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HomeMy WebLinkAboutCSD-11-110 - Spectator Facility Review - Final Report complete.~~~..~L 1~~ ~~1~~ G~~f~~~~~~ ~f L~~~ WWW.II~i~~~~~r.~~ REPORT T0: Community and Infrastructure Services Committee DATE OF MEETING: November 7, 2011 SUBMITTED BY: Jeff Willmer, Deputy CAO Community Services, 741-2325 PREPARED BY: Spectator Arena Review Group, Keith Baulk, Chair, 741-2393 WARD(S) INVOLVED: All DATE OF REPORT: October 31, 2011 REPORT NO.: CSD-11-110 SUBJECT: Spectator Facility Review -Final Report RECOMMENDATION: That the Kitchener Rangers Hockey Club (KRHC) be granted approval to proceed with an expansion to the Kitchener Memorial Auditorium Complex as outlined in report number CSD-11-102 and CSD-11-110 subject to them securing a loan to fund the project through Infrastructure Ontario (10); and, That the City of Kitchener fund the cost differential through annual payments over the term of the loan between the rate provided by 10 to sport organizations versus the rate provided to municipalities; and, That subject to the KRHC successfully securing a loan from 10 that the Mayor and Clerk be authorized to enter into a 16 year lease with a 4 year option at the sole discretion of the KRHC subject to the satisfaction of the City solicitor; and further, That the KRHC be considered the project owners including being authorized to engage the project architect and general contractor. BACKGROUND: At the Community and Infrastructure Services Committee meeting on September 26th 2011, staff submitted report CSD 11-102. The report provided an overview of the KRHC-proposed expansion of The Aud which, if approved, would add 1,000 seats to the arena's capacity, as well as: • A third-level concourse • A fourth-level media room and loft-style suites Concessions Washrooms • Renovated team space 4-1 An additional 1,000 seats would bring the capacity for hockey, including standing room, up from 6,600 - 6,800 to 7,600 - 7,800. The proposed expansion would enhance The Aud, one of the city's most valued assets, while satisfying a number of community members and local hockey fans who are currently on the waiting list for season tickets. The KRHC would pay for the full cost of the $9.6 million expansion, including all interest costs and has asked that the City provide funding in the form of a repayable loan, based on a 15 year repayment schedule. City finance staff provided an overview of the City's current debt position and expressed concern about the loan because it would increase the City's debt level beyond what has previously been planned and forecast. The City's current debt position is trending beyond the target thresholds for measures such as debt charges as a per cent of tax levy, debt per household, and debt to reserve ratio. Finance staff advised that another option available to the KRHC would be to finance the new expansion proposal themselves through a new lending program through Infrastructure Ontario (10) that may provide a loan to the KRHC at rates that are approximately 0.4% higher than what the City would obtain through 10. The KRHC have been advised by 10 that they are eligible to apply for the loan and are currently completing the application, but have no firm commitment at this time. The KRHC indicated their business model was based on the City providing the loan and the incremental cost of the 10 loan would need to be paid by the City. A building audit was undertaken and it was determined that $23 million in capital replacements would be required over the next 20 years to maintain the facility and its sophisticated operating systems. It was made clear that regardless of whether Council approved the expansion that this level of investment would be required. One of the areas that Council asked staff to look at advancing was the ice delivery systems as it has become more challenging for staff to ensure quality ice conditions over the past few years. The KRHC suggested this expansion is intended to be a transitional solution for at least a 15 year period. Their contention is the venue would still be deficient from a seating capacity perspective (note the requirement for 9,700 seats in the goals and needs study}. As a result, the KRHC requested the City commence a process some time in the future to consider a new 10,000 or more seat facility to serve the community's needs. Council directed staff to table report CSD-11-102 pending a neighbourhood meeting, public engagement, a review of the loan options and a 3rd party review of the new Kitchener Ranger Hockey Club business case. Council also directed staff to provide a final report on November 7t", 2011. Finally, based on some early feedback staff felt it was important to undertake a parking impact study to determine how 1,000 more seats would impact the adjacent street network while acknowledging the KRHC will provide a shuttle to a downtown parking garage and the main transit terminal. 4-2 REPORT: The results and outcomes of the various tasks that were undertaken since the report was tabled are outlined below: Community engagement A public consultation took place from October 4 to 18, 2011, providing the community with a variety of opportunities to learn more about the expansion proposal, as well as comment on the proposal. Engagement opportunities included a neighbourhood meeting on October 12, 2011 at The Aud, where attendees could fill out a hard copy of a survey related to the proposal; a web page on the City's website with a link to the same survey, which people would fill out and submit online; and social media postings on Facebook and Twitter, which were also used to garner feedback and sharedlretweeted by a handful of the City's Facebook fans and Twitter followers. More than 45 people attended the neighbourhood meeting at The Aud, which was promoted by way of neighbourhood flyers, posters at city facilities and an ad in the October 8t", 2011 edition of The Record. Twenty of those who attended the meeting filled out the survey. An additional 108 people visited the City's website and filled out the survey online. 74% of all the respondents favoured expanding The Aud, while 17% were opposed and 9% were undecided. Both those supporting and opposing the expansion offered comments and those are summarized in the detailed report attached as Appendix 1. Loan Options The three financing options available to the KRHC are as follows: 1) have the City issue debt on their behalf 2) apply for a loan through Infrastructure Ontario or 3) apply for a loan through traditional lending markets Staff's preferred option is that the KRHC finance the expansion themselves via a loan from 10. The KRHC have been deemed to be an eligible organization to apply for a loan under the 10 Sports and Recreation category and are currently completing their application. As outlined in the previous report CSD-11-102, if the Kitchener Rangers Hockey Club were to secure a loan through Infrastructure Ontario, their rate would be only 0.4% higher than what the City would obtain. This difference equates to $23,078 per year over the 15 year term of the loan ($346,165 in total). The KRHC made it known they would expect the City to fund this difference which staff believe is worth the benefits that would accrue to the City, namely: a) the debt would most likely not be accounted as City debt for comparative benchmarking purposes b) the City's financial flexibility to fund unforeseen issues would not be further impaired c) there is a possibility the City would not assume the risk if the Rangers would be unable to make all of their payments over the course of the 15 year loan 4-3 The chart below was provided as part of report CSD-11-102 and has been included in this report to reiterate the potential cost differences for the various loan options. Rate Total Payment Difference from City Issue Difference Per Year 3.25% $12,205,656 $0 $0 3.65% $12, 551, 821 $346,165 $23, 078 4.25% $13, 081,248 $875, 591 $58, 373 5.25% $13,990,319 $1,784,663 $118,978 6.25% $14,931,954 $2,726,298 $181,753 While staff's preferred option is that KRHC acquire the loan through 10, the KRHC has always taken the position that the loan be provided by the City. Staff have been advised the KRHC position remains unchanged. 3rd Party Review of KRHC Business Case The City engaged KPMG to conduct a review of the KRHC business case. Their review included the following tasks and outputs: obtained and read materials provided by the KRHC management and the City, including the KRHC business plan for the project. conducted discussions with key managers from both the Rangers and the City to inquire about the major business assumptions. determined whether the calculations in the financial model are in all material respects internally consistent and mathematically correct; determined whether the input data used in the financial model is consistent and links to other models determined whether the financial output of the financial model is consistent with the input assumptions; checked that the financial model allows changes in assumptions to appropriately flow through to the results. While KPMG did identify some minor issues, their report indicates that in virtually all cases the calculations are correct and the assumptions properly flow through to the proposed financial results. The assumptions are considered adequate to produce the financial results indicated in the KRHC business plan with a debt service ratio in excess of 125% from year 7 forward. The debt funding does not impact the current financial operations of the KRHC or the City and there is a degree of conservatism built into the model by not including playoff game revenue, ticket premiums and incremental in arena advertising and retail sales revenue. A copy of the KPMG review is attached as Appendix 2. Parking Impact Study and KRHC Shuttle Based on the early results of public feedback staff felt it was important to engage the services of an engineering firm to conduct a parking analysis as it relates to the impact of the extra 1,000 seats. The City engaged Paradigm Transportation Solutions to complete the study. 4-4 A study area was established as being the area most impacted by on street parking or the potential of on street parking resulting from an expanded venue. The area identified is south of the Conestoga Parkway and has a radius slightly more than a kilometre from The Aud. The study determined there are approximately 3,125 places to park in the study area comprised of 1,800 stalls in the Aud's parking lot and 1325 legal on-street spaces. A survey determined that 89% of the spectators arrive by cars that need to be parked and there is an average of 2.3 people per car. Currently on a typical game night a total of 2,260 parking spots are required leaving a total of 866 unused on street parking spaces within the study area. The report indicted 385 additional parking spots would be required for the 1,000 seat addition. As a result, there is capacity in the study area for the additional 385 cars however parking would be entirely on the road network. The study indicated a number of strategies individually or in combination could mitigate the impact of the additional parking requirements including the following: shuttle service expand parking on site • incentives to increase shuttle usage transportation option marketing • free parking downtown to compliment the shuttle and/or paid parking at Aud • further on street parking restrictions • incentives to increase ridesharing Another option was to do nothing and simply spread the parking zone further from the Aud based on the fact there are typically only 34 - 50 days of at capacity parking activity. It was indicated there are pros and cons to each of these strategies and they all need more investigation and feasibility analysis to determine which ones, if any would lessen the impact of the additional 385 cars. A copy of the parking study is attached as Appendix 3. The Kitchener Rangers have committed to operating and funding a shuttle service from the Charles and Benton parking garage and the main transit terminal on Charles St. to the Aud. At this time, it is thought the shuttle would operate as follows: • 4 transit buses operating in loop -Start 1 hour and 15 minutes before game time • 1 bus operating during game • 4 transit buses operating for45 minutes after game bus would stop at the BentonlCharles parking garage and main transit terminal. Taking into consideration loading and unloading time and heavy traffic around the Aud, a complete loop for each bus may take 20 - 30 minutes. With 4 buses, no one should wait more than 5 - 7 minutes. The bus operating during the game would be used only if someone needed to leave early 4-5 Lease Agreement with KRHC The KRHC recently exercised their option to extend the facility lease agreement with the City of Kitchener. The extension acknowledged the parties would need to enter into a new long term lease (regardless of whether the expansion is approved or not). If the expansion is approved, the new lease would be structured based on the following major principles: • 16 year term (to align with the term of the loan) with a 4 year option there is no change to the base revenue sharing formula from the existing agreement the KRHC will be responsible for the entire cost of the $9.6 million expansion project including any cost overruns over the 16 year term • with the exception of covering the cost of incremental expenses (servicing, cleaning and utilities), the regular season revenue from the following areas will be utilized by the KRHC to fund the expansion loan payments: - 1000 new seats - new loft style suites - 2008 seat addition • The KRHC will receive 60% of the gross revenue starting in 2018/19 season and beyond to a preset maximum (plus annual CPI} from the current suites to fund the expansion project should the loan be provided to the KRHC by the City in any manner and should the KRHC change its non profit status to a for profit status, the City at its sole discretion can immediately request payment of the entire outstanding loan including interest due on the loan until it is retired ALIGNMENT WITH CITY OF KITCHENERSTRATEGIC PLAN: This report aligns with two community priorities identified in the City of Kitchener Strategic Plan. These are as follows: Leadership and Community Engagement -Work with funding partners to address gaps in grant funding for individuals and groups in the community. Development - Maintain a balanced approach to replacing and/or expanding existing infrastructure and building new infrastructure. FINANCIAL IMPLICATIONS: Scenario 1: City Debt Issue for the Expansion Ideally, a debt issue by the City on behalf of the KRHC would have no impact on the tax base, but it would still increase the City's overall debt load. The City's debt graphs have been updated with up to date figures and included as Appendix 4. If the City were to issue debt on behalf of KRHC, the City would receive a payment from the KRHC, which would then be used to pay the carrying costs (principal and interest) of this debt. By acting as an intermediary and issuing debt on behalf of the KRHC, the City would be 4-6 assuming risk that the KRHC would default on the payment of that debt. If this were to happen, the tax base would be required to fund the carrying costs of the debt. Scenario 2: Rangers Finance the Expansion The KRHC business case assumes an interest rate equal to the City's debt issue rate. If the KRHC were to finance the project through either traditional lending markets or Infrastructure Ontario, the rate they receive would be higher than the City's debt issue rate. The KRHC would be looking to the City to pay for this cost differential, which would be an impact to the tax base. In the case of the Infrastructure Ontario loan, the cost differential is $23,078 per year over the 15 year term of the loan ($346,165 in total). For traditional lending markets, the cost differential would likely be significantly higher. Potential Revenue Increases to Offset the Differential Regardless of which financing option is chosen for the expansion, additional revenues are likely to accrue to the City. These include revenues related to increased food and beverage sales from the additional 1000 people in attendance. The current per person spending on food and beverage is approximately $6 net of HST resulting in a gross revenue increase of approximately $200,000 per year. It would be reasonable to assume the City's share of between 15% - 20% of the gross revenue would produce a minimum of $30,000 in additional annual revenues to the City which is enough to fund the cost differential associated with the 10 loan. This would eliminate any concern about the project having an impact on the tax base. In addition the City would receive its share of any playoff revenues on the new seats but we are not counting on this revenue as it can't be guaranteed. Alternate Recommendation The report recommendation does not provide for the City to issue the loan in any circumstance. There are potential concerns including the following: the project is still in limbo as it takes 10 a minimum of 6 - 8 weeks or longer to render a decision the is no guarantee 10 will approve the loan and if they do they may require the City to be a guarantor which will mean the loan will impact the City's debt position by the full amount should the KRHC not be willing to continue to invest in the project without a firm commitment it puts a spring 2012 start date in jeopardy and may cause the project to be delayed by a year the KRHC could withdraw their offer entirely without a firm commitment the KRHC favours an arrangement where the City is providing the loan Staff have considered an alternative that would allow council to provide the KRHC with a guarantee that the project will be supported by the City even if 10 does not approve the loan. This alternative is not recommended, primarily because it would negatively affect the City's debt load which is already a matter of serious concern. The primary advantage of the alternative is that it would allow the KRHC the ability to continue to move forward and complete the project for the 2012-2013 season. The alternative recommendation could be as follows: 4-7 1 Staff Report Krr~.~-~~,i~iER CommunityServicesDepartment www.kitthenerta "That the Kitchener Rangers Hockey Club (KRHC} be granted approval to proceed with an expansion to the Kitchener Memorial Auditorium Complex as outlined in report number CSD-11- 102 and CSD-11-110; and, That the KRHC be directed to pursue funding for the project as an eligible organization through 10; and, That should the KRHC be successful in receiving a loan from 10 to fund the project, that the City of Kitchener will fund the cost differential through annual payments over the term of the loan between the rate provided by 10 to sport organizations versus the rate provided to municipalities; and, That the City provide construction financing until 10 renders their decision; and, That should the KRHC be unsuccessful in their 10 loan application, that the City of Kitchener provide a loan through a municipal debenture repayable with principal and interest over a 15 year period; and, That following confirmation of the loan option, the Mayor and Clerk be authorized to enter into a 16 year lease with a 4 year option at the sole discretion of the KRHC, subject to the satisfaction of the City solicitor; and further, That the KRHC be considered the project owners including being authorized to engage the project architect and general contractor. " COMMUNITY ENGAGEMENT: Please see above under Report section. CONCLUSION: Approval of the recommendation is required to allow KRHC to continue to proceed on the work required to undertake an expansion of the Dom Cardillo Arena at the Kitchener Memorial Auditorium Complex. Should council not approve the recommendation, all work shall cease and no further action will be undertaken. ACKNOWLEDGED BY: Jeff Willmer, Deputy CAO, Community Services Department 4-8 Appendix 1 Detailed Summary of Community Engagement Kitchener Ranger Proposed Expansion of the Aud Friday October 21St, 2011 Total surveys submitted:130 • Online surveys: 108 • Hard copies submitted at neighbourhood meeting: 20 • Email: 2 Summary of survey feedback 1. Do you attend Kitchener Rangers games on a regular basis? • 76% -yes • 24% - no 2. Do you live near the Aud? • 51 % -yes • 49% - no 3. Do you support or oppose the Kitchener Rangers' proposal to expand The Aud? • Support expansion: 74% • Oppose expansion: 17% • Undecidedlneutral:9% Reasons for support: • Proposal addresses lengthy waiting list for season tickets. • The history, character and tradition of The Aud should be preserved. • Cost-effective proposal • More seating may attract larger musical acts to venue. • Helps to better promote Kitchener Rangers. • Greater revenues can be generated with more seats. • Help Kitchener stay competitive in the Ontario Hockey League. However, a significant amount of support is conditional on whetherthe city addresses some or all of the following concernslfeedback: • Parking on neighbourhood streets during Kitchener Rangers' games is challenging now; adding more seats will serve to worsen the situation. • More bylaw enforcement around on-street parking is needed during hockey games. • Only one-way parking should be permitted on narrow city streets, given safety issues associated with emergency access. • A sidewalk is needed along Sherbourne to EastAvenue for safety reasons. • A shuttle bus from the downtown must be introduced. Reasons for opposition: 4-9 • Lack of parking at The Aud; on-street parking in neighbourhoods near The Aud will increase. • Adding 1,000 seats to The Aud is not enough to address the seating issues; this expansion would be a waste of time and money. • Given current economic climate, it's not the right time to expand. • Efforts should be directed toward building a new arena instead. • Games are already overcrowded; adding more seats will further the problem. • Expansion will do nothing to attract more touring shows/concerts. 4-10 4-11 +~~na Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 26, 2011 Contents Purpose and Restrictions of this Report ............................................................................ l Background ....................................................................................................................... 4 Scope of Review ................................................................................................. 6 2 Summary of Observations ................................................................................... 7 3 Analysis of Project Revenue ............................................................................... 9 3.1 Overview of Revenue Projections ...................................................... 9 3.2 Ticket Revenue Regular Season ........................................................ 9 3.3 New Suites ....................................................................................... 10 3.4 2008 Seat Addition ........................................................................... 11 3.5 Existing Suites .................................................................................. 11 3.6 Interest on Reserve Account ............................................................ 12 3.7 Excess Financing Costs .................................................................... 12 3.8 Commissions .................................................................................... 13 3.9 Projected Revenue not Directly Attributable to the Project ............. l4 3.10 Further Revenue not Included in the Projections ............................. 14 4 Analysis of Incremental Operating Costs ......................................................... 17 4.1 Construction Interest ........................................................................ 17 4.2 Depreciation ..................................................................................... 18 4.3 Incremental Rent Costs .................................................................... 18 4.4 Credit Card Fees ............................................................................... 20 4.5 Selling Commissions ........................................................................ 20 4.6 Further Costs not Considered ........................................................... 20 5 Analysis of Loan Payback ................................................................................ 21 5.1 Loan ................................................................................................. 21 5.2 Loan amortization method ............................................................... 21 5.3 Covenants ......................................................................................... 22 6 Other Risks to the Projections ........................................................................... 23 6.1 Interest Rate is not Locked In .......................................................... 23 6.2 Other Hockey Franchises ................................................................. 23 6.3 Construction Delays Beyond Five Days .......................................... 23 6.4 Season Ticket Renewals ................................................................... 23 6.5 Refurbishment of Existing City of Kitchener Suites ....................... 23 Appendix A -Financial Projections ............................................................................... 24 Appendix B - VVorkplan .................................................................................................. 25 4-12 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 Purpose and Restrictions of this Report This report (the "Report") is provided to the City of Kitchener pursuant to our engagement letter, October 11, 2011 and is subject in all respects to the terms and conditions of that engagement letter, including restrictions on disclosure of this Report to third parties. We understand that our Report is intended to assist the City of Kitchener in understanding the risks associated with the Transaction. We understand it will be provided to City of Kitchener Council in respect of the indicated purpose only and we consent to that use. It is not to be used in whole or in part by anyone other than the City of Kitchener for any purpose. If this Report is received by anyone other than our client, the recipient is placed on notice that the attached Report has been prepared solely for our client for its own internal use and this Report and its contents may not be shared with or disclosed to anyone by the recipient without the express written consent of the City of Kitchener and KPMG LLP. KPMG LLP shall have no liability, and shall pursue all available legal and equitable remedies against recipient, for the unauthorized use or distribution of this Report. We have completed our engagement to assist the City of Kitchener in performing lender due diligence in connection with your prospective investment (the "Transaction") in the Kitchener Rangers Hockey Club (the "Rangers", the "Club" or "KRHC") in accordance with the terms of our engagement letter, the Transaction being described in more detail later in this Report. Objective The objective of our engagement was to assist you with your assessment of the risks of entering into the Transaction. Our work was primarily conducted through review of information prepared by the Rangers management team (the "Management") and the review of their model. The primary scope of our engagement was to make inquiries and perform analyses based on information made available to us concerning the incremental revenues and expenses, directed toward those business activities and related financial data of interest to you. Basis of Information The engagement letter describes the procedures we were to perform during the engagement (See Appendix B). Those procedures were selected by you and were limited in nature and extent to those that you determined best fit your needs. We make no representation regarding the sufficiency for your purposes of the procedures selected, and those procedures will not necessarily disclose all significant matters about the Rangers or reveal errors in the underlying information, instances of fraud, or illegal acts, if any. This Report was prepared by us on the basis that you and the Rangers provided us with all relevant information you received concerning the Rangers. The procedures we performed do not constitute an audit, examination or review in accordance with standards established by the Canadian Institute of Chartered Accountants ("CICA"), and we have not otherwise verified 4-13 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 the information we obtained or presented in this Report. We express no opinion or any other form of assurance on the Rangers internal control over financial reporting or on the information presented in our Report, and make no representations concerning its accuracy or completeness. We have not compiled, examined, or applied other procedures in accordance with Statements on Standards for Attestation Engagements issued by the CICA to prospective information contained in this document and, accordingly, express no opinion or any other form of assurance or representations concerning the accuracy, completeness or presentation format of such prospective information. There will usually be differences between projected and actual results, because events and circumstances frequently do not occur as expected, and those differences may be material. The data included in this Report was obtained from you and the Rangers from October 11, 2011 to October 19, 2011, inclusive. Because of its special nature, this Report is not suited for any purpose other than to assist the City of Kitchener in its evaluation of its loan to the Rangers, and, as such and as agreed in the engagement letter, is restricted for your internal use (and that of council) only. Accordingly, KPMG does not accept any liability or responsibility to any third party who may use or place reliance on our Report. The financial estimates presented in this Report are based on assumptions developed with, and agreed upon by the Rangers for the purposes of completing the financial analysis. The assumptions used in this analysis are subject to change as the Rangers make final decisions concerning the specifics of the expansion Project and new seats. Should the final decisions vary from the assumptions included in this Report, the revenue projections and financial estimates presented will require modification. Estimates and analyses presented in this Report were based on economic trends and market assumptions regarding future events, which are subject to variation and change between 2011 and 2026. Therefore, actual results will vary from the information presented and the variations may be material. Accordingly, KPMG expresses no opinion as to whether these projections will be achieved. This Report and the comments and conclusions expressed herein are valid only in the context of this Project. Selected comments or conclusions should not be examined outside of the context of the Report in its entirety. This Report is not intended for general circulation or publication, and is not to be reproduced or used for any purpose other than that indicated above without our prior written permission. KPMG will not assume any responsibility or liability for damages or losses incurred by the City of Kitchener or any other parties as a result of the circulation, publication, reproduction, use of or reliance on this Report. z 4-14 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 The following table provides a list of abbreviations used throughout this report. ~~~- The City City of Kitchener The Rangers /The Club The Project /Project 2012 The Aud /The Auditorium IO Kitchener Memorial Auditorium Complex Infrastructure Ontario 115 King Street South 2nd Floor Waterloo, ON N2J 5A3 519-747-8800 Kitchener Rangers Hockey Club Expansion of the Kitchener Auditorium of a further 1,000 seats Douglas Dawdy Don Mc~Gnnon Chris Shalhoub Partner Senior Manager Associate 3 4-15 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 Background The Kitchener Rangers Hockey Club is a successful Major Junior A hockey franchise operating in the Ontario Hockey League. The Club has been "community" owned since 1967 and operates out of the Kitchener Auditorium (the "Auditorium"), owned by the City of Kitchener (the "City"). The team has been both successful on and off the ice, with two Memorial Cup appearances in the past 10 years as well as eight consecutive years of standing room only crowds. The Rangers are recognized as a premier franchise in the entire Canadian Hockey League. The Club has been able to donate significant sums to local minor hockey in recent years due to its excellent financial management and profitable operations. The purpose of the Rangers is to: • establish, maintain and conduct a hockey club and to promote interest in hockey, recreation and sports in general • maintain a Junior A team and such other teams as may be necessary for the promotion of Junior A hockey in the City of Kitchener • promote hockey games and conduct other such sporting events as may be necessary for the promotion of hockey • employ such persons as may be necessary for the promotion of hockey • take an active interest in the promotion of athletics • unite members in the bonds of friendship, good fellowship and mutual understanding Auditorium Expansion The Rangers have proposed an expansion of the Auditorium to the City of Kitchener and this expansion is supported by a report compiled by Deloitte in July 201 1. The purpose of the Deloitte report was to examine the market support for expanding the Auditorium beyond its current capacity. The Deloitte report concluded that market penetration potential for the Rangers, irrespective of arena size, would currently support in excess of 8,200 fans per game. In addition, future market penetration potential exists to increase this to support a 9,700 seat facility. The Deloitte report is further corroborated by the Rangers having a season ticket waiting list in excess of 1,300 seats as at the beginning of the 2011-12 season. In preparing the expansion Project (the "Project" or "Project 2012"), the Rangers established six foundation goals: • Increase seating capacity - to meet the community's demand for tickets to Rangers games • Improve team facilities -expand dressing room, training and medical facilities and office space • Improve fan comfort and services -additional washrooms, concessions, expanded concourse space and wider, more comfortable seating options • The Club to provide the majority, if not all, funding including interest costs • The business plan, developed by the Rangers, would draw upon new revenue sources and sources that were not currently considered operating revenues of the Rangers 4 4-16 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • A lease would be established with the City of Kitchener that would provide no reduction in current rents paid but would not provide for any new revenue sharing for the City of Kitchener We understand that after a strategic review of the Auditorium, lengthy discussions with the City of Kitchener, and an assessment of other alternatives including a brand new arena and a significantly larger $60,000,000 renovation, the City of Kitchener and the Rangers are now proposing and have a broad agreement on a $9,600,000 expansion and renovation plans. This Project will include: • An additional 1,000 seats to the Auditorium main spectator arena. Of the 1,000 seats, 920 seats will be made available to the general public and 80 seats have been allocated to the additional eight suites. • Additional 3rd level concourse concessions, washrooms, Rangers store, storage and exiting. This will increase concourse space by approximately 35%. • Renovated team space including dressing rooms, player services offices, office space and improved accessibility • A 4th level media suite • Loft suites It is proposed that the City of Kitchener borrow the required funds and lend these funds to the Club. The interest bearing loan to the Club will include terms which reflect principal repayments to the City of Kitchener over a 15 year time frame. 5 4-17 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 1 Scope of Review Purpose: We were requested to prepare a report to assist the City of Kitchener with its review of a loan to the Rangers. The engagement letter describes the procedures we were to perform during the engagement (See Appendix B). During our engagement: • We obtained and read Project 2012 Expansion Statements of Revenues & Expenditures & Cash Flows, consisting of a report and financial model to show the Project 2012 projections, as prepared by the Rangers (the "projections") • We obtained and read other supporting documentation as prepared and supplied by the Rangers We obtained and read a report entitled :Kitchener Memorial Auditorium Complex Goals and Needs Feasibility Review (prepared by Deloitte) We had discussions with Steve Bienkowski, Chief Operating Officer of the Rangers, and Keith Baulk, Director of Enterprise for the City of Kitchener Scope exclusions: We were specifically instructed to consider the Project on a stand-alone basis, and not assess the Rangers organization or its financial capacity or performance as a whole. We were specifically instructed not to review the construction costs estimates and to assume that the $9,600,000 loan requirement based on these estimates is reasonable. 6 4-18 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 2 Summary of Observations We have been asked by the City of Kitchener to prepare this report on the basis of the incremental revenues and expenses associated with Project 2012 as described herein. 1 2 5 10 16 Total 2012-13 2013-14 2016-17 2021-2022 2027-28 Revenues (see Section 3) $ 515,667 931,092 996,595 1,481,522 1,748,228 20,876,007 Expenses (see Section 4) $ 243,535 1,082,059 1,033,415 932,371 781,664 14,432,250 Project income $ 272,132 (150,967) (36,820) 549,151 966,564 ~ 6,443,756 Add back: depreciation (see Section 4.2) - 640,000 640,000 640,000 640,000 9,600,000 Add back: interest on long term debt - 355,475 298,038 186,869 23,119 ~ 3,039,210 Project operating cash flow $ 272,132 844,508 901,218 1,376,020 1,629,683 19,082,966 Principal and i nterest p ayment - 842,614 842,614 842,614 842,614 12,639,210 Debt service ratio 100% 107% 163% 193% 151% Note: As prepared by the Rangers. Debt service ratio calculated by KPMG. Only selected years shown. See Appendix for details. • The Rangers have incorporated any and all significant incremental revenues and expenses that are related to the expansion of 1,000 seats. We are not aware of any significant expense that the Rangers have excluded. • The debt service ratio for Project 2012 as presented is in excess of 125% from year seven and onward. The inclusion of additional revenue sources would result in all years in excess of 125%. See Section 3.10. • The projections, as prepared by the Rangers, do not draw upon any cash flows currently available for the operations of the Club. The projections include revenue sources that we understand to be separate and distinct from Project 2012, defined as the 1,000 seat expansion and 8 new loft suites. Included in these projections are future anticipated cash flows and minor expenses from other projects, such as the existing suites and 2008 seat expansion. We understand that these cash flow items are currently unavailable to the Club but are determinable and will become available to be allocated to the Project. See Section 3.9. • The first semi-annual payment of $421,307 is to be made July 3, 2013. This is one month into the second fiscal year of the Project. This payment is in excess of the cash flows projected in the first fiscal year and therefore will require a short advance from their current operations for year two revenues. • The loan repayments are currently projected to be made as blended payments. To reduce risk, the payment options also include "serial" or "straight-line" amortization. See Section 5.2. This change in amortization method would decrease cash flow projections by approximately $150,000 in the first year and reducing thereafter. While blended payments are an option with Infrastructure Ontario, straight-line is more common in commercial loans. • A significant potential risk to the Project's cash flows is the interest rate risk associated with the 15 year loan. The interest rate modelled is currently not "locked in". See Section 6.1. ~ According to the Project 2012 Expansion Statements of Revenues & Expenditures & Cash Flows report, as prepared by the Rangers, a proposed updated long term leasing agreement with the City of Kitchener has been summarized. The terms are as follows: 4-19 Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • Structured in same format as existing lease -all terms and conditions remain unchanged including revenue sharing percentages • Term: 16 years • Renewal Option: Rangers option - 4 year renewal • 100% revenue from Project 2012 new seats and new suites remain with the Rangers (no capital reserve fund charges or 19% revenue sharing) • 100% of 2008 seat revenue remain with the Rangers (no capital reserve fund charges or 19% revenue sharing) • 10% commission on beer sales (net of tax) from new concessions and suites to the Rangers • Existing suites lease revenues -split starting in 2017-28 season. The Rangers are to receive the first $338,000 in revenues adjusted for CPI increase applied by the City of Kitchener annually until expiry of lease term, including renewal period • Playoff seat revenue will be shared on the same basis as current lease 8 4 - 20 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 3 Analysis of Project Revenue 3.1 Overview of Revenue Projections 1 2 5 10 16 Total Revenues 2012-13 2013-14 2016-17 2021-2022 2027-28 Ticket revenue regular season $ 440,131 526,677 558,298 610,849 677,089' 9,454,040 New suites 38, 788 55, 488 82, 254 93, 050 104, 789 1, 361, 348 2008 seat addition - 300,000 300,000 300,000 300,000 4,500,000 Existing suites - - - 358,476 403,702 3,698,816 Interest on reserve account - 4,592 14,238 87,367 249,787 1,343,037 Excess financing costs 32,000 38,045 33,182 22,277 2,981 379,112 Commissons 4,749 6,290 8,622 9,503 9,880 139,654 $ 515,667 931,092 996,595 1,481,522 1,748,228 20,876,007 Note: Schedule as prepared by the Rangers and only s elected yea rs are displayed 3.2 Ticket Revenue Regular Season Regular season revenue is calculated using the following assumptions: ~ Season ticket prices of $603.67 for adults, or $534.21 net of HST; an increase of 2% from the 2011-12 season Season ticket prices of $463.81 for children, or $410.46 net of HST; an increase of 2% from the 2011- 12season Sales mix of 85% adults and 15% children Occupancy of 1,000 new seats, effectively 100% • Annual price increase due to inflation of 2.0% on adult tickets and 2.6% on children tickets in Year 1, adjusting downwards towards 1.60% on adult tickets and 2.20% on children tickets through Year 16. The season ticket prices for adults are projected to increase from a gross cost of $591.83 to $785.01 by 2027-28. The season ticket prices for children are projected to increase from a gross cost of $454.72 to $652.34 by 2027-28. • Due to anticipated construction completion date of October 2012, the Rangers have estimated that the expansion will be open for 29 home games in the 2012-13 season, a loss of 5 home games from the annual 34. No loss of games for rest of the arena are forecasted as the area under constructed is not expected to interfere with the rest of the seats. • The capital reserve fund charges assessed by both the Rangers and the City of Kitchener on each ticket for these 1,000 seats will be allocated 100% to the loan paydown. Currently, capital reserve fund charges of approximately $2 per game per ticket are accumulated by the City and the Rangers for future capital expenditures. • The projections assume that all seats are sold as season tickets as opposed to walk-up, single game ticket sales. Walk-up, single game ticket sales generate a higher amount of revenue. KPMG Observations • The increase in season ticket prices is attributable to inflation for the upcoming 16 years. According to Rangers management, ticket price increases have come sporadically over the previous ten years but at 9 4-21 Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 an average of greater than two percent per year. An increase in season ticket prices will increase cash flows specific to Project 2012 and to the current operations of the Rangers. With the on and off ice success of the Rangers over the past ten years, higher than average ticket price increases were expected. Going forward, inflationary increases have been considered. • KPMG did not obtain data to confirm the sales mix of 85% adults and 15% children, but per conversation with the Rangers, this is their current mix, and we see no evidence contrary to this assumption. • Based on the current waiting list of over 1,300 seats and with the support of Deloitte's conclusions in their report, we see no evidence to the contrary in relation to the assumption for the projected occupancy of the additional 1,000 seats of 100%. KPMG obtained the attendance per game for each season between 1999-00 and 2010-ll, noting that average capacity on an annual basis has ranged from a low of 82.33% in 1999-00 to a high of 103.52% in 2005-06. Capacity has been equal to or greater than 100% from 2003-04 onward. Risks pertaining to attendance assumptions will increase in the later years of the projections due to general assumptions of predicting events far in the future. Although assuming 100% occupancy is not a conservative assumption, it is well supported. ~ According to the construction timing map provided by the Rangers, Project 2012 is anticipated to be completed after the hockey season has started, five home games are typically scheduled at this time. Significant risk surrounds any construction delays and the postponement of opening the new expansion. If construction delays ensue, the estimated loss per home game included in the Rangers assumptions for the 2012-13 season is a loss of revenue of approximately $15,122 per game. ~ Consistent with previous construction projects completed by organizations in the Ontario Hockey League and other special events, teams have the ability to adjust their schedule to accommodate facility usage for non-hockey events. If the Rangers are able to begin league play for the 2012-13 season on the road, there may be a reduction of less than five home games. • The Rangers have included the assumption that the capital reserve charges on each ticket on the new seats that are currently being collected by the Rangers and the City of Kitchener will be allocated towards the Project. We have recalculated the amounts included and agree with the Rangers calculations, $35,000 in the first year for each of the Ranger's and the City of Kitchener's capital reserve. 3.3 New Suites Based on the current Project 2012 building design, there will be an additional eight suites constructed and available for lease. The suites will not have a view of the playing surface and will be used for hospitality purposes. The suites are constructed to hold a maximum of ten customers. Seats, identified as VIP seating, will be located in the new expansion for those who purchase suites. The revenue stream generated from the new suites is calculated as follows: For the 2012-13 and 2013-14 season, a total of three suites will be leased on an annual basis at a cost of $10,200 per suite. This will generate revenue of $30,600. The number of suites leased on an annual basis will increase to a maximum of six by 2018-19. All ticket sales are charged in addition to the rental fee for the suite, as described in Section 3.2 • The remaining suites that are not leased on an annual basis are assumed to be rented out on a per game basis. The occupancy rate, on a per game basis, ranges from 25% in 2012-13 to a maximum of 70% by 2016-17. • The rental suites are assumed to be rented for $350 per game. The price for rental suites is assumed to be increased based on an annual inflation rate of 2%. io 4 - 22 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • The calculation of new suite revenue for year one has been adjusted to reflect that 29 games are estimated to be played at the Auditorium. KPMG Observations ~ The existing suites are currently rented at approximately $600 per game based on the pricing the City of Kitchener has charged. The Rangers projection of $350 per game represents a 42% discount off of current suites, considering the suites are more hospitality in nature. The City of Kitchener currently has 23 of 25 suites leased out for the year. The remaining two suites are rented on a game by game basis. • The Rangers have assumed a multiyear ramp up in the occupancy of these suites. 3.4 2008 Seat Addition The 2008 seat addition was an undertaking that added an additional 447 seats to the Auditorium. The current annual payment relating to this addition is $292,000 due in November 2011, and the remaining and final payment of $305,000 is due in November 2012. The Rangers have made the assumption that the revenue that is currently being generated from the 2008 seat addition, $300,000, will now be allocated as revenue supporting Project 2012. KPMG Observations • The revenue contribution of the 2008 seat addition of $300,000 is not adjusted for inflation or an increase in ticket prices, a conservative approach relative to the balance of the model. • The $300,000 amount is calculated as the approximate cost of principal and interest that the Rangers currently pay to the City of Kitchener for the original financing provided for the 2008 seat addition. With the final payment due next year, this stream of revenue that is not currently available to the operations of the Club will be available for reallocation. • The revenue contribution assumes that the occupancy of the 447 seats added in 2008 will remain at its current occupancy of 100%. The Rangers have indicated to us that these seats have been 100% occupied since construction. • The revenue associated with the 2008 seat addition is not related to the construction or alterations associated with Project 2012. The allocation of this projected revenue is somewhat arbitrary. The revenue is currently unavailable to both the City and the Rangers as it is being used to retire the capital loan outstanding relating to the 2008 seat addition. With the loan fully retired next year, the stream of revenue is available to be allocated to this Project. As this revenue is not incremental to the Project, and should accrue to the Club regardless of the Project, we have reflected this revenue as an adjustment in our calculations in Section 3.9. 3.5 Existing Suites Existing suites are defined as suites built in 2002 and already in use at the Auditorium. For the seasons 2012-13 through 2017-18, there is no revenue from existing suites included in the Statement of Revenues & Expenditures for Project 2012. Currently, suite revenue is retained by the City of Kitchener until the end of the 2017-18 season based on current leasing arrangements to reimburse the City of Kitchener for costs to construct the suites. The Rangers have included a portion of this revenue in the Project revenues beginning in year seven of the Project. The total revenue included in Project 2012 relating to existing suites ranges from a low of $337,800 in 2018-19 to a high of $403,702 in 2027-28. The revenue for existing suites is calculated based on the following: 4-2 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • A total of $300,000 per season, today's total, representing approximately 60% of existing suite revenue. • Adjusted for inflation of 2% on an annual basis KPMG Observations • The amount of revenue that the Rangers are allocating in the proposed new lease towards Project 2012 represents approximately 60% of existing suites revenue. Revenue in excess of $300,000 is proposed to be kept by the City of Kitchener. • The revenue associated with these suites is not related to the construction or alterations related to Project 2012. The allocation of this projected revenue is somewhat arbitrary. This revenue is currently unavailable to both the City of Kitchener and the Rangers as it is being used to retire the costs of constructing the suites. As this revenue is not incremental to the Project and could accrue to the Club in any new lease regardless of the Project, we have adjusted the revenue in our calculations in Section 3.9. 3.6 Interest on Reserve Account Projected revenue relating to interest on the reserve account is included in the projection. The interest is calculated on the projected cash flows associated with Project 2012. The total interest revenue estimated to be generated from the cash flows is $1,343,037 over the 16 year duration of the Project. The interest is calculated as follows: • The interest is calculated based on estimated surplus annual cash flows retained by the Project. ~ Deposit interest rates are estimated between 1.5% in 2012-13 to 4.0% in 2027-28. KPMG Observations • The current Bank of Canada interest rate on a five year GIC is 1.53% per annum. There is significant interest rate uncertainty in both the short and longer term. If interest rates remain at current levels, cumulative interest revenue on the reserve account will decrease by approximately $870,000 over the 16 year period. • If the free cash flows generated from Project 2012 are required for any other purpose, such as working capital, leasehold improvements or unforeseen circumstances, the amount of interest revenue generated will be decreased. In order for this revenue stream to be realized, the Project cash flows need to be consistently and permanently segregated, as opposed to being notionally included in the Club's general accounts and investments. This may be difficult to accomplish over a 16 year time horizon. • Based on our recalculations of the estimated cash flows and excluding the revenues not directly associated with the Project, the reserve account would actually incur interest expenses, not revenue. Therefore we have eliminated this revenue source in our calculations in Section 3.9 3.7 Excess Financing Costs The excess financing cost source of revenue is included to reflect any incremental interest rate incurred by the Rangers as a result of direct financing. The current difference between the non-profit sports organization rate and the municipality rate per Infrastructure Ontario is 0.4%. The Rangers require the City of Kitchener will reimburse them for any additional financing costs they incur over and above the municipal rate. When calculated on the total financed amount of $9,600,000 for 16 years, the difference between the rates as calculated by the Rangers is approximately $3 79,112. iz 4 - 24 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 ~ As per Infrastructure Ontario, for sports and recreation organizations interest rates during construction are 1.95% and interest rates on a 15 year blended loan are 3.75% ~ As per Infrastructure Ontario, for municipalities interest rates during construction are 1.55% and interest rates on a 15 year blended loan are 3.35% • The excess financing costs projected by the Rangers represents the annual difference between the two rates. KPMG Observations • The Rangers require that any excess financing costs incurred by the Club to be reimbursed by the City of Kitchener. We have recalculated their amounts and agree with their calculations. • For purposes of our report to the City of Kitchener: ~ Our assumption in preparing this report is that the City of Kitchener is lending the Rangers $9,600,000 that it has received from I0. If the City of Kitchener borrows the $9,600,000 from IO and lends it to the Rangers, the rate will be 3.35% and not 3.75% assumed in the Rangers projections. • Therefore, this excess financing cost brings the net expense down to the City of Kitchener rate, and no adjustment is required for either this revenue or the interest expense (i.e. in effect they offset each other). 3.8 Commissions Commissions revenue relates to a commission fee that is applied to beer and liquor sales in the proposed concourse area, as well as food and beverage sales in the proposed new suites. The commissions are projected to generate revenues of a minimum $5,568 in 2012-13, to a maximum of $9,880 in 2027-28. The total impact of the commissions over the Project is estimated to be $140,473. The projected commission revenue is calculated as follows: ~ Food and beverage sales are estimated to be $150 per suite per game in 2012-13, increasing to a maximum of $190 per suite per game in 2027-28. The increase in the revenue has been applied by the Rangers based on historical concession sales information received from the City of Kitchener. The commissions on food and beverage sales are estimated to be 10% on gross sales. The commission percentage is consistent with current leasing arrangements with the City of Kitchener. Suite sales are calculated in the same manner as noted in Section 3.3. Beer and liquor sales are estimated to be $1,000 per game in 2012-13, increasing to a maximum of $1,500 per game in 2027-28. The increase in the revenue has been applied by the Rangers based on historical concession sales information received from the City of Kitchener. The commissions on beer and liquor sales are estimated to be 10% on gross sales. The commission percentage is consistent with current leasing arrangements with the City of Kitchener. KPMG Observations Under the current leasing arrangements, the City of Kitchener collects all revenues from beer, liquor, food and beverage sales and allocates 10% of beer sales to the Rangers. ~ Assuming food and beverage sales of $150 per suite per game, with capacity often customers per suite, the average food and beverage spend per customer is $15. 13 4 - 25 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 ~ Assuming an alcoholic beverage sells for approximately $5.00 per drink, the Rangers estimate selling anywhere from 200 to 300 drinks per game. With an increase in 1,000 seats, this represents a penetration of 20% to 30%. We have recalculated the amounts and have no issue with the assumptions. 3.9 Projected Revenue not Directly Attributable to the Project As indicated in Sections 3.4, 3.5 and 3.6, the projections include certain revenues that are not directly attributable to the Project but are currently unavailable to the operations of the Rangers. Without the allocation of these revenue streams, the Project's debt service is in excess of its expected operating cash flows over the 16 year time frame (i.e. debt service ratio less than 100%) and the Project would require funding from the Rangers operations. A summary of the impact is shown below: Revenues (see Section 3) Expenses (see Section 4) Project income per the Rangers Existing revenues (not incremental) Existing suites (See Section 3.5) 2008 Project - 447 seat revenue (see Section 3.4) Project income before adjustments Adjustments Interest on reserve account per Rangers (note 1) Interest accrual adjustment (note 2) Incremental income Add back: depreciation (see Section 4.2) Add back: interest on long term debt Incremental Project operating cash flow 1 2012-13 $ 515,667 243,535 272,132 2 2013-14 931,092 1,082,059 (150,967) 5 2016-17 996,595 1,033,415 (36,820) 10 2021-2022 1,481,522 932,371 549,151 16 2027-28 1,748,228 781,664 966,564 Total 20,876,007 14,432,250 6,443,756 - - - (358,476) N (403,702) (3,698,816) - (300,000) (300,000) (300,000) (300,000) (4,500,000) 272,132 (450,967) (336,820) (109,325) 262,862 (1,755,059) - (4,592) (14,238) (87,367) (249,787) (1,343,037) (180,000) 9,133 10,210 12,294 15,365 - 92,132 (446,426) (340,848) (184,398) 28,441 (3,098,096) 180,000 $ 272,132 640,000 640,000 640,000 640,000 346,342 287,828 174,575 7,754 9,600,000 3,039,214 9,541,118 539,916 586,980 630,177 676,195 Principal and i nterest p ayment $ - 842,614 842,614 842,614 842,614 12,639,210 Debt servi ce rati o 64% 70% 75 % 80% 75 Note: Adjustments made by KPMG. Only selected years shown, only significant adjustments have been made. See Appendix for details. 1. The interest on reserve account per the Rangers would be eliminated with our adjustments to their projections. 2. Interest should be accrued on an annual basis starting in year one to determine Project income. See Section 5.1. This is an accounting issue and does not affect cash flow. 3.10 Further Revenue not Included in the Projections Various revenue sources that were determined to be uncertain and contingent were not included in the projections by the Rangers as management have attempted to be conservative in their projections. 14 4 - 26 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 Sources of revenue Playoff game revenue Ticket price premium Advertising and sponsorship revenue Retail revenue Total additional revenue Note: As prepared by the Rangers. Playoff Game Revenue 1 2 5 10 16 Total 2012-13 2013-14 2016-17 2021-2022 2027-28 $ 47,777 48,657 51,395 56,308 62,832 879,712 58,000 58,000 58,000 58,000 58,000 928,000 60, 000 60, 000 60, 000 60, 000 60, 000 960, 000 22,950 22,950 22,950 22,950 22,950 367,200 $ 188,727 189,607 192,345 197,258 203,782 3,134,912 • Any revenue generated from ticket and suite sales from playoff games throughout the duration of the Project have been excluded as they are contingent on the Rangers success. Revenue from playoff games is also variable based on the number of home playoff games in a particular season. • The Rangers have averaged over 5.5 annual home playoff games for the last five seasons and 5.1 annual home playoff games over the last ten seasons. • In addition, historically the occupancy rates can fluctuate dramatically throughout the playoffs. Occupancy rates tend to increase as the playoff series advance forward. • The Rangers have estimated the amount of playoff revenue that can be generated on an annual basis in similar fashion to season ticket revenue using the following assumptions: • Ticket prices do not increase for the playoffs • Ticket prices increase on an average of 1.78% per season for adults and 2.28% per season for children, consistent with ticket price increases for season tickets. • The mix between adults and children remains at 85% and 15% respectively • An occupancy rate of 75% of the newly expanded 1,000 seats • Four home playoff games per season • The Rangers net share of playoff revenue, as per the lease with the City of Kitchener, remains at 85% and the City of Kitchener shares the remaining 15% of playoff revenue • Based on the assumptions noted above, playoff revenue collected by the Rangers is in the range of $47,777 in 2012-13 to $62,832 in 2027-28 for these 1,000 seats, assuming four home playoff games ~ No additional expenses relating to playoff games for the 1,000 seats were included in the projection. No additional playoff revenue generated from the new suites has been calculated. KPMG Observations • Based on data provided by the Rangers, there is a likelihood of playoff revenue on an annual basis. Based on current Ontario Hockey League playoff format, 80% of the teams in each conference make the playoffs, further supporting the inclusion of playoff revenue. • Any playoff revenue will have a positive impact on cash flows, thus increasing the ability for the Rangers to pay the financing costs related to the Project. The inclusion of playoff revenue should offset concerns over any occupancy issues. Season Ticket Pricing Adjustment • All projections included in the Project are based on the current season ticket pricing structure. 15 4 - 27 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • With the exception of upward adjustment due to inflation, there are no other pricing adjustments related to the tickets included. • Based on information provided by the Rangers, current season ticket prices are in the top quarter of the Ontario Hockey League. • According to the Rangers projections, by charging a premium of approximately $2 per game for the new expansion seats, an additional $58,000 of annual revenue can be generated. KPMG Observations • Any increase in ticket prices are very advantageous to the incremental cash flows relating to the Project, as there are minimal corresponding expense increases. • Given the premium nature of the seats, it is reasonable that a premium could be charged. Increase in Advertising and Sponsorship Revenue • The Rangers have not included any increase in revenue related to advertising and sponsorship as a result of the expansion. • Per discussion with Steve Bienkowski, he believes that advertising revenue generated relating to the on-ice boards and arena signs can be increased due to the increase in attendance. • Assuming 100% of the additional seats are occupied throughout a season, attendance increases approximately 16%. Based on current advertising revenue of approximately $600,000 per annum, an increase of 16% translates to an additional annual $96,000 increase in revenue. Amore conservative increase of 10% represents an increase of $60,000. • Any increase in advertising revenue would have a positive impact on cash flows and further enhance debt servicing costs. Increase in Retail Revenue • The Rangers have not included any increase in revenue related to retail and merchandise sales as a result of the expansion. • The Rangers currently estimate that gross revenues of approximately $1.50 per game per person are earned at the retail stores located within the Auditorium • The margin on these items is approximately 45%. • Based on 34 home games per year, the additional cash flow relating to merchandise sales is approximately $23,000. Government Grant • The Rangers applied to the federal government for P3 funding in June, 2011. Per the Rangers, the application was for a grant of 25% of Project 2012's costs, or approximately $2,400,000. This funding has not been included in the Ranger's financial projections nor KPMG's adjustments. As at the date of the report, the Rangers had not been made aware of their application status. • We suggest you request 100% of any grant money received to be used to reduce the loan, or segregated to be used for future payments ~6 4 - 28 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 4 Analysis of Incremental Operating Costs 1 2 5 10 16 Total Expenses 2012-13 2013-14 2016-17 2021-2022 2027-28I Construction Interest $ 156,000 - - - - 156,000 Depreciation - 640,000 640,000 640,000 640,000 9,600,000 Incremental Rent I Costs 68,614 64,886 68,858 76,025 85,616 1,190,719 Credit Card Fees 13,103 13, 375 14,181 15, 520 17, 211 242,119 Selling Commissions 5,818 8,323 12,338 13,957 15,718 204,202 Interest on long term debt (see Section 5} - 355,475 298,038 186,869 23,119 3,039,210 $ 243,535 1,082,059 1,033,415 932,371 781,664 ,14,432,250 Note: Schedule as prepared by the Rangers and only selected years are displayed Information pertaining to each of these line items is outlined below: 4.1 Construction Interest According to the Rangers policy, construction interest rates are treated as operating costs as opposed to capitalized and recorded in the cost of the leasehold improvements and amortized over the life of the improvement. Based on construction estimates, Project 2012 will take approximately ten months to complete. The following assumptions were made by the Rangers when projecting the construction interest costs: • A $9,600,000 construction loan will be advanced March 2012 • The loan will have a floating rate of interest of 1.95%, as per Infrastructure Ontario's sports and recreation rate, during the period of construction. • Interest will be charged on the entire outstanding loan amount, regardless of when amounts are drawn • When calculated over a ten month borrowing period, the total construction interest paid will be $156,000. KPMG Observations • In practice, the loan will be drawn upon on a periodic basis to finance the Project. As a result, the interest cost will be considerably lower for the first few months. • The Infrastructure Ontario sports and recreation interest rate of 1.95% is included in the projection. If the City of Kitchener obtains the financing on behalf of the Rangers, this amount is decreased to 1.55%. Based on the projections as completed by the Rangers, this would result in a one time savings of $32,000 in 2012-13. This would decrease cash outflows and increase Project income. Loan amount Interest rate (floating) Construction period (10 months) Estim ated cost of construction financing Sports and Recreation Municipal rate rate Difference $ 9,600,000 9,600,000 1.95% 1.55% 0.40% 0.83 0.83 $ 156,000 124,000 32,000 Note: Information provided by the Rangers, calculations performed by KPMG. • Infrastructure Ontario indicates that for construction loans the interest rate floats throughout the term of the loan until they are replaced by a debenture. This poses the risk that interest rates may fluctuate throughout the construction period of ten months. i~ 4 - 29 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 4.2 Depreciation Depreciation on the leasehold improvements is calculated using the straight-line method. The cost implied for the asset is the total amount of financing requested, $9,600,000. The leasehold improvements are to be amortized over a 15 year period which is estimated to be the useful life of the expansion. Based on these assumptions, the annual depreciation expense is estimated to be $640,000. KPMG Observations • This is a non cash item and is required to be added back to projected net income when calculating cash flow. We re-performed the calculation, and agree with their calculations, except: • Depreciation should begin in year one, the year in which the seats are substantially complete and in use as a revenue generating asset, and end in year 16, the end of the expected use of the asset. This results in 16 years of $600,000 in depreciation expense, a reduction of $40,000 per year. As depreciation does not impact cash flows we have not made this adjustment in our calculations. 4.3 Incremental Rent Costs Operating Cost Ushers Ticket License Fee Scanner Equipment Shuttle Service 1 2 2012-13 2013-14 $ 19,074 19,455 7,140 7,283 5, 000 - 37,400 38,148 $ 68,614 64,886 5 10 16 Total 2016-17 2021-2022 2027-28 20,646 22,795 25,671 355,526 7, 729 8, 533 9, 609 133, 084 - - - 5, 000 40,483 44,696 50,335 697,109 68,858 76,025 85,616 1,190,719 Note: Schedule as prepared by the Rangers and only selected years of 16 are displayed Incremental rent costs are to be reimbursed to the City of Kitchener and are broken down as follows: Ushers • Per an assessment performed by Kitchener Rangers staff and Steve Bienkowski, eight additional ushers are estimated to be required on a per game basis to compliment the additional seats. The ushers have defined coverage areas within the newly expanded portion of the arena including the elevator lobby, elevator suite level, suite level stairs, seat entrance for suites, and new seat/concourse level. • The hourly rate paid to ushers of $12.75 was included in the projection for 2012-13 and adjusted based on an estimated 2% inflation rate through 2027-28. Per historic information, ushers are paid for 5.5 hours per game Total incremental usher expense is calculated for all 34 games ~ Total costs relating to ushers is $19,074 in 2012-13 and increases to $25,671 in 2027-28. KPMG Observations • Based on data provided by the Rangers, the incremental number of ushers to be hired appears reasonable pending no change in legislation. ~ For the 2012-13 season, the projection estimates ushers will be required for 34 games yet only 29 will be played at home. This decreases the operating cost of ushers in the 2012-13 season by approximately $3,366. We have recalculated the amount and have no issue with the assumptions. IS 4-30 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 Ticket License Fee • The ticket license fee is a licensing fee paid for all tickets issued, regardless of whether they are included as a season ticket package or an individual game ticket purchased at the box office. The City of Kitchener operates the box office at the Auditorium and the Centre in the Square, where the Rangers tickets are sold. The license fee is projected at $0.21 per ticket per game, the current fee paid to the City of Kitchener. • Included in the projection is an annual increase due to inflation of 2%. The ticket license fee is calculated over the additional 1,000 tickets that are to be issued and sold. • Total costs relating to ticket license fees is $7,140 in 2012-13, and increases to $9,609 in 2027-28. KPMG Observations • As the Rangers do not have control over the fee, there is potential for the City of Kitchener to increase the aggregate fee charged or move to a variable fee calculation such as a percentage of total ticket price. • For the 2012-13 season, the projection estimates fees will be paid for 34 games yet only 29 will be played at home. By adjusting the operating fees by the decrease in six games, the cost in the 2012-13 season decreases by approximately $1,050. • We have recalculated the amount and have no issue with the assumptions. Scanner Equipment • The onetime expense of $5,000 relates to the anticipated move towards ticket scanning technology at entrance gates to the Auditorium. KPMG Observations • The costs associated with this equipment are reasonable. Shuttle Service • The complimentary bus service is proposed to be offered from downtown, beginning approximately 75 minutes before each game and ending 45 minutes subsequent to the game. • The Rangers indicate that the Downtown BIA is supportive of the proposal. The cost of the shuttle service is projected based on an average hourly rate of $110 per hour, which is the current rate the Rangers pay Grand River Transit to use transit shuttles. The cost of the shuttle service is adjusted for an annual inflation increase of 2%. • The shuttles are expected to run for approximately 75 minutes before the game, 180 minutes during the game and 45 minutes after the game for a total of 300 minutes per shuttle. The shuttles are anticipated to run for 34 games per season. • Total costs relating to the shuttle service are $37,400 in 2012-13, and increasing to $50,335 in 2027-28. KPMG Observations • For the 2012-13 season, the projection estimates that the shuttle service will be provided for 34 games yet only 29 will be played at home. By adjusting the shuttle service by the decrease in six games, the cost in the 2012-13 season decreases by approximately $5,500. • We have recalculated the amount and have no issue with the assumptions. 19 4-31 Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 4.4 Credit Card Fees Credit card fees are projected based on the gross revenue from ticket sales, effectively calculating the credit card fee on the net amount of the ticket as well as HST. The credit card fees expense is broken down as follows: Credit card fees are estimated at 2.50% of gross ticket prices, which is based on current credit card rates. Gross revenues are projected based on calculations in Section 3.2. 100% of ticket sales relating to Project 2012 are assumed to be paid for via credit card ~ The total cost relating to credit card fees increases from $13,103 in 2012-13 to $17,211 in 2027-28. The increase is mainly attributable to the increase in ticket prices as a result of inflation. KPMG Observations • It is conservative to assume that 100% of all new ticket sales will be paid via credit card. This results in the maximum amount of credit card fees being included in the projection. For every customer that does not pay via credit card and uses some other form of payment, such as a cheque, this operating expense will decrease by an estimated $13.10 per ticket. We have recalculated the amount and have no issue with the assumptions. 4.5 Selling Commissions Selling commissions are charged relating to the sale of new suites. The Rangers have projected commissions at a rate of 15% of total new suite sales generated on an annual basis. Per information provided, the Rangers currently pay 6% sales commission on the existing suites it sub-leases or rents. The selling commissions are detailed as follows: Selling commissions are calculated as 15% of net new suite revenue, as calculated in Section 3.3. ~ The total cost relating to selling commissions is $5,818 in 2012-13 to increases to $15,718 in 2027-28. The increase is attributable to an increase in the sale of new suites as well as inflation. KPMG Observations • The increase in sales commission percentage to 15% from the existing rate of 6% is related to an estimated increase to further promote the sale of suites. We have recalculated the amount and have no issue with the assumptions. 4.6 Further Costs not Considered As a result of the expansion of 1,000 seats and additional hospitality suites, as well as washrooms, concession stands, we have determined that there may be additional operating costs relating to the expanded areas that may be incurred by the Rangers and/or the City of Kitchener. The costs, listed below, are indeterminate but considered insignificant to the Project as a whole. Cleaning related expenditures ~ Repairs and maintenance to new areas ~ HVAC system maintenance and ongoing operational fees ~ Increase in utilities zo 4-32 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 5 Analysis of Loan Payback 5.1 Loan The Rangers projections include principal and interest payments semi-annually of $421,307. This is consistent with the amortization of a $9,600,000 loan, at 3.75% interest rate for 15 years with blended payments. As noted in Section 3.7, we have found two completely offsetting issues with this payment amount. 5.2 Loan amortization method • There are several amortization methods which can be used, each of which results in a different principal repayment pattern for a loan. • In this report we have considered a comparison of the blended payment method used by the Rangers and the straight-line method • Straight-line - $9,600,000 / 15 = $640,000 in principal payments per annum, plus a reducing amount of interest per year as the principal is repaid. • Blended - a constant total principal and interest payment is maintained, with the principal portion of each payment increasing as the interest costs decline. • Table 5.2 outlines the differences • Lenders will alter the amortization terms selected for a loan based on various risk factors, including debt covenants, current and anticipated asset values in a market place, future renovation costs and nature of the asset (i.e. single or multipurpose asset) • Table 5.2 outlines the two methods, the straight-line method results in significantly more principal being repaid in the earlier years, but also results in an additional $152,323 cash flow required in year one. This change would significantly impact Project cash flows, especially in early years, but has not been adjusted for in our calculations. 2013-14 $ 842,614 994,937 152,323 2014-15 842,614 969,951 127,336 2015-16 842,614 947,595 104,980 2016-17 842,614 921,129 78,515 2017-18 842,614 897,984 55,369 2018-19 842,614 873,984 31,369 2019-20 842,614 849,951 7,336 2020-21 842,614 825,951 (16,664) 2021-22 842,614 802,838 (39,776) 2022-23 842,614 777,984 (64,631) 2023-24 842,614 753,655 (88,959) 2024-25 842,614 729,984 (112,631) 2025-26 842,614 706,148 (136,466) 2026-27 842,614 682,148 (160,466) 2027-28 842,614 657,852 (184,762) $ 12,639,214 12,392,088 (247,126) Note: Information obtained from Infrastructure Ontario loan amortization schedules. Schedule prepared by KPMG. The total difference of $247,126 relates to lower interest charges due to faster amortization of the principal. z~ 4-33 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 • There is a significant increase in the cash flow projected beginning in 2018-19 of $337,800 relating to the existing suites revenue. It may be advantageous to consider having this revenue source applied to accelerate the principal reductions, if possible 5.3 Covenants • Typically, commercial loans contain financial and non-financial covenants of the borrower to reduce the risk to lender. The City of Kitchener may include these standard covenants in the loan agreement. • A financial covenant restricting discretionary cash flows, such as community donations and capital expenditures, if certain financial performance metrics are not met, such as debt service ratio, leverage ratio, etc., could be included in the loan agreement. zz 4-34 ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 27, 2011 6 Other Risks to the Projections 6.1 Interest Rate is not Locked In The interest rate used in the loan is effectively 3.35%, as publicized by I0. This rate changes periodically based on market conditions. The projections currently assume the take out financing for the construction loan will be drawn on or about January 1, 2013, approximately 15 months from now. Long term interest rates could be higher by this time. In terms of impact, every 1 % increase in rates would have a $100,000 impact in year one, and decreasing thereafter. The total impact of a 1 % increase in interest rates would be $720,000 over 15 years. It is not possible for the Rangers to lock in this interest rate today, but it maybe possible for the City of Kitchener to do so with various other financing sources. 6.2 Other Hockey Franchises • Recently, discussions of an expansion Ontario Hockey League franchise in the City of Waterloo have arisen. It is likely that any Waterloo franchise would significantly impact the Rangers financial success and increase the risk to the City of Kitchener of debt repayment. • Over the past few years, media speculation and discussions have occurred regarding the relocation of an NHL franchise to Waterloo Region. Potentially, an NHL franchise would significantly impact the Rangers financial success and increase the risk to the City of Kitchener of debt repayment. 6.3 Construction Delays Beyond Five Days • The Rangers have developed contingency plans for any construction delays, including construction hoarding off the area, and the possibility of playing at the Waterloo Memorial Recreation Complex. All options will increase costs and may result in lost revenue to the Rangers. The construction agreement could include compensation for such issues should construction timelines not be met. If fewer delays are experienced, a further benefit maybe realized. 6.4 Season Ticket Renewals • The Rangers have experienced strong season ticket renewals on an annual basis, with an average of greater than 98% renewal rate dating to the 2007-08 season. Going forward if the renewal rate decreases, the season ticket waiting list demand will be filled and it is uncertain as to the demand for additional season ticket holders. This risk is mitigated by the Deloitte report. 6.5 Refurbishment of Existing City of Kitchener Suites • The existing suites were built in 2002. 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N N N C N +' `~ C W D ~ ~ C d r ~ D N +~ ~ IQ C L7 i _ O) 41 ~ 7 ~ N ~ N ~ ~ _ DI 01 U N +~ +> C i N +~ >[ ~ ~ S L a ~ 'O O U +~ 16 U ~ i ~ G (n `~ ~ ~ O d O C R ~ a N ~+ ~~ N ~ O = N cn O N~~ ~ O C +~ O ~ U N V N ~ Y E ~ y ~ E D O 3~ ~ y N~ y ~' v ~ ~ ~ ~ C D O * C O ~ t7 Q U O ~ ~ .s a = +' C ~ ` ~ = d V N V ~ ,~ Q1 N O V C O O O ~ ~ ~ ~ v1 y R yyi IQ ~ [6 c6 Q=1 R R ~ -6 ~' v ~ N N C u"i o v +~ . ~ ~ ~ 4 4 E ~ ~ ~ OL N Q N ~ a 0 w a N X O 3 C C •k W N O a W a` Q 01 O1 i ~ ~ Q Q C _ _ V ++ C ~ ~ 'i d D a G Z 4- ~do~ Kitchener Rangers Hockey Club Loan Project 2012 Business Plan and Financial Due Diligence October 26, 2011 Appendix B - Workplan 1. Perform diligence on the expansion business case: • Obtain and read materials provided by the Rangers' management and the Client, including all assumptions and supporting analyses underlying the Target's final model. Materials may include business plan documents, budgets, the Rangers' financial model, major analyses performed by the Rangers, and listings of relevant information resources. • Conduct discussions with key managers from both the Rangers' and the Client's organizations, to inquire about the major business assumptions that require further validation and other specific information needs. As an example, issues and assumptions could include the following: market size, pricing strength and business risks. 2. Consider the financial model and comment on the following: • Determine whether the calculations in the financial model are in all material respects internally consistent and mathematically correct; • Determine whether the input data used in the financial model is consistent and links to other models; • Determine whether the financial output of the financial model is consistent with the input assumptions; • Check that the financial model allows changes in assumptions to appropriately flow through to the results; zs 4-37 Kitchener Auditorium Parking Study Prepared for: City of Kitchener. October 2011 Paradigm Transportation Solutions Limited 43 Forest Road Cambridge ON N1S 3B4 ® pgrubb~ptsl.com ~1.519.E9 .31 Fax: 1. S 6 6.7 .5'I PROJECT SUMMARY PROJECT NAME :.......................................................... KITCHENER AUDITORIUM PARKING STUDY CLIENT: ........................................................................................ COMMUNITY SERVICES CITY OF KITCHENER CITY HALL, P.O. BOx 118 KITCHENER, ONTARIO NAG 4G7 CLIENT PROJECT MANAGER :.................................................................................... KEITH BAULK CONSULTANT:. .................................... PARADIGM TRANSPORTATION SOLUTIONS LIMITED 43 FOREST ROAD CAMBRIDGE ON N1S 3B4 TELEPHONE: 905 381 2~~9 CONSULTANT PROJECT TEAM .................................................................................... PHIL GRUBB REPORT DATE :.......................................................................... OCTOBER 2011 PROJECT NUMBER :........................................................................... 111510 4-39 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ EXECUTIVE SUMMARY Content The City of Kitchener owns and operates the Kitchener Auditorium, located at 400 East Avenue in Kitchener, Region of Waterloo. The development site is a recreational facility with three ice pads, a teaching theatre, a fitness centre, viewing lounges, change rooms, banquet facilities, a stadium, a ball park and meeting rooms. It is home to the Ontario Hockey League team, the Kitchener Rangers. The facility largely serves the local community with recreational activities, trade shows, concerts and meeting facilities as well as Rangers home games. Certain areas are additionally used as banquet halls several times throughout the year. The Rangers home games are the biggest regular generator of trips to the Auditorium and parking meets site plan requirements but is undersupplied in terms of real demand. The City of Kitchener would like to expand the Dom Cardillo arena by 1000 seats which would generate additional traffic and parking demand at the site. Paradigm Transportation Solutions Ltd (Paradigm) was retained to carry out a study to address the increase in traffic and parking demand requirements related to the proposed expansion. The study assesses the parking impacts of the expansion and provides some alternative strategies to meet the future needs and mitigate the traffic and parking impacts on the site and surrounding area. Summary The report documents the following: 1. The current parking supply at the Auditorium is about 1800 stalls within the lot and on-street parking of approximately 1326 parking spaces within the study area. Most frequently, a Ranger's game occurs at 7:30pm on Friday nights. 2. On a typical Friday night Ranger's game, there are in the order of 6000 people in attendance and the Auditorium lots are observed to be at capacity. 3. A parking accumulation survey was performed at 5:OOpm, 8:OOpm, and 11:30pm within the Auditorium Complex and the surrounding street system. This survey found that about ~~50 parked vehicles in the study area are generated by a Ranger's game. 4. A parking interview was conducted from 6:OOpm to 8:OOpm at entrances to the Auditorium. These interviews found that 89% of people arrive at the game via car and require parking. Additionally, these interviews determined that average vehicle occupancy for those who drive to a Ranger's game is 2.3 persons per vehicle. 5. The proposed 1000 seat expansion of the arena will require an addition of 385 parking stalls based on the survey results and will generate up to 545 additional vehicles trips including drop-off traffic. 6. The study area has a total parking capacity of 316 including stalls at the Auditorium and legal on- street spaces. There is currently a requirement for ~~60 spaces leaving a balance of 866 spaces in the study area which is enough to meet the additional requirement of 385 spaces, albeit these would all be on street parking. 7. Several strategies individually or in combination could mitigate the impact of the additional parking and traffic demand including: a shuttle service, providing additional parking on site, providing incentives to increase car occupancy along with supporting incentives and disincentives. These strategies individually or in combination have pros and cons and hence need more investigation and feasibility analysis to determine a preferred strategy, if any. Paradigm Transportation Solutions Limited Page i 4-40 CONTENTS 1.0 INTRODUCTION ....................................................................................................... 1 2.0 LOCAL AREA CONDITIONS ......................................................................................... 3 2.1 LOCAL TRANSPORTATION SYSTEM ....................................................................................... 3 2.2 OFF-SITE PARKING ......................................................................................................... 5 3.0 SURVEY METHOD ................................................................................................... 7 3.1 PARKING ACCUMULATION ................................................................................................ 7 3.2 PARKING INTERVIEW ...................................................................................................... 7 4.0 SURVEY RESULTS ................................................................................................... 8 4.1 PARKING ACCUMULATION RESULTS ..................................................................................... 8 4,1,1 PRE-GAME ACCUMULATION OBSERVATIONS ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, S 4,1,2 MID-GAME ACCUMULATION OBSERVATIONS ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, S 4,1,3 POST-GAME ACCUMULATION OBSERVATIONS ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, S 4.2 PARKING INTERVIEW RESULTS ......................................................................................... 10 4.3 FUTURE PARKING TRAFFIC AND PARKING DEMAND ................................................................. 10 4.4 POSSIBLE PARKING AND TRAFFIC MANAGEMENT MEASURES ...................................................... 10 APPENDICES APPENDIX A -PARKING INTERVIEW FORM Fi~uRes FIGURE 1.1: STUDY AREA .............................................................................................. 2 FIGURE 2.1: EXISTING TRANSIT ROUTE 8 ............................................................................ 4 FIGURE 2. Z: EXISTING ON-STREET PARKING ........................................................................ 6 FIGURE 4.1: PARKING ACCUMULATION RESULTS ................................................................... 9 TABLES TABLE 4.1: PARKING INTERVIEW RESULTS ........................................................................ 10 Paradigm Transportation Solutions Limited 4-41 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ ~I .O INTRODUCTION The City of Kitchener owns and operates the Kitchener Auditorium, located at 400 East Avenue in Kitchener, Region of Waterloo. The development site is a recreational facility with three ice pads, a teaching theatre, a fitness centre, viewing lounges, change rooms, banquet facilities, a stadium, a ball park and meeting rooms. It is home to the Ontario Hockey League team, the Kitchener Rangers. The facility largely serves the local community with recreational activities and meeting facilities and Rangers home games. Certain areas are additionally used as banquet halls several times throughout the year. The Rangers home games are the biggest regular generator of trips to the Auditorium and parking is currently undersupplied. The City of Kitchener would like to expand the Dom Cardillo arena by 1000 seats which would generate additional traffic and parking demand at the site. Paradigm Transportation Solutions Ltd (Paradigm) was retained to carry out a study to address the increase in traffic and parking demand requirements related to a proposed expansion of the facility. The study assesses the parking impacts of the expansion and provides some alternative strategies to meet the future needs and mitigate the traffic and parking impacts on the site and surrounding area. The subject development is located on the east side of East Avenue, bordered by Ottawa Street to the south, Stirling Avenue to the north and the Conestoga Expressway to the east. Access to the facility is provided off of East Avenue, Stirling Avenue, and Ottawa Street. The study area is primarily residential. The general location of this development relative to major roadways and the surrounding areas as well as the study area is shown in Figure 1.1 below. Paradigm Transportation Solutions Limited Page 1 4-42 ~~~ Kitchener Auditorium Parking Study ~ October 2011 ~ 111510 ~ ... Study Area Development North ~- ~~~ R~. ~~ ~~~ ~ ~ ~ ~~ ~~~~ $ ~ C s r ~,ti ` ~ ~~ ~ ` ~~ ~~ ~ ~ r ~ a~ ~ P ~~~ rw ~ d ~, ~ ti,.~' ~Il~n~~ r~ti~ ` ~~ ~' ~~ ~~rl~ `~~ ~ `ern ~rn~l~~ _ ~~. a~~ ~ ~ ~~ ` - ~~ .~, "~~~ - ~~ r ` ~~~~~ ~ ` ~~ ' ~~~" I ~~ 4, 1 ~ ~, ~ ~~~ ~~ ~~ ~a~l`a ~R ~ ~a ~~ ` ~~ ~ ~ ~ ~ r ~~ ~ ti, _ ~~~~¢ ~' f~~, ~' Eck. ~ ~~ ~ ~~ r ~ss ~ ~ D, ~' 'b ~ Kitchener Auditorium Parking Figure 1.1 ~ • ~.~ Paradigm Study Area ~~ www. ptsl . com Paradigm Transportation Solutions Limited Page 2 4-43 Kitchener Auditorium Parking Study I October 2011 1111510 ~~~ 2.O LOCAL AREA CONDITIONS 2.1 Local Transportation System The development site provides vehicular access via the following driveways: East Auenue: there are five driveways to the complex off East Avenue that provide access to the site accommodating left and right turn movements to and from the complex. Two of these driveways provide access to a drop-off location at the main entrance to the building. The other three driveways provide access to the major parking lots. Stirling Auenue: there is one driveway off Stirling Avenue. This driveway provides access to two major parking lots on the north side of the complex. Ottawa Street: there is one driveway off Ottawa Street. This driveway provides access to the major lot to the south of the complex. Sherbourne Auenue -there are two entrances to parking lots to the south-east of the complex including the drop-off loop in front of the Ottawa St entrance to the facility. The conditions of the roadways immediately surrounding the site are summarized as follows: East Auenue is anorth-south collector street with a four lane cross-section within the study area. Limited intermittent on-street parking is permitted on both sides of the roadway from Stirling Avenue to Krug Street but no on-street parking is permitted south of Stirling Avenue adjacent to the complex. There are residential developments on the west side of the street and the Auditorium to the east, within the study area. The intersections of East Avenue and Weber Street/Ottawa Street, and East Avenue and Cameron Street are signalized. All other intersections are stop-controlled. The speed limit on East Avenue is 50 kilometres per hour. Stirling Auenue is an east-west local street with atwo-lane cross-section within the study area. On- street parking is permitted on both sides of the roadway from Dumfries Avenue to East Avenue. West of East Avenue, on-street parking is available in some street sections. The existing developments along Stirling Avenue include residential to the north and the Auditorium directly to the south within the study area. All intersections along Stirling Avenue within the study area are unsignalized. The speed limit on Stirling Avenue is 50 kilometres per hour. Ottawa Street is an east-west arterial road with four travel lanes within the study area. On-Street parking is not permitted on both sides of the roadway in the vicinity of the development. Ottawa Street provides access to commercial developments to the east and west and access to the Conestoga Parkway to the east of the development. The intersection of Ottawa Street and Weber Street is signalized. All other intersections on Ottawa Street within the study area are unsignalized. The speed limit on Ottawa Street is 60 kilometres per hour within the study area. This location is well served by public transit Route 8 operated by the Region of Waterloo, Grand River Transit. Route 8 operates regular bus service along East Avenue and Ottawa Street on evenings and weekends within the study area. In addition, Route 1 (Krug Street) and Route 7 on King Street are within walking distance of the site (5-6 blocks). During Rangers games Route 8 provides the following service: 30 minute service prior to game time and 45 minute service until midnight after the game . The bus routes within the study area are further illustrated in Figure 2.1. Paradigm Transportation Solutions Limited Page 3 4-44 Kitchener Auditorium Parking Study ~ October 2011 ~ 111510 ~~~ a .. ~i .~ x ~ ~ ~ d` ~a°-' ~'~ rx~~xR:R ,•' 8-: xR'-~~ a ;~QR i r I• rw' Ie ~^" ~,r ~re^ Jr.x}us~JWruµrsiSyxemy ~c~a Ix~x--Ix _ "~ a' 1 Irk r ~Ir~~.v..'~vl~rrrRx~xFr•~s.••-.•vx~a I .:,~~ ~ y r ~ r .y~~• Q. x. • i N ~~~4~7 A. ~i ~: •.~ r~ ~ ~ ~glx . • •• ~, , Rx a re x~x Y~ r rrr x R h ~ r- T17T x~ : ~hI x1fY6'+f fi x ~ - ~ •'x-a•x R'~ I - R L'. F xxu •e .+ ~ ~ ~ x e ~. ,r xx ~y t r ° ~ E f~1Y ~ 6ti~ifi ~~I, i1Y ~ ~J 1~7 ~iPS~! P~ • Development Location Kitchener Auditorium Parking Figure 2. 7 ~~ Paradigm Existing Transit Route 8 ~~` www.ptsl.com Paradigm Transportation Solutions Limited Page 4 4-45 Kitchener Auditorium Parking Study I October 2011 1111510 ~~~ 2.2 Off-Site Parking On-street parking supply is summarized in Figure 2.2 showing where parking is restricted, where parking on one side of the street is allowed, and where parking on both sides are allowed. The locations of the churches and the school are also shown. As discussed in Section 2.1, on-street parking is provided in several locations throughout the study area. In addition to the on-street parking permissions and restrictions shown in Figure 2.2, there are further restrictions on two streets noted below: Dumfries Auenue: Parking is available along the west side of Dumfries Avenue but is prohibited from January 1St to March 31St McKenzie Auenue: Parking is available along the west side of McKenzie Avenue from the Auditorium to Ottawa Street and from Ottawa Street to Sheldon Avenue. The block from the Auditorium to Ottawa Street is restricted to one hour parking and is strictly enforced during Ranger's games. Additional off-site parking also occurs as follows: Church Parking Lots: there are two churches within the study area, one on Pandora Street and one on Stirling Avenue. These lots were fully occupied during the Ranger's game. School Parking Lot: there is a school on Weber Street, north of Borden Avenue that was observed to be fully utilized during the Ranger's game. Paradigm Transportation Solutions Limited Page 5 4-46 ./. ~•~ ~~ North ' et~l Ld ~q{~ Church ^ No Parking School ^ Parking on both sides Parking on one side Kitchener auditorium Parking ~ • ~.~ Paradigm ~~` www. ptsl , com Figure 2.2 Existing On-Street Parking Paradigm Transportation Solutions Limited Page 6 4-47 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ 3.O SURVEY METHOD 3.1 Parking Accumulation A review of the fall and winter 2011 regular season schedule of the Kitchener Rangers Home games indicated the following: 1. Friday games- ~2- 7:30 PM start time ~. Sunday games- 6- x:00 PM or 7:00 PM start time 3. Monday games-1-1:00 PM start time 4. Tuesday games- 5- 7:00 PM start time Clearly, more games occur on Friday and the expected higher attendance at games on this day will result in the greatest traffic and parking impact. Accordingly, a parking accumulation survey was performed on Friday, October 1St. A Ranger's game was scheduled to begin at 7:30pm and run for approximately ~ hours and 30 minutes. There were no other events occurring at the complex during this day and time. The survey was delayed to October ~1, X011 to avoid other special events that were occurring at the complex. Activities (i.e. Oktoberfest). Parking accumulation was recorded at 5:OOpm to collect apre-game baseline condition, at 8:OOpm to collect amid-game condition, and finally at 11:30pm to collect apost-game baseline condition. Surveyors collected the number of vehicles parked on each block within the study area, in the church and school lots, and in the lots provided by the Auditorium. 3.2 Parking Interview Surveyors were stationed at the three general entrances to the Auditorium: the Stirling Avenue entrance, the Ottawa Street Entrance, and the East Avenue entrance (also known as the Main Entrance). Surveyors were stationed from 6:OOpm to 8:OOpm to best collect a variety of attendees to the game. Surveyors approached guests as they entered the building and asked them the following question: 1. What mode of transportation did you use to arrive at the Auditorium? 2. How many people were in the vehicle? 3. Where did you park? The survey form used can be found in Appendix A. From surveyor comments, it was noted that the flow of guests into the building was steady from 6:OOpm to 7:OOpm and quite busy from 7:OOpm to 7:30pm (just before the game was scheduled to begin). The flow of guests into the building decreased significantly after 7:30pm. A total of 478 surveys were collected which represented parking characteristics of 1100 guests based on occupancy. When asking the third question surveyors attempted to note where the guest parked and if it was specifically within the lots provided by the Auditorium or if it was on a specific side street. Paradigm Transportation Solutions Limited Page 7 4-48 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ 4.O SURVEY RESULTS The purpose of the data collection was to determine the potential increase in parking and traffic demand caused by the proposed 1000 seat expansion for the Rangers games. 4.1 Parking Accumulation Results The Parking accumulation was performed as described in Section 3.1. The accumulation was split into two components: on-street parking and Auditorium lot parking. Based on the data collected, it was determined that a standard Friday night Ranger's game produces approximately ~~00-300 vehicles parked within the Auditorium lots and on-street within 1 kilometre of the site. 4.1.1 Pre-game Accumulation Observations During the pre-game accumulation survey, it was found that the lots provided by the auditorium were largely empty with the exception of the lot direction on the south side of the building which had 183 vehicles parked at 5:OOpm. This is like likely due to staff and volunteer arrivals and player parking. The surrounding street networkwas also largely empty with no street fully occupied. During this survey, 3~2 parked vehicles were observed within the study area. 4.1.2 Mid-game Accumulation Observations During the mid-game accumulation survey (8:OOpm), it was found that the lots provided on the Auditorium site exceeded capacity with vehicles parking wherever space was available, including between parking lanes and on the edges of the driveway. Additionally, streets within 500 metres of the Auditorium were at capacity including: Stirling Avenue, East Avenue, Dumfries Avenue, Borden Avenue, McKenzie Avenue, and parts of Pandora Avenue. During this survey, X416 parked vehicles were observed within the study area. 4.1.3 Post-Game Accumulation Observations During the post-game accumulation (11:30pm) parking in the Auditorium lots and on-street parking within the study area had largely cleared out. During this survey,148 parked vehicles were observed within the study area. The results of each accumulation survey are shown in Figure 4.1. This figure shows that approximately X000 vehicles arrived and parked within the study area between 6:OOpm and 8:OOpm. These vehicles can be attributed to the Ranger's game. The total impact of parking in the study area during the Rangers game including staff and volunteer parking is determined by the mid-game observation minus the post-game observation of about 270 vehicles. Paradigm Transportation Solutions Limited Page 8 4-49 Kitchener Auditorium Parking Study ~ October 2011 ~ 111510 ~~~ c~ a N c a~ Y i f0 a a~ v s a~ ~~ ~~ ~o ~; o ~~ o ~, a a~ a~ ~ ~ ~ o ~~~- ~o ~ ~ o _ .. _ '- ~ o ~ V c~ D ~~ ~ ~ ~~ ~o ~~ H ^ 3 N 0 ~~ a ,~ L a .~ .~ 0 ~ ~ 0 Q ~~ U W ~ ~ Q a~ Y ~I Paradigm Transportation Solutions Limited 4A .~ L ~--~ ~ ~- L ~ ~ a o O J ^ ^ Page 9 4-50 0 0 0 0 0 0 0 0 0 0 0 0 0 o ~n o ~n o ~n m cv N ~ ~ pa~aed sa~~iyan ~o aagwnN ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ 4.2 Parking Interview Results Surveys were collected from 6:OOpm to 8:OOpm as described in Section 3.2. Based on the 468 surveys collected, it was found that 89% of people arrived by car, 5% of people were dropped-off and the remainder arrived by taxi, bus, or walking. Additionally, the vehicle occupancy was determined based on the average of all car trips surveyed. It was determined that average vehicle occupancy for those travelling to a Ranger's game by car is 2.3 persons per vehicle. This information is shown in Table 4.1. TABLE 4.1: PARKING INTERVIEW RESULTS R lt S Mode urvey esu s Car Drop-off Walk Bus Taxi Total Total Occupancy (people) 983 56 24 29 8 1100 Average Occupancy (people) 2.3 2.1 2.4 5.8 2.7 Mo d e Sh a re 89% 5% 2% 3% 1 % 100% 4.3 Future Parking Traffic and Parking Demand Attendance data was received from the City of Kitchener for the evening of the survey. The City reports that an estimated 5850 people were in attendance at the game on October 21, X011 based on ticket sales and about 600 no shows (typical number). Based on the mode share determined from the Parking Interview, 500 (89%) people arrive by car as either driver or passenger. Based on an average of 2.3 people per car, a parking demand of ~~60 would be generated. This is very close to the number of vehicles observed in the study area (i.e. ~~70). The survey has therefore captured almost all of the parking demand generated by the Rangers game. With an addition of 1000 new seats, 890 people will arrive by passenger vehicle generating a parking demand of about 385 vehicles based on a vehicle occupancy of 2.3. As 6% of the patrons arrive by drop-off or taxi with occupancies of ~.1 and ~.7, additional traffic of 545 vehicles will be generated before and after the game due to the 1000 seat expansion. 4.4 Possible Parking and Traffic Management Measures The City could consider a number of alternatives to addressing the increased parking and traffic demand as follows: Do-Nothing The City could choose to take no action to address the additional traffic and parking demand. The additional parking would be required to take place on-street spreading the parking impact further away from the Auditorium. Regular season ticket holders would gauge their arrival time and parking location based on observations of previous game parking availability. There will be additional park search traffic on the adjacent local street system. This option would not address existing and future increases in the traffic and parking concerns in the area. However, these conditions occur on only 34 days of the year (excluding play-offs) assuming attendance levels that occurred during the survey. As the regular season and playoff represent only 10%-12% of the days annually, traffic and parking issues could be tolerated. Paradigm Transportation Solutions Limited Page 1 O 4-51 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ Shuttle Service The Kitchener Rangers have been considering a shuttle service that would operate from a downtown parking garage (Benton/Charles Parking Garage) and the downtown transit terminal. The preliminary suggestion is to utilize buses operating in ~0 to 30 minute loops starting 1 hour and 15 before game time, 1 bus operating during the game (~ bus hours) and buses operating after the game for 45 minutes. Although more details on the feasibility (cost and potential ridership) of this service needs to be addressed, if 890 people could be attracted by the shuttle service, there would be no impact on traffic and parking activity in the area with the expansion. Assuming an average bus load of 40 people per bus, over ~~ bus loads would be required to accommodate 890 people. If one bus can accommodate three trips per hour, the number of people served by the bus at full load would be 1~0 persons. In order to accommodate 890 people under this scenario 8 buses would be required before and after the game. If all persons arrive by car to the off-site parking facility, 385 vehicles would need to be accommodated. Consideration should be given to the following strategies to provide a successful shuttle service that will mitigate the traffic and parking impacts of the expansion of 1000 seats: 1. Identify the operating cost of alternative service concepts ~. Undertake a stated preference survey of existing season ticket holders to determine the potential market for a shuttle service (how many choose it under various concepts and service strategies). 3. Consider operating the service from shopping centres (Fairview, Conestoga) as well as downtown so that some patrons do not have to travel out of the way to a downtown facility. 4. Incentives should be offered such as reduced ticket prices, free drinks, draws for prizes, free parking and free bus service etc. 5. Regular marketing of the service on tickets and the web site outlining the advantages such as avoiding long walking distances in cold weather, frustration associated with park search activity, free, avoiding congestion and delays leaving the area, comparison of travel times using the shuttle vs. a car). 6. Encourage use of public transit to the site by providing route maps during ticket sales on the web site with reduced ticket price incentives to subsidize the cost of the transit service. 7. Charge a fee for parking on the Auditorium site (although this may result in more cars parking on the streets) . 8. Place parking restrictions (with resident permits) on the adjacent local street system in the study area during the times of the Rangers games to increase walking distances from on-street parking areas (although it is clear that on-street parking is required to meet the needs of the Auditorium use). A combination of the strategies could be considered. Add Parking Uacant areas are available to add additional surface parking in the north east and south east areas of the site. It is expected that these areas could accommodate an additional parking supply of 300-350 stalls that Paradigm Transportation Solutions Limited Page 1 1 4-52 ~~~ Kitchener Auditorium Parking Study I October 2011 1111510 ~ would address 80-90% of the increased parking demand caused by the expansion. At a preliminary cost of $3000 per stall, the cost would be in the order of 900,000 to $1,000,000. A parking structure or deck structure on the site would be considerably more expensive. The cost of the additional parking may be less expensive than that of the shuttle service amortized over several years. A joint venture with the adjacent DND parking lots could be considered to add additional parking capacity. The disadvantage of this strategy will be increased congestion and delays at the site access driveways particularly after the game. Ridesharing The City could encourage ridesharing to the site increasing the vehicle occupancy and thereby reduce the parking needs. The number of persons per vehicle would need to increase about ~.7 persons per vehicle for the expansion to have a neutral impact on traffic and parking in the area. After expansion with the current travel characteristics the total number of people arriving by passenger vehicle would be 6100 (average attendance of 6850 x 0.89 by parked vehicle). If 35% of the patrons were to arrive with 4 people in a vehicle and the remaining 65% were to arrive at the observed vehicle occupancy of ~.3, the average vehicle occupancy would increase to ~.7. To implement this strategy the City could: 1. Provide preferential parking area of about 500 stalls for persons arriving with 4 or more people in a vehicle by patrolling a separate parking area close to the entrance to the Auditorium and with the advantage of reducing delays upon exiting. ~. Provide additional incentives to encourage ridesharing through subsidized ticket sales or draws for prizes. 3. Charge for parking in all areas but the preferential parking lot. 4. Place parking restrictions (with resident permits) on the adjacent local street system in the study area during the times of the Rangers games to increase walking distances from on-street parking areas. The foregoing measures individually or in combination represent steps that could be taken to alleviate the increase in traffic and parking demand. Most of these steps also help to reduce automobile travel generally and will encourage the use of alternate modes of transportation. Paradigm Transportation Solutions Limited Page 12 4-53 Appendix A Parking Interview Form 4-54 Kitchener Auditorium Parking Study -Friday October 21, 2011 Surveyor Location P~ How did you get here? How many people in Where did you park? (Lot or Time Here forthe game? (mode) vehicle? 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