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TRANSFORMATION OF THE KATOWICE CITY CENTRE

STAGE 1
REGENERATION of the AREA
MARKET SQUARE – ROUNABOUT.
SITE I-C
REQUEST FOR THE PRE-PROPOSALS
1 FOR THE REALISATION
OF THE PROJECT
Contents

Introduction ............................................................................................................................. 3
I. Strategic assumptions........................................................................................................... 5
II. Assumptions in the area of social regeneration................................................................ 7
III. Assumptions of economic regeneration ........................................................................... 9
IV. Urban planning and location assumptions .................................................................... 12
VI. Assumptions concerning duration of the project.......................................................... 16
VII. Legal and organisational assumptions ......................................................................... 16
VIII. Methodology for preparing the ‘Pre-proposals for the realisation of the project’ by
an investor .............................................................................................................................. 17
8.1. Identification and the experience of the investor .......................................................... 18
8.2. Proposals of the project’s realisation strategy............................................................... 19
8.3. Proposals considering social regeneration .................................................................... 19
8.4. Proposals considering economic regeneration .............................................................. 20
8.5. Proposal of the functional program .............................................................................. 22
8.6. Financial assumptions ................................................................................................... 22
8.7. Initial schedule of the project ....................................................................................... 23
8.5. Proposals concerning legal and organisational aspects................................................. 23
8.9. Value added of the ‘Pre-proposal for the realisation of the project’ ............................. 24
Attachments to ‘Pre-proposal for the realisation of the project’ prepared by the investor
.................................................................................................................................................. 24

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Introduction
Each city, its centre in particular, is a unique, complex system of multiple linkages and
dependencies. Specificity of its areas’ problems requires an individual approach which
consists in proper diagnosis of internal and external development conditions and identification
of original, unique solutions placed in existing realities, but being dynamic developed
impulses, simultaneously.
Activities planned within the Katowice Centre regeneration go beyond objectives of
urban renewal (material changes mainly) as well as urban revitalisation or urban rehabilitation
(space and economic changes mainly). Regeneration of the Market Square-Roundabout area
includes strategic activities, which creates new image of Katowice, the city competitiveness
and attractiveness by possibly the best allocation of human, organisation, space and financial
resources. The regeneration of Market Square-Roundabout area is also perceived as creation
of bold solutions and approaching to a consensus with participation of stakeholders interested
in the city development problems, by involving representatives from social, public and
business sectors.
The document is addressed to the investors as a request for the pre-proposals for
the realisation of the project Regeneration of the Area Market Square – Roundabout – site
I-C. Its aim is to identify purposes of the investors connecting with their potential
involvement into the project, and also to make the assumptions and expectations of the City of
Katowice more real.
The Request for pre-proposals for the realisation of the project: Regeneration of the
Area Market Square-Roundabout area – site I-C was sent to vast group of investors initially
interested in the project participation. This activity undertaken by the City of Katowice should
be perceived as initial survey of the investors’ interest in the project participation and it is not
connected with a final contest or tender procedure as well as an investor exclusion from
further stages of the project, especially with process of choosing the strategic investor.
However information provided by investors in the Pre-proposals for the realisation of the
project will be a base for preparing final conditions of a contest or tender procedure for the
choice of strategic investor for the site I-C. The contest (tender) is planned on the fourth
quarter of year 2008.
The Request for pre proposals for the project: Regeneration of the Area Market
Square – Roundabout – site I-C consists of two parts. First, presents the project realisation

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context by a description of the City of Katowice initial assumptions linked with regeneration
of identified area in the strategic, social, economic, urban, architectural, location, financial,
organisational dimensions. These assumptions should be perceived as the limit conditions and
also as a source of an inspiration and the strategic challenges. On the base of them an investor
can prepare the project Pre-proposal. Second part of the document includes the methodology
for preparing the Pre-proposals for the realisation of the project by an investor. It consists of
an information concerning: experience of an investor in executing projects of similar type and
scale, propositions of the initial project strategy, functional programme, social issues, scope of
rights to the site, propositions in shaping a partnership relations between the City of Katowice
and an investor, initial project realisation schedule, financial assumptions of the project and
value added of an investor Pre-proposal. The complementary to the Request for pre-
proposals for the realisation of the project is the document: 'Transformation of the Katowice
Centre. Stage I. Regeneration of the Area Market Square – Roundabout. Site I-C. Planning
Brief', which has an architectural and urban planning character. It also includes broad context
of the project, which should facilitate preparation of the Pre-proposal by an investor.
All information provided by investors in Pre-proposals for the realisation of the
project will be treated as confidential and classified. Copyrights of Pre-proposal for the
realisation of the project will be entitled to an investor. There is an interest of the City of
Katowice to do its best for providing clear conditions for competition and transparency of the
process of strategic investor selection.

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I. Strategic assumptions

The project: Regeneration of the Area Market Square – Roundabout – site I-C area –
site I-C is one of the basic measures planned for the Centre of Katowice transformation. It is
essential for the project, in correspondence with goals defined by an investor, to assure their
cohesion and complementarity with the records of the ‘City Development Strategy. Katowice
2020’1, in particular those directly apply to the area of the Centre.
According the City Development Strategy the Centre is determined by the following
components: transport accessibility, virtues of the Centre areas, urban and agglomeration
functions of the Centre. Position of the Katowice in relation to the Centre area was defined in
the following way: ‘Katowice as a city, which has authentic centre being an area of location
of lofty functions and spending free time by inhabitants and visitors’.
The City Development Strategy also defines for the Centre area the following
assumption: ‘Balancing attractiveness of the Centre for the city inhabitants and external users’
by:
- new urban-planning and architectural developments and renewal of existing structures
which forms a city buildings,
- organisation of newly planned, people-friendly public space with cultural and
entertainment functions, and
- assuring a transport accessibility.
Thus Katowice has authentic ‘Centre being the place of location of lofty functions and
attractive spending of a free time by inhabitants and visitors’.
In the City Development Strategy shaping the Centre area was linked with
development of metropolitan functions based on highly specialised services having the over
regional and international importance including: science and tertiary education, culture,
publishing houses and social communication media, specialist medic services, commerce,
finance and insurance, cultural and economic international events. To elements, which
determine metropolitan function, include:
- investment potentially perceived as an increase of a volume of investment, including
foreign direct investments strengthening metropolitan functions as well as expanding their

1
City Development Strategy. Katowice 2020. Katowice, 19.12.2005.

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space impact, and also creation of the new functions connected with attracting of international
institutions and global business enterprises,
- enhance of metropolitan awareness of inhabitants defined by an intellectual development
(youth in particular), increase of openness of science, culture and business environment.
It could be important for preparing the Pre-proposal by an investor to take into
account the records of City Development Strategy, which refer to entrepreneurship and
perceiving Katowice as a banking-financial and insurance centre, as well as a commerce
centre. Development of cultural and scientific industries and also increase of the number of
workplaces in entertainment, hotels, recreation and sport activities are also important.
The issues concerning the 'Centre' area transformation were also defined as long-term
challenge of the Katowice development as: ‘creation of the city Centre and shaping new way
of using its space as showcase of Katowice and the Upper Silesian Agglomeration. The high
rank of the 'Centre' has been also reflected in the vision of Katowice be the following
references:
- ‘Katowice has one of the most modern centre in the country being the showcase of the city
and the Upper Silesia Agglomeration simultaneously’,
- ‘New urban-planning and architectural developments in the Katowice centre are realised
by the external investors, including business and international institutions’,
- ‘Katowice as a city where the space balance between the Centre and other city’s districts
is retained, the polycentric system of the city is kept as well as distinct and specificity of its
districts’,
- Katowice has the Centre excluded with transit traffic, with limited local traffic and
developed network of parking places’.
The Centre regeneration is one of the most important aims of the City Development
Strategy. Its success will reveal a new urban reality and it will undoubtedly strengthen the
city national and international position.

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II. Assumptions in the area of social regeneration
The social regeneration is perceived as one of crucial dimensions of the transformation
of the Centre of Katowice and the factor determining the success of changes proposed for the
site I-C. It is expected, that in a framework of the Pre-proposal for the realisation of the
project the fundamental assumptions of the social regeneration will be taken into
consideration concerning to: openness to needs of the local community, ensuring security,
creating of the direct Centre ‘atmosphere’, working towards the consensus towards changes,
strengthening metropolitan attributes of Katowice and the social-cultural activation of the
local community.

Openness to needs of the local community


The Pre-proposal for the realisation of the project should contain the actions in the
following directions:
- in the scope of creating conditions of employment for able and ambitious persons, having
their participation in the European labour market,
- of places of employment in the site I-C for graduates of high schools.

Security
The proposal of the realisation of the project should concern problems connected with
providing security of the users of the site I-C. A monitoring carried on by the security
companies rented by the owners of the planned objects can be one of a desired action,
cooperation with units appointed by the City of Katowice (e.g. Municipal Guard), the
cooperation with the state institutions (e.g. Police, the fire brigade). Also the proposals of the
investor seem essential in the range of the coordination of the monitoring of the site I-C,
which is led by the subjects pointed out.

Creating of the I-C site ‘atmosphere’ (in a sense of psychological sphere)


Working out and developing actions by the investor concerning the influence on
'atmosphere' of the direct Centre of Katowice will be a valuable advantage of a proposal of
the realisation of the project. It must be coordinate with both architecture and urban planning
assumptions. It seems essential to contain in the proposal references to the following aspects:
- composition of the public and private space from a point of view of its influence on the
psyche of persons spending time in the direct city Centre,

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- dominating characteristics of the geometrical space (mentioned above),
e.g. the density and the layout of straight lines and right angles the location of junctions,
the presence and the layout of curved lines and organic shapes.

Working out the consensus towards changes


The essential from a viewpoint of the efficiency of the realisation of the project
usually seems to be the proposals of the investor in the range of mechanisms and action
referred to the process of gaining of the consensus of an opinion in the face of planned
changes. It needs to make the plans of co-existence with the current users of the site I-C and
of the neighbouring areas, in particular with their inhabitants. They can embrace the following
proposals: the form and the way of leading social conference meetings by the investor, his
help in the scope of the conveniences of the social infrastructure (social facilities, e.g. existing
renovations, creating new devices), supporting the modernization and renovations of the
existing objects for social and cultural institutions, being active in a scope residential, action
directed for involving inhabitants of the Centre and acting subjects in the site I-C in relieving
the process of the regeneration of the area, acting of compensating, directed to the inhabitants
negatively perceiving changes.

Strengthening the metropolitan attributes and the social-cultural activation


The regeneration of the city Centre should concentrate on the strengthening or creating
(based on the historical and cultural legacy) of attributes and urban amenities, which won't let
in the simple and fast way move or copy on suburb and the suburbia. Its potential in the form
of the representative public spheres, unique objects as well as the institution of culture and art
lets to promote the best quality of the space and genuine products and urban services
improving attraction of the Centre with respect to other areas of the city. The demand for
theatres, museums, galleries, restaurants, clubs, special service activities is growing together
with the rise of incomes. Under those circumstances the wealthy people are more inclined to
settle down or to visit the centre which offers higher quality of life.
Therefore in the Pre-proposal for the project realisation one should take into
consideration actions lead to the creating site I-C as a vital meeting place, which will be
visited by its inhabitants, and which they will be identified with.

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III. Assumptions of economic regeneration
Diversification of the city offer
The richness and diversity of the existing business structure should be the result of the
city Centre economic regeneration. Location of the new firms and institutions identifiable in
European and global scale will help to support international competitiveness of the city. First
of all diversity will be useful to create rich offer of city products, secondly will lead to revive
of the central area. The diversification will be a powerful argument for living in Katowice,
searching an interesting job, spending free time, etc. The creative industries should be the
leader of economic development and other changes.

Building of competitive advantage


The attributes and types of a land use proposed by the potential investors should be the
framework for both internal and external competition within the city. Firms and institutions
from Katowice will have a chance to compete with businesses located in big European cities
and metropolitan areas. That competition forces them to improve both: organization aspects
of business and attributes of their products and services. Very important role plays also
a potential competition between local firms, it will build a hierarchy and economic profile of
Katowice. It will have also an influence on an offer created by the rest of the cities of the
Upper Silesia Agglomeration.
Because of the highest importance in spatial structure, the City Centre should be
a place of location for firms and institutions with a good reputation and famous and leading
brands on the national and international markets. That kind of firms and institutions should
generate a lot of benefits like: inflow of capital, spread of organizational and technological
innovations, international specialization of labour market.

Keeping up with fast changes of needs


In relation to contemporary socio-economic changes, increasing supply in rental real
estate markets can satisfy relatively fast changes of a demand in urban real estate markets. In
case of city centres, increasing offers in a rental market lead to upward mobility of households
and firms more than purchase needs. Real estate markets in city centres are described as
durable, with dense building and huge number of the small plot of lands with different legal
status. Besides, in the city centres the used lands are very often considered to be incompatible,
with a number of deteriorated areas. All this factors in the exterior appearance of one building

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can cause spillover of negative neighbourhood effects for surrounding buildings. The owners
and investors should take into consideration harmonious development of the neighbouring
areas, building and implementing technological solutions that enable real estate assets to
adjust to changing needs of the city users.
It seems to be important, to take into consideration in the Pre-proposal for the
realisation of the project , the possibility of the creation elastic and different form of land use,
especially retail space and offices, which can change easily in case of changing needs and
preferences.

Supporting cooperation
Impose condition for strong cooperation should be put not only on the local
government shoulders but also support by the investors. Exchanging of experiences, contacts,
products and services should generate benefits for lots of firms. Branches consolidation or
territorial cooperation can lead to the creation of brand of a place as important area of
specialized business. It is expected that the investment will form conditions supporting
cooperation between firms, cultural institutions, and universities (by proposition of the
attractive location factors, creation of the common projects and events).

Attractive labour markets conditions


Although unemployment is not a most important problem of Katowice, the
development of the labour market is an important part of the city development policy. The
city centre regeneration project should have a positive influence on the creating attractive
working conditions, on ambitious ventures, and diverse path of jobs careers. What is more, it
makes a chance for better salaries and payments. These seem to be important factors for
reducing out-migration of the young and well-educated people. New entrepreneurial potential
should build and improve economic profile of the city.

Participation in building of technical infrastructure and public places


The strategic projects are complex. This type of projects consist of actions oriented
both the main objective and supporting activates which are additional success source. Apart
from establishing new buildings, effective economic regeneration of the Centre of Katowice
is linked with creation of a neighbouring public space and technical infrastructure with the
participation of investors. The implementation of overall approach of the project realization
will reach the desirable results as marketing achievements, metropolitan spirit and finally

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Silesian original climate of a place. It seems to be important to consider the participation of an
investor in building public spaces and technical infrastructure (in I-C and I-D sites).

Participation in creation of city image


The investors of the Pre-proposals for economic regeneration of the Centre
undoubtedly will have influence on an image of Katowice. New businesses oriented on the
international clients, original technology of services and attractive conditions of market
exchange will decide about the attributes of the city image and its offer. Each firm and
institution involved in a regeneration process will have a part in the creation of a new city,
which future position can be transformed on enrichment of brands of entities forming the
work and life conditions in Katowice.

Social and economic cohesion


The way of implementing an economic regeneration should take into account keeping
balance between economic and social aspects of the project. Economic regeneration projects
should lead to the achievement of social cohesion.

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IV. Urban planning and location assumptions2
The I-C site is a one of 4 areas delimitated in the ‘Transformation of the Katowice City
Centre. Stage I. Regeneration of the Area Market Square – Roundabout' project. The complex
redevelopment project is planned within I-C site. Current land use and buildings standard,
established in 70s of XX century, are not suitable for an importance and present needs of,
more than 2 million inhabitants the Upper Silesia Agglomeration.
Developing perspectives of I-C site are exceptional because of a central location in
Katowice and the Upper Silesia Agglomeration, good accessibility and good public transport
connections. This situation seems to be the opportunity and a strategic challenge for the
creation of the multifunctional building complex with the highest standard and unique
architectural style.
The planned investments in the area Market Square – Roundabout are (Rynek-Rondo
area) area will act as a catalyst for regenerative process (lasting about 15 year) in which
combination of the public and private projects will generate additional effectiveness.
First stage of the ‘Transformation of the Katowice City Centre. Regeneration of the
Area Market Square - Roundabout’ project consists of 4 areas of 11,7 hectares. In areas: I-A,
I-B, and I-D the City of Katowice are planned the regeneration projects improving standard of
the public spaces, preceding by redevelopment of the road system and increasing standard of
the technical infrastructure (realized on the area of 6,35 ha).
Program and urban planning assumptions
The framework for program and urban planning assumptions is determined by a
conception of the city Centre land use, which had been established as a result of an
architectural contest organized at the end of 2006 (Coordination plan) and outcomes of an
analysis conducted during work on a new edition of the ‘Studium uwarunkowań i kierunków
zagospodarowania przestrzennego Centrum’ (master plan).
Program assumptions showed in the table below, consists of maximum parameters for
the area (total floor space, number of parking places). Functions of building are proposals and
can be modify by the investors on condition of their justification.
Urban planning assumptions presented in the “coordination plan” set the overall
impassable dimensions of the buildings. The investors can propose lower intensity and also
alternative building planning solutions.

2
Detailed information is contained in the document: ‘Transformation of the Katowice Centre. Stage I.
Regeneration of the Area Market Squere – Roundabout. Site I-C. Planning Brief’

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There is a place for 4 to 7 building sites in I-C site3. It could be establish on the inbuilt
area or after demolition of some existing buildings. Total usable floor space is up to 200
thousands square meters. In a building site, which will be western frontage of Korfantego
Avenue is demanded arcade with designed depth: minimum 4 meters and highest up to second
floor. Ground floors of buildings located in Roundabout square, Korfantego Avenue and cross
streets should be ‘active’ (see picture 1).
All streets and pedestrian pathways within I-C site should be planned as the attractive
public spaces and built by a potential investor.
object
(acc. Principles for buildings Rema
Proposed function Parking / garages
coordination shaping -rks
plan – pic. 1.)
Multifunctional building (offices, Planning building should Garage located under the building
apartments and services). be a strong landmark in and Roundabout square.
Total floor space: 140000 sq the landscape and Recommended parking places -
meters architectural symbol of 730
B.1 TWU the new city centre. Max. parking places – 830, 1) 2)
Height of the building –
max. 40 floors (150
meters above a ground
line)
Multifunctional building (offices, Height of the building – Garage located under the building.
apartments and services). max. 15 floors Approx. parking places – 190, 1), 2)
B.2 TWU
Total floor space: 24000 sq meters 3)

Multifunctional building (offices, Height of the building – Garage located under the building.
apartments and services). max. 20 floors Approx. parking places – 288
Total floor space: 40000 sq meters The height of buildings (max. 384), 1), 2)
B.3 TWU
near “Superjednostka” 3) 4)
should be limited

Existing building – Block of flats 16 floors


B.4 TWU
for preservation
Building with service-retail Height of the building – Garage located under the building.
function, apartments admitted. max. 13 floors Approx. parking places – 200,
B.5 TWU Total floor space up to 20000 sq It is possible to use public garage 1)
meters under Korfantego Avenue (approx.
150 parking places)
Building with service-retail Height of the building – Max. parking places – 300,
B.6 TWU function. max. 10 floors including 200 places in 1) 5)
Total floor space: 40000 sq meters underground garage
Building with service-retail Height of the building – Garage located under the building.
function. max. 8 floors Recommended number of parking
B.7 TWU 1)
Total floor space: 17000 sq meters places – 100,
Max. 240 parking places

3
Please see: Transformation of the Katowice Centre. Stage I. Regeneration of the Area Market Square –
Roundabout. Site I-C. Planning Brief, p. 29.

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Remarks:
1) Overall floor space for retail in all buildings is 20-25 thousands of sq meters; part of the apartments
in overall floor space is about 20-30%
2) Alternative possibilities of structure development: one building or group of 3 connected buildings:
B1, B2, B3 (pedestrian rout should be preserved as a public space accessible 24 hours per day. Pedestrian
rout marked yellow dashed line on a map – pic.2). In case of building connection on the crosses of
pedestrian routs courtyard or atrium should be developed.
3) In case of lack of agreement between investors and owners of part of the area the alternative way of
structure development is possible. (Planned building is located in 50% on a public plot of a land and 50% of
a private plot of the land).
4) A road under building situated alongside planning Śródmiejska Street should be preserved. The
pedestrian rout should be created as a public space accessible 24 hours per day. The pedestrian rout marked
yellow dashed line on map (pic. 2).
5) The pedestrian rout should be preserved as a public space accessible 24 hours per day. The
pedestrian rout marked yellow dashed line on a map (pic. 2).

Accessibility
The direct access to the investment areas will be arranged by the streets crossing
Korfantego Avenue and by a new planned street (Śródmiejska Street). The entrance to the
underground garage located in building B.1.TWU will be created by extension of an existing
entrance to the garage under “Superjednostka” building. The accessibility of the area will be
improved by a proposition of a new tram station located between the Market Square and the
Roundabout.

Technical infrastructure
The area is located within range of the technical infrastructure networks. The service
parameters of an infrastructure make possible the structure development to the proposed land.
Terms of technical infrastructure services will be arranged during the process of preparing
individual decision on the developing conditions. The rebuilding of an infrastructure, which
will collide with planning land development, is required before an investment star-up.

Availability of the investment area4


In the total area of I-C site (3,5 hectares), the City of Katowice is the owner of
2,2 hectares. This area is offered for the potential investors, which will be chosen in contest
(or tender). The rest of space has the private owners.
The I-C site is not covered by a land-use plan (master plan). It is assumed that start-up
of investment project will based on an individual decision on development conditions. The
land-use plan will be drawn up during investment preparing and enact after final conditions of
the project implementation.
4
Detailed map is contained in document: ‘Transformation of the Katowice Centre. Stage I. Regeneration
of the Area Market Square – Roundabout. Site I-C. Planning Brief’, p 9.

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V. Assumptions on project financing
Financial and public aim of the investment project
The project realised in site I-C has to be unambiguously financially justified for the
investor. The realisation of public aims should be the natural consequence and the condition
of individual, private investor’s business target. The project can be successful only in
situation, when each investor reaches his priorities: the City of Katowice – public aims
maximisation accompanied by reasonable level of financial efforts, the private investor –
satisfying return on invested capital.

Simplified venture’s business plan


The simplified business plan included in the Pre-proposal for the project realisation
should be the basic source of financial information. The business plan should include
approximations of: investment expenditures, exploitation costs, revenues, financial
effectiveness indicators.

Costs and revenues


The conditions of attaining financial aim is an identification of the project linked
revenues and costs in the Initial financial plan. It is relevant to the investor to assign
unambiguously the sources of the aforementioned categories and to point out eventual
investment connections with current activity (e.g. complementary character according to other
projects) allowing current costs reduction and current revenues boost. The projection of the
categories should be realised in 10-years time period, however not shorter than necessary
period to pay-out the external sources of financing.

Capital sources and cost


The condition of the project realisation is the investor’s ability to allocate adequate
investment capital. An optimal capital structure as a relevant factor should allow assigning the
following parameters: financial cost of the capital, availability of the capital in particular
project phases, share or debt character of the capital.
Eventual public-private character of the project may assume difference expected
financial and economical return on the particular capital elements. The unambiguous
assignment of aforementioned figures allows establishing the system of earns allocation
between particular capital providers in future. The appearing cooperation of the two major

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categories - public and private capital - may result in aims convergence in case of public-
private solutions.

VI. Assumptions concerning duration of the project


It is expected that the Pre-proposal for the realisation of the project will contain a
schedule of the project: ‘Regeneration of the Area Market Square – Roundabout – site I-C’.
That will include tasks executed by an investor like: preparation of technical and economic
documentation, gaining an external sources of financing the project, going into an eventual
partnership with the City of Katowice, main construction works.
The financial projections should be realized in addressed 10-years time period at least,
or they should respect the period not shorter than necessary to pay-out the external sources of
financing. Other time period for financial projections is also allowed, if justifiable in the
context of the investor objectives.

VII. Legal and organisational assumptions


Among initially identified solutions concerning legal and organisational aspects
shaping partners’ relations between the City of Katowice and an investor for the project:
‘Regeneration of the Area Market Square - Roundabout – site I-C’ one must point at5:
- purchase of the plots being a parts of the I-C site,
- giving the right to perpetual lease of the plots being a parts of the I-C site,
- creation of a purposeful partnership foundation (options: creation of a partnership by the
City of Katowice and an investor; creation of a partnership by an investor and then acquisition
of shares in increased capital; creation of a partnership by the City of Katowice and then
acquisition of shares in increased capital by an investor).
The Pre-proposal for the realisation of the project should include an investor’s
preferred legal and organisational form of the venture with its description and justification,
also in reference to realisation stage as well as operational stage.

5
Options identified in: ‘Ekspertyza prawna’ M. Pawełczyk Ph.D., M. Kania Ph.D. Silesian University,
Katowice 2008.

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VIII. Methodology for preparing the ‘Pre-proposals for the realisation of
the project’ by an investor
The Pre-proposal for the realisation of the project: ‘Regeneration of the Area Market
Square Roundabout – site I-C’ is a document prepared by an investor as a reply to the
‘Request for pre-proposal for the realisation of the project’ by which its interests to the
project is expressed. The Pre-proposal for the realisation of thee project shows a potential
way of an investor commitment in the context of the Centre regeneration assumptions defined
by the City of Katowice. This action should be treated as an initial study of the investors
interests’ referred to the project and it is not connected with any investor exclusions with
further stages of the venture, especially with process of choosing the strategic investor.
However information provided by the investors in Pre-proposals for the realisation of the
project will be a base for preparing final conditions of a contest or tender procedure for a
strategic investor for the site I-C.

Editorial requirements
The length of the ‘Pre-proposal for the realisation of the project’ should not exceed
20-30 pages. The ‘Pre-proposals for the realisation of the project must be completed in
Polish or English language. The electronic application form (in RTF format) of the ‘Pre-
proposal for the realisation of the project’ will be send directly to an investor after its request
to the mail address: krzysztof.rogala@um.katowice.pl

Contact
Further information concerning the ‘Pre-proposals for the realisation of the project’
completion will be provided by the Plenipotentiary to the Mayor for Transformation of the
Area Market Square – Roundabout, e-mail: krzysztof.rogala@um.katowice.pl, phone: ++48
32 259 38 33

Deadline
The ‘Pre-proposal for the realisation of the project’ should be completed until the
30th of September 2008 and send on the following address: Katowice City Hall, Młyńska
4, 40-098 Katowice, Poland, with the postscript ‘Rynek-Rondo’, or in an electronic version
to the e-mail addresses: krzysztof.rogala@um.katowice.pl

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PRE-PROPOSAL FOR THE RE ALIS ATION OF THE PROJECT

8.1. Identification and the experience of the investor

Pos. Category Answer

Name of the investor and the


A1 entities entering the eventual
consortium

A2 Investor’s head office address

Person representing the leading


A3 investor (name, surname, address,
telephone, e-mail)

Number of employees in the last


A4
accounting period

Assets size in the last accounting


A5
period

Liabilities size in the last


A6
accounting period

Receivables size in the last


A7
accounting period

Revenues size in the last


A8
accounting period

Basic trade profile of the leading


A9
investor

Experience of the investor and the


eventual consortium relating to
the realized projects with similar
A10
specification (year, place,
project’s name, investment
expenditures size)

Contact person – responsible for


the Pre-proposal for the
A11 realisation of the project (name,
surname, address, telephone, e-
mail)

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8.2. Proposals of the project’s realisation strategy

Pos. Category Answer

Vision, goals and objectives of the


B1
project

Key factors determining success


of the project, resulting from
B2
market, competition, environment,
legal and socioeconomic factors

8.3. Proposals considering social regeneration

Pos. Category Answer

What kind of activities are expected


to be undertaken by the investor
considering creation of the
C1 workplaces for the graduates from the
universities and creation of the
attractive work conditions in
European work market in I-C site?

What kind of activities are expected


C2 to be undertaken by the investor
considering the I-C site users safety?

What way is the investor going to


create the 'atmosphere' and
C3
strengthening the metropolitan
attributes of the I-C site?

What kind of activities are expected


to be undertaken by the investor
C4 considering social consultancy and
consensus building facing planned
changes in the centre?

What kind of the specific activities


are expected to be undertaken by the
C5 investor considering socio-cultural
activity, vitality of public spaces in
the I-C site?

19
8.4. Proposals considering economic regeneration

Pos. Category Answer

What way is the investor going to


create conditions attracting the
D1 companies and institutions with
extensive prestige and cognoscible
brand?

What domestic and international


D2 companies, brands are the investor
able to locate in the I-C site?
What way does the investor perceive
its eventual participation in creating
D3 public spaces and technical
infrastructure within I-C site and I-D
site?

20
Assumed kinds of activities realized within objects built in I-C site (15 max)

part in overall floor space – planned


Activity kind Yes/No
(%)
Information agencies – press
Radio and television
Entertainment
Art galleries
Trade agencies
Tourist agencies
Bars, restaurants
Huge shops - supermarkets
Cosmetic services
Fitness centres
Banks
Publishing houses
D4 Hotels
Small shops arcades
Entertaining clubs
Insurance
Theatre
State, municipal agencies
Specialised medical services
Social, business, political organizations offices
Financial services
Law and advisory services
Architects’ offices
Advertising agencies
Real estate agencies
Apartments
Specialised educational services
Others (what?) .................................................
Others (what?) .................................................
Others (what?) .................................................
Eventual suggestions,
modifications relating
to assumptions
D5 presented in ‘Request
for pre-proposals for
the realisation of the
project’

21
8.5. Proposal of the functional program

Pos. Category Answer

Description of created
objects/structures with adduction of
their functions inter alia according to
E1 tiers, basic parameters, like: building
surface, overall surface, cubic
measure, number of park places,
public space surface.

Eventual suggestions, modifications


relating to assumptions presented in
E2
‘Request for pre-proposals for the
realisation of the project’

8.6. Financial assumptions

Pos. Category Answer

Estimated overall investment


F1 expenditures value linked with project
realisation in I-C site (MM PLN)

Basic sources of investment


F2 expenditures financing and their
structure

Assumed by the investor, cost of the


particular investment expenditures
F3
financing sources (percentage value
of every source)

Proposition of the investor concerning


financial in public spaces and
F4
technical infrastructure within I-C site
and I-D site

Expected (acceptable) rate of return


F5
from the investor’s capital (%)

Expected (acceptable) payback period


F6
of the investor’s capital (years)

22
8.7. Initial schedule of the project

Pos. Category Answer

The proposed initial schedule of the project’s realisation within I-C site with taking into
account inter alia: preparation of technical and economic documentation, gaining an
external sources of financing the project, going into an eventual partnership with the
City of Katowice, main construction works

Number of Cumulative
Task name
months number of months
G1
preparation of technical and economic documentation
gaining an external sources of financing the project
going into an eventual partnership with the City of
Katowice
main construction works

Proposed organizational solutions


concerning legal form of the entity
G2
(entities) realizing investment phase
for the I-C site

Proposed organizational solutions


concerning legal form of the entity
(entities) on operational phase for the
G3
I-C site (including the question: if the
investor will be only a developer or it
will commit as an operator?)

8.5. Proposals concerning legal and organisational aspects

Pos. Category Answer

Put in order using scale from 1 (the least preferred) to 3 (the most preferred) form
concerning the right to real estates, setting the I-C site
real estate purchase
H1 right to perpetual lease of real estate
purposeful partnership foundation

other form (what?)

23
Expected by the investors, the City of
H2
Katowice rights and duties

Basic rights and duties of the investor


H3
facing the City of Katowice

Proposed by the investor, precautions


H49 against defaulting of partnership with
the City of Katowice

H5 Risk factors bolt by the investor

Risk factors bolt by the City of


H6
Katowice

Other specific conditions, deadlines,


H7 rules, expectations of the investor
from the City of Katowice

8.9. Value added of the ‘Pre-proposal for the realisation of the project’

Pos. Category Answer

What way will, the elaborated by the investor, ‘Pre-proposal for the project’ realisation
I in the I-C site (eventually the I-D site) contribute to enrichment of the project’s
assumptions defined by the City of Katowice in the ‘Request for pre-proposals’?

I1 in strategic sense?

I2 in social sense?

in urban-planning and architectural


I3
sense?

I4 in sense of financing investment?

What accounts for innovation,


I5 originality of the Pre-proposal for the
investor?

Attachments to ‘Pre-proposal for the realisation of the project’ prepared by


the investor

Attachment 1- Initial functional and utility program (with description of assumptions)

24
Attachment 2 – Simplified business plan containing approximations of: investment
expenditures, exploitation costs, revenues, financial effectiveness indicators (with description
of assumptions)

25