HomeMy WebLinkAboutResolution 40-25RECORD OF RESOLUTIONS
BARRETT BROTHERS - DAYTON, OHIO Form 6301
Resolution No. 40-25 Passed ;
AUTHORIZING THE CITY MANAGER TO ENTER INTO A FACILITIES
MANAGEMENT AGREEMENT WITH SPORTS
FACILITIES MANAGEMENT, LLC
WHEREAS, the SportsOhio complex, which is commonly known by the street
address 6100 Dublin Park Drive, in the City of Dublin, and includes Franklin County
Parcel Numbers 274-000132, 274-000133, 274-000134, 274-000135, 274-000149,
274-000150, 274-000895, 273-005939, and 273-011256, is a well-established sports
complex located in the City of Dublin (‘SportsOhio);
WHEREAS, the SportsOhio complex and related parcels are shown on the attached
Exhibit A;
WHEREAS, SportsOhio offers several indoor and outdoor activities such as soccer
(through its Soccer First building), basketball and other indoor sports (through its
Field Sports building), and golf through its Golf Center;
WHEREAS, last year, the City of Dublin had an opportunity to purchase SportsOhio
from the longtime owner and did in fact purchase SportsOhio in September of 2024;
WHEREAS, the City’s acquisition of SportsOhio allowed the City to expand its parks
and recreation offering to the community, was necessary to meet Council’s goals of
creating a premier sports complex and to accelerate economic development in the
West Innovation District, and creates expansion opportunities with Darree Fields,
which is consistent with the City’s master planning efforts;
WHEREAS, the City owns the infrastructure, buildings, parking, lighting, sports
playing surfaces, sports equipment, and all other hard assets associated with the
SportsOhio athletic complex as the same exist now or may exist in the future
including improvements related thereto as the same exist now or may exist in the
future, known as the "SportsOhio" or any other name that may be identified in the
future ("Facility");
WHEREAS, in order to properly manage, grow, and capitalize on the opportunity
SportsOhio affords, the City sought to engage a professional management company
to operate the day-to-day functions of the Facility;
WHEREAS, after a rigorous and thorough public competitive selection process,
including soliciting Requests for Proposals, the City selected Sports Facilities
Management, LLC (“SFC”) to manage the facility;
WHEREAS, SFC has expertise in providing management services for athletic complex
facilities throughout the United States;
WHEREAS, the City desires for SFC to operate and manage the Facility subject to
the terms and conditions set forth in the negotiated Facility Management Agreement;
WHEREAS, the City and SFC have also discussed and contemplated SFC’s assistance
with identifying opportunities, studies, and assessments to expand the SportsOhio
operation to, among other potential opportunities, incorporate Darree Fields;
WHEREAS, the City and SFC desire to maintain SportsOhio as a premier sports
complex and agree to maintain the Facility consistent with other premier sports
complexes;
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Dublin, __ “7
of its elected members concurring, that:
Section 1. The City Manager is hereby authorized to execute a Facilities
Management Agreement with Sports Facilities Management, LLC, similar to the
attached agreement with changes consistent with this Resolution and that are not
RECORD OF RESOLUTIONS
BARRETT BROTHERS - DAYTON, OHIO Form 6301
Resolution No.__49-25 Passed Page 2 of 2 ;
detrimental to the City’s interests, for the purpose of managing the SportsOhio
complex.
Section 2. Council further hereby authorizes and directs the City Manager, the
Director of Law, the Director of Finance, the Clerk of Council, or other appropriate
officers of the City to take any other actions as may be appropriate to implement this
Resolution without further legislation being required.
Section 3. This Resolution shall take effect immediately in accordance with 4.04(a)
of the Dublin Revised Charter.
Passed this__ 23°" day of Chaos , 2025. La.
Mayor - Presiding Officer
To: Members of Dublin City Council
From: Megan D. O’Callaghan, City Manager
Date: June 18, 2025
Initiated By: Jaime Hoffman, Interim CFO/Director of Finance
Kendel L. Blake, Assistant to the City Manager
Re: Resolution 40-25 – Authorizing the City Manager to Enter Into a Facilities
Management Agreement with Sports Facilities Management, LLC
Background
In alignment with Council’s goal to create a premier athletic complex that advances both recreation
and economic vitality, staff recommends approval of the proposed agreement with the
competitively selected service provider to manage SportsOhio on the City’s behalf. This initiative
reflects Council’s vision to explore public-private partnership opportunities and develop a
comprehensive master plan. Background on the goal and the supporting activities completed to
date is provided below.
On July 1, 2024, Dublin City Council approved Ordinance 16-24, authorizing the $44.6 million
acquisition of approximately 242.562 acres of land from Steele Land Company, 6500 Dublin Park
Drive, LLC, and the Shepherd Irrevocable Trust. The properties—SportsOhio (97.523± acres),
Shepherd Excavating (7.93± acres), and Carter Farms (137.109± acres)—are in Franklin and
Madison Counties. This acquisition supports multiple City strategic initiatives, including economic
development, recreation, transportation, and alignment with key planning documents like the
Envision Dublin Community Plan and Parks and Recreation Master Plan.
The purchase presents an opportunity to integrate SportsOhio with Darree Fields to create a
premier sports complex capable of hosting a range of recreational sports, tournaments, and
community events, while also advancing City Council's visionary goals.
Steering Committee
To guide the future use and operations of the newly acquired SportsOhio property and related
parcels, the City formed a Steering Committee with broad representation from community
stakeholders and regional partners. City Council supported the formation of this committee during
the legislative process for the acquisition. The Steering Committee’s responsibilities include
providing input on the development of a Request for Proposals (RFP) for athletic complex
management services, reviewing submitted proposals, and recommending a selection to City
Council for approval.
Members of the Steering Committee include Vice Mayor Christina Alutto, Council Member Andy
Keeler, City Manager Megan O’Callaghan, Rebecca Call, Chair of the Planning and Zoning
Commission; Dr. William Burke, Dean of Ohio University Heritage College of Osteopathic Medicine
at Dublin; Scott Dring, President and CEO of Visit Dublin Ohio; Wendy Herb, General Manager of
the Chiller; Dr. David Lee, President of the OhioHealthy Medical Plan; Linda Logan, CEO and
President of the Greater Columbus Sports Commission; Patrice Kelley, Executive Director of the
Office of the City Manager
5555 Perimeter Drive • Dublin, OH 43017
Phone: 614.410.4400 Memo
Memo re. Resolution 40-25 – Authorizing the City Manager to Enter Into a Facilities Management Agreement
with Sports Facilities Management, LLC
June 18, 2025
Page 2 of 4
Dublin Soccer League; Scott Kilgren, Athletic Director of Dublin Youth Athletics; and Dan Sullivan,
Executive Director of The Memorial Tournament.
The Committee held its first meeting on September 17, 2024, which included a comprehensive
overview of the property acquisition, a review of Visit Dublin’s market demand and feasibility
study, and BakerTilly’s financial due diligence report. Committee members toured the SportsOhio,
Darree Fields, North Jewett and Shepherd Excavating sites and established three key goals for the
future athletic complex: financial sustainability, strong community engagement and economic
impact through regional and national events. A second meeting took place on October 11, 2024,
during which the Committee reviewed the draft RFP for athletic complex management, provided
feedback, and approved it for public advertisement.
Request for Proposals
Following the Steering Committee’s approval, the City publicly advertised the RFP for Athletic
Complex Management Services on October 17, 2024. The RFP outlined the City’s intention to
master plan the SportsOhio, Darree Fields, Shepherd Excavating and North Jewett properties,
signaling that respondents with experience and capacity to manage a large-scale, multi-use
athletic complex would be prioritized.
To enhance the proposal process, Communications and Marketing staff developed a virtual tour of
the facilities. The RFP was also sent directly to organizations that had expressed interest or were
identified through a benchmarking study of similar athletic complexes. A pre-proposal site tour was
held on October 30, 2024, with ten participants in attendance. During the response period, the
City issued two addenda to provide additional information and clarify the scope of the request. The
proposal submission deadline was November 15, 2024. The City received three formal proposals
from Golf Ranch, KemperSports and Sports Facilities Companies (SFC). Because the Golf Ranch
proposal focused exclusively on operating the Golf Center rather than the full complex, only the
proposals from KemperSports and SFC were advanced for further consideration.
Partner Selection
The Steering Committee convened for a third meeting on December 20, 2024, to review the two
finalist proposals and develop interview questions. On January 28, 2025, the Committee conducted
interviews with both KemperSports and SFC. Following these interviews and an in-depth review of
each proposal, the Committee unanimously selected Sports Facilities Companies (SFC) on February
19, 2025, as the preferred management provider for the SportsOhio complex.
SFC was chosen because its proposal and presentation best aligned with the goals established in
the RFP. Founded in 2003, SFC has supported more than 3,000 communities and advised on over
$15 billion in planned projects. The company specializes in outsourced management of preexisting
athletic complexes, currently operating more than 65 venues. SFC presented a detailed 90-day
transition plan that emphasized transparency, financial oversight, and diverse programming,
including both traditional sports and community events. Their programming strategy included
inclusive offerings such as youth leagues, senior fitness, and non-traditional activities, aimed at
maximizing both community use and economic impact.
Financially, SFC offered multiple partnership models tailored to the City’s preferences, including
fixed fee and incentive-based structures. Their proposal also included a custom maintenance plan,
operational protocols, and a comprehensive marketing strategy designed to elevate Dublin as a
premier destination for sports tourism. SFC's plan relied on digital campaigns, industry networking,
Memo re. Resolution 40-25 – Authorizing the City Manager to Enter Into a Facilities Management Agreement
with Sports Facilities Management, LLC
June 18, 2025
Page 3 of 4
and community-based outreach to ensure facility success and alignment with Dublin’s strategic
goals. The Steering Committee concluded that SFC’s experience, collaborative approach, and
strategic vision made them the ideal partner to manage the City’s new athletic complex. On March
3, 2025, Dublin City Council approved the recommendation by the Steering Committee and
directed staff to proceed with negotiating and formulating a Management Agreement with SFC.
Agreement Summary
Sports Facilities Management, LLC, SFC’s facility management company, engaged in detailed
negotiations with the City team addressing the anticipated expectations, interests, assumptions
and potential impacting factors of this significant project. Both the City team, including
representatives from BakerTilly, and the SFC team have developed an Agreement that satisfies the
interests of both parties and achieves the “Create a Premier Athletic Complex” goal, with regard to
operating the SportsOhio complex.
Under the proposed Facilities Management Agreement (“Agreement”), SFC will oversee all aspects
of the complex’s operations, including staffing, marketing, maintenance, event management,
sponsorship and advertising sales, and day-to-day activities.
Staffing
SFC is responsible for providing all staffing necessary for operating the complex, including a full-
time on-site General Manager and other Management-Level Employees such as the Marketing
Manager, Operations Manager, Membership Manager, Finance Manager and Sports Programming
Manager. All such personnel are engaged or hired by SFC with Dublin’s review and approval, and
their compensation, including salary, benefits and incentive bonuses, is governed by the approved
Operating Budget. The General Manager’s appointment is subject to Dublin’s prior approval,
although an interim appointment may be made by SFC for up to 180 days without such approval.
Employees will adhere to the standards outlined in SFC’s employee handbook, which is reviewed
and approved by the City. All compensation is administered through a Payroll Account maintained
by SFC. Additionally, in the event of contract termination, SFC retains discretion to deny any
requests from Dublin or its affiliates to hire its employees, and such employees may not retain or
transfer SFC’s proprietary materials.
Maintenance
SFC is responsible for all routine maintenance of the complex, including minor repairs, cleaning,
and servicing of equipment and infrastructure, which are classified as Operating Expenses and are
funded through the City’s Operating Account. Any emergency repairs necessary to address
imminent threats to safety or property must be undertaken immediately by SFC. However, capital
improvements or major repairs—defined as any expenditure exceeding $10,000 with a depreciable
life of more than five years—must be pre-approved by and funded directly by the City. SFC must
operate within the parameters of the approved budget, and any unbudgeted maintenance-related
expenses require submission to the City for budget amendment approval to be considered
reimbursable.
Operations
SFC is charged with overseeing all day-to-day operations of the complex. This includes event
management, customer service, marketing and promotions, security, utility coordination and
administration of third-party service providers. SFC may enter into Service Contracts and Revenue
Generating Contracts on behalf of the City to support the Facility’s operation, including with
Memo re. Resolution 40-25 – Authorizing the City Manager to Enter Into a Facilities Management Agreement
with Sports Facilities Management, LLC
June 18, 2025
Page 4 of 4
affiliated companies, as long as the terms are competitively priced. The Operating Account, owned
and funded by the City, is used to cover all budgeted Operating Expenses, while a separate Payroll
Account, maintained by SFC, is used to compensate staff. The City retains all ownership rights in
the complex and its assets, but grants SFC the authority to manage the complex within the scope
of the Agreement and approved Business Plan. Should Council authorize Agreement execution, SFC
would begin operations on July 1. This would allow for a one-month overlap with the current
operator to ensure a seamless transition. Upon execution of the Agreement, a termination letter
consistent with the terms of the City’s Temporary Management Agreement would be provided to
the current operators, notifying them that their final day of operation would be July 31.
Operating Budget and Annual Business Plan
Each year, SFC will develop and submit a proposed Operating Budget and Annual Business Plan at
least five months prior to the beginning of the Operating Year to align with the City’s budgeting
process. The City retains approval rights over the Budget and must fund the Operating Account
monthly in accordance with the approved budget to ensure continuity of operations. Funding for
the Operating Account will be provided from the City’s General Fund, subject to annual
appropriation by City Council. If the City fails to approve the proposed Budget or Business Plan,
operations will continue under the prior year’s plan, subject to appropriation of funds and
necessary adjustments. If agreement cannot be reached within 90 days of a budget disapproval,
either party may terminate the Agreement with 60 days’ written notice. Additionally, the City is
responsible for maintaining a designated level of working capital in the Operating Account to
ensure liquidity. Any unbudgeted Operating Expenses must be submitted as amendments and
approved by the City to be considered reimbursable under the Agreement.
Term
The term of this Agreement will begin on approximately July 1, 2025 and expire on December 31,
2029. The Agreement will automatically renew for up to three (3) additional periods of five (5)
years unless one party gives the other party notice of its intention not to renew at least one
hundred and eighty (180) days prior to the expiration of any Term or Renewal.
Management Fee/Incentives
SFC will be compensated through a combination of fixed and performance-based fees. A base
management fee of $20,000 per month is payable on the first day of each month. The Agreement
also includes incentive payment equal to 7.5% of food and beverage sales revenue, so long as that
revenue exceeds the threshold amount of $180,000 for the calendar year. The Agreement also
includes incentives for sponsorship and advertising revenue. SFC can earn 20% of sponsorship and
advertising revenue if it initiates the opportunity and 15% of sponsorship and advertising revenue
if the opportunity is initiated by the City. Any sponsorship or advertising must comply with the
City’s established guidelines or first be approved by the City in writing. Reimbursable expenses
such as travel must receive prior approval from the City and will be reimbursed based on
submitted receipts within 30 days. If the Agreement is terminated by the City for any reason other
than cause, SFC is entitled to an Early Termination Fee equal to six months of the then-current
base management fee.
Recommendation
Staff recommends adoption of Resolution 40-25 Authorizing the City Manager to Enter Into a
Facilities Management Agreement with Sports Facilities Management, LLC for operation of
SportsOhio.
1
FACILITY MANAGEMENT AGREEMENT
between
CITY OF DUBLIN, OHIO
and
SPORTS FACILITIES MANAGEMENT, LLC
Dated: _________________, 2025
2
FACILITY MANAGEMENT AGREEMENT
THIS FACILITY MANAGEMENT AGREEMENT (the "Agreement") is made and entered into
this ____ day of ______________, 2025 (the "Effective Date"), by and between the City of Dublin, Ohio,
an Ohio municipal corporation (the "Owner") and Sports Facilities Management, LLC, a Florida limited
liability company (the "Manager").
RECITALS
WHEREAS, the SportsOhio complex, which is commonly known by the street address 6100
Dublin Park Drive, in the City of Dublin, and includes Franklin County Parcel Numbers 274-000132,
274-000133, 274-000134, 274-000135, 274-000149, 274-000150, 274-000895, 273-005939, and 273-
011256, is a well-established sports complex located in the City of Dublin (“SportsOhio”);
WHEREAS, the SportsOhio complex and related parcels are shown on the attached Exhibit A;
WHEREAS, SportsOhio offers several indoor and outdoor activities such as soccer (through its
Soccer First building), basketball and other indoor sports (through its Field Sports building), and golf
through its Golf Center;
WHEREAS, last year, the City of Dublin had an opportunity to purchase SportsOhio from the
longtime owner and did in fact purchase SportsOhio in September of 2024;
WHEREAS, the City’s acquisition of SportsOhio allowed the City to expand its parks and
recreation offering to the community, was necessary to meet Council’s goals of creating a premier sports
complex and to accelerate economic development in the West Innovation District, and creates expansion
opportunities with Darree Fields, which is consistent with the City’s master planning efforts;
WHEREAS, Owner owns the infrastructure, buildings, parking, lighting, sports playing
surfaces, sports equipment, and all other hard assets associated with the SportsOhio athletic complex as
the same exist now or may exist in the future including improvements related thereto as the same exist
now or may exist in the future, known as the "SportsOhio" or any other name that may be identified in
the future ("Facility");
WHEREAS, in order to properly manage, grow, and capitalize on the opportunity SportsOhio
affords, the City sought to engage a professional management company to operate the day-to-day
functions of the Facility;
WHEREAS, after a rigorous and thorough public competitive selection process, including
soliciting Requests for Proposals, the City selected Sports Facilities Management, LLC (“SFC” or
“Manager”) to manage the facility;
WHEREAS, Manager has expertise in providing management services for athletic complex
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facilities throughout the United States;
WHEREAS, Owner and Manager desire for SFC to operate and manage the Facility subject to
the terms and conditions set forth herein;
WHEREAS, Owner and Manager have also discussed and contemplated Manager’s assistance
with identifying opportunities, studies, and assessments to expand the SportsOhio operation to, among
other potential opportunities, incorporate Darree Fields;
WHEREAS, Owner and Manager desire to maintain SportsOhio as a premier sports complex
and agree to maintain the Facility consistent with other premier sports complexes;
NOW THEREFORE, in consideration of the promises and covenants herein contained,
including the Recitals, and other good and valuable consideration, the receipt of which is hereby
acknowledged, Owner and Manager agree as follows:
ARTICLE 1
DEFINITIONS
1.1. Definitions. For purposes of this Agreement, the following terms have the meanings
referred to in this Section:
Affiliate: A person or company that directly or indirectly, through one or more intermediaries,
controls or is controlled by, or is under common control with, a specified person or company.
Agreement: The "Agreement" shall mean this Management Agreement, together with all
exhibits attached hereto (each of which are incorporated herein as an integral part of this Agreement), as
amended, supplemented or restated from time to time.
Capital Expenditures: All expenditures for building additions, alterations, repairs or
improvements and for purchases of additional or replacement furniture, machinery, or equipment, where
the cost of such expenditure is greater than Ten Thousand Dollars ($10,000) and the depreciable life of
the applicable item is, according to generally accepted accounting principles, in excess of five (5) years.
Commercial Rights: Naming rights, pouring rights, advertising, sponsorships, the branding of
food and beverage products for resale and memorial gifts at or with respect to the Facility.
Early Termination Fee: The term "Early Termination Fee" shall have the meaning ascribed to
such term in Section 4.3(a) of this Agreement.
Effective Date: "Effective Date" shall have the meaning ascribed to such term in the preamble
of this Agreement.
Emergency Repair: The repair of a condition which, if not performed immediately, creates an
imminent danger to persons or property and/or an unsafe condition at the Facility threatening persons or
4
property.
Event of Force Majeure: An act of God, fire, earthquake, hurricane, state emergency level
flooding, riot, civil commotion, terrorist act, terrorist threat, storm, washout, wind, lightning, landslide,
explosion, epidemic, inability to obtain materials or supplies, accident to machinery or equipment, any
law, ordinance, rule, regulation, or order of any public or military authority stemming from the existence
of economic or energy controls, hostilities or war, a labor dispute which results in a strike or work
stoppage affecting the Facility or services described in this Agreement, or any other cause or occurrence
outside the reasonable control of the party claiming an inability to perform and which by the exercise of
due diligence could not be reasonably prevented or overcome.
Existing Contracts: Service Contracts, Revenue Generating Contracts, and other agreements
relating to the day-to-day operation of the Facilities existing as of the Effective Date.
Facility: The "Facility" shall have the meaning ascribed to such term in the Recitals to this
Agreement.
FF&E: Furniture, fixtures and equipment to be procured for use at the Facilities.
General Manager: The employee of Manager acting as the full-time on-site general manager
of the Facilities.
Laws: Means all applicable laws, statutes, rules, regulations and ordinances.
Management-Level Employees: The General Manager, Marketing Manager, Operations
Manager, Membership Manager, Finance Manager, and Sports Programming Manager.
Manager: The term "Manager" shall have the meaning ascribed to such term in the Recitals to
this Agreement.
Operating Account: A separate interest-bearing account in the name of the Owner at a licensed
bank, to be designated by the Owner, where Revenue is deposited and from which Operating Expenses
are paid.
Operating Budget: A line-item budget for the Facility that includes a projection of Revenues
and Operating Expenses, presented on a monthly and annual basis, which remains in the control of the
Owner through its approval process.
Operating Expenses: All expenses incurred by Manager in connection with its operation,
promotion, maintenance and management of the Facilities, including but not limited to the following:
(i) employee payroll, bonuses and benefits (including payments to any national benefit system,
relocation costs, termination costs (including severance costs and payments in lieu of termination),
and related costs, (ii) cost of operating supplies, including general office supplies, (iii) advertising,
marketing, group sales, and public relations costs, (iv) cleaning expenses, (v) data processing costs, (vi)
dues, subscriptions and membership costs, (vii) the Fixed Management Fee, (viii) printing and stationary
costs, (ix) postage and freight costs, (x) equipment rental costs, (xi) minor repairs, maintenance, and
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equipment servicing, not including expenses relating to performing capital improvements or repairs, (xii)
security expenses, (xiii) telephone and communication charges, (xiv) travel and entertainment expenses
of Manager employees, (xv) cost of employee uniforms and identification, (xvi) exterminator and trash
removal costs, if applicable (xvii) computer, software, hardware and training costs, (xviii) parking
expenses, (xix) utility expenses, (xx) office expenses, (xxi) audit and accounting fees, (xxii) legal fees
subject to the authorization and approval of the Owner’s Law Director’s office in advance on the use of
outside legal counsel, reasonable legal fees arising from Manager’s day-to-day operation of the Facility,
but such fees shall not include under any circumstances any fees incurred by Manager in relation to: (1)
a dispute, including litigation, between the Owner and Manager, or (2) fees arising from a dispute,
including litigation, between Manager and any third party claimant, except that expenses relating to a
claim by a third party claimant shall be an Operating Expense provided that the claim is not: (1) covered
by insurance, Manager is required to maintain hereunder, and (2) Manager is not negligent or otherwise
at fault in causing such claim, which negligence shall be determined at the conclusion of the claim, and
prior to such determination being made Manager shall incur the legal cost and, if applicable, shall be
reimbursed by Owner at the conclusion of the claim;, (xxiii) all bond and insurance costs, including but
not limited to personal property, general liability, professional liability and worker's compensation
insurance, (xxiv) commissions and all other fees payable to third parties (e.g. commissions relating to
food, beverage and merchandise concessions services and commercial rights sales), (xxv) cost of
complying with any Laws, (xxvi) costs incurred by Manager to settle or defend any claims asserted
against Manager arising out of its operations at the Facilities on behalf of Owner; (xxvii) loss, costs,
damage, liability and any other obligations arising under or incurred under Service Contracts and other
agreements relating to Facility operations, and (xxviii) Taxes. The term "Operating Expenses" does not
include debt service on the Facility, Capital Expenditures or any Incentive Fees (all of which shall be the
responsibility of the Owner). Further, the parties recognize that certain Operating Expenses may not be
budgeted. Such unbudgeted Operating Expenses shall be required to be approved via a budget amendment
by the Owner in order to be considered an allowable Operating Expense pursuant to this Agreement.
Operating Year: Each twelve (12) month period during the Term, commencing on January 1
and ending on December 31, provided that the first Operating Year shall be a shortened year commencing
on the Effective Date and ending on December 31st of that year and the last Operating Year shall be a
shortened year, ending upon the expiration of this Agreement.
Operations Manual: The document that has been developed by Manager, which shall contain
terms regarding the management and operation of the Facility including detailed policies and procedures
to be implemented in operating the Facility, as reviewed and approved by the Owner in its sole control
and discretion.
Owner: The term "Owner" shall have the meaning ascribed to such term in the Recitals to this
Agreement.
Payroll Account: A separate account in the name of Manager at a licensed bank through which
all Facility staff and other personnel employed by Manager (including related payroll taxes), or engaged
by Manager as an independent contractor, are paid.
Recruitment Fee: The term "Recruitment Fee" shall have the meaning ascribed to such term in
Section 6.4 of this Agreement.
6
Regulatory Approvals: All applicable governmental or regulatory approvals, authorizations,
consents, licenses or permits.
Revenue: All revenues generated by Manager's operation of the Facility, including but not limited
to event ticket proceeds income, rental and license fee income, merchandise income, gross food and
beverage income, gross income from any sale of Commercial Rights, gross service income, equipment
rental fees, box office income, and miscellaneous operating income, but shall not include event ticket
proceeds held by Manager in trust for a third party and paid to such third party.
Revenue Generating Contracts: Vendor, concessions and merchandising agreements,
user/rental agreements, booking commitments, licenses, and all other contracts or agreements generating
revenue for the Facility and entered into in the ordinary course of operating the Facility.
Service Contracts: Agreements for services to be provided in connection with the operation of
the Facility, including without limitation agreements for consulting services, ticketing, web development
and maintenance, computer support services, FF&E purchasing services, engineering services, electricity,
steam, gas, fuel, general maintenance, HVAC maintenance, telephone, staffing personnel including
guards, ushers and ticket-takers, extermination, elevators, stage equipment, fire control panel and other
safety equipment, snow removal and other services which are deemed by Manager to be either necessary
or useful in operating the Facility.
Taxes: Any and all governmental assessments, franchise fees, excises, license and permit fees,
levies, charges and taxes, of every kind and nature whatsoever, which at any time during the Term may
be assessed, levied, or imposed on, or become due and payable out of or in respect of, (i) activities
conducted on behalf of the Owner at the Facility, including without limitation the sale of concessions,
the sale of tickets, and the performance of events (such as any applicable sales and/or admissions taxes,
use taxes, excise taxes, occupancy taxes, employment taxes, and withholding taxes), or (ii) any payments
received from any holders of a leasehold interest or license in or to the Facility, from any guests, or from
any others using or occupying all or any part of the Facility.
Term: The term "Term" shall have the meaning ascribed to such term in Section 4.1 of this
Agreement.
ARTICLE 2
SCOPE OF SERVICES
2.1 Engagement.
(a) Owner hereby engages Manager during the Term to act as the sole and exclusive
manager and operator of the Facility, subject to and as more fully described in this Agreement, and, in
connection therewith, to perform the services described herein and in Exhibits B and C attached hereto.
(b) Manager hereby accepts such engagement, and shall perform the services described
herein, subject to the limitations expressly set forth in this Agreement.
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2.2 Limitations on Manager's Duties. Manager's obligations under this Agreement are
contingent upon and subject to the Owner making available, in a timely fashion, the funds budgeted for
and/or reasonably required by Manager to carry out such obligations during the Term. Manager shall
not be considered to be in breach or default of this Agreement and shall have no liability to the Owner
or any other party, in the event Manager does not perform any of its obligations hereunder due to failure
by the Owner to timely provide such funds. Manager is the day-to-day operator of the Facility, while
Owner retains exclusive ownership and control of the Facility.
ARTICLE 3
COMPENSATION
3.1 Management Fees. In consideration of Manager's performance of its services
hereunder, Owner shall pay Manager those payments as further set forth in Exhibit C attached hereto.
ARTICLE 4
TERM; TERMINATION
4.1 Term. The term of this Agreement (the "Term") shall begin on the Effective Date and,
unless sooner terminated pursuant to the provisions of Section 4.2 below, shall expire on December 31,
2029, subject to the annual appropriation of funds by Owner, at which time this Agreement shall
automatically renew for up to three (3) additional periods of five (5) years (each "Renewal Term")
unless one party gives the other party notice of its intention not to renew at least one hundred and eighty
(180) days prior to the expiration of any Term or Renewal.
4.2 Early Termination. This Agreement may be terminated by Owner or Manager, with or
without cause, at any time by providing the other party with written notice on or before the date such
terminating party wishes to terminate this Agreement (the "Termination Date").
(a) For Owner’s Convenience: Owner shall have the right to terminate this
Agreement for any reason or no reason subject to section 4.3 below.
(b) For Manager’s Convenience: Manager shall have the right to terminate this
Agreement for any reason or no reason upon twelve (12) months’ notice to Owner.
(c) For Cause by Owner: Owner shall have the right to terminate this Agreement for
Cause at any time. Upon termination by Owner for cause, Manager shall promptly vacate the Facility
and no Early Termination Fee or other compensation, damages or lost profits related to early termination
shall be due or payable to Manager. Cause for termination shall include, but not be limited to, Manager’s
failure to cure the breach of any material provision in this Agreement within twenty (20) days after
receipt of written notice to cure from Owner detailing that breach; except that in the event that a cure is
not objectively possible within twenty (20) days after that notice, Owner shall not be entitled to terminate
for cause where Manager shall commence to cure the noticed breach as fully as possible within that
twenty (20) day period and thereafter diligently and continuously pursue that cure to a successful
8
completion within sixty (60) days after that notice.
(d) For Cause by Manager: Manager shall have the right to terminate this Agreement
for Cause at any time. Termination for cause by Manager shall be contingent upon Manager promptly
vacating the Facility and taking nothing of value from Owner without Owner’s written permission.
Manager expressly waives any possessory lien rights or right of set-off it might have against any of
Owner’s property or assets. Cause for termination shall include, but not be limited to, Owner’s (i)
repeated failure to timely pay into the Operating Account budgeted Owner contributions; (ii) Owner’s
failure to cure the breach of any material provision in this Agreement within twenty (20) days after
receipt of written notice to cure from Manager detailing that breach; except that in the event that a cure
is not objectively possible within twenty (20) days after that notice, Manager shall not be entitled to
terminate for cause where Owner shall commence to cure the noticed breach as fully as possible within
that twenty (20) day period and thereafter diligently and continuously pursue that cure to a successful
completion within sixty (60) days after that notice.
(e) In the event of non-appropriation of funding by Dublin City Council, this
Agreement shall terminate, subject to the Early Termination Fee (as defined below) in Section 4.3(a),
as of December 31 of the last fiscal year for which funds were appropriated.
4.3 Effect of Early Termination.
(a) Upon termination by the Owner for any reason other than for "cause" due to
Manager's breach of any material provision herein, without cure by Manager following written notice
from Owner detailing such breach of this Agreement, Owner shall pay to Manager a termination fee
(the "Early Termination Fee") on the Termination Date that is equal to six months of the current
management fee. In the Event that Owner terminates this Agreement, Owner shall have the right to
request that Manager vacate the property and cease all management activities related to the Facility, in
which case Owner shall pay Manager the Termination Fee as set forth above.
(b) Upon termination or expiration of this Agreement for any reason, (i) Manager shall
promptly discontinue the performance of all services hereunder, (ii) the Owner shall promptly pay
Manager all fees due Manager up to the date of termination or expiration (subject to proration if the
Term ends other than at the end of the Operating Year), (iii) Manager shall make available to the Owner
all data, electronic files, documents, procedures, reports, estimates, summaries, and other such
information and materials with respect to the Facilities as may have been accumulated by Manager in
performing its obligations hereunder, whether completed or in process, and (iv) without any further
action on part of Manager or Owner, the Owner shall, or shall cause the successor Facility manager to,
assume all obligations arising after the date of such termination or expiration, under any Service
Contracts, Revenue Generating Contracts, booking commitments and any other Facility agreements
entered into by Manager in furtherance of its duties hereunder. Notwithstanding the foregoing, Manager
is under no duty to provide certain proprietary confidential materials or intellectual property to the
Owner, including but not limited to national benchmarking formulas, key performance indicators
reports, employee manuals, employee training materials, employee performance evaluations, financial
forecasting formulas, Manager's internal databases or contact lists, Manager's operations manuals,
9
and/or other intellectual property developed by and maintained by the Manager and which it may use in
its regular course of business to provide services to clients similar to Owner. Any obligations of the
parties that are specifically intended to survive expiration or termination of this Agreement shall survive
expiration or termination hereof.
ARTICLE 5
OWNERSHIP; USE OF THE FACILITY
5.1 Ownership of Facility, Data, Equipment and Materials. The Owner will at all times
retain ownership and exclusive control of the Facilities, including but not limited to real estate, technical
equipment, furniture, displays, fixtures and similar property, including improvements made during the
Term, at the Facility. Any data, equipment or materials furnished by Owner to Manager or acquired by
Manager as an Operating Expense shall remain the property of Owner and shall be returned to Owner
when no longer needed by Manager to perform under this Agreement. Notwithstanding the above,
Owner shall not have the right to use any third-party software licensed by Manager for general use by
Manager at the Facility and other facilities managed by Manager, the licensing fee for which is
proportionately allocated and charged to the Facility as an Operating Expense; such software may be
retained by Manager upon expiration or termination hereof. Furthermore, Owner recognizes that the
Operations Manual to be developed and used by Manager hereunder is proprietary to Manager and shall
belong to Manager at the end of the Term; Owner shall not use or maintain copies thereof upon the end
of the Term.
5.2 Right of Use by Manager. The Owner hereby gives Manager the right to use and license
(for events approved by Owner) the Facility for the Term, and Manager accepts such right of use, for
the purpose of performing the services herein specified, including the operation and maintenance of all
physical and mechanical facilities necessary for, and related to, the operation, maintenance and
management of the Facility. The Owner shall provide Manager with a sufficient amount of suitable
office space in the Facility (exact office space to be mutually agreed by the parties) and with such office
equipment as is reasonably necessary to enable Manager to perform its obligations under this
Agreement. Any space being utilized by Manager will not be subject to any lease and there will be no
conveyance of property rights in the Facility. In addition, the Owner shall make available to Manager,
at no cost, parking spaces adjacent to the Facility for all of Manager's full-time employees and for the
Facility’s event staff.
5.3 Right of Use of Staff by Manager. Manager shall have the right to utilize its employees
as needed to support Manager’s organization as a whole, including but not limited to travel for training
and temporary staffing coverage.
5.4 Observance of Agreements. The Owner agrees to pay, keep, observe and perform all
payments, terms, covenants, conditions and obligations under any leases, bonds, debentures, loans and
other financing and security agreements to which the Owner is bound in connection with its ownership
of the Facility.
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ARTICLE 6
PERSONNEL
6.1 Generally. All Facility staff and other personnel shall be engaged or hired by Manager
in its sole discretion, except that Owner shall preapprove the employment of Management-Level
Employees, and shall be employees, agents or independent contractors of Manager, and not of the
Owner. Manager shall select employees, subject to Owner's right to approve the Operating Budget. The
Operating Budget shall define the number, function, qualifications, and compensation, including salary
and benefits, of its employees and shall control the terms and conditions of employment (including
without limitation termination thereof) relating to such employees. Manager agrees to use reasonable
and prudent judgment in the selection and supervision of such personnel. Owner specifically agrees that
Manager shall be entitled to pay its employees, as an Operating Expense, bonuses and benefits in
accordance with Manager's then current employee manual, which is reviewed and approved by Owner
as part of the Operating Budget.
6.2 General Manager and Management-Level Employees. Personnel engaged by
Manager will include a full-time on-site General Manager and other Management-Level Employees.
Hiring of the General Manager by Manager require the prior approval of the Owner, which approval
shall not be unreasonably withheld or delayed; provided, however, in the event of a vacancy in the
General Manager position, Manager may, upon notice to the Owner, temporarily fill such position with
an interim General Manager for up to one hundred eighty (180) days without the necessity of obtaining
the Owner's approval. The General Manager will have general supervisory responsibility for Manager
and will be responsible for day-to-day operations of the Facility, supervision of employees, and
management and coordination of all activities associated with events taking place at the Facility.
6.3 Work Environment. Employees will be required to work to the standards outlined in
the most current version of Manager’s employee handbook, which may be reviewed by Owner upon
request. Owner shall not require employees of Manager to vary from those employment standards either
directly, or indirectly through impacting decisions, including but not limited to not funding the correct
staffing level, not providing safe work tools and a safe work environment, or an environment
inconsistent with Manager’s values.
6.4 Post-Termination Employment. In the event of termination, or in any case where
Owner, and/or its affiliated agencies or entities, expresses an interest in hiring Manager’s employee(s)
to work at the Facility, Manager shall reserve the right to agree or deny such a request. In the event that
Manager elects to permit Owner to hire Manager's employee(s), Owner shall provide the Manager with
a one-time fee (the "Recruitment Fee") equal to six (6) months' gross salary and benefits. In any of these
events described, the Manager's employee would not retain the Manager's intellectual material in any
future employment. Employees who were employed by Owner at the time of the execution of the
Agreement will not be subject to a Recruitment Fee.
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ARTICLE 7
PROCEDURE FOR HANDLING INCOME
7.1 Operating Account. Except as otherwise agreed to by the parties in writing all Revenue
derived from the operation of the Facility shall be deposited by Manager into the Owner’s Operating
Account as soon as practicable upon receipt (but not less often than once each business day). The specific
procedures (and authorized individuals) for making deposits to and withdrawals from such account shall
be set forth in the Operations Manual, but the parties specifically agree that Manager shall have authority
to sign checks and make withdrawals from such account, subject to the limitation contained in this
Agreement, without needing to obtain the co-signature of an Owner employee or representative. The
Owner will have access, visibility and control of all accounts owned by the Facility.
ARTICLE 8
FUNDING
8.1 Source of Funding. Manager shall pay all items of expense for the operation,
maintenance, supervision and management of the Facility from the funds in the Operating Account, which
Manager may access periodically solely for this purpose. The Operating Account shall be funded with
amounts generated by operation of the Facility (as described in Article 7 above) or otherwise made
available by the Owner. To ensure sufficient funds are available in the Operating Account, Owner will
deposit in the Operating Account, on or before the Effective Date, the budgeted or otherwise approved
expenses for the month beginning on the Effective Date. The Owner shall thereafter, on or before the first
(1st) day of each succeeding month following the Effective Date, deposit (or allow to remain) in the
Operating Account the budgeted or otherwise approved expenses for each such month. Manager shall have
no liability to the Owner or any third party in the event Manager is unable to perform its obligations
hereunder, or under any third-party contract entered into pursuant to the terms hereof, due to the fact that
sufficient funds are not made available to Manager to pay such expenses in a timely manner.
8.2 Advancement of Funds. Under no circumstances shall Manager be required to pay for or
advance any of its own funds to pay for any Operating Expenses. In the event that, notwithstanding the
foregoing, Manager agrees to advance its own funds to pay Operating Expenses, Owner shall reimburse
Manager for the full amount of such advanced funds within 30 days Owner will also fund an amount to be
included in the budget, that will be accounted for as Owner’s asset, to be used as operating funds and
working capital. The “working capital” will be the baseline account balance for the Operating Account
and Owner will contribute funds as needed to maintain that minimum amount in the Operating Account.
ARTICLE 9
FACILITY CONTRACTS; TRANSACTIONS WITH
AFFILIATES
9.1 Existing Contracts. The Owner shall provide to Manager, on or before the Effective
Date, full and complete copies of all Existing Contracts. Manager shall administer and use reasonable
commercial efforts to assure compliance with such Existing Contracts to the extent provided to
Manager.
9.2 Execution of Contracts. Manager shall have the right to enter into Service Contracts,
Revenue Generating Contracts and other contracts related to the operation of the Facility, as agent on
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behalf of the Owner. Any such material agreements shall contain standard indemnification and insurance
obligations on the part of each vendor, licensee or service provider, as is customary for the type of
services or obligations being provided or performed by such parties.
9.3 Transactions with Affiliates. In connection with its obligations hereunder relating to
the purchase or procurement of services for the Facility (including without limitation food and beverage
services, ticketing services and Commercial Rights sales), Manager may purchase or procure such
services, or otherwise transact business with, an Affiliate of Manager, provided that the prices charged
and services rendered by such Affiliate are competitive with those obtainable from any unrelated parties
rendering comparable services. Manager shall, if requested by Owner, provide reasonable evidence
establishing the competitive nature of such prices and services, including if appropriate, competitive
bids from other persons seeking to render such services at the Facility.
ARTICLE 10
AGREEMENT MONITORING AND GENERAL MANAGER
10.1 Contract Administrator. Each party shall appoint a contract administrator who shall
monitor such party 's compliance with the terms of this Agreement. Manager's contract administrator
shall be its General Manager at the Facility, unless Manager notifies Owner of a substitute contract
administrator in writing. Owner shall notify Manager of the name of its contract administrator within
thirty (30) days of execution hereof. Any and all references in this Agreement requiring Manager or
Owner participation or approval shall mean the participation or approval of such party 's contract
administrator.
ARTICLE 11
INSURANCE
11.1 Types of Coverage; Certificates of Insurance. Manager and Owner agree to obtain
insurance coverage in the following manner and amount. Owner and Manager shall within 30 days after
the Effective Date furnish to the other party certificates of all of the insurance as well as certificates of
renewal no later than ten (10) days prior to the expiration of each policy. Such insurance policies (as
reflected by current certificates) held by Manager shall provide that the Additional Insureds are listed as
additionally named insureds on the policies. Manager will provide reasonable notice to Owner upon
receipt of any intention by Insurer to cancel, not renew or make any adverse change in coverage. All
certificates, cancellation, nonrenewal or adverse change notices shall be mailed to the respective
addresses listed in the definition of Additional Insured, or at such other address as an Additional Insured
shall give Manager written notice. New Certificates of Insurance are to be provided to the Additional
Insureds at least 15 days after coverage renewals. If requested by the Owner, Manager shall furnish
complete copies of insurance policies, forms and endorsements.
11.2 Owner's Policies. Owner shall be responsible for obtaining and administering insurance
in connection with the Facility as follows:
(a) Property Insurance. Owner shall also procure and maintain fire and extended
coverage casualty insurance, and (if appropriate) flood insurance, regarding the Facility in amounts and
with companies acceptable to Owner in its sole discretion.
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(b) Commercial General Liability. Owner shall procure and maintain, at the Owner’s
sole expense, a Commercial General Liability policy with a combined single limit of $1,000,000 per
occurrence and a general annual aggregate limit of $3,000,000. All such insurance shall be on an
“occurrence” basis.
11.2 Manager's Policies. Manager shall be responsible for obtaining and administering
insurance in connection with the Facility as follows:
(a) General Liability. Manager shall procure and maintain as a Facility Operating
Expense a general liability policy (including contractual liability insurance, including an umbrella policy,
and including hired, non-owned auto coverage, and abuse and molestation coverage) which insures
Manager and which includes Owner as an additional named insured, with a general liability policy
(including contractual liability insurance) with a combined single limit of $1,000,000 per occurrence, a
general annual aggregate limit of $5,000,000, and a $10,000,000 umbrella policy. All such insurance
shall be on an occurrence basis.
(b) Professional Liability. Manager shall procure and maintain, as a Facility
Operating Expense, a professional liability policy,
(c) Workers Compensation. Manager shall procure and maintain as a Facility
Operating Expense worker’s compensation insurance required under applicable Ohio state law.
ARTICLE 12
COVENANTS AND REPRESENTATIONS
12.1 Owner's Covenants and Representations. Owner makes the following covenants and
representations to Manager, which covenants, and representations shall, unless otherwise stated herein,
survive the execution and delivery of this Agreement:
(a) Owner's Status. Owner is a municipality duly organized, validly existing, and
in good standing under the laws of the State of Ohio with full power and authority to enter into this
Agreement and execute all documents required hereunder.
(b) Authorization. The making, execution, delivery, and performance of this
Agreement by Owner has been duly authorized and approved by requisite action and this Agreement has
been duly executed and delivered by Owner and constitutes a valid and binding obligation of Owner,
enforceable in accordance with its terms and applicable laws.
(c) Effect of Agreement. To Owner's best knowledge, without duty of inquiry,
neither the execution and delivery of this Agreement by Owner nor Owner's performance of any
obligation hereunder: (i) will constitute a violation of any law, ruling, regulation, or order to which Owner
is subject; or (ii) shall constitute a default of any term or provision or shall cause an acceleration of the
performance required under any other agreement or document (A) to which Owner is a party or is
otherwise bound, or (B) to which the Facility or any part thereof is subject.
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(d) Ownership Rights. Owner shall maintain the property interests in the Facility
necessary to enable Manager to perform its duties pursuant to this Agreement peaceably and quietly.
Owner represents and warrants that Manager's performance of the services required by this Agreement
shall not violate the property rights or interests of any other Person.
(e) Documentation. If necessary to carry out the intent of this Agreement, Owner
agrees to execute and provide to Manager, on or after the Effective Date, any and all other instruments,
documents, conveyances, assignments, and agreements which Manager may reasonably request in
connection with the operation of the Facility.
12.2 Manager's Covenants and Representations. Manager makes the following covenants
and representations to Owner, which covenants, and representations shall, unless otherwise stated
herein, survive the execution and delivery of this Agreement:
(a) Corporate Status. Manager is a limited liability company duly organized,
validly existing, and in good standing under the laws of the State of Florida and authorized to transact
business throughout the United States with full corporate power to enter into this Agreement and execute
all documents required hereunder.
(b) Authorization. The making, execution, delivery, and performance of this
Agreement by Manager has been duly authorized and approved by all requisite action of the board of
directors of Manager, and this Agreement has been duly executed and delivered by Manager and
constitutes a valid and binding obligation of Manager, enforceable in accordance with its terms and
applicable laws.
(c) Effect of Agreement. To Manager's best knowledge, without duty of inquiry,
neither the execution and delivery of this Agreement by Manager nor Manager's performance of any
obligation hereunder (i) will constitute a violation of any law, ruling, regulation, or order to which
Manager is subject; or (ii) shall constitute a default of any term or provision or shall cause an acceleration
of the performance required under any other agreement or document to which Manager is a party or is
otherwise bound.
12.3 Indemnification.
(a) Indemnification by Manager. Manager agrees to defend, indemnify and hold
harmless the Owner and its officials, directors, officers, employees, agents, successors and assigns against
any claims, causes of action, costs, expenses (including reasonable attorneys' fees) liabilities, or damages
(collectively, "Losses") suffered by those parties, arising out of or in connection with any (i) grossly
negligent act or omission, or willful misconduct, on the part of Manager or any of its employees or agents
in the performance of its obligations under this Agreement; or (ii) breach by Manager of any of its
representations, covenants or agreements made herein.
(b) Indemnification by Owner. To the extent allowed by Ohio law, Owner agrees to
defend, indemnify and hold harmless the Manager and its managers, directors, officers, employees, agents,
successors and assigns against any claims, causes of action, costs, expenses (including reasonable attorneys'
fees) liabilities, or damages (collectively, "Losses") suffered by those parties, arising out of or in connection
with any (i) grossly negligent act or omission, or willful misconduct, on the part of Owner or any of its
15
employees or agents in the performance of its obligations under this Agreement; or (ii) breach by Owner of any
of its representations, covenants or agreements made herein. Owner has advised Manager that Ohio law
currently does not permit Owner to indemnify.
(c) Conditions to Indemnification. With respect to each separate matter brought by any
third party against which a party hereto ("Indemnitee") is indemnified by the other party ("Indemnitor") under
this Section, the Indemnitor shall be responsible, at its sole cost and expense, for controlling, litigating,
defending and/or otherwise attempting to resolve any proceeding, claim, or cause of action underlying such
matter, except that (a) the Indemnitee may, at its option, participate in such defense or resolution at its expense
and through counsel of its choice; (b) the Indemnitee may, at its option, assume control of such defense or
resolution if the Indemnitor does not promptly and diligently pursue such defense or resolution, provided that
the Indemnitor shall continue to be obligated to indemnify the Indemnitee hereunder in connection therewith;
and (c) neither Indemnitor nor Indemnitee shall agree to any settlement without the other party 's prior
written consent (which shall not be unreasonably withheld or delayed). In any event, Indemnitor and Indemnitee
shall in good faith cooperate with each other and their respective counsel with respect to all such actions or
proceedings, at the Indemnitor's sole expense. With respect to each and every matter with respect to which
any indemnification may be sought hereunder, upon receiving notice pertaining to such matter, Indemnitee
shall promptly (and in no event more than ten (10) days after any third-party litigation is commenced
asserting such claim) give reasonably detailed written notice to the Indemnitor of the nature of such matter
and the amount demanded or claimed in connection therewith.
(d) Survival. The obligations of the parties contained in this Section shall survive
the termination or expiration of this Agreement.
ARTICLE 13
MISCELLANEOUS
13.1 Relationship. Manager and Owner shall not be construed as joint venturers or general
partners of each other, and neither shall have the power to bind or obligate the other party except as set
forth in this Agreement. Manager understands and agrees that the relationship to Owner is that of
independent contractor, and that it will not represent to anyone that its relationship to Owner is other
than that of independent contractor. Nothing herein shall deprive or otherwise affect the right of either
party to own, invest in, manage or operate property, or to conduct business activities, which are
competitive with the business of the Facility. Manager covenants and agrees that even though it may
have a management responsibility for other similar properties, which from “time to time" may be
competitive with the Facility, Manager shall always represent the Facility fairly and deal with Owner
on an equitable basis.
Manager has the right to display its brand and marks in the Facility and on the Facility’s
marketing materials in a manner that complies with all existing local, state, and federal rules, laws, and
regulations. Any signage must be reviewed and approved by the City of Dublin pursuant to its Codified
Ordinances. Manager has the right to use and store the database and contact information of the customers
of the Facility.
13.2 Representations. Owner represents and warrants: (i) that Owner has full power and
authority to enter this Agreement; (ii) that to the best of Owner's knowledge, the property on which the
Facility is located is zoned for the intended use; (iii) that all permits for the operation of the Facility
16
have or will be secured and are or will be current; (iv) that the Facility and its operation do not violate
any applicable statues, laws, ordinances, rules, regulations, orders, or the like (including, but not limited
to, those pertaining to hazardous or toxic substances); and (v) that no unsafe condition exists.
13.3 Assignment. This Agreement shall not be assigned by either party without the express
written consent of the non-assigning party except that Owner may assign this Agreement to the Dublin
Community Improvement Corporation (“CIC”), a corporation for non-profit and the economic
development agency of the City of Dublin. Except for an assignment by Owner to the Dublin CIC, any
such other assignment made without proper consent shall be deemed void.
13.4 Benefits and Obligations. The covenants and agreements herein contained shall inure
to the benefit of and be binding upon the parties hereto and their respective heirs, executors, successors,
and assigns.
13.5 Fees for Other Professional Services. Subject to the prior written approval of the
Owner, which approval shall not be unreasonably withheld, Owner shall pay reasonable expenses
incurred by Manager in obtaining financial advice, tax and audit advice, code compliance and
engineering device, regarding compliance with any law affecting the Facility or any activities related to
it.
13.6 Building Compliance. Manager does not assume and is given no responsibility for
compliance of the Facility or any equipment therein with the requirements of any building codes or with
any statute, ordinance, law, or regulation of any governmental body or of any public authority or official
thereof having jurisdiction, except to notify Owner promptly, or forward to Owner promptly, any
complaints, warnings, notices, or summonses received by Manager relating to such matters. Owner
represents that to the best of Owner's knowledge, the Facility and all such equipment contained therein
comply with all such requirements, and Owner authorized Manager to disclose the ownership of the
Facility to any such officials and agrees to indemnify and hold Manager, its representatives, servants,
and employees, harmless of and from all loss, cost, expense, and liability whatsoever which may be
imposed by reason of any present or future violation or alleged violation of such laws, ordinances,
statues, or regulations.
13.7 Notices. All notices provided for in this Agreement shall be in writing and served by
registered or certified mail, return receipt requested, postage prepaid, at the following addresses until
such time as written notice of a change of address is given to the other party:
If to Owner: City of Dublin, Ohio
c/o Megan O’Callaghan, City Manager
5555 Perimeter Drive
Dublin, OH 43017
With a copy to:
Frost Brown Todd LLP
c/o Yazan S. Ashrawi
17
10 W Broad Street, Suite 2300
Columbus, OH 43215
If to Manager: Sports Facilities Management, LLC
Attention: Jason Clement, Manager
600 Cleveland Street, Suite 910
Clearwater, FL 33755
Email: jclement@sportsfacilities.com
with a copy to: Bruce Rector
General Counsel
Sports Facilities Management,
LLC 600 Cleveland Street, Suite
910
Clearwater, FL 33755
Email: brector@sportsfacilities.com
13.8 Owner Responsible for Payments. Upon termination of or withdrawal from this
Agreement, Owner shall assume the obligations of any contract or outstanding bill executed by Manager
under this Agreement for and on behalf of Owner and responsibility for payment of all unpaid bills,
provided that such obligation has been approved by Owner as set forth in Section 6.1.
13.9 Headlines. All headings and subheadings employed within this Agreement and in the
accompanying schedules and exhibits are inserted only for convenience and ease of reference and are
not to be considered in the construction or interpretation of any provision of this Agreement.
13.10 Force Majeure. Any delays in the performance of any obligation of Manager under
this Agreement shall be excused to the extent that such delays are caused by an Event of Force Majeure
as defined herein.
13.11 Entire Agreement. This Agreement, including any specified attachments, constitutes
the entire agreement between Owner and Manager with respect to the management and operation of the
Facility and supersedes and replaces any and all previous management agreements entered into or/and
negotiated between Owner and Manager relating to the Facility covered by this Agreement. No change
to this Agreement shall be valid unless made by supplemental written agreement executed and approved
by Owner and Manager. Except as otherwise provided herein, any and all amendments, additions, or
deletions to this Agreement shall be null and void unless approved by Owner and Manager in writing.
Each party to this Agreement hereby acknowledges and agrees that the other party has made no
warranties, representations, covenants, or agreements, express or implied, to such party, other than those
expressly set forth herein, and that each party, in entering into and executing this Agreement, has relied
upon no warranties, representations, covenants, or agreements, express or implied, to such party, other
than those expressly set forth herein.
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13.12 Rights Cumulative; No Waiver. No right or remedy herein conferred upon or
reserved to either of the parties to this Agreement is intended to be exclusive of any other right or
remedy, and each and every right and remedy shall be cumulative and in addition to any other right or
remedy given under this Agreement or now or hereafter legally existing upon the occurrence of an event
of default under this Agreement. The failure of either party to this Agreement to insist at any time upon
the strict observance or performance of any of the provisions of this Agreement, or to exercise any right
or remedy or be construed as a waiver or relinquishment of such right or remedy with respect to
subsequent defaults. Every right and remedy given by this Agreement to the parties may be exercised
from "time to time" and as often as may be deemed expedient by those parties.
13.16 Applicable Law. The execution, interpretation, and performance of this Agreement
shall in all respects be controlled and governed by the laws of the State of Ohio. Any civil action or legal
proceeding arising out of or relating to this Agreement shall be brought in the courts of record of the
State of Ohio in Franklin County. or the United States District Court, Southern District of Ohio. Each
party consents to the sole and proper jurisdiction of such court in any such civil action or legal
proceeding and waives any objection to the laying of venue of any such civil action or legal proceeding
in such court.
13.17 Acknowledgement. The parties hereto acknowledge that they have been provided with
a copy of this Agreement for review prior to signing it, that they have been given the opportunity to
review it prior to signing it, that they have been given the opportunity to have this Agreement reviewed
by their attorney prior to signing it, and that they understand the purposes and effect of this Agreement.
13.18 Severability. If any provision or provisions of this Agreement shall be held to be
invalid or unenforceable, such invalidity or unenforceability shall not affect any other provisions of this
Agreement, and this Agreement shall be construed and enforced as if such provision or provisions had
not been included.
13.19 Intellectual Property. Owner acknowledges that Manager has certain intellectual
property, trade secrets and proprietary business techniques ("Intellectual Property ") that it will on behalf
of Owner to meet its obligations under this Agreement. Owner acknowledges that it obtains no
ownership rights whatsoever in the Intellectual Property and, upon termination of this Agreement,
Manager shall retain all rights to the Intellectual Property and remove such Intellectual Property from
the Facility and its operations. For purposes of this Agreement, the term Intellectual Property shall
include, without limitation, analytical tools and documented procedures for forecasting, performance
tracking, operational and marketing systems that are unique to Manager's approach, staff training
programs, program curriculum and agendas, rights to certain discounts or programs that Manager has
negotiated for Manager-operated facilities, and other intellectual property which Manager has
previously introduced to the Facility and of which Manager is an author. Manager acknowledges that
Owner is subject to Ohio’s public records laws and must comply with the same. Should Owner receive
any public records request for Intellectual Property, Owner shall notify Manager within 3 business days
of receipt of the request. Manager shall be responsible for making any claims or defenses against the
disclosure of any such records and shall indemnify and hold harmless Owner for disclosure of
Intellectual Property in response to a legitimate public records request.
[SIGNATURE PAGE TO FOLLOW]
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed as of the day and year
first above written.
Attest:
Print Name:
OWNER:
BY:
Megan D. O’Callaghan
City Manager
Approved as to Form:
____________________________________________
Assistant Law Director
MANAGER:
SPORTS FACILITIES MANAGEMENT, LLC,
a Florida limited liability company
______________________________ BY:
Print Name: Jason Clement
Its Manager
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Certificate of Availability of Funds
I hereby certify that the funds required to meet the City’s obligation, payment, or
expenditure under this agreement have been lawfully appropriated or authorized for such purpose
and are free from any obligation now outstanding.
________________________
CFO/Director of Finance
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EXHIBIT A
23
EXHIBIT B
MANAGEMENT SERVICES
During the Term, Manager will be responsible for all aspects of oversight of the staffing, marketing,
maintenance, event management, sponsorship and advertising sales, and day-to-day operations of the
Owner's Facility.
1. Staffing. Manager shall provide a full-time on-site General Manager and other employees as
required to meet the operational needs of the Facility, within the budgeted percentage of labor.
2. Annual Business Plan. Manager will produce a draft Annual Business Plan and proposed
Budget by July 1 prior to the beginning of any Operating Year in the Term, Manager shall update the
Business Plan and proposed Budget and submit the revised and final Business Plan and Budget to Owner for
its review and approval by September 1. Owner shall give its comments and/or approval of the updated
Business Plan and proposed Budget within sixty (60) days after receiving the Business Plan from the
Manager. In the event of disapproval of the Business Plan and/or proposed Budget, the Manager shall use
commercially reasonable efforts to operate the Facility pursuant to the general terms of this Agreement and
the prior Business Plan then in effect, until such time as the revisions to the Business Plan and the proposed
Budget are agreed upon. In the event of disapproval of the Budget, the Manager shall continue operating the
Facility pursuant to the Budgets then in effect, but only subject to appropriation of funds by Owner, and
subject to increases in Operating Expenses required due to (i) increases in Gross Receipts; or (ii) other
matters beyond the control of the Manager, until such time as Owner and the Manager agree upon the
appropriate replacement Budgets. However, in the event Owner disapproves of a Business Plan, revised
Business Plan/Budget hereunder, and Manager and Owner fail to reach an agreement on a new Business
Plan, revised Business Plan or Budget within ninety (90) days of such disapproval, either party may terminate
this agreement by providing the other party with written notice sixty (60) days prior to the date such party
intends to terminate. Owner and the Manager agree to use good faith efforts to resolve any differences in
opinion regarding the Business Plan and any portion thereof so that agreement on the Business Plan can be
reached as soon as possible after the date Manager first submits the revised Business Plan for such year to
the Owner.
3. Employment Matters. The Manager shall present the current staffing, the incentive bonus
plan for employees, and all salaries and payments to employees through the Payroll Account in the Annual
Operations Budget. It is understood by all parties that reductions and additions to various positions may be
made at Manager's discretion throughout the year due to business tempo, trends, opportunities, and budget
requirements. If a change is recommended that will require expense above the budgeted labor percentage,
the change will be submitted for Owner 's review and approval by Owner via reforecast and revised business
plan or budget.
4. Independent Accounting Firm. From time to time, as Owner requests, Manager may hire an
independent certified public accounting firm to be paid for out of the Operating Budget of the Facility and
to be selected by the Owner to audit the financial statements required under this Agreement.
5. Accounting Records and Reporting. During the Term, Manager shall maintain professional
23
accounting records. Manager shall provide the financial statements in a format reasonably specified by
Owner.
INTERNAL CONTROL. The Manager agrees to comply with Owner’s reasonably appropriate accounting,
operating, and administrative controls governing the financial aspects of the Facility, such controls to be
consistent with professionally accepted accounting practices
BANK ACCOUNTS. The Manager shall establish, in the Facility’s name, at a banking institution or
institutions subject to the approval of Owner, utilizing the federal tax identification number of Facility, an
operating expense account (the "Operating Expense Account") and a payroll account in the Manager’s or its
affiliates’ name, at a banking institution or institutions subject to the approval of Owner, utilizing the federal
tax identification number of Manager or its affiliated entity (the "Payroll Account").
ACCOUNT FUNDING. Subject to the Manager's written notices to Owner as herein, Owner acknowledges
that it is solely responsible for all Operating Expenses and capital expenditures required for or on behalf of
the Facility provided that such Operating Expenses and capital improvements are made in accordance with
the terms of this Agreement.
23
EXHIBIT C MANAGER COMPENSATION
During the Term of this Agreement, Manager shall receive compensation from the Owner according
to the following:
1. Base Management Fee;
2. Deferred Management Incentive Fee;
3. Sponsorship & Advertising Compensation
4. Employee Compensation; and
5. Reimbursed Expenses
1. Base Management Fee. On the Effective Date and thereafter on the first day of each
successive month throughout the first three (3) full years of the Term, Owner shall pay to Manager a base
services fee (the “Base Management Fee”) in equal monthly installments of Twenty Thousand Dollars
($20,000). On the third anniversary of the first January 1 after the Effective Date (“Base Management Fee
Anniversary”), and on each such three-year anniversary after the Base Management Fee Anniversary, the
Base Management Fee shall increase by five (5%) percent each year. Notwithstanding the foregoing, the final
three (3) installments, totaling Sixty Thousand Dollars ($60,000) shall be due and payable upon the execution
of this Agreement.
2. Food and Beverage Incentive.
Manager will receive seven and one half percent (7.5%) of the gross revenue from food and beverage
sales so long as the gross revenue from food and beverage sales exceeds One Hundred and Eighty Thousand
Dollars ($180,000) annually. Should food and beverage sales not exceed $180,000, Manager will not receive
any incentive bonus. If the food and beverage sales do exceed $180,000, the Food and Beverage Incentive
shall be applied for the entire gross revenue.
3. Sponsorship and Advertising Compensation.
Due to the role that Manager will play in organizing the programs, negotiating agreements and
pricing, and providing confidence to sponsors and advertisers, Manager will receive a percentage of the
Commercial Rights revenue derived from sponsorship and advertising activities, including Facility naming
rights, for all sponsorship and advertising sold during Manager’s provision of Management Services
hereunder as follows:
a. Twenty percent (20%) of annual sponsorship and advertising revenues initiated by
Manager.
b. Fifteen percent (15%) of annual sponsorship and advertising revenues initiated by
Owner
Any sponsorship or advertising shall comply with agreed upon guidelines or first be approved in writing by
Owner. Payments for Sponsorship and Advertising Compensation will be made to Manager within thirty
(30) days of the time when a sponsor/advertiser makes payment.
4. Reimbursed Expenses. Manager shall be reimbursed for travel and other expenses directly
related to the Management Services so long as Manager receives prior written approval from Owner for such
expense. All travel reimbursement will be based on receipts to be furnished by Manager to the Owner. Travel
23
expenses may include but are not limited to airfare, rental cars, parking fees, lodging and meals. All fees and
reimbursements shall be paid to Manager within thirty (30) calendar days of invoicing. Manager will make a
good-faith effort to keep these travel expenses to a minimum.
Exhibit D – Operations and Maintenance Minimum Standards
Exhibit E – Exemplar Monthly Report
Exhibit F – City of Dublin Internal Controls/Cash Handling
0127219.0620173 4922-1063-3027v12
Exhibit D
Operations and Maintenance Minimum Standards
I. Food and Beverage Operations.
A. Food and Beverage Services. SFM shall provide Food and Beverage Services at the
Facility to include (i) the operation of indoor fixed and mobile concession facilities
during tournaments and special events; and (ii) catering and banquet services on an as-
needed basis to support tournaments, special events, and private events.
B. Management and Other Food Service Staff. SFM shall hire food service
personnel in numbers sufficient to satisfy customer demands for food service.
C. Health Certificates and Licenses. SFM shall obtain and maintain for the term of
this Agreement any and all permits and licenses required by any federal, state or local
governmental agency in connection with the Food and Beverage Services to be
provided by SFM under this Agreement.
D. Health and Safety Requirements. SFM shall comply with all applicable
requirements of the Ohio Health and Safety Code and the City of Dublin Code of
Ordinances for food service facilities. Required approvals and permits shall be
obtained from the Franklin County Health Department.
E. Quality of Service. SFM shall provide Food and Beverage Service in accordance with
(i) all laws, statutes, ordinances, orders, rules, regulations, permits, licenses,
authorizations, directives, and requirements of all governmental authorities, which
now or hereafter may be applicable to the operation of the Facility, including, but not
limited to, the Americans with Disabilities Act and implementing regulations as well
as other federal, state, and local laws and regulations governing access and all federal,
state, and local laws and regulations pertaining to the storage, use and disposal of
"hazardous or toxic wastes, substances or materials" as defined by applicable law; (ii)
all requirements of each insurance policy, and all orders, rules, regulations, and other
insurance requirements applicable to the Facility; and (iii) all reputable business
standards.
F. Sufficient Inventory. SFM shall ensure that food and beverages are kept in stock
sufficiently to meet customer demand.
G. Price List. SFM shall at all times maintain a complete list or schedule of the prices
charged for all food and beverage supplied to the public on or from the Facility. Such
list or schedule of prices shall be provided to the City Manager with the Annual Plan.
H. Sanitation, Maintenance and Repair. SFM will be responsible for maintaining the
Food and Beverage Operations, including Alcoholic Beverage Operations as set forth
in Article II, and all equipment and fixtures related thereto in good condition and repair.
SFM will provide cleaning services as needed to support functions when necessary for
the Food and Beverage Services to operate according to the highest sanitary standards and
in compliance with all applicable health and sanitation laws and regulations.
IL Alcoholic Beverage Operations.
Alcoholic Beverage Sales. SFM will manage the sale of alcohol beverages at the
Facility in accordance with Applicable Law and at the standard of service comparable
to the prevailing standard of service provided at Comparable Facilities in Ohio. Such
management services will include, without limitation, serving beverages, both alcoholic
and non-alcoholic, to customers in accordance with the liquor license and local
regulations; maintaining all records and financial information required by the Ohio
Department of Commerce and the Ohio Division of Liquor Control (hereinafter called
"Division"), and submitting same to the Division pursuant to its requests; negotiating
and executing service contracts required in the ordinary course of business; advising
and consulting with City personnel regarding operational matters; and generally
providing day-to-day supervision and direction for the Alcoholic Beverage Operation (the
"Operation"). Alcoholic beverages may be offered to the public only during hours in
which food offerings also are available. CITY and SFM acknowledge that the sale of
alcohol at the Facility shall be conducted by SFM pursuant to this Agreement.
A. Personnel. SFM will designate a manager and such other employees necessary to
perform alcoholic beverage services. All persons involved in the service, dispensing, or
delivery of alcoholic beverages in the operation shall hold a currently-effective
certificate issued by the Division evidencing his/her successful completion of a
certified Seller Training Program in accordance with the provisions of Ohio’s liquor
laws and the rules of the Division promulgated thereunder. SFM agrees that (a) any new
employees who do not hold such a currently- effective certificate on the date of
employment shall successfully complete a Division-certified Seller Training Program
within thirty (30) days of such date, and (b) it will comply with all other applicable
provisions of the liquor laws to insure that CITY, as the Ohio Licensed Permittee, is
at all times in full compliance with the requirements of the liquor laws and the Division’s
rules to obtain the benefits afforded under Ohio’s liquor laws as same may be amended
from time to times. SFM and its employees shall not sell alcohol to minors or intoxicated
persons.
B. Sufficient Inventory, Procurement. SFM will maintain sufficient inventories of all
alcoholic beverages, beverage mixers and supplies. Such items and services will be
purchased from dependable suppliers at competitive prices, in accordance with City of
Dublin procurement policies, and taking into account the quality and quantity required for
the necessary and proper maintenance of the Operation.
C. Maintenance of Inventories and Reports. SFM shall provide to City upon the Opening
Date an opening inventory of alcoholic beverages. Costs of alcoholic beverages used
on a monthly basis shall be determined by adding purchases made during each
Accounting Period, as defined below, to the opening inventory for that Accounting
Period and then subtracting the value of ending inventory for that Accounting Period.
Inventory on hand upon termination of this Agreement shall be delivered to CITY as the
liquor license holder ("Permittee"). SFM shall conduct a monthly, physical inventory
and provide ending inventory balances to CITY within five (5) days of completion of
the inventory. CITY will be given sufficient notice of each upcoming inventory and may
have a city representative present at each inventory. Each monthly inventory shall fully
report spills and/or breakage of alcoholic beverages, and sufficient documentation of the
spills and/or breakage shall be appended to each monthly inventory. An inventory will
be conducted by SFM at initial set up and at the end of each alcohol related event. An
inventory report shall be submitted to CITY on a monthly basis.
D. Cash Receipts. SFM will collect and be accountable for all cash receipts from the Food
and Beverage Operations, separate and apart from other Food and Beverage
Operations. SFM is responsible for any losses that occur between collection of the cash
and deposit of the cash into the Operating Account. Any losses that occur between
collection of the cash and deposit into Operating Account shall not be charged as an
Operating Expense. Notwithstanding anything herein to the contrary, all cash and other
receipts collected by SFM from Alcoholic Beverage Operations shall be delivered to
CITY pursuant to the CITY’s direction.. Cash receipts shall be supported by sales
reports from the point-of-sale system to include register tapes, which shall be date
stamped and signed by SFM's staff. SFM shall tally the receipts for each Event, and
SFM shall provide such detailed reporting in a monthly report to CITY. An inventory
report of each bar will be conducted at initial set-up for an Event and at the conclusion
of the Event. The report shall be submitted to CITY on a monthly basis.
III. Building and Equipment Maintenance.
A. SFM shall keep and maintain the Facility in good and safe condition throughout the
term of this Agreement, providing for such repairs, replacements, rebuilding and
restoration as may be necessary and appropriate to comply with the requirements
of this Agreement, and in accordance with the standards for maintenance. SFM
shall have preventative maintenance programs in place for all buildings and
equipment, in which the CITY reserves the right to review and modify.
B. SFM will be responsible for coordinating state boiler inspections and fire
inspections.
IV. Interior Building Maintenance. SFM shall be responsible for completing all interior
building maintenance for the Facility, including but not limited to the following:
I. Cleaning and replacing floors;
2. Cleaning and replacing carpets;
3. Replacing light bulbs;
4. Maintaining window treatments;
5. Appliance repair;
6. Cleaning exhaust hood;
7. Minor plumbing issues, such as stoppages, flush valves, and leaking faucets;
8. Fire extinguisher monthly inspection;
9. Electrical and mechanical issues;
I0. HVAC maintenance and basic repair;
II. Painting;
12. Removing dirt, debris, foreign materials, trash, graffiti, markings, and similar
remnants of usage of the Facility, promptly after the Facility is used for an
Event and periodically at other times;
13. Inspecting, testing, and determining the operating status of all equipment,
systems, and components within the Facility, including but not limited to
mechanical, electrical, plumbing, fire protection systems (such as sprinklers),
and backflow prevention devices, but excluding structural components of the
Facility;
14. Periodically replacing all fluids and parts of any system or component of a
system within the Facility, which reasonably require replacement, with new
fluids or parts;
15. Periodically repainting painted surfaces as needed to maintain an
aesthetically attractive appearance;
16. Repairing damaged seats.
V. Janitorial Services. SFM shall provide daily janitorial services for the Facility to include,
but are not limited to the following:
I. Vacuum carpets, sweep and mop floors every day and clean more frequently, as
needed.
2. Empty trash receptacles and clean waste baskets daily.
3. Sweep all building entrances daily.
4. Dispose of all waste daily.
5. Sanitize all food preparation, storage and service areas, daily or more frequently as
needed.
6. Dust all desks, counters, chairs, file cabinets, tables, and shelves as needed.
7. Clean baseboards as needed.
8. Clean window glass in the doors inside and out daily or more frequently as needed.
VI. Outdoor Facilities. SFM shall establish and administer a maintenance program for all outdoor
areas of the facility. These shall be maintained in good condition in conformance with the
City’s minimum standards.
DRIVING RANGE
1. Hitting surfaces are well maintained
2. Balls are clean and uncut
3. Lighting is functional, where applicable
4. Yardage signs are in place for 100, 150, 200, and 250 yards
5. Hitting area safety features are in place
TURF OPERATIONS
SFM shall establish and implement a grounds maintenance program, and agronomic and
horticultural operations. SFM shall also establish and implement proper upkeep and
maintenance of structures including but not limited to fences, buildings, garages, and
storage spaces, and the maintenance of motorized fleet according to the City’s standards.
July 2022 Report
Exhibit E
July 2022 Reporting
Tel: (727) 474-3845
Fax: (727) 462-2800
Sports Facilities Management, LLC
sportadvisory.com
600 Cleveland Street, Suite 910
Clearwater, FL 33755
LETTER OF INTRODUCTION
August 24, 2022
Elizabethtown Tourism & Convention Bureau
1030 North Mulberry Street
Elizabethtown, KY 42701
Reference: Elizabethtown Sports Park, LLC – Owner’s Report – July 2022
Dear Elizabethtown Tourism and Convention Bureau & Board Representatives:
In accordance with our Management Agreement, please find the month of July 2022 Owner’s
Report for the Elizabethtown Sports Park, LLC. This report is subject to the assumptions and
limiting conditions of our contract and is intended for the use and benefit of the Elizabethtown
Tourism & Convention Bureau. This report will serve as the basis for monitoring and modifying
business plan objectives to improve facility and financial performance.
Regards,
Andrew Kurtz
Andrew Kurtz
General Manager
Sports Facilities Management
1401 West Park Road, Elizabethtown, KY 42701
Akurtz@sportsfacilities.com | www.sportadvisory.com
July 2022 Reporting
Tel: (727) 474-3845
F ax: (727) 462-2800
Sports Facilities Management, LLC
sportadvisory.com
600 Cleveland Street, Suite 910
C learwater, FL 33755
EXECUTIVE SUMMARY
MONTHLY
July 2022 revenues totaled $370,849.57, against a total budget of $378,500.
Cost of Goods Sold came in under budget by $20,335.2
Expenses were budgeted at $154,876.26.00 for the month with an actual total of
$159,969.48 resulting in a variance of ($5093.22).
The P&L reflects net operating income over budget by $7,591.64
‘Field Revenue’ exceeded budget by 33.21% as a direct result of more events
showing interest in the facility.
‘Other Revenue’ missed budget by ($23,744), which is due to Norto sponsorship
agreement not coming online, which also impacted ‘Other Costs of Goods Sold’.
Kona Ic was budgeted in July but was recorded in June.
‘Cost of Labor Wages’ and ‘F&B COGS’ were a result of additional field hours that
were rented as well as taking advantage of the in-kind sponsorships within Food &
beverage sectors. It is expected that the % COGS will normalize back to the 45% -
55% range within the coming months.
We did not anticipate having the "Pro-Shop" open for events in July - however staff
were able to create "Pop-Up" merchandise areas during events- creating an increase
over budget of $3,208.50
‘General Administrative Expenses’ exceeded budget due to GM trip to Clearwater FL
for onboarding.
‘Supplies and Services’ Expense was kept lower than budgeted due to more rental
events vs. in-house events
‘Repairs and Maintenance’ controlled their expenses due to field rental vs event
revenue - leading to less foot traffic and wear/tear in common areas
Current YTD revenues totaled $370.849.7 vs PY of $239,251.75, a increase of
$131,597.82
YTD Cost of Goods sold is $125,414 compared to PY of $105,549.
YTD Expenses are $159,969.48, an increase of 27.8% over PY expenses of
$1125,171. Expense control was a direct result of programming revenues being
driven by field rental vs. self-operated events.
Current YTD Net Income is $85,465.38 vs PY Net Income of $8,530.83
Actual Budget over Budget % of
Budget
- -
86,589.00 65,000.00 21,589.00 133.21%
191,087.57 200,000.00 (8,912.43) 95.54%
8,417.00 5,000.00 3,417.00 168.34%
84,756.00 108,500.00 (23,744.00) 78.12%
370,849.57 378,500.00 (7,650.43)97.98%
55,615.00 50,750.00 4,865.00 109.59%
20,665.00 20,665.00
38,408.21 74,000.00 (35,591.79) 51.90%
4,208.50 1,000.00 3,208.50 420.85%
6,518.00 20,000.00 (13,482.00) 32.59%
125,414.71 145,750.00 (20,335.29)86.05%
245,434.86 232,750.00 12,684.86 105.45%
2,291.17 2,500.00 (208.83) 91.65%
(855.83) 1,500.00 (2,355.83) -57.06%
-150.00 (150.00) 0.00%
-100.00 (100.00) 0.00%
6,718.00 3,750.00 2,968.00 179.15%
1,315.08 1,250.00 65.08 105.21%
3,541.22 4,500.00 (958.78) 78.69%
5,433.60 6,000.00 (566.40) 90.56%
56,871.56 51,333.00 5,538.56 110.79%
13,196.51 11,293.26 1,903.25 116.85%
46,581.53 55,000.00 (8,418.47) 84.69%
24,876.64 17,500.00 7,376.64 142.15%
159,969.48 154,876.26 5,093.22 103.29%
85,465.38 77,873.74 7,591.64 109.75%
Total Expenses
Net Operating Income
T e l : ( 7 2 7 ) 4 7 4 - 3 8 4
5
F a x : ( 7 2 7 ) 4 6 2 - 2 8 0
Sports Facilities Management, LLC
s p o r t a d vi s o r y. c o m
66000 Other Payroll Expenses
67200 Repairs and Maintenance
68600 Utilities
63300 Insurance Expense
64000 Supplies and Services
65000 Salaries and Wages
61000 Legal & Professional Fees
62000 General & Administrative Expenses
62400 Depreciation Expense
60000 Advertising / Marketing
60400 Bank Service Charges & Other Fees
60500 Business Licenses and Permits
Total Cost of Goods Sold
Gross Profit
Expenses
51500 Food & Beverage
51600 Pro Shop
51900 Other Cost of Goods Sold
50000 Cost of Labor Wages - SFM Labor Costs
51100 Facility Rental COGS
41900 Other Revenues
Total Income
Cost of Goods Sold
41100 Field Revenue
41500 Food and Beverage
41600 Pro/Merch Shop
July 2022 Reporting
APPENDIX I: MONTHLY FINANCIALS – BUDGET VS ACTUAL
Income
40800 Recreational Programs - Youth & Adult
Jul 2022 Jul 2021
(PY)Change % Change
86,589.00 65,000.00 8,589.00 133.21%
191,087.57 200,000.00 (68,912.43) 95.54%
8,417.00 5,000.00 (5,000.00) 168.34%
84,756.00 108,500.00 (78,910.73) 78.12%
370,849.57 378,500.00 (144,234.16)97.98%
55,615.00 50,750.00 (15,133.55) 109.59%
20,665.00 - 5,665.70 0.00%
38,408.21 74,000.00 (35,591.79) 51.90%
4,208.50 1,000.00 (1,000.00) 420.85%
6,518.00 20,000.00 (19,750.00) 32.59%
125,414.71 145,750.00 (65,809.64)86.05%
245,434.86 232,750.00 (78,424.52)105.45%
2,291.17 2,500.00 (208.83) 91.65%
(855.83) 1,500.00 (2,355.83) -57.06%
6,718.00 3,750.00 2,968.00 179.15%
1,315.08 1,250.00 65.08 105.21%
3,541.22 4,500.00 (958.78) 78.69%
5,433.60 6,000.00 (566.40) 90.56%
56,871.56 51,333.00 5,538.56 110.79%
13,196.51 11,293.26 1,903.25 116.85%
46,581.53 55,000.00 (8,418.47) 84.69%
24,876.64 17,500.00 7,376.64 142.15%
159,969.48 154,876.26 5,093.22 103.29%
85,465.38 77,873.74 7,591.64 109.75%
July 2022 Reporting
APPENDIX II: PRIOR YR COMPARISON (MONTH) – PROFIT & LOSS
Income
41100 Field Revenue
41500 Food and Beverage
41600 Pro/Merch Shop
41900 Other Revenues
Total Income
Cost of Goods Sold
50000 Cost of Labor Wages - SFM Labor
51100 Facility Rental COGS
51500 Food & Beverage
51600 Pro Shop
51900 Other Cost of Goods Sold
Total Cost of Goods Sold
Gross Profit
Expenses
60000 Advertising / Marketing
60400 Bank Service Charges & Other Fees
62000 General & Administrative Expenses
62400 Depreciation Expense
63300 Insurance Expense
64000 Supplies and Services
65000 Salaries and Wages
66000 Other Payroll Expenses
67200 Repairs and Maintenance
68600 Utilities
600 Clev el an d S t reet , S ui t e 91 0
Clea rw at e r , FL 3 375 5
Total Expenses
Net Operating Income
T e l : ( 7 2 7 ) 4 7 4 - 3 8 4
5
F a x : ( 7 2 7 ) 4 6 2 - 2 8 0
Sports Facilities Management, LLC
s p o r t a d vi s o r y. c o m
Actual over Budget
- -
86,589.00 21,589.00
191,087.57 (8,912.43)
8,417.00 3,417.00
84,756.00 (23,744.00)
370,849.57 (7,650.43)
55,615.00 4,865.00
20,665.00 20,665.00
38,408.21 (35,591.79)
4,208.50 3,208.50
6,518.00 (13,482.00)
125,414.71 (20,335.29)
245,434.86 12,684.86
2,291.17 (208.83)
(855.83)(2,355.83)
-(150.00)
-(100.00)
6,718.00 2,968.00
1,315.08 65.08
3,541.22 (958.78)
5,433.60 (566.40)
56,871.56 5,538.56
13,196.51 1,903.25
46,581.53 (8,418.47)
24,876.64 7,376.64
159,969.48 5,093.22
85,465.38 7,591.64
July 2022 Reporting
Income Budget % of Budget
APPENDIX III: YTD FINANCIALS – BUDGET VS ACTUAL (JULY ‘22– JUNE ‘23)
40800 Recreational Programs - Youth & Adult -
41100 Field Revenue 65,000.00 133.21%
41500 Food and Beverage 200,000.00 95.54%
41600 Pro/Merch Shop 5,000.00 168.34%
41900 Other Revenues 108,500.00 78.12%
Total Income $ 378,500.00 97.98%
Cost of Goods Sold
50000 Cost of Labor Wages - SFM Labor 50,750.00 109.59%
51100 Facility Rental COGS
51500 Food & Beverage 74,000.00 51.90%
51600 Pro Shop 1,000.00 420.85%
51900 Other Cost of Goods Sold 20,000.00 32.59%
Total Cost of Goods Sold $ 145,750.00 86.05%
Gross Profit $ 232,750.00 105.45%
Expenses
60000 Advertising / Marketing 2,500.00 91.65%
60400 Bank Service Charges & Other Fees 1,500.00 -57.06%
60500 Business Licenses and Permits 150.00 0.00%
61000 Legal & Professional Fees 100.00 0.00%
62000 General & Administrative Expenses 3,750.00 179.15%
62400 Depreciation Expense 1,250.00 105.21%
63300 Insurance Expense 4,500.00 78.69%
64000 Supplies and Services 6,000.00 90.56%
65000 Salaries and Wages 51,333.00 110.79%
66000 Other Payroll Expenses 11,293.26 116.85%
67200 Repairs and Maintenance 55,000.00 84.69%
68600 Utilities 17,500.00 142.15%
T e l : ( 7 2 7 ) 4 7 4 - 3 8 4
5
F a x : ( 7 2 7 ) 4 6 2 - 2 8
Sports Facilities Management, LLC
s p o r t a d vi s o r y. c o m
600 Clev el an d S t reet , S ui t e 91 0
Clea rw at e r , FL 3 375 5
Total Expenses 154,876.26 103.29%
Net Operating Income 77,873.74 109.75%
2022 2021 (PY)Change % Change
86,589.00 59,363.61 27,225.39 45.86%45.86%
191,087.57 168,255.87 22,831.70 13.57%
8,417.00 7,837.95 579.05 7.39%
84,756.00 3,794.32 80,961.68 2133.76%
370,849.57 $ 239,251.75 131,597.82 55.00%
55,615.00 41,394.30 14,220.70 34.35%
20,665.00 4,042.83 16,622.17 411.15%
38,408.21 57,387.94 (18,979.73) -33.07%
4,208.50 1,399.65 2,808.85 200.68%
6,518.00 1,324.98 5,193.02 391.93%
125,414.71 $ 105,549.70 19,865.01 18.82%
245,434.86 $ 133,702.05 111,732.81 83.57%
2,291.17 1,456.41 834.76 57.32%
(855.83) 2,254.89 (3,110.72) -137.95%
6,718.00 1,463.06 5,254.94 359.17%
1,315.08 1,139.04 176.04 15.46%
3,541.22 3,409.47 131.75 3.86%
5,433.60 1,963.21 3,470.39 176.77%
56,871.56 40,313.85 16,557.71 41.07%
13,196.51 7,270.17 5,926.34 81.52%
46,581.53 49,051.04 (2,469.51) -5.03%
24,876.64 16,850.08 8,026.56 47.64%
159,969.48 125,171.22 34,798.26 27.80%
85,465.38 8,530.83 76,934.55 901.84%
July 2022 Reporting
APPENDIX IV: PY COMPARISON (YTD) – PROFIT & LOSS (JULY ‘22– JUNE ‘23)
Income
41100 Field Revenue
41500 Food and Beverage
41600 Pro/Merch Shop
41900 Other Revenues
Total Income
Cost of Goods Sold
50000 Cost of Labor Wages - SFM Labor Costs
51100 Facility Rental COGS
51500 Food & Beverage
51600 Pro Shop
51900 Other Cost of Goods Sold
Total Cost of Goods Sold
Gross Profit
Expenses
60000 Advertising / Marketing
60400 Bank Service Charges & Other Fees
62000 General & Administrative Expenses
62400 Depreciation Expense
63300 Insurance Expense
64000 Supplies and Services
65000 Salaries and Wages
66000 Other Payroll Expenses
67200 Repairs and Maintenance
68600 Utilities
Total Expenses
Net Operating Income
T e l : ( 7 2 7 ) 4 7 4 - 3 8 4
5
F a x : ( 7 2 7 ) 4 6 2 - 2 8 0
Sports Facilities Management, LLC
s p o r t a d vi s o r y. c o m
July 2022 Reporting
Tel: (727) 474-3845
Fax: (727) 462-2800
Sports Facilities Management, LLC
sportadvisory.com
600 Cleveland Street, Suite 910
Clearwater, FL 33755
APPENDIX VI: ASSET MANAGEMENT
Maintenance & Physical Property – All equipment is operating and in
fair condition.
EQUIPMENT
3/4 Ton Pickup w/ Snowplow John Deere Gator
Field 5 Reel Mowers John Deere CX Gator
Field 5 Rotary Deck Mower John Deere Mid Duty Utility Vehicle
Utility / Field 3 - Deck Rotary Mower John Deere Mid Duty Utility Vehicle
4Wd ZTR - General Grounds Mower Multi Terrain Track Loader
General Grounds Mower New Holland Tractor
HD Turf Utility Vehicles New Holland
Infield Groomers Synthetic Turf Groomer
Pull Behind Blower Synthetic Turf Sweeper W/Magnet
Turf Sweeper Vacuum Top dresser
Turf Chemical Tank Sprayer Pull Behind Aerator
Deep Tine Aerator Pull Behind Roller
Pull Behind Granular Spreader Verticutter
Seeder
Developing a long-term capital improvement strategy to ensure proper upkeep of our
park.
Evaluating all current equipment and developing long-term replacement strategies.
Maintenance & Physical Property – All equipment is in fair shape. All equipment is
currently up and running properly. In-depth inspection of all equipment and maintenance
continues to take place monthly.
Due to current market conditions we continue to stock up on normal wear and tear
parts/tires.
July 2022 Reporting
Tel: (727) 474-3845
Fax: (727) 462-2800
Sports Facilities Management, LLC
sportadvisory.com
600 Cleveland Street, Suite 910
Clearwater, FL 33755
APPENDIX VII: FORECAST TRACKING
Local user group rentals are ramping up, bringing in additional revenue
without much expense to host. Expect USSSA fall tournaments to be
strong and bring between 50-80 teams each weekend.
CONCLUSION
Revenue was slightly behind pace as a direct result of expected
sponsorships closings being pushed into August. These items are still on
pace and we expect to make up the revenue in July. All other revenue has
exceeded budget which is a good sign as we we have not yet launched
internally operated programming which traditionally has a higher Gross
Profit.
Cost of Goods Sold was low with regards to % of revenue. This is due to
the use of product provided as part of food and beverage sponsorship
deals. We have currently sold approximately 73% of the product provided
in these sponsorship deals. We expect food and beverage COGS to
increase in August and normalize in September.
Expense management is on pace and maintenance of facility assets
continues to be a top priority for out team as we look to push out the capital
improvement dates.
Exhibit F
Internal Controls/Cash Handling Policy
1. Purpose
This policy establishes guidelines for the secure handling of cash receipts collected on behalf of
the City of Dublin (the “City”) by the Sports Management Company. The goal is to ensure effective
internal controls are in place to safeguard public funds, maintain the integrity of the public trust,
and provide stewardship of all cash assets. Adhering to this policy will help prevent loss, theft, or
mismanagement of cash and ensure all transactions are properly recorded and accounted for.
2. Scope
This policy applies to all individuals and entities involved in collecting, handling, or managing cash
on behalf of the City at the sports facilities. This includes employees of the Sports Management
Company (SMC) operating the facility, City employees overseeing financial operations, and any
subcontractors or volunteers who handle cash in the course of facility operations. All forms of
“cash” are covered by this policy, including currency, coins, checks, money orders, credit/debit
card payments, and any other negotiable instruments. The SMC shall ensure that its staff follow
these procedures whenever they handle funds from facility operations on behalf of the City. The
City’s Finance Department and authorized auditors may oversee and review compliance with this
policy by all parties.
3. Internal Controls
Strong internal controls are mandatory to protect cash assets and prevent errors or fraud. SMC
must implement the following internal control measures in its daily operations:
• Segregation of Duties: Responsibilities for cash handling must be divided among different
people to the greatest extent possible. No single individual should control all aspects of a
financial transaction. Management will regularly review staff assignments to ensure
appropriate segregation and will promptly address any conflicts or exceptions in duties that
are identified.
• Authorization and Oversight: Only authorized personnel should handle cash or access
cash storage. Management must approve and document who is authorized as a cashier or
custodian of funds. Supervisors or City officials should provide oversight by reviewing cash
handling records and performing periodic checks.
• Training and Competency: All employees who handle cash must be trained in these cash
handling procedures and the importance of internal controls. SMC should ensure staff are
competent in using point-of-sale systems, completing deposit documentation, and
following security protocols.
• Record Keeping and Documentation: Every cash transaction must be properly
documented. This includes the issuance of receipts or tickets for payments received,
maintenance of daily cash logs, and preparation of deposit slips.
Exhibit F
• Physical Controls: Physical safeguarding measures are a core component of internal
controls. Access to cash must be controlled, and cash must be stored securely. See
number 6 for more information.
4. Cash Collection and Deposit Procedures
All cash collection and deposit activities must follow standardized procedures to ensure
timeliness, accuracy, and security of funds. The following steps outline the required cash handling
process from collection to deposit:
• Point of Collection: At the time of receiving payments, staff shall immediately record the
transaction using the approved system and provide a receipt to the customer if applicable.
• Cash Drawer Maintenance: Cash drawers or tills should be assigned to specific
employees during a shift. Each drawer begins with a set starting cash balance, and this
amount is verified at hand-off.
• End-of-Day/End-of-Event Balancing: At the close of each business day, the on-site
manager or designated staff shall count the physical cash and checks collected in the
presence of a second person. The counted cash-on-hand is compared to the system report
or manual log, which must be signed and dated by the manager or designated staff who
counts the cash-on-hand and the observing staff.
• Deposit Preparation: All funds are to be prepared for deposit at the end of the day. The
verified cash and checks should be placed in a secure, tamper-evident deposit bag or
envelope.
• Timely Deposit: The SMC is required to deposit all funds received into the designated City
operating account within one business day of collection.
• Deposit Confirmation: The company shall maintain proof of each deposit. After
depositing, attach the bank’s deposit receipt to the corresponding deposit slip and daily
sales report.
5. Reconciliation and Reporting
Regular reconciliation of cash receipts to records is critical for accuracy and must be performed
daily and monthly, with timely reporting to the City. SMC shall implement the following
reconciliation and reporting practices:
• Daily Reconciliation: Each day’s receipts must be reconciled to the deposit and the sales
records on the same day or by the next business day.
• Monthly Reconciliation: At the end of each month, SMC will perform a comprehensive
reconciliation of the month’s transactions.
• Reporting to the City: SMC shall provide regular reports to the City summarizing cash
handling activities.
Exhibit F
• Exception Reporting: If at any time a significant discrepancy, loss, or potential theft is
discovered, SMC must notify the City immediately.
6. Physical Security
All cash and cash equivalents must be physically secured at all times to protect against theft or
unauthorized access. The SMC is responsible for implementing these physical security measures
at the facility:
• Secure Storage: A lockable safe must be used to store cash, checks, and other negotiable
instruments when they are not in immediate use.
• Access Control: Access to the safe and any room or cabinet where cash is stored will be
restricted to authorized personnel only.
• In-Transit Security: When transporting cash for deposit, employees should follow secure
transport procedures.
• On-Site Handling: During business hours, cash registers or point-of-sale terminals should
be attended at all times or securely locked when unattended.
• Surveillance and Deterrence: The facility should make use of any available security
systems such as alarm systems, surveillance cameras, and adequate lighting.
7. Fraud Prevention and Reporting
Preventing fraud and misappropriation of funds is a fundamental objective of this policy, and all
personnel have a responsibility to act honestly and report any suspected fraud. The following
guidelines address fraud prevention and the required reporting of irregularities:
• Fraud Prevention Measures: Many of the internal controls outlined serve to prevent or
quickly detect fraud. SMC should foster a culture of ethics and accountability.
• Employee Responsibility: Every employee handling City cash has a duty to be vigilant and
report any concerns.
• Reporting Mechanisms: Suspected fraud, theft, or significant cash irregularities must be
reported immediately.
• Theft and Loss Reporting: In the event actual theft or loss of cash is discovered or
suspected, the incident must be treated with urgency.
• Protection for Whistleblowers: Any person who in good faith reports suspected fraud or
financial misconduct shall be protected from retaliation.
8. Compliance and Review
Exhibit F
Compliance with this cash handling policy is required. The City and SMC will jointly ensure that
these procedures are followed and will review the policy periodically for effectiveness and
compliance with laws.
• Policy Compliance: SMC agrees to adhere to all provisions of this policy as part of its
agreement with the City.
• Legal and Regulatory Adherence: This policy is designed to meet or exceed standard
requirements for cash management.
• Policy Review and Updates: The City will review this Cash Handling Policy at least
annually, and whenever there is a significant change in operations or applicable
regulations.
• Record of Acknowledgment: All relevant employees of SMC should sign an
acknowledgment that they have received, read, and understood this Cash Handling Policy.
• Continuous Improvement: Cash handling processes may evolve with new technology or
techniques.
Conclusion
By following this Cash Handling Policy, the City of Dublin and the Sports Management Company
can ensure that all cash collected through the facility’s operations is properly safeguarded,
recorded, and deposited. Adherence to these procedures protects the financial integrity of the
facility’s operations and upholds public trust in the management of City funds. All personnel
involved in cash handling should understand that these controls not only protect the City’s assets
but also protect employees by clearly defining processes and accountability. The City and the
Sports Management Company are committed to working together to maintain the highest
standards of financial management, transparency, and internal control in all cash handling
activities.