Butler County Integrated Development Budget Project Team Meeting February 13-14, 2013 By Don Iannone, Sourcing Office Council of Governments
Check-In around Today s Agenda Vision and Mission Statements Review Survey Data Review (Preliminary) Observations Data and analytics Vision and mission Check-Out around Next Steps Refine survey data Public finance picture Economic development profile Agenda 2
Operating Budgets Butler County Economic and Community Development Outcomes Incentives Infrastructure IDB s Three Components 3
Shared Vision and Mission (Whole and Parts) Integrated Development Approach Collaboration and Information-Sharing Financial Framework and Strategic Investment Model Data and Analysis Coordinated Investment Performance Metrics Tools (Online and Other) Key IDB Approach Elements 4
Top Three: Physical Infrastructure Technology/Fiber Workforce Others: TBD Spend some time today framing these a bit Pilot Test Areas 5
The Integrated Development Budget (IDB) approach will improve the efficiency, effectiveness, and beneficial impact of public and private sector investments in economic and community development projects in Butler County by: 1. Providing useful new financial and economic analysis tools and data to support improved investment decisions by countywide and community development-related organizations. 2. Providing new mechanisms for collaboration, information sharing, analysis, and coordinated investment by countywide and community development organizations. 3. Providing new innovative financing strategies for economic and community development projects in Butler County. Project Mission Statement 6
Butler County communities will increase prosperity and economic development competitiveness by investing in development projects that contribute to quality and sustainable growth. The Integrated Development Budget (IDB) approach will help countywide and community development related organizations to make these types of investments. Project Vision Statement 7
Which of the following descriptions best describes the organization for which you work? Answer Options Response Percent Response Count County Economic Development 12.5% 1 County Community Development 0.0% 0 County Planning 0.0% 0 County Infrastructure or Public Works 25.0% 2 Information Technology (Fiber/Broadband Provider) 0.0% 0 Municipal (City or Village) Infrastructure or Public Works 0.0% 0 Township Infrastructure or Public Works 0.0% 0 Municipal (City or Village) Economic Development 37.5% 3 Municipal (City or Village) Community Development 0.0% 0 Municipal (City or Village) Planning 0.0% 0 Chamber of Commerce 0.0% 0 Workforce Development Organization 0.0% 0 Small Business Development Center 0.0% 0 Port Authority 0.0% 0 Township Economic Development 12.5% 1 Township Community Development 12.5% 1 Township Planning 0.0% 0 Other (please specify) 1 Organization Type 8
What is the geographic area that your organization, department, or agency serves on a regular basis? Answer Options Response Percent Response Count Municipality (City or Village) 33.3% 3 Township 22.2% 2 Butler County 44.4% 4 Multiple Cities but Not Entire County 0.0% 0 Multiple Counties or Region 0.0% 0 Other (please specify) 0 Geographic Service Area 9
What is the primary role of your organization, department, or agency? Answer Options Response Percent Response Count Economic Development 50.0% 4 Community Development 12.5% 1 Workforce Development 0.0% 0 Planning 0.0% 0 Infrastructure and Public Works 25.0% 2 Information Technology Infrastructure (Fiber/Broadband) 0.0% 0 Public Finance 12.5% 1 Philanthropy 0.0% 0 Business Advocacy (Public Policy) 0.0% 0 Other (please specify) 1 Primary Organization Role 10
How many fulltime equivalent employees work for your organization, department, or agency in each of the following areas? Answer Options Part of 1 Person 1 Person 2 People 3 People 4 People 5 People More than 5 People Economic Development 3 3 0 0 0 0 1 7 Community Development 2 0 0 0 1 0 1 4 Planning 0 5 1 0 0 0 0 6 Public Works or Infrastructure 0 1 1 0 0 1 2 5 Gas, Electric, Water, and Wastewater Service 0 0 0 0 0 0 1 1 Building Services and Permits 1 0 1 1 0 0 1 4 Technology/Information Technology Infrastructure (Fiber/Broadband) 1 1 0 1 0 0 1 4 Philanthropy 1 1 0 0 0 0 0 2 Other (please specify) 1 Response Count Employees 11
Which of the following Development-Related Services does your organization, department, of agency directly perform on a regular basis? Please check whether these services are primary or secondary roles of your organization. Answer Options Primary Role Secondary Role No Role Response Count Existing Business Retention and Expansion 6 1 1 8 New Business Recruitment (Both Domestic and International) 6 1 1 8 Small Business Assistance 2 4 2 8 Seed, Venture, and Growth Capital Provider 0 2 6 8 New Venture Start-Up and Entrepreneurial Assistance 1 1 6 8 Minority Business Development 1 2 5 8 Business Sites and Buildings Assistance (Real Estate) 6 1 1 8 Downtown Development and Promotion 3 1 4 8 Neighborhood Development 3 1 4 8 Economic Development Incentives (Financing, Tax Incentives, Other) 6 0 2 8 Business Advocacy (Public Policy) 1 4 3 8 Area Marketing and Promotion 4 3 1 8 Infrastructure, Utility, and Public Service Assistance 2 5 1 8 Export Assistance (International Trade) 0 3 5 8 Tourism Promotion/Convention and Visitors Bureau 0 3 5 8 Business-Business Networking 0 5 3 8 Workforce Training (Classroom or On the Job) 1 1 6 8 Employment Services (Employee Testing, Screening and Selection) 0 0 8 8 Labor Market Information Provider 1 3 4 8 Business Site Selection Data and Information Provision 6 1 1 8 Grant Provider (Philanthropic) 0 2 6 8 Community Planning 3 4 1 8 Countywide Planning 1 4 3 8 Development Site Planning 4 2 2 8 Land Use Planning 4 4 0 8 Zoning Assistance 4 2 1 7 Building Permit Provider 3 1 3 7 Grant Information or Assistance (State or Federal Government or Private Philanthropy) 3 2 3 8 Other (please specify) 1 Development Services 12
Which of these industry groups do you work with on a regular basis to encourage their retention and/or growth in your service area? Answer Options Major Attention Some Attention No Attention Response Count Old-Line Heavy Manufacturing (Example: steel, metalworking) 3 3 2 8 Newer Advanced Manufacturing (Example: electronic industrial controls) 4 3 2 9 Light Manufacturing (Example: electronic assembly operation) 4 2 2 8 Agriculture (Example: farming, agricultural services) 1 3 4 8 Arts, Entertainment and Amusement (Example: private art galleries, movie theaters, amusement parks) 1 3 4 8 Hospitality (Example: hotel or motel services) 1 5 2 8 Educational Services (Example: College or University) 3 2 3 8 Healthcare/Medical Services (Example: hospitals, allied health, nursing homes, hospice, doctors practices) 4 3 2 9 Warehousing and Distribution (Example: consumer or industrial products) 3 3 3 9 Transportation Services (Example: trucking, shipping services) 3 4 1 8 Oil and Gas Drilling 1 1 6 8 Construction Services (Example: home-building, industrial construction) 2 3 3 8 Retail Trade Services (Example: grocery stores, clothing, home furnishings, auto dealerships) 4 2 2 8 Consumer Services (Example: dry cleaning or home repair) 4 1 3 8 Computer and Information Technology Services (Example: IT consulting or design) 3 4 2 9 Professional Business Services (Example: legal or accounting) 3 3 2 8 Financial Services (Example: banking and insurance) 3 4 2 9 Technical Services (Example: engineering services, lab testing services, architectural services) 3 3 2 8 Other (please specify) 0 Industry Targets 13
Does your organization, department, or agency provide local economic development incentives to businesses? (Incentives includes grants, tax abatements, tax credits, loans, and other forms of financial assistance) Please indicate those types of incentives you provide. Answer Options Yes No Response Count Tax abatements 5 4 9 Tax credits 3 6 9 Tax increment financing (TIF) district 5 4 9 Joint economic development district (JEDD) 4 5 9 Loans 3 6 9 Loan guarantees 3 6 9 Workforce grants 1 8 9 Community development block grants 3 6 9 Other grants 2 4 6 Other (please specify) 2 Incentives Provided 14
Please identify the major performance measures your organization, department, or agency uses to assess the impact of economic development projects on your service area. Answer Options Use always Use sometimes Never use Response Count Dollar value of private investment (by company or developer) 5 3 0 8 Job creation or retention 6 2 0 8 Payroll generation or retention 6 1 1 8 Local tax generation or retention 6 1 1 8 Pay level of jobs retained or created 5 1 1 7 Job skill level (for example high skill positions) 4 2 1 7 Type business operation assisted (manufacturing, technology, headquarters, etc.) 4 3 1 8 Local purchases by company assisted 0 4 3 7 Other (please specify) 0 Metrics 15
Organization 2007 2008 2009 2010 2011 2012 2013 2007-2013 Butler County Port Authority $100,000 $100,000 $200,000 $100,000 $70,000 $60,000 $130,000 $760,000 City of Monroe, Ohio NA NA $54,942 $127,196 $129,078 $77,750 NA $388,966 West Chester Township Butler County $300,00 $300,000 $0 $0 $0 $40,000 $40,000 $380,000 Liberty Township City of Hamilton - Department of Economic Development $1,354,977 $1,074,497 $2,429,474 City of Trenton (Butler County, Ohio) $26,842 $58,846 $76,837 $77,066 $64,293 $80,918 $80,860 $465,662 Butler County Transportation Improvement District Totals $126,842 $458,846 $331,779 $304,262 $263,371 $1,613,645 $1,325,357 $4,424,102 ED Operating Budgets 16
Organization 2007-2013 Totals 2007 2008 2009 2010 2011 2012 2013 Butler County Port Authority $- $- $- $- $- $- $- City of Monroe, Ohio $- $- $- $- $- $- $- West Chester Township $958,891 $1,046,117 $1,119,970 $1,092,353 $1,038,558 $954,741 $6,210,630 Butler County $1,600,000 $1,600,000 $1,900,000 $2,200,000 $2,400,000 $1,900,000 $1,600,000 $13,200,000 Liberty Township City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) $78,267 $91,645 $81,323 $105,488 $76,627 $81,100 $87,725 $602,175 Butler County Transportation Improvement District Totals $2,637,158 $2,737,762 $3,101,293 $3,397,841 $3,515,185 $2,935,841 $1,687,725 $20,012,805 CD Operating Budgets 17
Organization Planning Budget 2007-2013 Totals 2007 2008 2009 2010 2011 2012 2013 Butler County Port Authority N/A N/A N/A N/A N/A N/A N/A City of Monroe, Ohio NA NA NA NA NA NA NA West Chester Township Butler County $65,000 $65,000 $68,000 $74,000 $74,000 $59,000 $59,000 $464,000 Liberty Township City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) Butler County Transportation Improvement District See ED/ CD Totals $65,000 $65,000 $68,000 $74,000 $74,000 $59,000 $59,000 $464,000 Planning Budgets 18
Organization Tax increment financing Tax (TIF) abatements Tax credits district Joint economic development district (JEDD) Loans Loan Workforce guarantees grants Community development block grants Other grants 2012 Totals Butler County Port Authority $- $- $- $- $100,000 $150,000 $- $- $1,800,000 $2,050,000 City of Monroe, Ohio West Chester Township $1,200,000 $3,000 $1,203,000 Butler County $600,000 $- $- $- $210,000 $- $- $2,400,000 $1,400,000 $4,610,000 Liberty Township NA NA NA NA NA NA City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) $- $- $- $- $- $- $- $50,000 $- $50,000 Butler County Transportation Improvement District Totals $1,800,000 $- $- $3,000 $310,000 $150,000 $- $2,450,000 $3,200,000 $7,913,000 2012 Incentive Spending 19
Organization Tax Tax increment financing Joint economic Loan Communit y developm abatemen Tax (TIF) development guarantee Workforce ent block ts credits district district (JEDD) Loans s grants grants Other grants Totals Butler County Port Authority $- $- $- $- $- $- $- $- $- $- City of Monroe, Ohio West Chester Township $1,300,00 0 $3,000 $1,303,00 0 Butler County $800,000 $- $- $- $210,000 $- $- $1,700,00 0 $1,300,000 $4,010,00 0 Liberty Township NA NA N/A N/A N/A N/A N/A N/A N/A City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) $- $- $- $- $- $- $- $- $- $- Butler County Transportation Improvement District Totals $2,100,00 0 $- $- $3,000 $210,000 $- $- $1,700,00 0 $1,300,000 $5,313,00 0 2011 Incentive Spending 20
Tax increment financing Communit y developme Tax abatement (TIF) Joint economic development Loan guarantee Workforce nt block Organization s Tax credits district district (JEDD) Loans s grants grants Other grants Butler County Port Authority $- $- $- $- $- $- $- $- $8,000 $8,000 City of Monroe, Ohio West Chester Township $1,500,00 0 $3,000 $1,503,00 0 Butler County $700,000 $- $- $- $190,000 $- $- $1,600,00 0 $1,885,000 $4,375,00 0 Liberty Township NA NA NA NA NA NA City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) $- $- $- $- $- $- $- $- $- $- Butler County Transportation Improvement District Totals $2,200,00 0 $- $- $3,000 $190,000 $- $- $1,600,00 0 $1,893,000 $5,886,00 0 2010 Incentive Spending 21
Dollar Value Infrastructure, Public Works, or Utility Investment 2007-2013 Totals Organization 2007 2008 2009 2010 2011 2012 2013 Butler County Port Authority $18,700 $10,900 $10,000 $8,600 $- $5,600 $53,800 City of Monroe, Ohio West Chester Township $4,700,000 $2,800,000 $5,000,000 $1,900,000 $1,000,00 0 $1,700,00 0 $17,100,000 Butler County $3,952,231 $10,797,227 $1,919,840 $16,669,298 Liberty Township City of Hamilton - Department of Economic Development City of Trenton (Butler County, Ohio) $- $- $25,000 $315,000 $- $308,000 $1,669,00 0 $2,317,000 Butler County Transportation Improvement District $18,352,385 $20,159,154 $11,376,352 $17,700,816 $7,451,76 7 $3,670,07 3 $1,000,00 0 $79,710,547 Annual Totals $27,023,316 $33,767,281 $18,331,192 $19,924,416 $8,451,76 7 $5,683,67 3 $2,669,00 0 $115,850,645 2007-2013 Development-Related Infrastructure Investment 22