HomeMy WebLinkAbout7 C Progress Report Morris PACPERFORMING ARTS CENTER * SOUTH BEND, IN
Memorandum
To: Don Inks, Director, Division of Economic Development
cc: Marcia Jones, President, Redevelopment Commission
Jackie Homann, President, Morris Entertainment Inc.
Margaret King, Morris Entertainment Inc.
Chris Hartz, James Childs Architects
Tim Wall, Ken Herceg & Associates
From: Dennis J. Andres, Executive Director, Morris Center Complex
Date: November 17, 2010
Re: Redevelopment Commission Agenda Item/Meeting Request
Don, as you are aware, the Morris Performing Arts Center, the Palais Royale, and the Jon R Hunt
Plaza are owned by the Redevelopment Authority. And I am the Executive Director responsible
for the operation of the Morris and Palais. Further, the Moms and Palais have separate operating
budgets and both venues have undergone an extensive renovation/restoration. Jn addition, I am
responsible for and oversee the scheduling of and service to events that are planned to take place
in the Jon R Hunt Plaza/park. The Parks Department handles the lawn maintenance, the lawn
sprinkler system, the flower /plant gardens, and the operation of the plaza fountain. However,
neither the Parks Department nor the Morris/Palais receive funds in our budgets to pay for the
service or plaza/park maintenance supplies that our departments provide.
Ten years ago the Morris was renovated/restored to the grand space it had been in the past and
we continue to work hard to keep the venue active and well maintained to preserve and protect
the renovation/restoration work that took place. The Morris is ranked among the top 100
Theaters Worldwide. While the renovation/restoration of the Morris cost approximately $17
million dollars, several projects were not undertaken due to the lack of funds available.
At the urging of Margaret King and the Morris Entertainment Executive Committee, I recently
spoke to the President of the Redevelopment Commission, Marcia Jones, regarding the Moms'
success over the past ten years; the positive economic impact it has on the local community; and
its great value to the City of South Bend and the surrounding region. We also spoke of the
projects that were not undertaken during the venue's renovation/restoration and the need to
complete them today. Those projects include the restoration/replacement of the windows and
doors on its main lobby; the upgrade of the restrooms in the lower level below the grand lobby;
tuck pointing and sealing of the exterior north wall; and the installation of an orchestra pit lift.
Marcia encouraged me to investigate the projects and to make a formal presentation before the
Redevelopment Commission of the needs noted above. I spoke with the Morris Entertainment
Morris Performing Arts Center— 211 N. Michigan Street • South Bend, IN 46601
Office: (574) 235 -9198 • Fax: (574) 235 -5604 • http: / /www.MorrisCenter.org
Board members and I requested from them the funds to hire James Childs Architects to
investigate the aforementioned projects and prepare the necessary documents to obtain cost
estimates covering the various projects. The Morris Entertainment Board unanimously approved
the request and a formal contract received the blessing of the Board of Public Works. We are
now at the point wherein we wish to present our findings to the Redevelopment Commission and
make a request to fund those projects.
In addition, this past summer, we struggled to maintain the Jon R Hunt Plaza/Park. We
desperately need a maintenance and master plan for this areal have contacted Ken Herceg &
Associates to make a proposal toward that end. I would also like to present that information to
the Redevelopment Commissioners for their consideration.
Again, I would like to meet with and make a formal presentation to the Redevelopment
Commission on Friday, December 3, 2010. Representatives from the architectural firms; the
Morris Entertainment Board; and Morris staff will be in attendance to answer any questions the
Commissioners may have. Please confirm that we have been added to the agenda for the meeting
day and time noted above. Thank you.
•
PERFORMING ARTS CENTER * SOUTH BEND, IN
Memorandum
To: Marcia Jones, President, Redevelopment Commission
cc: Jackie Homann, President, Morris Entertainment Inc.
Margaret King, Morris Entertainment Inc.
Chris Hartz, James Childs Architects
Tim VVall Ken Herceg 97 A SS^rlateS
. I ..
From: Dennis J. Andres, Executive Director, Morris Center Complex
Date: November 22, 2010
Re: Project Funding Requests
Item # I The Morns Civic Auditorium closed in January 1998, underwent a major 26 month
renovation/restoration project that cost $17.4 million dollars (soft & hard costs) and reopened in
FPhn�ary of 2,000 as the Morris Perfnr _ Mi am m s/Ps e is owned by the
Redevelopment Authority and the renovation/restoration was a public and privately funded project. I
was hired in May of 2000 as Executive Director responsible for the operation of the Morris and Palais
and later my duties increased to include the scheduling of and service to events that are planned to take
nlara in the Jon R Hunt Pla,za,/Parl{
r -a.,_
The Morris and Palais have separate operating budgets. The Parks Department handles the Hunt
Plaza/park lawn maintenance, the lawn sprinkler system, the flower gardens, and the operation of the
plaza fountain. However, neither the Parks Department nor the Morris/Palais receive funds in their
annual budgets to pay for the service or plaza/park maintenance supplies that the departments provide.
Ten years ago the Morris was renovated/restored to the grand space it once was when it first opened in
November of 1922 and we continue to work hard to keep the venue active and well maintained to
preserve and protect the renovation/restoration work that took place. The Morris has ranked consistently,
over the past ten years, among the Top 100 Theaters Worldwide and regularly falls among the Top 50
Theaters. An economic impact study of the Morris was accomplished in 2007 (Abstract/Executive Summary
Attached) and found that the total indirect economic impact of the Morris/Palais on the local community
to be at least $5.9 million dollars per year. Over the past ten years therefore, it may deduced that the
Morris/Palais has had nearly a $60 million dollar economic impact on our region generating over $3.5
million dollars in sales tax revenue.
While the renovation/restoration of the Morris cost $17.4 million dollars, several items of the project
were not undertaken due to the lack of funds available at that time. Those items include:
a) The restoration/replacement of the windows and doors in the Grand Lobby-,
b) The upgrade of the restrooms in the lower level below the Grand Lobby;
c) Tuck pointing and sealing/painting of the exterior north wall of the facility; and
d) The installation of an orchestra pit lift and cover.
Morris Performing Arts Center • 211 N. Michigan Street • South Bend, IN 46601
Office: (574) 235 -9198 • Fax: (574) 235 -5604 • http: / /www.MorrisCenter.org
The Morris' windows and door are original and are deteriorating quickly. The glass, in the large
windows facing Michigan Street, are single pane and are the opposite of being energy efficient. The
wooden doors are 88 years old and are clearly weather worn and slowly rotting. The restrooms in the
lower level desperately need to be renovated especially to be able to handle the increased use by large
crowds attending our events. The scope of maintenance work required concerning the exterior north wall
includes tuck pointing 25% of the wall, cutting out and replacing over 400 spalled brick, chemically
cleaning the surface, and applying a masonry primer and waterproofing coating. And finally, the current
orchestra pit cover is a "Goldberg" design and while safe, is not what may be found at other prestigious
theatres similar to the Morris. Out pit cover is truly antiquated and cumbersome and we do not have an
orchestra lift!
The Morris Entertainment Board provided the funds to hire James Childs Architects to investigate the
aforementioned items and prepare the necessary documents to obtain cost estimates covering the various
projects. They have completed their assignment and I have attached to this memorandum their summary
of the necessary scope of work and cost estimates totaling $965,512. It is that sum that we are requesting
the Redevelopment Commission to approve and provide in order to complete the renovation/restoration
work at the Morris Performing Art Center.
Item #2 As you may know, we struggled this past summer to maintain the Jon R Hunt Plaza/Park
We had a major flood in the control pit for the fountain area and as it stands now, the fountain will not
function next summer unless the two fountain pumps are replaced at an estimated cost of $21,000. It is
my recommendation that before we make any further repairs to the Jon R Hunt Plaza/Park that we step
back and review and examine what we have and develop a maintenance and master plan for the Hunt
Plaza/Park. Towards that goal, I have contacted Ken Herceg & Associates to submit a PROPOSAL in
that regard. Please see attached. I hereby request funding from the Redevelopment Commission in the
amount of $36,800 to meet the terms and conditions as found on page 3 of the proposal submitted by
Ken Ilerceg & Associates.
In conclusion, please note that the work in Items #1 & #2 are very time sensitive as the Morris
can best accommodate the work necessary during the months of June, July and August while the Hunt
Plaza/Park examination and approved work must be completed by May 8, 2011.
Respectfully submitted.
The Morris Performing Arts Center
Abstract
Results of this study found the total indirect economic
impact of the Morris to be at least $5.9 million, given
an anticipated attendance of 165,000 in 2007. This
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significantly contributes to the economic lifeblood of
local businesses.
Executive Summary
The Morris Performing Arts Center is located in the heart of downtown South Bend, Indiana. It
is home to the Broadway ThPatPr L.eag�lP; the So�?th Rend Symphony QrchPstra; and the
Southold Dance Theater. The Morris is also the owner of the Palais Royale, South Bend's
premier banquet facility. The Morris is a strategic component in the promotion of tourism and
economic development and the general revival of the downtown South Bend area.
The Morris Performing Arts Center requested Professor Jerome L. McElroy to examine the
feasibility of producing an updated and expanded economic impact study based on the 2004
work by the Graduate Sch�oyyol of Management, University of Dallas. He then 'di``r/ected my
llLZ V1ident study to detel^11i11e the potential indirect eV011oml^ imp4Vt of the i`i l�1r111J Vll 1VV41
businesses. My approach was to survey patrons of the Morris Performing Arts CVenter (PAC),
local businesses, and patrons of the Palais Royale.
Rcsuits of this study found the total indirect economic linpacit of the Morris to be at least $5.9
million, given an anticipated attendance of 165,000 in 2007. This generates over $353,000 in
sales tax revenue and significantly contributes to the economic lifeblood of local businesses.
urvey results showed patrons the Niorris PAC, excluding the cost of awl nission, have a
$5,563,800 million indirect economic impact on the local business community. These findings
are based on an expected attendance of 165,000 guests in 2007 (ticketed and non - ticketed
events — paid and complementary attendance). A breakdown of total spending by category is
included in Figure 1.
The Morris projects $19,000 to be spent by `runners,' (on -hand staffing of performers who run to
pick up necessities, such as food, dry cleaning, office supplies, etc.) in 2007. This is based on an
average 19 runners in 2006 and an average spending of $1000 per runner. The Morris also
provided information on performing groups which utilize overnight accommodations. The
average number of performing groups which utilize hotels is 31. The average number of rooms
used by each show is four, and at a mean cost of $89 /room, this is $11,036 additional spending in
relation to Morris events.
In 2007, the Palais Royale estimates the sale of $290,000.00 in food and beverages obtained
from local venders during the year's events. This amount summed with the $5.6 million
projected spending by Morris patrons, the $19,000 spent by runners, and the estimated $11,036
spent on hotels by performing groups equals a total projected indirect economic impact of
$5,883,836 generating $353,030.16 in sales tax revenue.
PRELIMINARY ERA JamesChllds,Awbitects
WORKSCOPE AND 828 Lincolnway East, South Bona. IN 46601 Tel 574.286.2052 Fax 574.286.2550
COST ESTIMATE
MORRIS PERFORMING ARTS CENTER DATE: November 22, 2010
ENTRY DOOR AND WINDOW REPLACEMENT
211 North Michigan Street
South Bend, Indiana 46601
WINDOWS
Restore existing frames, jambs and decorative woodwork. Restoration to include eight (8) windows,
five (5) doorway transoms. Decorative woodwork is found at the windows, the doorway transoms
and the doors. Paint to be removed to bare wood, wood to be repaired, painted using wood
preservative, primer and latex topcoats. Provide new sashes with 5/8" - I" insulated glazing,
Manufacturer applied painted coating. Installed as fixed windows, except at three (3) locations for
marquee access. $190,000
DOORS
Provide twelve (12) pairs of new aluminum entry doors and frames with 1" insulated glazing and
heavy duty commercial grade hardware. (Note that transom and woodwork restoration included
in window pricing.) $125,000
RESTROOMS
Demolish existing Mens and Womens Restrooms at lower level (below Lobby). Provide new and
expanded restrooms at the demolished locations. Restrooms shall be handicapped accessible. Mens
restroom to contain five (5) water closets, six (6) urinals, four (4) lavatories, toilet partitions, entry
vestibule with door, chase walls, new finishes, toilet accessories, lighting and ventilation. Womens
restroom to contain eleven (11) water closets, eight (8) lavatories, toilet partitions, entry vestibule
with door, chase walls, new finishes, toilet accessories, lighting, ventilation, water heater, and water
heater closet with door. $231,250
EXTERIOR NORTH WALL
Tuck point approximately 25% of the wall. Cut out and replace over 400 deteriorated brick,
chemically clean the brick surface, apply a masonry primer and apply a waterproofing coating.
$85,000
ORCHESTRA LIFT AND COVER
Remove existing orchestra pit cover and provide new orchestra pit lift and cover. $172,000
GENERAL CONDITIONS
General conditions, permit fees, markup, overhead and profit $82,262
General contingency allowance $80,000
TOTAL PROJECT $965,512
r" ERCEG:) KEN HERCEG & ASSOCIATES, INC.
October 14, 2010 ENGINEERS, ARCHITECTS & LAND SURVEYORS
Kenneth P. Herceg, P.E., L.S.
Mr. Dennis J. Andres Nitin V. Timble, P.E., L.S.
Executive Director Timothy J. Wall, AIA, LEED AP
Morris Performing Arts Center John E. DeLee, P.E.
211 N. Michigan Street Brian W. W. Thomasen, P.E.
South Bend, IN 46601 -1202
PROPOSAL
JON R. HUNT PLAZA
MAINTENANCE AND MASTER PLAN
In response to Mr. Dennis Andres' request, Ken Herceg & Associates, Inc., (HERCEG)
offers professional architectural and engineering services to the Morris Performing Arts
Center and the City of South Bend (OWNER) in their effort to prepare a Maintenance Plan
and a Master Plan for the Jon R. Hunt Plaza in front of the Morris Performing Arts Center in
South Bend.
The existing 35+ year old fountain has functioned in recent years, but has experienced
deterioration and maintenance problems. In addition, the equipment vault that houses the
pumps, controls, chemical treatment and electrical feeds has been partially vandalized and
has experienced flooding on more than one occasion. With multiple maintenance problems
and existing code issues related to the fountain controls we are concerned that it may not
be able to be restored to full operation without major renovations. We therefore propose
that the project begin with the following:
A. Investigate and make recommendations necessary to restore the function of the
Fountain.
In addition to restoration efforts for the fountain the project will review and document in a
manual expected and proposed activities required for:
B. Regular maintenance activities for the Fountain
C. Regular maintenance activities for the Plaza and Park.
Lastly, the project will study the "big picture" and propose improvements for the Plaza and
Park.
D. Master Plan for Plaza and Park
The proposed improvements will be defined in a 3 -year Master Plan to allow the OWNER to
budget for the projects in advance. Yearly maintenance activities will also allow the
OWNER to budget proactively for work rather than finding funds to fix problems after they
happen.
The Master Plan is a document that will provide a framework for planning and budgeting but
is flexible enough be changed if other issues arise.
211 W. Washington Street, Suite 2100 P.O. Box 547
South Bend, Indiana 46601 Niles, Michigan 49120
Phone: (574) 288 -4580 Fax: (574) 288 -0195 Phone: (269) 684 -4580 Fax: (574) 288 -0195
Mr. Dennis Andres. Page 2 of 4
PROPOSAL: JON R. HUNT PLAZA October 14, 2010
MAINTENANCE AND MASTER PLAN
We offer to perform the following:
PART I. SCOPE OF SERVICES:
A. RECOMMENDATIONS TO RESTORE THE FOUNTAIN
1. Confirm existing equipment conditions and obtain any available information from
City sources to determine maintenance history and experience with ongoing
problems and hazards.
2. Provide summary findings and initial recommendations. Recommendations might
include constructing a new vault or procuring space inside of the adjacent Morris
Civic Auditorium. Recommendations will be reviewed and coordinated with the
HERCEG Team and the OWNER. Architectural /Civil /Structural implications will
be evaluated and reported by HERCEG.
3. Provide a diagrammatic plan indicating locations of major existing and proposed
components, if required, to clarify intent of recommendations.
4. As a part of our investigation, HERCEG may recommend electrical testing of
wiring and equipment. The HERCEG Team will assist in coordinating this testing
by a licensed electrical contractor or testing agency, but procuring these services
will be the responsibility of the Owner.
B. MAINTANANCE PLAN FOR FOUNTAIN
1. Document regular maintenance activities necessary for regular operation of the
Fountain.
2. Design schedule for regular maintenance activities to proactively keep Fountain
in good working order.
3. Prepare estimate of probable costs of maintenance activities to assist budgeting.
C. MAINTANANCE PLAN FOR PLAZA AND PARK
1. Document regular maintenance activities necessary for regular operation of the
paved Plaza and adjacent lawn area Park.
2. Design schedule for regular maintenance activities to proactively keep Plaza and
Park in good working order.
3. Prepare estimate of probable costs of maintenance activities to assist budgeting.
D. MASTER PLAN FOR PLAZA AND PARK
1. Meet with designated City and Morris Performing Arts Center personnel to
discuss and brainstorm improvements to the Plaza and Park areas.
Improvements may include, but are not limited to new fencing, pavement
replacement, lighting, etc.
2. Prepare Master Plan document defining projects to be developed over a 3 -year
schedule.
3. Prepare schematic design plan of Plaza and Park showing proposed
improvements.
Mr. Dennis Andres, Page 3 of 4
PROPOSAL: JON R. HUNT PLAZA October 14, 2010
MAINTENANCE AND MASTER PLAN
4. Prepare estimate of probable construction costs for improvements.
5. Present Master Plan to designated City and Morris Performing Arts Center
personnel.
PART II. TERMS & CONDITIONS:
A. The design services described in Part 1 (A) above shall be performed within 45 days
from the receipt of the signed contract for the project.
B. The design services described in Part I (B - D) above shall be performed within 90
days from the receipt of the signed contract for the project. Work will be performed
concurrently with services described in Part I (A). Schedule may be adjusted
depending on availability for meetings and presentations.
C. The fee for the project work described in Part I (A thru D) shall be:
Lump Sum Fee as follows:
1. Recommendations to restore Fountain ............... ..............................$ 9,300.00
2. Maintenance Plan for Fountain ........................... ..............................$ 5,600.00
3. Maintenance Plan for Plaza and Park ................ ..................:...........$ 9,100.00
4. Master Plan for Plaza and Park ........................ ..............................$ 12,700.00
TotalLump Sum Fee ................................... ..............................$ 36,800.00
COST OBLIGATION OF THIS AGREEMENT SHALL NOT EXCEED ............ $ 36,800.00
unless mutually agreed upon and approved in writing by the OWNER.
D. It is understood that OWNER shall allow HERCEG access to all plans and /or records
in its possession and at its disposal pertaining to this work. If no plans are available
HERCEG will field measure and draw plans as necessary on an hourly basis as
described in Item I below.
E. It is understood the OWNER shall hire an electrical contractor or testing agency if it
is determined testing of wiring and equipment is necessary.
F_ The OWNER shall pay all reimbursable expenses which include all reouired
submittal fees, any environmental testing or engineering, copy and photo costs
outside the scope of work listed. Reimbursable Expenses are listed on Exhibit "A ".
r;, All rinniimPntc inrliMinn rirnwinnc nrannrPri by HFPrFr;+ rannrtc PctimntPC Mr.
--- -..._..._, ...- .__...� r-• •-, -- ..... -. - -. - -
shall be considered "Instruments of Service" and shall remain the property of
HERCEG. The OWNER may make unlimited copies of the documents furnished by
HERCEG for this specific project.
Mr. Dennis Andres- Page 4 of 4
PROPOSAL: JON R. HUNT PLAZA October 14, 2010
MAINTENANCE AND MASTER PLAN
H. OWNER will designate a City or Morris Performing Arts Center employee as the
contact person for HERCEG. HERCEG shall designate a Project Manager who will
maintain contact with the OWNER.
I. If additional engineering, architectural or surveying services are required which are
outside of the scope of this agreement, those out of scope services shall be
negotiated according to the billing schedule attached to this document as Exhibit A.
pe Ce.114 at; II'.
J. It is understood that this proposal shall remain open through , 2010. h
After that date, HERCEG reserves the right to renegotiate the terms of this proposa .
If this proposal is acceptable, please execute this document as a contract and deliver one
signed copy to this office for immediate action.
PROPOSED AND AGREED TO THIS
14th DAY OF OCTOBER, 2010 BY
KEN HERCEG & ASSOCIATES, INC.
e�ineth W. Herceg, ,
/President
THE TERMS AND CONDITIONS OF
THIS PROPOSAL ARE ACCEPTED
AS A CONTRACT THIS DAY
OF 2010.
BY
ITS
An authorized representative
cc: G: \Proposal\2010 \South Bend\Morris - John Hunt Park \PRO SB -MPAC JonHuntPlaza Master Plan 092910.doc
EXHIBIT "A"
BILLING SCHEDULE
Effective September 7, 2010
KEN HERCEG & ASSOCIA TES, INC.
ENGINEERS, ARCHITECTS & LAND SURVEYORS
DESIGNATION
MAXIMUM RATE
ENGINEER (PRINCIPAL)
$222.00/HR.
ENGINEER VIII
$209.00 /HR.
ENGINEER VII
$180.00/HR.
ENGINEER VI
$152.00 /HR.
CHIEF ARCHITECT
$160.00 /HR.
SENIOR ARCHITECT
$107.00 /HR.
ARCHITECT GRAD
$74.00 /HR.
ENGINEER V
$128.001HR.
ENGINEER IV
$111.00 /HR.
ENGINEER III
$96.00 /HR.
ENGINEER II
$85.00 /HR.
ENGINEER I
$80.00 /HR.
SURVEY — THREE PERSON CREW
$216.00/HR.
SURVEY — TWO PERSON CREW
$140.00/HR.
SURVEY— ONE PERSON CREW
$92.00 /HR.
SURVEY — RLS
$137.00 /HR.
TECHNICIAN V
$81.00 /HR.
TECHNICIAN IV
$73.00 /HR.
TECHNICIAN III
$66.00/HR.
TECHNICIAN II
$55.00/HR.
TECHNICIAN I
$45.00 /HR.
PROJECT ANALYST
$76.00 /HR.
STENO
$71.00/HR.
OVERTIME PREMIUM:"
OVERTIME RATES SHALL BE AS FOLLOWS:
OVER 40 HOURS/WEEK = 1.2 TIMES THE ABOVE RATES
EXPERT TESTIMONY = 2 TIMES THE ABOVE RATES
OVERTIME RATES SHALL NOT BE CHARGED WITHOUT PRIOR AUTHORIZATION
REIMBURSABLE EXPENSES:
MILEAGE
OUTSIDE PROF. SERVICES
COPY
TRAFFIC COUNTER RENTAL (EACH)
DIRECT EXPENSES
PRINTING & PHOTO EXPENSE
LONG DISTANCE TELEPHONE
CLIENT MEETINGS OFF -SITE
REQUIRED SPECIAL ITEMS
$ 0.401M I.
Invoice X 1.20
Invoice X 1.15
$90.00/W K.
Invoice X 1.15
RECEIPT
RECEIPT
RECEIPT
RECEIPT
G:1ProposaRxExhibit\ExhibitA -09 07 2010.doc 9/7110