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Santa Ana Zoo Management Assessment & Options Proposal September 26, 2011 <br />Schultz & Williams Page 5 <br />STAFFING <br />Rick Biddle, Vice President <br />I will manage this project and be involved in all key meetings and discussions. Gregg Hudson will work <br />with me throughout this study and be involved in the leadership interviews. Although I support a wide <br />range of clients and have a high level of experience in finance, strategic planning, operations and <br />fundraising, my particular area of expertise is in the operations of zoos and museums. <br />Under my leadership and guidance, S&W recently completed strategic business plans for the Little Rock <br />Zoo, Point Defiance Zoo & Aquarium and the Riverbanks Zoo (Columbia SC) and is currently completing <br />business/governance plans for the Columbus Zoo, Hogle Zoo (Salt Lake City, UT) and the Mesker Park <br />Zoo (Evansville, ID). My hands-on experience working for zoos, allows me to understand and appreciate <br />the challenges of managing a cultural organization from "the other side of the desk." Prior to joining <br />Schultz & Williams in 1992, 1 served for 11 years as Chief Operating Officer of the Zoological Society of <br />Philadelphia, America's oldest zoo. <br />Gregg Hudson, Senior Advisor <br />Gregg Hudson has over 30 years of experience in the hospitality industry and over 20 years' experience <br />leading some of the top zoological institutions in the country. Gregg has been CEO of the Fort Worth <br />Zoo and Cincinnati Zoo & Botanical Garden. He is currently the CEO of the Dallas Zoo & Children's <br />Aquarium at Fair Park. Gregg brings to the table a strong background in Marketing and Operations and <br />has developed a keen understanding of governmental relationships along with managing their support <br />to zoological institutions. Gregg just recently managed the Dallas Zoo through the privatization process <br />(2009) and just completed and successfully opened the $32M Giants of the Savanna exhibit. <br />FEES AND REIMBURSABLE EXPENSES <br />Our fee to complete the management assessment and options study is $29,875, including three site <br />meetings as outlined above and producing the draft and final written report. Our fee does not include <br />the reimbursement of reasonable travel expenses. Our fee is based on our best estimate of the time <br />required to complete the scope of services outlined above. Any changes in the scope of services may <br />affect our professional fee. <br />We estimate that, based on current airfare costs from Philadelphia or Dallas to Orange County, a per trip <br />cost of $1,100 for out-of-pocket reimbursable travel expenses including coach airfare, hotel, car, parking <br />and per diem expenses. With the projected three planning meetings, representing four person trips as <br />Gregg and I will both be attendance for Meeting #1, (2 days/2 nights on average), total reimbursable <br />travel expenses are estimated at $4,400. <br />After reviewing the planning approach outline within this proposal, should you have comments or <br />questions, please feel free to contact me. I can be reached via my cell (609-332-3309), the office (215- <br />625-9955, ext. 109) or via e-mail at rbiddle@schultzwilliams.com <br />