**SECTION 3: PROPOSAL PACKAGE**

OMB Control \# 1024-0125

Expires: 12/31/06

> **Note to Offeror:** The following documents refer to the person or
> entity that is submitting a proposal as the "offeror". When the word
> "you," "your," "we" or "our" is used in an instruction or in a
> proposal, the instruction or proposal is referring to the offeror.

**OFFEROR'S TRANSMITTAL LETTER**

To: Ms. Tomie Patrick Lee, Superintendent

Glacier Bay National Park & Preserve

P.O. Box 140

Gustavus, AK 99826

Dear Ms. Lee:

We hereby agree to provide visitor services at Glacier Bay National Park
in accordance with the terms and conditions specified in the prospectus
listed on [www.fedbizopps.gov](http://www.fedbizopps.gov/) (solicitation
GLBA009-05), and to execute the final Concession Contract without
substantive modification (except as may be required by National Park
Service pursuant to the terms of the prospectus).

We are enclosing the required \"PROPOSAL\" which, by this reference, is
made a part hereof.

We certify that the information furnished herewith is true to the best
of our knowledge and belief. We agree to meet all the minimum
requirements of the draft Concession Contract, and the Prospectus, and
that we have provided all of the mandatory information specified in the
Prospectus.

We certify in accordance with 43 CFR Part 12 regarding debarment,
suspension, ineligibility and voluntary exclusion the following:

-   Any of the individuals or entities seeking participation in this
    Concession Contract are not presently debarred, suspended, proposed
    for debarment, declared ineligible, or voluntarily excluded from a
    public transaction by a federal department or agency.

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-   Within the three years preceding submission of the Proposal, none of
    the individuals or entities seeking participation in this Concession
    Contract have been convicted of or had a civil judgment rendered
    against them for commission of fraud or a criminal offense in
    connection with obtaining, attempting to obtain, or performing a
    public (federal, state or local) transaction or contract under a
    public transaction, or for violation of federal or state antitrust
    statutes or for commission of embezzlement, theft, forgery, bribery,
    falsification of records, making false statements, or receiving
    stolen property.

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-   None of the individuals or entities seeking participation in this
    Concession Contract are presently indicted for or otherwise
    criminally or civilly charged by a federal, state or local unit of
    the government with commission of any of the offenses.

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-   The individuals or entities seeking participation in this Concession
    Contract have not had one or more public transactions (federal,
    state or local) terminated for cause or default within the
    three-year period preceding the submission of the Proposal.

We certify that the information contained in our proposal is true to the
best of our knowledge and belief and that we have provided all of the
mandatory information specified in the prospectus.

Our proposal is two parts. We agree to the minimum requirements of the
draft concession contract as set forth in Part A and agree to accept, as
part of the final contract any commitments made by us in Part B of our
proposal that may be included as terms of the final contract.

We also agree that by submitting this Proposal, we will, if selected for
award of the new concession contract:

1.  Agree to the minimum requirements of the Prospectus as identified in
    Part A of this Proposal Package.

2.  Complete the execution of the final Concession Contract within
    thirty working days after it is presented by the National Park
    Service.

3.  Commence operations under the new Concession Contract on the
    effective date of the new Concession Contract.

4.  Operate under the current, Service-approved rates to visitors, as
    modified by the draft Operating Plan, until such time as the Service
    may approve amended rates.

5.  Provide the entity that is to be the Concessioner under the draft
    concession contract with the funding, management and other resources
    described in our proposal.

BY
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Type or Print Name) (Date)

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Original Signature

TITLE
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

ADDRESS
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

CERTIFICATE OF CORPORATE OFFEROR

(Offerors who are not corporations should skip this certificate)

I, , certify that I am the of the corporation named as Offeror herein;
that , who signed this proposal on behalf of the Offeror, was then of
said corporation; that said proposal was duly signed for and in behalf
of the corporation by authority of its governing body within the scope
of its corporate powers.

BY
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

(Type or Print Name) (Date)

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Original Signature

TITLE
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

ADDRESS
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**ANILCA SECTION 1307 PREFERRED OPERATOR APPLICATION**

Please refer to the ANILCA Section 1307 regulations, referenced in the
Business Opportunity, to answer the following questions:

(1) Is the entity making this offer seeking to be qualified as a local
    resident, as defined in 36 CFR 13.81(f), for the services offered
    under this prospectus?

  ------ ------------------------------- ------ -------------------------
         Yes                                    No

  ------ ------------------------------- ------ -------------------------

> *For individuals:* To qualify as a local resident, each of the
> following elements must be met and you must provide documentation, as
> described in the regulations, to establish each element. Check each
> element which applies:
>
> \_\_\_\_ The offeror has lived within the local area[^1] for 12
> consecutive months before the date this prospectus was issued (see
> issue date on inside cover);
>
> \_\_\_\_ The offeror has maintained their primary permanent residence
> and business within the local area and;
>
> \_\_\_\_ Whenever absent from this primary, permanent residence, the
> offeror has the intention of returning to it.
>
> Factors demonstrating the location of an individual's primary,
> permanent residence and business may include, but are not limited to,
> the permanent address indicated on licenses issued by the State of
> Alaska, tax returns and voter registration.
>
> *For corporations*:
>
> \_\_\_\_ The controlling interest[^2] in the corporation is held by an
> individual or individuals who qualify as local resident(s) (see
> above).
>
> \_\_\_\_ If the offeror is a non-profit corporation, a majority of the
> board members and a majority of the officers qualify individually as
> local residents (see above).

(2) Are you applying for "most directly affected Native corporation"
    status, as defined in 36 CFR 13.85? *If yes, provide the
    documentation to support this determination, as described in these
    regulations.* [^3]

  ------ ------------------------------- ------ -------------------------
         Yes                                    No

  ------ ------------------------------- ------ -------------------------

**Scope of Operations**

How many overnight trips (June 1 through September 10) are you proposing
to provide each year?

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ (maximum is 12)

The offerors submitting the two best proposals will be allocated the
total number of trips requested, up to the maximum (but see Proposal
Instructions for discussion on preferences).

**PROPOSAL**

**PART A:**

**Agreement to the Minimum Terms and Conditions**

1)  **All Terms and Conditions.** We agree to comply with all terms and
    conditions of the draft and final Concession Contract and related
    prospectus, including compliance with all applicable laws under the
    terms and conditions specified in the draft concession contract.

2)  **Approved Rates.** If applicable, we agree to operate at the
    currently approved rates for this concession operation during the
    term of the concession contract until such time as a new rate
    schedule is approved by NPS.

3)  **Operating Plan.** If applicable, we agree to operate in accordance
    with the currently approved operating plan for this concession
    operation during the term of the concession contract until such time
    as an operating plan is approved by NPS.

4)  **Equal Employment Opportunity.** We agree to implement an equal
    opportunity program and comply with the terms of the Equal
    Employment Opportunity and handicapped access requirements of the
    concession contract.

5)  **Insurance.** We agree to meet the insurance requirements of the
    Concession Contract.

6)  **Franchise Fee.** We agree to pay at least the minimum franchise
    fee for the concession contract stated in the prospectus. Any higher
    fee that we offer is stated under Principal Selection Factor 5
    below.

###### PART B

**Response to the Requested Information**

**PRINCIPAL SELECTION FACTOR 1. THE RESPONSIVENESS OF THE PROPOSAL TO
THE OBJECTIVES, AS DESCRIBED IN THE PROSPECTUS, OF PROTECTING,
CONSERVING, AND PRESERVING RESOURCES OF THE PARK AREA.**

**Scoring: 0-5**

> **Note to Offeror:** This selection factor is concerned with
> environmental objectives that relate specifically to the protection of
> the particular resources of the park area. Environmental objectives
> for improvement of the natural environment in general (waste
> reduction, fuel efficiency, recycling, etc.) are addressed under
> secondary selection factor 1. Please avoid overlap between your
> response here and your response to secondary selection factor 1.
>
> The NPS objectives for protecting, conserving, and preserving the
> specific resources of Glacier Bay National Park and Preserve are as
> follows:

(a) Preserving the wildlife resources of the park area.

(b) Preserving the natural environment of the park area.

(c) Preserving the social environment of the park area.

> Further information on these objectives is provided in the prospectus
> and in the following subfactors.
>
> **Subfactor 1. Wildlife Protection.** Describe how you will conduct
> your operations to minimize impacts on wildlife.
>
> At a minimum, discuss:

1.  Campsite/rest-stop selection, layout and management (e.g. selection
    of sites away from wildlife use areas, positioning of sleeping areas
    and cooking areas with appropriate regard to potential wildlife
    encounters and management of the campsite to encourage appropriate
    response to unanticipated wildlife encounters. \[for instance, "what
    will you do if a bear (moose, wolf, etc.) enters your site?"\]

2.  Food & odor management (e.g. selection, storage, preparation,
    consumption and clean-up programs beyond minimum park requirements
    to minimize potential for wildlife impacts due to food and human
    hygiene products)

3.  Describe the orientation and information you will provide to clients
    that addresses wildlife protection.

4.  Describe the training that will be provided to guides regarding
    protecting wildlife.

> **Subfactor 2. The Natural Environment.** Please describe how you will
> conduct your operations in a manner that will minimize impacts on the
> natural environment of the park area.
>
> At a minimum, discuss:

1.  Campsite/rest-stop management (site manipulation and restoration).

2.  Use of campfires: Do you plan to use camp fires? If so, describe
    when and where this use will occur and how you will minimize
    campfire impacts.

3.  Human waste management. Do you propose any additional measures
    beyond what is required under existing park regulations (see the web
    links at the end of the Business Opportunity section) If so,
    describe.

4.  Describe the training that will be provided to guides regarding
    protecting the natural environment.

5.  Describe the orientation and information you will provide to clients
    that addresses protection of the environment.

6.  Natural quiet: Describe any measures you will take to preserve
    natural quiet.

**Subfactor 3. The Social Environment.** Please describe how you will
conduct your operations in a manner that will minimize impacts on other
park visitors (dispersal of use, visual impacts, client conduct, route
selection, etc.)

**PRINCIPAL FACTOR 2. THE RESPONSIVENESS OF THE PROPOSAL TO THE
OBJECTIVES, AS DESCRIBED IN THE PROSPECTUS, OF PROVIDING NECESSARY,
APPROPRIATE AND QUALITY VISITOR SERVICES AT REASONABLE RATES.**

**Scoring: 0-5**

> **Note to Offeror:** The NPS objectives for necessary and appropriate
> visitor services at reasonable rates are as follows:

(a) Visitor services are provided in a safe manner.

(b) Visitors are provided high quality equipment.

(c) Visitors receive a quality experience and an appreciation of the
    resource values of the park area.

(d) Visitor services rates are reasonable.

> **Subfactor 1. Visitor Safety**

1.  Describe the policies and procedures you will implement to address
    the safety of your employees and customers.

2.  Describe the safety equipment that will be available and their
    criteria for use. Examples of safety equipment include paddle
    floats, signaling devices, dry suits, radar reflectors and spare
    paddles.

3.  Describe any emergency communications equipment to be carried.

4.  Describe the first aid and other safety training (including rescue
    training for people in flipped kayaks) that will be provided to
    employees. Also describe the safety training that will be provided
    to visitors prior to embarking. Training for visitors should include
    but not be limited to the dangers of cold water immersion,
    procedures to be taken if a kayak flips, hypothermia, and proper
    behavior for moose and bear encounters.

5.  Describe how sanitation issues will be addressed in the operation of
    your proposed service. At a minimum, describe your plan for food
    preparation and how you will provide potable water to clients and
    employees in the field. A link to a checklist describing the U.S.
    Public Health Service recommendations regarding sanitation issues is
    included in the Business Opportunity section of this prospectus.

6.  There are a variety of approaches to addressing kayak buoyancy,
    stability, sea-keeping (including keeping water out of the boat) and
    re-entry following capsize or swamping (including getting water out
    of the boat). Describe your approach to these issues including
    equipment, training and experience.

> **Subfactor 2. Equipment**

a.  Kayaks: Describe, in detail, the kayaks that you will provide as
    well as the associated equipment (i.e. spray skirts, paddles, rubber
    boots, etc.) Do not include equipment listed above under the safety
    subfactor. Include the quantity, quality, age, condition and type of
    equipment in the description. The NPS also prefers that clients have
    sufficient gear options to fit their individual skill levels and
    interests (e.g. providing both single kayaks and double kayaks), and
    that clients be able to reserve a specific kayak or type of kayak
    upon booking.

b.  Rudders: If applicable, describe the rudder system on kayaks to be
    used. (The NPS prefers that clients have the *option* of using a
    kayak with a rudder.)

c.  Paddles: Describe the paddles to be used in detail with specific
    attention to any variety in size and design.

d.  Camp gear: Describe all camp gear including tents, stoves, sleeping
    bags, sleeping pads. The NPS prefers high quality gear, appropriate
    for the range of environmental conditions found in the area.

e.  Describe your equipment maintenance, replacement and upgrade
    program. The NPS prefers a program which provides gear that is well
    maintained, that focuses on replacement for functional reasons
    (rather than cosmetic) and that includes an active consultation,
    evaluation and testing program for equipment upgrades.

> Note: In Principle Selection Factor 4, you will be asked to identify
> equipment by items and groups of items and the approximate value or
> cost by item or group of items.
>
> **Subfactor 3. Quality of the Visitor's Experience**

a.  Describe the types of kayak trips that you plan to offer, including
    sample itineraries, menus and group size limits. If you are
    proposing trips that require motorized transportation describe the
    type of motorized transportation that you intend to use. (See
    Business Opportunity section for discussion of motorized
    transportation options). If you are requesting charter vessel
    entries, identify the number of entries that you are requesting.
    **As discussed in the Business Opportunity section, if supplemental
    transportation services are required, the National Park Service
    prefers offers that utilize the daily camper drop-off services
    provided by the Glacier Bay Lodge concessioner and that minimize
    aircraft landings within park.**

> The NPS is interested in providing visitors with a variety of
> wilderness oriented guided kayaking opportunities, including scheduled
> overnight trips which do not require a minimum number of participants,
> and "custom trips" which would meet specific interests but could have
> minimum participant requirements.
>
> The NPS also prefers offers that do not include in the itinerary
> mandatory non-wilderness elements such as specific lodging
> requirements.

b.  Staffing: Provide a staffing plan including the number and skills of
    employees. Provide a detailed job description for guides, assistant
    guides and any other field staff.

> **Subfactor 4. Reasonable Rates**
>
> Provide your proposed rates and reservation/cancellation policies.
> Include copies of current advertisement leaflets, client price, or
> other published literature. The National Park Service will evaluate
> the rates and associated policies to determine whether they are
> reasonable for the services offered and comparable to rates and
> policies of similar services in Southeast Alaska.
>
> **(Note to Offeror:** The rates you propose must also be reflected in
> your financial projections submitted in response to principal
> selection factor 4. Please note that any proposed rate schedule is not
> binding on NPS. All rates to be charged the public are subject to NPS
> approval in accordance with NPS rate approval guidelines.)

### 

**PRINCIPAL FACTOR 3. THE EXPERIENCE AND RELATED BACKGROUND OF THE
OFFEROR, INCLUDING THE PAST PERFORMANCE AND EXPERTISE OF THE OFFEROR IN
PROVIDING THE SAME OR SIMILAR VISITOR SERVICES AS THOSE TO BE PROVIDED
UNDER THE CONCESSION CONTRACT.**

### 

**Scoring: 0-5**

> **Note to Offeror:** In the event that you (the offeror that signed
> the Offeror's Transmittal Letter) are not the legal entity that is to
> be the Concessioner under the final Concession Contract, please
> explain your relationship to the proposed Concessioner and provide the
> information described below with respect to both you and the proposed
> Concessioner as applicable.

**Subfactor 1. Who is the Offeror?**

a.  For information purposes, please state your legal make-up
    (individually-owned, partnership, joint venture, corporation,
    limited liability company)

b.  For information purposes, please state your relationship, if any, to
    any superior and/or subordinate organizations. For example, state
    whether you are a subsidiary of another company or operate
    independently.

> **Note to Offeror:** Please use the Business Organization and Credit
> form contained in this section of this prospectus for this purpose.

### 

### 

### Subfactor 2. Organization and Personnel 

### 

### Describe the principal lines of authority within your business organization. If an organization chart is appropriate for the size of your operation, please provide an organization chart as well. 

### 

### Please state the function of all identified key positions (including duties, number of people supervised, estimated hours per week performing role, etc.). 

### 

### Please state the decision-making authority of on-site managers and identify the person with whom NPS will deal regarding day-to-day operations and issues. 

### 

### Subfactor 3. Experience 

### 

### Please state how long you have been providing services similar to those that are to be provided under the contract. 

### 

### Please state in detail your overall background and experience in the operation of guided sea kayaking trips, or similar services, making particular note your experience guiding trips in places with cold water and inclement weather. 

a.  Please submit resumes of key individuals that you will employ to
    carry out management and operations under the contract. Explain each
    person's proposed duties for this operation.

**Subfactor 4. Background**

Have you ever been charged with violating any federal, state, or local
criminal statute or regulation relating to guiding, land use or the
environment for the period beginning five years prior to the date this
prospectus was issued through the present?

+-----------------------------------------------------------------------+
| **[Business Organization Information]{.smallcaps}**                   |
|                                                                       |
| **[Partnership or Sole Proprietor]{.smallcaps}**                      |
+-----------------------------------------------------------------------+

  ---------------- ------------------------------------------------------
  **Name of        
  Entity**         

  **Address**      

  **Telephone      
  Number**         

  **Fax Number**   

  **Email          
  Address**        

  **Contact        
  Person**         

  **Title**        

  **Tax ID \#**    

  **Form of        
  Business:       
  Partnership     
  Sole             
  Proprietor**     

  **Years in       
  Business**       
  ---------------- ------------------------------------------------------

  -------------------------------- -------------- ------------ ----------------
  **[Ownership]{.smallcaps}**                                  

  **Names And Addresses Of Each    **Percentage   **Current    **Role in
  Partner Or Sole Proprietor**     of Ownership** Value of     Providing
                                                  Business**   Concession
                                                               Services**

                                                               

                                                               

                                                               

                                                               
  -------------------------------- -------------- ------------ ----------------

+-----------------------------------------------------------------------+
| **[Business Organization Information]{.smallcaps}**                   |
|                                                                       |
| **[Corporation]{.smallcaps}**                                         |
+-----------------------------------------------------------------------+

*Complete separate form for the submitting corporation and the parent
corporation (include all partners in a joint venture).*

  ------------------- ---------------------------------------------------
  **Name of Entity**  

  **Address**         

  **Telephone         
  Number**            

  **Fax Number**      

  **Email Address**   

  **Contact Person**  

  **Title**           

  **Tax ID#**         

  **State of          
  Incorporation**     

  **Date of           
  Incorporation**     
  ------------------- ---------------------------------------------------

  ----------------------------- -------------------------- ---------------------------
  **[Ownership]{.smallcaps}**   **[Number and Type of      **[Current Value of
                                Shares or Percentage of    Investment]{.smallcaps}**
                                Ownership]{.smallcaps}**   

  Names and Addresses of those                             
  with controlling interest or                             
  key principals of corporation                            

                                                           

  **Total of All**                                         

  **Total Shares Outstanding**                             
  ----------------------------- -------------------------- ---------------------------

  ------------------------- --------------------------- ----------------------------
  **[Corporate Officers and **[Address]{.smallcaps}**   **[Title and/or
  Board of                                              Affiliation]{.smallcaps}**
  Director]{.smallcaps}**                               

                                                        

                                                        

                                                        
  ------------------------- --------------------------- ----------------------------

####### PRINCIPAL FACTOR 4. THE FINANCIAL CAPABILITY OF THE OFFEROR TO CARRY OUT ITS PROPOSAL. 

**Scoring: 0-5**

> **Note to Offeror:** In the event that you are not the legal entity
> that is to be the concessioner under the concession contract, please
> explain your relationship with the proposed concessioner and provide
> the information described below with respect to both you and the
> proposed concessioner as applicable.

**Section 1. The Availability of Funds to Operate the Concession.**

Subfactor 4a. Please list in the table below the property, by item or
groups of items (such as kayaks, personal flotation devices, supplies,
office equipment, etc.) with monetary value over \$500 that you will be
using for this operation.

  --------------------- -------------- ------------ ----------------------
  Personal Property     Quantity       Total Value  Currently Own?
  Items                                             (yes/no)

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    

                                                    
  --------------------- -------------- ------------ ----------------------

Subfactor 4b. Please estimate the amount of money that you will need to
begin operating the business. Only provide estimates for those items
that you need to acquire in order to begin operating. Do not include
items that you already own. For cash, estimate the amount of cash that
you will need to have available (after purchasing equipment; supplies;
and "other") in order to begin operating the business. Please use the
form below to provide your estimates.

Equipment \$\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Supplies \$\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Cash \$\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Other (Describe on separate page)
\$\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**TOTAL FUNDS NEEDED**
**\$\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

Subfactor 4c. State the source of the needed funds estimated above.

Subfactor 4d. Document your ability to obtain these funds (or that your
already have them). The documentation must be sufficient to convincingly
demonstrate to NPS that the funds are available to you. For example,
provide bank statements that demonstrate that you have the funds in
hand, or, provide an appraisal of any of your assets that will be sold
to obtain the funds, or, if you intend to borrow all or part of the
funds, provide a commitment letter from the source of the borrowed
funds. If you intend to borrow the funds, please explain in detail the
financial arrangements of the loan.

### Section 2 -- Current Financial Position of the Offeror  {#section-2-current-financial-position-of-the-offeror .unnumbered}

Subfactor 4e. Provide copies of your financial statements for the two
most recent fiscal years. If financial statements have been audited,
include the related audit report, notes to the financial statements and
similar explanatory material. For sole proprietors, the financial
statement will be a personal financial statement and should include both
an income statement and a balance sheet. An income statement lists all
of your income and expenses for your most recent fiscal year. A balance
sheet lists everything that you own and everything that you owe as of
the last day of the fiscal year. If you are unable to provide a balance
sheet as of the last day of the fiscal year, you may provide a balance
sheet as of the day that you apply.

Subfactor 4f. Credit Information

1)  List any Foreclosures, Bankruptcies, Transfer in Lieu of Foreclosure
    and/or Work-Out/Loan Modification Transactions during the *past 10
    years.* (If none, so indicate.) Include the name of the property,
    the city and state, the property type, the approximate loan amount,
    the lender, and the year of the event. Include an explanation of
    circumstances, including resolution, bankruptcy plan, and/or other
    documentation as appropriate.

2)  Describe any pending litigation or current lawsuits that will
    materially impact your financial position if adversely resolved.

3)  Provide a current credit report for the entity submitting the
    proposal.

    Section 3 - Demonstrate the financial feasibility of your proposed
    operation.

Subfactor 4g. Estimate the amount of income and expenses for the
proposed guided kayaking operation. Provide this estimate by completing
the prospective income statement on the following page. The prospective
income statement is a form to use to estimate the income and expenses
for the proposed operation. Blank lines are included on the prospective
income statement if you need to provide estimates for expense categories
that are not listed. (Describe the categories on the blank lines.) Only
revenues and expenses related to the services authorized by the contract
(inside the park) are to be included in your prospective income
statement, not other services outside the park.

Explain the assumptions that you used in developing your estimates. More
detail is preferred over less. At a minimum, provide:

Revenue

-   The estimated number of trips per proposed trip type, and the
    estimated number of clients by trip.

-   The estimated revenue per proposed trip. (If the estimated revenue
    is not the total of client rates for the estimated number of
    clients, explain the reason for the difference and how you
    calculated it.)

Expenses

Provide the basis for estimating your expenses (such as your past
expenses or quotes provided to you)

[PROSPECTIVE INCOME STATEMENT FORMAT]{.underline}

Annually for Term of Contract

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<td></td>
<td><strong><u>Year 1</u></strong></td>
<td><strong><u>Year 2</u></strong></td>
<td><strong><u>Year 3</u></strong></td>
<td><strong><u>Year 4</u></strong></td>
<td><strong><u>Year 5</u></strong></td>
<td><strong><u>Year 6</u></strong></td>
<td><strong><u>Year 7</u></strong></td>
<td><strong><u>Year 8</u></strong></td>
<td><strong><u>Year 9</u></strong></td>
<td><strong><u>Year 10</u></strong></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><strong>Gross Receipts</strong></td>
<td>$________________</td>
<td>$________________</td>
<td>$________________</td>
<td>$_______________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>Salaries &amp; Wages</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Payroll Taxes &amp; Benefits</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>Operating Supplies</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Office Expenses</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>Depreciation &amp; Amortization</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Repair &amp; Maintenance</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>Insurance</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Advertising</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td><h1 id="interest">Interest</h1></td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Legal &amp; Accounting</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>Car &amp; Truck Expenses</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>Travel, Meals &amp; Entertainment</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="odd">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
<td>__________________</td>
</tr>
<tr class="even">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>__________________</td>
<td>_______________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
</tr>
<tr class="odd">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>__________________</td>
<td>_______________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
</tr>
<tr class="even">
<td>_______________________________</td>
<td>_________________</td>
<td>_________________</td>
<td>__________________</td>
<td>_______________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
</tr>
<tr class="odd">
<td>NPS Franchise Fees</td>
<td>_________________</td>
<td>_________________</td>
<td>__________________</td>
<td>_______________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
<td>_________________</td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>Total Expenses</td>
<td>$_________________</td>
<td>$_______________</td>
<td>$_________________</td>
<td>$________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>Net Income</td>
<td>$_________________</td>
<td>$_______________</td>
<td>$_________________</td>
<td>$________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
<td>$_________________</td>
</tr>
</tbody>
</table>

####### PRINCIPAL FACTOR 5. THE AMOUNT OF THE PROPOSED FRANCHISE FEE AND/OR OTHER FORMS OF FINANCIAL CONSIDERATION TO NPS. 

**Scoring: 0-4**

**Subfactor 1. The proposed franchise fee.**

> **Note to Offeror:** The minimum annual franchise fee for the draft
> contract is:
>
> **the greater of \$500 or \$8.75 per client per day**
>
> A client day is defined as a calendar day or portion of a calendar day
> in which a client is on Glacier Bay National Park & Preserve land or
> water.
>
> As stated in the draft contract included in this prospectus, these
> fees will be adjusted annually in accordance with the Department of
> Labor's Consumer Price Index, All Urban Consumers.
>
> The offer of a higher franchise fee is generally beneficial to the
> NPS, and, accordingly, generally will result in a higher score under
> this selection factor. However, consideration of revenue to the United
> States is subordinate to the objectives of protecting, conserving, and
> preserving resources of the park area and of providing necessary and
> appropriate visitor services to the public at reasonable rates.
>
> Please state the franchise fee you offer as a dollar amount per client
> day.

\$\_\_\_\_\_\_\_\_\_\_\_ per client per day

**SECONDARY SELECTION FACTOR 1. THE QUALITY OF THE OFFEROR'S PROPOSAL TO
CONDUCT ITS OPERATIONS IN A MANNER THAT FURTHERS THE PROTECTION,
CONSERVATION AND PRESERVATION OF PARK AREA AND OTHER RESOURCES THROUGH
ENVIRONMENTAL MANAGEMENT PROGRAMS AND ACTIVITIES, INCLUDING, WITHOUT
LIMITATION, ENERGY CONSERVATION, WASTE REDUCTION, AND RECYCLING.**

**Scoring: 0-3**

> **Note to Offeror:** The subfactors for this secondary selection
> factor focus on environmental management programs and activities that
> promote general environmental objectives such as waste reduction, fuel
> efficiency, recycling, etc. Please avoid overlap between your response
> here and your response to *Principal Selection Factor 1*.

##### Secondary Subfactor 1a. Environmental Programs and Actions. 

Please describe any environmental programs and actions you will
undertake to minimize the impacts of your operations on the general
environment.

[^1]: Local area means an area in Alaska within 100 miles of the
    location within the park area where any of the applicable visitor
    services are authorized to be provided.

[^2]: Controlling interest means, in the case of a corporation, an
    interest, beneficial or otherwise, of sufficient outstanding voting
    securities or capital of the business so as to permit the exercise
    of managerial authority over the actions and operations of the
    corporation or election of a majority of the board of directors of
    the corporation. See 36 CFR 13.81(b) for additional information.

[^3]: Huna Totem Corporation has previously been determined to have
    "most directly affected" Native corporation status for Glacier Bay
    National Park & Preserve and does not need to resubmit supporting
    documentation.