Professional Documents
Culture Documents
CASTO NPR RFP-2017-Final Public PDF
CASTO NPR RFP-2017-Final Public PDF
”
space, local and regional retail (see Exhibit B)
and ample parking. Everything is designed to where my grandchildren will
raise THEIR children.
integrate into the existing fabric of the commu-
nity, adding vibrancy, economic development
opportunities, entertainment, and a place for all
Lakewood residents.
The project will not just be financially sustainable, with the resources of CASTO and Pace Financial involved, it will be
environmentally sustainable. Features include cutting edge stormwater management, and an ongoing exploration into
the use of on-site solar power. Beautiful public spaces will provide a safe and vibrant backdrop for community gather-
ings and celebrations, as well as everyday users.
All of this will be executed by a team which has the experience and resources to make it happen.
We believe we possess a unique combination: CASTO, an Ohio-based developer of complex, successful urban proj-
ects around the country … North Pointe Realty’s office building expertise gained in the development of more than
40 projects throughout Northeast Ohio, as well as its long-standing local relationships with the Lakewood business
community … Dimit Architects’ local presence and stellar design skill-set … Whiting-Turner’s national scale and current
Lakewood experience … cutting-edge landscape design and stormwater management design by the EDGE group … the
historic preservation acumen of Sandvick Architects.
Together, our firms have more than 300 years of experience in our respective fields. We are ready to bring the vision
and execution necessary to make this rare opportunity … in this rare community … a reality for generations to come.
We thank the City of Lakewood, the Advisory Committee, and the residents of Lakewood for the valued
opportunity to present this Proposal to you.
Best regards,
Executive Summary 1
Team 2
Conceptual Design 3
Sustainability 37
Exhibit A: Proforma 42
Exhibit C: Schedule 50
Exhibit D: Resumes 52
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXECUTIVE SUMMARY
Executive Summary:
The CASTO-North Pointe Realty development team is pleased to present our concept plan set forth below
and enclosed with this submittal. Our plan responds to the development objectives outlined in the RFP, the
Lakewood market analysis and initial feedback from focus group meetings with the Downtown Lakewood
Business Alliance and neighboring residents, and features the following attributes:
• A
transformative mixed use project featuring office, retail and residential uses which aim to enhance the
vitality of Downtown Lakewood in a variety of spaces from character rich historic rehabilitation to brand
new class A office space.
• R
esidential offerings to meet the demands of all market segments; from brownstone style residential
buildings to 3-4 story garden buildings and upscale midrise residential units.
• An appropriate concentration of densities and uses in areas that are compatible with the existing
community fabric.
• A
newly created and activated public space that is visible and accessible from Detroit Avenue. The
development team recognizes the significance of the opportunity to create a unique environment that
will not only enhance the public experience in downtown Lakewood, but tie into the system of public
spaces throughout the community.
• A
three level parking garage lined with residential buildings on Belle and Marlowe Avenues, contributing
to the flow and aesthetic of the streetscape, while providing the necessary parking for both the project
and community.
• An ability to attract, capture, retain and grow existing and/or new businesses to Lakewood,
providing significant economic growth for the City.
• The
opportunity to incorporate sustainable development practices such as integrated stormwater
management, and the exploration of a solar facility which could potentially create a renewable energy
facility generating approximately 300,000kWh per year, equating to the greenhouse gas emissions of
approximately 50 passenger vehicles over the course of a year, or the CO2 emissions from an entire
railcar of burned coal.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT TEAM
DEVELOPMENT TEAM
* John Carr
* Scott Dimit * Tedd Hardesty
* Tim Offtermatt
Phil Kerber
*
* Eric Betz
KEY
* Project Manager
* Key Contact
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN
Our vision for the Downtown Lakewood Development is a thriving new development of high design quality that meets
the needs of the community, enhances current assets, and better positions Lakewood for the future.
The Downtown Lakewood Development will strike a balance between a dynamic mix of uses: residential, Class A office,
retail, entertainment, and thoughtfully planned parking. In keeping with the Lakewood Community Vision, the devel-
opment will be sensitive to current neighborhoods and build community connections through engaging public spaces,
multi-modal connections, interpretive art, landscaping and eco-conscious features.
There has been little-to-no brand new office development in Lakewood in many years, and now … the time has come.
Office users contribute to the vitality of any project, but this use will do even more: it will provide economic benefit to
the city, provide a welcome place to Lakewood business owners who are currently leasing space in other communities
but want to be in Lakewood, and will drive the use and support of the residential and retail aspects of the project. To
date, our team has held productive discussions with one potential 50,000 square foot office user, and will continue to
do so with other prospective tenants. Additionally, we believe that many physicians and other medical-related tenants
who were previously in Lakewood will want to return and will be in search of medical office space. Our mixed-use
office tower will accommodate users of different sizes and uses, and is designed to integrate seamlessly into the fabric
of the overall project.
The Lawn is a 7,200-square foot multi-purpose space designed for daily active or passive recreation by residents,
office workers, and the public. The space will be large enough to throw a ball or hold an outdoor wellness class. The
Lawn will be available for community programming and local partners are being explored. This space can also be used
for larger events (900-1,200 people) with The Plaza at the north end utilized as a stage.
The Lawn will terminate at the south end with The Grove. This space will be elevated three-feet above The Lawn and
provide an intimate, shaded space in contrast to the open lawn. A recirculating water feature will add to the quiet and
reflective qualities of this space. This space will be best utilized by individuals and small groups.
While the three distinct spaces have been designed with varied uses in mind, they will be linked aesthetically with
durable materials that complement the adjacent architecture of the project and the community. These open spaces
will be tied together with an innovative stormwater management approach. Significant stormwater from the site and
building roof drains will be directed to a rain garden in The Grove. This water will be conveyed through a stormwater
rill along the west edge of The Lawn and terminate at a large rain garden feature at Detroit Avenue. This approach to
stormwater management provides an educational opportunity while also demonstrating a commitment to health and
the environment. The rain garden is also envisioned as an ideal space for recognition and interpretation of Lakewood
Hospital’s longstanding role in the history of the community.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT DESIGN NARRATIVE
Architecture
Preserving the historic character of the neighborhood, the
memory of the old hospital, and the Curtis Block building
are key starting points in creating a new district with archi-
tecture that is native to Lakewood and that its citizens can
embrace.
As one moves south into the interior of the development, two buildings flank The Lawn public green space. A twelve-sto-
ry mixed use tower sits on the western edge. The tower is comprised of an active retail ground floor, three floors of
Class A office and eight stories of modern apartments with stunning views of the surrounding area and Lake Erie.
Connectivity to The Lawn and The Plaza will encourage spill-over activity, and pedestrian pathways will draw activity
to the interior storefronts and entertainment space. On the eastern edge, a four-level apartment building maintains
the residential scale of Marlowe Avenue and provides balance to the space. Ourdoor patios and decks will serve as the
apartments’ front porches, connecting them to the street
and neighborhood and integrating the new buildings with
Lakewood’s character and culture.
A vehicular drive will break down the scale of the project block size, as well as facilitate servicing and better manage
traffic and pedestrian flow. A three-level 441 car parking garage will serve the needs of the site. Parking will be distrib-
uted with use types, and off-hour parking share scenarios will be explored. The garage will be lined with townhouse
units on three faces that keep with the character and scale of the housing on adjacent Belle and Marlowe Avenues while
integrating with the new townhouses to the south. The North façade of the garage has a cascading green wall which
complements The Grove, the tree-shaded space located just across the access drive.
The southern portion of the site will feature four townhome buildings arranged around a central clubhouse. The south-
ern block will have more low-scale neighborhood character that will seamlessly transition to the current residential
fabric. Like all of the residential offerings on the site, the new townhomes will feature modern design features and ame-
nities including open floor plans, large windows, premium interior finishes, low maintenance exterior finishes and energy
efficient green design.
Our design seeks to balance the many varied goals of the development in a sensitive and harmonic manner. It provides
the density, parking and amenities necessary to support the economics of the project, while also delivering marquee
public spaces and respecting the character and scale of the surrounding neighborhood. We believe we have developed
a design that will be truly transformative but also seamlessly integrated into the existing fabric of the community, cre-
ating a new downtown center to be enjoyed by all Lakewoodites.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Overall Site Plan
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Color Overall Site Plan - Ground Floor
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Color Overall Site Plan - Second Floor
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: District Aerial
The following architectural plans and designs are preliminary in nature. Should our team be selected, we will undertake a thorough review of every aspect of
the design in order to produce the most significant and appealing development.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Intersection of Belle and Detroit Looking at Plaza
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: From Building C Garage Looking North to Public Green
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Belle Looking at Building C & Tower
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Belle Looking at Rental Town Houses
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Marlowe looking at Building A
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: New Street Looking at Rental Townhouses and Liner Units
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Inside Building A Looking onto Belle and Detroit Intersection
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT PERSEPECTIVES: Inside Building B Looking North Past Decks
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building A
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building A
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building A
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building A
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building B
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building B
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building B
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building B
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building B
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building C
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building C
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building C
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building D
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building F
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building F
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Building F
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: New Retail Pavilion
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT INSPIRATIONAL PUBLIC SPACE IMAGES
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT CONCEPTUAL DESIGN: Public Space
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CONCEPTUAL DESIGN: Public Art
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT
Inspirational Images
We will engage with local Lakewood artists in bringing exciting, relevant art to the project. The art will be
vibrant, engaging and interactive, providing delight on a daily basis. Our consultant, Steve Manka, will work
with community arts focus groups to find the most innovative ideas, and we are committed to bringing
those ideas to life.
Suspended benches will provide a unique and innovative way for community members to interact with the project
and with each other. They evoke a sense of motion and playfulness, while providing a natural place for members of
the ENTIRE Lakewood community to gather. Just as the Solstice Steps bring people together in a common space,
so will the suspended benches. They will be especially important to two groups: senior members of the commu-
nity who will walk to the project and can spend the day outside in the sun rather than in their apartments, and
children and families, who will enjoy this feature which evokes a playground feel.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT SUSTAINABILITY
We are committed to incorporating sustainable development practices in the proposed project. The pro-
posed density of the development makes efficient use of the available land, which is itself a scarce re-
source in Lakewood, while still respecting the scale and character of the neighborhood and preserving a
sizable open space. The location offers excellent walkability and is well served by public transportation,
providing easy access to a full range of services and amenities and limiting the need for automobiles. We
also intend to incorporate ample bicycle racks for the public space and bicycle storage options for the
project’s residents and employees, further reducing automobile travel. Further, with the mix of uses on site,
we fully expect some people to both live and work within the development itself, providing opportunities
for an automobile-free lifestyle.
The public open space will provide many opportunities for recreation and exercise, which we intend to
augment with health and wellness programming options, promoting healthy living and honoring the site’s
legacy. Sustainable native plants will be selected for the landscaping, reducing water requirements and
avoiding invasive plant species, irrigating with reused water as much as possible. The site’s integrated
stormwater management system is a central feature of the public space. In addition to its functional ben-
efits of controlling runoff and lessening the burden on storm sewers, the proposed rill and rain garden will
also place our efforts to manage the site’s stormwater front and center in the public eye, creating aware-
ness and opportunities for education on the importance of sustainable practices. Our team is also explor-
ing the incorporation of a solar facility on the site, which could generate approximately 300,000 kWh of
renewable energy each year, equating to the greenhouse gas emissions of approximately 50 passenger
vehicles over the course of a year, or the CO2 emissions from an entire railcar of burned coal.
37
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT SUSTAINABILITY
The buildings themselves will also feature sustainable materials and features. High-efficiency lighting fix-
tures and controls will be used throughout the exterior and interior, with water-conserving fixtures and
Energy-Star rated appliances in all apartments. Heating and cooling systems will also be appropriately
sized, and plumbing efficiently designed to minimize hot water waste and loss. Low and No VOC paints
will be used throughout all spaces. We are committed to sourcing as many products as possible from re-
gional manufacturers and suppliers, and to a construction waste management program that emphasizes
recycling, salvage and diversion strategies to minimize waste directed to landfills.
We recognize that management practices are also key to maintaining sustainable practices during opera-
tions. We will carefully monitor and manage energy use, and will continuously maintain and evaluate build-
ing systems to insure efficient operation. On-site recycling options will also be available to all residents.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT C: Schedule
Lakewood Mixed-Use Preliminary Schedule Lakewood Mixed Use Summary Layout 06-26-17 15:05
Activity ID Activity Name OD Start Finish 2017 2018 2019 2021 2020
M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J
Lakewood Mixed-Use Preliminary Schedule 876 05-08-17 A 11-16-20
A1060 Develop & Submit RFPs 40 05-09-17 A 06-30-17 Develop & Submit RFPs
A1100 Schedule & Conduct Round 2 Interview Sessions A & B with Panel 18 07-05-17 07-28-17 Schedule & Conduct Round 2 Interview Sessions A & B with Panel
A1110 Recommendation from the Panel to the City 2 07-31-17 08-01-17 Recommendation from the Panel to the City
A1070 City & Developer Due Diligence Period/Make Recommendation to 30 08-02-17 09-13-17 City & Developer Due Diligence Period/Make Recommendation to Lakewood City Council
Lakewood City Council
A1120 Lakewood City Council Accepts Recommendation 10 09-14-17 09-27-17 Lakewood City Council Accepts Recommendation
A1080 Award Lakewood Mixed Use Project 1 09-28-17 09-28-17 Award Lakewood Mixed Use Project
A1090 Execute Contract for Lakewood Mixed Use Project 10 09-29-17 10-12-17 Execute Contract for Lakewood Mixed Use Project
Project Design Activities 348 09-29-17 02-15-19
Schematic Design Activities 110 09-29-17 03-07-18
A1000 Schematic Design Period 88 09-29-17 02-05-18 Schematic Design Period
A1130 Zoning/Initial Design Approvals/Meetings with City Of Lakewood 66 12-04-17 03-07-18 Zoning/Initial Design Approvals/Meetings with City Of Lakewood
Design Development Ac tivities 132 02-06-18 08-10-18
A1010 Design Development Period 132 02-06-18 08-10-18 Design Development Period
Construction Documents Activ itie s 172 06-11-18 02-15-19
A1020 50% Construction Documents (Release Building C Foundations & 44 06-11-18 08-10-18 50% Construction Documents (Release Building C Foundations & Structure for Bid)
Structure for Bid)
A1140 Building C Foundations/Underground Permit Review 30 08-13-18 09-24-18 Building C Foundations/Underground Permit Review
A1030 75% Construction Documents (Release Building B Foundations & 44 08-13-18 10-12-18 75% Construction Documents (Release Building B Foundations & Structure for Bid)
Structure for Bid)
A1150 Building B Foundations/Underground Permit Review 30 10-15-18 11-27-18 Building B Foundations/Underground Permit Review
A1040 100% Construction Documents 44 10-15-18 12-17-18 100% Construction Documents
A1160 Site A Building P ermit Review Period 40 12-18-18 02-15-19 Site A Building P ermit Review Period
Bidding Activities 148 08-13-18 03-15-19
Sitework/Site Utilities 104 10-15-18 03-15-19
Site A 148 08-13-18 03-15-19
Building C 80 08-13-18 12-05-18
Building B 60 10-15-18 01-14-19
Building A 60 12-18-18 03-15-19
Building D & Retail Pavilion 60 12-18-18 03-15-19
Site B 20 02-18-19 03-15-19
Building E/F/G/H 20 02-18-19 03-15-19
Subcontract Award Activities 158 09-11-18 04-26-19
Sitework/Site Utilities 99 11-12-18 04-05-19
Site A 143 09-11-18 04-05-19
Building C 75 09-11-18 12-28-18
Building B 55 11-12-18 02-04-19
Building A 44 02-05-19 04-05-19
Building D & Retail Pavilion 55 01-21-19 04-05-19
Site B 15 04-08-19 04-26-19
Building E/F/G/H 15 04-08-19 04-26-19
Submittal Activities 188 10-02-18 07-01-19
Subcontractor Submittal Activ itie s 173 10-02-18 06-10-19
Sitework/Site Utilities 94 12-05-18 04-19-19
Site A 158 10-02-18 05-17-19
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT C: Schedule
Lakewood Mixed-Use Preliminary Schedule Lakewood Mixed Use Summary Layout 06-26-17 15:06
Activity ID Activity Name OD Start Finish 2017 2018 2019 2020 2021
M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J A S O N D J F M A M J J
Site B 30 04-29-19 06-10-19
WT Review Submittal Activities 148 11-13-18 06-17-19
Sitework/Site Utilities 99 12-19-18 05-10-19
Site A 133 11-13-18 05-24-19
Site B 20 05-20-19 06-17-19
A/E Review Submittal Activities 153 11-20-18 07-01-19
Sitework/Site Utilities 104 12-28-18 05-24-19
Site A 138 11-20-18 06-10-19
Site B 25 05-28-19 07-01-19
Material Procurement 173 12-06-18 08-13-19
Sitework/Site Utilities 134 01-15-19 07-23-19
Site A 168 12-06-18 08-06-19
Site B 45 06-11-19 08-13-19
Construction Activities 514 11-06-18 11-16-20
Site A 460 11-06-18 08-31-20
Mixed Use Building C 283 11-06-18 12-20-19
Sitework/Foundation/Slab on Grade Activities 155 11-06-18 06-19-19
Structural Activities 55 03-20-19 06-05-19
Building Enclosure Activities 100 05-22-19 10-11-19
Interiors 153 05-15-19 12-20-19
Mixed Use Building B 376 03-12-19 08-31-20
Sitework/Foundation/Slab on Grade Activities 25 03-12-19 04-15-19
Structural Activities 163 04-16-19 12-05-19
Building Enclosure Activities 173 06-19-19 02-24-20
Interiors 232 10-03-19 08-31-20
Mixed Use Building A 212 07-01-19 04-29-20
Sitework/Foundation/Slab on Grade Activities 25 07-01-19 08-05-19
Structural Activities 72 08-06-19 11-14-19
Building Enclosure Activities 90 09-26-19 02-04-20
Building Interiors 95 12-17-19 04-29-20
Mixed Use Building D & Retail Pavilion 130 05-15-19 11-15-19
Site B 220 01-09-20 11-16-20
Townhome Building J 80 01-09-20 04-29-20
Townhome Building I 80 02-27-20 06-18-20
Townhome Building E 80 04-16-20 08-07-20
Townhome Building G 80 06-05-20 09-28-20
Townhome Building F 80 07-27-20 11-16-20
Summary Page 2 of 2
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Kolby C. Turnock
6727 Elmers Ct
Worthington, Ohio 43085
Home: (614) 827-5407
Responsibilities:
Conduct initial feasibility studies and due diligence on site/building purchases including
the development of budgets and timelines and analyze all risks including all potential
cost, environmental, entitlement, and architectural/engineering issues.
Manage the design process and work closely with the owner’s representative on the
project to proactively identify opportunities to complete the project in a more efficient
and cost effective manner.
Coordinate outside consultants including architects, engineers, and designers to
implement our concepts and complete designs in a timely manner. Oversee the
preparation of all conceptual and construction drawings for project architectural product
through staff and public hearings.
Lead the zoning and entitlement process to obtain all necessary governmental approvals
and permits.
Develop and update project board packages that include the overall business strategy for
the development as well as the overall project budget and schedule.
Coordinate closely with property management, marketing and design teams on the
development of the project marketing plan and budget and the implementation of the
marketing plan.
Manage the project budget throughout the construction process and provide monthly
updates based on change orders and projected and recommended project upgrades.
Provide written monthly updates of project budget, schedule and lease-up and occupancy
throughout the project.
Assure strict adherence in the implementation of development plans (schedules, budgets,
cost effectiveness, contractor performance, etc.).
Insure that design integrity and quality are maintained during construction.
Negotiate purchase agreements, construction contracts, and consultant agreements.
Establish and maintain relationships with appropriate city and municipal leaders.
Negotiate city incentive packages and secure other governmental grants and incentives
(Historic Tax Credits, TIF, environmental grants etc.)
Manage Casto Communities Construction Ltd (CCCL) personnel consisting of a
Development Analyst, Senior Project Manager and Project Manager. Review and
circulate all monthly project reporting to ownership group.
Experience:
o The Julian: $20M adaptive reuse of 1920’s shoe factory in Downtown
Columbus, OH – Historic tax Credit Project
o The Barrett: $18M adaptive use & infill of 1898 South High School in German
Village area of Columbus – Historic Tax Credit Project
o The Baldwin: $41M Historic Tax Credit adaptive reuse of Baldwin Piano Co.
factory bldg. to apartments in Cincinnati, OH - Historic Tax Credit Project
o Tuller Flats: $50M, 420 unit in Dublin Ohio.
o Albany Glen PH I & II : $47M, 532 unit project on Morse Rd in NE Columbus
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Responsibilities:
Management of development team and consultants including but not limited to;
architectural and engineering services, legal counsel, real estate brokers, planning and
marketing firms.
Coordinated and managed due diligence, site acquisition, zoning, permitting,
entitlements, and incentives.
Created and tracked predevelopment budgets for projects up to $30 Million in size.
Assisted in preparation of profomas on potential development sites, acquisitions and
redevelopments.
Met regularly with potential joint venture partners, real estate agents and property owners
to discuss potential development deals and help analyze such proposals to determine
viability.
Negotiated lease/purchase contracts with residential buyers and office/retail tenants,
working with both from inception to closing of the deal.
Actively involved with the selection of digital sign company and contract for over $2
million for equipment and control systems. Worked with legal to secure financing
necessary for purchase and installation of signs.
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
SCOTT M. SIMON
5915 Landerbrook Drive #350
Mayfield Heights, OH 44124
(440) 646-1222 - ssimon@npointe.com
PROFESSIONAL EXPERIENCE
North Pointe Realty, Inc. President, 2000 – Present
North Pointe Realty, Inc. is a privately-owned commercial real estate development company that has, over 40 years,
developed commercial properties throughout Northeast Ohio. Notable developments include The Mt. Sinai Medical
Building (now Cleveland Clinic Beachwood), Eton Collection Shopping Center, and the Developers Diversified Realty
Headquarters.
• Own and/or manage/administer over 100 commercial office, medical office, and “flex” buildings in Northeast Ohio.
• Exclusive real estate representative for major third-party clients.
• Exclusive development consultant for $35 million Health and Wellness Center in Stow, Ohio for Akron General
Medical Center.
• Oversee full complement of in-house property management, leasing, legal, accounting, and construction
management services.
Jewish Community Federation of Cleveland Multiple Positions, 1993 – 2000
EDUCATION
2003 Harvard Graduate School of Design Cambridge, MA
Executive Education in Real Estate
2001 Cleveland State University Cleveland, OH
Certificate in Real Estate Development and Finance
1998 Case Western Reserve University Cleveland, OH
M.N.O. (Masters of Nonprofit Organizations)
1992 Skidmore College Saratoga Springs, NY
B.A. in English Literature
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
CIVIC INVOLVEMENT
Shoes and Clothes for Kids Chair, Board of Trustees
Life Trustee
Founder, Associate Board
Strategic Planning Chair
Mt. Sinai Healthcare Foundation Board of Trustees
Agnon School Past Vice President
Development Chair
Governance Committee Chair
Bellefaire Board of Trustees
Development Committee Chair
Cleveland Bridge Builders Board of Trustees
Jewish Community Federation Chair, Mandel Symposium
Board of Trustees
Member, National Young Leadership Cabinet
Past Chair, Young Leadership
Past Co-Chair, Builders & Real Estate Division
Past Chair, Growing and Strengthening Jewish Cleveland
Montefiore Housing Corporation Board of Trustees, 2004-2007
Robert and Susan R. Hurwitz Foundation Trustee
Siegal College Board of Trustees, 2005 – Present
Gala Fundraising Chair, 2006
AWARDS
Jewish Community Federation, Young Leader of the Year Award
Crains’ Cleveland Business, “40 Under 40”
Shoes and Clothes for Kids, Morrie Sayre Founders Award
Agnon School, “Volunteer of the Year” Award
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
MICHAEL J. PETERMAN
10 Murwood Drive
Moreland Hills, Ohio 44022
EDUCATION:
MILITARY:
OCCUPATION:
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Council Gardens
Emeritus Trustee
Former Vice Chairman of the Board
Former Chairman, Building and Grounds Committee
Recipient, 1987 Marvin and Milton Kane Memorial Award for Young Leadership
from the Jewish Community Federation of Cleveland
Recipient, 1996 First Folio Award from Great Lakes Theater Festival
Recipient, 1997 First Folio Award from Great Lakes Theater Festival
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LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
John Carr
Managing Director, Pace Financial Group
614.744.3283 | john.carr@pacefg.com
John is a graduate of The Ohio State University and is active with the MBA.
48
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
49
tenure as Co-Budget Manager, Offtermatt started his investment banking career in 1987. Surrounding a hiatus
from investment banking serving as Chief Financial Officer for the 501(c)3 established to develop the $450
million downtown professional sports complex in Cleveland, the Gateway Economic Development Corporation
of LAKEWOOD DOWNTOWN
Greater Cleveland (he was BoardMIXED-USE DEVELOPMENT
Chair of this 501(c)3 for five years through December EXHIBIT D: Resumes
31, 2016), he has
successfully completed transactions as either senior managing underwriter or financial advisor for many major
city, county, school district, and agency clients across the country related to public infrastructure, civic projects,
and economic development.
Mr. Offtermatt developed and implemented the financing plans on major civic projects in Cleveland, Ohio (all
three major professional sports facilities, the new $465 million convention center and $275 million convention
As outlined
headquarters in the
hotel, andSEC’s Municipal
the current $140 Advisor Rule, Stifel,ofNicolaus
million renovation Quicken & Company,
Loans Arena);Incorporated
Cincinnati, Ohio(“Stifel”)
(City’s
has provided
general Financialadvice
Advisor contained
as well asherein in response
specific advisor to tothe
a request for proposals
City-County Conventionor request for Authority
Facilities qualifications
related
(the “RFP”)
to convention by afinancing
center municipal andissuer or obligated
numerous personfinance
tax increment with respect to Columbus,
projects); a specific Ohio
issue (downtown
of municipal AAA
securities. League
International Stifel has not acted,
baseball parkand
andwill
2007not act, as your
convention municipal
center advisor
expansion); with respect
Atlanta, Georgia to (served
the issuance of of
the City
any municipal securities by you that is the subject to the RFP.
Atlanta as underwriter and special advisor related the negotiation of business transactions regarding the
downtown arena project); Albuquerque, New Mexico (member of three-person team – with Chief
Stifel is providing
Administrative Officer information
and Directorand isofdeclaring
Council toServices
the proposed
– thatmunicipal
negotiatedissuer
theand any obligated
business person
and construction
that it has done
arrangements with sothewithin the regulatory
ownership framework
of the Isotopes AAAofPacific
MSRBCoastRule League
G-23 asfranchise
an underwriter (by definition
and served to structure
also including the role of placement agent) and not as a financial advisor,
financing arrangements involving the City and the state); San Diego, California (City financing as defined therein, withadvisor
respectand
to the referenced proposed issuance of municipal securities. The primary role
negotiating team member on Padres baseball stadium and downtown development projects); St. Louis County, of Stifel, as an underwriter,
is to purchase
Missouri (new Buschsecurities for resale
Stadium hometoofinvestors
the St. in an arm’s-
Louis lengthBroward
Cardinals); commercial transaction.
County, FloridaServing in the
(operating lease
role of underwriter, Stifel has financial and other interests that differ from
renegotiation for the County-owned multi-purpose arena home of the NHL Florida Panthers); Sacramento, those of an issuer. Issuers
should consult
California (downtownwithAAA their Pacific
own financial and/or municipal,
Coast League legal, accounting,
baseball facility); West ValleytaxCity,and Utah
other(underwriter
advisors, as for
applicable,
Olympic arenatoproject);
the extent it deems
Toledo, appropriate.
Ohio (downtown AAA International League ballpark; multi-purpose arena,
convention center); and the Greater Kelly Development Authority (closing U.S.A.F. base redevelopment
Materials
finance) among utilized in the
other civic preparation
projects featuringof sports
this proposal
facilities,have been prepared
economic development,by Stifel for the client
or convention centers.or
potential client to whom such materials are directly addressed and delivered for discussion purposes
Also included
only. is significant
All terms municipal
and conditions infrastructure
are subject to furthertransaction
discussion experience with water
and negotiation. and
Stifel sewer
does not financings,
express
airports, and private
any view third-party
as to whether relatedoptions
financing financings such as
presented in lease
theseand land development
materials are achievable financing
or willarrangements.
be available
at the time of any contemplated transaction. These materials do not constitute an offer or solicitation to
Specific financing experience includes general obligation, revenue bond (utility, airport, other dedicated
sell or purchase any securities and are not a commitment by Stifel to provide or arrange any financing for
revenue), corporate bonds, public issues, private placements, 144A distributions, all types of credit
any transaction or to purchase any security in connection therewith and may not relied upon as an
enhancement (bank letter of credit, corporate and public guarantees, municipal bond insurance), long-term and
indication that such an offer will be provided in the future. Where indicated, this presentation may
short-term, fixed and variable rate bonds, taxable and tax-exempt bonds, special tax financings, lease backed
contain information derived from sources other than Stifel. While we believe such information to be
financings, off-balance sheet financings, real estate based financings, and tax-increment financings.
accurate and complete, Stifel does not guarantee the accuracy of this information. This material is based
Mr.onOfftermatt
information is currently
a registered available
FINRAto Series
Stifel or
7, its
50,sources
52, 53,and andis 63
subject to change without
representative. He is a notice.
member Stifel
of the
does not Finance
Government provide Officers
accounting, tax or legal
Association, advice; of
the Council however, you should
Development Finance be Agencies
aware that andany proposed
speaks at many
indicativeregarding
conferences transaction thecould have accounting,
financings tax, legal
of civic projects. Heorisother implications
a graduate that should
of Bowling GreenbeStatediscussed with in
University
Ohioyour advisors
(BSBA) andand /or counsel
Cleveland StateasUniversity
you deem (MA appropriate.
in Economics).
50
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Background:
Managing Principal Scott Miles Dimit co-founded Dimit Architects in the fall of 2004 with his wife, Analia Nanni
Dimit. Mr. Dimit was raised in Mahoning and Columbiana counties in Ohio, and took his architectural degree with
Magna Cum Laude honors from Virginia Polytechnic and State University in 1985. He launched his professional
career in Chicago in 1986, and in 1989 relocated to Paris, France to work as a senior designer in the taller of
noted Spanish architect, Ricardo Bofill. In 1996, Mr. Dimit was invited to join the Cleveland architectural firm of
GSI in 1995 as Design Principal, and he remained with GSI until the inception of Dimit Architects LLC in 2004.
Mr. Dimit has spent a substantial part of his career working on projects outside of the United States, including
experiences in France, Germany, Portugal, Beirut, Japan, China, Brazil, Argentina, Columbia, and Mexico, and
strongly feels that such experience is invaluable in terms of understanding architecture as an authentic expression
of any given culture’s history, values, and intents. As chief Design Principal, Scott manages the design of most of
the firm’s residential and restoration projects. Recent projects include East Bank of the Flats and One University
Circle.
Education:
Bachelor of Arts, Architecture June, 1985
Magna Cum Laude
Virginia Polytechnic Institute and State University
College of Architecture and Urban Studies
DIMITARCHITECTS
architecture + interiors + urban design
51
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Peter Ketter
1425 Marlowe Ave Lakewood, Ohio 44107 216.269.6546 peterjketter@gmail.com
Professional Experience
52
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Education
Graduate Certificate, Urban Real Estate Development & Finance, 2007 Cleveland State University
Master of Science, Historic Preservation, 2001 The University of Texas at Austin
Bachelor of Arts, Art History, 1998 The University of Texas at Austin
Service
Advisory Board, Ohio Statewide Historic Preservation Plan 2012 – Present
Board of Directors, Friends of the Historic Variety Theatre 2007 – Present
Pro Bono Professional Services & Technical Assistance, LakewoodAlive 2009 – 2010
Guest Lecturer, Historic Building Rehabilitation, Case Western Reserve University Fall 2007
Active Member of PreserveAustin, Local Advocacy Group 2003 – 2005
Steering Committee, Cherrywood Neighborhood Association 2003 – 2005
Guest Lecturer, Preservation Economics, The University of Texas at Austin Spring 2005
Recent Recognition
Special Recognition as Preservation Project Manager for Historic Mercantile Lofts,
Best Mixed Use Project Heritage Ohio, 2011
Special Recognition as Preservation Project Manager for Tremont Place Lofts,
Best Adaptive Use Project AIA Cleveland and Cleveland Restoration Society, 2010
Winner, Real Estate Finance Competition ULI-Cleveland and Cleveland State University, 2007
Winner, Real Estate Market Analysis Competition Cleveland State University, 2006
53
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
54
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
interior construction.
PROPERTIES Highland Hills, OH ll $15 M
LaPlace Shopping Center
• Very familiar with the Ohio Subcontractor PROGRESSIVE CASUALTY
Beachwood, OH ll $8M
market. INSURANCE, CO.
Progressive Building Concierge
Beachwood Place Mall
Livonia, MI ll $1M
Beachwood, OH ll $11.5M
Education
BANK OF AMERICA
R.E. JACOBS GROUP, INC. MBNA Office Building #3
Bachelor of Science, Technology Construction
Westgate Mall Beachwood, OH ll $31.2 M
Management, Bowling Green State University
Fairview Park, OH ll $31.5 M
IMG
KOHL’S DEPARTMENT Headquarters Phase
STORES Cleveland, OH ll $2.4 M
References Brimfield, OH Store
Brimfield, OH ll $2.2 M THE OHIO STATE UNIVERSITY
MR. JAMES HELLER
SciTech Honda R&D Lab
Consultant St. Mary’s Store Columbus, OH ll $1.5 M
JB Heller Consulting St. Mary’s, OH ll $2.6 M
216-469-1924
SciTech Micro MD Lab
Marion Store Columbus, OH ll $11.5 M
MS. SUE FRANKEL
Marion, IN ll $2.5 M
President
Science Village
Sue Frankel & Associates
Grove City Store Columbus, OH ll $1.3 M
216-390-1732
Grove City, OH ll $3.5 M
MR. JOE STEIN
Director of Construction VIASAT
General Growth Properties Cleveland Office
312-960-5584 Independence, OH ll $4.2 M
55
LAKEWOOD DOWNTOWN MIXED-USE DEVELOPMENT EXHIBIT D: Resumes
Tedd’s professional experience has included a variety of planning and design Education
projects. He has been involved with the planning and design of a large number
Bachelor of Science
of residential communities, office and retail centers, educational facilities,
in Landscape Architecture
and mixed-use developments. As a result of this diverse experience, he has
The Ohio State
developed a specialty of planning, visioning and design guidelines formulation
University, 1991
for new growth areas, urban redevelopment zones and campus environments.
Tedd is also a LEED Accredited Professional who brings his knowledge of Graduate Studies
sustainable site technologies to all of his project work.
The Ohio State University,
1992-1993
Representative Projects
Tongji University,
People’s Republic
• Whirlpool Plant Redevelopment Plan; Cleveland, Tennessee
of China, 1993
• Western Gateway Vision Plan; Davenport, Iowa
Registration
• West Franklinton Plan; Columbus, Ohio
Registered Landscape
• Riverview Neighborhood Redevelopment Plan; Kingsport, Tennessee
Architect Ohio, 1995
• Jeffry Wilson Revitalization Plan; Portsmouth, Virginia
LEED Accredited
• B.W. Cooper Redevelopment Master Plan; New Orleans, Louisiana Professional
• Lyman Terrace Neighborhood Redevelopment Plan; Holyoke, Massachusetts
Professional Associations
• Downtown Vermilion Revitalization Plan; Vermilion, Ohio
American Society of
• Nashville Long Term Recovery Plan; Nashville, Tennessee Landscape Architects
• Cleveland Metroparks Strategic Plan; Cleveland, Ohio
Boards and Commissions
• Michigan Court Neighborhood Revitalization Plan; Fort Myers, Florida
Rocky Fork- Blacklick
• Bristol Village Retirement Community; Waverly, Ohio Accord Implementation
• Delaware Campus Conceptual Master Plan, Columbus State Panel; City of Columbus
Community College; Delaware, Ohio 2001-2006
• Central State University Campus Master Plan; Wilberforce, Ohio City of Columbus
Downtown Commission
• The Ohio Union, The Ohio State University; Columbus, Ohio
2011-present
• The Ohio State University St. John Arena Block & Jesse Owens Plaza
Redevelopment Plan; Columbus, Ohio
56