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2021/09/08 - Special Meeting Workshop Packet
Roll Call: Mayor Michael Mayor Pro Tem Kennedy Council Members Hutchison, Scott and Spagnolo AMENDED AGENDA (Amended on: 9/7/21 11:00 AM: Meeting location changed to Council Chambers) CITY OF RANCHO CUCAMONGA SPECIAL MEETING WORKSHOP CITY COUNCIL/FIRE PROTECTION DISTRICT AGENDA September 8, 2021 – 2:00 PM Council Chambers 10500 Civic Center Drive Rancho Cucamonga, CA 91730 A. CALL TO ORDER Pledge of Allegiance B. PUBLIC COMMMUNICATIONS This is the time and place for the general public to address the City Council on any item listed on the agenda. State law prohibits the City Council from addressing any issue not previously included on the Agenda. The City Council may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual or less, as deemed necessary by the Mayor, depending upon the number of individuals desiring to speak. C. ITEMS FOR DISCUSSION C1.Review and Discussion of Adaptive Reuse and Development Proposals for the Regina Winery Site. (CITY) D. ADJOURNMENT CERTIFICATION I, Linda A. Troyan, MMC, City Clerk Services Director of the City of Rancho Cucamonga, or my designee, hereby certify under penalty of perjury that a true, accurate copy of the foregoing agenda was posted on at least twentyfour (24) hours prior to the meeting per Government Code 54954.2 at City Hall: 10500 Civic Center Drive, Rancho Cucamonga, California; and on the City's website. LINDA A. TROYAN, MMC CITY CLERK SERVICES DIRECTOR If you need special assistance or accommodations to participate in this meeting, please contact the City Clerk's office at (909) 4772700. Notification of 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility. Listening devices are available for the hearing impaired. CITY COUNCIL VISION STATEMENT “Our Vision is to build on our success as a world class community,to create an equitable,sustainable,and vibrant city,rich in opportunity for all to thrive.” Page 1 DATE:September 8, 2021 TO:Mayor and Members of the City Council FROM:John R. Gillison, City Manager INITIATED BY:Lori Sassoon, Deputy City Manager David Eoff, Senior Planner SUBJECT:Review and Discussion of Adaptive Reuse and Development Proposals for the Regina Winery Site. (CITY) RECOMMENDATION: It is recommended that the City Council review, discuss and consider the proposals presented by the three finalists in the RFP process, including any additional information or questions relevant to a determination of next steps in the process. BACKGROUND: The Regina Winery is located at 12467 Base Line Road, just west of Day Creek Boulevard. This site is within close proximity to the I-210 Freeway to the north, and the I-15 Freeway to the east, and the Victoria Gardens outdoor regional shopping destination to the south. The roughly 14.2 acre Regina Winery property includes several buildings and the surrounding undeveloped parcels. The Winery property currently has a land use designation of mixed use. This historic name of this property was the Ellena Brothers Winery/Regina Grape Product Co. The winery is one of five wineries surviving out of some 60 such operations which once dominated the physical, economic, and cultural livelihood of the Cucamonga Valley. Winery co-founder John B. Ellena focused his efforts after 1949 on producing wine vinegar almost exclusively and the Regina Grape Products Co. (as it was known by 1959) was the nation’s leading producer of wine vinegar. In 1968, the state’s first restaurant on a winery site was opened. Sold to Heublein and later to Del Monte and its successors, the winery continued to produce wine vinegar and other products until 1992. The property was purchased in 1993 by the City’s Redevelopment Agency. Soon after, the winery was leased to the Filippi family and began operations as the Joseph Filippi Winery and Vineyards. Since that time, the Filippis have worked to revitalize the old vineyards, plant new vines, and operate the winery at the location pursuant to the lease. Since 1922, the Filippi family had grown grapes and made wine in the Cucamonga Valley at other locations in the area. In 1995, the federal government established the Cucamonga Valley as an approved viticulture area. The new law enabled wineries use of the words “Cucamonga Valley” on their wine labels for wines that use at least 85% Cucamonga grapes. Page 2 Page 2 9 4 6 While the winery function existed prior to 1949, its primary significance dates to the period 1949- 1971, when the facility produced a national brand of wine vinegar under the Regina label and the winery itself became a popular destination point for tourists. The 1949-1971 period of significance does not meet the National Register’s 50-year requirement and the property does not meet the criteria of exceptional importance. In 2020, staff was approached by Joseph Filippi regarding his interest in selling the Joseph Filippi Winery business. Mr. Filippi brought a potential buyer and conceptual development proposal to the City for consideration. While agreement was not reached regarding that proposal, the parties did agree to move forward with an RFP process to seek a potential development partner. For many years the site has been under-utilized and contributed little more than historical memories towards the community’s future. Importantly, with approximately 80 years remaining on the existing lease between the City and the J Filippi Vintage Company, any future adaptive reuse and development ultimately requires the consent and agreement of both the City as property owner and Joseph Filippi on behalf of the Filippi Winery. In early 2021, the City released an RFP to identify a preferred development partner who would work with the City to see the City’s winery property reused as a resort-inspired, winery-centric destination, with a mix of hospitality, dining and drinking, open space, and hospitality-integrated residential uses, serving both the Rancho Cucamonga community and the entire region. A copy of the RFP is attached (Attachment 1). It is expected that the selected partner will, prior to any agreement with the City, reach mutually acceptable terms with Joseph Filippi to acquire the J Filippi Vintage Company, which holds the lease to the property. For various reasons, it was determined that the City will retain ultimate ownership of the property and approve the lease assignment to the selected partner, contingent upon all the parties reaching agreement as to terms. Five (5) proposals were received in response to the RFP. A review committee of staff narrowed the field to the three (3) highest ranked proposals for consideration. ANALYSIS: The purpose of this workshop is to have each of the three proposers present their concepts to the City Council for consideration. Each proposer will have twenty minutes, followed by questions from the City Council. The results of the recent community engagement initiative will also be presented. Following the presentations, it is recommended that the Council discuss the proposals and provide feedback including any concerns, questions or additional information which would facilitate the process. At a subsequent City Council session, the fiscal feasibility and fiscal impact analyses being prepared by Keyser Marston and Associates will be considered by the City Council. At that time, and after further discussion, the Council may rank the proposers in order of preference, considering all the various factors including overall project vision, fiscal impact, feasibility, financial strength, prior experience, and community input. The highest ranking proposer will be asked to work with Joseph Filippi to reach terms on the acquisition of the J Filippi Vintage Company prior to any further negotiations with the City. That process is expected to take 30-60 days, resulting in a written confirmation of the parties having reached terms. On a parallel track, staff will work on drafting the terms of an Exclusive Negotiating Agreement (ENA) with the partner and conduct a detailed review of the partner’s financial qualifications. If both parallel tracks come together, the City will work with the developer to bring Page 3 Page 3 9 4 6 forward for consideration final approval of an ENA in late 2021 or early 2022. During the ENA period, the selected developer would execute the purchase of the J Filippi Vintage Company and complete the entitlement process, including environmental review, for the proposed project on the site. This term may take 12-18 months. Assuming approval, project construction would not likely begin before sometime in late 2023. It should be noted that any project on this site is contingent not only on the City reaching terms with a development partner, but that partner also first reaching terms with Joseph Filippi as the owner of the J Filippi Vintage Company and holder of the land lease. All three parties (City, Filippi, and development partner) will need to reach an acceptable agreement. While some stakeholders may favor certain proposals over others, if those proposals are not favorable to the interests of all the parties, they may not be viable. A successful project will balance the City’s interests as the property owner, Mr. Filippi’s interests as the leaseholder, the developer’s need for a quality project and return on investment, and the needs and desires of the community. FISCAL IMPACT: Results of the feasibility and fiscal impact analysis are being finalized as of this writing, and will be presented to the Council at a subsequent City Council session. COUNCIL MISSION / VISION / GOAL(S) ADDRESSED: Consideration of this item is in keeping with the Council’s vision of building an equitable, sustainable, and vibrant city, rich in opportunity for all to thrive, by potentially creating a new hub that becomes a destination for the entire region and an enhanced source of pride for Rancho Cucamonga. It also supports the core value of intentionally embracing and anticipating the future, and actively seeking and respectfully considering all public input. ATTACHMENTS: Attachment 1 – Winery RFP Attachment 2 – Cooper’s Row proposal Attachment 3 - Cooper’s Row Part 2 Attachment 4 – CORE proposal Attachment 5 – Zhang/Temecula Valley Winery Management proposal Page 4 THE CITY OF RANCHO CUCAMONGA REQUEST PROPOSALS FOR A partner to facilitate the Regina Winery Reuse Project 12467 Base Line Road Rancho Cucamonga UPDATED PROPOSAL DUE DATE: Thursday, June 3, 2021 at 5:00 pm Electronic submissions only please To participate in this process, registration is mandatory. UPDATED REGISTRATION DEADLINE: Thursday, March 25, 2021 at 5:00 pm Email Lori.Sassoon@CityofRC.us to register your interest. Registrations will be confirmed via email within one business day. Only registered participants will be scheduled to tour the winery. DIRECT QUESTIONS TO: Lori Sassoon, Deputy City Manager Lori.Sassoon@CityofRC.us 909-774-2400 David Eoff, Senior Planner David.Eoff@CityofRC.us 909-774-4312 Attachment 1 Page 5 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 2 The goal of this RFP is to identify a preferred development partner who will work with the City to see the City’s winery property reused as a resort-inspired, winery-centric destination. The City’s vision for this property is that it should be a destination for both the Rancho Cucamonga community and the entire region. I. Background The City of Rancho Cucamonga is seeking to partner with a qualified entity to redevelop the historic Regina Winery located in Rancho Cucamonga, California. The goal of this Request for Proposals (RFP) is to identify and select a partner who will implement the City’s vision for the 14.2 acre property as a winery- related, resort-inspired destination with a mix of hospitality, dining and drinking, open space, and hospitality- integrated residential uses. About the City of Rancho Cucamonga Nestled at the foothills of the San Bernardino National Forest, Rancho Cucamonga is an upscale, growing city of approximately 177,000, known for its high-quality neighborhoods, beautiful parks, diverse and unique eating and entertainment experiences, and a thriving economic base. Rancho Cucamonga is positioned centrally in between Palm Springs and Los Angeles, providing the perfect jumping off point for activities in the mountains, area theme parks, Orange County beaches, and the desert resorts. We are known for business-friendly policies, smart design, innovative and creative governance, and our community focus. Since its beginning, Rancho Cucamonga has pursued the ideal of creating a world-class community. With each decade and each generation, our ideas as to what makes a world-class community have morphed and evolved, but they have long been grounded in the concepts of excellence, opportunity, and providing a high quality of life. This December 2020 photo shows the current winery and its surrounding undeveloped land and vineyards, looking northwest. Page 6 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 3 In this context the City has established the following vision statement that is designed to be the foundation the City stands on : “Build on our success as a world-class community, to create a balanced, vibrant, and innovative city, rich in opportunity for all to thrive”. Through this vision statement the City envisions a community that is balanced, with a wide variety of housing, recreation, entertainment, and employment to serve the needs and preferences of the community; a vibrant community that is active, interesting and exciting; a city in which people and businesses can continuously innovate and evolve, leading the region in advancements in business, technology, entertainment, and quality of life; and a city that is abundant in opportunity for anyone and everyone to have a happy, healthy, and flourishing life. Some of our recent accolades: • 2020 All America City (designated by the National Civic League) • 2020 Red Tape to Red Carpet awards from the Inland Empire Economic Partnership in the categories of Real Estate Redevelopment and Reuse (Haven City Market) and Cooperation Among Agencies (Etiwanda Heights Neighborhood and Conservation Plan) • 2019 Helen Putnam Award of Excellence in the category of Enhancing Public Trust, Ethics, and Community Involvement • LEED for Cities Silver Certification • 2020 Richard H. Driehaus Form-Based Code Award for the Etiwanda Heights Neighborhood and Conservation Plan • Digital Cities Survey Award, ranked 7th among cities of same size Further information about the City, as well as demographic, economic, and locational data regarding the site, is attached to this RFP as Appendix A. The winery site looking to the east. The property is bordered on the west by a shopping center anchored by Sprouts Market. Page 7 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 4 A brief video showing the winery site context is also available for viewing at: https://vimeo.com/490946382/16602e8562 The Rancho Cucamonga City Organization Rancho Cucamonga is a general law City operating under the Council-Manager form of government. The Mayor is directly elected by the voters at large, and the four City Council members are elected by district. Together, the City Council appoints the City Manager, who is responsible for the strategic direction and day-to-day operations of the overall City organization. The City Manager leads a full-time staff of 500 employees and a part time staff of approximately 100 and manages a total City annual budget of roughly $250 million. Rancho Cucamonga provides services through a mix of contracts and in-house staff, including its award-winning libraries, parks, recreation services, public works, development services, and administrative services. Police services are provided by contract through the San Bernardino County Sheriff’s Department. Fire services are provided through the Rancho Cucamonga Fire Protection District, a subsidiary special district with the City Council serving as the Fire Board. About the Winery The Regina Winery is located at 12467 Base Line Road, just west of Day Creek Boulevard. This site is within close proximity to the I-210 Freeway to the north, and the I-15 Freeway to the east, and the Victoria Gardens outdoor regional shopping destination to the south. The image below shows the existing J Filippi Winery buildings; the entire roughly 14.2 acre Regina Winery property includes these buildings and the surrounding undeveloped parcels shown in the image. This historic name of this property was the Ellena Brothers Winery/Regina Grape Product Co. The winery is one of five wineries surviving out of some 60 such operations which once dominated the physical, economic and cultural livelihood of the Cucamonga Valley. Winery co-founder John B. Ellena focused his efforts after 1949 on producing wine vinegar almost exclusively, and the Regina Grape Products Co. (as it was known by 1959) was the nation’s leading producer of wine vinegar. Along with the nationwide distribution of wine vinegar, the winery Page 8 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 5 itself took on the flavor of a destination theme park, with daily self-guided tours, an annual grape festival, and resident miniature horses imported from Argentina. In 1968, the state’s first restaurant on a winery site was opened. Sold to Heublein and later to Del Monte and its successors, the winery continued to produce wine vinegar and other products until 1992. The property was purchased in 1993 by the City’s Redevelopment Agency. Soon after, the winery was leased to the Filippi family and began operations as the Joseph Filippi Winery and Vineyards. Since that time, the Filippis have worked to revitalize the old vineyards, plant new vines, and operate the winery at the location pursuant to the lease. Since 1922, the Filippi family had grown grapes and made wine in the Cucamonga Valley at other locations in the area. In 1995, the federal government established the Cucamonga Valley as an approved viticulture area. The new law enabled wineries use of the words “Cucamonga Valley” on their wine labels for wines that use at least 85% Cucamonga grapes. While the winery function existed prior to 1949, its primary significance dates to the period 1949-1971, when the facility produced a national brand of wine vinegar under the Regina label and the winery itself became a popular destination point for tourists. The 1949-1971 period of significance does not meet the National Register’s 50-year requirement and the property does not meet the criteria of exceptional importance. The Winery property currently has a land use designation of mixed use. Intent and Scope of Work The goal of this RFP is to identify a preferred development partner who will work with the City to see the winery property reused as a resort-inspired, winery-centric destination. The City’s vision for this property is that it should be a destination for both the Rancho Cucamonga community and the entire region. The ultimate use should respect and communicate the heritage of the site; Figure 1 Inside the barrel room. These barrels have been restored by the J Filippi Winery and are among the interesting features of the winery that might be kept and reused in future development. Figure 2 - In this 1966 photo, Jack Benny visits the Regina Winery. Page 9 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 6 while the winery buildings do not need to be retained, the future design must include cues from the original winery operations, incorporate elements from the winery site, and utilize winery related architecture. The use must also connect to the surrounding community and respect the adjacent neighborhoods. The City expects that uses might include boutique hotel, restaurant, wine tasting, wine making, hospitality-integrated residential, special event, and retail uses. The City envisions that winery-related business operations will be part of the program. Wine production does not need to continue on site, but an experienced vintner will need to be brought to the project. A future operator will need to acquire the current Filippi Winery business, which holds the ground lease to the property, as part of this project. The current owner, Joseph Filippi, is interested in selling the business and is aware of the City’s RFP process. The City has received a letter of intent from Filippi Winery expressing its intent to sell the business in collaboration with the City. After the sale, Mr. Filippi may be interested in some level of involvement with the selected partner, but his involvement is not a requirement of this RFP. Filippi Winery contact information is included in Appendix A, and proposers are encouraged to reach out directly to the current winery. As an example of what a desired use might look like, the City team has been inspired by the design and program of Napa’s Carneros Inn. We also view Riverside’s Mission Inn as an inspiration for creating a reputation of excellence and regional significance as a destination. This RFP seeks to give proposers the flexibility and creativity to submit proposals that will be viable and successful from the development perspective while executing the City’s vision. However, the City is generally interested in the following key points in the approach to the project: Figure 3 Current winery building entrance, looking north to Base Line Road and the mountains Figure 4 Some of the current winery's vineyards and outdoor spaces for gathering Page 10 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 7 • The Filippi Wine Company currently holds a leasehold interest in the Regina Winery property and certain machinery, equipment, and fixtures located on the property, pursuant to a long- term ground lease with the City, the property’s owner. The ground lease’s initial 55-year term will expire on November 6, 2057, although the lessee may exercise an option to extend the ground lease for up to 44 years. The ground lease authorizes Filippi Wine Company to assign the ground lease in connection with its sale of the business to a City-approved buyer, subject to an assignment and assumption acceptable in form to the City. The City is seeking an acceptable buyer of the Filippi Wine Company who is expected to assume the current lease. City will retain ownership of the fee interest in the property, and approve the assignment and assumption of the existing ground lease to the new ownership of the Filippi Wine Company. Copies of the existing lease and its amendments are available upon request. • It is expected that a disposition and development agreement (DDA) would make the City an ongoing partner in the project after development, with revenue sharing. • The partner will develop proposed site plans, process entitlements within a reasonable window (roughly 18 months), and bring operators to the site, including an experienced winemaker and/or winery. • A successful track record in developing historic properties is required. • Ongoing operations and maintenance of the facility will be the responsibility of the partner. II. Content of Proposals 1. Cover Letter a. Executive Summary – include Project Title and Partner Name 2. Partner Qualifications a. Type of organization, size, professional registrations and affiliations b. Identify and present qualifications of key development team partners (e.g., architects, engineers, developers, winery-related entities or persons, prospective tenants) c. Resume of the principal individual(s) from the partner organization who will be working directly with the City with this initiative d. Outline of financial qualifications of the partner e. Experience with successful restoration and/or reuse of historic properties, and/or experience with winery-related and/or hospitality-related development projects f. Client references from recent related projects, including name, address, and phone number of individual(s) to contact for referral (list a minimum of 3) 3. Understanding of and Approach to the Project a. Summary of proposal approach to be taken; benefits/impacts of the project b. Description of the organization and staffing plan to be used for the project Page 11 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 8 c. Preliminary concept plans; describe in detail the proposed use of the property d. Demonstration of financial ability and development experience e. Preliminary financial analysis (pro forma) f. Proposed terms (lease, purchase, lease payment or purchase price other terms) and process following selection (see note in Section VI below re: process following selection) g. Proposed role of City/City staff h. Timeline i. Other information that may be appropriate To assist in preparing RFP responses, the City is in the process of creating an online folder of documents related to the Winery, including various site maps, historical documents, photos of the interior and exterior, and known details regarding the building dimensions and conditions. The link to this folder will be shared with registered RFP participants to access, view, and download this information as needed. III. RFP Timeline The RFP timeline is as follows: • RFP Release: January 28, 2021 • Deadline to register for participation in the RFP process (MANDATORY): March 25, 2021 at 5:00 pm. Email Lori.Sassoon@CityofRC.us to register your interest. Registrations will be confirmed via email within one business day. • Site tours: Due to COVID restrictions, site tours will be given by appointment for registered participants only, on-site at the Winery. Staff will reach out to registered RFP participants to schedule these site tours. • Pre-submittal meetings with Planning staff to discuss concepts and entitlement issues: February – May 2021, via video and by appointment. Registered proposers will be contacted by email to schedule their individual appointments. • RFP Submittal Deadline: June 3, 2021 at 5:00 pm IV. Submittal Guidelines Respondents are required to submit one electronic copy (in Adobe Acrobat 10 or later preferred) in response to the RFP. Submit all proposals to: Lori.Sassoon@CityofRC.us All questions or requests for information should be directed to: Lori Sassoon, Deputy City Manager David Eoff, Senior Planner Page 12 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 9 Lori.Sassoon@CityofRC.us David.Eoff@CityofRC.us 909-774-2400 909-774-4312 Responses to general written or oral questions regarding the process, the Winery, and other questions of interest to all parties will be shared as addenda with all registered respondents via email and be placed in the online folder on a weekly basis. The City reserves the right to revise the RFP, its timelines, and/or its process at any time; registered respondents will be notified by email of any changes. V. Selection of Partner A team of City staff will review and evaluate the RFP responses based on proposer’s knowledge, skills, experience, past performance, and quality of proposal. In addition, the following criteria will also be used in the evaluation process: 1. Quality of concept design and how well it executes the City’s vision for the site; level of detail included in the project proposal. Proposals that are more fully developed (for example, have project teams identified; have architectural concepts and/or drawings; have determined financing and financial terms) will be considered more favorably than more general, conceptual proposals. 2. Financial terms and financial capacity of the proposer. The City will give high priority to the proposal that offers the highest financial benefit to the City. Financial capacity of the partner will also be evaluated based on financial statements provided by the partner. 3. Approach to transition of the Filippi winery business and associated ground lease. 4. Quality of the proposed uses and/or proposed tenants. 5. Project feasibility and proposed timeline, including process following selection. 6. Partner references, and quality of past professional experiences; demonstrated professional skill and credentials of staff and/or consultants assigned to the project. Experience in reuse of historic properties and/or wineries is highly preferred. The top proposers will be invited to interview with the City. Page 13 City of Rancho Cucamonga Requests Proposals for the Regina Winery Reuse Project Deadline: Thursday, June 3, 2021 by 5:00 pm 10 Process Following Selection: Following the selection of the preferred partner, the City anticipates that it will enter into an Exclusive Negotiating Agreement (ENA) with the partner, providing the partner with 18 months to complete entitlements and start the project from the date the ENA is executed. VI. Terms and Conditions The following terms and conditions apply to this RFP: 1. All responses shall become the property of the City. 2. Due care and diligence have been exercised in the preparation of this RFP and all information contained herein is believed to be substantially correct. However, the responsibility for determining the full extent of the services rests solely with those making responses. Neither the City nor its representatives shall be responsible for any error or omission in this response, nor for the failure on the part of the respondents to determine the full extent of their exposures. 3. The City reserves the right to select consultants from the responses received; to waive any or all informalities and/or irregularities; to re-advertise with either an identical or revised scope, or to cancel any requirement in its entirety; or to reject any or all proposals received. The City also reserves the right to approve any subcontractors used by submitting proposers. 4. A response to this RFP does not constitute a formal bid, therefore, the City retains the right to contact any/all proposing partners after submittal in order to obtain supplemental information and/or clarification in either oral or written form. Furthermore, an explicit provision of this RFP is that any oral communication made is not binding on the City’s proposal process. 5. The City will not be liable for, nor pay for any costs incurred by responding proposers relating to the preparation of any proposal for this RFP. Page 14 1Pelican COMMUNITIES Coopers' Row, Rancho Cucamonga Coopers’ Row HERITAGE, LIFESTYLE, SHELTER, THRIVE! Attachment 2Page15 2Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Table of Contents I.Cover Letter & Use Summary _______________ II.Partner Qualifications a.Organization __________________________ b.Team Members and Resumes ___________ c.Experience with Restoration _____________ d.Financial Qualifications _________________ e.Client References ______________________ III.Project Approach a.Vision ________________________________ b.Preliminary Concept Plans_______________ c.Community Impact _____________________ d.Community Engagement ________________ e.Consultants___________________________ f.Preliminary Pro Forma __________________ g.Proposed Terms _______________________ h.City/Staff Role _________________________ i.Timeline ______________________________ j.History _______________________________ IV.Appendix –Vibebook under separate cover a.Partners MOU ________________________ b.Pro Forma Summaries __________________ 3 6 8 14 17 19 22 27 38 39 41 44 45 46 47 48 50 52 Page 16 3Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga June 3,2021 City of Rancho Cucamonga Ms.Lori Sassoon Deputy City Manager 10500 civic Center Dr. Rancho Cucamonga,CA 91730 RE:COOPERS'ROW,A 14 ACRE MIXED USE SURPLUS PROPERTY AT 12467 BASE LINE ROAD,RANCHO CUCAMONGA Dear Ms.Sassoon, The Coopers'Row Collaborative is a partnership that consists of a robust roster of highly regarded firms led by Pelican Communities together with ARTECO Partners,and Greens Hospitality.The Coopers'Row Collaborative has assembled a team of experienced real estate professionals with the expertise to establish a vibrant,much needed,project focused on attractive,historic,wine -centric “Eatertainment” (wine/spirits,food,retail,community gathering),resort destination,and mixed-use retail/office and housing --a community serving destination with employment opportunities,and city revenue generation.This RFP should be read in conjunction with the separately submitted Vibe Book. For this proposal we are drawing from over a combined 75 years of experience and extensive track records of successful collaboration and working in partnerships on public and private developments,including large scale initiatives like the 100 year old Claremont Packing House retail center with 50 boutiques,40 eateries and cafes,a dozen art galleries and special events in Claremont;historic 45,000 sf Fox Theatre restoration in Pomona;125,000 sf,400 bed mixed use housing building in Riverside;or 108 market rate residences in Riverside,. The team has the expertise to create a transformative,vibrant,synergistic,and creative village focused mixed-use,resort inspired,wine centric destination.We will integrate best in class site planning,product esthetics and architecture seamlessly into the neighborhood,all while leveraging and enhancing local neighborhood and regional assets to enrich the eco-system within the City of Rancho Cucamonga. This initial vision includes the following components: •Winery Building.The concept is like the 100 year old Claremont Packing House in the Claremont Village with 60,000 square feet of independent eateries,boutiques,live -work maker spaces and a wine store and wine tasting bar,historic entertainment and banquet venues,or the 45,000 square foot Pomona Fox Theater,or the 1931 Padua Hills Theater in Claremont,in order to show case the site’s wine heritage including wine making exhibit,wine tasting and sales,brew pub and distillery,restaurant,banquet hall and artist maker space. •Resort Hotel.The boutique hotel will have lavish common amenities including elaborate restaurant and patio area reminiscent of the 425 Casa in Claremont. •Cottage style,middle income Family SFD Rental Housing.Total 161. •Live -work Townhomes ring the center street across from the hotel and winery structure affording small proprietors to add synergy to the walkable village. •Office.Two story office and creative workspace. Cover Letter Page 17 4Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga •Fiscal Revenue for the City of Rancho Cucamonga.We will work with our public finance team member to search out available grants and low cost government agency loans to lower the cost of construction and operating, sharing the benefits with the City. •Community Partners.Connect to neighborhood amenities social,cultural and physical,especially the adjacent marketplace.The Coopers'Row Collaborative intimately understands the value of engaging with local stakeholders,both in an effort to leverage their inherent strengths,but also to ensure that the enhancement of the community. There are three Coopers’Row partners.Pelican Communities (“Pelican”)is an innovative builder of unique high quality mixed-use in-fill communities.ARTECO Partners (“Arteco”),a Pomona-based,innovative “re -developer”,focuses on constructing and operating creative communities through adaptive -reuse of historic structures and infill development in mixed-use downtown neighborhoods.Greens Hospitality (“Greens”)is a privately held real estate development and hospitality company with over 30 years in business. This proposal included with this cover letter shall be valid for a period of not less than one -hundred and eighty (180)days from the date above. Based on our preliminary pro forma,we believe our offer (page 45)to be substantial.We look forward to meeting with you to further discuss our approach for the 14 acre site through a successful collaboration with the City of Rancho Cucamonga. Sincerely, Coopers'Row Collaborative Richard Hamm Pelican Communities Jerry Tessier ARTECO Partners Atman Kadakia Greens Hospitality Page 18 USE SUMMARY •14.2 Acres •3,400 SF Wine Making/Tasting •4,515 SF Banquet Hall •4,500 SF Outdoor Event Space •5,200 SF Restaurant/Gallery •32 Maker Spaces •80 room Boutique Hotel •25,000 SF Office •57 SFD Cottage Rentals •40 Live Work •64 Residential over retail 5 Page 19 6Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Coopers' Row Team Primary Contact: Pelican Communities ARTECO Partners Greens Hospitality Richard Hamm 1601 Dove St., Suite 250 Newport Beach, CA 92660 T: 949.285.4620 191 W. 4th Street Pomona, CA 91766 T. 909.629.5359 8815 Research Drive Irvine, CA 92618 T: 949.322.1760 Coopers' Row Collaborative, a CA LLC Page 20 7Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Development Team Overview Coopers'Row Collaborative We will form a limited partnership or limited liability corporation to lead an extraordinary team of design,planning, and engagement professionals to develop the Coopers'Row.The consultant team will be creative and technical professionals with deep expertise design and planning mixed-use development. Through a strong partnership,the development team can build a vibrant and resilient intergenerational community within Rancho Cucamonga delivering services and programs that meet the needs of populations. Pelican will be the master developer of the project. Pelican Communities (“Pelican”)is an innovative builder of unique high quality mixed-use in-fill communities.The principles individually have over 45 years of development experience.Pelican Communities was formed for the purpose of developing site -specific mixed-use infill projects in highly desirable infill locations in Southern California.Pelican Communities’core belief is that the revitalization of the suburban core to meet current demand constitutes the largest untapped market in Southern California. ARTECO Partners (“Arteco”),a Pomona -based,innovative “re -developer”,focusing on constructing and operating creative communities through adaptive -reuse of historic structures and infill development in mixed-use downtown neighborhoods.Since 1992 the family-owned company,through its in-house construction and management firm has completed the renovation of more than 25 historic structures and new buildings totaling more than 800,00 sf. Greens Hospitality (“Greens”)is a privately held real estate development and hotel company built on a strong heritage of deep values.Greens has had over 30 years in business and continues to execute its vision of becoming one of the premier real estate developers and operators in America. •Pelican –Residential •Greens –Resort Hotel •Arteco –Retail and Adaptive Re -use Winery Building Developers •Site Planning •Civil Engineering Planning & Engineering •Architects (Residential & Hotel) •Public Financing Consultant •Market Study Consultant •Environmental Support Team Members Page 21 8Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pelican Communities Pelican Communities is an innovative builder of unique high quality mixed-use in-fill communities.For over 45 years the partners have been developing,building and owning site specific mixed -use infill projects in highly desirable infill locations in Southern California.Pelican Communities’core belief is that the revitalization of the suburban core to meet current demand constitutes the largest untapped market in Southern California. Pelican Communities is a rare combination of highly qualified real estate development principals.All principals of Pelican Communities substantially participate in the project visioning,pre -development,entitlement, development,financing,construction,sales and marketing of each project.Pelican Principals believe that the development of high quality urban infill projects requires a builder with vision and experience as well as a creative team of highly qualified and motivated real estate professionals.As such,Pelican Communities offers a development team using highly qualified consultants with extensive experience in infill and mixed-use projects. Pelican Communities strongly believes that establishing and interfacing in the community “vision”along with recognizing the market opportunity for a site are the most important criteria in developing a successful infill project.An open and honest dialog must occur between Elected Officials,City Staff,Community Stakeholders, and the Developer to establish a realistic and achievable vision for the infill community.This community vision along with the site constraints and the market opportunities form the backbone of a quality project solution. Page 22 9Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pelican Team Members Richard Hamm has over thirty plus years of real estate development and home building experience in mixed-use infill projects,apartments,large scale master planned communities and big box industrial.Product types include vertically and horizontally integrated mixed-use buildings in podium,wrap and on grade configurations.Project locations have included downtown Huntington Beach,Old Town Tustin,the Fullerton Transit Station,downtown Oceanside,mixed use student/retail/office and market rate apartments in Riverside,and Anaheim. Prior to Pelican Communities Mr.Hamm was Division Manager of the Los Angeles Division of Pacific Bay Homes (“PBH”).PBH was a real estate development and home building firm that was a wholly owned subsidiary of Ford Motor Company.While serving as Division Manager Richard developed over 4,000 homes/lots in more than two dozen locations throughout Los Angeles,Orange County,and the Inland Empire.Developing the projects required site planning,product design and the advocacy and processing of numerous tentative tract maps,specific plans and associated environmental documentation as well as extensive infrastructure and grading improvements. Mr.Hamm began his real estate development and home building career with Mission Viejo Company and Woodcrest Development in accounting,finance and project management roles after completing a Bachelor’s Degree in Finance and Real Estate from California Polytechnic University,Pomona.Richard’s education also includes a Light Construction and Development Management Certificate at University of California,Irvine and a Masters of Business Administration from the University of Notre Dame. .Chuck Dragicevich has over 45 years of experience in operations and real estate development,building over 14,000 homes.Over the past 10 years as a partner at Brooks Street,he has led in underwriting residential and apartment deals,and was the managing partner in a venture entitling and building 109-unit townhomes in Dublin,CA. Prior to Brooks Street,he was a partner for 7 years with former HUD Secretary Henry Cisneros as executive vice president for City View.Mr.Dragicevich was head of portfolio management and sat on the City View Investment Committee.He was also Managing Director of City View Development Investors,one of the four City View investment funds. As the company grew from $40 million to $725 million,his responsibilities expanded to include 11 states in the continental U.S.Dragicevich led the funding of more than 48 projects totaling more than $2 billion in revenue.As a partner and member of City View’s strategic planning team,Dragicevich developed ongoing portfolio management techniques and spearheaded the company’s project watch list committee. Prior to City View,Dragicevich was division president for Lennar Homes,one of the nation’s largest publicly held homebuilders,for more than seven years.He started the division de novo and built it to 100 staff,closing over 200 homes per year.Dragicevich led the company’s efforts to research and develop corporate broadband services initiatives.His degrees are a BA in Economics from UCLA and an MBA in Entrepreneurship and Finance from University of Southern California. Page 23 10Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pelican Team Members -continued Ken Jo brings more than thirty years of industry experience, specializing in the acquisition,finance,construction,and sales of land for residential and commercial purposes.Previously,Mr.Jo served as Director of Real Estate Development for BETEK Corporation managing the residential real estate development where he successfully acquired the controlling interest for 3,500 home sites in Calimesa and managed condo development.Mr.Jo was Vice President of Business Development for CalPac Engineering and Construction,a sister company of BETEK Corporation,pursuing new construction opportunities.Under Jo’s management,CalPac succeeded in winning the construction contract for the renovation of Westin Bonaventure Hotel in downtown LA.Prior to BETEK and CalPac,Mr.Jo was the asset manager for Lennar managing land acquisition,JV formation,finance,and disposition of land for both Lennar Communities and Lennar Orange County Homebuilding.Jo actively participated in master planned communities including MCAS –Tustin,MCAS -El Toro and the redevelopment of the Parker Hannifin R&D site into Central Park West,the largest urban MPC in Orange County. Andrew Walker has been in engineering and development in Inland Southern California for over 23 years,recently joined Overland Pelican.Andrew graduated with a B.S.in Business Administration from Loma Linda University.His past experiences have been as the founding principal of IW Consulting Engineers and V.P.of Engineering for Psomas,a civil engineering company. Andrew has been involved in various roles with over three billion dollars of new development in the Inland Empire.Andrew’s focus has been in the revitalization,advocacy and development of the Inland Empire,and has a unique perspective of the Inland Empire being a fourth-generation Riverside resident and business owner.Within just the City of Riverside Andrew has managed the following projects: •Led the civil engineering and survey team for the Main Street Pedestrian Mall Revitalization Project from 5th Street to 10th Street. •Established the team retained by the City to study the feasibility of a 5,000 seat Events Arena and the economic impact to the downtown core. •Retained by Riverside Transit Agency’s (RTA)to organize the community outreach program for the downtown bus shelter project,the RapidLink bus route along Route 1 which accounts for 23%of RTA’s County wide ridership. •Managed the entitlements and civil construction documents for the Imperial Hardware Lofts and 9th &Main project for Ratkovich Properties. •Coordinated the development project and entitlements for the Greens Group’s Hampton Inn and Home 2 Suites with an associated parking garage on the corner of 5th Street and Market Street.140 keys for the Hampton Inn and 105 keys for the Home 2 Suites. Page 24 11Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Arteco Partners Arteco Partners is a Pomona-based,innovative “re -developer,”focusing on constructing creative communities through adaptive -reuse of historic structures and infill development in mixed-use downtown neighborhoods throughout Inland Southern California. Arteco Partners focuses on constructing creative communities through adaptive -reuse of historic structures and infill development in mixed-use downtown neighborhoods throughout the Inland Empire. We have completed the renovation of more than 25 historic structures and several new buildings totaling more than 800,000 square feet. Our flagship development is the Pomona Arts Colony in downtown Pomona, while other notable projects include the Emporia Arts District in downtown Ontario, the Claremont Packing House, Padua Hills Theater, Pomona Fox Theater, Riverside Food Lab, Vail Headquarters in Temecula, The Helix (graduate housing), and multiple independent restaurants and entertainment venues. One of our largest projects is the South Village, a 12 acre expansion of the Claremont Village currently undergoing entitlements. Arteco Partners has its own in-house leasing and management team,and food property management team,Arteco Management and Arteco Hospitality.The tenancy envisioned for Coopers’Row is analogous to those of its other properties. Page 25 12Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Arteco Partners Team Members Jerry Tessier ,as President and Principal of Arteco Partners,is responsible for all development functions including acquisitions,entitlements,financing, and construction.He is also President of KMA Construction Corp,a licensed general contractor specializing in adaptive reuse.Jerry received his bachelor’s degree with cum laude honors from Claremont McKenna College and received his M.B.A.from the Texas Graduate School of Management in 1999 while serving as a Rotary Foundation Ambassadorial Scholar.He was the founding President of the Downtown Pomona Owners Association,which manages 42 blocks of downtown Pomona. He has served as a Commissioner on the Pomona Historic Commission and as a Board Member of the Boys and Girls Club of Pomona Valley.Mr.Tessier resides in Pomona with his wife,Nancy,his son,Julien,and daughter Catalina. Ed Tessier ,as Vice President and Principal of Arteco Partners,Ed Tessier is responsible for urban planning,coalition development, and community programming for all Arteco projects.He graduated Summa Cum Laude from Pomona College with a degree in Sociology.His career has focused on urban revitalization,education and the arts.He co-founded the Pomona Arts Colony,a bustling neighborhood of artists, galleries,restaurants and university projects.Ed is a leader in the disability community and founded the non-profit ADA consultancy firm,Designs for Independence.He has served as a Board Trustee for Western University of Health Sciences,President of Pomona’s Central Business District,Chair of Pomona’s Planning Commission,and founding President of the School of Arts and Enterprise,a national Top 20 school of performing and visual arts.Ed currently serves as Vice President the LA County Fair Association and the Pomona Community Foundation. Ed lives with his wife,Alejandra,and four sons in Pomona. Page 26 13Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Arteco Team Members -continued Page 27 14Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Experience with Restoration Arteco Partners brings to the winery the same preservation principles it has used for the private restoration of many of the Inland Empire's most beloved landmarks. For example, Arteco Partners ensures that projects are “community-focused” by collaborating with local nonprofit organizations for everything from historical research (e.g., Claremont Heritage, Temecula Valley Historical Society) to neighborhood-friendly programming (e.g., Glendale's Museum of Neon Art, the Latino Art Museum). In Rancho Cucamonga, we will identify those groups and individuals who are most knowledgeable about the winery and will mobilize community interest in its restoration. Arteco Partners also ensures the quality and financial viability of its restoration work by maintaining a fully in-house development process. Specialty architectural designers, restoration craftsmen, restoration project managers, and general contracting all come together to bring projects to a successful conclusion. Furthermore, thanks to its track record, this team has always maintained highly productive working relationships with chief building officials and State Historic Preservation Officers (SHPO). Finally, Arteco Partners maintains a high degree of documentation of the restoration process. Anticipation of Cooper's Row will build as people in Rancho Cucamonga see pictures and videos of architectural discoveries, construction milestones, and profiles of some of the unsung artisans that bring the winery’s heritage back to life. Page 28 15Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Greens Group Greens Group is a privately held real estate development and hotel company built on a strong heritage of deep values.Greens Group has steadily grown its market presence by developing,financing,owning and operating prudently and efficiently.This year,Greens Group will celebrate its 23rd year in business and continues to be one of the premier real estate developers and operators in America.Greens owns and operates its portfolio of 23 hotels throughout California,Arizona and Utah under the flags of Hilton,Marriott,Best Western,Choice and G6 Hospitality brands. Greens started in 1958 as an electrical distribution company and expanded to Hyderabad,India opening a new office in 1962.Sharad Kadakia,current CEO of Greens,joined the business in 1976;and exponentially grew the company.Sharad Kadakia decided to move from India to the United States in 1988 to pursue the American Dream and expand Greens into new markets.In 1989,Sharad Kadakia began managing his first hotel in Washington,UT which served as the basis of his hospitality roots.Greens Group was founded in 1996 with the construction of its first hotel in Parker,AZ –a Best Western.Over the next decade,Greens would steadily grow into multiple business across the Southwestern United States. Our development team consist of seasoned individuals with decades of experience in our core development competencies:ground up development and asset repositioning. Our operations team consists 225+team members,who are the face of our company,and serve thousands of customers a day.With a focus on training and employee satisfaction,we ensure that each of our associates are armed with the knowledge and skill-set to service our guest in the best manner possible.Our focus on efficiency ensures that work orders and capital requests are processed in a timely manner to maximize property value,and guest experience. Page 29 16Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Greens Team Members Ashutosh Kadakia is primarily responsible for fundamental analysis,finance,tax, legal,maintaining investor,and lender relationships,and the portfolio management of the firm’s excel capital.His team consists of Operations,Accounting,Human Resources,and IT.He also leads the development of Simple Hotel,the firm’s proprietary hotel management and analytic software.He studied Finance,Real Estate,and Economics at the Kelley School of Business at Indiana University and has earned the right to use the Chartered Financial Analyst (CFA)designation. Atman Kadakia oversees acquisitions,franchising,entitlements,design, construction,and leasing.Starting as a general manager of a single hotel at Greens,he worked his way through multi-state operations.This hands-on experience helps him evaluate hotel acquisition opportunities.Prior to joining Greens,he worked in multifamily brokerage for Sperry Van Ness,construction management for Perini Corporation,and operations finance for Hilton Worldwide.He holds a BS in Business Administration and a MS in Construction Management from U.S.C.and a MS in Real Estate Finance from Georgetown University.He is also a Certified Hospitality Administrator and a licensed real estate broker.He serves as Vice - Chair of USC’s Emerging Leaders Board and received the Jr.Alumni of the Year award for founding its Construction Alumni Group. Sharad Kadakia founded Greens Group in 1996.Sharad focuses on new acquisitions,development,and capital procurement.He spends a significant amount of his time focusing on international development opportunities including commercial office,residential,and land development.Throughout his career,he has purchased or developed in excess of 50 real estate properties and has worked in all facets of development including minor renovations,major structural changes and complete overhaul,ground up construction,and master planning land development.He holds an associate degree in Physics from the New Science College in Hyderabad,India.Sharad has served as a Governor for Best Western International and has been intricately involved in a number of charitable organizations Adam is a registered professional engineer in the state of California.He graduated with a B.S.in Civil Engineering from Northern Arizona University.He worked for Kimley Horn & Associates,which afforded him the experience of working on several large multi-year projects.As the Vice President of Development at Greens,Adam is responsible for coordinating consultants for various studies,plans,architectural and engineering documents.Having worked on many large complicated projects throughout his career, Adam has expertise in site specific conditions,anticipate issues,and will resolve problems that may arise.Over the course of his career,he has helped entitle and develop thousands of acres,and millions of square feet of building area. Adam Corral has over 16 years of Commercial,Institutional,and Industrial experience;with an expertise in entitlements,infrastructure planning and design.He specializes in complex,multi-phase projects,that span several years.Most notably,Adam was the Senior Project Manager of the Meridian Development,a 2,400-acre redevelopment area of the former March Air Force Base. Page 30 17Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Financials Pelican Communities Pelican Communities has built its projects with a combination of private equity and commercial debt.Should Coopers'Row Collaborative be selected as the developer, Pelican will be responsible for the residential homes outside the Winery and jointly responsible with Arteco for the office and retail outside the Winery.Debt and equity would be raised after Coopers'Row Collaborative is selected as developer.The commercial debt ratio for construction financing is currently 60-70%debt to total project costs. Pelican will engage Belgravia Group,Inc.a commercial real estate advisory firm to source the construction financing for this project.Belgravia has over ten years’ experience sourcing or participating in over US $1 billion of real estate transactions and loans.After a preliminary review of the project Belgravia is confident that they can source the Pelican Properties with a 60-65%LTC construction loan.The lenders that Belgravia would most likely send this deal to based on the type of project,location, and loan amount size are the following:Capital Source,Union Bank,JP Morgan,Wells Fargo,PNC,and Key Bank.Equity would most likely be funded from small equity funds,personal equity of the members and/or other individuals who have invested with Pelican partners in the past.Vernal Bay Investment invests in various sizes of real estate projects in California and continental United States,focusing on the diversification of its investment portfolio.Another equity source is a high net worth individual that invests in real estate development project and is seeking returns similar to those shown for the project. Pelican Communities,has completed and is currently planning several projects with Redevelopment Agencies in Southern California.Plaza Almeria was a Public Private partnership with the Huntington Beach Redevelopment Agency.Prospect Village was a public private partnership with Tustin’s Redevelopment Agency.Fountain Valley Office was developed with the Coast Community College District.Merrill Avenue Brownstones was the City of Riverside Redevelopment Agency.In addition to these projects,North Beach Promenade in Oceanside (marketing name of “SALT”)was completed last year and is 100%occupied.SALT is a mixed-use public private partnership with the City of Oceanside composed of 52 apartments,7,800 square feet of retail and 355 public parking spaces. Greens Greens has built ground up or completely repositioned and redeveloped and managed twenty-three hotel properties throughout the Southwestern United States.The market value of the completed hotels exceeds $125M.Greens has acquired land and is currently in various stages of development in five hotels and is in process of acquiring another three hotel sites this year.The market value of the pipeline of hotels is $115M. We design,entitle,construct,and manage new construction projects in a variety of real estate asset classes,and create value by active management during every phase. Page 31 18Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga We partner with strong brands and have affiliations with industry leaders such as Hilton Worldwide,Marriott International and Wyndham Hotels.We apply best practices to minimize costs by streamlining processes to increase efficiency in operations.Greens has focused on creating value by managing as many aspects of the process as possible,and rarely acquiring finished product.Whether it is acquiring raw land and entitling a project or repositioning and underperforming hotel due to property condition or non-competitive branding,Greens strives to see value where others do not. In its 30 year history,Greens is proud to state that it has never lost money in a hotel transaction and has consistently achieved more than 20%cash on cash returns across all hospitality products. Arteco Partners Arteco Partners has self-financed $100 million of real estate developments over the past 20 years.It retains long-term ownership and control of more than two dozen project assets in seven Inland Empire cities and Mazatlán,Mexico.Arteco’s $325 million-dollar South Village project in downtown Claremont is currently undergoing entitlement. Financials -continued Page 32 19Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pelican References City of Riverside AL ZELINKA City Manager azelinka@riversideca.gov/ 951.826.5553 City of Tustin ELIZABETH BINSACK Community Dev. Director Ebinsack@tustinca.gov/ 714.573.3106 City of Oceanside PETER WEISS Councilman Pweiss@ci.oceanside.ca.us/ 760.435.3066 Deanna Lorson City Manager Dlorson@ci.oceanside.ca.us/ Page 33 20Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Arteco References City of Pomona TIM SANDOVAL Mayor Tim_Sandoval@ci.pomona.ca.us/ 909.762.1982 City of Claremont JENNIFER STARK Mayor jstark@ci.Claremont.ca.us/ 909.399.5444 City of Redlands BRIAN DESATNIK Dir. Of Dev. Services abdesatnik@cityofredlands.org/ 909.798.7555 City of Riverside AL ZELINKA City Manager azelinka@riversideca.gov/ 951.826.5553 Page 34 21Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Greens References ROB FIELD City Manager City of San Bernardino 290 North D Street San Bernardino, CA 92401 909.384.5122 HAROLD DUFFY City Manager City of Grand Terrace 22795 Barton Road Grand Terrace, CA 92313 909.824.6621 x240 AL ZELINKA City Manager City of Riverside 3900 Main Street Riverside, CA 92501 951.826.5553 LORI WEDEMEYER Town Manager City of Parker 1314 11st Street Parker, Arizona 85344 928.669.9265 Page 35 22Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Project Vision Coopers' Row is a vision for transforming the Filippi Winery property into an historic, winery centric, resort-inspired, mixed use destination It will seamlessly integrate into the community, bridging into the fabric of the surrounding neighborhood and downtown area. Wine making was once a such an important activity of the Cucamonga Valley, it dominated the physical, economic and cultural livelihood of the region. But out of the 60 or so wineries that once dotted the area, the Ellena Brothers Winery / Regina Grape Products Co. (Regina Winery), is just one of five such operations remaining. Accordingly, our proposal includes as its centerpiece, the preservation and reuse of the main winery building. However, our acknowledgement of the site’s history goes beyond the physical structures on the site. Our vision recognizes that in its prime the winery was a destination for tourists in and of itself with daily self-guided tours, an annual grape festival and a restaurant on-site. In keeping with that legacy, our vision includes a boutique hotel adjacent to the winery and live -work spaces, across the street. A small office building will bring daytime users to the site, while the provision, of approximately 160 residential units of varying typologies will render the site a 24-hour setting. The plan is organized around “Coopers’ Row”, a mostly east-west street connecting the Winery Estate Marketplace at one end with Base Line Road at the other. This idiosyncratic throughfare begins (or ends) at the western edge of the site at the access road behind the Marketplace. This access drive has been widened to accommodate “plaza parking” in the center of the roadway serving the retail spaces along the east side of the street. At the hotel’s entrance green, Coopers’ Row deflects slightly as it continues east, with the repurposed winery building lined with maker spaces on the north side and live -work units to the south. Continuing further east, the street bends diagonally back to the north, passing by a courtyard on its north side formed in the space between the winery and a new office building. On the south side of the street is a neighborhood green space. From here the street turns to the north to connect with Base Line Road, opposite San Carmela Court. Coopers Row has been expanded along this north-south stretch to provide a welcoming entrance to the site as well as to accommodate a center parking plaza. To help define this entry plaza, the space is lined on the east side by carriage house residential units, that sit atop parking. East of this plaza, a parking area, which to the extent possible preserves existing trees, has been provided in the ‘panhandle’ of the site. It is lined with a low wall and landscaping to screen it from view from Baseline Road. Page 36 23Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Connecting to Coopers Row from the south is a tapered residential greenway, on axis with the hotel tower and with views to the San Gabriel Mountains beyond. This iconic space will be the major residential gathering space, connecting the site’s residents with commercial amenities of the site. We imagine that it will include seating areas that will perhaps be arranged around a fire pit or under a shade structure. An evaporative cooling tower will also be studied for inclusion. The program for the site includes a truly diverse mix of uses. For example, the winery building itself will be outfitted with a tasting room and wine store, restaurants, a banquet facility and outdoor courtyard as well as maker spaces for craftspeople, and artisans. Just to east of the winery is a two-to three -story small footprint office building. The boutique hotel sits immediately adjacent to the winery to take advantage of joint- use opportunities. Inspiration for its design and placement derives from the historic resort hotels of the desert southwest and the Wine Country of Central and Northern California. Additional inspiration was found in the California missions. The L-shaped building will include a ground floor-restaurant and supporting retail. The east side of the ‘L’ is positioned to frame the western edge of the winery’s courtyard space, as well as a north- south paseo between the two buildings. Aligned with the second floor of the hotel atop the parking lot, is a pool deck with fire a fire pit, which we imagine will be a fabulous place to have a drink in the evening as guests survey the majesty of the mountains to the north glowing in the evening sun. The ‘paseo’ mentioned above, sits between the winery building and the hotel. It is multi-functional. During morning hours, it serves as a service lane, providing for deliveries to the hotel, the banquet hall, and tasting room, as well as the maker spaces. In the afternoon and evening, it becomes a pedestrian lane, providing café space for the hotel restaurant, and overflow space from the winery courtyard and tasting room. This space could also be used for farmers’ markets, crafts fairs, and winter markets. Project Vision -continued Page 37 24Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Winery Preservation Winery Preservation Arteco Partners will lead a comprehensive preservation and repurposing of the most historic aspects of the Regina Winery. It will apply a similar program to that it has used to restore and revitalize more than two dozen historic buildings throughout the Inland Empire, from the Claremont Packinghouse to Temecula’s Vail Headquarters. The eastern section of the complex (former restaurant and current wineshop) will be removed since it lacks significant architectural merit and has limited utility for new uses. On the other hand, we propose to turn the six oldest winery sheds into a centerpiece of the new project that brings together a comprehensive homage to the site’s history, as well as an exciting new cluster of complementary uses that will be a source of community pride. Only one infill roof, a more modern addition, and one small portion of the east shed will be removed to improve pedestrian access and egress. Some perimeter walls will be modified to allow for exterior access, improved lighting, and ventilation. The structure will also receive all necessary seismic and structural improvements to comply with applicable building code. All of these changes will be executed so that the updates blend so seamlessly with historic elements that the final impression is that the winery always existed in this condition. Celebrating History A comprehensive inventory of the premises will identify and preserve the winery's equipment,tools,bottles,photography,etc.Combined with archival scholarship,outreach to local collectors,and interviews with the Filippi brothers (and others with personal connections to the winery),these legacy items will be curated into a series of history installations around the site.Self-guided and special event tours will make exploring the connections to the winery),these legacy items will be curated into a series of history installations around the site.Self-guided and special event tours will make exploring the complex an engaging learning experience. The highlight of these tours will be a small batch micro winery that supports the creation of new vintages and vinegars. A three -tank system will take visitors through the process of sourcing grapes (with a preference for locally sourced Cucamonga Valley AVA grapes, if available) all the way through crushing, aging and bottling. Comparisons to the process and products of the Regina Winery will give the public a hands-on appreciation for one of the Rancho Cucamonga's founding industries. Page 38 25Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Adaptive Reuse:Retail Attractions The interior of the winery sheds will be divided by new demising walls to create a variety of customized spaces. One of the western sheds will house a wine store, wine tasting bar, and full-service California cuisine restaurant that builds upon the site's history of direct-to-the-public wine sales. Run by an independent operator, the store will offer a highly curated selection of wine that will set it apart from big-box retailers. A full-service commercial kitchen will support a chef driven menu that pairs gourmet food with the extensive selection of wines at the tasting bar. Extensive indoor and outdoor dining will make it a destination for locals and foodies from throughout the region. Another one of the western sheds will remain a large open space to serve as a banquet hall. With its spacious, two-story volume, open truss ceiling, and decorated with some of the winery’s old growth wooden vats, the banquet hall will create a beautiful, thematic environment for private rentals, such as weddings, community functions, corporate events.Thanks to the wine store and restaurant,the banquet hall will be full service and fully catered. The southeastern corner of the complex will house Coopers’ Row Brewery, the second location for Arteco’s in-house brewery division. Customers will see the entire brewing process on site and order from both in-house barrels, as well as independent labels from throughout the Inland Empire. With a generous outdoor patio will attract curious visitors and beer aficionados alike. Adaptive Reuse: Creative Incubator The balance of the space in the historic sheds will be turned into more than 30 live- Winery Preservation -continued work creative arts maker spaces. Modeled on Arteco Partners’ highly successful loft projects in Claremont, Pomona, and Ontario, these are commercially classified spaces that also have kitchens, bathrooms, and sleeping areas that support residential uses. Each loft is fully equipped with features favored by creative professionals ––open floor plans, high ceilings, natural light, industrial finishes, storefronts, and mezzanine decks. The live -work tenants will be carefully curated to provide the complex with a diverse mix of creative and artistic ventures that reflect the City's creative scene, activate the site’s pedestrian experience, and complement neighboring retail, hospitality, and housing components. Common tenants are practicing artists, galleries, music studios, art and music instruction, craft artisans (e.g., woodworkers, jewelry smiths, ceramicists), architects, clothing designers, and even a real-life cooper. Operations geared to more frequent customers, will be focused on street-oriented spaces. Page 39 26Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Community Programming With its food, beverage and maker space attractions, Cooper's Row will support a packed calendar of special activities. There will be year-round indoor activities, such as live music, art receptions, and hands-on classes. Thanks to the generous open spaces around the complex, there will also be more seasonal outdoor experiences, such as art walks/art fairs, history tours, concerts on the lawn, and outdoor movie nights. All of this programming, coordinated by on-site property management, will knit together separate tenants and different parts of the site to create a welcoming climate for locals and visitors of all ages. Winery Preservation -continued Catering Kitchen Page 40 27Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Conceptual Site Plans Page 41 Page 42 Page 43 Page 44 Page 45 Page 46 Page 47 Page 48 Page 49 Page 50 37Pelican COMMUNITIES Coopers' Row, Rancho Cucamonga Page 51 38Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga This unique project in Rancho Cucamonga’s central area will help bolster the community’s over all efforts. The addition of destination retail and restaurant, boutique hotel and live-work households will further the18-hour city, increase recurring general fund revenue, support unique local businesses, and many intangibles of an active and thriving mixed use area. DTA, a respected public finance consultant, as they have done for Pelican previously, will analyze the fiscal revenues to the City’s General Fund that would result from the development of the project. A list of potential fiscal revenue resources is seen in the chart at right. Only recurring revenues will be analyzed. Revenues considered to be non-recurring, such as development impact fees paid by Coopers' Row Collaborative, are excluded from the model. The annual recurring fiscal revenues to the City’s General fund anticipated to be generated by the project could be $350,00 -$500,000. In addition to the fiscal revenue analysis, DTA will examine the potential for additional revenue and cost saving resources including: •Community Facilities District (“CFD”) Bonding Capacity •Enhanced Infrastructure Financing (a smaller version of the CFD •Commercial Property Assessed Clean Energy (“C -PACE”) analysis to lower cost of construction •List of potential federal and state grant and loan options Community Fiscal Impact Page 52 39Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Community Engagement Our experience has shown that the combination of a coordination with city staff and presence in community daily,are the most effective combination for this highly engaged community.The development team plans to utilize varied methods of community engagement in the neighborhood to ensure a high level of awareness, encourage input,dispel myths,advance authentic solicitation and incorporation of input and information,and eventually build ownership and support for the proposed development.The engagement process will include the following elements to ensure that the development results in a shared vision for this neighborhood development. •Video and website •Collaborative Design Workshops •Organize Small Group Engagement •Pop-up Programming on site •Community Surveys •Fact Sheet and e -Newsletter •Facilitate Neighborhood Walks •Town Hall meetings with local residents •Directly Communicate with Community Groups •Provide Consistent Stakeholder Notification •Charrettes in a People’s Planning School Meetings will be designed to be interactive,with both large and small group activities and creatively designed exercises to convey opinions,priorities,and thoughts.In our collective experience conducting community outreach,the development team has found that providing food and childcare are also key resources that allow residents to attend meetings and more actively participate. Because each community,and particularly engaged communities,present unique positions and challenges,the development team will continue to grow and adapt community education materials,engage neighbors of other recent development to work with the team for the project,and most importantly listen to the collective and valid concerns,and create thoughtful responses.The proposed project will be designed to have the flexibility to changes in program,design,and other aspects,and community engagement along with coordination with the City and local agencies which will drive those potential changes. While the development team will focus on encouraging input from the diverse constituents across the City of Rancho Cucamonga,the development team will create specific community engagement tools and activities that ensure that voices and constituencies not typically involved within the planning process in the City are heard and incorporated on an equal basis.As inclusion is a key principle of the team,we are aware that to achieve equity in community engagement,those with multiple barriers to participation in common engagement activities must be addressed differently.We will ensure that people of all incomes and communities of color are equitably represented in the community engagement process and included uniquely on certain topics. Page 53 40Pelican COMMUNITIES Coopers' Row, Rancho Cucamonga “Communication leads to community, that is, to understanding, intimacy and mutual valuing.” --Rollo May Page 54 41Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Consultants Torti Gallas + Partners was established in 1953, Torti Gallas + Partners maintains a global practice of planning, architecture and urban design. With a talented staff trained in multiple disciplines, Torti Gallas has helped hundreds of clients create sustainable growth and development, understanding that smart design of the built environment directly influences economic strength, neighborhood health, and community livability. Torti Gallas’ practice is grounded on the inextricable links between architecture, planning, urban design and community. We believe great cities are created through beautiful buildings, intelligent planning policies and pragmatic implementation strategies. Our work strives to develop land responsibly –be that greenfield communities connected to the edges of metropolitan areas, suburban communities interested in creating a defined city center and in refining their neighborhoods, or brownfield redevelopment projects to revitalize inner cities. The overarching concern of our practice is to create a “sense of place” that will be the mainstay for a vibrant experience of living, working, shopping and playing . Our architects and planners deliver practical, feasible and transformative plans that get implemented. Since our founding, Torti Gallas has designed over 485,000 residential units, millions of square feet of office space, and planned over 1,900 residential and mixed-use communities. As a result, we have been responsible for the planning and architectural design of more than $78 billion of construction and have advanced the success of our valued clients and their constituencies. The method we have developed, the “Spectrum”, defines our “line of attack”, providing an all-sided framework for envisioning sustainable communities immersed in innovative design solutions. It encompasses a universe of life factors -from climate to shelter to local traditions -and empowers design concepts tackling both current and emerging problems at the specific site and general location of a project. This interdisciplinary, principle-based process enables us to: •Provide alluring visions that incorporate community goals for the future. •Discover achievable, results-oriented solutions that go beyond a master plan. •Provide knowledge of a variety of implementation strategies. •Support dissemination and use of best practices. •Identify implementable strategies that promote community health and well-being. •Plan for long-term resilience. •Use cutting-edge technologies to record existing conditions, disseminate information for new designs, and manage implementation. •Implement a final design that addresses itself to the universe of natural and cultural elements present in your specific site. it is built. Page 55 42Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Consultants -Continued Tilden-Coil Constructor. (Cost Estimate & Contractor), 3612 Mission Inn Avenue, Riverside, CA 92501. Tilden-Coil Constructors, Inc. is a general contractor and construction manager focusing on high quality educational, institutional, commercial and industrial facilities throughout Southern California. We exist to serve by shaping futures; and have been doing so for over 80 years. Tilden-Coil’s foundation is one of integrity, visionary thinking and moderate controlled growth. This has been the culture of the organization since its beginning in 1938 when Marshal Tilden began building homes for farm laborers and defense workers in the Riverside area. Rick Engineering. (Civil Engineering),1770IowaAvenue,Suite100,Riverside,CA92507. Rick Engineering Company (RICK) started as a family-owned engineering, planning and design firm more than 60 years ago. Though we have grown our employee -base and expanded geographically, we have proudly maintained our close -knit, people - oriented company culture. Our in-house teams, staffed by industry-leading experts in the irrespective fields, work seamlessly with each other to offer our clients comprehensive services they can trust. Page 56 43Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Consultants -Continued DTA Consulting is a public finance and urban economics consulting firm delivering creative,practical and successful designs for clientele throughout Southern California,the Bay Area and internationally.Since the firm’s establishment in 1985,it has specialized in financing public infrastructure,facilities,and services for public agencies and private sector clients throughout the United States. DTA has provided public finance consulting services to over 3,000 public and private sector clients and utilized a variety of public financing mechanisms,such as Community Facilities Districts (“CFDs”), Assessment Districts (“ADs”),Special Service Areas,Local Improvement Districts,Public Improvement Districts,Certificates of Participation,Tax Allocation Bonds,Sewer and Water Revenue Bonds,Marks- Roos Bond Pools,Landscaping and Lighting Districts (“LLDs”),Integrated Financing Districts,and various types of regional and benefit area -based fee programs.The firm is also heavily involved in the establishment of public-private partnerships to fund municipal needs and in the implementation of Property Assessed Clean Energy (“PACE”)financing programs to finance energy-related improvements for new and existing development Page 57 Preliminary Pro Forma 44Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga COOPERS' ROW Consolidated Financial Summary Residence Reuse Hotel Office Common Area Consolidated Development Residences 161 Units 161 Units Retail Space 6,000 SF 19,500 SF 25,500 SF Work-Lives 20,000 SF 20,000 SF Office 25,000 SF 25,000 SF Hotel Rooms 80 Keys 80 Keys Assumptions Untrended Apts: $2.55/sf $2.25/sf ADR: $175 $2.50/sf Ret: $2.00/sf Trended Apts: $2.86/sf $2.43/sf ADR: $260 $2.96/sf Ret: $2.24/sf Direct Construction $140/sf $125/sf $250/sf $213/sf $500/sf Cap Rate 5.06%6.50%6.50%6.50% Revenue Operation 3,935,749$ 914,743$ 9,777,382$ 2,099,402$ 16,727,276$ Sale 77,657,542 13,963,047 27,461,674 12,405,612 131,487,876 Costs Development 51,456,788 11,994,756 29,749,247 13,176,603 625,000 107,002,393 Financing 4,199,038 762,401 3,856,637 1,281,244 10,099,320 Return 25,937,465$ 2,120,634$ 3,633,172$ 47,167$ (625,000)$ 31,113,439$ Equity Required 20,627,648$ 4,627,078$ 11,007,127$ 5,001,469$ 625,000$ 41,888,321$ Construction Financing 30,829,140$ 7,367,677$ 18,742,120$ 8,175,134$ 65,114,072$ IRR 40.49%16.71%5.10%0.18%20.6%* Equity Multiple 2.26x 1.46x 1.33x 1.01x 1.94x Return on Cost 7.68%7.63%5.69%6.08% Return on Equity 2.05%5.98%11.00%5.85% * includes $5,000,000 split between Filippi and City Page 58 Coopers' Row Collaborative (“CRC”) will purchase J. Filippi Vintage Co’s Lessee interest in the City’s ground lease for the 14-acre property. Concurrent with the purchase of the leasehold interest, the City will make modifications to the lease to accommodate the intended uses and extend the lease to 99 years. VC will own the leasehold improvements and build in phases. The hotel will be built when the hotel capital and finance markets recover from COVID -19. Office market rents are anticipated to recover by start of construction; if they don’t, there is the option of more retail and/or live - work. City will cooperate in subdividing the land for phased financing purposes. Based on our preliminary pro forma, CRC will make payments of $5,000,000 split between Filippi & City. How and when it is paid and split to be negotiated. The fiscal revenue generated by the project, estimated to be $350K - $500K/annually, has a present value in just 30 years of $7,800,000 - $11,200,000 The application of this transparent methodology, together with the proposed deal terms, will mutually benefit the City and CRC by establishing a construct that can be applied in the future as markets change due to the long -time horizon associated with this proposal. Business Terms 45 Page 59 46Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga City/Staff Role •City staff and City Decision Makers to assist in project visioning and community outreach. •Cooperate in the subdivision of the property for financing purposes •Cooperate in the ground leasing of subdivided property •Cooperate in the encumbrance of its fee estates by future lenders •Cooperate in the recordation of reciprocal service agreements to allow for the allocation of common area maintenance costs across all phases •Facilitate conversations with various City departments such as Building, Public Works, and Housing. •Cooperate in possible PACE financing, other low cost loans and grants. Page 60 47Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Timeline Jun-21 Jun-22 Jun-23 Jun-24 Jun-25 Jun-26 Jun-27 RFP Selection & ENA Due Diligence & Community Outreach Entitlement Plan Preparation Site Improvements Warehouse Construction Cottage Construction Live-work Towns Retail & Resi above Hotel Office COOPERS' ROW Development Schedule Milestone Dates Period Start Start End End RFP Selection & ENA 4 mos.M0 Jun-21 M4 Oct-21 Due Diligence & Community Outreach 4 mos.M3 Oct-21 M6 Feb-22 Entitlement 15 mos.M6 Feb-22 M20 May-23 Plan Preparation 6 mos.M20 May-23 M25 Nov-23 Site Improvements 6 mos.M25 Dec-23 M30 May-24 Warehouse Construction 18 mos.M25 Dec-23 M42 Jun-25 Cottage Construction 12 mos.M26 May-24 M37 May-25 Live-work Towns 12 mos.M26 May-24 M37 May-25 Retail & Resi above 21 mos.M26 May-24 M46 Feb-26 Hotel 18 mos.M32 Jan-25 M50 Jun-26 Office 18 mos.M45 Jan-26 M62 Jun-27 Page 61 “A generation which ignores history has no past and no future.” --Robert Heinlein History 48 Page 62 49Pelican COMMUNITIES Coopers' Row, Rancho Cucamonga APPENDIX Page 63 50Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Memorandum of Understanding The purpose of this memorandum of understanding (“MOU”)is to set forth the proposed terms for a partnership (“Partnership”)between Pelican Communities,LLC,Arteco Partners, and Greens Group for development of the 14 acre surplus property in the City of Rancho Cucamonga (the “Project”). Development of the project site is subject to a Surplus Property Notice by City of Rancho Cucamonga and is envisioned to include retail,hotel,office and rental housing. This MOU details roles and responsibilities during the anticipated pursuit and subsequent feasibility planning phases including “short-term”and “long-term”Exclusive Negotiating Agreements.This MOU provides guidance for the allocation of future financial commitments and benefits that will be tied to the project site and approved plan once outreach and refinement of Project scope are completed (“Approved Plan”).It is anticipated that basic agreement on financial terms,matching a detailed Approved Plan,will be coordinated with the Partnership’s submittal to the City after having completed project refinement. A.Partnership Structure.The Project will advance through four major phases:(1)Selection by the City of Rancho Cucamonga,(2)Master Planning &Entitlement through the City of Rancho Cucamonga,(3)Design and Implementation and (4)Operation. 1.Development and submittal of proposal to the City of Rancho Cucamonga. During the initial stage,the partnership will coordinate the development of a Development and submittal of proposal to the City of Rancho Cucamonga. During the initial stage,the partnership will coordinate the development of comprehensive proposal and a steering committee comprised of each partner to oversee the following tasks: •Coordinate project team •Site study concepts •Financial modeling •Coordinate deliverables •Contact with City and stakeholders •Establishment of project vision 2.Master Planning &Entitlement.Prior to commencing this phase,Pelican Communities,Arteco Partners,and Greens will form a Master Partnership that will perform the following tasks,among others: •Coordinate with and advise the City •Community outreach •Site design and feasibility including due diligence •Lead planning effort including development of site plan,environmental documents and obtaining entitlement approval(s). •Establish structures/mechanisms for operation of community •Fund development expenses. Page 64 51Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga The above tasks will be coordinated by a master development firm and master plan designer for the Partnership. 3.Design and Implementation Phase.During this phase,the partners will be each be responsible for retaining design services for their respective buildings. Each phase of development will be assigned a pro rata allocation of common facility costs. 4.Operations.The Partnership will develop an Operations Plan for the entire development site and facilities. B.Predevelopment Expenses &Guaranties.The Partnership shall fund all approved out- of-pocket predevelopment expenses to be paid by the Partnership prior to closing of the construction loan for the Project.Predevelopment expenses funded by the Partnership shall be credited,together with interest,not later than the date of funding of the first draw under the construction loan.Due diligence expenses prior to City selection shall be split 1/3 each. •The partners can provide pro rata predevelopment expenses and guarantees based on the allocation of financial benefits,determined and agreed upon at completion of the Approved Plan. •Common area improvements,utility upgrades,transportation components, and streetscape enhancements will be financed through proportionate sharing of the Partnership based on their respective private development components. C.Financial Participation.Future financial benefits may come in the following components: (a)developer fee and (b)net cash flow and/or sale or refinancing proceeds allowed by the funding sources (“Proceeds”).Financial benefits will be allocated by the experience and contribution (scope and investment)of each partner and will be influenced by private investment and/or the public partnership with City. The terms of this memorandum of understanding are intended to summarize the key partnership terms,which will later be formally documented in a Partnership agreement amongst the parties. Richard Hamm Pelican Communities Jerry Tessier ARTECO Partners Atman Kadakia Greens Hospitality Page 65 52Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pro Forma Summaries -Repurpose INVESTMENT SUMMARY Repurpose at COOPERS' ROW INCOME & COST SUMMARY Property Overview Work-Lives Area:20,000 SF Total Per Sq. Ft.Retail Net Rentable:19,500 SF Development Costs Average Work-Lives Rent (Uninflated/Inflated $2.00 / $2.16 Due Diligence 50,000$ 1.27$ Average Retail Rent (Uninflated/Inflated):$2.50 / $2.70 Entitlement / A&E 1,000,000 25.32 Impact Fees 39,500 1.00 Disposition Assumptions Site Dev 500,000 12.66 Gross Sales Proceeds:$14,248,008 Work-Lives Const 2,500,000 63.29 Average Sales Price per Sq. Ft.:$361 Retail Const 2,437,500 61.71 Live-Works Disposition Cap Rate:6.50% Parking Const - - Retail Disposition Cap Rate:6.50% Specialty Const & TI 1,975,000 50.00 Cost Inflation 386,719 9.79 Sources of Funds for Development Indirect & Field / GC 1,559,434 39.48 Construction Loan $7,367,677 GC Fees 469,908 11.90 Equity 4,627,078 Management Fee 574,635 14.55 Total Sources of Funds $11,994,756 Construction Financing 502,060 12.71 Total Development Costs 11,994,756$ 303.66$ Construction Loan Loan-to-Cost:60.00% Work-Lives Operating Cash Flow Loan Proceeds:$7,367,677 Lease 518,291$ 13.12$ Interest Rate:6.00% Vacancy (20,732) (0.52) Loan Fee (%):1.50% Bad Debt (5,183) (0.13) Peak Loan Balance:$7,258,795 Operating Exp (147,713) (3.74) Land Lease - - Permanent Loan Net Proceeds from Retail 344,663$ 8.73$ Loan Amount:$9,924,715 Interest Rate:5.00% Retail Operating Cash Flow Debt Payment $53,373 Lease 631,667$ 15.99$ Debt Service Coverage:1.43 Vacancy (25,267) (0.64) Bad Debt (6,317) (0.16) Operating Exp (30,004) (0.76) Land Lease - - EXPECTED PROJECT RETURNS Net Proceeds from Retail 570,079$ 14.43$ Unleveraged IRR:12.9% Leveraged IRR:16.7% Sales Proceeds at Disposition Net Profit:$2,120,634 Office Sale 5,368,467 135.91$ Equity Multiple:1.5x Retail Sale 8,879,541 224.80 Broker Commission (284,960) (7.21) RETURN ON COST Net Proceeds from Sale 13,963,047$ 353.49$ Stabilized - Untrended:7.1% Stabilized - Trended:7.6% Permanent Financing 762,401$ 19.30$ Average Annual Income 276,522$ Net Profit 2,120,634$ 53.69$ Cash on Cash (Avg CF / Equity)6.0% Page 66 53Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Pro Forma Summaries -Residential 53Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga INVESTMENT SUMMARY 5/31/2021 Residence at COOPERS' ROW INCOME & COST SUMMARY Property Overview Unit Count:161 Units Total Per Unit Apartments Net Rentable:178,997 SF Development Costs Retail Net Rentable:6,000 SF Due Diligence 1,550,000$ 9,627$ Apts Average Unit Size:1,112 SF Entitlement / A&E 1,751,333 10,878 Average Rent PSF (Apts / Retail):$2.55 / $2.00 Impact Fees 4,055,000 25,186 Apts Avg Mo Rent (Uninflated/Inflated$2,839 / $3,183 Site Dev 3,745,082 23,261 Apts Const 25,059,580 155,650 Disposition Assumptions Retail Const 600,000 3,727 Gross Sales Proceeds:$79,242,390 Parking Const - - Average Sales Price per Door:$480,542 Specialty Const & TI 240,000 1,491 Apts Disposition Cap Rate:5.00% Cost Inflation 1,514,950 9,410 Retail Disposition Cap Rate:7.50% Indirect & Field / GC 6,195,464 38,481 GC Fees 2,070,504 12,860 Sources of Funds for Development Management Fee 2,462,206 15,293 Construction Loan $30,829,140 Construction Financing 2,212,668 13,743 Equity 20,627,648 Total Development Costs 51,456,788$ 319,607$ Total Sources of Funds $51,456,788 Apartment Operating Cash Flow Construction Loan Apartment Lease 6,150,095$ 38,199$ Loan-to-Cost:60.00% Vacancy (153,752) (955) Loan Proceeds:$30,829,140 Bad Debt (153,752) (955) Interest Rate:6.00% Apts Op Exp (2,044,907) (12,701) Loan Fee (%):1.50% Land Lease (1) (0) Peak Loan Balance:$30,373,537 Net Cash Flow From Operations 3,797,683$ 23,588$ Permanent Loan Retail Operating Cash Flow Loan Amount:$53,854,051 Retail Lease 161,481$ 1,003$ Interest Rate:5.00% Vacancy (6,459) (40) Debt Payment $293,962 Bad Debt (1,615) (10) Debt Service Coverage:1.12 Operating Exp (15,341) (95) Land Lease (0) (0) EXPECTED PROJECT RETURNS Net Proceeds from Retail 138,066$ 858$ Unleveraged IRR:25.3% Leveraged IRR:40.5% Sales Proceeds at Disposition Net Profit:$25,937,465 Apartment Sale 77,367,245$ 480,542$ Equity Multiple:2.3x Retail Sale 1,875,145 11,647 Broker Commission (1,584,848) (9,844) RETURN ON COST Net Proceeds from Sale 77,657,542$ 482,345$ Stabilized - Untrended:6.8% Stabilized - Trended:7.7% Permanent Financing 4,199,038$ 26,081$ Average Annual Income 422,707$ Net Profit 25,937,465$ 161,102$ Cash on Cash (Avg CF / Equity)2.0% Page 67 54Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga The hotel will be built when the hotel capital and finance markets recover from COVID -19 Pro Forma Summaries -Hotel INVESTMENT SUMMARY 5/31/2021 Hotel at COOPERS' ROW INCOME & COST SUMMARY Property Overview Key Count:80 Keys Total Per Unit Rentable Space / Avg Room:25,000 SF / 313 SF Development Costs Average ADR (Uninflated/Inflated $175 / $260 Due Diligence 50,000$ 625$ Stabilized Occupancy:65% Entitlement / A&E 2,500,000 31,250 Impact Fees 2,100,000 26,250 Disposition Assumptions Site Dev 1,500,000 18,750 Gross Sales Proceeds:$28,022,116 Hotel Const 11,175,000 139,688 Average Sales Price per Door:$350,276 Parking Const 1,080,000 13,500 Disposition Cap Rate:6.50% TI / FF&E 1,600,000 20,000 Cost Inflation 767,750 9,597 Sources of Funds for Development Indirect & Field / GC 3,071,000 38,388 Construction Loan $18,742,120 GC Fees 806,138 10,077 Equity 11,007,127 Management Fee 1,117,172 13,965 Total Sources of Funds $29,749,247 Construction Financing 3,982,188 49,777 Total Development Costs 29,749,247$ 371,866$ Construction Loan Loan-to-Cost:60.00% Hotel Operating Cash Flow Loan Proceeds:$18,742,120 Revenue 22,453,679$ 280,671$ Interest Rate:6.00% TOT Share 1,011,427 12,643 Loan Fee (%):2.00% Department Expenses (6,189,933) (77,374) Overhead Expenses (3,944,565) (49,307) Permanent Loan Fixed Charges (3,553,225) (44,415) Loan Amount:$19,108,367 Net Cash Flow From Operations 9,777,382$ 122,217$ Interest Rate:4.00% Debt Payment $95,770 Sales Proceeds at Disposition Debt Service Coverage:1.41 Hotel Sale 28,022,116$ 350,276$ Broker Commission (560,442) (7,006) EXPECTED PROJECT RETURNS Net Proceeds from Sale 27,461,674$ 343,271$ Unleveraged IRR:6.1% Leveraged IRR:5.1% Permanent Financing 3,856,637$ 48,208$ Net Profit:$3,633,172 Net Profit 3,633,172$ 45,415$ Equity Multiple:1.3x (0)$ RETURN ON COST Stabilized - Untrended:4.8% Stabilized - Trended:5.7% Average Annual Income 741,219$ Cash on Cash (Avg CF / Equity 11.0% The hotel will be built when the hotel capital and finance markets recover from COVID -19 Page 68 Pro Forma Summaries -Office 55Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Office market rents are anticipated to recover by start of construction; if they don’t, there is the option of more retail and/or live -work INVESTMENT SUMMARY 5/31/2021 Office at COOPERS' ROW INCOME & COST SUMMARY Project Terms Duration of Property Operations:2.8 yrs. Total Per Sq. Ft.Total Investment Duration:10.0 yrs. Development Costs Due Diligence 50,000$ 2.00$ Property Overview Entitlement / A&E 819,500 32.78 Office Net Leaseable:25,000 SF Impact Fees 175,000 7.00 NNN Lease Per Sq. Ft. (Unlevered):$2.50 Site Dev 500,000 20.00 NNN Lease Per Sq. Ft. (Levered):$2.96 Office Const 5,325,000 213.00 Parking Const 500,000 20.00 Disposition Assumptions TI 1,250,000 50.00 Gross Sales Proceeds:$12,658,788 Cost Inflation 963,537 38.54 Average Sales Price Per Sq. Ft.:$506 Indirect & Field / GC 1,703,356 68.13 Disposition Cap Rate:6.50% GC Fees 520,845 20.83 Management Fee 621,434 24.86 Sources of Funds for Development Construction Interest & Loan Fees 747,931 29.92 Construction Loan $8,175,134 Total Development Costs 13,176,603$ 527.06$ Equity 5,001,469 Total Sources of Funds $13,176,603 Office Operating Cash Flow Lease 2,332,669$ 93.31$ Construction Loan Vacancy - - Loan-to-Cost:60.00% Bad Debt - - Loan Proceeds:$7,427,203 Operating Exp (233,267) (9.33) Interest Rate:6.00% Land Lease - - Loan Fee (%):1.50% Net Proceeds from Retail 2,099,402$ 83.98$ Peak Loan Balance:$7,958,357 Sales Proceeds at Disposition Permanent Loan Office Sale 12,658,788 506.35$ Loan Amount:$8,433,148 Broker Commission (253,176) (10.13) Interest Rate:5.00% Net Proceeds from Sale 12,405,612$ 496.22$ Quarterly Debt Payment $138,097 Debt Service Coverage:1.45 Permanent Financing 1,281,244$ 51.25$ Net Profit 47,167$ 1.89$ RETURN ON COST ($0) Stabilized - Untrended:5.1% EXPECTED PROJECT RETURNS Stabilized - Trended:6.1% Unleveraged IRR:3.8% Average Annual Income 250,381$ Leveraged IRR:0.2% Cash on Cash (Avg CF / Equity)5.8% Net Profit:$47,167 Equity Multiple:1.0x Page 69 Pelican, Arteco and Greens are looking forward to working with Rancho Cucamonga City staff, decision makers, and the community to create an Historic, Winery Centric, Resort- inspired, Mixed Use Destination. Coopers’ Row Page 70 Attachment 3Page71 Page 72 Page 73 OFFICE HOTEL BANQUET HALL MAKER SPACE LIVE-WORKLIVE-WORK RETAIL & LIVING RETAIL & LIVING Page 74 WINERY BUILDINGS “The goal isn’t to live forever, the goal is to create something that will.” -Chuck Palahniuk Page 75 Page 76 “Give me a bowl of wine, in this I bury all unkindness.” Page 77 “Civilization begins with distillation.” –William Faulkner Page 78 Page 79 Page 80 Page 81 To complement the lifestyle retail created within the Filippi Winery’s buildings we propose creating housing opportunities in the form of bungalow cottages and live-work units. The purpose for creating these homes will be to provide workforce housing opportunities for COOPERS' ROW’s eatertainment and craft retail owners and employees, as well as local communities. Page 82 •Historical vibe •Timeless character •Spanish detailing •Native landscaping •Single-story massing •Connection to mixed use village •Access to community open space •Neighborhood courtyards •Cottages for local vendors, artist and shop keepers Page 83 COOPERS' ROW proposes residences in the form of Maker’s Spaces, Townhomes, and apartments over retail. Page 84 COOPERS' ROW lifestyle retail and residences will be complimented by hospitality and creative office opportunities. Boutique Hotel Banquet Hall Maker Space Class A Office BuildingCommonsEvent Retail w/LivingAbove Retail w/LivingAbove WineTasting Live-Work Townhomes LIVE, WORK, PLAY Page 85 Page 86 COOPERS' ROW Heritage, Lifestyle, Shelter, Thrive! Page 87 City of Rancho Cucamonga RFP Regina Winery Reuse Project A City of Rancho Cucamonga Request for Proposals for Regina Winery Reuse Project 12467 Base Line Road | Rancho Cucamonga Architecture + PlanningAttachment 4Page88 B City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 1 TABLE OF CONTENTS SECTION 12 Cover Letter SECTION 24 Partner Qualifications SECTION 360 Project Understanding SECTION 476 Appendix THE COMMONSRiverside, CAIntegrity Housing Page 89 2 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 3 high quality affordable housing integrated with comprehensive services, in addition to market rate apartments that support a safe, stable, and thriving community. An important community anchor will be the CORE Village, integrating office uses with learning + development as part of a CORE Academy, a regional center for learning about affordable housing, space for community-based workshops, and flexible job training. This unique approach to adaptive reuse enriches a broader housing eco-system and provides a model for a learning- integrated neighborhood. Our extraordinary team is deeply committed to and has a long history of being engaged as an integral part of the community. We will work closely with the City, neighborhood stakeholders, and residents to ensure that we address community needs and explore all financing opportunities to coordinate public and private investment, stimulate economic benefit, invigorate neighborhood vitality and achieve a high quality of life for existing and future residents. In presenting our development concept our hope is to demonstrate our work ethic, qualifications, mutual culture, and desire to achieve shared objectives. We think you will find that our Team is uniquely qualified to meet the full breadth of the City’s goals. We truly appreciate the opportunity to present our proposal and look forward to an invitation to meet with you and present our concept in greater detail. Sincerely, Michael Ruane Jerry Tessier Brian Bush Executive Vice President President Vice President of National CORE Arteco Partners Acquisitions Pacific Frontier June 3, 2021 City of Rancho Cucamonga Attention: Lori Sassoon, Deputy City Manager + David Eoff, Senior Planner 10500 Civic Center Drive Rancho Cucamonga, CA 91730 RE: RFP Regina Winery Reuse Project Dear Ms. Sassoon and Mr. Eoff, It is with great pleasure that our team submits this proposal in response to the City of Rancho Cucamonga’s Request for Proposals referenced above. Our collaboration with Arteco Partners and Pacific Frontier offers the City an extraordinary team of developers as partners. We bring extensive experience, local knowledge, and an enormously successful and diverse resumé of award-winning communities to this collaboration as we present our qualifications for your consideration. The importance of the Regina Winery (aka J. Filippi Winery) as a marker of the history and culture of the Cucamonga Valley and the City of Rancho Cucamonga presents a unique opportunity today to preserve its character, while drawing the broader community to a new creative, educational, and domestic place in the city. Within this Proposal, our seasoned team of partners shares a vision for adaptive reuse, a learning laboratory, a diversity of housing opportunities, and supporting community uses that will enhance the quality of life for visitors, employees, and residents in a new mixed-use neighborhood at the Regina Winery. Our partners for the Regina Winery Reuse Project bring an extensive track record of collaboration on public and private developments, strong working relationships among team members, and a long history of successfully working in partnership with the City of Rancho Cucamonga. Our team members include: National Community Renaissance is a 501(c)(3) non-profit community builder, a leader in constructing sustainable developments that leverage community resources to combine quality housing with life-enhancing social services, serving approximately 30,000 residents as developer, owner, and operator. National CORE is also a service provider through its sister non- profit Hope through Housing Foundation. National CORE will serve as lead developer, general contractor and manager of the affordable apartment homes and CORE Village featuring CORE Academy and CORE’s corporate headquarters. Arteco Partners is an innovative “re-developer,” focusing on constructing creative communities through adaptive reuse of historic structures and infill development in mixed-use downtown neighborhoods throughout inland southern California. Since 1992, Arteco’s family-owned company has renovated more than 25 historic structures and several new buildings totaling more than 800,000 square feet. Arteco will serve as co-developer, as well as general contractor and manager of the live-work studios/ flex space which will be created through the adaptive reuse of the existing Winery Building. Pacific Frontier is a collaboration between two of the Inland Empire’s largest and most respected privately held development companies. With a trusted reputation for quality and execution, Pacific Frontier utilizes its over five decades of land acquisition, forward planning, and development expertise to acquire and develop new opportunities from private ownership, joint ventures, public-private partnerships, and ground leases. Pacific Frontier will serve as co-developer as well as general contractor and manager of the market-rate apartment homes. Our Development team has also selected several respected and experienced consultants to lead the planning and design efforts. Peter Pitassi, AIA, LEED AP of Pitassi Architects, Inc (PAI) will serve as design and planning consultant to the developers contributing a unique knowledge of and history of the winery and the site itself. A practicing architect whose firm has been in Rancho Cucamonga since 1986, Peter is ideally positioned to collaborate with the City and Joseph Filippi, owner of the J. Filippi Winery. Peter has been thoroughly involved with the Regina Winery since the early 1990’s providing architectural services to the City and, starting in the early 2000’s, to the J. Filippi Winery. He created a master plan of the entire site for the Winery which established the development potential of the property. In addition, he provided services to the City of Rancho Cucamonga coordinating seismic upgrades, fire sprinkler design, roof replacement, and exiting, accessibility, and code compliance of the existing building. Altogether, he brings over 40 years of extensive experience and knowledge as a planner, designer, architect, project manager, and developer to this project. KTGY is an award winning and industry leading full-service architecture, branding, and planning firm focused on residential and mixed-use developments and neighborhood revitalization. Principal in charge will be Keith Labus, AIA, LEED AP who will lead KTGY’s architects, designers, and planners. The firm combines big picture opportunities, leading-edge sustainable practices, and impeccable design standards to create memorable destinations of enduring value across the globe. Our all-inclusive development and planning team understands and shares the importance of enhancing community in Rancho Cucamonga. We will develop a groundbreaking mixed-use neighborhood that breathes new life into the Regina Winery – portions of the existing historical structure will be preserved, enhanced, and transformed into community-serving retail, artist live-work lofts, and event space. Complementary uses will include COVER LETTER Page 90 4 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 5 2PARTNER QUALIFICATIONS Page 91 6 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 7 Collaborating with the City of Rancho Cucamonga, Pete Pitassi will lead a dynamic team of experienced and highly qualified developers to realize the City’s vision for the Regina Winery site. The development team will be headed by National Community Renaissance (National CORE) as lead developer followed by Arteco Partners and Pacific Frontier as co-developers. Each entity will be responsible for their own assets within the site including general contracting and property management. As co-developers, each organization brings a myriad of strengths to the project. Arteco’s expertise in adaptive reuse paired with Pacific Frontier’s demonstrated experience in single- family and mixed-use projects provide an unparalleled partnership for the site’s market rate and associated flex spaces. National CORE’s breadth of experience constructing and managing well- designed, well-maintained communities has catapulted the organization as a premiere player in the affordable housing industry. Together, the team’s experience and vision for this site will result in an enriched ecosystem to revitalize the Regina Winery. National CORE, Arteco, and Pacific Frontier will collaborate with KTGY, a full- service architecture, branding, interior, and planning firm to develop a design concept that will enhance the history of the Regina Winery campus, while ensuring consistency with City and State Codes. In addition, Pitassi Architects will bring a long history and knowledge of the site to ensure the heritage and culture remains a cornerstone of future plans while spearheading its revitalization potential. Through this partnership, the development team is well-equipped to deliver a vibrant and resilient mixed-use campus within Rancho Cucamonga that will provide housing, retail, employment and learning opportunities. An organization chart showing the partnership structure is shown on the following page. Development Team Overview Organization Chart CO-DEVELOPER ASSOCIATIVE FLEX SPACE LIVE/WORK UNITS CO-DEVELOPER MARKET RATE HOUSING Architecture + Planning LEAD ARCHITECT PETER PITASSI PROJECT EXECUTIVE REGINA WINERY, LLC TO-BE-FORMED CITY OF RANCHO CUCAMONGA LEAD DEVELOPER CORE ACADEMY CORPORATE HEADQUARTERS AFFORDABLE HOUSING Page 92 8 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 9 National CORE is a vertically integrated company with in-house construction, property management, asset management, compliance, accounting and social programs/ services departments. Our company has experienced staff capacity in development, construction management, property management, capital improvements, social services, and is a licensed general contractor. This “in-house” structure allows for strict quality control and cost-savings in all facets of our business. National CORE’s philosophy is to not only develop and maintain high-quality affordable housing, but to go well beyond the sticks and mortar of a project and create vibrant communities that are safe and nurturing environments for our residents. To achieve this, our sister nonprofit organization, Hope through Housing Foundation (HTHF), functions as an affiliate to National CORE providing on-site social services available to residents living in all our developments. HTHF has consistently demonstrated its capacity to launch and develop high quality programs focused on developmental, educational, social, health, and workforce opportunities for children, youth, and families served living in and around our communities. National CORE has been honored with 46 national awards, as well as 17 regional and 65 local recognitions, including being honored by the National Association of Homebuilders as the Nation’s Top Family Housing Developer in 2004, The Best Affordable Housing Community in 2010 for its Villaggio property on Route 66, and Outstanding Resident Program in 2011 through Hope Through Housing. BUSINESS NAME National Community Renaissance AUTHORIZED SIGNATORY Michael Ruane (909) 204-3451 mruane@nationalcore.org LOCATION 9421 Haven Avenue Rancho Cucamonga, CA 91730 P: (909) 483-2444 F: (909) 483-2448 WEBSITE www.nationalcore.org LEGAL ENTITY Non-Profit Corporation YEARS IN BUSINESS 29 Years; Founded in 1992 RELATED PRIOR BUSINESS NAMES Southern California Housing Development Corporation FIRM PROFILE For almost 30 years, National CORE has been a leader in constructing sustainable developments that leverage community resources to combine quality housing with life-enhancing social services. National CORE will be the lead development entity and master developer for the Regina Winery reuse project. Headquartered in Rancho Cucamonga, National Community Renaissance of California (National CORE) was established in 1992 as a 501(c) (3) non- profit public benefit corporation. Starting with just 248 affordable homes, the company’s portfolio has grown over the past two decades to include over 9,000 homes in four states, 7,500 units of which are located in Southern California. National CORE currently serves roughly 27,000 residents and is the developer, owner, operator, and services provider for all our properties, thus ensuring long-term affordability as well as the maintenance of high-quality affordable communities. With each development, National CORE is committed to our CORE values: Community We build and operate great communities where our residents and neighbors can thrive. Optimism We believe in the ability of people to strive for better lives, and we help provide them with the means to achieve their dreams. Respect We serve our residents, employees and partners with utmost respect. Excellence We strive for the highest standards in design, construction, property management, and customer and social service recognizing that we have a fiduciary responsibility to our residents, employees and partners. PARTNER QUALIFICATIONS NATIONAL CORE National CORE Page 93 10 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 11 PARTNER QUALIFICATIONS NATIONAL CORE Personnel STEVE PONTELL PRESIDENT AND CEO Mr. PonTell is the Chief Executive Officer and President of National CORE, a national nonprofit housing firm with more than 9,000 apartments under its ownership and management throughout Arkansas, California, Florida, and Texas. Mr. PonTell, with a track record of success in organizational development, is improving National CORE’s in- house model that guarantees superior quality control and results. He is building on the organization’s demonstrated capacity to build on its successes through prudent financial management and a holistic approach to building and preserving affordable housing. Prior to leading National CORE, Mr. PonTell founded the La Jolla Institute in 1996, a California based, nonprofit think tank. While at La Jolla Institute, Mr. PonTell was vigorously involved in “Pioneering the New Community”. The La Jolla Institute worked on major research projects ranging from studying critical community indicators in San Bernardino County to bringing together four counties: Los Angeles, San Bernardino, Riverside, and Orange County with the four Corners Coalition. In addition, he has served as a strategic consultant to both corporations and communities helping them to adapt to changes impacting the economy and the workplace. Mr. PonTell’s clients included the County of San Bernardino; The Four Corners Coalition; and the Ventura Auto Center. Mr. PonTell has an MBA from the Claremont Graduate School Drucker Center, and he holds a Bachelor of Science degree in City and Regional Planning from California Polytechnic State University. MICHAEL RUANE EXECUTIVE VICE PRESIDENT Michael M. Ruane, National CORE’s Executive Vice President, leads the development of program and business strategies for the organization and is responsible for overseeing all operating departments. Previously, Mr. Ruane served in a variety of leadership positions in Orange County, including Chief of Strategy and Public Affairs of CalOptima, Executive Director of the Children and Families Commission, Assistant County Chief Executive Officer and Director of the Environmental Management Agency. Mr. Ruane is a graduate of the University of California, Irvine, and earned a master’s degree from the UCLA Graduate School of Architecture and Urban Planning. Mr. Ruane is the Immediate Past Chair of the Orange County/Inland Empire District Council of the Urban Land Institute and was the Jury Chair for the 2016 HUD Innovation in Affordable Housing national design and planning competition. CHRISTOPHER KILLIAN SENIOR VICE PRESIDENT OF CONSTRUCTION Christopher Killian joined the National CORE team in 2004. Mr. Killian holds over ten years of experience in the construction industry and is responsible for building $80 million worth of construction projects over the past seven years. Prior to joining National CORE, Mr. Killian spent one and a half years with the Fontana Unified School District as a Project Manager where he was responsible for coordinating the infrastructure and installation of modular facilities. In this capacity, he skillfully managed an additional $103 million in school projects. Mr. Killian is a graduate of the University of Redlands where he earned a Bachelor of Science in Business Administration. ASHLEY WRIGHT SENIOR VICE PRESIDENT Mr. Wright has more than 20 years of experience in real estate finance, housing, and development. His knowledge includes entitlement and development of multifamily rental housing, for sale housing and commercial properties. Mr. Wright is proficient with numerous market-rate and affordable housing financing sources such as low-income housing tax credits, various state and federal programs, tax-exempt bonds, tax increment financing, private equity, and conventional financing. Mr. Wright received his bachelor’s degree from Cal Poly Pomona and is a California- licensed real estate agent. ALEXA WASHBURN SENIOR VICE PRESIDENT OF ACQUISITIONS AND PLANNING Ms. Washburn has over 17 years of experience in land use planning and community development with a specialization in redevelopment/infill/transit-oriented development plans and Housing Elements/affordable housing strategies. As a private consultant and as a public agency program manager, Alexa has managed, prepared, and implemented a variety of urban planning and design projects including general, community, master, revitalization, downtown, and specific plans, corridor studies, housing elements, development entitlements, and sustainability strategies throughout California. Her projects have been recognized with nine awards from the American Planning Association and Southern California Association of Governments including the Artesia Boulevard Corridor Specific Plan, Downtown Downey Specific Plan, Station Square Transit Village Specific Plan, The Shoppes at Chino Hills Specific Plan, and over 25 Housing Elements. Her in- depth understanding of progressive land use, policy and implementation strategies effectively enhance the feasibility, livability, and sustainability of plans and communities. Alexa holds a master’s degree in Public Policy and Administration and Bachelor’s Degrees in Geography and Urban Studies. LESLEY HAMPTON VICE PRESIDENT OF PROJECT DEVELOPMENT Ms. Hampton holds an MBA degree from the University of California, Irvine and a B.A. degree from the University of California, San Diego. She joined National CORE in 2003 as a financial analyst and transitioned to project management in 2005. Prior to joining National CORE, she worked with the Orlando Housing Authority as chief accountant for several years. Ms. Hampton’ professional experience also includes banking and working as controller for a non-profit organization. She is experienced with numerous affordable housing financing sources such as low-income housing tax credits, HOME, CDBG, HOPWA, AHP, housing set-aside funds, MHP, tax-exempt bonds and conventional financing. Page 94 12 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 13 PARTNER QUALIFICATIONS NATIONAL CORE DAN LORRAINE SENIOR VICE PRESIDENT OF PROPERTY MANAGEMENT Daniel W. Lorraine joined National Community Renaissance in 2014 as senior vice president of property management. Previously, Dan was senior vice president of property management at the Community Builders in Boston, overseeing a division responsible for managing nearly 9,000 units across fourteen states and the District of Columbia. At Community Builders, he led a cutting-edge division that thrived in difficult markets and managed complex properties. He joined the company in 2008 after six years as regional manager for Trans World Entertainment Corp. in Albany, N.Y. He also spent 18 years in management positions for Woonsocket, R.I.-based CVS/Pharmacy. TIM KOHUT, AIA DIRECTOR OF SUSTAINABLE DESIGN Joining National CORE in 2017, Tim works closely with the development and construction teams to understand and implement energy efficiency strategies and standards that lead towards the State’s Zero Net Energy targets. He is a Certified Energy Analyst (CEA), Home Energy Rating System (HERS) Rater, and Building Performance Institute (BPI) Certified Energy Analyst. He combines his architectural, energy modeling, diagnostic skills, with his knowledge of construction to identify pathways for increasing energy efficiency without driving up costs. He has spent more than 20 years designing, building, and consulting on affordable housing projects throughout Southern California, and he has been involved in the design and construction of more than 1500 units of high-performance multi-family housing. He was coordinating architect for the first affordable housing project in Southern California to install a photovoltaic system (Hart Village, 2003) Principal Architect for the first multi-family housing project to achieve LEED for Homes Platinum level certification in Southern California (Casa Dominguez, 2009), the first commercial scale project to include a gray water irrigation system in Los Angeles County (Casa Dominguez, 2009), and the first project in Southern California to install a gray water system for indoor water reuse (Cedar Springs, 2016). Additionally, Tim is a Certified Access Specialist (CASp), and helped craft the Los Angeles Community Development Commission’s Universal Design Standards (used in all affordable housing projects), and the California Tax Credit Allocation Committee’s “Enhanced Accessibility Standards”. He has presented locally and nationally on issues of energy efficiency and accessibility. Tim teaches classes focusing on sustainability and sustainable architecture at Woodbury, USC, and Cal Poly Pomona. GREGORY (GREG) BRADBARD PRESIDENT, HOPE THROUGH HOUSING FOUNDATION Gregory (Greg) Bradbard, President of the Hope through Housing Foundation and National CORE’s Senior Vice President of Strategic Partnerships has more than 20 years of experience as a community leader and fundraiser throughout Southern California. Prior to joining Hope through Housing and National CORE, Greg served as President and Chief Executive Officer of the Inland Empire United Way (IEUW). Under his leadership, IEUW increased its community impact by launching several new programs to improve youth and family self-sufficiency. Greg holds a B.A. in Psychology and Social Behavior from UC Irvine, and past roles have included serving as the Executive Director for Court Appointed Special Advocates (CASA) of Orange County, Executive Director for the Irvine Public Schools Foundation, and Director of Development for Families Forward. Page 95 14 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 15 PARTNER QUALIFICATIONS NATIONAL CORE TABLE 1: TAX CREDIT DEVELOPMENTS Development Name and Location Year Completed Number of Units Project Type VISTA VERDE, Ontario, CA 2021 101 New Construction, Family DAY CREEK VILLAS, Rancho Cucamonga, CA 2020 140 New Construction, Senior SAN YSIDRO VILLAGE, San Diego, CA 2020 51 New Construction, Senior/Special Needs VISTA GRANDE COURT, Glendale, CA 2019 66 New Construction, Family ENCANTO VILLAGE, San Diego, CA 2019 66 New Construction, Family/Special Needs OAKCREST HEIGHTS, Yorba Linda, CA 2018 54 New Construction, Family/Special Needs VISTA DEL PUENTE, San Diego, CA 2018 52 New Construction, Family/Special Needs MISSION COVE II, Oceanside, CA 2017 60 New Construction, Special Needs THREE OAKS, Santa Clarita, CA 2017 54 New Construction, Family OLIVE MEADOW, San Bernardino, CA 2017 30 New Construction, Family OAKCREST TERRACE, Yorba Linda, CA 2017 62 New Construction, Family MISSION COVE II, Oceanside, CA 2017 60 New Construction, Family/Special Needs MISSION COVE I, Oceanside, CA 2017 90 New Construction, Special Needs VALENCIA VISTA, San Bernardino, CA 2016 76 New Construction, Family MARV'S PLACE, Pasadena, CA 2016 20 New Construction, Special Needs THE VIEW, Downey, CA 2014 50 New Construction, Family SAN EMI, Montclair, CA 2014 18 New Construction, Special Needs DUMOSA SENIOR VILLAGE, Yucca Valley, CA 2014 75 New Construction, Senior WESTLAKE VILLAGE II, San Marcos, CA 2014 57 New Construction, Family WESTLAKE VILLAGE I, San Marcos, CA 2013 49 New Construction, Family ALTA VISTA, Los Angeles, CA 2012 60 New Construction, Family ENCANTO COURT, Los Angeles, CA 2012 62 New Construction, Senior JUNIPER SENIOR VILLAGE, Escondido, CA 2011 61 New Construction, Senior VISTA DEL CIELO, Montclair, CA 2011 50 New Construction, Family RIVER CANYON, Cathedral City, CA 2010 60 New Construction, Family SAN MARINO, Montclair, CA 2010 85 New Construction, Senior SUMMER TERRACE, Palmdale, CA 2009 80 New Construction, Senior VILLA PLUMOSA, Yorba Linda, CA 2009 76 Acquisition/Rehabilitation, Family VISTA DUNES, La Quinta, CA 2008 80 New Construction, Family SAN ANTONIO VISTA, Montclair, CA 2007 75 New Construction, Family TALMADGE SENIOR VILLAGE, San Diego, CA 2006 91 New Construction, Senior FOUNTAINS AT SIERRA, Fontana, CA 2005 93 New Construction, Senior VILLAGE AT SIERRA, Fontana, CA 2003 108 New Construction, Senior IMPRESSIONS, Victorville, CA 2003 100 New Construction, Family PASEO DEL ORO, San Marcos, CA 2002 120 New Construction, Family CORONA DE ORO, Corona, CA 2001 72 Acquisition/Rehabilitation, Family CROSSINGS, Rialto, CA 2000 100 New Construction, Family With nearly 9,000 units under management NCRC (and its affiliates) is one of the largest national nonprofit affordable housing developers serving nearly 30,000 residents in over 88 developments in California, Texas, and Florida. To date NCRC has secured more than $1 billion in low-income housing tax credit equity, nearly $1 billion of tax- exempt bond allocation and over $400M of public agency subsidy. Financing for all our communities is obtained by our in-house project development and finance staff. All funding applications are prepared in- house as well as financial feasibility analysis to determine the appropriate funding sources to develop each project. CORE has extensive experience with the regulations and process required to secure available affordable housing funding sources and has been very successful in competing for and securing funding for 28 years, as demonstrated in our financial history below. Additionally, NCRC has received funds through a variety of other sources, including: • HOME from States, Counties & Cities • Community Development Block Grants (CDBG) • Redevelopment Agency Housing set-aside • California Department of Housing and Community Development MHP • California Department of Housing and Community Development VHHP • FHLB Affordable Housing Program (AHP) • Affordable Housing Sustainable Communities (AHSC) Program • CalHFA MHSA • No Place Like Home (NPLH) • HUD Section 202, 811, 221(d)4, 223(f) • Section 8 Project Based Vouchers / RAD Vouchers / VASH Vouchers • Dignity Health housing capital • Inland Empire Health Plan rental subsidy NCRC is very experienced in preparing financial projections and structuring each properties’ unique capital stack utilizing a variety of funding sources to strategically position a proposed development until it is fully funded. Our long term and multiple deal relationships with various public and private financial partners give us access to external capital resources that can be committed to the proposed project. Specifically, the trust and open communication we share with our private equity and debt partners as well as local, state, and federal agencies allow us to structure even the most complex deals effectively with a diversity of products and services. NCRC maintains a $12 million revolving line of credit with Citizen’s Business Bank to provide pre- development funding for its project pipeline. Supporting our efforts are established relationships with construction and permanent lenders, which include: • Wells Fargo • CalHFA • Chase Bank • Citibank • US Bank • Bank of America • Pacific Western Bank • Union Bank • BBVA Compass • Bank of the West Relationships with tax credit equity syndicators and direct investors include: • Bank of America • Raymond James • Hudson Capital • Union Bank • Boston Capital • WNC • Wells Fargo • Redstone Capital • RBC With the combination of these funding sources, NCRC has built or rehabilitated 8,200 rental units throughout Southern California. With a book value of nearly $1 billion, this portfolio includes more than 60 low-income housing tax credit financed communities. Financial Capacity and Experience Page 96 16 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 17 PARTNER QUALIFICATIONS NATIONAL CORE BANKRUPTCY STATEMENT With assets of nearly $1 billion, National Community Renaissance of California (NCRC) is the guarantor of all recourse debt utilized for acquisition, development, and construction financing. NCRC also provides all project-related guaranties for construction completion, development deficits, operating deficits, and tax credit delivery/recapture. Table 2. Developments with Federal Funding TABLE 2. DEVELOPMENTS WITH FEDERAL FUNDING Development Name and Location Year Completed Number of Units Federal Funding Type CRESTVIEW TERRACE, San Bernardino 2022 184 RAD PBV; HOME funds DAY CREEK VILLAS, Rancho Cucamonga 2020 140 Project Based Vouchers (PBV) VISTA GRANDE COURT, Glendale, CA 2020 66 CDBG funds ENCANTO VILLAGE, San Diego, CA 2020 66 VASH Vouchers VISTA DEL PUENTE, San Diego, CA 2018 52 Project Based Vouchers THREE OAKS, Santa Clarita, CA 2017 30 CDBG Funds OLIVE MEADOW, San Bernardino, CA 2017 62 HUD RAD PBV; HOME funds MISSION COVE I, Oceanside, CA 2017 90 HOME funds VALENCIA VISTA, San Bernardino, CA 2016 76 HUD RAD PBV; HOME; FHA 221(d)(4) Loan THE VIEW, Downey, CA 2014 50 HOME funds SAN EMI, Montclair, CA 2014 18 HUD 811; AHP DUMOSA SENIOR VILLAGE, Yucca Valley, CA 2014 75 HOME funds; USDA 538 Permanent Loan ALTA VISTA, Los Angeles, CA 2012 60 HOME funds ENCANTO COURT, Los Angeles, CA 2012 62 HOME funds SIGNATURE AT FAIRFIELD, Fairfield, CA 2012 93 HOME funds JUNIPER SENIOR VILLAGE, Escondido, CA 2011 61 HOME funds VISTA DEL CIELO, Montclair, CA 2011 50 HOME funds RIVER CANYON, Cathedral City, CA 2010 60 HOME funds SAN MARINO, Montclair, CA 2010 85 HUD 202 RANCHO VERDE EAST, Rancho Cucamonga, CA 2009 40 HOME funds SUMMER TERRACE, Palmdale, CA 2009 80 HOME funds CITRUS GROVE, Rialto, CA 2008 152 HOME funds SAN ANTONIO VISTA, Montclair, CA 2007 75 HOME funds CLARK MANOR, Downey, CA 2004 41 HOME funds LITTLE LAKE VILLAGE, Santa Fe Springs, CA 2003 144 HOME funds OAKS ON FLORENCE, Bell, CA 2003 63 HOME funds HERITAGE POINTE, Rancho Cucamonga, CA 2003 49 HOME funds IMPRESSIONS, Victorville, CA 2003 100 HOME funds PASEO DEL ORO, San Marcos, CA 2002 120 HOME funds; HOPWA Loan SUMMERIDGE, Fallbrook, CA 2002 96 HOME funds SIERRA VISTA, San Marcos, CA 2001 192 HOME funds; HOPWA Loan CORONA DE ORO, Corona, CA 2001 72 HOME funds CROSSINGS, Rialto, CA 2000 100 HOME funds VISTA GRANDE COURT 1116 SONORA AVENUE • GLENDALE, CA Reference: Mike Fortney, Senior Housing Project Manager 818-548-4844 mfortney@glendaleca.gov Start Date: 2016 Completion Date: 2020 National Community Renaissance, in partnership with LINC Housing, is co-developer and general contractor for Vista Grande Court, a 66-unit apartment community for seniors earning between 30 and 60 percent of the area median income. With its Spanish Colonial style architecture, this stunning community was designed to be pedestrian-friendly and is linked by a series of paseos, plazas and courtyards. With a walk score of 81, this community is conveniently located near restaurants, grocery stores, pharmacies, retail, parks, and entertainment. National CORE and LINC Housing are committed to creating sustainable and resource-efficient communities and designed Vista Grande Court for LEED Silver Certification. The community features a large resident community center, community garden, outdoor fireplace, BBQ area, and resident computer room. Vista Grande Court opened its doors in 2020. OAKCREST HEIGHTS 22744 EAST PARK DRIVE • YORBA LINDA, CA Reference: Pamela Stoker, Economic Development Manager 714-961-7105 pstoker@yorba-linda.org Start Date: 2017 Completion Date: 2019 National Community Renaissance is the owner, developer, general contractor, property manager and service provider for Oakcrest Heights, the company’s second affordable housing development in Yorba Linda. The community of Oakcrest Heights features 54 beautiful apartment homes for low-income families, of which 14 units are set aside through the Mental Health Services Act (MHSA). Onsite, the community features a 4,300 square foot community center that serves as a preschool and a hub for services to residents and the surrounding community. Oakcrest Heights, with its stunning American farmhouse/ ranch style and LEED Gold Certification, provides residents with a high-quality, safe, healthy, and sustainable community. With a walkability score of 87, Oakcrest Heights is located near public transit, restaurants, grocery stores, schools, parks and more. Oakcrest Heights was completed in 2019. References Page 97 18 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 19 PARTNER QUALIFICATIONS NATIONAL CORE VISTA DE LA SIERRA 111253 PIERCE STREET • RIVERSIDE, CA Reference: Jeffrey McLaughlin, Housing Authority 951.826.5189 jmclaughlin@riversideca.gov Start Date: 2022 Completion Date: 2024 National Community Renaissance is the owner, developer, general contractor, and will serve as the on-site property manager and supportive service provider for Vista de La Sierra. Vista de La Sierra will provide 80 beautiful apartment homes for families and special needs households with income qualifying maximums at various set asides ranging from 30 to 60 percent of applicable area median income (AMI). The property is conveniently located in the beautiful La Sierra community of southern Riverside and within walking distance of restaurants, grocery stores, pharmacies, coffee shops, and parks. Amenities for this stunning community will include private balconies and patios, a swimming pool, BBQ area and activity lawn, and a community room to serve as a hub for resident activities. Supportive services onsite will be tailored to meet the needs of future residents upon its completion in 2024. Page 98 20 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 21 PARTNER QUALIFICATIONS ARTECO PARTNERS Arteco Partners is a community-minded builder and innovative operator of adaptive-reuse, mixed-use, special event venues, and cultural arts projects in inland Southern California. Based in downtown Pomona, and led by brothers Jerry and Ed Tessier, Arteco’s development approach and management expertise thrives in pedestrian-scale, mixed-use, and historic and cultural environments. Arteco Partners often works in public- private partnership with municipal agencies (often with a long-term lease) and with non-profit educational, arts, and historic preservation organizations. Arteco (an amalgam of Art and Ecology) was founded on the principle to repurpose and reuse existing buildings in transit-adjacent, walkable downtowns in the Inland Empire. As such, Arteco has renovated and repositioned over 800,000 ft.² of historic buildings (more than 25 buildings), many of which have local, state or national designations. Arteco has been selected by several government entities to “save” historic landmarks and develop cultural attractions. Arteco also operates multiple entertainment venue locations and each one has integrated community-based non-profit programming. Additionally, Arteco started a Culinary Concept division in 2017, which specializes in food hall development and programming with projects in Riverside (2018), Temecula (2019) and Redlands Public Market is commencing construction shortly and will open in Summer 2022. The Tessier family donates over 40,000 sf to arts and educational nonprofits and through its philanthropy and pro-bono services supports many local Pomona- based nonprofits, most notably the 750-student charter School of Arts and Enterprise co-founded by the Tessier family in 2003. Arteco has worked with numerous local educational and arts organizations, in addition to operating its own 4,000 square foot non-profit, community art exhibition space, the Progress Gallery. Arteco’s long-term sustainability goal is to construct only “carbon neutral” projects by 2030 and facilitate a fossil fuel-free future. Short term, Arteco will install 1,000 solar panels on all its buildings by 2025, and has reached 25% of that goal. Arteco Partners is solely owned by principals Ed and Jerry Tessier and each project is owned by a special purpose company. Arteco Partners utilizes KMA Construction, owned by Jerry Tessier, for general contracting construction. Arteco Partners utilizes Arteco Management, owned and operated by Alejandra Tessier, for property management services. Arteco Partners Personnel JERRY TESSIER PRESIDENT As President and Principal of Arteco Partners, the real estate development company he founded in 2001, Mr. Tessier is responsible for all development functions including acquisitions, entitlements, financing, construction, marketing and management. Jerry received his bachelor’s degree with cum laude honors from Claremont McKenna College in Claremont, CA and received his Masters in Business Administration from the Texas Graduate School of Management in 1999 while serving as a Rotary Foundation Ambassadorial Scholar. He has worked in real estate and construction over the past 20 years, including positions in construction management, property management, leasing, financial management, and project management. Prior to forming Arteco Partners, he served as President of Jeved Management in Pomona, actively running adaptive-reuse construction projects and property management for his family-owned firm. He was the Founding President of the Downtown Pomona Owner’s Association, which manages a 42-block BID. He has served as a member of the Pomona Rotary Club, a Board member of the Boys and Girls Club of Pomona Valley, Commissioner on the Pomona Historic Commission, and was active in facilitating the development and construction of the School of Arts and Enterprise and the Cal Poly Pomona Downtown Center in Pomona, CA. Mr. Tessier was born and raised in Claremont and currently resides in Pomona with his wife, Nancy, and his two children. ED TESSIER VICE PRESIDENT Mr. Tessier's career has focused on urban revitalization, education and the arts. In downtown Pomona, he co-founded the Pomona Arts Colony, a bustling neighborhood of artists, galleries, restaurants and university projects. In the process he assembled unique partnerships with educational, non-profit, and public agencies. Ed is a quadraplegic, and has been a leader in the disability community. and headed the non-profit consultancy firm, Design for Independence. 9 MICHAEL DIEDEN PRESIDENT CREATIVE HOUSING ASSOCIATES relevant projects Arteco Partners is a community-minded builder and innovative operator of adaptive-reuse, mixed-use, special event venues, and cultural arts projects in inland Southern California. Based in downtown Pomona, and led by brothers Jerry and Ed Tessier, Arteco’s development approach and management expertise thrives in pedestrian-scale, mixed-use, and historic and cultural environments. Arteco Partners often works in public-private partnership with municipal agencies (often with a long-term lease) and with non-profit educational, arts, and historic preservation organizations. Arteco (an amalgam of Art and Ecology) was founded on the principle to repurpose and reuse existing buildings in transit-adjacent, walkable downtowns in the Inland Empire. As such, Arteco has renovated and re-positioned over 500,000 sf of historic buildings (more than 30 buildings), many of which have local, state or national designations. Arteco has been selected by several government entities to “save” historic landmarks and develop cultural developments. Arteco also operates multiple entertainment venue locations and each one has integrated community-based non-profit programming. Additionally, Arteco started a Culinary Concept division in 2017, which specalices in food hall development and programming with projects in Riverside (2018), Temecula (2019) and Redlands Public Market is commencing construction shortly and will open in Summer 2022. The Tessier family donates over 40,000 sf to arts and educational nonprofits and through its philanthropy and pro-bono services supports many local Pomona- based nonprofits, most notably the 700-student charter School of Arts & Enterprise co-founded by the Tessier family in 2007. Arteco has worked with numerous local educational and arts organizations, in addition to operating its own 4,000 square foot non-profit, community art exhibition space, the Progress Gallery. Arteco’s long-term sustainability goal is to construct only “carbon neutral” projects by 2030 and facilitate a fossil fuel-free future. Short term, Arteco will install 1,000 solar panels on all buildings by 2025, and are currently 25% towards that goal. Arteco Partners is solely owned by principals Ed and Jerry Tessier and each project is owned by a special purpose company. Arteco Partners utilizes KMA Construction, owned by Jerry Tessier, for general contracting construction. Arteco Partners utilizes Arteco Management, owned and operated by Alejandra Tessier, for property management services. JERRY TESSIER PRESIDENT As President and Principal of Arteco Partners, the real estate development company he founded in 2001, Mr. Tessier is responsible for all development functions including acquisitions, entitlements, financing, construction, marketing and management. Jerry received his bachelor’s degree with cum laude honors from Claremont McKenna College in Claremont, CA and received his Masters in Business Administration from the Texas Graduate School of Management in 1999 while serving as a Rotary Foundation Ambassadorial Scholar. He has worked in real estate and construction over the past 20 years, including positions in construction management, property management, leasing, financial management, and project management. Prior to forming Arteco Partners, he served as President of Jeved Management in Pomona, actively running adaptive-reuse construction projects and property management for his family-owned firm. He was the Founding President of the Downtown Pomona Owner’s Association, which manages a 42-block BID. He has served as a member of the Pomona Rotary Club, a Board member of the Boys and Girls Club of Pomona Valley, Commissioner on the Pomona Historic Commission, and was active in facilitating the development and construction of the Charter School of Arts & Enterprise and the Cal Poly Pomona Downtown Center in Pomona, CA. Mr. Tessier was born and raised in Claremont and currently resides in Pomona with his wife, Nancy, and his two children. ED TESSIER VICE PRESIDENT ED TESSIER’S career has focused on urban revitalization, education and the arts. In downtown Pomona, he co-founded the Pomona Arts Colony, a bustling neighborhood of artists, galleries, restaurants and university projects. In the process he assembled unique partnerships with educational, non-profit, and public agencies. Ed is a quadraplegic, and has been a leader in the disability community and headed the non-profit consultancy firm, Design for Independence. CREATIVE HOUSING ASSOCIATES profile & team ARTECO PARTNERS profile & team Page 99 22 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 23 PARTNER QUALIFICATIONS ARTECO PARTNERS CLAREMONT PACKING HOUSE CLAREMONT, CA The Claremont Packing House is the City’s last citrus packing house. Arteco Partners fully restored the 90,000 square-foot structure and made it the historic anchor of the Claremont Village expansion. The complex features ground-floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage. A well-known food and entertainment destination, its many successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants, and Flappers Comedy Club. Arteco Partners, in partnership with Village Partners Ventures, is currently in the design- development stage of the 12-acre South Village Expansion and has spearheaded a community campaign that gained approval for “high-density” mixed-use development. POMONA ARTS COLONY POMONA, CA The Pomona Arts Colony is Arteco’s flagship development in downtown where, over 22 years, Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments. The district is a unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts. Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant, which houses artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, Pomona’s first microbrewery, and a satellite of Glendale’s Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA Vail Headquarters is a 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/park. The site includes new buildings built in an old ranch theme and the adaptive reuse of five historic buildings. Vail has become a living history park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairs, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. A major attraction is South Riverside County’s first food hall, The Cookhouse, which opened in 2019 along with a microbrewery. Vail is a $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. 1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA ■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix.1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA ■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix. 1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA ■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix. Project Experience References TIM SANDOVAL Mayor City of Pomona Tim_Sandoval@ci.pomona.ca.us 909-762-1982 JENNIFER STARK Mayor City of Claremont jstark@ci.claremont.ca.us 909-399-5444 AL ZELINKA City Manager City of Riverside azelinka@riversideca.gov 951-333-1482 BRIAN DESATNIK Director of Development Services City of Redlands abdesatnik@cityofredlands.org 909-798-7555 www.nationalcore.org | www.hthf.org Together, we transform lives and communities ARTECO LOFT PROJECTS Page 100 24 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 25 PARTNER QUALIFICATIONS PACIFIC FRONTIER DIVERSIFIED PACIFIC As a land investment firm and a homebuilder, Diversified Pacific Development Group is a multi-faceted real estate developer with expertise in acquisitions, entitlements, homebuilding, community design, and master-planned communities. Diversified Pacific Development Group also manages a private equity fund (“Fund”), which emerged in 2008 in the depth of the recession to capitalize on one of the most distressed real estate markets in U.S. history. To date, the Fund owns and manages over $100 million worth of real estate with its portfolio comprised of more than 4,700 residential lots and over 80 acres of commercial land located throughout Southern California, free and clear of debt. With over 30 years of experience, our team of creative and experienced individuals are amongst some of the most talented people in our industry. Our team is committed to maintaining our well-earned reputation of quality, integrity, innovation, and distinction within the building community. We work closely with community leaders, agency staff, and elected officials throughout the planning and development process to ensure the success of all of our ventures. Diversified Pacific targets strategic real estate opportunities in Southern California to purchase and entitle for residential and commercial uses. Our knowledge and ability brings exceptional value to each and every development. As a multi-faceted real estate developer, Diversified Pacific creates value by turning raw land, partially improved land, brownfields, urban infill and underutilized into desirable developments and neighborhoods. At Diversified Pacific, we are proud of the homes we have built through the decades. We employ only the best trade contractors, support professionals and management team to build the highest quality homes, while providing superior customer service. We value the quality of our workmanship, however we know quality is more than just high-grade materials and solid construction. We believe our superior standards of quality in our homes improve the quality of your lives. And because we live, work and play in the communities we develop, you can be assured that we are dedicated to creating neighborhoods we can be proud of now and for generations to come. PACIFIC FRONTIER Founder and Managing Member, Jeffrey S. Burum of Diversified Pacific Development Group, LLC based in Rancho Cucamonga, California and Founder and Chief Executive Officer, James L. Previtti of Frontier Enterprises based in Ontario, California, announced on February 19, 2020 the new formation of Pacific Frontier Development, LLC (“Pacific Frontier”). Pacific Frontier is a collaboration between two of the Inland Empire’s largest and most respected privately-held development companies. With a trusted reputation for quality and execution, Pacific Frontier utilizes its over five decades of land acquisition, forward planning and development expertise to acquire and develop new opportunities from private ownership, joint ventures, public-private partnerships and ground leases. Pacific Frontier Diversified Pacific Development Group Page 101 26 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 27 PARTNER QUALIFICATIONS PACIFIC FRONTIER RANCHO SAN GORGONIO BANNING, CA 92220 | APPROVED SPECIFIC PLAN Rancho San Gorgonio (RSG) Specific Plan proposes an 831-acre master planned residential community within the City of Banning and its sphere of influence. RSG is organized into 44 planning areas that include a variety of residential densities, lot types and housing types, common open spaces, an elementary school site, and a commercial area. Parks and paseos are incorporated throughout the community and buffer the converging existing creeks, while providing walking, riding and vehicle access throughout the community and connecting the RSG Specific Plan’s distinct walkable “Village” neighborhoods. The RSG Specific Plan proposes a variety of residential opportunities including small, medium and larger lot single-family detached homes; various potential configurations of single-family detached cluster residences, and potential attached multi-family dwellings. TOTAL UNITS 3,385 ROLE • Owner • General Contractor • Master Developer FINANCING SOURCES • Developer Equity ONSITE AMENITIES • Community Park • Neighborhood Parks • Natural Open Space • Elementary School • Commercial • Walking/Paseo/Equestrian Trails FILIPPI WINERY Rancho San Gorgonio (RSG) Specific Plan proposes an 831-acre master planned residential community within the City of Banning and its sphere of influence. RSG is organized into 44 planning areas that include a variety of residential densities, lot types and housing types, common open spaces, an elementary school site, and a commercial area. Parks and paseos are incorporated throughout the community and buffer the converging existing creeks, while providing walking, riding and vehicle access throughout the community and connecting the RSG Specific Plan’s distinct walkable “Village” neighborhoods. The RSG Specific Plan proposes a variety of residential opportunities including small, medium and larger lot single- family detached homes; various potential configurations of single-family detached cluster residences, and potential attached multi-family dwellings. Total Units: 3,385 Onsite Amenities • Community Park Role • Neighborhood Parks Owner • General Contractor • Master Developer • Natural Open Space • Elementary School • Commercial Financing Sources • Walking/Paseo/Equestrian Trails • Developer Equity RANCHO SAN GORGONIO Banning, CA 92220 Approved Specific Plan JEFFREY S. BURUM Jeffrey S. Burum is the Co-Managing Member of Diversified Pacific Development Group. Mr. Burum is one of Southern California’s most prominent business leaders, with more than 30 years’ experience in commercial and residential real estate. A graduate of Claremont McKenna College, Burum is the founder of three successful real estate companies. As the managing partner of The Colonies at San Antonio, he has developed 400 acres featuring more than 1,000 home sites and over a million square feet of commercial space, much of which is occupied by nationally known tenants. In 1991, using his own resources, he founded a nonprofit company with the goal of providing quality affordable housing and community centers that offer onsite job training, day care and other social services. Eventually, he expanded his nonprofit affordable housing enterprises, creating National Community Renaissance (CORE), the third largest provider of affordable housing in the United States. Since 1992, CORE has acquired or built more than 12,000 multifamily-units nationwide, and currently provides housing and vital social services for more than 30,000 residents. CORE was rated the number one nonprofit developer in 2009. Burum was one of twenty two real estate professionals in the nation appointed by the U.S. Congress to serve on the Millennial Housing Commission, whose mission was to make recommendations of Federal housing policy to legislators. Burum is active in civic affairs and serves on a number of boards, previously having served on the board of AIG Sun America’s Asset Management Company. Burum has been a youth basketball and football coach. To boost local enterprise and athletic opportunities in the region, Burum recently acquired ownership interest in a local professional indoor soccer team. Co- Managing Member of Diversified Pacific Development Group and Diversified Pacific Communities. Mr. Burum is responsible for land acquisitions, entitlement planning, design and marketing BRIAN A. BUSH VICE PRESIDENT OF ACQUISITIONS Mr. Bush is passionate about providing high quality housing in the midst of our housing crisis and is an advocate for affordable housing. He brings over 15 years of experience in the real estate industry. Mr. Bush is a graduated from California State Polytechnics University of Pomona with a Bachelor of Science in Urban and Regional Planning. He remains an active alumni member of the Cal Poly community. Mr. Bush is a former Board Member of the Building Industry Association-Riverside Chapter and is actively involved with multiple real estate related organizations, including National Community Renaissance, Building Industry Association, Casita Coalition, HomeAid and Urban Land Institute. He is responsible for establishing relationships with landowners, municipalities and builders, as well as sourcing new land opportunities, underwriting, feasibility review and disposition of assets. NOLAN LEGGIO DIRECTOR OF FORWARD PLANNING Mr. Leggio graduated from the University of Southern California with a Bachelor of Science Degree in both Business Administration and Public Policy & Development. He leads the land development team for Diversified which includes feasibility analysis, land entitlement, project management, and construction coordination. Nolan has overseen dozens of projects in his tenure with the company ranging from small lot subdivisions to master plan communities. Nolan is on the Board of Directors of the Baldy View Chapter of the Building Industry Association and Co-Chair of the Emerging Leaders Committee. KRISTINNA SELLERS VP SALES & MARKETING Ms. Sellers brings over 26 years of sales leadership in the areas of new home sales strategy, marketing and organizational development. She is the Corporate Broker for Diversified Pacific Development Group and its affiliated entities, she has direct oversight of the sales teams and the entire sales operation while managing key lender and client relationships. Ms. Seller’s history of sales effectiveness for homebuilders include Richmond American Homes, Centex Homes and several private companies while Corporate Broker for Ultimate New Homes Sale and Marketing. MICHAEL HERNANDEZ ASSISTANT CONTROLLER Responsible for ensuring all accounting allocations are appropriately made and documented, as well as oversee accounts payable, accounts receivable, cash disbursements, payroll and bank reconciliation functions. Personnel Project Experience Page 102 28 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 29 PARTNER QUALIFICATIONS PACIFIC FRONTIER COURTYARDS AT UPLAND HILLS 16TH STREET • UPLAND, CA 91786 | MEDIUM DENSITY RESIDENTIAL—FOR SALE The Courtyards at Upland Hills, an exclusive gated neighborhood of 66 luxury homes located along the Upland Hills Country Club. Offering five detached two-story designs creatively planned for stylish living with private yards. The floor plans feature 3-5 bedrooms, ranging from approximately 1,984 to 2,484 sq. ft. and include an attached 2-car garage. Exceptional amenities and modern appointments enhance each new home design. The Courtyards at Upland Hills offers homeowners abundant opportunities for leisure and recreation including an exclusive community pool, spa and BBQ area. Walk to the golf course next door, enjoy nearby restaurants, shopping, sports parks and various other lifestyle amenities. TOTAL UNITS • 8.48 Acres • 7.8 Dwelling Units Per Acre ROLE • General Contractor • Developer ONSITE AMENITIES • Walking Trails • Pocket Park • Pool and Spa • Paseos COURTYARDS AT UPLAND HILLS 16th Street • Upland, CA 91786 Medium Density Residential—For Sale The Courtyards at Upland Hills, an exclusive gated neighborhood of 66 luxury homes located along the Upland Hills Country Club. Offering five detached two -story designs creatively planned for stylish living with private yards. The floor plans feature 3 -5 bedrooms, ranging from approximately 1,984 to 2,484 sq. ft. and include an attached 2 -car garage. Exceptional amenities and modern appointments enhance each new home design. The Courtyards at Upland Hills offers homeowners abundant opportunities for leisure and recreation including an exclusive community pool, spa and BBQ area. Walk to the golf course next door, enjoy nearby restaurants, shopping, sports parks and various other lifestyle amenities. Total Units: 66 Onsite Amenities • 8.48 Acres • Walking Trails • 7.8 Dwelling Units Per Acre • Pocket Park • Pool and Spa Role • Paseos General Contractor • Developer FILIPPI WINERY THE COLONIES AT SAN ANTONIO UPLAND, CA 91786 | MASTER PLANNED COMMUNITY The Colonies at San Antonio encompasses more than 447 acres. There are 22 planning areas (PA) that include single-family dwellings, luxury attached dwellings, mixed use development, neighborhood and community-serving commercial uses, natural and open space areas, fire station, drainage and flood control features, and community facilities. At build out, The Colonies at San Antonio will accommodate up to 1,150 new dwelling units. PA 22 and PA 4 are currently under construction and are the remaining Pas to build-out. TOTAL UNITS 1,150 ROLE • Owner • General Contractor • Master Developer FINANCING SOURCES • Developer Equity • Construction Financing • Permanent Financing ONSITE AMENITIES • Fire Station • Neighborhood Parks • Trails • Mixed Use • Commercial • Walking/Paseo • Equestrian Trails FILIPPI WINERY The Colonies at San Antonio encompasses more than 447 acres. There are 22 planning areas (PA) that include single-family dwellings, luxury attached dwellings, mixed use development, neighborhood and community-serving commercial uses, natural and open space areas, fire station, drainage and flood control features, and community facilities. At build out, The Colonies at San Antonio will accommodate up to 1,150 new dwelling units. PA 22 and PA 4 are currently under construction and are the remaining Pas to build-out. Total Units: 1,150 Onsite Amenities • Fire Station Role • Neighborhood Parks Owner • General Contractor • Master Developer • Trails • Mixed Use • Commercial Financing Sources • Walking/Paseo • Developer Equity • Equestrian Trails • Construction Financing • Permanent Financing THE COLONIES AT SAN ANTONIO 4-1 Upland, CA 91786 Master Planned Community Page 103 30 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 31 PARTNER QUALIFICATIONS PACIFIC FRONTIER FINANCIAL REFERENCE GOLDEN STATE BANK Alex Alyuzman Senior Vice President 870 N. Mountain Avenue Upland, CA 91786 (909) 608-1878 MECHANICS BANK Linda Ferry Vice President Relationship Manager 875 S. Westlake Boulevard, Suite 101 Westlake Village, CA 91361 (805) 917-4978 PREFERRED BANK Linda Ferry Vice President Relationship Manager 875 S. Westlake Boulevard, Suite 101 Westlake Village, CA 91361 (805) 917-4978 GOVERNMENTAL REFERENCE CALIFORNIA STATE TREASURER Fiona Ma, CPA California Treasurer 915 Capitol Mall, Suite 110 Sacramento, CA 95814 (916) 653-2995 CITY OF UPLAND Bill Velto Mayor City of Upland 460 N. Euclid Avenue Upland, CA 91786 (909) 941-3100 PARTNER REFERENCE KRAEMER LAND COMPANY, INC. Matthew Ferree Director of Investment Services 180 N. Riverview Drive, Suite 100 Anaheim, CA 92808 (714) 646-6819 PACIFIC DEVELOPMENT GROUP Robert R. Lewis Vice President 1 Corporate Plaza Drive, Suite 200 Newport Beach, CA 92660 (949) 760-8591 References Page 104 32 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 33 PARTNER QUALIFICATIONS PACIFIC FRONTIER FRONTIER ENTERPRISES Frontier Enterprises highly experienced team has over 150 years of combined experience in the development of all real estate disciplines. The owner of Frontier Enterprises is James L. Previti (“Jimmy’). Mr. Previti is a second-generation real estate professional born and raised in the Inland Empire. In addition to the extensive entitlement, development and building of different asset classes within the Inland Empire, Mr. Previti also formed the John P Previti Memorial Foundation which has donated in excess of $1 Million to local charities within the Inland Empire since 2009. Frontier is well established in the new homebuilding arena as the largest private homebuilding company in the Inland Empire, single family and multi- family rehabilitation, office building construction and rehabilitation, retail shopping centers, apartment entitlement and development and industrial building. This includes the involvement in the Eagle Glen Master Planned Community located in Corona and the build out of the Ventana Master Plan village in Fontana. The collective team brings diversification on all real estate centric business models and focuses on inclusionary visions combining these disciplines. Frontier Enterprises Personnel JAMES L. PREVITI OWNER OF FRONTIER ENTERPRISES Actively involved in the entitlements and development aspect of every development. Spearheaded each Frontier asset class. RICH MUNKVOLD CHIEF FINANCIAL OFFICER Responsible for sourcing debt for development of all projects and financial projections/ reporting. Secured over $1 billion of financing for homebuilding, office, retail, multi-family and industrial projects. MARK HICKS DIVISION PRESIDENT Responsible for the execution of the development, building and sales of all projects. Successfully facilitated dynamic transactions, increased sales 350% over a six-year period and achieved the highest profit margin company-wide while with a public homebuilding company. DANIEL POCIUS VP OF LAND ACQUISITIONS AND PROJECT MANAGER Responsible for sourcing new land opportunities and establishing relationships with landowners and municipalities. Successfully negotiated the acquisition and entitlements on over 4,000 homebuilding lots to 1,000,000 square feet of industrial projects. CHRIS DYDZYK VICE PRESIDENT OF LAND DEVELOPMENT In his capacity, Mr. Dydzyk oversees schedules, budgets, staff and other professionals for the largest private homebuilder in the Inland Empire. Under his leadership, Mr. Dydzyk has guided teams through complex development efforts that have resulted in the successful completion of several dozen communities consisting of over 10,000 residential homes in San Bernardino and Riverside counties. His career spans 35 years and includes a long tenure at a renowned contracting firm where he managed large-scale public works projects, Cal Trans, heavy civil, and capital improvement program projects for various agencies throughout Southern and Central California counties including San Diego, Riverside, San Bernardino, Orange, Los Angeles and Kern Counties. ANDREW WENNERSTROM DIRECTOR OF PLANNING Responsible for feasibility analysis and entitlement procurement through synergistic relationship with municipalities. Andrew will be the main point of contact for this project. TIM NGUYEN DIRECTOR OF MULTIFAMILY/MIXED USE DEVELOPMENT Responsible for acquisitions and planning efforts to identify opportunities to grow the company’s multifamily & mixed-use community portfolio. Homebuilding Frontier Communities was founded in 2002 and became the #100 Builder in the United States in 2004 which was the fastest in the history of homebuilding. No other private or public homebuilding company sold more homes than Frontier in the Victor Valley in 2004. Since inception, the Company has built over 4,500 new homes with a value in excess of $1.6 billion. The communities have ranged in size from 6 lots to over 400 lots along with providing the entitlements and establishing Community Facilities Districts as certain communities. From 2004 through 2006, Frontier was the largest of all homebuilders in the Victor Valley including both public and private homebuilders. From 2014 through 2020, Frontier has been and continue to be the largest private homebuilding company in the Inland Empire. During this timeframe, Frontier sold more than 1,500 new homes with its’ current communities located in Rosamond, Lancaster, Adelanto, Victorville, Colton, Riverside and Jurupa Valley. HOMEBUILDING - FRONTIER COMMUNITIES HOMEBUILDING - FRONTIER COMMUNITIES HOMEBUILDING - FRONTIER COMMUNITIES Page 105 34 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 35 PARTNER QUALIFICATIONS PACIFIC FRONTIER SINGLE & MULTI-FAMILY RESIDENTIAL REHABILITATION At the beginning of the Great Recession, Frontier identified a need in the Inland Empire to acquire vacant homes that was creating blight within communities which became easy targets for criminal activity. Frontier’s goal was to acquire the dilapidated single-family residences and multi-family units, spend the necessary capital required to rehabilitate the property and then re-sale the property to a homeowner that was going to occupy the property and not sell the property to an investor that would take advantage residents in need. Frontier was initially focused solely in the blighted areas in the Inland Empire; however, the Company reached as far as San Diego to the south and Ventura to the north. During this time, the Company acquired over 2,200 homes with a value in excess of $600 million. RETAIL SHOPPING CENTERS / MIXED USE DEVELOPMENT Frontier has entitlements in place for a 13-acre retail shopping center in Adelanto. In addition, several of the team members were key member of the entitlement, building, financing and leasing of the premier Eagle Glen shopping center located in Corona as well as the Moreno Marketplace shopping center in Moreno Valley. The Eagle Glen Master Planned Community remains a premier destination in the Inland Empire since its opening in 1999. The community provided more than 1,500 new homes, state of the art elementary school, 18-acre park system with baseball and soccer fields, 245-acre world class golf course and clubhouse, 15-acre of retail shopping center including an anchor grocery store and over 200 acres of open space. Eagle Glen is one of the crowning successes in the Inland Empire. Currently, Frontier is nearing entitlements of mixed-use projects consisting of 80 acres and 20 acres in Fontana and Norco, respectively. The Fontana project, known as Ventana, will mimic a walkable and pedestrian-friendly Italian Tuscan Village once built out. The retail component of Norco Village Square will resemble a classic Main Street western town in the form of an outdoor food hall concept. Project Experience SINGLE & MULTI-FAMILY RESIDENTIAL REHABILITATION RETAIL SHOPPING CENTERS SINGLE & MULTI-FAMILY RESIDENTIAL REHABILITATION RETAIL SHOPPING CENTERS SINGLE & MULTI-FAMILY RESIDENTIAL REHABILITATION RETAIL SHOPPING CENTERS SINGLE & MULTI-FAMILY RESIDENTIAL REHABILITATION RETAIL SHOPPING CENTERS Page 106 36 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 37 PARTNER QUALIFICATIONS PACIFIC FRONTIER APARTMENT BUILDINGS Frontier recently completed a gated, 160-unit two-story walk-up apartment complex located in Hesperia in 15 months from the start of development to final occupancy. The project includes a full recreation and fitness center, business center, pool, spa, barbeque area and a dog park. The complex is solar and car charging ready. This community, La Casita, provides one & two bedroom apartments with tremendous commuter friendly advantage over its competitors. In addition to several other apartment complexes in due diligence, Frontier members were involved in the entitlement, development and building of two large apartment complexes in Rancho Cucamonga with the primary one being Barrington Place with over 400 units. The Barrington Place apartment complex required substantial interaction and negotiation with both private and public entities due to the multitude of land owners and entitlement requirements. Upon completion, the Barrington Place community provided units ranging from studios to 3-bedrooms which facilitated the needs of all types of families. This facility provides tenants with a business center, conference room, fitness center, pool, spas, barbeque and play area. Currently, Frontier has mixed use projects in various stages of the development process totaling nearing 3,000 apartments homes. PARTNERING WITH MUNICIPALITIES Frontier’s strength has always been its’ ability to partner with municipalities to determine the best use for certain land and then execute the plan effectively and efficiently. In addition to the multitude of the private projects completed, Frontier has also completed public trails, parks and bridges in recent years. The most recent project was a large development in the City of Jurupa Valley where Frontier built a walking trail and park and then assigned it over to the Jurupa Area Recreation and Park District. This agreement between Frontier and Jurupa Area Recreation and Park District included the use of public funds through a sealed bid process. Our point of contact at the JARPD is Colby Diuguid. In addition, Frontier has also built a pedestrian bridge utilizing the sealed bid process. FINANCING STRENGTH AND PARTNERS Frontier has a proven track record of securing capital required for all of it’s financing needs. Longstanding relationships are a cornerstone to the organization. As an example, key members have been banking with US Bank for almost 25 years. The ability to also create a bank group to provide both the size and diversification of risk is also a hallmark success of the Company. Frontier previously established a $125 million revolving debt facility for entitling and building communities. Since inception, Frontier has secured over $1 billion in financing for homebuilding, multi-family, commercial and industrial projects in the Inland Empire with several of the largest financial institutions in the United States including US Bank and JP Morgan and recently added Umpqua Bank to its stable of lenders. APARTMENT BUILDINGS Apartment Buildings Frontier recently completed a gated, 160-unit two-story walk-up apartment complex located in Hesperia in 15 months from the start of development to final occupancy. The project includes a full recreation and fitness center, business center, pool, spa, barbeque area and a dog park. The complex is solar and car charging ready. This community, La Casita, provides one & two bedroom apartments with tremendous commuter friendly advantage over its competitors. In addition to several other apartment complexes in due diligence, Frontier members were involved in the entitlement, development and building of two large apartment complexes in Rancho Cucamonga with the primary one being Barrington Place with over 400 units. The Barrington Place apartment complex required substantial interaction and negotiation with both private and public entities due to the multitude of land owners and entitlement requirements. Upon completion, the Barrington Place community provided units ranging from studios to 3 -bedrooms which facilitated the needs of all types of families. This facility provides tenants with a business center, conference room, fitness center, pool, spas, barbeque and play area. Currently, Frontier has mixed use projects in various stages of the development process totaling nearing 3,000 apartments homes. APARTMENT BUILDINGS Partnering with Municipalities Frontier’s strength has always been its’ ability to partner with municipalities to determine the best use for certain land and then execute the plan effectively and efficiently. In addition to the multitude of the private projects completed, Frontier has also completed public trails, parks and bridges in recent years. The most recent project was a large development in the City of Jurupa where Frontier built a walking trail and park and then assigned it over to the Jurupa Area Recreation and Park District. This agreement between Frontier and Jurupa Area Recreation and Park District included the use of public funds through a sealed bid process. Our point of contact at the JARPD is Colby Diuguid. In addition, Frontier has also built a pedestrian bridge utilizing the sealed bid process. Financing Strength and Partners Frontier has a proven track record of securing capital required for all of it’s financing needs. Long standing relationships are a cornerstone to the organization. As an example, key members have been banking with US Bank for almost 25 years. The ability to also create a bank group to provide both the size and diversification of risk is also a hallmark success of the Company. Frontier previously established a $125 million revolving debt facility for entitling and building communities. Since inception, Frontier has secured over $1 billion in financing for homebuilding, multi-family, commercial and industrial projects in the Inland Empire with several of the largest financial institutions in the United States including US Bank and JP Morgan and recently added Umpqua Bank to its stable of lenders. Page 107 38 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 39 PARTNER QUALIFICATIONS PACIFIC FRONTIER FINANCIAL REFERENCE UMPQUA BANK Tom Farrell SVP – Division Manager Umpqua Bank 4040 MacArthur Blvd, Suite 100 Newport Beach, CA 92660 (949) 697-9410 US BANK Jayson J Buechler Vice President US Bank 1420 Fifth Avenue, 8th Floor Seattle, WA 98101 (206) 344-4539 GOVERNMENTAL REFERENCE CITY OF FONTANA Acquanetta Warren Mayor City of Fontana 8353 Sierra Avenue Fontana, CA 92335 (909) 350-7600 PARTNER REFERENCE CV COMMUNITIES Craig Atkins Chairman CV Communities 3121 Michelson Drive, Suite 150 Irvine, CA 92612 (949) 258-7555 COLONIES CROSSROADS, INC. Jeffrey S. Burum Managing Member Colonies Crossroads, Inc. 1220 E. 19th Street Upland, CA 91784 (909) 481-1150 LORD CONSTRUCTORS Gregg Lord CEO Lord Constructors 1920 W 11th Street Upland, CA 91786 (909) 946-6729 References Page 108 40 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 41 PARTNER QUALIFICATIONS KTGY SERVICES As a full service architecture, branding, interiors and planning firm, KTGY has delivered a depth and breadth of successful design solutions for: Residential Single-Family Detached Small Lot Townhome | Flats Walk Up Wrap Podium High Rise Affordable Student Housing 55+ | Service Enriched Active Adult Communities Independent Living Assisted Living Memory Support Skilled Nursing Life Plan Community (CCRC) Planning Master Planning Urban Design Site Planning Entitlement Government Relations Mixed Use Retail Ground-Up Renovation | Repositioning Hospitality Branding Interiors U.S. OFFICE LOCATIONS STATES IN WHICH WE HAVE WORKED FIRM PROFILE Founded in 1991, KTGY is a leading full- service architecture, branding, interior and planning firm focused on residential, hospitality and mixed-use developments and neighborhood revitalization. We envision a future where residential and hospitality design inform one another to deliver spaces that merge design and desire. KTGY’s architects, designers and planners combine big picture opportunities, leading-edge sustainable practices and impeccable design standards to create memorable destinations of enduring value. KTGY serves clients worldwide from offices located in Chicago, Denver, Irvine, Los Angeles, Oakland and Tysons. OUR VISION To Move the Discourse of Architecture Forward by Continuously Searching for Better. MISSION STATEMENT KTGY designs innovative, market-driven, thoughtful solutions that produce lasting value for our clients, the community and our firm. We do this by empowering the strong talent of our teams and with an extraordinary spirit of collaboration. COMMITMENTS 1. Commitment to Clients: Create Innovative Design Solutions for Client Success Listen Thoughtful design that aligns with client objectives Assemble the appropriate team Deliver buildable projects on time and on budget 2. Commitment to Community and the Environment: Plan and Design Projects that Enhance the Community Create pleasing spaces that elevate living, working and playing Integrate sustainability into every design Embrace our unique position by giving selflessly of our time and resources for a greater good 3. Commitment to KTGY Team Members: Build the Firm Generation-to- Generation Foster a spirit of collaboration within an entrepreneurial environment Embrace experience, be open to new ideas, and enable talent to flourish Opportunities for growth and opportunities for financial reward 4. Commitment to Embrace Change: Never Settle for What’s Always Been Done Keep an open mind Seek to learn new things Explore and use new technologies Architecture + Planning KTGY Irvine, CA Denver, CO Chicago, IL Tysons, VA Los Angeles, CA Oakland, CA States in which we have worked US Office locations KTGY MAPS KTGY Irvine, CA Denver, CO Chicago, IL Tysons, VA Los Angeles, CA Oakland, CA States in which we have worked US Office locations KTGY MAPS KTGY Page 109 42 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 43 PARTNER QUALIFICATIONS KTGY Personnel KEITH LABUS, AIA, LEED AP PRINCIPAL As a Principal at KTGY, Keith Labus offers his clients over 20 years of award-winning planning and design experience. Mr. Labus’ experience is particularly focused on urban infill and mixed-use residential, for both market-rate and affordable communities, throughout California. He is a hands-on leader, with special attention to detail, and ensures that each project has clear direction while sustaining open communication between consultants, clients and relevant jurisdictions. MICHAEL TSENG, AIA ASSOCIATE PRINCIPAL Michael Tseng brings more than 20 years of retail design experience to his role as associate principal. Mr. Tseng skillfully leads the retail team and oversees all coordination between the client, consultants and city agencies. His expertise includes new construction and renovation of regional lifestyle centers, neighborhood shopping centers and nationally recognized retail brands. His extensive knowledge of the entitlement process as well as his technical understanding of the construction document phase ensures his projects are delivered successfully. Mr. Tseng’s communication skills underscore his ability to understand the client’s needs ensuring the client’s vision becomes a reality. Always ahead of the curve on upcoming trends, Mr. Tseng’s industry insights have been featured in Shopping Center Business Magazine. He brings leading-edge retail design principals to all his projects. Mr. Tseng has led various projects throughout the United States, particularly in California, Oregon, Washington, Nevada, Utah and North Carolina. SELECTED PROJECT EXPERIENCE Mixed Use Anton Menlo Menlo Park, CA St. Anton Partners Civita Mixed Use San Diego, CA Sudberry Properties Studio 819 Mountain View, CA ROEM Development Corporation Multifamily Anton 1101 Sunnyvale, CA St. Anton Partners Franklin Street Family Apartments Mountain View, CA ROEM Development Corporation Village at Broad Street San Luis Obispo, CA ROEM Development Corporation Brookwood Terrace San Jose, CA ROEM Development Corporation Mio Japantown San Jose, CA ROEM Development Corporation Lorena Heights Apartments Los Angeles, CA Michaels Development Company Carlyle at Colton Plaza Irvine, CA New Pacific Realty Derian Family Apartments Irvine, CA CSC Development 55+ Dana Strand Senior Apartments Wilmington, CA ROEM Development Corporation Camino del Rey Santa Clara, CA ROEM Development Corporation Tavarua Carlsbad, CA Meta Housing Corporation The Magnolia at Highland San Bernardino, CA Meta Housing Corporation The Grove Garden Grove, CA Meta Housing Corporation Dorado Senior Apartments Buena Park, CA Highridge Costa Housing Partners Red Star Oakland, CA Global Premier Development The Gardens at Sierra Fontana, CA The Related Companies Dudley Avenue Apartments Pomona, CA Integrity Housing SELECTED PROJECT EXPERIENCE Retail Town Center at The Preserve Chino, CA Lewis Retail Centers Shoppes at Southbay Pavilion Carson, CA NewMark Merrill Menifee Crossroads Menifee, CA Menifee Crossroads, LLC University Place Charlotte, NC EB Arrow Best In The West The District at Green Valley Ranch Las Vegas, NV Vestar Development Long Beach Towne Center Renovation Long Beach,CA Vestar Development Diamond Jamboree Phase II Irvine, CA Diamond Development Hesperia Center Hesperia, CA Rich Development Company Retail Repositioning OC PACE Anaheim, CA Innovative Integrated Health, Inc. Sovovatum Village Soboba, CA Soboba Economic Development Corporation Betteravia Mixed Use Santa Maria, CA ZDI Hamner Place Eastvale, CA Lewis Retail Centers The Row Fresno, CA Heritage Development Group Provo Towne Center Provo, UT Brixton Capital French Valley Crossings French Valley, CA J & T Management Baxter Central Mixed Use Wildomar, CA J & T Management EDUCATION Bachelor of Architecture California State University San Luis Obispo, CA REGISTRATION Licensed Architect: CA LEED Accredited Professional AFFILIATIONS American Institute of Architects, AIA NAHB 50+ Council EDUCATION Bachelor of Fine Arts, Interior Design Academy of Art University San Francisco, CA REGISTRATION Licensed Architect - CA AFFILIATIONS International Council of Shopping Centers, ICSC American Institute of Architects, AIA Education Bachelor of Architecture California State University San Luis Obispo, CA Registration Licensed Architect: CA LEED Accredited Professional Affiliations American Institute of Architects, AIA NAHB 50+ Council Contact 949.300.9406 klabus@ktgy.com As a Principal at KTGY, Keith Labus offers his clients over 20 years of award- winning planning and design experience. Mr. Labus’ experience is particularly focused on urban infill and mixed-use residential, for both market-rate and affordable communities, throughout California. He is a hands-on leader, with special attention to detail, and ensures that each project has clear direction while sustaining open communication between consultants, clients and relevant jurisdictions. Mixed Use Anton Menlo Menlo Park, CA St. Anton Partners Civita Mixed Use San Diego, CA Sudberry Properties Studio 819 Mountain View, CA ROEM Development Corporation Multifamily Anton 1101 Sunnyvale, CA St. Anton Partners Franklin Street Family Apartments Mountain View, CA ROEM Development Corporation Village at Broad Street San Luis Obispo, CA ROEM Development Corporation Brookwood Terrace San Jose, CA ROEM Development Corporation Mio Japantown San Jose, CA ROEM Development Corporation Lorena Heights Apartments Los Angeles, CA Michaels Development Company Carlyle at Colton Plaza Irvine, CA New Pacific Realty Derian Family Apartments Irvine, CA CSC Development Selected Project Experience KEITH LABUS AIA, LEED AP Principal 55+ Dana Strand Senior Apartments Wilmington, CA ROEM Development Corporation Camino del Rey Santa Clara, CA ROEM Development Corporation Tavarua Carlsbad, CA Meta Housing Corporation The Magnolia at Highland San Bernardino, CA Meta Housing Corporation The Grove Garden Grove, CA Meta Housing Corporation Dorado Senior Apartments Buena Park, CA Highridge Costa Housing Partners Red Star Oakland, CA Global Premier Development The Gardens at Sierra Fontana, CA The Related Companies Dudley Avenue Apartments Pomona, CA Integrity Housing Project completed by (Other Firm Name) for its client while (KTGY Employee Full Name) was a (Role)* Education Bachelor of Fine Arts, Interior Design Academy of Art University San Francisco, CA Registration Licensed Architect - CA Affiliations International Council of Shopping Centers, ICSC American Institute of Architects, AIA Contact 949.797.8370 mtseng@ktgy.com Michael Tseng brings more than 20 years of retail design experience to his role as associate principal. Mr. Tseng skillfully leads the retail team and oversees all coordination between the client, consultants and city agencies. His expertise includes new construction and renovation of regional lifestyle centers, neighborhood shopping centers and nationally recognized retail brands. His extensive knowledge of the entitlement process as well as his technical understanding of the construction document phase ensures his projects are delivered successfully. Mr. Tseng’s communication skills underscore his ability to understand the client’s needs ensuring the client’s vision becomes a reality. Always ahead of the curve on upcoming trends, Mr. Tseng’s industry insights have been featured in Shopping Center Business Magazine. He brings leading-edge retail design principals to all his projects. Mr. Tseng has led various projects throughout the United States, particularly in California, Oregon, Washington, Nevada, Utah and North Carolina. Retail Repositioning OC PACE Anaheim, CA Innovative Integrated Health, Inc. Sovovatum Village Soboba, CA Soboba Economic Development Corporation Betteravia Mixed Use Santa Maria, CA ZDI Hamner Place Eastvale, CA Lewis Retail Centers The Row Fresno, CA Heritage Development Group Provo Towne Center Provo, UT Brixton Capital French Valley Crossings French Valley, CA J & T Management Baxter Central Mixed Use Wildomar, CA J & T Management Selected Project Experience MICHAEL TSENG AIALICENSE, LICENSE Associate Principal Retail Town Center at The Preserve Chino, CA Lewis Retail Centers Shoppes at Southbay Pavilion Carson, CA NewMark Merrill Menifee Crossroads Menifee, CA Menifee Crossroads, LLC University Place Charlotte, NC EB Arrow Best In The West The District at Green Valley Ranch Las Vegas, NV Vestar Development Long Beach Towne Center Renovation Long Beach,CA Vestar Development Diamond Jamboree Phase II Irvine, CA Diamond Development Hesperia Center Hesperia, CA Rich Development Company Project completed by (Other Firm Name) for its client while (KTGY Employee Full Name) was a (Role)* Page 110 44 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 45 PARTNER QUALIFICATIONS KTGY Architecture + Planning Located less than 1.5 miles from the new Facebook West Campus, this $120 million contemporary-designed, sustainable community serves Gen Y professionals in the walkable, transit-oriented neighborhood of Menlo Park. Anton Menlo embraces the local neighborhood and unique indoor/outdoor community spaces to allow for more socialization among the residents. The cool vibe of its modern design, which achieves 41 du/ac, is in tune with the style this young demographic embraces and is synergistic with the industrial context of the site. The amenity-rich environment includes 13,200 square feet of indoor amenities line the ground floor of the development, creating an urban feel. A two-story clubhouse and rooftop lounge overlooks the pool. Indoor amenitites include a clubroom, sports lounge, coffee shop, concierge service, a convenience market, self-service bike repair shop, leasing center, fitness center and yoga room. Outdoor amenities include: a resort-style pool, spa, entertainment lounge, sun lawn, game lawn and Bocce Ball, social lounge, and roof deck. 20120379 - Photography © Abraham & Paulin Photography ANTON MENLO Menlo Park, CA St. Anton Partners Typology Wrap Apartments Facts Density: 41 du/ac Unit Plan Sizes: 570 - 1,405 sq. ft. Number of Units: 394 du Site Area: 9.7 ac Amenity: 13,200 sq. ft. Number of Stories: 4 Parking: 682 spaces (1.73 sp./unit) Construction Type: V Conveniently located across the street from Lake Elsinore’s Storm Stadium, Artisan Alley at the Diamond brings a creative, commercial destination that energizes the neighboring area. Capitalizing on the craft brew craze, Artisan Alley offers a variety of craft breweries as well as complementary non-traditional food offerings and retailers. Inspired by the repurposing of old industrial sites, the architectural design echoes the warehouse roots of many craft breweries and art collectives with its varied textures and simple forms. The buildings shelter a communal plaza, reinforcing the concept of a community of artisans and encouraging pedestrians to linger and browse. Outdoor patios wrap around the breweries to further soften the divide between indoor and outdoor space. Warm brick and distressed wood temper corrugated metal and steel accents, offering a neutral background for the wares and artistry of the tenants. Situated on 11 acres, Artisan Alley is comprised of 95,000 square feet of retail and an 80,000 square foot parcel designated for a 130 key hotel. 20120306 - Photography © Photographer Name ARTISAN ALLEY AT THE DIAMONDLake Elsinore, CA Civic Partners Typology Retail Ground Up Facts Area: 95,000 sq. ft. Site Area: 11.7 ac TYPOLOGY Wrap Apartments FACTS Density: 41 du/ac Unit Plan Sizes: 570 - 1,405 sq. ft. Number of Units: 394 du Site Area: 9.7 ac Amenity: 13,200 sq. ft. Number of Stories: 4 Parking: 682 spaces (1.73 sp./unit) Construction Type: V Located less than 1.5 miles from the new Facebook West Campus, this $120 million contemporary-designed, sustainable community serves Gen Y professionals in the walkable, transit-oriented neighborhood of Menlo Park. Anton Menlo embraces the local neighborhood and unique indoor/outdoor community spaces to allow for more socialization among the residents. The cool vibe of its modern design, which achieves 41 du/ac, is in tune with the style this young demographic embraces and is synergistic with the industrial context of the site. The amenity-rich environment includes 13,200 square feet of indoor amenities line the ground floor of the development, creating an urban feel. A two-story clubhouse and rooftop lounge overlooks the pool. Indoor amenities include a clubroom, sports lounge, coffee shop, concierge service, a convenience market, self- service bike repair shop, leasing center, fitness center and yoga room. Outdoor amenities include: a resort-style pool, spa, entertainment lounge, sun lawn, game lawn and Bocce Ball, social lounge, and roof deck. TYPOLOGY Retail Ground Up FACTS Area: 95,000 sq. ft. Site Area: 11.7 ac Conveniently located across the street from Lake Elsinore’s Storm Stadium, Artisan Alley at the Diamond brings a creative, commercial destination that energizes the neighboring area. Capitalizing on the craft brew craze, Artisan Alley offers a variety of craft breweries as well as complementary non-traditional food offerings and retailers. Inspired by the repurposing of old industrial sites, the architectural design echoes the warehouse roots of many craft breweries and art collectives with its varied textures and simple forms. The buildings shelter a communal plaza, reinforcing the concept of a community of artisans and encouraging pedestrians to linger and browse. Outdoor patios wrap around the breweries to further soften the divide between indoor and outdoor space. Warm brick and distressed wood temper corrugated metal and steel accents, offering a neutral background for the wares and artistry of the tenants. Situated on 11 acres, Artisan Alley is comprised of 95,000 square feet of retail and an 80,000 square foot parcel designated for a 130 key hotel. ANTON MENLO MENLO PARK, CA ST. ANTON PARTNERS ARTISAN ALLEY AT THE DIAMOND LAKE ELSINORE, CA CIVIC PARTNERS Project Experience Page 111 46 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 47 PARTNER QUALIFICATIONS KTGY Architecture + Planning ASTER CONSERVATORY GREEN Denver, CO Forest City Stapleton Citron Apartments is a 54-unit urban infill multifamily courtyard community with a striking modern exterior. There are four 3-story buildings that are broken down into smaller components to avoid monolithic massing and provide more of a “village-like” atmosphere. The central courtyard contains a decorative main entrance gate to ensure security and provide great communal amenities, outdoor living space with seating areas, an outdoor kitchen with grilling and an expansive garden. Slatted iconic stair towers with sweeping roofs provide openness for light/ventilation, and extend into courtyard for strong identification of resident entries. Parking is conveniently located around the entire perimeter of the buildings giving residents an assigned garage space or unassigned surface parking very close to their unit. Photovoltaic structures are located in parking areas and double as a covered carport for residents. 20120087 - Photography © Nico Marques CITRON APARTMENTS Ventura, CA The Daly Group Typology Walk-Up Apartments Facts Density: 32 du/ac Unit Plan Sizes: 630-1,360 sq. ft. Number of Units: 54 du Site Area: 1.68 ac Number of Stories: 3 Parking: 88 spaces (1.63 sp./unit) Construction Type: V TYPOLOGY Walk-Up Apartments FACTS Density: 33.52 du/ac Unit Plan Sizes: 550-1,000 sq. ft. Number of Units: 352 du Site Area: 10.8 ac Number of Stories: 3 Parking: 541 spaces (1.54 sp./unit) Construction Type: V An updated version of the typical three-story walk-up that address the issues of today’s developments and renters. The Aster Conservatory Green is the first apartment community in Northfield and conveniently located adjacent to the Northfield Mall. The elevations were designed to create a more contemporary façade along the mall that then change to a more traditional style as you head east of the mall. Entry stoops to ground floor terraces, and steps leading to the stair elements enable the buildings to be brought close to the sidewalk and street, creating a greater sense of community. TYPOLOGY Walk-Up Apartments FACTS Density: 32 du/ac Unit Plan Sizes: 630-1,360 sq. ft. Number of Units: 54 du Site Area: 1.68 ac Number of Stories: 3 Parking: 88 spaces (1.63 sp./unit) Construction Type: V Citron Apartments is a 54-unit urban infill multifamily courtyard community with a striking modern exterior. There are four 3-story buildings that are broken down into smaller components to avoid monolithic massing and provide more of a “village-like” atmosphere. The central courtyard contains a decorative main entrance gate to ensure security and provide great communal amenities, outdoor living space with seating areas, an outdoor kitchen with grilling and an expansive garden. Slatted iconic stair towers with sweeping roofs provide openness for light/ventilation, and extend into courtyard for strong identification of resident entries. Parking is conveniently located around the entire perimeter of the buildings giving residents an assigned garage space or unassigned surface parking very close to their unit. Photovoltaic structures are located in parking areas and double as a covered carport for residents. ASTER CONSERVATORY GREEN DENVER, CO FOREST CITY STAPLETON CITRON APARTMENTS VENTURA, CA THE DALY GROUP Page 112 48 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 49 PARTNER QUALIFICATIONS KTGYDIAMOND APARTMENT HOMESAnaheim, CA Jamboree Housing Corporation Architecture + Planning FRANKLIN STREET FAMILY APARTMENTS Mountain View, CA ROEM Development Corporation TYPOLOGY Affordable Apartments Special Needs FACTS Density: 29 du/ac Unit Plan Sizes: 700-875 sq. ft. Number of Units: 25 du Site Area: 0.86 ac Number of Stories: 3 Parking: 30 spaces Construction Type: V Certification: Green Point Rated AWARDS 2010 Multi-Family Executive (MFE) Awards 2009 Gold Nugget Awards Diamond Apartment Homes provide an innovative solution to help end long-term homelessness. The site is a recycled small, odd-shaped remnant from freeway expansion. Pioneering green development provides both housing and mental health supportive services for previously homeless individuals and their families. The units are furnished and include ENERGY STAR appliances, ample storage and private outdoor space. There is 24/7 availability for support of daily living activities and link them to other supportive and independent living services. TYPOLOGY Affordable Apartments Podium FACTS Density: 49.5 du/ac Unit Plan Sizes: 787-1,262 sq. ft. Number of Units: 51 du Site Area: 1.03 ac Number of Stories: 4 Parking: 92 spaces (1.8 sp./unit) Construction Type: V Certification: LEED-H Platinum AWARDS 2014 NAHRO Awards 2014 Affordable Housing Finance Awards 51 one-, two- and three-bedroom apartments affordable to families with annual incomes at or below 50% of the Santa Clara county area median income. Google invested a total of $6.5 million equity in the Franklin Street Family Apartments and provided a grant for computer equipment and free Internet access for residents. The building architecture complements this unique downtown location near transit and integrates traditional Mediterranean colors with stucco exterior walls and tile roofing. Also, the development consists of a three- and four-story “C” shaped building with 92 parking spaces in a podium parking garage. The landscape design creates meaningful private and public open spaces, while preserving a significant number of mature trees. Project amenities include a computer center, library, community room, fitness room, courtyard, tot lot, and barbecue area, along with a wide array of resident services, including computer classes, ESL classes, and resident events. DIAMOND APARTMENT HOMES ANAHEIM, CA JAMBOREE HOUSING CORPORATION FRANKLIN STREET FAMILY APARTMENTS MOUNTAIN VIEW, CA ROEM DEVELOPMENT CORPORATION Page 113 50 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 51 PARTNER QUALIFICATIONS KTGY At Marja Acres in Carlsbad KTGY and New Urban West are developing a new horizontal mixed-use, mixed-income itergenterational community providing new for-sale townhomes, affordable senior apartments and a ground-up retail center focused on eateries and local artisanal goods. Responding to the desire to establish a community with a small town feel the retail spaces are designed in an urban farmhouse style, emphasizing outdoor connections and spaces for gathering. This style also honors the adjacent urban farm, which supplies fresh ingredients to the 4,000 square foot restaurant. Tucked behind the retail center and off the main thuroughfare are 250 for- sale townhomes that continue the aesthetic established by the retail. The eclectic mix creates a dynamic street scene as some of the buildings lean more modern with clean lines and simple forms, allowing the materials such as lap siding to bring the farmhouse feel while others lean heavily farmhouse with pitched rooflines and honest materials. The affordable senior apartments are situated at the project entry, adjacent to the retail center. The established aesthetic is continued with material embellishments that include corrugated metal, panel windows, shutters and crossing-bracing metal railings. Designed for singles and couples on a restricted income the community features 45 one-bedroom units, and one two-bedroom manager unit. Creating a simi-private enclave residents are provided 2,200 square feet of amenities integrated at the ground level for ease of access. Pocket parks and open green space are integrated throughout the community providing outdoor connections and furthering the urban farm feel. 170895 MARJA ACRESCarlsbad, CA New Urban West, Inc. Typology Retail | Restaurant Townhomes | Stacked Flats Affordable 55+ Apartments Facts Site Area: 20.83 ac Retail Retail: 10,000 sq. ft. Parking: 60 spaces Townhomes Number of Units: 250 du Parking: 500 spaces Affordable Senior Apartments Number of Units: 46 du Unit Plan Sizes: 524 - 757 sq. ft. Parking:38 spaces The Nuevo Amanecer apartment community is an affordable workforce-housing development built for farm workers in the Salinas Valley. This environmentally-friendly development replaces the derelict housing formerly occupying the site. While being larger than the surrounding buildings, the development integrates well by drawing inspiration from the surrounding agricultural buildings. Simple massing and standard detailing make this building economical and echoes the utilitarian nature of the surrounding farm buildings. Active solar panels offset electricity costs and provide emergency backup for lighting common areas. Energy savings exceed Title 24 by 20 percent. The Center for Community Innovation at the University of California, Berkeley selected Nuevo Amanecer as a finalist for the 2009 I. Donald Terner Prize, a biennale award that recognizes successful and innovative affordable housing projects and their leadership teams. 20030071 - Photography © Christopher Mayer & Proehl Studios NUEVO AMANECERPajaro, CASouth County Housing Typology Affordable Townhomes | Flats Workforce Housing Facts Density: 25 du/ac Unit Plan Sizes: 607-1,195 sq. ft. Number of Units: 63 du Site Area: 2.55 ac Number of Stories: 3 Parking: 120 spaces (1.89 sp./unit) Construction Type: V Awards 2007 Best in American Living HUD Secretary’s Award for Excellence 2007 Builders Choice Awards 2007 Gold Nugget Awards TYPOLOGY Retail | Restaurant Townhomes | Stacked Flats Affordable 55+ Apartments FACTS Site Area: 20.83 ac Retail Retail: 10,000 sq. ft. Parking: 60 spaces Townhomes Number of Units: 250 du Parking: 500 spaces Affordable Senior Apartments Number of Units: 46 du Unit Plan Sizes: 524 - 757 sq. ft. Parking:38 spaces At Marja Acres in Carlsbad KTGY and New Urban West are developing a new horizontal mixed-use, mixed-income intergenerational community providing new for-sale townhomes, affordable senior apartments and a ground-up retail center focused on eateries and local artisanal goods. Responding to the desire to establish a community with a small town feel the retail spaces are designed in an urban farmhouse style, emphasizing outdoor connections and spaces for gathering. This style also honors the adjacent urban farm, which supplies fresh ingredients to the 4,000 square foot restaurant. Tucked behind the retail center and off the main thoroughfare are 250 for-sale townhomes that continue the aesthetic established by the retail. The eclectic mix creates a dynamic street scene as some of the buildings lean more modern with clean lines and simple forms, allowing the materials such as lap siding to bring the farmhouse feel while others lean heavily farmhouse with pitched rooflines and honest materials. The affordable senior apartments are situated at the project entry, adjacent to the retail center. The established aesthetic is continued with material embellishments that include corrugated metal, panel windows, shutters and crossing-bracing metal railings. Designed for singles and couples on a restricted income the community features 45 one-bedroom units, and one two-bedroom manager unit. Creating a semi-private enclave residents are provided 2,200 square feet of amenities integrated at the ground level for ease of access. Pocket parks and open green space are integrated throughout the community providing outdoor connections and furthering the urban farm feel. TYPOLOGY Affordable Townhomes | Flats Workforce Housing FACTS Density: 25 du/ac Unit Plan Sizes: 607-1,195 sq. ft. Number of Units: 63 du Site Area: 2.55 ac Number of Stories: 3 Parking: 120 spaces (1.89 sp./unit) Construction Type: V AWARDS 2007 Best in American Living HUD Secretary’s Award for Excellence 2007 Builders Choice Awards 2007 Gold Nugget Awards The Nuevo Amanecer apartment community is an affordable workforce-housing development built for farm workers in the Salinas Valley. This environmentally-friendly development replaces the derelict housing formerly occupying the site. While being larger than the surrounding buildings, the development integrates well by drawing inspiration from the surrounding agricultural buildings. Simple massing and standard detailing make this building economical and echoes the utilitarian nature of the surrounding farm buildings. Active solar panels offset electricity costs and provide emergency backup for lighting common areas. Energy savings exceed Title 24 by 20 percent. The Center for Community Innovation at the University of California, Berkeley selected Nuevo Amanecer as a finalist for the 2009 I. Donald Terner Prize, a biennial award that recognizes successful and innovative affordable housing projects and their leadership teams. MARJA ACRES CARLSBAD, CA NEW URBAN WEST, INC. NUEVO AMANECER PAJARO, CA SOUTH COUNTY HOUSING Page 114 52 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 53 PARTNER QUALIFICATIONS KTGY Reimagining a 134,000-square-foot anchor retailer inspired the repositioning of this 20-year-old enclosed shopping center. The big box is deconstructed creating creative office space as well as entrance facing restaurant uses. These new restaurants open on to a new landscaped plaza, creating a connection to the center’s main entrance rotunda that is redesigned to maximize the views from the entry and second level food court to the mountains and sky. Additional phases include ground-up street fronting retail, for-rent residential, tenant improvements, and replacing unused parking with an event lawn which will host concerts in the summer, and ice skating in winter. 20170150 - Photography © Photographer Name PROVO TOWNE CENTREProvo, UTBrixton Capital Typology Retail Renovation Mixed Use Facts Area: 134,000 sq. ft. The Commons is a new mixed-use apartment community that updates and restores a historic Texico station into a cafe and amenity center and delivers 96 new dwelling units to the downtown area. The art deco inspired community relates to the historic structures seen in the surrounding neighborhood and pops of yellow and green add visual interest. 20170942 - Photography © Photographer Name THE COMMONSRiverside, CA Integrity Housing Typology Affordable Mixed Use Apartments Historic Renovation Facts Density: 60.6 du/ac Unit Plan Sizes: 688 - 1,143 sq. ft. Number of Units: 96 du Site Area: 1.58 ac Retail: 1,000 sq. ft. Number of Stories: 5 Parking: 140 spaces TYPOLOGY Retail Renovation Mixed Use FACTS Area: 134,000 sq. ft. Reimagining a 134,000-square-foot anchor retailer inspired the repositioning of this 20-year-old enclosed shopping center. The big box is deconstructed creating creative office space as well as entrance facing restaurant uses. These new restaurants open on to a new landscaped plaza, creating a connection to the center’s main entrance rotunda that is redesigned to maximize the views from the entry and second level food court to the mountains and sky. Additional phases include ground-up street fronting retail, for-rent residential, tenant improvements, and replacing unused parking with an event lawn which will host concerts in the summer, and ice skating in winter. TYPOLOGY Affordable Mixed Use Apartments Historic Renovation FACTS Density: 60.6 du/ac Unit Plan Sizes: 688 - 1,143 sq. ft. Number of Units: 96 du Site Area: 1.58 ac Retail: 1,000 sq. ft. Number of Stories: 5 Parking: 140 spaces The Commons is a new mixed-use apartment community that updates and restores a historic Texico station into a cafe and amenity center and delivers 96 new dwelling units to the downtown area. The art deco inspired community relates to the historic structures seen in the surrounding neighborhood and pops of yellow and green add visual interest. PROVO TOWNE CENTRE PROVO, UT BRIXTON CAPITAL THE COMMONS RIVERSIDE, CA INTEGRITY HOUSING Page 115 54 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 55 PARTNER QUALIFICATIONS PITASSI ARCHITECTS Pitassi Architects, Inc. (PAI) is a consulting firm headed by the founding principal, Peter J. Pitassi, AIA, LEED AP. It is located in Rancho Cucamonga, California. His original design firm, Pitassi Dalmau Architects, was founded in 1986 and has been under the PAI name since 2002. The firm has been in continuous practice for 35 years offering consulting, architectural design services, and project management to both public and private clients. PAI has been exclusively a consulting firm since 2014. In its time of active practice, the firm designed and planned a diversity of project types including master planned residential communities, custom homes, single-family production housing, multifamily for sale and rental communities, and multifamily senior housing. Recreational and community service projects have included community centers, sports park facilities, and all types of recreational buildings for various Public Agencies throughout southern California. Numerous projects for Public Agencies have also included adaptive re- use, libraries, performing arts facilities, maintenance centers, and public safety buildings. Peter has had a detailed involvement with the J Filippi Winery since the early 1990’s. PAI provided master planning of the entire site for the Winery as well as services to the City of Rancho Cucamonga for seismic upgrades, fire sprinkler design, roof replacement, and exiting, accessibility, and code compliance of the existing building. Since retiring from active practice in 2014 Peter has been a partner at Diversified Pacific Communities (DPC). From 2014 to 2019 he served as the Senior Vice President of Community Design and Forward Planning. DPC has developed residential communities throughout the Inland Empire including Redlands, Upland, Riverside County, the San Gorgonio Pass area, Wildomar, and Lake Elsinore. Peter has over 40 years of extensive experience and knowledge as a planner, designer, Architect, project manager, and Developer. This experience, combined with his commitment to exceptional service, brings a unique perspective to the challenges of planning, design, entitlement processing, project management, and development. PETER J. PITASSI, AIA, LEED AP EDUCATION California State Polytechnic University, Pomona - 1976 Bachelor of Science in Architecture, Cum Laude Registration Registered Architect, California, C-11446 NCARB, 50,084 EXPERIENCE President, Pitassi Architects, Inc. 2002 - Present Principal, Peter J. Pitassi, AIA, Architect Rancho Cucamonga, CA 1994 - 2001 Pitassi.Dalmau Architects Rancho Cucamonga, CA Principal 1986 - 1994 The Barmakian Company Rancho Cucamonga, CA Vice President, Architecture 1984 – 1986 Kiyotoki Associates Irvine, CA Associate, Project Architect 1980 - 1984 Norman R. Nichols, AIA, Architect Glendora, CA Designer 1976 - 1980 QUALIFICATIONS Mr. Pitassi has over 40 years of architectural design experience from personal service assignments to projects with values in the tens of millions of dollars. His years of private practice have allowed him the opportunity to provide high quality professional services to both public and private clients. Mr. Pitassi has been involved in all aspects of his practice from initial design concept to project completion. The firm's projects include land planning assignments, residential design, commercial projects, industrial parks, adaptive re-use, community and recreational facilities, and interior design. Notable projects include: • Victoria Gardens Cultural Center Paul A. Biane Library Rancho Cucamonga, CA • Archibald Library Rancho Cucamonga, CA • Alexander Hughes Community Center Claremont, CA • Indio Corporate Yard and IWA Headquarters City of Indio, Indio, CA • Claremont Corporate Yard City of Claremont, CA • Rancho Cucamonga Corp Yard Admin and HHW Facility Rancho Cucamonga, CA ACCOMPLISHMENTS Recipient of Multiple Design Awards from the Cities of Rancho Cucamonga and Claremont Recipient of a 1995 Design Award from the American Institute of Architects Inland California for the Community Building at Marie Kerr Park, Palmdale, CA Recipient of a 1998 “Gold Nugget” Grand Award for Best Affordable Housing Project, “Las Casitas” Apartments, Rancho Cucamonga, CA Recipient of a 1999 “Gold Nugget” Grand Award for Infill Single Family Homes, Rancho Cucamonga, CA Recipient of a 1999 “Gold Nugget” Merit Award for Villa Pacifica Senior Apartments, Rancho Cucamonga, CA Recipient of a 2006 CPRS “Award of Excellence” for the Victoria Gardens Cultural Center, Rancho Cucamonga, CA Recipient of a 2011 “Gold Nugget” Merit Award for San Sevaine Villas, Rancho Cucamonga, CA Recipient of a 2011 Design Award from the American Institute of Architects Inland California for the Corporate Yard and IWA Headquarters Indio, CA Pitassi Architects Personnel Page 116 56 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 57 PARTNER QUALIFICATIONS PITASSI ARCHITECTS JOSEPH FILIPPI WINERY LOCATION 12467 Base Line Rd., Rancho Cucamonga, CA OWNER Joseph Filippi Winery PROJECT DESCRIPTION The winery has a long term lease with the city of Rancho Cucamonga, who owns the 80,000 s.f. building and the 13 ac. parcel which it occupies. The project is the winery property Master Plan and renovation of the 100 year old winery building. 8439 White Oak Ave., Suite. 105 | Rancho Cucamonga, CA 91730 Tel. (909) 980-1361 | Fax. (909) 944-5814 | www.pitassiarchitects.com Joseph Filippi Winery Location 12467 Base Line Rd., Rancho Cucamonga, CA Owner Joseph Filippi Winery Project Description The winery has a long term lease with the city of Rancho Cucamonga, who owns the 80,000 s.f. building and the 13 ac. parcel which it occupies. The project is the winery property Master Plan and renovation of the 100 year old winery building. Estimated Cost TBD Completion Date TBD Contact Mr. Gino Filippi ALEXANDER HUGHES COMMUNITY CENTER LOCATION Lewis Park, Claremont, CA OWNER City of Claremont PROJECT DESCRIPTION The conversion of a 31,000 s.f. School Building into a Community Center. The project includes Site improvements, additional parking and new Landscaping. The Facility features a Dance Studio, Child Care area, and various Meeting and Activity Rooms. CONSTRUCTION COST Approx. $3.1 million COMPLETION DATE Summer, 2001 AWARDS City of Claremont Architectural Commission 2002 Award of Excellence 8439 White Oak Ave., Suite. 105 | Rancho Cucamonga, CA 91730 Tel. (909) 980-1361 | Fax. (909) 944-5814 | www.pitassiarchitects.com Alexander Hughes Community Center Location Lewis Park, Claremont, CA Owner City of Claremont Project Description The conversion of a 31,000 s.f. School Building into a Community Center. The project includes Site improvements, additional parking and new Landscaping. The Facility features a Dance Studio, Child Care area, and various Meeting and Activity Rooms. Construction Cost approx. $3.1 million Completion Date Summer, 2001 Contact Mr. Mark Hodnick, Project Manager (Retired) City of Claremont Awards City of Claremont Architectural Commission 2002 Award of Excellence Project Experience Page 117 58 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 59 PARTNER QUALIFICATIONS PITASSI ARCHITECTS RANCHO CUCAMONGA PUBLIC LIBRARY - VICTORIA GARDENS BRANCH LOCATION 12505 Cultural Center Dr., Rancho Cucamonga, CA OWNER City of Rancho Cucamonga PROJECT DESCRIPTION This 23,000 s.f. library includes adult and childrens services, teen scene, literacy and computer technology lab. The childrens story room is circular in shape and shares a theatrical theme consistent with the performing arts theater within the Cultural Center. CONSTRUCTION COST Included within the $43 million Cultural Center project. COMPLETION DATE August, 2006 CONTACT Mr. Kevin McArdle, Community Service Director Mr. Robert Karatsu, Library Director AWARDS AIA Inland California Chapter 2006 Design Awards “People's Choice” CPRS 2006 Award of Excellence 8439 White Oak Ave., Suite. 105 | Rancho Cucamonga, CA 91730 Tel. (909) 980-1361 | Fax. (909) 944-5814 | www.pitassiarchitects.com Rancho Cucamonga Public Library - Victoria Gardens Branch Location 12505 Cultural Center Dr., Rancho Cucamonga, CA Owner City of Rancho Cucamonga Project Description This 23,000 s.f. library includes adult and childrens services, teen scene, literacy and computer technology lab. The childrens story room is circular in shape and shares a theatrical theme consistant with the performing arts theater within the Cultural Center. Construction Cost Included within the $43 million Cultural Center project. Completion Date August, 2006 Contact Mr. Kevin McArdle, Community Service Director Mr. Robert Karatsu, Library Director Awards AIA Inland California Chapter 2006 Design Awards “People's Choice” CPRS 2006 Award of Excellence VICTORIA GARDENS CULTURAL CENTER LOCATION 12505 Cultural Center Dr., Rancho Cucamonga, CA OWNER City of Rancho Cucamonga PROJECT DESCRIPTION 90,000 s.f. facility designed in association with WLC Architects includes a 540 seat Theater, Library, and Event Center. The complex also includes two adjacent parking structures with a capacity of 1179 cars. CONSTRUCTION COST Included within the $43 million Cultural Center project. COMPLETION DATE August, 2006 CONTACT Mr. Kevin McArdle, Community Service Director Mr. Robert Karatsu, Library Director AWARDS AIA Inland California Chapter 2006 Design Awards “People's Choice” CPRS 2006 Award of Excellence 8439 White Oak Ave., Suite. 105 | Rancho Cucamonga, CA 91730 Tel. (909) 980-1361 | Fax. (909) 944-5814 | www.pitassiarchitects.com Victoria Gardens Cultural Center Location 12505 Cultural Center Dr., Rancho Cucamonga, CA Owner City of Rancho Cucamonga Project Description 90,000 s.f. facility designed in association with WLC Architects includes a 540 seat Theater, Library, and Event Center. The complex also includes two adjacent parking structures with a capacity of 1179 cars. Construction Cost $43 million, including parking structures Completion Date August, 2006 Contact Mr. Kevin McArdle, Community Services Director City of Rancho Cucamonga Awards AIA Inland California Chapter 2006 Design Awards “People's Choice” CPRS 2006 Award of Excellence 8439 White Oak Ave., Suite. 105 | Rancho Cucamonga, CA 91730 Tel. (909) 980-1361 | Fax. (909) 944-5814 | www.pitassiarchitects.com Victoria Gardens Cultural Center Location 12505 Cultural Center Dr., Rancho Cucamonga, CA Owner City of Rancho Cucamonga Project Description 90,000 s.f. facility designed in association with WLC Architects includes a 540 seat Theater, Library, and Event Center. The complex also includes two adjacent parking structures with a capacity of 1179 cars. Construction Cost $43 million, including parking structures Completion Date August, 2006 Contact Mr. Kevin McArdle, Community Services Director City of Rancho Cucamonga Awards AIA Inland California Chapter 2006 Design Awards “People's Choice” CPRS 2006 Award of Excellence Page 118 60 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 61 3PROJECT UNDERSTANDING Page 119 City of Rancho Cucamonga RFP Regina Winery Reuse Project 63 ORGANIZATION AND STAFFING PLAN 62 City of Rancho Cucamonga RFP Regina Winery Reuse Project PROJECT UNDERSTANDING The Regina Winery Reuse Project represents a unique opportunity for adaptive reuse of a historical and cultural marker in the City of Rancho Cucamonga. The neighborhood- based project will contribute diverse housing opportunities, a mix of retail and food service, office uses, and a learning village called CORE Academy. An inviting mixed-use neighborhood will respect the heritage of the Regina Winery, anchored by the CORE Academy, and developed in service to the local community. The success of the project will harness the energy of City staff and interests of local community residents, visitors, and employees. The vision for the site is based on the following guiding principles: CREATIVE REUSE OF THE REGINA WINERY The Regina Winery buildings will become the center of a creative campus anchored by National Core, and Rancho Cucamonga's creative community. The most historic parts of the complex, specifically the oldest six sheds, will be fully preserved to accommodate both legacy and contemporary uses. More contemporary additions (the flat roof infill between the western sheds) and structures with little architectural merit (the current wineshop) will be removed. The portions that remain will be brought up to applicable code, including seismic requirements. Some perimeter walls will be modified to allow for exterior access, improved lighting, and ventilation. However, all these changes will be executed so that the updates blend so seamlessly with historic elements that the final impression is that the winery always existed in that condition. To honor the food and beverage service that were an important part of the Regina Winery, portions of the historic sheds will be customized to accommodate a wine shop, wine tasting bar, micro winery, and a winery-themed banquet facility. Each of these will be tailored to provide a boutique experience that is not available from big- box retailers and corporate properties. They will feature small craft labels, a chef- driven California cuisine menu, and banquet decor that uses historic equipment, such as the giant, old-growth wine vats. Throughout the complex there will be history displays (developed in collaboration with local preservationists, the Filippi brothers, and other people with a connection to the winery) to provide self- guided tours of the history of the Regina property, as well as the larger story of the wine industry's lasting impact on Rancho Cucamonga. Additional guided tours will also be available for special events. The highlight of these tours will be a small batch micro winery that supports the creation of new vintages and vinegars. A three-tank system will take visitors through the process of sourcing grapes (with a preference for locally sourced Cucamonga Valley AVA grapes, if available) all the way through crushing, aging, and bottling. The balance of the space in the historic sheds will be turned into one of the Inland Empire's largest clusters of live-work creative arts spaces. Modeled on Arteco Partners’ highly successful loft projects in Claremont, Pomona, and Ontario, the lofts will support both commercial and creative uses. Each loft will be fully equipped with features favored by creative professionals such as open floor plans, high ceilings, natural light, industrial finishes, storefronts, and mezzanine decks. Within this blank canvas, a carefully curated tenant mix will aggregate a diverse mix of artistic ventures that complements National CORE’s role as a developer of creative solutions to California's housing crisis. The lofts will also positively reflect the City's growing creative scene and activate the site’s pedestrian experience. Common tenants for these types of spaces include practicing artists, galleries, music studios, art and music instruction, craft artisans (e.g., woodworkers, jewelry smiths, ceramicists), architects, printers, specialty boutiques, and clothing designers. Together with the wine-themed attractions, loft tenants will help generate an ever- evolving calendar of activities that draw in local and regional visitors. Furthermore, there will be art exhibitions, art walks, history tours, product launches, community fairs, and public concerts. The Regina Winery will once again become a thriving destination for commerce and community. COMPLIMENTARY COMMERCIAL AND COMMUNITY PROGRAM Our planning concept anticipates programmable outdoor and indoor spaces to accommodate a variety of events for the public and our residents. Pedestrian connectivity is provided to the retail centers west of the site and to the existing gate house on the south side of the site. An easy walk to and from Victoria Gardens via Arbor Lane will also be accessible through a vineyard and tree lined paseo along the east side of the site. BUILD INCLUSIVE HOMES FOR RANCHO CUCAMONGA RESIDENTS The project will expand Rancho Cucamonga’s residential offerings by 270 new homes across a spectrum of housing types, sizes, and affordability ranges. The initial residential program has been designed to support the City’s long term housing goals, while also integrating creative spaces for local businesses. The development team would work with City agencies, residents, and local stakeholders to refine the residential program to best serve the needs of the community. The initial concept is envisioned to support: • One hundred thirty market-rate apartment homes clustered at the southern end of the site in three-to- four story stacked flat apartments. The units range in size between one- and three-bedroom homes with a variety of high-end amenities. • Forty live/work artist lofts that provide opportunities for emerging entrepreneurs to engage the local business environment. • An additional 100 rental homes in the northwest corner of the site that would be affordable to a variety of household incomes. These homes would be arranged as stacked flats oriented around a series of courtyards that open to the south and west to best take advantage of natural light and air while articulating the building massing. INVEST IN DIVERSE PLACES AND OPEN SPACES TO SERVE RESIDENTS AND VISITORS The mission and vision of the Regina Winery Reuse Project is to create a thriving neighborhood with a strong sense of community. The site is conveniently located near parks, community services, and cultural amenities that support a diverse mix of affordable and market rate housing types. The integration of an economic mobility focus through a new CORE Academy will promote forward thinking, diverse, and innovative academic instruction, while building a regional model for attracting and retaining a skilled workforce. The Regina Winery Reuse Project will aim to create a live-work-play-do environment centered around a new associated flex space which will serve as a gathering space for live-work residents, CORE Academy students, and CORE corporate staff as well as the public. An invigorated and reenergized winery will draw visitors to a new, experiential space in the city designed to provide a special place connected to thriving cultural amenities, a dynamic employment center, a learning village, and boutique winery experience. Approach Page 120 64 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 65 PROJECT UNDERSTANDING ORGANIZATIONAL CHARTS Legal & Financial Responsibilities Organizational Chart ARTECO PARTNERS Co-Developer CITY OF RANCHO CUCAMONGA OPERATIONS/ MAINTENANCE NATIONAL CORE Lead Developer COA Manager REGINA WINERY, LLC To-be-formed (LLC Operating Agreement) LIMITED PARTNERSHIPS (Managing General Partner, Managing Member) DEBT PROVIDERS REGULATORY AGENCIES PRIVATE EQUITY/LIHTCPACIFIC FRONTIER Co-Developer Development Agreement (DA) Ground Lease Agreement Common Area Association (COA) Financing Documents O&M Agreements/ CC&Rs Operation/Asset Management Contracts Organization & Staffing Plan COMMUNITY OUTREACH Alexa Washburn, National CORE Ed Tessier, Arteco DIVERSITY, EQUITY & INCLUSION Bryce Hudson, National CORE DESIGN AND CONSTRUCTION Architecture and Planning Keith Labus, KTGY Pete Pitassi, PAI Construction Christopher Killian, CORE Jerry Tessier, Arteco Pacific Frontier Chris Dydzyk ENTITLEMENTS AND CEQA Peter Pitassi, AIA (PAI) Alexa Washburn, National CORE FINANCE AND LEGAL National CORE Ashley Wright Arteco Jerry Tessier Pacific Frontier Brian Bush COMMUNITY MANAGEMENT Affordable Rental, CORE Academy and Office Management Dan Lorraine, CORE Courtney Richard, CORE Live/Work Residential and Flex Space Alejandra Rosales-Tessie, Arteco Market Rate Apartments Pacific Frontier • The three development partners (CORE / Arteco / Pacific Frontier) will create a master development LLC entity that will purchase the J. Filippi Winery from Joseph Filippi and become the “lessee” in the current master lease. The LLC will oversee planning, design, and entitlements including the creation of any parcel map that may be necessary. CORE will be the managing member of the master LLC. • CORE will act as the master site developer to complete the infrastructure, mass grading and offsite improvements then each of the three developer entities will reimburse CORE their pro rata share of the cost of those master improvements and build their own projects. • CORE will construct & manage its own office property (e.g., CORE Academy) whether it is a new stand-alone building(s) or reuse of the existing winery improvements. • CORE (through a to be formed LIHTC limited partnership) will construct and manage its own affordable/mixed income rental housing community. • Pacific Frontier will construct and manage its own market rate rental community. • Arteco will handle the adaptive reuse renovation of the existing improvement into rental live/work “lofts” and associated flex space and will manage those units and spaces. Page 121 City of Rancho Cucamonga RFP Regina Winery Reuse Project 6766City of Rancho Cucamonga RFP Regina Winery Reuse Project PROJECT UNDERSTANDING Concept Plan In collaboration with KTGY and Pitassi Architects, Inc., the Project Team proposes an initial design concept that creates a new ecosystem with the adaptive reuse of the Regina Winery. Our all-inclusive development and planning team understands and shares the importance of enhancing community in Rancho Cucamonga. We intend to develop a groundbreaking mixed-use neighborhood that breathes new life into the Regina Winery – portions of the existing historical structure will be preserved, enhanced, and transformed into community-serving micro-winery uses, dining spaces, artist live-work lofts, and event space. Complementary uses will include high quality affordable housing integrated with comprehensive services, in addition to market rate apartments that support a safe, stable, and thriving community. The initial design concept consists of 270 new multi-family residential units, 82,000 square feet of retail and office space, an array of onsite amenities and 776 parking spaces throughout the site. This rich balance of housing, office space, boutique dining, and onsite amenities seeks to deliver a real mixed-use work-life synergy to foster a contemporary and dynamic ambiance for residents and guests. PROPOSED SITE PLAN The site includes a creative learning community consisting of six structures connected by open spaces. Entering the site from the central signalized access point, guests and residents would be greeted by approximately 82,000 square feet of combined ground floor creative space across two two-story structures. National CORE’s new CORE Village would be divided between the two buildings featuring above-ground office and learning areas as well as outdoor flex spaces with paseos designed to provide al-fresco remote working environments. The new CORE Village proposes to integrate office uses with learning + development as part of a new CORE Academy: a regional center for learning about affordable housing, a space for community-based workshops, and flexible job training. This unique approach to adaptive reuse enriches a broader housing ecosystem and provides a model for a learning-integrated neighborhood. Further west and adjacent to CORE Village, the renovated winery building will accommodate 40 live/work lofts desired by artists, emerging professionals, and creative incubator enterprises. To honor the food and beverage services that were an integral part of the Regina Winery, portions of the historic sheds on the ground floor will be customized to accommodate a wine shop, wine tasting bar, micro winery, and winery-themed banquet facility. The northwest corner of the site would feature a three-story u-shaped podium affordable multi-family community. A total of 100 units of deed-restricted rental units ranging from one-to three-bedroom residences would be provided for various household sizes. On the second floor of the affordable multi-family community, there would be additional office space for National CORE headquarters and CORE Academy. Onsite amenities would include an outdoor pool and tot-lot as well as a community room to serve as a hub for supportive services. Dividing the buildings facing Baseline and those in the exterior portion of the site is a single vehicular pathway with parking stalls and lushly landscaped paseos to tie the site all together. Connectivity will be provided to the existing entry gate on the south side of the site providing easy access to Victoria Gardens. Market-rate housing is another component of the variety of land uses envisioned at the new Regina Winery. Strategically located on the southern portion of the site, the market-rate planning area will encompass approximately ±4.64 acres. The Project would include approximately ±130 apartment units in two 4-story buildings with tuck under parking. Amenities included are a leasing/amenity building, pool/recreational area, open space, barbeque area, and connections to nearby uses. The unit mix will include a variation of one-, two- and three- bedroom units with unit sizes ranging from 700 square feet to 1,400 square feet. Accessibility to the Project would be from three locations: two shared driveways from the Winery along Baseline Road and a third point of access though the adjacent retail center. The Project is designed purposely with parking situated on the south side of the two buildings, creating a sizeable buffer between the two-story single-family homes and an internal circulation for the Winery Reuse Project. As currently planned, the facades of the two market-rate buildings will be fronting the main internal loop street that will create synergy amongst other uses within the new Regina Winery. The market-rate apartments will be a flagship community that will complement surrounding uses and encouraging walkability to its future residents, creating a unique sense of place. In harmony with the site’s viniculture heritage, a vineyard and tree-lined paseo would further enhance the outdoor pedestrian experience and provide access to Victoria Gardens via Arbor Lane. CONCEPT PLAN Page 122 68 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 69 PROJECT UNDERSTANDING CONCEPT PLAN Page 123 70 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 71 PROJECT UNDERSTANDING Role of the City The Team anticipates a collaborative process, with the City providing input and direction on the site plan, support for entitlement processing and addressing other barriers that might develop throughout this project. Timeline PREDEVELOPMENT In the months following the project award, predevelopment efforts will advance as follows: Public Outreach and Community Engagement The Team recognizes that community engagement is critical to the success of the project. Upon selection, we will initiate the outreach program by identifying key stakeholders and organizations that would have an interest in the site. This would be in addition to one-on-one meetings with key stakeholders to gain an understanding of the community’s perspective. Direct face-to-face meetings with key political, business, and community leaders would be the first step. In addition, the Team will reach out to the larger Rancho Cucamonga community by engaging organizations beyond those typically interested in a real estate project, such as artist organizations, community festivals, community commons businesses (e.g., popular coffeehouses and bookstores) and vocational associations. The resulting engagement—the listening, learning, and refining of relationships – will ensure the project’s relevance to the larger community, maximizing opportunities for collaboration and creating a customer base for the project prior to its opening. Disposition & Development Agreement and Ground Lease Negotiations Simultaneous to the activities described below, the Team and the City will begin negotiating and enter into a disposition and development agreement (DDA) that will describe the terms of the ground lease, development program, required projects entitlements and construction schedule. Entitlements & CEQA Our experienced staff will work closely with the City to ensure a smooth entitlement process and CEQA schedule to move the project forward while ensuring consistency with local, state, and federal regulations. Regular check-ins between the Project Team and City staff will be scheduled to guide the project through the environmental process making sure that all facets of the development process are meticulously completed. Construction Phase During project construction, the Project Team will address neighborhood construction concerns by providing a direct construction hotline (which later converts to an early-on interest list to lease an apartment operated by CORE in-house Property Management staff). Invitations for onsite informal morning meetings would also be provided during the construction phase for members of the community (via Easy-Up tarp, chairs, table, Danish/coffee). This informal booth approach allows residents to stop by in the morning to talk with project staff regarding concerns and/or comments. Our team may also hang easy-to-read door hangers around the neighborhood as time sensitive construction phases arise Financial Ability & Development Experience EXPERIENCE LEVERAGING INVESTMENTS National CORE team members skillfully prepare project financial projections and structure each property’s unique capital stack to strategically position a proposed development until it is fully funded. Our partners for the Regina Winery Reuse Project also bring an extensive track record of collaboration on public and private developments, strong working relationships with financial partners, and a long history of successfully building and operating projects of various scales. Preliminary Financial Analysis The proposed project is comprised of four components that include affordable residential units, market-rate residential units, adaptive reuse and office/retail space that will each generate value to the City of Rancho Cucamonga. National CORE’s nearly 30-years of experience of owning and operating rental housing communities in Rancho Cucamonga, along with its unique relationship with Rancho Cucamonga, provides access to exclusive funding that can be used to finance a portion of the proposed development. The National CORE led team has prepared a preliminary financial analysis on each of the four components. However, our teams’ financial information is proprietary, specifically related to the future development of the Regina Winery. Our team is prepared to discuss its preliminary financial analysis in detail with the City of Rancho Cucamonga upon selection. Proposed Terms The goal of this strategic partnership between National CORE, Pacific Frontier and Arteco Partners is to build long-term relationships with its residents, tenants, the broader community, and the City of Rancho Cucamonga. Our proposed development includes features that the City has indicated are highly desirable for this unique development opportunity. We look beyond short-term gains, design and build for a long-term benefit, ultimately retaining a partnership with the City of Rancho Cucamonga for decades. Our experience has shown that this leads to not only the highest financial benefit, but a catalyst for public growth. Upon written approval of the selection process of the RFP, the National CORE team will create a master development LLC entity and enter into an exclusive negotiating agreement with the City of Rancho Cucamonga. With a collaborated effort of the City, the master development LLC would negotiate mutually agreeable terms with J. Filippi Winery from Joseph Filippi to assign the existing lease to the master development LLC. Simultaneously, the National CORE team will work with the City of Rancho Cucamonga to amend the existing lease for the Filippi Winery to address the unique aspects of the Winery Reuse Project. The amended lease will provide subleases to each of the four components of the overall Project. Terms and conditions of the amended lease and sub- leases will be flexible to generate the highest economic value and impact for the City of Rancho Cucamonga that may include, but are not limited to financial contributions, private-public partnership, and profit participation. Page 124 72 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 73 PROJECT UNDERSTANDING Milestone Activity 2021 2022 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Project Initation RFP Due Date June 3, 2021 Approval of Development Agreement (8 weeks) Development Concepts (8 weeks) Community Outreach & Engagement (8 weeks) Entitlements Due Diligence Studies - soils, phase 1, ALTA survey, traffic, noise, etc., Appraisals (12-16 weeks) Land Use Framework - DRC, GPA/ZC, CEQA (20 weeks) Financing Construction Loan (4-8 weeks) Construction Construction Drawings (8-12 weeks) Plan Check (12-16 weeks) Issuance of Building Permits Construction (8 months modular/pre-fab) 100% Sold or Fully Leased (8-12 weeks) NOTE: This timeline is an estimate only and will be refined in conjunction with City staff upon award of contract. Schedule adjustments require coordination of City Staff and Consultant, and accommodation for time remaining on project. Sites 2 and 3 Option A: 17 Single-Family Detached Homes 1 Milestone Activity 2021 2022 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Project Initation RFP Due Date June 3, 2021 Approval of Development Agreement (8 weeks) Development Concepts (8 weeks) Community Outreach & Engagement (8 weeks) Entitlements Due Diligence Studies - soils, phase 1, ALTA survey, traffic, noise, etc., Appraisals (12-16 weeks) Land Use Framework - DRC, GPA/ZC, CEQA (20 weeks) Financing Construction Loan (4-8 weeks) Construction Construction Drawings (8-12 weeks) Plan Check (12-16 weeks) Issuance of Building Permits Construction (8 months modular/pre-fab) 100% Sold or Fully Leased (8-12 weeks) NOTE: This timeline is an estimate only and will be refined in conjunction with City staff upon award of contract. Schedule adjustments require coordination of City Staff and Consultant, and accommodation for time remaining on project. Sites 2 and 3 Option A: 17 Single-Family Detached Homes 1 Milestone Activity 2021 2022 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Jun Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Project Initation RFP Due Date June 3, 2021 Approval of Development Agreement (8 weeks) Development Concepts (8 weeks) Community Outreach & Engagement (8 weeks) Entitlements Due Diligence Studies - soils, phase 1, ALTA survey, traffic, noise, etc., Appraisals (12-16 weeks) Land Use Framework - DRC, GPA/ZC, CEQA (20 weeks) Financing Construction Loan (4-8 weeks) Construction Construction Drawings (8-12 weeks) Plan Check (12-16 weeks) Issuance of Building Permits Construction (8 months modular/pre-fab) 100% Sold or Fully Leased (8-12 weeks) NOTE: This timeline is an estimate only and will be refined in conjunction with City staff upon award of contract. Schedule adjustments require coordination of City Staff and Consultant, and accommodation for time remaining on project. Sites 2 and 3 Option A: 17 Single-Family Detached Homes 1 Schedule SITES 2 AND 3 OPTION A: 17 SINGLE FAMILY DETACHED HOMES NOTE: This timeline is an estimate only and will be refined in conjunction with City staff upon award of contract. Schedule adjustments require coordination of City Staff and Consultant, and accommodation for time remaining on project. Page 125 74 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 75 PROJECT UNDERSTANDING AN ECONOMIC MOBILITY INITIATIVE FOR LOW-INCOME RESIDENTS As a leading affordable home developer in Southern California, National CORE has a 28-year history of building safe, dignified, high-quality communities for individuals and families, and has demonstrated their commitment to the support, well-being, and economic independence of their residents. National CORE/Hope through Housing Foundation have worked for years to increase the economic mobility of its residents, and as we emerge from the COVID pandemic, CORE is doubling down on efforts to support its residents’ financial literacy, increase their transition to homeownership, and provide pathways to increased employment. To this end, National CORE/Hope through Housing Foundation have formed a partnership with Chaffey College and the City of Rancho Cucamonga on an innovative workforce development initiative for low-income individuals and families. Building upon the strengths of the organizations, National CORE and Chaffey College are developing CORE Academy, a program that will provide employment training, mentoring, and a pipeline to job placement. CORE Academy will prepare low-income individuals to enter the field of Property Management, Property Maintenance, and other related industries. These are strong, entry-level roles in a bustling industry, especially here in Southern California. The value and marketability of specially trained individuals in these areas of affordable housing can be defined by the complexity of Fair Housing and HUD related regulations and compliance requirements, which far exceed typical market-rate property management. These complexities, and the accompanying risk and exposure to affordable developers and owners, make well-trained professionals in these roles attractive hires in the marketplace. Median salaries for the series of Property Management positions range from $35,000-$70,000, and median salaries for the series of Property Maintenance positions range from $37,000-$70,000. Residents often lack the direct training and experience to qualify for these positions, and CORE Academy will help bridge that gap. CORE Academy program components include: • Training delivered in conjunction with Chaffey College, including the creation of a Property Management Certificate program that increases students’ value when completing the program. • Training includes a 12-week comprehensive curriculum covering topics such as Fair Housing and Tenant laws, site management, marketing, financial management, staff hiring and training, risk management, and planning skills. • Each week, the training module will include direct onsite experience and mentorship by an existing CORE employee. • The program will be available to current and future CORE residents, as well as others from the surrounding community. • Graduates will help to fill ongoing staffing needs within CORE as well as other affordable housing developers and property management companies. • In the future, additional industry training programs may be added, from construction trades to culinary to child development. CORE Academy will be housed on a new consolidated campus that will include: • Training Center – In order to provide a real-life learning laboratory for training, CORE will be responsible for building or providing adjacent affordable units as part of the campus which will house families, seniors and/or those with special needs. A minimum of 100 units will be dedicated to this purpose. • Labs and Classrooms – Students will have the opportunity for onsite, hands-on training and experience from experienced leaders in the field. • Resident Community Center/ Resident Training Space – Additional space will be dedicated to elevating resident health, well- being, and self-sufficiency including youth development programs, financial literacy and economic mobility programs, and health and wellness education and activities. • Corporate Headquarters – The campus will include dedicated office space for the corporate team that leads operations, including planning, development, construction, and the property management and social services for more than 90 properties with 8,000 apartment homes nationwide. Funds totaling $1,750,000 would be attributed directly to: • A partnership with the City of Rancho Cucamonga, to adaptively reuse existing underutilized property in the city or the development of new facilities to include learning labs and classroom spaces, as well as space for a resident community center. • One-time program costs during start-up and launch phases. REQUESTED FUNDING WILL NOT BE UTILIZED FOR THE CONSTRUCTION OF AFFORDABLE HOUSING UNITS CORE Academy4APPENDIX Page 126 76 City of Rancho Cucamonga RFP Regina Winery Reuse Project City of Rancho Cucamonga RFP Regina Winery Reuse Project 77 PROJECT UNDERSTANDING May 28, 2021 Richard Munkvold, Chief Financial Officer FH II, LLC 2151 E. Convention Center Way, Ste 222 Ontario, CA 91764 RE: Umpqua Bank relationship with Frontier Communities Dear Rich, Per your request, Umpqua Bank is pleased to validate the established and performing banking relationship that Frontier Communities (and affiliates) has had with the Homebuilder Finance Group (HFG). Umpqua Bank is currently in the process of renewing, and increasing, a $20,000,000 Advised Revolving Internal Guidance Line (IGL) to FH II, LLC. Proposed maturity of the IGL will be June 1, 2022. This will be the 4th annual renewal of the IGL as the Bank originally approved the credit facility in July 2017. Since inception of utilizing the IGL, the client has borrowed $148 million and repaid $132 million in outstanding’s. In December 2019, the Bank also financed a $15.5MM Construction Loan to develop 160 residential apartment units in Hesperia, CA. Construction of the project was completed in December 2020 and the Bank was paid off in full in March 2021. James L. Previti, 100% owner of FH II, LLC, has been an exemplary Borrower and client of the Homebuilder Finance Group at Umpqua Bank. All debt obligations have performed as agreed and the Bank anticipates financing several new loan opportunities coming online in late 2021. Should you have any further questions, please feel free to contact me. Sincerely, Umpqua Bank Homebuilder Finance Group Patrick Rye Vice President, Senior Relationship Manager 1 May 27, 2021 Richard Munkvold, Chief Financial Officer FH II, LLC 2151 E. Convention Center Way, Suite 222 Ontario, CA 91764 RE: Banking Relationship – FH II, LLC Dear Rich, At your request, the purpose of this letter is to confirm the long standing and performing banking relationship that FH II, LLC (and affiliates) have had with Housing Capital Company, a division of U.S. Bank (HCC). HCC has extended a Borrowing Base Facility (Revolving Line of Credit) to FH II, LLC in the amount of $15,000,000 and is in process of increasing it to $40,000,000 subject to review and execution of updated loan documentation. The facility originated on September 24, 2013 and has a current maturity date of September 24, 2021. The current outstanding balance as of May 27, 2021 is $-0-. Upon the addition of newly identified collateral, the facility will be secured by multiple Deeds of Trust on collateral in and around the high desert markets of California. FH II, LLC and James Previti are a valued customer of Housing Capital Company, a division of U.S. Bank. All loans have performed as agreed. We look forward to continuing our relationship and future financing opportunities as they are identified and considered. If you have any further questions, please do not hesitate to contact me. Very truly yours, U.S. Bank National Association, d/b/a/ Housing Capital Company Jayson J. Buechler Senior Vice President REFERENCE LETTERS Page 127 THANK YOU Page 128 Architecture + PlanningPage129 ltJ] TEMECULA VALLEY -WINERY MANAGEMENT Regina Winery Reuse Project 1246 7 Base Line Road Rancho Cucamonga I Ca I 91739 SUBMITHD ON BEHAL!=" 01=" LANG (ANTHONY) ZHANG I JUNE 3, 2021 Attachment 5 Page 130 Page 131 Page 132 Page 133 Page 134 Page 135 Page 136 Page 137 Page 138 Page 139 Page 140 Page 141 Page 142 Page 143 Page 144 Page 145 Page 146 Page 147 Page 148 Page 149 Page 150 Page 151 Page 152 Page 153 Page 154 Page 155 Page 156 Page 157 (Fourth Operational Year) Tasting Room/Membership/Tours Weddings and Events Restaurant/Hidden Bar Lodging Winemaking Accounting Marketing Facilities HR Property Combined Labor Rate: Total Employees:247 Base Compensation per Employee 26,265.83$ Gross Compensation per Employee 33,871.09$ Total Management Employees 27 Average Management Gross Comp.58,294.81$ Department Managers 11 Average Dept. Manager Gross Comp.70,978.18$ Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Tasting Room QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Hospitality Operations Manager 1 85,000.00$ 1 85,000$ 8,000$ -$ -$ 93,000$ 93,000$ Assistant TR Manager 3 18.00$ 40 112,320$ -$ -$ -$ 112,320$ 37,440$ Membership Manager 1 75,000.00$ 1 75,000$ -$ -$ -$ 75,000$ 75,000$ Host Department Manager 1 18.00$ 40 37,440$ 6,000$ 6,000$ 6,000$ 49,440$ 49,440$ TR Service Staff 25 15.00$ 25 487,500$ 7,500$ 10,500$ 262,500$ 937,500$ 37,500$ TR Support Staff 25 15.00$ 20 390,000$ -$ 7,000$ 175,000$ 565,000$ 22,600$ Host 10 15.00$ 20 156,000$ 3,000$ 13,500$ 135,000$ 321,000$ 32,100$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Winemaking QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Winemaker 1 85,000.00$ 1 85,000$ -$ -$ -$ 85,000$ 85,000$ Assistant Winemaker 1 20.00$ 40 41,600$ -$ -$ -$ 41,600$ 41,600$ Cellarmaster 1 20.00$ 40 41,600$ -$ -$ -$ 41,600$ 41,600$ Wine Production Team 15 15.00$ 40 468,000$ -$ -$ -$ 468,000$ 31,200$ Combined Payroll Impact -$ -$ Combined Dept Income (inc. Grat.) Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Events QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Wedding & Events Manager 1 65,000.00$ 1 65,000$ 50,000$ -$ -$ 115,000$ 115,000$ Coordinator 1 20.00$ 40 41,600$ -$ -$ -$ 41,600$ 41,600$ 17% 636,200$ Department Payroll Department Gross Income (inc. Gratuities) 2,153,260.00$ 781,360.00$ (inc. commissions) 1,574,760.00$ 778,860.00$ 3,454,020.00$ 772,200.00$ -$ -$ -$ 636,200.00$ 233,400.00$ 98,080.00$ 772,200.00$ 636,200.00$ 233,400.00$ 98,080.00$ 6,128,913.00$ 1,872,000.00$ 2,156,520.00$ 172,640.00$ 65,000.00$ 65,000.00$ 19,706,497.00$ 6,487,660.00$ 8,366,160.00$ 172,640.00$ Cucamonga Valley Winery Resort Annual Revenue and Wages Overview 636,200$ -$ Department 9,205,584.00$ 2,500,000.00$ Revenue 33% -$ 1,574,760$ 2,153,260$ 9,205,584$ Banquet Captain 1 18.00$ 40 37,440$ -$ -$ -$ 37,440$ 37,440$ Events Assistant 1 16.00$ 25 20,800$ -$ -$ -$ 20,800$ 20,800$ Banquet Staff 12 16.50$ 25 257,400$ -$ -$ -$ 257,400$ 21,450$ Executive Chef 1 20,000.00$ 1 20,000$ -$ -$ -$ 20,000$ 20,000$ Chef de Cuisine 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Banquet Cook 6 16.00$ 30 149,760$ -$ -$ -$ 149,760$ 24,960$ Dishwasher 4 15.00$ 30 93,600$ -$ -$ 2,500$ 93,600$ 23,400$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Restaurant QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Front of House Manager 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Assistant FOH Manager 2 18.00$ 40 74,880$ -$ -$ -$ 74,880$ 37,440$ Waitstaff 25 15.00$ 25 487,500$ -$ 25,000$ 625,000$ 1,112,500$ 44,500$ Support Staff 20 15.00$ 20 312,000$ -$ 13,000$ 260,000$ 572,000$ 28,600$ Bar Manager 1 18.00$ 40 37,440$ -$ 20,000$ 20,000$ 57,440$ 57,440$ Bartender 12 15.00$ 25 234,000$ -$ 25,000$ 300,000$ 534,000$ 44,500$ Cocktail Server 4 15.00$ 20 62,400$ -$ 20,000$ 80,000$ 142,400$ 35,600$ Executive Chef 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Chef de Cuisine 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Sous Chef 2 18.00$ 40 74,880$ -$ -$ 5,000$ 74,880$ 37,440$ Line Cook 16 16.00$ 30 399,360$ -$ -$ 5,000$ 399,360$ 24,960$ Dishwasher 12 15.00$ 30 280,800$ -$ -$ 2,500$ 280,800$ 23,400$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Lodging QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Lodging Manager 1 65,000.00$ 1 65,000$ -$ -$ -$ 65,000$ 65,000$ Office Manager/Front Desk MGR 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Front Desk/Concessions 8 18.00$ 30 224,640$ -$ -$ -$ 224,640$ 28,080$ Housekeeping 8 15.00$ 40 249,600$ -$ -$ -$ 249,600$ 31,200$ Laundry 6 15.00$ 40 187,200$ -$ -$ -$ 187,200$ 31,200$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Accounting QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Controller 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Purchasing Manager 1 65,000.00$ 1 65,000$ -$ -$ -$ 65,000$ 65,000$ Accounting Clerk 1 20.00$ 40 41,600$ -$ -$ -$ 41,600$ 41,600$ Merchandiser 2 15.00$ 30 46,800$ -$ -$ -$ 46,800$ 23,400$ 781,360$ 772,200$ 1,872,000$ 41% 6,128,913$ 35% 3,454,020$ 2,156,520$ 772,200$ 778,860$ 2,500,000$ 31% Page 158 Combined Payroll Impact -$ -$ Combined Dept Income (inc. Grat.) Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Marketing QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Marketing Manager 1 70,000.00$ 1 70,000$ -$ -$ -$ 70,000$ 70,000$ Social Media Manager 1 18.00$ 30 28,080$ -$ -$ -$ 28,080$ 28,080$ Combined Payroll Impact -$ -$ Combined Dept Income (inc. Grat.) Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Facilities QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Facilities Manager 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Janitorial 4 15.00$ 30 93,600$ -$ -$ -$ 93,600$ 23,400$ Landscaping 1 16.00$ 40 33,280$ -$ -$ -$ 33,280$ 33,280$ Combined Payroll Impact -$ -$ Combined Dept Income (inc. Grat.) Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Human Resources QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. HR Manager 1 65,000.00$ 1 65,000$ -$ -$ -$ 65,000$ 65,000$ Combined Payroll Impact -$ -$ Combined Dept Income (inc. Grat.) 233,400$ 233,400$ 172,640$ 65,000$ 98,080$ 98,080$ 172,640$ 65,000$ Banquet Captain 1 18.00$ 40 37,440$ -$ -$ -$ 37,440$ 37,440$ Events Assistant 1 16.00$ 25 20,800$ -$ -$ -$ 20,800$ 20,800$ Banquet Staff 12 16.50$ 25 257,400$ -$ -$ -$ 257,400$ 21,450$ Executive Chef 1 20,000.00$ 1 20,000$ -$ -$ -$ 20,000$ 20,000$ Chef de Cuisine 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Banquet Cook 6 16.00$ 30 149,760$ -$ -$ -$ 149,760$ 24,960$ Dishwasher 4 15.00$ 30 93,600$ -$ -$ 2,500$ 93,600$ 23,400$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Restaurant QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Front of House Manager 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Assistant FOH Manager 2 18.00$ 40 74,880$ -$ -$ -$ 74,880$ 37,440$ Waitstaff 25 15.00$ 25 487,500$ -$ 25,000$ 625,000$ 1,112,500$ 44,500$ Support Staff 20 15.00$ 20 312,000$ -$ 13,000$ 260,000$ 572,000$ 28,600$ Bar Manager 1 18.00$ 40 37,440$ -$ 20,000$ 20,000$ 57,440$ 57,440$ Bartender 12 15.00$ 25 234,000$ -$ 25,000$ 300,000$ 534,000$ 44,500$ Cocktail Server 4 15.00$ 20 62,400$ -$ 20,000$ 80,000$ 142,400$ 35,600$ Executive Chef 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Chef de Cuisine 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Sous Chef 2 18.00$ 40 74,880$ -$ -$ 5,000$ 74,880$ 37,440$ Line Cook 16 16.00$ 30 399,360$ -$ -$ 5,000$ 399,360$ 24,960$ Dishwasher 12 15.00$ 30 280,800$ -$ -$ 2,500$ 280,800$ 23,400$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Lodging QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Lodging Manager 1 65,000.00$ 1 65,000$ -$ -$ -$ 65,000$ 65,000$ Office Manager/Front Desk MGR 1 22.00$ 40 45,760$ -$ -$ -$ 45,760$ 45,760$ Front Desk/Concessions 8 18.00$ 30 224,640$ -$ -$ -$ 224,640$ 28,080$ Housekeeping 8 15.00$ 40 249,600$ -$ -$ -$ 249,600$ 31,200$ Laundry 6 15.00$ 40 187,200$ -$ -$ -$ 187,200$ 31,200$ Combined Payroll Impact Combined Dept Income (inc. Grat.) Anticipated Dept. Revenue Anticipated Dept. Labor Rate Hours/Wk Annual Comb.Comm./Gratuity/Total Total Group Emp. Annual Department: Accounting QTY Rate or Year Wages Bonus/Emp.Employee Gratuity Comp.Comp. Controller 1 80,000.00$ 1 80,000$ -$ -$ -$ 80,000$ 80,000$ Purchasing Manager 1 65,000.00$ 1 65,000$ -$ -$ -$ 65,000$ 65,000$ Accounting Clerk 1 20.00$ 40 41,600$ -$ -$ -$ 41,600$ 41,600$ Merchandiser 2 15.00$ 30 46,800$ -$ -$ -$ 46,800$ 23,400$ 781,360$ 772,200$ 1,872,000$ 41% 6,128,913$ 35% 3,454,020$ 2,156,520$ 772,200$ 778,860$ 2,500,000$ 31% Page 159 Page 160 Page 161 Presentation #1 Presented at City Council Meeting By: Cucamonga Valley Winery Resort Cucamonga Valley Winery Resort Joseph Filippi Winery / Regina Winery Reuse Project 12467 Base Line Road Rancho Cucamonga | CA | 91739 Rancho Cucamonga’s Landmark Destination Dedicated to: Providing a Resort-inspired, Winery-Centric destination for both the Rancho Cucamonga community and the entire region Preserving and communicating the heritage of the Site Connecting to the surrounding community and respecting the adjacent neighborhoods Integrating the long-standing history of Agriculture and Viticulture Creating a reputation of excellence and regional significance Sourcing local vineyards and inspiring additional vineyard owners to participate in the preservation of grape-growing and winemaking A leader in construction of large Commercial projects… FLC, LLC, a Family of Companies: Temecula Valley Winery Management Stage Ranch Farm Management Old Town Restaurant Group (OTRG) Temecula Catering Leoness Cellars Business development planning Financial planning during both construction and operational phases Assist in the evaluation of redeveloping on existing winery or assess the feasibility of new winery construction Managing the entitlement and construction of a winery project Vineyard planting, development & management Construction and development management Acquisition Lender Advisory Daily Operations Wine Club development & fulfillment Buying & merchandise management Human resources & payroll Staff training & development e-Commerce Solutions Wine marketing support & creative services Impacts / Benefits CVWR will generate estimated taxable revenues of approximately $20MM annually Strong general public and event foot traffic is estimated to range from 2,500 to 4,000 visitors per week Membership Base should see growth of 5,000 to 7,500 active Members Which translates to weekly and monthly visits to resort property Destination winery & resort will continue to promote economic growth Preservation of Rancho Cucamonga’s agriculture & winemaking history CVWR will provide fun & exciting employment opportunities CVWR will promote the “Wine Country Lifestyle” Specialty boutique retail will provide visitors and guests a unique shopping experience On-site winery production facility will purchase and use local grapes for Rancho Cucamonga winemaking CVWR will inspire and attract other winery development projects Winery resort will bring together the community for special events, traditional harvest festivities, restaurant dining and wine tasting Corporate events, special events and wedding events will make CVWR a true destination place Presentation #2 Presented at City Council Meeting By: National CORE Regina Winery Reuse Project City of Rancho Cucamonga September 8, 2021 Architecture + Planning Organizational Chart CO-DEVELOPER ASSOCIATIVE FLEX SPACE LIVE/WORK UNITS CO-DEVELOPER MARKET RATE HOUSING Architecture + Planning LEAD ARCHITECT PETER PITASSI PROJECT EXECUTIVE REGINA WINERY, LLC TO-BE-FORMED CITY OF RANCHO CUCAMONGA LEAD DEVELOPER CORE ACADEMY CORPORATE HEADQUARTERS AFFORDABLE HOUSING National CORE • Founded in 1992 • Total Units: 10,000 • Total Residents: 30,000 • Nation’s 4th Largest Nonprofit Affordable Housing Developer • Nine communities in Rancho • Full-Service Organization • Acquisitions • Planning & Development • Construction • Property Management • Compliance • Asset Management • Social Services www.nationalcore.org | www.hthf.org Together, we transform lives and communities ARTECO LOFT PROJECTSArteco Partners • Family-owned, local innovative “re-developer,” since 1992 • Renovated and repurposed one million square feet of historic buildings • Selected by public agencies to “save” historic landmarks and develop cultural attractions • Started a Culinary Concept division in 2017 specializing in food hall development (Riverside, Temecula, Claremont, and Redlands) • Promotes art-friendly businesses, public art initiatives, and educational programming 1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA ■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix. 1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA ■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix. 1717 CREATIVE HOUSING ASSOCIATES relevant projects ARTECO PARTNERS relevant projects CLAREMONT PACKING HOUSE CLAREMONT, CA■ Key anchor of the Claremont Village Expansion, Arteco preserved and restored the City’s last surviving 90,000-sf packing house. ■ Ground floor restaurants and retail spaces, 16 two-story live-work lofts, and a subterranean public parking garage ■ Well known food and entertainment destination, with a variety of successful tenants including Gus’s BBQ, Eureka Burger, Young Chefs Academy, Claremont Art Studio, Whisper House, Crepes de Paris, Packing House Wine Merchants and Flapper Comedy Club. ■ Arteco Partners, in partnership with Village Partners Ventures, is currently in the design-development stage of the 12-acre South Village Expansion, and has spearheaded the efforts of SP/EIR consultants and key stakeholders to gain approval for “high- density” mixed-use development. POMONA ARTS COLONY POMONA, CA ■ Arteco’s flagship development in downtown where over the 22 years Arteco completed the adaptive re-use of 16 mixed-use historic buildings totaling over 350,000 sf and the construction of 250 residential work-live lofts and graduate student housing apartments ■ A unique urban blend of over 30 retail stores, entertainment venues, 20 restaurants, 10 galleries, offices, and 200 artist studios and lofts grown from a single coffee shop founded by Ed Tessier ■ Notable projects include the renovation of the 1931 Art Deco Fox Theater into a 45,000 sf entertainment complex and the Pomona Packing Plant housing artists and entrepreneurs of the creative economy including furniture, fashion and graphic designers, painters, sculptors, ceramicists, and even Pomona’s first microbrewery and a satellite of the Museum of Neon Art. VAIL HEADQUARTERS TEMECULA, CA ■ 4-acre retail destination with 35,000 sf of commercial space surrounding a special events plaza/ park including new buildings in old ranch theme and the adaptive re-use of five historic buildings ■ Vail has become a living historic park for specialty restaurants, boutique stores, and special events that bring the community together, hosting a weekly Farmer’s Market, monthly craft and art fairies, weekly outdoor summer movie nights, weekly music events, seasonal celebrations, and countless pop-up events and community fundraisers. ■ A main attraction is South Riverside County’s first food hall, The Cookhouse, opened in 2019 along with a microbrewery, coffee house, restaurants, wine tasting bar, boutique clothing, pottery classes studio, and more. ■ $7 million-dollar public-private development with the County of Riverside and is subject to a 65-year ground lease with the County. For more information see Appendix. COURTYARDS AT UPLAND HILLS 16th Street • Upland, CA 91786 Medium Density Residential—For Sale The Courtyards at Upland Hills, an exclusive gated neighborhood of 66 luxury homes located along the Upland Hills Country Club. Offering five detached two -story designs creatively planned for stylish living with private yards. The floor plans feature 3 -5 bedrooms, ranging from approximately 1,984 to 2,484 sq. ft. and include an attached 2 -car garage. Exceptional amenities and modern appointments enhance each new home design. The Courtyards at Upland Hills offers homeowners abundant opportunities for leisure and recreation including an exclusive community pool, spa and BBQ area. Walk to the golf course next door, enjoy nearby restaurants, shopping, sports parks and various other lifestyle amenities. Total Units: 66 Onsite Amenities • 8.48 Acres • Walking Trails • 7.8 Dwelling Units Per Acre • Pocket Park • Pool and Spa Role • Paseos General Contractor • Developer FILIPPI WINERY COURTYARDS AT UPLAND HILLS 16th Street • Upland, CA 91786 Medium Density Residential—For Sale The Courtyards at Upland Hills, an exclusive gated neighborhood of 66 luxury homes located along the Upland Hills Country Club. Offering five detached two -story designs creatively planned for stylish living with private yards. The floor plans feature 3 -5 bedrooms, ranging from approximately 1,984 to 2,484 sq. ft. and include an attached 2 -car garage. Exceptional amenities and modern appointments enhance each new home design. The Courtyards at Upland Hills offers homeowners abundant opportunities for leisure and recreation including an exclusive community pool, spa and BBQ area. Walk to the golf course next door, enjoy nearby restaurants, shopping, sports parks and various other lifestyle amenities. Total Units: 66 Onsite Amenities • 8.48 Acres • Walking Trails • 7.8 Dwelling Units Per Acre • Pocket Park • Pool and Spa Role • Paseos General Contractor • Developer FILIPPI WINERY Pacific Frontier A collaboration between Diversified Pacific & Frontier Enterprises • Diversified Pacific manages a private equity fund that owns and manages over $100 million in real estate - 4,700 residential lots and over 80 acres of commercial land in Southern California, free and clear of debt • Frontier Enterprises is the largest private home builder in the Inland Empire APARTMENT BUILDINGS Apartment Buildings Frontier recently completed a gated, 160-unit two-story walk-up apartment complex located in Hesperia in 15 months from the start o f development to final occupancy. The project includes a full recreation and fitness center, business center, pool, spa, barbeque area and a dog park. The complex is solar and car charging ready. This community, La Casita, provides one & two bedroom apartments with tremendous commuter friendly advantage over its competitors. In addition to several other apartment complexes in due diligence, Frontier members were involved in the entitlement, development and bui lding of two large apartment complexes in Rancho Cucamonga with the primary one being Barrington Place with over 400 units. The Barrington Place apartment complex required substantial interaction and negotiation with both private and public entities due to the multitude of land owners and entitlement requirements. Upon completion, the Barrington Place community provided units ranging from studios to 3 -bedrooms which facilitated the needs of all types of families. This facility provides tenants with a business center, conference room, fitness center, pool, spas, barbeque and play area. Currently, Frontier has mixed use projects in various stages of the development process totaling nearing 3,000 apartments homes. APARTMENT BUILDINGS Development Vision GUIDING PRINCIPLES: • Creative Reuse of the Regina Winery • Complimentary Commercial and Community Program • Build Inclusive Homes for Rancho Cucamonga • Invest in Diverse Places and Open Spaces to Serve Residents & Visitors • Neighborhood Sensitivity & Compatibility • Environmentally and Financially Sustainable APARTMENT BUILDINGS Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 Concept Plan HOUSING ± 40 Artist Lofts ± 130 Market-Rate Apartments ± 100 Workforce Apartments RETAIL & OFFICE 22,500 Sq. Ft. Retail 73,000 Sq. Ft. Office AMENITIES Art Walk Outdoor Office Outdoor Event Space Vineyard Trail Private Residential Amenities Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 Concept Plan - Overview Rendering Adaptive Reuse of Winery BuildingsPool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Unit Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 A STAGE FOR LOCAL ARTS & MUSIC • ±40 Creative Live/Work Lofts • 4,500 sq. ft. retail hall with micro- winery, wine tasting, restaurant & 2,650 sq. ft. patio • 7,900 sq. ft. indoor event space • 5,000 sq. ft. outdoor event space www.nationalcore.org | www.hthf.org Together, we transform lives and communities ARTECO LOFT PROJECTS www.nationalcore.org | www.hthf.org Together, we transform lives and communities ARTECO LOFT PROJECTS www.nationalcore.org | www.hthf.org Together, we transform lives and communities ARTECO LOFT PROJECTS Design with industrial materialsConcrete floors, board formed concreteDesign with industrial materialsConcrete floors, board formed concreteDesign with Industrial Materials Concrete floors, board formed concrete Design with industrial materialsConcrete floors, board formed concreteDesign with industrial materialsConcrete floors, board formed concrete Exposed Structural and Mechanical ●Honor industrial heritage ●Maximize vertical volumes ●Support multiple configurations ●Simplify maintenance and upgrades Exposed Structural and Mechanical • Honor industrial heritage • Maximize vertical volumes • Support multiple configurations • Simplify maintenance and upgradesExposed Structural and Mechanical ●Honor industrial heritage ●Maximize vertical volumes ●Support multiple configurations ●Simplify maintenance and upgrades Exposed Structural and Mechanical ●Honor industrial heritage ●Maximize vertical volumes ●Support multiple configurations ●Simplify maintenance and upgrades Repurposed Vintage MaterialsArteco Partners identifies, documents, preserves, and re-purposes vintage/historic materials and items from throughout the project site and structures Re-purposed Vintage Materials Arteco Partners identifies, documents, preserves, and re-purposes vintage/historic materials and items from throughout the project site and structures. Repurposed Vintage Materials Arteco Partners identifies, documents, preserves, and re- purposes vintage/historic materials and items from throughout the project site and structures Repurposed Vintage Materials Arteco Partners identifies, documents, preserves, and re- purposes vintage/historic materials and items from throughout the project site and structures Repurposed Vintage Materials Arteco Partners identifies, documents, preserves, and re- purposes vintage/historic materials and items from throughout the project site and structures RestoreRafter Works●Maximize vertical space and volume●Improve natural and architectural lighting●Balance industrial and natural materials Restore Rafter Works ●Maximize vertical space and volume ●Improve natural and architectural lighting ●Balance industrial and natural materials Restore Rafter Works ●Maximize vertical space and volume ●Improve natural and architectural lighting ●Balance industrial and natural materials Restore Rafter Works • Maximize vertical space and volume • Improve natural and architectural lighting • Balance industrial and natural materials Raised Residential MezzaninesExpand square footage and differentiate open floor planRaised Residential MezzaninesExpand square footage and differentiate open floor plan Raised Residential Mezzanines Expand square footage and differentiate open floor plan Raised Residential Mezzanines Expand square footage and differentiate open floor plan Residential Grade Kitchens and bathroomsEvery loft has a full complement of amenities and appliances Residential Grade Kitchens and bathroomsEvery loft has a full complement of amenities and appliancesResidential Grade Kitchens and bathroomsEvery loft has a full complement of amenities and appliances Residential Grade Kitchens and bathrooms Every loft has a full complement of amenities and appliances Residential Grade Kitchens and bathrooms Every loft has a full complement of amenities and appliances Residential Grade Kitchens & Bathrooms Every loft has a full complement of amenities and appliances Open, Multifunction Floor Plan●completely customizable space●fully permitted for commercial, creative production and residential use Open, Multifunction Floor Plan●completely customizable space ●fully permitted for commercial, creative production and residential use Open, Multifunction Floor Plan●completely customizable space ●fully permitted for commercial, creative production and residential use Open, Multifunction Floor Plan • Completely customizable space • Fully permitted for commercial, creative production and residential use How Storefront Lofts Create Pedestrian Experience How Storefront Lofts Create Pedestrian Experience How Storefront Lofts Create Pedestrian Experience Storefront Lofts Create Pedestrian Experience Activation through: ●Creative noncorporate storefront displays ●Pedestrian scale lighting/signage ●Exterior commerce ●Pedestrian place- making ●Collective programming ●Thematic tenant curation ●24/7/365 activity Pedestrians crave exploration of authentic experiences that are local and evolving Pedestrian Activation Activation through: • Creative non-corporate storefront displays • Pedestrian scale lighting/ signage • Exterior commerce • Pedestrian place making • Collective programming • Thematic tenant curation • 24/7/365 activity Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Management of Banquet Space 7890 sq. ft. banquet hall, + 5010 sq. ft. adjoining patio Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Wine Bar, Shop, Restaurant A wine destination experience • Sommelier curated wines • Local and boutique labels • Fully paired gourmet menu • Regular tastings and classes • Tuesday through Sunday hours Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Micro Winery ●3 400L tank demonstration system ●On-site grape to bottle production ●Rancho Cucamonga branding ●Local sales and competition ●Exhibit comparing to Regina operations ●Off-site large-scale/boutique label production Micro Winery • (3) 400L tank demonstration system • On site grape to bottle production • Rancho Cucamonga branding • Local sales and competition • Exhibit comparing to Regina operations • Off site large scale/boutique label production Micro Winery ●3 400L tank demonstration system ●On-site grape to bottle production ●Rancho Cucamonga branding ●Local sales and competition ●Exhibit comparing to Regina operations ●Off-site large-scale/boutique label production Grapes from Jim Banks’ Etiwanda Vineyard●Six traditional varietals (award-winning Petite Sirah) ●Estimated annual production: 4500 cases per year (54,000 bottles)●All production to be Cucamonga Valley AVA compliantGrapes from Jim Banks’ Etiwanda Vineyard●Six traditional varietals (award-winning Petite Sirah) ●Estimated annual production: 4500 cases per year (54,000 bottles)●All production to be Cucamonga Valley AVA compliant Grapes from Local Vineyards • Six traditional varietals (award winning Petite Sirah) • Estimated annual production: 4500 cases per year (54,000 bottles) • All production to be Cucamonga Valley AVA compliant Grapes from Jim Banks’ Etiwanda Vineyard ●Six traditional varietals (award-winning Petite Sirah) ●Estimated annual production: 4500 cases per year (54,000 bottles) ●All production to be Cucamonga Valley AVA compliant Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 HOUSING ± 100 Workforce Apartments NATIONAL CORE OFFICE & ACADEMY 73,000 Sq. Ft. AMENITIES Swimming Pool Tot Lot/Play ground Community Gardens Outdoor exercise equipment • “Bookend” mixed use buildings will be home to National CORE’s corporate office and CORE Academy • On the west, 3 stories of workforce apartment homes above CORE office and Academy space • On the east, 2 story buildings with CORE office and Academy space CORE Village CORE Academy & Corporate Office CORE Village CORE Academy & Corporate Office An innovative workforce development initiative for low-income individuals & families • Partnering with Chaffey College to provide employment training, mentoring, and a pipeline to job placement in property management & maintenance, and other related industries • Available to current and future CORE residents, as well as others from the surrounding community • Graduates will help to fill ongoing staffing needs within CORE as well as other affordable housing developers and property management companies Market Rate Apartment Homes Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Un it Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 Pool and Tot-Lot on Podium Level 3 Story Affordable Apartment Podium over 1 Story of Garage Parking and National Core Headquarters and Core Academy Secondary Entry and Access to Adjacent Retail Center I 3-4 Story Market Rate Apartments with Tuck Under Parking NATIONAL COMMUNITY �(Q) R,Ei RENAISSANCE BASE LINE RD Y3 Y3 " ' .., ... Project Entry Artist Lofts Event Space "Art Walk" Ground Floor Retail Leasing ,, ,, \_ EV EV .., ... "Vineyard Trail" "Vineyard Gate" ART€CO FILIPPI WINERY RFP RANCHO CUCAMONGA, CA # 2021-0354 partners Project Entry 2 Story National Core Headquarters and Core Academy "Outdoor Office" Project Data MARKET RATE APARTMENTS Unit Summary: Unit Plan 1 Bed 65 50% 2Bed 58 45% 3Bed 7 5% Totals ±130 100% Parking Summary: Parking Required 1Bed 1.5sp/du 98 2Bed 2 sp/ du 116 3Bed 2 sp/ du 14 Guest .33 sp/ du 40 Total +268 Parking Provided Garage Spaces +44 spaces Open Spaces ±224 spaces Total +268 spaces (2.1) RETAIL AND OFFICE Unit Counts Total 270 du AFFORDA BLE APARTMENTS Unit Summary: Unit Plan 1 Bed 20 20% 2Bed 50 50% 3Bed 30 30% Totals +100 100% Parking Summary: Parking Required 1 Bed 1 sp/ du 20 2Bed 1.5 sp/ du 75 3Bed 1.5 sp/ du 45 Total +140 Parking Provided Garage Spaces +50 spaces Open Spaces ±90 spaces Total ±140spaces(1.4) Site Parking Provided Total 776 spaces ARTIST LOFT Unit Summary: Unit Count Totals +40 Parking Summary: Parking Required Loft 1 sp/ du 40 Parking Provided Open Spaces +40 spaces (1 0) RETAIL AND OFFICE S.F Summary: Totals +82.000 S.F. Parking Summary: Parking Required 4 sp/1,000 S.F. 328 Parking Provided Open Spaces +328 spaces CONCEPTUAL DESIGN SITE PLAN A 1.0 JUNE 1. 2021 RESORT STYLE HOUSING ± 130 Market-Rate Apartments Mix of 1, 2, and 3 bedroom units Rents range $2200-$3200 LUXURY AMENITIES Swimming Pool Fitness Facility Pet Spa Movie Screening Room Game Room Amazon Lockers Economic Impact & Jobs from Housing $168 MILLION in total economic impact 1,000 total jobs supported Development Impact $115M Local Residents Spending Power $50M Managerial and Operational Impact $3M Total Direct & Indirect Economic Impact $168M Development 710 Managerial & Operational 15 Other 275 Total Direct & Indirect Jobs Supported 1000 jobs Community Amenities with Programming We Are Listening What types of events and programming do you want to see? - Art walk - Art classes - Concerts - Farmers market - Movies - Wine club program - Book exchange - Unique shopping - Open mic - comedy/poetry What types of outdoor spaces do you want to enjoy? - Activated community gathering space for live music - Food trucks - Night market - Art fair - Outdoor wine bar & restaurant - Yoga - Lawn games - Sport courts - Roller rink - Children’s garden GET INVOLVED What types of events or programming do you want to see? What types of outdoor spaces do you want to enjoy? Community Area Rendering Community Area Rendering Community Benefits • Increased Sales Tax Revenue • Potential increase in property tax revenues due to an increase in the property’s value • Establishes an innovative workforce development initiative for artists, low-income individuals & families. Partnering with Chaffey College to provide employment training, mentoring, and a pipeline to job placement • Delivers Improvements: on-site amenities and off-site infrastructure improvements • Provides Jobs: Additional direct and indirect jobs in construction and operations • Addresses a Community Need: Significant need for housing; long-term covenants to preserve affordability • Advances City’s RHNA: Helps City meet it’s 10,525-unit RHNA • Financial Benefits: Total net cash proceeds to the City of $2,100,000 The Team Steve PonTell PRESIDENT AND CEO NATIONAL CORE Keith Labus, AIA, LEED AP PRINCIPAL KTGY Jerry Tessier PRESIDENT ARTECO PARTNERS Peter Pitassi PROJECT EXECUTIVE PITASSI ARCHITECTS Ed Tessier VICE PRESIDENT ARTECO PARTNERS Alexa Washburn SENIOR VICE PRESIDENT OF ACQUISITIONS AND PLANNING NATIONAL CORE Brian Bush VICE PRESIDENT OF ACQUISITIONS DIVERSIFIED PACIFIC Education Bachelor of Architecture California State University San Luis Obispo, CA Registration Licensed Architect: CA LEED Accredited Professional Affiliations American Institute of Architects, AIA NAHB 50+ Council Contact 949.300.9406 klabus@ktgy.com As a Principal at KTGY, Keith Labus offers his clients over 20 years of award- winning planning and design experience. Mr. Labus’ experience is particularly focused on urban infill and mixed-use residential, for both market-rate and affordable communities, throughout California. He is a hands-on leader, with special attention to detail, and ensures that each project has clear direction while sustaining open communication between consultants, clients and relevant jurisdictions. Mixed Use Anton Menlo Menlo Park, CA St. Anton Partners Civita Mixed Use San Diego, CA Sudberry Properties Studio 819 Mountain View, CA ROEM Development Corporation Multifamily Anton 1101 Sunnyvale, CA St. Anton Partners Franklin Street Family Apartments Mountain View, CA ROEM Development Corporation Village at Broad Street San Luis Obispo, CA ROEM Development Corporation Brookwood Terrace San Jose, CA ROEM Development Corporation Mio Japantown San Jose, CA ROEM Development Corporation Lorena Heights Apartments Los Angeles, CA Michaels Development Company Carlyle at Colton Plaza Irvine, CA New Pacific Realty Derian Family Apartments Irvine, CA CSC Development Selected Project Experience KEITH LABUS AIA, LEED AP Principal 55+ Dana Strand Senior Apartments Wilmington, CA ROEM Development Corporation Camino del Rey Santa Clara, CA ROEM Development Corporation Tavarua Carlsbad, CA Meta Housing Corporation The Magnolia at Highland San Bernardino, CA Meta Housing Corporation The Grove Garden Grove, CA Meta Housing Corporation Dorado Senior Apartments Buena Park, CA Highridge Costa Housing Partners Red Star Oakland, CA Global Premier Development The Gardens at Sierra Fontana, CA The Related Companies Dudley Avenue Apartments Pomona, CA Integrity Housing Project completed by (Other Firm Name) for its client while (KTGY Employee Full Name) was a (Role)* 9 MICHAEL DIEDEN PRESIDENT CREATIVE HOUSING ASSOCIATES relevant projects Arteco Partners is a community-minded builder and innovative operator of adaptive-reuse, mixed-use, special event venues, and cultural arts projects in inland Southern California. Based in downtown Pomona, and led by brothers Jerry and Ed Tessier, Arteco’s development approach and management expertise thrives in pedestrian-scale, mixed-use, and historic and cultural environments. Arteco Partners often works in public-private partnership with municipal agencies (often with a long-term lease) and with non-profit educational, arts, and historic preservation organizations. Arteco (an amalgam of Art and Ecology) was founded on the principle to repurpose and reuse existing buildings in transit-adjacent, walkable downtowns in the Inland Empire. As such, Arteco has renovated and re-positioned over 500,000 sf of historic buildings (more than 30 buildings), many of which have local, state or national designations. Arteco has been selected by several government entities to “save” historic landmarks and develop cultural developments. Arteco also operates multiple entertainment venue locations and each one has integrated community-based non-profit programming. Additionally, Arteco started a Culinary Concept division in 2017, which specalices in food hall development and programming with projects in Riverside (2018), Temecula (2019) and Redlands Public Market is commencing construction shortly and will open in Summer 2022. The Tessier family donates over 40,000 sf to arts and educational nonprofits and through its philanthropy and pro-bono services supports many local Pomona- based nonprofits, most notably the 700-student charter School of Arts & Enterprise co-founded by the Tessier family in 2007. Arteco has worked with numerous local educational and arts organizations, in addition to operating its own 4,000 square foot non-profit, community art exhibition space, the Progress Gallery. Arteco’s long-term sustainability goal is to construct only “carbon neutral” projects by 2030 and facilitate a fossil fuel-free future. Short term, Arteco will install 1,000 solar panels on all buildings by 2025, and are currently 25% towards that goal. Arteco Partners is solely owned by principals Ed and Jerry Tessier and each project is owned by a special purpose company. Arteco Partners utilizes KMA Construction, owned by Jerry Tessier, for general contracting construction. Arteco Partners utilizes Arteco Management, owned and operated by Alejandra Tessier, for property management services. JERRY TESSIER PRESIDENT As President and Principal of Arteco Partners, the real estate development company he founded in 2001, Mr. Tessier is responsible for all development functions including acquisitions, entitlements, financing, construction, marketing and management. Jerry received his bachelor’s degree with cum laude honors from Claremont McKenna College in Claremont, CA and received his Masters in Business Administration from the Texas Graduate School of Management in 1999 while serving as a Rotary Foundation Ambassadorial Scholar. He has worked in real estate and construction over the past 20 years, including positions in construction management, property management, leasing, financial management, and project management. Prior to forming Arteco Partners, he served as President of Jeved Management in Pomona, actively running adaptive-reuse construction projects and property management for his family-owned firm. He was the Founding President of the Downtown Pomona Owner’s Association, which manages a 42-block BID. He has served as a member of the Pomona Rotary Club, a Board member of the Boys and Girls Club of Pomona Valley, Commissioner on the Pomona Historic Commission, and was active in facilitating the development and construction of the Charter School of Arts & Enterprise and the Cal Poly Pomona Downtown Center in Pomona, CA. Mr. Tessier was born and raised in Claremont and currently resides in Pomona with his wife, Nancy, and his two children. ED TESSIER VICE PRESIDENT ED TESSIER’S career has focused on urban revitalization, education and the arts. In downtown Pomona, he co-founded the Pomona Arts Colony, a bustling neighborhood of artists, galleries, restaurants and university projects. In the process he assembled unique partnerships with educational, non-profit, and public agencies. Ed is a quadraplegic, and has been a leader in the disability community and headed the non-profit consultancy firm, Design for Independence. CREATIVE HOUSING ASSOCIATES profile & teamARTECO PARTNERS profile & team Architecture + Planning THANK YOU Presentation #3 Presented at City Council Meeting By: Cooper’s Row COOPERS' ROW Heritage, Lifestyle, Home, Thrive! “Civilization begins with distillation.” –William Faulkner COMMUNITY FISCAL IMPACT •Annual recurring revenues of $716,000 •Additional $164,000 annual Rancho Cucamonga Fire District tax •Study by D TA,public finance consultant “Communication leads to community, that is, to understanding, intimacy and mutual valuing.” -- Rollo May 27Pelican COMMUNITIESCoopers' Row, Rancho Cucamonga Conceptual Site Plans WINERY BUILDINGS COOPER’S ROW lifestyle retail and residences will be complimented by hospitality and creative office opportunities. Boutique Hotel Banquet Hall Maker Space Class A Office BuildingCommonsEvent Retail w/LivingAbove Retail w/LivingAbove WineTasting Live-Work Townhomes LIVE, WORK, PLAY 8COOPERS ROW May 28th, 2021 ©2020 Torti Gallas + Partners | 601 West 5th Street, Suite 600 | Los Angeles, California 90071 | 213.607.0070 Concept Perspective Looking East To complement the lifestyle retail created within the Filippi Winery’s buildings we propose creating housing opportunities in the form of bungalow cottages and live-work units. The purpose for creating these homes will be to provide workforce housing opportunities for COOPER'S ROW’s eatertainment and craft retail owners and employees, as well as local communities. COOPER’S ROW proposes residences in the form of Maker’s Spaces, Townhomes, and apartments over retail. •Historical vibe •Timeless character •Spanish detailing •Native landscaping •Single-story massing •Connection to mixed use village •Access to community open space •Neighborhood courtyards •Cottages for local vendors, artist and shop keepers Live-Work Cottages Cottages Live-Work Apts over Retail Boutique Hotel Tasting Winery Maker Space CommonsBanquet Hall Apts over Retail Live-Work Office •14.2 acres •3,400 SF wine Making/Tasing •4,515 SF Banquet Hall •4,500 SF Outdoor Event Space •5,200 SF Restaurant/Gallery •32 Maker Spaces •80 Room Boutique Hotel •25,000 SF Office •57 SFD Cottages •40 Live-Work •64 Residential over Retail COOPERS' ROW WINERY BUILDINGS WINERY ADAPTIVE REUSE MICRO WINERY Grapes from Cucamonga Valley Vineyards ●Six traditional varietals (award-winning Petite Sirah) ●Estimated annual production: 4500 cases per year (54,000 bottles) ●All production to be Cucamonga Valley AVA compliant Wine bar, shop, restaurant: A wine destination experience ●Sommelier curated wines ●Local and boutique labels ●Fully paired gourmet menu ●Regular tastings and classes ●Tuesday through Sunday hours Management of Banquet Space 7890 ft.² banquet hall, + 5010 ft.² adjoining patio Publicly Oriented Attractions in High Visibility Spaces Huge Demand for Live-Work Lofts Restored Rafter Works and Raised Mezzanines Open Floor Plans and Residential Amenities Activation through: •Creative non-corporate storefront displays •Pedestrian scale lighting/signage •Exterior commerce •Pedestrian place-making •Collective programming •Thematic tenant curation •24/7/365 activity Pedestrians crave exploration of authentic experiences that are local and evolving STAFF PRESENTATION Regina Winery Open Houses & Community Engagement September 8, 2021 Considerations Preferred Approach Adaptive Reuse Council Vision Expertise Community InputFinancial Viability Overview Two Sessions •Victoria Gardens •Central Park Community Center Outreach/Marketing •Postcard Mailers •Social Media Platforms •City Website •Daily Bulletin Press Release Survey •Online •Passport Overall Engagement •600+ survey participants Online, In Person •Over 100 Open House Attendees •Survey Questions Tailored to Each Proposal Preliminary Survey Feedback Cucamonga Valley Winery Full-scale winery with wine tasting, wine production Indoor/outdoor gathering spaces Maintaining/re-use of existing buildings The overall layout, use of the property CORE Village Micro-winery with wine tasting Indoor/outdoor gathering spaces Maintaining/re-use of existing buildings Retail and restaurant options Cooper’s Row Micro-winery with wine tasting Maintaining/re-use of existing buildings Indoor/outdoor gathering spaces Retail and restaurant options Next Steps… •Continue Analyzing Community Feedback •Complete Financial Analysis •Conduct Reference Checks