The American Shakespeare Festival Theatre- Stratford by Red Mat Publishing

The American Shakespeare Festival Theatre Elm Street Theater Company PO Box 2387 â&#x20AC;˘ Milford, CT 06460 Suzanne Cahill Chairman: 203.650.9659 Frank Farricker Developer: 203.554.6140 www.elmstreettheater.com

Table of Contents IntROduction RFP......................................................................................................3 Executive Summary..........................................................................8 Overview............................................................................................9 Objectives.........................................................................................10 Development Development Summary.................................................................12 Organizational Structure................................................................13 Construction Construction Costs And Analysis-GTL Construction................15 Planning & Design Architects Narrative- Mark Schulman AIA.................................34 Scope of Work..................................................................................35 Conceptual Architectural Plans....................................................53 Operations Operating Plan.................................................................................58 Operating Calendar........................................................................59 Organizational Structure................................................................60

Financial Financial Plan Report.....................................................................62 Financial Sources & Uses...............................................................64 Our Team of Professionals Architect- Design Development, PLLC. White Plains, NY.......66 Construction- GTL Construction. White Plains, NY..................75 Developer- Lockwood & Mead. Greenwich, CT........................78 Energy Consultants, LEED-Steven Winters Associates. Norwalk, CT....................................................................................79 Event Operations-RFK Events. Bridgeport, CT..........................86 Historic PreservationClinton Brown Company. Buffalo, NY.........................................87 Legal Counsel- Reid & Reige. Hartford, CT................................95 Marketing & DevelopmentRed Mat Advisors. Milford, CT.....................................................97 Tax Credit SyndicationBrian Wishneff & Associates. Roanoke, VA.................................99 Theatre Consultants- Theatre Projects, Norwalk, CT. ............102 Technical Consultants- Jaffe Holden. Norwalk, CT.................113

The American Shakespeare Festival Theatre

Introduction • RFP • Executive Summary • Overview • Objectives

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Town of Stratford RFP #2014-023

AMERICAN SHAKESPEARE FESTIVAL THEATRE Operator

INSTITUTIONAL OVERVIEW ABOUT THE THEATER The Connecticut General Assembly established the American Shakespeare Festival Theatre as a nonprofit educational corporation in June of 1951. Ground was broken in 1954 and the theater officially opened in 1955 creating a legacy of exciting work by many of the world’s most prestigious theater artists. In addition to classical works, a variety of performing arts events filled the 1,534-seat auditorium over the years. In 1959, the Theater began to serve as an educational forum for young people and since then, more than 1.5 million students have been exposed to Shakespearean works. The State of Connecticut transferred the theater's deed to the Town of Stratford on February 8, 2005. The theater is presently closed as the Town re-organizes efforts to reopen the theater.

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OPERATOR RFP Qualifications of the Operator or Operating Team The Town of Stratford has outlined the following criteria for the hiring of an OPERATOR regarding the American Shakespeare Festival Theatre. 

A proven, successful track record of for-profit and/or non-profit management leadership.

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Ability to work in partnership with Administration, Council Members, Stratford, CT. volunteers and/or their designees.

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Direct experience in fundraising, raising operating capital, hiring and supervision of development staff. Must have a proven track record in raising program awareness.

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Savvy audience development and marketing instincts and the ability to successfully develop and implement earned income strategies.

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Must have an appreciation of theatre for youth and educational programs.

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Proven experience working with building contractors, developers and Town officials to ensure the safe and viable development of the complex.

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Must have experience in fundraising, budget management, marketing, supervising staff and working with a non-profit board.

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Ideal candidate will have excellent verbal and written communication skills, organizational and analytical abilities, strong interpersonal skills, and work well in a dynamic, deadline-driven environment. Grant writing experience (corporate and foundation-based) also desired.

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Be able to demonstrate financial wherewithal and fundraising ability to maintain and operate a theatre operation.

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Description:

American Shakespeare Festival Theatre Operator Overview The Operator, in consultation with the Town, the Townâ&#x20AC;&#x2122;s designees, community volunteers and other theatre professionals will consult with the Town and may, if agreed upon, operate the Theater. General Scope of Responsibilities The Operator will provide a Chief Operating and Financial Officer of the organization, and in cooperation with Town of Stratford designees, will provide executive leadership for the organization as the institution develops. The Operator will oversee all financial, personnel, marketing, development, front of house, and sales functions. He/she is responsible for guiding the organization to meet annual and long-term revenue goals and for guiding the organization and implementation of the annual budget. He/she is responsible for maintaining the strength of its Board of Directors and coordinates Board member orientations, communications and processes in cooperation with the Town of Stratford or its designees. Reporting Relationships The Operator will enter into a written agreement for the operation of the theater with the Town. Specific Duties The Operator should be capable of overseeing the operation of an organization, which meets the following goals and objectives. 1. Develop a viable strategic plan, operating plan, business plan with a financial timeline and goals. 2. Working with its Artistic Director and in cooperation with Town designees, facilitates and assists in the development of short and long term planning by the organization. Provide effective financial planning for operational and capital improvement budgets. 3. Supervise preparation of annual plans for marketing and development with input from the Artistic Director and appropriate Board Committees. 4. Work on behalf of the Board, to direct coordination of all fundraising, including annual, endowment, capital and other special capital campaigns and events. Actively solicit individual contributions, corporate sponsorships, and grants and assists the Board and Development Staff in their efforts. 5. Prepares annual budget, with input from the Finance Committee and Artistic Director, for submission, discussion and approval by the Board of Directors. {00161482.DOC}3

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6. Oversees execution of annual marketing and sales plan. 7. With Artistic Director, facilitates recruitment, orientation, training and inspiration of the Board of Directors; establishes and maintains appropriate levels of Board member involvement in the organization. 8. Working with Artistic Director, serves as a major spokesperson to the community, donors, subscribers, and all supporters. Helps establish and maintain strong relationships with donors, subscribers and the community as a whole 9. Directs preparation of monthly financial statements, including analytical summary and recommendations. Manages cash flow, controls and approves expenditures, and is responsible for adherence to budget. 10. Supervises hiring, training, compensation and discipline of all staff in accordance with personnel policies and applicable law. Obtains endorsement of Artistic Director in the recruitment and selection of marketing and development staff; supports Artistic Director and Production Manager in hiring and management of all production and artistic staff. 11. With the Board and Artistic Director, helps establish and maintain a positive sense of purpose and direction for the organization. 12. Oversee the renovation and rehabilitation of the Theater building. Additional Information Additional information can be found in the Festival and Arts Programming Study. Go to the home page of the town website www.townofstratford.com and click on the link: “ACG Preliminary Findings” under Things to Know. Conditions Reservation of Rights The Town in its sole and absolute discretion reserves the right to reject any and/or all responses for whatsoever reasons it deems appropriate. Furthermore, the Town in its sole and absolute discretion shall be the sole judge in determining whether to enter into a contractual relationship with any respondent. Addendums All addendums will be posted on the town website www.townofstratford.com. It is the responsibility of the respondent to check the website for any addendums before submitting their proposal. Interviews The Town may short-list respondents for interview to clarify qualifications and verify its evaluation. {00161482.DOC}4

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Submittals Respondents shall submit six (6) copies of their proposal which should include the following: 1. A written proposal fully describing relevant work experience, training and fund raising. 2. List of similar projects completed. 3. Qualifications of the personnel relevant to this project. 4. 4-6 references related to their experience and qualifications.

Submission Deadline � 3:00pm on May 15, 2014. Proposals submitted after the deadline will not be considered. (The Town reserves the right to extend submittal deadline for up to 30 days.) Submit Proposal To: � Purchasing Agent, Town of Stratford, 2725 Main St. Stratford, Ct. 06615. Proposals must be in a sealed package and clearly marked with the RFP number and description on the outside of the package, including all outer packaging (DHL, FedEx, UPS, etc). For Additional Information or Clarification, Contact: � Michael Bonnar, Purchasing Agent, via email at mbonnar@townofstratford.com Basis for Award of Contract: � Related Qualifications, Proven Experience, Exhibited Financial Means, Most Competitive Bid Award Date �July 15, 2014

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Executive Summary Development/OperationsThe Elm Street Theater Company (“ESTC”) was founded for the purpose of developing and operating the American Shakespeare Festival Theater for and on the behalf of the town of Stratford. ESTC will extend the direct experience of its principals and partners in the non-profit redevelopment of historic Connecticut theaters to plan and oversee the construction, renovation, maintenance, and operation of the American Shakespeare Festival Theatre. The plan of ESTC is to renovate the existing theater in its current configuration, with key alterations to meet 21st century updates and income generating possibilities, utilizing the 1500+ seat capacity now in place. The operations plan for the theater promote generalized programming accessible to the largest mix of the population in the town and region, with a reliable and definitive promotion of the works of William Shakespeare whenever possible. Operational plans include; performance plays, live concerts, art exhibits, traditional and contemporary dance, educational activities, film, and more. As a multipurpose facility the theater is suited for a number of additional varied uses including; conferences, gatherings, school and church assemblies, community, and governmental use. The flexibility of the building greatly enhances its appeal to the widest amount of users, ensuring a positive influx of revenue for the city and its businesses. ESTC understands and appreciates that in an era of difficult budgets and stressed municipal priorities, the development of a theater can be a tough issue. However, Stratford clearly identifies with its sister city, Stratfordupon-Avon, England and its most famous citizen, William Shakespeare. The key is doing so in a fiscally responsible manner with an eye toward long-term continuation so that that association may remain an enduring positive one for the town. The ESTC plan involves the maximization of available state and federal tax credits, particularly historic tax credits, and a basket of loan guarantees and the participation of private investors and the Town of Stratford on a limited basis. The goal is to complete the successful renovation of the property with minimal ongoing debt burden to the theater, and sufficient operating reserves to complete the first year of production. Upon launch, the ESTC financial plan anticipates conversion to a development-based approach, relying on the building of a donor base to “backstop” any potential financial requirements that may come outside of box office receipts. The ESTC team has significant experience in the development of theaters both directly, and as architect, builder, and consultant. The team is geared first and foremost to the creation of a first class facility that the community will embrace and utilize on multiple occasions. Additionally, the team is geared toward applying proven economic principles to its business model while simultaneously being proudly not for profit both as a partner of Stratford and because it is the best and most efficient model for the success of the theater. On behalf of the ESTC team, we thank you for your consideration and look forward to a long and successful partnership on behalf of the American Shakespeare Festival Theater and the residents of the Town of Stratford. Best regards, Suzanne Cahill Elm Street Theater Company, Inc. A Connecticut non-Stock corporation

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The Elm Street Theater Company The Elm Street Theater Company is a successful continuation of the partnership, which notably has launched the development of the Wall Street Theater (formerly the “Globe Theater”) in Norwalk. The Wall Street Theater is being completely renovated in a historic context, and is being hailed as an economic driver for a previously forlorn section of that city. With each dollar of theater revenue generating $46 dollars in economic activity, the Wall Street Theater is bringing the kind of anticipatory excitement to that community that the Shakespeare will bring to Stratford when re-opened. It is also expected that the ability to share operating efficiencies with a theater in Norwalk which is not directly competitive in both a size and locational degree will be of unique and definitive benefit to the success of the Shakespeare, as well as proven, real time experience in executing our operating plan.

Plan Overview ESTC, upon its selection as operator of the Shakespeare, will form a community Board of Directors under our Chairman, Suzanne Cahill, who can see the theater from her home in nearby Milford. We believe that gaining full community buy-in will help to earn support and cooperation in all sectors of the Stratford community. We anticipate this board being more than a conduit for financing, but one that has representatives from all parts of the community, as no theater can risk the spector of being exclusionary but rather fully inclusionary. Once the Board is in place, we would commence the process of executing the completion of the financing plan and the introduction of the architectural and building professionals assigned to the completion of the project. We anticipate a 9-12 month period of predevelopment, a period which would include the finalization of drawings and architectural plans, the tentative completion of the stage and performance plans, and the execution of the financial plan including tax credit submissions, grant applications and other key associations Construction is estimated to take @ 12-15 months, and will include a renovation of the interior, with an eye toward remaining remediation work, the rationalization of extraneous spaces, the installation of new and upgraded operating systems, a refurbishment and replacement of the existing exterior structure and appearance, the addition of group function space, and the reconfiguration of parking and traffic flow, among other issues. Included in this proposal is a construction estimate, schematic architectural plans, a financial overview and summary, and descriptions of the team members and their qualifications. We project an opening of the theater for the public some time in mid-late 2016. The theater would be an @ 1500 seat general use facility with an emphasis on the works of William Shakespeare, including the staging of an annual festival and the expected cooperation of regional and national Shakespeare production companies. Our discussions have discovered a significantly large enough demand for these works as to make it a key draw to the location, but not in itself sufficient for Shakespeare to be the permanent and sole reason for the theater to operate. The operational plan anticipates a mix of concerts, other stage plays, the use of the facility for educational and cultural events not theater related, as well as for assorted community uses. The expectation is that the facility will be available to community groups at certain times for free or highly reduced rates as to encourage “buy in” to all parts of Stratford. It is considered optimum that, after two years, the theater is open and functioning 250 days per year.

Contact Information Please direct any questions regarding this proposal to Suzanne Cahill, Chairman of the Board of the Elm Street Theater Company (203) 650-9659, or to Frank Farricker, (203) 554-6140 PAGE 9

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The American Shakespeare Festival Theatre Executive Objectives: 1. The theater should be redeveloped and operated in a way that supports the arts without burdening the town of Stratford with high expenditures. 2. The theater should contribute to the economic and community development climate of Stratford and the surrounding area. 3. The theater programming should be designed to accommodate the greater arts community while servicing the direct needs of Stratford residents.

Operating Objectives: 1. To entertain and enrich the Stratford community with exceptional performing arts and entertainment programs. 2. Present professional live programming that provides a profitable mix of programs to drive ticket sales and concession revenues. 3. Develop a unique programming identity that best suits the vision of the performing space. 4. To attract popular, high quality entertainment performers 5. Utilize the historic significance of the theater space and itâ&#x20AC;&#x2122;s ability to provide customers with a exceptional entertainment experience.

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The American Shakespeare Festival Theatre

Development • Development Summary • Organizational Structure

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Summary of Anticipated Development The development of the Shakespeare will be accomplished through a multi-step process which at each stage is dependent upon the final and positive securance of adequate funding. ESTC has no intention of executing a project that is dependent upon the “hope” of arrival of funds and support. This is the kind of solid set of management principles we intend to bring to this project. Upon being awarded the operation of the theater, ESDC will ask the Town of Stratford for a $750,000 predevelopment loan to advance the project through the key predevelopment issues. We would like to emphasize that his amount is structured as a loan, and that the financial plan will demonstrate the ability and intention to repay the amount upon completion. The predevelopment loan will be used to satisfy all the requirements for the achievement of our sources of equity to build the project. These include: 1) 2) 3) 4) 5) 6) 7) 8)

Architectural plans completed to the level of systems and services Historic documentation of the theater and application costs Initial remediation and other selective removal of unneeded material from the theater Repair of water damaged or other internal systems Legal structuring for the protection of ESDC and the Town of Stratford to assure all covenants of the property, and protections, are in place Legal structuring for tax credits Ongoing basic operations of the vacant building (utilities, insurance and so forth Payment of any third party vendors necessary for the strict application of the project

In the interim, we will also work toward securing construction financing from a number of local banks interested in working with a community based project that offers a potentially guaranteed “takeout” in the form of our financing package. At the conclusion of the predevelopment period, ESTC will complete the tax credit awards and locate direct buyers of these instruments, as well as potentially complete any state and local awards in which the project is applying. At this point, the Shakespeare will be ready to commence rebuilding.

Rejuvenation of the Shakespeare Like a good paint job, 90% of the important work is in the preparation, and by the time construction commences, ESTC will be in the process of implementing the operating plan for the Shakespeare. Our team of experienced professionals will have created a theater whose attributes, be them acoustics, sound and lights, flow of patrons and utility of the public spaces, regardless they will have been reimagined to fit the generalized nature of the theater process with a special eye toward Shakespearian productions. At the first day of construction, we will bring in our team to begin the process of programming the theater for a year subsequent. Working off the ability to integrate production staffing with the Wall Street Theater in Norwalk, the initial year during construction will be used to build the proposed Shakespeare festival, and to begin the booking of appropriate activities for the theater. In addition, with the cooperation of the Board, we will begin the most important work of building an endowment, and retaining grant writers and other professionals to beef up the operating accounts of the theater. It is our experience in the professional lives of all participants of this program that projects with momentum are most likely to be patronized, and that theaters with low debt are most likely to survive than those which cannot support the ever-changing financial landscape of this business. The development plan aims to do this. PAGE 12

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Board of Directors

Developer Architect Sound Consultants

Contractor Theater Consultants

Operations / Exec Management Finance

Marketing Accounting

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Legal

Development

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The American Shakespeare Festival Theatre

Construction • Construction Costs And Analysis - GTL Construction

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The American Shakespeare Festival Theatre

Planning & Design • Architects Narrative- Mark Schulman AIA • Scope of Work • Conceptual Architectural Plans

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The American Shakespeare Festival Theatre

Operations • Operating Plan • Operating Calendar • Organizational Structure

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Operating Plan The American Shakespeare Festival Theatre estimates being utilized up to 250 days per year, with a sliding scale daily rate based upon 75 concerts, 4Professional theatre productions 52 film screenings and a supplementary mix of music, comedy, dance, community theater, community activities, rentals and other small venue performances. The operation takes into consideration one large festival for the year. The operating plan is for The American Shakespeare Festival Theatre to be redeveloped in-place as a renovation of a historically significant building. The exterior facade and the interior vernacular will be maintained, as will the approximate seat configuration. There is no intention to add additional uses to the property, such as the discussions have reported for any non-theater related applications. The intention for the American Shakespeare Festival Theatre is to have a focused theater operation at the location, providing an operational theatrical facility for the community. The American Shakespeare Festival Theatre will be as presented, a theater promoting generalized programming with operational plans to include; performance plays, live concerts, art exhibits, traditional and contemporary dance, educational activities, film and more. As a multipurpose facility the theater is suited for a number of additional varied uses including; conferences, gatherings, school and church assemblies, community and governmental use. The key driver for both the expanded utility of the theater, and its long-term success, is the installation of state-of-the-art digital streaming technology, suitable for application to potential users within the Stratford community as well as worldwide. The streaming technology involves the placing of up to 12 fixed camera positions throughout the theater, and the ability for up to 12 additional mobile cameras if necessary, as well as house sound equipment which is already enabled for digital conversion. With ease, each user can instantaneously upload any event onto an Internet platform to be viewed live, or at another time of the user’s preference. Streaming technology enables user’s access to performances such as live paid streamed concert from major music acts, to providing a grandparent with the ability to watch a grandchild’s live school band concert from her home in Florida. Not only will this attribute greatly expand and enhance interest in the American Shakespeare Festival Theatre from a user perspective, but also it will attractively position the American Shakespeare Festival Theatre as a venue of choice with music promoters and theater talent for booking opportunities. In addition, the expanded reach offered by streaming technology greatly increases audience reach and in turn will act as a most vital advertising tool for revenue opportunities.

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Operations Calendar Productions Professional Plays

Ticketed Events

Rehearsel/Previe w/Maintenance

Total Operation

Concerts

Film

Community Activities

Rentals

268

239

Festival Music/Comedy/Dance Community Theater

Total Productions

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Organizational Structure

Board of Directors

Artistic Director

Executive Director

Production Manager

Business Manager

Technical Manager

Stage Manager

House Crew

Actors Performers

Props

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Scene

Box Office

Electrician

Food/Bev Manager

Marketing Director Accounting Head Usher

Public Relations Promotions

Sound

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The American Shakespeare Festival Theatre

Financial • Financial Plan Report • Financial Sources & Uses

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Financing Plan The enclosed represents a financial plan for the redevelopment of the American Shakespeare Festival Theatre, at 1850 Elm Street, Stratford, Connecticut. The theater is an integral part of the arts community in Stratford, and an asset for the town of Stratford, and the state of Connecticut. We are requesting consideration in the RFP process for the development and management of the American Shakespeare Festival Theatre.

Economics The “all-in” cost for the redevelopment of the American Shakespeare Festival Theatre is $13,514,882 million. The costs are generally broken out as follows: Predevelopment Expenses Soft Costs (Legal/Architecture/Consultants) Construction Costs Remediation* Administrative/Office/Tech Equipment

$750,000 $1,200,000 $8,316,00 $1,200,000 $250,000 $750,000

The expectation of the project is that this can be gathered up through a secure set of primarily equity, but some debt, sources available to a project with the following characteristics: 1. Older than 50 years 2. In a census tract which has median income below state averages 3. Provides a certain amount of employment opportunities 4. Is supported by municipal investment Properties older than 50 years, which have the significance of the Shakespeare, may be eligible for: Federal Historic Tax Credits/State Historic Tax Credits: Total post syndication value of $3.1 million for federal credits and $2.8 million for State of Connecticut credits. The Town of Stratford and the Operator must complete a “part One” application with the State Historic Preservation Office (SHPO) demonstrating the project as being of significant historic value. and we can proceed to Part Two. This process takes approximately 30-45 days after the completion of architecture and historic review. Upon this approval, the project is then submitted to a more rigorous review, which would require more advanced architectural plans and specs. This process would take approximately three months depending on the pace of work. When approved, the project would be eligible for 24% of the eligible project costs (depreciable items) as a direct equity tax credit to be sold to third parties to offset federal tax liabilities. The Connecticut credit is 25% of mostly the same eligible basisThis amount has increased 20% since initial planning due to the Hurricane Sandy legislation, which increased the maximum credits on eligible projects (Fairfield County is an eligible area) from 20% of eligible project costs to 26%. Two entities have already expressed interest in acquiring the credits. For projects in approved census tracts, the Shakespeare may be eligible for:

New Markets Tax Credits:

Total post syndication value of $1,100,000, after legal and syndication costs. The site is in a qualified census tract, and has attracted significant interest in syndication based upon its location and financing plan. New Markets credits were extended, and an additional $250 million was allocated to the Hurricane Sandy “disaster area”, which coastal Stratford lies. PAGE 62

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For projects providing a certain level of municipal employment, with the Shakespeare anticipating employment of approximately 12 persons full time and many municipal employees:

Community Reinvestment Act loans:

Being located in a specific zone requires Fairfield County banks who do business in Stratford to make loans to community based properties. For projects in which provide certain employment opportunities, the project may be eligible for: Federal Loans: Loan products including Section 108 loans from the Department of Housing and Urban Development, as well as other forgiveable loans available to development of waterfront businesses up to $2 million are contemplated to this project. These loans would all carry significantly discounted interest rates. Some products, such as the HUD 108, would require the loan payments to be backed from Stratford’s CDBG funding (although only in the event of total default) For projects supported by municipal investment, the “capital stack” includes:

Municipal Loans/State Loans:

The project expects to apply for assistance at either DECD or with the State Bonding Commission for funds to apply to the construction of this project. Both will require a level of municipal investment above the current ownership of the property by the Town The project looks at the Town of Stratford as the last line of financial assistance, and in no cases would structure its capital requirements dependent upon definite municipal financial assistance Other capital items available to the project include:

Green Tax Credits:

Total post syndication value of $495,000. Credits are based upon funding eligible under CGS 12-217 for the development of a project whose construction is predicated upon a LEED gold certification, is located within 1/8 a mile of a sewer line, is in an enterprise zone, and is transit-oriented.

Deferred Development Fee:

Development fee is a basis for the computation of tax credits, and in most cases increase the amount of capital available to the project. Provided a bona fide repayment plan is imnplemented with the operations side of the theater to pay this fee in a 10 year period, 100% of the fee will be deferred, this lowering the construction costs $1.6 million Funds will be used in this process to fund the initial operating costs

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

CONSTRUCTION SOURCES AND USES USES OF FUNDS Acquisition Machinery and Equipment Rehabilitation Remediation General Conditions Insurance A/E Legal Consultants and Tax Credit Fees Reimbursement Finance Fees and Other Soft Costs Operating Reserve Developer Fee TOTAL

4.50% 1.86% 10.00%

15.00%

$0 $750,000 $7,816,053 $1,200,000 $405,722 $145,379 $796,143 $200,000 $150,000 $36,600 $100,000 $250,000 $1,664,985 $13,514,882

SOURCES OF FUNDS Stratford Predevelopment Loan Interim Loan Federal RTC Equity 0.00% State of CT RTC Equity State of CT Film Credit Green Building Credit State of CT DECD Donor Equity Deferred Developer Fee TOTAL

PERMANENT SOURCES AND USES USES OF FUNDS Acquisition Machinery and Equipment Rehabilitation Remediation General Conditions, Profit and Overhead Contingency A/E Legal Consultants and Tax Credit Fees Other Soft Costs Developer Fee TOTAL

4.50% 10.00% 12.00%

15.00%

$11,849,897 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,664,985 $13,514,882

HISTORIC TAX CREDIT WORKSHEET Federal Historic Tax Credit Basis $13,114,882 Credit % 24.00% Federal Historic Tax Credit $3,147,572 Price/$ 88.00% Federal RTC Raise $2,769,863 State Historic Tax Credit Basis Credit % State Historic Tax Credit Price/$ State RTC Raise

$11,232,139 25.00% $2,808,035 100.00% $2,808,035

FILM TAX CREDIT WORKSHEET Basis Credit % Film Tax Credit Price/$ Film Tax Credit Raise

$13,114,882 20.00% $2,622,976 100.00% $2,622,976

GREEN TAX CREDIT WORKSHEET Basis Credit Green Credit Price/$ Greeen Credit Equity

$9,567,154 5.75% $550,111 90.00% $495,100

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SOURCES OF FUNDS Federal Loan Interim Loan Federal RTC Equity State of CT RTC Equity Other Credits (New Markets) Green Building Credit State of CT/Municipality Developer Equity Deferred Developer Fee Donor Equity TOTAL Excess/(deficit) Interim Loan Projected (less) Excess Loan Requirement

Credits in Yellow Signify those to be purchased by CL&P

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

The American Shakespeare Festival Theatre

Our Team • Architect- Design Development, PLLC. White Plains, NY • Construction- GTL Construction. White Plains, NY • Developer- Lockwood & Mead. Greenwich, CT • Energy Consultants, LEED-Steven Winters Associates. Norwalk, CT • Event Operations-RFK Events. Bridgeport, CT • Historic Preservation- Clinton Brown Company. Buffalo, NY • Legal Counsel- Reid & Reige. Hartford, CT • Marketing & Development- Red Mat Advisors. Milford, CT • Tax Credit Syndication- Brian Wishneff & Associates. Roanoke, VA • Theatre Consultants- Theatre Projects, Norwalk, CT. • Technical Consultants- Jaffe Holden. Norwalk, CT

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment

“What’s past is prologue”……………William Shakespeare DesignDevelopment embraces this philosophy in every project we begin. Whether the project calls for renovation or new construction, our buildings: where they are situated; how they were used; the context of the environment all provide a valuable window into the past. This precedent information allows us to design forward with a foundation of information. That thread that ties the future to the past is a responsibility we have to the project, our clients and our culture.

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment • DesignDevelopment was founded in 2005 by friends and former co-workers, Ron Hoina and Mark Schulman. DesignDevelopment is an architectural and consulting ﬁrm based in White Plains, New York.

• D+D specialize in master planning, architecture, interior design, project management & development consulting

• Project types often include: retail, oﬃce, multi-family, residential, entertainment and mixed-use

• Our projects range from small single tenant renovations to multi-million square foot planned communities…from vertically mixed-use dense urban projects to rural outposts, we’ve got experience in a variety of project types, locations & conﬁgurations.

• The core oﬃce team has been working together in various locals for an average of 20 years

designdevelopment • Co-Founder Ron Hoina, AIA has a BFA in Art History from Fordham University and a BArch from Pratt University

• Co-Founder Mark Schulman, AIA has a BArch from New York Institute of Technology and is a LEED professional

• The firm has working on dozens of historically significant projects: Our primary role has been: identify historically significant structures, document their conditions, refurbish, replace them in kind or pay homage

• Our experience ranges from salvaging 200 year old trees in a larger master planned mixed-use community to repositioning one of New York City’s classic Beaux-Arts style, “Cast-Iron Era” buildings in the Flatiron District into a state of the art commercial retail/oﬃce building From historic place-making to landmark building restoration to adaptive re-use, DD has experience on projects large and small across the country

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Mark S. Schulman, AIA LEED AP Bio Mark is an Architect and Co-Founder of Design Development, a medium-sized, boutique architectural firm that specializes in retail, entertainment, office and residential projects. With over 25 years of professional experience in planning and design, Mark leads the firm’s creative thrust with innovative and responsible design solutions that meet their client’s goals & objectives. He prides himself on staying in touch with the day to day decision making on every project he works on. Mark often refers to himself as nothing more than a “Project Manager”, with his sole objective...a “Happy Client”. Mark is currently leading DD’s efforts in over $500 million of ground-up development projects.

Prior to going out on his own, Mark finished his tenure as a partner with Street-Works, a development consulting firm located in White Plains, New York. Mark was responsible for managing large mixed-use development projects. Prior to that, he was an Associate at Planned Expansion Group, an architectural group focused on urban retail and entertainment centers. In addition to architecture, he has a significant amount of development experience, which helps put perspective on design within the bigger-picture of the development process.

Mark is an active member of the Urban Land Institute, US Green Building Council and American Institute of Architects. Mark attended college at the University of Massachusetts for civil engineering and later graduated with a Bachelor of Architecture from New York Institute of Technology.

Mark is also on the Board of Directors for REAP, a non-proﬁt organization dedicated to improving  the lives of children in developing countries. His primary role is to help establish and oversee  infrastructure projects from building new class rooms to developing long range plans for growth  and development.

Ron A. Hoina, AIA LEED AP Bio Ron Hoina is the co-founder of Design Development and brings strong technical and management perspective to the group. Committed to the quality of design, Ron leads the group in the design and execution of the project. Project feasibility, from all sides of the equation, which includes the client and the market being served, is of great importance to Ron as it is this basic premise that should drive all projects.

Ron has provided clients with the technical expertise, design innovation and fiscal acuity critical to delivering the creative and cost-efficient results today’s challenging climate requires. His ability to quickly and intelligently sort through the minutia of each project to ensure a clear understanding of the big picture offers a “cradle to grave” solution that clarifies potential obstacles and turns them into opportunities for success. Ron’s project experience runs the gamut from small 2,000 SF tenant build-outs to two million square foot shopping centers, open-air malls and large planning efforts.

His philosophy of personal involvement at a partner level helps brand the firm and project and delivers consistent results. Ron is a firm believer in projects truly being a team effort and he works hard to include the best people and cutting edge technology in every project. Each project is equally important to the firm as a whole and every client deserves the firm’s commitment to delivering the best possible product, and we continue to hold the staff to that standard.

Ron attended college at Fordham University where he received a degree in Art History and Pratt  Institute where he received a Bachelor of Architecture. Ron successfully managed a variety of  project and people over the last 25 years for ﬁrms such as Planned Expansion Group, Fletcher  Thompson and Butlers Rogers Baskett. Ron is an active member of the AIA, NCARB, USGBC.

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Historically Signiﬁcant Projects • 620 Avenue of the Americas, NY NY*

• Globe Theater, Norwalk, CT

• Bar Building, White Plains, NY*

• Playboy Building, Los Angeles, CA*

• 5-7 Main Street, Yonkers, NY

• Santana Row, San Jose, CA*

• Nathan’s, Coney Island, NY

• The District, Baltimore, MD

• Dereckter Building, White Plains, NY

• Conway Residence, Bedford, NY

• Downtown Crossing, White Plains, NY

• Blue Back Square, West Hartford, CT

• 100 Mamaroneck Ave, White Plains, NY

• Hudson Bay Company, Canada

• Boyce Thompson, Yonkers, NY

*Credit to PEG & Street-Works West

designdevelopment Retail Repositioning

White Plains, NY

Project Type: Role:

Retail Architect

Square Footage:

Varies

In a city rich with an aged building stock, Design Development has repositioned numerous buildings in the White Plains area. Maintaining there historic facades, DD, upgraded the antiquated building systems to accommodate the demands of today’s tenants. Retail entourage, signage and graphics help enliven the buildings presence on the street.

www.ddpllc.com

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment 620 Avenue of the Americas ! New York, New York

Project Type:

Mixed-Use

Role:

Architect*

Square Footage:

450,000 SF

620 Avenue of the Americas constructed in 1896, was designed to utilize monumental architectural expression as a symbol of the “Cast Iron Era”. It is one of the premier landmark buildings in the Flatiron District. The buildings expansive footprint was ideal for the ﬁrst large format retailers in NYC. The cast iron facade and dramatic archways were preserved. A redesigned atrium incorporated the existing columns and high ceilings to preserve the historic character

*Credit to Planned Expansion Group

www.ddpllc.com

designdevelopment Downtown Crossing ! White Plains, NY

Project Type:

Retail

Role:

Architect

Square Footage:

65,000 SF

The Downtown Crossing project in White Plains, NY is the revitalization of a half-acre site located at one of the most active corners in the city’s downtown. The project, which offers shopping and dining, is a mix of one and two-story retail shops with a central core to the lower level. Design Development took it’s design inspiration, in part from the historic 1920’s Art Deco style facade which had been previously covered over.

www.ddpllc.com

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment The District

Baltimore, Maryland

Project Type:

Urban Mixed Use

Role:

Planner/Architect

Square Footage:

2,000,000 SF

The District is a proposed redevelopment project design to create an exciting live, work & play district along a three-block stretch of North Howard Street in Baltimore, MD. The concept preserves the historic buildings, using them as the podium for new contemporary massing above. Pedestrian bridges link entertainment uses located above street-level retail and open spaces which provide passive and active public interaction

www.ddpllc.com

designdevelopment Blue Back Square West Hartford, Connecticut

Project Type: Role: Square Footage:

Mixed-Use Consultant Architect 800,000 SF

A revitalized 11.5 acre town square, Blue Back Square offers residential units, ofﬁce space, shopping and entertainment to West Hartford ,CT. One key to the project’s success is the integration of public plazas and existing historic elements, such as the village green, historic building facades fronting the green and the refurbished sculpture of Noah Webster, the creator of the Blue Back, our ﬁrst dictionary.

*Credit to Design Development/Street-Works

www.ddpllc.com

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment Nathan’s

! Coney Island, New York

Project Type:

Retail

Role:

Architect

Square Footage:

15,000 SF

Opened in 1916, Nathan’s remained in operation every day, 365 days a year until they were forced to close due to Hurricane Sandy. An iconic symbol of Brooklyn’s Coney Island, the facade was to remain in tact, while the entire interior was virtually gutted and restored. The building had numerous additions and alterations over the years, making it a challenge to uncover many of the original aspects of the buildings infrastructure

www.ddpllc.com

designdevelopment Wall Street Theater ! Norwalk, Connecticut

Project Type:

Theater

Role:

Architect

Square Footage:

14,000 SF

The Globe Theater was constructed in 1914 as a Vaudeville theater. It’s historic spanish style brick facade is historically signiﬁcant and will be preserved. The interior was severely damaged and will be repaired to support a multi-use theater with the ability to accommodate concerts, movies, plays, corporate events, etc. Few clues remain as to the interior design motif . What remains will be protected and used as design inspiration for the project.

www.ddpllc.com

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237 Mamaroneck Avenue, fl.4 White Plains, NY 10605 914.949.4272 www.ddpllc.com

DESIGN DEVELOPMENT

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com Client: Wall Street Theater Company Inc.

Project: Globe Theatre 71 Wall Street. Norwalk, CT.

Drawing: Date: Scale:

Facade of Globe Theatre 01/22/13 NTS

designdevelopment Boyce Thompson

Yonkers, NY

Project Type: Role:

Medical Ofﬁce & Retail Architect

Square Footage:

80,000 SF

Adaptive reuse of a forgotten classic, the Boyce Thompson property will support a Design Development, pllc 237 Mamaroneck Ave, fl. 4 White Plains, NY 10605 914.949.4272 t. 914.949.4278 f.

mixed use of business and medical ofﬁces. The development will include selected retail stores in a unique and interesting environment which pays respect to the history of the structure. Heavy masonry on the main structure is in direct contrast to the light open feel of the original glass green houses. The project will include a gallery with memorabilia from the site, honoring the Boyce Thompson legacy

www.ddpllc.com

designdevelopment The Hudson Bay Company

Canada

Project Type: Role: Square Footage:

Retail Design Consultant 6,000,000 SF

Design Development was retained to analyze the design and merchandising efﬁciencies for Hudson Bay Deparment Stores in Canada. The objective was to maximize the the sales revenue per square foot. It was determined this could be accomplished, in part by utilizing the historic facades as a contrasting backdrop to the edgy marketing display’s, which accentuate The Hudson’s Bay’s deep rooted history and contemporary merchants.

www.ddpllc.com

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

designdevelopment 5-7 Main Street

! Yonkers, New York

Project Type:

Residential/Retail

Role:

Architect

Square Footage:

40,000 SF

Design Development was retained to convert the former Yonkers Library into a mixed-use retail and market-rate housing project. The library (former department store) was built at the turn of the century and served the citizens of Yonkers for decades. In the early 70’s the department store was converted to a library and the facade was modernized to reﬂect the times. After a state-of-the-art library was constructed down the block, the building housed various commercial uses until ﬁnally abandoned. DD restored the facade, including new proposed retail storefronts gutting the interior to accommodate the new uses.

www.ddpllc.com

designdevelopment Bar Building White Plains, New York

Project Type: Role: Square Footage:

Ofﬁce Architect 40,000 SF

In 1926, when the Bar Building was built upon the site of the [Newell/Palace] theater, it was the tallest structure in the county. Threatened with demolition to make way for a new development, DD worked with developers to ingrate the new glass tower around the historic building deterring it’s potential demise. The Bar Building remains a ﬁxture on Main Street.

www.ddpllc.com

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Case Study – Relevant Projects

The Wall Street Theater – 71 Wall Street, Norwalk, Connecticut

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Customer Profile

PAGE 76

Customer Name:

Wall Street Theater Company

Project Name:

Wall Street Theatre

Project Address:

71 Wall Street

City, State, Zip Code:

Norwalk, CT 06850

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

The Wall Street Theatre Norwalk, CT

GTL Construction, LLC has been serving clients in Westchester, New York, New Jersey and Fairfield Counties as a General Contractor, Construction Manager and Construction Administrator for over 20 years. With a $40 Million bonding capacity, we have afforded the opportunity to bid and construct significant projects in the tri-state area. Many of these opportunities have included the restoration of establishments where extreme details were essential to the completion of the job. The Wall Street Theater is located at 71 Wall Street in Norwalk, Connecticut. It was constructed in 1914 as a Vaudeville Theater, making it one of the historically significant establishments in the area. GTL Construction was awarded this project with the goal of preserving the buildings historic details, while making renovations to bring the theater into the 21st century. The abandoned building had not been maintained for quite some time. The exterior of the building and the structure appeared to be in fair condition, while most of the buildingâ&#x20AC;&#x2122;s interior structure had to be demolished and inspected. GTL has recently been working on constructing and repairing the theater into a modern day establishment. Our team of highly qualified and experienced individuals has been working to satisfy the requirements of the project, allowing us to yield results that are effective, efficient, and complete.

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

L&M 1 sheet

PAGE 78

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

PORTFOL I O

S E RV ICES

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

F I R M

OV ERV IEW

Steven Winter Associates, Inc. (SWA) provides research, consulting, and advisory services to improve the built environment for private and public sector clients. We specialize in building science, energy, sustainability, and accessibility consulting, as well as certification, research and development, and compliance services. Our engineers and architects have led the way since 1972 in the development of best practices to achieve high performance buildings. We work to improve buildings and communities by optimizing their construction and operation, improving their systems and building components, and enhancing the services they house. SWA provides services to a client base that spans a variety of markets including commercial, residential, multifamily, We are committed to helping our clients

CA L L

actualize energy- cost- and resource-

efficient, accessible buildings.

8 6 6 . 67 6 .1 9 7 2

government, institutions, and communities.

PAGE 80

SW I N T ER . COM

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

O U R

S ERV ICES

Programs and Certifications

Research and Development Services

• LEED® Certification

• New Product and Emerging

• ENERGY STAR® Certification • Affordable Housing and

Technology Research • US DOE Building America Team

Green Communities Certification • National Green Building Standard Verification

Accessibility Compliance

• U.S. Passive House Certification

and Consulting

• NYSERDA Multifamily Performance Program

• Plan Reviews

(MPP) Partner • NYSERDA New Construction Program (NCP) Partner

• Field Inspections • Due Diligence Inspections • Technical Assistance

• Consolidated Edison (ConEd) Market Partner

• Litigation Consulting

Energy and Sustainability Consulting

Training and Continuing Education

• Benchmarking and Energy Auditing

SWA develops and delivers training to all

• Commissioning (Cx) and

members of building project teams. We are an

Retro-Commissioning (RCx)

approved provider of continuing education for

• Energy Modeling

the following organizations:

• Retrofit Implementation

• American Institute of Architects Continuing

• Analysis

Education System (AIA CES),

• Verification and Testing • Energy Efficiency Program Development and Evaluation

• NYC Greener, Greater, Buildings Plan

Performance and Sustainable Buildings • Accessibility Compliance

SWA is also a continuing education provider under the Registered Continuing Education Program, and an approved Building Performance Institute (BPI) training provider for single-family and multifamily housing.

8 6 6 . 67 6 .1 9 7 2

• Federal Guiding Principles for High

• Green Building Certification Institute (GBCI).

(plaNYC, Local Laws)

System (LA CES), and the

CA L L

Compliance Services

• Landscape Architecture Continuing Education

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SW I N T ER . COM

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Commercial Building Energy Services Drawing from decades of experience within the commercial market, the experts at SWA have a thorough understanding of building science fundamentals; we are able to identify needs and opportunities to improve the bottom line, efficiency, and sustainability of existing buildings. SWA navigates state and municipal governments, utility companies, architects, property managers, and owners through laws, codes, financial incentive programs, and certification processes.

SWA conducts comprehensive building system

and intuitive, graphical, energy-modeling

testing and assessment to verify that they

software in order to gauge a buildingâ&#x20AC;&#x2122;s energy

are performing according to design intent in

performance, compare it to similar code-

Commissioning (Cx) of new buildings and to the

compliant buildings, and quantify its potential

Current Facility Requirements (CFR) in Retro-

for improvement. Our energy auditing services

Commissioning (RCx) of existing buildings.

identify inefficient maintenance practices and

As part of our RCx services, we identify and

potential system upgrades aimed at improving

correct operational deficiencies; review and

building performance and reducing operating

revise operating protocols; calibrate sensors

costs.

and control devices; improve equipment maintenance practices; and train building owners

8 6 6 .6 7 6 .1 9 7 2

SWA employs advanced benchmarking tools

U S

Commissioning & Retro-Commissioning C A LL

Benchmarking and Energy Auditing

procedures.

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

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SW IN T E R . COM

and staff in proper maintenance and operations

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com

Energy Modeling SWA’s team of energy modeling engineers provides a high level of quantitative analysis to help clients make informed design decisions about optimizing energy performance, analyzing energy conservation opportunities, maximizing potential incentive opportunities, and complying with local laws and energy codes. We utilize advanced, whole-building simulation tools, such

S WA I S A N A D V I S O R T O T H E

as eQUEST® and EnergyPlus™, to support energy

N Y C M AY O R ’ S O F F I C E O F

analyses for proposed implementation projects and in-depth energy audits.

LONG TERM PLANNING AND S U S TA I N A B I L I T Y O N A U D I T

LEED® for Existing Buildings: Operations & Maintenance™ Building upon our endeavor to improve the operations of existing buildings, we help clients to achieve LEED for Existing Buildings: O&M

& RETRO-COMMISSIONING REQUIREMENTS FOR LOCAL L A W 8 7.

certification. Our portfolio includes commercial office buildings, multifamily high rise buildings, museums, theaters, laboratories, healthcare facilities, hotels, retail, interior fit-outs, primary and secondary school buildings, and institutions of higher learning.

C ALL US 86 6. 676. 1 97 2

Lauren Brust

Director, Commercial Building Energy Services

SWI NT ER.COM

212.564.5800 x101 lbrust@swinter.com

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Multifamily Energy Services SWA helps owners, developers, and operators realize buildings that consume less and deliver more. SWA specializes in addressing the unique

optimize building operations through Retro-

challenges presented by multifamily buildings.

Commissioning (RCx).

Our team has worked with facilities ranging from 2 units to 2,000+ to reduce construction and

Most importantly, we strive to provide clients

operating costs, lower turnover, and improve

with practical and effective recommendations

building comfort, durability, and reliability.

grounded in real world experience and feedback

We take great pride in our longstanding track record and exceptional staff. SWA implementation of technologies – while always being cognizant of how residents, operators,

SWA’s energy auditing services identify inefficient maintenance practices and potential system upgrades aimed at improving building performance and reducing operating

existing systems; a practice we employ to

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

PAGE 84

actualizing the recommendations for your building. SWA’s integrated audit and design team of licensed professional engineers provides turnkey services translating practical, cost effective recommendations into realized energy savings. Services include MEP design, construction administration, third party commissioning, training, and long term postretrofit performance monitoring.

SW IN T E R . COM

sensible opportunities involve fine tuning

Reap value from your energy audit by

costs. Many of the most cost effective and

Design & Construction

8 6 6 .6 7 6 .1 9 7 2

Energy Audits & Retro-Commissioning

improve operations.

U S

and installers interact with building systems.

with owners to guide capital investments and C A LL

blends technical acumen with thoughtful

– knowledge we’ve gained from years of working

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

New Construction Commissioning (Cx) SWA begins building systems Cx early in design and continues until systems are fully functional, thoroughly tested, and operations staff is trained. Cx services: design reviews, specifications, pre-functional inspections, reporting, start-up / testing, and warranty phase reviews. Systems commissioned: HVAC systems and controls, lighting, domestic hot water, renewable energy systems, and the building envelope. These services support both the Fundamental Building Systems Cx and Enhanced Cx

W E H AV E C O N D U C T E D B U I L D I N G E VA L U A T I O N S OF 30M SQUARE FEET OF E X I S T I N G M U LT I F A M I LY B U I L D I N G S I N T H E PA S T 5 YEARS.

requirements in all versions of the USGBC’s LEED® green building certification program. Energy Modeling SWA’s team of energy modeling engineers is dedicated to providing clients with a high level of quantitative analysis, enabling them to

S WA I S A N A D V I S O R T O T H E N Y C M AY O R ’ S O F F I C E O F LONG TERM PLANNING AND S U S TA I N A B I L I T Y O N A U D I T

make informed design decisions. Our engineers

& RETRO-COMMISSIONING

utilize advanced, whole building simulation

REQUIREMENTS FOR LOCAL

tools, such as eQUEST® and EnergyPlus™, as well as specialized tools for detailed analysis

L A W 8 7.

of particular building systems such as WUFI, EcotectTM, and THERM. We are versed in current industry standards (ASHRAE 90.1 Appendix G) and have been instrumental in developing new modeling protocols (i.e., LEED for Homes Multifamily Midrise). Incentive Programs SWA pairs energy consulting services with programs to help clients capitalize on elective benchmarking, certification programs, and

Director, Multifamily Energy Services 212.564.5800 x116 rmerkin@swinter.com

technical assistance partner for a multitude of incentive programs throughout the Northeast and Mid-Atlantic regions; helping our multifamily clients earn millions of dollars to support their high performance building goals.

Marc Zuluaga Vice President

Director, Multifamily Energy Services

SWI N T ER .CO M

212.564.5800 x114 mzuluaga@swinter.com

N E W YO R K , N Y | WA S H I N G T O N , D C | N O R WA L K , C T

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energy code inspections. SWA is an approved

or mandated energy initiatives including

Vice President

C A LL

government and utility financial incentive

Ryan Merkin

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Bob Kennedy-Event Management For over twenty years, Bob Kennedy has championed special event management and is a trusted leader in the production and direction of many of the nation’s premier events, specializing in concerts and music festivals. Since co-founding Gathering of the Vibes in 1996, Bob has produced and directed events internationally and in some of America›s most famous locations including New York’s Central Park, San Francisco›s Golden Gate Park, and The National Mall in Washington, DC. He has been credited with developing the model for modern large-scale musical festivals and has worked with world-class acts including Eric Clapton, Bruce Springsteen, Dave Matthews Band, Sting, and many more. Bob began his career as an intern at Norwalk’s Globe Theatre in 1992 and went on to curate dozens of celebrated productions, including Earth Day on The National Mall, the Green Apple Festival, Mumford and Sons’ Gentlemen of the Road Festival, Wilco’s Solid Sound Festival, and the Boston Calling Music Festival. Bob currently lives in Black Rock, CT with his amazing girlfriend Rebecca and his dog Gatsby.

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

HISTORIC PRESERVATION TAX CREDIT SERVICES PROJECTS

PROJECT NOTES

Clinton Brown Company Architecture is an experienced firm in New York State providing services for the preparation of Historic Preservation Tax Credit applications for residential and commercial properties. We have over 26 years of expertise working with building owners, the State Historic Preservation Office and National Park Service for an efficient process.

WHAT ARE HISTORIC PRESERVATION TAX CREDITS?

WALL STREET THEATER NORWALK, CT

The New York State and federal governments each allow property owners an income tax credit of 20% of the qualified rehabilitation expenditures – a total of 40% - for the certified rehabilitation of a certified historic, depreciable building. Historic tax credits can fill the financial gap between the rehabilitation cost and the market income in the feasibility of a commercial building rehabilitation project, adding equity to the project to make the rehabilitation profitable to the owner and the community. The historic preservation tax credit application defines the historic property, its proposed rehabilitation, and its completion. WALL STREET THEATER – NORWALK, CT CBCA is working with the Wall Street Theater Company to prepare the Historic Preservation Tax Credit Application for the former Regent Theater, a ca. 1915 Mediterranean-styled building. This building is significant as an intact example of Vaudeville and early movie house theater design. Through rehabilitation, the Wall Street Theater will find continued use as a performing arts center, with expected completion in 2015.

THEATER PLACE BUFFALO, NY

THE COX BUILDING ROCHESTER, NY

SPENCER S. KINGSLEY HOUSE BUFFALO, NY

THEATER PLACE – BUFFALO, NY CBCA prepared the Historic Preservation Tax Credit Application for the Theater Place complex, located in Buffalo’s Theatre Historic District. The turn-of-the-twentieth century buildings were transformed in the early 1980s as a shopping and restaurant destination. The building is now undergoing conversion into new office spaces. COX BUILDING – ROCHESTER, NY Located in the core of Rochester’s historic retailing and commercial center, the Cox Building, built for shoe manufacturer and retailer Peter Cox, once housed numerous commercial tenants. Acting as Project Architect, Clinton Brown Company is preparing the Historic Preservation Tax Credit Application for the building’s transformation into a mixed-use commercial and residential hub. SPENCER S. KINGSLEY HOUSE – BUFFALO, NY Designed by noted architects Marling & Burdette ca. 1890 for one of the city’s real estate tycoons, CBCA is preparing the Historic Preservation Tax Credit application for the building, and is acting as Project Architect on the extensive rehabilitation of the former boarding house into luxurious new apartments.

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PROJECT NOTES

THE AIKEN-SILVERNAIL HOUSE – ELLICOTTVILLE, NY Owners Melanie and Clay Silvernail purchased the ca. 1837 Greek Revival style house, originally the residence of Rev. John J. Aiken, with the goal of carefully restoring the building back to its former luster. CBCA has prepared a State and National Register of Historic Places nomination for the house, as well as preparing the tax credit application. AIKEN-SILVERNAIL HOUSE ELLICOTTVILLE, NY

THE HUYLER BUILDING BUFFALO, NY

BUFFALO METER COMPANY aka Bethune Hall BUFFALO, NY

THE HUYLER BUILDING – BUFFALO, NY Originally designed in 1925 by architect Harvey S. Horton to house the offices and retail shop for the nationally prominent Huyler Candy Company on Buffalo’s fashionable commercial corridor of Delaware Avenue, the building later became well known as the home of the Pitt Petri store. CBCA has prepared a State and National Register of Historic Places nomination for the Huyler Building, and has also worked with owner, Plaza Group, on a historic preservation tax credit application for the restoration and reuse of the building.

BUFFALO METER COMPANY BUILDING – BUFFALO, NY An excellent example of an early reinforced concrete “daylight” factory, the building was once home of the Buffalo Meter Company, manufacturer of water meters. Later used by the University at Buffalo’s school of Architecture and known as Bethune Hall, the building was one of the industrial structures studied by internationally prominent historian Reyner Banham. CBCA prepared the historic preservation tax credit application for the reuse of the building as well as the accompanying State and National Register nomination.

THE RETTIG BUILDING – CORNING, NY Built ca. 1875 for Valentine Rettig, the Rettig Building is an excellent example of a polychrome commercial Italianate building in Corning’s Market Street Historic District. Clinton Brown Company worked with owner, Peter Krog, on preparing the tax credit application for the rehabilitation of the building, adding residential apartments on the upper floor. THE RETTIG BUILDING CORNING, NY

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PROJECT NOTES

THE MELDRUM-EDWARDS BUILDING – BUFFALO, NY Constructed ca. 1909, the Meldrum-Edwards Building was once used as a warehouse for the H.A. Meldrum department store and later the E.W. Edwards department store, both located nearby on Main Street. CBCA prepared the tax credit applications for this seven-story reinforced concrete building, which is currently being redeveloped to house commercial space and residential apartments. THE MELDRUM-EDWARDS BUILDING BUFFALO, NY

THE GENESEE GATEWAY HISTORIC DISTRICT BUFFALO, NY

THE ANSORGE BLOCK CORNING, NY

THE DRAKE BUILDING aka Centerway Commerce Building CORNING, NY

THE BUILDINGS OF THE GENESEE GATEWAY HISTORIC DISTRICT REHABILITATION – BUFFALO, NY This group of commercial buildings spanning from the 1850s until the 1940s became known as the “Genesee Gateway,” and once stood as a symbol of Buffalo’s economic downturn of the late 1970s and early ‘80s. CBCA worked with Genesee Gateway LLC and the Margaret L. Wendt foundation on creating the Genesee Gateway local historic district, which was certified for tax purposes by the National Park Service. CBCA also prepared the historic preservation tax credit applications for each of 8 buildings in this multi-million dollar rehabilitation project.

THE ANSORGE BLOCK – CORNING, NY Built ca. 1898, this elegant yellow-glazed brick commercial building on Corning’s Market Street features elegant cast iron hoods and once served as the “Canisteo Hall.” Work with the Krog Corp., CBCA has prepared the historic preservation tax credit application for the reuse of the building with commercial on the ground floor and residential apartments on upper stories.

THE DRAKE BUILDING - CORNING, NY One of Market Street’s most recognizable buildings, the Renaissance Revival style Drake Building was constructed in 1894 as a commercial building for owner James A Drake. It later became the long-time home of the First National bank, a function it still fulfills today. Working with owner George Welch, Clinton Brown Company Architecture prepared the tax credit application for the building, and is also serving as architect on the rehabilitation project.

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PROJECT NOTES

64 WEST MARKET STREET – CORNING, NY This diminutive commercial building from the 1880s is an excellent example of the type of commercial building common to Corning’s Market Street Historic District, once housing the confectionary shop of Mrs. Anna Landini in 1893. After the neighboring building suffered a devastating fire in 2009, CBCA prepared the Historic Preservation Tax Credit Application for the restoration and reuse of the building. 64 WEST MARKET STREET CORNING, NY

THE KAMMAN BUILDING BUFFALO, NY

THE KAMMAN BUILDING – BUFFALO, NY CBCA prepared the Historic Preservation Tax Credit Application, a National Register Nomination, and a unique Multiple Properties Documentation Form for the Hydraulics Neighborhood to assist Kamman Group, LLC in its $2 million rehabilitation of the vacant Henry Kamman commercial building located in the Hydraulics Neighborhood of Buffalo, NY. CBCA assisted Chantreuil Jensen Stark Architects in creating its design to meet both the Secretary of the Interior Standards for Rehabilitation and LEED certification requirements.

BRODO LOFTS @ 501 MAIN STREET - BUFFALO, NY

CBCA provided architectural services and prepared the Historic Preservation Tax Credit Application for the adaptive use of the longvacant 501 Main Street located in the “500 Block of Main Street” certified local historic district into a small take-out restaurant and indoor parking on the first floor with one owner loft and one rental loft above. This transformation will return the original character of the property as a mid-nineteenth century commercial building with store or shop on the ground level with the family living above. BRODO LOFTS AT 501 MAIN STREET BUFFALO, NY

E. & B. HOLMES MACHINERY COMPANY BUILDING BUFFALO, NY

THE COOPERAGE – OLD FIRST WARD, BUFFALO, NY

As the project architect, CBCA prepared the Historic Preservation Tax Credit Application for the $6.6 million rehabilitation of the historic former E & B Holmes Machinery Co. barrel-making machinery complex on the Buffalo River waterfront in downtown Buffalo, NY into genuine residential lofts and commercial spaces. The project consists of the adaptive use of the 43,000 sf, 3-building, former factory property into a mixed use development of 20 market rate lofts averaging 1,200 sf and 4 commercial spaces. Learn more at www.riverloftsbuffalo.com.

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PROJECT NOTES

THE NATIONAL CASKET COMPANY – BUFFALO, NY

CBCA prepared the Historic Preservation Tax Credit Application and advised the owner’s architect for the adaptive use and rehabilitation of the historic former National Casket Co. Showroom and Warehouse in the Allentown Historic District. The project transformed the 22,000 sf vacant building into ten live-work lofts averaging 2,000 sf and features a new glazed entrance vestibule and indoor parking accommodations. THE NATIONAL CASKET COMPANY BUILDING BUFFALO, NY

THE NEWELL SHIRT FACTORY MEDINA, NY

THE NEWELL SHIRT FACTORY BUILDING – MEDINA, NY

CBCA provided architectural services, prepared the Historic Preservation Tax Credit Application, applied for financing, and provided financing administration services to assist ReNewell, LLC in the rehabilitation of the former R. H. Newell Shirt Company Building located in the National Register-listed Main Street Historic District in the Erie Canal Village of Medina, NY. Phase I design and construction saw the building converted into a coffee shop, yarn store and barber shop on the first floor. Phase II includes two commercial offices and four loft apartments on the upper floors of this one-time hotel. Learn more about the project on-line at www.shirtfactorycafe.com.

THE PIERCE BUILDING – BUFFALO, NY

CBCA prepared the Historic Preservation Tax Credit Application to assist the Plaza Group in the rehabilitation of the historic, commercial Pierce Building in the local certified Theatre Historic District into lofts and commercial/retail spaces, including a successful appeal process with the National Park Service for approval of the tax credits. The rehabilitated Pierce Building is currently home to CBCA offices. THE PIERCE BUILDING BUFFALO, NY

Kibler Senior Housing

KIBLER SENIOR APARTMENTS – TONAWANDA, NY

This pioneering $5 million project rehabilitated and adaptively used a severely distressed abandoned former school into fully accessible senior apartments. Envisioned by Mayor Alice Roth to keep senior citizens living in Tonawanda after their houses were too much to care for, the project was carried out by the Western New York Veterans Housing Coalition. CBCA provided project concept and architectural/engineering design services, grant writing services, and prepared the Historic Preservation Tax Credit application.

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Clinton Brown Company Architecture, pc Historic Places Renewed: The Full Service Historic Preservation Architecture Firm

FIRM PROFILE Clinton Brown Company Architecture, the full service historic preservation architecture firm, has more than 26 years of experience in collaboratively designing the revitalization of heritage buildings and places, balancing existing conditions, ideal vision and resources across a wide range of successful Historic Preservation projects. As a grant writing firm, we have helped our clients raise more than $31 million for their projects. Pan Award for Excellence in Building Renovation Corning, NY

We perform specialized professional architectural and project management services in renovation, rehabilitation, adaptive reuse and historic preservation projects, with Historic Structure Reports and Building Condition Assessments, Historic Resource/Cultural Resource Surveys, Local Landmark and State/National Registers of Historic Places nominations, Historic Tax Credit Applications and grant writing and administration services for high-quality educational, institutional, governmental, commercial, and individual clients.

Our professionals meet and exceed 36 CFR Part 61 Secretary of the Interior’s Professional Qualifications Standards in Architecture, Heritage Architecture and CBCA at the National Architectural History. Clinton Brown, FAIA, has been appointed by successive Preservation Conference Secretaries of the Interior to the Erie Canalway National Heritage Corridor Buffalo, NY Commission. We focus on existing and historic buildings and communities where an owner and stakeholders need expert consultation for maintenance, for reinvestment, for designing adaptive new uses and new performance. We work collaboratively for clients and with stakeholders and elected and community leaders at all scales to meet client and community needs. Our work has earned national attention for our clients. CBCA presenting at the Twilight at Genesee Gateway event Buffalo, NY

Assembly Member Sam Hoyt, Governor David Paterson and Clinton Brown at Signing of Residential Tax Credit Legislation Buffalo, NY

CBCA has been or is involved with the following arts and cultural center projects: •

Shea's Performing Arts Center - A national historic site. Buffalo's home for touring Broadway. (www.sheas.org)

•

Regent Wall Street, Norwalk CT (www.wallstreettheater.com)

•

Riviera Theatre & Performing Arts Center, North Tonawanda, NY. Home of the Mighty Wurlitzer Theatre Organ. (www.rivieratheatre.org)

•

Niagara Regional Theatre Guild (NRTG) - One of the longest continuouslyrunning regional theaters in New York State. (www.niagaratheatre.com)

•

Mission of the Niagara Arts and Cultural Center: Protect the landmark building, Preserve cultural heritage, Promote arts and cultural experiences. Clinton Brown/CBCA were also co-founders of the NACC. (thenacc.org)

•

Shaw Festival Theatre – Great theatre in the heart of Niagara Wine Country, World-class Ontario theatre, producing plays by Bernard Shaw & contemporaries live onstage in Niagara on the Lake. Clinton Brown was an early employee at the beginning of the Shaw Festival Theater.(www.shawfest.com)

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CLINTON BROWN COMPANY TEAM

Our team is well qualified with education and experience in the specialized professional services to serve our customers well in historic research and historic preservation, adaptive use, architectural design and construction documents, construction contract administration, grant writing and project and grant administration professional services. They meet and exceed the National Park Service's 36 CFR Part 61 Professional Qualification Standards.

Clinton E. Brown, FAIA, President, Heritage & Project Architect

Clinton E. Brown, FAIA President, Heritage & Project Architect

Clinton Brown is a widely recognized leader in historic preservation architecture, community revitalization, and public policy. He brings over 30 years of experience to his work of collaboratively creating new value in heritage buildings and places, closely focusing on each of the firm’s projects. He earned a BA in Sociology from Franklin and Marshall College, interned at the Institute for Architecture and Urban Studies, and earned his M. Architecture from the University of Virginia. Clinton is a Heritage Preservation-certified CAP Building Assessor. Two Secretaries of the Interior appointed him a Commissioner of the Erie Canalway National Heritage Corridor Commission. The Governor appointed him a Director of the Richardson Center Corporation Board. He is Vice President of the Board of the Willowbank School of Restoration Arts in Queenston, Ontario, Canada. He was active in establishing New York’s state historic rehabilitation tax credit program.

Paul Battaglia, AIA, Senior Historic Preservation Architect

Paul Battaglia, AIA Historic Preservation Architect

Paul has been practicing architecture in Buffalo since 1976, restoring and renovating many of the significant historic buildings of the region including the King Urban Life Center/former St. Mary of Sorrow’s RC Church, Erie County Hall, and the Buffalo and Erie County Historical Society. He has been teaching lighting and acoustics in the Department of Architecture of the University at Buffalo since 1985, and has recently become an inventor of several acoustical building products. He has joined CBCA to continue his work in architectural preservation and adaptive reuse of buildings with a special concern for good planning and technical expertise.

Lindsay Brownschidle, RA, LEED AP, Architect

Lindsay Brownschidle, RA, LEED AP

Lindsay holds a Master of Business Administration degree from Rochester Institute of Technology and a Bachelor of Architecture degree from the University of Notre Dame. She has over five years of experience in renovation, institutional, hospitality and education projects throughout New York State. She contributes to all phases of architectural projects with skills in project management, LEED certification, building modeling and CAD. Through her MBA coursework, Lindsay was able to work with small Rochester companies to develop marketing and management plans to grow their businesses. She combines her architectural and business expertise to help CBCA clients and their buildings.

Architect

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CLINTON BROWN COMPANY TEAM

Jill Nowicki, BFA, MFA Project Manager/ Historic Preservation Specialist

Jill Nowicki, MFA

Historic Preservation Specialist

Jill brings over ten years of experience in historic preservation project management. She holds a Master of Historic Preservation degree from the Savannah College of Art and Design and a BFA in Interior Design from the Rochester Institute of Technology. Jill is an award-winning historic preservationist and a Heritage Preservation-certified CAP Building Assessor who specializes in Historic Structure Reports, Investment Tax Credit applications and design consistency with the Secretary of the Interior’s Standards. She performs historic preservation project management on restoration and rehabilitation projects, including design development, construction documents, and construction contract administration.

Alma O’Connell-Brown, Project Administrator/Grant Services

Alma O’Connell Brown Project Administrator

For over 16 years Alma has performed project management and coordination and construction contract administration services for CBCA. Alma performs grant writing and grant administration services and has assisted CBCA clients in raising more than $31.5 million for their historic preservation projects. She has served as Project and Business Manager for all CBCA Historic Resources Surveys totaling over 15,200 properties and as Project Manager for the past 10 years for the Erie County Commercial Center Improvement Program façade projects for more than 55 small business property owners. Alma has worked with the Village of Springville since 2003 on façade improvement projects and NY Main funded projects on East & West Main Street. Bishop R. William Franklin appointed her to his Bishop’s Advisory Committee for the Preservation of Our Historic Churches.

Hannah Beckman, BA, Historic Preservation Project Assistant

Hannah Beckman, BA Historic Preservation Project Assistant

Hannah holds a Bachelor’s degree in Historic Preservation from The University of Mary Washington. She supports a wide variety of projects with skills and experience in historic research, survey fieldwork, existing condition building documentation, CAD drafting, and façade improvement programs. Previously, Hannah interned for the Pennsylvania Environmental Council where she assessed several towns in Pennsylvania for the Creek Towns Program and volunteered with the Erie Center for Design and Preservation, aiding with their survey of historic buildings.

Meagan Baco, BS, MS, Special Project Consultant

Meagan Baco

Remote Special Project Consultant

Meagan is a preservationist with experience researching, surveying and documenting historic buildings nationwide. She owns and operates Histpres.com; a nationally popular job board and blog for young preservationists. She is a founding member of Buffalo's Young Preservationists and Painting for Preservation, amongst other preservation advocacy initiatives. Meagan is a Buffalo Business First 30 Under 30 awardee. She holds a MS in Historic Preservation from Clemson University and the College of Charleston and a BA in Environmental Design from SUNY Buffalo.

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Functional Expertise We increase our clients’ marketplace profile with targeted strategies that we implement through a variety of innovative, critical services. Our expertise spans the arena of Marketing, Sales, PR/Media Relations, Social Media, Print Engagement, Customized Media, Marketing Study and Research, Analytics and Insights, Event Management, Creative Content and Creative Campaign Production. We integrate these essential facets of planning and growth to propel our clients’ businesses into successful enterprises. We believe in creating partnerships and long-term relationships with our clients in order to work collaboratively toward goals.

We serve the following areas: • Media and Entertainment

The world of entertainment and media is a fast-paced environment. Our experienced publishing, PR/Media and Event Management staff work together to create life-changing events; exciting event marketing; enticing, custom-themed articles and publications; and focused PR/Media events and campaigns. With our finger on the pulse of pop-culture, mainstream and alternative trends, and targeted expertise in a variety of topics, we ensure an expansive and creative media and entertainment experience.

• Business Development

One of our primary goals is to grow our clients’ businesses. Our seasoned staff accomplishes this by employing targeted strategies. We procure new clients for our own business and so, we understand how vital it is to cultivate your client base and expand your demographic.

• Economic Development

Our staff works with policy makers within communities to promote the quality of living, and economic health of particular neighborhoods and regions. We advise community action groups about communications, business competition, sustainability, social and commercial benefits/inclusion and more.

Our talents include: 1. Marketing - Marketing and Your Business

Marketing your business is fun! We take any difficulty out of the equation by doing the heavy lifting—creating the plans and implementing the holistic strategies—that get your business noticed by the right people.

2. Sales - Sales and Your Business

You might have the best product or service in the world, but if it is not being aggressively pitched to the appropriate demographic, it will sit on the shelves or simply live in your imagination. Our skilled sales staff “hits the streets” with a thoughtful, informative approach to selling—finding a need in your potential customer’s life and filling it with your solution.

3. Public/Media Relations - Public and Media Relations and Your Business

For any business, it is imperative to have a solid and targeted PR campaign in place for success. Public Relations should not be viewed as supplemental, rather it is should be a main component of your outreach efforts. Advertising and marketing are essential activities to promote your product or service, but are paid. Public relations lends credibility to your business because it is editorial-based. Strategically placed stories press conferences, interviews with trained spokespeople and media release campaigns will grow your business and create valuable awareness. As well, having a damage control PR plan is mandatory in today’s fluctuating marketplace. PR and Media Relations put the right type of face on your business and are superior methods for procurement of new clients. PAGE 97

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4. Social Media - Social Media and Your Business

Demographic studies show a dramatic increase in users of Social Networking platforms during the past several years. Millennials (Generation Y) are not the only demographic online. A coveted group, 45 + year old users has jumped dramatically. Twitter: Increase of 79% and Facebook: Increase of 46%. Reaching these consumers is essential for any business. One of the reasons these numbers are growing is an increase of mobile users. Social networking can be accomplished on the run, for instance, as a way to spend time waiting in line. Having a presence on social media is an effective and engaging way to keep customers in step with your latest product or project; fluid platform with the flexibility to keep your business aligned with the market. Mobile devices and their owners have become inseparable; a window on the world at large - news, weather, traffic, online purchases make your social presence indispensable for growth. With so many platforms available, consistency in reaching consumers is paramount. Creative social networking requires an approach that moves and grows as business evolves. Red Mat Advisors, with years of experience and effective strategies will keep your business at the forefront.

5. Print Engagement - Print Engagement and Your Business

Ensuring printed materials are attractive, informative and dispensed appropriately while maximizing your business exposure to the marketplace is crucial to success. The world of marketing has a prominent digital focus, but print is very much alive and often, is the best solution for information dissemination. We assist with subscription and retention for your printed materials.

6. Customized Media - Customized Media and Your Business

We are custom media specialistsâ&#x20AC;&#x201D;if there is a niche, we have got it covered! We make it our business to learn about your business so we can customize publications and digital content that matches your style, message and is appealing to your customers/clients.

7. Marketing Study and Research - Marketing Study and Research, and Your Business

Knowing your customer or client is paramount to success. We make it our practice to study and learn your product or service demographic. If a feature needs altering, we quickly discover how to accomplish improvement by specialized field marketing study and research.

8. Insights and Analytics - Insights and Analytics, and Your Business

It is important to keep an eye on who keeps their eye on your business. How often do they visit your website? What content engages them most? What type of presentation seems to attract the most web browsers or readers? We help you determine how to maximize your websites and material by looking at the numbers.

9. Event Management - Event Management and Your Business

Events require a highly skilled staff with a solid knowledge of logistics, security, crowd management, food/ beverage services, permitting and more. We specialize in creating themed events that serve to market your product or service through an entertaining, safe and memorable experience.

10. Creative Content - Creative Content and Your Business

Words are the foundation of communication and we know how to choose them wisely. We adapt our writing style and form to the tone of your product or service in order to engage potential clients, customers or readers. We create decorative, unforgettable and instructive content for all of your material/needs.

11. Creative Campaign Production - Creative Campaign Production and Your Business

Tying everything together is essential to drive a point home. We create, direct and produce inviting creative campaigns to advertise your product or service to the suitable audience.

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About us Theatre Projects creates extraordinary performance spaces around the world. With more than 1,200 projects in over 70 countries, our work ranges from studio theatres, recital halls, and music spaces to performing arts centres. With that kind of experience, we’re ready to help you with any project you can imagine. We realize every theatre is different, so let’s work together to create the right one for you.

Polonsky Shakespeare Center

We’re a talented team of specialists with invaluable backgrounds working directly in the theatre world. We know how to live and work in theatre buildings—because we have. Our theatre designers and planners offer unrivalled capability and a huge range of practical experience to our clients. But most importantly, we love what we do, and it shows. We start each of our projects, whether large or small, by listening carefully to our client’s needs and dreams. Then we combine our creativity, experience, and understanding of the bigger picture to help you bring the arts alive for your audience, artists, and community. If you’re interested in innovative ideas and an unbeaten track record in bringing outstanding performance spaces to life, welcome to Theatre Projects.

Renovations • • • • • • • •

Wyly Theatre

Altira Theatre (Formerly Landmark Theatre) Richmond, VA American Airlines Theatre New York, NY Everyman Theatre Baltimore, MD New Amsterdam Theatre New York, NY Overture Center for the Arts, Capitol Theatre Madison, WI Palacio de Bellas Artes Mexico City, Mexico Richmond Centerstage, Carpenter Theatre Richmond, VA Stanley Center for the Arts Utica, NY

Theatres for Shakespeare

Chicago Shakespeare Theatre

• • • • • •

AT&T Performing Arts Center, Dee and Charles Wyly Theatre Dallas, TX Chicago Shakespeare Theatre, Navy Pier Chicago, IL Lansburg Development Wasington, DC Open Air Theatre, Regent’s Park London, UK Shakespeare & Company, Founder’s Theatre Lenox, MA Polonsky Shakespeare Center at Theatre for a New Audience Brooklyn, NY

Community theatres • • • • • •

Acadiana Center for the Arts Lafayette, LA ImaginON: The Joe & Joan Martin Center Charolotte, NC King Edward Arts Hub and Incubator (cSPACE) Calgary, Canada, AL Old U.S. Mint Exhibit and Performance Venue New Orleans, LA Shaw Center for the Performing Arts Atlanta, GA Tempe Center for the Arts Tempe, AZ

Richmond Centerstage

For more information on us and our work, please visit www.theatreprojects.com PAGE 102

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American Shakespeare Festival Theatre Renovation and revival The revival of Stratford’s American Shakespeare Festival Theatre has been in discussion since the historic theatre closed its doors in 1985. The history and stature of the theatre make the project compelling for the Town to maintain its cultural presence. The renovation and rebirth of the American Shakespeare Festival Theatre would allow the Town to reestablish itself as a destination for the arts, resurrect one of its seminal historic landmarks, and increase the momentum of its cultural growth. While Theatre Projects does not operate or program theatres, we understand the connection between elements of a performance space and how they relate to efficient operations. Our experience will be an asset to the operator and to the Town. We can provide advice on both the renovation and operations for the building.

Everyman Theatre

While we imagine that the venue will be used to stage performances of Shakespeare’s works, we feel the focus of the theatre should be attracting a wider array of patrons and users. By hosting works of modern and classic drama, musicals, spoken word performances, lectures, corporate events, and music performances, the theatre will be able to appeal to a much larger demographic, ensuring its economic stability and broader cultural appeal.

American Airlines Theatre

In order to get the doors open initially, the general configuration of the facility and its overall design don’t need to be altered or redesigned. The theatre and support spaces are well designed for many types of productions, and should be able to accommodate a great breadth of performances and audiences. By focusing the initial improvements on cleaning, life safety, and repairs and enhancements to mechanical and performance systems, the American Shakespeare Festival Theatre could become a working theatre again that the Town has long hoped for, and deserves. Additional areas an operator should consider include: • Identify constituents and coordinate their needs for on-site space and infrastructure • Reconfigurable seating areas for varying capacities based on anticipated programming • Year-round vs. seasonal operations • Creation of commercial kitchen space to serve the patio and lawn

Shakespeare & Company

Stanley Center for the Arts

For more information on us and our work, please visit www.theatreprojects.com PAGE 103

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Our services At Theatre Projects, we take a comprehensive and detailed approach to designing performance spaces. From the earliest conversations to opening night and beyond, we provide expert service in all aspects of both new and renovation projects. We approach each project with a real understanding of how theatre works. We consider both current and future needs, and we work with our clients to realize the full potential of each space for its users and community.

Strategic planning We understand the issues organizations like yours face – because we’ve faced them ourselves. Our strategic planners have successfully led major arts organizations and performing arts centers. We provide insight and direction from project start-up through architect selection, artistic programming, and every aspect of operations and governance. Every project starts with a conversation – about a problem to be solved or a vision to be realized. You tell us what you want to achieve, and we’ll work with you to make it happen. • Needs assessment • Programming and concept development • Design team selection • Business planning • Artistic programming and operations

Theatre design In theatre, the actors and audience create the event together. A great room is not just about good sightlines and comfortable seating, a great room connects the audience and actor, creating a lively exchange of energy. We apply our understanding of this powerful interaction between space and performance to create great spaces where theatre comes to life. We start by discussing how you’ll use the space. Then we take an integrated approach, resolving technical issues like seating and sightlines while advancing the room design. As the room evolves, we’ll give you a three-dimensional understanding of the space using renderings and models, so you have a clear idea of how it will feel and work once it’s built. • Exploration of size, form, and actor-audience relationship • Auditorium volume and form, seating layout, sightlines, and patron experience • Audience circulation and accessibility • Stage layout • Technical features of auditorium and stage

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Our services Theatre planning Performing arts buildings are complex structures. The front of the building serves the public, while the back acts as a second home for the artists and as an efficient factory for creative craftsmanship. These two worlds converge in the auditorium, where audience and artists create theatre together. We speak the distinct languages of theatre, construction, and design. With our diverse backgrounds in theatre and architecture, we’re well-versed in the needs of everyone involved with the building. Our ability to translate between artists and architects helps keep the complicated details of these buildings clear to everyone on the project team. We’re dedicated to scrutinizing every detail to deliver the very best building possible. • Site planning • Building organization • Circulation for public, staff, performers, and service • Support space layouts and construction details • Design coordination and reviewing thousands(!) of drawings

Theatre equipment In the theatre, what goes on behind the scenes appears to happen by magic – whether that’s a flawless scene change, brilliant lighting design, or subtle sound effect. We design the equipment that turns necessity into magic – efficiently, safely, and invisibly. Not surprisingly, this equipment demands much from the building’s structural, electrical, and mechanical systems. We define and coordinate these heavy requirements while integrating flexible, intelligent systems. But we go beyond just designing the invisible deus ex machina for your theatre. We start at the beginning, imagining with you everything that’s possible, following all the way through to ensuring the equipment works as designed. • Stage machinery and rigging systems • Lighting, video, and projection systems • Sound and communications systems • Adjustable acoustics • Commissioning

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

POLONSKY SHAKESPEARE CENTER AT THEATRE FOR A NEW AUDIENCE SAMUEL H. SCRIPPS MAINSTAGE

Photo: Francis Dzikowski-Esto

Brooklyn, New York

design architect

H3 Hardy Collaboration Architecture New York, New York

opened

October 2013

acoustical consultant

Akustiks Norwalk, Connecticut

cost

$59 million

Features

Spaces • 299-seat courtyard theatre • Rehearsal room • Front and back of house support

Users • Theatre for a New Audience

Thirty years after the group’s founding, Theatre for a New Audience entered its new home at Polonsky Shakespeare Center in the heart of the Downtown Brooklyn Cultural District. The 299-seat theatre was inspired by the one of Theatre Projects’ most groundbreaking theatres—London’s Cottesloe Theatre. With an orchestra floor that can be altered into endstage, thrust, flat floor, and arena configurations; adjustable seating platforms; and an innovative rigging system, the venue provides structural flexibility that allows for maximum artistic flexibility.

Our services • • • •

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Programming Concept design Theatre planning Performance equipment design and specification

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

SHAKESPEARE & COMPANY FOUNDERS’ THEATRE

Photo: Peter Mauss

Lenox, Massachusetts

design architect

Payette Associates Boston, Massachusetts

opened

2001

acoustical consultant

Acoustic Dimensions New York, New York

cost

$2.5 million

Features

Spaces • 450-seat flexible drama theatre

Users • Shakespeare & Company

The summer home for Boston’s Shakespeare & Company, this theatre was built entirely within a Quonset hut and fashioned after London’s famous Tricycle Theatre. The two seating levels are constructed of scaffolding with canvas balcony fronts laced to the scaffold framework; both continue around to the back of the stage area and can be demounted so that the stage can be reconfigured to a thrust. The flooring on the upper level is made of standard aluminum planks with special devices to dampen flexing and creaking.

Our services • Concept design • Theatre planning • Performance equipment design and specification

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

AMERICAN AIRLINES THEATRE

Photo: Zibig Jedrus

New York, New York

design architect

Design Collective of New York New York, New York

opened

June 2000

architect of record

Karlsberger Architecture New York, New York

cost

$17 million

1918 architect

George Keister New York, New York

Features

Spaces • 740-seat historic 42nd Street Theatre (formerly the Selwyn, built in 1918)

Users • Roundabout Theatre Company

This historic theatre was restored under the careful watch of The New 42nd Street, Inc. The auditorium and stage were renovated while a new basement lobby and penthouse reception room were added. TPC affiliate and award-winning scenic designer Tony Walton created a unique and theatrical interior design for the auditorium. Flexible equipment systems and infrastructure allows the theatre to efficiently operate as a commercial Broadway venue.

Our services • Programming • Concept design • Interior Design (with Tony Walton) • Theatre planning • Performance equipment design and specification

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

RICHMOND CENTERSTAGE CARPENTER THEATRE

Photo: Robert Benson

Richmond, Virginia

architect

Wilson Butler Architects Boston, Massachusetts

opened

September 2009

acoustical consultant

Jaffe Holden Norwalk, Connecticut

cost

$65 million

1928 architect

John Eberson

Features

Spaces • 1,800-seat multipurpose theatre (Carpenter Theatre) • 200-seat flexible theatre (Gottwald Playhouse) • Multipurpose room (Rhythm Hall) • Gallery (Showcase Gallery)

Users • Broadway touring performances • Regional and local arts groups • Genworth BrightLights Education Center

The newly renovated Carpenter Theatre was built in 1928 as a Loew’s Theatre and operated as a movie theatre until 1979. It was restored and reopened as the Carpenter Center for the Performing Arts in 1983. The Carpenter Center, now the Carpenter Theatre, features a new, enlarged lobby and an entirely new stagehouse to accommodate Broadway shows. The complex also includes an intimate flexible theatre, multipurpose room, and a visual arts gallery.

Our services • Programming • Concept design • Theatre planning • Performance equipment design and specification

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

STANLEY CENTER FOR THE ARTS

Photo: Image House Productions

Utica, New York

architect

Westlake Reed Leskosky Cleveland, Ohio

opened

April 2008

acoustical consultant

Acoustic Dimensions New Rochelle, New York

cost

$18 million

1928 architect

Thomas Lamb

Features

Spaces • 2,963-seat multipurpose theatre

Users • Touring performances • Local and regional arts groups

The major component of this historic renovation was the complete rebuilding of the stagehouse and updated theatrical equipment and infrastructure. Significant improvements were also made to the back of house support spaces including dressing rooms, loading docks, access, and circulation. Public support spaces were also increased.

Our services • Programming • Concept design • Theatre planning • Performance equipment design and specification

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

ACADIANA CENTER FOR THE ARTS

Photo: Philip Gould

Lafayette, Louisiana

design architect

Eskew + Dumez + Ripple New Orleans, Louisiana

opening

2010

executive architect

Architects Southwest Lafayette, Louisiana

cost

$12 million

acoustical consultant

Akustiks South Norwalk, Connecticut

Features

Spaces • 300-seat courtyard theatre • Art galleries • Retail space and café

Users • Louisiana Crossroads (a locally produced radio program that celebrates the roots and culture of Louisiana) • Local and regional arts groups

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This 46,000 square foot multi-faceted arts and cultural facility is designed to respond to Acadiana’s reputation as the heart of a broad variety of cultures. The theatre accommodates a wide array of programming from theatrical presentations to Cajun music and dance.

Our services • Programming • Concept design • Theatre planning • Performance equipment design and specification

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

TEMPE CENTER FOR THE ARTS

Photo: John Edward Linden Photography

Tempe, Arizona

architects

acoustical consultant

Barton Myers Associates Los Angeles, California

opened

September 2007

Architekton Tempe, Arizona

cost

$47 million

ARUP Acoustics San Francisco, California

Features

Spaces • 600-seat multipurpose proscenium theatre • 200-seat flexible studio theatre • 3,400 square foot meeting room (Lakeside)

Users • A Ludwig Dance Theatre • Arizona Academy of the Performing Arts • Arizona Wind Symphony • Childsplay • Desert Dance Theater • Tempe Community Chorus • Tempe Little Theatre • Tempe Symphonic Wind Ensemble • Tempe Symphony Orchestra

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This new 80,000 square foot arts center is located within a 17-acre art park on the banks of Tempe’s Town Lake. The building’s monolithic roof form encloses a multistory interior “street” on which the performance venues and an art gallery sit as distinct building forms. The public spaces incorporate several public art pieces and offer striking views of the Rio Salado and nearby Papago Mountains.

Our services • Programming • Concept design • Theatre planning • Performance equipment design and specification

Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal • www.elmstreettheater.com

Jaffe Holden is a full service acoustic, audio/video, and IT infrastructure consulting firm with a passion for exceeding client and audience expectations. The firm provides consulting services for facilities of all types including museums, performing arts centers, academic learning environments, auditoriums, houses of worship, convention centers, municipal buildings, stadiums, hotels, and high-end residential and professional buildings. Since 1968, we have provided clients with the technical services and project management expertise that is essential to the successful completion of world-class projects. Clients count on Jaffe Holden for a broad range of consulting services that includes design for architectural acoustics, building sound isolation, mechanical system noise control, vibration analysis and isolation, sound reinforcement in addition to integrated audio, video, conferencing, digital signage and control systems for communication, sound, and audio/video. Pre-design services are offered to help clients identify what to build and construction administration services are offered to ensure that the acoustic aspects of the design are correctly implemented. The firm also offers commissioning services that have proved invaluable to clients during the critical period surrounding the opening of a facility. Jaffe Holden utilizes modern measurement equipment to perform acoustic surveys and analysis. Our in-house acoustic laboratory has a sound isolated semi-anechoic room in which we test acoustic devices, experiment with the latest materials, and create simulations and demonstrations to provide confidence in acoustic design decisions prior to construction. The collaborative manner of our process yields successful projects completed on time and within budget. JaffeHolden.com Headquarters: 114-A Washington Street, Norwalk, CT 06854 â&#x20AC;˘ 203.838.4167 Houston: 4617 Montrose Boulevard, Suite C201, Houston, TX 77006 â&#x20AC;˘ 713.807.7100

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Elm Street Theater Company / American Shakespeare Festival Theatre Redevelopment Proposal â&#x20AC;˘ www.elmstreettheater.com