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HomeMy WebLinkAboutPR 14541: EDC/INTERNATIONAL ECONOMIC DEVELOPMENT CORPORATION (IEDC) PAYMENTinteroffice MEMORANDUM. To: Mayor, City Council, and City Manager From: Mark T. Sokolow, ,City Attorney ~~,,~ ~.~~~c---~ Date: January 24, 2008 -- Subject: P. R. No. 14541 - Council Meeting of January 29, 2008 Attached is P.' R. No. 14541 authorizing the commitment of the payment of $31,250 to the International Economic Development Council contingent on the-City of Port Arthur Section 4A Economic Development Corporation and other entities providing commitments for the $93,750 and contingent upon the receipt of detailed contract with agreed timetables as to payments and deliverables. This Resolution is contingent on the City Council amending its budget as to provide funding therefore as to the $31,250. MTS:gt Attachment cc: Director of Finance VIA FACSIMILE {409) 962-4445 Floyd Batiste, CEO EDC VIA FACSIMILE (202) 223-4745 Jeff Finkle, President & CEO INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL z . pri4541 . memo P. R. No. 14541 01/23/08 gt RESOLUTION NO. A RESOLUTION AUTHORIZING THE COMMITMENT OF THE PAYMENT OF $31,250 TO THE INTERNATIONAL ECONOMIC DEVELOPMENT COUNCIL CONTINGENT ON THE CITY OF PORT ARTHUR SECTION 4A ECONOMIC DEVELOPMENT CORPORATION AND OTHER ENTITIES PROVIDING COMMITMENTS FOR THE $93,750 AND THE RECEIPT OF A DETAILED CONTRACT WITH AGREED TIMETABLES AS TO PAYMENTS AND DELIVERABLES WHEREAS, the .City of Port Arthur desires to enter into an agreement with the. International Economic Development Council (IEDC) to prepare an economic development strategy focusing on downtown and Pleasure Island; .and WHEREAS, the International Economic Development Council.(IEDC) has submitted a proposal to complete the scope of services for $125,000, which is attached hereto as Exhibit "A"; and WHEREAS, the City Council authorizes the commitment of the payment of $31,250 contingent on the City of Port Arthur-Section 4A Economic Development Corporation and other entities providing commitments for the $93,750; and WHEREAS, unless other entities provide commitments for funding of $93•,750 by August 1, 2008, this resolution will be null and void; and WHEREAS, a detailed contract with agreed timetables as to payments and deliverables needs to be provided. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY z.pr19541 OF PORT ARTHUR, TEXAS: Section 1. That the facts and opinions in the preamble are true and correct. Section 2. That the City Council :herein authorizes the commitment and payment of $31,250 contingent on, _(a) the City of Port Arthur Section 4A Economic Development Corporation and other entities providing commitments for the $93,'750, and (b) the receipt of and approval of a detailed contract with agreed timetables as to payments and deliverables being provided. Section 3. That if the other entities do not make a commitment by August 1, 2008 and if a detailed proposed contract with agreed timetables as to payments and deliverables are not provided by August 1, 2008, then this Resolution is null and void.. Section 4: That this Resolution is further contingent on the City Council's approval of the budget amendment, as contained in Proposed Ordinance No. 5839 Section 5. That a copy of the caption of this Resolution be spread upon the Minutes of the City Council. READ, ADOPTED AND APPROVED on this day of A.D., 2008, at a Meeting of the City Council of the City of Port Arthur, Texas, by the following vote: AYES: Mayor Councilmembers z.pr14591 NOES: MAYOR. ATTEST: ACTING CITY SECRETARY APPROVED AS TO FORM: CITY ATTORNEY APPROVED FOR ADMINISTRATION: CITY MANAGER APPROVED AS TO THE AVAILABILITY OFFUNDS: DIRECTOR OF FINANCE z.pr15 s51 EXHIBIT ~~A" RECEBVED C ~y ~ ~ ~rlr t C:,~, /~ r/f f, I , JAN 2 2 2008 /h, ~, ~ LEGAL DEPARTMENT ~~` ~ ~`~' ' • p.. ~ /I~t r. IEDC PROPOSAL and QUALIFICATIONS PACKED -, Presented to PORT ARTHUR, TEXAS i i CCON 'n1CNT November 21, 2007 P~~ `~E T e it:v:~r i o:~i,~ Oh11C DE~'ELOI co~~NCn. Submitted by: THG.INTI'I2NATIONAL ECONOMIC Di;~'I;LOPI141NT COUNCIL ~~~ ~s"' s~, taw s~dt~ goo R~ashinetou, DC 2000> (202)223-7500 wu~e•.iedconline.org Jeffrey A. Finkle, CLcD P~~esident.tiCEO INTr:RNATIONAL ECONOMIC Df Vf LO I'MENT COUNCIL Mr. Carl R. Griffith Carl R. Griffith X Associates, h)c. 2901 futile Creel: Dr., Ste. k10I Port Arthur, TX 7642 Dear Mr. Griffith: 734 ISth Su'cet NIX/, Sufm 9011- IX/ashinFton, DC 2n0(IS .. l -cl 202.223.7 8(I I I Fas 202.223 i7 i5 www.icdcontincor0 November 21, 2007 It was a pleasure to mee( you on my recent trip to Port Arthur. From that visit, we understand that the City of Port Arthur has identified the need for an economic development strategy, focusing on the downtown and Pleasure Island. We are pleased to have the opportunity m share our experience and services for an International Economic Development Council (IEDC) role in that process. The primary mission of IEDC is to provide leadership and excellence in economic development for communities, members, and partners worldwide. We draw on the experience of our over 4,500 members to help develop and revitalize local and regional economies. IEDC's .Advisory Services and Research Department assists communities in their economic development efforts through client-oriented technical assistance and customized research. Our membership base of local and state eovemment officials, industry professionals, and private consultants, serves as a key resource for identifying best practices. Our technical assistance ranges from helping cities develop economic development strategic .plans to assisting at-risk urban neighborhoods with small-scale revitalization and development. We have provided comprehensive economic development plans for Prince George's County Maryland; Tulsa, OK; Abilene,. TX; Hull, UK; Feicheng, China; Roc}: Hill, SC; and Charlotte, NC. We've also provided strategic planning wor}: for Columbus; OH; New Orleans, LA; Hamilton County, OH; Dallas, TX; Wheeling, Wtl; King County, Washington; and Washington, DC. The attached qualifications provide more detail about the breadth and depth our wor}: on these and other projects. Enclosed is an overview of an economic development strategic planning process, part of the ]EDC Proposal and Qualifications Packet. We propose a process that includes five major steps: 1) Kickoff Meetings, 2) Economic Assessment, 3) Planning Meetings & Research, 4) Subcommittee Plans, and 5) Consolidated Economic Development Strategic Plan.. This approach. includes a focus on community participation, and we place particular emphasis on engaging [he business community. We are available to discuss your particular challenges and opportunities to refine the proposal and planning process to address [he specific needs of Port Arthur. Sincerely, /~c C%~ .ieff Finkle, CEcD President & CEO The Power of ICno\a/ledge and Leadership IEDC Proposal - IEDC Statement of Qualifications IEDC Past Work . Economic Development Strategic. Planning . International Technical Assistance and Strategic Planning Projects . Economic Development Research and Analysis Economic Development Strategic Planning for Port. Arthur, Texas International Economic Development Council (IEDC) The city of Port Arthur, Texas has identified the need for an economic development strategy, focusing on the downtown and Pleasure Island. After recovering from hu[ricane Rita, the city is in a position to grow its economy and improve the quality of life. There is considerable oil and gas investment anticipated over the nexC half-dozen years. Given this economic activity, the city sees the opportunity to develop a sustainable economy with a high quality workforce and services for residents and visitors. IEDC proposes an economic development plan that focuses on those objectives with particular emphasis on the downtown and Pleasure Island. SCOPE OF SERVICES IEDC will facilitate a comprehensive process to develop an economic development strategic plan for Port Arthur, Texas. IEDC will work with the city through a series of issue-specific ,subcommittees that will provide stakeholder input and involvement into the. planning process. We will facilitate akick-off meeting, subcommittee meetings, and a final consolidated session with all of the subcommittees. IEDC will supplement this process through research on best practices. The final output will be a draft and final strategic plan. - The strategic planning process is comprised of the following steps: L Kickoff Meetings II. Economic Assessment III. Planning Meetings, Research IV. Subcommittee Plans V. Consolidated Economic Development Strategic Plan To prepare for the planning process, the cit}' will develop a committee of approximately 20 to 30 public and private leaders willing to participate in the planning process. The participants will be r divided into subcommittees to address specific geographic or topic areas. Task L Kickoff Meetings To get the process started, IEDC will facilitate a series of initial meetings. The initial plenary meeting would include all members of the subcommittees and other stakeholders the city identifies. This meeting will allow IEDC and city leaders to provide an overview of the strategic planning process, the subcommittee structure, and discuss goals and timelines for the process. The session would featm'e a discussion of goals and objectives for the overall plan. The four to six subcommittees will be formed from a larger, ZO-30 person committee selected at the begi[ming of this process. The city will need to designate and arrange. for the meeting location and invite attendees as specified later in this proposal IEDC will work with the committee chair and subcommittee chairs tojointly facilitate the plenary and subgroup meetings: Following this plenary meeting, IEDC staff would meet with each subcommittee to develop a subcommittee specific SWOT analysis and begin drafting goals, sU'ategies, and actions. IEDC will meet with each suhcommiuee, begimcing immediately after the plenary meeting, for two hours over a two and a half da}~ period. We anticipate the planning process to lead to needs for further research and understanding of particular topics to move forward with creating sound economic development strategies. IEDC will work with city staff and the subcommittees to identify topics for supplemental research. The IEDC team will conduct the research and present findings in three to four technical memorandums. The memos will describe die research findings and highlight practical conclusions for Port Arthur. As a practitioner driven organization, IEDC is adept at identifying best practices that are very relevant to local communities. Deliverable: Facilitate initial plenary and subcommittee meetings. Provide written sunaniari.es of the initial plena[~~ a+vl subcommittee meetings AND provide written descriptio~r /outlines of the supplemental resemch and research memorandcun clue dntes. Task II. Economic Assessment .The purpose of this task is to provide a common base of knowledge to establish the goals and objectives of the strategic plan -and process. IEDC will assess overall economic trends and characteristics for Port Arthur including the downtown and Pleasure Island. This will include, but not be limited to: • Demographics, • Employment and tax base, • Business and industrial sectors, • Real Estate (housing, office, industrial, retail, & mixed-use), • Transportation, • Existing and proposed cit}~ economic development programs, projects, polices, and tools • Comparative analysis of l:ey trends and characteristics to nearby jurisdictions It will also include a preliminar}' analysis of city strengths, weaknesses, opportunities, and threats (SWOT). To conduct this work, IEDC will review existing literature and data and interview key public and private leaders. These interviews will take place concurrentl}' with the initial site visit that includes the Task I kickoff meetings. ~ IEDC will prepare a draft report, deliver it to the city, and revise it based on city comments. - Deliverable: Economic Assessment Report mid a sacmmar}~ Pa[a~erPoint presentation. Tasl: III. Plamcing Meetings This phase' will focus on developing each subcommittee's component of the plan. It will include independent wort: by the subcommittees and IEDC-facilitated sessions. bdependent Meetitgs Subcommittees at'e encouraged to meet independently throughout the planning process.' At a minimum, each subcommittee will meet once independently during the time between IEDC's first and second visits to refine their' goals, strategies and actions. The city may wish to assign city staff to assist the subcommittees with their independent work. During this time, IEDC will perform research for three to fom' of the subcommittees as decided in the first phase. IEDC facilitated Meetings Over athree-day period IEDC will assist the subcommittees to further refine and begin finalizing Cheir goals, strategies. and actions. Additionally, the subcommittees will begin to identify resources and responsible parties for the actions developed. IEDC will present initial research findings, including the economic development assessment, to aid this process. IEDC will facilitate a meeting of representatives from each subcommittee. This "cross-cutting" meeting will begin the process to prioritize actions for the overallsn~ategic plan. Deliverables: Facilitate plenary and subconunittee meetings, provide written summaries of al( IEDC facilitated meetings, economic development assessment report. ^ Task IV. Subcommittee Plans This phase will include finalizing each subcommittee's plans. IEDC will facilitate a final strategic planning session with each of the subcommittees to bring the subcommittee process to a close. Prior to the meetings, IEDC will provide members with final research memorandums. IEDC will work with each subcommittee to finalize their action plan and will prepare each subcommittee's final draft action plan. In addition, IEDC will consolidate each of the subcommittee's plans into a draft final economic development action plan for review by the cit}~ and subcommittee participahts. Deliverables: 3-4 research rnenzorandums Facilitate subcommittee rneefings, Subcommittee action plans, Draft consolidated strategic plan. Task V. Consolidated Strategic Plan In this final phase, IEDC will assist the city to prioritize the goals, strategies and actions drafted by the subcommittees by facilitating a plenar}' meeting with city staff, subcommittees, and other stakeholders as identified by the city. From this meeting and from comments received on the draft plan, IEDC will prepare the final 'economic development action plan. Deln~erables: Facilitate plenary meeting, Final consolidated strategic plmz City Participation The strategic platming process is most effective with active participation by cit}~ staff and private sector volunteers. IEDC will need the city to manage the relationship with these participants by encouraging their involvement and contacting them about meetings. -IEDC will work closely with city staff and committee members to develop agendas for each meeting. -IEDC will need the city to arrange logistics including • Invite representatives to Task II economic assessment interviews and secure a meeting location for those interviews, • Schedule plenary and subcommittee meetings and Task II inten~iews over a compressed time period as described in the scope of services, . • Select, reserve and cover costs, if any, for meeting locations, • Invite participants Lo committee and subcommittee meetings, • Make arrangements for and cover the costs of food or refreshments, if they are to be provided for meetings, • Make copies of final, high graphic qualit}~ strategic plan for wide distribution. SCHEDULE The city strategic planning process involves an eight-month effort. Tlie kickoff meetings and economic assessment interviews are held during the first month. The economic assessment takes place during the first three months and report provided in month three during the 2°~ site visit. The independent meetings occur during the first and second months and the subsequent IEDC facilitated planning sessions are held in the third month. The research is prepared throughout this process with the final memorandums due at thebegim~ing of the sixth month; IEDC also prepares the draft subcommittee plans b}' the sixth month. Final subcommittee plans and a draft strategic plan are prepared by the seventh month. Delivery of the final strategic plan is in the eight month. See attached schedule. ' MANAGEtvtENT AND STAFFING Jeff Finkle, CEcD, President 8r CEO of IEDC will oversee IEDC's work. He will facilitate two to three plenary committee meetings and some of the ]EDC facilitated subcommittee meetings. He is also available to meet separately with city leadership as necessary. In addition to his twenty years of experience directing IEDC (formerly CUED), Mr. Finkle is a frequent speaker, national media source, facilitator and trainer in economic development. Ed Gilliland, CEcD, AICP, Vice President and Senior Director of Advisory Services, will be project manager, manage IEDC's technical work, and split, with Mr. Finkle, the task of facilitating the subcommittee meetings. His seventeen years of economic development experience have encompassed all facets of economic development including strategic planning; organizational strategies, and real estate development. Mr. Gilliland directs all of IEDC's local, state, and federal contract work. He has taught IEDC training courses, authored books, and facilitated workshops. Additional staff may include Rebecca Moudry, Senior Associate and Carrie Ridgeway, Senior Associate. BUDGET IEDC will complete this scope of services for 5125,000 including all professional fees and expenses.. This includes four IEDC trips to Port Arthur of two to three staff on each [rip for a total of ten staff trips. The budget breakdown is shown below. Project Initiation, Kickoff meetings $20,000 (includes travel for first visit) Economic assessment 524,500 Planning meetings /site visit. 5;15,500 3-4 white papers 529,500 Subcommittee plans /site visit ~ 519,000 Final plan /site visit 516.500 Total 5125,000 Port Arthur's Strategic Planning Process Schedule Month 1 M h Task One: Kickoff Meetin s 1 2 3 4 1 on 2 t 2 3 M1 1 Mon 2 th 3 3 4 1 Mon 2 th 4 3 4 1 Mon 2 th 5 3 4 1 Mon 2 th 6 3 4 1 Mon 2 th 7 3 4 1 Mon 2 th 8 3 4 Initial Research &Meetin Coordination Kick-Off Plena Meetin I' First Subcommittee Strafe is Plannin Sessions Task Two: Economic Assessment Port Arthur interviews Preparation of Draft Report ~j~~~ .... F.~ ~e '~~ '+R.d ;~~yp..N ?v?.~ ~~~~ `SST. ; e ~ ' ~ - Report presentation Task Three: Plannin Meetin s ~ Subcommittees Meet Inde endentl ~. ~ + ~ ~ y1 ~ 2nd Subcommittee Strategic Planning Sessions ~ ~I , ,, "Cross-Cbttin "Strafe is Plannin Session Research & Prepare supplemental research memos Task Four :Subcommittee Plans _ ~ > : ' , a~ ,~ ^ Submit Research Memos Final Subcommittee Strafe is Plannin Sessions Finalize Subcommittee Plans Task Five: Consolidated ED Plan - - / Draft Economic Development Strafe is Plan Cit & Subcommittees Review Draft Plan ~ - - ~ ~. ~~ Prioritization of Stiate ies Pre are Final Slrate is Plan Deliver Final Strategic Plan /~// IECC~lacililated meeting in city Ongoing work by IEDC or other party as indicated International Economic Development Council 1. QUALII'ICATIONS O~iERVIERi OI` IEDC ~~~ International Economic Development Council ~~ ®~ ~ TIIG 1NTGRNATIONAL L''CONOMIC.DEV(:LOPMLNT COUNCIL (IEDC). formed through the merger of The American Economic IN'rAftnt,S;luld,\I Development Association (AFDC) and the Council for Urban lir: Ullll hll ~ Ut_A'IlUPhI t,V'I L'conomic Development (CUED), is the leading association. serving Cpun'C I I economic development .professionals and those in allied iiclds. IL,DC's more than 4,500 members are committed to building local and regional economies vrorld~a~ide. The key to IEDC's reputation anal steady growth is its access to a large and diverse pool of professionals and the quality of its staff. For mm'e than 30 years, IEDC has been producing quality services that help find solutions to varied issues of economic development. To support these endeavors, IEDC cultivates an ever-increasing wealth of resources that includes: • A history of designing successful conferences and educational events, • Active Advisory Services ~ Research department that fulfills .private and government contracts, • ~ An extensive in-house library and an information clearinghouse that incorporates member and staff expel rise, and • Leading-edge case-study-oriented publications. Membership IEDC's broad international membership includes economic development experts from 'both the public and private sectors. Composed of elected and appointed officials active in city, regional and state development, iEDC's members represent an array of organizations: development agencies; institutions, quasi public development corporations, neighborhood groups and nonprofit organizations. IEDC's members direct nationally recognized programs in communities from urban areas such as Miami, Florida and Portland, Oregon to smaller communities in Flint, Michigan and Abilene, Texas. Private-sector development professionals in the worlds of financing, consulting, utilities, banking and real estate also make up a significant segment of the membership_ These public and private sector professionals aeate a unique constituency of development practitioners who provide a tremendous source of technical and research expertise. IEDC members are invoh~ed in a range of economic development activities including real estate development, commercial revi- talization, job training; infrastructure finance, community development, export promotion, tourism development, industrial rehabilitation and location, and business financing. These members possess a wick range of development skills such as strategic planning, marketing; financial packaging, negotiating and program management. Services & Resources IEDC's primary mission is to develop and revitalize local and regional economies. We recogriizc that achieving this goal is a complex task requiring innovative stategies,. tools and techniques. ~dnLray.S'ervrce.rand To mcet~ [hest goals, IL'DC has established strong programs that /teremclr.rrq(/cnnrplere aualYze and disseminate information, provide educaeional and dozen.rn/Jer/ern/, loccdand professional training opportunities, and improve decision-makers' privurecnnnncr.rrancb r,car responsiveness to economic tlevelopmeni needs. "These services and rnr rr jull rmigrn~eco»runic resources consist of (ethnical advisory services, research, legislative develop,uenrLrs'rree'. tracking and support, publications, an information clearinghouse, conferences, training, certification, and association management. Throughout its history, IEDC has continuously expanded not only its services but the places it assists. Today, IEDC's projects and members work in states across the nation and to countries across the. globe. The enviromnents iirwhich economic growth takes place are as varied as the states and nations themselves, but the tenets of economic development remain the same. Therefore, IEDC has created the International Network of Economic Developers (INED). INED was co-founded by the European Association of Development . Agencies (EUP.ADA), the Australian Regional Best Practice Network (ARBPN). and the Economic Developers Association of Canada (EDAC). INED's purpose is to promote and enable an international exchange of infom~ation, experience and best practices among economic development practitioners and organizations. IEDC is committed to providing its resources and the expertise of its staff and memliers to economic developers worldwide. Advisor} Services Advisory Services helps communities that wish to design or improve their ecm~omic development initiatives. IEDC has more than 20 years of experience and an excellent record of providing technical assistance to commmiities of all sizes. For a fee, IEDC assembles a team of staff and member experts u~ho spend several days in a commmnity to assess the challenges, needs and opportunities of a particular issue or problem. The team's recommendations are presented to the community and are set forth i^ a final report- IEDC has provided this service tluoughoW the United States and abroad. Advisory Services. projects consist of a range of economic development issues including strategic plamiing, organizational structuring, proper[y_ reuse, entrepreneurial development, creating revolving loan fiords, marketing strategies and commercial revitalization. They may also include the. siting of a major league sports arena complex, the siting of a multi-modal transportation center, selection of a rapid transit route, land developmeut, business development and financing. Lr addition, IGDC's Advisory Services department fulfills a number of government contracts. Eor example, IEDC worts with the U.S. Departncm of Energy (DOE) to provide assistance to communities; that are (acing downsizing and closure of DOE facilities. Eor the U.S. 'Department of .liistice (DO.I), IBDC provides .specialized assistance m communities restoring their neighborhoods after periods of intensive law enforcement. Additionally', we conduct research, and publish reports for the Environmental P-rofection Agency (GPAI on Brownfield redevelopment, smart growth, and targeted area redevelopment. Research The Research staff may be engaged to conduct customized research or to~address key issues in a full range of economic development areas. The department fulfills contract work by examining emerging trends in economic tlevelopmertt, studying multi-jurisdiction comparisons and identifying best practices. ~ Staff- also conducts study tours, supen~ises legislative tracking and support services, and oversees IEDC publications. fEDC's research team has worked in communities across the United States as well as communities in ' Western and Eastern Europe. To increase the applicability of its information, IEDC relies on a case- shidy methodology and best practice identification. For example, Research has published a two-volume report on benchmarking and performance monitoring as well as a best practices report on business-driven workforce development programs. Legislative Tracking c'LC. Support IEDC monitors all federal agencies and departments that issue regulations and/or IeRislation pertinent to economic development. At the end of each fiscal year, IEDC publishes a legislative report, which provides a detailed analytical review of changes, proposals and fimding in federal programs that affect economic development. Additionally, an analysis of the proposed federal budget, as ii affects economic development and related programs, is published upon the annual release of the president's budget. Specifically, IEDC tracks budget authorizations and appropriations for the Housing and -Urban Development Depamnent (I-IUD) community' development programs; all Economic Development Administration (EDA) programs; Environmental Protection Agency (EPA) Superfund 2nd brownfields programs; Department of Defense (DOD) base closure assistance; and all Small Business Administration (SBA) programs. In addition, close monitoring of the Department of Labor's (DOL) Workforce Investment Act (W1A) and EDA's regulations are high priorities. Pul)lications In recognition of the various levels of local expertise, the need for timel>~ information and the degree of complexity i^ economic development issues, ICDC publishes several technical and news publications. They are: /6DCpuGlishes' a,ore Than 4t1' »en<rle!lerr a year as well rr.r nlher public'nlio,rs (»cludn,g the Legi.rlrrlna• /leview. Ec•auonric' Derwlnpruen! Nnro. Published ZZ (rotes a year, fEDCs membership newsletter provides a timely snapshot of the economic development field. The newsletter provides the latest trends, best practices; innovations, funding opportunities and activity [hat affect economic developers. The Econnrrric Dore/opnreul Jrnrrrur(is published quarterly and Features in-depth accounts ofimportant programs, projects, and trends from the United States and around the world. Subjects include: urban, suburban, and rural developmem issues; infrastructure Chancing, public-private partnerships, military base redevelopment, and business retention. Special Technical Reports. IEDC publishes reports o^ emerging policy issues or problems of particular concern to local economic development officials. Often, these publications are joint venhrres with other organizations. Technical reports have dealt with joint transit and economic development programs, best practices in defense conversion, bank-sponsored cmnmunity development corporations, and the global exchange of ecatomic development ideas. Information Clearinghouse IEDC operates one of the field's most extensive information clearinghouses. Staff and members collect written materials such as case studies and financial documents that are added to an extensive library. IEDC then provides this analysis, information and research in response [o member inquiries. Conferences IEDC has been creating and mm~ing successful educational events for more than 30 years. Conferences have attracted thousands of /EDCorgm,izesa»d»,m,»ges economic development professionals and firms from across the close m 40 eve»ts ench r,em. nation ~aud the world. IEDC's efforts to bring together a variety of -i»cluding»earlyzp topics and speakers have allowed practitioners to hear from top co»jere»ces, ISlrainur~ economic development experts and meet informally with peers. courser, Gourd »teeti,t~s n»d IEDC conferences are known for their in-depth educational content, ,+~orl,.rhaps. networking opporttmities and providing a forum for discussion. of curreim issues. ICDC conferences cover a wide variety of issues faced by the public- and private-sector developer, including intiastructw~e and large project planning and financing; business attraction and retention, downtown revitalization, strategic planning, community economic development banking, and public-private partnerships. Examples of recent conferences include: /J )'ou B+«/r/ //, 14riI/ Thep C'omc•~ (covering stadiums, arenas and convention centers), the Ecnl~omic Ueve/opnrenr S'unanil in Washington, D.C. (focusing on federal legislative and programr5tatic issues), the Annual Conference, Eapart.riwe•+' and Reloccrlion.t'. and Neighborhood Ecol~ornic Developnrels! and Revilalizalion. Training /EDC.'offerrcrJidl complenreru IEDC' courses are desi rued to - o~hrrinirra courser, pror•irles .. b provide economic development practrhaners urith 'the training they need for their professional cus'mnxzed hnining tool of/er.r g*rowth. The IEDC Training Program focuses on the building blocks o prn~ersinr+al cra~li/ica/iuu of econonuc development and provides up-lo-date tools and progranr. techniques to meet the challenges of the Future. IEDC also has a relationship with the National Development Council, which conducts our finance courses. IEDC n'aining programs offer a variety of benefits to participants. We apply expertise in economic development to desig^ comprehensive training courses to give participants the latest knowledge in the field They also are designed to cover many different aspects of economic development and serve the needs of a large body of professionals. In addition to regularly scheduled • sessions, IEDC offers customized training sessions. IEDC staff can tailor existing courses to meet the unique needs of a particular community. IEDC has developed and currentl}~ delivers courses in 10 areas- introductio^ to economic development, economic development marketing, economic development finance, economic development planning, neighborhood development strategies, entrepreneurial and small business development strategies, real estate redevelopment, business retention and expansion, managing economic development organizations and technology-led economic development. Members-can also take a three-session program on economic development offered by Economic Development Institute (EDI) at ' the University of: Oklahoma. The course provides abroad-based education incorporating shills and subjects economic developers need to deliver economic development programs. Certification Participants in IEDC's Training Program have ehe option to enroll in the Certification Program and become designated as a Certified Economic Developer, CEcD. The certification program recognizes a mastery of principal shills i^ economic development as well as a commihnent to professional growth. The Certification Program is _ international in its applicability and steadfast in its commihnent to training and recognition of economie.developers worldwide. The CEcD exam tests a practitioner's broad based knotvledge in economic development. Rather than testing an individual on their specialty, the test unites the field of economic development and establishes a base line of what is considered the core body of knowledge for economic developers. The exam covers eight core competency topic areas. Association Manaeemet~t IL•'DC provides full-service association management services. Presently, we provide these services for the Association of Defense Communities (ADC, formerly NAID). These services include /EDCnrmu,~erd,e ~ organi-r..alional development (including fintmcial and board A.rrocin~irm nfDe%mrse .. development and the creation of ~s u-alegic objectives), management ' Cnmmuniries(~IDC). and planning services. ICDC manages conferences and events,- . membership retention and development, admiuis[ration, marketing, information services, periodicals and publications, web sites, finances, and other related activities. ADC's mission is to assist individuals and organizations with the conversion and reuse of former military installations. Management of ADC complements IEDC's ongoing work, broadens its network of economic development professionals and brings together a diverse pool of experts, all of whom share the common goal of assisting their communities. The Future IEDC is growing domestically and internationally. As we do so, we continue to strive to contribute to the field of economic development, both in the services we provide and. in how we apply the expertise of our Advisory Sen~ices ~ Research staff. IEDC consistently stays one step ahead by anticipating the educational and professional needs of those in the industry. IEDC is well positioned to provide the entire development community with a central forum where ideas will continue to be created and exchanged. 2. STRATEGIES FOR ECONOMIC DEVELOPMENT ORGANIZATIONS ORGANIZATION ASSESSMENTS AND STRATEGIC PLANNING IEDC PAST PROJECTS Stra(egies /or Economic - Developmen( Organizations - Strategies for Economic Development Organizations IEDC works with comnnmitics to develop neu~ organizational approaches for economic development; define roles and responsibilities for existing agencies; identify caisting and imtovative funding sources; define cooperative joint strategies for cities and regions; and design programs using best practices in economic development Cconomic Development Assessment, Columbus, O[i, 2007 IEDC assisted the City of Columbus, OH in conducting an assessment of its Economic Development Division. The assessment evaluated the division's operations, organizational and programmatic capacity, and staff resources with a focus on business retention. expansiat, attraction, and marketing. IEDC staff prepared a background report, brought an-expert panel for a site visit to meet with key stakeholders in Columbus, and prepared a final report with recommendations based on member expert experience and case- oriented research. IEDC investigated three comparable cities to identify best practices and strategies to improve Che city's effectiveness in business retention, expansion and recruitment. Organization Assessment, 1~'ashington, DC, 2007 IEDC assessed two District of Colmnbia economic development organizations and put forth sceuarids for restructuring. The project " analyzed cunent structures and activities, introduced comparative city economic development organization case .'studies, and offered scenarios of future organizational structures for V/ashington DC. The project was conducted tinder the Deputy Mayor's Office for Planning CL Economic Development. Strategic l;conomic Development Plan, Tulsa, OK, 2005 In association with Development Strategies, Inc (DSl); IEDC assisted the City of Tulsa, Oldahoma in the creation of a strategic economic development plan. The plan is designed to identify specific strategies, actions, and programs to enhance the city's economic and fiscal position, and its competitiveness in the iegimt. IEDC and DSI inventoried current policies and programs, and investigated three comparable cities to identify practices that will help Tulsa. IEDC and Development Strategies, Inc. ,visited Tulsa several times to gather information, meet with key stake-holders, and present t(ie plan. IEDC PAST PROJECTS S(ralegies for Economic Development Organizaf ions The Tulsa Strategic Plan organized 13 economic development topics Ivey to the City of Tulsa. Each topic was identified by one goal followed by objectives and strategies for implementation, as well as priorities. The Plan also defined perfommance measures and benchmarks, along with the key agency or agencies to oversee implementation. Performance schedules by Topic and by lead agency were included. The Strategic Plan was passed and adopted unanimously by the Tulle Cily Council. Prince Ccorge's Counh~, MU, Economic Development Strategic flan, 2005 IEDC facilitated a yearlong economic development shategic planning process that brought together business leaders, community representatives, private and non-profit developers, entrepreneurs, planners, county officials and staff; and other county stakeholders. To stmt, IEDC prepared an economic assessmenCof Prince George's County that reviewed and analyzed the economic, social, and demographic conditions in the county. The county convened six sub- committees to address the major economic development issues in the county and prepare goals, objectives; and strategies. Facilitated by IEDC, the subcommittees addressed workforce and industry development revitalizatiat and redevelopment of established communities, financial tools, technology led development, transit- oriented development, and growing entrepreneurship. IEDC drafted a five-year strategic economic development plan for the county that reflected the work of the subcommittees. To supplement the ~a~ork of dte subcommittees, IEDC also prepared three issue specific white papers on 1) Identifying Targeted Industries, 2) Community Branding, and 3) Impact of Federal Research Facilities. Hamilton Count}~, OH Economic Development Assessment, 2004 For Hamilton County, IEDC assessed the county's role in economic development and provided policy alternatives and reconnnendations for improving the county's effectiveness.. IEDC brought a panel of member experts and staff to Hamilton County to review the following economic development activities: • Current county policies, strategies, programs and priority projects _ • Development and redevelopment area suategies and policies, ' including financing • Strategic planning • Organizational capacity and programs • Business attraction and marketing • Business retention and expansion • Business incubators • Relationships with other agencies IEDC Pasr PROJECTS Strategies for Economic Deve/opmenf Organizations Prior to the site visit, IEDC prepared a background report. At the end of the site visit, the team presented Cheir preliminary recommendations to the Board of County Commissioners. Following the site visit, IEDC prepared a final report that covered analysis of strengths and challenges and recommendations for, strategic planning, image and branding, roles Cor the county's nonprofit economic development company, relationship with Cincinnati, arts district development, rivcrfront development, land assembly, and tax increment financing. IEDC' provided best practice case studies to support the recommendations. Economic Development Marl.cting Strategy, 'town of Islip, NY, 2(103 - 20(14 IEDC worked with the Town of Islip to develop an economic development marketing plan. The IEDC expert panel evaluated and analyzed the past marketing activities of Islip and the region. After meeting with key stakeholders, the team recommended specific goals, objectives and an annual marketing calendar. SpeciSc areas of focus included business retention and expansion outreach, website development, public relations, and use of the airport as a marketing tool. A White Paper of Best Practices for Regional Economic Development - Regional Deneloputeat Corporation of Netn dlesico, 2003 IEDC facilitated a forum attended by economic development stakeholders from local governments, pueblos, state and federal governments; and nonprofits in Los Alamos, Rio Arriba and Santa Fe counties. The group discussed regional challenges, barriers to regional cooperation and suggested strategies to address them. Based on input gathered at the forum, IEDC produced a white paper of best practices and case studies focused on the stakeholders' identified areas of interest: regional marketing; film industry development; regional economic development training for elected officials, and increasing communication among funding entities. Strategic Economic Development Plan - Nest PaLn 6eacl:, Florida, 2003 IEDC prepared an economic. development strategic plan for West Palm Beach and assisted them in their efforts to elevate the importance of economic development to the city; improve viability of and integration between neighborhoods/districts; and inaease organizational capacity, coordination and partnerships. IEDC staff and an expert panel visited the site and met with economic development groups; representatives, of the business community, neighborhood groups, arts and cultural organizations, city departments, the mayor and city commissioners. IEDC prepared a report presenting its findings and recommendatimts. The plan covered all facets of economic development including business IEDC PAST PROJECTS Strategies (or Economic De velopmenl Organizal ions aitntction, retention, and expansion; downtown development; and neighborhood revitalization. Gcoumnic Development. flan - A9atrrrnrs/ur-SusiLui . l6nrnrrg/r, Alrrslur, 2(102. IEDC identified an economic development strategy to improve employment opportunities, stimulate business attraction, and direct , growth patterns in the Matanuska-Sustina Borough. After extensive background research, IEDC visited the Borough to conduct interviews and hold workshops with community stakeholders. The final report highlighted actions to increase the area's economic base, including developing tourism, er:panding telecomnnmications infrastructure, and cultivating select industrial and agricultural opportunities. );conomic Development Strategy - SouUrrvesr Iiiag County, li~aslrirrpton, 2002. IEDC worked with the Southwest King County to define, market, and implement an economic development strategy. IEDC organized a site visit, facilitated an expert panel, and prepared a final report that included an analysis of a previous draft strategy, reconunended appropriate economic development strategies, and listed specific suggested actions to implement the strategies. Abilene Strategic Planning-Abilene, Texrss, 2001 IEDC worked closely wittithe City of Abilene over nine months to assist with a community and economic development strategic planning process. IEDC advised city leadership on the direction and content of the pla^ and facilitated key meetings with five community-based. committees designed to address the major camnmrity and economic development issues in Abilene. IEDC also provided research on ]<ey topics and compiled the final report. The final strategic plan, Abilene Community EsceUence: G'eating the Future fa Abilene, includes 32 separate action plans-of which 12 are priorities-dealing with the major community .and economic development issues identified by the committees. The strategic action plan provides details on goals, strategies, actions, estimated costs, timeframe, and performance milestones and measures. Historic Rock Hill Strategic Planning-Roc/c Hill, Soutlr Carolina, 2001 In Rock Hill, urban core revitalization represents ao important strategic issue for the entire communiq~. To~e~ard that end, the city of Rocl: Hill retained IEDC to conduct a plamting charette for its urban core known as Old Town. IEDC wrote a background report detailing current conditions in the urban core, the City of Rock Hill, and York County and assembled'an expert panel to meet with stakeholders to help detemtiue a vision for Old Town- Goals and strategies were developed based on the planning charette with participation from a IEDC PAST PROJECTS Strategies for Economic De velopmen I Organiza lions number of community groups including Che Council of Neighborhoods. IEDC also facilitated a public forwi~ fo gain input from Rock HiII citizens. The final goals in the strategic plan outline the community's future vision for Old Town as well as the necessary strategies to achieve the vision. The plan outlines how the redevelopment of Old Town can take advantage of historic textile mill sites, proximity to local univcisities, the new economy, antl plagued light rail and trolley systems. Charlotte Strategic Planning-City ofGim•/nue, 2000 In association with Development Strategies, Inc., IEDC assisted the City of Charlotte with strategic planning. IEDC and the prime contractor made recommendations to improve the City's economic development efforts. To aid the process, IEDC prepared 'in-depth case studies on economic development in three cities similar to the City of Charlotte-Austin, Cincinnati, and Phoenix. IEDC investigated how eight areas of economic development are handled. in each of the citiesbusiness attraction, business retention and expansion, industrial developnten[, neighborhood development; workforce-development, technology transfer, major projects; and transit In addition, IEDC prepared profiles of all major organizations active in economic development in each of the three cities. Assessment, Analysis, and Recommendatiats .for the City of Dallas Economic Development Organizations-Dallas, Texas; 2000 IEDC provided assistance in analyzing economic development organizations in Dallas IEDC organized and facilitated an economic development forum. Working with the prime contractor, IEDC made recommendations to improve the services of the City and affiliated' ^onprofit economic development organizations. IEDC also conducted comparative evaluations on economic development in. Atlanta, Kansas City (Ivlissouri), and San Diego. IEDC analyzed the type and effectiveness of economic development activities in these cities. For each city, IEDC identified key economic development organizations, characteristics of each organization, and their role in business attraction, industrial development, ^eighborhood development, and business retention and expansion. )iconomic Development. Planning-Cig~ of Espanola, Neiv Mexica, 2000 IEDC assisted the City of EspanolaIS miles from Los Alamos National Laboratory with a comprehensive economic development strategy. IEDC conducted background research on the City and its issues and barriers for economic development IEDC staff and three economic development practitioners conducted a site visit to Espanola and met with economic development stakeholders. The panelists made reconunendations in five-areas: land use planning and zoning; infrastructure;- economic development organizational IEDC PAST PROJECTS Strategies IorEconomic Development Organizations capacity, including the City's role in business retention and expansion, business attraction, aqd regional economic development education; and performance measurement. Southwest Luliana -Regional Economic Needs Analysis and Economic Dcvclopment Strategy-Inrliann Deprn•uucr+[ of Tra++spor[a[lnzr, 2000 «nr! 19Ib' IEDC studied a 25-county region of Southwest Indiana to assess regional economic development issues in light of a proposed interstate highway. IEDC conducted research and convened an expert panel of economic development professionals. Among, IEDC's findings were: Possible threats to future rail access for commercial and industrial customers; potential constraints to growth posed by workforce development issues; possible electricity supply shortages; high business dependency on highway transportation system; existing business concerns about the quality of the road system; solid regional cooperation for economic development and needs for economic development and transportation planning. IEDC also evaluated economic development options such as rural enterprise zones, tax abatements, improvements to freight rail' handling capabilities, funding for industrial development, high- technology park construction, and job training programs. National Capital Revitalization Corporation Strategic Plan- Ii~arhingma, D. C., 1999 IEDC, acting as a subcontractor, provided zssistance in establishing the newly created National Capital Revitalizatio^ Corporation (NCRC). IEDC helped draft the suggested strategy and spending plan for NCRC. Specifically, IEDC staff sat mi the committees that addressed all issues in forming the new or,anization. IEDC was given responsibility for drafting the fina] plan that went to the Mayor. IEDC also conducted research and wrote four in-depth case studies on best practices in transaction-driven economic development organizations. Each case study included: organizational history, area of focus, resources (budget and staff, funding, powers), governance and decision-riiaking, and organizational strengths and wealmesses. Brownficlds Redevelopment charettes-U.S. Er+vironmenta! Protection Agency, 1997-present As part of a larger contract with the U.S. Environmental Protection Agency (EPA), IEDC is designing charettes-hands-on, participatory workshops-for EPA's Brownfield Showcase Communities. The goal of the charettes is to convene key stakeholders to~talk through concerns and educate each other on the particular brownfield redevelopment areas and issues in their community. At the end of this day-long process, participants create a plan to carry out specific actions. Specific charette topics have included finance, liability, land use and marketing. IEDC has worked IEDC PAST PROJECTS. Strategies (or Economic Developmen( Organizations with Salt Lake City and Lowell, Massachusetts on charettes {or their communities. ' Washington, D.C. L,cunomic. Development Strategic I'lan- N'aslcingtarr, D. C., 19'18 The Department of Housing and Community Development (D11CD) r retained IEDC to coordinate a peer review team to benchmark tlir. District of Columbia's current economic system and recommend ways. to help Washington, U.C. achieve Sts strategic economic development plan. The report examined all aspects of Washington's economic development delivery system, including business retentioq attraction and expansion; entrepreneurship and small business development; economic development finance; workforce development; downtoNm development neighborhood development; oriel land management. Recommendations covered organization and staffing, sh~ategy, finance, small business support, business climate, marketing, and economic development leadership. St. Louis Industrial Development-St. Louis, Missouri, 1998 Acting as a subcontractor, IEDC evaluated tools to facilitate industrial development in St. Louis. Por Phase ] of the assignment, IEDC looked at land assembly, tax increment financing, loan securitization, and HUD Section I08 loans. For Phase It IEDC prepared case studies on land assembly and recommended a land assembly strategy for St. Louis. Nicaragua lconomic Development Strateg}~ Nicaragua, 1998 IEDC participated on an expert panel evaluating I~iicaragua's economic development strategy for large businesses. The pane], which was coordinated by the Inter-American Development Baril<, met directly with the Minister of the Economy and Development and his staff. Virginia Peninsula lconomic Development Organization Restructuring-I rrgirria Peninsula, 1997 IEDC, acting as a subcontractor, provided assistance to the Virginia Peninsula Mayors and Chairs, a group of leaders from the Virginia communities of Hampton, Newport News, fork County, and Williamsburg. IEDC prepared case sh+dies to assist in determining an organizational approach for economic development on the Virginia Peninsula IEDC also- evaluated Ceclrniques for benchmadcing and regional sh~ategies that would create the most effective organization(s). Charlotte Economic Development Organizational Strategy Cltm•[ottc Nw-lh Cnrolina, T997 IEDC worked with the City of Charlotte to evaluate the need for and characteristics of a transaction-driven economic development organization. IEDC prepared case studies, examined Charlotte's IEDC PAST PROJECTS Strategies for Economic Developmen( Organizations existing organizations and recommended options for a new organization. The rccgnunendatioris covered the following aspect::: mission statement, hoard selection and composition, budget, staffing, funding, relations with existing organizations, roles of the public and private sectors, geographic focus, and the focus of activities. Southern Ohio Diversification Initiative-Pihelan, Ohio, 1)Jb'- a znon Comprehen.rine Gcnrrnn~ic Developn~enl Plcuvrinb: A team from IEDC traveled to Waverly, Ohin three times during 19)b to assist the- Southern Ohio~Diversification Initiative (SODI) with their Year 2 plamiing process. IEDC facilitated open plamiing meetings, which generated ideas and project solutions fm~ local u~ansition issues. IEDC compiled the outcomes of the meetings into a strategic planning repair. In 2000; IEDC again facilitated SODPS anmial strategic planning sessions. At the strategic planning session; IEDC was asked to review proposals submitted to SOD] reques[ing funding for economic development projects. IEDC developed criteria by which to analyze the proposals, analyzed the proposals; and offered recommendations to the SODI Board regarding primary and secondary funding priorities. s 3. INTERNATTONAL TECHNICAL ASSISTANCE AND STRATEGIC PLANNING PROJII,CTS IEDC PAST PROJECTS International Projects International Projects Shiheng, China Sustainable "fuWn Development Prujecl -United Nations Industrial Development Organization (UNIDO), 2000 UNIDO-ITPO Chinni contacred IhDC to develop strategies regarding the sustainable economic devclopmem for a rapidly developing industrial community in Peicheng Count, Shandong Province, P.R. China. The study involves researching bell practices and providing key recommendations for industrial development, eco-'- indusGial projects, worldorce development, and real eseate development. Shiheng Tawn, located in the jurisdiction of Tai'an and Peicheng cities, includes a mixhue of heavy and light industrial enterprises, which include mining and exu~active businesses related to the energy sector; building materials industry, chemical industry, and aero-processing. Major issues to address in the study include developing healthy living and working conditions in the town, increasing the capacity of the region to provide jobs and skilled workers, expanding employment oppommities for incoming migrants while minimizing the environmental impact of cuaent and future enterprises. Economic Development Action Plan -Hull Citybuild United 1Gngdann, 2006 Hull Citybuild contracted IEDC to develop a project regarding economic and industry development initiatives in the city of Hu(I, United kingdom. The IEDC project resulted in an action plan detailing recommendations and best practices to implement specific initiatives to strengthen the Hull region's competitiveness and stimulate economic development. Specific topics addressed included value added manufacturing and port logistics, renewable energy, biomedical healthcare, call centers, as well as city regeneration. The action plan focused on the optimal application of the competitive positioning analysis conducted by [BM Business Consulting Services' Global Location Strategies. National Capacities to support Small [3usiness Development Police in Latin America - LrterAmerican Development Bank; 200( This study, conducted in collaboration with the. Later-America^ Development Bank, identifies wealatesses in the process to develop optimum support policies for micro, small, and medium enterprises (MSMEs) in Latin America and the Caribbean. Research and surveys inform on the availability and quality of infomnation regarding MSMEs and presents a cmnparative analysis of the capacity of national. MSML institutions to support small business development The study includes a rating of the institutions' capacity to coordinate the MSML- sector based on the Institutional IEDC PAST PROJECTS - Inlernalional Projects Capacity Index and the proposed creation of an MSME Institution Learning system to devote resources acid luiowledge to improve. MSME public policy and institutional support in Latin America and the Caribbean. Special American Internship "1'rainiug I'rugrxm (SABIT) - US Department of Commerce, 2(1(1(1 The Special American hitemship Training Program (SABIT) is couducletl by the US Deparuneitl of Commerce. IEDC has been selected fo work-with this program and will hose two mid-to senior level interns fiom the Eurasian regio^ for 3 months of hands-on professional training in US business setting, IEDC will receive interns from Russia and the Ukraine. This training program directly supports Eurasian economic and civil society development by encouraging market-based reforms, while generating valuable export and investment opportunities for U-S. industry. US-Russian Partnership Grant - University Research Corporation International, Maryland, and ~ International Ecmtomic Development Council, 2006 'I'bis partnership grant betwee^ IEDC and The Russian Economic Developers Association (ASSET) -of the Inten~ational Center for Social and Economic Research "Leootif Centre" establishes cooperation in the area of international u~aining and exchange ~bcRVeen the two organizations. It broadens .the capabilities of the Russian partner by -transferring experience; kno~e~ledge and other latow-hoir~ from IEDC to ASSET. IEDC invites tu~o representatives from the Leontif Center for a week to participate in IEDC training and research, to take pact in a seminar that focuses on best practice tools in ED, and help identify ways that practitioners use these tools in Russia. Following the US visit; IEDC representatives will attend a weeklong seminar i^ St- Petersburg, Russia. Bulgarian Ecomm~ic Development Association Consulting - 1CMA, Bulgarian Foundation Tor Loca] Government Reform (1' LCR), 2005 IEDC took part in the business plan development for the Bulgarian Foundation for Local Government Reform (ELGR), an L-conomic Development Membership Organization. Part of an hiternational City Management Association (ICMA) team, IEDC participated in the CityLinks program. Linking over 30 municipalities i^ Bulgaria in an economic development network, this program enables ELGR to offer econonic development training, certification, technical assistance, and marketing- IEDC advised FLGR on how to position itself as a membership-based organization of municipalities in Bulgaria. IEDC Pgsr PROJECTS ln(ernafional Projects "G eating Connections fo Build New Global Markets"- International Network for Economic Developers, Atlanta.,. Georgia, September 13-]4, 2(1(10 The hitemational Nelworl: for.Economic Developers' (1NED) Third htternational Summit of Development Agencies, organized by IEDC, brought together economic developers; government officials and small businesses from the United States, Europe, and Canada. It focused on practical methods to assist small businesses compete in the global market place. The program was organized for economic development professionals to learn how to assts( small business develop their global business capabilities. Adjusting to Nuclear Defense Downsizing: Russian Nuclear Cities Initiative-U.S. Department of Energy, ]999 Under a larger contract from the U.S. Department of Energy, IEDC prepared a policy briefing on lessons learned in local U.S. conunuoities responding to'the economic impacts of nuclear defense downsizing and their application to the Russian context. While IEDC found that Russia's profound legal and economic differences made the transfer of national policy impossible, it did find evidence of effective policy transfer at the local level This was-most effective when Russian local economic adjustment was driven by proactive, business-minded elected officials. Mobilizing Community Resow-ces for Local Economic Development in Central and Eastern Europe and the Newly Independent StatesICMA/U.S. Agency for International Development, 1999 IEDC worked with the International City/Cowity Management Association to produce a final report that summarized the main themes, findings, conclusions and recommendations developed during the November 9-12, 1995, conference in Bucharest, Romania on mobilizing local resources for economic development. The conference was sponsored by U.S. AID, the Council of Ewope, the World Bank and the Soros Foundation. Perfarurmrce [l9orri[oring: Aclriening Excellence in Economic Derelopnren[ ~ (puhlicatimt)-Economic Development Administration, 1999 IEDC partnered with Deloitte ~ Touche and Greater London Enterprise to prepare the second report in a two-part series on benchmarking. IEDC created the report to help economic developers understand the potential of using performance monitoring to improve program results. This report is a companion volume to an earlier IEDC report. Benchmarldng Practices' [o Achieve Cuslwner Driven Economic Development. This volume looks at the uses of - performance measurement in six program areas: (1) infrastructure; (2) economic development finance; (3) workforce development; (4) metropolitan and regional economic strategies; (5) neighborhood IEDC PAST PROJECTS International Projects revitalization; and 6) Enterprise Zones, Empowerment Zones and Enterprise Communities. Uarlertr!«ndirrg Lncai Economic Develnpnrea! in Cerura! turd Gaslern Brrrope mu(,Ure Newly ledeperuleni S[«tes (CEE/NIS) Regina: Arr /a6vu6rclina (Publication)-U.S. Agency far International Devclirpmeni, ])98 IEDC, acting ,as subcontractor, researched local economic development initiatives in Central and Eastern Europe and the Newly Independent States _lo develop a set of six brieLng papers fa USAID, outlining the basics of doing economic development for communities in that region: The papers included: {1) "Overview: Local Economic Development in Central and Eastern Europe and the New Independent States," (2) "bVhat is Local ~Gconomic Development?" (3) "Who Does Local Economic Development?," (4) "Economic Development Processes: Strategic Planning," (5) "Economic Development Tools: hrfrastruchrre," and (6) "Economic Development Tools: Business Assistance." To complete these papers, IEDC researchers went to Poland, Hungary and Bulgaria and met with local. officials, business associations, central government representatives, nongovernmental organizations and other stakeholders. Nicaragua Economic Development Strategy-Nicaragua, 1998 IEDC participated on an expert panel evaluating Nicaragua's economic development strategy. for large businesses. The panel, which was coordinated by the Inter-American .Development Bank, met directly with the Minister of the Economy and Development and his staff. Study Tow of Public-Private Partnerships for a South African ' Delegation-U.S. Agency Tor International Development, 1997 IEDC organized a tour of U.S. public-private partnerships for a visiting South African delegation. The delegation came finro the community of Harrismith, South Africa. It comprised business, community and political representatives who were working together to develop apublic-private partnership for economic development. The tour, funded by the U.S. Agency of International Development (U.S. AID) South Africa, was designed to teach the delegation how to set up and manage a public-private partnership to achieve economic development objectives. Stud}~ Tour of Local Economic Development in Eastern and Western Cermany~7erman Marshall Fund, ]997 V/ith a grant from the German Marshall Fund, IEDC organized a study tour for IEDC staff and members. The tour was of local economic development initiatives in L-astem and Western Germany. The purpose of the top was to learn about local economic development problems in Eastern Germany, share experiences and IEDC PAST PROJECTS International Projects develop networks to identify areas for join) work and regular information exchanges. Aurericrrn SrrburG«rriin[inn: /[s' Econarric mul Soci«! Gffec[a' on tl+e Ce«trrr/ Ciq~ (publication)-Organisation for Ecmwmic Co- operation and Development, 19)7 This paper, conunissioned by the OECD addresses tlic process of suburbanization as experienced in the United States. ll was written to educate other countries about U.S. growth patterns to help them manage their own emerging suburbauization problems. The report documented that the American experience is atuibutablc to a range of factors including the abundance of land in the United States, dependence on the private automobile, an extensive freeway system within metropolitan areas, greater suburban political and economic independence, federal policy biased toward suburban growth, higher crime rates in cental cities, a lack of concern for the historical central city, a tact: of accounting of the costs of infrasnmchire, and greater ethnic and social variance. Local Ecmromic and l;mployment and Development Program (LE1D) LEED, asub-group of-the Organisation for Economic Cooperation and Development (OECD), analyzes the dynamics of job creation and economic development through locally based initiatives. IEDC is a partner in the LEED network. Unite[l .Stales Utilities ur Ecarromic Deveiopn:en[-Scottish Enterprise Operations, 1995 IEDC produced a report that examined the role of utility companies in economic development- The study looked at why utility companies participate i^ economic development, and what programs and services they provide to businesses `and the regulatory environment in which this happens. This study also looked at umnerous types of utility companies, such as electric, gas, telecommunications and water companies. This study also examined the populations these utilities serve with special attention to urban and Waal distinctions. 4. ECONOMIC DEVELOPMEli~T i~._I.!.SEARCH AND ANAL~~sIs IEDC PAST PROJECTS Economic Developmen! I Research & Analysis " Economic Development Research amd Analysis IGDC's Advisory Services and Research Deparm~ent eonsistenCly stays abreast of major issues and new trends in economic development. This research helps practitioners broaden their undersrmding and enhance the effectiveness of economic development tools and techniques. Additionally, with its expansion into international economic development, the daparnnent is more capable then ever of tapping into resourcessuch as case studies, research and .networks to provide clients with timelyand useful inforniation. , Economic Development «nd Snuu•t Grnmth: (publication) - U.S. Environmental Protection Agency, August 2006 IEDC's Ecavomic Development aad Smart Growth presents eight case studies on communities that incorporated smart growth principles in their development projects and have experienced economic development improvements in the form of increased tax revenue, more jobs, higher income levels, downtown revitalization, business growth, and other indicators of economic success. The case studies range from the use of transit-oriented development in Portland, Oregon, where light rail has sparked $3 billion in new development, to commercial corridor. revitalization in Pittsburgh, Pemisylvania where it has nearly doubled the per capita income i^ the south side of the city. IEDC's case-based research provides direction for local government officials, economic development professionals, and all those concerned with the future of their communities. Internatim+al Brorrnfre[ds Rerlevelapmenl (publication) - U.S. Gm~ironmental Protection Agency, Tebruary 2005 IEDC's publication Galernational Brown~elds Redevelopment describes and compares the approaches to redeveloping contaminated land in Canada, the United Kingdom, the Netherlands and Germany. Funded by a grant from U.S.'EPA, the publication reviews each country's regulatory environment, planning processes, redevelopment practices and funding sources. The focus extends beyond contaminated property issues to encompass redevelopment more broadly. Case studies help illustrate how different countries' economic and legal frameworks and social goals affect the redevelopment process. IEDCPgsrPROdecrs Economic Development I Research & Analysis TmgefedArea RedeneGgiueen/ (pnblication), U.S. Environmental Protection Agency, 2005 This publication examines care issues and best practices in targeted area redevelopment, which derives synergy from the improvement of multiple properties. In targeted area redevelopment, localities, with slate enabling legislation and through a public participation process, - designate physically, economically and. underutili-r_ed areas for redevelopment. IEDC's research is based on interviews and information from redevelopment practitioners across the country, focusing on nine states. Our research builds ou the experiences of best practice cities and states, with goals to make targeted area redevelopment stronger where it is already iri place, and help cities and states adopt it in areas where needed. IEDC reviewed the approach of states that have successfully implemented targeted area redevelopment, identified best practices, aad explored ways to improve redevelopment at the ' policy level. Michigan Urban Agenda: Best Practices in Urban ' Redevelopment-Michigan Economic Development Corporation (MEDC), 2001 IEDC assisted the Michigan Economic Development Corporation (MEDC) with the development of an Urban Agenda for the state of Michigan. To assist MEDC in this effort, IEDC conducted research on best practices in urban redevelopment The firs phase included a survey of best practices covering all aspects , of urban redevelopment-from predevelopment to construction. After working with MEDC to identify priority areas for further research, IEDC conducted i^-depth case'study research of best practices in those specific areas of interest to MEDC. IEDC examined land assembly and acquisition, market-rate housing, and building code revisions for rehabilitation. Com~ertingllroronfields In Green Spnce (publication)-U.S- Environmental Protection Agenc}~, December 2001 This publication shows that many communities are finding unique social, economic, and environmental benefits from turning brownfields into parks and open space-benefits such as recreation opporninities and hansportation choices, restored natural environments, improved community appearance and perception, and higher surrounding property values. The report includes 25 case studies illustrating innovative brownfield redevelopment projects in the United States and provides information on finding sowces, liability, and creative partnerships. The publication is intended to assist local practitioners to develop their own strategies for creating valuable public green spaces from brownfields. IEDC PAST PROJEC75 Economic Developmenl I Research & Analysis llrnrvafreldr Iteu.te Report (publication)-XL Environmartal lnc., 20(1] and 200(1 Under contract with the environmental insurance firm 7CL Environmental, IEDC researched and wrote the QrownJie/ds Rearse Repot in 2000 and 2001. The report is a hrownficlds media review. XL Environmental staff gathered approximately 400 brownfields- relatedarticles fi~om newspapers and jountals throughout the United Slates. IEDC staff analyzed the articles, which discussed both specific brownfields projects and genera( brownfields programs in regions and states. The report outlines the trends in site size, type of reuse, governmental involvement, public participation, remediation methods, funding, and other topics. SLategie.r for Reim+enturb Cities (publication)-U.S. llepartment of Iiousiug and Urban Developmenl, 2001 ` Under a subcontract, IEDC conducted research for HUD an the economic transformation of six cities: Denver, CO; Oakland, CA; Boise, ID; Fargo, ND; Almon, OH; and Newark, NJ. IEDC completed in-depth case studies on each city. HUD combined IEDC cases with those of the prime contractor and published the report: Strategies for Success: ReirrverNing Citiesjor the 2l" Cenhn7+. Non-Traditional Financing Options for- Real Estate Development-City of Hartford, Comrecticut, 2000 As a subcontractor, IEDC investigated options available to the City of Hartford for real estate development and redevelopment. The project focused on non-traditional funding sources for small- and large-scale projects. In addition to identifying financing options, IEDC developed nmltiple scenarios to show how a development deal -- could. be structured using traditional and non-traditional financing with special attention to three cunent Hartford projects. Additionally, IEDC explored innovative techniques such as resident- based equity capital, historic preservation easements, transfer of developmentsights, tenant financing, and tax-increment financing. Revitalization through Lrterjm-isdictional Partnerships: Lessons for Georgia Avenue-Washington, DC, DC Abenda, 2000 For DC Agenda's efforts to facilitate the revitalization of Upper Georgia Avenue (Silver Spring, Maryland and Washington, DC), IEDC conducted research and prepared in-depth case studies on successfid multi-jurisdictional revitalization efforts. IEDC. prepared four case shidies on imrova[ive interjurisdictional cooperation including: a special improvement district that includes both Philadelphia and Lower Merlon Township; a nonprofit organization that coordinates the revitalization activities of a tluee-county, 13- community conidor in fire Detroit region; a joint planning and revitalization process between the City of Oakland and a wealthy suburban neighbor; and amulti-jurisdictional special improvement district in San Diego. IcDC PAST PROJECTS Economic Development I Research & Analysis lconomic Development Survey-Commonwealth of Puerto Rico, 2000 IEDC conducted a comprehensive suvey of the economic development framework in the Conuuouwealth of Puerto Rico. ILDC found Puerto Rico's informal political structures and movement toward non-labor intensive iudushies, geographic location, connection to U.S. governing systems, bilingual and bi- cultural society important aspects of economic development as Puerto Rican officials look toward the potential of globalization. f(ea[ E.r[ute Redevelopruenl aarl Reuse: An Ec•nunmic Deve[opnreul Prnc1[tioner''s Guide (publication)-Uconomic llevelopment Administration, 2000 The book serves as a reference-and how-to manual for economic development professionals looking to redevelop property and areas. It covers topics such as building reuse options, land assembly, public participation, parking, financial analysis, economic impact, environmental issues, developer requests for proposals, and developer approvals and agreements. The publication discusses .various private, federal, state and' local sources of funding and the strengths and weaknesses of each. The book also summarizes the characteristics of building reuse ttuough a survey of 57 projects across the country. Ecoeonz[c Deve[opnrent Performrnrce Aleasurenierzt: Kei: Frrcta•s hzfluencuzo Ena[uation Me[hods anrl Measurenreut I;esu[ts (publication)-U.S. Department of Snerey~, 2000 This white paper evaluates definitions and procedures for the performance measures that.are frequently used to evaluate federal economic development investments. Titis report takes a critical look at the indicators used by federal agencies-specifically, jobs created and costs-per-job. Additionally, the report ]oolcs at definitions of jobs, the methods used to calculate cost per job, and factors that influence job creation and cost figures. The report concludes.with a set of recommendations for imprdving the use of these indicators in evaluating economic development efforts. flrnrrnfic[r[s Redene[opnreul_ Pezja'nuurce Evalurr[[ar; (publication)-U.S. >nvironmental Protection Agenc}~, October II99 This report provides research to determine benchmarks discrete. measurable indicators that can be evaluated and applied to a wide variety of brownfield redevelopment projects. The benchmarks focus ~on economic development benefits-primarily jobs created and leveraged private sector fw~ding. This research provides iitsieht on how 107 brownfield deals.around the country were struchzred and ~fnanced. ]t provides practitioners with a better understanding of the dynamics of real estate deals invoh~ing contamination. Most IEDC PAST PROJECTS Economic Development Research &.Analysis importantly, this report fills an important gap in brownfields shidi es, which has heen criticized for the lack of empirical research. Best Practices in Business-Driven State World'orce Development Programs-Texas Workforce Commission, ]999 Asa subcontractor, IEDC prepared a report documenting case studies in best practices of business-driven state workforce development programs. The report cited programs in California, Massachusetts; .Michigan, North Catalina and Wisconsin. The purpose of the report is to demonstrate successful ~a~ays state workforce development programs marker their services to businesses. Per%orurrmce Monitoring: Achienieg Ezc•ellence i^ Econonuc Development (publication)-Economic Development Administration, 1999 IEDC partnered with Deloitte ~ Touche and Greater Londo^ Enterprise to prepare the second report in a two-part series on benchmarking. IEDC created the report to help economic developers understand the potential of using performance monitoring to improve program results. This report is a companion volume to an earlier IEDC report, Benclvnarking Practices to Achieve Customer Driven Economic Development. This volume looks at the uses of performance measurement in six. program areas: (l) infrastructure; (2) economic development finance; (3) workforce development; (4) metropolitan and regional economic strategies; (5) neighborhood revitalization; and'6) Enterprise Zones, Empowerment Zones and Enterprise Communities. Mobilizing Community Resources for Local Economic Development in Central and Eastern L<urope and the Newly Independent States-ICMA/Agency for International Development, 1999 IEDC vrorked with the International City/County Management Association to produce a final report [hat summarized the main themes, findings, conclusions and recommendations developed during the November 9-12, 1998 conference in Bucharest, Romania on mobilizing local resources for economic development. The conference was sponsored by U.S. AID, the Council of Europe, the Wald Bank and the Soros Foundation. Undens[andb+g Local Economic 'Development in Cerrnal ant! Eastern En rope and [de Nerolp Lidepenrlent Slates (CEE/ArJSJ Region: An L+noducliorr (publication)-U.S. Agcnc~~ fm' International Development, 1998 IEDC, acting as subcontractor, researched local economic development initiatives in Central and Eastern E-urope and the Newly Independent States to develop a set of six briefing papers for USAID, outlining the basics pf doing economic development for IEDC PAST PROJECTS Economic Development Research & Analysis communities in that region. Tlie papers included: (I) "Overview: Local Economic Development in Central and Eastern Europe and the New Independent States," (2) "What is Local Economic Development?" (3) "Who Does Local Economic Development?," (4) . "Economic Development I'irocesses: Strategic Planning," (5) . "Economic Development Tools: Infrastructure," and (6) "Economic Development Tools: Business Assistance." "1'o complete these papers, IEDC researchers went to Poland, Hungary and Bulgaria and mgr with local officials, business associations, central government representatives, nongovernmental organizations and other stakeholders. Changing Management Practices in Economic Development Lrcentive Programs-Cleveland State Universit}~, 1`197-1998 O^ subcontrace, IEDC undertook e l2-state shrdy to determine whether changing incentive-management practices emerging in economic development were malting local governments more accountable [o the public. This v,+as part of a larger study evaluating the state of Ohio's ensemble of economic development programs. The study looked at the increasing use of performance-based incentives in economic development programs. The study determined how these methods were chancing the management of economic development. , American SuburbaaiE«tion: Its Ecar«inic and Soci«! Effects on Ore Cenn~«1 Citp (publication)-Organisation for >;conomic Co- operation and Development, 1997 For the Organisation for Economic Co-operation and Development (OECD), IEDC produced a publication providing an overview of the suburbanization process in the United States. The report seeks to explain the unique American experience of suburbanization and how its progression. has had widespread consequences on the economic health of the central city. The report includes sections on historical reasons for the flight of businesses and people from the im~er city, social and economic impacts of suburbanization, and government responses that could alleviate the negative impacts. Irfcentives: A Guirle to «n Effective and Equitable Polict+ (publication)-Economic Development Administration, 1996 IEDC published a report summarizing and comparing current practices in business attraction. The publication's case studies and examples were chosen as guides for economic development practitioners to use when developing their own recruiting and retention policies. The work discusses types of incentives, their efficiency in achieving community goals, ~ and ways to Iinl: performance with the value of the incentives. IEDC PAST PROJECTS Economic Development Research & Analysis ' . llenclrnurrkiu~ Prac[ices In Aclriene Customer Drrnen Ecnnanuc Denelnpnrent (publication)-L,conomic Development Adminishatiou,1J96 IEDC and PI-Ili PanRis Consulting published Chc first oCa ttiro- volume set on benchmarking in I>9G. The document ~irescnts best practices in evaluating standard economic development initiatives: industry attraction and retention, technology transfer prograo~s, business incubators and research parks, dotimrown development and capon assistance programs.