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HomeMy WebLinkAbout01.19.16 PacketCITY COUNCIL REGULAR MEETING CITY OF EVANSTON, ILLINOIS LORRAINE H. MORTON CIVIC CENTER COUNCIL CHAMBERS Tuesday, January 19, 2016 7:00 p.m. ORDER OF BUSINESS (I)City Council Roll Call – Begin with Alderman Miller (II)Mayor Public Announcements (III)City Manager Public Announcements (IV)Communications: City Clerk (V)Citizen Comment Members of the public are welcome to speak at City Council meetings. As part of the Council agenda, a period for citizen comments shall be offered at the commencement of each regular Council meeting. Those wishing to speak should sign their name, address and the agenda item or topic to be addressed on a designated participation sheet. If there are five or fewer speakers, fifteen minutes shall be provided for Citizen Comment. If there are more than five speakers, a period of forty-five minutes shall be provided for all comment, and no individual shall speak longer than three minutes. The Mayor will allocate time among the speakers to ensure that Citizen Comment does not exceed forty-five minutes. The business of the City Council shall commence forty-five minutes after the beginning of Citizen Comment. Aldermen do not respond during Citizen Comment. Citizen Comment is intended to foster dialogue in a respectful and civil manner. Citizen comments are requested to be made with these guidelines in mind. (VI)Special Orders of Business (VII)Call of the Wards (Aldermen shall be called upon by the Mayor to announce or provide information about any Ward or City matter which an Alderman desires to bring before the Council.) {Council Rule 2.1(10)} (VIII)Executive Session (IX)Adjournment 1 of 106 City Council Agenda January 19, 2016 Page 2 of 2 10/24/2013 6:42 PM SPECIAL ORDERS OF BUSINESS (SP1) Nuisance Premises and Rental Registration Staff recommends to City Council proposed revisions to the nuisance premises regulations and amendments to implement rental registration. These recommendations are outlined for discussion for the January 19th City Council meeting, with introduction of ordinances scheduled for February 8, 2016. For Discussion (SP2) Robert Crown Center Fund Raising Feasibility Study Staff recommends the City Council review the Feasibility Report (Phase I of Fund Raising Project) from CCS. At the June 15, 2015 City Council meeting, the Council approved a total contract of $477,500. This report recommends the City and Library proceed with a fund raising campaign for the Robert Crown Community Center. For Discussion (APP1)For Reappointment Public Safety Civil Service Commission Dina Berne For Action MEETINGS SCHEDULED THROUGH JANUARY 2016 Upcoming Aldermanic Committee Meetings Wed, Jan 20 6:30 pm M/W/EBE Advisory Committee Mon, Jan 25 6 pm A&PW, P&D, City Council meetings Wed, Jan 27 6 pm Transportation/Parking Committee Wed, Jan 27 7:30 pm Economic Development Committee Order and agenda items are subject to change. Information is available about Evanston City Council meetings at: www.cityofevanston.org/citycouncil. Questions can be directed to the City Manager’s Office at 847-866-2936. The City is committed to ensuring accessibility for all citizens. If an accommodation is needed to participate in this meeting, please contact the City Manager’s Office 48 hours in advance so that arrangements can be made for the accommodation if possible. 2 of 106 For City Council meeting of January 19, 2016 Item SP1 Ordinance 3-O-16: Nuisance Premise Ordinance Revisions Ordinance 9-O-16: Rental Registration Ordinance Revisions For Overview & Discussion To: Honorable Mayor and Members of the City Council From: Wally Bobkiewicz, City Manager W. Grant Farrar, Corporation Counsel Subject: Discussion Regarding Nuisance Premises and Rental Registration Date: January 19, 2016 Recommended Action: Staff recommends to City Council proposed revisions to the nuisance premises regulations and amendments to implement rental registration. These recommendations are outlined for discussion for the January 19 th City Council meeting, with introduction of ordinances scheduled for February 8th. Funding Source: n/a Summary: The City possesses abundant authority under its Home Rule and Police powers t o regulate and register residential properties. The proposed code revisions and subsequent enforcement efforts related thereto will ensure that property owners and managers are held responsible for their inability to maintain and manage their properties. The “Neighborhood Integrity Ordinance” (“NIO”), replaces current nuisance premises regulations, follows best practices, and is legally compliant. Revisions to City Code Title 5, Chapter 8: “Licensing Rental Residential Buildings” will complement NIO. To support enforcement, implementation, and citizen engagement efforts, staff recommends a July 1, 2016 effective date for NIO. Staff recommends a January 1, 2017 effective date for the rental registration Ordinance. I.Evanston Nuisance Premises Code Language and Legal Overview In order for a premise to be deemed a nuisance premise, either (1) the premise must have been the premise where two or more offenses punishable by imprisonment for one year or more occurs within any six month period; or (2) in a six month period, the premise is the site of two or more offenses which are state or federal misdemeanors or specific violations of the Evanston City Code. Some of the following offenses include: (1) prostitution; (2) disorderly conduct; (3) disturbing the peace; and (4) drug paraphernalia possession. Memorandum 3 of 106 A person who owns, manages, or controls a premise has thirty (30) days to implement the necessary measures to correct the public nuisances on the premises. If the person maintaining the nuisance premise fails to implement such measures, the City brings an action to correct the nuisance via the Administrative Adjudication process or in Skokie. The court may issue an order with mandated corrective actions that must be taken and the Court will review compliance with an Order of Corrective Action at a later hearing. If the respondent is found liable of owning, managing or controlling a nuisance premise, a range of fines based on the severity of the offense on the premises is sought to be imposed consistent with City Code Section 9-5-4(E). Enforcement Update In the fall of 2014, representatives from the Police Department, Health Department, and Law Department first met in order to review the current ordinance and address properties which pose as potential nuisance premises. The staff members continue to meet periodically and members consistently attend seminars and conferences dealing with the subject matter, and diligently review potential amendments and accompanying concerns to the current Nuisance Premise Ordinance. In recent months, the City undertook outreach and enforcement efforts at numerous premises throughout the City. Properties were evaluated on the basis of substantive calls related to complaints of the property, with an emphasis to not adversely affect persons with disabilities, racial or ethnic minorities, or victims of domestic violence. The City’s Health and Human Services Department provided notice to lan dlords indicating that the City would conduct a site visit to ensure compliance with property standards requirements under the City Code. Public health inspectors can conduct routine, random, unannounced inspections of property not subject to the requirement of a warrant where consent is obtained. The City complied with the Fourth Amendment right to privacy and obtained consent to inspect properties. It is the City’s policy, compliant with state and federal law, to initiate a property standards investigation by obtaining consent to inspect a property. If the City does not obtain consent from the landlord or tenant, the City may seek an administrative search warrant from a court with jurisdiction to investigate a property. This procedure falls in line with the Supreme Court’s recommended action by government entities seeking to investigate properties. The Supreme Court in Camara held that a valid and lawful administrative search requires either consent or a warrant. Camara v. Municipal Court of City and County of San Francisco, 387 U.S. 523, 532-34 (1967). Absent consent or exigent circumstances, a municipality must exercise its right to seek a warrant in order to lawfully enter a private home to conduct a search. Donovan v. Dewey, 101 S. Ct. 2534 (1981); Camara at 529. “The basic purpose of [the Fourth Amendment] as recognized in countless decisions of [the Supreme] Court, is to safeguard the privacy and security of individuals against arbitrary invasions by governmental officials. Camara, 387 U.S. at 528. However, the Supreme Court has explicitly recognized that “most citizens allow inspections of their property without a warrant.” Camara at 539. First obtaining consent from an individual is a best practice for municipalities seeking to conduct an initial investigation of a property. 4 of 106 At the time of each inspection site visit, the City ensured that it obtained the tenant’s consent to inspect the properties. If a landlord did not permit the City inspector to enter the premises but the tenant consented, the City is permitted to inspect the property under law. It is universally held that owners do not have the right to prohibit inspections of individual rental units, as that right is reserved for the occupant of the unit. Chapman v. Unites States, 365 U.S. 610 (1961). If an occupant consents to an inspection, the owner cannot refuse such consent. Id. Survey of Neighboring Municipality Nuisance Premises Ordinances City of Chicago The City of Chicago’s “Chronic Illegal Activity Premises” regulations designate a premise which is the subject of three or more calls for police service on three or more different days within a ninety (90) day period a Chronic Illegal Activity Premise. The calls must be either for a case report documenting illegal activity on the premise or for an enforcement action against a person associated with the premise for illegal activity within one block or a thousand feet of the premise. The owner of the property may meet with City staff to discuss the allegations and/or enter into a resolution agreement with the City. If the property owner fails to meet with the City, the City may institute an appropriate action with the Administrative Hearings Department or court of competent jurisdiction. Fines range between $500.00 and $1,000.00 per offense. Skokie Skokie’s “Public Nuisances” regulations are triggered when any of the forty-six (46) potential nuisances is observed on the property. The Village has a Nuisance Intervention and Prevention (“NIP”) Committee consisting of representatives from various Village departments. The NIP Committee sets up a preliminary meeting with the responsible party to discuss information and implement a correction plan to rectify or prevent actions constituting nuisances. If the NIP Committee and owner of the property fail to come to a resolution, the NIP Committee can recommend that the Village file a cause of action in Circuit Court or a violation citation in Administrative Adjudication. II.Recommended Revisions to the City Code The current Code language details specific procedures that seek to correct nuisances in a way that is uniquely tailored for the City. Upon review of surrounding communities, staff recommends the following revisions which are summarized below. The goals are to increase compliance, meet the community’s standards for neighborhood integrity, and regularly engage all stakeholders to prevent nuisances. The Law Department consulted with various non-profit organizations which focus efforts on fair housing issues, including the Sargent Shriver National Center on Poverty Law, the American Civil Liberties Union, and Open Communities. The recommended revisions increase from 6 months to 12 months the City’s assessment and enforcement window to proceed against any premises which adversely affects Neighborhood Integrity. The Code revisions will prevent unintended consequences for vulnerable tenants, including survivors of domestic violence and individuals with disabilities, or otherwise conflict with other applicable fair housing laws. The Federal Fair Housing Act (FHA) forbids local governments from enacting or enforcing intentionally or unintentionally 5 of 106 discriminatory housing policies. 24 C.F.R § 100.50 Ordinances that have a disparate impact on one or more protected groups can violate fair housing law, unless they are justified because they are necessary to achieve an important municipal objective, which could not be served another way with a less discriminatory effect. The revisions that are outlined below balance the interests to address complex and disproportionate City resource allocation to several properties generating high volume calls for service, while complying with Constitutional and other statutory rights of tenants and residents. The suggested Code revisions are: Nuisance Premises Revisions The current definition of a nuisance premises is overly broad and encompasses offenses which do not substantively relate to preventing criminal activity. The 13 listed offenses better comply with applicable state and federal laws, as well as community standards. The nuisance definition is revised to state: A.All premises in the City will be routinely assessed in a reasonable manner to determine if it is a nuisance premises and/or it adversely affects the integrity of any City neighborhood. A nuisance premises is: Any property upon which two (2) or more criminal offenses identified below are supported by underlying proof of criminal activity resulting in an arrest in any twelve 12 month period at the premises. Each arrest shall be individually identified as a separate and distinct event in the 12 month period. •First degree murder as defined in 720 ILCS 5/9-1; •Any kidnapping offense as defined in 720 ILCS 5/10-1 et seq.; •Any offense involving deadly weapons as defined in 720 ILCS 5/24 et seq.; •Possession, manufacture or delivery of controlled substances as defined in 720 ILCS 570/401 et seq.; •City Code Section 9-4-3-2, "Limitation On Number Of Dogs"; •City Code Section 9-4-14, "Cruelty To Animals," including animal fighting; •Section 9-4-17, "Dangerous Dogs", •Section 9-5-6, "Disturb The Peace", •Section 9-5-18-4, "Resisting Or Interfering With Police", •Section 9-5-20, "Noises Prohibited", •720 ILCS 5/11-14, “Prostitution.” •2012 International Fire Code Section 107.5 and Section 202, “Overcrowding,” as adopted by City Code Section 4-4-1. •2012 International Property Maintenance Code, as adopted by City Code Section 5-1-1. Domestic Violence NIO will not include domestic violence calls in the routine assessment and enforcement matrix. The revised ordinance will prevent unintended consequences for survivors of domestic violence, and will state that domestic violence calls are not a “nuisance premise activity.” 6 of 106 The State of Illinois recently passed P.A. 99-441 which prohibits units of local government from penalizing landlords or tenants for emergency calls based on domestic violence or an individual’s disability. The City already complies with this statute and continues to comply with this statute. The suggested City Code revisions incorporate language allowing for single person eviction against the perpetrator. Property Forfeiture Provision Elimination The NIO is will ensure the City’s public health and safety concerns are eliminated in accordance with its lawful Home Rule and police powers. The City will focus on corrective action requiring the property owner to remove and prevent the nuisance(s). Property forfeiture is not rationally related to the City’s focus. III. Residential Licensing The City currently has a Residential Registration Program for owners of rental properties. In the City of Evanston, rental properties are approximately (8%) of the housing stock. Staff recommends Code revisions to complement the “Neighborhood Integrity Ordinance,” to further reduce criminal activity and improve the safety of Evanston residents. Additionally, the proposed revisions seek to encourage and promote positive relationships with landlords. These revisions emphasize the importance of property management with landlords and ensure that landlords are responsive to community concerns. Staff will register and license a satisfactory compliant rental property as a Tier I Rental Property, while a noncompliant rental property will be registered and licensed as a Tier II Rental Property. Determination of what constitutes a compliant property is further detailed in subsection B below. At this point, staff estimates approximately 15% of all rental properties will fall under and be subject to additional scrutiny as a Tier II licensed property. An overview of the rental licensing language follows: A. The following licensing fee structure is recommended: Building Type Licensing and Registration Tier I Rental Properties Tier II Rental Properties Single-Family $20.00 $100.00 Condominiums $20.00 Apartments with: 2 – 4 Dwelling Units $30.00 $100.00 5 – 12 Dwelling Units $50.00 $300.00 13 – 24 Dwelling Units $100.00 $500.00 25 – 50 Dwelling Units $150.00 $1,000.00 51 – 100 Dwelling Units $300.00 $2,000.00 101+ Dwelling Units $500.00 $2,500.00 B. The City will use a grading system to determine whether a premise is a Tier I Rental Property (rental properties satisfying all City rental licensing requirements) or a Tier II Rental Property (rental properties failing to satisfy all 7 of 106 City rental licensing requirements). This system is based upon inspection results, the history of the premise related to inspections and service calls, and other equally applied, rational criteria. Tier I Rental Properties will continue to pay the annual fee and will be inspected on a 4-year basis pursuant to established City practice. Tier II Rental Properties will pay the annual registration and licensing fee, and will be inspected on a yearly basis. The annual inspection will be in addition to as needed inspections and other service calls to the premises. Tier II Rental Properties will be evaluated on a periodic basis to determine if they can be reclassified as a Tier I Rental Property only after sustained improvements are documented. C. Licensing and registration fees, as well as any additional assessed fines, are intended to assist in paying for the inspections and other associated enforcement costs. D. License suspension, revocation, and non-renewal hearings will be conducted by the City Manager or his/her designee. This is consistent with hearing procedures for other City licenses. The grounds for such actions will be specified in the ordinance. All residential rental units which are subject to ongoing enforcement actions or in the process of hearings will be identified by the City in public communications. E. Every residential rental unit must be registered and possess a valid license prior to it being offered for rent in any manner. F. Any owner or operator of a Tier II Rental Property must make available at the time of inspection all leases with an Acknowledgement of the City’s Neighborhood Integrity Ordinance. G. Upon sale or transfer of ownership of rental property, the license terminates and the new operator must re-register and obtain a license from the City. H. All owners or operators of rental properties must post a standard City of Evanston promulgated weather proof sign showing the name and twenty-four hour contact number next to front door. City staff will draft and issue this sign to all owners or operators of rental properties. I. All owners or operators of Tier II Rental Properties must attend a Neighborhood Integrity and Community Responsiveness Training course. This training will focus upon crime prevention, security assessments for residential rental units, interaction with police to prevent crime, tenant screening, recognizing gang and drug activity, and other matters. Staff will develop the curriculum for this program in 2016 for implementation in 2017. Discussion with the Sargent Shriver National Center on Poverty Law may result in neutral third party guidance. Failure to correct violations and/or complete this training course will subject the owner or operator to fines and other penalties. J. No owner or operator will evict, threaten to evict, or take other punitive action against any tenant by reason of good faith calls made by such tenant to any law enforcement agency relating to criminal activity or suspected criminal activity, or public safety concerns at the residential rental unit. This shall not otherwise prohibit a lawful eviction. No person shall make a false report with the intent to affect the licensing status or inspection schedule of the property. 8 of 106 Law Department EVANSTON January 19, 2016 Overview of Neighborhood Integrity Ordinance and Rental Property Licensing W. Grant Farrar Corporation Counsel 9 of 106 Law Department NEIGHBORHOOD INTEGRITY •New ordinance emphasizes partnerships to prevent crime and enhance neighborhood integrity. •13 offenses comply with applicable laws. •Law Department consulted with Sargent Shriver National Center on Poverty Law, American Civil Liberties Union, and Open Communities. •Focus on corrective action requiring the property owner to remove and prevent the nuisance(s). Property forfeiture will no longer be used as it is not rationally related to the City’s focus . 10 of 106 Law Department RENTAL LICENSING •Rental properties are approximately (8%) of the housing stock in City. •2 tiers of rental properties. •Staff estimates 15% of all rental properties will fall under and be subject to additional scrutiny as a Tier II licensed property. •Licensing system based upon inspection results, the history of the premise related to inspections and service calls, and other equally applied, rational criteria. 11 of 106 Law Department RENTAL LICENSING •Licensing fees and fines will pay for the inspections and other enforcement costs. •License suspension, revocation, and non-renewal hearings will be conducted by the City Manager. Grounds specified in ordinance. •Every residential rental unit will be registered and possess a valid license prior to it being offered for rent. •All Tier II Rental Properties will disclose at inspection all leases that acknowledge following the City’s NIO. •All Tier II Rental Property owners must attend a Neighborhood Integrity and Community Responsiveness Training course. •City will encourage and promote positive relationships with landlords. Tier I owners will be subject to regular monitoring and lower licensing fees. 12 of 106 Law Department EFFECTIVE DATES To support enforcement, implementation, and citizen engagement efforts, staff recommends a July 1, 2016 effective date for NIO. Staff recommends a January 1, 2017 effective date for the rental licensing Ordinance. 13 of 106 For City Council Meeting of January 19, 2016 Items SP2 Crown Center Fund Raising Feasibilty Study Results For Discussion To: Honorable Mayor and Members of the City Council From: Martin Lyons, Assistant City Manager/Treasurer Robert Dorneker, Interim Director Parks, Recreation & Community Services Karen Danczak Lyons, Library Director Subject: Robert Crown Center Fund Raising Feasibility Study Date: January 14, 2016 Recommended action: Staff recommends the City Council review the Feasibility Report (Phase I of total Fund Raising Project) from CCS. At the June 15, 2015 City Council meeting, the Council approved a total contract of $477,500. This report recommends the City and Library proceed with a fund raising campaign for the Robert Crown Community Center. Summary: Attached is the “Campaign Planning Study” for the Robert Crown Community Center. Representatives of the Robert Crown Committee, staff, and CCS will provide a presentation summarizing the Planning Study findings at the January 19, 2016 Council Meeting. The Campaign Planning Study was conducted to determine the feasibility of raising funds for the renovation/replacement of the Robert Crown Center. The results of the Study show that there is sufficient evidence to proceed with a fund raising campaign for the Robert Crown Center. This evidence was based on more than 50 one on one interviews as well as over 800 responses to an on-line survey to gauge financial support for the project. Memorandum 14 of 106 The total amount of funds that could be expected from this campaign will vary based on the amount of large gifts received in the early phases of the campaign. Another key area of the fund raising campaign will be the naming of specific facilities such as the main ice rink, gym, library, etc. Given the above, CCS has included the following as estimates for a fund raising campaign: •$3.0 - $5.0 Million for gift giving based on the planning study and survey. •This figure does not include the upward impact of a large gift which could then produce other large gifts increasing the total amount substantially. •Capital Naming Opportunities Naming Category Estimated Minimum Estimated Maximum Avg. Total Possible Facility 5,000,000$ 10,000,000$ 7,500,000$ Ice Rink/Turf Field/Gym/Library*1,000,000$ 3,000,000$ 10,000,000$ Track/Reading Garden/Lobby 250,000$ 500,000$ 1,125,000$ Other Features 250,000$ 500,000$ 375,000$ (Bleachers/Multipurpose rooms, etc) Average Total Possible 19,000,000$ *This line could include six different opportunities so the Avg. Total Possible reflects this amount. It is not likely and probably not advisable to name all other facility/features listed in the CCS report and staff is not suggesting that a total of $19.0 million in capital naming revenue is realistic. That being said, as a part of the fund raising campaign, CCS, community volunteers and staff will be working toward fund raising efforts that come from basic gift giving, large gifts, and capital naming. Please note that major gifts could also be made along with a capital naming request, and therefore there is overlap in the three categories. Next Steps: Several major activities need to be accomplished over the next one to two years to be successful in raising the funds to replace the Robert Crown Center: 1.Fund Raising Campaign a.12 to 24 months in duration b.Will require additional marketing materials/visioning documents 2.Creation of 501(c) 3 Corporation to hold funds a.Staff has already started the creation of bylaws b.Community input and creation of Board of directors c.Corporation could be beneficial to future capital funding beyond the Robert Crown Center 3.Construction and Design a.Design to begin at Council approved date (target 3rd or 4th Quarter 2016) b.Construction Nine Months after design is initiated c.Public input Phase 15 of 106 4.Operations and Maintenance Costs for future facility defined a.Define future operating revenues b.Create escrow/reserve for future maintenance Based on City Council review, City and Library staff will begin work with CCS on the above components, bringing issues before the City Council and Library Board for approval and for critical input as needed and required. Specifically, City and Library staff will begin work with CCS on the organization of the Fund Raising Campaign and the structure of a Parks/Library Foundation to administer all funds being donated. A report will be provided to the City Council and Library Board in April. Attachments: CCS Report, December 7, 2015 Council Memo and CCS Approval, June 15, 2015 16 of 106 Exploring Our Future A Campaign Planning Study for the Robert Crown Community Center Final Report December 7, 2015 17 of 106 Table of Contents Acknowledgements 2 Methodology & Timeline 3 Executive Summary 4 Strategic Conversation Findings 8 Online Survey Findings 26 Observations and Evaluation 32 Recommendations 52 Appendix 75 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report1Table of Contents 18 of 106 Acknowledgements CCS is pleased to present this Campaign Planning Study Final Report to the Planning and Advisory Committees for the Robert Crown Community Center. The City of Evanston’s commitment to the study is a testament to the City leadership’s dedication to continuous improvement for the benefit of Evanstonians. It has been our privilege to serve as your partner during an important fundraising planning effort. We hope this report proves to be a valuable planning tool as the City of Evanston looks toward the future of the Robert Crown Community Center. We would like to express our sincere appreciation and gratitude for the leadership, guidance and support we have received throughout the study process. We are grateful to: Bob Dorneker Melissa Parker Petra Belcher Stefanie Levine Karen Danczak Lyons Martin Lyons Wynn Shawver David Hodgman Brian Miller Daniel Stein Michael Tannen Donald Wilson CCS would like to acknowledge the generosity of the interviewees and online survey respondents who gave their time and insight to ensure meaningful study results. The CCS Study Team Peter Hoskow, Corporate Vice President, Managing Director-Midwest Operations Travis Carley, Corporate Vice President Laura Aikens, Corporate Vice President Brooke Laskin, Associate Director Mari Fecarotta, Information & Special Projects Coordinator Kim Dooley, Executive Systems Support Manager The Robert Crown Community Center Campaign Planning Study ꟾFinal Report2Acknowledgements 19 of 106 Methodology and Timeline In late summer, CCS began preparation for a comprehensive Campaign Planning Study to gauge community support for a new facility at the Robert Crown Community Center site. Specifically, CCS’s engagement was guided by the following objectives: •Evaluate overall perceptions of the Robert Crown Community Center, Parks and Recreation Department, and Evanston Public Library •Test reactions to the proposed case elements and a campaign goal of as much as $20 million •Assess constituents’ willingness to support the campaign through volunteering or making financial contributions •Identify individuals willing and able to serve leadership roles •Reveal obstacles to fundraising success •Develop an appropriate campaign plan with an achievable fundraising goal and timetable To achieve our goals and provide strategic recommendations, CCS undertook the following activities: 1.Strategic Conversations: Constituents were identified to be involved in a minimum of 50 interviews. A total of 145 individuals were invited to participate. CCS engaged in a total of 57 strategic conversations from September 16 through November 20. 2.Online Surveys: An online survey was emailed to a broader group of constituents on November 6, 2015. The 4,755 invitees included users of the Robert Crown Community Center within the past three years and a selection from Evanston Public Library’s mailing list. A total of 837 individuals completed the online survey. 3.Philanthropic Landscaping: To further identify fundraising potential in the region, research was conducted on individual and foundation philanthropy. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report3 CCS Began Work August 2015 Strategic Conversations Began 9/16 Interim Report Delivered 10/28 Strategic Conversations Online Surveys Ended 11/23 Final Report with Recommendations Delivered 12/7 Methodology and Timeline 20 of 106 Executive Summary The data, observations, and recommendations presented in this Campaign Planning Study Final Report are based on 57 strategic conversations conducted from September 16, 2015 through November 20, 2015, as well as 837 online survey responses received between November 6, 2015 and November 23, 2015. The results of this study are valuable for planning a potential campaign. Strategic Conversation Key Findings •The Robert Crown Community Center is well regarded by interviewees, but is recognized to be in need of physical improvement. •The most commonly cited strengths of the Robert Crown Community Center was its location and ice access. •Seventy-three percent of interview respondents reacted either “very positively” or “positively” to the proposed plans at the sit e of the Robert Crown Community Center. •Interview respondents prioritized the components of the initiative as follows: •1). Increased Scope of Facilities* 2). Expanding Current Educational Programming 3). Expanding Fitness/Recreation Programming •1). Gym** 2). Ice 3). Library with Reading Courtyard*** 4). Outdoor Turf Fields 5). Ball Diamonds 6). Indoor Track 7). Playground •Sixty-five percent of interview respondents indicated they are willing to consider making a gift to the initiative. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report4Executive Summary *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard , athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. **Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc . **Percentages represent respondents’ prioritization of the library only, and are not inclusive of a response to a reading cou rtyard. Note: All 57 interviewees did not respond to every question. Percentages are based on total number of interview respondents. 21 of 106 Online Survey Key Findings •Ninety-five percent of online survey respondents feel the programs and services offered at the Robert Crown Community Center are either “highly valuable” or “valuable.” •Seventy-four percent of online survey respondents reacted “very positively” or “positively” to the proposed plans for a new facility. Fifty-eight percent of online survey respondents reacted “very positively” or “positively” to the proposed plans for a renovation and addition. •Online survey respondents prioritized the components of the initiative as follows: •1). Increased Scope of Facilities* and Expanding Current Fitness/Recreation Programming (tied for first place) 3). Expanding Current Preschool/After School Programming •1). Ice 2). Gym** 3). Playground 4). Library with Reading Courtyard 5). Indoor Track 6). Ball Diamonds 7). Outdoor Turf Field 8). Indoor Turf Field •Forty-seven percent of online survey respondents are willing to consider making a gift to the initiative. Gift Indications The combined gift indications from the 29 interview respondents and 717 online survey respondents total between $557,525 and $1,309,078. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report5Executive Summary *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard , athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. **Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc . Note: All 57 interviewees did not respond to every question. Percentages are based on total number of interview respondents. 22 of 106 Observations and Evaluation From the study findings, CCS made the following observations: •While CCS did not uncover gift indications in the 7 or 8-figure range, there is significant upside to campaign potential if such lead gift(s) can be secured. •Evanston is a community with civic pride that values the Robert Crown Community Center and the services it provides. •A reimagined facility has been a long pursued initiative within the community and a significant portion of respondents are willing to help make the vision a reality. •The proposed plan is unique in that the vision is reliant on private, philanthropic investment in a tax-supported entity. •There is a need to articulate and explain the impact and value of the envisioned Robert Crown Community Center. CCS made the following evaluations of the case for support, campaign leadership, potential prospects, and campaign plan. •Case: The project should be reflective of the character and culture of Evanston by creating a platform for an improved quality of life through the legacy of Evanstonian generosity. The added value of a library branch to the site of the Robert Crown Community Center should be depicted. The urgent need for expanded and improved recreation and athletic facilities should be outlined. •Leadership: Compared to traditional fundraising efforts, the Robert Crown Community Center is a unique proposal because it has no existing leadership board. In order to secure community buy-in and instill confidence that the project is moving ahead, key leadership must extend beyond City leadership and the library board. Strong leaders with a commitment to volunteerism exist in Evanston. •Prospects and Plan: Great potential exists within the Evanston community, and there is a strong sense that many yet unidentified prospects exist. A foundation for this initiative needs to be developed and a 501(c)(3) status must be obtained. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report6Executive Summary 23 of 106 Recommendations Based on thoughtful analysis, CCS recommends the following action items for a potential campaign. 1.Approach Top Prospects and Allow Gift Indications to Inform the Project Scope 2.Move Forward with a Campaign with a Working Goal of $3 to $5 Million Beyond any Lead Gifts and City Investment 3.Focus the Case for Support on Community Impact 4.Utilize a Phased Approach that is Targeted and Tailored-Top Down and Inside Out 5.Develop a Campaign Plan with a 12 to 24 Month Timeline and Activity Benchmarks 6.Recruit Campaign Leadership to Commence Planning 7.Establish and Follow a Disciplined Prospect Engagement Process 8.Provide Options for Donor Recognition through Naming Opportunities 9.Develop an Internal Campaign Infrastructure 10.Resource and Staff Campaign Properly The Robert Crown Community Center Campaign Planning Study ꟾFinal Report7Executive Summary 24 of 106 Strategic Conversation Findings The Robert Crown Community Center Campaign Planning Study ꟾFinal Report8Strategic Conversation Findings 25 of 106 Interviewees The Planning and Advisory Committees for the Robert Crown Community Center Campaign Planning Study, with assistance from the CCS team, invited 145 individuals to interview during the planning process. Findings from the strategic conversations that took place from September 16, 2015 through November 20, 2015 are included in this report. Note: All 57 interviewees did not respond to every question. Percentages are based on total number of interview respondents. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report9Strategic Conversation Findings 26 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report10Strategic Conversation Findings Interviewee Background Sixty-three percent of interview respondents began their involvement 15+ years ago. A majority of interview respondents’ involvement with the Robert Crown Community Center originated from the following: •Own use of the facility and programs during their youth (first generation user) •Children’s use of the facility and programs 1-5 years 8% 5-10 years 17% 10-15 years 12%15+ years 63% When did your involvement begin? Sample Comments “We used to go to Robert Crown five times a week. But, it’s maybe been ten years since I was last there.” “I grew up in Evanston and have fond memories of the place. All of my daughters learned how to skate at Robert Crown.” “We’re not from here originally, but we enrolled our kids in taekwondo and skating classes at Robert Crown after moving to Evanston.” 27 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report11Strategic Conversation Findings Interviewee Background Ninety-four percent of interview respondents were either “very familiar” or “somewhat familiar” with the facility and its programs and services. Prior to receiving the Background Statement and interview invitation, 70% of interview respondents indicated they were “very familiar” or “somewhat familiar” with the proposed plans for the Robert Crown Community Center. 49% 45% 6% How familiar are you with the Robert Crown Community Center? Very Familiar Somewhat Familiar Little-to-No Familiarity 22% 48% 30% How familiar were you with the proposed plans? Very Familiar Somewhat Familiar Little-to-no Familiarity Sample Comments “It’s been a point of discussion for over a decade.” “I’ve read some articles in the Evanston Roundtable about the initiative.” 28 of 106 Overall Perceptions of the Robert Crown Community Center Forty-three percent of interview respondents have a mixed perception when considering both the state of the facility and its offerings. Interview respondents indicated the programs and services provided by the Robert Crown Community Center are highly valuable; however, significant renovations to the facility are long overdue. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report12Strategic Conversation Findings 2% 37% 43% 18% What is your overall perception of the Robert Crown Community Center? Very Positive Positive Mixed Negative Sample Comments “It’s like a well-worn coat or shoes.” “There’s a lot of potential for great things to happen here.” “It’s clearly needed and important for the community.” “Well-loved, but lacks in comparison to other facilities.” “It’s a critical institution to maintain in that part of Evanston.” 29 of 106 Strengths and Challenges The Robert Crown Community Center Campaign Planning Study ꟾFinal Report13Strategic Conversation Findings Strengths: Robert Crown Community Center # of Respondents Location 16 Rink Availability 15 Athletic/Programming Options 8 Strengths: Parks and Recreation / Public Library # of Respondents Programming Options 11 Public Access and Support 8 Library System 8 Challenges # of Respondents Funding 25 Facility and Program Quality 12 City Project Competition 10 The most commonly cited strength for the Robert Crown Community Center was its location. Many interview respondents indicated that the site serves a diverse cross- section of the community. The facility offers many programming options, and it is the only facility in Evanston offering ice rinks. Many interview respondents indicated both the Parks and Recreation Department and Evanston Public Library offer a range of programs, many of which are affordable. Overall, interview respondents seem to be impressed with the library system and the number of parks available for the community. A large proportion of interview respondents cited resources as an obstacle for these entities. Interview respondents noted the state of the facilities and programs lacks in comparison to surrounding communities, such as Skokie and Wilmette. 30 of 106 Overall Reaction to Proposed Plans Seventy-three percent of interview respondents reacted “very positively” or “positively” to the proposed plans at the site of the Robert Crown Community Center. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report14Strategic Conversation Findings 21% 52% 11% 8%8% What is your overall reaction to the proposed plans? Very Positive Positive Mixed Negative Unsure Sample Comments “Something has to be done.” “More community partners could be involved beyond the library.” “Two rinks could make Evanston a destination–a tournament worthy city.” “It’s an impressive sketch, but can we afford it?” “I always wondered why there was no library branch on the west side of town.” 31 of 106 Reaction to Case Elements The Robert Crown Community Center Campaign Planning Study ꟾFinal Report15Strategic Conversation Findings 31%37% 21% 49%32% 41% Increased Scope of Facilities Expanding Current Educational Programming Expanding Current Fitness/Recreation Programming Please rate the following components of the initiative: Very Important Important Total: 80% Total: 69%Total: 62% *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard, athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. * 32 of 106 Reaction to Case Elements The Robert Crown Community Center Campaign Planning Study ꟾFinal Report16Strategic Conversation Findings Increased Scope of Facilities •Eighty percent of interview respondents believe it is “very important” or “important” to prioritize Expanding Current Educational Programming •Sixty-nine percent of interview respondents believe it is “very important” or “important” to prioritize Expanding Fitness/Recreation Programming •Sixty-two percent of interview respondents believe it is “very important” or “important” to prioritize Sample Comments “I need to see more information about why these needs exist.” “I support increasing program offerings, but are any of the proposed programs duplicative of other community centers?” 33 of 106 Reaction to Case Elements Interviewees were asked how they would prioritize the proposed facility features. Total interviewee responses are shown side-by-side with only those indicating a willingness to make a gift to a campaign for the Robert Crown Community Center. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report17Strategic Conversation Findings 37% 67% 41% 30% 18% 7%5% 52% 18% 33% 36% 47% 44% 29%34% 69% 43% 26% 17% 1%1% 46% 14% 34% 37% 31% 37% 14% Very Important-Total Important-Total Very Important-Willing to Make a Gift Important-Willing to Make a Gift Gym Ice Library with a Reading Courtyard Outdoor Turf Fields Ball Diamonds Indoor Track Playground Total: 48% Total: 80% Total: 85%Total: 83% Total: 74% Total: 77% Total: 66%Total: 63% Total: 65% Total: 89% Total: 51% Total: 38%Total: 34% Total: 15% *Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc. **Percentages represent respondents’ prioritization of the library only, and are not inclusive of a response to a reading courtyard. * ** 34 of 106 Reaction to Case Elements The Robert Crown Community Center Campaign Planning Study ꟾFinal Report18Strategic Conversation Findings Highest Priority •Gym •Ice •Library/Reading Courtyard Middle Priority •Outdoor Turf Fields •Baseball Diamonds Lowest Priority •Indoor Track •Playground Sample Comments “A gym is critical to have in that area, we might even need two.” “More ice would mean our players would get more practice time.” “There are so many playgrounds in Evanston, and Washington Elementary has one so close.” “Lighted fields are extremely needed in Evanston.” 35 of 106 Additional Areas of Need Improved food and beverage options, beyond typical concessions, were the most frequently mentioned request. Interview respondents indicated they would like the concept to include a lounge area and healthier options. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report19Strategic Conversation Findings 64% 28% 8% Are there other areas of need not addressed in the proposed plan? Yes No Unsure Sample Comments “A pro shop could bring in revenue.” “During the hockey off season, why not convert the space into something else?” “Evanston needs an indoor/outdoor public pool—that would elevate my interest in this project.” “Kids need healthy options, parents need a place to hang out while their kids are playing sports. A café in that area could appeal to those who don’t even use Robert Crown.” Other Areas of Need # of Respondents Café/Lounge Area with Improved Food Options 16 Swimming Pool 7 Indoor Turf Field/Convertible Indoor Athletic Space 7 Retail Store 5 36 of 106 Achievability of Goal A majority of interview respondents are skeptical about the ability to achieve both proposed private fundraising goals. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report20Strategic Conversation Findings 27%26% 47% Is $20 million an achievable goal? Yes No Maybe 40% 2% 58% Is $8 million an achievable goal? Yes No Maybe Sample Comments “For Evanston this an achievable goal, but I’m not sure about this project.” “People are already paying taxes and may feel that is enough of a contribution.” “Does this include maintenance costs?” “This is a valuable investment for the City.” 6% 11% 6% 66% 11% If not, in your opinion, what do you think is a more achievable goal? $15 million $10 million $5 million Unsure Other 37 of 106 Campaign Timing and Challenges Fifty-seven percent of interview respondents believe now is the ideal time to move forward with a campaign for the Robert Crown Community Center. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report21Strategic Conversation Findings 57% 10% 33% Is now the right time to move forward with a campaign for the Robert Crown Community Center? Yes No Maybe Sample Comments “There are so many asks right now.” “Some major campaigns are wrapping up and others are not yet positioned to begin—so yes.” “The economy seems to be improving.” “It’s been talked about for years—why now and will it even happen?” Campaign Challenges # of Respondents Engaging Donors 24 Project Competition 20 Effective Case 9 Leadership 9 38 of 106 Personal Involvement Sixty-five percent of interview respondents are willing to make a gift to a campaign for the Robert Crown Community Center. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report22Strategic Conversation Findings 65% 49% 26%22%20% 14% 72% 42% 34%36% 16%18% Making a Gift Opening Doors Soliciting Gifts Serving on a Committee Hosting a Reception Serving as a Leader In this campaign, would you be willing to consider the following? Robert Crown Community Center Campaign CCS Benchmark Sample Comments “My kids no longer use Robert Crown, but I see the value of the place and am willing to support it.” “Once some of my current volunteer roles ends, I’d be willing to help out in any way I can.” 39 of 106 Potential Gifts Commemorative and memorial opportunities could be well-received in the community, but Evanstonians will ultimately make a gift based on an effective case. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report23Strategic Conversation Findings 95% 5% Do you believe donors would be interested in possible commemorative or memorial opportunities? Yes Maybe 76% 24% 0%0% If you were to consider a gift to the Robert Crown Community Center, what is most important to you? Project/Case Impact of Gift Person Who is Asking Recognition Sample Comments “I sometimes give anonymously, but a lot of people like to receive recognition.” “Name everything if you can. Bricks, parking spots, benches…” “Recognition is nice to receive, but I make gifts based on my personal interests and beliefs. I need to believe in the cause.” 40 of 106 Potential Gifts The Robert Crown Community Center falls low in relation to a majority of interview respondents’ other philanthropic priorities; however, it is important to note this philanthropic opportunity is a novel concept. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report24Strategic Conversation Findings 16%16% 40% 16% 12% Where do you see the Robert Crown Community Center fitting in your philanthropic priorities? High Middle Low Unsure N/A Sample Comment “My passions are elsewhere–social services, youth development, and education.” 41 of 106 Potential Gift Range Thirty-five of the 57 total interviewees indicated they would be willing to consider making a gift to the campaign. Twenty- nine of these 35 respondents indicated the amount of the gift they would consider making to a campaign for the Robert Crown Community Center. A total of 717 online survey respondents indicated the gift level that would be within their capabilities over a five-year period. The combined indications from the 29 interview respondents and 717 online survey respondents are shown in the Table of Gift Indications. The high and low-range for each indication is included. The potential gift range at present is based off of two sets: 1. Strategic Conversation Invitees 2. Online Survey Invitees The Robert Crown Community Center Campaign Planning Study ꟾFinal Report25Total Gift Indications Table of Gift Indications: Strategic Conversations and Online Survey Gift Ranges Low Indication # Low Indication $ High Indication $ High Indication # $100,000+1 $100,000 $200,000 2 $50,000+1 $50,000 $149,999 2 $25,000+--$55,000 2 $10,000+14 $160,000 $140,000 13 $5,000+17 $85,000 $144,989 18 $1,000+80 $86,000 $383,426 80 Below $1,000 633 $76,525 $235,664 629 Totals 746 $557,525 $1,309,078 746 145 •Number of Strategic Conversation Invitees 57 •Number of Strategic Conversations 65%•% Willing to Give 29 •Number of Indications with Amounts 4,755 •Number of Online Survey Invitees 837 •Number of Completed Responses 47%•% Willing to Give 717 •Number of Indications with Amounts Top Campaign Challenges # of Respondents Effective Case 30 Philanthropic Competition 26 Leadership 9 42 of 106 Online Survey Findings The Robert Crown Community Center Campaign Planning Study ꟾFinal Report26Online Survey Findings 43 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report27Online Survey Findings Online Survey Overview On November 6, a 12-question online survey was sent via email to 4,755 constituents possessing a relationship with the Evanston Public Library and/or the Robert Crown Community Center. From the number of the total invitations sent, 4,536 were successfully delivered. By November 23, CCS received a total of 837 completed responses, amassing a response rate of 18.45%. This response rate is high compared to other online survey response rates received by CCS, indicating a very engaged constituency. Of the 837 completed responses, 107 respondents requested to have someone follow up with them regarding their feedback. Statistical Summary: Respondents’ Relationships with the Initiative I am a user of the programs/services at the Robert Crown Community Center.28% I am a former user of the programs/services at the Robert Crown Community Center.22% My child is a user of the programs/services at the Robert Crown Community Center.50% My child is a former user of the programs/services at the Robert Crown Community Center. 32% I live within 1 mile of the Robert Crown Community Center.33% I am a library member.68% I am a library donor. 20% 44 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report28Online Survey Findings Online Survey Findings Summary In general, the results of the online surveys affirm the findings of the interviews. •Ninety-five percent of the online survey respondents feel the programs and services offered at the Robert Crown Community Center are either “highly valuable” or “valuable.” Although many interview respondents had “mixed” overall perceptions of the Robert Crown Community Center due to the state of the facility, they had a positive perception of the programs and services offered there. •A majority of interview respondents and online survey respondents had an overall “very positive” or “positive” reaction to the proposed plans. Seventy-four percent of online survey respondents reacted “very positively” or “positively” to the proposed plans for a new facility. Fifty-eight percent of online survey respondents reacted “very positively” or “positively” to the proposed plans for a renovation and addition. •When asked to evaluate the importance of each aspect proposed for the plan, a majority of online survey respondents and interview respondents cited ice rinks, a gym, and a library/reading courtyard within the top four case elements. •Seventy-one percent of online survey respondents believe now is the right time to move forward with a campaign for private investment. Variance occurs largely at the importance of the other aspects proposed for the plan. •Seventy-four percent of online survey respondents cited the playground as being “very important” or “important” to include compared to 34% of interview respondents. •Seventy percent of online survey respondents cited the indoor track as being “very important” or important” to included compared to 51% of interview respondents. New data was captured on the importance of outdoor versus indoor turf. •Fifty-nine percent of online survey respondents cited an outdoor turf field as “very important” or “important,” compared to 49% citing the same for an indoor turf field. Full results of the online surveys can be found in the appendix. 45 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report29Online Survey Findings Reaction to Case Elements 64% 44%39%39%32%29%28%18% 24% 40% 35%32%38%36%31% 31% Ice Gym Playground Library with Reading Courtyard Indoor Track Ball Diamonds Outdoor Turf Field Indoor Turf Field Please evaluate the importance of each aspect: Very Important Important Total: 88%Total: 84% Total: 74%Total: 71%Total: 70%Total: 65%Total: 59% Total: 49% *Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc. * 46 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report30Online Survey Findings Reaction to Case Elements Total: 84% Total: 84% Total: 68% 50%46% 36% 34%38% 32% Increased Scope of Facilities Expanding Current Fitness/Recreation Programming Expanding Current Preschool/After School Programming Please evaluate the importance of each aspect: Very Important Important *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard, athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. 47 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report31Online Survey Findings Willingness to Support a Campaign Of the 837 individuals who participated in the online survey, 390 indicated they would consider making a gift to the campaign. Seven-hundred and seventeen online survey respondents then indicated the gift level that would be within their capabilities over a five-year period. Seven indications are $10,000+ and 11 indications are $5,000 -$9,999. A majority of indications fall in the range of $100 -$599. The total of the 717 indications is $274,225 to $780,030. 47% 25% 20% 40% 33%35% Making a Gift/Pledge Volunteering If the Robert Crown Community Center embarked on a campaign, would you be interested in: Yes No Maybe 4,755 •Number of Online Survey Invitees 837 •Number of Completed Responses 47%•% Willing to Give 717 •Number of Indications with Amounts 48 of 106 Observations and Evaluation The Robert Crown Community Center Campaign Planning Study ꟾFinal Report32Observations and Evaluation 49 of 106 Observations CCS assessed the potential for a campaign for the Robert Crown Community Center by undertaking a thorough analysis of the key observations from the strategic conversations and the online surveys. Thoughtful analysis of the study findings reveals the following key observations: Outlying leadership gifts will inform the scope of the project and influence the campaign significantly. •CCS provided engagement opportunities for 4,900 individuals throughout the course of the study. Of these 4,900 invitees, CCS received 746 indications. While CCS did not uncover gift indications in the 7 or 8-figure range, there is significant upside to campaign potential if such lead gift(s) can be secured . These gifts will influence the overall campaign goal. Evanston is a vibrant, tight knit community with civic pride that values the Robert Crown Community Center and the services it provides to the community. •Ninety-five percent of online survey respondents indicated they feel the programs and services offered at the Robert Crown Community Center are either “highly valuable” or “valuable.” A great proportion of total study respondents indicated they feel the Robert Crown Community Center and its offerings are community assets, but the state of the facility does not reflect the character and culture of Evanston. A facility renovation has been a long pursued initiative within the community and a significant portion of respondents are willing to help make the vision a reality. •If a campaign is to proceed, now is the time. Community support is present, as CCS received 746 gift indications totaling between $557,525 and $1,309,078. The 29 total indications from the interview respondents are between $283,300 and $529,048. The 717 total indications from the online survey respondents are between $274,225 - $780,030. Respondents pointed out discussions around renovating the Robert Crown Community Center have been present for over a decade. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report33Observations 50 of 106 Observations The proposed plan is unique in that the vision is reliant on private, philanthropic investment in a tax - supported entity. •Numerous respondents questioned why the community should support the proposed entity beyond their tax contributions. The full funding composition of the initiative, as well as the development of a foundation, will be important to highlight in a campaign. The discussed $12.5 million combined investment from the City and Evanston Public Library paired with the Robert Crown Community Center’s philanthropic roots will offer a foundation for Evanston to continue the legacy of community philanthropy. There is a need to articulate and explain the impact and value of the envisioned Robert Crown Community Center. •Seventy-six percent of interview respondents cited the “project/case” as the most important influencer in determining if they will make a gift to a campaign. Forty percent of interview respondents indicated the initiative for the Robert Crown Community Center is positioned “low” in their overall philanthropic priorities. CCS believes prospects’ interests could be elevated if the case for support is refined to further explain the community impact of the initiative. Numerous respondents indicated an interest in knowing more detailed user statistics when asked which facility elements should be prioritized. Respondents also consistently wanted to know how the proposed offerings might overlap or compete with other services in the community. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report34Observations 51 of 106 Case: A well-defined and compelling rationale behind the request for financial support Leadership: The availability of influential leaders, or trustworthy advocates, who will make an early financial commitment, solicit support from others, as well as give their time for meetings and other campaign-related activities Prospects: A sufficient number of prospective donors, or people with an interest in the case or at the very least, a general interest in Robert Crown Community Center and Evanston Public Library and who can be approached for their support Plan: An organized and strategic fundraising plan which, when followed carefully, will result in a successful campaign Institutional Readiness: The likeliness of a campaign to succeed depends on the combination of the campaign’s infrastructure, strength of the case for support, influential leadership, sufficient prospects, and a strategic plan The Robert Crown Community Center Campaign Planning Study ꟾFinal Report35Evaluation CASE LEADERSHIP PROSPECTS PLAN The evaluation of study findings provides the framework for recommendations developed by CCS. The process entails weighing the responses received during the study against what experience shows is necessary for planning a successful campaign. The findings were used to determine the best course of action for strengthening each of the following elements CCS considers essential for a successful fundraising campaign: 52 of 106 Review: Case Based on responses received throughout the study, it is CCS’s evaluation that the case for improvements to the Robert Crown Community Center, as outlined in the Background Statement, received positive reactions from interviewees. However, a majority of interviewees expressed a desire to understand the need and anticipated impact of the project in greater detail. A comprehensive illustration of how the expansion and improvements will continue to add value to the community is critical. As the City of Evanston moves forward in refining a case for support, it will be important to address the following: Qualify the project as reflective of the character and culture of Evanston by creating a platform for an improved quality of life through the legacy of Evanstonian generosity. •When interviewees were asked the strengths of the Robert Crown Community Center, a majority of respondents pointed to its ice rink--the newly envisioned Robert Crown Community Center will be more than a place to go skating. Rather it will represent diversity, civic pride, health and wellness, education, and community opportunities. Evanstonians understand the current value of the Robert Crown Community Center, acknowledge it is well-used and enjoyed by many, but agree it is not a destination facility.A cutting edge facility could help differentiate Evanston from other Northshore communities. The original facility was founded on philanthropy, and the community should aspire to replicate this spirit of altruism. Depict the added value of a library branch to the site of the Robert Crown Community Center, and illustrate why the marriage between the Evanston Public Library and the Parks and Recreation Department makes sense. •Some respondents were uncertain of the demand for a library in the area and did not feel the partnership was a natural fit. Leaning on these entities’ vision and mission statements for clarification, the partnership will expand community access to public services offered in a collaborative safe space. The partnership will cultivate expanded recreational activities, lifelong learning, and support users’ ambitions. The branding of the library should be reflective of its services while differentiating it from other branches. The partnership will provide Evanstonians with convenience through the integration of recreation and learning in one facility–parents can surf the web while kids play hockey, preschoolers can get a jump start on reading, and after school programs can engage kids through library technology and cutting edge athletic facilities. There is something for everyone at Robert Crown. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report36Evaluation 53 of 106 Review: Case Explain the urgent need for expanded and improved recreation and athletic facilities, and demonstrate that the project will proceed. •Known in the community as a long pursued project for over a decade, respondents indicated the level of urgency is not known. Respondents were skeptical if the initiative will come to fruition. In order to instill confidence in the plans and demonstrate urgency, the City of Evanston should proceed with transparency and detailed communication. The community should be aware of the following: The historical decision making process, including the prior use of focus groups and why the project previously was not carried out. Some respondents were unsure if their current input would be relevant by the time the project moves forward. Statistics on current facility use should be released for the community to better understand the need for the proposed features. Respondents had difficulty determining which case elements should be prioritized without knowing the current demand at the facility, and if there could be overlap with other athletic and/or community centers. The worst case scenario about what will happen to the ice rinks without necessary repairs in the next few years, and how this will impact hockey players, figure skaters, and speed skaters. A statement on financial feasibility with details on facility maintenance funds. Respondents indicated an interest in seeing the specific project construction plans and knowing each feature’s associated cost. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report37Evaluation 54 of 106 Review: Leadership The success of a campaign for the Robert Crown Community Center will be dependent on quality, well-respected volunteers with an affinity for the proposal. Identifying influential leaders in the community who are willing to take campaign ownership will be vital in securing widespread support. From the study findings, CCS has identified the following key evaluations related to leadership: Compared to traditional fundraising efforts, the Robert Crown Community Center is a unique proposal because it has no existing leadership board. •Although the Evanston Public Library and the Parks and Recreation Department both have separate leadership boards, the leaders assembled for the Robert Crown Community Center will be pioneers. In order to secure community buy-in and instill confidence that the project is moving ahead, key leadership must extend beyond City leadership and the library board. •Many respondents were in agreement that City leadership and the library board should play an active role in the campaign through role modeling gift giving, explaining the case for support, and endorsing the campaign. Respondents felt committed volunteer leadership from the community will be necessary to keep the project on track. The City should take the lead by issuing a statement of project commencement considering the project’s history of false starts. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report38Evaluation 55 of 106 Review: Leadership Strong leaders with a commitment to volunteerism exist in Evanston. •In interviews, 23 names have been mentioned more than once as potential campaign leadership. Of these 23, 10 have been interviewed and 7 of these did not express a willingness to lead. Three indicated they are either willing or might be willing to serve in some leadership capacity. Additionally, 9 of the 10 did indicated they are either willing or might be willing to contribute in some way. •Twenty-five percent of online respondents are willing to volunteer in some capacity. Although the capacity of these individuals is not known, all levels of volunteerism are necessary to ensure campaign success. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report39Evaluation 56 of 106 Review: Prospects and Plan The Robert Crown Community Center is a broad-based initiative and has the capacity to attract a range of donors for a campaign. Prospective donors include all Evanstonians, local businesses, athletic associations, existing non-profit donors, and philanthropically minded individuals. CCS has identified the following key evaluations related to prospects for the proposed initiative: Great potential exists within the Evanston community. •Sixty-five percent of interview respondents and 47% of online survey respondents would give a gift should the campaign move forward. CCS received 746 gift indications totaling between $557,525 and $1,309,078. The 29 total indications from the interviewees are between $283,300 and $529,048. The 717 total indications from the online survey respondents are between $274,225 -$780,030. •Thirteen interviewees indicated they would consider the amount of a potential gift indication once the case for support is clear, project plans are finalized, and/or campaign leadership is appointed. As evidenced in the study, Evanstonians are an intelligent group of individuals and have detailed questions about the return on investment for this initiative. In order to elevate prospect interest and gain their attention, it will be critical to be armed to answer specific questions about user statistics, project costs, and project plans during a campaign. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report40Evaluation 57 of 106 Review: Prospects and Plan There is a strong sense that many yet unidentified prospects exist. •CCS was unable to meet with every individual and couple that was indicated as a potential leadership prospect. This means the amount of gift indications could increase significantly during a quiet phase of the campaign, which would elevate the overall goal. •A majority of interview respondents no longer have a relationship with the Robert Crown Community Center. Although their children once actively used the programs and services offered there and they have reached a position to be able to make a significant gift, the Robert Crown Community Center is not their top philanthropic priority. Many of these interviewees suggested engaging younger Evanstonians with children. Some of these suspect families may have the capacity and interest to make a gift, but have not been presented with the opportunity to make a gift indication yet. A foundation for this initiative needs to be developed and a 501(c)(3) status must be obtained. •There is currently no gift receipting framework for the envisioned Robert Crown Community Center. The donor base existing for the Evanston Public Library and the Parks Foundation should be engaged, although historical gift indications demonstrate this donor engagement will not be enough. Evanston Public Library: $256,977 (2014 fundraising) Parks Foundation: $150,000 (approximate present balance) The Robert Crown Community Center Campaign Planning Study ꟾFinal Report41Evaluation 58 of 106 WealthEngine: Prospect Finder CCS conducted prospect research through WealthEngine’s Prospect Finder. Prospect Finder is a database that allows for targeted prospect identification. It provides comprehensive wealth indicator profiles for each prospect, including information regarding giving history and propensity to give. Through our research, CCS identified 122 unique names with demonstrated philanthropic capacity residing in Evanston. On November 6, 2015, CCS presented the 122 names to the Planning Committee. Further evaluation found 9 of the 122 prospects have existing relationships with the Evanston Public Library and had not been invited for a strategic conversation. A profile of the research is provided below. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report42Evaluation WealthEngine Prospect Generator Key Estimated Annual Donations:the amount of money a prospect gives annually to all nonprofits per year Estimated Gift Capacity Range:a calculated amount of money a prospect can give to all nonprofits over five years Net Worth:the difference between total assets and total debt for a household Giving Capacity = Income & Age + Stock + Real Estate + Pension + Charitable Giving FORMULA DETAILSMatched Date Estimate Model % included in Giving Capacity Income & Age Income* (Age-22)*0.1 10% Stock (Holdings*Current Value)+Values of Sales Transactions 10% Real Estate Low End Range of Property*Escalator 5% Pension 100% Plan Assets*(0.75)*5 5% Charitable Giving 100% Philanthropic Gifts 100% Zip Code Count of Prospects 60201 84 60202 25 60203 12 60204 1 Grand Total 122 Net Worth Count of Prospects $500MM+2 $100MM-$500MM 5 $50MM-$100MM 5 $25MM-$50MM 5 $10MM-$25MM 26 $5MM-$10MM 56 $1MM-$5MM 21 $500K-$1MM 2 Grand Total 122 Estimated Annual Donations Count of Prospects $100K+9 $50K-$100K 10 $25K-$50K 18 $10K-$25K 27 $5K-$10K 35 $1K-$5K 23 Grand Total 122 Estimated Gift Capacity Range Count of Prospects $5MM+4 $1MM -$5MM 12 $500K -$1MM 27 $300K -$500K 79 Grand Total 122 59 of 106 Review: Prospects and Plan Without a history of a donor base for this specific initiative, unknown prospects, or individuals without a present affiliation to the initiative, must be uncovered. To determine the highest quality prospects, CCS recommends answering the following questions: •Does this individual, couple, foundation, or business have the ability, or wealth capacity, to make a gift? •Does this individual, couple, foundation, or business have the affinity, or relationship, with the Robert Crown Community Center, Evanston Public Library, the Parks and Recreation Department, and/or Evanston? •Does campaign leadership have access, or a connection, to this individual, couple, foundation, or business? The Robert Crown Community Center Campaign Planning Study ꟾFinal Report43Evaluation Ability AccessAffinity Qualifying Prospects 60 of 106 Philanthropic Landscape of Evanston, Illinois The Robert Crown Community Center Campaign Planning Study ꟾFinal Report44Philanthropic Landscape Regional Profile and Baseline Statistics Evanston is a suburban North Shore community in Cook County located 13 miles north of downtown Chicago, bordered by Wilmette, Skokie and Lake Michigan. Evanston Illinois Population, 2010 74,486 12,830,632 Households, 2009-2013 29,016 4,772,723 Land area 7.78 sq miles 55,518.93 sq miles Median household income, 2009-2013 $67,038 $56,797 Median value of owner-occupied housing units, 2009- 2013 $353,200 $182,300 Per capita money income in past 12 month, 2009-2013 $41,284 $29,666 Firms 9,259 1,123,817 Source: Census (2010) cityofevanston.org 61 of 106 Nonprofit Landscape The Robert Crown Community Center Campaign Planning Study ꟾFinal Report45Philanthropic Landscape Regional Nonprofit Sector Cook County Illinois Total registered nonprofits 26,992 65,282 Number of nonprofits filing Form 990 12,574 27,116 Revenue of registered nonprofits $60,220,651,837 $107,026,091,768 Assets of registered nonprofits $171,434,473,95 6 $287,151,493,376 Source: National Center for Charitable Statistics, Regional Report Builder 62 of 106 Charitable Foundation Landscape The Robert Crown Community Center Campaign Planning Study ꟾFinal Report46Philanthropic Landscape Sources: Foundation Search Milliondollarlist.org National Center for Charitable Statistics, Regional Report Builder Evanston is home to 74 charitable foundations. Of these 74 foundations, 18 do not accept unsolicited applications. The combined total giving from these 74 charitable foundations, as listed on their most recently published tax filing, is $22,609,000. (Last reported years include 2015, 2014, 2013, 2012, and 2007.) Of these 74 charitable foundations, five of them gave over $1 million. 1.The Rotary Foundation of Rotary International 2.Cradle Foundation 3.New Prospect Foundation 4.Sigma Chi Foundation 5.Lewis-Sebring Family Foundation Of these 74 charitable foundations, some grant funds to specific categories. Top 20 Evanston Charitable Foundations Foundation Year Total Giving Income Assets THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 2014 $7,013,000 $1,128,350,746 $1,038,075,4 82 CRADLE FOUNDATION 2014 $3,050,000 $12,852,583 $17,235,773 NEW PROSPECT FOUNDATION 2013 $2,274,000 $663,135 $59,720 SIGMA CHI FOUNDATION 2014 $1,335,000 $11,127,580 $23,400,096 LEWIS-SEBRING FAMILY FOUNDATION 2014 $1,279,000 $1,531,640 $8,721,400 EVANSTON COMMUNITY FOUNDATION INC 2013 $991,000 $3,852,522 $19,320,311 LOTUS FOUNDATION 2013 $821,000 $1,631,249 $3,071,433 REINHARDT H. & SHIRLEY R. JAHN FOUNDATION TRUST 2014 $785,000 $2,578,636 $5,621,265 INNOVATIONS FOR LEARNING INC 2013 $637,000 $4,501,186 $814,827 ANNE AND HOWARD GOTTLIEB FAMILY FOUNDATION 2013 $578,000 $22,103 AVI SHAKED AND BABS WALDMAN FAMILYFOUNDATION INC 2014 $413,000 $200,073 $46,853 REINHARDT H & SHIRLEY R JAHN FOUNDATION 2014 $321,000 $1,236,276 $1,509,347 NEW HORIZON FOUNDATION 2013 $275,000 $4,250,469 $3,662,881 HOWARD AND URSULA DUBIN FOUNDATION 2014 $268,000 $531,528 $5,891,942 MUSIC INSTITUTE OF CHICAGO 2014 $260,000 $7,037,598 $11,011,212 THE LEHMAN-STAMM FAMILY FUND 2013 $236,000 $147,500 $2,297,472 EVANSTON TOWNSHIP HIGH SCHOOL DISTRICT 202 EDUC FOUNDATION 2014 $212,000 $1,194,957 $3,718,558 KELLCIE FUND 2013 $208,000 $558,712 $2,609,865 NEW DIRECTIONS FOUNDATION 2013 $175,000 $1,131,298 $4,977,030 THE POTTER'S CLAY FOUNDATION 2014 $141,000 $445,059 $1,725,044 Category Funded Number of Foundations Granting Funds Sports and Recreation 4 Community Development 18 Arts and Culture 25 Health 25 Education 38 63 of 106 Individual Landscape The Robert Crown Community Center Campaign Planning Study ꟾFinal Report47Philanthropic Landscape A total of 14 residents in the combined areas of Chicago, Winnetka, and Oakbrook were included on the 2015 Forbes 400 list of the country’s wealthiest billionaires. 2012 Giving Profiles from The Chronicle of Philanthropy Sources: Chronicle of Philanthropy, How America Gives Forbes $4,159 $2,833 $4,293 $2,728 $0 $2,000 $4,000 $6,000 2012 Median Contribution Cook County 60203 60202 60201 $20,531 $12,393 $12,271 $22,821 $0 $10,000 $20,000 $30,000 2012 Average Contribution: Incomes $200,000+ Cook County 60203 60202 60201 60201 Zip Code •Population:42,197 people •Median Adjusted Gross Income: $131,151 •For Incomes of $200,000 or more- Giving Ratio: 3.20% Average Contribution: $20,531 60202 Zip Code •Population:32,422 people •Median Adjusted Gross Income: $94,027 •For Incomes of $200,000 or more- Giving Ratio: 2.34% Average Contribution: $12,393 60203 Zip Code •Population:4,760 people •Median Adjusted Gross Income: $125,326 •For Incomes of $200,000 or more- Giving Ratio: 2.56% Average Contribution: $12,271 Cook County •Population:5,197,677 people •Median Adjusted Gross Income: $81,178 •For Incomes of $200,000 or more- Giving Ratio: 3.20% Average Contribution: $22,821 64 of 106 Million Dollar Giving Landscape The Robert Crown Community Center Campaign Planning Study ꟾFinal Report48Philanthropic Landscape Million Dollar Giving from Evanston, Published 2012-2013 Sources: Million Dollar List Donation Donor Recipient Date $21.49 Million Rotary Foundation of Rotary International UNICEF 2013 $1.8 Million NorthShore University Health System Erie Family Health Clinic 2012 Donation Donor Recipient Date $50 Million Bill & Melinda Gates Foundation Rotary International 2012 $25 Million Neil Bluhm Northwestern 2013 $17 Million James Russell Northwestern 2013 $15 Million J Landis &Sharon Martin Northwestern 2013 $10 Million Walter and Lucienne Driskill Foundation Feinberg School of Medicine 2012 $10 Million Querrey Simpson Charitable Foundation Northwestern 2012 $10 Million J Landis & Sharon Martin Northwestern 2013 $5.25 Million Herbert & Anne Gullquist Northwestern 2013 $5 Million Kirkland &Ellis, LLP Northwestern 2012 $5 Million Roxelyn &Richard Pepper Northwestern 2013 $2.5 Million Andrew W Mellon Foundation Northwestern 2013 $2.5 Million Andrew W Mellon Foundation Northwestern 2013 $1 Million W M Keck Foundation Northwestern 2012 Million Dollar Giving to Evanston, Published 2012-2013 More million dollar philanthropic contributions are made to Evanston organizations than are given from Evanston organizations. All but one seven-figure donation to Evanston published from 2012-2013 on the Million Dollar List was received by Northwestern University. An overview of more current high capacity philanthropy in Evanston follows. 65 of 106 Campaign Landscape The following chart outlines the landscape of some campaigns in Evanston. An ambitious $17.5 million community-supported campaign would surpass any recent effort outside of Northwestern University. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report49Philanthropic Landscape Evanston Campaigns Goal Amount Raised Evanston Art Center •Launched July 2014 $2,500,000 $2,080,107+ Evanston History Center •Launched Summer 2010 •Public phase August 2010 $4,000,000 $2,400,000+ Youth & Opportunity United (Y.O.U.) •Launched 2013 •Public phase began October 2015 •Ends June 2016 $15,000,000 $12,800,000+ Northlight Theatre •Early, formative stages •$37,000,000 needed -- First United Methodist Church of Evanston •Launched April 2015 •Three-year pledges $2,000,000 unknown YMCA •Early,formative stages -- North Shore Country Day School •Annual giving campaigns $1,300,000 for 2015/2016 $1,285,000 raised for 2014/2015 St.Luke’s Episcopal Church •Three-year pledges $1,800,000 unknown Northwestern University •$1.52 billion secured at March 2014 public campaign announcement $3,750,000,000 $2,200,000,000+ 66 of 106 Recent Evanston Philanthropy Headlines The Robert Crown Community Center Campaign Planning Study ꟾFinal Report50Philanthropic Landscape Evanston Community Foundation Raised $335,000 at annual gala on Oct. 8 (300 supporters) Y.O.U. Raised 85% of $15 million campaign goal in two years of private fundraising; Over $2.65 million contributed by the Board of Directors Evanston History Center $100,000 received from the Tawani Foundation; named gifts for Carol Coolidge Albertson, Frank B. Foster, William Onderdonk, and Virginia Noyes YWCA Evanston/North Shore Raised $327,043 in the month of October for Allstate Foundation’s Purple Purse Challenge in support of domestic violence services Evanston Township High School Renovated Planetarium: Leonard Schaeffer contributed $500,000 Advanced Manufacturing Lab: ETHS Educational Foundation spearheaded a fundraising effort in 2014 generating over $450,000 Northwestern University’s We Will Campaign Athletic Center Gifts Ryan Fieldhouse in honor of the gift made by alumni Patrick G. and Shirley W. Ryan Wilson Field in honor of the $15 million gift from alumni Stephen R. and Susan K. Wilson Walter Athletics Center in honor of the $40 million gift from alumni Mark and Kimbra Walter Kimberly K. Querry and Louis A. Simpson Wing in the Walter Athletics Center in honor of their $23 million gift Mitchell and Valerie Slotnick Family Atrium in honor of their $5 million gift Other Gifts Roberta Buffett Institute for Global Studies in honor of alumna Roberta Buffett’s $100 million gift Louis A. Simpson and Kimberly K. Querrey Institute for BioNanotechnology in Medicine in honor of their total contribution of $117.8 million Northwestern Pritzker School of Law in honor of J.B. and M.K. Pritzker’s $100 million gift to Northwestern law school Holly and John Madigan made a major gift to The Campaign for the Future of the Daily Northwestern-the campaign’s target goal was raised to $2 million after reaching $1.25 million. Catalyzer, online fundraising initiative for Northwestern Added seven new campaigns for student groups as a part of the $3.75 billion We Will Campaign Sources: The Daily Northwestern Evanston Roundtable Evanston Now 67 of 106 What does this philanthropic landscape mean for Evanston and the Robert Crown Community Center initiative? Evanston is a highly generous community with philanthropic competition. In addition, the close proximity to Chicago, just 13 miles south, opens up a wealth of additional opportunities for Evanstonians to become donors outside of Evanston. All nonprofits in Cook County need the generosity of Evanstonians and some rely on annual support. Considering the present philanthropic landscape, it will be critical to create customized asks to individuals based on their passions, giving histories, and relationships to the initiative. The future envisioned for the Robert Crown Community Center, a partnership between the Evanston Public Library and the Parks and Recreation Department, has a compelling case for supporting local youth development and enriching the culture and community of Evanston. Identifying leadership prospects with affinity for the project, access to larger networks, and the ability to make significant gifts will be key ear ly on in a community-supported campaign. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report51Philanthropic Landscape 68 of 106 Recommendations The Robert Crown Community Center Campaign Planning Study ꟾFinal Report52Recommendations 69 of 106 Recommendations Summary Based on our analysis, conversations, and feedback from the 57 strategic conversations and online surveys, CCS recommends that the City of Evanston advance with a comprehensive campaign. We recommend the following actions steps be implemented to guide fundraising activity moving forward: 1.Approach Top Prospects and Allow Gift Indications to Inform the Project Scope 2.Move Forward with a Campaign with a Working Goal of $3 to 5 Million Beyond a Lead Donor Gift and City Investment 3.Focus the Case for Support on Community Impact 4.Utilize a Phased Approach that is Targeted and Tailored-Top Down and Inside Out 5.Develop a Campaign Plan with a 12 to 24 Month Timeline and Activity Benchmarks 6.Recruit Campaign Leadership to Commence Planning 7.Establish and Follow a Disciplined Prospect Engagement Process 8.Provide Options for Donor Recognition through Naming Opportunities 9.Develop an Internal Campaign Infrastructure 10.Resource and Staff Campaign Properly The Robert Crown Community Center Campaign Planning Study ꟾFinal Report53Recommendations 70 of 106 1. Approach Top Prospects and Allow Gift Indications to Inform the Project Scope Knowledge of the top prospects’ engagement will help set the pace for the campaign. CCS advises developing a tailored strategy for approaching all top prospects. This plan of action should include the presentation of final project plans and specific gift range requests with corresponding naming opportunities. CCS advises prioritizing the determination of the project scope, or mapping out the construction plans and total project costs. Defining the project plan for the Robert Crown Community Center with its associated costs will provide clarity and direction for developing campaign goals and tasks. In addition, a clearly defined project scope will set expectations and outline the parameters of the project. Engagements with prospective donors and key community stakeholders will be more successful with a clearly articulated plan demonstrating project outcomes. CCS recommends evaluating the following questions when finalizing the project scope: •Is the project plan realistic considering current community support? •Are the construction details specific and logical given the facility’s intended use? •Do the selected facility components meet the needs of Evanstonians? •Does the chosen project have the necessary infrastructure in place to come to completion? •Will key stakeholders agree on the terms of the project scope? The Robert Crown Community Center Campaign Planning Study ꟾFinal Report54Recommendations 71 of 106 2. Move Forward with a Campaign with a Working Goal of $3 to $5 Million Beyond a Lead Donor Gift and City Investment The Robert Crown Community Center, as a partnership between the Evanston Public Library and the Evanston Parks and Recreation Department, demonstrated potential for a successful campaign; however, CCS did not receive the number of leadership gift indications necessary to justify a $17.5 million campaign for private investment. During the study, no seven-figure indications were received. Based on the gift indications received and the findings from the study, CCS recommends a 12 to 24 month campaign with a working target of $3 to $5 million beyond a lead donor gift and the City’s discussed investment. The initial focus of the campaign should be placed on select donors who have made the largest indications during the study, as well as have the capacity and historical record to consider gifts of $25,000 and above. Feasibility in surpassing the goal will require donor generosity, likely fueled by project affinity, at both the high five-figure and six-figure level. A public goal should not be announced until the returns on leadership gift efforts are known. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report55Recommendations 72 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report56Recommendations 3. Focus the Case for Support on Potential Community Impact The Planning and Advisory Committees provided valuable information for use in the Background Statement and Viewbook. During the strategic conversations, it was evident that interviewees were not certain of the urgency of the initiative. A refined, compelling case will provide prospects with the information necessary to determine their support of the project. CCS recommends the City of Evanston work to focus the case for support on the potential community impact of the Robert Crown Community Center. The case should utilize user data from Evanston Public Library, the Parks and Recreation Department, and user groups, such as athletic associations, to support the need for investment. The narrative should maintain a thematic focus on providing Evanstonians with top-of-the-line programs and services. Additionally, it should demonstrate the impact of the case elements now and into the future. CCS recommends a comprehensive case for support that articulates: •A clear campaign theme rooted in the Robert Crown Community Center’s founding based on philanthropy and the facility’s impact for Evanstonians over the past forty years •The specific need for additional facility features to accommodate user growth and demand •A statement of urgency as it relates to the necessary repairs and renovations •An outline of the decision-making process and other options that were explored historically •A detailed illustration of the specific plans for the facility •Explanations on how the facility will be staffed, maintained over time, and funded by the City 73 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report57Recommendations A sample of additional considerations for producing a compelling case for support are listed in the chart below: Case Component Supporting Detail Why this Need?Impact Questions to Answer Next Steps Adding a new library branch -Underserved area -Meet shifting demands for technology-based research -Provides valuable meeting spaces -Facilitates personal and professional development -Provides technology access -What is the demand? -How does this fit in with the master plan for the library? -How does this affect other branches? -Solidify construction plans and details -Secure final cost estimates and plans -Determine City bonding Increasing the scope of recreation facilities -Provide indoor track for runners to use during inclement weather -Allow for more practice time on the ice -No women’s locker room -Convert classrooms into multi-purpose rooms to maximize populations able to be served -Allows for necessary features essential to user satisfaction -Provides increased opportunities for athletic activities and user practice -Safe, central public space -What is the demand? -How will the facility be maintained over time? -How will this impact users during construction? -How much will each component cost? -Solidify construction plans and details -Secure final cost estimates -Determine City bonding Expanding current fitness/recreation programming -Expand opportunities available within Evanston -Increased options to improve health and wellness -Provides additional leisure opportunities locally -What is the demand? -How will this overlap or complement other community programming? -Who will use this programming? -Secure final cost estimates and plans -Develop a portfolio of the expanded programming Expanding current preschool/after school programming -Strengthen program quality -Provide enhanced opportunities for community youth -Library access will help prepare youth for school -Increased convenient options for neighborhood families -What is the demand? -Who will use this programming? -How will it be staffed? -Secure final cost estimates and plans -Develop a portfolio of the expanded programming 74 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report58Recommendations 3. Utilize a Phased Approach that is Targeted and Tailored-Top Down and Inside Out From CCS’s experience, campaigns are most successful when conducted in strategic phases. Developing a phased approach over 12 to 24 months for the campaign will build momentum during its early stages. Later on, this approach will provide the opportunity to lean on prior successes to generate additionally productive activity. A phased approach ensures all constituency groups are given the chance to become involved through volunteerism and/or gift giving. In a phased approach, prospects with the financial capacity and giving history to consider larger gifts are approached initially during a quiet phase. Early, significant leadership gifts are essential for building campaign energy. Leadership gifts will inspire others to evaluate their own giving capacity and create confidence in campaign success. A public phase should be announced during the final six months of the campaign. Every phase should have a dedicated committee responsible for the gift solicitations to each phase’s prospects. In addition, prospects in each phase of the campaign should be provided the opportunity to consider gifts in the form of a pledge, payable over three to five years. A designated pledge period allows donors the opportunity to make larger gifts than they would otherwise be capable of through a one-time donation. The campaign should use Evanston Public Library and the Park Foundation’s existing fundraising strategies, as well as consider new tactics. Effective practices include personal visits, proportionate gift requests, tailored asks, and an emphasis on early leadership gifts to set the pace for the remaining phased solicitation process. CCS’s Recommended Campaign Phases Months (Overlapped) 1. Planning Phase QUIET PHASES 6 months 18 months 12 months 2. Leadership Gifts ($100,000+) 3. Major Gifts ($25,000+) 4. Community Gifts (below $5,000)PUBLIC PHASE Last 6 months 75 of 106 4. Develop of a Campaign Plan with a 12 to 24 Month Timeline and Activity Benchmarks CCS recommends that the City of Evanston continue moving forward with the planning phase of a 12 to 24 month campaign effort, building on the momentum created from the feasibility study. Total potential available funds must be considered in advance of embarking on a campaign, as a finalized project scope must be set. An illustrative timeline developed by CCS, subject to change, is presented: The Robert Crown Community Center Campaign Planning Study ꟾFinal Report59Recommendations Project Timeline (Up to 3 Years) City Council Presentation Architectural Bids Develop Construction Timeline Project Approval Gifting Infrastructure Groundbreaking and Construction Facility Ribbon Cutting Campaign Timeline (12 –24 Months) Planning Phase Leadership Gifts Phase Major Gifts Phase Community Gifts Phase (Public Phase) 2016 2017 2018 76 of 106 CCS recommends presenting prospects with the option for three to five year pledged gifts. A pledge redemption timeline, subject to change, is presented below. The Robert Crown Community Center Campaign Planning Study ꟾFinal Report60Recommendations Leadership Gifts Phase Pledge Redemption Timeline $1.3 -$2.2 Million 3 Years Cumulative 1st Year $433,333- $733,333 2nd Year $866,666- $1,466,666 3rd Year $1,300,000- $2,200,000 5 Years Cumulative 1st Year $260,000- $440,000 2nd Year $520,000- $880,000 3rd Year $780,000- $1,320,000 4th Year $1,040,000- $1,760,000 5th Year $1,300,000- $2,200,000 Major Gifts Phase Pledge Redemption Timeline $1.2 –$2 Million 3 Years Cumulative 1st Year $400,000- $666,666 2nd Year $800,000- $1,333,333 3rd Year $1,200,000- $2,000,000 5 Years Cumulative 1st Year $240,000- $400,000 2nd Year $480,000- $800,000 3rd Year $720,000- $1,200,000 4th Year $960,000- $1,600,000 5th Year $1,200,000- $2,000,000 Community Gifts Phase Pledge Redemption Timeline $500,000 - $800,000 3 Years Cumulative 1st Year $166,666- $266,666 2nd Year $333,333- $533,333 3rd Year $500,000- $800,000 5 Years Cumulative 1st Year $100,000- $160,000 2nd Year $200,000- $320,000 3rd Year $300,000- $480,000 4th Year $400,000- $640,000 5th Year $500,000- $800,000 77 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report61Recommendations Timeline/Phase Campaign Activities Project Activities Financial Goal December –March 2016 Planning Phase Recruiting & Training •Develop leadership recruitment plan •Identify potential Campaign Leadership •Identify and recruit Campaign Executive Cabinet Operational •Material Production (refined Background Statement and Viewbook, gift request letter, gift prospectus, thank you letter) Gift Requests •Identify and prioritize the top 20 potential donors •Prioritize and begin solicitation to top five prospects •Continue WealthEngine screenings and in-depth research on prospects Prospect Identification •Determine cultivation strategies for Leadership Gifts •Develop a calendar of cultivation and stewardship events •Present study findings at January City Council meeting •Request and receive architectural bids •Develop construction timeline •Receive project approval •Finalize discussions regarding City and Library contributions •Solidify gifting infrastructure and obtain 501(c)(3) status for the foundation Phase Goal N/A Total Goal N/A A phased 12 to 24 month timeline, subject to change, is outlined below. 78 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report62Recommendations Timeline/Phase Campaign Activities Project Activities Financial Goal April –December 2016 Leadership Gift Phase Gift Requests •Continue solicitation to top 20 prospects •Rate and prioritize remaining prospects at $100K+ •Develop solicitation strategies for Leadership Gifts •Prepare personalized gift request proposals for each prospect Prospect Identification and Cultivation •Continue to invite prospects to cultivation events, such as briefings and meetings •Host private lunches and dinners with campaign leaders, top donors, and prospects •Tours of the Robert Crown Community Center Benchmark •Reassess final fundraising goal based on receipt of initial ten gifts •Finalize construction plans •Issue statement of plans Phase Goal $1,300,000 - $2,200,000 Total Goal $1,300,000 - $2,200,000 79 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report63Recommendations Timeline/Phase Campaign Activities Project Activities Financial Goal January –June 2017 Major Gift Phase Gift Requests •Continue solicitation of next 50 prospects •Rate and prioritize prospects of $25K+ •Develop solicitation strategies for Major Gifts •Develop solicitation strategies for corporations and foundations •Prepare personalized gift request proposals for each prospect Prospect Identification and Cultivation •Continue to invite prospects to cultivation events, such as briefings and meetings •Host private lunches and dinners with campaign leaders, top donors, and prospects •Tours of the Robert Crown Community Center •Finalize all financial, legal, and administrative details necessary to move forward with construction Phase Goal $1,200,000 - $2,000,000 Total Goal $2,500,000 - $4,200,000 80 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report64Recommendations Timeline/Phase Campaign Activities Project Activities Financial Goal July 2017 – January 2018 Community Gift Phase (Public Phase) Gift Requests •Continue solicitation of remaining prospects •Rate and prioritize prospects of $10K or below •Develop solicitation strategies for Public Phase prospects •Prepare personalized gift request proposals for each prospect Prospect Cultivation •Continue to invite prospects to cultivation events, such as briefings and meetings •Host private lunches and dinners with campaign leaders, top donors, and prospects •Tours of the Robert Crown Community Center Benchmark •If 75% of total goal raised, announce campaign publicly •Construction Phase Goal $500,000 - $800,000 Total Goal $3,000,000 - $5,000,000 81 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report65Recommendations 5. Recruit Campaign Leadership to Commence Planning Core campaign volunteers drive success not only through their generosity, but also through their outreach to other donors. In CCS’s experience, three factors will affect the ability to recruit strong leadership for the Robert Crown Community Center: a credible statement of need detailing project impact; a well developed campaign plan and the resources needed to implement it; and a series of achievable immediate and long term goals. CCS recommends the current Campaign Planning Committee assist CCS with finalizing the case for support and campaign plan. CCS’s suggested campaign leadership structure is as follows: 1.To lead the way in the campaign, CCS recommends assembling 3 to 5 Core Campaign Leadership Chairs-the central leadership group, or “nerve center,” within the Campaign Executive Cabinet. Core Campaign Leaders meet bi-weekly and drive the success of the campaign with support from CCS. Core Campaign Leaders are key prospective donors or other leaders whose guidance is imperative to campaign implementation. These leaders typically make a minimum gift of $25,000 up to $100,000+. 2.Develop a Campaign Executive Cabinet-a group of credible thought leaders and community influencers reflecting the character and culture of Evanston able to expand the campaign’s network and facilitate connections with key prospects. CCS recommends appointing 10 to 20 members over the first year drawn from the Planning and Advisory Committees, institutional leadership, key stakeholders, and prospective top donors. In addition to inspiring confidence, the role of the Campaign Executive Cabinet is to set an example for others through personal financial commitment and volunteerism. These individuals endorse and communicate the case for support and campaign plan, as well as cultivate prospective donors and participate in high-level solicitations. 82 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report66Recommendations 3.Endorsers (as appropriate): In addition to the Campaign Executive Cabinet, a select number of individuals or organization representatives should be invited to endorse the campaign through customized roles. Without the commitment level of serving on the Campaign Executive Cabinet, this role offers involvement for key stakeholders willing and able to help with engagement opportunities and introductions. 4.Public Phase Committees: During the public phase of the campaign, likely the final six months, a series of volunteer committees should be assembled to engage with specific constituency groups and build donor relations. CCS recommends organizing the committees by affinity or user groups. 83 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report67Recommendations Recommended Campaign Leadership Structure for the Robert Crown Community Center Campaign Executive Cabinet (includes Core Campaign Leadership) 10-20 Core Leaders Core Campaign Leadership (3-5) Campaign Chair(s) Internal Leadership Key Staff Member Other Select Volunteer Endorsers City Leadership Local Businesses Celebrities Public Phase Committees Last 6 Months Immediate Assembly Community Athletics Library Preschool First 12 Months 84 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report68Recommendations 7. Establish and Follow a Disciplined Prospect Engagement Process Given the fact that the Robert Crown Community Center has no historical donor base, CCS recommends the City of Evanston devote extraordinary time, leadership, and focused attention to high capacity prospects during the campaign’s quiet phase. In order to elevate each prospect’s commitment to the vision for the Robert Crown Community Center, CCS recommends the following steps be emphasized during the engagement process. •Ongoing relationship development 1. Cultivation •Personal touch points with the institution 2. Briefing/Site Visits •Campaign, annual, and planned gift requests 3. Solicitation •Expression of gratitude and follow-up 4. Stewardship 85 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report69Recommendations 8.Provide Options for Donor Recognition through Naming Opportunities Ultimately, donors will make a gift to the Robert Crown Community Center because of their affinity for the project; however, offering commemorative or memorial opportunities may add appeal. The feasibility study results conclude 95% of interview respondents believe donors would be interested in recognition opportunities. As outlined below, six-figure commitments are critical to achieving a $3 to $5 million community-supported goal. Naming opportunities can help secure larger gifts, as well as persuade donors to stretch their gift amount if the capacity is present. The aspects of each opportunity should be customized to ensure donor satisfaction. An annotated table of gifts, which includes suggested naming opportunities, is available in the appendix. Table of Gifts for a $3 Million Community-Supported Campaign for the Robert Crown Community Center Gift Level # of Gifts Needed Typical # of Prospects Needed # of Low -End Indications Identified Total at Gift Level Cumulative Amount $500,000 1 3 $500,000 $500,000 $250,000 2 6 $500,000 $1,000,000 $100,000 9 21 1 $900,000 $1,900,000 $50,000 10 21 1 $500,000 $2,400,000 $25,000 14 30 $350,000 $2,750,000 $10,000 25 75 14 $250,000 $3,000,000 Below $10,000 Many 400 +730 TOTAL 746 $3,000,000 $3,000,000 86 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report70Recommendations Table of Gifts for a $5 Million Community-Supported Campaign Goal for the Robert Crown Community Center Gift Level # of Gifts Needed Typical # of Prospects Needed # of High-End Indications Identified Total at Gift Level Cumulative Amount $500,000 3 9 $1,500,000 $1,500,000 $250,000 4 12 $1,000,000 $2,500,000 $100,000 11 33 2 $1,100,000 $3,600,000 $50,000 12 36 2 $600,000 $4,200,000 $25,000 20 60 2 $500,000 $4,700,000 $10,000 30 90 13 $300,000 $5,000,000 Below $10,000 Many 400 +727 TOTAL 746 $5,000,000 $5,000,000 87 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report71Recommendations 9. Develop an Internal Campaign Infrastructure The vision for the Robert Crown Community is a novel concept, as it involves a physical and financial partnership between the Evanston Public Library and the Parks and Recreation Department. Although both partners have their own gift receipting frameworks, a collaborative campaign will bring in significant gifts beyond the present capabilities of each entity. To efficiently manage gift processing and provide transparency to donors, CCS recommends the City of Evanston move forward with their initial efforts to develop a separate foundation. Separate accounts for restricted gifts advised by donors, such as the library, should be considered as a way to further attract prospects with specific giving interests. Consultation is advised in the formation of the campaign infrastructure with the following: •Library Board Members •Parks and Recreation Department Board Members •Volunteer Parks Foundation Leaders •Legal Team •Bank Trust Department After an entity is developed for gift receipting with a 501(c)(3) status and a bank account is allocated for funds, it will be critical to train volunteers and/or allocate staff to manage its administration. Trained volunteers and/or staff will need to adhere to any donor-imposed restrictions. An organizational chart should be built to map out the relationship between each foundation, their staffing, and any overlap with the newly formed foundation. A designated staff member will need to be responsible for the following: •Writing and mailing donor acknowledgement letters, which serve as contribution receipts. These letters must include a description of the donation, its value, and whether or not goods or services were received in exchange. •Processing gifts. Donations may be received in the form of cash, check, or credit card. Employer matching gifts, three to five year pledges, stock contributions, and restricted gifts will require specialized follow through. 88 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report72Recommendations 10. Resource and Staff Campaign Properly CCS recommends the City of Evanston allocate adequate financial and staffing resources for the campaign appropriate for the need. The execution of a successful campaign depends on professional planning and management. Resource The fundraising endeavor will require appropriate investment. A budget of 8% -10% of the campaign goal is an appropriate aim. A campaign budget should include the costs for: •Staff resources •Leadership, staff, and volunteer training •Campaign material design and printing •Donor cultivation events •Fundraising counsel 89 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report73Recommendations Staff A campaign will be the most effective with a dedicated full-time fundraising staff member able to provide the attention necessary to propel the campaign forward. If a full-time staff member is not assigned to the project, CCS advises the equivalent hours of a full-time staff member be spread out among existing staff. CCS’s suggested staffing structure is as follows: 1.Select one individual to lead and coordinate the initiative 2.Allocate administrative staff support to the campaign 3.Arrange time for City leadership to attend campaign-related meetings, briefings, and prospect engagements 4.Allow full-time fundraising staff to guide and implement overall campaign efforts A thorough, well-developed campaign will require staff leadership to carry out the following: •Conduct the campaign efficiently •Refine the case for support •Carry out the initial development of the campaign plan for 12 to 24 months with activity benchmarks •Identify, recruit, and train leadership •Develop cultivation strategies for prospects and customize solicitation materials •Produce campaign materials, such as pledge cards, giving policies, solicitation scripts, pledge redemption procedures, thank you letters, etc. CCS would be delighted to serve as the City of Evanston’s counsel on this initiative. 90 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report74Recommendations Priority Action Steps Based on the observations, evaluations, and recommendations included in this report, the City of Evanston should immediately move forward with campaign planning. •CCS will present the findings of the feasibility study at the City Council meeting in January 2016 Pending the City of Evanston’s decision to move forward with a $3 to $5 million community -supported campaign, CCS recommends prioritizing the following tasks: •Moving forward with efforts to secure lead donor gifts •Determining the project scope •Creating a project timeline •Developing a gifting infrastructure The continuation of CCS’s services will consist of a staff member able to move forward with crafting a refined case for support, identifying leadership, establishing a detailed campaign plan, and prioritizing and expanding the top prospect list. 91 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report75Appendix Appendix Detailed Statistics 76 Study Materials •Interview Request Letter •Background Statement •Viewbook •Table of Gifts Proposed Naming Opportunities Framework 92 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report76Appendix Detailed Strategic Conversation Statistics 2% 27% 34% 12% 25% What do you believe the community's perception of the Robert Crown Community Center to be? Very Positive Positive Neutral Negative Unsure 93 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report77Appendix Detailed Strategic Conversation Statistics 31%37% 21% 49%32% 41% 13% 5% 3% 14%22% 0% 20% 40% 60% 80% 100% 120% Increased Scope of Facilities Expanding Current Educational Programming Expanding Current Fitness/Recreation Programming Please evaluate the importance of each aspect: Very Important Important Neutral Not Important Unsure 15% 10% 7% *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard, athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. * 94 of 106 37% 67% 41% 30% 18% 7%5% 52% 18% 33% 36% 47% 44% 29% 2% 4%11% 7% 12% 2% 14% 9%6% 20% 32% 15%10%21%18%22%22% 0% 20% 40% 60% 80% 100% 120% Gym Ice Library/Reading Courtyard Outdoor Turf Fields Ball Diamonds Indoor Track Playground Please evaluate the importance of each aspect: Very Important Important Neutral Not Important Unsure The Robert Crown Community Center Campaign Planning Study ꟾFinal Report78Appendix Detailed Strategic Conversation Statistics 9% *Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc. * **Percentages represent respondents’ prioritization of the library only, and are not inclusive of a response to a reading courtyard. ** 95 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report79Appendix Detailed Strategic Conversation Statistics 65% 49% 26% 22%20% 14% 20% 39% 64% 51% 57% 76% 15%12%10% 27% 23% 10% 0% 10% 20% 30% 40% 50% 60% 70% 80% Making a Gift Opening Doors Soliciting Gifts Seriving on a Committee Hosting a Reception Serving as a Leader In a campaign, would you be willing to consider: Yes No Maybe 96 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report80Appendix 6% 35% 21% 12% 26% When did you begin your involvement with the Robert Crown Community Center? Less than 1 year 1-5 years 6-10 years 11-15 years 15+ years Detailed Online Survey Statistics 3% 19% 21% 15% 42% When did you begin your involvement with the Evanston Public Library? Less than 1 year 1-5 years 6-10 years 11-15 years 15+ years 97 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report81Appendix Detailed Online Survey Statistics 72% 23% 1%4% How valuable to the community are the programs and services offered at the Robert Crown Community Center? Highly valuable Valuable Not valuable Unsure 98 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report82Appendix Detailed Online Survey Statistics 54% 20% 20% 39% 18% 31% 5%8% 3%2% 0% 20% 40% 60% 80% 100% 120% New Facility Renovation and Addition What is your overall reaction to the proposed plans? Very Positive Positive Mixed Negative Unsure 99 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report83Appendix Detailed Online Survey Statistics 50%46%36% 34%38% 32% 14%14% 27% 2%2%5% 0% 20% 40% 60% 80% 100% 120% Increased Scope of Facilities Expanding Current Fitness/Recreation Programming Expanding Current Preschool/After School Programming Please evaluate the importance of each aspect: Very Important Important Neutral Not Important *Increased scope of facilities is defined as expanding overall square footage to allow for a library with a reading courtyard, athletic spaces, educational rooms, offices, bathrooms, locker rooms, storage, etc. * 100 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report84Appendix Detailed Online Survey Statistics 64% 44%39%39%32%29%28%18% 24% 40% 35%32% 38%36%31% 31% 10%15% 19%20%24%28%31% 38% 2%1%7%9%6%7%10%13% 0% 20% 40% 60% 80% 100% 120% Ice Gym Playground Library with Reading Courtyard Indoor Track Ball Diamonds Outdoor Turf Field Indoor Turf Field Please evaluate the importance of each aspect: Very Important Important Neutral Not Important *Gym is defined as a multipurpose indoor space for basketball, volleyball, soccer, taekwondo, gymnastics, etc. * 101 of 106 The Robert Crown Community Center Campaign Planning Study ꟾFinal Report85Appendix Detailed Online Survey Statistics 1%2% 10%11% 36% 15% 12% 9% 0% 5% 10% 15% 20% 25% 30% 35% 40% For estimation purposes only, please mark the gift level that would be within your capabilities, if payable over a five-year period. This is not a commitment. Note: Respondents selecting “Other” are not included in the graph above. 102 of 106 To: Honorable Mayor and Members of the City Council From: Martin Lyons, Assistant City Manager / CFO Joe McRae, Director of Parks, Recreation and Community Services Karen Danczak Lyons, Library Director Subject: Recommendation for Fundraising Consulting Services for Robert Crown, RFP #15-24 Date: June 15, 2015 Recommendation Staff recommends that City Council authorize the City Manager to execute a consulting services agreement for fundraising at Robert Crown with Community Counselling Services Co., LLC (CCS) located at 155 North Wacker, Suite 1790, Chicago, Illinois 60606 at a total cost of $477,500. Funding Sources FY 2015 CIP #415555: $873,000 Discussion Located at the corner of Main Street and Dodge Avenue, Crown Park and the Robert Crown Community Center and Ice Complex (Crown) deliver a wide range of recreational services. Crown Park provides a variety of outdoor athletic facilities for the entire Evanston community including four tennis courts, two softball fields, and one football field. Constructed in 1975, the 61,000 square foot Crown building contains one large ice skating arena, a small studio-practice rink, one basketball gymnasium, a child care room, and a variety of other multi-purpose rooms. The Robert Crown Center is the most heavily used community center in the City. It is over 40 years old and due to heavy use, age, building (not life safety) code deficiencies and evolving community needs, Crown is in need of either replacement or significant renovation. Additionally, the Library has identified a need to serve west side residents with a flexible library learning space. In order to pool resources and develop synergy within the City, the Parks Recreation and Community Services Department and Library have partnered to either renovate or reconstruct Crown to meet these demands. Memorandum For City Council meeting of June 15, 2015 Item SP2 Business of the City by Motion: Robert Crown Fundraising Consultant For Action 103 of 106 Over the past several years, staff working in concert with a steering committee, has explored a variety of mechanisms to secure funding for renovation or reconstruction including grant opportunities and public / private partnership ventures. These explorations have revealed that private fundraising, in conjunction with public investment, will likely yield successful results for a new or substantially renovated facility. As staff expertise in fundraising and development services are not available, the City issued a Request for Proposal for these services on March 12, 2015. On April 8, 2015, the Purchasing Division received proposals from two qualified professional consulting firms as noted below: Consultant Address Community Counselling Services Co., Llc (CCS) 155 North Wacker, Suite 1790, Chicago, Illinois 60606 Ter Molen Watkins & Brandt Llc. 2 North Riverside Plaza, Suite 1030, Chicago, Illinois 60606 A committee was developed to review and evaluate the proposals consisting of the following members: Martin Lyons/Administrative Services, Joe McRae/PRCS, Karen Danczak Lyons/Library, Bob Dorneker/PRCS, Wynn Shawver/Library, Stefanie Levine/Public Works and Melissa Parker/PRCS. Each committee member individually reviewed the proposals based on: 1. Qualifications and Expertise 2. Price 3. Organization and Completeness of Proposal 4. Willingness to Execute City Agreement 5. M/W/EBE Participation Following proposal review, the committee met to discuss the submissions and agreed to interview both candidate firms. After the interviews, the committee met again to discuss and score the consultants and determine which firm to recommend for award. A scoring breakdown of the two firms follows: Consultant Qualifications & Expertise (30) Price (30) Proposal Organization (15) Willingness to Execute Agreement (15) Proposed M/W/EBE (10) Total (100) CCS 30 27 15 15 0 87 Ter Molen 26 23 14 15 3 81 The City’s RFP indicated that the selected consultant would immediately begin a comprehensive fundraising campaign for the project. However, both consultant responses strongly recommended that the City first perform a feasibility study to better determine the donor pool, cultivate potential community leaders and prepare the City for the campaign. Both consultant teams indicated that the feasibility study was vital to the campaign’s success, particularly due to the City’s current lack of established donor 104 of 106 base. After extensive deliberation, the review committee agrees that this strategy is critical to the project’s success and will afford the City an opportunity to gauge community feedback, enhance the donor pool and strategically define the renovation or reconstruction scope in advance of the actual campaign. A breakdown of both consultant firm fees follows: Consultant Miscellaneous Cost Feasibility Study Capital Campaign Cost per interview during Feasibility Study CCS $6,500 $75,000 $396,000 $1,000 Ter Molen At cost $60,000 $225,000 $1,714 At first glance, costs for CCS appear significantly higher than Ter Molen. However, in actuality CCS’s proposal offers substantially more in services than the Ter Molen proposal which the committee feels are vital to project execution. During the feasibility study, Ter Molen’s proposal offers 35 interviews with individual potential donors. By comparison, CCS’s proposal includes between 50 and 75 similar interviews. The additional interviews provided by CCS will cast a substantially wider net within the donor community, an imperative step considering the limited base the City has currently established. During the capital campaign, Ter Molen’s proposal includes coordination and marketing of the campaign but only in an off-site, supportive role. CCS’s proposal however, includes full time and on-site campaign management. In the review committee’s opinion, full time and hands on capital campaign support is critical to success due to the City’s limited resources and expertise in this area. Following consultant evaluation, the committee recommends CCS for award based on the scoring results, their team’s significant experience and success with similar projects, their demonstrated understanding of this project, their proposed project approach and their references. CCS’s references have been reviewed with favorable results. One of their local clients, Rotary International (RI) has an extensive background working with CCS and having favorable results. Staff found that RI has engaged the services of CCS in an ongoing consultative manner on multiple occasions, most notably for their global Polio Plus Campaign launched in 1985. Since that time, Rotary has contributed more than $1.3 billion to immunize more than 2.5 billion children in 122 countries. Based on their experiences with CCS, and their local knowledge of the City of Evanston, professional staff at RI highly recommend CCS for this project specifically noting their responsiveness, adaptability and the vast resources that they command. RI indicates a high level of respect for their professionalism and ability to customize their efforts in response to the specific needs of any given campaign. CCS has worked with a wide variety of organizations with varying levels of resources and existing fundraising capabilities, ranging from community based entities such as local churches to large international organizations with more complex agendas such as RI. Based on this recommendation we are confident CCS is well positioned to partner 105 of 106 with the City of Evanston to explore the current opportunity of a fundraising campaign for Robert Crown in order to recommend and facilitate the best practices that will result in a successful campaign. CCS has requested a waiver of the City’s M/W/EBE goal (see attached M/W/EBE memo for additional information). As a result of the need to perform a feasibility study, the work will be conducted in two distinct phases. Phase 1 (Feasibility Study) will include strategic discussions with community members to assess capacity, development of a project timeline and preparation for the campaign effort. Phase 2 will include the actual donation campaign itself. A breakdown of proposed funding for this project is as follows: Item Amount CIP Funding $873,000.00 Expenses / encumbrances to date $0 Recommended Award -$477,500.00 Remaining Balance $395,500.00 Pending City Council approval, the proposed schedule for this project is to complete the feasibility study by the end of October 2015 and to conduct the capital campaign between October 2015 and October 2016. Architectural design work for the project, beginning with an RFP for consulting services, will likely be initiated during the capital campaign phase. Project construction would be anticipated to occur in 2017. ------------------------------------------------------------------------------------- Attachments: MWEBE Memo Crown renderings 106 of 106