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10/17/1989 - Packet AGENDA ECONOMIC DEVELOPMENT COMMITTEE MEETING TUESDAY, OCTOBER 17, 1989, 7:30 A.M. DAVIDSON'S RESTAURANT - 12830 SW PACIFIC HIGHWAY, TIGARD, OR 1. CALL TO ORDER 2. ROLL CALL: SAVORY CORLISS DE BERNARDIS CROUCH ETCHEMENDY ORLANDINI MOORE MONAHAN 3. APPROVE MINUTES 4. EDC/CC WORKSHOP 10/9/89 5. CITY HALL LOBBY DISPLAY 6. AMBASSADOR PROGRAM 7. OTHER BUSINESS 8. ADJOURN *AOV ECONOMIC DEVELOPMENT COMMITTEE MEETING MINUTES Tuesday September 19, 1989 MEMBERS PRESENT: Jim Corliss, Tony Orlandini, Brian Moore, Bill Monahan OTHERS PRESENT: Peggy Weston Byrd, Valerie Johnson, John Acker The meeting was called to order at 7:45 a.m. and the minutes of the August meeting were approved as written. Tony reported that he had not talked to Ted Nelson directly about the company's reason for relocating. He did, however, talk with others who said the relocation was the result of internal situations and may have involved rent increases. Tony further reported that "Lumber Products" will be moving to the site vacated by Ted Nelson, possibly as early as October. It was noted that Power Rents is looking for a place to relocate its Tigard store. A discussion ensued about what is appropriate for the EDC/Ambassadors in terms of helping a business find a suitable site within Tigard. The City does maintain an inventory of vacant properties and staff does respond to inquiries about vacant sites or buildings. It was suggested that this committee become more pro-active and contact businesses in this type of situation, beginning with Power Rents. Tony volunteered to call Power Rents to offer assistance with the possibility of a morning meeting including Bill and John. Post Cards addressed to John at City Hall were distributed to everyone. The idea of the cards is to create a clearinghouse for ideas, comments, complaints and information from committee members or voiced to committee members. If action is required, John will either take care of it or channel it to the appropriate person. The cards will then be cataloged for reference. Bill announced that the annual EDC meeting with the City Council is scheduled for 6:30 - 7:30 p.m. on Monday October 9. Suggested items for discussion included the ambassador program status, EDC needs, attendance and the City Center Plan. Valerie explained that the election to determine if the City can use tax increment financing will be a mail-in ballot. This means that the ballots will be distributed in four weeks. She outlined scheduled activities and meetings that will occur as part of the public information campaign. EDC members are encouraged to participate in this campaign that could determine the scope and timing of the City Center redevelopment. The meeting adjourned at 8:30 for a tour of business related information and services available through the Tigard Public Library. ECONOMIC DEVELOPMENT COMMITTEE MEETING MINUTES Tuesday September 19, 1989 MEMBERS PRESENT: Tony Orlandini, Brian Moore, Bill Monahan, John Savory Paul Etchemendy, Amo DeBernardis OTHERS PRESENT: Barbara Fields, Liz Newton, John Acker The meeting started at 7:40 a.m. and the minutes of the August meeting were approved as written. Committee appointments for the following people will expire 1/16/89: Bill Monahan, Joy Crouch, Amo DeBernardis, Paul Etchemendy, and John Savory. As in the past, people who's term is expiring can be reappointed. Bill stated that he will not reapply for appointment to this committee. Election of committee officers for 1990 will be held at the January meeting. The committee discussed issues that should be addressed by the City Council at their January goal setting meeting. The committee decided to send a letter to the City Council recommending issues to be addressed. Those issues are: 1) Road improvements, particularly bridge improvements, should be undertaken in the downtown area as soon as possible, 2) the City Center Plan should go forward (possible modifications were suggested in the November minutes) , and 3) there should be some plan for development for the Tigard Triangle. These were the issues that committee members agreed upon as the most pressing in terms of economic development. The meeting adjourned at 9:00 a.m. NORTHWEST MUSEUM OF NATURAL HISTORY ASSOCIATION >3 STRATEGIC PLAN Introduction ?� The Northwest Museum of Natural History Association is a non-profit organization which has a primary goal of establishing in the Portland area an exhibit and educational facility, the Northwest Museum of Natural History (herein called the Northwest Museum). The Association was founded late in 1984 and its activities since that time have been directed toward y} establishing a presence in the Portland area and initiating its programs (Appendix A). Since its J inception, the Association has developed to the level that it has: 1. Demonstrated serious public interest in the Museum project; 2. Amassed collections which are now an important regional resource, and which will be enhanced by interpretation in an exhibit facility; 3. Further demonstrated that the Museum is required to help stem the flow of our natural historical treasures (and potential flow of tourist dollars) from the State of Oregon;and 4. Positioned itself for the establishment of the Museum facility. The establishment of the Northwest Museum is most timely. Facilities such as the proposed Museum can play a significant role in promoting tourism in Oregon, as convincingly expressed in a recent study, "Oregon Travel and Tourism - Visitor Profile, Marketing and Economic Impacts" (1). The final section in that report,which concentrates on the promotion of the out-of-state tourist market, noted that the major travel magnet for Oregon is its natural assets. In fact, three of the five recommendations in that section emphasize the need to promote our State's natural beauty and resources,which provide Oregon with its"competitive edge"over other states as a tourist destinatiin. A natural history museum in the Portland area having functions of enlightening the visitor about Oregon's natural assets and pointing out sites I throughout the State of interest for visitation is wholly consistent with the recommendations in ` the report for promoting tourism. The Portland area receives over 61 percent of the tourists who travel to our State (Ref. 1). It follows that a natural history museum is timely and critically needed in the Portland vicinity,where the greatest number of tourists are likely to visit such a facility and thereby be directed to points of natural historical interest elsewhere in --J 1 the state. The museum project is also time) since the Association is poised to develop the P 1 Y P P facility and because the Museum will fill current voids of providing focused emphases in natural historical education;research and conservation. This strategic plan is prepared in the interest of delineating: 1. The Museum's proposed scope and size 2. How the Museum will complement the cultural scene in the community and region; 4. Criteria for the actual site selection process; and L._ 3. A five-year plan for the Museum with pro forma capital and operational budgets. Museum Concept&Scope 1 The Museum will be a multifunctional facility and, as such, it will help to coordinate varied 1 activities and interests related to natural history in our region. The disciplines that fall within the purview of the Museum include geology, paleontology, anthropology and biology. The Museum will also complement related facilities in the region and provide a unique temporal focus. The Association's exhibit program will be based in part on the premise that an appreciation of our living biotas and landscapes can be made richer and more exciting by interpreting the past (eg. the term "natural history'). Thus, the Museum will provide a link between the past and the present and offer exhibit themes representing both. There will be three primary components of the exhibit area. One such area is designated for special exhibits, which are noted for dramatically bolstering public interest and resulting in attendances commonly 2-3 times greater than background attendance levels (Ref. 2; Appendix B). This area also gives the Museum an opportunity to have exhibits covering a wide range of topics, based on material from the Museum's collections, material from museums across the country, and traveling exhibits. Each exhibit is expected to have a duration ranging from several months to a year. Thus, rotation of exhibits in this area would be most beneficial in promoting high attendance, in part by encouraging repeat visits. Many visitors to natural history museums are curious about what are normally the behind-the-scenes facilities and activities. The next exhibit area, the "Paleontology Exhibit" (in conjunction with the Museum Laboratory), is designed to open such facilities to the public. The laboratory will be an area where collections are maintained, materials curated and _l 2 ( .,,,,w specimens prepared. Glass paneling will visually connect the paleontologyexhibit area with the ?`< laboratory, allowing the visitor an opportunity to view the laboratory and the activities that go on in it. The"paleo exhibit"will include graphics offering explanations of the laboratory and its r functions. At designated times, a curator will man the paleontology exhibit area and visitors will have the opportunity for one-on-one contact with that person working on the ...� reconstruction of actual specimens. There,the public can become personally involved with some of the more impressive projects in progress. The first highlight of this area will be the building of our dinosaur skeleton, excavated by Association personnel in 1986-87. The third component, the main exhibit gallery,will provide a historical treatment with an emphasis on fostering an appreciation of our heritage. Coverage will be topical but with a geographic focus on Oregon. The gallery will be like a "walk through time"that examines the interplay,of geology, ancient climate,geography and life as we progress from the distant past to the familiar present. This progression to the present will be framed to help answer questions as to why Oregon as we know it today has so much to offer in its diversity of magnificent landscapes,flora and fauna. Suggested exhibits and their flow for the main exhibit area are given below. These will be allocated to four chronological elements, 1.) Primeval Earth, 2.)Age of Dinosaurs,3.)Age of Mammals and, 4.) The Present. Primeval Earth -The Evolution of our Continents:This will be a series of three exhibits that will provide an orientation to the physical environment. Exhibits will include, 1.) Plate Tectonics- how the model works, 2.) Continental Origins - the story of how the continents have grown from their 4 nuclei,and 3.) Wandering Continents -the global distribution of continents through time. -Early Life This will include exhibits as follows: 1.) Single Celled Beginnings- earliest life forms, 2.) The Evolution of the Skeleton-the appearance of the invertebrate and vertebrate skeletons, 3.) Primordial Oregon-reconstruction of a marine life setting based on the oldest preserved fauna from Oregon, and 4.) Plants Invade the Land- the first land plants and an example of an ancient flora from Oregon. Age of Dinosaurs -North American Western Migration.- This exhibit will focus regionally,on western North America and its geological evolution from 240-65 million years before present. It will tell ^� the story of how the many "microcontinents" and island arcs that were migrating in the Pacific Ocean became "glued"to the continent and built it up through time. 3 fir✓ ww.E' Dinosaur Dynasty-Dinosaur origin, evolution and extinction will be covered. When the Y tY 9 skeletal mount of the Museum's Triceratops (one of the last dinosaurs to inhabit the earth) is completed; it will be the focal point for this exhibit. Reconstructions and remains of marine reptiles that lived in Oregon, including a sea going crocodile and ichthyosaurs(porpoise-like reptile)will be included. Age of Mammals -The Oregon Country.-This exhibit will provide a geologic setting for the last 65 million years, and it will center on how Oregon evolved to its present state. -Ancient Oregon Mammals.- The world renown terrestrial fossil faunas from eastern Oregon and marine faunas from the coast will provide the foundation for this exhibit. - Man Arrives in Oregon. This exhibit will tell the story of earliest man in our region. The Present - Oregon Country-Here, sites of natural historical interest in our state will be pointed out and localities of special interest will be highlighted. - Traversing Oregon- Taking the lead from the Oakland Museum in California,which gives a transect of natural landscapes through California,this will be a series of exhibits examining the range of plant and animal communities in our state,from the northern Oregon Coast east to the Wallowa Mountains. t - Nature and the Urban setting . This will be a series of exhibits examining "urban parks" _} and local wetlands. In the long term,the Association plans the addition of another exhibit component, "Oregon Landscapes",which will include landscaping Museum grounds to complement indoor exhibits, notably the theme "Traversing Oregon". The landscaped setting will provide a tranquil and reflective atmosphere, and offer some representative floras from various physiographic regions of our State. Complementary Cultural Attractions The Northwest Museum is expected to complement other attractions in the Portland area and in the region. In the Portland area there are a few facilities which include aspects of natural -� history or science education. These include the Children's Museum, Hoyt Arboretum, OMSI, 4 f 'Wry'' w,rw Washington Park Zoo, and the World Forest Center. None of the these,b definition,are Forestry Y natural history museums. They are types of attractions that along with natural history museums, are expected cultural attractions in a major metropolitan center. As stated in the feasibility study for the proposed Portland Aquarium (Ref.3), "Experience in other cities has shown that the addition of a new cultural attraction to a community will usually nQL serve to compete with other attractions in the area". Just as an aquarium would be expected to be complementary,the Northwest Museum would be expected to give visitors an additional reason to come to Portland and attend other cultural facilities there. Thematic overlap is expected to be minimal between the Northwest Museum and those listed 1 above. The Washington Park Zoo,World Forestry Center and Hoyt Arboretum deal almost exclusively with living biotas, do not cover the broad spectrum of natural history and have „1 geographic and temporal coverages dissimilar to that of the proposed Northwest Museum. OMSI j emphasizes processes in science (with a major commitment to technology)while the Northwest Museum will emphasize our natural heritage in a historical context. The Children's Museum offers natural history related exhibits which, in contrast to the proposed natural history museum, are oriented exclusively to the preschool and primary grade levels. The Northwest Museum can best be likened to the Oregon Historical Society , but with topical coverage devoted to our natural heritage. 1 In the Northwest, there are a few museums that are either natural history facilities per se or facilities that have a strong natural historical component. These include the Thomas Burke Memorial Museum in Seattle, University of Oregon Museum of Natural History in Eugene and the High Desert Museum in Bend. The first two have anthropology as their primary focus, while the High Desert Museum has a fundamental regional focus by concentrating on Recent plant and janimal habitats from and lands east of the Cascades. The Facility The projected net size (programmed areas) for the Northwest Museum facility is 11,050 s. f. (Table 1), while gross size is estimated at 14,130 s.f. Construction costs are provided in Appendix C. To the extent feasible,the Association will establish space that is flexible in function, arrange areas for ease of circulation and cluster rooms by their primary function. The functions of the various programming areas are discussed as follows. J5 wirr' t Table I '? NORTHWEST MUSEUM OF NATURAL HISTORY ASSOCIATION Allocation of space for Museum facility (square footage) Visitor Service Areas r Entry(Ticket Counter& Store) 700 JI Restrooms 400 Public Exhibit Areas Paleontology Exhibit Area 400 Permanent Exhibits 4,000 Special Exhibits 1,200 Administrative Areas Offices 650 Conference Room 250 Education Support Areas Classroom 750 Library 100 Exhibit Support Areas Exhibit Room 400 Shop 400 Staging & Storage 600 Collection Support Areas Museum Laboratory 1,200 1 j TOTAL 11,050 _ i 6 i Visitor Services Areas- These areas include the entry,which h ch wi Il have a combined ticket counter and museum store connected visually with the exhibit galleries. Restrooms are also a component of the service area. =� Public Exhibit Areas.- The exhibit area is divided into three functional units as given below (Table I; Public Exhibit Areas ). The principal area of 4,000 s. f. will provide the historical treatment discussed above. There will be a balance between ancient pre-history and the modern setting. The exhibit galleries will be an aesthetically pleasing blend of exhibit styles, including specimen mounts, dioramas and participatory exhibits. The theme developed is expected to remain essentially unaltered for intervals ranging up to several years, although individual exhibits will be changed from time to time. The next largest area(1,200 s.f.) is allotted for special exhibits. The final area, the Paleontology Exhibit(along with the Museum Laboratory), is designed to open up to the public many types of activities that are normally conducted behind-the-scenes in museums. Administrative Areas.-These will consist of four offices for the director, business manager, secretary &education director) and a conference room. The remainder of the staff will be allocated office space in relevant programming areas. t Education Support Areas.- These areas will include a classroom and library. The classroom may also be used as a lecture or meeting area. Exhibit Support Areas.- An exhibit room and shop will be provided, particularly as we plan for frequent rotation of exhibits- notably in the special exhibit area. Collection Support Areas.- The Museum Laboratory will include space for collections, specimen preparation, and curatorial work. That area will include enclosed spaces for preparation using electrical equipment and acids[with a fume hood], as well as layout space for l specimen preparation and assembly. Windows will visually connect the laboratory with the exhibit area (Paleontology Exhibit). Siting The principal site selection criteria are listed below (Table II). These are given as parameters that will be useful in the actual site selection process. Location is of paramount importance. .J 7 There will be an emphasis on investigating potential sites having easy access, adequate parking sand high visibility in addition to other factors including potential for clustering of cultural I attractions. Such ideal locations may maximize access for the greatest number of people in the primary market. While sites will be investigated in proximity to Portland city center, population projections given below(Table lll) which reveal burgeoning growth in Washington and Clark counties suggest that it is also important to look toward Washington and northern JMultnomah counties for potential locations. Those areas are most likely to have the greatest number of wooded parcels,which would offer"rural settings"consistent with a natural history `^ theme. Preference will be given to sites providing acreage in a woodland setting appropriate for exhibit projects involving outdoor landscaping. The projected acreage requirement is 20 acres, which would allow sufficient space for Museum expansion in the long term. Acreage requirements would be reduced provided the Museum sites adjacent to an appropriate park I offering a suitable backdrop and the potential for use by the Museum of nature trails. Site 1 selection criteria specific to landscaping concerns will take into consideration microclimate, 1 zoning of adjacent lands, soil types, bedrock lithology, hydrology, local topography and existing J vegetation. TABLE 11 Site Selection Criteria For Museum Facility I Criteria Optimal Conditions Size 15,000 s.f. Provision of utilities Adequate Expansion capabilities High Access High Visibility High Neighborhood Safety High Ambience Friendly Car Parking 150+ spaces Bus Parking 3 spaces Mass Transit 1 line J Unloading 1 bus; 1 car Handicap Access Front Door _� 8 1 Market Support Paid attendance is an important potential source of revenue for the proposed Museum. As such, it is useful to examine the market to derive visitation projections. As a basis for interpreting T attendance projections for the museum,visitation is examined with reference to two populations, residents and tourists. The resident market is defined by the four most heavily «�II populated counties composing and/or contiguous with the Portland area(Ref.4). These include 1 Clackamas, Multnomah and Washington counties, Oregon and Clark County, Washington. The tourist market is examined with reference to in-state and out-of-state visitors to the Portland area (=Portland/Columbia River Gorge area). Resident Market The resident market for the four county area is projected at 1.41 million people for 1990 (Ref. 5). The perimeter for the four county area is most irregular, ranging from 15 - 60 miles from Portland City Center. The population is nearly identical in size to that given in the J ERA report on the proposed Portland Aquarium (Ref. 3) for their primary market. That market _ J is delineated by a 25 mile radius from Portland City Center (30-45 minutes driving time from 1 city center) and is projected at approximately 1.43 million people for 1991. Projections given below (Table III) indicate that Clark and Washington counties will experience the highest population increases over the next several years. While Clark county is expected to have the greatest percentage increase in population, Washington County will experience the greatest increase in actual numbers of people. Multnomah County is expected to experience the lowest rate of growth. TABLE III Population Forecasts for Counties Defining Primary Market (modified from Ref. 6) County 1987 1995 2010 Change Change 1987-1995 1987-2010 -j Multnomah 562,997 590,669 629,102 27,672 66,105 Clackamas 253,404 299,317 367,907 45,913 114,503 Washington 278,307 340,358 439,352 62,051 161,045 Clark 208.697 259.499 353.067 50.802 144.370 TOTAL 1,303,405 1,489,843 1,789,428 186,438 486,023 9 Tl Tourist Market The non-resident market consists of two groups of people. One is out-of-state tourists and the other is composed of those who visit Portland but reside within state. A recent study has provided an estimate for annual visitation of 6 million out-of-state tourists to Oregon and a determination that 61.1 percent of such visitors travel to the Portland area(Ref. 1). Based on those figures,3,660,000 out-of-state tourists may be expected to visit the Portland-Cofumbia River Gorge area annually. We follow closely the ERA (Ref. 3) estimate for Oregonians who visit the Portland/Columbia River Gorge area. ERA estimates are calculated from data in a 1985 report(Ref. 7).' Estimated annual visitation by in-state and out of-state tourists to the Portland/Gorge area is given as follows: Vacations/Excursions by Oregonians to Portland/Gorge 334,287 Visition to Portland/Gorge by out-of-state travelers 3.660.000 Total Tourist Market 3,994,287 Attendance Projections Attendance figures for existing museums and related attractions principally in the Portland area provide a basis for projecting visitation for the natural history museum (Table IV). At the high _1 end of the spectrum are the Washington Park Zoo and OMSI having attendances well over 500,000. Several intermediate s.ze facilities have an annual attendance range from 70,000 to 160,000, while other smaller facilities have considerably lower attendance levels. Certain factors are consistent with an interpretation that the Museum can be expected to attain comparatively high attendance levels for its size. First, the museum's discipline is a topic of broad scope and of fundamental interest to a large segment of the population (eg. not a specialty topic). And, in the long term, the museum can be expected to rank in the top echelon of attractors in the community in terms of attendance. A major natural history museum in the l Portland area (when compared to other major natural history museums across the country) J could be expected to have capture rates of their primary markets ranging from 25- 50 percent, resulting in its being able to draw several hundreds of thousands of visitors annually. Strong ' We revise ERA's figure of 3,587, X38 in-state exursions by Oregon residents to 3, 789,268(Their figure omits the ten percent of thos6 residents who took(short)overnight excursions within the state only once a year(rather than two or more times a year)). That change resulted in a revision of the total number of vacations and excursions by Oregon residents from 318,382 to 334,287. -� 10 interest from school age children is also expected to be a favorable factor for high attendance. An exhibit program and promotional literature addressing strong tourist interest in Oregon's J natural features (Ref. 1) can result in a relatively high rate of attendance from out-of-state tourists. In addition,our current collections already contain prime exhibit specimens,certain of which (such as the dinosaur) will furnish the focus for exciting exhibits. Furthermore, attention will be paid to making the exhibit program balanced,varied, stimulating, and reasonably frequently rotating. Also, attendance projections given below assume that the Museum is adequately located,well managed and has an aggresive promotional strategy. i1 TABLE IV Attendance of Portland Area Cultural Attractions (modified from Refs. 2 &4) 1 Facility Size Attendance Admission (Adult) Wash. Park Zoo 63 acres 977,959 $3.00 OMSI 63,815 s.f. 677,591 4.00 J Portland Art Museum 50,000 s.f. 160,000 2.75 Oregon Historical Soc. 100,000 s.f. 100,000 Free Children's Museum 14,365 s.f. 131,000 2.50 (donations) JWorld Forestry Center 50,000 s.f. 150,000 2.00 Japanese Garden 5.5 acres 130,000 3.50 Pittock Mansion 16,000 s.f. 70,000 2.50 Am.Advertising Mus. 6,000 s.f. 30,000 1.50 1 Carousel Museum 2,400 s.f. 6,205 1.00 Oregon Maritime Mus. 2,500 s.f. 8,000 (18 mo.) 2.00 The museum in the area closest in size to thero osed Northwest Museum is the Children's P P J Museum with its annual visitation greater than 130,000. While exhibit themes and styles are expected to differ significantly, as well as the demography of the attendees (Children's Museum would be weighted much more strongly toward young children), attendance figures for the two could be expected to be similar once the natural history museum becomes well established in the community. 11 Another museum which until recent) had an operational budget comparable in scale to that Y P 9 P 1 proposed for the Northwest Museum, is the High Desert Museum in Bend. That museum has J focused on interpreting plant and animal habitats,thematically along the lines of the r. Arizona-Sonora Desert Museum. Even though the High Desert Museum is comparatively young and has a small primary market,the facility has recently attained (just prior to its recent expansion phase) an annual attendance of 100,000. The attendance figures for these facilities suggest that under favorable conditions, the y Northwest Museum can reasonably expect to draw 100,000 people or more once it is well established in the community- or after about five years from opening. First year's projected j1 attendance is estimated at half of that figure (50,000), assuming that the Museum is promoted J properly at the outset. Thus, an average annual rate increase in attendance of approximately 19 l percent will bring the attendance to 100,267 in the five year interval. Capture Rates Cooper Consultants Inc. (Ref. 4) estimated that about 25 to 50 percent of the attendees to most cultural facilities in the Portland area are tourists. For calculations they used a figure of 33 percent. Assuming such a rate will be representative for the Northwest Museum, then capture ` rates for the primary and tourist markets would be approximately 4.8 and 0.8 percent 1 respectively by the fifth year of Museum operation. ,1 Financial Pro Forma The financial pro forma (Appendix D ) gives estimates of revenues and expenditures for the Northwest Museum for its first five years of operation. Notes regarding the pro forma are 1 provided, as follows: Revenues: 1. The market analysis projects attendance for the first year at 50,000 and increasing annually at a rate of 19 percent to a total of 100,267 visitors by the fifth year. The Market analysis also indicates that admission rates of$2.50 for adults, and $1.25 for students and seniors are within the range for facilities of comparable size in the area. (Those rates will be in effect during years 1-3, while rates of$3.00 for adults and$1.50 for students and seniors are planned for years 4-5.) For revenue projections an average rate at 65 percent of adult charge is used taking into consideration the student/senior admission rate and free admissions. 12 l 2. The Association is expected to have established a strong membership base as a result of the capital fund drive and other Museum activities prior to the opening of the facility. Membership is estimated at 1,000 for the first year of operation, and is expected to experience an annual net increase of 200 members. Support from memberships is calculated at an average rate of $25/membership. r3. Gift shop sales are forecast at$1.00 per capita and costs related to store operation are estimated at 80 percent of store revenues. 4. Educational program revenues are based on a projected schedule of classes, outreach offerings, lectures and lecture series, and field excursions, as well as sales of educational packets and materials. Expenses: 1. Expenses for staff include salaries and benefits (at 20 percent of salaries) for nine positions. Salary & benefit increases are estimated at three percent annually. The annual increase for contracted services is also projected at three percent. 2. Allocations for utilities, public information and supplies are projected to increase annually at a rate of three percent,while increases for other line items are estimated by needs from year to year. J3. The entry for public information consists of projected expenses for public relations, ` including printing costs. _J 4. Maintenance estimates are based on the premise that relatively few funds will be required for a new facility. With increase age of the facility such costs should rise eventually to about $20,000 per year. I Financing and Management The capital fund raising campaign for the Museum is estimated at$2,677,726. That figure includes projected construction costs at$2,317,933, fund raising and associated costs at $231,793, costs for the Master Plan at$60,000, and funds to offset operation shortfall for 13 the first year that the facility is en to the public(68,000 to be raised prior to first year of Y tY P P ( � P Y operation). These costs are based on 1990 dollars. Based on projected completion of the campaign in 1993,total funding of approximately$2,850,000 will be required. Several T � sources will be sought for funding of the project to help assure its success. The majority of the required funds will be sought from foundations, individuals and private corporations. There are several potential sources of federal and state funding. Among the federal sources are the National Science Foundation and the Institute of Museum Services and among state sources is the Oregon Economic Development Department. �J The estimate for the capital campaign is based on the assumption that a site will have been -,� secured in 1990 and that the ensuing capital campaign will have a duration of three years. These estimates further assume that a site will be obtained at no cost. 1 The financial pro forma(Appendix D) for the operation of the Museum projects varied sources for support and revenue to help promote fiscal viability. While a significant amount in contributions and grants is expected to be required for the first years of operation, support 1 from those sources is projected to comprise less than ten percent of the total operational budget J by the fifth year. Thus, by the end of the formative five years in the operation of the Museum, it is expected that the facility will be a fiscally viable organization. Also, the plan calls for seeking cooperative arrangements with other organizations and/or agencies such that they can further promote the fiscal strength of the Museum. Nine staff positions are projected once the museum is open to the public (Table V). Contracted services include those for accounting (annual audit), legal services and exhibit construction. Strong volunteer support will be required to assist with the varied functions related to Museum 1 operation. I .1 J14 I Table V f Projected Staff and Salaries for Completed Museum Executive Director $25,000 Business Manager 19,000 Education Director 19,000 Exhibit Director 19,000 Curator 19,000 Secretary 15,000 Admissions Clerk 15,000 Store Manager 15,000 1 Custodian 15,000 References 1. Oregon Travel and Tourism - Visitor Profile, Marketing and Economic Impact. Dean Runyan Assoc.&The Lyon Group; Prepared for the State of Oregon, Tourism Division; 1989. I2. Marketing Portland -A Plan for City Action. Portland Development Commission; 1989. 3. Proposed Portland Aquarium - Market and Financial Feasibility Analysis. Economic 1 Research Associates, Los Angeles, California; 1987. -� 4. Portland American Indian Cultural Center Feasibility Study. Cooper Consultants, Inc., l Portland, Oregon; 1989. f 5. The Regional Forecast- Population, Housing and Employment Forecast to 1990 and 2005 - j Portland[Vancouver area. Metro; 1985. J6. The Regional Forecast- Population, Housing and Employment Forecast to 1995 and 2010 - Portland/Vancouver area. Metro; 1989. 7. Oregon Resident Vacation and Pleasure Travel Study. Dept. of Leisure Studies, Univ. Oregon; 1985. 15 Appendix A Mission Statement The Northwest Museum of Natural History Association is dedicated to establishing a natural history museum in the Portland area. The museum will pay tribute to life,past and present, and its relationship to the environment. Prehistoric man will be included. Museum programs will be developed by the Trustees of the Association and museum staff, advisors and volunteers within the framework of the following goals: Exhibit Program Goals y: - provide exhibit themes centering on living plants and animals and extinct life. Education Program Goals - promote an appreciation and further understanding of natural history. - promote informed decision making on matters regarding natural resources and land management. s Research Program Goals • instill interest in research opportunities in natural history. • develop specialized fields of research expertise in natural history. ` Collection Program Goals 4_ • acquire and preserve natural historical and archeological specimens and related archival materials. The program will selectively obtain those materials in greatest need of conservation and those which complement optimally the exhibit, education and research programs. f Library Program Goals ' acquire literature selectively by concentrating on references not available locally and those which are complementary to the above goals. fj ;11 i,e 16 Appendix B. 45.000 f 42.500 JJJ Burke.Museum Attendance Figures 40, 7-1-86 to 6-30-88 37.5W- 1996 Third Quatter: 60,344 1987 Third Quota: 45.037 1986 Fouttb Quart.44373 1987 Fourth Quart 41.612 Chinasaun 35.000 1967 Fire Quart 40.511 1988 First Quarter. 59.827 1987 Sena-Quitter.43370 1988 S000nd Quarter.107.542 "1 32.500 188.898 254.018 J30.000 27300 Authority&Ot wncn: Art of the SePdc Riva Lana 25.000- 22.5W- 20.000- 5.00022.50020.000 The Um Voyagc of L Paouie Robes with 11mons -� 17,500- Celebration of Has Tapa 15.000 1 12.500 1 10.000 Gfc Rm soon 7.500 5.000 2.500 7/86 8186 9/86 10186 11/86 12M 1167 2167 3/87 4187 5/87 6/87 7/87 8187 9/87 10/87 11/87 12187 1/88 2/88 3/88 4/88 5/88 6/88 15.670 27.319 17.355 17.116 16,310 10.127 12297 12.975 15.239 12.719 17.724 13327 17.1189 15.699 11.459 15.200 14.607 11.805 12601 12119 35.107 45361 MAA 32539 The attendance figures given for the Thomas Burke Museum reveal the high value of both dinosaur and traveling exhibits. The Museum hosted a special exhibit of dinosaurs from China, as well as North American dinosaur material in the process of being prepared, from March through September, 1988. The exhibit resulted in a peak attendance three times greater than the(pre-exhibit)monthly average 1 within the first two months of the exhibit, in March and April, and a sustained monthly attendance nearly double that average from May through September. The exhibit resulted not only in a higher peak attendance than ever before for that museum, but a significantly higher attendance for more months for a special exhibit than experienced previously by the Museum. Attendance figures such as these point to the great potential for high attendance rates for the Northwest Museum,with its growing dinosaur collections. (From Thomas Burke Memorial Museum.) 17 1 ,l Appendix C Estimate of Project Construction Cost Northwest Museum of Natural History ,.h Building Area (s.f.) 14,130 ._1Building Cost $1,452,000 J Site Work 117,056 Architectural Services 156,906 Exhibits @$150/s.f. 210,000 Exhibit Design 26,250 Furn. & Equip. 100,000 1 Other Fees 45,000 Contingency (10%) 210,721 l TOTAL $2,317,933 -! Construction Subtotal $1,569,056 I .j a i 1 -� li3 y Appendix D NW Museum Natural History; Pro Forma Budget Statement of Activity; first five years of operation Yr1 Yr 2 Yr3 Yr4 Yrs SUPPORT&REVENUE Admissions $81,250 $96,688 $115,058 $164,303 $195,521 <� Memberships 12,500 18,750 25,000 40,000 45,000 Store (net) 10,000 11,900 14,161 16,852 20,053 Educational Prog. (net) 15,600 23,100 28,100 32,000 36,000 �l Contributions & Grants 168,050 146,484 125,366 64,540 30,887 Special Events (net) 4,000 5,000 6,000 7,500 10,000 TOTAL $291,400 $301,922 $313,685 $325,195 $337,461 EXPENSES J Staff $188,400 $194,052 $199,874 $205,870 $212,046 Contracted Services 18,000 18,540 19,096 19,669 20,259 Utilities 20,000 20,600 21,218 21,855 22,510 Telephone 5,000 5,000 5,500 5,500 6,000 Public Information 35,000 36,050 37,132 38,245 39,393 Insurance 6,000 6,000 6,500 6,500 7,000 _1 Maintenance 4,000 6,000 8,000 10,000 12,000 Y. Exhibit Materials 3,000 3,500 3,500 4,000 4,000 Equipment 4,000 4,000 4,500 4,500 5,000 Supplies 6,000 6,180 6,365 6,556 6,753 Travel 2,000 2,000 2,000 2,500 2,500 TOTAL $291,400 $301 ,922 $313,685 $325,195 $337,461 I 1 19