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BLACKTHORN GOLF COURSE
OPERATIONS MANAGEMENT AGREEMENT
THIS AGREEMENT entered into this 1st day of January, 2010 (the
"Commencement Date"), by and between the South Bend Redevelopment Commission,
governing body of the City of South Bend Department of Redevelopment, organized and
operating pursuant to IC 36-7-14, with offices at 1200 County-City Building, South Bend,
Indiana 46601 (Owner) and Kitson & Partners Club Services, LLC, a limited liability
company organized and operating pursuant to the laws of the State of Delaware, with
offices at 4500 PGA Boulevard, Palm Beach Gardens, Florida 33418 (Manager):
WITNESSETH:
WHEREAS, Owner owns a 19-hole public play golf course, golf practice center,
clubhouse, maintenance building, parking lot and other related facilities, known as the
Blackthorn Golf Course; and
WHEREAS, Manager is engaged in the business of developing, marketing,
maintaining and managing public golf facilities; and
WHEREAS, Owner desires to retain the services of Manager to manage and
operate the Blackthorn Golf Course and all related facilities and has hereby engaged the
services of Manager to manage and operate the Blackthorn Golf Course and all related
facilities; and
WHEREAS, Owner and Manager desire to memorialize the terms and conditions
of their agreement.
NOW, THEREFORE, for good and valuable consideration, including the mutual
covenants and agreements herein contained and to be performed by Owner and Manager,
the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as
follows:
SF.C'TT(~N 1
DEFINITIONS
1.1 "Annual Plan and Budget" shall mean the annual business plan and
operating budget of the Golf Course proposed by Manager and approved by Owner with
the consent of the Joint Committee, which shall include goals, objectives, estimated
revenues, operating expenses and capital expenditures for the ensuing fiscal year.
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1.2 "Clubhouse" shall mean the Blackthorn Golf Course Clubhouse and all
facilities, structures, fixtures, equipment, etc. comprising or used in the operation of the
Blackthorn Golf Course Clubhouse.
1.3 "Commencement Date" shall mean January 1, 2010.
1.4 "Course" shall mean that portion of the Golf Course comprising the 19-
hole golf course and golf practice complex.
1.5 "Fiscal Year" shall mean from January 1 to December 31.
1.6 "Food and Beverage Services" shall mean all food and beverage services
required or appropriate for any and all events at the Golf Course, including without
limitation, dining, catering, vending and Food and Beverage Services, through fixed and
portable Food and Beverage stands, carts, vending machines roving vendors, snack bars,
Food and Beverage Service Areas and any other areas of the Golf Course for which it is
reasonable and appropriate to serve food and beverages.
1.7 "Food and Beverage Service Areas" shall mean all areas, improvements,
fixtures and trade fixtures at or in connection with the Golf Course which are used in
connection with the operation of Food and Beverage Services.
1.8 "Golf Course" shall mean all land, facilities, structures, including the
Clubhouse, fixtures, equipment, etc. comprising the Blackthorn Golf Course, located
within the Blackthorn Corporate Park in the City of South Bend.
1.9 "Golf Season" shall mean the period commencing on or about April 1 of
each full calendar year of this Management Agreement and ending on or about November
15 of such full calendar year, weather permitting.
1.10 "Gross Revenue" shall mean all receipts from the sale of memberships,
individual or special group greens fees, events tickets conducted at the Golf Course; all
golf cart rentals; all advertising sales; the sale of royalty and logo rights; all revenues
generated from the rental of the Club House or Golf Course; all receipts from the sale of
food and beverage items, merchandise or practice balls; all receipts from club repairs or
club rentals; private golf lessons; and any and all other fees and revenues generated from
play or events taking place at the Golf Course, including the Blackthorn Golf Academy.
Excepted from this definition is any state sales tax applicable to any transaction at the
Golf Course.
1.11 "Joint Committee" shall mean the Joint Committee created pursuant to the
Agreement among the South Bend Redevelopment Authority, the South Bend
Redevelopment Commission, and the St. Joseph County Airport Authority for the
Operation and Management of Blackthorn Golf Course, dated October 8, 1992, and
exercising policy and oversight responsibilities with respect to the Golf Course.
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1.12 "Management Services" shall mean and consist of the following:
a. General Management -shall include but not be limited to the conduct, supervision,
and management of the day-to-day operations of the Golf Course in accordance
with the Annual Plan and Budget, and other business plans, budgets, pricing
schedules, and other policies, procedures and instructions, of the Owner.
b. Grounds Maintenance, Course Preparation -shall include but not be limited to
maintenance of the Course and the landscaped areas surrounding the Club House
and other landscaped areas of the Golf Course all as provided in the Minimum
Maintenance Standards, or in other written policies, procedures, and instructions,
of the Owner.
Pre-Event Preparation -shall include the preparation of the Course for any Special
Event as maybe required for that event including but not limited to installation of
any supplemental equipment.
d. Janitorial Services -shall include the cleaning and maintenance of the Club House,
including the kitchen, locker room and patio areas, and the Maintenance Facility,
each on a daily basis during the Golf Season including the stocking of all
restrooms with paper products as required prior to the opening of the Golf Course
during each such day, the disposal of all trash collected at the Golf Course during
and at the end of each such day, the pick-up of all trash and debris from all areas
of the Golf Course during and at the end of each such day. All Janitorial Services
provided shall include all action necessary to maintain the Golf Course in a clean
and attractive manner and in compliance with all legal requirements.
e. Facility Services -shall include the operation and staffing of the Club House, pro
shop, maintenance facility, parking lot attendant services, security services; rental
of the Club House for receptions, seminars, business meetings, and similar events;
and the opening and closing of the Golf Course.
f. Food and Beverage Services -shall include the provision of all Food and
Beverage Services.
g. Marketing -shall include all marketing, advertising and promotional events,
activities and related literature serving to promote the Golf Course, as approved
by Owner and as carried out in accordance with the Annual Plan and Budget.
h. Membership Services - shall include the operation and supervision of the
Association Membership program, as set forth in the Operations Policies.
i. Merchandise Sales -shall include all activities relative to the sale of golf related
merchandise in the Pro Shop.
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1.13 "Manager" shall mean Kitson & Partners Club Services, a corporation
organized and operating pursuant to the laws of the State of Delaware, with offices at
4500 PGA Boulevard, Palm Beach Gardens, 33418.
1.14 "Membership" shall mean individual or corporate membership in the
Blackthorn Golf Association, as detailed in the Operations Policies.
1.15 "Minimum Maintenance Standards" shall mean the Minimum
Maintenance Standards of the Blackthorn Golf Course, a copy of which is attached hereto
as Exhibit "A" as the same maybe amended from time to time.
1.16 "Operations Policies" shall mean the Operations Policies of the Blackthorn
Golf Course, a copy of which is attached hereto as Exhibit "B" as the same may be
amended from time to time.
1.17 "Owner" shall mean the South Bend Redevelopment Commission, as
lessee pursuant to that certain lease dated July 1, 1992, by and between the South Bend
Redevelopment Authority as lessor and the South Bend Redevelopment Commission,
1200 County City Building, South Bend, Indiana 46601.
1.18 "Owner Events" shall mean any event or activity held at the Golf Course
under the authority of the Owner, the South Bend Redevelopment Authority, the City of
South Bend and/or the St. Joseph County Airport Authority.
SECTION 2
APPOINTMENT OF MANAGER; OBJECTIVES
2.1 Appointment of Manager. Subject to the terms and conditions of this
Management Agreement, Owner hereby appoints Manager as its Manager of the Golf
Course to provide all Management Services with respect to the management and
operation of the Golf Course. This designation shall remain effective for the term of this
Agreement and any extensions or renewals thereof, unless sooner terminated or provided
for herein.
2.2 Acceptance of Appointment. Manager hereby accepts such appointment and
agrees reasonably to cooperate with Owner in creating, approving, and implementing all
decisions and actions with respect to its responsibilities and obligations under this
Management Agreement.
2.3 Independent Contractor Status. Regardless of any other language contained
in this agreement, it is expressly understood and agreed that this Agreement shall cause
Manager to be an independent contractor, managing and operating the Golf Course on
Owner's behalf and shall not create any employer-employee, joint venture, or partnership
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relationship, either express or implied, between Manager (or any person employed by
Manager) and Owner.
2.4 Objectives of the Parties. Owner and Manager acknowledge and agree that
their joint and principal objectives are to protect and maintain the facilities of the Golf
Course; to properly supervise and manage the daily operations of the Golf Course; to
provide full and accurate accounting for the financial affairs of the Golf Course; to
maximize revenue and profit from the operations of the Golf Course to provide for all
operating costs (exclusive of debt service) of the Golf Course to be funded from Golf
Course revenues; and to determine the best long-range business strategy for the Golf
Course as an asset of the City of South Bend.
2.5 Tax-Exempt Status of Bonds. Owner and Manager acknowledge that tax-
exempt (from gross income for federal tax purpose) bonds have been, or may be, issued
and outstanding with respect to the development and/or operation of the Golf Course. So
as not to jeopardize the tax-exempt status of said bonds, Manager shall not, unless
specifically authorized in writing in advance by Owner, take any of the following actions:
a. Entering into any contract for the use of the Golf Course, or a portion thereof,
for a period in excess of one year.
b. Entering into any contracts for the operation of the Golf Course, or a portion
thereof, for a period in excess of one year.
c. Entering into any contracts with a private company to provide staffing for the
Golf Course.
d. Sub-contracting with a management company to provide management services
for the Golf Course.
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GOLF COURSE OPERATIONS AND SERVIC
3.1 Management Services. Manager shall provide all Management Services
required for the proper and efficient operation of the Golf Course and shall retain, employ,
compensate, train and manage sufficient numbers of personnel to provide such
Management Services in a high quality and professional manner during the term of this
Agreement, including those personnel described at Article VI, herein. Management
Services shall be performed in accordance with the terms and conditions of this
Management Agreement and the Operations Policies. Owner shall be responsible for all
operating expenses of the Golf Course, in accordance with the Annual Plan, Annual
Budget, and the provisions of this Agreement.
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3.2 Quality of Management Services. The Management Services shall be
provided by the Manager in a manner to promote the use of the Golf Course, attract the
public to the Golf Course and Special Events conducted at the Golf Course, and shall be
of acceptable quality consistent with the standards required of a professional golf course
facility, the Annual Plan and Budget and/or in other policies and procedures of the Owner.
Owner retains the right to seek independent review of Manager's performance under this
Management Agreement. This Section does not authorize the Owner to retain, terminate,
supervise or take other direct actions relating to the employees of the Manager.
3.3 Operation of Club House. Manager shall operate and staff the Club House,
including such activities as scheduling tee times, renting golf carts, golf equipment,
making course reservations and facilities rental, monitoring the locker room and lockers,
cleaning out lockers each evening when the Course is closed, maintaining and operating a
lost and found service and log for items left in lockers or otherwise found at the Golf
Course.
3.4 Operation of the Pro Shop. Manager shall operate the Pro Shop, including
such activities as ordering and stocking merchandise such as golf apparel, golf clubs,
balls, tees and other equipment attractive to golfers, displaying, pricing and selling
merchandise, cleaning and repairing golf clubs and other golf equipment, and providing
other services customarily available at a golf pro shop.
3.5 Operation of Parking Areas. The removal of debris from all parking areas
as an element of the Management Services, shall be completed by 7:00 A.M. of the
morning of each day during the Golf Season. Should the services not be completed by
that time, and upon reasonable advance notice to Manager, Owner reserves the right to
conduct such services and invoice for the same. Power sweeping of the parking lot shall
be included by Manager, as needed or as directed by Owner.
3.6 Speed and Manner of Play. Manager shall schedule rounds and tee times
and operate the Golf Course to encourage a four hour and 40 minute playing time for 19
holes on the Course.
3.7 Marshals. Manager shall employ Marshals to supervise the Course on a
continual basis throughout the day, throughout the Golf Season during the term of this
Management Agreement.
3.8 Dress Code. Manager shall monitor and enforce a dress code for play on
the Course and shall do so in a courteous and responsible manner and without
precipitating confrontations with or embarrassing patrons at the Golf Course, as provided
for in the Operations Policies.
3.9 Staffing.
a. Manager shall hire, train, promote, discharge and supervise the work of the
executive staff and all employees necessary to operate the Golf Course, subject to
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the approval of the Owner and in accordance with the Annual Plan and Budget.
Golf Course employees, including those working at the Golf Course under this
Agreement, shall be employees of the Manager, or the employees of leasing
company utilized by Manager, and shall not be deemed or understood to be
employees of the Owner, the South Bend Redevelopment Authority, the City of
South Bend, or the St. Joseph County Airport Authority.
b. Manager shall be responsible for compliance with all laws, regulations, tax
requirements relative to payroll and employment, with all such expenses to be
paid out of the Operating Account maintained by the Manager.
3.10 Corporate Supervision. To insure adequate supervision of on-site
personnel employed by Manager, and to insure effective communications between
Manager and Owner at the corporate level, Manager shall provide, at a minimum level,
the following level of support and participation by corporate supervisory personnel:
a. Periodic inspection visits, not fewer than one (1) per month during the Golf
Season, including meeting with the on-site management team for purposes of
reviewing and evaluating conditions and performance at the Golf Course, by a
qualified corporate employee of Manager.
b. If requested by Owner, monthly management visits, followed up by a written
report to Owner and Joint Committee, shall be conducted by Manager's principal
or by Manager's Director of Operations assigned to the Golf Course. Each
monthly visit shall include a management review meeting with Owner.
c. Manager's agronomist or senior maintenance consultant shall visit and inspect the
facility not fewer than three (3) times annually.
d. Semi-annually, or more frequently as determined necessary by Owner and/or
Joint Committee, management review and planning meetings, for the purpose of
discussing quarterly revisions and updates to the Annual Plan and Budget, and
other matters, shall be held at the Golf Course, and shall be attended by a
Manager's officer, and by Manager's Director of Operations assigned to the Golf
Course, in addition to any other on-site personnel invited to participate.
e. The foregoing schedule of meetings, visits and inspections notwithstanding,
Manager shall provide additional qualified corporate personnel and corporate
supervision on an "as-needed" basis to support the successful operation of the
Golf Course. There shall be no additional fee to Owner for providing this service,
although expenses are reimbursable as provided herein.
SECTION 4
STAFFING
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4.1 Staffing Plan. Manager shall staff and supervise all positions it deems
necessary to carry out its obligations hereunder, including, but not limited to the
following positions:
a. Facility Manager. The Facility Manager shall supervise and direct the daily
operations of the golf course. This individual shall have appropriate
qualifications and background in golf facility operations management, including
food service, marketing and golf course business management. The Facility
Manager shall be a full-time, year-round employee of Manager with full benefits.
Any employment agreement or compensation agreement between Manager and
the Director of Golf shall be subject to the prior written approval of the Owner. At
Manager's option, subject to prior written approval of Owner, the position of
Facility Manager may be combined with the position of Golf Professional as
described in the next paragraph herein. The Facility Manager reports to
Manager's corporate Vice President, Operations Director or other corporate
manager assigned by Manager to supervise operations at Blackthorn.
b. Golf Professional. The Golf Professional shall be a Class "A", PGA or LPGA
Golf Professional with appropriate qualifications and experience in the
management of golf and clubhouse operations. The Golf Professional shall report
to the Facility Manager, unless the positions of Golf Professional and Facility
Manager are combined. The Golf Professional is responsible for day-to-day
management of the golf program, including but not limited to:
! outings and tournaments,
! golf car operation,
! golf merchandise sales,
! personnel assigned to golf shop & clubhouse
! food & beverage services in support of the golf program.
Subject to the provisions of paragraph 6.01 a. above, the position of Golf
Professional maybe combined with the position of Facility Manager. In that
event, at Manager=s option, the title for the combined position may be changed to
"Director of Golf."
c. Teaching Professional. The Teaching Professional shall be a Class "A", PGA or
LPGA Golf Professional. The Teaching Professional shall supervise and direct
the Golf Academy. Any employment agreement or compensation agreement
between Manager and the Teaching Professional shall be subject to the prior
written approval of the Owner.
d. Course Superintendent. The Course Superintendent shall hold a college degree in
agronomy or related field and shall be a member of the Golf Course
Superintendents Association. The Course Superintendent shall supervise and
direct maintenance of the Course and other landscaped areas of the Golf Course
and shall supervise and direct the grounds crews. The Course Superintendent
shall be a full-time, salaried position with benefits.
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4.2 Uniforms. All employees of Manager shall be neatly attired in laundered
uniforms which properly identify the Golf Course and the individual employee, and
which are mutually approved by the Manager and Owner.
4.3 Employee Policies.
a. Manager's employees shall be allowed to purchase meals, while working, at 50%
of the posted menu price. Employees may not purchase or consume alcoholic
beverages while on duty.
b. Manager's employees shall be entitled to purchase merchandise for 10% over cost.
c. Owner maintains a drug-free workplace. Manager shall comply with all
regulations, rules and policies of the Owner with respect to the same, including,
but not limited to pre-employment drug testing.
SECTION 5
GOLF INSTRUCTION
5.1 Golf Instruction Clinics. Manager shall provide and conduct through its
Teaching Professional, at different times during the day and evening and at reasonable
cost in accordance with the Annual Plan and Budget, instruction clinics open to the
public during the Golf Season, and "Learn to Golf' sessions for beginning golfers of
various skill levels.
5.2 Golf Academy. Manager shall provide and operate the "Blackthorn Golf
Academy" which shall be the umbrella for all instructional programs under its Teaching
Professional. Manager shall make commercially reasonable efforts to develop the Golf
Academy into a regional golf school, with 2-day and 3-day instructional programs of a
quality comparable to that provided at golf resort-based schools or "Golf Digest" schools.
5.3 Junior Golf. Manager shall provide and conduct a Junior Golf Program in
cooperation with the Junior Golf Program conducted by the City of South Bend. In
connection with the operation of the Junior Golf Program, Manager shall conduct
programs of instruction in groups organized by age and ability, at a reasonable cost and in
accordance with the Annual Plan and Budget. The Junior Golf Program shall emphasize
basic knowledge of the rules and etiquette of the game and playing skills, as well as
exposure to the Course as they progress through the instruction. Better players shall be
exposed to some competition. Manager shall conduct and operate a Junior Golf
Tournament near the conclusion of the Golf Season.
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SECTION 6
OPERATIONS; ANNUAL BUSINESS PLAN & BUDGET; RESPONSIBILITY FOR
OPERATING EXPENSES
6.1 Operations. Manager shall be responsible for conducting the day-to-day
operations and management of the Golf Course in accordance with the Annual Operating
Budget approved by Owner and in accordance with the terms of this Agreement.
Manager shall have assumed responsibility for the operation and management of the Golf
Course as of 12:01 a.m. on the Commencement Date.
6.2 Annual Business Plans and Annual Operating Budgets. Within sixty (60)
days after the Commencement Date with respect to the initial calendar year of operations
and on or before November 1 of each succeeding calendar year of operations, Manager
shall prepare and submit to Owner for approval a proposed annual business plan for the
operation and maintenance of the Golf Course (the "Annual Business Plan"). The
proposed Annual Business Plan shall include aline-by-line annual budget substantially in
the form of that attached hereto as Exhibit "C" (the "Annual Operating Budget'').
Within thirty (30) days after the receipt of each proposed Annual Business Plan (which
shall include the Annual Operating Budget) Owner shall be responsible for reviewing and
approving the same or revising the same in consultation with Manager. Owner shall have
final approval over the Annual Business Plan and Annual Operating Budget and, once
approved by Owner, the new approved Annual Business Plan and Annual Operating
Budget shall replace all prior Annual Business Plans and Annual Operating Budgets.
Pending Owner approval of the Annual Business Plan and Annual Operating Budget,
from and after January 1 of the applicable calendar year, Manager shall be authorized to
operate and manage the Golf Course in accordance with the proposed Annual Business
Plan and Annual Operating Budget for that year.
Owner acknowledges that the financial and operational performance of the Golf
Course could be affected by circumstances or events beyond Manager's control and
Manager shall not be deemed to have made any guarantee, warranty or representation
whatsoever with respect to or in connection with the Annual Business Plan or Annual
Operating Budget. Under no circumstances shall Owner have any claim or cause of
action against Manager in the event that the goals, targets and benchmarks established in
the Annual Business Plan and Annual Operating Budget are not met or achieved.
From time to time Manager may consider it advisable to propose changes to the
currently approved Annual Business Plan or Annual Operating Budget. In that event,
Manager shall discuss the proposed changes with Owner, and Owner shall make the final
determination as to what changes, if any, shall be made. Any such changes, once approved
by Owner, shall be deemed to be included in the currently approved Annual Business Plan
and Annual Operating Budget.
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6.3 Operating Expenses: Owner is responsible for all operating expenses of the
Golf Course, including fees and expenses payable to Manager hereunder, and Owner
shall provide sufficient funds to cover all such operating expenses. Manager, acting as
Owner's agent and on behalf of Owner, shall deposit all Golf Course revenues into an
operating account (the "Operating Accounts"), and Manager shall have authority to
draw upon the funds in the Operating Accounts to cover operating expenses in
accordance with the Annual Business Plan, Annual Operating Budget, and Owner's fiscal
policies. In the event that funds in the Operating Accounts are not sufficient to cover
operating expenses, Manager shall advise Owner of the shortfall or potential shortfall and
Owner shall deposit additional funds into the Operating Accounts in a timely manner in
order to insure that sufficient funds are available to meet the operational requirements of
the Golf Course as they become due and payable. Manager shall have no obligation
either to cover any operating expenses or to contribute funds to any Golf Course's
Operating Account. In the event that additional funds are required due to such shortfall
or potential shortfall, the Owner shall have the option of terminating this Agreement
without any further liability to the Manager.
Manager shall monitor the cash flow and cash requirements of the Golf Course
and shall prepare quarterly cash flow forecasts and reports for Owner. In addition,
Manager shall communicate with Owner via a-mail and telephone on a regular basis so
that Owner may reasonably anticipate the cash flow requirements of the Golf Course and
have as much advance notice as possible relative to the need to provide supplemental
funding over and above the funds available from the Golf Course' operations. Owner
acknowledges that some funding requests may, of necessity, be submitted on a short
notice basis.
Manager may, without prior Owner approval, cause the Golf Course to incur any
expense that is included in the approved Annual Operating Budget. Manager may, with
prior Owner approval, cause the Golf Course to incur an expense that is needed to
remedy any emergency situation that, in Manager's professional judgment is potentially
hazardous, unsafe or damaging to any of the Golf Course or that is needed, in Manager's
professional judgment, to avoid the Golf Course incurring a fine, penalty or similar
charge. Any other expense shall be incurred by Manager only if approved by Owner in
writing in advance. Manager shall not incur any expense that is not consistent with the
Annual Operating Budget without the prior written consent of Owner, except as
otherwise provided in this Agreement.
Manager may reallocate up to ten percent (10%) of any amount budgeted with
respect to any one line item in the Annual Operating Budget to another line item budgeted
therein, provided that the aggregate expenditures in the Annual Budget are unaffected, and
further provided that Owner is notified in writing of the reallocation within ten (10) days.
6.4 Accounting and Cost Control System. Manager shall provide an
accounting and cost control system covering all aspects of the operation and maintenance
of the Golf Course that meets with Owner's approval. Charts of accounts and all
accounting systems shall be maintained in accordance with ordinary accounting
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procedures and generally-accepted accounting principles that meet with Owner's
reasonable approval. Owner and its duly authorized representatives, including the State
Board of Accounts, shall have the right, at any time, to examine all account books and
records and all other documents and materials in the possession of Manager or under the
control of Manager with respect to any aspect of the operation and/or maintenance of the
Golf Course and shall have free and full access thereto for the purpose of making copies
thereof. Manager shall provide Owner with written accounting reports on a monthly basis,
in such form and containing such information as reasonably determined by Owner.
6.5 Ownership of Accounting Records and On-Site Equipment. Upon
termination of this Agreement for any reason, all source documents, work papers,
financial statements, and other supporting materials, documents, and the like shall be and
remain the property of Owner. Any on-site equipment or systems purchased by Owner,
such as cash registers or computers, also shall be and remain property of Owner.
Complete financial statements shall be furnished by Manager to Owner through the
month of termination of this Agreement.
SECTION 7
DUTIES, AUTHORITY, AND RESPONSIBILITIES OF MANAGER
7.1 Duties, Authority, and Responsibilities of Manager. On and after the
Commencement Date, except as expressly set forth herein, Manager, acting as Owner's
agent and on behalf of Owner, shall be responsible for the management and operation of
the Golf Course. Manager shall have the authority and responsibility to exclusively
operate and manage the Golf Course and supervise Owner-approved capital
improvements as hereinafter provided in such manner as it, in its professional discretion,
deems most likely to accomplish the objectives set forth in the Annual Business Plan and
Annual Operating Budget in accordance with this Agreement. The responsibilities of
Manager under this Agreement shall include, without limiting the generality of the
foregoing, the following:
Prepare and submit for Owner approval, a proposed Annual Business Plan and
Annual Operating Budget by October 15 of the year prior to the Plan & Budget
year.
b. Employ, either directly or through a third-party professional employer or
employee leasing company, all personnel required for the operation and
maintenance of the Golf Course in accordance with the Annual Business Plan and
Annual Operating Budget and otherwise on terms approved by Owner. Such
employees shall be employees of Manager and not of Owner or the Golf Course.
Owner shall have the right to require Manager to discharge from any Golf Course
duties an employee which Owner reasonably deems unsuitable for employment at
the Golf Course, provided, such termination would not, in the opinion of
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Manager's counsel, be unlawful or otherwise expose Owner, Manager or the Golf
Course to potential liability.
c. In accordance with provisions herein, assist Owner in obtaining, at Owners
expense, appropriate insurance coverage for the Golf Course.
d. Collect all gross operating revenues derived from the operation the Golf Course
and deposit all such gross operating revenues into the Operating Account.
e. Develop and implement quality control programs, customer service standards,
operating policies and procedures, employee handbooks and other guidelines for
the operation of the Golf Course.
f. Develop and implement golf course maintenance standards and practices that
shall be sufficient, in Manager's professional judgment, to provide playing
conditions that are consistent with the Golf Course' market position and
competitive with conditions at comparable facilities.
g. In accordance with the Annual Operating Budget, enter into service contracts and
vendor agreements, on behalf of Owner, as necessary to support the operation and
maintenance of the Golf Course. Such agreements may include, but may not
necessarily be limited to: janitorial services, waste collection and disposal
services, linen or uniform services, pest control services and the like. Any service
contracts, vendor agreements and/or any other written contracts and/or
agreements entered into on behalf of Owner by Manager (collectively "Service
Contracts"), as provided hereunder, shall include a right of cancellation on not
more than thirty (30) days notice. In the event that a contract vendor refuses to
agree to the thirty (30) day cancellation right provided above, then any such
Service Contract shall only be entered into with Owner's prior approval.
h. In accordance with the Annual Operating Budget, purchase operating supplies and
inventories, and purchase or lease equipment, as necessary to support the
operation and maintenance of the Golf Course.
i. Develop and implement, in accordance with the Annual Operating Budget,
housekeeping and preventive maintenance programs for all buildings, grounds
and facilities at the Golf Course.
j. In accordance with the Annual Business Plan and the Annual Operating Budget,
undertake minor (i.e., having a cost of less than $5,000) repair and replacement
projects.
k. Monitor compliance with pre-existing lease or other contractual obligations and
recommend new leases or contracts as necessary to support the operation and
maintenance of the Golf Course.
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1. With the cooperation of Owner as necessary, use all commercially reasonable
efforts to insure that all Golf Course facilities and Golf Course operations
conform to the requirements of local, county, state and/or federal regulations,
licenses, orders, permits and similar requirements.
m. With the cooperation of Owner as necessary, use all commercially reasonable
efforts to insure that licenses and permits necessary to support the operation and
maintenance of the Golf Course are kept current and in good standing.
n. With the cooperation of Owner as necessary, use all commercially reasonable
efforts to insure that tax reporting and payment obligations relating to the day-to-
day operation of the Golf Course are satisfied in a complete, accurate and timely
manner (provided that Manager shall have no responsibility for the tax
compliance and reporting obligation of Owner or any of its affiliated entities).
o. With the cooperation of Owner as necessary, use all commercially reasonable
efforts to monitor the Golf Course' facilities for situations that are, in Manager's
professional judgment, potentially unsafe or potentially hazardous and if such
situations are determined to be present, take appropriate steps to remedy the
situation in acost-effective manner. Manager shall notify Owner immediately of
any situations that are, in Manager's professional judgment, potentially unsafe or
potentially hazardous and the remedial actions that Manager believes are
necessary.
7.2 Financial and Banking Matters. Owner shall establish or designate the
Operating Account. Funds in the Operating Account shall not be combined with any
other accounts of Manager, and Golf Course funds shall not be co-mingled with any
funds of Manager. Manager, for benefit of Owner, shall provide centralized accounting
services and financial management functions, which shall be provided from Manager's
golf operations accounting office in Palm Beach Gardens, Florida. Manager shall
provide for adequate controls, policies and procedures to safeguard cash, inventories and
all other tangible assets of the Golf Course. Manager's responsibilities in this regard
shall include, but may not necessarily be limited to, the following:
a. Collect and promptly deposit into the Operating Accounts all revenue from Golf
Course operations.
b. Pay all Golf Course expenses so long as they are included in the Annual
Operating Budget or otherwise approved in writing by Owner. Manager shall
provide appropriate oversight over Golf Course expenditures, including review of
all invoices, periodic reviews of purchase orders, delivery tickets, payroll reports
and other records of Golf Course expenditures. Amounts due to Manager as fees
or reimbursable expenses must be approved by Owner prior to each payment.
Consulting fees shall be paid as provided in paragraph 18.5 herein.
c. Make distributions of excess cash to Owner as Owner may direct.
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d. Prepare a daily report of Golf Course cash receipts in all revenue categories.
e. Provide appropriate cash controls, including reviews and comparisons of daily
bank deposits against cash register tapes, tee sheets and daily revenue reports, and
periodic spot audits of on-site cash control measures.
f. Maintain the chart of accounts and general ledger for Golf Course.
g. Balance all accounts and maintain the balance sheet for Golf Course.
h. Prepare monthly profit & loss statements and other financial statements and
reports as are requested by Owner or by any Golf Course first mortgage lender
requiring the same (provided, however, that all financial statements and reports
shall be prepared by Manager's personnel and any audited or certified financial
statements or reports prepared by outside auditors that may be requested by
Owner or any lender shall be prepared at Owner's expense).
i. Conduct monthly physical count inventories in all departments of the Golf Course,
and match physical inventory reports to point of sale reports and delivery tickets.
j. Reconcile each bank statements on a monthly basis.
k. Prepare and file all documents necessary to meet Owner's obligations with
respect to local, state and federal tax filings, licenses, franchise fees, etc.
1. Within seven (7) days following the close of each month, provide to Owner
monthly financial reports, which shall include ayear-to-date report indicating
actual income and expenses compared to budgets for such period. Any
substantial variance of actual income and expenses from the Annual Operating
Budget shall be explained in the report.
7.3 Consulting Services. In addition to the operations management services
described herein, Manager also shall provide consulting services to owner in the areas of
market analysis and long-range strategic planning relative to the Golf Course. In general,
consulting services to be provided by Manager shall include, but may not necessarily be
limited to, the following:
a) Conduct market research and prepare a written analysis of the South Bend golf
market, with emphasis on public golf and market factors most affecting the Golf
Course;.
b) Prepare reports and facilitate planning meetings.;
c) Identify and evaluate alternative long-range strategy options;
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d) Prepare and submit by October 31, 2010 to Owner a final written report on the
conclusions and recommendations coming out of the above process.
7.4 Capital Improvements. In conjunction with the preparation and submittal
of the Annual Operating Budget, or as otherwise requested by Owner, Manager shall
prepare annual capital improvement plans and cost estimates for Owner's review and
approval. Funding for all capital improvements shall be Owner's responsibility. No
capital improvement project shall be undertaken by Manager without Owner's written
approval in advance.
7.5 Personnel and Employment Matters. In accordance with the approved
Annual Business Plan and Annual Operating Budget, Manager shall hire, in its own name,
supervise and discharge any personnel necessary to be employed in order to properly
fulfill Manager's obligations hereunder in accordance with the approved Annual Business
Plan and Annual Operating Budget. Owner acknowledges and agrees that Manager may,
at Manager's option, employ Golf Course personnel directly or through a professional
employment services subcontractor or employee leasing company. Employees of the
Manager and/or professional employment services subcontractor or employee leasing
company are referred to as employees of the Manager in this Agreement.
All salaries, wages and other employment-related costs of personnel employed by
Manager hereunder at the Golf Course, including, if applicable, but not limited to: fringe
benefits, social security taxes, worker's compensation insurance, and costs associated
with employee recruitment, relocation, or separation, shall be deemed an operating
expense of the Golf Course and therefore payable from the Operating Accounts. All such
salaries, wages and employment-related costs, including but not necessarily limited to
those set forth immediately above, shall be the responsibility of Owner and shall be paid
by Manager from the Operating Accounts. In the event that funds in the Operating
Accounts are not sufficient to cover employment costs, it shall be Owner's responsibility
to provide sufficient funds in accordance with the provisions herein.
7.6 Payroll Funding. It shall be Manager's responsibility to insure that
sufficient funds are transferred from the Operating Account to the Payroll Account
designated by Manager or by Manager's professional services subcontractor or employee
leasing company. ("Payroll Account") to fund all payroll and all other employment-
related costs at least five (5) business days prior to each payday. Advance funding for
payroll obligations shall be accomplished via an electronic transfer of funds from the
Operating Account to the Payroll Account. In the event that funds on deposit in the Payroll
Account are insufficient to fund an upcoming payroll, Manager shall notify Owner and
Owner shall be responsible for immediately depositing additional funds directly into the
Payroll account. In the event that Owner fails to deposit the additional funds needed to fund
an upcoming payroll, despite having received due notice from Manager, it shall be an event
of default by Owner under the terms of this Agreement.
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7.7 Other Employment Matters. Manager shall be responsible for compliance
with all laws, regulations and tax requirements relative to payroll and employment of the
Golf Course' employees, with all such expenses to be considered operating expenses of the
Golf Course and covered from the Operating Accounts or other funds provided by Owner.
Manager shall be responsible for resolving any issues related to employee compensation,
unemployment claims and benefits, and all related expenses, including attorneys' fees or
other litigation expenses as approved by Owner, shall be operating expenses of the Golf
Course.
Manager shall be responsible for providing (either directly or through a professional
services subcontractor or employee leasing company) Workers Compensation &
Employers Liability Insurance and any Statutory Disability Coverage as may be required
by State regulatory authorities for the employees of the Golf Course. The cost of such
coverage shall be an operating expense of the Golf Course and shall be included in the
Annual Operating Budget.
Owner covenants that it shall not, during the term of this Agreement or for a period of
one year after the expiration of the term hereof, employ or offer to employ, at or in
connection with the Golf Course, or at any other Golf Course or facilities of Owner, any
personnel of Manager without the prior written consent of Manager, which consent may
be withheld in the sole discretion of Manager.
7.8 Mortgages. Nothing herein contained shall prevent Owner from causing the
Golf Course or any portion thereof from being encumbered by a bond, mortgage, deed of
trust or trust deed in the nature of a mortgage. Manager shall use diligent efforts to cause
the operation of the Golf Course to comply with all terms, conditions, covenants and
obligations contained in any bond, mortgage or loan agreement related to the Golf Course,
including, without limitation, the obligation to prepare and deliver required financial
statements and materials with respect to the Golf Course, or any substitute therefore of
which Manager is made aware. The rights of Manager under this Agreement to receive
payment of management fees and reimbursement of expenses shall not be subordinated to
the rights of any lender.
SECTION 8
INSURANCE
8.1 Insurance Policies on the Golf Course. Owner shall provide for all insurance
coverage on the Golf Course at Owner's expense. All insurance shall be obtained from
financially sound and reputable companies, with amounts and types of coverage no less
than those normally secured by Owners of comparable golf course properties in
comparable locations. Owner will include Manager as an additional insured on a primary
and non-contributory basis on Owner's commercial general liability, commercial
automobile and umbrella liability policies. Owner shall be responsible, at no additional
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cost to Manager, for the payment of any and all deductibles, self-insured retentions or self
insurance in connection with the additional insured status on the commercial general
liability, commercial automobile and umbrella liability policies. In addition, Owner shall
maintain property insurance on the Golf Course and include a waiver of subrogation in
favor of Manager.
8.2 Insurance Policies on Manager Property. Manager shall, effective as of the
Commencement Date, obtain policies of insurance on any of its property or equipment
placed within or upon the Golf Course and maintain such policies on all its property or
equipment placed in or upon the Golf Course during the term of this Management
Agreement. Such policies shall provide for fire, theft, vandalism and extended coverage
for the Manager's equipment and property. The Manager shall include a waiver of
subrogation in favor of Owner.
8.3 Required Policies of Insurance at Manager's Expense. The Manager shall,
effective as of the Commencement Date, and through the terms of this Management
Agreement, unless modified by the Owner and the Manager in accord with the provisions
herein, keep in full force and effect the following policies of insurance at Manager's
expense:
Commercial general liability insurance, including products liability insurance
against bodily injury and property damage claims in the following minimum
amounts:
a. Personal Injury - $1,000,000 each person and each accident,
$1,000,000 aggregate;
b. Bodily Injury and Property Damage Liability - $1,000,000 each
incident; $1,000,000 aggregate;
c. Umbrella Liability Coverage and Umbrella Liability Policy in an
amount not less than $S,000,OOOfor any one occurrence in excess of
the aforementioned general liability insurance;
e. Liquor Liability - $1,000,000 each occurrence.
Workers Compensation -Manager shall provide and keep in full force and
effect during the term of this Management Agreement, Workers
compensation insurance in full compliance with the laws of the State of
Indiana;
8.4 Certificates of Insurance. All such policies shall contain an endorsement
giving the Owner or Manager Thirty (30) days prior written notice of cancellation or non-
renewal except Ten (10) days for non-payment of premium of said policies. All such
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insurance policies shall be written by companies authorized to do business in the State of
Indiana. Owner and Manager shall each provide Certificates of Insurance evidencing all
required coverages to the other party on or before the Commencement Date, and updated
Certificates of Insurance shall be provided to each party as requested or needed.
RF(''TTCIN 9
CATIONS AND DUTIES OF OWNER
9.1 Obligations and Duties of Owner. Owner shall fully cooperate with
Manager so as to enable Manager to carry out its obligations and responsibilities under
this Agreement. This cooperation shall include, but shall not be limited to, the following:
a. Performing all contractual obligations to which it is, at any time, a party relating
in any way to the Golf Course, including, without limitation, those agreements
which Manager enters into on behalf of Owner pursuant to this Agreement to the
extent that performance of such agreements can only be rendered by Owner and
not Manager on Owner's behalf;
b. Cooperating with Manager and promptly responding to all inquiries and requests
for information, documentation or approvals to enable Manager to carry out its
obligations under this Agreement.
c. Fulfillment or all Owner obligations under this Agreement.
9.2 Owner Responsibility for Operating Expenses. Owner agrees to pay for
the costs of operating and maintaining the Golf Course in accordance with the terms of
this Agreement, expressly including all payroll-related costs and management fees and
expense reimbursements to Manager, as set forth in the approved Annual Operating
Budget or as otherwise provided for in this Agreement. To the extent funds generated by
the Golf Course operating revenues are not sufficient to fund payroll expenses or other
operating expenses, Manager shall advise Owner, and Owner then shall provide such
funds as required by immediately depositing them into the Operating Account.
SECTION 10
FACILITY MAINTENAN
10.1 Vendor Services. The selection of vendors to perform services and/or
supply materials at the Golf Course under this Agreement shall be made jointly by
Manager and Owner, and Owner shall have the right of final approval.
10.2 Repairs and Maintenance. Within approved budgetary limitations and in
accordance with the Annual Plan and Budget or otherwise in accordance with this
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Agreement, Manager shall arrange for the making or installing, at Owner's expense and
in the name of Owner, of such alterations, repairs, modifications, or replacements of
furnishings or equipment at the Golf Course, as Manager and Owner deem reasonably
necessary. Manager shall not, however, make any changes or modifications to either the
general layout of the Golf Course or any of the buildings, structures, or fixtures located at
the Golf Course without express and explicit prior written consent of Owner.
10.3 Structural and System Maintenance. Manager shall be responsible for
contracting for or performing maintenance of all structural components of the Golf
Course and all heating, ventilating, air conditioning, plumbing and electrical systems, in
accordance with the Annual Plan and Budget.
10.4 Operation of Heating and Air Conditioning Systems. Manager shall train
appropriate staff to regulate the heating and air conditioning systems properly. Manager
shall be responsible for contracting for or performing maintenance on the heating and
electrical systems in accordance with the Annual Plan and Budget.
10.5 Site Maintenance. In addition to the Course maintenance, Manager shall
be responsible for all maintenance of the remainder of the grounds and landscaping at the
Golf Course, with Owner responsible for expenses associated with same, as provided in
the Annual Plan and Budget.
10.6 Capital Expenditures. Owner agrees to expend such budgeted amounts for
capital items as shall be required, and as are otherwise available for such purpose, in
Owner's sole discretion, in the ordinary course of operation of the Golf Course in order to
allow for the operation of the Golf Course in accordance with Owner's recommended
standards. Manager shall make recommendations to Owner regarding the expenditure of
funds budget for capital items and, if requested by Owner, supervise the installation of
such capital items.
CF('TTfIN 11
11TTT TTTFC
11.1 Water and Sewage Service. The Owner shall provide hook up to the Golf
Course for all water and sewage service required for the operation of the Golf Course
during the term of this Management Agreement.
11.2 Utilities. The Owner shall provide hook up for the Golf Course for all
electrical and gas service required for the operation of the Golf Course during the term of
this Management Agreement.
11.3 Light Bulb Replacement. The Manager shall be responsible for all light
bulb replacement at the Golf Course during the term of this Management Agreement, at
Owner's expense.
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11.4 Telephones. The Owner shall be responsible for the installation of an
adequate number of telephones in administrative offices and an adequate number of pay
telephones at the Clubhouse and Maintenance Facility. The Manager shall be invoiced
by the Owner on a monthly basis for telephone service for long distance charges not
directly necessary and attributable to the management of the Golf Course. The Manager
shall promptly pay all such invoices within a reasonable period of time but in no case
more than thirty (30) days after receipt of the same.
~FrTinN i ~
SCHEDULING
13.1 Agreement of the Parties. The Owner and Manager agree that all
scheduling for events at the Golf Course should be coordinated in a fashion to maximize
the beneficial use of the Golf Course and in accordance with the Operations Policies.
13.2 Schedule of Events. The Owner shall receive a written report, updated on
a monthly basis, listing all events to take place at the Golf Course.
13.3 Owner Events. Not later than March 1 of each year during the term of this
Management Agreement, the Owner shall provide the Manager with a listing of those
Owner Events which are priority events for purposes of scheduling during the Golf
Season. In no case shall such events or the preparation for such events result in the
preemption of the Golf Course for more than a total of five (5) days during the Golf
Season with no single event being more than two (2) days in duration. Such dates shall
be incorporated into the Manager's proposed Golf Season schedule.
13.4 Coordination of Scheduling. All scheduling shall be coordinated with the
Manager to assure that the required Manager Services can be provided in a manner
consistent with the Manager's obligations hereunder.
SECTION I3
OWNER'S REPRESENTATIONS AND WARRANTIES;
MANAGER'S REPRESENTATIONS AND WARRANTIES
14.1 Owner's Representations. Owner makes the following representations and
warranties to Manager:
a. That Owner has been validly formed and duly exists and operates as the
governing body of the City of South Bend, Department of Redevelopment
pursuant to LC. 36-7-14;
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b. That as the governing body of the City of South Bend Redevelopment
Commission, and with the approval of the Joint Committee established pursuant
to the Agreement among the South Bend Redevelopment Authority, the South
Bend Redevelopment Commission, and the St. Joseph County Airport Authority
for the Operation and Management of Blackthorn Golf Course, dated October 8,
1992, Owner has the sole and exclusive right to enter into this Management
Agreement;
c. That Owner is not prevented from entering into this Management Agreement by
its charter or bylaws, by any statute, regulation, or order of any court or
governmental authority, or by any license, debt instrument, lease, contract or
other agreement or instrument binding upon it or any of its property;
d. That Owner is duly authorized to enter into this Agreement and has taken all
necessary action to obtain such authorization, and that no consent of or notice to
any other individual, private entity or governmental authority is required in
connection with the execution and delivery of this Management Agreement;
e. That this Management Agreement, when properly executed, by both parties, shall
constitute a valid and binding agreement, enforceable by Manager in accordance
with its terms; and
f. That neither the execution and delivery of this Agreement by Owner nor Owner's
performance of any obligation hereunder (i) constitutes a violation of any law,
ruling, regulation, or order to which Owner is subject, nor (ii) constitutes a default
of any term or provision nor causes an acceleration of the performance required
under any other agreement or instrument binding upon Owner or to which the
Golf Course or any part thereof are subject.
14.2 Manager's Representations. Manager makes the following representations
and warranties to Owner:
a. That Manager has been validly formed and duly exists and operates as a limited
liability Company under the enabling and other statutes of the State of Delaware
and that is it is qualified to do business in the State of Indiana;
b. That Manager has the right and authority to enter into this Management
Agreement and is not prevented from entering into this Management Agreement
by its charter or bylaws, by any statute, regulation, or order of any court or
governmental authority, or by any license, debt instrument, lease, contract or
other agreement or instrument binding upon it or any of its property;
c. That it is duly authorized to enter into this Agreement and has taken all necessary
action to obtain such authorization, and that no consent of or notice to any other
individual, private entity or governmental authority is required in connection with
the execution and delivery of this Management Agreement; and
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d. That this Management Agreement, when properly executed by both parties, shall
constitute a valid and binding agreement, enforceable by Owner in accordance
with its terms.
e. That neither the execution and delivery of this Agreement by Manager nor
Manager's performance of any obligation hereunder constitutes a violation of any
law, ruling, regulation, or order to which Manager is subject.
SECTION 14
EVENTS OF DEFAULT; REMEDIES
15.1 In the event that either party hereto shall materially breach, violate or fail
fully to perform any term or provision contained in this Management Agreement, the
non-breaching party may, upon thirty (30) days written notice (five (5) days written
notice with respect to Owner's obligation to fund payroll expenses in accordance with
Section 7.6 herein) thereof, terminate this Management Agreement: Provided, however,
that the defaulting party shall have the right and opportunity to cure the default within
said thirty (30) day period (five (5) days with respect to Owner's obligation to fund
payroll expenses in accordance with Section 7.6 herein), or, if such breach, violation or
non-performance cannot be cured within a thirty (30) day period (five (5) days with
respect to Owner's obligation to fund payroll expenses in accordance with Section 7.6
herein), to begin diligently to effect such cure during such period. In the event that such
breach, violation or non-performance is not cured with said thirty (30) day period (or as
to defaults not curable within thirty (30) days (five (5) days with respect to Owner's
obligation to fund payroll expenses in accordance with Section 7.6 herein), diligent
efforts to effect a cure during such thirty day period have not begun), then, this
Management Agreement shall terminate upon the expiration of such period and the non-
breaching party shall thereupon have the right to exercise such additional rights or
remedies as it may have bylaw.
15.2 If Manager, or any officer or corporate-level employee of Manager, shall
commit any act of fraud, theft or dishonesty against Owner or against the Golf Course.
15.3 If Manager shall be deemed insolvent or shall file a petition seeking protection
from creditors under any bankruptcy or insolvency laws.
15.4 Rights Cumulative; No Waiver. No right or remedy herein conferred upon or
reserved to either parties hereto is intended to be exclusive of any other right or remedy, and
each and every right and remedy shall be cumulative and in addition to any other right or
remedy given hereunder, or now or hereafter legally existing upon the occurrence of an
Event of Default hereunder. The failure of either party hereto to insist any time upon the
strict observance or performance of any of the provisions of this Agreement or to exercise
any right or remedy as provided in this Agreement, shall not impair any such right or
remedy or be construed as a waiver or relinquishment thereof with respect to subsequent
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defaults. Every right and remedy given by this Agreement to the parties hereof may be
exercised from time to time and as often as may be deemed expedient by the parties hereto,
as the case maybe. Provided, however, neither party shall have the right to seek punitive or
consequential damages of any type of nature.
SECTION 15
TERM AND TERMINATION
16.1 Term. The term of this Agreement shall be three (3) years. The services of
Manager shall commence on January 1, 2010, and shall terminate December 31, 2012,
unless terminated sooner as provided herein. It is the intent of Owner and Manager that
nothing in this Section affecting the term of this Agreement is intended to be contrary to or
interfere with any Internal Revenue regulations as the same may be applicable to the tax-
exempt status of bonds issued by Owner to finance or refinance the construction of the Golf
Course.
16.2 Right to Terminate. Manager acknowledges and agrees that in order to
permit Owner to comply with Section 141 of the Internal Revenue Code of 1986, as
amended (the "Code"), Owner has an absolute right to terminate this Agreement for any
reason and without cause on the third (3rd) anniversary of the Commencement Date by
giving thirty (30) days written notice to Manager: In the event that said notice is not given
by Owner to Manager, this Agreement shall be extended automatically for an additional
term of two (2) years under the same terms and conditions as herein. It is the intent of
Owner and Manager that nothing in this Section affecting the term of this Agreement is
intended to be contrary to or interfere with any regulations, the interpretation of which shall
jeopardize the tax-exempt status of the bonds issued by Owner to finance or refinance the
construction of the Golf Course.
16.3 One Time Option to Cancel. Owner shall have aone-time option to cancel
this Management Agreement without cause at the end of the first year. If Owner elects to
exercise this option, Owner shall provide written notice of its election to cancel to
Manager on or before December 1, 2010.
16.4 Event of Termination. This Agreement shall terminate upon the occurrence
of any of the following events (an "Event of Termination"):
a. If Owner makes a decision, for whatever reason, to close the Golf Course
permanently or for a continuous period of nine (9) continuous months (except to
carry out capital improvements or to recover from a natural disaster), this
Agreement shall terminate upon the closure or cessation of operations of the Golf
Course or Golf Course by Owner, provided that Owner provides Manager with
written notice of the pending sale at least sixty (60) days in advance of the closing
date.
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b. If Owner sells the Golf Course, or all of the equity interests of Owner therein are
transferred to a third party not affiliated with Owner, this Agreement shall terminate
upon the sale or closing of the Golf Course, or the equity interests therein, by Owner
provided that Owner provides Manager with written notice of the pending sale at
least sixty (60) days in advance of the sale or transfer date.
c. If the Golf Course is taken in its entirety in a condemnation proceeding or a
substantial portion of the Golf Course is taken such that Owner determines in its
reasonable judgment that the Golf Course can no longer be operated. Any
termination under this clause shall be effective sixty (60) days after receipt by
Manager of written notice of Owner's election to so terminate.
d. If the Manager fails to keep a positive cash balance in any or all of the Operating
Accounts.
e. This Agreement is terminated in accordance with the terms of this Agreement.
16.5 Notice and Payments to Manager. Upon an Event of Termination. Manager
shall cooperate with Owner to effect an orderly transition or an orderly closing of the Golf
Course. Owner shall be obligated to make payments as follows:
a. Funding for all payroll expenses and any and all other operating expenses for which
Owner normally would be responsible under this Agreement;
b. Reimbursement for payroll expenses and any and all other budgeted and approved
expenses for which Manager normally would be entitled to reimbursement under
this Agreement;
c. Payment of any and all installments of the Monthly Management Fee (as hereinafter
defined) and any Project Management Fee (as hereinafter defined) and payment of
the Incentive Management Fee (as hereinafter defined) due and payable up to the
date of termination;
d. Reimbursement of any travel, lodging or other expenses for which Manager
normally would be entitled to reimbursement under this Agreement. All such
payments shall be made by Owner on or before the date of termination or within
twenty (20) days of receipt of an invoice for the same for expenses incurred in the
two (2) month period prior to the date of termination.
e. A lump sum payment to Manager (the "Termination Fee") in the event that Owner
terminates under any of the provisions of Section 6.3 or Sections 6.4 a, b, or c. The
Termination Fee shall not be payable if Owner terminates this Agreement under the
provisions of Section 6.4 d (Failure to maintain positive cash balances). The
Termination Fee shall be payable immediately, on or before the actual date of
termination. The amount of the Termination Fee shall vary over time as follows:
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i. $40,000 if this Agreement is terminated on or before Dec. 31, 2010;
ii. $30,OOOif this Agreement is terminated after Dec. 31, 2010 but on or before Dec. 31,
2011;
iii. $20,000 if this Agreement is terminated after Dec. 31, 2011 but on or before June 30,
2012, The deleted early termination provisions were included as part of Manager's
amdended proposal to City, and were accepted by City representatives. Therefore, these
provisions should be included in contract.
f. Payment of any other amounts due to Manager under this Agreement through the date
of termination.
CFf'TT(1N 1 F,
INDEMNIFICATION
17.1 Indemnification by Manager. Manager agrees to indemnify and hold
harmless the Owner, the South Bend Redevelopment Authority, the City of South Bend,
Indiana, and the St. Joseph County Airport Authority, and their respective officers,
directors, duly authorized agents and employees from any and all claims brought against
them for personal injury, death, property damage and any other losses, damages, charges
or expenses, including attorney fees, which are in connection with, or by reason of any
intentional wrongful act or omission, fraud, willful misconduct or gross negligence of the
Manager or its officers, directors, subcontractors, duly authorized agents or employees.
17.2 Indemnification by Owner. Owner agrees to indemnify and hold harmless
Manager and its officers, directors, duly authorized agents and employees from any and
all claims brought against them for personal injury, death, property damage and any other
losses, damages, charges or expenses, including attorney fees, which are in connection
with, or by reason of any intentional wrongful act or omission, fraud, willful misconduct
or gross negligence of the Owner or its officers, directors, subcontractors, duly authorized
agents or employees.
17.3 Indemnification for Loss, Theft or Damage to Personal Property. Manager
agrees to indemnify and hold harmless the Owner, the South Bend Redevelopment
Authority, the City of South Bend, Indiana, and the St. Joseph County Airport Authority,
and their respective officers, directors, employees and agents with respect to any claim or
liability for loss or theft or damage to personal property of the Manager, its employees,
sub-contractors, and others, except to the extent that such loss, theft or damage is from
the intentional wrongful act, fraud, willful misconduct or gross negligence of the Owner,
its employees, agents or sub-contractors.
17.4 Indemnification for Loss, Theft or Damage to Personal Property. Owner
agrees to indemnify and hold harmless the Manager, its officers, directors, employees and
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agents with respect to any claim or liability for loss or theft or damage to personal
property of the Manager, its employees, sub-contractors, and others, except to the extent
that such loss, theft or damage is from the intentional wrongful act, fraud, willful
misconduct or gross negligence of the Owner, its employees, agents or sub-contractors.
17.5 Procedure Relating to Indemnification. Upon the occurrence of an event
that gives rise to indemnification, the party seeking indemnification shall notify the other
party hereto and provide the other party hereto with copies of any documents reflecting
the claim, damage, loss or expense. The party seeking indemnification is entitled to
engage such attorneys and expert witnesses to defend against the claim, damage, loss or
expense, as it may choose. The party providing indemnification shall pay the reasonable
charges and expenses of such attorneys and expert witnesses.
17.5 Survival of Indemnity Obligations. The provisions of this Section 17 shall
survive any expiration or termination of this Agreement.
SECTION 17
COMPENSATION OF MANAGER
18.1 ' Monthly Management Fee. During the three (3)-year term of this
Agreement, Manager shall be entitled to receive a fixed monthly management fee of $8,000
per month (the "Monthly Management Fee"). In addition to the Monthly Management
Fee, the Manager shall be entitled to receive a fixed monthly accounting services fee of
$2,000 per month (the "Monthly Accounting Services Fee"). These fees shall be paid by
Owner payable on or before the 15th day of the month for which the installment is being
paid.
18.2 Incentive Fees. In addition to the Monthly Management Fee, Manager
shall be entitled to receive an annual incentive management fee (the "Incentive
Management Fee") equal to five percent (5%) of the gain in total gross revenue, if any,
over the average annual total gross revenue for the Golf Course for the 2008 and 2009
operating seasons (the "Incentive Benchmark"). Based on information provided to
Manager by Owner, the total gross revenue for the Golf Course for 2008 was $1,488,676 .
The total gross revenue figure for 2009, when it becomes available, shall be added to the
$1,488,676 and the result shall be divided by two (2) to determine the Incentive
Benchmark, which shall be applied in each of the three years of the Initial Term of this
agreement. For purposes of calculating total gross revenueand determining the Incentive
Management Fee, if any, total gross revenue shall be determined on the same basis as is
reflected in the financial statements provided to Manager by Owner for the 2008
operating year.
In addition, at the sole discretion of Owner, Owner may pay Manager an additional
Incentive Fee ("Performance Incentive") based on objective and/or subjective evaluation
by Owner of Manager's overall performance in any given year. The amount of the
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Performance Incentive shall be no greater than one-quarter of the amount of the Incentive
Management Fee, and in no event shall the combined total of the Incentive Management
Fees for any year exceed the amount of the total Monthly Management Fees paid in that
year.
The Incentive Management Fees, if any, are due and payable within thirty (30) days of
the receipt by Owner of the financial statement for each operating year together with the
calculation by Manager of the amount of such Incentive Management Fee. The Annual
Operating Budgets approved by Owner shall include provisions for payments of the
Monthly Management Fee and the Incentive Management Fee.
18.3 Fee Payment. Owner expressly agrees that Manager shall be entitled to
receive monthly installments of the Monthly Management Fee on or before the last day of
the month for which the installment is being paid. Owner shall be responsible for insuring
that the Operating Accounts contain sufficient funds for this purpose, just as the Owner is
responsible for insuring that sufficient funds are available for payroll and for all other
approved operating expenses.
18.4 Reimbursable Expenses. In addition to the Monthly Management Fee and
the Incentive Management Fee, during the term of this Agreement, Manager shall be
entitled to receive reimbursement for reasonable and necessary travel and lodging
expenses incurred by Manager's corporate employees (as opposed to Golf Course-level
employees) in direct relationship to Manager's responsibilities under this Agreement, up
to an annual maximum reimbursement of $10,000. A budget for such expenses shall be
prepared by Manager, and submitted to Owner for approval, as part of the Annual
Operating Budget.
18.5 Fees for Consulting Services. Manager's obligations under this
Agreement include certain consulting services to assist Owner in determining the best
long-range strategy for the Golf Course. Manager shall receive a consulting fee of
$5,000 upon the completion of item 7.3 (a) herein and shall receive a second payment of
$5,000 upon the completion of consulting item 7.3 (e) herein. Fees for Consulting
Services shall be invoiced to Owner separately and shall not be paid out of the Operating
Account.
SECTION 19
FORCE MAJEURE
19.1. Circumstances Beyond the Control of Either Party. The Manager and the
Owner agree that with respect to any services to be provided, payments to be made, or
action to be taken by either party during the term of this Management Agreement, the
party required to furnish or perform the same shall in no event be liable for the failure to
do so when prevented by any cause beyond the reasonable control of such parties such as
strike, lock-out, breakdown, accident, order or regulation of or by any governmental
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authority ("Governmental authority" for purposes of this provision shall not include the
South Bend Redevelopment Authority, the City of South Bend, Indiana, , or the St.
Joseph County Airport Authority), or failure of supply or inability by the exercise of
reasonable diligence, to obtain supplies, parts, or employees necessary to furnish such
services, or because of war or other emergency, or for any cause due to any act or neglect
of the other party hereto, or in servants, agents, employees, any assignee, or successor in
interest to such other party. The time within which such services, payments, or actions
shall be performed or rendered shall be extended for a period of time equivalent to the
delay of such cause.
SECTION 20
COMPLIMENTARY PLAY AND PRIVILEGES
20.1 Complimentary Play and Privileges for Manager. Owner and Manager
agree that employees of Manager are entitled to complimentary golf course and practice
range privileges, consistent with normal golf industry standards and practices. Playing
and practice privileges for employees shall be available to employees on personal time
only, on a space available basis, at the discretion of the Facility Manager. Employees
may not make advance tee time reservations for complimentary play. Guests or family
members accompanying employees shall pay full applicable fees. Employees and their
guests shall conform with all policies that apply to the paying public utilizing the Golf
Course.
20.2 Complimentary Play and Privileges for Owner. Except as provided herein,
Owner and Manager agree that no complimentary playing privileges shall be granted to
Owner's employees or any public official. Owner shall maintain an account with
Manager at the Golf Course which designated officials may use for Owner-related
marketing purposes. Each month Manager shall bill Owner for all charges on this
account.
20.3 Complimentary Play and Privileges for Marketing. For purposes of
marketing the Golf Course, Manager may elect to grant complimentary playing privileges
to golf professionals, sponsors of potential golf events at the Golf Course, prospective
corporate site purchasers, or others, who, in the opinion of Manager, can promote the
Golf Course, bring business to the Golf Course, or help the Golf Course reach its
marketing goals with respect to local, state, regional or national recognition. Manager is
to keep a log of all such complimentary rounds, stating the name of the individual and the
marketing purpose. At Owner's discretion, restrictions may be placed on the granting of
complimentary playing privileges by Manager.
20.4 Merchandise Purchases by Manager's Employees. At the discretion of
Manager, employees of Manager may be permitted to purchase golf shop merchandise at
a discount price. The maximum allowable discount is a price that is 10% over the
wholesale price paid by Manager for the item being purchased. Employees of Manager
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may exercise this discount privilege only for personal use, or for use by members of the
employee=s immediate family, which is defined as including only the employee=s
spouse and dependent children. The total annual discount purchases made by any
employee shall not exceed the amount of the annual salary paid to the employee by
Manager. Owner and Manager agree that no discount purchasing privileges shall be
granted to Owner=s employees or to any public official.
SECTION 21
DESTRUCTION OF GOLF COURSE
21.1 Partial Destruction. If, in the sole opinion of the Owner, the Golf Course
is partially destroyed by any cause and can be repaired or restored to its prior condition
and the destruction does not render the Golf Course unusable, this Management
Agreement shall continue in full force and effect. The Owner shall, at its expense,
promptly and diligently complete the restoration of the Golf Course to the same condition
as of the Commencement Date of this Management Agreement, reasonable wear and tear
excepted.
21.2 Reduction in Fixed Fee. Should the Course be unavailable for 30 or more
consecutive days in any given Golf Season as a result of the partial destruction of the
Golf Course or by reason of the Owner's election to repair or restore the Golf Course
subsequent to partial destruction, the Fixed Fee shall be reduced $150 per day for each
day beyond the 30 days that the Course in unavailable.
21.3 Total Destruction. In the event the Golf Course is totally destroyed, in the
sole and reasonable opinion of the Owner, by fire or other casualty, the Owner may elect
to suspend this Management Agreement. Such election shall be exercised by the Owner
by giving written notice to the Manager within thirty (30) days after such destruction. If,
after due consideration, the Owner elects not to restore the Golf Course to playable
condition, this Management Agreement shall terminate at no penalty to either party. If
and when the Owner does restore the Golf Course, this Management Agreement shall
again be in force, effective 60 days prior to the scheduled re-opening of the Course, and
continuing for the unexpired term that remained in the Management Agreement at the
time it was suspended. In such event, Owner shall be responsible and liable for all costs
associated with the closure, interim care, insurance, security, maintenance, and re-
opening of the Golf Course, including, but not limited to, all costs associated with the
dismissal and re-hiring of Manager's employees.
RF('TTf1N ~~
SIGNAGE
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22.1 Sign Approvals. The placement of any and all signage, either temporary
or permanent, at the Golf Course, including, but not limited to the Food and Beverage
Services Areas, shall be subject to the prior written approval of the Owner.
SECTION 23
PARKTN(;
23.1 Use of Property. Manager shall, during the term of this Management
Agreement, maintain the Parking Lots at the Golf Course, and pay such expenses from
the Operating Account.
23.2 Snow Removal. Manager shall remove snow from the Parking Lots as it
deems necessary.
23.3 Employee Parking. Manager shall assign employee parking spaces so as
to afford maximum access to customers and to insure sufficient and convenient parking
for daily patrons and participants in special events. In general, it is expected that
Manager's employees shall use spaces farthest from the Clubhouse. Manager shall
encourage employees to park in the parking area adjacent to the Maintenance Facility.
SECTION 24
ADVERTISING
24.1 Manager Marketing Responsibilities on Behalf of Owner. Manager shall
cooperate with Owner's developer of the Blackthorn Corporate Park in the advertising
and marketing of the Golf Course in connection with the development of Blackthorn
Corporate Park. Manager, on behalf of Owner, shall market and advertise the Golf
Course only in a manner that is consistent with the Owner's goals for the development of
the Blackthorn Corporate Park.
24.2 Owner's Approval Required. Manager shall not advertise or allow
advertising in any manner or form, on or about the Golf Course, including but not limited
to advertising on golf cart panels, except with the prior written approval of Owner.
SECTION 25
ASSIGNMENT
25.1 Assignment. Except as otherwise provided herein, neither party hereto
may assign, either wholly or in part, any of its rights or obligations under this Agreement
to any other natural person or legal entity without the prior written consent of the other
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party hereto: provided, however, that either party may assign, upon written notice to the
other party but without requiring the other party's consent, its rights and obligations
hereunder to a subsidiary or affiliate with substantially the same ownership, controlling
authority, and professional qualifications; and provided, further, that Manager may assign
this Agreement to any successor entity which agrees to retain substantially all of the
employees of Manager then providing management services to the Golf Course.
SECTION 26
MISCELLANEOUS
26.1 Nondiscrimination. The Manager shall not discriminate in any manner on
the basis of gender, race, color, creed, age, handicap or national origin with respect to any
applicant or employee, and shall conform in all respects to the pertinent provisions of
federal, state or local laws, ordinances, rules and regulations of employment practices.
The Manager further agrees that in serving the public, its employees shall not, on the
grounds of gender, race, creed, color, age, handicap or national origin discriminate or
permit discrimination or refuse to serve a person or group of persons in any manner
prohibited by federal, state or local laws, rules, ordinances and regulations.
26.2 Food and Beverage Services; Licenses and Permits.
a. The parties acknowledge that the Golf Course currently is permitted by the
Indiana Alcoholic Beverage Commission to serve liquor. Owner shall make
every reasonable effort to retain said permit. Said permit shall authorize Manager,
as manager of the Golf Course, to serve liquor on the licensed premises in the
normal course of business. Manager shall comply with all local, county, state and
federal laws and regulations governing the serving of alcoholic beverages, and
shall properly direct all Golf Course personnel in this regard through policies,
posting of notices and supervision. Manager shall secure for all wait staff and
bartenders any permit required by the Indiana Alcoholic Beverage Commission.
The liquor license shall be and shall remain the sole property of the Owner.
b. Manager is responsible to assure that all other applicable state and/or local
permits and licenses for the provision of Food and Beverage Services at the Golf
Course shall be obtained.
c. Manager shall provide all Food and Beverage Service. The Clubhouse Restaurant
shall be open for food services at all times during which the Course is open.
Alcoholic beverages shall not be served before 10:00 A.M.
d. Manager acknowledges that the provision of high quality Food and Beverage
Services in a manner pleasing to the public is of utmost importance to the overall
success of the Golf Course. Manager shall take all reasonable efforts to assure
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that food is of high quality and consistent with the goals of the Owner to enhance
attendance at the Golf Course.
e. Manager shall provide Janitorial Services to the Food and Beverage Service Areas
during the Term of this Management Agreement.
£ Manager shall post signs in appropriate locations at the Golf Course which shall
prohibit patrons from bringing food, beverages, beverage containers or alcoholic
beverages onto the Golf Course.
g. Owner reserves the right to approve the location, extent, and use of vending
machines provided by or at the direction of Manager at the Golf Course. Manager
acknowledges that is the Owner's desire that vending machines be used
appropriately to supplement the provision of Food and Beverage Services rather
than to substitute for the provision of said services at the Golf Course.
h. Chewing gum shall not be sold by Manager, either manually or through vending
machines.
26.3 Validity of Agreement. The parties warrant that the execution and
performance of this Agreement by such parties does not and shall not conflict with or
violate any provision of their respective articles of incorporation, by-laws or operating
agreements.
26.4 Severability. If any one or more of the provisions contained in this
Management Agreement shall for any reason be held to be invalid, illegal, or
unenforceable in any respect, and if such holding does not affect the ability of the
Manager to perform and have access to the Golf Course as provided for herein, such
invalidity, illegality or unenforceability shall not affect any other provision hereof, and
this Management Agreement shall be construed as if such invalid, illegal or
unenforceable provision was not contained therein.
26.5 Binding Effect: Governing Law: Counterpart. This Agreement shall inure
to the benefit of and be binding upon the parties hereto, their successors and permitted
assigns. This Agreement shall be governed by and enforced and construed in accordance
with the laws of the State of Indiana and any action to enforce any of the terms hereof
shall be filed in the Superior Court of St. Joseph County, Indiana. This Agreement may
be executed in any number of counterparts, each of which shall be deemed an original
without the production of the other and all such counterparts together shall constitute but
one and the same instrument.
26.6 Partnership or Joint Venture. Owner and Manager are not partners or joint
venturers with each other and nothing in this Agreement shall be construed to make them
such partners or joint venturers or impose any liability of such on either of them. The
parties hereto hereby acknowledge that Manager and Owner have no power to bind or
obligate the other party except as set forth in this Agreement.
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26.7 Notices and Addresses. All notices required to be given under this
Management Agreement shall be given by certified or registered mail, addressed to the
proper party to the following addresses, or at such other address as may be subsequently
given pursuant to this Section and shall be deemed given when deposited in the U.S.
mails, postage prepaid:
Owner: Manager:
South Bend Redevelopment Commission Kitson & Partners Club Services, LLC
1200 County-City Building 4500 PGA Boulevard, Suite 400
South Bend, Indiana 46601 Palm Beach Gardens, FL 33412
Attn: Donald E. Inks, Director Attn: Mr. George Speer
The above noted addresses may be changed by either party by mailing written notice of
such change to the other party at the last designated address of the other party as provided
herein, with such change to be effective upon receipt of said notice.
26.8 Time of the Essence. Time is of the essence of this Agreement.
26.9 Rights and Remedies Cumulative. The rights and remedies provided by
this Management Agreement are cumulative and the use of any right or remedy by either
party shall not preclude or waive its rights to use any and all other remedies. Said rights
and remedies are given in addition to any other rights the parties may have bylaw, statute,
ordinance or otherwise.
26.10 Status of Parties. Parties hereto shall be deemed independent contractors
with respect to one another for all purposes and nothing contained in this Management
Agreement shall be determined to create a partnership or joint venture between the
Manager, the Owner, the City of South Bend, or the St. Joseph County Airport Authority
with respect to the Manager's activities conducted at the Golf Course pursuant to the
terms of this Management Agreement.
26.11 Waiver. The waiver by either the Manager or the Owner of any default or
breach by the other party of any of the provisions of this Management Agreement shall
not be deemed a continuing waiver or waiver of any other breach by the other party of the
same or another provision of this Management Agreement.
26.12 Improvements. The Manager shall make no improvements to the Golf
Course without the prior written approval of the Owner.
26.13 Waste or Nuisance. The Manager shall not commit or permit any waste
on or about the Golf Course during the term of this Management Agreement nor shall it
maintain, commit or permit the maintenance or commission of any nuisance on or about
the Golf Course nor use the Golf Course for any unlawful purpose. Any factors or risks
associated with errant golf shots, the noise associated with golf maintenance equipment
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and any other aspects of normal golf course operations and maintenance shall not under
any circumstances be deemed a nuisance for purposes of this clause.
26.14 The Manager shall not permit any mechanics lien or other encumbrances
or liens to exist against the Golf Course and shall within thirty (30) days of any such lien
or encumbrance being asserted against the Golf Course as a result of action or inaction by
the Manager either cause the same to be released of record or obtain title insurance
coverage or other bonding reasonably satisfactory to the Owner over such lien and
proceed diligently to contest the same in good faith.
26.15 References to the Owner. All references to the Owner in this Management
Agreement also shall be deemed to be references to such officers or employees or other
designees of the Owner as may be appropriate to implement the terms of this
Management Agreement.
26.16 Valid Delaware Corporation Registered to Do Business in Indiana. The
Manager represents that as of the date of the execution of this Management Agreement it
is organized and in good standing under the corporation laws of the State of Delaware
and registered with the office of the Indiana Secretary of State to do business in the State
of Indiana, that it is duly authorized to enter into this Management Agreement and has
taken all requisite corporate action to obtain such authorization and that no consent of or
notice to any other individual, private or public entity or governmental authority is
required in connection with the execution, delivery and performance of this Management
Agreement.
26.17 Headings. Headings, captions and paragraph headings contained in this
Agreement are for convenience and reference only and in no way define, describe, extend
or limit the scope or intent of this Agreement.
26.18 Complete Agreement. This Agreement shall constitute the entire
agreement between the parties hereto relative to the subject matter hereof and supersedes
all prior and contemporaneous agreements and understandings of the parties and no
variance or modification hereof shall be valid or enforceable except by supplemental
agreement in writing, dated subsequent to the date hereon and executed by the parties in
the same manner as this Agreement.
[CONTINUED ON SIGNATURE PAGE)
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on
the date indicated below effective as of the Commencement Date.
FOR THE OWNER:
SOUTH BEND REDEVELOPMENT
COMMISSION
FOR THE MANAGER:
Kitson & Partners (Club Services) LLC
Marcia Jones, President
Attest:
Nancy King, Secretary
Date Signed:
By:
Sydney W. Kitson, Chairman and CEO
Date Signed:
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Exhibit "A"
Minimum Maintenance Standards of the Blackthorn Golf Course
Exhibit "B"
Operations Policies of the Blackthorn Golf Course
Exhibit "C"
Form of Line-by-Line Annual Budget for the Blackthorn Golf Course
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