2 classes/3 days
$15.00/cl.
16 weeks
$1,440
Lifeguard Training
33hours
$15.00/hr.
1 session
$495
CPR Trainin
5hours
$15.00/hr.
1 session
$75
Stroke Clinics
2 hours
$15.00/hr.
2 sessions
$60
Misc.
2 classes/3 days
$15.00/cl.
16 weeks
$1,440
TOTAL
$3,510
Spring & Fall
Swim Lessons
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Infant & Preschool
Mon. -Wed.
4 classes/2 days
4 weeks
$7.00/cl.
4 sessions
$896
Learn to Swim
Mon. -Wed.
6 classes/2 days
4 weeks
$7.00/cl.
4 sessions
$1,344
Private Lessons
5 classes/wk
$10.00/cl.
22 weeks
$1,100
TOTAL
$3,340
Other
Page 59
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Water Exercise
3 classes/3 days
$15.00/cl.
22 weeks
$2,970
Jr. Lifeguard
1 class/8 days
$15.00/cl.
1 session
$120
Lifeguard Training
33hours
$15.00/hr.
2 session
$990
CPR Training
5hours
$15.00/hr.
2 session
$150
Stroke Clinics
2 hours
$15.00/hr.
2 sessions
$60
Birthday Parties
6 week
$15.00/hr.
22 weeks
$1,980
Special Events
6 hours
$12.50/hr.
6 staff
3 events
$1,350
Misc.
2 classes/3 days
$15.00/cl.
22 weeks
$1,980
TOTAL
$9,600
Summer
Swim Lessons (weekday classes meet four days a week for two weeks)
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Infant & Preschool
Mon.-Thurs.
10 classes/8 days
$7.00/cl.
4 sessions
$2,240
Learn to Swim
Mon.-Thurs
16 classes/8 days
$7.00/cl.
4 sessions
$3,584
Private Lessons
10 classes/wk
$10.00/cl.
14 weeks
$980
TOTAL
$6,840
Other
Title
Classes
Staff Pay
Sessions/
Weeks
Total Cost
Water Exercise
4 classes/3 days
$15.00/cl.
14 weeks
$2,520
Youth Water Polo
1 class/8 days
$20.00/cl.
2 sessions
$320
Jr. Lifeguard
lclass/8 days
$15.00/cl.
2 sessions
$240
Lifeguard Training
33hours
$15.00/hr.
1 session
$495
CPR Training
5hours
$15.00/hr.
1 session
$75
Stroke Clinics
2 hours
$15.00/hr.
6 sessions
$180
Birthday Parties
10 week
$15.00/hr.
14 weeks
$2,100
Special Events
6 hours
$12.50/hr.
6 staff
3 events
$1,350
Misc.
2 classes/3 days
$15.00/cl.
14 weeks
$1,260
TOTAL
$8,540
Page 60
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Total Aquatics Programs
Program Revenues
Winter
Swim Lessons
$32,374
Title
Classes
Fee
Sessions/
Weeks
Total
Revenue
Learn to Swim
2 classes/4 per class
2 classes/1 per class
$50.00/Res
$60.00 NR
2 sessions
$800
$240
Private Lessons
2 classes/wk
$15.00/cl.
16 weeks
$480
TOTAL
$1,520
Other
Title
Classes
Fee
Sessions/
Total
Weeks
Revenue
Water Exercise
6 classes/8 per class
$5.00/cl.
16 weeks
$3,840
6 classes/2 per class
$7.00/cl.
$1,344
Lifeguard Training
1 class/10 per class
$150.00
1 session
$1,500
1 class/5 per class
$180.00
$900
CPR Training
1 class/5 per class
$30.00/Res
1 session
$150
1 class/3 per class
$35.00/NR
$105
Stroke Clinics
l class/5 per class
$20.00/Res
2 sessions
$200
1 class/3 per class
$24.00NR
$144
Misc.
6 classes/5 per class
$5.00/Res
16 weeks
$2,400
6 classes/2 per class
$7.00NR
$1,344
TOTAL
$11,927
Page 61
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Spring & Fall
Swim Lessons
Title
Classes
Fee
Sessions/
Total
Weeks
Revenue
Infant & Preschool
4 classes/3 per class
$50.00/Res.
4 sessions
$2,400
4 classes/1 per class
$60.00 NR
$960
Learn to Swim
6 classes/4 per class
$50.00/Res.
4 sessions
$4,800
6 classes/1 per class
$60.00 NR
$1,440
Private Lessons
4 classes/wk
$15.00/cl.
22 weeks
$1,320
1 class/wk
$18.00/cl.
$396
TOTAL
$11,316
Other
Title
Classes
Fee
Sessions/
Total
Weeks
Revenue
Water Exercise
9 classes/8 per class
$5.00/cl.
22 weeks
$7,920
9 classes/2 per class
$7.00/cl.
$2,772
Jr. Lifeguard
1 class/5 per class
$40.00/Res
1 session
$200
1 class/2 per class
$48.00 HR
$96
Lifeguard Training
1 class/10 per class
$150.00/Res
2 session
$3,000
1 class/5 per class
$180.00 NR
$1,800
CPR Training
1 class/5 per class
$30.00/Res
2 session
$300
1 class/3 per class
$35.00 NR
$210
Stroke Clinics
1 class/5 per class
$20.00/Res
2 sessions
$200
1 class/3 per class
$24.00 NR
$144
Birthday Parties
5 week
$75.00/Res
22 weeks
$8,250
1 week
$90.00 NR
$1,980
Special Events
30 per event
$5.00 Res
3 events
$450
15 per event
$7.00 NR
$315
Misc.
6 classes/5 per class
$5.00/Res
22 weeks
$3,300
6 classes/2 er class
$7.00 NR
$1,848
TOTAL
$32,785
Page 62
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Summer
Swim Lessons (weekday classes meet four days a week for two weeks)
Title
Classes
Fee
Sessions/
Total
Weeks
Revenue
Infant & Preschool
10 classes/3 per class
$50.00/Res
4 sessions
$6,000
10 classes/1 per class
$60.00NR
$2,400
Learn to Swim
16 classes/4 per class
$50.00/Res
4 sessions
$12,800
Mon.-Thurs
16 classes/1 per class
$60.00 NR
$3,840
Private Lessons
7 classes/wk
$15.00/cl.
14 weeks
$1,470
3 classes/wk
$18.00/cl.
$756
TOTAL
$27,266
Other
Title
Classes
Fee
Sessions/
Total
Weeks
Revenue
Water Exercise
12 classes/8 per class
$5.00/cl.
14 weeks
$6,720
12 classes/2 per class
$7.00/cl.
$2,352
Youth Water Polo
1class/15 per class
$60.00/Res
2 sessions
$1,800
1 class/5 per class
$72.00 NR
$720
Jr. Lifeguard
1class/5 per class
$40.00/Res
2 sessions
$200
1 class/2 per class
$48.00 NR
$96
Lifeguard Training
1 class/10 per class
$150.00/Res
1 session
$1,500
1 class/5 er class
$180.00 NR
$900
CPR Training
lclass/5 per class
$30.00/Res
1 session
$150
1 class/3 per class
$35.00 NR
$105
Stroke Clinics
1 class/5 per class
$20.00/Res
6 sessions
$900
1 class/3 per class
$24.00 NR
$432
Birthday Parties
8 week
$75.00/Res
14 weeks
$8,400
2 week
$90.00 NR
$2,520
Special Events
30 per event
$5.00/Res
3 events
$450
15 per event
$7.00/NR
$315
Misc.
6 classes/5 per class
$5.00/Res
14 weeks
$2,100
6 classes/2 per class
$7.00 NR
$1,176
TOTAL
$30,836
Total Aquatics Program Revenue
$115,650
Page 63
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Admission Revenue
Winter Daily Fees (16 weeks)
Category
Daily Fee
# per Day
Revenue
Adult
$4.00
20
$ 80
Youth
$3.00
10
$30
TOTAL
30
$110
DAYS per SEASON
110
Non -Residents 35% x 50% higher fee
$2,118
GRAND TOTAL
$14,218
Spring & Fall Daily Fees (22 weeks)
Category
Daily Fee
# per Day
Revenue
Adult-WkDay
$4.00
30
$120
Youth-Wk Day
$3.00
15
$45
Sub Total
45
$165
DAYS per SEASON
106
TOTAL
$17,490
Adult-WkEnd
$4.00
60
$240
Youth-WkEnd
$3.00
80
$240
Sub Total
140
$480
DAYS per SEASON
44
TOTAL
$21,120
Non -Residents 35% x 50% higher fee
$6,757
GRAND TOTAL
$45,367
Summer Daily Fees (14 weeks)
Category
Daffy Fee
# per Day
Revenue
Adult
$4.00
75
$300
Youth
$3.00
100
$300
TOTAL
175
$600
DAYS per SEASON
95
Non -Residents 35% x 50% higher fee
$9,975
GRAND TOTAL
$66,975
Page 64
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
25 Admissions
Category
25 Admissions
# Sold
Revenue
Adult
$94.00
200
$18,800
Youth
$65.00
250
$16,250
TOTAL
450
$35,505
Non -Residents (20% x 50% higher fee)
$3,505
GRAND TOTAL
$38,555
3 Month Passes
Category
3 Month
# Sold
Revenue
Adult
$120.00
400
$48,000
Youth
$84.00
200
$16,800
TOTAL
600
$64,800
Non -Residents 20% x 35% higher fee
$4,536
GRAND TOTAL
$69,336
Total Admission Revenue
Category
Revenue
Dail
$126,559
25 Admission
$38,555
3 Month
$69,336
GRAND TOTAL
$234,450
Note: These work sheets were used to project possible revenue sources and amounts. These
figures are estimates only, based on very basic market information and should not be considered
as guaranteed absolutes. This information should be utilized as a representative revenue scenario
only and to provide possible revenue target ranges.
Page 65
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Demographic Information and Swimming Participation Statistics
Table A - Service Area Statistics & Comparison
Population Comparison 17:
2000 Census
2009 Estimate
2015 Projection
Cityof Palm Desert
41,155
51,509
59,588
Population Comparison 18 :
2000 Census
2009 Estimate
2014 Projection
Primary Service Area
1 99,304
140,750
164,374
Number of Households Comparison 19:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
19,184
21,775
23,518
Primary Service Area
45,087
62,215
72,061
Number of Families Comparison 20:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
11,405
12,709
13,573
Primary Service Area
28,497
39,393
45,459
Average Household Size Comparison 21:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
2.13
2.15
2.16
Primary Service Area
2.19
2.25
2.27
United States
2.59
1 2.59 1
2.59
17 Riverside Country 2009 Progress Report.
18 U.S. Census Bureau and ESRI.
19 U.S. Census Bureau and ESRI.
20 U.S. Census Bureau and ESRI.
21 U.S. Census Bureau and ESRI.
Page 66
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Map A — City of Palm Desert22
Dinah Shore Or
d
p�
x
36 0
O
m
Frank Sinatra
Q
icho Mirage a
a
ls�.. Eir
y3fli
V
Country Club Or
to
I
Hawley Ln E
Palm Desert
b a.
9
Ave 42nd Avj 42
a
4tth
i1?tk
o IR,
ut
Indian Wells
5oth
Sinaloa5l
'" This map is based upon what was provided in the Riverside County 2009 Progress Report and should reflect most
recent boundaries of the City of Palm Desert.
Page 67
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Population Distribution by Age: Utilizing census information for the City of Palm Desert, the
following comparisons are possible.
Table B — 2009 City of Palm Desert Aee Distribution
(ESRI estimates)
Ages
Population
% of Total
Nat. Population
Difference
-5
2,266
4.4%
7.0%
-2.6%
5-17
4,739
12.0%
17.4%
-5.4%
18-24
4,790
6.5%
9.9%
-3.4%
25-44
11,435
22.2%
26.9%
-4.7%
45-54
5,769
11.2%
14.6%
-3.4%
55-64
6,336
12.3%
11.4%
0.9%
65-74
7,005
13.6%
6.6%
7.0%
75+
9,169
17.8%
6.2%
11.6%
Population: 2009 census estimates in the different age groups in the city.
% of Total: Percentage of the city population in the age group.
National Population: Percentage of the national population in the age group.
Difference: Percentage difference between the city's population and the national population.
Chart A — 2009 City of Palm Desert Aee Group Distribution
30
a
25 4
i
20
t
15
E
10
I
i
5
0
-5 5-17 yrs 18-24 25-44
Page 68
AQUATIC CENTER OPERATIONS STUDY
City of Paint Desert, California
The demographic makeup of the City of Palm Desert, when compared to the characteristics of
the national population, indicates that there are significant differences with a larger population in
the 55-64, 65-74 and 75+ age groups and a smaller population in the -5, 5-17, 18-24, 25-44 and
45-54 age groups. The largest positive variance is in the 75+ age group with +11.6%, while the
greatest negative variance is in the 5-17 age group with -5.4%. These demographic
characteristics would point to a significantly older population made up of seniors and retirees.
Page 69
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Population Distribution Comparison by Age: Utilizing census information from the City of
Palm Desert, the following comparisons are possible.
Table C — 2009 City of Palm Desert Population Estimates
(U.S. Census Information and ESRI)
Ages
2000
Population
2009
Population
2014
Population
Percent
Change
Percent
Change Nat'l
-5
1,849
2,266
2,622
41.8%
14.4%
5-17
5,281
4,739
7,151
35.4%
4.7%
18-24
2,553
4,790
3,873
51.7%
16.2%
25-44
9,323
11,435
13,229
41.9%
0.6%
45-54
5,283
5,769
6,674
26.3%
16.2%
55-64
5,527
6,336
7,329
32.6%
64.3%
65-74
6,023
7,005
8,104
34.6%
41.3%
75+
1 5,316
1 9,169
1 10,607
1 99.5%
1 19.1%
Chart B — City of Palm Desert Population Growth
Table-C, looks at the growth or decline in age group numbers from the 2000 census until the year
2014. It is projected that all of the age categories will see an increase in population. It must be
remembered that the population of the United States as a whole is aging and it is not unusual to
find negative growth numbers in the younger age groups and net gains nearing 45% in the 45
plus age groupings in communities which are relatively stable in their population numbers.
Page 70
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Below is listed the distribution of the population by race and ethnicity for the City of Palm
Desert based on 2009 population estimates.
Table D — City of Palm Desert Hispanic Population and Median AEe
(Source — U.S. Census Bureau and ESRI)
Ethnicity
Total Population
% of Population
Median Age
Hispanic
11,332
22.0%
28.0
Table E — City of Palm Desert Ethnic Population and Median Ate
(Source — U.S. Census Bureau and ESRI)
Ethnicity
Total Population
% of Population
Median Age
White
42,804
83.1 %
58.4
Black
721
1.4%
35.1
American Indian
258
0.5%
42.0
Asian
1,700
3.3%
38.6
Pacific Islander
52
0.1%
30.5
Other
4,327
1 8.4%
26.1
Multiple
1,700
3.3%
28.8
2009 City of Palm Desert Total Population: 51,509 Residents
Chart C — City of Palm Desert Ethnic Population
Page 71
AQUATIC CENTER OPERATIONS STUDY
City ofPain: Desert, California
Map B — Primary Service Area
% tt,
'hedral City
*#ousand Palms mf Ramon Rd Reim wi Rd Pan— Rd
C
36
N4*
Rancho Mirage
2 Country
Club D
t4oAey LIM E
42nd Ave 0 rmuds Dunes
Palm Desert
Fred Waring
Dr
Ave 44th Ave
ris44th
F Amway Dr
1H17;
Indian Wells
45
50#>K v
52nd Ave .5? 5252 52
Page72
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Population Distribution by Age: Utilizing census information for the Primary Service Area, the
following comparisons are possible.
Table F — 2009 Primary Service Area Aim Distribution
(ESRI estimates)
Ages
Population
% of Total
Nat. Population
Difference
-5
6,286
4.6%
7.0%
-2.4%
5-17
15,962
11.2%
17.4%
-6.2%
18-24
7,775
5.6%
9.9%
-4.3%
25-44
24,037
17.0%
26.9%
-9.9%
45-54
16,766
11.9%
14.6%
-2.7%
55-64
22,272
15.8%
11.4%
4.4%
65-74
23,325
16.5%
6.6%
9.9%
75+
24,330
17.3%
6.2%
11.1%
Population: 2009 census estimates in the different age groups in the service area.
% of Total: Percentage of the service area population in the age group.
National Population: Percentage of the national population in the age group.
Difference: Percentage difference between the service area population and the national population.
Chart D — 2009 Primary Service Area AEe Group Distribution
30
25
20
15
10
5
0
-5 5-17 yrs 18-24 25-44 45-54 55-64 65-74 75+
Page 73
AQUATIC CENTER OPERATIONS STUDY
City of'Paln: Desert, California
The demographic makeup of the Primary Service Area, when compared to the characteristics of
the national population, indicates that there are considerable differences with a larger population
in the-55-64, 65-74 and 75+ age groups and a smaller population in the -5, 5-17, 18-24, 25-44
and 45-54 age groups. The largest positive variance is in the 75+ age group with +11.1%, while
the greatest negative variance is in the 25-44 age group with -9.9%. These demographic
characteristics would point to a significantly older population made up of seniors and retirees.
The population characteristics are almost identical to that of the City of Palm Desert proper.
Page 74
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Population Distribution Comparison by Age: Utilizing census information from the Primary
Service Area, the following comparisons are possible.
Table G — 2009 Primary Service Area Population Estimates
(U.S. Census Information and ESRI)
Ages
2000
Population
2009
Population
2014
Population
Percent
Change
Percent
Change Nat'l
-5
4,688
6,286
7,080
51.0%
14.4%
5-17
13,015
15,962
17,529
34.7%
4.7%
18-24
5,262
7,775
8,817
67.6%
16.2%
25-44
21,039
24,037
26,860
27.7%
0.6%
45-54
11,642
16,766
17,455
49.9%
16.2%
55-64
13,451
22,272
26,475
96.8%
64.3%
65-74
16,104
23,325
31,678
96.7%
41.3%
75+
1 14,103
1 24,330
28,482
102.0%
19.1%
Chart E — Primary Service Area Population Growth
year Lut4. it is projectea that all or the age categories will see an increase in population. It must
be remembered that the population of the United States as a whole is aging and it is not unusual
to find negative growth numbers in the younger age groups and net gains nearing 45% in the 45
plus age groupings in communities which are relatively stable in their population numbers.
Page 75
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Below is listed the distribution of the population by race and ethnicity for the Primary Service
Area based on 2009 population estimates.
Table H — Primary Service Area Hispanic Population and Median Ate
(Source — U.S. Census Bureau and ESRI)
Ethnicity
Total Population
% of Population
Median Age
Hispanic
38,342
27.2%
29.1
Table I — Primary Service Area Ethnic Population and Median Aae
(Source — U.S. Census Bureau and ESRI)
Ethnicity
Total Population
% of Population
Median Age
White
112,785
80.1 %
60.0
Black
1,943
1.4%
39.1
American Indian
712
0.5%
38.9
Asian
3,897
2.8%
40.9
Pacific Islander
145
0.1%
32.0
Other
16,568
11.8%
26.4
Multiple
406
3.3%
28.4
2009 Primary Service Area Total Population: 140,750 Residents
Chart F — Primary Service Area Ethnic Population
Page 76
AQUATIC CENTER OPERATIONS STUDY
City ofTalnt Desert, California
Next, the median age and household income levels are compared with the national number. Both
of these factors are primary determiners of participation in swimming. The lower the median
age, the higher the rate of participation. The level of participation also increases as the income
level goes up.
Table J - Median Age:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
48.1
54.1
55.8
Primary Service Area
50.0
54.7
56.8
Nationally
35.3
36.9
37.2
Chart G — Median Age
60 541
50 48.1 50
40 -'35.3 36.9 37.2
30
20
10
0
2000 2009 2014
1-0 Palm Desert ■ Primary ■ National
With the median age in the City of Palm Desert and Primary Service Area being well above the
National number it would indicate an older population. However, it will still be important to
focus on facility components that will address the needs of youth and families while at the same
time having an appeal to an older generation that will undoubtedly be encouraged to use the
facility on a regular basis.
Page 77
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, Calif6m a
Map C - Median Ate by Census Tract
2009 Median Age by Census Tracts
P. 61.E - 71,1
49.9 - 61.3
35.4 - 49.3
i1.4 - 36.3
. [L9 - IT.3
Page 78
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, Califorida
Table K - Median Household Income:
2000 Census
2009 Estimate
2014 Projection
City of Palm Desert
$48,144
$60,345
$62,708
Primary Service Area
$49,001
$60,398
$62,904
Nationally
$42,164
$54,719
$56,938
Chart H — Median Household Income
In the City of Palm Desert the percentage of households with median income over $50,000 per
year is 58.6% compared to 54.6% on a national level. Furthermore, the percentage of the
households in the city with median income less than $25,000 per year is 16.6% compared to a
level of 21.0% nationally.
In the Primary Service Area the percentage of households with median income over $50,000 per
year is 58.9% compared to 54.6% on a national level. Furthermore, the percentage of the
households in the Primary Service Area with median income less than $25,000 per year is 16.3%
compared to a level of 21.0% nationally.
These statistics indicate that there probably is a higher level of discretionary income for
recreational purposes, but this must be balanced with the cost of living in the area.
Page 79
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
May D - Median Household Income by Census Tract
2009 Median HH Income by Census Tracts
R $59,747 - S8£.,649
A. 549,428 - S59,746
S43,320 - S49,427
$34,905 - $41, 319
$Z4,009 - $34,907
Page 80
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
In addition to taking a look at Median Age and Median Income, it is important to examine
Household Budget Expenditures. In particular looking at housing information; shelter, utilities,
fuel and public services along with entertainment & recreation can provide a snap shot into the
cost of living and spending patterns in the services areas. The table below looks at that
information and compares the Primary Service Area to the State of California.
Table L - Household Budget Expenditures23
Primary Service Area
SPI
Average Amount Spent
Percent
Housing
119
$24,048.00
29.7%
Shelter
119
$18, 548.81
22.9%
Utilities, Fuel, Public Service
122
$5,499.19
6.8%
Entertainment & Recreation
121
$3,913.64
4.8%
California
SPI
Average Amount Spent
Percent
Housing
122
$24,547.06
31.0%
Shelter
126
$19, 630.27
24.8%
Utilities, Fuel, Public Service
109
$4,916.79
6.2%
Entertainment & Recreation
117
$3,784.85
4.8%
SPI:
Average Amount Spent:
Percent:
Spending Potential Index as compared to the National number of 100.
The average amount spent per household.
Percent of the total 100% of household expenditures. Note: Shelter along with
Utilities, Fuel, Public Service are a portion of the Housing percentage.
23 Consumer Spending data are derived from the 2004 and 2005 Consumer Expenditure Surveys, Bureau of Labor
Statistics. ESRI forecasts for 2008 and 2013.
Page 81.
AQUATIC CENTER OPERATIONS STUDY
City of 'Palm Desert, California
Chart I — Household Budget Expenditures Spending Potential Index
Looking at the Median Household Income, it is above the national level, and when examining
the Household Budget Expenditures it would indicate that the cost of living in the primary
service area is comparable to the State of California and the National Spending Potential Index
(SPI) Number of 100. Additionally, it would appear that the Spending Potential Index (SPI) for
Entertainment & Recreation in the primary service area is higher than the State of California and
the National Spending Potential Index of 100.
It will be important to keep this information in mind when developing fee structure and looking
at an appropriate cost recovery philosophy.
Page 82
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Table M - Service Area Comparison Chart24
Cky of Palm Desert
Primstry Service Area
Population:
2000
41,155
99,304
2009
51,509
140,750
2014 15
59,588
165,374
Households:
2000
19,184
45,087
2009
21,775
62,215
2014
23,518
72,061
Families:
2000
11,405
28,497
2009
12,709
39,393
2014
13,573
45,459
Average Household Size:
2000
2.13
2.19
2009
2.15
2.25
2014
2.16
2.27
Ethnicity:
Hispanic
22.0%
27.2%
White
83.1 %
80.1 %
Black
1.4%
1.4%
American Indian
0.5%
0.5%
Asian
3.3%
2.8%
Pacific Islander
0.1%
0.1%
Other
8.4%
11.8%
Multiple
3.3%
3.3%
Median Age:
2000
48.1
50.0
2009
54.1
54.7
2014
55.8
56.8
Median Income:
2000
$48,144
$49,001
2009
$60,345
$60,398
2014
$62,708
$62,904
Household Budget Expenditures:
Housing
29.6%
29.7%
Entertainment & Recreation
4.9%
4.8%
24 Sources of information are; US Census, ESRI and Riverside County 2009 Progress Report.
Page 83
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Recreation Activities Participation
On an annual basis the National Sporting Goods Association (NSGA) conducts an in-depth study
and survey of how Americans spend their leisure time. This information provides the data
necessary to overlay rate of participation in swimming onto the Primary Service Area to
determine market potential.
Comparison With National Statistics: Utilizing information from the National Sporting Goods
Association and comparing them with the demographics from the Primary Service Area, the
following participation projections can be made (statistics were compared based on age,
household income, regional population and national population).
Table N — Swimmine Participation Rates
Activity
Ate
Income
Region
Nation
Avera e
Swimming
18.9%
26.3%
23.7%
23.7%
23.1%
Age (median): Participation based on individuals ages 7 & Up of the Primary Service Area.
Income: Participation based on the 2009 estimated median household income in the Primary
Service Area.
Region: Participation based on regional statistics (Pacific).
National: Participation based on national statistics.
Average: Average of the four columns.
Page 84
AQUATIC CENTER OPERATIONS STUDY
City of Paler Desert, California
Anticipated Participation Numbers by Activity: Utilizing the average percentage from Table-
N above plus the 2000 census information and census estimates for 2009 and 2014 (over age 7)
the following comparisons can be made.
Table O — Swimming Participation Rates
Activity
Average
2000 Part.
2009 Part.
2014 Part.
Difference
Swimming
23.1%
21,402
30,548
35,755
14,353
Note: The estimated participation numbers indicated above are for swimming as a whole and do
not necessarily translate into expected attendance figures at a Palm Desert aquatic center since
many participants utilize other facilities for these activities and may participate in more than one
activity at a time. However, these figures do indicate the total number of people participating in
various activities within the Primary Service Area.
Anticipated Number of Times Participating Per Year: By taking the number of annual
participants from Table-O, times the average number of times swum per year (from 2008 NSGA
standards) will equal the total number of estimated uses per year.
Table P — Annual Number of Swimmer Days
Aver:aje=
2000 Uses
2009 Uses
2014 Uses
% Chan e
Swimming
40.54
867,367
1,238,415
1,449,508
+67.1%
Average: The average number of times (by region, income, sex and nation) a person will swim in a year.
This table indicates that there is a high number of annual "swimmer days" (a swimmer day is
calculated as one individual swimming one day) from which to capture a sizable market share. It
also must be remembered that many of these "swimmer days" are being satisfied by existing
aquatic facilities. If a Palm Desert aquatic center were able to capture as few as 10% of the 2009
participants it would translate into 123,842 swimmer days. Drawing users from beyond the
Primary Service Area could add additional swimmer days to the facility.
Page 85
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Participation Correlation: Utilizing information provided by the National Sporting Goods
Association's 2008 survey, the following correlation between people who participate in
swimming and other recreational activities is possible.
Table O — Participation Correlation
Activity
% of Swimmers
% of Activity Participation
Aerobic
21.4%
37.5%
Basketball
23.5%
50.2%
Exercise Walking
48.9%
32.1 %
Exercise w/ Equipment
36.2%
36.5%
Running/JoggingRunning/Jogging
24.2%
42.8%
Weightlifting
21.7%
36.7%
Percent of Swimmers: The percentage of swimmers who would participate in the given activity.
% of Activity Part.: The percentage of the listed activity participants who would also participate in swimming.
These correlation statistics indicate the strong relationship between those people who participate
in aquatics and other activities.
Participation by Ethnicity and Race: Participation in sports activities is also tracked by
ethnicity and race. The table below compares the overall rate of participation nationally with the
rate for Hispanics and African Americans. Utilizing information provided by the National
Sporting Goods Association's 2008 survey, the following comparisons are possible.
Table R — Comparison of National, African American and Hispanic Participation Rates
Primary
National
African
Hispanic
Service
Participation
American
Participation
Participation
Participation
Swimming
23.1 %
23.7%
12.9%
22.2%
Primary Service Part: The unique participation percentage developed for the Primary Service Area.
National Rate: The national percentage of individuals who participate in the given activity.
African American Rate: The percentage of African Americans who participate in the given activity.
Hispanic Rate: The percentage of Hispanics who participate in the given activity.
Based on the fact that there is a significant Hispanic population in the Primary Service Area the
overall rate of participation could be affected.
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AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Summary of Sports Participation: The following chart summarizes participation in various
sports and leisure activities utilizing information from the 2008 National Sporting Goods
Association survey.
Table S — Snorts Participation Summary
Sport
Nat'l
Rank
25
Nat'l Participation
(in millions)
Primary
Service
Rank
Primary Service
Area %
Participation
Exercise Walking
1
96.6
1
37.4%
Swimming
2
63.5
3
23.1 %
Exercising w/ Equipment
3
63.0
2
24.1 %
Work -Out at Club
8
39.3
4
15.2%
Weight Lifting
10
37.5
6
13.8%
Aerobic Exercising
11
36.2
5
14.1%
Running/Jogging
12
35.9
7
13.3%
Basketball
14
29.7
8
10.1 %
Soccer
20
15.5
10
5.4%
Baseball
21
15.2
9
5.8%
Softball
23
12.8
12
4.6%
Tennis
24
12.6
11
5.3%
Volleyball
25
12.2
14
4.0%
Skateboarding
30
9.8
12
3.6%
Nat'l Rank: Popularity of sport based on national survey.
Nat'l Participation: Percent of population that participate in this sport on national survey.
Primary Service %: Ranking of activities based upon average rates of participation in the service area.
Primary Service Rank: The rank of the activity within the service area
It is important to note that swimming is the second most popular sports activity nationally and
the third in the Primary Service Area. This creates a very strong market for an aquatic center in
Palm Desert.
2' This rank is based upon the 41 activities reported on by NSGA in their 2008 survey instrument.
Page 87
AQUATIC CENTER OPERATIONS STUDY
City of Palnt Desert, California
Comparison of State Statistics with National Statistics: Utilizing information from the
National Sporting Goods Association, the following charts illustrate the participation numbers in
selected sports in the State of California.
State of California participation numbers in selected indoor and outdoor sports - As
reported by the National Sporting Goods Association in 2008.
Table T — California Participation Rates
Sport
California Participation
in thousands
Age Group
Largest Number
Exercise Walking
11,957
45-54
45-54
Swimming
7,360
7-11
35-44
Exercising w/ Equipment
8,034
25-34
25-34
Work -Out at Club
4,551
25-34
25-34
Weight Lifting
5,268
25-34
25-34
Aerobic Exercising
5,289
18-24
25-34
Running/Jogging
5,516
25-34
25-34
Basketball
3,088
12-17
12-17
Soccer
1,867
7-11
7-11
Baseball
2,161
7-11
7-11
Softball
1,710
7-11
25-34
Tennis
2,416
12-17
12-17
Volleyball
1,525
12-17
12-17
Skateboarding
1,528
12-17
25-34
California Participation: The number of people (in thousands) in California who participated more than once in
the activity in 2008 and are at least 7 years of age.
Age Group: The age group in which the sport is most popular or in other words, where the highest
percentage of the age group participates in the activity. (Example: The highest percent of
an age group that participates in exercise walking is 55-64.) This is a national statistic.
Largest Number: The age group with the highest number of participants. Example: The greatest number of
exercise walkers is in the 45-54 age group. (Note: This statistic is driven more by the
sheer number of people in the age group than by the popularity of the sport in the age
span.) This is a national statistic.
Page 88
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
California sport percentage of participation compared with the population percentage of
the United States:
California's population represents 12.1 % of the population of the United States (based on 2009
estimates from ESRI and the Census Bureau).
Table U — California Participation Correlation
Sport
Participation
Percentages
Tennis
19.1 %
Skateboarding
15.6%
Running/Jogging
15.4%
Aerobic Exercising
14.6%
Baseball
14.2%
Weight Lifting
14.0%
Softball
13.3%
Exercising w/ Equipment
12.8%
Volleyball
12.5%
Exercise Walking
12.4%
Soccer
12.1 %
Swimming
11.6%
Work -Out at Club
11.6%
Basketball
10.4%
Note: Sports participation percentages refer to the total percent of the national population that
participates in a sport that comes from the State of California's population. The fact that the rate
of participation is slightly lower in swimming than the percentage of the population indicates a
possible lower rate of use of an aquatic center when using overall state numbers.
Page 89
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
Recreation Expenditures Spending Potential Index: In addition to participation in recreation
activities, ESRI also measures recreation expenditures in a number of different areas and then
indexes this against national numbers. The following comparisons are possible.
Table V — Recreation Expenditures Spending Potential Index
Primary Service Area
SPI
Average Spent
Fees for Participant Sports
136
$150.71
Fees for Recreational Lessons
102
$133.37
Social, Recreation, Club Membership
137
$234.58
Exercise Equipment/Game Tables
78
$78.00
Other Sports Equipment
104
$11.39
State of California
SPI
Average Spent
Fees for Participant Sports
121
$134.32
Fees for Recreational Lessons
127
$165.48
Social, Recreation, Club Membership
120
$204.78
Exercise Equipment/Game Tables
85
$84.54
Other Sports Equipment
120
$13.09
Average Amount Spent: The average amount spent for the service or item in a year.
SPI: Spending potential index as compared to the national number of 100.
Page 90
AQUATIC CENTER OPERATIONS STUDY
City of'Palm Desert, California
Chart J — Recreation Spending Potential Index
160
136 137
1 121 127 120 120
120
100 102 100 100 100 104 100
100
80 78
60
40
20
p
Fees for Participant Fees for Recreational Social, Recreation, Exercise Other Sports
Sports Lessons Club Membership Equipment/Game Equipment
Tables
The SPI index indicates that in all areas the rate of spending is higher than the state average and
the National Spending Potential Index (SPI) of 100. This information is very important when
determining a price point for activities and cost recovery philosophy.
It is also important to note that these dollars are currently being spent, so the identification of
alternative service providers and the ability of another facility to capture a portion of these
dollars will be important.
Page 91
AQUATIC CENTER OPERATIONS STUDY
City of Palm Desert, California
May E - Entertainment/Recreation Total Dollars Spent by Census Tract
Entertainment/Recreation:Tot by Census Tracts
59,556,667 - 01 329,50C
S5.363,055 - S0366,666
54,383,579 - $5,363,054
s3.:7o,751 $4,383,518
51.:24,397 - $3,170,750
Page 92
CITY OF PALM DESERT
PUBLIC WORKS DEPARTMENT
INTEROFFICE MEMORANDUM
To: Mayor and City Councilmembers
r� d
From: John M. Wohlmuth, City Manage/It'
Date: February 9, 2011
Subject: Revisions to the City Council Agenda New Business Item "F"
(Contract with YMCA for Operations of Palm Desert Aquatic Center).
Recommendation
Staff's recommendation is to approve the Management and Operations Agreement with
the amended program budget labeled Exhibit "B", and subject to review and approval of
the Insurance section of the agreement by the City Attorney and Risk Manager.
nicruccinn
Attached is a revised Exhibit B to the draft Management and Operations Agreement
with the Family YMCA of the Desert (YMCA). Proposed changes to the agreement
relate to Exhibit "B" (Draft Operations Budget) and the Insurance section of the
agreement. The YMCA has proposed an increase in the year one Management Fee
from $120,000 to $150,000 for the Fiscal Year beginning July 1, 2011. The
Management Fee encompasses two major components:
1. Indirect Costs: $60,000 of the proposed $150,000 Management Fee line item
is related to indirect costs associated with the initial management of the
Aquatic Center. These costs cover a percentage of the YMCA's existing
overhead for their staff who will work on the Aquatic Center (i.e. Human
Resources, Finance, CEO, etc.). The YMCA indicated that the $60,000 in
year one is necessary due to the high amount of involvement that key staff
members will have during the first year of operations. The YMCA has agreed
that this is a not -to -exceed amount and will bill the City accordingly for the
services (not to exceed $5,000 per month). It is possible that we may not
spend the entire amount, and it is also possible that the YMCA may exceed
this amount, which would not be reimbursable.
Negotiations for any possible extensions of the contract will reflect the fact
that indirect costs will be lower in subsequent years.
Mayor and City Councilmembers
February 9, 2011
Page 2
2. Profit/Program Contribution: $90,000 of the proposed Management Fee is
the profit component of the contract. Every cost associated with the Aquatic
Center is directly billed and paid for by the City with exception of the
Management Fee. The YMCA has stated that these monies are used to
cover unknown costs such as costs for special events (i.e. grand opening,
guest speakers, etc.). Any monies remaining will roll directly back to the
YMCA allowing them to expand existing programming and services.
Staff's proposed change to the original documents provided in the City Council agenda
packets results in a net increase of $30,000. The YMCA feels strongly that the first year
of operations will result in many long work days to provide an end product that both the
City and YMCA can be proud of. Staff believes the change is warranted for year one
only. Any contract extension will require negotiation, and staff will look for the total
management fee to be reduced to $120,000 (roughly 10% of operating expenses) in
Fiscal Year 2012-2013. Although Indirect Costs are increasing, a reduction in the
amount of the Profit/Program Contribution was negotiated from $107,400 to $90,000.
The insurance section of the agreement is crucial to this project due to the nature of
risks associated with running an Aquatic Center. The City's Risk Manager and City
Attorney are working towards coverage that protects the City from possible exposures.
Staff and YMCA have agreed upon coverage amounts and are working on drafting the
final language that protects all parties.
Attachment
/bl
cc: Mark Greenwood, P.E., Director of Public Works
Paul S. Gibson, Director of Finance
David Erwin, City Attorney
Gary Rosenblum, Risk Manager
Ryan Stendell, Senior Management Analyst
Approved the recommendation with the
Amended Program Budget figures for the
Annual Management and Operation Services
as outlined in Exhibit B and appropriate
said funds. 5-0
CITY COUNCIL ACTION
APPROVED ✓ �`` DENTED
RECEIVED OTHER
MEETI G D TE
AYES: brAe 702yLrJU
NOES: 0)
ABSENT:
A13STAIN:
VEIZIFIEI) BY:(72 m
Original on File with City crk's Office
EXHIBIT "B"
DRAFT PALM DESERT AQUATIC CENTER PROGRAM BUDGET
Palm Desert 2011-2012
I G/L Numbers I Description I One Year Projection YMCA I City Paid Directly
Fees
Daily Admissions
Three Month Passes
One Year Passes
Corporate/Group
Rental Income
Program Income
Aquatics
Contract
Other
Resale Items
Umbrella Rentals
Special Event Income
Concession Income
Vending Income
TOTAL REVENUE
PAYROLL
Personnel
Swim Instructors
Food & Beverage Salaries
Marketing/P.R. Salaries
Facility Maintenance
TOTAL PAYROLL
OTHER EXPENSES
Advertising/P.R.
Bank Charges
Contract Service
Dues
Electricity
Food/Vending/Concessions
Gas
Insurance Expense
Janitorial Expense
M&R Supplies
Miscellaneous/Other Expense
Office Supplies
Pool Chemical Expense
Postage Expense
Printing Expense
Program Supplies
Rental Equipment
Retail Items
Telephone
Training/Conference Expense
Trash Expense
Uniform Expense
126,840.00
47,000.00
57,750.00
20,000.00
72,125.00
125,520.00
1,000.00
7,500.00
20,000.00
5,000.00
53,000.00
5,000.00
540,735.00
667,034.00
667,034.00
13,250.00
3,200.00
0.00
500.00
0.00
25,000.00
0.00
30,000.00
18,650.00
1,500.00
7,100.00
4,250.00
0.00
3,000.00
7,000.00
4,300.00
1,000.00
5,000.00
3,000.00
5,000.00
0.00
2,480.00
0.00
0.00
100,000.00
130,000.00
38,000.00
90,000.00
10,000.00
Management Fee
Indirect Admin Costs 60,000.00
Profit [Program Contribution 90,000.00
TOTAL EXPENSES: 951,264.00 368,000.00
NET INCOME/(LOSS) (410,529.00) (368,000.00)
Total Operations Expenditures: 1,319,264.00
Effective Recovery Rate: 41 %