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R-02-03-14-13C2 - 3/14/2002RESOLUTION NO. R- 02- 03- 14 -13C2 WHEREAS, the City of Round Rock desires to retain professional services for an assessment of the retail trade potential of Round Rock, and WHEREAS, The Cornerstone Group and The Buxton Company have submitted a Consulting Agreement for Professional Services for Retail Trade Assessment to provide said services, and WHEREAS, the City Council desires to enter into said Agreement with The Cornerstone Group and The Buxton Company, Now Therefore BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK, TEXAS, That the Mayor is hereby authorized and directed to execute on behalf of the City a Consulting Agreement for Professional Services for Retail Trade Assessment with The Cornerstone Group and The Buxton Company, a copy of said Agreement being attached hereto as Exhibit "A" and incorporated herein for all purposes. The City Council hereby finds and declares that written notice of the date, hour, place and subject of the meeting at which this Resolution was adopted was posted and that such meeting was open to the public as required by law at all times during which this Resolution and the subject matter hereof were discussed, considered and formally acted upon, all as required by the Open Meetings Act, Chapter 551, Texas Government Code, as amended. RESOLVED this 14th day of March, 002. STLUKA, .R., Mayor AT .T: n City of Round Rock, Texas CHRISTINE R. MARTINEZ, City Secret y ..00nn\WORCOOX \o: \WDOX \RESOLUTI \R2ouac2 .WPO /sc CITY OF ROUND ROCK CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES FOR RETAIL TRADE ASSESSMENT THIS AGREEMENT for professional services for assessment of retail trade potential ( "Agreement ") is made by and between the City of Round Rock, a Texas home rule municipal corporation, whose offices are located at 221 East Main Street, Round Rock, Texas 78664 -5299, ( "City") and The Comerstone Group and The Buxton Company ( "Consultants "), whose offices are located at 2651 South Polaris Drive, Fort Worth, Texas 76137 -4479. RECITALS: WHEREAS, City has determined that there is a need for research that will produce critical fact -based infonnation and marketing packages that can be used by City to proceed with the attraction and expansion of the retail and commercial sectors; and WHEREAS, City desires to contract for professional services for such market research services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by every party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. hereof. The term ofthis Agreement shall be for twelve (12) months beginning from the effective date It is expressly acknowledged by and between the parties hereto that work shall begin within seven (7) calendar days of execution of this Agreement. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or may elect to continue with the next deliverable or phase. 1 EXHIBIT "A" 1.02 PAYMENT FOR PHASE I In consideration for the professional services to be performed by Consultants, City agrees to pay Consultants a not -to- exceed total sum of Twenty Thousand and No /100 Dollars ($20,000.00) for Phase I "Retail Trade Assessment," in accordance with this fixed -fee Agreement. In addition, City agrees to pay specified expenses only as enumerated on Exhibit A attached hereto and made a part hereof for all purposes. Consultants' compensation for professional services shall not exceed, without written consent, the amounts indicated in this Agreement and exhibits. City shall pay, strictly within the confines of the not -to- exceed sum recited herein, Consultants' professional fees for work done on behalf of City. City shall pay the actual expenses of necessary pre - approved travel associated with this Agreement, but City shall not pay any markup for travel expenses. 1.03 TERMS OF PAYMENT To receive payment, Consultants shall prepare and submit a detailed invoice to City for services rendered. If City has any dispute with work performed, then City shall notify Consultants within thirty (30) days after receipt of invoice. In the event of any dispute regarding the work performed, then and in that event Consultants shall either (a) satisfactorily re- perform the disputed services or (b) provide City with an appropriate credit. 1.04 OBJECTIVES AND SCOPE OF WORK Consultants contract to work with City to conduct and complete a retail trade assessment in the City of Round Rock which will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will be conducted and completed to determine the opportunities for additional retail trade. In this Agreement, the term "retail" also includes restaurants. Objectives and Scope of Work: Consultants agree to provide, by way of inclusion but not limitation, the following services: PHASE I - RETAIL TRADE ASSESSMENT A. Analysis of potential retail zones to include: • Identification of potential retail zones • Analysis of the viability for commercial retail at each identified zone 2 B. Analysis of households to include: • Geocode all households in the zones identified above • Determine and analyze demographics of such households • Determine and analyze psychographics of such households • Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of the zones identified D. Deliverables • Research Report including: 1.05 REQUIRED REPORTS Consultants agree to provide City with a detailed final written report, together with all information gathered during the course of the project Additionally, Consultants agree to provide City and City's invited participants with an oral presentation of such detailed final written report, at City's designation and at no additional cost to City. • Map of potential retail zones with household density • Graph of household profiles of each zone identified • List of potential retailers with graphical representation of their core customers compared to community's household profile 1.06 LIMITATION TO SCOPE OF WORK Consultants and City agree that the scope of work to be performed is enumerated in Section 1.04 herein. Notwithstanding anything in this Agreement to the contrary, all parties agree that City retains absolute discretion and authority for all funding decisions, such decisions to be based solely on criteria accepted by City which may be influenced by but not be dependent on Consultants' work. 1.07 OBLIGATIONS OF CITY City shall assist Consultants by providing the following: 3 A. Project Liaison • Designate a local Project Manager who will interface with the Cornerstone Group during the course of the project B. Materials and Reports (all to be returned to City at completion of project) ■ Economic planning analysis, community visioning or future studies ■ Current zoning map • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years • List (and physical location on map) of up to three sites or areas to be analyzed for desirability for retail or shopping center development after completion of Phase I • List (and physical location on map) of all shopping centers or malls in the city or extraterritorial jurisdiction • List (and physical location on map) of all major national retailers in the city or extraterritorial jurisdiction • List of any shopping centers or national retailers that have purchased property but have not opened, along with indication if project is under construction • Economic development marketing materials currently used by the community • Only at the specific request of Consultants, delineation of ownership of potential retail or shopping center locations C. Meeting room to accommodate final report session. City shall be responsible for extending invitations to participants. Consultants shall be responsible for providing all briefing/presentation materials. 1.08 NON - APPROPRIATION AND FISCAL FUNDING This Agreement is acommitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Consultants a written notice of termination at the end of its then current fiscal year. 4 1.09 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultants will be made within thirty (30) days of the day on which City receives the performance, supplies, materials, equipment, and/or deliverables, or within thirty (30) days of the day on which the perfomiance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or services, whichever is later. Consultants may charge a late fee of one percent (1%) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. There is a bona fide dispute between City and Consultants concerning the supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 2. The terms ofa federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. There is a bona fide dispute between any of the parties and subcontractors or between a subcontractor and its suppliers concerning supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 4. Invoices are not mailed to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 1.10 TERMINATION This Agreement may be terminated for any of the following conditions: 1. By City for reasons of its own, with or without cause, and not subject to the mutual consent of any other party, such written termination notice to be given to the other parties not less than thirty (30) days prior to termination. 2. By mutual agreement and consent of all parties, such agreement to be in writing. 3. By City for failure by the other party or parties to perform the services set forth herein in a satisfactory manner, such termination notice to be given in writing to the other parties. 4. By any party for failure by any other party to fulfill its obligations as set forth herein. 5. By satisfactory completion of all services and obligations described herein. 5 Should City terminate this Agreement as herein provided, no fees other than fees due and payable at the time of termination shall thereafter by paid to any other party. In determining the value of the work performed by any other party prior to termination, City shall be the sole judge. Compensation for work at termination shall be based on percentage ofwork satisfactorily completed to that time. Should City terminate this Agreement under this Section 1.10 (1), the amount charged during the thirty (30) day notice period shall not exceed the amount charged during the preceding thirty (30) days. If any party defaults in performance of this Agreement or if City terminates this Agreement for default on the part of one of the other parties, then City shall give consideration to the actual costs incurred by the other parties in performing the work to the date of default. The cost of the work that is useable to City, the cost to City of employing another firm to complete the useable work, and other factors will affect the value to City of the work performed at the time of default. The termination of this Agreement and payment of an amount in settlement as set forth above shall extinguish all rights, duties, and obligations of City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to cancellation. 1.11 INDEPENDENT CONTRACTOR STATUS Consultants are independent contractors, and are not City's employees. Consultants' employees or subcontractors are not City's employees. This Agreement does not create apartnership, employer - employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other parties. Consultants and City agree to the following rights consistent with an independent contractor relationship: 1. Consultants have the right to perform services for others during the term hereof. 2. Consultants have the sole right to control and direct the means, manner and method by which services required by this Agreement will be performed. 3. Consultants have the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultants or their employees or subcontractors shall perform the services required hereunder, and City shall not hire, supervise, or pay any assistants to help Consultants. 5. Neither consultants nor their employees or subcontractors shall receive training from City in skills necessary to perform services required by this Agreement. 6. City shall not require Consultants or their employees or subcontractors to devote full time to performing the services required by this Agreement. 6 7. Neither Consultants nor their employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of City. 1.12 NON - SOLICITATION All parties hereto agree that they shall not directly or indirectly solicit for employment, employ, or otherwise retain staff of the others during the term of this Agreement. 1.13 CONFIDENTIALITY Any programs, data, or other materials furnished by City for use by the parties in connection with services to be performed under this Agreement shall remain the sole property of City and shall be held in confidence by the parties as set forth hereunder. All parties agree to hold all confidential information in the strictest confidence and not make any use thereof other than for the performance of this Agreement. Notwithstanding the foregoing, the parties recognize and understand that City is subject to the Texas Public Information Act and its duties run in accord therewith. 1.14 SERVICES WARRANTIES Consultants warrant that all services performed hereunder shall be performed consistent with generally prevailing professional or industry standards, and shall be performed in a professional and workmanlike manner. Consultants shall re- perform any work not in compliance with this warranty. City shall report any deficiencies in Consultants' services to Consultants in writing within one hundred twenty (120) days from successful implementation and acceptance of the work to receive warranty remedies. 1.15 INDEMNIFICATION Consultants agree to hold harmless, exempt, and indemnify City, its officers, agents, servants and employees, from and against all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, attorneys fees, and claims, and any and all other costs and fees incident to any work done as a result of this Agreement arising as a result of actions by it and its agents and subcontractors during its performance pursuant to this Agreement. 1.16 ASSIGNMENT AND DELEGATION No partymay assign any rights or delegate any duties under this Agreement without the other parties' prior written approval. 1.17 LOCAL, STATE AND FEDERAL TAXES Consultants shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. City will not do the following: 7 1 _ Withhold FICA from Consultants' payments or make FICA payments on their behalf; 2. Make state and/or federal unemployment compensation contributions on Consultants' behalf; or 3. Withhold state or federal income tax from any of Consultants' payments. If requested, City shall provide The Cornerstone Group with a certificate from the Texas State Comptroller indicating that City is a non -profit corporation and not subject to State of Texas Sales and Use Tax. 1.18 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to the recipient's address as stated in this Agreement; or 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to The Cornerstone Group: The Comerstone Group Attention: Bill R. Shelton, Managing Director 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to The Buxton Company The Buxton Company Attention: Harvey H. Yamagata, Vice President 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to City: City of Round Rock Attention: Robert L. Bennett, City Manager 221 East Main Street Round Rock, Texas 78664-5299 8 AND TO: City Attorney's Office Attention: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, Texas 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of City and Consultants. 1.19 APPLICABLE LAW The laws of the State of Texas shall govern this Agreement. Venue shall lie in Williamson County, Texas. 1.20 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including the exhibits listed below, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized representative for each party. This Agreement may be executed in multiple counterparts, which taken together shall be considered as one original. 1.21 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City shall select one mediator and Consultants together shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Consultants hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration 1 proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1 -14) or any applicable state arbitration statute. 1.22 ATTORNEY FEES In the event that any lawsuit is brought by one party against any of the other parties in connection with this Agreement, the prevailing party shall be entitled to seek to recover its reasonable costs and reasonable attorney fees. 9 1.23 FORCE MAJEURE Notwithstanding any other provisions of this Agreement to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or a breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by any one or all of the parties. 1.24 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity of enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.25 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No purchase order or other ordering document that purports to modify or supplement the printed text of this Agreement or any schedule, exhibit or addendum shall add to or vary the terms of this Agreement. All such proposed variations or additions (whether submitted by Consultants or City) are objected to and deemed material unless properly agreed to in writing. Except for contractual obligations recited herein, no party shall be liable for any failure due to causes beyond its control. The failure of a party to exercise any right hereunder shall not operate as a waiver of said party's right to exercise such right or any other right in the future. To expedite order processing, transmitted copies are considered documents equivalent to original documents; however, City agrees to provide the other parties with one fully executed original Agreement. IN WITNESS WHEREOF, all parties have executed this Agreement on the dates hereafter indicated. 10 FROM : CITY OF ROUND ROCK, TEXAS ATTEST: By Robert A. Stlaka, Jr., Mayor Date Signed: THE CORNERSTONE GROUP 2 By: �� dr Bill R. Shelton, Managm Dir Date Signed: .9/7 THE BUXTON COMPANY By: FAX NO. : Harvey H. Yamagata, Vice President Date Signed: 11 Mar. 07 2002 01:51PM P2 Christine R. Martinez, City Secretary Date Signed: 03'06/2002 17:37 18173323686 CITY OF ROUND ROCK, TEXAS ATTEST: By: THE CORNERSTONE GROUP By: THE BUXTON COMPANY By Robert A. Stluka, Jr., Mayor Christine R. Martinez, City Secretary Date Sighed: Date Signed: Bill R. Shelton, Managing Director Date Signed: Harvey . Yauna} ta, ice President Date Signed: W J9'Gk, •fp , 2027 11 PAGE 02 @. oomnmORLDOWNVDOVCORAJG NUGENERA00002735S WF0 y Exhibit A Expenses Up to a maximum cap of $1,000.00, City shall reimburse Consultants at actual cost for the following expenses that are directly attributable to authorized work performed under this Agreement: • Travel expenses other than normal commuting, including airfares, rental vehicles, and highway mileage in company or personal vehicles at $0.31 cents per mile. All travel must be approved by City prior to incurring travel expenses. • Meals, not to exceed City's travel per diem. • Lodging. • Telephone, fax, online and telegraph charges. • Postage and courier services. • Printing and reproduction. History: DATE: March 8, 2002 SUBJECT: City Council Meeting — March 14, 2002 ITEM: 13.C.2. Consider a resolution authorizing the Mayor to execute a Consulting Agreement for Professional Services for Retail Trade Assessment with The Cornerstone Group and The Buxton Company for an assessment of the retail trade potential of Round Rock. Resource: Joe Vining, Planning Director Public Comment: None required. With the increased importance of diversifying our tax base, staff is recommending that we contract with Cornerstone and Buxton for Phase I (only) of their Community ID study. Phase I is an assessment of the retail trade in the City of Round Rock. This assessment will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will determine the opportunities for additional retail trade. Funding: Cost: $20,000 plus travel and miscellaneous expenses not to exceed $1,000. Source of Funds: Self Financed General Construction Outside Resources: The Buxton Company and The Cornerstone Group Impact/Benefit: The study will produce a map of the potential retail zones with household density, graphs of household profiles, and a list of potential retailers with graphical representation of their core customers compared to the community's household profile. Sponsor: Planning and Community Development Department MI MN M -- E N MN MI MN I MN MN NM ME NM MN MN T111 Iq Yllll�f u" !► r? q !i j ..: � L Flr f 1 T � � cr4J f�brt 1 __ (`.� 1 _ : �9��16 frr .��Ji�l�= .,::r�r�ii��(r� ,�, Il�j��-�� C;rn1�Ri( >.- ( C1, tiY�lllll il�r�nl[ , ��.��.Y.pplrll�(rtll�r�91��1 .- ,,,.,,. S^- �IJ( gll >Ijfil�l��l�l�ilOj)G..::.�,;j . ➢��f.1�G eG.��_,t r;, �J1- >(h�...�. C ommunitylD® The Retail Recruiting. System City of Round Rock Phase 1- Retail Trade Assessment August 2002 10..1 : w4 Tay E"FGi, '/ � Y/ i '�i ni rr� � �I� �� a � �� +��r�r� , IIP a+r i lr �ll�J�1 i lJ L.i' ijr 9 i{ k: .Ifrl�hik� - rl�Ik. .Y I I ri m cn�i it �.. TtlitAff airrg Ori , r A l� IT , , ; TTY, � >� i 41 — �Fl %. i rA Ili j!1 '1�I�1 J �1J1j1j j r _ 1 �kt‘ i 5t... l 41 ,. (G11444411 The two Phase Phase iL' TOSir -:,: -, 111�P' (( tilil � idii1 r ,� ri r ... r .4.1 '♦ `(� '/� :�.!I 6qi'�� L > ,! 1..; ' le r �� -, G% k._ .02114.4 OA f3 �, °' 0. fm . ii1_',r, >,-- 111„, `{- -+ f ilifi ' nit ie s C o m m u n phases of Community I : Assesses Your II: Action Marketing i tylD /D : Retail Potential System j _ , f 1 .. *� ."- P T ! IL -4 f Olili V tl l r vilf' . :-. 1 l _rir+if. _ I4ip:. i n } ,, ,Ti:kli1111 _ A j . 1 L g ; i 6 - , i �1a4 1 1 1 4 1 - 4 . 1 1 r ( l i i 1 1 1 i l 1 . -. S ki /rr _'' lei #611VP ., .aili�i �a�.11li;:Vi,--. ?.W4iiiku, rIk. _ - -. 1��..Elait't i��J.�l�c tA *Ai li - ....,., 1.(;+ r... , r�,� a ,' .iii .t fit ra -.a MO In MS BM MI MO MI NM IM • NIB MI OM • MN MI ME I= MO WI MI NM MN I= In MI CommunitylD® "Guittph 1jJJy ii ro f(* Yfitirt Phase 1 > Assesses the retail potential of your community • Profiles the lifestyles and buying habits of the households in your community > Rates the retail potential of three zones in your community > Provides a sampling of some retailers that match your household profile - 1111.0 -Inty ADANTEILi.--10,gilitt -1 1rt 3 .24t•F- ,- . "DIVA UNVAILP1144-,: ItAkAi' Iltax4(69titk.- fTih JE.44417,-.„, MO O — M M MO — M — — — — MO M II TAP 114 �>'ibrir - — -- > 0" 1 rr�iM Round Rock Phase Project Overview Purpose: To analyze the potential of four selected zones in Round Rock to attract and expand the retail sector. Areas of Analysis: Central Zone - Ovoid area centered on County Road 173 southwest of the intersection of Interstate 35 and Farm -To- Market Road 3406, or Old Settlers Blvd. East Zone - Square centered on The Dell Diamond baseball park off United States Highway 79, or Palm Valley Blvd. North Zone - Circular area centered on the intersection of Interstate 35 and Farm-To-Market Road 1431 South Zone - Circular area centered on the intersection of North Mays Street and East Main Avenue, just east of Interstate 35 rml, Application: With this analysis, Round Rock's civic leaders can -,�J4 make a more informed decision about investments in v1`1r,� infrastructure and can focus resources on areas of higher retail li development potential. ifs. i1lij� i4. t f JjJ1i1 ',AT T 4.1 , 1-_ , J„.,, .. dill i'n _ NMI fit.L. 'Iv'111t '1 iir1.“1... ( Di'' i 'JIli1 J't'1 ji iin . , .t ra' a aa n !';.,,. • ia�lrl, ' i- 411 irf° r ...� „ ul „`-- iri� 7 ,;e T°` ` I 3If inii. ( 3 i 0 ,.11f) t ;, t(s al( : ..1'40.11 Year Gross Retail Sales 1997 $2,445,661,481 1998 $3,073,517,962 1999 $3,327,152,463 2000 $4,134,334,006 2001 $4,557,587,793 •— r — M - - -- MN NM OM Me = I NM MN I ME T 4:11 7 1� ilfo116it.:. 1411 l� i rn ,�?� 1 J 11i 7rii Iili xii 1D : t: -{dill 1t4.l iii-• Alli t 77 ,tlt- kllf OreN Round Rock Overview Retail Trends $5,000,000,000 84000,000,000 $3,000,000,000 $2,000,000000 $1,000.000,000 $0 Round Rock Gross Sales (Taxable) 1997 1998 1999 2000 2001 Source: State of Texas Comptroller $50,000,000 840,000000 $30,000,000 $20000,000 $10,000,000 $0 Sales Tax Collections by Year 1997 1998 1999 2000 2001 Source: State of Texas Cotptroller Year 1997 1998 1999 2000 2001 Sales Tax Collection $12,377,742 $20,428,855 $28,579,307 $36,318,813 $42,217,129 } 46% 71% Vika freyi !I , irif f I 1` �I'i ,.. rl1J ,hill;. _rttj! " 1�rr ; 41:t .. `(D jiv6`f '4.t' Ii1 rlfi .. II I;l:r r a - 1111usyyIY'F ( I 1 J h l tli I, l rT11 �I - �t. �.1R f X ' [7, (� I I f31P' - trCIRI MN MI I — N OM I MI M EM — MO MI MI MN M IM I MIll �4Yifji I III 1i�i�l ii 4� { al(i� wTiI -f li� �. 1��il7!! 1iu - i)iP ?ahyt - ? / / - JiU `.:14 ri41 't ITP4' ' _ , n� ��i Iris" %� � ' X' 116) Traditional Profiling • 1,0; Traditional Profiling relies pAty, "11sj' on Demographics �!I{t 1 :��Ilkz Age Sex Race Population f7-in f i � ? r f � rrl i i i��i r. ,. ]Iii k °i iU i "� f`�c�r n ; (11'1 `i tf 1441Z 7'101111719_1111 `:�� 11r1�rc,l�fi:±.';,,;.,:,;, ISk_Yf1' }j; ri(i rr, `ilk #IYfjl�'l, -_ "i ij ? f `� 1 rh1;cfF . !!.())_Ti'( ;13,1)).11 / X1 rolfi:;,;; Siliti I J[j I_r,imjlr- 1111e0lirblsljlhil1 Vi. 11.1) 1■14 .,. it 1Ti J ;Itirij .,ijT` l ...I i f j' 1.04. f fiji J.' JI \Il �,, -i- �,Is=; �f 1, ,;;;;„ -I 1 �-. � �' lit) 14Ir `iJ,ii �ail�g �n1� , .V � I - 74-6 1 rte' - _',I New technology J r lri 1.;f)) 1 F rcr+41 - 1 CommunitylD® Profiling profiling uses 50 unique psychographic t�hk �h�Isr mit 'if II 4,4, i „ ;1t . IPA n J iI +� Ylit; i ,. :; '� r T r y segments based on over 2 500 different lifestyle & g 2,500 y purchasing characteristics, as well as demographics 10 7 C 4 ` 1 ..ear o 3 2 - n 11 n , _ - M - _ n p.,n n,M - n, - 11 - _ n,�,l, n _ ,n _ 2 4 6 8 ., 10 72 74 76 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48 50 ! i � 11f71J /l 1' ! {,i.r. -.: ilShfiIry -_? II s.viV4.,; FJpAIL TIl ��s _f ., -,,.- l'. Jlri e f(Io ll , (tlj iiiiiii- is . . h , l :, 7 r''' —.R :11.1IE15 d.: -. 1Tiff Ir 'oil* 1 ° II(:! Ir - . 'Pit I `= 'h y li I��I , _ i �f 7 . _ _ A W ' ' ° dr. 1S 1'i . s � I I l 1 r Y( - f(Q f� G �� . MI MO — In MI ME M - - -- WI I NM NM ! MN I Segments Description Households Percent 5 Prosperous Metro Mix 3,140 15.8% 6 Good Family Life 1,697 8.6% 11 Family Ties 6,406 32.3% 17 Stars & Stripes 1,081 5.5% 18 White Picket Fence 1,319 6.7% 40 Trying Metro Times 1,665 8.4% NM N — — — — — — — ! — MU MN 1 - tbilifputrfin- - ,-.4;-ignerAgh .;.�If`i,�rr,- /r.��[i4... _Y�hiiaidlrrar,• Ifo'1. lj�� I1 �rN rC rp sh�iril i� itun; Dominant segments 5, 6, 11, 17 and 18 have relatively high disposable income and are valued by most retailers Round Rock Overview Household Profile E% „;Jtr:; IPA Percent 10 10 13% 32% City of Round Rock I. 1 1. - • Round Rock 1 2 3 4 0 B 7 B O 10 11 ,2 13 14 10 10 17 ,0 19 20 21 22 23 24 29 Beg elan 29 27 20 2930 31 32 3334 3533 37 30 39 40 91 42 43 44 40 40 97 40 49 00 to) Ifl .lr y6, �i ` "i lr('su::. �Ir �4ir1/ ": IIG 1'? r t6;y l i j �l, - cri j l lj�.; r ,,, >!«X ;i�yiaiaijililJlr� ..- 1 DS1r+r�a - 1 ;` 1mt Xr ", �Ub i rk r'!(? are IIf I ., ` -1--I S`L` -- -! r 1 '��,p. ;: II i/ 7 IIJ1li '1n I(Wilk Q _;.v r(� rdtd ) r, Ali Item # Lifestyle Characteristics Index 1 Visit Disneyland 243 2 Have three or more PC's in the household 203 3 Watch Showtime 145 4 Have a home security system 179 5 Listen to all news radio format 179 6 Own or lease a Nissan 164 to +1500 Over 1500 individual categories available = • — — — — I N — — — — — — I• NM I• MN I= 4 .1 4 r r _11 - li ! y! f Ji y ... . 1 Sr i; u n 7 1 r, �' i ai I 111 i � jn � �� .. t i m� $i ni ... 11 1 i �N� ii i i iat i � i � �,.1P �:� ..��II ._ _ � u i ��1 call � iliE�:l.` i�� "' 1f1) �� k ra fI�` fi �I l4446k:,. j: Nghr ; I11jt Segment 5 These are typically married couples with young children, living in suburban and urban areas. They have high income and education levels, are homeowners and work in white - collar occupations. They are likely to own high -end electronic equipment such as video cameras, personal computers and televisions with picture -in- picture. We know where they live and what activities they enjoy: • Leisure & Recreation • Home Furnishings & Improvements • Communications & Technology • Financial Services • Media Preferences Ja1r; ilIlir-4 Il �fu i 1i1: -: / J11turt i 111 Aurpy ;'I� { ^II;j ,,. 1 1�111� �� N c 1 Dii oWiiJ . :ID Pi Vri? (e ..G °i{ �/ ,. - >' „�. ��IIiI r tii Al "..�.... 1Ir17IT!a _. If - i Sit- -,T(Mi �i;,(111y� !! .�'i ,- �IIUI;i� 1 •..�i - ;k. f ". f(�. -T( .ii -, �:� f€J Item # Lifestyle Characteristics Index 1 Go snow skiing 214 2 Have a ROTH IRA 187 3 Use Bell Atlantic as a wireless provider 282 4 Own a snow blower 217 5 Listen to modem rock radio format 169 6 Own a riding lawnmower 195 to +1500 Over 1500 individual categories available MN MN I= NM MN MN OM MN MN MN NM I= NM M M ' 111 li Iii a !n Irif. :.. ! h i rn aipf I! Jy... 1Lar yllilyir 1'�J ... II ( I JII a 4J 2i lgld I- ' Di Round Rock Overview Segment 6 These households are typically married couples with children and above average incomes. Over 85% of these households are located in rural areas, but their property value is 49% higher than the national average. This segment is very active in sports and outdoor activities. Their reading and television habits are also very sports oriented. We know where they live and what activities they enjoy: • Leisure & Recreation • Home Furnishings & Improvements • Communications & Technology • Financial Services • Media Preferences M77.741 Iq_,ve. �. ';' o r I :, rrrt ,. Tai J9! it ly y lrr D q y+l1'� ;y. Iltfi y i it `DseivIALI [1171 y !y : . .Ill jir ii'rJ� " i � l t r a � ; r n- f o r . * mvdii ° e il 'H - - ;'(0,4T, Item # Lifestyle Characteristics Index 1 Shop at Wawa 157 2 Use AT &T as a wireless provider 162 3 Have a second mortgage or personal loan 175 4 Watch FX 148 5 Own a waterbed 149 6 Own a power boat 152 to +1500 Over 1500 individual categories available ••111== — — — — — ME M — — — — MN MN EM M EN - ate 1 r III i 1 'Aiitt -., r�� J ii Y fD1 511 J .. -: �Ill� " «Cimllgi a jilr 1 „ i rJ71�r�. _I6±:iimidll_ Irtit Round Rock Overview s4 A1 Segment 11 These households are generally families with children, living in suburban areas in the west. They have an above average median income and have attended at least some college. This segment likes to get out and go boating, camping, bowling and in -line skating. They are heavily insured and they utilize direct deposit. We know where they live and what activities they enjoy: )• Leisure & Recreation Yr ➢ Home Furnishings & �,,r Improvements mi • Communications & Technology » Financial Services x �'' ➢ Media Preferences rijil nr'ir" •Pil Ir. itt Ilkiptiri.D... 'klte 11 to,1113 J , ., 7.117014111.64r771. .. ?IT 1'it'i..:.. v��! `", !` . ' �.; I lifb ; C1�r :;, - - r 'lb 1.1),--v `' -Dth *loll ;; oh 'ITIV *i= rtli r,,jr r , ', ruin 7 s r ,,.; Mil � f :.:. tiIoi r,' :, 11 , 0 , Segment This segment primarily in household eat at quick and play video p Y We know where - -- -- -- _- - _- _ ,91�i�I, IN k� " , I :cc �'C Round Rock Overview 17 � ' is comprised of young families with children They live urban and suburban areas, have slightly above average median incomes and work in blue - collar occupations. They are likely to service hamburger restaurants, frequent convenience stores, games. g they live and what activities they enjoy: a Huh, - -; if R 1 ; gs K AAA : ii —el AL_ ' 1 v - 4 x "n _ y1 `Y 1 �` "`' ➢ Leisure & Recreation ➢ Home Furnishings & Improvements ➢ Communications & Technology ➢ Financial Services ➢ Media Preferences Item # Lifestyle Characteristics Index 1 Eat at Carl's Jr. 476 2 Visit Disneyland 469 3 Li to contemporary hits radio format 160 4 Eat at Jack -in- the -Box 383 5 Have a DVD player 152 6 Read fitness magazine 154 to +1500 Over 1500 individual categories available y r lluilu `r IT41 «,:.:., Ilillikkiry . Ilitt1:;nt,,. dI±:s gijii 11t«i rJ., 'Js' P aif iJ i j .. ! §1 r, , IIMI6 yi r I11[1 z i''r T 4214 1041 Gli.Lj '?[il; ji' _. !I'( /X :L !This Miiiili. ., �Si, _. ..'Milli. ter' futr....- 4.1 . ( r r s44. ,—.66t 8i z" . MO O M M= W— M MN M I= 1 - - -- E NM = rP -4d[1. II Lip' ' it:;. .. 'CT.;4Ifig16I11 .J.E . I - J I]1 1 1gil�ka j1 vtr- , rill . .IJ1�lir�fr��l � 1 ::: I4k1v.i IiIfr�� '.' 1, ,, G �s ii wi1:11 'CA' 1110- ' 1 14 1 IlI j «r y(4 „, ��rl'�l grl �F Old i "'.n11 'till Segment These are typically households enjoy utilize credit They have median blue- collar occupations. We know where Round Rock Overview 18 suburban families with one or two children. Many of these bingo, bowling and home delivery meals, such as pizza. They unions and have personal loans for home improvement projec household income just below national average and work in they live and what activities they enjoy: 1 ,.. s fiBra t�% !Jti 1 ¶ t � " "` r1 KII i . F ra..4 ,,,,„,.,,f, 4.4 ,4,1 - :27 A �.« x:r�4 1 :�a; 111 .- ➢ Leisure & Recreation ➢ Home Furnishings & Improvements ➢ Communications & Tec > Financial Services > Media Preferences Item # Lifestyle Characteristics Index 1 Eat at Little Caesars Pizza 136 2 Have digital cable 128 3 Listen to classic rock radio format 149 4 O wn a video game system 130 5 Use AirTouch as a wireless provider 119 1�1r 6 Have a personal loan for home improvement 140 to +1500 Over 1500 individual categories available Vii ` ''j ° IlllrY} I s : IIf1 °f _% bit rA14r. ' '11.1ML , ID[ 11 ,r -.,; gi94'34viyjl :)e .. si 2,'IT�nr Ji! , -- ..13g. t i %i1 ilF42.94 NE Nut, 7 : .. i ! i. '' :;x, 1441114-11 _ DA ifiti , ieli34...l;, -2 coluiPro.w_ Ifiv{lari . r0T)10. iiin ,,-- sifter = III MO EN — — N — — — — — MN N — — — M NM Psi' *r it irilh.igu; r'`i L LI 11l 11nta aafy y1v« ,17 .. itilii-t o 1 .,IiJ ,rr;«_ I dye+,;. - - San i 4,44 5,4,4,).6., *FE r� 6 ,�, 45( 1p � ir 1, 41kilLi ' '("if Viiiii `114i r,C Gi� I r litr o 1 `rs /ra Mr it ,,,, 't`� h�,i '+ iii1jtri r r 1,4 (:+., T'‘ Ii , Irn -A g 116 ; ,( Round Rock Overview Segment 40 Young, single parents and seniors make up this segment. They live in urban and suburban areas and are typically renters. They are more likely than average to shop at convenience food marts and use prepaid calling- cards. They have made several home furniture and appliance purchases in the last year. We know where they live and what activities they enjoy: r I rf is-,,, li - 4 ffriti ally IL. . ,, _ _ , ( IliDiA. y �, J < -, it l �'�� -j �i i] > nit. ➢ Leisure & Recreation ➢ Home Furnishings & Improvements ➢ Communications & Technology ➢ Financial Services ➢ Media Preferences Item # Lifestyle Characteristics In dex 1 Eat at Sonic Drive -In 1 79 2 Watch BET 1 70 3 Have purchased vacuum in past year 1 28 4 Read Parents Magazine 145 5 Shop at Stop -N -Go 1 47 6 Have purchased a clothes dryer in last year 124 to +1500 Over 1500 individual categories available `I r . WIT' .... III +ii .::: IIC )11';+ig, '. i sil, -,J1 1If`r ,c +i... . .. , r ii , uit ire _ 11111 i6 rn .: ,Ihirlyr lull G, , {r rG'( i r r`h I v �, . -' .' ), -, -4-44: I 1 _ 0 I c, "ti : r t t '4T1 'I ;t ; ;' i ` � =i :,; -� ' urri x MI MI MI MI MO MN I• --- - -- MN • -- NI OM Population Round Rock Williamson County Texas 2006 Projection 70,386 300,058 22,572,432 2000 Census 61,136 249,967 20,851,820 1990 Census 30,923 139,551 16,986,510 1980 Census 13,486 76,521 14,229,194 Growth Rate 1980 - 1990 129.29% 82.37% 19.38% Growth Rate 1990 - 2000 97.70% 79.12% 22.76% Growth Rate (proj.) 2000 - 2006 15.13% 20.04% 8.25% • OM NM M— M M NM =MI= N - - - -- ME Round Rock Overview P.m- 17 rpia :! 11�!` , r�� *(4— f� 1ml I ray (('��i11 I i4d I Il r I i nib re ar, II Mils - 413Mr. 30180.4010415 Population Trend Round Rock has grown by over 97% during the 10 year period ending in 2000 The rate of growth is expected to moderate, but will continue at a significant rate KUM (rte ft 1_ - a V I %rii toi IIC'! x :;ATil,-r, 11D1 ryl ° 1� "w, [lu :, rCllipr ij�Yj 11r 1 11itli� 11 : !I Avr� 1; II IUj I� Mi1 �..,- llftyj (r i J� '1 )11 - f7 `i ' I C I !(t;. lI I' X I r.� ) ( I I f��, (Cf(„ v ?�a'_�'1 ('f►Ir 't ' lEct 1 1 liffilitififfi.z; Ildrioc 4_ 'Olify,s -1 114P. 11 2VALlififar ; 1 114tret , „-Bilit , e 1 21' 4 7 7 7111) ,r: rilili ...:, s 4n111' ,Th-141 f/to ; 6iit{ 4 1.11111Ift 1 1(i) roe ive't. JP ('' 1 erte Round Rock Overview Population Trend ill ,i......_..: 11 A_ ifif litii, 14tost.-i, CrtV.e.: ., 6 _ . 4 - - -.: 1144'44 Comparative Population Growth CIRound Rock II Williamson Cnty III Texas 140% 120% 100% 80% 60% 20% -- _ 2000 - 2006 (Prof.) 1990 - 2000 1980 - 1990 (Census) VC4 witiq.,4 ,, ghoity ,a gyijolig,,, vii 1114 qjtioiipbjj :,17jEltir 11111y J,.:_ layftrAygl,„„ ,IIKE111 Offi E,, wfiret- f: ..-', , i 1 . . .- - ,, II I 1 Ji , --V IC - _ _ , _ 1 :OW - ''. ,..I , ( UT NM NI =MOM MN Mil OM IIMI MN MI MIMI= MI MI MI Households Round Rock Williamson County Texas 2006 Projection 24,701 113,456 8,317,801 2000 Census 21,076 86,766 7,393,354 1990 Census 10,568 48,792 6,070,937 1980 Census 4,119 24,932 4,929,268 Growth Rate 1980 - 1990 156.56% 95.70% 23.16% Growth Rate 1990 - 2000 99.43% 77.83% 21.78% Growth Rate (roroi.) 2000 - 2006 17.2% 30.76% 12.50% I= OM NO OM MN INN MN MI I= IN — — — ION MEM= MI — 1 11 14? Ilkiipbleb.,A4 (Criir , Ir" Round Rock Overview Household Trend As expected, Household Trend follows Population Trend .4A 'r? Vito:0:0 1 1B.Aiih(bi qi).)/triigRoLo ' - 4 7 1 - 114. ((r - r "Sr '14 .4,7 :21 : 01 PO 1114111,2-,„_ ) 11 41111 1111% ) ,041 Income Round Rock Williamson County Texas Average Household Income $68,092 $73,513 $61,526 Median Household Income $58,380 $61,257 $43,820 Income Per Capita $24,931 $27,431 $22,733 MN MI MTh h h MI NM — — — NW W MI NM NM EN MO II i i i t L 1Oi r i i 1E Ri r fir '._ ? p '�� ! AT :o �i ilia -yj� 1 T r, . -: �s1..A(In!�igit;ti �� r �yi44:, l2 /;,,; u1DT r �� I ` . ITE sl.12, �«a J - 41C i ; $, � a� «� ... �r {��a� Irw „Ire Round Rock Overview Income Levels 880,000 OR MORE 2001 Estimated Households by Income O Round Rock • Wm cureon CMy ■ Texas ti it id 978,000 TO$ 051.000 T08 ®38,900 T08 $29.010T01 8 T08 88.000 TO$ 8100,000 TO 8108.000 89.088 74.899 40.988 31.898 24.898 6000 Source: 19130 Census S Updates UNDER 0.000 Estimated Median Household Income for Round _I� 1 -1t Rork is 25`)/0 hi than the State of Texas IJ�Ijijn f rui�i l `;`7 ip«IIlr � 1- III' vir1 f IUD ±1 Fitt 1 . I t Ir 1 TDif r4JV ,= jeiilr�ljil 1! .: !IU D �r� lam: 11�� trf 1�5 r „Ilfr �r �r�J i r . 1� =w 7 __ " �ifi .;�alh .inl�m,. �_ � r.� -'k If °�.mir. �ici r��n'ii _ �pii,�i1'1'� - i __ 1; °r � -�s iieur•i :�.�.�.�r� I O M M MN - - - - IM - - = EN MI MI MN = -14111F•1111G 115.10119101W Y $ j^ Y �I ``l =y;YJ '11'z/. 4 [hi r, a i 6:-J1' 6 Round Rock Zones Zone 1 - Central - Ovoid area centered on County Road 173 southwest of the intersection of Interstate 35 and Farm -To- Market Road 3406, or Old Settlers Boulevard. Zone 2 - East - Square centered on The Dell Diamond baseball park off United States Highway 79, or Palm Valley Boulevard. Zone 3 - North - Circular area centered on the intersection of Interstate 35 and Farm - To- Market Road 1431 Zone 4 - South - Circular area centered on the intersection of North Mays Street and East Main Avenue, just east of Interstate 35. titom j f:17 1141 c;,� - r, f�i `j i4ri�ilt�a�:,.. J °t f ,_ G), r -i�tlii!,..!�,�,.,fi ll�r�,� {ilu.�. J!1"�i`Jl!1 .Jtciiji�tj I��i j�r,_� , ��J'fUl�jirr31jr,'z:..� a.��lj;jir , a�i�.... ` '�ij "r �JrDj <_ '.r.:.:; it ,h %yxl Irt iit: ill c "i'j ii„ a iij iu }11 v1- a "11 ru� « rt iYraiii�f' .Y , MI NM =I MN MI MN EN MN =I MN NMI NM =I . - - -04•PORIVIrpli - . . - • • • - 1 ff . 11- JjiH Traditional Trade Area Analysis Traditional trade area determination uses Concentric Rings .144 Jtrlliy JTAfv r ,i1 'T I 1 4 - 'P r Tir:' • • Iy3I 1 )G11 1J I ljili; i `. 031[111 ' t� it iry - li Ijr —' J i j ji i b1 Y Jll �:., G d (43. , f) Ii r�r ' r � I�' ,.. ,4 u32, .er 4-114 1114' G :■4,i40e ��. ftr -a, f rli i ,ti re!" Community /D° Drive -Time t VI Aillit {f Drive -Time Technology j —f2i Al l > Incorporates speed limits, stop signs and signal lights, I r r iPei 4i2, road classifications, time of day, as well as other factors : . 'o ' l�l > determines � # lolr.r " '� the amount of time a #'# A" "'JI' ,r, customer would spend , �# # , — i ,�� ft yV to drive from home to # �; t!} the retail center x Al�1 2 Min # � f %a Shortest route is z.l 411 �1 5. 016 calculated in " a ILLi 1 .,i 21; minutes for each # # � #, . # ► 11 # < 11111 -� customer # � � 1 V'41r irl' <iu `T lllf'4Ifi,+:.... M TIFI f , a 1 i 1 L,.,, 1'4 0111 , 1lr J l'f'�11 1'I }:.. Iljlj `y"sL IWtrJlirr5 }i, riIir. ihkt '11103," `' - 4 I 7 b 'r „. 1 1I P ,1) ,” " il� f •k I - iU `v'I IHI I" .II�) it„, . co -. (' I i — "- -' fa! 'r NE = I• EN I — — — — — — N Traditional vs. CommunitylD Drive -Time rI Akbr1y !Wu T bi. SCOT JRK: ,Ilfiifilft. �Y u rr��FU 7: =�. li�i4f��rak ilf'h�'1�iNti In�1ilf v �Jl 1H r zllUj C,. 1 1 i IkY : F hP ( i lu : ;,.,y g4ir � f {1 l ,fi Y. 71 t ki II 044— „' � l I j ffo <a d':,.,,, I[ 16. ll �_�r�111°!i�� . => �� }y • ��a�?�}�r .�_tt' `2'� :._�.�}r l �� 1�.4ws 7 � .� Household Count 8-min drive -time 4-mile ring 53,890 39,225 Households with income 50K+ 8-min drive -time 4 -mile ring 21,729 16,667 Total Retail Potential 8 -min drive -time 4 -mile ring $1.5 billion $2.1 billion Restaurant Sales 8-min drive -time 4 -mile ring $233 million $169 million General Merchandise Sales 8-min drive -time 4 -mile ring $274 million $198 million fit _ ) iff MO k, k, k, k, k, k, — — — E — — — k, k, k, 'ANA of IIVJ + m Ild 1 ' yl;11`ti rat rD.<r i12Jai 1' 11i it ijc- lei ,! rE l ailt��irr it Ifigf'�r a ri 0r`44 � '� �� r r 1►r !i Ii��rn r1 �� k l _ 1( �Ti -L � ? iprib i °i ... i2 j 11J1r 1f � 3t1� ti6�r It ikeWt-;: , drt4 #10;.0 Central Zone 3i11'i�y� rityJ Demographics Central Zone 10-Minute Trade Area 2001 Est. Population 99,339 Population Growth, 2001 - 2006 16.53% 2001 Est. Households 36,490 Median Income $58,842 Residential Property Value $69,972 Average Age 31.89 • MO INN IIIM MI OM NM OM ME MN MI NM (4:air■'ir (F - F-4) Demographics . :44'llilitty6A1 - 74 - 1 - ;; , ...J1 1 311ner If ift0,airtliAkr Tht (rVite Central Zone 414 vQ)_tre,#(tuit id F ,-• j jr 11%4 1-1 Segments Description H ouseholds Percent 1 Upper Crust 2,065 5.7% 6 G ood Fam ily Life 2,919 8.O% 11 Fam ily Ties 7,599 20.8% 18 W kite Picket Fence 2,443 6.7% 40 Trying Metro Times 3,317 9.1% • i• NM NM MO NM NM i• I= ON i• i• NO i• i• i• I• III i• ll w ul a 1¶LJ . ( � #1 r�I1 l lnr� � l Rif P i .. -: XIII 'I ray, ..lJ 1'�E" d I .�, i i.? 11I) 0 d ! -- _ • }, 14.1 (.+ -X• 1 Household Profile Central Zone Round Rock - Central Trade Area 0Ceusal Trade Area 1 $64 6ABOHausehddo f 1 2 3 4 3 6 2 9 9 10 11 12 13 14 0 16 17 18 19 20 31 E2 23 24 23 26 21 38 29 30 31 32 33 34 33 36 32 38 39 40 41 42 43 44 43 46 47 49 49 30 Customer aeamelae 41 I I 'Jr - I :00411.1014_111 , . U i /ra s IJ ni P� if �r , fl i fi i is lii %-r ,11_•.{4f' iY�,' , " '��. - 1 - 7 - I .41 .:�� (' MO OM OM I MI MO ME MI N — — — NM MO — — — MI 11 ?ski f1 sall?I r,,tir :_ kt3 irrr4'�* .4_r' 7 �J1I�� 3 11 YU! it Pm i rnji Households in segments 1 - 25 have higher purchasing power and are attractive to retailers 30,287 households, or83 %of the households in the Central Zone are in these segments Household Profile •, `h lizo_i11 litJ1 1 ID, - -J.1 li1i11;` q l -�lr� zil .: 11 i %rJlii 14inji rlt.._1 4+f ir. ° - fLt i 11 .. fr11i tin ' # r L + �1 1 ;✓ art 1i1: a _142211_ i (itjS. iii �ijr iLl 1'�Jfi.r� - 2 i i ._ JI l f 7�}} rIS r lA fijSi r itto fpri ��r Consumer Product Dollars per Household Index Room -Size Rugs /Other Floor Coverings $55 121 Boat/Outboard Motorboat $156 118 Jewelry $529 118 Fresh Flowers/Potted Plants $210 116 Watches $91 116 Photographic Equipment $54 115 Patio /Outdoor Furniture $31 115 Office Furniture for Home Use $21 115 Computer Software — Non - Business Use $49 114 Other Household Decorative Items $99 114 • ON • s• • • • • • • • NM • • MI NM = • • III If i11jI�I�Jy1 ;::.:r frtNR�;lll} pimr >,: �1��1r�_ }i�lhlf}" , ii ynr s. rrtliF ��_�� ra.r•r ii :._ � f +l inl��r�r. i ?ri Central Zone Retail Analysis - Consumer Fads Index ttrii I1 ?i }i}1i1 .fC rn { 41I (I 4 - - - Y f I 4411 ( -_. 1 J (C (G . O€g NM MI s, = I OM M — - -- - — NM I Central Zone TVA (r� �gi� cl DI 1 irjl ci1 ,,; % �$j� roue. 2 :1 ;31 Retail Analysis - Per Capita Sales `%`' a 11th rJIl vt 1 r I fr F:ir 1 `tl'fil` / ' Xl`'i I t,�Iijl;! 'njl' � rd Ggl r:. `�1r aq) ,F ti( fly �jijrj€ ; V s� . ". 11h7. dr air - - '( ru':' I� V 1l ':I1`r� n'i "i r Per Capita Sales Index Score Retail Assessment Urban Texas $12,168 - - Central Zone 10-1Vfimte Trade Area $9,841 81 Below Average NM MI s, = I OM M — - -- - — NM I Central Zone TVA (r� �gi� cl DI 1 irjl ci1 ,,; % �$j� roue. 2 :1 ;31 Retail Analysis - Per Capita Sales `%`' a 11th rJIl vt 1 r I fr F:ir 1 `tl'fil` / ' Xl`'i I t,�Iijl;! 'njl' � rd Ggl r:. `�1r aq) ,F ti( fly �jijrj€ ; V s� . ". 11h7. dr air - - '( ru':' I� V 1l ':I1`r� n'i "i r Per Capita Sales Index Score Retail Assessment Round Rock $9,577 - - Central Zone 10- Minute Trade Area $9,841 103 Average NM MI s, = I OM M — - -- - — NM I Central Zone TVA (r� �gi� cl DI 1 irjl ci1 ,,; % �$j� roue. 2 :1 ;31 Retail Analysis - Per Capita Sales `%`' a 11th rJIl vt 1 r I fr F:ir 1 `tl'fil` / ' Xl`'i I t,�Iijl;! 'njl' � rd Ggl r:. `�1r aq) ,F ti( fly �jijrj€ ; V s� . ". 11h7. dr air - - '( ru':' I� V 1l ':I1`r� n'i "i r Example Retailers Central Zone 10-M Minute Trade Area: Retail Classification Approx. # of Locations 1. San Francisco Music Box Co. Music Boxes/Art 165 2. Suncoast Motion Picture Co. Video Sales 406 3. Abuelo's Mexican Food Embassy Restaurants/Bars 12 4. Family Christian Bookstore Religious Items 342 5. Book Rack Book Stores 201 NE la — MO IN MN EN — NI MO NM MN M UN I= MN NO I NM Central Zone i 1 -4r .4 T ilh11 L titu: . I jf raTJ I L ✓r� 1111 1—:%4 24 f911 It" ('0_ .�i,til' - nl11 Retail Analysis - Retailer Matches for Zone Note: These are preliminary matches and are not final recommended target retailers. 11 'em 1^ ft: i 4i 41 :ii��. ��1 r�Pi p "i cly1 slK 1.'10., 11&:, 5 i�cli am ,"��.y f Pd, 1. N I) -, -II�) + '' ili II 'h i t�. R 1 A t(a)m 1�1 l 2 I u_.i:tit T Ih1I . (t. II�1) 'µ rtit- l fU i�' it r f RI / �.�� r�r� . 1s�. :�r�l __ - �_�:,�"�r.��r �-.�r� �1 ` -1 � i.:: �J1� i �:��1 � 1�1� r�1 Jar i � � �1� �� , .�1� I'� itch- .r ;(Ca 1 m_ C 1 . II r MI NW MI MO MI I NM MI NM NM NM = I= M IIIII .ti 1' 1 , I II fa e Cr frHillkr.. ��tHNfll�r r $ F�"iejos 25 15 10 INCentnie Trade Area OSan Francisco Music Box Company 1 2 3 4 5 6 7 8 0 10 11 12 1314 16 16 17 18 19 20 2122 23 24 25 28 272829 30 31 32 33 34 36 36 37 38 39 404142 434448 48 47 48 49 50 Customer Segments : 4 , 0 1 ; `11 ��r�'thb�: Q�1Xi� 'IJp1 iii r i�i�i�i lr .. II Ty re MI NI In — — — MN MI MI WI — — — =I NM Je_fr4fiql 41'11 ffr nitko1 1ee - eW Central Zone 8 20 15 10 1 1 8 M Central Trade Area El Suncoast Motion Picture Company _I 1. I... ill 1 2 3 4 8 6 7 8 9 10 11 12 13 1415 1817 18 192021 222324252827 28 2930 31 32 9934 383837 3839404142 43444848474849 80 Customer Segments 4_ , 61111_fraitf.:•k , iffifirretvai .4 II ?tr 7'27 - 11 Ai T.', J = M — — — — — — NM NM MINIM — — — — — NM l ? ! l jjllln ! fj) ft VI trek /j I 80,000 � J 70.000 60,000 40,000 a 3 '� 20.000 10.000 lilt m Trade area Household Counts 1 80.000 - A `aege 10- mm. Trade Area Dominant Segment Coact tar Senaoeel fdolion McRae Company 101'8669: 41,881 / 10 -min. Rade Arne Dominant Sagmod Corte for Co Comm Tare, Roma Rak. 110 26,101 Gloater Than 286% of Existing Smcoeet Motion Rohn Company Lomtlam 60 of atoms ere alma ammga 60 oleo= me below memo 2 3 4 6 9 7 8 8 10 11 12 19 1a Suacoast Notion Picture Co. Locations (TX) 3111 2 II l� f ' ' 1" 131 y. 111x: 1pl� ' 1! 1�tr�, a lam.. «y1l � ill 1r �1 e 11D. r rr� rl ; ilky411 V r. i tf r iD '�rii 4ni irj,r �`'frO mr n Lt, ` �d ° ,fir .f_[ rw 1!' a I= MIN MN MOM= MS NM MN MN T Yr - 11 4 1a10144 , - • Vol aft tizs4 0.4 .i1100 ij - fiffISA 1.144 • . 1 1114fil4 euff-1143 7.13t1iryMisrit,;;; 1119-EA+3 ,• ?"4 IF2LF4i, anktiakik,::, nk! Central Zone 25 15 10 •Central Trade Area ClAbuelo's Mexican Food Embassy 1 2 3 4 8 8 7 8 9 10 11 1213 14 18 1817 18 19 20 2122 23 242529 272829 3031 32333435383738 39404142 4344484047 4849 80 Customer Segments MN MI M — — — — — — — — — MI MU — — — = MN P1 Ilx _.: �1 Gii jliv�ililr rrir ,;.�JSptpf�IRt , <,,7 sra• Io h �I� n f � ' ` m ' 1 r. 1i f I _ i �� MY: or 46 Tre r WON F ? 1"L'' i.1 ` °'16FYP4 r.. 1 - Is ilfi `f rte# I 1`-at1 dIUmlil._f(6iT ll(rrt�, lfi'„ r(Q)J1 iit r tutilir IlfMPie 42,4. Illkii e4r ., 'Audi, tut . -i ert, t„ r+st�, t rfr 4h '+- y � .. V Iii rll t IrKty. [. { g\i . Ik1{ (f rl 1 a r 1 f I I dl 1 - h i v Fill f AsfeittA Demographics East Zone 10-Minute Trade Area 2001 Est. Population 71,431 Population Growth, 2001 - 2006 17.64% 2001 Est. Households 25,946 Median Income $72,413 Residential Property Value $70,768 Average Age 31.86 NM • NM MN MN I= NM •1111 ME — — — NM I= 7L. - 111 - - • - - • - - trihroviit-4714=4;e 1111.1, 111,43yz.,,,:lbiliAit27 Nair. 111 East Zone Demographics .41 H tv UT:t.c 41-1.orivy 1 :IMPAISLL LF1 r DPg1 !JP idnidiVezivLidt , *kee :. • ,-(.14to- Segments Description Households Percent 5 Prosperous Metro Mix 5,387 20.8% 6 Good Family Life 3,313 12.8% 11 Family Ties 6,765 26.1% 16 Country Home Families 1,298 5.0% 18 White Picket Fence 1,359 5.2% MN ME I= UM MS NM MO MN EMI MIMI= MB MEI NM =I I= iijr .4 - I ..Tflptt'Lel._- 'C'» r J East Zone (IA 44)1101 If • - ft IV, lLiJJ Household Profile 4/< 11 Im 3 1g . WC -9K lOW 04 "162 1 20 10 28% Round Rock - Est Td Area i•Enst Traeo Alva 1 150 .ppatbold• 1 1 2 3 • 3 7 13 9 10 11 11 13 14 If 16 13 IS 20 21 22 33 34 23 29 21 23 29 30 31 J2 11 13 33 36 37 3a 39 60 43 31 13 16 47 41 49 30 C11100131133 Segments 40 Trying Metro Times 1,683 6.5% '74 --ttrkgrry 1Jvh j . 142111-1111iit-f. UM NM • =I I MN I -- MI I — = NM MN = MN MI OM 3 1`J 1 r lit 44, r r Jl r,tl1� 'ilk -hie i Pa Households in segments 1 - 25 have higher purchasing power and are attractive to retailers 23,611 households, it or91 %of the households in the East Zone are in these Ilyv, segments '141G +ili 1 1i1�fy uriJ1�::. % r• :1I rlr' J `� ' +i _ 1 I , l�u ! ley. �Il Household Profile Households By Segmentation Set • Segments 1 -25 0 Segments 26 -50 91% if'eI11-U J11 r l Ir ti . ' hErr / G ki;. ±r` ,,: II!l lrllla_ ( V ¶1'1:ZiI s.-., rrgeef,`J1g ' r1i i1 Ili +; !r 4 1 4 ; it rry r - 0_1 it fit' x s t4 i tl Consumer Product Dollars per Household Index Room -Size Rugs /Other Floor Coverings $56 124 Boat /Outboard Motor $162 122 Jewelry $545 121 Photographic Equipment $56 121 Fresh Flowers /Potted Plants $217 120 Watches $94 120 Patio /Porch /Outdoor Furniture $32 119 Computer Software — Non - Business Use $51 119 Office Furniture For Home Use $22 118 Kitchen /Dining Room Linen $13 118 • • OM • — — — N — — M — — — — — — M MN East Zone 1 ilX,II ijil i roil;:,: n i �i�wij1 I li ? 1�1 j ! >U ililif�hili I iIJ! :. 4 a i - `7 JT P r i - I3;j.. k-Ir �) rbu Retail Analysis - Consumer Facts Index fik P t TEA J _ 1�1��r«► lit at (tyre,. 44�� f (trn�fi _ 1 u „ 4 d4 _ �I f %i;, If i'dki�'` �f� rT�Rii !2Jf ,�ii�. �- i �� I �_ �_9.ttfW�il_:. 1� (tali f• No C• No Co NE C• C• C• C• No um E C• C• C• — ■r — -- W= [ l p: ail East Zone Retail Analysis - Per Capita Sales • 1 21 21' it s 1 1 4 , 'S +1�� , _ ; 'Ur Xr r ;fir i1r� ji i % 11 , ' h,l �r� � II j 9 iii ?k; II 151 u , "fir m (i ( ' iif rn :'° l -7 _ P,`,1 I4 tV ' a� 111 (( -_Qi ,gym C - Ji, _ �, try r;f i Per Capita Sales Index Score Retail Assessment Urban Texas $12,168 - - East Zone 10- Minute Trade Area $9,549 78 Below Average f• No C• No Co NE C• C• C• C• No um E C• C• C• — ■r — -- W= [ l p: ail East Zone Retail Analysis - Per Capita Sales • 1 21 21' it s 1 1 4 , 'S +1�� , _ ; 'Ur Xr r ;fir i1r� ji i % 11 , ' h,l �r� � II j 9 iii ?k; II 151 u , "fir m (i ( ' iif rn :'° l -7 _ P,`,1 I4 tV ' a� 111 (( -_Qi ,gym C - Ji, _ �, try r;f i Per Capita Sales I Index Score R Retail Assessment Round Rock $ $9,577 - - - - East Zone $ $9,549 1 100 A Average No C• No Co NE C• C• C• C• No um E C• C• C• — ■r — -- W= [ l p: ail East Zone Retail Analysis - Per Capita Sales • 1 21 21' it s 1 1 4 , 'S +1�� , _ ; 'Ur Xr r ;fir i1r� ji i % 11 , ' h,l �r� � II j 9 iii ?k; II 151 u , "fir m (i ( ' iif rn :'° l -7 _ P,`,1 I4 tV ' a� 111 (( -_Qi ,gym C - Ji, _ �, try r;f i Example Retailers East Zone 10- Minute Trade Area: Retail Classification Approx. # of Locations 1. Icing Accessories /Costume Jewelry 200 + 2. Finish Line Sporting W ods /Athletic 442 3. Chipotle Mexican Grill Restaurants/Bars 175 4. Bassett Furniture Direct Furniture 71 5. Kay Jewelers Fine Jewelry/Watches 1,250 MI • OM MN NM = = MN MI — MI NN MI NM ME MI MN MI I F ir frikit11 b ° `!lf ilnittrillits. (Cifiitiii Y:t ligyin yrJl ili #'4l4k:. Zr kON`'1;, IT$- 119T(0, itt,iii wa. I, t:i rjT East Zone Retail Analysis - Retailer Matches for Zone Note: These are preliminary matches and are not final recommended target retailers. Ter f tifyi of - - *V;a11' /2'901 IIDJ ,M rti,, ((Q lr'% ' si JF�il 1119j11 } I ll i `_;� I�N1 ;u , it HJ t tut uk i) NM • OM MN OM — E MI I EN — - - - - = NM MN I 15 10 Mast Trade Area ❑The Icing 1 2 3 4 8 8 7 8 9 10 11 12 13 14 16 19 17 18 1920 21 22 23 24 2828 2728793113132 33 34 35 38 37 38 39404142 43 44 4548474849 50 Customer segments rgrru ; Ivo 716 -uhtitv r"; _Il �je ; 1i,,, � I,r 'y! � r�:? +_l r. 1rC1� ivi x1 D` i r f If .� 111A NM • MI — M I O M M — — — — — MO = NM NM MO 1 � Jy r f�J li�z LIJ ~!i�J. �r liP i az East Zone IN East Trade Area El Eden wre y t ,t t i idr _ , z 3 4 8 e 7 a e 1011, z1a1a1e+ en1a1ezo21 2223aaa3a3arzezesos1323+ aaaeaesrseaeaoa1aaaaaaasaemaaaseo f r Customer Segments At 1 11ti` _r ■ 1 ° °emu J likttI % ` 1 + y.. 11P1 i ,. J! 1`« awl .,. (ureitoili l�4.0511's., l Pre rijr I" rn ' IJ "�TI� 11'14 F,7 "`i ii � ilr'�' t: $ ii f��2 r�r i .: € MI MI M — — — — — MOM= — — WO M EN • 1 - 20 10 ■ East Trade Area O Chipole Mexican Grill _ _ 1 2 3 4 6 8 7 6 9 10 11 12 13 14 15 83 17 113 19 20 21222324262827 28 2930 31 32 33 34 36 38 37 MN404142 4344484847484960 Customer Segments East Zone 11g 3 `.4 IJ' .4 u j I1ii� ri _ rt',�i��f rH' I�f, a _ . 41471 .�J)d1 4 :11 --_24111 r (b: ' 1 @ Jeer!, � �f�� 14�i �E i �. -1 1 \ U E� r 1 11 1 "y ♦ ,� Y II I :r1-- • _ „ R ` _ -1 - 7'1' ` ,1 - . - .I '� - -_ • • OM MI MI OM MO MN — NM MI MI MN MN I I M— I NM MN North Zone lr r, IlG roi j ip 111 � 1111' Jt� ..:� L� p7 Ri rah i n te .: �iljr� ( OW1J'! i r1VY aft: Tr1oy3.:Ji rrytTY - fi:�: � r rt�ii�i� rs�� r,� — iii. I , • V: did) i g 11: 1 _orti � ttlk.„.. elk i ir foltr - lip rl Ofd, e . 1 0 � - pip 4 _ r.. ' lift SIr � J1J ;jy fr i� s 1. 1 _irM. >_ I rr,,fijrJL .Ili ±liji�l;,_rriJ! ?I rkly::.' i1n 2.9[S1 I .4T N I 1 !r if . - J11 r [I( 144rl i - 4r r l Demographics North Zone 10-Minute Trade Area 2001 Est. Population 107,287 Population Growth, 2001 - 2006 16.52% 2001 Est. Households 39,364 Median Income $59,748 Residential Property Value $72,537 Average Age 32.20 IMI • - WI MI NM MI - - - INN MO 1 - - 7 - PRE' _ . . _ -414 iIj North Zone Demographics -Vit4/11 Ilithaty 1_1_);F 41161---ittl* • _ T T J 1 Ct- Round Rock - North Trade Areo 25 20 15 5 *North Trade Area 1 39464 Households ILI . il I . . _. ... 0 J. custom.' 81•.00. I= MI MN =MEM I= OM I= I= MN NM MN Profile Al 'Y If Vy i J. • North Zone 42411.3 41 :1.0g e 11041471014h11413141014171310204121 144140030014001000103140000124341411007131010 _ 1 4:1e 11111 Household Segments 1 5 6 11 18 40 Description Lap of Luxury Prosperous Metro Mix Good Family Life Family Ties White Picket Fence Trying Metro Times Households 2,587 6,452 3,018 7,121 2,506 3,540 Percent 6.6% 16.4% 7.7% 18.1% 6.4% 9.0% `, 1 111-11.wity 11Fliiit ( ii3,11f*f;tviu , Diff-34 ThI I• M - -- I• = MN MN P— i — ME EN IM Yea. 1 Il iJ1�(1 f 1 ��Wrll r _l� r . -.: 1 1 rm rgIr Tur ii r p, "Iri+r rr •i J `M w Mum .i�rt,� , I 1P- ;11PrrE n Ors lini� rt i n �� " 1� I -. SIO > Households in segments 1 25 have eq higher purchasing power and are attractive to retailers -icrJi > 33,066 households, or 84% of the if; households in the 11 '` x = North Zone are in ;Jim ( these segments 7 1.6 Jik- irj+rry LUTI ;:,i o ,,. Il OI /1))11 'taat flrltl .. Il �,j �r rds, 11 1 IlfilL "Jt lr� L;Y` �i fit, r � f y� iri ji�fLij� .1 = li"I l , Household Profile Consumer Product Dollars per Household Index Room -Size Rugs /Other Floor Coverings $55 123 Jewelry $537 119 Boat /Outboard Motor $158 119 Fresh Flowers /Potted Plants $212 118 Watches $92 117 Photographic Equipment $54 116 Patio /Porch /Outdoor Furniture $31 116 Office Furniture For Home Use $21 116 Other Household Decorative Items $100 115 Computer Software — Non- Business Use $49 115 MI I NM MI MO NM N— NM MN MI NM MO = NM M -- I Retail Analysis - Consumer Facts Index 'VAT i lTI IJll1�1J ij t., .. r '`C { ; i1 otr� S in �1 =t - �Jj �J1ipg.J y1' F JF JJ ... t' i �~ J ., 11 �`� Ji e• , �Jr y= 1+� :• Zvi - ((J1 North Zone RTJrn /' riY4 llh `r °u r:Yll tII;, -.. <�Jirt _; IIU ,j:, +. ii „, II�i4.iJilll> X61 r .t +.l -.. irJl( _,:f, :fill SJr i Jl 1` . UFAl f .. aryl %II' ,lit i ;t 7 r i L ru;, .:: F4rrr , IIMI • OM • MN =MEM =MEIN INIII North Zone 4 3611 1 44h , ;or, I 4 k f) (iAir ■le Retail Analysis - Per Capita Sales Ilaiirkty qkpx:01,-,-. 1 Iiii .11 ' i 1("r k.4-1 Per Capita Sales Index Score Retail Assessment Round Rock $9,577 - - North Zone 10-Minute Trade Area $9,758 102 Average IIMI • OM • MN =MEM =MEIN INIII North Zone 4 3611 1 44h , ;or, I 4 k f) (iAir ■le Retail Analysis - Per Capita Sales Ilaiirkty qkpx:01,-,-. 1 Iiii .11 ' i 1("r k.4-1 Per Capita Sales Index Score Retail Assessment Urban Texas $12,168 - - North Zone 10-Minute Trade Area $9,758 80 Below Average IIMI • OM • MN =MEM =MEIN INIII North Zone 4 3611 1 44h , ;or, I 4 k f) (iAir ■le Retail Analysis - Per Capita Sales Ilaiirkty qkpx:01,-,-. 1 Iiii .11 ' i 1("r k.4-1 Example Retailers North Zone 10- Minute Trade Area: Retail Classification Approx. # of Locations 1. Don Pablo's Mexican Kitchen Restaurant/Bar 131 locations 2. Decorating Den Decorating 70+ locations 3. Kirkland's Home Furnishings 236 locations 4. Hot Topic Men's/Women's Apparel 346 locations 5. Whitehall Co Jewelers Fine Jewelry/Watches 315 locations • OM MO NM • -- MN MI MIME= MN NM I MI MN MI OM North Zone fii (J , riTel. 111 iiffrpbT . 1111_4 3.4-111r2; kl =v l TE- 1, �,„ -... Retail Analysis - Retailer Matches for Zone Note: These are preliminary matches and are not final recommended target retailers. '.v I , all«' . + I i ti aI �'r ! � x(01 r �u i �� ..:.. l �� .: �� 1. �.l�l�ll,_ 'i�t °ilf _ 4 : : : . J�r ��l�l � —1 11 �1�! - ... �_i / — !I� m ��rr��`:.. •.� nX�/r:;. 4 1f d iii. I OM NM NM MN = MI M -- M - -- MI I M n'J3 1 .4 1 0.4 4 dif �: Nni r�li1 ii'�[ ne : �1 r Yji911 1 D1�J1!' y�' .., tVriTribr . 1 1(4 \ \ JEirp 44iti k North Zone 20 18 16 14 12 1 8 6 4 2 •North Trade Area Mon Pablo's J 0 1 2 3 4 6 9 7 8 9 19111213141619171819202122232 4 28272829303132333436383738394041424344464847484960 Customer Segments MI MI • • M — - - = MI MN O— M M— I E NM i4�1p _iiiili.0 tTfi ;-, - 11` 1 S��ln�'.�.2,r: 'i1I1i itvil�'Al' i m �lirrr tr,6 Iiif it ri4A If r rrwrc'�_T`t I� 1;tilE .:' �;I r� �- , . T1 1) (Wiry Ifr..lr,41, : Iftoiwi�ft( , ' 14 0 v x , IP r� , - -, 5, iiih North Zone 1.6 7 .01V g I■ North Trade Area o Decorating Den i ' i ` 20 �I�jl, 1r 1I1%f - {,lj iii.; 18 18 14 12 10 1 2 9 4 8 8 7 8 6 1011121314161817181820212223242828272828303132333438383738384041424344464847484880 Customer Segments '11 Uf r Uiii P a 24 Folk d e 9I f; 2rj<< 1ji7, iitr e illy - . :15 it V:; 7. 4 .. Irby 2- J1144 „'In r 11-(b;--. 11141. D 7(5rt J1".6 r/.111!'4I «J.;,;: I1111lIr1`y , l.'L aMt I_IMM611_ q1 ?Jfrl >Sitr;.. ( .C9r11riEblilt , Jr�� - glitiiir1Cilii,.. : aj'F 5.14�141:E 4ftt r;ir IV ed ��r _�� ,r ,K.: : _ il r: �I If'Iie,. .i,- . tr'b " ` i i __ fyi0Ul , -_,J(tf _ trV1 - i:., ..:iFoffii 1101 MI UM • ION — •111 =I =I Ell IJl 1ffji 1 1 1 114:. , - rill() 141i :o.iiYr TAilk et:,0 1 01:44).a,) FJJ [ 4 . 4 7, ithi - 1 4 qji ft:4 rtri, t(fii F1K YAW (44 . 1 ( r ; :■T*11 --- r r i . rictr L tr it - 4 ;171 iro' • North Trade Area LI KrIdands 1 _AL 1 2 3 4 5 8 7 8 9 10 11 12 13 14 15 18 17 18 18 20 21 22 23 24 25 28 27 28 29 30 31 32 33 34 35 38 37 M 39 48 41 42 43 44 45 48 47 48 49 BO C119t011101 809MOTIt8 North Zone =I MI OM OM — ME — — — I= =I MIN — — — INN =I gaS4e e - -?4F- _Argoilmve— - 11•RF - w . 4 - 14 w1 4 iM Tie),11 4 ft. AN 1.1114 irj •- aithy -"kW 1 . 1 1 1 Yg_A - 10 i. 4 417--ZAL.Olidt .S11,4147411,_ '24 U lififtpliiiiii IiikiliFeh IT_P#4tv:;. ifliih '(61ifilfigiitiyi aillee-- _0' ;,3 ict.tatifil244.;' - rt try,; dr *,-- (. - 1' ' ' lIti thy, ) ir lif.A.Ki 1VV:;- '7;■11- :f;t: 5 rg - ? 7 .4 f 41'1 11 4 •, ttll ` G • : ", .. n4 g (Arilvi,-4/77-i 4, IM t South Zone Demographics Pitiii PIVII triftl 44141: 1 -NA _-1 _ --Y ilifraA --,-. Demographics South Zone 10-Minute Trade Area 2001 Est. Population 121,881 Population Growth, 2001 - 2006 17.38% 2001 Est. Households 47,217 Median Income $58,800 Residential Property Value $70,225 Average Age 31.60 • "Pell42ion , `/Al_r4 1 _1 4 2:i.,':i. , ,, , . tt '''.. libritligi ( Gkitt4TACFP. !I_Evi'snt X IISIggill9n. likailibt ifes T . -- j, 111 airc.rrfilAff- , lila _ fijkai:veik, -:, :;! MI MI NM MO MI =IMMO 1•• IM IM Segments Description Households Percent 3 Established Wealth 4,043 8.6% 6 Good Family Life 3,053 6.5% 11 Family Ties 8,565 18.1% 12 A Good Step Forward 3,954 8.4% 40 Trying Metro Times 3,206 6.8% =MI NM M = M — — — I — — — — — I MO 1 41 1 11 irk rlt, IRIT er Household Profile 1 lilirll South Zone Round Rock - South Trade Area Iacnm rmde Ante I 07p17 aoesoe0WS o 9 n❑ _0 _ _ a� - 1 3 3 4 1 6 l 6 9 10 II 13 a 14 IS ie 13 13 19 30 31 37 22 N D MD 7/1 56 31 33 33 34 31 36 V 33394041 a3 0 44 41 46 47 48 49 90 Customer Segments 'e r r ifJilu Wlrrg11,0 ..... 114117 J l Il rl1 w. Il± ,d!ft ' (( f � Yv 1: i(Q Jul 'i1M1i �I� ..: �A l fru Il �t �� 11ljt 1jir +u r � i � �,�, .�l i , �� _ . � - � I � �.. " I i' f? 1 00 _' 0, ' i F 1i ruE �il : , JRret .R' _. W - -- MN M - - - -- I NM I M- M M J1 i j ' Ill II Iljillj J�l�44ig�,.a ; � '+,llfj{rli �4f4.� fil_'1 4,-*. ', �� i(�, ! 4 Iii jl��s�i� -� ,-ifsk.., :J -'. >111- iNrtfft 1{f 7 ,-.. „: 4,74. - g� 1 � ��,IJrrjtiiij .,,, „,�, :„„i ,,r� ",lle,% _ = „� ,� b�- ,r9 11.„,,,I,„c Cr[6.i Households in segments 1 25 have higher purchasing power and are attractive to retailers 41,079 households, or87 %ofthe households in the South Zone are in these segments Household Profile Households By Segmentation Set • Segments 1 -25 D Segments 26 -50 13% ‘'° ; - 1; 87% _ i 14 .,111:42114.. II f it ie: rl�,rf ln! "l ili�i� .:. ` 4rDG rUl f t 1 fE Ilka.� i� � .a Consumer Product Dollars per Household Index Room -Size Rugs /Other Floor Coverings $53 117 Boat/Outboard Motor $155 117 Jewelry $523 116 Photographic Equipment $54 116 Fresh Flowers/Potted Plants $209 116 Watches $90 115 Office Furniture for Home Use $21 114 Patio/Porch/Outdoor Furniture $30 114 Ping Pong/Pool Tables $183 114 Kitchen/Dining Room Linens $12 114 M MI MN M - - -- MN MN MI M OM MN NM ME I �tli �i7iynl�� k !l ii l��I ' p !�fiy1 1 1�P I'R�1. Retail Analysis - Consumer Facts Index South Zone � f $10 rk a,. RD) 4,1 4 (j ✓i 1 1 `J ! . `!' !lilt'- 1' yzr..: - `klr� f IG ti 'rl u: Iltr ki I;_ `ijir,,Ip'i ni . 7f.itifq i i i(gihAfi 1( t. - L ipNj r rr 11171 l r4! :E ! at li i r _ _ ft7-4 �� 1 . 711I ro �l�i l�l F'�Iy��:� ^�`(I. � - t rAnl ^��" .J �t� "� - -� i rury�.,; � • In • OM I O — IM — ME MN = NM I MN NM MI I I lijj �n t1{.r ! r e r jrj 1 rr - 11' rr 11 l i � y1 _. �~�IIP �l f .I-- 911/ '"' f/ { J , z � i ? IK� � i ��: -- J(� rv��r 9�,: . �x�rdlrN!��Il�t South Zone Retail Analysis - Per Capita Sales ay « -F01.0 y ,' "tw wiwail ` wigrp; -11 : -., 11411+Tv I y1`N hi,-,. tI tiffill !J1 L11[r,._° +_1.::-. `a - r`Xr 1 �i '�11r� g> Il ug ly it- st�4 t ,. ' fr [�: Tv, ir gi( -1I - � I. ` ` r . , iil ^i r c " - I4 ' 1 iUI YIrf7- . 3'i •; (Cgii t 1 '[ II :' ! Irr i 1: T(. 1 -- Per Capita Sales Index Score Retail Assessment Round Rock $9,577 - - South Zone 10- Minute Trade Area $11,281 118 Above Average • In • OM I O — IM — ME MN = NM I MN NM MI I I lijj �n t1{.r ! r e r jrj 1 rr - 11' rr 11 l i � y1 _. �~�IIP �l f .I-- 911/ '"' f/ { J , z � i ? IK� � i ��: -- J(� rv��r 9�,: . �x�rdlrN!��Il�t South Zone Retail Analysis - Per Capita Sales ay « -F01.0 y ,' "tw wiwail ` wigrp; -11 : -., 11411+Tv I y1`N hi,-,. tI tiffill !J1 L11[r,._° +_1.::-. `a - r`Xr 1 �i '�11r� g> Il ug ly it- st�4 t ,. ' fr [�: Tv, ir gi( -1I - � I. ` ` r . , iil ^i r c " - I4 ' 1 iUI YIrf7- . 3'i •; (Cgii t 1 '[ II :' ! Irr i 1: T(. 1 -- Per Capita Sales Index Score Retail Assessment Urban Texas $12,168 - - South Zone 10- Minute Trade Area $11,281 92 Below Average • In • OM I O — IM — ME MN = NM I MN NM MI I I lijj �n t1{.r ! r e r jrj 1 rr - 11' rr 11 l i � y1 _. �~�IIP �l f .I-- 911/ '"' f/ { J , z � i ? IK� � i ��: -- J(� rv��r 9�,: . �x�rdlrN!��Il�t South Zone Retail Analysis - Per Capita Sales ay « -F01.0 y ,' "tw wiwail ` wigrp; -11 : -., 11411+Tv I y1`N hi,-,. tI tiffill !J1 L11[r,._° +_1.::-. `a - r`Xr 1 �i '�11r� g> Il ug ly it- st�4 t ,. ' fr [�: Tv, ir gi( -1I - � I. ` ` r . , iil ^i r c " - I4 ' 1 iUI YIrf7- . 3'i •; (Cgii t 1 '[ II :' ! Irr i 1: T(. 1 -- Example Retailers South Zone 10- Minute Trade Area Retail Classification APProx. # of Locations 1. Pacific Sunwear Men's/Women's Apparel 545 2.3 Day Blinds Decor Home /Lamps/Drapes 162 3. Coffee Beanery Coffee Bars/Juice Bars 180 4. Motherhood Maternity Women's Apparel 441 5. Rockport Shoes Shoes 60 NE MI NM MO I• MN MN I MI NM M M — — r OM .. r_ III IJUi1J 1( iI , °.. �JjJf trill .I lI ;,;. 1 ffjj ,.':� ylghl l iP �iJpr ,, �Jagr7 Rl f... l Ji�ru ' , � ' Jiff South Zone Retail Analysis - Retailer Matches for Zone Note: These are preliminary matches and are not final recommended target retailers. ti'' 1 i'u 11 °;g11rr ll'L31;.., trig lrlj�l J y A!' �frat C i 111 , , . I[° rU'if. I ! l ; re ,ri " 4' `i t2 Er ' ! J to 44 - _ i , l _dP;4Fii MO NM MN M— MI NM I MN MO N - - -= N— MI = •South Trade Area 0Pacific Sunwear as 1 2 3 4 5 8 7 8 8 8 11 12 13 14 18 18 17 18 192021 22 232428282728 28 30 3132 33 34 38 3837383948 414243444848 47484888 Customer Segments x / "'1Ti J4i1 ```J� sr�l1i .,;, r s f l�aj; Eiji ilr.: -Il t�ip'.iI nji� Il9xl h r`_ • 1i J(r o fi I 'rii., r,1Ja IP ft ilrir r • ":iic r 14 - 11 )ri ! .ii J ( -1 7 : TO R '41- Ill 1f i ij —i r 4 .61 - .,:,, ( oci ru711`I1`:llrir � 1 r� t� P 11� i� yl ,:- �� lP, n ... i crrc 1 I ld « w ! �juz 1� r ►�! 1 1 r ir1.l A' 1,. Tfikj atilt South Zone les mem= m EN mu =mo m m 44.efill71 trlrtp*...'qlrf)ii;Snj.bf4Fr . b. di .=!!! of II 11D 4.11 • - _ • - • JIi South Zone 20 18 18 14 12 I 10 a . 8 4 2 • South Trade Area 03 Day Blinds 1 0 1 2 3 4 6 8 7 8 8 1011121314151817181920212223 2425282728283031323334353837313394041424344454847484980 Customer Segrnente firpj_ 4014 1 -1Pvt fl iu rj _ 1 , 1 1 Vast 14;,4 16.4 [Thilfty TT TtJ1. 1115Attit (1111 111? e' "tit iditiiteti—,-4.1t(elina.,4 MI MI • NM OM NO MN = IN — — — MO I MN MI MI NM MMI •South Trade Area DCoffee Beanery :ail -- Ow :"_1410 1 2 3 4 8 8 7 8 8 0 11 12 19 14 8 18 17 18 18 20 21 22 23 24 28 28 27 28 28 30 31 32 33 34 38 38 37 38 38 40 41 42 43 44 48 48 47 48 48 80 f ll` Customer$egmente I r e ,)11fitrit Mg' 3�7(.+r n ryi : , �?� � r�"m ",i 11J 1 1 ) -r f __.11 IU440 '. MI MI MN - -- MN MN MN MO MI MI I NM MI 1� il�J 11 1I - iilllitai �-. - .711 i _1 1 1 I�' Lrl ,, i1j1� '� t Pl vq,l L1'1� . it � J11 r . , fit l rY _ ri m lid i r�rrc_�F` �d' :.. DA= nl�rif -. Zone Profiles Zone Trade Area Comparisons Round Rock Trade Areas 1 o Central Zone • rat zone . Nerth Zone o Sow. X91 All zones share segments 5,6,11 and 40 I 1 .._ I.', I 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Customer Segments kik f >�'JJdu - 1!riErtl f SAp : ((13i1'A1 - : .01i!'r�2rJla9 :�r "i�i�I�i iaP�r�' ., ID�p��r�+ 4 2; rhj; 1.1 rep -P i - - ., . �`' ;ii f °` �u;`. G' j - i . ' "i 2.0 n 1 ,' Segments Central Households Zone % East. Households Zone % North Households Zone % South Households Zone % 1 2,065 5.7 2,587 6.6 3 4,043 8.6 5 6,356 17.4 5,387 20.8 6,452 16.4 7,874 16.7 6 2,919 8.0 3,313 12.8 3,018 7.7 3,053 6.5 11 7.599 20.8 6,765 26.1 7,121 18.1 8,565 18.1 12 3,954 8.4 16 1,298 5.0 18 2,443 6.7 1,359 5.2 2,506 6.4 40 3,317 9.1 1,683 6.5 3,540 9.0 3,206 6.8 MN OM = MN - -- N - - -- MS MO NM MO MO MN MI '�`'!fetr_gl�l IS 1' �r� .. 1�1r�' 'u i 11 fifer Y +. -. � !1➢ 'Jr..,l i -!1 a.' ,E:' �a Di,. Ti 1„t„ 1` Zone Trade Area Comparisons Zone Profiles All zones share segments 5, 6, 11 and 40 All four zones are characterized by "high -end" segments V „ w r i' } (I I J °- d B i Y( I !1 %u[i jyil , llr',�: I[y4111J �g1 Ril'�,..'�"�11i1;_ " 'JI "fr f +_1:;. �13:J11 J1'111n1i1'�...11� - 1_Iu P_ �ru r A a� 'rrr p„ , "_ ,'i;n 1 [ r- v ie r t ru n ' F !Y 1 - l iT ,$ � �641 NO MI NM — — — — — — — — — MTh h h Frikr JDVir Mfr! t(t�lfai111 Zone Trade Area Comparisons J' ' � l� tfirl Jj ijI 1 1!' f l�J r ... ''11 r� s... 11fr�trE Zone Profiles Segments 1 -25 Central Zone Households 30,287 83 East. Households 23,611 Zone North 91 Households 33,066 Zone 84 S oul ai Households 41,079 Z one 87 Households in segments 1 - 25 are attractive to retailers because they have relatively higher purchasing power The South Zone has the highest number of these households, but all zones have a high percentage of segments 1 - 25 '*/ ? IIJ r. . �Iil i1?1 II i li w rt+ `w -i 1i 1« : + »ijf ;( r _ ml i , F ;c J "1 ' ril t , i I511111 1 icy • ' It 41.. 1 J ri. Households Central East North South City of Round Rock 2006 PROJECTION 43,397 31,062 46,803 56,558 23,230 2001 ESTIMATE 36,490 25,946 39,364 47,217 19,820 1990 CENSUS 17,917 12,277 19,367 22,140 10,568 1980 CENSUS 7,361 4,569 8,314 7,894 4,119 GROWTH 1990 -2001 103.66% 111.34% 103.26% 113.27% 87.55% Population Central East North South City of Round 2006 PROJECTION 115,764 84,031 125,006 143,063 62,769 2001 ESTIMATE* 99,339 71,431 107,287 121,881 54,521 1990 CENSUS 52,523 35,827 56,797 61,670 30,923 1980 CENSUS 23,571 14,840 26,432 25,198 13,486 GROWTH 1990 -2001 89.13% 99.38% 88.90% 97.63% 76.31% MI MI I MS l• = ME l• -- l• l• MI ME = F .1P Jlf ��i!'alii IJ1t'ge 'il°ihTli1 ` T111 %iDli {11� +!'dip . �y11�? .. }!'P..: 1(irur��' Di. 'Fi!1 -.1 - EC Rock Zone Trade Area Comparisons Demographics The East Zone is growing at the highest rate, but all zones r'drt are growing at high rates V?IrIT/2,'JJi! Is1IiTh f i !!'�11' IashllJi;_'r� I �lr !1:..r`'�11r `J11 1rir1'�1' ^_ iJ' '1 r r. 11 Tj lfrd'Ji�rirn r- � --- for 'Ai-4T _ l { r = mur'�� r ��!�rui �,�n _._ :�irii rx �� s`t _ ; iflrl� �rx� � ni - ,�ii _��a��' � 1. _ . _ iUrurn:,: � - u ,ls+�ii i�r.�� cYr 11 - IlloptilUir : «f lioilteaij ligil :. JJ "CibliPI1l ;D41' r4j?11- .. C lit -7 j am ,,,, If ljt ?sir ', I '.� ` J ' �Jl0Vitta as r': - `g .�Tt 1) v ; i Jill 11 i4 , j• III .1041 Yel Y i i tt . ;) ;- 'at ''Ni.irl -._ r - _ - _ -_ - ^.r, 11 i4 c tlti I x'"114 4=' , tijl -- - - . ,. • Zone Trade Area Comparisons Demographics � , 1 ! - 1 ��-; 1j.k 4 -- rp.' < 11 1 ':`', p_ r • l_ '4Ij! ?111 4.- :11111.0L 114. ;.' ' r Comparative Population Growth ❑ Central • East • North • South • Round Rock 2001 - 2006 (Proj.) 1990 - 2001 (Est.) 1980 - 1990 (Census) 200% 150% ° 100% 50% - - -j , 0% WilD i1 4 i f 1: .. , li rli~: / _` IJPl ,,. IIlk" 11 1;, v1 litil lt1..:, I QJjj'r � ; 4 r! J aJii✓l 1iP 11` ... lbh ,'4. L % 1bi 1(4f ., . , l It P . r; ,I: 4 i ; 'TAT , ,, j % i= l 41 4 ° r% II°l i ,; 14i j 0',41'.',"4: .i - `?« 1 l 1 Dl6'i - :r 1 _' t `, t l • 1 , „ 'rcui , NM M I= 1 = I ME I• = ME - - -- ME OM M NM Income Central East North South City of Round Rock 2001 EST. AVERAGE HH INCOME $72,587 $72,413 $74,127 $70,393 $68,092 2001 EST. MEDIAN HH INCOME $58,842 $62,042 $59,748 $58,800 $58,380 2001 EST. INCOME PER CAPITA $26,842 $26,440 $27,393 $27,387 $24,931 � Vl' M Zone Trade Area Comparisons s IAA vfil Vik= .'�J�Dkrrs 9fk 4 41E6 1 x "' ➢ The East Zone has the highest 2001 Estimated Median Income vs'` A41.41 rcJ71'r4r__�,c011 , r1ijreILoni k� �, 'rn (r i' if�lijslr rEnli '9lit4fa'llifn ul.:_ r 111yU r f IlI1[,.� . �l��t' Ali .._ i r ,,,., )' I ,t (1144lk ��. �� _': llC .�1�l.�� 7 � 25% 20% 15% 10% 5% 0% S130.000 5100.000 OR MORE TO5149.999 530.000 TO 535.000 TO 574,999 549.999 ills r i d J ,, : ifJr itru t i�(� ICI . l l l i x"11.1 �l ;ii _, FP J.- �( Income Levels 2001 Estimated Househo ds by Income 17 Central • East • North • South • Round Rock S 75,000 TO 599.999 Source: 1990 Census & Updates 525.000 TO 513.000 TO 5 3.000 TO UNDER S 534.999 924.999 515.000 5,000 Property Value Central East North South City of Round Rock MEDIAN PROPERTY V MO = MN — — NM MI NM ME ME = MO = • MN MO I Zone Trade Area Comparisons 1Jr llf Il IiI1�l Jim. ..rhi�ri fr i� r �i ��(JIt�,rrrail era; .., r_.- „� . -- -,- ,��. -. .�..._ _ s°.a., -=- 'ma.frr =max: -. `.�. -'` C 111 w�• Property Value Levels ! mx! VALUE $69,972 $70,768 $72,537 $70,225 $69,549 Apt.. 2y r y , 3;lil. if (r UMers50O00 $50.000ros99.999 s1oeAM0si99,999 $200,000+ ' -14. SOU rce: 1990 Census & Updates 11 / _afryln a1 t ° 'ijlrr 11 i:,. �s +_iiPt% ; Il12111. ,,. 1 6cj:; ;.„ , i(Q1rr " yll , Jc;Y�r r �i�i if "r1 l ±leer 'c y lldli� � 1 r 41 CA 80% 70% 60% 60% 40% 30% 20% 81% Owner Occupied Property Values O Central • East ® North • South • Round Rock '11∎Y('f !;,, ui li -; " ".:.. 'i';ari9'ii" �- _ I'r"7I17kt 11: ° 111'1 . i l iril - r %.Vii�i ! rlit . ! ") ifrw_r - drain ' Zone Central East 71,431 North 107,287 South 121,881 Population 99,339 Population Growth 2000 -2006 est. 16.5% 17.6% 16.5% 17.4% Household Count 36,490 25,946 39,364 47,217 Households in Segments 1 -25 30,287 23,611 33,066 41,079 Median Income $58,842 $62,042 $59,748 $58,800 Residential Property Value $69,972 $70,768 $72,537 $70,225 Traffic 109,000 19,590 98,000 144,000 NM MI NM E MO NM MN MN NM = MN MN MO MN MN NM NM N MN ,17717 ii o11 uC r ri r y I '�i ri irv . 1I - `�15 Ali 1r 1S : ! J 1: "'�'�SJI' ` r % jr=` 5 � � 1� 1 [7e ' alto i Zone Trade Area Comparisons Zone Rank „ «( `I rr�� a4rJ �j1i�1 rfini r 1ST Ijljgr I JJJ JI ;iefiv ��1'�il' ?�,,, 1 tiSi QJiI- '' -Jr� Qkl rr:; r J1P �`nlSl 1`y1r�11!J� S'1 1 r� Z °,.� ��fJfj ��rli ,' ' Tojii +tr t o f _i `ri 'firiia�i`A ^. f 1° iii r . �J i2 r r 'f �ri'ih JTUh r I r TOru i r ' t,. -A Zone Central East North South Population 3 4 2 1 Population Growth 1990 -2001 est. 3 1 3 2 Household Count 3 4 2 1 Households in Segments 1 -25 3 4 2 1 Median Income 3 1 2 4 Residential Property Value 4 2 1 3 Traffic 2 4 3 1 ' Ell MN MN MN INN NM MI MN IMO MO ri it 12i ur :, '1�11jilra ro IJi�hl 11 triJ r :.: Zone Trade Area Comparisons Zone Rank ✓fir ifrylu ` Lrr r yr -. 31r � 1 +1' ..,Il iiji�l ( vis . J Ill kfy( } I) �11iF ii 'r i.n 17 'I I -- f r Iv `J 1I1 ,� v LirMf r rir ( �fiMilr fowl e rr 4 TiriA AIWA Yt MI MN I M — — NM IN MOM= MI M — — — NM M Jrr+ !i1 I1l9�i �Jl i( ,., «� { #1!j I ij'j I '?�y`if Jra 'f�l �rarC ?r�i�ijiCkl 11 11 Jitr(j�l' . Conclusions and Comments The CommunitylD report indicates there is an opportunity for Round Rock to increase retail sales Demographics and Psychographics (f,,r > High rate of population growth All zones have a large percentage (83% - 91%) of households in segments with high retail ,c4„ purchasing activity Per capita sales is below average for urban Texas, which indicates that the demand is being satisfied by shopping outside the zone trade areas T ,rrp f tl D +I ATI . illhaL J c, &Iipm1111'_:.. ! +'! /i 'jil Jir ?nri,'�. - e; .i it "�? "IirH ii ri (r MN = MI M - -- MN MN MN MO MI NM M MI I MN NM [[111, . r' F+_1 14'41 IyciA v/��J�1 ��r�slr z „n Conclusions and Comments k!�rij {r �ilif ;, r� lip: :ally 1,1 fb , JI 14JrI $1 ti Round Rock 11 li 111_ y r m . x F r� "11f ` Cl r ir„ iirr f idi i 'ITii N Ilb” u tr ii I i ri, l X ✓��1'��J1�1 'y i�,i'�I,f,'��, I�i�3+liJ+,1' '_� Ili i ^,iriil �'1.1� 'yS l� -. J1' , =,J11 .J'11��1 111 h'1 (� � � 1J� �1'`.� .� ,r t./ - I[14igir rc, arli }$tr... :`1gA'L:�4.4 „- 41 ,k The report also indicates that all 4 zones rep resent opportunities, however, South, Central and North offer the advantage of higher traffic counts. Other considerations: • South Zone is already developed • Central Zone is largely undeveloped and allows for ease of planning, design and construction • North Zone is also undeveloped, but is further from households in the southern sections of = MN = M — IM — — OM ME N — — NM M M — = ' r lJlj1'i �rf�, ' fri4Il J ra .,IT `i Conclusions and Comments Other factors to consider in selecting retail sites for development City's Tong -range development goals • Infrastructure needs and costs • Ease with which land parcels may be assembled for a new retail center • Limitations that may exist in redeveloping current retail facilities l . fq ri y ,, :tut ' Dirr quit i r5i.: j 11.11't 2,iF.... i i iP�lr4rll kr:: y ±l - it to f, R 1 1 llr[�inni}, (rn i8 k _ i t r i Iikli MIIMIM MO M M M — — MIIMMIOM Il �1JIJr� tir.., r'a�r[i J1q Ili' li.. :�11!�11!�# %t1lP aJi!tjrr %� ..Ilrurj �� ]1� I CommunitylD® e " 711., 1r r tpli +ij J +j1J1 rtryt Dui S'X;Ij 1i1�1,)f rr riJ�Itr 1 1 1 . y 1111hit J$'[ 114I4 '`_'� Il hla'WjnJ, . 1Jt;1%f ij 11f 1:t;til . ir�i! a�1i ;ilri ilj 7rf , II 1 f "� 1f�"rlrl it t f pl r 7 y1 :44.1101K6 Next Steps Develop an understanding of Round Rock's strategic plan for retail expansion Select zone and site for Phase II NM MI ME = - - -- r — I I P II(I 1 u n i - C n -l[ n � �. ; 7 / l i ri r° i 7 i rr r - 7I s. l e i - r- I V :f . jYi - `tk + , -Lii - - - : sue q E'l r — ''( ( - 116-' ! Ili i rii[Il'r∎Ii (rr 1 1 111 3'1'i k i r , u 1 rfl 'G v q - 1 ItAis.: I'' T ( 19 1 l i 7- ii (04-it,. , '' 4) (I iL4' 1 A", Tliji -iit ; -i - (lit p q j il nvi r, n Communi The Retail Recruiting System a trademark of B company 44 :44 r�_ j�hr. f!'(F titbit lif r I 01 ilthiery II DI h Tlo ,a Il :tii jI _ ,toi 111 rN ?i j f ; , '(Q11!I b44 ,° r %(r�lj� 9il�i %} I ?'1 �� =?� IIyIIIl j � lia , ,I�' , llg o is ply(" If � i1 I I 'Irk 1 _' °'; . r-,i lr, 11 :Ill `..- .I V I I fi11 r rIIfI . I - C I I ( /.; -- -_ ` -_I 411 - rom ir 4'4 CITY OF ROUND ROCK CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES FOR RETAIL TRADE ASSESSMENT THIS AGREEMENT for professional services for assessment of retail trade potential ( "Agreement ") is made by and between the City of Round Rock, a Texas home rule municipal corporation, whose offices are located at 221 East Main Street, Round Rock, Texas 78664-5299, ( "City") and The Cornerstone Group and The Buxton Company ( "Consultants "), whose offices are located at 2651 South Polaris Drive, Fort Worth, Texas 76137 -4479. WHEREAS, City has determined that there is a need for research that will produce critical fact -based information and marketing packages that can be used by City to proceed with the attraction and expansion of the retail and commercial sectors; and WHEREAS, City desires to contract for professional services for such market research services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: RECITALS: 1.01 EFFECTIVE DATE, DURATION, AND TERM ORIGINAL That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: This Agreement shall be effective on the date this Agreement has been signed by every party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. The term of this Agreement shall be for twelve (12) months beginning from the effective date hereof. It is expressly acknowledged by and between the parties hereto that work shall begin within seven (7) calendar days of execution of this Agreement. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or may elect to continue with the next deliverable or phase. 1 1.02 PAYMENT FOR PHASE I In consideration for the professional services to be performed by Consultants, City agrees to pay Consultants a not - to-exceed total sum of Twenty Thousand and No /100 Dollars ($20,000.00) for Phase I "Retail Trade Assessment," in accordance with this fixed -fee Agreement. In addition, City agrees to pay specified expenses only as enumerated on Exhibit A attached hereto and made a part hereof for all purposes. Consultants' compensation for professional services shall not exceed, without written consent, the amounts indicated in this Agreement and exhibits. City shall pay, strictly within the confines of the not - to-exceed sum recited herein, Consultants' professional fees for work done on behalf of City. City shall pay the actual expenses of necessary pre - approved travel associated with this Agreement, but City shall not pay any markup for travel expenses. 1.03 TERMS OF PAYMENT To receive payment, Consultants shall prepare and submit a detailed invoice to City for services rendered. If City has any dispute with work performed, then City shall notify Consultants within thirty (30) days after receipt of invoice. In the event of any dispute regarding the work performed, then and in that event Consultants shall either (a) satisfactorily re- perform the disputed services or (b) provide City with an appropriate credit. 1.04 OBJECTIVES AND SCOPE OF WORK Consultants contract to work with City to conduct and complete a retail trade assessment in the City of Round Rock which will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will be conducted and completed to determine the opportunities for additional retail trade. In this Agreement, the term "retail" also includes restaurants. Objectives and Scope of Work: Consultants agree to provide, by way of inclusion but not limitation, the following services: PHASE I - RETAIL TRADE ASSESSMENT A. Analysis of potential retail zones to include: • Identification of potential retail zones • Analysis of the viability for commercial retail at each identified zone 2 B. Analysis of households to include: • Geocode all households in the zones identified above ■ Determine and analyze demographics of such households • Determine and analyze psychographics of such households ■ Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of the zones identified D. Deliverables • Research Report including: • Map of potential retail zones with household density • Graph of household profiles of each zone identified • List of potential retailers with graphical representation of their core customers compared to community's household profile 1.05 REQUIRED REPORTS Consultants agree to provide City with a detailed final written report, together with all information gathered during the course of the project. Additionally, Consultants agree to provide City and City's invited participants with an oral presentation of such detailed final written report, at City's designation and at no additional cost to City. 1.06 LIMITATION TO SCOPE OF WORK Consultants and City agree that the scope of work to be performed is enumerated in Section L04 herein. Notwithstanding anything in this Agreement to the contrary, all parties agree that City retains absolute discretion and authority for all funding decisions, such decisions to be based solely on criteria accepted by City which may be influenced by but not be dependent on Consultants' work. 1.07 OBLIGATIONS OF CITY City shall assist Consultants by providing the following: 3 A. Project Liaison B. Materials and Reports (all to be retumed to City at completion of project) • Economic planning analysis, community visioning or future studies ■ Current zoning map C. • Designate a local Project Manager who will interface with the Comerstone Group during the course of the project • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years • List (and physical location on map) of up to three sites or areas to be analyzed for desirability for retail or shopping center development after completion of Phase I ■ List (and physical location on map) of all shopping centers or malls in the city or extraterritorial jurisdiction ■ List (and physical location on map) of all major national retailers in the city or extraterritorial jurisdiction • List of any shopping centers or national retailers that have purchased property but have not opened, along with indication if project is under construction • Economic development marketing materials currently used by the community • Only at the specific request of Consultants, delineation of ownership of potential retail or shopping center locations Meeting room to accommodate final report session. City shall be responsible extending invitations to participants. Consultants shall be responsible for providing all briefing/presentation materials. 1.08 NON - APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Consultants a written notice of termination at the end of its then current fiscal year. 4 1.09 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultants will be made within thirty (30) days of the day on which City receives the performance, supplies, materials, equipment, and/or deliverables, or within thirty (30) days of the day on which the performance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or services, whichever is later. Consultants may charge a late fee of one percent (1 %) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. There is a bona fide dispute between City and Consultants concerning the supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 2. The terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. There is a bona fide dispute between any of the parties and subcontractors or between a subcontractor and its suppliers conceming supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 4. Invoices are not mailed to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 1.10 TERMINATION This Agreement may be terminated for any of the following conditions: 1. By City for reasons of its own, with or without cause, and not subject to the mutual consent of any other party, such written termination notice to be given to the other parties not less than thirty (30) days prior to termination. 2. By mutual agreement and consent of all parties, such agreement to be in writing. 3. By City for failure by the other party or parties to perform the services set forth herein in a satisfactory manner, such termination notice to be given in writing to the other parties. 4. By any party for failure by other party to fulfill its obligations as set forth herein. 5. By satisfactory completion of all services and obligations described herein. 5 Should City terminate this Agreement as herein provided, no fees other than fees due and payable at the time of termination shall thereafter by paid to any other party. In determining the value of the work performed by any other party prior to termination, City shall be the sole judge. Compensation for work at termination shall be based on percentage of work satisfactorily completed to that time. Should City terminate this Agreement under this Section 1.10 (1), the amount charged during the thirty (30) day notice period shall not exceed the amount charged during the preceding thirty (30) days. If any party defaults in performance of this Agreement or if City terminates this Agreement for default on the part of one of the other parties, then City shall give consideration to the actual costs incurred by the other parties in performing the work to the date of default. The cost of the work that is useable to City, the cost to City of employing another firm to complete the useable work, and other factors will affect the value to City of the work performed at the time of default. The termination of this Agreement and payment of an amount in settlement as set forth above shall extinguish all rights, duties, and obligations of City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to cancellation. 1.11 INDEPENDENT CONTRACTOR STATUS Consultants are independent contractors, and are not City's employees. Consultants' employees or subcontractors are not City's employees. This Agreement does not create a partnership, employer - employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other parties. Consultants and City agree to the following rights consistent with an independent contractor relationship: 1. Consultants have the right to perform services for others during the term hereof. 2. Consultants have the sole right to control and direct the means, manner and method by which services required by this Agreement will be performed. 3. Consultants have the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultants or their employees or subcontractors shall perform the services required hereunder, and City shall not hire, supervise, or pay any assistants to help Consultants. 5. Neither consultants nor their employees or subcontractors shall receive training from City in skills necessary to perform services required by this Agreement. 6. City shall not require Consultants or their employees or subcontractors to devote full time to performing the services required by this Agreement. 6 7. Neither Consultants nor their employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of City. 1.12 NON - SOLICITATION All parties hereto agree that they shall not directly or indirectly solicit for employment, employ, or otherwise retain staff of the others during the term of this Agreement. 1.13 CONFIDENTIALITY Any programs, data, or other materials furnished by City for use by the parties in connection with services to be performed under this Agreement shall remain the sole property of City and shall be held in confidence by the parties as set forth hereunder. All parties agree to hold all confidential information in the strictest confidence and not make any use thereof other than for the performance of this Agreement. Notwithstanding the foregoing, the parties recognize and understand that City is subject to the Texas Public Information Act and its duties run in accord therewith. 1.14 SERVICES WARRANTIES Consultants warrant that all services performed hereunder shall be performed consistent with generally prevailing professional or industry standards, and shall be performed in a professional and workmanlike manner. Consultants shall re- perform any work not in compliance with this warranty. City shall report any deficiencies in Consultants' services to Consultants in writing within one hundred twenty (120) days from successful implementation and acceptance of the work to receive warranty remedies. 1.15 INDEMNIFICATION Consultants agree to hold harmless, exempt, and indemnify City, its officers, agents, servants and employees, from and against all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, attorneys fees, and claims, and any and all other costs and fees incident to any work done as a result of this Agreement arising as a result of actions by it and its agents and subcontractors during its performance pursuant to this Agreement. 1.16 ASSIGNMENT AND DELEGATION No party may assign any rights or delegate any duties under this Agreement without the other parties' prior written approval. 1.17 LOCAL, STATE AND FEDERAL TAXES Consultants shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. City will not do the following: 7 1. Withhold FICA from Consultants' payments or make FICA payments on their behalf; 2. Make state and/or federal unemployment compensation contributions on Consultants' behalf; or 3. Withhold state or federal income tax from any of Consultants' payments. If requested, City shall provide The Cornerstone Group with a certificate from the Texas State Comptroller indicating that City is a non -profit corporation and not subject to State of Texas Sales and Use Tax. 1.18 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to the recipient's address as stated in this Agreement; or 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to The Cornerstone Group: The Cornerstone Group Attention: Bill R. Shelton, Managing Director 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to The Buxton Company The Buxton Company Attention: Harvey H. Yamagata, Vice President 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to City: City of Round Rock Attention: Robert L. Bennett, City Manager 221 East Main Street Round Rock, Texas 78664-5299 8 AND TO: City Attorney's Office Attention: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, Texas 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of City and Consultants. 1.19 APPLICABLE LAW The laws of the State of Texas shall govern this Agreement. Venue shall lie in Williamson County, Texas. 1.20 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including the exhibits listed below, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized representative for each party. This Agreement may be executed in multiple counterparts, which taken together shall be considered as one original. 1.21 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City shall select one mediator and Consultants together shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Consultants hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1 -14) or any applicable state arbitration statute. 1.22 ATTORNEY FEES In the event that any lawsuit is brought by one party against any of the other parties in connection with this Agreement, the prevailing party shall be entitled to seek to recover its reasonable costs and reasonable attorney fees. 9 1.23 FORCE MAJEURE Notwithstanding any other provisions of this Agreement to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or a breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by any one or all of the parties. 1.24 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity of enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.25 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No purchase order or other ordering document that purports to modify or supplement the printed text of this Agreement or any schedule, exhibit or addendum shall add to or vary the terms of this Agreement. All such proposed variations or additions (whether submitted by Consultants or City) are objected to and deemed material unless properly agreed to in writing. Except for contractual obligations recited herein, no party shall be liable for any failure due to causes beyond its control. The failure of a party to exercise any right hereunder shall not operate as a waiver of said party's right to exercise such right or any other right in the future. To expedite order processing, transmitted copies are considered documents equivalent to original documents; however, City agrees to provide the other parties with one fully executed original Agreement. IN WITNESS WHEREOF, all parties have executed this Agreement on the dates hereafter indicated 10 CITY OF ROUND ROCK, TEXAS THE CORNERSTONE GROUP By: Bill R. Shelton, Manaping Director Date Signed: 1Mu 2uoz— THE BUXTON COMPANY By Harvey . Yama�gg�ta, Vice President Date Signed: WICU(. (o , 2-0 7s 11 ATTEST: Christine R. Martinez, Ci Secretary Date Signed: 3-/ Exhibit A Expenses Up to a maximum cap of $1,000.00, City shall reimburse Consultants at actual cost for the following expenses that are directly attributable to authorized work performed under this Agreement: • Travel expenses other than normal commuting, including airfares, rental vehicles, and highway mileage in company or personal vehicles at $0.31 cents per mile. All travel must be approved by City prior to incurring travel expenses. • Meals, not to exceed City's travel per diem. • Lodging. • Telephone, fax, online and telegraph charges. • Postage and courier services. • Printing and reproduction. XAProp®kPro®b fm 2OO2kC p'd) PrepaselsTity ofA®6R ktlir coarso Etch A Mayor Robert A. Sdaka, Jr. Mayor Pro-tem Tom Nelson ConncO Members Alan McGraw Carrie PM Earl Palmer Isabel Gafabm+ Ga+)' Coe Qty Manager Robert L. Bennett. Jr. Qty Attorney Stephan L Sheets CITY OF ROUND -ROCK March 19, 2002 Mr. Bill R. Shelton, Managing Director The Cornerstone Group 2651 South Polaris Drive Fort Worth, TX 76137-4479 Dear Mr. Shelton: The Round Rock City Council approved Resolution. No R- 02- 03- 14 -13C2 . at their regularly scheduled meeting on March 14, 2002. This resolution .= approves a Consulting Agreement for a Retail Trade Assessment. Enclosed is a copy of the resolution and agreement. for your files. If you, have any questions, please do not hesitate to contact Joe Vining at 218- 5420. Christine R. Martinez City Secretary Enclosure Fax: 512- 218.7097 • 1- 800 - 735 -2989 TDD 1- 800 - 735 -2988 VoiM www.ci.tmmd- rock.tx.os mayor RobeirAt Stlaka, Jr. ' Mayor Protein rant Nielson Ccund l Members Alan McGraw CArrle Pitt. Earl Palmer - Isabel Gallaban Gary Coe _City Manager Robert L Reenters, Jr. City Attorney Stephan L Sheetr CITY OF ROUND RO March 19, 2002 Mr. HarveyU.,.Yarnagata, Vice President The Bi,`txton Company 2651 South Polaris Drive Fort Worth, TX 76137 -4479 Dear Mt. Yarnagata: The Round Rock Clty Council approved Resolution No R- 02- 03= 14 -13C2 at their regularly scheduled meeting on March 14, 2002-: This resolution approves a Consulting Agreement for a Retail Trade Assessment. Enclosed is a copy of the resolution and agreement for your files: if you have any questions, please do not hesitate to contact Joe Vining at 218 -` 5420. Christine R. Martinez City Secretary Enclosure Fax: 512- 218 -7097 1- 800 -735 -2989 TDD 1- 800 - 735 -2988 Yoke www.ci.roand- rockdc.as MN MN =MI= MN MR NE MI MN I= Communi The Retail Recruiting System (in ,Trittnaci 1 IF I cad a GfFr NM — M E — — — — — — — — — — 1=1•1111= MI NM rj is 6 .1 A Multi - Dimensional Retail. Recruiting System... ...that goes beyond a plan by giving community leaders the tools and techniques to attract and expand the retail sector f I "0, OFF. T .44_N_OIIF,A- Tat {If1r(�JT� l\ I, .L r , U_ Jl Ti ' `L r :.'1.1 N WI I - MN - - - - - - - - - - - - - MN • Assesses your retail potential • Rates sites for retail and shopping center development • Identifies retailers by name that will find your community attractive and customers that will find the retailers attractive • Provides decision- makers' names, documentation and an informative presentation package to market your community C o m m u n i tyIDs"' T U i s *4 :t li _rrl - I. { II m ' o ne 1111 iii 1 I _ (0.1m102 cif ruv - r.J Ih v 1 . 11 . °r to We are a team organized specifically to meet the needs of communities seeking retail development Staff represents over 200 years of retail and marketing management experience Decades of economic development experience both in practice and consulting B c ompany ORNERSIONE GROUP Best Economic De ■ mo om m o o mo omo By Ell R. Sabo, am. and Bab Dalai About Us FI: rr, f r;; I _ ; r; i f a it f J T 1 fir:" i z J ITAiri :at ..1.( .J! sr Egan TW NM = I NM — M EM NM I WI MN M E M - - -- ME M M M ,r , Rrir. r�iliiidldl /aii l it-_P-miA4117 About Us d t Z Cis. J' i i., M i,,:;l • Over 400 clients including retailers, developers and communities > Conducted Economic Development training programs for over 200 community leaders • Assessed, planned and implemented marketing programs for communities of all sizes • Data on over 111 million house- holds with details up to six individuals per household Garden Ridge Piei'l ioipoi'tsi The Container Store itEVAT I MN • — • — — — — — MI N IIM •1111 Experience bringing retailers and developers together • Bass Pro Shops in Grapevine • Hilldale Mall in Madison, WI • Centre at Preston Ridge in Frisco • Miracle Center in Coral Gables, FL Analyzed every type of retail concept including free- standing, strip and enclosed mall shopping center. Over one b illion square feet . of analysis (2001) hii i 'idsi P am 4 s 11 M - - - - MI NM M - - - - - MI MI - I I ._ Ji.��Or7a The old Economic Development Concept: Companies that export goods and services generate new jobs and money into the city which in turn create demand for retailers You only need to recruit companies that export goods and services •.1 r_ j icz r� 1 r'Ii rm. r('P�a l( E'I 11 11 >] AffliMilkaltraiNIMEaf, Economic Development r' I= MN MIMIM OM Based on that concept, Economic Development programs targeted: ➢ Manufacturing • Distribution /Warehousing • Office /Headquarters • CaII Centers • Tourism I MI I NM NM MN MO NM MN - -- M - - -- MN NM rr� -� " T r . r. L a . Ildi raaf liatina' t You don't recruit retail — They ,will find you if you have rooftops J1 r fth1 ; • — — — — — IM — — — M EM E M EN EM IIM i T1 r1) Economic Development I , I The New Economic Development Concept: Retail Development can: • Help broaden and diversify tax revenues • Attract trade that is shopping elsewhere • Satisfy citizen's desires to shop at home • Improve the community's ability to attract and keep business i ( rli.rli5.t : 1fl' V\'� �. _1Jrin J. (:iiTrl -i "_� ruff A f t , + 19t 1�.J1 u4 s 11� l 1.Nl I NM — — — — — — — — — NM — — — MI OM ,t Mit Based on the new concept: Today's Economic Development programs also target commercial activities such as: 11� • Retail • Restaurants • Hotels /Motels 1 tui ELL i.1Yr'i Ill�t�ii�' lfi r n, . i i r e '' i II Economic Development aar - Vyr.CLL I L'1 Ittr - 7 - . L _LL MIION= NM MI MI IMMMO INN MI i lbiiai a - 11 e 1u r m t! RTnaii °.fti 111 «i: SIP Based on the new concept, The New Economic Development Rule is: Retail can be successfully recruited —, But it takes different tools and techniques The best incentive a community can provide a retailer is customers But you have to know who are the retailer's customers and who are your households .c GI :wan, a s :1,r� jc ��t t.��. 1 1`L L 1 -a� .J__L ,L �.1�>.>.tsm _GTd1J. Just as economic development, thinking has changed, new technologies have emerged for retail site selection The Buxton Company and The Cornerstone Group have developed these new technologies for retail site selection and incorporated these in the CommunitylD retail recruiting system • IT* ViTONICD4 flljl8T�fUhRr Fn'ts�R " -- ' �i i III' ', MI I NM MO MN I — — — — — — — — MI M EM — NM Traditional trade area determination uses Concentric Rings rikflir r l �i rc r ( ter r n It la i iu1 i � AT I r�. J7l f j : i n fin . r Q r , oar • arTr tralI air 'Yir :J'( t! MN I N — — t! t! I Drive -time technology Incorporates speed limits, stop signs and signal lights, road classifications, time of day, as well as other factors Accurately determines the amount of time a customer would spend to drive from home to the retail. center Shortest route is calculated in minutes for each customer ig CS] 1 Jeri uairnithriakarailaTiediratiellitar ommunity /Ds' Drive -Time n-ac (»tidr- -i �� ai MMIMI NM I MN — — — M — — — — — NM MN NM 1 lu in r i i �lijl n m�" 6i' 73i�'. li'. R'/ • �If116iE.l r3rYrL'➢ �r�aiiYiii/ t3�� (�l'iiFi(itn�tillclli1135f'�v Traditional vs. CommunityIDs"' Drive -Time Household Count 8 -min drive -time 4-mile ring 53,890 39,225 Households with income 50K+ 8 -min drive -time 4-mile ring 21,729 16,667 Total Retail Potential 8 -min drive -time 4-mile ring $2.1 billion $1.5 billion Restaurant Sales 8 -min drive -time 4 -mile ring $233 million $169 million General Merchandise Sales 8 -min drive -time 4-mile ring $274 million $198 million ,w, lT �l "1 V:r61r IA. dill - 1'':.„ Z_ Le w 11LiLL1u ", ...j C ClLJT GaT cJ..l.c MO - Reilly 's Law of Retail Gravitation (1931 Measured: Population (P) Distance in miles 15 miles * Up to this point, customers will Population = 4,000 drive to the larger retail center iatiti ri cr ich < w1s ►4 Population = 16,000 MO ME NM MI I MN ME MI = — M EM MI MN MN Today, we measure retail gravitation by: • Drive times, not miles • Customer buying habits, not population By using: • Extensive data bases • Computes technology Geographic Information Systems (GIS) Community /Ds " Drive- Time'Gravi JINMEMPAME IiGi n .. r- cz �i1;r. ir�fi�1 � d.. ,. aiy _may. >:_. ,,yam,,,",� b .- ^s7- LJtJ aOl _ iJ Cte,. T T(11 f� th t� %i :1' eL .s:J I lh I Community/Um Drive-Time Gravity • 1 11 ilia IA tiJ$JL.L — .1. inro P 1 II 29,RIE > Gravity determines how valuable households are based on their drive in minutes from the retail center. PiAlattallk 401-4o,,,410,14rwr01gwei- T ; Ta 1: , tTi ki ri 1 MN MI 1M =I MN WI MN I= MI INN ME1111=1 ➢ Cannibalization assessment ensures recommended retailers do not currently exist in the surrounding area (varies by retailer) icia ■A Ui, "� F L a 1:rfrrj 0 trI tior \J, rrIc Cannibalization 1r�1 WI I N - - - - MN - - - - NM W - M IldTit atexa. :uti/2: Mi'R.T.E Ildi' c ' i i = OM W I MN — M EM NM - - M NM M MN rc New technology profiling uses 50 unique wychographic segments based on over 2,500 different lifestyle & purchasing characteristics, as well as demographics . .. 1 .. 1 1 1 ( 1 r f 1 1 1 1 1 1 1 1 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 46 50 . J t CJLPLgt lid _. .:: JJI ICJ g ❑ II$ii f JlNita liar "rr�r 7 V ntli iF:/ . 1 CommunitylDsTrofiling 731.1 I E — — — — N — — — — NM MN — — — — MI = We know who your consumers are by product category We know where your consumers live by product category We know this man is an outdoor enthusiast: He hikes, mountain bikes and is a vegetarian. This consumer is not willing to drive to your retail center This household is remodeling and buys home furnishings This woman is a home decorator: She sews, does flower arrangements, and reads Martha Stewart "Living" (J; G; 1 CommunityIDs "Profiling tttf f Phase 1 : Assessment Provides you with answers to these questions: 1. What is your retail trade area based on drive time? 2. What are the lifestyles and buying habits 4w , � II of the consumers in your trade area? 3. Which areas in your community � are the best locations for retail? Community/Ds" WV T.1.1 1,1 n I r r.if rtt J J.LLI. LJ `a..i GI:TS Yraf∎ jistaittav l� nw.cdcra (Nlilfrii IMF 'An OM OM = M - -- MI NM MN ME MI MI MN NM MN MN MI I i t u fir. i m TI •TrY Phase 11 : Execution Provides you with answers to these questions: c � t 1. Who do you sell to ? 2. What do you sell? 3. How do you sell? 4. What is your potential for attracting retail center developers? .1: Q .l . rs `riff a_. JED i(:Coro,:1, 'La , inr,rfu rnur Vxicir Community /Ds' (3t1 (7,11: I I — MN W — M IM 7i Who are the best retailers to attract? KO H LS PAytess 5h•e5wurce' WNW OSHMI_IN' S OSHKOSH B'GQBH' THE GENUINE ARTICLE RACK ROOM SHOES MERCHANDISE S xKP� IN T 2:011 aill . `l-1LI_j;r. €Illl iAGi en ii f "z 1 Q" LlEL' I I iiiiralar Misr .moki'R a i iiliai ark„taircer a r T ;ur Tenant Analysis (Mr 1 J / r:frrarf r. lT3�il�`rti MI I M IM I— MI— ME NM NM M NM - -- MI I A Drive Time Trade Area is determined for the community ➢ Households within the trade area are segmented to create a profile of the community �•. J�L L . ' lJ fIT.- is'�{fi.. I i I li fr. Ji"ii it'3��Yt&iin is sl' tii' Gi( cLiF' n(. isTi:/ �t7fis�ll+ n'°/ dNf�b''. �taP�tiGS '1'.ife�Nf1�'�'i7�ii��'f613c'. N ■ Community Trade Area r•° NM OM MO M I MI MN NM N - - - -- N— MN MN MI 11 1I k �r 1 Percentages 20 18 16 14 0 ❑ USA • Trade Area Households kvw v • StRum 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Customer Segments 1�H is L'1 rem ;< J r d ... "J'(JTJi „ tai,„ ifferati fJ k _ _ _ r_._ —• -rte. r 1� r Sri cr lflll irn�(girrr - uGt.R:l hUi n/ Community Profile vs. U.S. 1'1 ar infiTcaff a era f rf& NM IMO =I MN MI NM EM NM MI =I MI I= =I MN ME 1Cfai. - - J a E.' C. La _ff• 11. reit n rf trt 0 r A 1-?2, ■ INklargaiiiarim 744C 4 J;Id IM I• EN = MN I= = U M M liiii 6 �i° �. esliiii ikihr f' IIY�luira ini as.tr7liga tits -J. Iiiial7.GFii navrafra i '� l Atli j.0 Percentage • Trade Area Households ❑ ABC Retailer 18 16 14 12 10 cc066:6 6rc0000i:Cf0CCi?0.r� c �r c �cc .rc� cw c ��: Customer Segments 0 ouseholds and ABC Retailer Profiles 11 '.�� 1> a 9tio i tthl ci i WtIc'L Frr 1 N t -4 , 11 n [I . • IM I• EN = MN I= = U M M liiii 6 �i° �. esliiii ikihr f' IIY�luira ini as.tr7liga tits -J. Iiiial7.GFii navrafra i '� l Atli j.0 Percentage • Trade Area Households ❑ ABC Retailer 18 16 14 12 10 cc066:6 6rc0000i:Cf0CCi?0.r� c �r c �cc .rc� cw c ��: Customer Segments 0 ouseholds and ABC Retailer Profiles 11 '.�� 1> a 9tio i tthl ci i WtIc'L Frr N — — — — M — — — — — — — — — — MN OM Percentage 18 16 • Trade Area Households ❑ XYZ Retailer li C L. @ J I& fs @ C IR a C r r It a i II( IITX C I?t 12 14 ? C, @ ii Iza: Imo: L C Imo' L Ias; 437 C las lae I, Isz 1+3 IT4 1,v3. IsY r I±s:'Ed Customer Segments r Taiinn fr'i ni - a i fir aiaiaif'ri lu ir8atsCai'�a r. r/k.-i, S iGL�':• k6.maY.: s lr.�;i�r Households and XYZ Retailer Profiles 4 id I art a 1 rL Lr' oLrll..l_nar \?\ In-1-1 (j�� +_� NM M — — MN I= — — — I= I= M IM I= ION Eltiffing existing retail centers similar to your community's potential Percentage • Community Households ❑ Similar Retail Center 18 16 14 12 10 8 — 6 1 I " d @ � C4 ti I? ft L� Eat CQCa+L��L iL%LC C�ZCtGC� @L�CGGC'.C'�fai gC xtC��CIPgC� ['�trlPlu:lulisla��'`e;[g " " Customer segments 8 a 1 0 Similar Retail Centers rea air f j Ube ill ]F ■ 1 N , i r �, � � ' 4 a ! r il4:3944-8".1 � err I f � �L 1 cfri , J 1TCti Lrr Ci� 1LC 7 ( VII ?IT ' r 1 NM M — — MN I= — — — I= I= M IM I= ION Eltiffing existing retail centers similar to your community's potential Percentage • Community Households ❑ Similar Retail Center 18 16 14 12 10 8 — 6 1 I " d @ � C4 ti I? ft L� Eat CQCa+L��L iL%LC C�ZCtGC� @L�CGGC'.C'�fai gC xtC��CIPgC� ['�trlPlu:lulisla��'`e;[g " " Customer segments 8 a 1 0 Similar Retail Centers rea air f j Ube ill ]F ■ 1 N , i r �, � � ' 4 a ! r il4:3944-8".1 � err I f � �L 1 cfri , J 1TCti Lrr Ci� 1LC 7 ( MN — — — — IM MU NE LCD.- , 1.iawJ�,4��.J:r.d al. Community /Ds' • CommunitylD is a total marketing system that goes beyond research and consultation We provide an execution plan which: Describes exactly who lives in the community based on lifestyle, purchase behavior and _4 media habits Selects retailers that will be attracted to and can succeed in the community J. } x IIct 1`D'Cl /rite r� CT r ail . MIIIIIMOM M I= MN M IM I MN NM M Your Custom Recruiting Package Integrates all aspects of the ; CommunitylD analysis to create a complete tool for attracting retail. P11 t i 1� n i�:ni iYn/r3c7.'9�iYhi:4 IL9`u�i/�i {� 1 65 i f,�Te) t Vac r V16 I r' ,' „I rt 1'QL. tar .t-1 'LLL3,`m a c.�a illE;s�G r! _Jar] 'aria NM NM = MI M — M — — — — MN M — — — — N JegrW y ! Iln. `l� srr► erx Household Profiles • Individual location profile • Community segment descriptions Recruiting Package Demographic reports > Population • Households • Income > Education • Occupation f o .Laraa i :irb�.vsr d . adsai - tWAVarir i Community/Ds" Tern OLT lirrlf �;^ r.d 1T1ll : ,: 1Tr / 4 T yr C M M M EM M — — — — — — — — — — — =ME= 11 Ji Recruiting. Package Potential Location Maps • Overview • Population • Population Growth • Average Income • Property Value • Traffic Volume Retailer maps • Existing retailer locations to assess cannibalization • Customer dot density overlay Similar Retail Centers • Profile comparisons • Center location maps • Tenant lists q it s, D ` 62,“T - X11 "l. r. _y 1 flI it Community /DSM { r11FJ I orci. 1'1.a_ liar; r QIIi dia ai V1 and ..] 'Oaf %f if ' i . A LP TT 1L_ HaaL,.,11r.r Hi kw] a IMO =I MN = INIMM M — — M — — — — — — MI =I You will know the feasibility of retail revitalization of downtown or commercial corridors i"4 %r li You will know your retail potential from a retailer's perspective - by knowing the buying traits of your community , o...munitylDs" Benefits rreaci You will learn what locations in your community have the best retail potential You will have a marketing system you can implement immediately ' n � iaaTall m 6i N — — IM M U — The Retail Recruiting System rah MN MN — — NM M MN M — MO N — MN MN = = ME M• dpi:: kW 041 afirpe mind ff) 1 II re nil iii rr Nandi " dm_ ,_ f ek, it\atimrrrao, 1(�rrdew C ommunityllYM The Retail Recruiting System no7r 1 iL ��e�� .r n ori1?7 1T�)r��T`��,.� I�lravaiafiati, NM IIIIII MMIIIIM MIIIIMM MN MIN I= MO MN Tr.11 ) i r tTilF (i._1 grifi tt-WitWOWoritnkr: 411 l digrit911i6 Y k TI W M) =fir 1il`s :';timerw llrtu A Multi - Dimensional Retail Recruiting System... ...that goes beyond a plan by giving community leaders the tools and techniques to attract and expand the retail sector IMM • M— M M - - - - -=MI= =M EN I iiiit6tir . Vit Ill 1 Community/Ds" I( d 61. R d r,1), a aY ��drrGa..4 J!, ZEE _ P:raiaTL(TTJr arititein r\rd Jd,. ?To I r f Ir Li iJl ci lal :41: 1tivoutiehaoln, • Assesses your retail potential • Rates sites for retail and shopping center development • Identifies retailers by name that will find your community attractive and customers that will find the retailers attractive • Provides decision- makers' names, documentation and an informative presentation package to market your community OLD NAVt° lll'�d rwr'Il{; s -. 7ajal�t "P l� I y r i )c\F We are a team organized specifically to meet the needs of communities seeking retail development Staff represents over 200 years of retail and marketing management experience Decades of economic development experience both in practice and consulting B company THE ORNIRSTONE GROUP Best Economic Development•Practices •••••••••••••• By Rill R. Seim, e.Ha, tedBob Bobs I�il�it?a�rf�ril`lllrrII About Us C 1[ l�l r A �.1 fi (` r , 1 Gip j j tr r tY �� kr]� Ali i� Fi• �i ll� � i�f 1 l s ri i�it, (Ji .. <1'l icti/ l�il� • itr. -J e f• f• — M — — — — — I — — f• — — = I NM = NM = • — — — — — — — — — ME M INIM • Over 400 clients including retailers, developers and communities • Conducted Economic Development training programs for over 200 community leaders • Assessed, planned and implemented marketing programs for communities of all sizes • Data on over 111 million house- holds with details up to six individuals per household �W1u�at-WiTf3lrAf( li! -Ti About Us 10 gJ Viyfeir «r Ti?i Rv�uln� G I it') l i p, vial 46317 air k {+'7 (eA =11 L ilii 4114 ! lj y.,. if ` i h1'n lymi` 41,4 Y-1 l it l tyAT x'91' .os J. 1�; .r.. .._ :> �,i: ;y ".w, T�:�.f 'T — �i...:1 u. i'J .i.. J.''. fJ'1. P. L�:k 1= 1=11=1 OM INEMIIII IINNEM ME M•1• MIIMMI fi 1 Experience bringing retailers and developers together • Bass Pro Shops in Grapevine ➢ Hilldale Mall in Madison, WI • Centre at Preston Ridge in Frisco • Miracle Center in Coral Gables, FL Analyzed every type of retail concept including free- standing, strip and enclosed mall shopping center. >. Over one billion square feet of analysis (2001) n i A FOOTA* 1,1 r ill a- ia n. 44 ,£ y , 11r« I �r i ..n.t' 1mii. i`r( m d i 1 li t L .cs,,:,l . rt 4-w-41, i i1�11 ? a 1 I 111 Ito , (c+ .1 .1 . J 1•I I "I :n m E$'r4 ;' f rniIrrslrkr +wrnirail �� Economic Development 2,1, • The Old Economic Development Concept: Companies that export goods and services . generate new jobs and money into the city which in turn create demand for retailers You only need to recruit companies that export goods and services ',et A ci iI �.: 1 1 l iTA C/t, tyy I (; , Rib :of dr. I fT I J C; j ; ;1. . 9 y r'.l 3r. 1; ,fsatr.A, a IM NM M EM — — — — — — — = O M M IMO MO — I= ME ME N NM I= MO O EM . (Alb ��i6rr lrTr r�lGui T.i.Fa 1.4:if:�� i11 7 1 ii :: I .1 Based on that concept, Economic Development programs targeted: • Manufacturing • Distribution /Warehousing • Office /Headquarters • CaII Centers • • Tourism �. sac - -� � Y r-, ,. s•.e � _. v � - � - • -� J �. � ,.l 'fci.1 i i .:' E:,J .1 k. `y y 4i n1�9 .sLP NM M — — — — MN I= MI M — — — — — — M EN EM ig t' iiiarrnmi,nin'rscsfr:7 r la':g Economic Development < 'j J m ? `rtr.i .. "] r.J',-:r. i " ilyrth W ir '‘T\ Tthj t:rrr i(7fl f J (Ifni rr r.. frE 1' : r _1 feL, Vii. �,_ :T J': T : Vi Based on that concept, the rule was: —41W 6 , . �� r �� e r a , � a f i 11 0 You don't recruit retail — They will find you if you have rooftops re- .� s -6 rf TIM i) .11 ID r i i n i JQ ii IIIMMIBM NM MN NM MN =I I= — =11 — — — MI The New Economic Development Concept: Retail Development can: > Help broaden and diversify tax revenues > Attract trade that is shopping elsewhere > Satisfy citizen's desires to shop at home > Improve the community's ability to attract and keep business ANIELa - • lik ri„ .„ . 3 . , - 1 Economic Development 9 ek liti,m4461410411 - 1 54 J11 TPJ 71 bieloAr IffifiJ al (1, J 'Ifni A rifIt .r., rl I 1.n I 7 NM NM ME • MI ME MN - - - - - -- M IM MA i�i� ILii. — i! n I ilai. men .csi.Gi.Ysi nfir.;.AI 541. LYi i 6 i�Ye�'i( dh 3 fr 11G III (I1 �4 _ - _a 1.. -- �U 11�''AII IT ] ab Economic Development Based on the new concept: Today's Economic Development programs also . target commercial activities such as: I Restaurants Hotels /Motels I J "°M C S',ITA i x ��gr C ., ear 1 i < ii cri : ° ` ; 1 d al.=J C.i„...: a Xi] d .i,fA Gi.( l.L !Ike = MN - - - I• - - - - - - - - - NM M I= Based on the new concept, The New ,Economic Development Rule is: Retail can be successfully recruited But it takes different tools and techniques The best incentive a community can provide a retailer is customers - But you have to know who are the retailer's customers .tip 8 and who are your households Economic Development � lYfrifA rIrtrLL L f. « . j L /447 , 05 trafic 11Nrc MN IMO MN M MIIIM M IMIM ICJ ri ' J iliARM Recruiting Retail I C'.II �I �� t'1 J 'l P�II II, tJJ i.m l - ■ li i 91{ Just as economic development thinking has changed, new technologies have emerged for retail site selection The Buxton Company and The Cornerstone Group have developed these new technologies for retail site selection and ---- incorporated these in the CommunitylD retail recruiting system et (1 " �� r 1 Jr S U" Q3Ti_ik, ififf rc c>ti li 0.1 .. ^eJ J 1.112, r : ,�_,l? =I MN MIN MMINIMIN Traditional trade area determination uses Concentric Rings ED la atf tr Via diaragaillir Traditional Trade Area ien■A rffi , • MI • — — — — — I NM I MN MN M — — — — — = Ar Community /D' "Drive -Time CommunitylDs " Drive -Time r r, ,.,ail 0,0i Accurately determines the amount of time a customer would spend to drive from home to the retail center Drive -time technology Incorporates speed limits, stop signs and signal lights, road classifications, time of day, as well as other factors 1 Min 2 Min — i] Shortest route, _ -_ is calculated A in minutes for ' M 1 V each customer * 1 - 1 ' ' ` ' I rt r If� .r ' L_Guift T 1 < 1.1gt I.Irf'° � i tr al!' . .� tj j i � 9if tog tail1� cnt $- iiff` iej I 1 y � ' 111 r � Lea-,,,4,,,y � If , r, �i,- r -i - l !1' 1 - � �. /l r - . -I FS JG. : <.o i I :! r 1. 1 '.i.AP iii. a., Y a'al:C. _if, �.� i �:� �i. . J" VII . m L ,a x. n. in r'- I I i e i it it i - i!'4`iY17=1 i n1�£ t' r!' iili�� %f +PGt.4L111i6A'ufl�iifin�i� v r'� ° jYilili�:lA. II ~.. Traditional vs. CommunityIDsM Drive -Time Household Count 8-min drive -time 4 -mile ring 53,890 39,225 Households with income 50K+ 8-min drive -time 4-mile ring 21,729 16,667 Total Retail Potential 4-mile ring $1.5 billion 8 -min drive -time $2.1 billion Restaurant Sales 8-min drive -time 4-mile ring $233 million $169 million General Merchandise Sales 8-min drive -time 4 -mile ring $274 million $198 million rl I! ft Lr l.l. .r 1.111i7t .e_. all. 4 �,c NM NM MN MN MN M- --- - -- MN I M IM E MI 1 .1 J 1.. 10 li f Reilly 's Law of Retail Gravitation (1931) Measured: Population (P) Distance in miles 15 miles Up to this point, customers will Population = 4,000 drive to the larger retail center ►` ' Population = 16,000 1? Ili 114 :\h; C�i ∎' :+. it ? Traditional Retail Mode n I arAt ai tistier ''. Id ai irg" f" 2J6(1 i Vjrr:l.Ci.,., It is rn i .r lifri_J`1i a _ I.LT,L oik er _. j Fic M — — — — — — — — — MN I — M EM MI II r IM ,1 1 • ?I f: i)J 7 1 -� ,464k It��i �: n P li i IQ � : i tGi /� u lta 1113 !a +le i l �'i'/ 7' tl ° 11 n Ifii irsv �1'ITI 1 7 1ii3 U JC 1 illl Community /Ds "' Drive -Time Gravity Today, we measure retail gravitation by: • Drive times, not miles > Customer buying habits, not population By using: • Extensive data bases ➢: Computer technology • Geographic Information Systems (GIS) 7 -f d` 1 9 1 gpim. j O nW n Y r War] d r ,J T r ; f i._J C%_ 1.11. 11.'1.3 4t .J_ 31.1. .0 =a .L Jive • I M - - -- I ME M IM I - -- MI I NM = ruat(' h lr (nirt. �. rr r .artikart f d: w f Titosrrr�?riazi fi( i ilk .. � a Gravity determines how valuable households are based on their drive in minutes from the retail center. - As drive -time increases, spending decreases MI O M M OM MO NM OM W M M M M Cannibalization 11' !1 vur rds iii el- ri±iS i.'9 n:'rR.i�J.l li31 r`t 5ilt'aei�i�P�i� n �'jf' Cannibalization assessment ensures recommended retailers do not currently exist in the surrounding area (varies by retailer) MN EN OM U — — ME — — — — — — — M rrsl .iru iitri G�In Gi.s� Ii.i:aillllfl est.t i crtr..ctt -r .w 1 Traditional Profiling lb r. ,1T11I 14 m Oi Traditional Profiling relies on Demographics Sex Race Population e}PI x �':,ii f I d F , a �� .la (7 0, U�1 an r tErn � .L r. ,' 1�f J"'� C�,3'Ii lYit(1 r 1' ��'JC}F.r J ai/ ri 1 NM N - - -- MN NM — M I NM M I New technology profiling uses 50 unique psychographic segments based on over 2,500 different lifestyle & purchasing characteristics, as well as demographics 10- 9- 8- 7- 6- 5- 4- 3- 2- 1- 0 r 1 1 1 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42 44 46 48 50 , ifriic CIF 'W'Wrrrri d � -- ��1�1�7yv :.�,�:r� =in ei.rli�P��I�Yliifl'a9rfi'i. Tim �` Tloi: �fi'. 3�ki�r. i% 3. �iA:EivstG�iC�L�Ir!sS�l"iG.�_� 1 n µ(11v, a . '�rlti ME OM M — — — — f• — — — — — — — ME M M M n '. ?3i, \ JII We know who your consumers are by product category We know where your consumers live by product category We know this man is an outdoor enthusiast: He hikes, mountain bikes and is a vegetarian. This consumer is not willing to drive to your retail center This household is remodeling and buys home furnishings This woman is a home decorator: She sews, does flower arrangements, and reads Martha Stewart "Living" kr•; 4101„ ; <tff .r etekA al' t b", Uffllo y, h- i r n: WA- yr+ -f irj J 4 - r k ni :�__.: 7,L:Lrsc �`_.rii! TC Z1ta �1:'.,iii MI NM NM MOM M M -- MN MI MI NM I I IMMIMMI - afro / - Community /Ds"` �r. If= r 1 71 ri ,r- , Phase 1 : Assessment Provides you with answers to these questions: 1. What is your retail trade area based on drive time? What are the lifestyles and buying habits of the consumers in your trade area? Which areas in your community are the best locations for retail? r r'L_ ( 1, 1 . 1 ^ 'i ;r;II II ri ' 1 °VVfii(L cJ' '1t Lr' '. J AfA� ��1 1 1 to 1 ''ail! 1AC'" lfl y -'; r:W Mir . A 411; a U 4 11IJp tit e °. III l -ilA) =MI= OM E I I M IM MEMIM id era 1 , �� _ °mss' i �� G�7�lYillr�f�id�T.f.%Gt�i rGR.R. i Phase II : Execution Provides you with a nswers to these questions: 1. Who do you sell to? 2. What do you sell ?, 3. How do you sell? 4. What is your potential for attracting retail center developers? Min% 1110144 k itAWAtartl I I O— M M W I NM M IM M ME11111 j ' "c li - Ilr�` a — .0 ciLri r +TflJ r iOrutAZ il'r Tenant Analysis I 1' r: r oll [�,,, 1 ill ..1 KOHL'S LamuESNOa OSHM4 I S 'LOWE'S' Home Improvement Warehouse Q S11 KOS B'G0SHW THE GENUINE ARTICLE ,C.� ., JS � J' eirrro Tn 1f an i \' riri . riff( t I ;. 1 T7t■ : RACK ROOM SHOES The Big The Big Savbsgsl MAGAZINES ,� vv ✓ w� . 1% MERCHANDISE I• - - -- ME NM i MN E E M -- NM = Le a-T - if%t.T.4 LI111 E A Drive Time Trade Area is determined for the community Households within the trade area are segmented to create a profile of the community GS"3P >,J�. rc. fi,Cftf Jrrm t:fittI i IJ17; Jli.cil;likr._Jki 1. %� t a:1AL S — — — M — — — — — — MI M I= I — ME MO MI ❑ USA • Trade Area Households Percentages 20 18 16 14 12 10 8 6 1 al ' 0 I 2 3 4 5 6 7 8 9 IO 11 12 13 14 14 18 17 18 19 20 21 22' 23 24 24 26 27 28 29 30 31 32 33 34 34 36. 37 36 39 40 41 42 43 44 45 46 47 46 49 SD Customer Segments 1 ID 0 Community Profile vs. U.S. a1 . 1 (z. (i'eT. Cif"f1 a' �111 L 11 1, 1 1 . ithy ill 1 i _ l ir.„ 1 . 4 1 k w • lbw k_ S — — — M — — — — — — MI M I= I — ME MO MI ❑ USA • Trade Area Households Percentages 20 18 16 14 12 10 8 6 1 al ' 0 I 2 3 4 5 6 7 8 9 IO 11 12 13 14 14 18 17 18 19 20 21 22' 23 24 24 26 27 28 29 30 31 32 33 34 34 36. 37 36 39 40 41 42 43 44 45 46 47 46 49 SD Customer Segments 1 ID 0 Community Profile vs. U.S. a1 . 1 (z. (i'eT. Cif"f1 a' �111 L • NM MEM MN — — — I= I= — _ , _ • - 77- kArchat - 492 , sr 074.1 Location Recommended Location Not Recommended 0 Customer Households ri Location Assessment - , iCj .„ J Frn 2Ifetri Tirftri6 T Vnria", 1 'a 1 r.1 1 , 1 ITG tTir .- 31.11 ;311111 " Ilili ifi iii'Yiitdd''�15 - e7� I1f�1� Ii11TiiPYE4i�P7zTYn . i� is�dTinli; T.l f' IiBfsY $iti'(!��"/��if}ln'ff111�1 irit'i11Y�1�'��,i ' Percentage • Trade Area Households ❑ ABC Retailer 18 16 14 _ 12 10 8 r c ■ 4 _ .� Q c ac c cl; � . r - �rN. @c@ rc��%rcgr� - c��r�cr�0��l� .,c�c,A '��@�@rwc14��,�:�:� Customer Segments Sri r V\ din Ir� 1f] ouseholds and ABC Retailer Profiles MOILER vaitiwirigat � i :414 � an — — — — — — — — — 1 I 'ii9rh1 `n^ i t-:rc itiaitr"r'n fiii1Y. tai' ra Airi,ta iu 'rr r�l ifl�idc0: smL r t l lY r ' ll f Y4 raj (J� Households and XYZ Retailer Profiles 1r 19 1 irifirf-rlAil7rT(J`I " � (iI (I.c 1 i?i7.f1I 0 tF al`l 1 x,11 1. 11 . Ir ,Lac 3Z1 Percentage • Trade Area Households ❑ XYZ Retailer 18 16 14 12 10 6 4 2 _ — �! I ■' I - , - . !I . [(..§a, -@ @ B @ G @ @ @ Q. f* L U!i (f IB I I, C Czl z@ z a I§ IN @ C IJe I?a ig @ IT; it I fas list Iw 3 C 41 A, 4s IR E f!e Customer Segments — — — — — — — — — 1 I 'ii9rh1 `n^ i t-:rc itiaitr"r'n fiii1Y. tai' ra Airi,ta iu 'rr r�l ifl�idc0: smL r t l lY r ' ll f Y4 raj (J� Households and XYZ Retailer Profiles 1r 19 1 irifirf-rlAil7rT(J`I " � (iI (I.c 1 i?i7.f1I 0 tF al`l 1 x,11 1. 11 . Ir ,Lac 3Z1 M=MEN • NM MN W— M MN MO MN IN ME — i Identify existing retail centers similar to your community's potential ,41 j a aT 'u' eu..Y b i�u'i .11.- 1 r I T(Afl ld:��ri 6,�. i.i:ry ilfit. ii.fr jiOi E/:Li �1a•77IIl. hisffi (Ai i s - ; 1(i7'G1 - iTr (in (1.1 LE nor - ' \\ ar Similar Retail Centers i'M 14'eat . r. l'r�GL1.1 if I J111( LL . Percentage • Community Households ❑ Similar Retail Center 18 18 14 12 10 8 8 @ � Q, � C R it it Cm C r r +Q L CCm Q 0 A , 13 � ©i�`. CC�L��I?e�I� C�'t � �f?n�ae...aslia� r l��!eCi*�i�r,i.e�r !? '' '? s Customer Segments Ts i I 1 b j • al (11. - �YJ Jl 1.111(1 0.e.kfn� faiiki iGi. . tr. nnv. mi _ Fi.dir JI Ll i Community/Ds"' 01 41 1 I r 1CJ�7lrCT Js- .��iT�.'� Pi Gt11 J IF • CommunitylD is a total marketing system that goes beyond research and consultation • We provide an execution plan which: • Describes exactly who lives in the communi based on lifestyle, purchase behavior and media habits • Determines retailer drive -time trade areas • Selects retailers that will be attracted to and can succeed in the community Iry LII rr �r nr fir • =• MO I WI NM M ME MN I MI MI — OM I MI OM MI MI NM • M I - - - -- ME M— MN MI I MN P )'( Your Custom Recruiting Package Integrates all aspects of the CommunitylD analysis to create a complete tool fo attracting retail. .1 dci' fir 1 f 1:71,1�i.aE oil arthe 1f1iP? (iinlcr:,:'&`l'ii avariIbir orr 3it w - -O ` I MN NM EN NM M M — — — — — — — M I — MN ,dial 1. llll ,Tj ..,� r�i /'il f (it7tidar. 0;7: SF�TTi a, ll- I1 Il t �Cr�a.. �. att =1' �.�, Tile r : ifiam 'Yrof A f- l) ci9 . ri 1 .Sti Community/Ds" Household Profiles • Individual location profile > Community segment descriptions Recruiting Package Demographic reports > Population ➢Households • Income • Education • Occupation MI MI NM RN — -- — M IM I NM MN - -- I M maid fair rr aimm. tfnalth bn 'R. i Y iiaddiA Potential Location Maps • Overview • Population Population Growth • Average Income • Property Value • Traffic Volume Retailer maps • Existing retailer locations to assess cannibalization • Customer dot density overlay Similar Retail Centers • Profile comparisons • Center location maps • Tenant lists 1 1 � � rs cf fIfJ1\7'!4 if a , ire _ 1 1t 1�1 a� r � JT6 � � f�'�_ i�G(I` 7 arTd. >: leetni_ r? ..i ,:71t7 ^i . f x 11 C I 'Iv In:1a'=.1 old 1 e.,G, : MN MN MIIM ME M 1M INN You will know the feasibility of retail revitalization of downtown or commercial corridors T :i_'lr�fil • r� "(4111,.., IID)1mFa 3 You will learn what locations in your community have the best retail potential �-y�J :'�?,ir'filiuuY'h7�i'� liili` i'` Ir9i ` II�'rrTi'';T.TitirT9ll��'R.n: lifli../'` liaii�f? You will know your retail potential from a retailer's perspective - by knowing the buying traits of your community CommunityIDs"' Benefits EVtird You will have a marketing system you can implement immediately 4 61 =U n : 1 ,, Jill \jrrlrl ) AIM ir. >.J r'nt J 'atzl-1 t, : Ili. JfT a:.r7: = a trademark of bi,;n I • ., i. 1: 1 �� ,.�5 :P�,rli9v'.t I .1 dh 1 11 1 Il ' ,ai J� 1 /!" 6 \ C ommunitylDsM The Retail Recruiting System et Ion 4grn : Ira, Some of our clients: d4WWR RONIIS.= I, City of DeSoto BANK OF TEXAS„ 'S SOUNDWORKS FurNw,e 8"liorte T tyir CARPET CAR-TOYS A better way to go. Car WashHH the xto Bun I c o m p any The Container Store BRUEGGERS BAGELS' `z cingwu'Iarl S MEp1A�PLAY trees [m.rlelvmeee n - 1 CORRIGAN CO PROPERTIES, INC. HILLWOOD DEVELOPMENT CORPORATION T mrmuellCluuComlum kstfor feet DAVE&BuSIES DIREC Garden Ridge FDOTACTION* ammf Microsoft' S TAGE STO ® . C R E A T I V E ALL I A N C E. Hancock . = Fabrics web• -� s � Heaig- Meyers W LL.L_S FARGO DAD GREE1131011113 ©121P7 ®= PICI'l imparts' veriZon Reviwoe F ,.v 13AUea,es CashAmerIa IadePein� Magnolias a.i //YIII111I CREME DE LA CREME SUICANCE© 1_� Some of our Clients: • City of Allen • Allen Economic Development Corp. • American Electric Power Company of • Indiana (Fort Wayne, IN) • City of Archer City • Azle Chamber of Commerce • City of Benbrook • Borger Economic Development Corp. • Brazosport Economic Development Corp. • Bryan - College Station Economic Dev. Corp. • City of Burkburnett • Cabarrus Economic Development (NC) • Cameron Industrial Development Corp. • Copperas Cove Economic Dev. Corp. • Denison Area Chamber of Commerce • Denison Industrial Foundation • Business and Industrial Corp. of Denison • Denton Chamber of Commerce • Denton Econ. Dev. Transition Committee • Denton Economic Development Corp. • City of DeSoto • DeSoto Economic Development Corp. • City of Duncanville • Community and Economic Development Corp. of Duncanville • City of Euless • City of Flower Mound • Greater Fort Bend Economic Dev. Council • Georgetown Industrial Foundation • Graham Industrial Association • Intel • Keene Economic Development Corp. • Kentex Sales, Inc. • City of Lancaster • Lancaster Economic Development Corp. • City of Longview • Longview Economic Development Corp. • Market Lubbock, Inc. • McKinney Economic Development Corp. TIIIIE Co14NusToNlE GROUP • Midlothian Economic and Community • Development Commission • The Corp. for the Economic Dev. of the City of Midlothian, Texas • North Harris Montgomery Community • College District/ Center for Business and Economic Development • Odessa Chamber of Commerce (Odessa Partnership for Econ. Development) • Odessa Development Corp. • Paris Economic Dev. Corp. (Lamar County Chamber of Commerce) • Port Arthur Chamber of Commerce • Port Arthur Econ. Development Corp. • Public Strategies, Inc. • Greater Rockwall Chamber of Commerce • City of Rockwall (Rockwall Economic Development Planning Commission) • Rockwall Economic Development Corp. • Round Rock Chamber of Commerce • San Angelo Chamber of Commerce • City of Sherman • Sherman Economic Development Corp. • Somervell County • Somervell County Development Comm. • City of Sugar Land • Sulphur Springs - Hopkins County Economic Development Corp. • Temple Chamber of Commerce • Temple Economic Development Corp. • Texas Christian University • Tomball Industrial Development Corp. • GO Topeka! (KS) • Victoria Economic Development Corp. • West Feliciana (LA) Community Development Foundation • City of White Settlement • Wood County Industrial Comm. • Economic Development Corp. of Wylie C ommun i ty lDM The Retail Recruiting System Community/R" The Retail Recruiting System 401 Fort Worth pub Bulldog 306 West 701 Street Fort Worth, Texas 76102 Bill R. Shelton, CED Tel: 617-322-6806 Fax: 817 - 332 -5044 Ema0: brshelfon @aoLcom Webstte: eommunttyld.er CommunitylD - Overview Designed specifically for use in community economic development programs, CommunitylD is a total marketing system that provides clear, precise and meaningful direction for the attraction of retailers, restaurants and shopping centers. A Marketing System that Goes Beyond a Plan CommunitylD goes beyond planning by providing the tools and techniques to effectively market your community to the retail sector. It is a total marketing system you can implement immediately. Benefits • Your retail potential is assessed to determine the buying characteristics of the consumers in your trade area. • The buying characteristics of these consumers are matched with the requirements of thousands of retailers to identify specific retailers that have an opportunity to operate successfully in your community. • Prospective and existing retail center sites in your community are rated for their potential for success. • You will be provided with a marketing package which has the names of individuals in the companies who make location decisions, as well as the documentation and presentation materials to effectively sell your community to them. Ahead of the Curve Traditional economic development marketing techniques are not effective for recruiting retail. During the last decade, new technologies using extensive databases, geographic information systems and computers have revolutionized retail location decisions. CommunitylD puts these new technologies to work in your economic development program. -1- CommunitylD - Overview A Total Marketing System "A total marketing system" is not just a cliche — CommunitylD is an integrated system that allows you to effectively and aggressively sell your community to retailers. One of the most important components of marketing is identifying target companies. Our retail recruitment system not only pinpoints high- growth companies, we include the names of actual decision makers in the company. Company- Specific Reports Selling and communicating is more effective — and easier — when you have the right message to match your assets with the retailer's needs. CommunitylD provides you with details about the buying characteristics of the consumers in your trade area and how they match the retailer's preferred core customers. You have the persuasive materials necessary to close the sale. -2- CommunitylD - Overview A Tailored Program CommunitylD is a two- phased program customized to your needs. It is a step -by- step system that leverages your strengths rather than focusing on deficiencies and problems. The phases are: . Phase One: Assessment of Your Retail Potential • Phase Two: Action Marketing System Restaurants Too In addition to the retail recruitment system, CommunitylD has a restaurant recruitment package option. -3- CommunitylD - Phase One: Assessment of Your Retail Potential Phase One Answers These Questions: • What is your retail trade area based on drive time? • What are the lifestyles and buying habits of the consumers in your trade area? • Which areas in your community are the best locations for retail? Your Community Drive Time Trade Area people today shop by convenience, and measure distance in time, not miles. Therefore, CommunitylD utilizes a comprehensive database that can determine the time it takes to travel between any two points anywhere in the U.S. A custom drive time trade area is determined for your community based on how far customers are willing to travel to shop various products and services. Rings are not the same as Drive Times 4-Mile Ring 8 -Min. Drive Time Household Count 39,225 53,890 Merchandise Sales $198 Million $274 Million Restaurant Sales $169 Million $233 Million Total Retail Potential $1.5 Billion $2.1 Billion -4- CommunitylD - Phase One: Assessment of Your Retail Potential Lifestyles and Buying Habits of Consumers in Your Trade Area The CommunitylD process identifies and analyzes all the households in the community drive time trade area. Based on over 2,500 categories of lifestyle, purchase behavior and media reading and viewing habits, the households in your community are profiled to gain an understanding of the types of retailers that would be attracted to your community. Our in -house databases include traditional demographic data as well as the most current psychographic lifestyle information for over 112 million households and up to six individuals living in each of these households. Potential Retail Zones .USA oc mm=g7mbpaa LWwrw BgmvY "vv>•v - 5 - 3940411,124 1.50,17414060 The orange bars Indicate the profile of the consumer households In a community. The Ilne graph with the solid green fill represents the profile of all U.S. households. Atter determmmg the dnve time trade area and analyzing the household profiles within your community, CommunitylD identifies specific zones which offer the best opportunity for establishing a successful retail center. As part of this analysis, specific retailers are identified. Benefits to You • You will understand your retail potential from a retailer's perspective. • You will learn what locations in your community have the best retail potential. • You will have information to determine the feasibility of retail for the revitalization of downtown or commercial corridors. CommunitylD - Phase Two: Action Marketing System Phase Two Answers These Questions: • Who do you sell to? • What do you sell? • How do you sell? • What is our potential for attracting retail center developers? Retailers That Match Your Trade Area Consumers Once the trade area profile is determined, the CustomerlD process compares these profiles to the preferred customer profiles of thousands of retailers. With this analysis, we can identify which retailers will find your community another opportunity to establish a successful store or restaurant. The co mmunity trade area households are compared to retailer profiles. If the profiles do not match, like the one above, don't waste time trying to recruit the retailer - they won't be able to succeed at that location. Similarities between the two profiles like the one below means this site Is an opportunity for the retater to open a successful store. -6- CommunitylD - Phase Two: Action Marketing System Retailer Specific Marketing Package These packages will be used to market the community to the prospective retail tenant. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this location based on their site selection requirements. - 7 - Benefits to You • You have a marketing system that can be implemented immediately. • You have the specific targeted retailers that can be successful in your community. • You have a marketing package specifically produced for each target retailer. • You have the names of the individuals at the target retailers that make the site selection decisions. CommunitylD - The Team Behind the System CommunitylD was developed by the Buxton company and the Cornerstone Group. The process assesses the retail trade potential of any community and profiles its households based on lifestyle and purchase behavior. These profiles are used to determine which retailers, restauranteurs and other commercial enterprises would find success in these communities. The Buxton company is a leading market research company specializing in site selection for major retailers. This is accomplished by combining the most advanced technologies available in the field of market research with an extensive wealth of consumer data, including consumer lifestyle, purchase behavior and media preferences in addition to basic demographic data. Household data is merged with retail data to develop an accurate retail assessment for any type of retailer, anywhere in America. The Cornerstone Group is an economic development organization that assists civic leaders to improve economic development practices, to identify, mobilize and capture economic opportunities and to develop innovative solutions to tough economic problems. Tom J. Buxton, Chief Executive Officer and President, the Buxton company. Mr. Buxton founded the business after a career that spanned over two decades with the consumer electronics giant, Tandy Corporation. He rose through the Radio Shack retail organization and was Divisional Vice President responsible for the sales and operations of over 1,500 Radio Shack stores. Later, as Vice President of Real Estate, Design and Construction, he managed that aspect of the operations for all of Tandy's retail concepts which included over 6,000 stores. Bill R. Shelton, Principal, the Comerstone Group. Mr. Shelton served with the Fort Worth Chamber of Commerce for over 20 years, the last sixteen as its president. He is a Certified Economic Developer and has served as president of the American Economic Development Council and the Texas Economic Development Council. In addition to his activities with the Cornerstone Group, Bill serves as the Dean of the Economic Development Course at Texas A &M University. Bob Bolen, Principal, the Cornerstone Group. Mr. Bolen served as Mayor of Fort Worth for nine years during a period of rapid expansion for the city. He has held the office of the president of both the Texas Municipal League and the National League of Cities. In addition to his many civic contributions, as owner of Hallmark stores in North Texas, he was named Retailer of the Year. Buxton company (O®NE GROUP www.buxtonco.com www.thecornerstonegp.com -8- ommunity1D - Suurminal_r The Retail Recruitment System CommunitylD is a total, user - friendly retail recruiting system designed for community economic development programs. 11 enables local governments, economic development organizations and chambers of commerce to improve their economy. It is a system that can be mastered and managed in most cases using current personnel and resources. In Short CommunitylD provides a unique step -by -step guide for recruiting retail. Everything a community needs to facilitate marketing is contained in the system. • Focuses on implementation and execution for results. • Provides direction for marketing efforts so you do not have to reinvent the wheel. • Serves as a dynamic addition that complements and enhances your current economic development program. • Lets you access the latest and best retail recruiting tools and techniques. The Next Step: Four Easy Ways to Take It • Go to our Web Site at www.communityid.com for additional details . Call us at 817- 332 -8906 • E -mail us at communitvid(a huxtonco.com_ . Fax us at 817- 332 -5044 -9- The Retail FRecrult Sys fe tm 651 So th olaris Drive. Foxt ; orth 'F , 76 . 137 - 447' Tel 817- 332`8906 fay., 817-132-5644 ebsite: wwwcomrni nityid com mail: conunui ityicl @boxtonco.co n CommunityID" T h e R e t a i l Recruiting System July 11, 2002 Joe Vining Director City of Round Rock 101 East Settlers Blvd. Suite 200 Round Rock, TX 78664 Dear Joe: Re•ards, J II- ph Fackel A ount Executive 2651 South Polaris Drive . "', X • 137-4 9 Tel: 817- 332 -8906 Fax: 817-332-5044 nitvi %.com C ! JUL 1 6 2002 CITY OF ROUND ROCK PLANNING D EPAR /WE - Enclosed is the Community /D drive time trade area comparisons of Cabela's and the City of Round Rock. Drive Time Trade Area — Cabela's offers product categories that have different customer drawing potential, so a 30- minute drive time trade area was used because this will provide Cabela's with a good representation of the type of consumers that are prospective customers for them. Profile Graph — We analyzed the households in the 30 minute drive time area around the City of Round Rock and placed all households into one of 50 segments based on lifestyle, purchase behavior as well as demographics. We then analyzed the households in the 30 minute trade areas around the eight existing Cabela's locations and found that the Round Rock trade area shares many of the same profile characteristics as Cabela's existing locations. While the City of Round Rock falls short in some of Cabela's target segments, it makes up for these in segments 1, 3, 8 and 12 which are households with higher income levels. In addition, the demographic information for Round Rock's trade area which projects significant population growth, high median household income and high per capita retail spending make it an attractive destination for retail expansion. If you have any questions regarding this data, please feel free to contact us. 10 u 5 d Trade Area Comparison 30- Minute Drive Time Trade Area Community /D The Retail Recruiting System 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Segment Round Rock - City Centroid +All Cabela's Store Locations Ocmograph ics Analysis Geography: All Cabela's Store Locations DEMOGRAPHIC DETAIL, Page I POPULATION 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 -1990 HOUSEHOLDS 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 - 1990 2001 EST. POPULATION BY SEX MALE FEMALE 30 60 120 2,587.880 7,120,631 21,596,866 2,525,987 6,916,616 21,048,946 2,340,218 6,305,588 19,364,268 2,238,680 6,096,682 18,961,763 4.54% 3.43% 2.12% 1,007,337 2,703,019 8,258,563 979,025 2,612,813 8,002,409 893,896 2,346,862 7,226,070 812,335 2,146,316 6,683,256 10.04% 9.34% 8.12% 2001 POPULATION BY RACE & ORIGIN 2,525,987 6,916,616 21,048,946 WHITE 82.01% 85.11% 85.90% BLACK 12.60% 10.15% 9.65% ASIAN & PACIFIC ISLANDER 2.32% 1.99% 2.08% OTHER RACES 3.07% 2.74% 2.38% SPANISH ORIGIN 4.91% 4.27% 3.35% 2001 HISPANIC RACE BASE 123,922 295,282 704,875 WHITE 52.22% 53.43% 54.02% BLACK 2.01% 1.92% 2.24% ASIAN 0.25% 0.26% 0.31% OTHER 45.52% 44.39% 43.43% 1990 HISPANIC POPULATION BY TYPE NOT OF HISPANIC ORIGIN 97.18% 97.50% 98.06% MEXICAN 2.13% 1.83% 1.37% PUERTO RICAN 0.11% 0.18% 0.14% CUBAN 0.07% 0.06% 0.04% OTHER HISPANIC 0.50% 0.44% 0.39% 48.52% 48.87% 48.79% 51.48% 51.13% 51.21% 7/10/2002 , 204)2. the It noun "cm vain. ti. Nunn. 1 C 1 -888228 - 98/0. All 16eh. Retell ed. Cnminun ils // Demog,rapb ics Analysis Geography: All Cabela's Store Locations DEMOGRAPHIC DETAIL, Page 2 2001 EST. HOUSEHOLDS BY INCOME $150,000 OR MORE $100,000 TO $149,999 $ 75,000 TO $ 99,999 $ 50,000 TO $ 74,999 $ 35,000 TO $ 49,999 $ 25,000 TO $ 34,999 $ 15,000 TO $ 24,999 $5,000 TO $15,000 UNDER $5,000 1990 POPULATION BY HOUSEHOLD TYPE FAMILY HOUSEHOLDS NON FAMILY HOUSEHOLDS GROUP QUARTERS 1990 HOUSEHOLDS BY TYPE SINGLE MALE SINGLE FEMALE MARRIED COUPLE OTHER FAMILY -MALE HEAD OTHER FAMILY - FEMALE HEAD NON FAMILY -MALE HEAD NON FAMILY - FEMALE HEAD HHOLDS BY AGE BY POVERTY STATUS ABOVE POVERTY UNDER AGE 65 ABOVE POVERTY AGE 65 + BELOW POVERTY UNDER AGE 65 BELOW POVERTY AGE 65 + 30 60 120 Minutes 979,025 2,612,813 8,002,409 5.56% 5.11% 5.01% 8.58% 9.00% 8.35% 12.12% 12.54% 11.99% 21.35% 21.48% 21.15% 16.28% 15.85% 16.02% 11.91% 11.55% 11.81% 11.59% 11.54% 12.20% 9.61% 9.87% 10.44% 3.01% 3.06% 3.03% 2001 EST. AVERAGE HH INCOME $63,011 $62,100 $61,110 2001 EST. MEDIAN HH INCOME $47,789 $48,239 $46,723 2001 EST. INCOME PER CAPITA $24,637 $23,710 $23,516 81.80% 83.63% 83.50% 15.39% 13.64% 13.78% 2.81% 2.73% 2.72% MARITAL STATUS PERSONS 15+ SINGLE MALE 14.67% 14.46% 14.45% SINGLE FEMALE 12.89% 12.20% 12.30% MARRIED 54.29% 55.78% 55.98% PREVIOUSLY MARRIED MALE 5.71% 5.59% 5A2% PREVIOUSLY MARRIED FEMALE 12.44% 11.97% 11.86% 10.75% 10.11% 9.92% 15.61% 14.56% 14.78% 53.67% 56.18% 56.46% 2.95% 3.07% 3.00% 11.14% 10.98% 10.65% 3.46% 3.08% 3.10% 2.42% 2.02% 2.08% 894,801 2,348,887 7,230,807 71.47% 70.55% 69.37% 17.48% 18,06% 18.89% 8.39% 8.59% 8.83% 2.65% 2.80% 2.91% 7/1(1/2092 211112, the ISn�lnn rnmpnrrl , 11. s1 in ill, 1 N. I- 888 - 220 - ')800.. \II Righh ncscn cd_ Commun /) DeTii rxph Analysis Geography: All Cahela's Store Locations DEMOGRAPHIC DET4 IL, Page 3 2001 EST. POPULATION BY AGE UNDER 5YEARS 5 TO 9 YEARS 10 TO 14 YEARS 15 TO 17 YEARS 18 TO 20 YEARS 21 TO 24 YEARS 25 TO 29 YEARS 30 TO 34 YEARS 35 TO 39 YEARS 40 TO 49 YEARS 50 TO 59 YEARS 60 TO 64 YEARS 65 TO 69 YEARS 70 TO 74 YEARS 75+ YEARS MEDIAN AGE POPULATION (25 +) BY EDUCATION LEVEL ELEMENTARY (0 -8) SOME HIGH SCHOOL (9 -11) HIGH SCHOOL GRAD. (12) SOME COLLEGE (13 -15) ASSOCIATES DEGREE BACHELORS DEGREE GRADUATE DEGREE POPULATION BY URBAN VS. RURAL URBAN RURAL 30 60 120 Minutes 2,525,987 6,916,616 21,048,946 7.03% 7.17% 7.04% 7.21% 7.36% 7.32% 7.17% 7.30% 7.34% 4.13% 4.24% 4.26% 4.59% 4.38% 4.36% 5.57% 5.41% 5.36% 6.55% 6.53% 6.44% 7.02% 6.93% 6.86% 7.61% 7.43% 723% 15.56% 15.53% 15.27% 11.45% 11.48% 11.57% 3.93% 4.00% 4.06% 3.31% 3.37% 3.45% 3.08% 3.09% 3.23% 5.80% 5.78% 6.21% 35.48 35.45 35.70 POPULATION ENROLLED IN SCHOOL 647,016 1,721,309 5,254,856 PUBLIC PRE- PRIMARY 4.42% 4.93% 5.03% PRIVATE PRE- PRIMARY 3.04% 2.62% 2.46% PUBLIC ELEM/HIGH 53.14% 57.23% 58.21% PRIVATE ELEM/HIGH 7.22% 6.62% 6.40% ENROLLED IN COLLEGE 32.18% 28.60% 27.89% 1,472,769 3,966,185 12,206,178 6.76% 7.72% 8.15% 12.04% 13.02% 12.85% 30.81% 32.96% 34,02% 20.90% 20.19% 19.33% 6.14% 6.65% 6.86% 15.03% 12.88% 12.42% 8.33% 6.58% 6.36% 84.86% 76.13% 70.28% 15.14% 23.86% 29.72% 7/111/21)02 2002. rho Buxom „n 1X I - 588 - 218 - 98nn, All Riell.s Commonil //) Demographics Analysis Geography: All Cabela's Store Locations DEMOGRAPHIC DETAIL, Page 4 POPULATION 16+ BY OCCUPATION EXECUTIVE AND MANAGERIAL PROFESSIONAL SPECIALTY TECHNICAL SUPPORT SALES ADMINISTRATIVE SUPPORT SERVICE: PRIVATE HOUSEHOLD SERVICE: PROTECTIVE SERVICE: OTHER FARMING FORESTRY & FISHING PRECISION PRODUCT. & CRAFT MACHINE OPERATOR TRANS. AND MATERIAL MOVING LABORERS 1990 OWNER OCCUPIED PROPERTY VALUES UNDER $25,000 825,000 TO $49,999 $50,000 TO $74,999 $75,000 TO $99,999 $100,000 TO $149,999 $150,000 TO $199,999 $200,000 TO $299,999 $300,000 TO $399,999 $400,000 TO $499,999 $500,000+ MEDIAN PROPERTY VALUE 30 60 120 1,152,611 3,009,948 9,214,823 12.26% 11.26% 11.05% 14.99% 13.67% 13.54% 3.90% 3.81% 3.65% 12.19% 11.55% 11.27% 17.35% 16.46% 15.89% 0.30% 0.29% 0.31% 1.48% 1.49% 1.35% 11.47% 11.83% 11.92% 1.87% 2.84% 3.57% 9.86% 11.16% 11.11% 6.70% 7.55% 8.35% 3.78% 4.09% 4.02% 3.82% 3.99% 3.97% FEMALES 16+ WITH CHILDREN 0 945,149 2,501,788 7,709,564 WORKING WITH CHILD < 6 5.31% 5.27% 5.11 NOT WORKING WITH CHILD < 6 0.45% 0.45% 0.46% NOT IN LABOR FORCE WITH CHILD < 6 2.91% 3.11% 2.99% WORKING WITH CHILD 6 -17 12.61% 12.79% 12.66% NOT WORKING WITH CHILD 6 -17 0.64% 0.68% 0.68% NOT IN LAB. FORCE WITH CHILD 6 -17 3.44% 3.84% 3.80% WORKING WITH CHILD 0 -5 & 6-18 4.03% 4.05% 4.05% NOT WORKING WITH CHILD 0-5 & 6 -18 0.29% 0.30% 0.31% NOT IN LAB. FORCE W /CHILD 0 -5 &6 -18 2.45% 2.72% 2.66% WORKING WITH NO CHILDREN 35.85% 33.66% 33.47% NOT WORKING WITH NO CHILDREN 1.79% 1.89% 1.90% NOT IN LAB. FORCE WITH NO CHILD. 30.23% 31.21% 31.91% 7.01% 9.19% 10.14% 23.96% 25.05% 25.78% 31.61% 29.05% 28.07% 18.29% 17.83% 17.94% 11.82% 12.21% 11.51% 4.07% 3.95% 3.66% 2.16% 2.01% 2.01% 0.60% 0.43% 0.49% 0.23% 0.14% 0.18% 0.25% 0.14% 0.21% $65,052 $63,559 $62,537 7/111/2002 ' 2002. the ¢u_slon ,uipmn .11. 11 urlh.'1 ] I- 66$ -22K -961.6, 611 Itt;3,1, Itt■ene0. COMM o111 l/) POPULATION. RACE, & AGE, Page 5 COMPARATIVE POPULATION GROWTH 0 30 - MINVrse •60- MIHUTEs ■ 120 - MINUTES 12% 10 B% 4% 2 % O•b I 1 2001 - 2006 lFgoU.1 1990 - 2001 1EST.l 1980 - 1990 ,CENSUS) 2001 POPULATION BY RACE 030- MINUTEs •60-■INVrEs • 1 20-MINUTES WHITE B ACH ASIAN/PA°. Is u. Omen HIsi... A 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2001 EST. POPULATION BY AGE I 030-MINuro •60- MINorEs • 1 20 - MINUTES 0 b P ry b m 0 4 ry 1 � w il w I El MI � II 1 1 1 111 NI 11111 NI . _ __ .a 'o a azo zl z. N o .. SOURCE 6. me. esaa zv�. 1000 GeNeue UPDATES Dcrioitrapines Analysis Geography: All Cabela's Store Locations 7/111/211112 2002. the Buxton • rrrrpnrlr, 11. \1 0,11, 1\ 1 - NON - 2O `18(6. 911 liiihl 14wrnttl C ominnnil\ 1/) Demographics Analysis Geography: All fahela's Stare !......!inns IIOCSEIIOLDS, 1L -RITIL ST.9TUS, & PROPERTY IALUES, Page 6 12O MINUTES 60-MINUrEs 3O 1990 HOUSEHOLDS BYTYPE 0% 10% 20% 30% 40% 50% 60% 70% •SINGLE MALE D SINGLE FEMALE ■ WPM,.D COUPLE In SINGLE PARENT FAMILY DNON-FAMIL 80% 90% 1 00% MARIA(. STATUS Vice 15+1 I 15INOLE MALE •SINGLE FEMALE •MARRIED •PREY MARRIED 30-MinuteS 60- Minutes (SOURCE: 1990 Census/ 120 - Minutes WINDER $50.000 •$)O.000 TO (00909 CSI 00.000 TO SI eecce ■$200.000 15.89% t 3.2 4% ' 2.71% 120-MirvurES 15.17 '2.90% 1990 OWNER-OCCUPIED PROPERTY VALUES 30.97% 34.24% - 48.89% 35,92% 49.90% 48.01% 711072002 2002. rlle Iluvlo ` rump /, n l'. I1 . s\ urth, I \ I- 888 -- ?SS- 9866,. Rights Rom et1. ( mil 111u11 it 1 I ) Iv'COAIF_ & OCCUPATION, Page 7 2001 ESTIMATED HOUSEHOLDS SY INCOME 0 30 - MINUTE$ •60-M,nuTes • 120- MINUTES 25% 20% I5% 10% Si 60.000 oR $ 79.000 TO $ $ 50,000 TO I $ 35.000 TO $ $ 2S.O.0070 $ $ I 5.000TO $ $ 5,000 TO $ usoes $ 5,000 MORE EI 49 999 09009 7,999 SOURCE: 1990 0018UD S UPDATED POPULATION 16+ BY OCCUPATION 030 - Misuses •60- 1Asu,es • 120- M!MUres 20% 15% IO% 5% - EXECUTIVE) MANAOERAN PROF. SPECIALTY TECHNICAL SUPPORT SALES Sons, SUPPORT POPULATION 16+ BY OCCUPATION - CONTINUED •30-Misuses •60- Minuses • 120- Mlnures 16% 14% 1 2% 10% S% 6% 4% 2% - 0% SERnce FARMING d FISHING P ECISIOM Pr000dessm MACHINE OPERATOR TRANS.. $ MO nw LABORERS Derno7raphic. Analysis Geography: All Cabela's Store Locations 7/10/2002 20112, rile Il Ion'ownpm! 111. 1A 1- 58$225_18era X11 Right. nr.crs mt. Commu sit∎ Dcnuhra ph ics Analysis Geography: All ('ahela's Store Locations EDI 'CA T/ON. Page 8 AssocIAres DEGREE Some CoLLeo HIOm SCHOOL GRAD Some HIOm SCHOOL ELEMENTAR 0% 5% PERCENTAGE OF ADULT POPULATION (25 +) BY EDUCATION LEVEL IO% D3O44!, es ■so- M66,ES • 120-M24 Es I5% 20% 25% 30% 35% 40% POPULATION ENROLLED IN SCHOOL 30- Minutes 647016 120 - Minutes 5254856 IN Collage Pmale Elem. or High • PUNIC Elem. or High •Private Pre-Primary •PUbIcPre-Primary 2% 5% g ze% 59 6% •3% ■5% 60- Minutes 1721309 7/10/20112 211112,1 /H !tux lain r01/1,11 ,ll. \ \ amh. 1 \ I- NS1- 22H- 9116(,, \ II Rights Bern d. ( nn1I111I11t■ I)cmourn ph ic8 Analysis Geography: Round Rock. TX DEMOGRAPHIC DETAIL, Page I POPULATION 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 -1990 HOUSEHOLDS 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 - 1990 2001 EST. POPULATION BY SEX MALE FEMALE 30 60 120 864,087 1,553,969 3,601,442 770,434 1,390,246 3,307,542 505,262 927,678 2,472,734 362,845 651,372 1,912,385 39.25% 42.42% 29.30% 368,341 632,484 1,415,486 324,090 559,191 1,284,790 203,268 358,838 926,267 138,182 239,465 682,509 47.10% 49.85% 35.72% 2001 POPULATION BY RACE & ORIGIN 770,434 1,390,246 3,307,542 WHITE 71.38% 73.26% 74.33% BLACK 9.55% 8.43% 10.14% ASIAN & PACIFIC ISLANDER 4.88% 3.78% 2.83% OTHER RACES 14.19% 14.53% 12.70% SPANISH ORIGIN 23.77% 24.68% 26.35% 2001 HISPANIC RACE BASE 183,132 343,096 871,456 WHITE 41.42% 42.44% 52.88% BLACK 1.09% 1.06% 1.17% ASIAN 0.26% 0.26% 0.30% OTHER 57.23% 56.24% 45.66% 1990 HISPANIC POPULATION BY TYPE NOT OF HISPANIC ORIGIN 82.19% 81.18% 79.09% MEXICAN 15.54% 16.56% 18.35% PUERTO RICAN 0.24% 0.30% 0.51% CUBAN 0.09% 0.08% 0.09% OTHER HISPANIC 1.94% 1.88% 1.96% 49.68% 49.69% 49.43% 50.32% 50.31% 50.57% 7/10/2002 2002.,1,e u,IN ,n , ,WI/ . 11. vvoru,. IN I-080-220-98f 011 C onuouni lc111 Ile rno ics Analysis Geography: Round Rock. 7:C DEMOGRAPHIC DETAIL, Page 2 2001 EST. HOUSEHOLDS BY INCOME $150,000 OR MORE $100,000 TO $149,999 $ 75,000 TO $ 99,999 $ 50,000 TO $ 74,999 $ 35,000 TO $ 49,999 $ 25,000 TO $ 34,999 $ 15,000 TO $ 24,999 $5,000 TO $15,000 UNDER $5,000 1990 POPULATION BY HOUSEHOLD TYPE FAMILY HOUSEHOLDS NON FAMILY HOUSEHOLDS GROUP QUARTERS 1990 HOUSEHOLDS BY TYPE SINGLE MALE SINGLE FEMALE MARRIED COUPLE OTHER FAMILY -MALE HEAD OTHER FAMILY- FEMALE HEAD NON FAMILY -MALE HEAD NON FAMILY - FEMALE HEAD HHOLDS BY AGE BY POVERTY STATUS ABOVE POVERTY UNDER AGE 65 ABOVE POVERTY AGE 65 + BELOW POVERTY UNDER AGE 65 BELOW POVERTY AGE 65 + 30 60 Miuules 120 324,090 559,191 1,284,790 7.75% 8.08% 5.83% 11.30% 11.03% 8.21% 13.06% 12.90% 10.96% 19.71% 19.52% 18.93% 14.40% 14.58% 15.58% 10.49% 10.60% 12.37% 10.88% 10.90% 13.04% 8.29% 8.43% 10.63% 4.12% 3.97% 4.45% 2001 EST. AVERAGE HH INCOME $69,224 $70,469 $61,378 2001 EST. MEDIAN HH INCOME $52,309 $51,955 $44,157 2001 EST. INCOME PER CAPITA $29,456 $28,605 $24,228 74.95% 79.41% 80.63% 21.48% 17.68% 1537% 3.57% 2,91% 3.99% MARITAL STATUS PERSONS 15+ SINGLE MALE 19.15% 16.67% 15.78% SINGLE FEMALE 15.00% 12.80% 12.11% MARRIED 48.40% 53.12% 54.44% PREVIOUSLY MARRIED MALE 5.89% 5.94% 5.69% PREVIOUSLY MARRIED FEMALE 11.57% 11.47% 11.98% 15.60% 13.42% 1 1.78% 15.99% 14.48% 14A3% 45.37% 50.89% 53.64% 3.19% 3.17% 3.04% 10.20% 10.17% 10.64% 5.69% 4.69% 3.85% 3.96% 3.19% 2.62% 203,337 359,099 927,728 73.18% 73,04% 68.99% 10.92% 11.93% 14.73 % 13.79% 12.51% 12.75% 2.11% 2.51% 3.53% 7/10/2(612 211112, ncc 0...1.... rq I' Lc \ \'nrth,'1 \ 1- 88N4-22K- Y156, \II Itii;hl, It,■r nl Communil\ (1) Demographics Analysis Geography: Round Rock, TX DEMOGRAPHIC DETAIL, Page 3 2001 EST. POPULATION BY AGE UNDER 5 YEARS 5 TO 9 YEARS 10 TO 14 YEARS 15 TO 17 YEARS 18 TO 20 YEARS 21 TO 24 YEARS 25 TO 29 YEARS 30 TO 34 YEARS 35 TO 39 YEARS 40 TO 49 YEARS 50 TO 59 YEARS 60 TO 64 YEARS 65 TO 69 YEARS 70 TO 74 YEARS 75+ YEARS MEDIAN AGE POPULATION (25+) BY EDUCATION LEVEL ELEMENTARY (0 -8) SOME HIGH SCHOOL (9 -11) HIGH SCHOOL GRAD. (12) SOME COLLEGE (13 -15) ASSOCIATES DEGREE BACHELORS DEGREE GRADUATE DEGREE POPULATION BY URBAN VS. RURAL URBAN RURAL 30 Minute 60 Minutes 120 770,434 1,390,246 3,307,542 7.15% 7.33% 7.33% 7.34% 7.47% 7.37% 7.24% 7.35% 7.23% 3.91% 4.12% 4.16% 5.24% 4.70% 5.18% 6.37% 5.92% 6.29% 7.50% 7.29% 6.94% 8.89% 8.25% 7.58% 8.90% 8.40% 7.73% 15.52% 15.53% 14.86% 10.52% 10.96% 10.71% 3.09% 3.38% 3.60% 2.44% 2.77% 3.12% 2.06% 2.34% 2.75% 3.83% 4.21% 5.15% 32.95 33.53 33.63 POPULATION ENROLLED IN SCHOOL 159,863 277,305 726,934 PUBLIC PRE- PRIMARY 3.33% 3.73% 3.51% PRIVATE PRE- PRIMARY 3.24% 3.15% 2.73% PUBLIC ELEM/HIGH 45.65% 53.58% 54.99% PRIVATE ELEM/HIGH 2.77% 2.81% 3.66% ENROLLED IN COLLEGE 45.01% 36.72% 35.11% 305,188 567,938 1,500,717 7.95% 8.71% 10.25% 9.88% 10.98% 11.94% 20.43% 22.70% 25.24% 23.23% 23.16% 22.71% 5.36% 5.52% 5.66% 22.00% 19.18% 15.70% 11.16% 9.75% 8.50% 90.72% 79.26% 78.22% 9.28% 20.74% 21.78% 7/10/2002 2 ,hr Bn , lun ,,,, , 1 1. SS II/ l,, \ I -888- 228 -0001,..011 Ili _In. Ilewr cd. C 1) nt IMI n i h h 1/ ) DeM112rnph icc Analysis Geography: Round Rock, TX DEMOGRAPHIC DET4/L, Page 4 POPULATION 16+ BY OCCUPATION EXECUTIVE AND MANAGERIAL PROFESSIONAL SPECIALTY TECHNICAL SUPPORT SALES ADMINISTRATIVE SUPPORT SERVICE: PRIVATE HOUSEHOLD SERVICE: PROTECTIVE SERVICE: OTHER FARMING FORESTRY & FISHING PRECISION PRODUCT. & CRAFT MACHINE OPERATOR TRANS. AND MATERIAL MOVING LABORERS FEMALES 16t WITH CHILDREN 0 WORKING WITH CHILD <6 NOT WORKING WITH CHILD <6 NOT IN LABOR FORCE WITH CHILD < 6 WORKING WITH CHILD 6 -17 NOT WORKING WITH CHILD 6-17 NOT IN LAB. FORCE WITH CHILD 6 -17 WORKING WITH CHILD 0 -5 & 6 -18 NOT WORKING WITH CHILD 0 -5 & 6 -18 NOT IN LAB. FORCE W /CHILD 0 -5 &6 -18 WORKING WITH NO CHILDREN NOT WORKING WITH NO CHILDREN NOT IN LAB. FORCE WITH NO CHILD. 1990 OWNER OCCUPIED PROPERTY VALUES UNDER $25,000 $25,000 TO $49,999 $50,000 TO $74,999 $75,000 TO $99,999 $100,000 TO $149,999 $150,000 TO $199,999 $200,000 TO $299,999 $300,000 TO $399,999 $400,000 TO $499,999 $500,000+ MEDIAN PROPERTY VALUE 30 Minutes 60 Minutes 120 263,935 464,126 1,127,146 15.28% 14.95% 13.41% 1826% 16.95% 15.90% 5.66% 5.10% 4.43% 11.54% 11.47% 12.27% 17.72% 17.41% 16.70% 0.54% 0.55% 0.60% 1.36% 1.49% 1.66% 11.02% 10.94% 11.41% 1.39% 1.82% 2.56% 8.29% 9.32% 9.97% 3.86% 4.22% 4.41% 2.47% 2.89% 3.47% 2.61% 2.90% 3.22% 199,778 360,391 970,517 6.01% 6.07% 5.47% 0.52% 0.51% 0.55% 2.93% 3.19% 3.24% 11.77% 12.67% 12.31% 0.47% 0.56% 0.65% 2.85% 3.38% 3.83% 4.08% 4.56% 4.22% 0.31% 0.33% 0.36% 2.39% 2.57% 2.73% 39.28% 36.62% 32.95% 2.25% 2.12% 2.12% 27.13% 27.41% 31.60% 3.36% 4.83% 7.41% 14,74% 17.46% 23.16% 31.85% 30.37% 29.40% 24.35% 21.82% 18.83% 14.92% 14.61% 12.72% 6.14% 5.98% 4.62% 3.14% 3.25% 2.53% 0.80% 0.92% 0.70% 0.29% 0.33% 0.26% 0.41% 0.43% 0.37% $75,048 $72,809 $66,527 71I11/21912 2102. the <nnlpuilr .11. \\„rt L. 1 'X I -000- 220 -9M11. VII Right. Re IA ed. ( om munihJ1) ' POPL LEI TIO,V, RACE, & A GE, Page 5 COMPARATIVE POPULATION GROWTH I CI 30-MIrvuT6s •60 M31400 • 120-MIrvv)ES 60% 50% 40% 30 20% 10% 1 0% I 2001 - 2006 IPP0J. 1 1990 - 2001 (ESr.I 1900 - 1990 ICervsus) 2001 POPULATION BY RAGE I CI 30- Mlrvures •60-MISUTEE • 1 2O- MINUTES W111TE 6ucK Asuw/Pnc. 151. Omew 0% 10% 2096 30% 40% 50% 60% 70% 60% 2001 Es POPULATION BY AOE 030- MINUTES •60-MINUTES • 1 20-01rvures I i tt.. on se w 9 s. e.zo zi z9 es... 70 7si 500005 1000 CComm Comm 0 OPOwtee m.0- soso 90-99 Demographic Analysis Geography: Round Rock, TX 7 /11) /20(12 211112. the Itlnlan I -1. 0or1h, I\ 1- 5811- ?28- 9RGG,All 12011 Kernl1I_ ('nm m on iI /!1 HOUSEHOLDS, AL 1 RIT.AL STATUS, & PROPERTY I ALL'ES, Page G 1000 HOUSEHOLDS BY TYPE 1 20-M uuTEs 60-M1NUTes 3tr ---- - - - - -- ■ 0% 10% 20% 30% 40% 50% 60% 70% 60% 90% 100% I N51NCLE MALE D51NOLe Fe.ALe •MARRIED COUPLE /I SINGLE PARENT FAMILY DNON- FAMILY MARITAL STATUS tAOe I6 +t 1 090 OWNER-OCCUPIED PROPERTY VALUES •u.nu55O,000 •650,000T4591444. 05! 00 TO Sl 99.9.9 06200000 * I I.5111DLe MALE •SINDLE FEMALE •MARRIED IN PREY MARRIED I 100% 60% 60% 40% 20% O% 30-Minutes 60- Minutes 120 - Minutes ISOURCE: 1990 CENSUS) 0% 20, 4O^ro e0% 60% 1 30 M BtrM 1 20wwvres 18.11% 56.20% -I 21.06% 4.63% _ 22.29% 52,19,4 - ' 41 20.80% I1 4 -92% IIIIIIIIIIIIIIIIIIIIIIIII' 30.57% 48,23% _ l 17,34% 1 3.66% DeIllo2ra ph ies Analysis Geography: Rnnnd Rnrk, TX 7/10/21102 211112, die 11,1,111* 927111101', I I.0 nr11, IX I -6811 -227- 9%1,6, Right, 11c.TCn ed. C'ommunil \ 11) INCO;NE 8L OCCIIPATION, Page 7 2001 ESTIMATED HOUSEHOLDS BY INCOME 030- MINUTES •50-MDJUTES • 1 20 - MINUTES 25% 20% I5% I JIL EF O% sI so.cco oR sl oo TO S S 60.000 TO S S 36000 TO ro S ro E S s TO $ UNDMo si ae,eec,ccc POPULATION 1 BY OCCUPATION 0 30 - Mlrvures •CO- MINUTES • I20- MINUTES 20% 15% I0% 5% -. EXECUTIVE/ MANAGERS, PROP. SPECIALTY TECHNICAL SvPPOrsr SALES ADMIN. SUPPORT POPULATION 18+ BY OCCUPATION - CONTINUED 1 0 3UMIrvures •60-MINUres • 1 20 -M!NU ES I6% 12% 10% B% 6% 4% 2% °b ,.. I I J I !0! - !II . f iuI O SERVICE FARMING 6 Flsrvlrvc P I)emogra ph ies Analysis Geography: Round Rock, 7X 7 /111 /211112 211112, the IINr1on' np 1 1. 5\111111, 1 X I -5SS- 228 -98l6, 511 Mgt. [gown ed. Communil ■/ /1' DCmogra p IC% Analysis Geography: Round Rock, TX EDUCATION, Page 8 GRADUATE DEGREE BACHELORS DECREE ASSOCIATES DEGREE SOME COLLEGE HIGH SCHOOL GRAD, SOME HIGH SCHOOL ELEMENTARY 0% 5% POPULATION ENROLLED IN SCHOOL 30 Minutes 159863 3% 3% 46% el 45% 3% PERCENTAGE OF ADULT POPULATION (25 +) BY EDUCATION LEVEL I D30 - Miuu.cs •GOMIN11TEe • 120 TI I 05 I5% 120 - Minutes 726934 3% 4% 35% 54% 4% 2G% ■3% •4 % •37% • 53% M3% 25% 60- Minutes 277305 ■ College D Private Elem. or High • Public Elem. or High • Private Pre-Primary • Public Pre- Primary 30% 7110/211112 20112. the nnslon'ran van nn N S oral. ' y 1- SSS-2214-SS(( n ui;iIo ue.Ir. Id. Cnnununi[111) 10 9 8 7 6 u 5 d 4 3 2 1 0 Trade Area Comparison 30- Minute Drive Time Trade Area t 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 Segment ■Round Rock - City Centroid -- All Cabela's Store Locations I Community/ Y The Retail Recruiting System Detnot4raphics Analysis Geography: :%II Cabela's Store Locations DEMOGR.1 PIIIC DETAIL, Page 1 POPULATION 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 -1990 HOUSEHOLDS 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 - 1990 2001 EST. POPULATION BY SEX MALE FEMALE 30 Minutes 60 Minutes 120 - Minutes 2,587,880 7,120,631 21,596,866 2,525,987 6,916,616 21048,946 2,340,218 6,305,588 19,364,268 2,238,680 6,096,682 18,961,763 4.54% 3.43% 2.12% 1,007,337 2,703,019 8,258,563 979,025 2,612,813 8,002,409 893,896 2,346,862 7,226,070 812,335 2,146,316 6,683,256 10.04% 9.34% 8.12% 2001 POPULATION BY RACE & ORIGIN 2,525,987 6,916,616 21,048,946 WHITE 82.01% 85.11% 85.90% BLACK 12.60% 10.15% 9.65% ASIAN & PACIFIC ISLANDER 2.32% 1.99% 2.08% OTHER RACES 3.07% 2.74% 2.38% SPANISH ORIGIN 4.91% 4.27% 3.35% 2001 HISPANIC RACE BASE 123,922 295,282 704,875 WHITE 52.22% 53.43% 54.02% BLACK 2.01% 1.92% 2.24% ASIAN 0.25% 0.26% 0.31% OTHER 45.52% 44.39% 43.43% 1990 HISPANIC POPULATION BY TYPE NOT OF HISPANIC ORIGIN 97.18% 97.50% 98.06% MEXICAN 2.13% 1,83% 1.37% PUERTO RICAN 0.11% 0.18% 0.14% CUBAN 0.07% 0.06% 0.04% OTHER HISPANIC 0.50% 0.44% 0.39% 48.52% 48.87% 48.79% 51.48% 51.13% 5121% 7/10/20112 , 25112, the 1su�tnn'< on,pngr. Pi. 1‘. 111, to 1 5x4 225wK(,S, vi Rights Re,C • 1i D mono nit %Il Dclnorra ph ics Analysis Geography: All Cabela's Store Locations DE[11OGR.1 PIUC DETAIL, Page 2 2001 EST. HOUSEHOLDS BY INCOME $150,000 OR MORE $100,000 TO $149,999 $ 75,000 TO $ 99,999 $ 50,000 TO $ 74,999 $ 35,000 TO $ 49,999 $ 25,000 TO $ 34,999 $ 15,000 TO $ 24,999 $5,000 TO $15,000 UNDER $5,000 1990 POPULATION BY HOUSEHOLD TYPE FAMILY HOUSEHOLDS NON FAMILY HOUSEHOLDS GROUP QUARTERS 1990 HOUSEHOLDS BY TYPE SINGLE MALE SINGLE FEMALE MARRIED COUPLE OTHER FAMILY -MALE HEAD OTHER FAMILY- FEMALE HEAD NON FAMILY -MALE HEAD NON FAMILY - FEMALE HEAD HHOLDS BY AGE BY POVERTY STATUS ABOVE POVERTY UNDER AGE 65 ABOVE POVERTY AGE 65 + BELOW POVERTY UNDER AGE 65 BELOW POVERTY AGE 65 + 30 60 I20 979,025 2,612,813 8,002,409 5.56% 5.11% 5.01 8.58% 9.00% 8.35% 12.12% 12.54% 11.99% 21.35% 21.48% 21.15% 16.28% 15,85% 16.02% 11.91% 1 1.55% 11.81% 11.59% 11.54% 1220% 9.61% 9.87% 10.44% 3.01% 3.06% 3.03% 2001 EST. AVERAGE FIN INCOME $63,011 $62,100 $61,110 2001 EST. MEDIAN HH INCOME $47,789 $48,239 $46,723 2001 EST. INCOME PER CAPITA $24,637 $23,710 $23,516 81.80% 83.63% 83.50% 15.39% 13.64% 13.78% 2.81% 2.73% 2.72% MARITAL STATUS PERSONS 15+ SINGLE MALE 14.67% 14.46% 14.45% SINGLE FEMALE 12.89% 12.20% 12.30% MARRIED 54.29% 55.78% 55.98% PREVIOUSLY MARRIED MALE 5.71% 5.59% 5.42% PREVIOUSLY MARRIED FEMALE 12.44% 11.97% 11.86% 10.75% 10.11% 9.92% 15.61% 14.56% 14.78% 53.67% 56.18% 56.46% 2.95% 3.07% 3.00% 11.14% 10.98% 10.65% 3.46% 3.08% 3.10% 2.42% 2.02% 2.08% 894,801 2,348,887 7,230,807 71.47% 70.55% 69.37% 17.48% 18.06% 18.89% 8.39% 8.59% 8.83% 265% 2.80% 2.91% 7/11112002 2110. the ISu,Inn r Impl' . I I. IN nr11.. 1 \ I 888 - 128 - `1866.. II Ris'hl., Row n ell Community /I) Demnhratphics Analysis Geography: API Cabela's Store Locations DEMOGRAPHIC DETAIL, Page 3 2001 EST. POPULATION BY AGE UNDER 5 YEARS 5 TO 9 YEARS 10 TO 14 YEARS 15 TO 17 YEARS 18 TO 20 YEARS 21 TO 24 YEARS 25 TO 29 YEARS 30 TO 34 YEARS 35 TO 39 YEARS 40 TO 49 YEARS 50 TO 59 YEARS 60 TO 64 YEARS 65 TO 69 YEARS 70 TO 74 YEARS 75+ YEARS MEDIAN AGE POPULATION (25 +) BY EDUCATION LEVEL ELEMENTARY (0 -8) SOME HIGH SCHOOL (9 -11) HIGH SCHOOL GRAD. (12) SOME COLLEGE (13-15) ASSOCIATES DEGREE BACHELORS DEGREE GRADUATE DEGREE POPULATION BY URBAN VS. RURAL URBAN RURAL 30 60 120 2,525,987 6,916,616 21,048,946 7.03% 7.17% 7.04% 7.21% 7.36% 7.32% 7.17% 7.30% 7.34% 4.13% 4.24% 4.26% 4.59% 438% 4.36% 5.57% 5.41% 5.36% 6.55% 6.53% 6.44% 7.02% 6.93% 6.86% 7.61% 7.43% 7.23% 15.56% 15.53% ]5.27% 11.45% 11A8% 11.57% 3.93% 4.00% 4.06% 3.31% 3.37% 3.45% 3.08% 3.09% 3.23% 5.80% 5.78% 6.21% 35.48 35.45 35.70 POPULATION ENROLLED IN SCHOOL 647,016 1,721,309 5,254,856 PUBLIC PRE- PRIMARY 4.42% 4.93% 5.03 PRIVATE PRE- PRIMARY 3.04 % 2.62% 2.46% PUBLIC ELEM /HIGH 53.14% 57.23% 58.21% PRIVATE ELEM/HIGH 7.22% 6.62% 6.40% ENROLLED IN COLLEGE 32.18% 28.60% 27.89% 1,472,769 3,966,185 12,206,178 6.76% 732% 8,15% 12.04% 13.02% 12.85% 30.81% 32.96% 34.02% 20.90% 20.19% 19.33% 6.14% 6.65% 6.86% 15.03% 12.88% 12.42% 8.33% 6.58% 6.36% 84.86% 76.13% 70.28% 15.14% 23.86% 29.72% 7/10/21612 2++2. Ru011I comp?, gi. Ff. NI erne. 1 ] I -8x1 -2 All Iti;;hlr have n ed. COmmu //) Deunoiraphics Analysis Geography: All Cahela's Store Locations DEMOGRAPHIC DETAIL, Page 4 POPULATION 16+ BY OCCUPATION EXECUTIVE AND MANAGERIAL PROFESSIONAL SPECIALTY TECHNICAL SUPPORT SALES ADMINISTRATIVE SUPPORT SERVICE: PRIVATE HOUSEHOLD SERVICE: PROTECTIVE SERVICE: OTHER FARMING FORESTRY & FISHING PRECISION PRODUCT. & CRAFT MACHINE OPERATOR TRANS. AND MATERIAL MOVING LABORERS 1990 OWNER OCCUPIED PROPERTY VALUES UNDER $25,000 $25,000 TO $49,999 $50,000 TO $74,999 $75,000 TO $99,999 $100,000 TO $149,999 $150,000 TO $199,999 $200,000 TO $299,999 $300,000 TO $399,999 $400,000 TO $499,999 $500,000+ MEDIAN PROPERTY VALUE 30 60 120 1,152,611 3,009,948 9,214,823 12.26% 11.26% 11,05% 14.99% 13.67% 13.54% 3.90% 3.81% 3.65% 12.19% 11.55% 11.27% 17.35% 16.46% 15.89% 0.30% 0.29% 0.31% 1,48% 1.49% 1.35% 11.47% 11.83% 11.92% 1.87% 2.84% 3.57% 9.86% 11,16% 11.11% 6.70% 7.55% 8.35% 3.78% 4.09% 4.02% 3.82% 3.99% 3.97% FEMALES 16+ WITH CHILDREN 0 945,149 2,501,788 7,709,564 WORKING WITH CHILD <6 5.31% 5.27% 5.11% NOT WORKING WITH CHILD < 6 0.45% 0.45% 0.46% NOT IN LABOR FORCE WITH CHILD < 6 2.91% 3.11% 2.99% WORKING WITH CHILD 6 -17 12.61% 12.79% 12.66% NOT WORKING WITH CHILD 6 -17 0.64% 0.68% 0.68% NOT IN LAB. FORCE WITH CHILD 6 -17 3.44% 3.84% 3.80% WORKING WITH CHILD 0 -5 & 6 -18 4.03% 4.05% 4.05% NOT WORKING WITH CHILD 0 -5 & 6 -18 0.29% 0.30% 0.31% NOT IN LAB. FORCE W /CHILD 0 -5 &6 -18 2.45% 2.72% 2.66% WORKING WITH NO CHILDREN 35.85% 33.66% 33.47% NOT WORKING WITH NO CHILDREN 1.79% 1.89% 1.90% NOT IN LAB. FORCE WITH NO CHILD. 30.23% 31.21% 31.91% 7.01% 9.19% 10.14% 23.96% 25.05% 25.78% 31.61% 29.05% 28.07% 18.29% 17.83% 17.94% 11.82% 12.21% 11.51% 4.07% 3.95% 3.66% 2.16% 2.01% 2.01% 0.60% 0.43% 0.49% 0.23% 0.14% 0.I8% 0.25% 0.14% 0.21% $65,052 $63,559 $62,537 7/10/2002 20112.1he , 1.1. N or 1,. I \I 000 - 220 901l,,All Right, Ite•enttl. 1 0111111 units 111 POPL /LATION, RACE, & AGE, I'age 5 COMPARATIVE POPULATION GROWTH I D 03QM1uures •60- MIUUTES • 1 20-MIuuTes 12% 10% 8% 6% 4% I 2% O% 1 2001 - 2006 IPPV,I 1990 -2001 HEST.) 1980- 199OICENSUS) 2001 POPULATION BY RACE I 030M1uuies •60- MINUTES U 1 20- MINUTES I 13,61 As6u /P4c. 1%. OmE6 H1srmic" 11 A I 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2001 Ear. POPULATION BY AGE 1 0 030 - MINUTES •60MINU ES • 1 204MINUTES o m v i m i v N VIE ... i Analysis Geography: All Cabela's Store Locations e m zi z+ 20-49 SOUnce: 1990 CENC5851.1 S UPDATE. 50-50 5226. 7/10/2002 k 31)112. the Itu,UIn . 1 1 . 0 11. % Ur111, 1\ 1- 8 - 120 - 06( , 911 16,86 It,, CununanitS11) Demographics Analysis Geography: All Cabela's Store Locations HOUSEHOLDS, ;1[ARITAL STA TUS, & PROPERTY VALLIS, Page 6 120-MINUTee 60-MINUTEs 30-Mule 1990 HOUSEHOLDS BY TYPE 0% I 09b 20% 30% 4O% SO% I •SINSLE MALE °SINGLE FEMALE °MARRIED COUPLE •SINGLE PARENT FAMILY °NON- FANILY I •SINOLE MALE •SINGLE FEMALE •MARRIED •PREP- MARRIED I 30-Minutes MARITAL STATUS Use 15+1 60 Minutes 1SOURGE_ 1 990 CENSUSI 120 - Minutes BO% 70% e0% 9 0% 1 Oa% 1990 OWNER-OCCUPIED PROPERTY VALUES • Uxc[R E5O,000 ■ $NA,000 ro 200.000 O 11 00,000,01100.000 •seoo.000 o% 2096 a0% 6D% RD% IDO% 1 3.24% 12.71% 15.17% 1 2.90% 30.97% 34.24% 45.69% 35,92% 49.90 46.01% 7 /1(I /21102 211112, tee 13UAINn 1„Inpn111 11.0 Grill, 1 \ 1 - 000 - 220 - 0366, 011 16,10, Re ( ommonitcl /1' INCOAIE & OCCUP1 TION, Page 7 2001 ESTIMATED HOUSEMOLDS BY INCOME CI 30-Mlnvr Es ■60- MIrvuTES • 120 25% 20% I5% 10A 5 /0 I pe /o El 50.000 On 3100.000 To E TS,000roE $50.000 70 E as000 TOE s EI S,000 TOE E s TOE LINGER E 5.000 MORE EI <a.aae ° °'°B° 74,900 SOURCE: 1090 ° B° 24,000 I 5,000 CENSUS S UNMATED POPULATION 10+ BY OCCUPATION 1 03o- Mlrvures •60- MirvuTES • I2O- MIHu,Es 20% 15A, IO% 5% — 1 O% EXECUTIVE/ PIAELGENIAL PROP. SPECIAL,' TECHNICAL SUPPORT SALES ADMIN. SVPPORT POPULATION 16+ BY OCCUPATION - CONTINUED I 030-MINUTES •60- MINUTES • 120 I 16% I 4% 12% 10% 6% BMa 4% 2% — 1 0% SERVICE FANNING S FISHING PRECISION PROD /Chin MACHINE OPERATOR TNANSC, 5 Moomo LABOFEFs I)einogra ph ics Analysis Geography: All Cabela's Store locations 7/1(1/211112 21102. are ISM\Iun' rip; 10 1L \\ or1L, I \ I- 000 - 220 -TNGG, 011 Ri,III.N Ilncn ed. C IIIIIIIIII n110 1/7 Demographics Analysis Geography: 411 C bela's Store Locations EDUCATION. Page 8 GRADUATE DEGREE BACHELORS DEGREE i___. ASSOCIATES DEGR Some Couece HIGH SCHOOL GRAD. SonE HIGH SCHOOL ELEMENTARY PEROENTAOE OF ADULT POPULATION (25 +) BY EDUCATOR LEVEL I C30Mirvures •00- 14nuTE2 • l20.MIUU2Es 5% 10% I 5% 20% 25% 30% 35% 40% POPULATION ENROLLED IN SCHOOL 30- Minutes 647016 3% 4% • 32% •3% •5% 0O7 129% •56% % 120 - Minutes 5254856 2% 5% 59% 60- Minutes • Calle)e DPM.. Elam. or High • Public Elem. or High • Prrvete Pre- Primary ■Pudic Pre -Primary 1721309 7/10/2002 r 2002, the Buxton' 101/1/11 21 • . n, 5 )artli. IN. I- sss- 22r_nxr,h..w Righln Nr"21,21. Con 1/ ) DcrIlogrn ph ics Analysis Geography: Round Rock, TX DEfIIOGRA DE Page 1 POPULATION 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 -1990 HOUSEHOLDS 2006 PROJECTION 2001 ESTIMATE 1990 CENSUS 1980 CENSUS GROWTH 1980 - 1990 2001 EST. POPULATION BY SEX MALE FEMALE 30 60 120 864,087 1,553,969 3,601,442 770,434 1,390,246 3,307,542 505,262 927,678 2,472,734 362,845 651.372 1,912,385 39.25% 42.42% 29.30% 368,341 632,484 1,415,486 324,090 559,191 1,284,790 203,268 358,838 926,267 138,182 239,465 682,509 47.10% 49.85% 35.72% 2001 POPULATION BY RACE & ORIGIN 770,434 1,390,246 3,307,542 WHITE 71.38% 7326% 74.33% BLACK 9.55% 8.43% 10.14% ASIAN & PACIFIC ISLANDER 4.88% 3.78% 2.83% OTHER RACES 14.19% 14.53% 12.70% SPANISH ORIGIN 23.77% 24.68% 26.35% 2001 HISPANIC RACE BASE 183,132 343,096 871,456 WHITE 41.42% 42.44% 52.88% BLACK 1.09% 1.06% 1.17% ASIAN 0.26% 0.26% 0.30% OTHER 5723% 56.24% 45.66% 1990 HISPANIC POPULATION BY TYPE NOT OF HISPANIC ORIGIN 82.19% 81.18% 79.09% MEXICAN 15.54% 16.56% 18.35% PUERTO RICAN 0.24% 0.30% 0.51% CUBAN 0.09% 0.08% 0.09% OTHER HISPANIC 1.94% 1.88% 1.96% 49.68% 49.69% 49A3% 50.32% 50.31% 50.57% , 7111/2002 uny�nrr� - I I. 31 urlh, IX 1 888 22N '18(,(,, %II Ri;;hl, Rc,rn n1. I! 1111111 nn it 11) Dcmn0ra ph ics Analysis Geography: Round Rock, TX DEMOGRAPHIC DETAIL, Page 2 2001 EST. HOUSEHOLDS BY INCOME $150,000 OR MORE $100,000 TO $149.999 $ 75,000 TO $ 99,999 $ 50,000 TO $ 74,999 $ 35,000 TO $ 49,999 5 25,000 TO $ 34,999 $ 15,000 TO $ 24,999 $5,000 TO $15,000 UNDER $5,000 1990 POPULATION BY HOUSEHOLD TYPE FAMILY HOUSEHOLDS NON FAMILY HOUSEHOLDS GROUP QUARTERS 1990 HOUSEHOLDS BY TYPE SINGLE MALE SINGLE FEMALE MARRIED COUPLE OTHER FAMILY -MALE HEAD OTHER FAMILY - FEMALE HEAD NON FAMILY -MALE HEAD NON FAMILY - FEMALE HEAD HHOLDS BY AGE BY POVERTY STATUS ABOVE POVERTY UNDERAGE 65 ABOVE POVERTY AGE 65 + BELOW POVERTY UNDER AGE 65 BELOW POVERTY AGE 65 + 30 Minutes 60 120 Minutes 324,090 559,191 1,284,790 7.75% 8.08% 5.83% 11.30% 11.03% 8.21% 13.06% 12.90% 10.96% 19.71% 19.52% 18.93% 14.40% 14.58% 15.58% 10.49% 10.60% 12.37% 10.88% 10.90% 13.04% 8.29% 8.43% 10.63% 4.12% 3.97% 4.45% 2001 EST. AVERAGE HIT INCOME 569,224 570,469 $61,378 2001 EST. MEDIAN HH INCOME $52,309 $51,955 $44,157 2001 EST. INCOME PER CAPITA $29,456 528,605 $24,228 74.95% 79.41% 80.63% 21A8% 17.68% 15.37% 3.57% 2.91% 3.99% MARITAL STATUS PERSONS 15+ SINGLE MALE 19.15% 16.67% 15.78% SINGLE FEMALE 15.00% 12.80% 12.11% MARRIED 48.40% 53.12% 54.44% PREVIOUSLY MARRIED MALE 5.89% 5.94% 5.69% PREVIOUSLY MARRIED FEMALE 11.57% 11A7% 11.98% 15.60% 13.42% 11.78% 15.99% 14.48% 14A3% 45.37% 50.89% 53.64% 3.19% 3.17% 3.04% 10.20% 10.17% 10.64% 5.69% 4.69% 3.85% 3.96% 3.19% 2.62% 203,337 359,099 927,728 73.18% 73.04% 68.99% 10.92% 11.93% 14.73% 13.79% 12.51% 12.75% 111% 2.51% 3.53% 7(1(1/211112 , 20112. the !lux IUn "< nmpm 1. Uoral. 1 C I - 008 - 220_91166, 11112 ig Rr,aned Column nit■ 11 i Ucn Analysis Geography: Round Rack, IX DEMOGRAPHIC DETAIL, Page 3 2001 EST. POPULATION BY AGE UNDER 5 YEARS 5 TO 9 YEARS 10 TO 14 YEARS 15 TO 17 YEARS 18 TO 20 YEARS 21 TO 24 YEARS 25 TO 29 YEARS 30 TO 34 YEARS 35 TO 39 YEARS 40 TO 49 YEARS 50 TO 59 YEARS 60 TO 64 YEARS 65 TO 69 YEARS 70 TO 74 YEARS 75+ YEARS MEDIAN AGE POPULATION (25 +) BY EDUCATION LEVEL ELEMENTARY (0 -8) SOME HIGH SCHOOL (9-11) HIGH SCHOOL GRAD. (12) SOME COLLEGE (13 -15) ASSOCIATES DEGREE BACHELORS DEGREE GRADUATE DEGREE POPULATION BY URBAN VS. RURAL URBAN RURAL 30 60 Minutes I20 770,434 1,390,246 3,307,542 7.15% 7.33% 7.33% 7.34% 7.47% 7.37% 7.24% 7.35% 7.23% 3.91% 4.12% 4.16% 5.24% 4.70% 5.18% 6.37% 5.92% 6.29% 7.50% 7.29% 6.94% 8.89% 8.25% 7.58% 8.90% 8.40% 7.73% 15.52% 15.53% 14.86% 10.52% 10.96% 10.71% 3.09% 3.38% 3.60% 2.44% 2.77% 3.12% 106% 2.34% 2.75% 3.83% 4.21% 5.15% 32.95 33.53 33.63 POPULATION ENROLLED IN SCHOOL 159,863 277,305 726,934 PUBLIC PRE- PRIMARY 3.33% 3.73% 3.51% PRIVATE PRE- PRIMARY 3.24% 3.15% 2.73% PUBLIC ELEM/HIGH 45.65% 53.58% 54,99% PRIVATE ELEM/HIGH 2.77% 2.81% 3.66% ENROLLED IN COLLEGE 45.01% 36.72% 35.11% 305,188 567,938 1,500,717 7.95% 8.71% 10.25% 9.88% 10.98% 11.94% 20.43% 22.70% 25.24% 23.23% 23.16% 22.71% 5.36% 5.52% 5.66% 22.00% 19.18% 15.70% 11.16% 9.75% 8.50% 90.72% 79.26% 78.22% 9.28% 20.74% 21.78% 71111%21)(12 21102, 10, ISu,inn CUnipiuil . 1 1. , rth. l \ 1 -555- 225- 951(6, 111 14 1,1, Re,e ,rd. ( bmmunil1 111' Dcmouraphics Analysis Geography: Round Rock. TX Dh_',M190G2.� PH /C DETAIL, Page 4 POPULATION 16+ BY OCCUPATION EXECUTIVE AND MANAGERIAL PROFESSIONAL SPECIALTY TECHNICAL SUPPORT SALES ADMINISTRATIVE SUPPORT SERVICE: PRIVATE HOUSEHOLD SERVICE: PROTECTIVE SERVICE: OTHER FARMING FORESTRY & FISHING PRECISION PRODUCT. & CRAFT MACHINE OPERATOR TRANS. AND MATERIAL MOVING LABORERS FEMALES 16+ WITH CHILDREN 0 WORKING WITH CHILD < 6 NOT WORKING WITH CHILD < 6 NOT IN LABOR FORCE WITH CHILD < 6 WORKING WITH CHILD 6 -17 NOT WORKING WITH CHILD 6 -17 NOT IN LAB. FORCE WITH CHILD 6 -17 WORKING WITH CHILD 0-5 & 6 -18 NOT WORKING WITH CHILD 0 -5 & 6 -18 NOT IN LAB. FORCE W /CHILD 0 -5 &6 -18 WORKING WITH NO CHILDREN NOT WORKING WITH NO CHILDREN NOT IN LAB. FORCE WITH NO CHILD. 1990 OWNER OCCUPIED PROPERTY VALUES UNDER $25,000 $25,000 TO $49,999 $50,000 TO $74,999 $75,000 TO $99,999 $100,000 TO $149,999 $150,000 TO $199,999 $200,000 TO $299,999 $300,000 TO $399,999 $400,000 TO $499,999 $500,000+ MEDIAN PROPERTY VALUE 30 60 120 263,935 464,126 1,127,146 15.28% 14.95% 13.41% 18.26% 16.95% 15.90% 5.66% 5.10% 4,43% 11.54% 11.47% 12.27% 17.72% 17.41% 16.70% 0.54% 0.55% 0.60% 1.36% 1.49% 1.66% 11.02% 10.94% 11.41% 1.39% 1.82% 2.56% 8.29% 9.32% 9.97% 3.86% 4.22% 4.41% 2.47% 2.89% 3.47% 2.61% 2.90% 3.22% 199,778 360,391 970,517 6.01% 6.07% 5.47% 0.52% 0.51% 0.55% 2.93% 3.19% 3.24% 11.77% 12.67% 12.31% 0.47% 0.56% 0.65% 2.85% 3.38% 3.83% 4.08% 4.56% 4.22% 0.31% 0.33% 0.36% 2.39% 2.57% 2.73% 39.28% 36.62% 32.95% 2.25% 2.12% 2.12% 27.13% 27.41% 31.60% 3.36% 4.83% 7.41% 14.74% 17.46% 23.16% 31.85% 30.37% 29.40% 24.35% 21.8296 18.83% 14.92% 14.61% 12.72% 6.14% 5.98% 4.62% 3.14% 3.25% 2.53% 0.80% 0.92% 0.70% 0.29% 0.33% 0.26% 0.41% 0.43% 0.37% $75,048 $72,809 $66,527 7/111120112 2111 the nnaoit " comp( to. . Ft. t'orth. 1 \ I- xxe- 22&vS66, 511 Ri „hi, Reser. en Cnnmumi1, POPULATION, RACE, & ,1GE, Page 5 COMPARATIVE POPULATION GROWTH •30-MINUres •60- MINUTES • 120-MINUTEs 80% 50 40% 30% 20% 10% 0% 2001 • 2008 IP8w.) 1990 - 2001 (EST.) 1980 - 1990 (CENSUS) 2001 POPULATION BY RACE 030-MINUTES •60- MINUTES • 1 20MINUTES I WI-117E Bucrc As0N/1 40. 0'm E8 8148.x1.' 0% 10% 20% 30% 40% 50% 60% 70% 80% 2001 EST. POPULATION BY AGE 030-1 •60-1 • 1 20 1mumS I 12% S. SOURCE. 1990 CENSUS S11PDATEe .ocu eoae eoe< es <e �o> >s Dcnuh raph ICS Analysis Geography: Round Ruck, 1X 7 111111 , the IlUTlon` (oo)punl.l1- \ \orlh. 1 \I -5N -22 '1566. \II Right, l4eo,11- Cum1111111 ily /1) Demographics Analysis Geography: Round Rock, TX HOUSEHOLDS, ILIRITAL STATUS, & PROPERTY VALUES, Page 6 1 20-MINUTES 50 30.MINUTEs 0% 20% 30% 1990 HOUSEHOLDS BY TYPE A10% 50% 60% JO% I 1.5INOLE MALE OSINOLE FEMALE in MARRIED COUPLE •SINNLE PARENT FAMILY 0NON FAMILY 50% 90% 100% MARRAL STATUS Uwe 15 +1 I U SINGLE MALE •SINGLE FEMALE •MARRIED •PREV. MARRIED I 30- Minules 60-Minutes 15ouece, 990 CENSUS) 120-Minutes 19BO OWNER-OCCUPIED PROPERTY VALUES • UNDER SSOOOO •SSOOOO ro S00000 B SI 00,00.1. 0 as eea •SzooNDD t 7/10/2002 2 _11112, the Itu llun rnnlpnm, I I. \ \nn L, 1 X I- 800 - 220!18!,6, \11 R* I,l, Rrscn ell ( um mu nihl /1 I/VCO,IIE & OCCUPATION, Page 7 2001 ESTIMATED HOUSEHOLDS SY INCOME D 3O- MINUTES •60-MINUTES • 12O-MINUTES 25% 20% I5% IO% nil O% aI .0.00008 a 75,000 70 a a .0,000 TO a S 35.00070 a $ 2S.00070 s $1 3,000 ro a a to a �NOER a ..000 MORE al <a,eaa 00'O0S 'A SP ae 2.1.000 I S.000 UR[: 1 000 Comm. IS IIpoATEB POPULATION 1 BY OCCUPATION [30- MINUTES •6O-MINUTES • 120MINUTES 20% I5% IO% 6% I I EXECUTIVE/ MANAGERIAL PROP. SPECIAL', TECHNICAL SUPPORT S,ES ADMIN. SVPPJRT POPULATION 1 6+ BY OCCUPATION - CONTINUED CI SO •60 • 120 1 4% 12% 10% 6% 6% 4% 2% SENVICE FARmIna S PINHINC P ELISION PROO./LRAML MACnINE OPERATOR TRANSP, S MOVING LABORERS I)cmograph ics Analysis Geography: Round Rock, TX 7/111/2002 211112. arc 11 RTton rT1u Ft. N or1h, I \I -MN228- 9866,\ II 12it;hlT Ncrrnnl. Dcmograpli ics Analysis Geography: Round Rock, TX ED1I17,411ON, Page 8 GRADIIAT'e OEOME BAcnELORS DEGRE AssoclAT'es OEcREE SOME COLLEG mon 5cnooL GRAD. 5051E HIOM SCMDOL ELEMENTARY 0°k PERCENTAGE OF ADULT POPULATION 125 +) BY EDUCATION LEVEL 030 1.17ss •e0 -0!. uTES • 120 0inures 5% IO% I5% 20% 25% 30% POPULATION ENROLLED IN SCHOOL 30- Minutes 159863 % 3% 465 el 455 3% 120- Minutes 726934 3% 4% 111135% 54% 4% 60- Minutes •3% .4% •37% •53% 133% • College a Private Elem. or High •Public Elem. or High ■ Private Pre-Pnmary ■Public Pre- Primary 277305 7/111/2002 ■ 2002, the I) oro,l "un 'puny .1 .54 erlh 1A 1 888 - 228 )855_511lti;;510 How nrd. Community/I, Buxton c o m p a n y July 1, 2002 Joseph Vining City Planner City of Round Rock 101 East Old Settlers Blvd., Suite 200 Round Rock, TX 78664 (2 -0Z 1 •-\ INVOICE # 708 -OP -2 DESCRIPTION AMOUNT Professional Services Fee for: Phase 1 - 2 50% Completion Fee $10,000.00 TOTAL AMOUNT DUE $10,000.00 Terms: Net 10 Days upon project completion. Thank You! Please remit to: The Buxton Company 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Phone: 817-332-3681 TAX ID # 75- 2541014 the Buxton company July 1, 2002 Joseph Vining City Planner City of Round Rock 101 'East Old Settlers Blvd., Suite 200 Round Rock, TX 78664 DESCRIPTION Ai WIN .1. Professional Services Fee for: Phase l - 2 ° 50% Completion Fee $10,0 INVOICE # 708 - OP - 2 TOTAL AMOUNT DUE Terms: Net 10 Days upon project completion. Thank You Please remit to: The Buxton Company 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Phone: 817- 332 -3681. TAX ID # 75-2541014 3; 31 2[1'02 09:14 1817 3 1FP,6 C�lt i3 uxt on C 0 777. p any Customer/D" :market research Fax Tar J osL P» VI/VI/1(6 From pA V/0 6 3 2 8� Fax: 3/2 - J � - Pages: (Including cover sheet) < Date: �i S a p L !Thome 817 -332 -3681 Re: //✓Vb / CC: 0 Urgent ❑ For Review LY'Please Comment 0 Please Reply ❑ Plea:.: c -r r;lk PLeAS E A71// A5 T> 1;49 71) 4 0 7 5 i F a y 7 / • i/ c 2 m Po PRIVACY & CONFIDENTIALITY NOTICE: The information in this facsimile is intended for the named recipient(s) only. It may contain ,YV ✓'�:_;. +c and confidential information. If you have received this facsimile message in error, please nrdl „' I ,. immediately toll free at 1- 888 - 228 -9866 and retum the original to the Buxton company by re rnhurse you for postage. Do not copy or disclose the contents to anyone. Thank you_ 2651 C. Fort 1 613'iO471 Fax F: £J% 33'.�•H6 B uxton c o m p a n y May 1, 2002 Mr. Joseph Vining Director City of Round Rock 101 East Old Settlers Blvd. Suite 200 Round Rock, TX 78664 INVOICE # 708 - R - 1 DESCRIPTION AMOUNT Professional Services Fee for: 1st 50% Fee for Phase 1 Development for City of Round Rock, Texas $ 10,000.00 TOTAL AMOUNT DUE $ 10,000.00 Terms: The 1 50% ($10,000) is due upon execution of the agreement and project commencement. The 2 ($10,000) is due upon project completion. Thank You! Please remit to: The Buxton Company 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Phone: 817- 332 -3681 TAX ID # 75- 2541014 Bu xton company May 1, 2002 Mr. Joseph Vining Director City of Round Rock 101 East Old Settlers Blvd. Suite 200 Round Rock, TX 78664 INVOICE # 708 -R -1 DESCRIPTION AMOUNT Professional Services Fee for: 1 50% Fee for Phase 1 Development for City of Round Rock, Texas $ 10,000.00 TOTAL AMOUNT DUE $ 10,000.00 Terms: The 1 50% ($10,000) is due upon execution of the agreement and project commencement. The 2 50% ($10,000) is due upon project completion. Thank You! Please remit to: The Buxton Company 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Phone: 817- 332 -3681 TAX ID # 75- 2541014 MAY 1 3 2002 Request for Finance Approval Please submit this form when placing financial items on the council agenda or when submitting a financial item to the City Manager for approval. Date Requested: February 26, 2002 Department: Planning and Community Development Project Manager: Joe Vining Project Name: Retail assessment of Round Rock ContractorNendor Name: Cornerstone Group and Buxton Company Contract/Agreement Amount: $20,000.00 (prior to change order or amendment) Total Project Budget: $20,000.00 Funding Source(s): SeifFutiesearTMeiteratConstruction Finance Approval Approval Denied (see comments) Comments: Construction Contract Construction Contract Amendment Change Order n Change in Quantity nUnforoseen Circumstances Professional Services Agreement 20,000 Additional Professional Services Agreement Council Agenda Item Council Meeting I 3/14/02 Number Amount =Submission to City Manager -see required signatures below before submission to the City Manager. Date: 3/1/02 L. Olsen Date: For Submissions to City Manager Only Project Mgr. Signature: Dept. Director Signature: Legal Approval Signature: * Please note that Legal Approval is required on change orders submitted to the City Manager that are $10,000 and above. 05/09/2002 11:12 18173323686 Bxtoii c o m p a n y Customer/Ds' market research Fax RECD MAY 0 9 2002 PAGE 01 s--.1%-`°c D - 4-0 c)v-i"6 47„,„/L& the Buxton company 2651 South Polans Drive Fort Worth, TX 76137 -4479 Fax # (817) 332 -3686 ❑ Urgent ❑ For Review ❑ Please Comment ❑ Please Reply ❑ Please Recycle ? (Q‘e: //7/q PRIVACY & CONFIDENTIALITY NOTICE: The information in this facsimile is intended for the named recipient(s) only. It may contain privileged and confidential information. It you have received this facsimile message in error, please notify us immediately toll free at 1-888- 228 -9866 and retum the original to the Buxton company by mail. We will reimburse you for postage. Do not copy or disclose the contents to anyone. Thank you. 05/05/2002 11:12 18173223686 Braxton' c o rn p a n y May 1, 2002 Mr. Joseph Vining Director City of Round Rock 101 East Old Settlers Blvd. Suite 200 Round Rock, TX 78664 DESCRIPTION AMOUNT Professional Services Fee for: INVOICE # 708 - R - 1 1 50% Fee for Phase 1 Development for City of Round Rock, Texas TOTAL AMOUNT DUE $ 10,000.00 $ 10,0 9.00 Terms: The 1' ($10,000) is due upon execution of the agreement and project commencement. The 2 °a 50% ($10,000) is due upon project completion. Thank You! Please remit to: The Buxton Company 2651 South Polaris Drive Fort Worth, Texas 76137-4479 Phone: 817- 332 -3681 TAX 1D # 75- 2541014 PAGE 02 DATE: SUBJECT: ITEM: Resource: History: Outside Resources: ImpactBenefit: Public Comment: Sponsor: March s, 2002 City Council Meeting —March 14, 2002 13.C.2. Consider a resolution authorizing the Mayor to execute a Consulting Agreement for Professional Services for Retail Trade Assessment with The Cornerstone Group and The Buxton Company for an assessment of the retail trade potential of Round Rock. Joe Vining, Planning Director With the increased importance of diversifying our tax base, staff is recommending that we contract with Comerstone and Buxton for Phase I (only) of their Community ID study. Phase I is an assessment of the retail trade in the City of Round Rock. This assessment will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will determine the opportunities for additional retail trade. Funding: Cost: $20,000 plus travel and miscellaneous expenses not to exceed $1,000. Source of Funds: Self Financed General Construction The Buxton Company and The Cornerstone Group The study will produce a map of the potential retail zones with household density, graphs of household profiles, and a list of potential retailers with graphical representation of their core customers compared to the community's household profile. None required. Planning and Community Development Department CITY OF ROUND ROCK CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES FOR RETAIL TRADE ASSESSMENT THIS AGREEMENT for professional services for assessment of retail trade potential ( "Agreement ") is made by and between the City of Round Rock, a Texas home rule municipal corporation, whose offices are located at 221 East Main Street, Round Rock, Texas 78664 -5299, ( "City ") and The Cornerstone Group and The Buxton Company ( "Consultants "), whose offices are located at 2651 South Polaris Drive, Fort Worth, Texas 76137 -4479. WHEREAS, City has determined that there is a need for research that will produce critical fact -based information and marketing packages that can be used by City to proceed with the attraction and expansion of the retail and commercial sectors; and WHEREAS, City desires to contract for professional services for such market research services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: RECITALS: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by every party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. The term of this Agreement shall be for twelve (12) months beginning from the effective date hereof. It is expressly acknowledged by and between the parties hereto that work shall begin within seven (7) calendar days of execution of this Agreement. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or may elect to continue with the next deliverable or phase. 1 1.02 PAYMENT FOR PHASE I In consideration for the professional services to be performed by Consultants, City agrees to pay Consultants a not -to- exceed total sum of Twenty Thousand and No /100 Dollars ($20,000.00) for Phase I "Retail Trade Assessment," in accordance with this fixed -fee Agreement. In addition, City agrees to pay specified expenses only as enumerated on Exhibit A attached hereto and made a part hereof for all purposes. Consultants' compensation for professional services shall not exceed, without written consent, the amounts indicated in this Agreement and exhibits. City shall pay, strictly within the confines of the not -to- exceed sum recited herein, Consultants' professional fees for work done on behalf of City. City shall pay the actual expenses of necessary pre- approved travel associated with this Agreement, but City shall not pay any markup for travel expenses. 1.03 TERMS OF PAYMENT To receive payment, Consultants shall prepare and submit a detailed invoice to City for services rendered. If City has any dispute with work performed, then City shall notify Consultants within thirty (30) days after receipt of invoice. In the event of any dispute regarding the work performed, then and in that event Consultants shall either (a) satisfactorily re- perform the disputed services or (b) provide City with an appropriate credit. 1.04 OBJECTIVES AND SCOPE OF WORK Consultants contract to work with City to conduct and complete a retail trade assessment in the City of Round Rock which will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will be conducted and completed to determine the opportunities for additional retail trade. In this Agreement, the term "retail" also includes restaurants. Objectives and Scope of Work: Consultants agree to provide, by way of inclusion but not limitation, the following services: PHASE I - RETAIL TRADE ASSESSMENT A. Analysis of potential retail zones to include: • Identification of potential retail zones • Analysis of the viability for commercial retail at each identified zone 2 B. Analysis of households to include: • Geocode all households in the zones identified above • Determine and analyze demographics of such households • Determine and analyze psychographics of such households • Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of the zones identified D. Deliverables • Research Report including: • Map of potential retail zones with household density • Graph of household profiles of each zone identified • List of potential retailers with graphical representation of their core customers compared to community's household profile 1.05 REQUIRED REPORTS Consultants agree to provide City with a detailed final written report, together with all information gathered during the course of the project. Additionally, Consultants agree to provide City and City's invited participants with an oral presentation of such detailed final written report, at City's designation and at no additional cost to City. 1.06 LIMITATION TO SCOPE OF WORK Consultants and City agree that the scope of work to be performed is enumerated in Section 1.04 herein. Notwithstanding anything in this Agreement to the contrary, all parties agree that City retains absolute discretion and authority for all funding decisions, such decisions to be based solely on criteria accepted by City which may be influenced by but not be dependent on Consultants' work. 1.07 OBLIGATIONS OF CITY City shall assist Consultants by providing the following: 3 A. Project Liaison B. Materials and Reports (all to be returned to City at completion of project) • Economic planning analysis, community visioning or future studies • Current zoning map C. • Designate a local Project Manager who will interface with the Comerstone Group during the course of the project • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years • List (and physical location on map) of up to three sites or areas to be analyzed for desirability for retail or shopping center development after completion of Phase I • List (and physical location on map) of all shopping centers or malls in the city or extraterritorial jurisdiction • List (and physical location on map) of all major national retailers in the city or extraterritorial jurisdiction • List of any shopping centers or national retailers that have purchased property but have not opened, along with indication if project is under construction • Economic development marketing materials currently used by the community • Only at the specific request of Consultants, delineation of ownership of potential retail or shopping center locations Meeting room to accommodate final report session. City shall be responsible extending invitations to participants. Consultants shall be responsible for providing all briefing/presentation materials. 1.08 NON - APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Consultants a written notice of termination at the end of its then current fiscal year. 4 1.09 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultants will be made within thirty (30) days of the day on which City receives the performance, supplies, materials, equipment, and/or deliverables, or within thirty (30) days of the day on which the performance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or services, whichever is later. Consultants may charge a late fee of one percent (1 %) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. There is a bona fide dispute between City and Consultants concerning the supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 2. The terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. There is a bona fide dispute between any of the parties and subcontractors or between a subcontractor and its suppliers concerning supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 4. Invoices are not mailed to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 1.10 TERMINATION This Agreement may be terminated for any of the following conditions: 1. By City for reasons of its own, with or without cause, and not subject to the mutual consent of any other party, such written termination notice to be given to the other parties not less than thirty (30) days prior to termination. 2. By mutual agreement and consent of all parties, such agreement to be in writing. 3. By City for failure by the other party or parties to perform the services set forth herein in a satisfactory manner, such termination notice to be given in writing to the other parties. 4. By any party for failure by other party to fulfill its obligations as set forth herein. 5. By satisfactory completion of all services and obligations described herein. 5 Should City terminate this Agreement as herein provided, no fees other than fees due and payable at the time of termination shall thereafter by paid to any other party. In determining the value of the work performed by any other party prior to termination, City shall be the sole judge. Compensation for work at termination shall be based on percentage of work satisfactorily completed to that time. Should City terminate this Agreement under this Section 1.10 (1), the amount charged during the thirty (30) day notice period shall not exceed the amount charged during the preceding thirty (30) days. If any party defaults in performance of this Agreement or if City terminates this Agreement for default on the part of one of the other parties, then City shall give consideration to the actual costs incurred by the other parties in performing the work to the date of default. The cost of the work that is useable to City, the cost to City of employing another firm to complete the useable work, and other factors will affect the value to City of the work performed at the time of default. The termination of this Agreement and payment of an amount in settlement as set forth above shall extinguish all rights, duties, and obligations of City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to cancellation. 1.11 INDEPENDENT CONTRACTOR STATUS Consultants are independent contractors, and are not City's employees. Consultants' employees or subcontractors are not City's employees. This Agreement does not create a partnership, employer - employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other parties. Consultants and City agree to the following rights consistent with an independent contractor relationship: 1. Consultants have the right to perform services for others during the term hereof. 2. Consultants have the sole right to control and direct the means, manner and method by which services required by this Agreement will be performed. 3. Consultants have the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultants or their employees or subcontractors shall perform the services required hereunder, and City shall not hire, supervise, or pay any assistants to help Consultants. 5. Neither consultants nor their employees or subcontractors shall receive training from City in skills necessary to perform services required by this Agreement. 6. City shall not require Consultants or their employees or subcontractors to devote full time to performing the services required by this Agreement. 6 7. Neither Consultants nor their employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of City. 1.12 NON - SOLICITATION All parties hereto agree that they shall not directly or indirectly solicit for employment, employ, or otherwise retain staff of the others during the term of this Agreement. 1.13 CONFIDENTIALITY Any programs, data, or other materials furnished by City for use by the parties in connection with services to be performed under this Agreement shall remain the sole property of City and shall be held in confidence by the parties as set forth hereunder. All parties agree to hold all confidential information in the strictest confidence and not make any use thereof other than for the performance of this Agreement. Notwithstanding the foregoing, the parties recognize and understand that City is subject to the Texas Public Information Act and its duties run in accord therewith. 1.14 SERVICES WARRANTIES Consultants warrant that all services performed hereunder shall be performed consistent with generally prevailing professional or industry standards, and shall be performed in a professional and workmanlike manner. Consultants shall re- perform any work not in compliance with this warranty. City shall report any deficiencies in Consultants' services to Consultants in writing within one hundred twenty (120) days from successful implementation and acceptance of the work to receive warranty remedies. 1.15 INDEMNIFICATION Consultants agree to hold harmless, exempt, and indemnify City, its officers, agents, servants and employees, from and against all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, attorneys fees, and claims, and any and all other costs and fees incident to any work done as a result of this Agreement arising as a result of actions by it and its agents and subcontractors during its performance pursuant to this Agreement. 1.16 ASSIGNMENT AND DELEGATION No party may assign any rights or delegate any duties under this Agreement without the other parties' prior written approval. 1.17 LOCAL, STATE AND FEDERAL TAXES Consultants shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. City will not do the following: 7 1. Withhold FICA from Consultants' payments or make FICA payments on their behalf; 2. Make state and/or federal unemployment compensation contributions on Consultants' behalf; or 3. Withhold state or federal income tax from any of Consultants' payments. If requested, City shall provide The Cornerstone Group with a certificate from the Texas State Comptroller indicating that City is a non - profit corporation and not subject to State of Texas Sales and Use Tax. 1.18 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to the recipient's address as stated in this Agreement; or 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to The Cornerstone Group: The Cornerstone Group Attention: Bill R. Shelton, Managing Director 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to The Buxton Company The Buxton Company Attention: Harvey H. Yamagata, Vice President 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to City: City of Round Rock Attention: Robert L. Bennett, City Manager 221 East Main Street Round Rock, Texas 78664 -5299 8 AND TO: Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of City and Consultants. 1.19 APPLICABLE LAW The laws of the State of Texas shall govern this Agreement. Venue shall lie in Williamson County, Texas. 1.20 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including the exhibits listed below, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized representative for each party. This Agreement may be executed in multiple counterparts, which taken together shall be considered as one original. 1.21 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City shall select one mediator and Consultants together shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Consultants hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1 -14) or any applicable state arbitration statute. 1.22 ATTORNEY FEES City Attorney's Office Attention: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, Texas 78664 In the event that any lawsuit is brought by one party against any of the other parties in connection with this Agreement, the prevailing party shall be entitled to seek to recover its reasonable costs and reasonable attomey fees. 9 1.23 FORCE MAJEURE Notwithstanding any other provisions of this Agreement to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or a breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by any one or all of the parties. 1.24 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity of enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.25 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No purchase order or other ordering document that purports to modify or supplement the printed text of this Agreement or any schedule, exhibit or addendum shall add to or vary the terms of this Agreement. All such proposed variations or additions (whether submitted by Consultants or City) are objected to and deemed material unless properly agreed to in writing. Except for contractual obligations recited herein, no party shall be liable for any failure due to causes beyond its control. The failure of a party to exercise any right hereunder shall not operate as a waiver of said party's right to exercise such right or any other right in the future. To expedite order processing, transmitted copies are considered documents equivalent to original documents; however, City agrees to provide the other parties with one fully executed original Agreement. IN WITNESS WHEREOF, all parties have executed this Agreement on the dates hereafter indicated. 10 CITY OF ROUND ROCK, TEXAS ATTEST: By: Robert A. Stluka, Jr., Mayor Date Signed: THE CORNERSTONE GROUP By: 7 nf.A Bill R. Shelton, Managing Director Date Signed: I4 200 2 THE BUXTON COMPANY By: Harvey Y . Yamas ta, Xice President Date Signed: INlairC. G, 2 Zi 11 Christine R. Martinez, City Secretary Date Signed: ux ton company Customer/Ds' market research Fax the Buxton company 2651 South Polaris Drive Fort Worth, TX 76137 -4479 Fax #: (817) 332 -3686 To: l G� t MCWEr1,0 From: rc N/ 1 c.t, l R f Fax: 51 Z - 21g_ 3 2 s Co Pages: (Including cover sheet) Date: 1/1/\(j ( , (D 2._LTLU 2— Phone: 817- 332 -3681 Re: Cr_T", CC : ❑ Urgent ❑ For Review ❑ Please Comment ❑ Please Reply ❑ Please Recycle ,LC-& r e -Tsa S PRIVACY & CONFIDENTIALITY NOTICE: The information in this facsimile is intended for the named recipient(s) only. It may contain privileged and confidential information. If you have received this facsimile message in error, please notify us immediately toll free at 1 -888- 228 -9866 and retum the original to the Buxton company by mail. We will reimburse you for postage. Do not copy or disclose the contents to anyone. Thank you FROM : CITY OF ROUND ROCK, TEXAS ATTEST: By: Robert A. Stluka, Jr., Mayor Date Signed: THE CORNERSTONE GROUP By: Bill R. Shelton, Managin Dir Date Signed: , �/7 THE BUXTON COMPANY FAX N0. : By: Harvey H. Ya nagata, Vice President Date Signed: 11 Mar. 07 2002 01:51PM P2 Christine R. Martinez, City Secretary Date Signed: CkAJ .AJD 3 - -o�a FROM 1 To: FROM: DATE: RE: Joe Vining /Vicki Moreno Nancy Ratcliff for Bill R. Shelton March 7, 2002 Email. Request Total pages including cover: 2 Joe, FAX NO. : Mar. 07 2002 01:50PM P1 FAX TRANSMITTAL As we discussed earlier this week, Bill is out of the office until tomorrow. He told me to sign the following and send it as requested. Bill and Harvey will get together tomorrow to execute the original and FedEx it to you. The Cornerstone Group ■ 306 W. 7` Street, Suite 401 • Fort Worth, TX 76102 Telephone: 817/332 -8906 • Fax: 817.332.5044 03/07/2002 13:54 FAX 218 3286 Round Rock Planning 1001 RECEPTION OK * * * * * * * * * * * * * * * * * * * ** * ** RX REPORT * ** * * * * * * * * * * * * * * ** * * * ** TX /RX NO 6538 CONNECTION TEL SL'BADDRESS CONNECTION ID ST. TIME 03/07 13:53 USAGE T 01'02 PCS. 2 RESULT OK 03/06/2002 17:37 18173323686 PAGE 02 CITY OF ROUND ROCK, TEXAS ATTEST: By: Robert A. Stluka, Jr., Mayor Date Signed: THE CORNERSTONE GROUP By: Bill R. Shelton, Managing Director Date Signed: THE BUXTON CONIPANY By . Harvey . )(mpg lzta, yice President Date Signed: PAO./ G Ni , 2cro 7i Christine R. Martinez, City Secretary Date Signed: 03x'' 06:'2002 17:37 18173323686 Bu xton c o m p a n y CustomerlD'" 7narket research Fax M ) Fax: Z 21 g_ Date: V v \Q ( 1Q ✓li.�� Pages: (Including cover sheet) Phone 817-332-3681 From: e U CC: the Buxton Mightily 2651 South Polaris Drive Fort Worth, TX 76137-4479 Fax Jt' (817) 332 -3686 ❑ Urgent ❑ For Review ❑ Please Comment ❑ Please Reply ❑ Please Recycle PRIVACY 8 CONFIDENTIALITY NOTICE: The information in this facsimile is Intended for the named recipient(s) only. It may contain privileged and confidential information. If you have received this facsimile message In error, please notify us immediately toll free 81 1- 888 - 228 -9866 and return the original to the Buxton company by mail. We will reimburse you for postage. Do not copy or disclose the contents to anyone. Thank you PAGE 01 03/06/2002 18:23 FAX 218 3286 Round Rock Planning [U 0 0 RECEPTION OK * * * * * * * * * * * * * * * * * * * ** * ** RX REPORT * ** * * * * * * * * * * * * * * * * * * * ** T\ /RX NO 6530 CONNECTION TEL 18173323686 SUBADDRESS CONNECTION ID ST. TIME 03/06 18:22 USAGE T 00'54 PCS. 2 RESULT OK CITY OF ROUND ROCK CONSULTING AGREEMENT FOR PROFESSIONAL SERVICES FOR RETAIL TRADE ASSESSMENT THIS AGREEMENT for professional services for assessment of retail trade potential ( "Agreement ") is made by and between the City of Round Rock, a Texas home rule municipal corporation, whose offices are located at 221 East Main Street, Round Rock, Texas 78664 -5299, ( "City ") and The Cornerstone Group and The Buxton Company ( "Consultants "), whose offices are located at 2651 South Polaris Drive, Fort Worth, Texas 76137 -4479. RECITALS: WHEREAS, City has determined that there is a need for research that will produce critical fact -based information and marketing packages that can be used by City to proceed with the attraction and expansion of the retail and commercial sectors; and WHEREAS, City desires to contract for professional services for such market research services; and WHEREAS, the parties desire to enter into this Agreement to set forth in writing their respective rights, duties and obligations hereunder; NOW, THEREFORE, WITNESSETH: That for and in consideration of the mutual promises contained herein and other good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, it is mutually agreed between the parties as follows: 1.01 EFFECTIVE DATE, DURATION, AND TERM This Agreement shall be effective on the date this Agreement has been signed by every party hereto, and shall remain in full force and effect unless and until it expires by operation of the term indicated herein, or is terminated or extended as provided herein. hereof. The term of this Agreement shall be for twelve (12) months beginning from the effective date It is expressly acknowledged by and between the parties hereto that work shall begin within seven (7) calendar days of execution of this Agreement. City reserves the right to review the project at any time, including at the end of any deliverable or phase, and may elect to terminate the project with or without cause or may elect to continue with the next deliverable or phase. n d ,\CORK \gJ \gerteraI \OW22J24 WPDrjkg 1 ux.+CT\ L-D. C- y 1.02 PAYMENT FOR PHASE I In consideration for the professional services to be performed by Consultants, City agrees to pay Consultants a not -to- exceed total sum of Twenty Thousand and No /100 Dollars ($20,000.00) for Phase I "Retail Trade Assessment," in accordance with this fixed -fee Agreement. In addition, City agrees to pay specified expenses only as enumerated on Exhibit A attached hereto and made a part hereof for all purposes. Consultants' compensation for professional services shall not exceed, without written consent, the amounts indicated in this Agreement and exhibits. City shall pay, strictly within the confines of the not -to- exceed sum recited herein, Consultants' professional fees for work done on behalf of City. City shall pay the actual expenses of necessary pre - approved travel associated with this Agreement, but City shall not pay any markup for travel expenses. 1.03 TERMS OF PAYMENT To receive payment, Consultants shall prepare and submit a detailed invoice to City for services rendered. If City has any dispute with work performed, then City shall notify Consultants within thirty (30) days after receipt of invoice. In the event of any dispute regarding the work performed, then and in that event Consultants shall either (a) satisfactorily re- perform the disputed services or (b) provide City with an appropriate credit. 1.04 OBJECTIVES AND SCOPE OF WORK Consultants contract to work with City to conduct and complete a retail trade assessment in the City of Round Rock which will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will be conducted and completed to determine the opportunities for additional retail trade. In this Agreement, the teen "retail" also includes restaurants. Objectives and Scope of Work: Consultants agree to provide, by way of inclusion but not limitation, the following services: PHASE I - RETAIL TRADE ASSESSMENT A. Analysis of potential retail zones to include: • Identification of potential retail zones • Analysis of the viability for commercial retail at each identified zone 2 B. Analysis of households to include: • Geocode all households in the zones identified above • Determine and analyze demographics of such households • Determine and analyze psychographics of such households • Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of the zones identified D. Deliverables • Research Report including: • Map of potential retail zones with household density • Graph of household profiles of each zone identified 1.05 REQUIRED REPORTS Consultants agree to provide City with a detailed final written report, together with all information gathered during the course of the project. Additionally, Consultants agree to provide City and City's invited participants with an oral presentation of such detailed final written report, at City's designation and at no additional cost to City. • List of potential retailers with graphical representation of their core customers compared to community's household profile 1.06 LIMITATION TO SCOPE OF WORK Consultants and City agree that the scope of work to be performed is enumerated in Section 1.04 herein. Notwithstanding anything in this Agreement to the contrary, all parties agree that City retains absolute discretion and authority for all funding decisions, such decisions to be based solely on criteria accepted by City which maybe influenced by but not be dependent on Consultants' work. 1.07 OBLIGATIONS OF CITY City shall assist Consultants by providing the following: 3 A. Project Liaison • Designate a local Project Manager who will interface with the Cornerstone Group during the course of the project B. Materials and Reports (all to be returned to City at completion of project) • Economic planning analysis, community visioning or future studies • Current zoning map • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years • List (and physical location on map) of up to three sites or areas to be analyzed for desirability for retail or shopping center development after completion of Phase I • List (and physical location on map) of all shopping centers or malls in the city or extraterritorial jurisdiction • List (and physical location on map) of all major national retailers in the city or extraterritorial jurisdiction • List of any shopping centers or national retailers that have purchased property but have not opened, along with indication if project is under construction • Economic development marketing materials currently used by the community • Only at the specific request of Consultants, delineation of ownership of potential retail or shopping center locations C. Meeting room to accommodate final report session. City shall be responsible for extending invitations to participants. Consultants shall be responsible for providing all briefing/presentation materials. 1.08 NON - APPROPRIATION AND FISCAL FUNDING This Agreement is a commitment of City's current revenues only. It is understood and agreed that City shall have the right to terminate this Agreement at the end of any City fiscal year if the governing body of City does not appropriate funds sufficient to purchase the services as determined by City's budget for the fiscal year in question. City may effect such termination by giving Consultants a written notice of termination at the end of its then current fiscal year. 4 1.09 PROMPT PAYMENT POLICY In accordance with Chapter 2251, V.T.C.A., Texas Government Code, payment to Consultants will be made within thirty (30) days of the day on which City receives the performance, supplies, materials, equipment, and /or deliverables, or within thirty (30) days of the day on which the performance of services was complete, or within thirty (30) days of the day on which City receives a correct invoice for the performance and/or deliverables or services, whichever is later. Consultants may charge a late fee of one percent (1 %) for payments not made in accordance with this prompt payment policy; however, this policy does not apply to payments made by City in the event: 1. There is a bona fide dispute between City and Consultants concerning the supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 2. The terms of a federal contract, grant, regulation, or statute prevent City from making a timely payment with federal funds; or 3. There is abona fide dispute between any of the parties and subcontractors or between a subcontractor and its suppliers conceming supplies, materials, or equipment delivered or the services performed which causes the payment to be late; or 4. Invoices are not mailed to City in strict accordance with instructions, if any, on the purchase order or the Agreement or other such contractual agreement. 1.10 TERMINATION This Agreement may be terminated for any of the following conditions: 1. By City for reasons of its own, with or without cause, and not subject to the mutual consent of any other party, such written termination notice to be given to the other parties not less than thirty (30) days prior to termination. 2. By mutual agreement and consent of all parties, such agreement to be in writing. 3. By City for failure by the other party or parties to perform the services set forth herein in a satisfactory manner, such termination notice to be given in writing to the other parties. 4. By any party for failure by any other party to fulfill its obligations as set forth herein. 5. By satisfactory completion of all services and obligations described herein. 5 Should City terminate this Agreement as herein provided, no fees other than fees due and payable at the time of termination shall thereafter by paid to any other party. In determining the value of the work performed by any other party prior to termination, City shall be the sole judge. Compensation for work at termination shall be based on percentage of work satisfactorily completed to that time. Should City terminate this Agreement under this Section 1.10 (1), the amount charged during the thirty (30) day notice period shall not exceed the amount charged during the preceding thirty (30) days. If any party defaults in performance of this Agreement or if City terminates this Agreement for default on the part of one of the other parties, then City shall give consideration to the actual costs incurred by the other parties in performing the work to the date of default. The cost of the work that is useable to City, the cost to City of employing another firm to complete the useable work, and other factors will affect the value to City of the work performed at the time of default. The termination of this Agreement and payment of an amount in settlement as set forth above shall extinguish all rights, duties, and obligations of City and the terminated party to fulfill contractual obligations. Termination under this section shall not relieve the terminated party of any obligations or liabilities which occurred prior to cancellation. 1.11 INDEPENDENT CONTRACTOR STATUS Consultants are independent contractors, and are not City's employees. Consultants' employees or subcontractors are not City's employees. This Agreement does not create a partnership, employer- employee, or joint venture relationship. No party has authority to enter into contracts as agent for the other parties. Consultants and City agree to the following rights consistent with an independent contractor relationship: 1. Consultants have the right to perform services for others during the term hereof. 2. Consultants have the sole right to control and direct the means, manner and method by which services required by this Agreement will be performed. 3. Consultants have the right to hire assistants as subcontractors, or to use employees to provide the services required by this Agreement. 4. Consultants or their employees or subcontractors shall perform the services required hereunder, and City shall not hire, supervise, or pay any assistants to help Consultants. 5. Neither consultants nor their employees or subcontractors shall receive training from City in skills necessary to perform services required by this Agreement. 6. City shall not require Consultants or their employees or subcontractors to devote full time to performing the services required by this Agreement. 6 7. Neither Consultants nor their employees or subcontractors are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of City. 1.12 NON - SOLICITATION All parties hereto agree that they shall not directly or indirectly solicit for employment, employ, or otherwise retain staff of the others during the term of this Agreement. 1.13 CONFIDENTIALITY Any programs, data, or other materials furnished by City for use by the parties in connection with services to be performed under this Agreement shall remain the sole property of City and shall be held in confidence by the parties as set forth hereunder. All parties agree to hold all confidential information in the strictest confidence and not make any use thereof other than for the performance of this Agreement. Notwithstanding the foregoing, the parties recognize and understand that City is subject to the Texas Public Information Act and its duties run in accord therewith. 1.14 SERVICES WARRANTIES Consultants warrant that all services performed hereunder shall be performed consistent with generally prevailing professional or industry standards, and shall be performed in a professional and workmanlike manner. Consultants shall re- perform any work not in compliance with this warranty. City shall report any deficiencies in Consultants' services to Consultants in writing within one hundred twenty (120) days from successful implementation and acceptance of the work to receive warranty remedies. 1.15 INDEMNIFICATION Consultants agree to hold harmless, exempt, and indemnify City, its officers, agents, servants and employees, from and against all suits, actions, legal proceedings, demands, costs, expenses, losses, damages, attorneys fees, and claims, and any and all other costs and fees incident to any work done as a result of this Agreement arising as a result of actions by it and its agents and subcontractors during its performance pursuant to this Agreement. 1.16 ASSIGNMENT AND DELEGATION No party may assign any rights or delegate any duties under this Agreement without the other parties' prior written approval. 1.17 LOCAL, STATE AND FEDERAL TAXES Consultants shall pay all income taxes, and FICA (Social Security and Medicare taxes) incurred while performing services under this Agreement. City will not do the following: 7 1. Withhold FICA from Consultants' payments or make FICA payments on their behalf; 2. Make state and/or federal unemployment compensation contributions on Consultants' behalf; or 3. Withhold state or federal income tax from any of Consultants' payments. If requested, City shall provide The Cornerstone Group with a certificate from the Texas State Comptroller indicating that City is a non -profit corporation and not subject to State of Texas Sales and Use Tax. 1.18 NOTICES All notices and other communications in connection with this Agreement shall be in writing and shall be considered given as follows: 1. When delivered personally to the recipient's address as stated in this Agreement; or 2. Three (3) days after being deposited in the United States mail, with postage prepaid to the recipient's address as stated in this Agreement. Notice to The Cornerstone Group: The Cornerstone Group Attention: Bill R. Shelton, Managing Director 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to The Buxton Company The Buxton Company Attention: Harvey H. Yamagata, Vice President 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 Notice to City: City of Round Rock Attention: Robert L. Bennett, City Manager 221 East Main Street Round Rock, Texas 78664-5299 8 AND TO: City Attomey's Office Attention: Stephan L. Sheets, City Attorney 309 East Main Street Round Rock, Texas 78664 Nothing contained in this section shall be construed to restrict the transmission of routine communications between representatives of City and Consultants. 1.19 APPLICABLE LAW The laws of the State of Texas shall govem this Agreement. Venue shall lie in Williamson County, Texas. 1.20 EXCLUSIVE AGREEMENT The terms and conditions of this Agreement, including the exhibits listed below, constitute the entire agreement between the parties and supersede all previous communications, representations, and agreements, either written or oral, with respect to the subject matter hereof. No modifications of this Agreement will be binding on any of the parties unless acknowledged in writing by the duly authorized representative for each party. This Agreement may be executed in multiple counterparts, which taken together shall be considered as one original. 1.21 DISPUTE RESOLUTION If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually selected mediator. If the parties cannot agree on a mediator, City shall select one mediator and Consultants together shall select one mediator and those two mediators shall agree upon a third mediator. Any costs and fees, other than attorney fees, associated with the mediation shall be shared equally by the parties. City and Consultants hereby expressly agree that no claims or disputes between the parties arising out of or relating to this Agreement or a breach thereof shall be decided by any arbitration proceeding, including without limitation, any proceeding under the Federal Arbitration Act (9 USC Section 1 -14) or any applicable state arbitration statute. 1.22 ATTORNEY FEES In the event that any lawsuit is brought by one party against any of the other parties in connection with this Agreement, the prevailing party shall be entitled to seek to recover its reasonable costs and reasonable attorney fees. 9 1.23 FORCE MAJEURE Notwithstanding any other provisions of this Agreement to the contrary, no failure, delay or default in performance of any obligation hereunder shall constitute an event of default or a breach of this Agreement, only to the extent that such failure to perform, delay or default arises out of causes beyond control and without the fault or negligence of the party otherwise chargeable with failure, delay or default; including but not limited to acts of God, acts of public enemy, civil war, insurrection, riots, fires, floods, explosion, theft, earthquakes, natural disasters or other casualties, strikes or other labor troubles, which in any way restrict the performance under this Agreement by any one or all of the parties. 1.24 SEVERABILITY The invalidity, illegality, or unenforceability of any provision of this Agreement or the occurrence of any event rendering any portion of provision of this Agreement void shall in no way affect the validity of enforceability of any other portion or provision of this Agreement. Any void provision shall be deemed severed from this Agreement, and the balance of this Agreement shall be construed and enforced as if this Agreement did not contain the particular portion of provision held to be void. The parties further agree to amend this Agreement to replace any stricken provision with a valid provision that comes as close as possible to the intent of the stricken provision. The provisions of this Article shall not prevent this entire Agreement from being void should a provision which is of the essence of this Agreement be determined void. 1.25 GENERAL AND MISCELLANEOUS The section numbers and headings contained herein are provided for convenience only and shall have no substantive effect on construction of this Agreement. No purchase order or other ordering document that purports to modify or supplement the printed text of this Agreement or any schedule, exhibit or addendum shall add to or vary the terms of this Agreement. All such proposed variations or additions (whether submitted by Consultants or City) are objected to and deemed material unless properly agreed to in writing. Except for contractual obligations recited herein, no party shall be liable for any failure due to causes beyond its control. The failure of a party to exercise any right hereunder shall not operate as a waiver of said party's right to exercise such right or any other right in the future. To expedite order processing, transmitted copies are considered documents equivalent to original documents; however, City agrees to provide the other parties with one fully executed original Agreement. IN WITNESS WHEREOF, all parties have executed this Agreement on the dates hereafter indicated. 10 CITY OF ROUND ROCK, TEXAS ATTEST: By: Robert A. Stluka, Jr., Mayor Date Signed: THE CORNERSTONE GROUP By: Bill R. Shelton, Managing Director Date Signed: THE BUXTON COMPANY By: Harvey H. Yamagata, Vice President Date Signed: 11 Christine R. Martinez, City Secretary Date Signed: • Meals, not to exceed City's travel per diem. • Lodging. • Telephone, fax, online and telegraph charges. • Postage and courier services. • Printing and reproduction. Up to amaximum cap of $1,000.00, City shall reimburse Consultants at actual cost for the following expenses that are directly attributable to authorized work performed under this Agreement: • Travel expenses other than normal commuting, including airfares, rental vehicles, and highway mileage in company or personal vehicles at $0.31 cents per mile. All travel must be approved by City prior to incurring travel expenses. -.. wD N WORLDOX, O. AmovcoawarvuOEHenwvwnu35S.WPIYAg Exhibit A Expenses • The Buxton company and The Cornerstone Group Community /Ds' Proposal presented to: City of Round Rock February 8, 2002 Prepared by: Bill Shelton and Harvey Yamagata Expiration Date: March 8, 2002 • • TIE (V_FiNIIRSIONE GROUP TABLE OF CONTENTS Executive Overview 2 Scope of Services B company Phase 1 Retail Trade Assessment 3 Phase II Retail Site Selection Tenant Analysis - - - Retail Recruitment Package 6 Fee and Delivery Schedule Sponsor Requirements Signature Page 7 8 9 • THE (CRONE GROUP EXECUTIVE OVERVIEW the Buxton company The Comerstone Group and the Buxton company are pleased to present this proposal to the City of Round Rock. The objective of this proposal is to outline the scope of the research that will produce critical fact -based information and marketing packages that can be used by City of Round Rock to proceed with the attraction and expansion of the retail and commercial sectors. In this proposal, the term "retail" also includes restaurants. In Phase I, we will complete an assessment of the retail trade in City of Round Rock. This assessment will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will determine the opportunities for additional retail trade. - In Phase II, based on the initial analysis that identified up to three potential zones, the City of Round Rock will select one zone and provide up to three available sites within this zone for further analysis. Drive time trade areas will be developed from these sites and the households within these areas will be profiled. These profiles will be compared with retailers' customer profiles. A score sheet will be developed ranking potential retail tenants based on these profiles, household density, and cannibalization to existing retail. This research will be used to create retail recruitment packages to be used to attract potential tenants. The marketing package will show the retailer that the households in the trade area match their preferred customer profile. The marketing package will also include comparisons to existing retail centers with household profiles similar to the new center, reinforcing the new center as an opportunity for opening a successful unit. These materials address specific retailers and can also be used to attract developers to this project. The Comerstone Group and the Buxton company provide market research services and economic development consultation and do not provide engineering services to determine the suitability of the environment, topography or infrastructure requirements. We are pleased to present the following outline of the scope of this project for your consideration. We look forward to your response. 2 • kORNERSIONIE GROUP COPE OF SERVICES PHASE I - RETAIL TRADE ASSESSMENT A. Analysis of potential retail zones to include: • Identification of potential retail zones the Bun co mp any • Analysis of the viability for commercial retail at each identified zone B. Analysis of households • Geocode all households in the zones identified above • Determine and analyze demographics of these households • Determine and analyze psychographics of these households • Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of these zones D. Deliverables • Research Report including: • Map of potential retail zones with household density • Graph of household profiles of each zone identified • List of potential retailers with graphical representation of their core customers compared to community's household profile 3 • THE kOORNITS 'ON]E GROUP SCOPE OF SERVICES B company PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS A. Analysis of potential retail center sites within one of the zones analyzed in Phase I above, to consist of the following: • Demographic and psychographic profile of households around each of these sites. • Identification of core customers. • Population density of these core prospective customers. Key issue: In conjunction with the Cornerstone Group and the Buxton company, the City of Round Rock will select up to 3 sites within the selected zone for analysis. B. Drive Time Trade Area • Develop comprehensive Drive Time Trade Area around each potential site. C. Tenant selection and analysis • Identification of retailers with customer profiles similar to the household profiles within the Drive Time Trade area determined in section B above. • Analyze the effect of sales transfer (cannibalization) by stores of the same retailer in nearby communities, if applicable. • Develop a Retailer Score Sheet indicating sites' attractiveness measuring profiles, population density and distance to competitors and units of the same retailer. 4 • Cs1oN1E GROUP SCOPE OF SERVICES B company PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS continued D. Analysis of existing similar retail centers These retail centers may or may not be in neighboring communities and will be selected based on the similarity of the households surrounding these centers as compared to the households profiled surrounding the proposed site. This will better identify retailers that can be successful at this site and will supplement the profile - - -- information when marketing to these retailers. E. Deliverables Research report to include: • Trade Area Polygons overlayed on map • Household Profile by Trade Area(s) • Retailer Score Sheet • Similar Retail Center Household Profiles 5 • THE 011114IDEISIDNIE GROUP SCOPE OF SERVICES PHASE II continued - RETAIL RECRUITING PACKAGE A. Marketing Binder B. Retailer Specific Marketing Package C. Deliverables B company We will prepare a Marketing Binder that can be used to market to potential tenants. This binder will indicate the retail potential that is determined in the analysis. Marketing Binders are intended to identify the best tenant mix for the proposed retail center based on the population contained in the established Trade Area. The binder will identify the top retail businesses and will include information to enable the retailer to determine the suitability of this retail center for their - retail concept. The Marketing Binder to include: • Property Description and Trade Area map • Trade Area description • Overall maps with Trade Area and competition • Psychographic Trade Area household profile and summaries • Demographic summaries and graphs illustrating the Trade Area • Demographic maps • Recommended retailers with operating names, addresses, telephone numbers, key executives to contact and retail classification These packages will be used to market the community to the prospective retail tenant and will include items from the Marketing Binder in above A. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this site. • One (1) copy of the Marketing Binder • Additional copies of the Marketing Binder @ $200 each • One (1) copy of a retailer specific marketing package for each targeted retail tenant, up to 25 tenants • Additional copies of the retailer specific package @ $100 each 6 • CRICRSIPON]E GROUP FEE SCHEDULE FEE FOR SERVICES. In consideration for services rendered by the Cornerstone Group and the Buxton company, the City of Round Rock agrees to pay the Buxton company the pre- approved, actual cost of travel and related out -of- pocket expenses not to exceed $1,000 incurred in connection with services performed under this agreement in net ten (10) days. Fees associated with the CommunitylD program and its related processes are as below: Phase I Retail Trade Assessment $20,000 Phase II Retail Site Selection and Tenant Analysis And Retailer Specific Recruitment Package $40.000 Total Cost $60,000 Phase I may be contracted separately from Phases II. the Buxton company A fee equal to 50% of the total is due upon execution of this Agreement. The balance will be due upon delivery of the results of this proposal. Estimated time of completion: Phase I - 30 business days from the execution of this agreement. Phase II - 60 business days after Phase I is completed, instructions are received to proceed with Phase II, and the agreement for Phase II is executed. 7 • (RNIIDRSTONE GROUP SPONSOR REQUIREMENTS Bu xton c o m p a n y PROJECT REQUIREMENTS FOR SPONSOR In order to complete the CommunitylD project in the time schedule presented, the following must be provided by the City of Round Rock. A. Project Liaison • Designate a local Project Manager who will interface with the Cornerstone Group during the course of the project. B. Provide the following materials or reports (all materials will be returned at the completion of the project) • Economic planning analysis, community visioning or future studies. • Current zoning map. • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years. • List and locate on map, up to three sites or areas to be analyzed for desirability for retail or shopping center development after the completion of Phase I. • List and locate on map all shopping centers or malls in the city or ETJ. • List and locate on map all major national retailers in the city or ETJ. • List of any shopping center or national retailers that have purchased property, but not opened. Indicate if project is under construction. • Economic development marketing materials currently used by the community. • Ownership of potential retail or shopping center locations may be required. Do not provide unless specifically requested. C. Meeting room to accommodate final report session. The sponsor is responsible for extending invitations to participants. The Cornerstone Group and the Buxton company will provide all briefing/presentation materials. R • ClltPi'oNE GROUP SIGNATURE PAGE This agreement is between the City of Round Rock, the Cornerstone Group and the Buxton company ( "the Parties ") for the performance of services described in this proposal. The Parties further agree that an independent contractor /employer relationship is created as a result of this agreement. The Cornerstone Group and the Buxton company will not be considered an agent or employee of the City of Round Rock for any purpose. The term of this agreement is one (1) year. This agreement may be terminated by either party at any time upon written notice of 30 days. If this agreement is terminated, the Cornerstone Group and the Buxton company will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, the City of Round Rock may be required to provide the Cornerstone Group with a certificate from the State Comptroller indicating that it is a non - profit corporation and not subject to State of Texas Sales and Use Tax. This agreement is for services rendered under (initial selection): Phase I only Phases I and II Name Title (Signature) City of Round Rock Agreed and accepted this day of , 2002. Bill R. Shelton Managing Director The Cornerstone Group Harvey H. Yamagata Vice President the Buxton company Buxton company 9 Retail Site Evaluation Drive Time Analysis Competition Analysis Customized Presentation Materials BitIxton Fb»1779ciriTy CustomerlEr 2( South PLAarts 1)1 Fort FcvK 2 MS1 toll 1:1•188. s17 332 30sh alls11.2p 1 I\toI1Lcom Chtiitc: hup: mo, 1 0:N office: .Anilvolis. \1J) The Buxton company and The Cornerstone Group Community /Ds" Proposal presented to: City of Round Rock February 8, 2002 Prepared by: Bill Shelton and Harvey Yamagata Expiration Date: March 8, 2002 TIIIIE CRtnsmNE GROUP TABLE OF CONTENTS Executive Overview Scope of Services Phase 1 Retail Trade Assessment B company 2 3 Phase 11 Retail Site Selection Tenant Analysis 4 Retail Recruitment Package 6 Fee and Delivery Schedule 7 Sponsor Requirements 8 Signature Page 9 ORNIERSIONE THE GROUP EXECUTIVE OVERVIEW B company The Cornerstone Group and the Buxton company are pleased to present this proposal to the City of Round Rock. The objective of this proposal is to outline the scope of the research that will produce critical fact -based information and marketing packages that can be used by City of Round Rock to proceed with the attraction and expansion of the retail and commercial sectors. In this proposal, the term "retail" also includes restaurants. In Phase I, we will complete an assessment of the retail trade in City of Round Rock. This assessment will identify distinct geographic zones of customers and retail potential. An analysis of the existing retail trade and demographic and psychographic analyses of the households in the community will determine the opportunities for additional retail trade. In Phase II, based on the initial analysis that identified up to three potential zones, the City of Round Rock will select one zone and provide up to three available sites within this zone for further analysis. Drive time trade areas will be developed from these sites and the households within these areas will be profiled. These profiles will be compared with retailers' customer profiles. A score sheet will be developed ranking potential retail tenants based on these profiles, household density, and cannibalization to existing retail. This research will be used to create retail recruitment packages to be used to attract potential tenants. The marketing package will show the retailer that the households in the trade area match their preferred customer profile. The marketing package will also include comparisons to existing retail centers with household profiles similar to the new center, reinforcing the new center as an opportunity for opening a successful unit. These materials address specific retailers and can also be used to attract developers to this project. The Cornerstone Group and the Buxton company provide market research services and economic development consultation and do not provide engineering services to determine the suitability of the environment, topography or infrastructure requirements. We are pleased to present the following outline of the scope of this project for your consideration. We look forward to your response. 2 THE OR.� NE SCOPE OF SERVICES PHASE I - RETAIL TRADE ASSESSMENT B company A. Analysis of potential retail zones to include: • Identification of potential retail zones • Analysis of the viability for commercial retail at each identified zone B. Analysis of households • Geocode all households in the zones identified above • Determine and analyze demographics of these households • Determine and analyze psychographics of these households • Segment and profile all households in each of the zones identified C. Identification of retailers interested in these customers • Research data to find retailers whose preferred core customers most closely resemble household profiles for each of these zones D. Deliverables • Research Report including: • Map of potential retail zones with household density • Graph of household profiles of each zone identified • List of potential retailers with graphical representation of their core customers compared to community's household profile 3 THE CANE SCOPE OF SERVICES B c o m p any PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS A. Analysis of potential retail center sites within one of the zones analyzed in Phase I above, to consist of the following: • Demographic and psychographic profile of households around each of these sites. • Identification of core customers. • Population density of these core prospective customers. Key issue: In conjunction with the Cornerstone Group and the Buxton company, the City of Round Rock will select up to 3 sites within the selected zone for analysis. B. Drive Time Trade Area • Develop comprehensive Drive Time Trade Area around each potential site. C. Tenant selection and analysis • Identification of retailers with customer profiles similar to the household profiles within the Drive Time Trade area determined in section B above. • Analyze the effect of sales transfer (cannibalization) by stores of the same retailer in nearby communities, if applicable. • Develop a Retailer Score Sheet indicating sites' attractiveness measuring profiles, population density and distance to competitors and units of the same retailer. 4 COQ TONE GROUP SCOPE OF SERVICES PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS continued D. Analysis of existing similar retail centers B company These retail centers may or may not be in neighboring communities and will be selected based on the similarity of the households surrounding these centers as compared to the households profiled surrounding the proposed site. This will better identify retailers that can be successful at this site and will supplement the profile information when marketing to these retailers. E. Deliverables Research report to include: • Trade Area Polygons overlayed on map • Household Profile by Trade Area(s) • Retailer Score Sheet • Similar Retail Center Household Profiles 5 CRNE THE SIDON GROUP SCOPE OF SERVICES PHASE II continued - RETAIL RECRUITING PACKAGE A. Marketing Binder B comp a n y We will prepare a Marketing Binder that can be used to market to potential tenants. This binder will indicate the retail potential that is determined in the analysis. Marketing Binders are intended to identify the best tenant mix for the proposed retail center based on the population contained in the established Trade Area. The binder will identify the top retail businesses and will include information to enable the retailer to determine the suitability of this retail center for their retail concept. The Marketing Binder to include: C. Deliverables • Property Description and Trade Area map • Trade Area description • Overall maps with Trade Area and competition • Psychographic Trade Area household profile and summaries • Demographic summaries and graphs illustrating the Trade Area • Demographic maps • Recommended retailers with operating names, addresses, telephone numbers, key executives to contact and retail classification B. Retailer Specific Marketing Package These packages will be used to market the community to the prospective retail tenant and will include items from the Marketing Binder in above A. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this site. • One (1) copy of the Marketing Binder • Additional copies of the Marketing Binder @ $200 each • One (1) copy of a retailer specific marketing package for each targeted retail tenant, up to 25 tenants • Additional copies of the retailer specific package @ $100 each 6 THE C�sN FEE SCHEDULE FEE FOR SERVICES In consideration for services rendered by the Cornerstone Group and the Buxton company, the City of Round Rock agrees to pay the Buxton company the pre- approved, actual cost of travel and related out -of- pocket expenses not to exceed $1,000 incurred in connection with services performed under this agreement in net ten (10) days. Fees associated with the CommunitylD program and its related processes are as below: Phase I Retail Trade Assessment $20,000 Phase II Retail Site Selection and Tenant Analysis And Retailer Specific Recruitment Package $40,000 Total Cost $60,000 Phase I may be contracted separately from Phases II. B company A fee equal to 50% of the total is due upon execution of this Agreement. The balance will be due upon delivery of the results of this proposal Estimated time of completion: Phase I - 30 business days from the execution of this agreement. Phase II- 60 business days after Phase I is completed, instructions are received to proceed with Phase 77, and the agreement for Phase II is executed. 7 'll'�-➢E CORNERSTONE SPONSOR REQUIREMENTS B company PROJECT REQUIREMENTS FOR SPONSOR In order to complete the CommunitylD project in the time schedule presented, the following must be provided by the City of Round Rock. A. Project Liaison • Designate a local Project Manager who will interface with the Cornerstone Group during the course of the project. B. Provide the following materials or reports (all materials will be returned at the completion of the project) • Economic planning analysis, community visioning or future studies. • Current zoning map. • Maps or plans for any major highway or roadway upgrade or construction planned in the next five years. • List and locate on map, up to three sites or areas to be analyzed for desirability for retail or shopping center development after the completion of Phase I. • List and locate on map all shopping centers or malls in the city or ETJ. • List and locate on map all major national retailers in the city or ETJ. • List of any shopping center or national retailers that have purchased property, but not opened. Indicate if project is under construction. • Economic development marketing materials currently used by the community. • Ownership of potential retail or shopping center locations may be required. Do not provide unless specifically requested. C. Meeting room to accommodate final report session. The sponsor is responsible for extending invitations to participants. The Cornerstone Group and the Buxton company will provide all briefing/presentation materials. 8 ktORNE RSTONE GROUP SIGNATURE PAGE 1 1 1 1 1 1 1 1 1 1 Name Title 1 City of Round Rock 1 Agreed and accepted this Bill R. Shelton ' Managing Director The Cornerstone Group 1 1 This agreement is between the City of Round Rock, the Cornerstone Group and the Buxton company ( "the Parties ") for the performance of services described in this proposal. The Parties further agree that an independent contractor /employer relationship is created as a result of this agreement. The Comerstone Group and the Buxton company will not be considered an agent or employee of the City of Round Rock for any purpose. The term of this agreement is one (1) year. This agreement may be terminated by either party at any time upon written notice of 30 days. If this agreement is terminated, the Cornerstone Group and the Buxton company will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, the City of Round Rock may be required to provide the Comerstone Group with a certificate from the State Comptroller indicating that it is a non -profit corporation and not subject to State of Texas Sales and Use Tax. This agreement is for services rendered under (initial selection): Phase I only Phases I and II (Signature) day of Harvey H. Yamagata Vice President the Buxton company , 2002. Buxton- company Communit City of Round Rock Prepared by: Expiration Date: Proposal Presented to: August 16, 2004 Joseph Fackel October 31, 2004 TABLE OF CONTENTS Executive Overview Scope of Services Phase II Retail Site Selection Tenant Analysis 3 Retail Recruiting Package 5 Fee and Delivery Schedule 6 Signature Page BT ,ton p�s r4a CommunityllY 2 7 EXECUTIVE OVERVIEW r CommunitylD® Buxton is pleased to present this proposal to the City of Round Rock. The objective of this proposal is to outline the scope of the research that will produce critical fact -based information and marketing packages that can be used by the City of Round Rock to proceed with the attraction and expansion of the retail sector. In this proposal, the term "retail" also includes restaurants. In 2002, the City of Round Rock engaged Buxton Phase I of CommunitylD. In Phase I, an assessment of the retail trade in the City of Round Rock. This assessment identified distinct geographic zones of customers and retail potential. An analysis of the existing retail product demand along with demographic and psychographic analyses of the households in the community determined the opportunities for additional retail trade. In Phase II, Buxton will further analyze the 1-35 and Chandler Road site. A drive time trade area will be developed from the site and the households profiled. This profile will be compared with the trade area profiles of locations targeted by specific retailers. Approximately twenty (20) specific retailers will be identified. The existing locations of these retailers in the region will also be analyzed to measure the household density needed by the retailer to establish a successful store. A distance study will also be conducted for each of these target retailers so that they will not negatively affect their existing stores in the same trade area. This research will be used to create retail recruitment packages to be used to attract potential tenants. The marketing package will show the retailer that the households in the trade area match the retailer's target location household profile. The marketing package will also include comparisons to existing retail centers with household profiles similar to the new center, reinforcing the new center as an opportunity for opening a successful unit. These materials address specific retailers and can also be used to attract developers to this project. Buxton provides market research services and economic development consultation and does not provide engineering services to determine the suitability of the environment, topography or infrastructure requirements. We are pleased to present the following outline of the scope of this project for your consideration. We look forward to your response. Bu` Lon 2 SCOPE OF SERVICES f Community PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS A. Analysis of a potential retail center within one of the zones analyzed in Phase I, which consists of the following: • Develop Drive Time Trade Area • Demographic and psychographic profile of households • Identification of dominant segment households. • Population density of these segments. B. Tenant selection and analysis • Identification of retailers with customer profiles similar to the household profiles within the Drive Time Trade area determined in section A above. • Analyze the effect of sales transfer (cannibalization) by stores of the same retailer in nearby communities, if applicable. • For each targeted retailer, determine the density of the retailer's dominant segment households in the trade areas around the retailer's other locations throughout the state and compare them to the community's dominant segment household density. Bu",ton 3 SCOPE OF SERVICES PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS (continued) Bw,Cp C. Analysis of existing similar retail centers re CommunitylD® These retail centers may or may not be in neighboring communities and will be selected based on the similarity of the households surrounding these centers as compared to the households profiled surrounding the proposed site. This will better identify retailers that can be successful at this site and will supplement the profile information when marketing to these retailers. D. Deliverables Research report to include: • Trade area polygons overlaid on map • Household profile by Trade Area • Household profile comparisons to specific retailer's target area profiles • Dominant segment household densities 4 SCOPE OF SERVICES PHASE II — RETAIL RECRUITING PACKAGE A. Marketing Binder B. Retailer Specific Marketing Package Bu \ton CommunityllY We will prepare a Marketing Binder that can be used to market to potential tenants. This binder will indicate the retail potential that is determined in the analysis. Marketing Binders are intended to identify the best tenant mix for the proposed retail center based on the population contained in the established Trade Area. The binder will identify the top retail businesses and will include information to enable the retailer to determine the suitability of this retail center for their retail concept. The Marketing Binder to include: • Property description and trade area map • Trade area description • Psychographic trade area household profile and summaries • Demographic summaries and graphs illustrating the trade area • Recommended retailers with operating names, addresses, telephone numbers, key executives to contact and retail classification These packages will be used to market the community to the prospective retail tenant or a retail developer and will include items from the Marketing Binder in above A. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this site. C. Deliverables • One (1) copy of the Marketing Binder • One (1) copy of a retailer specific marketing packages (approximately 20) 5 FEE SCHEDULE ri CommunitylD® FEE FOR SERVICES In consideration for services rendered by Buxton, the City of Round Rock agrees to pay Buxton the pre- approved, actual cost of travel and related out -of- pocket expenses not to exceed $2,000.00 incurred in connection with services performed under this agreement in net ten (10) days. Fees associated with the Community/D program and its related processes are as below: Phase II Retail Site Selection and Tenant Analysis And Retailer Specific Recruitment Package Total Cost 40,000.00 A $25,000 deposit is due upon execution of this Agreement and the balance of $15,000 will be due upon delivery of the results of this proposal. Additional Research Services (post analysis) The following hourly rates will apply for all services rendered outside the scope of this Agreement: CEO /President $250 /hour Executive/Senior Vice President $225/hour Vice President/Director /Manager $200/hour GIS Senior Analyst/Analyst $175/hour Administrative $50 /hour Estimated time of completion: Phase 1- 30 business days from the execution of this agreement. Phase 11- 45 business days after Phase 1 is completed. Bu -,ton 6 SIGNATURE PAGE This agreement is between the City of Round Rock and Buxton ( "the Parties ") for the performance of services described in this proposal. The Parties further agree that an independent contractor /employer relationship is created as a result of this agreement. Buxton will not be considered an agent or employee of the City of Round Rock for any purpose. The term of this agreement is one (1) year. This agreement may be terminated by either party at any time upon written notice of 30 days. If this agreement is terminated, Buxton will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, the City of Round Rock may be required to provide Buxton with a certificate from the State Comptroller indicating that it is a non - profit corporation and not subject to State of Texas Sales and Use Tax. Agreed and accepted this Joseph Vining Director of Planning & Development City of Round Rock 301 W. Bagdad, Suite 210 Round Rock, TX 78664 Phone: (512) 218 -5428 Fax: (512) 218 -3286 Buxton Joseph Fack Vice Presid (Signature) BU`a mmiFML aseomm - Central Region re CommunitylD® day of , 2004. 7 Bi Ix t onsM company IDentifying your customers...where they are...how to market to them! 2651 South Polaris Drive Fort Worth, Texas 76137 -4479 tel.: 817.332.3681 toll free: 888.2BUXTON fax: 817•332.3686 e -mail: answers @buxtonco.com website: http:/ /www.buxtonco.com 1 1 CustomerlDsM j • 1 market research Buxtbn® IDentifying Customers (NI CommunityllY 2651 South Polaris Drive Fort Worth, TX 76137 -4479 Tel: 81 7 -332 -3681 Toll Free: 888- 2BUXTON Fax: 817- 332 -3686 Web: www.buxtonco.com August 16, 2004 Joseph Vining Director of Planning & Development City of Round Rock 301 W. Bagdad, Suite 201 Round Rock, TX 78664 Dear Joe: Thanks for your time last week. Enclosed for your review is the proposal we discussed regarding the 1 -35 & Chandler Road site. This is a continuation of the Community /D study we began in 2002. I have included a loose leaf copy of the proposal — feel free to reproduce as needed. If you need anything in the interim, please let me know. Thanks and take care! Regards, Jos p Fackel Vic resident — Central Region Buxton 2651 S. Polaris Drive Fort Worth, TX 76137 Communit City of Round Rock Prepared by: Expiration Date: Proposal Presented to: August 16, 2004 Joseph Fackel October 31, 2004 TABLE OF CONTENTS Executive Overview Scope of Services Signature Page Bu -aon6 CommunityllY Phase II Retail Site Selection Tenant Analysis 3 Retail Recruiting Package 5 Fee and Delivery Schedule 6 2 7 EXECUTIVE OVERVIEW re CommunityllY Buxton is pleased to present this proposal to the City of Round Rock. The objective of this proposal is to outline the scope of the research that will produce critical fact -based information and marketing packages that can be used by the City of Round Rock to proceed with the attraction and expansion of the retail sector. In this proposal, the term "retail" also includes restaurants. In 2002, the City of Round Rock engaged Buxton Phase I of CommunitylD. In Phase I, an assessment of the retail trade in the City of Round Rock. This assessment identified distinct geographic zones of customers and retail potential. An analysis of the existing retail product demand along with demographic and psychographic analyses of the households in the community determined the opportunities for additional retail trade. In Phase II, Buxton will further analyze the 1 -35 and Chandler Road site. A drive time trade area will be developed from the site and the households profiled. This profile will be compared with the trade area profiles of locations targeted by specific retailers. Approximately twenty (20) specific retailers will be identified. The existing locations of these retailers in the region will also be analyzed to measure the household density needed by the retailer to establish a successful store. A distance study will also be conducted for each of these target retailers so that they will not negatively affect their existing stores in the same trade area. This research will be used to create retail recruitment packages to be used to attract potential tenants. The marketing package will show the retailer that the households in the trade area match the retailer's target location household profile. The marketing package will also include comparisons to existing retail centers with household profiles similar to the new center, reinforcing the new center as an opportunity for opening a successful unit. These materials address specific retailers and can also be used to attract developers to this project. Buxton provides market research services and economic development consultation and does not provide engineering services to determine the suitability of the environment, topography or infrastructure requirements. We are pleased to present the following outline of the scope of this project for your consideration. We look forward to your response. Btr,ton 2 SCOPE OF SERVICES r CommunitylD® PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS A. Analysis of a potential retail center within one of the zones analyzed in Phase 1, which consists of the following: • Develop Drive Time Trade Area • Demographic and psychographic profile of households • Identification of dominant segment households. • Population density of these segments. B. Tenant selection and analysis • Identification of retailers with customer profiles similar to the household profiles within the Drive Time Trade area determined in section A above. • Analyze the effect of sales transfer (cannibalization) by stores of the same retailer in nearby communities, if applicable. • For each targeted retailer, determine the density of the retailer's dominant segment households in the trade areas around the retailer's other locations throughout the state and compare them to the community's dominant segment household density. Bu\ton 10mafying Customers 3 SCOPE OF SERVICES PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS (continued) Bu -aor C. Analysis of existing similar retail centers ra CommunitylLY These retail centers may or may not be in neighboring communities and will be selected based on the similarity of the households surrounding these centers as compared to the households profiled surrounding the proposed site. This will better identify retailers that can be successful at this site and will supplement the profile information when marketing to these retailers. D. Deliverables Research report to include: • Trade area polygons overlaid on map • Household profile by Trade Area • Household profile comparisons to specific retailer's target area profiles • Dominant segment household densities 4 SCOPE OF SERVICES CommunityllY PHASE II — RETAIL RECRUITING PACKAGE A. Marketing Binder Bu" Jon We will prepare a Marketing Binder that can be used to market to potential tenants. This binder will indicate the retail potential that is determined in the analysis. Marketing Binders are intended to identify the best tenant mix for the proposed retail center based on the population contained in the established Trade Area. The binder will identify the top retail businesses and will include information to enable the retailer to determine the suitability of this retail center for their retail concept. The Marketing Binder to include: • Property description and trade area map • Trade area description • Psychographic trade area household profile and summaries • Demographic summaries and graphs illustrating the trade area • Recommended retailers with operating names, addresses, telephone numbers, key executives to contact and retail classification B. Retailer Specific Marketing Package These packages will be used to market the community to the prospective retail tenant or a retail developer and will include items from the Marketing Binder in above A. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this site. C. Deliverables • One (1) copy of the Marketing Binder • One (1) copy of a retailer specific marketing packages (approximately 20) 5 FEE SCHEDULE FEE FOR SERVICES Phase II Retail Site Selection and Tenant Analysis And Retailer Specific Recruitment Package CommunitylLY In consideration for services rendered by Buxton, the City of Round Rock agrees to pay Buxton the pre- approved, actual cost of travel and related out -of- pocket expenses not to exceed $2,000.00 incurred in connection with services performed under this agreement in net ten (10) days. Fees associated with the CommunityID program and its related processes are as below: Total Cost 40,000.00 A $25,000 deposit is due upon execution of this Agreement and the balance of $15,000 will be due upon delivery of the results of this proposal. Additional Research Services (post analysis) The following hourly rates will apply for all services rendered outside the scope of this Agreement: CEO/President $250/hour Executive /Senior Vice President $225/hour Vice President/Director /Manager $200/hour GIS Senior Analyst/Analyst $175 /hour Administrative $50 /hour Estimated time of completion: Phase 1 - 30 business days from the execution of this agreement. Phase 11 - 45 business days after Phase 1 is completed. Bu \ton 6 SIGNATURE PAGE This agreement is between the City of Round Rock and Buxton ( "the Parties ") for the performance of services described in this proposal. The Parties further agree that an independent contractor /employer relationship is created as a result of this agreement. Buxton will not be considered an agent or employee of the City of Round Rock for any purpose. The term of this agreement is one (1) year. This agreement may be terminated by either party at any time upon written notice of 30 days. If this agreement is terminated, Buxton will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, the City of Round Rock may be required to provide Buxton with a certificate from the State Comptroller indicating that it is a non - profit corporation and not subject to State of Texas Sales and Use Tax. Agreed and accepted this Joseph Vining Director of Planning & Development City of Round Rock 301 W. Bagdad, Suite 210 Round Rock, TX 78664 Phone: (512) 218 -5428 Fax: (512) 218 -3286 (Signature) Buxton Joseph kel Vice Pr- tdent - Central Region B ram rii CommunitylLY day of , 2004. 7 Communit y ID® Proposal Presented to: City of Round Rock Prepared by: Expiration Date: August 16, 2004 Joseph Fackel October 31, 2004 TABLE OF CONTENTS Executive Overview Scope of Services Phase II Retail Site Selection Tenant Analysis 3 Retail Recruiting Package 5 Fee and Delivery Schedule 6 Signature Page Bu \u?n re CommunitylD® 2 7 EXECUTIVE OVERVIEW CommunitylD® Buxton is pleased to present this proposal to the City of Round Rock. The objective of this proposal is to outline the scope of the research that will produce critical fact -based information and marketing packages that can be used by the City of Round Rock to proceed with the attraction and expansion of the retail sector. In this proposal, the term "retail" also includes restaurants. In 2002, the City of Round Rock engaged Buxton Phase I of CommunitylD. In Phase I, an assessment of the retail trade in the City of Round Rock. This assessment identified distinct geographic zones of customers and retail potential. An analysis of the existing retail product demand along with demographic and psychographic analyses of the households in the community determined the opportunities for additional retail trade. In Phase II, Buxton will further analyze the 1-35 and Chandler Road site. A drive time trade area will be developed from the site and the households profiled. This profile will be compared with the trade area profiles of locations targeted by specific retailers. Approximately twenty (20) specific retailers will be identified. The existing locations of these retailers in the region will also be analyzed to measure the household density needed by the retailer to establish a successful store. A distance study will also be conducted for each of these target retailers so that they will not negatively affect their existing stores in the same trade area. This research will be used to create retail recruitment packages to be used to attract potential tenants. The marketing package will show the retailer that the households in the trade area match the retailer's target location household profile. The marketing package will also include comparisons to existing retail centers with household profiles similar to the new center, reinforcing the new center as an opportunity for opening a successful unit. These materials address specific retailers and can also be used to attract developers to this project. Buxton provides market research services and economic development consultation and does not provide engineering services to determine the suitability of the environment, topography or infrastructure requirements. We are pleased to present the following outline of the scope of this project for your consideration. We look forward to your response. Bu' ron 2 SCOPE OF SERVICES B ram re CommunitylD® PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS A. Analysis of a potential retail center within one of the zones analyzed in Phase I, which consists of the following: • Develop Drive Time Trade Area • Demographic and psychographic profile of households • Identification of dominant segment households. • Population density of these segments. B. Tenant selection and analysis • Identification of retailers with customer profiles similar to the household profiles within the Drive Time Trade area determined in section A above. • Analyze the effect of sales transfer (cannibalization) by stores of the same retailer in nearby communities, if applicable. • For each targeted retailer, determine the density of the retailer's dominant segment households in the trade areas around the retailer's other locations throughout the state and compare them to the community's dominant segment household density. 3 SCOPE OF SERVICES PHASE II - RETAIL SITE SELECTION AND TENANT ANALYSIS (continued) Bu-,con C. Analysis of existing similar retail centers re CommunitylU These retail centers may or may not be in neighboring communities and will be selected based on the similarity of the households surrounding these centers as compared to the households profiled surrounding the proposed site. This will better identify retailers that can be successful at this site and will supplement the profile information when marketing to these retailers. D. Deliverables Research report to include: • Trade area polygons overlaid on map • Household profile by Trade Area • Household profile comparisons to specific retailer's target area profiles • Dominant segment household densities 4 SCOPE OF SERVICES _ Communit PHASE II — RETAIL RECRUITING PACKAGE A. Marketing Binder Bu",ton We will prepare a Marketing Binder that can be used to market to potential tenants. This binder will indicate the retail potential that is determined in the analysis. Marketing Binders are intended to identify the best tenant mix for the proposed retail center based on the population contained in the established Trade Area. The binder will identify the top retail businesses and will include information to enable the retailer to determine the suitability of this retail center for their retail concept. The Marketing Binder to include: • Property description and trade area map • Trade area description • Psychographic trade area household profile and summaries • Demographic summaries and graphs illustrating the trade area • Recommended retailers with operating names, addresses, telephone numbers, key executives to contact and retail classification B. Retailer Specific Marketing Package These packages will be used to market the community to the prospective retail tenant or a retail developer and will include items from the Marketing Binder in above A. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this site. C. Deliverables • One (1) copy of the Marketing Binder • One (1) copy of a retailer specific marketing packages (approximately 20) 5 FEE SCHEDULE Phase II Retail Site Selection and Tenant Analysis And Retailer Specific Recruitment Package FEE FOR SERVICES CommunitylU In consideration for services rendered by Buxton, the City of Round Rock agrees to pay Buxton the pre- approved, actual cost of travel and related out -of- pocket expenses not to exceed $2,000.00 incurred in connection with services performed under this agreement in net ten (10) days. Fees associated with the CommunitylD program and its related processes are as below: Total Cost 40,000.00 A $25,000 deposit is due upon execution of this Agreement and the balance of $15,000 will be due upon delivery of the results of this proposal. Additional Research Services (post analysis) The following hourly rates will apply for all services rendered outside the scope of this Agreement: CEO /President $250 /hour Executive /Senior Vice President $225 /hour Vice President/Director /Manager $200 /hour GIS Senior Analyst/Analyst $175 /hour Administrative $50/hour Estimated time of completion: Phase 1 - 30 business days from the execution of this agreement. Phase 11- 45 business days after Phase 1 is completed Buu,tony 6 SIGNATURE PAGE This agreement is between the City of Round Rock and Buxton ( "the Parties ") for the performance of services described in this proposal. The Parties further agree that an independent contractor /employer relationship is created as a result of this agreement. Buxton will not be considered an agent or employee of the City of Round Rock for any purpose. The term of this agreement is one (1) year. This agreement may be terminated by either party at any time upon written notice of 30 days. If this agreement is terminated, Buxton will be paid for services performed up to the date the written notice is received. This agreement shall be administered and interpreted under the laws of the State of Texas. In order to avoid paying State of Texas Sales and Use Tax, the City of Round Rock may be required to provide Buxton with a certificate from the State Comptroller indicating that it is a non - profit corporation and not subject to State of Texas Sales and Use Tax. Agreed and accepted this Joseph Vining Director of Planning & Development City of Round Rock 301 W. Bagdad, Suite 210 Round Rock, TX 78664 Phone: (512) 218 -5428 Fax: (512) 218 -3286 Buxton Joseph Vice Pr (Signature) Burton ent - Central Region r • CommunitylD® day of , 2004. 7 Overview Buxton was founded on a unique premise — to assist enterprises in building success by accurately identifying their customers. With more than 400 years of executive level retail and community management experience, no other company in the nation is more qualified to help you answer the question, "Who is my customer?' Precisely defining and knowing who your customers are applies to virtually any concept imaginable. For businesses, customer knowledge creates revenues, facilitates growth, generates profits, and increases shareholder value. For municipalities, understanding the lifestyle and purchasing characteristics of their residents enables civic leaders to focus clearly on specific economic development strategies. To achieve this level of knowledge, the actual customer household must be the foundation for all research efforts. Buxton pioneered the use of household level data for research purposes. Millions of customer transactions are analyzed to determine purchasing habits and lifestyles, a process now known as psychographics. Once the lifestyle of a given customer is known, they and others like them can literally be found anywhere in America. In today's competitive environment, where customer knowledge is the ultimate key to success, you can no longer afford to make decisions on the basis of generalized demographic data. The future of any customer - oriented enterprise will be determined by understanding the psychographic lifestyle of the customer. The future is Buxton. Buxton Customers History Tom Buxton, President and Chief Executive Officer of Buxton, founded the business in 1994 after a career that spanned over two decades with consumer electronics giant, Tandy Corporation. From his experience at Tandy, Tom recognized that accurate market research and greater insight into the potential customer base were both essential elements to the success of the operation. It also became apparent to him that these elements could be outsourced more efficiently due to cost and time constraints. At the same time, Tom also realized that coupling his experience with the technological advances in marketing research could open the door to an exciting new business offering innovative services for everyone in a customer driven business... that realization has now become Buxton. Whether your business is retailing, banking, restaurant, service provider, municipality or any of the many others who compete every minute of every day for customers, you share a common challenge with everyone fighting to grow comparable sales and profits. That challenge is successfully servicing smarter, more demanding customers who have more buying choices and less time to make those choices than ever before. To solve that challenge and gain the competitive edge, businesses and communities need the most comprehensive profile possible of their customer's needs, wants, purchasing history, shopping patterns, lifestyle characteristics, media preferences and viewing habits. Buxton answers these questions: • Who your customers are, what and why they buy and how you can build on their needs. • Where your customers are, where your `best potential customers" are, where the best sites are and how competition really affects your business. • How to market to your customers with the right product, right price, at the right time. • How to save unnecessary advertising expenditures by targeting your media dollars to the right audience. As our CEO says, "When you absolutely know who and where your customers are, then you have the keys to success. Buxton will help you attain this success." Management TQmBUXWIL President & Chief Executive Officer Tom founded Buxton in 1994. Since then, the firm has quickly become the industry leader in sophisticated customer and market research technology. Before launching his own firm, Tom carved out an impressive career that spanned over two decades with the consumer electronics giant, Tandy Corporation. Advancing within the retail organization, he became Divisional Vice President responsible for the sales and operations of over 1,500 RadioShack stores and more than 7,000 retail associates with over a billion dollars in sales. Tom was then named vice president at the corporate level, then the youngest in Tandy's history. As Vice President of Real Estate, Design and Construction, Tom was responsible for Tandy's worldwide real estate and development at a time when the company had 6,000 stores and was still growing. An industry leader, Tom brings notable retail and business knowledge to the company. Rich Hollander President, Customer /Dm Division Pavid F Ranbie President, Community/D' Division Prior to joining Buxton in 1997, David accrued extensive experience with Xerox Corporation where he held senior level positions in sales, new product launches, sales training, and high volume Rich joined Buxton in 2000, bringing with him a wealth of retail experience and knowledge. Like founder Tom Buxton, Rich has more than two decades of executive management experience at Tandy Corporation, including developing and running the company's Incredible Universe division. He was then recruited by Cash America, the nation's largest pawn business, to run its start -up rent -to -own company. The Customer /D° Division provides sophisticated customer and market research that allows retailers to identify and better understand their core customers and to select new locations that better serve their customers and prospects. The product also provides highly accurate information to allow businesses to identify these core customers and prospects for targeted direct marketing campaigns. account management. Following Xerox he joined a start-up research and technology company, serving as part of their core management team. This company ultimately sold to First Data Corporation, the world's largest processor of Visa/Mastercard transactions at the retail level. His extensive data processing experience, combined with his sales and marketing background makes him a valuable asset for Buxton's clients. The Community/D° Division brings Buxton's proven, sophisticated research information and technologies to community economic development programs, and helps cities and governmental development agencies to identify and attract matching retail and restaurant concepts to their community. Burton L A LDentlfyIn5 Customers Product Listing ra Customer/1Y A proprietary research product, Customer /De identifies exactly who your best customers are, where they and others like them can be found, and how to best position your company to capitalize on their potential. Customer /De is successfully executed by our clients for retail site selection and targeted direct marketing. Some features of Customer /De are: Customer Profiling — Identifies the various characteristics that describe your core customers based on lifestyle, purchase behavior and media habits ( psychographics). Site Selection — Locates areas with the highest densities of your best prospective customers within your drive -time trade area. Forecast Retail Performance — Profiles the trade area households and compares them to your core customers to accurately predict sales or performance for potential store sites under consideration. Competition Analysis' — Identifies who and where your competitors are and how they impact your store when they operate in the same trade area. Cannibalization Analysis — Determines the trade area of each store and identifies overlapping areas. This information is used to optimize market coverage without adversely affecting each store's performance. Market Optimization Study — Identifies the best possible locations in a targeted market so that you will know where to place your stores to take full advantage of the market's potential. U.S. Potential — Provides a revealing birds -eye view of the potential number of stores per market in all U.S. markets Enables you to understand the full potential of your concept and prioritize markets for expansion. Direct Mail — Identifies prospective customers from our in -house data of over 111 million households and up to six individuals in each household, enabling you to target your mailing, eliminating waste and maximizing response rates. CommunitylD° A research product that provides city management and economic development professionals clear, precise and meaningful direction to implement a retail recruiting marketing strategy to reach the people who make retail location decisions. Endorsed by the National League of Cities, Community/De uses the latest technology to provide specific information about your community. Auto1D Designed for communities seeking auto dealer developments and dealerships looking for new opportunities, Auto /0 analysis determines the feasibility of additional auto sales locations based on trade area, existing demand, demographics, psychographics and local market conditions. Btr‘ton IDentHying Customers 2651 South Polaris Drive Fort Worth, TX 76137 -4479 Tel: 817- 332 -3681 Toll Free: 888- 2BUXTON Fax: 817- 332 -3686 Web: www.bustonco.com March 17, 2004 Dear Community Leader, With the introduction of CommunitylD in the fall of 2001, already over 60 cities have discovered what more than 500 retailers have come to know over the past decade — Buxton provides the market intelligence necessary to make informed decisions and maximize retail sales. Communities that have traditionally felt that retailers "will come ", have instead found they are losing retail opportunities and the associated taxes generated by those retailers. With CommunitylD, Buxton is offering a unique service to progressive, proactive communities across America. We analyze your retail sector, define your trade area, and identify specific retailers that match your profile, but we don't stop there. We prepare you with marketing materials that show retailers the opportunities and assets of your community in a language they understand from an independent source that is trusted. You'll be armed you with facts, figures, and award - winning maps that demonstrate your unique potential "CommunitylD has not only strengthened our ability to attract small businesses but we also look very solid and professional One retail broker told me that he had never seen the support and knowledge about a city that we have. Another told me he was focused on expanding to another city but they couldn't help him justify the decision like we did." Linda Little - Director Business Retention and Expansion Do you know which retailers and restaurants are not in your community, but by all indications, could be? How many times do you hear from citizens, neighbors and friends, "Why don't we have a in our town?" (I am sure you can fill in the blank.) Perhaps more important for you and the retailer, do you know which retailers should be successful and thrive in your community? Successful retailers support long -term jobs, minimize vacancies and maximize revenues. Conversely, attracting the wrong company can be worse than that retailer having never come at all — often reinforcing the negative, "failing" or "dying" impression of a retail site or center. e ave re to on rest en property taxes or revenue city for a long time. We need to bring in more sales taxes to relieve some of that burden from our residents." Steve Carpenter - City Manager As the Territory Business Manager for Texas and Oklahoma, 1 would like to share with you how other cities, of ALL sizes, dozens of them here in the area, are utilizing CommunitylD to recruit the right retailers for their residents. I will be calling in the coming weeks to answer any questions you may have or please feel free to call, email, or look at our website — www.buxtonco.com - to leam more about Buxton and our clients. Respectfully, J.F. "Chip" Rodgers Territory Business Manager Overview Communityll Designed specifically for use in community economic development programs, Community/D° is a comprehensive retail and restaurant identification system that provides clear, precise and meaningful direction for the attraction of retailers, restaurants and shopping centers. A Marketing System that Goes Beyond a Plan Community/D° goes beyond planning by providing the tools and techniques to effectively market your community to the retail sector. More importantly, it is a total marketing system you can implement immediately. Features • Your retail potential is assessed to determine the buying characteristics of the consumers in your trade area. • The buying characteristics of these consumers are matched with the requirements of thousands of retailers and restaurants to identify specific concepts that should be in your community. • You will be provided with a marketing package which has the names of individuals in the companies who make location decisions, as well as the documentation and presentation materials to effectively sell your community to them. Ahead of the Curve Traditional economic development marketing techniques are not effective for recruiting retail. During the last decade, new technologies using extensive databases, geographic information systems and consumer spending data have revolutionized retail location decisions. Community/De puts these new technologies to work in your economic development program. Endorsed by National League of Cities Buxton Omcifying /00017 Gscomers ,-/ Overview A Total Marketing System "A total marketing system" is not just a cliche — CommunitylD° is an integrated system that allows you to effectively and aggressively sell your community to retailers. One of the most important components of marketing is identifying target companies. CommunitylD° not only pinpoints specific retailers and restaurants, it includes the names of actual decision makers in the company. More importantly, it provides the data a retailer needs when analyzing potential sites. Company Specific Reports Selling and communicating is more effective — and easier — when you have the right message to match your assets with the retailer's needs. CommunitylD" provides you with details about the buying characteristics of the consumers in your trade area and how they match the retailer's preferred core customers. You have the persuasive materials necessary to open the door for further consideration. It Not the Size of the Community... It's All About Identifying Customers. The key to any retailers search for the right location is to know where potential customers who are like their "core" customers reside. Once these customers are identified, they want to know how many of them there are. CommunitylD° analyzes your households and matches them to specific retailers and restaurants that are looking for households with these same characteristics. It is also able to determine how many of them there are, and how the density of potential core customers compares to existing locations of these retailers and restaurants. A Tailored Program Community/D' is a two- phased program customized to your needs. It is a step -by -step system that leverages your strengths rather than focusing on deficiencies and problems. The phases are: • Phase One: Assessment of Your Retail Potential • Phase Two: Retailer Identification and Marketing Package Phase One Assessment of Your Retail Potential Phase One Answers These Questions • What is your retail trade area based on drive time? • What are the lifestyles and buying habits of the consumers in your trade area? • Which areas In your community are the best locations for retail? Your Community Drive Time Trade Area People today shop by convenience, and measure distance in time, not miles. Therefore, Community/D° utilizes a comprehensive database which can determine the time it takes to travel between any two points anywhere in the U.S. A custom drive time trade area is determined for your community based on how far customers are willing to travel to shop various products and services. Rings are not the same as Drive Times 4-Mile Ring 8 -Min. Drive Time Household Count 39,225 53,890 Merchandise Sales $198 Million $274 Million \estaumnt Sales $169 Million 5233 Million Buxton mvMil,6,g Ctwomers ti.. ti,.,� tit h' gniarid& uk r8p+ r Alr� Phase One Assessment of Your Retail Potential Lifestyles and Buying Habits of Consumers in Your Trade Area The CommunitylD® process identifies and analyzes all the households in the drive time trade area. Based on over 1,500 categories of lifestyle, purchase behavior and media reading and viewing habits, the households in your community are profiled to gain an understanding of the types of retailers that would be attracted to your community. Our in -house databases include traditional demographic data as well as the most current psychographic lifestyle information for over 111 million households and up to six individuals living in each of these households. 11=11s. —Potemica Loan.. L'1 i I 11 fill . n f • ff Paarave The Blue line indicates the profile of the consumer households in a community. The red bar represents the profile of all U.S. Households. Potential Retail Zones After detcrming the drive time trade area and analyzing the household profiles within your community, CommunitylD® identifies specific zones which offer the best opportunity for establishing a successful retail center. Benefits to You • You will understand your retail potential from a retailer's perspective. • You will learn what locations In your community have the best retail potential. • You will have the ability to speak "retail.' • You will use the same data, GIS and mapping technology used by many retailers and restaurants. PkaseTTwo Identifying Retailers Phase Two Answers These Questions: • Which retailers and restaurants do you market to? • What tools do you use to market your community? Retailers That Match Your Trade Area Consumers Onre the trade area profile is determined, the CommunitylD° process compares the profile to the preferred customer profiles of thousands of retailers and restaurants. With this analysis, we can identify which company will find your community an opportunity to establish a retail store or restaurant. MlareZ The community trade area households are compared to retailer profiles. If the profiles do not match, like the one abm e, don't waste time trying to recruit the retailer - they won't be able to succeed at that location. Similarities between the two profiles like the one below means this site is an opportunity for the retailer to open a successful store. I 11 I�l � �� ih►�� i► Buxton Phase Two Identifying Retailers Retailer Score Sheet To clearly illustrate how well your community matches to the identified retailer's other stores, a score sheet is created. This score sheet compares your site to other existing store locations of the identified retailer. With this "quick view" the retailer will develop an understanding of what performance they can expect from locating a store in your community. CommunityIIY 872 Compaq Stla State Ihghea7 301 & Giles Hood Report I1uta Apra 8. 2003 Your Conaway. USA Segmentation ntation Profiletll (10 Meuse) Drive Timer a.msr m+omcm..s0emoserslaP ® 1.00r nmo wotmaw..ni Trade Amn Comparison (10 Wrote Drive Than) Total Papdatoo Retailer Match Report m Company Your Community, USA Average Trade Ar®m Ste Trade Arno 93,020 43,926 Total Haose aide 17,278 17,811 Barrie Dominate Sogmant Hou LWtls 9,772 12,870 Elarkno Workday) PapW#Imrra 19,170 27,160 ...em.de„a• [ eruaeasvuamaum eadalmseesamdesermhreemfnaeAmmeasm -- gt_- ob ®mew �d•monsire_.,'unl. A *Imw m m u�ema.. tipinmr rr yemf ®t®ry,., •.....meow im =Ow armepopbbm..rmmo Phase Two Marketing Package Retailer Specific Marketing Package These packages will be used to market the community to the prospective retail tenant. Each package will address a specific retailer and set forth the research results illustrating to the retailer the opportunity for opening a successful unit at this locaton based on their site selection requirements. Benefits to You • You have a marketing system that can be implemented immediately. • You have the specific targeted retailers that can be successful in your community. • You have a marketing package specifically produced for each target retailer. • You have the names of the individuals at the target retailers that make the site selection decisions. B m�ingCo Community /D" is a total retail identification and marketing program designed for community economic development programs. It enables local governments, economic development organizations and chambers of commerce to improve their economy through retail sector expansion. Bottom Line Benefits • Grow your tax base • Stop leakage of sales tax dollars • Satisfy your citizens' desire to shop at home The Next Step: Three Easy Ways to Take It • Go to our Web Site at www.buxtonco.com for additional details • Call us at 817 - 332 -3681 • E -mail us at communityld(]buxtonco.com 2651 South Polaris Drive Texas76117 - 4479 817.332.3681 toll free: 888.2BUXTON fax: 817.332.3686 e -mail: communityid@buxtonco.com website: www.buxtonco.com qc, B u' LtOfl IDentifying Customers The Team Behind th Buxton is a leading market research company specializing in site selection for major retailers. This is accomplished by combining the most advanced technologies available in the field of market research with an extensive wealth of consumer data, including consumer lifestyle, purchase behavior and media preferences in addition to basic demographic data. Household data is merged with retail data to develop an accurate retail assessment for any type of retailer, anywhere in America. Tom Banton President & Chief Executive Officer Tom founded Buxton in 1994. Since then, the fimt has quickly become the industry leader in sophisticated customer and market research technology. Tom's career began with the consumer electronics giant Tandy Corporation. As Radio Shack's Divisional Vice President he was responsible for the sales and operations of over 1,500 Radio Shack Stores. Later as Vice President of Real Estate, Design and Construction, he managed that aspect of the operations for all of Tandy's retail concepts which included over 6,000 stores. David F. Ramble President, Community/De Division David has been instrumental in the growth of Buxton since he joined in 1997. More recently, he has focused on the development and marketing of CommunitylD ®, speaking at municipal league conferences and addressing city councils on expanding their retail sector. Prior to joining the company, he held various executive positions including at Xerox Corporation, where he held senior level positions in sales, marketing and new product launches. Bill R. Shelton, CEcD Partner, Community/De Bill served with the Fort Worth Chamber of Commerce for over 20 years, the last sixteen as its president. He is a Certified Economic Developer and has served as president of the American Economic Development Council and the Texas Economic Development Council and as the Dean of the Economic Development Course at Texas A &M University. Bob Bolen Partner, Community/De Bob served as Mayor of Fort Worth for nine years during a period of rapid expansion for the city. He has held the office of the president of both the Texas Municipal League and the National League of Cities. In addition to his many civic contributions, as owner of Hallmark stores in North Texas, he was named Retailer of the Year. B uton n Projected Demand Trade area, demand analysis, and current sales by existing dealers is analyzed to forecast future demand. The results are reported, and illustrated through a table similar to the one shown below: Trade Area Potential Make ACURA AUDI BENTLEY BMW BUICK CADILLAC _ CHEVROLET CHRYSLER DAEWOO DODGE EAGLE FERRARI FORD GEM GM ELECTRIC GMC HONDA HUMMER HYUNDAI INFINITI ISUZU JAGUAR JEEP 2002-2007 Annual Average Number Make 200 KEA 454 49 LAMBORGHINI 0 LAND ROVER LEXUS LINCOLD 356 237 260 134 440 22 444 0 NISSAN 1 840 166 1.414 638 MAZDA 5,402 MERCEDES-BENZ 979 MERCURY 192 2.608 MINI MITSUBISHI 2 OLDSMOBILE 230 4.185 PLYMOUTH 0 5 PONTIAC 648 0 PORSCHE 23 29 517 87 83 292 THINK 24 309 TOYOTA 3.099 44 VOLKSWAGEN 505 790 VOLVO 103 1.318 SAAB 2,856 SATURN 23 SUBARU 1,080 SUZUKI Number 1 16 TOTAL 32,105 AutoLD Benefits Upon completion of the study, community leaders will have a fact-based report that will present the opportunity for additional automobile sales. The report includes: • 5-year auto demand projections • Existing dealer location analysis with dealer maps and aerials • Sales opportunity leakage analysis • Parcel pricing and land requirements • Contributing local economic conditions The report can then be used to attract automobile dealers and manufacturers. Ultimately, the benefit to your community is the opportunity to increase property and sales tax revenues. ACV 2657 South Polaris [)rive 'Fort Worth, Texas 76137-4479 817.332:3681 tax: 817.332.3686 . welpSite: ww\•.buxtonco.com 4:0 „ bentif)iing Customers '�Y- vi•J!Y.n rim., � Jr S rte. °r' � 4''Nlrx4ti' v ',!=4 .. i �,. p � t ��' �' . AST -0,4 M F} by l ( ,',,,,',00,164,440,1$: P hr Hc-yu,,, r as 1P1 � F k e s sy ` .. (Y'• 3 � • y`Zff €'. Sr.,i,k,'n'M",Fl1Wri..`F{.�,gy .F k 5'`k ��'.. .'s 4.. ✓, r ,3 ' GY;. .. h " re. ° Pi • s., x : :a.. . • a» R ,u,i ,ati',iri. MLA {+ "3•r r' n 3 • S ' S' e z.., J3 y�' 'ootr,�,..,.' .# '_ i� 'Y'M.. M , o, ,,,, itt4 ^jhh! k ra�N V, r; �: k�»F a(%,;, �N: rf. y � '� ' ;' �•' ', f . 's x *,'!",i.,',4',4,,,,,!**, i+�?�Ff ' l�ir�c W prvFF3#+Yif�Fl;txoMWi 5 rxy5 .*. v4�V ' 5 k9 + + 4 ,1:4,,,,,,,,,,..,,,,,,,-.7, ri ,,,,,,,,, xya.ay ` t i Mid *.. r . 0 1, , ,tr,'W � �lw a►gH.rr�. -.. ».M'�w+�r� r� w. n,,y: rK' K ,o.t�h?rkn• �� a vt>�.' , r!.� tF�� ^ l�l � .. eo .,, , , , ,,, 251 South Polaris Drive Fort VVor h, Texas 76'137-4479 817.332.3681 toil free: 888.2BUX K)N fax: 81.7.332.3686 e -mail: answers (vbuxtonco.corri website: www.buxtonco.com ry A�kF nr� r 4,4 rn µ�haS�` Y'priR a 3 tf�vnf+! kr��RS'' �N}; �.' �• �� '�lt�'a.',6�!;t3�+rs�'+�3�4aW�7 �der�r�a:7rY+�+k�wirx,'a�r��y� = � (. € 0.471 , ..'ki�i'rG < ate... €•x.. „ 1 ham. 5 F• '�'Ti.''4bFB,M1iGyha{p`3Sf'rA-r Uf. *2ti's,`(i�ka^Mii kS17f?!r.Wy tna p . �f awfi wmrh4 ri iHwatiy�isf'piG�k�r '�tyL'+lf ' • Communities must face economic realities in order to drive future growth. One economic reality is that traditional industries like manufacturing are growing fewer in number, forcing communities to seek new opportunities. Another is that retail today is a significant contributor to the economic health of a community. For example, employment by the retail sector now exceeds manufacturing employment. Retail also increases property taxes, and in most municipalities, provides for additional sales tax revenues. Within the retail sector, the single largest dollar volume contributor is automobile sales. Addressing these circumstances, Communities are now including automobile dealer development as another aspect of today's strategic economic development program. Auto/13 Answers These Questions: • Is there potential to support additional auto dealers in your community? • Is the market over or under supplied? • Is there leakage of automotive retail based tax dollars? • What make, model and vehicle type should be selling in your community? • Where should the next potential site be located? • How large should auto dealers be, based on demand for make, model and vehicle type? mion 1Dentifying Customers Identifying Legislative, Primary and Secondary Trade Areas A proposed site's potential is primarily based on opportunity from within its primary and secondary trade areas. An analysis of historic and future demand will be derived by understanding household level purchase dynamics and growth within these trade areas. It is important to understand who is buying what makes and from vvhere future demand will come. Trade Areas O Primary Trade Area O Legislative Trade Area Secondary Trade Area O Existing New Car Dealerships 'r" Potential Site This state's statute asserts that no new dealership of the same make may be located within 10 miles by the shortest street route. Measuring Demand Historic and current vehicle registration data is gathered and assessed for all residents living within the trade area. Population, growth, competition and market potential will drive the demand dynamics for potential locations. Revenue Leakage Based on vehicle demand and registrations, you will know the amount of revenue opportunities that are "leaking" from your community. Oldsmobile Sales MARKET SHARE Top 8 Makes By Zip Code Buick 3 Chevy EA Dodge Ford GNAC L_J Honda Fri Nissan Toyota Potential Site DRemaining County 25% This chart shows that households in the trade area purchased 62% of their Oldsmobiles from within a 10-mile area and 38% were purchased outside.