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HomeMy WebLinkAbout060Michelle Farfan Sent: To: Cc: From: Subject: Attachments: Address: Username: Password: ftp://eafto.eaest.com PleasantHarborftp xucrTsTA Swenson, Karen < kswenson@eaest.com> Monday, December 23,20L311:35 AM Garth Mann peckassoc@comcast.net; Aaron Goforth; David W. Johnson (djo h nson @co jefferson.wa.us) RE: Draft SEIS Economic Analysis of Earnings.docx; Economic Analysis of the Regional Center Project.docx Garth - could you take a look at Appendix N and Appendix S on our FTP site (see access instructions below, documents in the Appendices folder) and clarify if prior reports are superseded by Aaron's reports (which are attached)? The documents can also be found through a link on the County's website: SEIS Technical Repons here: Laserfiche Web Link Select "permits" then "case files" then "MLA08-00188 Pleasant Harbor" then "Technical Reports.". See Tab 15 and 15. Thank you, llantw Sv,to*vlotv EII Karen Swenson, AICP Senior Planner 2200 Sixth Avenue, Suite 707 | Seattle, WA 98121 206.452.5350 x'1716 kswenson@eaest.com From : Aa ron Goforth [ma ilto : aa ron @wrighgoh nson I lc.com] Sent: Monday, December 23, 20L3 10: 19 AM To: Swenson, Karen Cc: peckassoc@comcast.net; Garth Mann Subject: Re: Draft SEIS I am not sure the author or the date of the attached. lt is not our work. From: "Swenson, Karen" <kswenson@eaest.com> Date: Mon, 23 Dec 2013 13:01:53 -0500 To: Aa ron Goforth <aa ron @wrightiohnso n llc.com> Cc: "peckassoc@comcast.net" <peckassoc@comcast.net>, Garth Mann <Garth.Mann@statesmangroup.com> Subject: RE: Draft SEIS Aaron - could you clarify if the Economic Analysis of the Regional Center Project report you drafted supersedes the attached report? I am unsure of the author or the date, but have been told it was written in June 2012. I Thanks, Karc+!Stltl-trytotu EI Karen Swenson, AICP Senior Planner 2200 Sixth Avenue, Suite 707 | Seattle, WA 98121 206.452.5350 x '1716 kswenson@eaest.com From : Aa ron Goforth [ma i lto : aa ron@wrightjoh nson llc.com] Sent: Wednesday, November 06, 2013 4:11 AM To: Garth Mann; Deckassoc@comcast.net; 'Don Coleman'; Erik Stearns Cc: Swenson, Karen Subject: Re: Draft SEIS Sorry for the delayed response. Attached is the report that was used with USCIS to gain Regional Center designation. I am not sure what purpose you would like to use it for but EB*5 job studies do not typically include salary levels. Aaron From: Garth Mann <Garth.Mann@statesmanRroup.com> Date: Mon, 4 Nov 2OL3 2O:4O:39 +0000 To: "@"' <@>,'Don Coleman' <don@pleasantharbormarina.com>, Erik Stearns <ErikS@Hargis.biz> Cc: "'Swenson, Karen"'<kswenson@eaest.com>, Aaron Goforth <aaron@wrightiohnsonllc.com> Subject: RE: Draft SEIS Craig et al Please see below in Green: M. Garth Mann President & C.E.O P:403-2564151 M:403-899-9222 F:403-256-6100 7370 Sierra Morena Blvd. S.W Calgary, Alberta T3H 4H9 www. statesmanq roup.ca From : peckassoc@comcast. net [mailto: oeckassoc@comcast.net] Sent: Monday, November 04,20L37234 AM To: Garth Mann Subject: Draft SEIS 2 Garth, Here is the list of outstanding items prepared by Karen (and supplemented by me) that address deficiencies to be provided to EA to complete the Draft SEIS for Pleasant Harbor: l. Energy Demand Memo (short memo to accompany the conceptual load spreadsheet previously provided by Hargis on 7-3-13). The spreadsheet must be updated to reflect the revised Stage/Phase plan that re-schedules treatment plant for later phases and combines the removal of Reunion House and Harbor View House into re-designed Maritime Building We provided to Karen Swenson the report from the Energy Firm of FAILSAFE CANADA lNC. who detailed the Greenhouse Gas Emissions Report prepared May 2012 which is still current in terms of the source emissions relative to the phased development. The phasing plan should not materially impact the end result except positively through the elimination of the Reunion House and Harbor View House.? 2. Energy Supply Report/Memo from Scott (STEVE) Taylor at the PUD regarding transmission capacity and transformers on- and off-site. Steve Taylor of the PUD has been asked to provide the Transmission capacity including Transformers based on the Phasing Plan. I have not been successful in having them provide this as an update to the phasing plan working with Eric and Team @ Hargis Eng.. Please see if you or Eric c/o Hargis can describe for Steve c/o the PUD #1 to complete this exercise for us. 3. Clarification of compliance with the first part of BoCC 53(C)- "The developer shall commission a study of the number of jobs expected to be created as a direct or indirect result of the MPR that earn 80% or less of the Brinnon area average median income (AMl).'The 2012 Jobs Study,Summary of Pleasant Habor lmpacts: Job Creation and Value Added to National Economy, did not include salary levels of proposed jobs and/or comparison the the Brinnon AMl. Garth noted that "Aaron Goforth of Wright Johnson LLC would address the reports for accuracy and proposed salaries." This report had been completed by Aaron and his team at Wright Johnson LLC. I am copying this emailto Aaron who would be pleased to send this information from their various reports for USCIS approvals as a Rural Regional Center. Please direct those responsible for this work to proceed immediately to complete these items Thank you. Craig 3 \UTlRIGHT JOHNSON prlfessional authors dnd analysts An Economic Analysis of Earnings Pursuant to Jefferson County Board of County Commissionets' Condition 639 for the Pleasant Harbor Master Planned Resort (IvIPR) By Wright Johnson ,LLC Novembet 201,3 205 Worth Avenue, Suite 201, PaIm Beach, FL 33480 Telephone: (561) 282-6099 Email: info@wrightj ohnsonllc. com 1. Introduction Wright Johnson, LLC, ("Sry") has been tetained to perform an economic assessment of earnings of the Pleasant Harbor Master Planned Resort (IVIPR) in conformity with the Jefferson County Board of County Commissioners' condition 639, which states: "The developer shall commission a study of the numbet of jobs expected to be created as a direct or indirect result of the MPR that earn 80o/o or less of the Brinnon area ^yeragemedian income (AMD. The developer shall ptovide affordable housing (e.g., no more than 30o/o of household income) for the Brinnon MPR workers roughly proportional to the number of jobs created that earn B0o/o or less of the Brinnon area AMI. The developer may satis$, this condiuon tfuough dedication of land, payment of in lieu fee, ot onsite housing development." To accomplish this, the analysis estimates the number of direct and indirect jobs associated with the project, as well as average wages associated with these jobs. The analysis u 'lizes the RIMS II model to estimate these jobs and wages as discussed below. 2. Methods & Assumptions The analysis considers only the impacts of the construction of the MPR project, which will operate within the following industry clusters:1 Non-Residential Building Consttuction - NAICS code 2362: This industry comprises establishments primarily responsible for the construction (including new work, additions, alterations, maintenance, and repairs) of commercial and institutional buildings and related structures, such as stadiums, grain elevators, and indoor swimming facilities. This industry includes establishments responsible for the on-site assembly of modular or prefabricated commercial and institutional burldings. Included in this industry are commercial and institutional building general contractors, commercial and institutional building for-sale builders, commercial and institutional buitding design- build fums, and commercial and instirutional building project construction management Ftms. Utility System Construction - NAICS code 2371: This industry comprises establishments primaniy engaged in the construction of water and sewer lines, mains, pumping stations, treatment plants, and storage tanks. The work performed may include new work, reconstruction, rehabiJitation, and repairs, Specialty trade contractors are included in thrs group if they are engaged in activities primarily related to water, sewer line, and related strucfures construction. AII structures (including buildings) that are integral parts of water and sewer networks (e.g., storage tanks, pumprng stadons, water tteatment plants, and sewage treatment plants) are included in this industry. A summary of the proposed project costs is as follows 1 NAICS code definitions provided by the U.S. Census Bureau. Page l1 Building Construction: Construction of project buildings will last approximately twenty-eight (28) months and the total hard construction costs of the buildrngs will be $9,854,600 Qn 2013 dollars). As the current RIMS II muluphers are based on 2010 data, we must deflate the construction expenditures to 2010 dollars. Accordrng to the Turnet Construction Building Cost Index, construction costs have been on a slight inctease from 2010 through 2073. The cost index in 2010 was 799 vs. the 2nd quarter 2013 cost index of 8592, which means the costs of construction is higher in 2013 than 2010. Therefore, the construction costs for this project will need to be further reduced to 2010 dollars. Quarter lnder 496 2nd Quarter2013 859 1.18 1st Quarter 2013 849 1.19 4th Quarter2Ol2 839 O.84 3rd Quarter2Ol-2 832 O.73 2oL2 20l.L 2010 2009 2008 2007 2006 2005 2o,o'4 2003 2002 2001 2000 830 812 799 832 908 8s4 793 7L7 655 621 619 6l_3 5S5 2.t 1.6 "4.O €.4 6.3 7.7 10.6 s.5 5.4 o.3 1.O 3-O 4.4 Trner P age l2 o Maritime Village $7,845,500 o Pleasant Harbor Bistro $501,500 o Reunion House $753,800 o Harbor House $753,800 TOTAL CONSTRUCTION COSTS $9,854,600 Summarv of fstimated tluildi Construction Costs 2 www.tumerconstruction.c om f cortent f files/Costlndex201 3Qtr2.pdf Description Amount 2013 Dollars 2010 Dollars $9,854,600 fig,724,630 To convert this figure to 2010 dollats we use the 201,3 index of 859 and divide it by the 2010 index of 799. Thisgrvesusafigure of 859/799 = 1.08. Toconvertthe$9,854,600in2013dolIars to201,0 dollars, the 2013 expenditure is divided by 1.08, to yield $9,724,630. Infrastructure Construction; Infrastructure construction will last approximately twenty-seven (27) months and the total hard construction costs of the infrastructure will be $10,756,900 (in 2013 dollars). The current RIMS II mulupliets ate from 2010 therefote we must deflate the expenditures to 2010 dollars. To convert this figure to 2070 dollars we use rbe 2013 index of 859 and divide it by the 2010 index of 799. This gives us a figure of 859/799 = 1.08. To convert the $10,756,900 in 2013 dollars to 2010 dollars, the 2013 expenditure is divided by 1.08, to yield $9,960,093. Given these construction costs, the RIMS II model can be used to estimate direct and indirect employment associated with the project. Page l3 . US Highway l0l o Black Point Road . WDFW Boat Access Road o Maritime Area - o Water o Wastewater Reclamation Plant (WRP) - o Wastewater Reclamation Plant (WRP) - Vertical $325,125 $186,735 $169,500 $2,348,140 $1,064,000 $2,561,400 $4,102,000 Summa oI' listimatcd I nfrastructu rc nstruction Costsn 2013 Dollars 2010 Dollars $10,756,900 $9,960,093 Building Construction Expenditure20T3 Dollars vs. 2010 Dollars Infrastructure Construction Expenditure 2013 Dollars vs. 2010 Dollars Amouut 3. Find*gr & Calculations Shown in the chart below are the actual RIMS II final demand and employment multipliers for Jeffetson County, WA. These multipliers are used to estimate employment associated with the project. RIMS II Multipliers (2002/2010) Total Multipliers for Output, Earnings, Employment, and Value Added by Detailed Industry efferson WA Buildins Construction Lookrng at the construction sector G\IAICS code 2362), the final demand multiplier is 9.7481 and the employment multipliet is 1.5147. The final demand multiplier is used to determine the total number of jobs produced based on the expenditures for construction of the development buildings. This figure is $9.125 million (in 2010 dollars). Therefore there would be $9.125 times 9.7481, or 88.95 jobs suppoted by this project, including direct and indirect jobs. The employment multiplier is 7.5747, which means that for every 1 direct iob, there arc 7.5747 total jobs. Hence for every 1 direct job, there are 0.5747 indkect jobs. Of the total 88.95 jobs, there are 58.72 direct jobs and 30.22 ndtrect jobs. Construction of Infrastructure Looking at the infrastructure construction sector (I{AICS code 2377), the final demand multipliet is 9.7 481 and the employment multiplier is 7.5747 . The final demand multiplier is used to determine the total number of jobs produced based on the expenditures for construction of the development infrastructure. This figure is $9.960 million (in 2010 dollars). Therefore there would be $9.960 times 9.7481, or 97.09 jobs suppotted by this project, including direct and indirect jobs. The employment multiplier is 1.5147, which means that for every 1 direct job, there are 7.5747 total jobs. Hence for every 1 direct job, there are 0.5747 indirect jobs. Of the total 97.09 jobs, there are 64.10 direct jobs and 32.99 nduect iobs. Tables 3-1 and 3-2 show the economic impact of the construction expenditures for the 20 maior industrial classifications in the RIMS II input/output model. Page l4 Multipliet Final Demand Direct EffectIndustryOutput (dollars) Earnings (dollats) Employment (jobs) Value-added (dollats) Earnings (dollars) Employment (iobs) Construction (230000) 1.4324 0.4448 9.7481 0.7570 1.3304 1.5147 Industry group Agticulture, fores try, Frs hLrng Mining Utilities Construction Manufacturing Wholesale tade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Professional, sciendFtc, s ervices Management of companies Administrative and waste management Educational services Health care and social assistance Arts, entertainment, and recreation Accommodation Food services and drinking places Other seryices Households Total 186.04 $ 27,340,773 $ 8,488,884 Employment 0,29 1,.26 0.56 1,23.39 4.88 1.1,3 1,9.54 1.24 0.88 1.05 4.60 3.05 0.02 1.85 1.16 7.18 1.1,1 1.50 6.22 3.60 1,.41 Output 43,895 $ 208,023 255,735 1.9,774,420 1,154,626 250,010 7,757,703 746,952 198,481 322,532 7,376,846 492,943 5,725 122,142 64,888 792,474 49,620 741,227 377,878 484,752 Eatnings 9,542 43,895 45,803 6,410,559 217,566 72,522 547,732 55,346 47,712 66,797 53,437 1g8,g3g 1,908 47,712 20,993 328,257 77,176 40,078 120,234 141,227 71,457 $ Table 3-1 shows that there will be a total of 186.04 new jobs created from the construction of the ptoject buildings and infrastructure. Total output will increase by about $27.34 million, while total household earnings will increase by about $8.49 million. Table 3-2 shows that output per new worker for the construction sector would be about $155,394, with average annual earnings of about $51,953. For all newu/orkers, the coffesponding figures are fil,46,963 and $45,630. Page l5 Table 3-L. Increase in Employment, Output, and Earnings for $19.085 million (2010 dollarsj in Construttion Expenditures Industry gtoup Agriculture, fores try, Frs hing Mining Utilities Construction Manufacruring Wholesale trade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Pto fessional, scientiFtc, services Management of companies Administrative and waste management Educational services Health care and social assistance Arts, entertainment, and recreation Accommodation Food services and ddnking places Other seryices Households Total 186.038$146,963$45,630 Employment 0.294 r.262 0.555 1,23.392 4.884 1..t26 19.54r 1.237 0.878 1.053 4.603 3.050 0.021 1.849 r.757 7.776 1.772 1.496 6.220 3.603 7.470 Output/ Employee $ 149,351 $ 164,902 460,497 755,394 236,420 222,034 gg,g50 778,827 226,087 306,1.59 286,070 759,323 272,727 66,047 56,106 109,043 42,345 94,388 60,755 734,534 Earnings/ Employee 32,467 34,796 82,474 51,953 44,549 64,407 29,030 44,753 54,348 63,406 1,7,609 67,952 90,909 25,900 79,752 45,745 74,659 26,786 79,331 39,795 7,792 4. Conclusion The purpose of the analysis is to estimate the numbet of direct and indirect jobs associated with the MPR ptoject and determine ^verage wages corresponding to these jobs. Given these estimates, as summarized in Table 3-2 above, the analysis can determine the number of jobs associated with the project that will earfl an ayet^ge wage of 80o/o or less of the Bdnnon ^rea ayet^ge median income (AMr). The Brinnon are ^vetage median income is esumated ^t fi33,0773 and 80% of this AMI amount is estimated atfi26,467. Table 3-2 shows thatan estimated L5 iobs will have ^vetage earnings of 80o/o of less of the Brinnon area AML Thrs includes direct and indtect jobs associated with the MPR project and is summarized below, with average wages for each rndustry group. Page l6 3 U.S. Census Bureau, 2007-20'11 American Community Survey. Data for Brinnon, Washington. Per New Wotket for $19.085 million (2010 dollats) inOutput and Construction Total Direct and Indirect obs at or Below the Brinnon Atea AMI 5. About RIMS II Final Demand Methodology Industry group Real estate and rental and leasing Administrative and waste management Educational services Atts, entertainment, and recreation Food services and &inking places Total Employment 4.60 1.85 1.76 1,.17 6.22 15.00 Eamings/ Employee $ t 1,609 25,900 78,752 14,659 79,337 $ 17,303 The following material has been condensed from the RIMS II User Handbook Introduction and General Comments Effective planning for public- and private-sector projects and programs at the State and local levels requtres a systematic analysis of the economic impacts of these projects and programs on affected regions. In turn, systematic analysis of economic impacts must account for the intet-industry relationships within regions because these relationships largely determine how regional economies are likely to respond to project and program changes. Thus, regional input-output (I-O) multipliers, which account for inter-industry relationships within regions, are usefi.rl tools fot conducting regional economic impact analysis. In the 1970s, the Bureau of Economic Analysis (BEA) developed a method for estimating regional I-O multipliets known as RIMS fi.egional Industrial Multipliet System), which was based on the wotk of Garnick and Dtake. In the 1980s, BEA completed an enhancement of RIMS, known as RIMS II (X.egional Input-Output Modeling System), and published a handbook for RIMS II users. In 7992, BEA published a second edition of the handbook in which the multipliers were based on more recent data and improved methodology. In 1997, BEA published a third edition of the handbook that provides more detail on the use of the multiphers and the data sources and methods for estimating them. RIMS II is based on an accounting framework called an I-O table. For each industry, an I-O table shows the industrial distribution of inputs purchased and outputs sold. A typical I-O table in RIMS II is derived mainly from two data sources: BEA's national I-O table, which shows the input and ouQut structure of neady 500 U.S. industries, and BEA's regional economic accounts, which are used to adjust the national I-O table to show a region's industrial structure and trading patterns. Using RIMS II for impact analysis has several advantages. RIMS II multipliers can be estimated for any region composed of one or more counties and for any industry, or group of industries, in the national I-O table. The accessibility of the main data sources for RIMS II keeps the cost of estimating regional multiphers relatively low. Empirical tests show that estimates based on relatively expensive surveys and RIMS Il-based estimates are similar in magnitude. BEA's RIMS multipliers can be a cost-effective way for analysts to estimate the economic impacts of changes in a tegional economy. However, it is important to keep in mind that, like all economic Page l7 impact models, RIMS provides approximate order-of-magnitude estimates of impacts. RIMS multipliers are best suited for estimating the impacts of small changes on a regional economy. For some applications, users may want to supplement RIMS estimates with information they gather from the region undergoing the potential change. To use the multipliers fot impact analysis effectively, users must provide geographically and industrially detailed information on the initial changes in output, earnings, or employment that are associated with the project or program under study. The multipliers can then be used to estimate the total impact of the project or program on regional output, earnings, and employment. RIMS II is widely used in both the public and private sector. In the public sector, for example, the Department of Defense uses RIMS II to estimate the regional impacts of miJitary base closings. State transportation departments use RIMS II to estimate the regional impacts of airport construction and expansion. In the pdvate-sector, analysts and consultants use RIMS II to estimate the regional impacts of a variety of projects, such as the development of shopping malls and sports stadiums. RIMS II Methodology RIMS II uses BEA's benchmark and annual I-O tables for the nation. Since a patticular region may not contain all the industries found at the national level, some direct input requirements cannot be supplied by that region's industries. Input requirements that are not produced in a study rep;ion are identified using BEA's regional economic accounts. The RIMS II method for estimating regional I-O multipliers can be viewed as a three-step process. In the fitst step, the producer portion of the national I-O table is made region-specific by using six- digrt NAICS location quotients [-ar. The LQs estimate the extent to which input requirements are supplied by frms within the region. RIMS II uses LQs based on two types of data: BEA's personal income data (by place of residence) ate used to calculate LQs in the sewice industries; and BEA's wage-and-s alary data (by place of work) are used to calculate LQs in the non-service industties. In the second step, the household row and the household column from the national I-O table are made region-specific. The household row coefficients, which are derived from the value-added row of the national I-O table, are adjusted to reflect regional earnings leakages resulting from individuals working in the region but residing outside the region. The household column coefficients, which are based on the personal consumption expenditute column of the national I-O table, are adjusted to account fot tegional consumption leakages stemming from personal taxes and savings. In the last step, the Leontief inversion approach is used to estimate multipliers. This invetsion apptoach ptoduces ouq)ut, earnings, and employment multipliers, which can be used to trace the impacts of changes in final demand on and indirecdy affected industries. Accuracy of RIMS II Empirical evidence suggests that RIMS II commonly yields multipliers that are not substantially drfferent in magnitude from those generated by regional I-O models based on relanvely expensive surveys. For example, a comparison of 224 ndustry-specifrc mulupliers ftom survey-based tables fot Colotado, Washington, and West Virgirua indicates that the RIMS II average multipliers overestimate the average multipliers from the survey-based tables by approximately 5 percent. For the majodty of individual industry-speciFrc multipliers within these states, the diffetence between Page l8 RIMS II and survey-based multipliers is less than 10 percent. In addition, RIMS II and srrvey multipliers show statistically sirnilar distributions of affected industries. Advantages of RIMS II There are numerous advantages to using RIMS IL First, the accessibility of the main data soutces makes it possible to estimate regional multipliers without conducting telatively expensive surveys. Second, the level of industrial detail used in RIMS II helps avoid aggtegation ertors, which often occur when industries are combined. Third, RIMS II multipliers can be compared actoss ateas because they are based on a consistent set of estimating ptocedures nationwide. Fouth, RIMS II multipliers are updated to reflect the most recent local-atea wage-and-salary arrd personal income data. Overview of Different Multiplierc RIMS II provides users with five types of multipliets: final demand multipliers for output, for earnings, and for employment; and direct-effect multipliers for earnings and for employment. These multrpliers measure the economic impact of a change in final demand, in earnings, or in employment on a region's economy. The final demand multipliers for output are the basic multipliers from which all other RIMS II multipliers are derived. In tlus table, each column entry indicates the change in output in each row industry that results from a $1 change in final demand in the column industry, The impact on each row industry is calculated by multiplying the final demand change in the column industry by the multiplier for each row. The total impact on tegional output is calculated by multiplying the final demand change in the column industry by the sum of all the multipliers for each tow except the household row. RIMS II provides two types of multipliers for estimating the impacts of changes on earnings: final demand multipliers and direct effect multipliers. These multipliers are derived from the table of final demand output multipliers. The final demand multipliers for earnings can be used if data on final demand changes are available. In the final demand earnings muluplier table, each column entry indicates the change rn earnings in each row industry that results from a $1 change in final demand in the column industry. The impact on each row industry is calculated by multiplying the final demand change in the column industry by the multipliers for each row. The total impact on regional earnings is calculated by multiplying the final demand change in the column indusry by the sum of the multipliers for each row. Employment Multipliers RIMS II provides two types of multipliers for estimating the impacts of changes on employment: final demand mulupliers and direct effect mulupliers. These multipliers ate derived from the table of Frnal demand output multipliers. The final demand multipliers for employment can be used if the data on final demand changes ate available. In the final demand employment multiplier table, each column entry indicates the change in employment in each row industry that results from a $1 million change in final demand in the column industry, The impact on each row industry is calculated by multiplying the final demand Page l9 change rn the column industry by the multiplier for each row. The total impact on regional employment is calculated by multiplying the final demand change in the column industry by the sum of the multipliers for each row. The direct effect multipliers for employment can be used if the data on the initial changes in employment by industry are available. In the direct effect employment multiplier table, each entry indicates the total change in employment in the region that results from a change of one job in the row industry. The total impact on regional employment is calculated by multiplyrng the initial change in employment in the row industry by the multiplier for the row. Choosing a Multiplier The choice of multiplier for estimating the impact of a project on output, earnings, and employment depends on the availability of estimates of the initial changes in final demand, earnings, and employment. If the estimates of the initial changes in all three measures arc avatfable, the RIMS II user can select any of the RIMS II multipiiers. In theory, all the impact estimates should be consistent. If the available estimates are limited to initial changes in frnal demand, the user can select a frnal demand multiplier for impact estimation. If the available estimates are limited to initial changes in eamings or employment, the user can select a direct effect multiplier. The EB-5 regulations ptovide that "jobs created indirectly" by a regional center- affitated business may be ctedited to foreign investors who made a quali$ring investment in the business. To show this job creation, "reasonable" methodologies may be used. 8 CFRS204.6(-X7). The RIMS II input/output model has been tecognized by the USCIS as an acceptable methodology for showing job creation resulting from a regional center- affiliated investment project. Page 110 wRTGHTJOHNSON professional authors And analysts An Economic Analysis Of the Regional Center Project Encompassing the Counties of Clallam, Jefferson and I(itsap of the State of lTashington Final Report Prepared for Puget Sound Regional Center, LLC By STnght Johnson ,LLC August 201.3 205 Worth Avenue, Suite 201, Palm Beach, FL 33480 Telephone: (561) 282- 6099 Email: info@wrightiohnsonllc.com I August 9,2013 1. Executive Summary This impact economic analysis report was prepared to evaluate the economic impacts of a specific project located withrn a three-county ^rea within the State of $Tashington, which is being developed undet the sponsorship of the prospective, USClS-approved, Puget Sound Regional Center ("PSRC"). The project involves the construction of a master-planned resort community located in Brinnon, Washington. This project's activities will be collectively teferred to as "Pleasant Harbor Marina and Golf Resort". The Pleasant Harbor Marina and Golf Resort will result in the cteation of 27i,5 new jobs from the construction of the development. The Pleasant Harbor Marina and Golf Resort will increase investment in the tegion by a one-time amount of $29,035,39L. This impact analysis finds that the ptoject will generate sigruficant and posiuve economic benefits for the regional economy. The Pleasant Harbor Marina and Golf Resort would result in annual gtowth in the regional economy by a garn of $9.6931000 in regional household earnings. The regional economy will experience incteased need for business services of $1.7231000 annually. The regional economy wiil expedence annual increased demand on utilities of $1471000. Increased demand for maintenance and construction on an annual basis will be $19,186,000. The regional economy will experience increased demand on new supplier and vendor links with manufacturers of $1,506.000. Individual investors in the Pleasant Harbor Marina and Golf Resort will be assigned 12.6 jobs each. This project provides enough jobs to meet or exceed the requirements of the EB-5 program. The following chart summadzes the total permanent new jobs fot construction of the project. These figures assume that the expenditures for the project given in this table ate met. a a a a a a a a 2 August 9,2013 o a Proiect (with NA/CS Code) Proiected Expenditure/Revenue (in 2010 dollars) ($ millions) RIMS ll Final Demand Multiplier Total Number of New Direct Jobs Created Total Number of New lndirect Jobs Created Total Number of New Permanent Jobs Created 41.7 102.1 Non-Residential Building Construction (NATCS 2362) $9.1 25 1 1.1851 60.4 'l 1 .1851 65.9 45.54 111.4 Utility System Construction (NATCS 2371) $9.960 Grand Total 2'.13.5 Note: Expenditures/Revenue within this chart have been reduced to reflect 2010 dollars J August 9,2013 Table A. Summary of Employment Projection for the Pleasant Harbor Marina and Golf Resort TABLE, OF CONTE,NTS 1. Executive Summary 1-1 Introduction. 1-2 Industry Cluster DeFrniuons 1-3 Discussion of County Grouping Selected based on Commuter Data 1-4 Effect of Household Earnings, Demand for Business Services, UtiJities, Maintenance and Construction, and New Supplier/Vendor Relationships with Manufacturers. .... ............7 1-5 Discussion of Unemployment... .......9 2. Methods & Assumptions 10 r0 r0 I5 l5 r6 17 18 26 30 2-1 Assumpuons 2-2 Simulation Inputs EXHIBIT 1 - Unemployment rates in the Project Region 2 5 6 6 2-3 RIMS II Final Demand and Employment Multipliers 2-4 Calculation of Employment Results Using Final Demand Multiplier... 2-5 Guidelines and Methodology for Construction Employment Creation 2-6 Economrc Impacts of Pleasant Harbor Marina and Golf Resort...... 2-7 Yeifrcation of Inputs 3. About RIMS II Final Demand Methodology.............. 4 August 9,2013 1-1 Introduction Wnght Johnson, LLC, ('\U') has been retained by Puget Sound Regional Center ("PSRC") to perform an economic assessment of a planned investrnent of the construction of a specific ptoject located within the State of Washington. The following industry clustets were analyzed as part of this project: 1,. Non-Residential Building Construction - NAICS 2362 2. Utility System Construction - NAICS 2371 PSRC is proposing an EB-5 tegional center with a geographic area encompassing the following three contiguous counties within the State of Washington: Jefferson, Clallam, and l(itsap. . !U analyzed colnmuter data to determine cornmuter patterns for the workforce for the three affected and contiguous counties. Based on information provided by PSRC, WJ performed an analysis for the tatget industry economic clustets in the proposed project specific geographic areas. RIMS II was utilized. The focus of the study is analyzing the Regional Center impacts of the construction of a master planned resort community located in Bdnnon, \X/ashington within the county ofJefferson. WJ used RIMS II to model the total economic impact associated with vadous levels of site investment employment. To quantify the net economic impact (direct and indirect) of the development, RIMS II modeled the following direct effects: a Direct Effects of construction employment, household earnings, taxation and output WJ examined the project provided by PSRC using a multi-industry sector, segregated-region model. Using this model, !(/J was able to develop independent forecasts for the proposed use of the project. This segregation of forecasts allowed IU/RIMS II to capture the total net effects of the proposed target industry. By analyzrne the regional developments with different underlying assumptions for the specifrc industries, WJ established a realistic prediction of a potential outcome. The RIMS II economic model employed for the economic and job creation impact assessment study, forecasts the economic impact a specific event will generate thtoughout a determined atea - the three counties within Washington. Ovet time, competitive pressures emerge and then tend to revert back to equihbrium. The ptocess, in that way, depicts the so-called "ripple-effect" impacts economic changes have on a region. In this case, the initial economic stimulation reverberates through the PSRC economy spreading outward from the site of the new investment and business activity and across the State of Washington and the nation. Eventually the new waves of the economic activity are absorbed into the larget economy creating a new level of economic equilibrium. In the long run, the ptoject will materialTy alter the PSRC geographic area by the substantial amount of new investment and related business development activities, including a corresponding higher level of output, taxation, investment, employment and household earnings in the regional economy. This report is intended to demonstrate the increased economic impacts within the PSRC region. The proposed Pleasant Harbot Marina and Golf Resort will require a total expenditure of $29,0351391 to provide for construction for the development. $8.5001000 of the total investrnent 5 August 9,2013 will be through EB-5 investor funds 1-2 Industry Cluster Definitionsl Non-Residential Building Construction - NAICS code 2362: This industry comprises establishments primarily responsible for the construction (including new work, additions, alterations, maintenance, and repairs) of commercial and institutional buildings and related structures, such as stadiums, grarn elevators, and indoor swrmming facilities. This industry includes establishments responsible for the on-site assembly of modular or ptefabricated commercial and institutional buildings. Included in this industry are commercial and institutional building genetal conttactors, commercial and institutional burlding for-sale builders, commercial and rnstitutional building design- build fums, and commercial and institutional buildrng project construction management ftms. Utility System Construction - NAICS code 2371: This industry comprises establishments primarily engaged in the construction of watet and sewet lines, mains, pumping stations, treatment plants, and storage tanks. The work performed may include new work, teconstruction, tehabilitation, and repairs. Specialry ftade contractors are included in this gtoup if they are engaged in activities primarily related to water, sewer line, and related structures construction. All structures (including buildings) that are integtal pats of water and sewer networks (e.g., storage tanks, pumping stations, water treatment plants, and sewage treatrnent plants) are included in this industry. 1-3 Discussion of County Grouping Selected based on Commuter Data To determine the appropriate size of the study region, WrightJohnson uses U.S. Census Buteau data on comlnuting patterns to approximate the regional center's sphere of economic influence. Using data on work site and place of residence at the county level, we examined each of the counties included in the PSRC proposal to calculate where the pteponderance of workers lives in each county, ranking them by absolute numbet of commuters to the county. A cutoff thteshold was determined fot each ranked list of wotker-supplyi"g counties; lists were truncated at the cumulative 9570 level of all commuters. Below a 90o/o level will exclude areas that are significantly affected by the proposed project. Commuting pattems tend to be more spatially concentrated than the flow of goods, which have much wider dispersion into and out of the region. However, a ttadeoff must be made between capturing the indirect economic effects of trade and the induced economic effects of increased consumer spending. An important distinction must be made between the regional center's composition and the composition of the "study region," the area that is affected by economic activity in the proposed regional center. Because of the interdependence of economic activities, investments within the regional center will have impacts beyond-and potentially fat beyond-their borders2. I NAICS code definitions provided by the U.S. Census Bureau 2 USCIS has interpreted that while the regional center's EB-5 capital investment activity may produce a legitimate economic benefit outside its formal jurisdictional regional ceoter boundaries, the data set used to estimate iob creation should fit withh the intended impact of the capital investment proiect. !7here appropriate, regional data should be used 6 August 9,2013 Considerauon must be given to the sizing of the study region so that important regional effects are not neglected in the analysis. If a region is sized too small, much of the effect of a project will be obscured as expenditures on goods originating outside the region (known as "leakages") diminish the impacts. Conversely, if. a region is sized too large, the economic multipliers might be overstated and the ability to claim final demand will be diminished. .WJ analyzed the commuting patterns for the project location. The combined percentage of wotkets from Jefferson County, Clallam County and I(tsap County, WA that commute into Jefferson County is 96.980/o where the project will be located. U.S. Census Bureau, County-to-County Work Flows. (http://www.census.gov/population/www/cen2000/commuting/index.html#WA) 1-4 Effect of Household Earnings, Demand for Business Services, Utilities, Maintenance and Construction, and New Supplier/Vendor Relationships v/ith Manufacturers If the project was to be constructed at the stated capacities given in this report within two and ahalf years of the date of tlus report, the economic impact as measured by household earnings, demand for business services, utilities, maintenance and repair, and new supplier and vendor relationships is summarized in the chart below. Category Project Total Household income from: Construction $9,693,000 as the basis for a regional center's job creation aoalysis in keeping with 8 CFR 204.6(m)(3)(i). It is understood that USCIS may not accept statewide data or data from a broader area outside a regional center as suitable for the job creation analysis when regional data is readily available that focuses solely on an RC's geogaphic area. However, if the prospective impacts of the capital investment proiect provided in the project's business plan and associated economic analysis indicate that a broader geographic area should be considered, USCIS will do so. (Sce, USCIS "EB-5 Immigrant Investor Program Stakeholder Meeting, October 74, 2010" slides (?DF version of document downloaded November 19, 2010). 7 Jefferson Co., Clallam Co., and Kitsap Co Rest of Washington AII Other Total 9,426 244 50 9,720 96.98% 2.51% 0.51% 100.00% August 9,2013 Commuting to Jeffetson County Atea Employment Share Summary Measutes of Economic for the Total the above category $9.693,000 Demand (output) for: Professional and business support services $1,723,000 Utllities $147,000 Maintenance and repair construction $19,186,000 Supplier/vendor links with manufacturers $1,506,000 Total these 4 categories fi22.562,000 Household Eamings (Labor Income) The jobs created by the vadous components of the regional center will subsequendy create new sources of household income. The total household income ftom the project will be $9.69 million. This income calculation comes ftom the RIMS II input-output model, which measures the average income per job by industry. The model calculations are based on the types of jobs that will be created vdthin the regional center, with indirect impacts allocated based on the types of commodity inputs required by the businesses that would potentially locate in the regional center. Demand for Business Services, Utilities, Maintenance and Construction, and New Supplier/Vendor Relationships Created with Manufactuters The total economic impact of the regional center ftom the supplier putchases and business relationships for the regional center will create apptoxrmately $22.56 million in additional econornic activity across the region. These supplier purchases are calculated from the indirect increase in output generated by the RIMS II model. It should be noted that some of these supplier industries might potentially locate within the tegional center, and their economic output is included in this total. The estrmate of supplier purchases is based on the commodity data in the RIMS II input-output model. Thrs data specifies the amount and type of commodity input needed to maintain specific tlpes of business operations. The model estimates the suppher purchases based on the types of jobs and number of jobs that will be created within the regional center. In addition, the model allocates the supplier purchases to businesses within the region, based on trade flow data from the U.S. Bureau of Economic Analysis. The regional center will create demand fot business services including, professional services, and business services and support services. The impact of this activity totals about $1.72 million annually. 8 August 9,2013 Utilities include services such as electricity, natural gas, and water and sewer facilities. The economic impact on utiJity services totals about $0.15 million. Maintenance and repair seryices include some building and construction activity on existing buildings. The regional center would create an economic impact of about $19.19 million within these sectors in the region. Because most of the construction activity is either upfront during building construction or integrated into repair and maintenance services, the economic impact for construction sectors is minimal on an ongoing basis. New supplier/vendor relationships with manufacturers would create an economic impact of about $1.51 million. These activities include purchases of locally manufactured goods plus purchased materials for construction, plus any locally produced materials used in food serr.ices. 1-5 Discussion of Unemployment The following graph summarizes a comparison of the Regional and National unemployment levels for 2012 through June 2013. Using a weighted ^ver^ge of the non-seasonally adjusted unemployment rate we find that the overall project tegion remains above the US as a whole. The June 2013 US unemployment rate ended ^t7.6oh, whereas the regron ended at8.5oh. For a more detailed look at the unemployment rates within the region, see the attached Exhibit 1 - Unemployment Rates in the Project Region. 9 t2.o% 70.0% 8.0% 6.0% 4.0% 2.0% o.0% ,J oA of, ,"* r"d .... C sf st' -USArRegion August 9,2013 2. Methods & Assumptions 2-1 Assumptions Fot the project, WJ examined the economic effects of site development. WJ systematically reviewed each set of assumptions used to properly customize the sector ouQuts that make up the set maftices. In the following assumptions, WJ applied specific sector data tesulting in a very detailed, realistic and logical range of Iikely outcomes. The tables within this analysis show the expected spending as well as increases in employment and household earnings for ongoing operations. Additionally they show dollat output generated and Iocal state and fedetal tax revenues. The definition of "direct jobs" used in this report should not be confused with the concept of direct job creation measurable by Forms I-9, payroll records or other similar documentadon as set foth in 8 C.F.R. S 204.6(r(4)(t)(A). That section contemplates jobs created by the actual employees of the new commercial enterprise, specifically in the non-regional center context. When econornists use the term "direct" jobs in the context of an econometric methodology such as RIMS II, what is meant are jobs created directly by revenues (which in the EB-5 Pilot program results from an immigrant investor's investment). For example, where a regional center-based new commercial enterpdse comprised of immigrant investors renovates a building it purchases, the employees of the various unafflliated tenants of that building would be considered "direct" jobs in the context of an econometric report. However, those jobs are not "direct" in the sense set forth in 8 C.F.R. S 204.6(r) (4Xr(A) where the new commercial enterprise is itself the employer that can provide Form I-9 or other sirnilar documentation on its own employees. The tenants' employees are not "direct" employees of the regional center-based new commercial enterpdse. To be clear, this report does set forth the number of jobs that ate likely to be created by the new commercial enterprises. However, as 8 C.F.R. S 204.6(, (4)@) clearly states, the proof of job creation in the context of regional centers is not Forms I-9, payroll records or similar documentation, but rather "reasonable methodologies" such as this feport. 2-2 Simulation Inputs The data used includes ^fl estimated construction timeline provided by PSRC, expected development costs and a varteLy of industry information as well as public information from U.S. Govemment sources. Additional research and analysis was performed by WJ to substantiate data fot reasonableness. Industry and ptoject telated metrics such as output and employment were compared to national and regional data sources. Information from the business plan for the proposed industry cluster was provided by PSRC and such information within the plan was evaluated and then incorporated into this analysis for arca specific background and demographic purposes. 10 August 9,2013 Based on the data provided and coroborated, inputs were created for use in the RIMS II system to model the economic impact of the construction phase of the project. The relevant information and data used to develop the model inputs of the project was provided by PSRC. A summary of the proposed project follows: Pleasant Harbor Marina and Golf Resort - The construction of several buildings and the development of infrastructure for a master planned resort community located in Brinnon, \X/ashington within the county of Jefferson. The total investment into the project will be fi29,035,397 and the EB-5 investment is projected to be $8,500,000. The remaining $20,535,391 will come ftom developer equity and domestic sources. Buildins Construction Construction will last approximately twenty-elght (28) months and the totai hard construction costs of the buildings will be $9,854,600 (n 2013 dollars). The current RIMS II multipliers are from 2010 therefore we must deflate the expenditures to 2010 dollars. o Maritime Village o Pleasant Harbor Bistro o Reunion House o Harbor House TOTAL CONSTRUCTION COSTS FEES & PERMITS o Maritime Village o Pleasant Harbor Bistro o Reunion House o Harbor House TOTAL FEES & PERMITS $7,845,500 $501,500 $753,800 $753,800 $9,854,600 $21,200 $22,500 $ 12,000 $ 12,000 $67,700 $ 105,000 $58,000 s5,000 $5,000 $173,000 FUNITURE, FIXTURES & EQUIPMENT o Maritime Village o Pleasant Harbor Bistro o Reunion House o Harbor House TOTAL FUNITURE, FIXTURES & EQUIPMENT CONSULTING FEES o Maritime Village o Pleasant Harbor Bistro $106,000 $49 000 August 9,2013 11 Phascl&2of I Use of Funds -Ilreakout Amount a a o a Maritime Village Pleasant Harbor Bistro Reunion House $0 $0 $0 $700,000 Harbor All General & Administration cost for the construction of the buildings are covered in the Maritime Village Village Harbor House Contingency costs for the Pleasant Harbor Bistro is covered in contingency costs for the Maritime Village According to the Turner Construction Building Cost Index, construction costs have been on a slight increase from 2010 through 2013. The cost index in 2010 was 799 vs. the 2nd quarter 2013 cost index of 8593, which means the costs of construction is higher n 2013 than 2010. Therefore, the construction costs for this project will need to be further reduced to 2010 dollars. 3 www.tumetconstruction.com/content/files/Costlndex2O13Qrtr2.pdf August 9,20t3 t2 . Reunion House o Harbor House TOTAL CONSULTING FEES $25,300 $25,300 $205,600 TOTAL BUILDING COSTS:s11.280.900 2nd Qunrter 2813 l-st Qr"rarter 2O13 4th Quarter 2O12 3rd Quarter 2O12 r-.18 1_19 0.84 0.73 2.L 1.6 4.O -8"4 6.3 7.7 10.6 s.5 5"4 o"3 1.O 3.O 4.4 2012 20i_L 20L0 2009 2008 2007 2006 2005 2004 2003 2SO2 2S0t 2000 Bso s12 7$S s32 $o8 s54 7S3 717 s55 621 s1$ s13 595 Ilrmer To convett this figure to 2010 dollars we use the 201,3 index of 859 and divide it by the 2010 rndex of 799. Thisgivesusafigure of 859/799 = 1.08. Toconvertthe$9,854,6001n2013 dollars to201.0 dollars, the 2013 expenditure is divided by 1.08, to yield fig,1,24,630. In frastructure C onstruction Construction will last approximately twenty-seven (27) months and the total hard construction costs of the infrastructure will be $10,756,900 (in 201,3 dollars). The current RIMS II multipliers are ftom 2010 thetefore we must deflate the expenditures to 2010 dollats, 2013 Dollars 2010 Dollars $9,1,24,630$9,854,600 August 9,2013 13 In$sn 85S 84S 83S 832 &s6 Aver*ge Index Building Cons*qctir:a Hxpenditure 20i3 Dollars vs. 2010 Dollars Phascl&2of I Use NSTRUCTION COSTS . US Highway 101 o Black Point Road o WDFW Boat Access Road o Maritime Area - o Water o Wastewater Reclamation Plant (WRP) - o Wastewater Reclamation Plant (WRP) - Vertical TOTAL DESIGN, SURVEY PERMITS & INSPECTIONS o US Highway 101 o Black Point Road o WDFW Boat Access Road o Maritime Area - o Water o Wastewater Reclamation Plant (WRP) - o Wastewater Reclamation Plant (WRP) - Vertical TOTAL DESIGN, SURVEY PERMITS & INSPECTIONS SALES TAX o US Highway 101 o Black Point Road o WDFW Boat Access Road o Maritime Area - o Water o Wastewater Reclamation Plant (WRP) - o Wastewater Reclamation Plant (WRP) - Vertical TOTAL SALES TAX $325,125 $ 186,735 $169,500 $2,348,140 $1,064,000 $2,561,400 $4,102,000 $10,756,900 $106,316 $61,062 $55,427 $767,842 $347,928 $837,578 $894,236 s29,261 $ 16,806 $ 15,255 $211,333 $95,760 $230,526 $369,1 80 $968,121 ENCY COSTS o US Highway 101 o Black Point Road o WDFW Boat Access Road o Maritime Area - o Water o Wastewater Reclamation Plant (WRP) - o Wastewater Reclamation Plant (WRP) - Vertical TOTAL CONTINGENCY COSTS $92,140 s52,921 $48,036 $665,463 $301,538 $725,901 $ 1,073,083 $2,959,081 August 9,2013 t4 TOTAL INT'RASTRT]CTURE COSTS Amount $3,070,389 2013 Dollars 2010 Dollars $9,960,093$10,756,900 To convett this frgure to 2010 dollars we use rhe2073 rndex of 859 and divide it by the 2010 index of 799. This gives us a figute of 859/799 = 1.08. To convert the $10,756,900 in 2013 dollars to 2010 dollars, the 2013 expenditure is divided by 1.08, to yield $9,960,093. Construction employment was detived through expenditure modeling based upon detailed construction cost figures supplied by PSRC. Verification at the I-829 state of the EB-5 process would be receipts, tax documents, and other expense records. 2-3 zuMS II Final Demand and Employment Multipliers Shown in the chart below are the actual RIMS II final demand and employment multipliets used in the project for this analysis specific fot the counties within the Regional Center. INDUSTBY lrulrlpller Flnal Demand Dlrect Eftect OuEutfl/ (dollar3) Earnlng!r2l (dollar3) EmploymertlY (ioba) Value-addedrY (dollar3) Earnhgir/sr' (dolLrs) Enployment U (iob8) z*XmO Co{}stn ctiofl 1.5s41 0.5080 1 1 .1851 0.8{s8 1.1773 1.68Ss Regim Deffim: Chlnn, WA; Jefrersn, WA; l(rtsap. WA 'Elct des GoyernrH{ enEtpises. l - Eafi entuy kl coblm I r€presents the bfal ddhl drange in orr$d thEt oculls in atr i,rdusbies tor ead! aruitfid ddhl ol outilt ddivered b fual derllarxt by fte industry mflesponfi!0 b tE efitry. 2 Eadr entuy h cohnm 2 represefits lhe bfal (Hhr dwrge in eflr*Us d houshotss emffiled by d i*drbs br edr Elldlixlal (lotar 0[ ddgrtddive{€d b ftal derend by tlte h*rty corespfirlo b fre enw.g Eafi Bntry h cofum 3 represents lhe ffil change h mmber of lobs thd occurs in al irdr$ies lor eadr adlistal 1 nillm filils d oo$ut (Hirrered b firsl denild by the indu*ry c6respfr|drU to lhe mby- BecarH &e empaolfilefit mullirl-cls are beed cE 20lO dab, lhe flbut ddi\Ae.ed b fB'al dernild stHrld be .tt An1o dolhrs, 4- Each effiy h cohtrrn 4 reprcsants lhe btal ddhl cfiaue in vahe sfied that ffirrs in aI fidusties lor edr aditmd ddtu ol ouHJt (H,vered b fr8l demild by lhe irdustuy corespcrtrE b [le eBty. 5. Eafi ertry h coanm 5 represer|ts ltle btal ffila, dliloE an €amhgE ot trcr$hdG ernw by dl ir*dltss tu edr rddlioBl &lat d €arrirgs pa*, direcily b hanetn*b empbyed bf lhe iflruf,ty @rrespmdlE b the e$tsy" 6- Each entry E! cohmn 6 rqreserts the ffil dlErEE ir r$mbe, ol lfrs in all indus&ies lor eefi sfilims: F0 h [le ifilldry cDrespfrdru to tle €nfy. 1-lotE--{,tr[Ffe$ are bas€d dr tle AXp Berdmal* rsrtq&rt TaHe ld tl€ Nalbn ard 2010 rc0imd {bta- rrdMy LisiA irfllrfes ltE ird.rsfiies cDrre*ondiU b lre erfibs. SilJRCE.+fioId hFltorurt Modelino s]stern {Rn S l). Re{imd Prcdrd E[vbbr\ Brresl ol Eslorflk Analy*r 2-4 Calculation of Employment Results Using Final Demand Multiplier Construcuon of Buildings Looking at construction (I..IAICS code 2362), the final demand multiplier is 11.1851 and the employment multiplier is 1.6895. The final demand multiplier is used to determine the total number August 9,2013 15 Inftastructute Construction Expenditure 2013 Dotlars vs. 2010 Dollars of jobs produced based on the expenditures for construction of the development, which is shown in Table A of this report. This figure is $9.125 million (in 2010 dollars). Therefore if all the jobs were counted, there would be $9.125 times 11.1851, or 702.7 jobs. This figure includes direct and indi'ect jobs. The employment multiplier is 1.6895, which means that for every 1 direct job, there ate 1.6895 total jobs. Hence fot every 1 direct job, thete are 0.6895 induect jobs. If there are a total of 702.7 jobs if all categories are counted, then based on this multiplier there are 60.4 direct jobs and 41.7 indirect jobs. This is the figure shown in Table A. Construction of Infrastructure Looking at construction (I.JAICS code 2371), the final demand multiplier is 11.1851 and the employment multipliet is 1.6895. The final demand muluplier is used to determine the total number of jobs produced based on the expenditures for construction of the infrastructure, which is shown in Table A of this report. This figure is $9.960 million (in 2010 dollars). Therefore if all the jobs were counted, thete would be $9.960 times 11.1851, or 717.4 jobs. This figure includes direct and indirect jobs. The employment multiplier is 1.6895, which means that for every 1 ditect job, there are 1.6895 total jobs. Hence for every 1 direct job, there are 0.6895 indirect jobs. If there are atotalof 771.4 iobs if all categories are counted, then based on this multiplier there are 65.9 direct jobs and 45.5 indfuect jobs. This is the figure shown in Table A. 2-5 Guidelines and Methodology for Construction Employment Creation USCIS guidelines state that direct construction jobs lasting less than two years should not be counted for the purpose of determimng EB-5 job count. However, the indtect jobs can be counted. The method used to determine indirect employment creation is capital expenditure to determine ditect and indirect job creation and then to subtract the direct jobs. The ptoject wrll include over two years of consttuction. Therefote, direct construction jobs will be included in the total census. Also, the number of construction jobs must be based upon the capttal expended on the "hard costs" of construction. Soft costs, such as development fees and permitting are not included. These jobs ate calculated as indirect effects within the RIMS II model and to use these costs would be double counting. For this analysis the developet has provided WJ with final estimates of all expenditures of the project. Of the $29.035,391 rn capital expenditure, $20.611,500 will be spent on hard costs for the development (all in 2013 dollars). The economic rmpact calculations in this report are based on the RIMS II frnal demand multipliers. The numbers in the following tables are calculated by multiplyrng expenditures or revenue by the RIMS II multipliers for the region, for example: the hard construction costs by the RIMS II construction multipliers. 16 August 9,2013 2-6 Economic Impacts of Pleasant Harbor Marina and Golf Resort Construction (Buildings and In fras tructure) Accotding to the business plan, the hard construction costs are expected to be $19.085 mrllion (2010 dollars). The construction will take approximately twenty-seven (27) months to complete. The RIMS II final demand multiplier fot construction is 11.1851. When multiplied by $19.085 million (2010 dollars) that creates 213.5 new iobs. Table 2-7 and 2-2 show the economic impact of the construction expenditures for the 20 major industrial classificauons in the RIMS II input/output model. Please note that in these and succeeding tables, output and earmngs ate given in thousands of dollars. Table 2-1 shows that there will be a total of 213.5 new jobs created from the construction of the buildings and infrastructure. Total output will rise about $30.42 million, while total household earnings would increase by about $9.69 million. Table 2-2 shows that output per new worker for the construction sector would be about $151,000, with average annual eatnings of about $51,900. For all new wotkets, the corresponding figures are ff142,500 and $45,400. Industry group Agdculture, fores try, fishing Mining Utilities Constnrction Manufacturing Wholesale trade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Profes sional, scientific, s ervices Management of companies Administrative and waste management Educational services Health care and social assistance Arts, entertainment, and recreation Accommodation Food services and drinking places Other services Households Total Employment Output 208 736 747 19186 1506 292 7977 302 332 485 7620 7426 38 260 88 7202 109 74 443 594 0 Earnings 1.2 0.9 0.4 1,27.0 6.6 7.4 23.1 2.2 7.3 7.9 6.2 8.3 0.2 4.1, 1.7 71.7 2.2 0.8 7.0 4.2 1.7 44 32 31 6598 294 88 647 97 74 t73 82 534 15 103 32 531 36 23 1,36 170 '13 9,693273.5 30,418 August 9,2013 t7 Table2-1. Increase in Employment, Output, and Earnings for $19.085 million (2010 dollars) in Construction Expenditures Industry group Agriculture, forestry, fishing Mining Utilities Construction Manufacturing Wholesale trade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Pro fes sional, scientiFtc, services Management of companies Administrative and waste management Educational services Health cate and social assistance Arts, entertainment, and recreation Accommodation Food services and drinking places Other services Households Total Output/Employee 176.9 1,46.4 396.9 151.0 227.8 2t4.6 85.3 135.3 259.3 253.7 262.5 1,72.7 224.7 63.9 52.7 108.0 49.1, 89.2 62.9 140.2 0.0 1,42.5 Eamings/Employee 37.3 35.1 82.5 51.9 44.5 64.5 28.0 43,7 58.1 58.9 13.3 64.7 89.9 25.4 19.5 47.7 16.4 27.5 t9.2 40.1 8.0 45,4 Employment 1.2 0.9 0,4 't27.0 6.6 1.4 23.t 2.2 1,,3 t.9 6.2 8.3 0.2 4.1 1,.7 11.1 2.2 0.8 7.0 4.2 1..7 2t3.5 2-7 YenCtcation of Inputs Building Construction The costs related to the construction of the buildings is supported by a confidence letter by one of the developers contracting entities, Statesman Construction, dated July 30, 2013. The letter states that the total construction costs of $11,280,900 and the timeline associated with the project appears to be reasonable. Of the $11,280,900 only $9,854,600 (the total hatd construction costs) was used as input to the economic model. The letter is shown below. August 9,2013 l8 Table 2-2. Ou(put and Earnings Per New Worker-for $19.085 million (2010 dollars) in Construction Expenditures St*te*rmsn ConEtruct$sn LLP fl$00 S ftntmtrse SfiB l&ll Seottdn&e1AL B5.x$0 July $1,I0l3 HEI Coa*rucllos Eid for Ple*snnt llsrB'or lil*rlna nffid H.esad tf,P Ifcar $irs: Smeornsn frEuuucdm LtriP laff puvidud the atfimfud bldltudgst qflst$ fsr Fkssffnt [$ttftorM*rina ard Rssort I"I.P forthe fullowing*aopw ofnrna*: Bis{ro Euitding Rourn-inn Hu,rm Xillrb*r Tierr Hourc tfaritims Villagr fre*c ffiectr sre pfitt s.f flrp Pha*s* Itrrbor h,lryhrs emd Essort offim{rdtr *d "*osmhinEd in Hhw n s$d 2 sf th dwdstrmt. Stldgf*$ and plw* hnue hcan prenided for yur renrlew, Atthfligli ttre p{uu fsr RE{Eio$ Xlrrurc, tlnrbor Visw Horlrq md Mxidme Yillap rtc peditrrirru*y. thchudgtu ure,vithin ffiusonflblp induslrysr*drud* fur &in loefrfiisn t$umwwr eomuwrastimr wlh fiil[{H Arohitcqti ffnd Bq$instttng Co*sultun& hsvt oeetllrcd orix the ps*t !iloffith* eamnirg tbl site nnd rtx*nlsw s bBdstrsloprd, Shnes$Hffi f*ftstntctistt I".LP har beosr heas,ily irvut.lled vi& thc derign of dtlr Fm]#t amd mnsmmt rdttrd drvdopt[fihilt ovct th*pu*t 16lml* &lr Senignmm tnchdes EMH .rt-rdritsqg, NF Snginncring (S lqcricpl), NF h{ssl*srltesl" Hs$tr Bqgtn$triiltS, t oqkfl$ Engineuing {Slructum$, snd Fcck nnd Aesoei*ttc.(Civll F-tlginottitrg}" Coosufmtio$c rrith r]rm sntitier amd ftrc um of hir,torlcet dcts froil] rimitr buitdinge snd prujactu tuw bwr utili#Bd in thc forrnuion uf lhe bdgrt* fotthcst Fr$ictts. $!frtssmnn C,ffnstmcti{fl! Ltr"P h*s fosss im opreti+n aimse l9}d snd hrs oomplutad rurlTrsFow cmdomtsiunt pmie* ed rr*i#cd liufoog rmmiHt* in Arimse ad Nsrth Sarrlim" EBccieltzmg in multi-rtorry rtrst frEmd lruildingp wtttturdrr5erd ptclctug SFr[Ss$ $trtoumsn ie r*mll hnsm tnthcFh*adxrn$rtnd m tltc lco&ri* ttp*oe*le qosHlodn$rduffi rtssrt stlle Fdrp*fttea. Frwenlly rffidcrfuBtog[mcnt lnd eofissrumion iil the Fhstrlix amq To*carn @ tret*rt Rifup il ttrc *ingic ll.rgtst rmtti-&tuily Froj*fi [s! t]w hirbory of Arizwra witb I568 euitsr ofl r 5S s**t sl!e, Tosffifi* has rcscivod nurltctt!{t$ tudt$.fy gwards tud hns b*w *vrlr&d fte #I h,luki-fmnity com,rnqilitt, hy HsnkiRB Arimwr*n&r ttucpt revrml Paru, I e 3 4 August 9,2013 t9 Straemra Coormrc*m LLP fu* puvided csnrffiIo#qn bulgcr amdptoma f-orthe firthtving buildingl at rc alt iuEtsriv*cosFlcfodprujttt p]tf+pcr brdldiug: l. B{rhBr}nHing,.,. ."..,",Jff}1.fi10rl eon*mmim durf,sion $ wrmtb. 2. Rtttrtion }truqu*,",. -..r) Cnnrrnrminn rtunrtiort 12 manthn ,$8es,[$s 3. llsilqrY[m [Iousa ..',..$846"100 r) Co rl '&urn$on lE tnou&1" 4. Fdffit[ntsvilfu*",..". ,,,.,.$&99?,?0S s) Cumtrrctirrndsrafiefl 15 msnths. A,ll oonrtnrctlm *trt dstc* *rE depdddidt $,po,ii r(scsd to E&5 funds, Holvcvsr, thr duration offie yryis"ls somitrucEon sctleduler rryitl rernsir* gon*tml. Thrn* rc* lbryur lilme*( i* drls,Endssvorl' llocprllrorn (omntm*tion M*nagpi Stgrumncm Crynxm'Ictio,ra LLP Infras tructure Cons truction The costs telated to the infrastructure construction is supported by the 3'd party confidence lettet by Craig A. Peck & Associates dated August 10, 2013. The letter states that the total construction costs of $17,754,492 and the timeline associated with the ptoject appears to be reasonable. Of the fi77,754,492 only $10,756,900 (the total hatd construction costs) was used as input to the economic model. The letter is shown below. 20 August 9,2013 Graig A Peck &Arciat6 I 1 402 4ob Avenue E. Taooma, Washirqton 9M46 technical assblanc€ 253-840-5482 25&2tXF4523 FAX Deckassoc@ oorncast"ne t August 10,2013 Paul Hospelhora, Coostn:ctim ltr{anager Statesmaa Group Phoedx.AZ BY EMAIL: paul@skrtesrnanusacom RE: plgliminrry Estimrte of Cmstructioa Cost Pleasaat tlarbor Marica aad Golf Resort Stage I, Pbascs 1 aad 2 Brinno, Washingtoo Dear Mr. Hospelhua: The accoryanyiag plgliminely f,stimate of Constuctioa Cosl was cmpiled &ompre-desrgs. eagirrceriag pl*. for U.S- Higbway 101 *nd pre-design grading plans for Pleasant l{a6tr Marina aad Golf Resort ia Jeffersm Cormty near Brioaoo, Washhgtos- Quantities of constructioo items werE estirl*t€d from those plans or were developed conccpttrally for storm &aiaage itc6s ard landscaping. Unit cosLs wrre takta &omreoem mraicipal aadprivate constnrctim estimating documeab frr Western Washiagm State. Design md contingeacy perce[tages wcre applied to reflect ttc pre-dcsign status of lhc project. Erperieuce of Cr'*ig A. Peck, P.E, Ciril Enginesr - Project }lauager Bachelm of Science - Cirr'il Engire€ritrg -University of Washiryfo,r:" 1968 Registred kofessiooal Engpeer - Washingfoo, Oregor, md California Craig Pect has more than 45 yers of experietce in Civil Enginecdng design and project maaagem€at. The ecrperierce of Mr- Peck iacludcs planning, reserch, aaalysis, project teaf, buildiug, graat writing, ageruy coordiaatioc, b&astructure dcsigg adrniaistratioq and constrrrctioa manrgem€fit- Projects have included stormwate(ruroffanalysis, collectim system desigl, treatmclnt, storage, and disc&arge; saaitary sewer facilities plaooing/feasibility surdies, August 9,2073 2\ collectio{r rystan desim- pury statrons treatmEot plants, and &scbarges; water supply, storage, and distributio,n; roadway dcsign: resideorial dcvelopmeots itrludiog si.gle family and multifauily projects; golf courses; comerci*Uretail ceuter dcvelopmeats; and marha p€mittry and dcvelopmeot. Mr. Peck assists his clieots with thc selection of alrpropriate team members to successfirlly completc fleir g{ecfs. Projects lh.t illustrah ttc broad range of expericace ioclude *. lo11oq.ing: South llill Yillage - Retail Ceuter, Puyallnp, lYeshington 1y1r'- pss! mrnaged all aspocts of enginoering design and cosstnrctior coordimtioa for the 35 acre retail ceoter ir Fuyallup"s South Hill The projecr inotved sigaificaat grading quantities, wat€r maio exteosious, sadtary scwcr €xt€nsion, storage md infiltratioa of all storm &ainage nmoff, tew City strees, and wid.dng of SR t 6 I . Coordination with Washingtoa State Department of Traosportatioar was required for right of way lease and improvelneaE. Duritg a secmd coastnrction phase, permitting for the filling of a 2-acre wetlard includiag the purchase aad cnhancemeot of m ofTsite wetlaod/habitat pmperty was required. Kitsap I[aIl - Retail Certer, Siherdale, lVashington Mr. Peck served as Project Maaaga for all sirc gradmg and utilities &sign for the Kitsap Mall ia Silvcrdale, Washiagton- As part of this project hc also ---"ged the adjacent recorstnrstio,D aad realignmeat of Clear Creek Road design &om its two laae configuration to a five lanc a1sial as a Couaty Road Improvcrreut District. Area widc drafuage systeu revisious wern required to accosruodal6 sigrificant incre*ses itr surfaces. Iletropolitan Park District of Tacoma, Tacoma, lYashfurgton Ivk, Peck was project mmager andprincipal designrr for tle upg"adc of cxisting parthg, roadg and water distribtrtion system and thc creaticl of new roa& and parking l,ots fo,r thc zoo and ferry terminal for Pornt Defraace Fark in Tacoma. Indian Summer Golf and Country Club, Olynpia, TVashingtor Mr. Peck was the koject Maaager and Principal Esgmeer for the plmiag and permitting of the golf course end s65id6a1ial &veloporcnt He paticiparcd in the design of the golf cor:rse with the golf course archirect and designed the drainage &om the course. He was rcsponsible for design of grading, roads, &aiaage, water, arrd sanit*ry scwer for the housing dct'elopmeot phases as wcll as the club house. Design hcludtd irrigation system sorrce wcll aad water feature poads. Area wide sanitary sewer impror,-ements as au e*pansio,a of the City of Olympia sJrstrm were also coordinatcd and designcd Cosdioatioa of project dcsigns with evohing County madwidcnicg and draiaage desigr. were rquired. Canterwood Golf aud Courtry CIub, Gig lfarbor, Washington Mr. Peck was retaioed to design &aiaage aad ponds and ffsist th6 golf course archircct with grading and coudiaatimwith the golf course csnstrrctiorr contractu for ttre 22 August 9,2013 Cantrwood golf course. He participated h the siticg of the clubbouse and prking areas and designed the sanitary sswer sys0ecrs fo,r the clubhouse and several of the horrsing developneitt phrses, Tapps Islaud, \ffashington k"j.rt ManagEr/Eagincs, Tapps tsland Associatioa Engircer for more rfi- 17 yers, respoasible for road recqsructioo and widcoiag, storm drainage system recoastructioar iacluding golf .surr &'ainage a*d cart path cmstructioo, and watcr systeo imlrrovemcuts iacluding aew primary well iastallatioa for over 500 cosacctio{rs. Citl of Gig llarbor, \Yashingtou Mr. Peck was Project F.nginaer'/Csrstuctim Adorinistrator for Utfity Local Ioprovemeat Drstrrct 3. reqroasr'blc for &sign ad coostn ctioo of sanitary scwer collectioa systcm to s€rve thc Purdy area- The City of Gig Harbc rctaised the sewices of Mr. Pock md tLe services of Sirs ildHill Ecgineers lac to assist witi the &sigp of the sewer sysM improvements- The p,roject iacluded coordirmfioo with $/ashiagton State Deparmenr of Trauspoa'tadm foruse of Higfiway 16 rigfits of way aad Pierce Cor.lnty for use of their righrs of way- Design includcdpump statioos, force mairs, asd gravity sewers- Citl of University Place, TVashirrglon I\lk- Peck was rctained by &e CiY of University Pl*ce, Waqhington as the sole autbm to prr?arc 6e Feasib,ility Study for Smitrry Scwer Collection Systeo Expansion to ort€nd sanitary scwer collectios service throughout the newly formed City of University Ptace. This study analyzcd the method for p,roviding service, illustrated the pro,posed systeo, and estimated lte costs for syster developmeot The strdy was a c{$p€rative cffort with Pierce Couaty Public Worts. Eleueuts of the Estimate: {.T.S. Eighway l0l- $552,843 9 il{ontLs Hard Coustrtrtion Duratior The f,orecast increase ia rafrc geoerated by Pleasant Habor Marioa acd Golf Rcsort required improvemcats to tte ist€rs€ctioa of U-S, Highway 101 ad Blxck Poiat Road to maintaio aa acceptable lwel of service alrd trafrc safety. Bolh roads wil bc widencd to increase lane wr&hs ald to creatc frrnicg; deceleratioo, end *cceleratioa laaes. Blact Poiat Road will be relocatcd to form a ninety degree iatersactim from its curreot 75 degrees wi& U.S. Highway 101 to improve intcrsectioo sigLt ssfcty rnd turdng oovcooetrts. The srrface of the existing pavenerrt will be ground doum ro allow the additios of a 2-inch rhickness of aew asphaltpavemcat- Thc roadway will be re-chanselized u.ithpalemeot markiry ro deliaeatc the new taffic ptttcms. Black Poiut Road- $317,524 8 Llonths Hard Construction Duration Black Poiot Road will be straighteocd to improw the intersectioo *ligment uith U.S. Highway 101, This roconfigu'atioa wifi require dcdicatimr of new right of way to Jeffersoo County. compl,ete rernoval of tle existing roadway, and road srx-f,ace wid€airy Cmcrete crrb and gutter are lropo.sed to provi& a more formal appeararrce- Aa acccss drive to t[c Mdtiilc area and an August 9,2013 23 acoEss drive to a trew parkirlg trer atrd blrs stop frr Jcfferso Trarsit and Masm Traasit will be establishad wift a ncw forr-way intersectioo- The drive to the partiog area aad bus stop will also provide acccss to a gated scccndary acccss to thc Golf Rcsort area primarily for sasice vehiclcs, pcdestrians, and resort shr*tles. The pavemeot sectioa will be thictcacd to accoomodate higler vohrmcs of traffc. Ruaoff &oo the ncw pa.r.ed aeas will be collected ard trcated to improve water quality prior to discharge. llashiugton Department of Fish aud lYildlife OVDFll) Boat LaurcL Acress Road- S288ll8 6 l\'Ionths Hard Construction Iluration Tbe curreat boat lauqch access road intersects with Black Point Road at an aqrtc aagh aad at the end of a curre resuld.g in a very poor sigt* distmce cooditioo- S/i& p,rojected incrcase ir vehicle traffic this intrrsection would preseut an uosafe cordilios* The existiag locatiou would forn a five-way futersection that is not an acceptable eogineering p-actice. Aa altcrnative locatio,s for t[e boat lauoch access road intersectim is remotc &om &e p,roposed nemr istersecti,oa and provides for a much isproved entraace to Black Point Road- The iaterscctioo with Black Point road would providc fu a llater rea for vehides to stop before eateriag the roadway. The proposed access road route follows al old loggiag road but will require significaor quantitics of tree clearing and grading. Thc csw access road would be paved to a widcrwidth rhnn the uisting road to provid€ for improved clearance betwoea vehicles with trailcrs. Rr:rmtr from thc new acccss road will be colleaed atrd treated to iryorr water quality pnu to discharge. $Iaritinp f illag*. $3,992,777 28 }fouths llar:d Coastnnrtiou Duratian Thc Maritime Village is sinrated in a slo,piag terrain requiring re-contoruiag of tLe site to accmmodat€ drives, parking aod tbree buildrngs- The access &ive aad shutde route to the Errina is to be rrideoed as requircd to include iryoved paking aod &ive Amfug the Eariffi buildings. Paved parting areas md drives will be laudscaped in all reas aod includc cut guttcr, md sidenralk at thc Maritimc Buildio& Sidewalk will connect wilh a pedestrim crossirg of Blaclc Point Road aod the bus stop and a jacat parting area to the soutt- The bus stop aod pErkiry arra will be paved with rsphalt and lmdscaped. A covercd area will be p(ovidcd fur transit patrof,s at tbe bus waiting rea. \Yater aud Sewer }Iajor Facilities (Phase l)- -lVater $I"809,226 I S{onths Eard Construction I)uration A watrr storage facility will be constnrctcd to serve tic cotire rcsort andn ri[a rea. Tbe site corstructod coacrete taok will be a huied oa a high poiat of tfie golf coruse aer the southeasl corner of lte sitc. The tank will cmtain 310,@0 galloos of well water. ThE existtrg well m thc rcsffit site is to be rehabilitated aad an additioaal well is to be drilled aad put itrto service for lte rcs6t watrr sr{rply. The initial consrructim will include traasmissioo pipiag ftom the wells to the storage, distributioar piping md pressure control to establish water pressure zoocs as nee&d rrithiu the servicc area. -Sewer 510,793,904 17 I'fouths ltrard Construction Duration l}e waste water reclamatim ptaat is designed to be efEciently erryaoded as 6e resort Stages and Phascs progrcss. It co,asists of a scrics of coacretc tarts; coocretc building for laboratory, offce, and cmtrols; pumps, blowers, md pipung. Paved &ives aad parting provide access to the August 9,2013 24 oquipment withitr the plant ar€a. 'fhe first of the three phases of tneatmenl plant constuction is included in this estimate. The reatrrent plart will pmduce Class A effluent that is allowed to be uscd for irrigation and firc supprcssion. Treated reclaimcd waicr along with collected site stomwatsr runoff is to be stored in the 120 million gallon capaoity, l2 acrs surface area, and syntheiicslly lined "Kettlc B" storage pond that is included in this estirnate of oonstruction costs. If I can provide you with additional information concerning the pmject in general or the p,rcliminary estiruate of constnxction cost, pleasc conhcl mc. Very truly yours, t**orx\w\t' Craig A. Pu.t).r. August 9,2013 25 3. About RIMS II Final Demand Methodology The following material has been condensed from the RIMS II Uset Handbook Inttoduction and General Comments Effective planning for public- and private-sector projects and programs at the State and local levels requres a systematic analysis of the economic impacts of these projects and progtams on affected tegions. In turn, systematic analysis of economic impacts must account fot the inter-industry relationships within regions because these relauonships latgely determine how tegional economies are likely to respond to project and program changes. Thus, tegional input-output (I-O) multipliers, which account for inter-industry relationships within regions, are useful tools for conducting regional economic impact analysis. In the 1970s, the Bureau of Economic Analysis (BEA) developed a method for estimating regional I-O multipliers known as RIMS (R.egional Industrial Multrplier System), which was based on the wotk of Garnick and Drake. In the 1980s, BEA completed an enhancement of RIMS, known as RIMS II (X.egional Input-Output Modeling System), and published a handbook for RIMS II users. In 7992, BEA published a second edition of the handbook in which the multipliets were based on more recent data and improved methodology. ln 1,997, BEA published a thitd edition of the handbook that provides more detail on the use of the multipliers and the data sources and methods for estrmating them. RIMS II is based on an accounting framework called an I-O table. For each industry, an I-O table shows the indusuial drstribution of inputs purchased and outputs sold. A typical I-O table in RIMS II is derived mainly from two data sources: BEA's national I-O table, which shows the input and output structure of neady 500 U.S. industries, and BEA's tegional economic accounts, which are used to adjust the national I-O table to show a region's industrial structure and trading patterns. Using RIMS II for impact analysis has several advantages. RIMS II multipliets can be estimated for any tegion composed of one or more counties and for any industry, or group of industries, in the national I-O table. The accessibiJity of the main data sources for RIMS II keeps the cost of estimating regional multipliers relatively low. Empirical tests show that estimates based on relatively expensive surveys and RIMS Il-based estimates are similar in magnitude. BEA's RIMS multipliers can be a cost-effective way for analysts to estimate the economic impacts of changes in a regional economy. However, it is important to keep in mind that, like all economic impact models, RIMS provides approximate order-of-magnitude estimates of impacts. RIMS multipliers are best suited for estimating the impacts of small changes on a regrional economy. For some applications, users may want to supplement RIMS estimates with information they gather from the region undergoing the potential change. To use the multipliers for impact analysis effectively, users must provide geographically and industrially detailed information on the initial changes in output, earnings, or employment that are associ.ated with the project or program under study. The multipliers can then be used to estimate the total impact of the project or program on regional output, earnings, and employment. August 9,2013 26 RIMS II is widely used in both the public and private sector. In the public sector, fot example, the Department of Defense uses RIMS II to estimate the regional impacts of military base closings. State transportation depatments use RIMS II to estimate the regional impacts of airpot construction and expansion. In the private-sector, analysts and consultants use RIMS II to estimate the regional impacts of a vaiety of projects, such as the development of shopping malls and sports stadiums. RIMS II Methodology RIMS II uses BEA's benchmark and annual I-O tables for the nation. Since a particular region may not contain all the indusuies found at the national level, some direct input requirements cannot be supplied by that region's indusfties. Input requitements that are not produced in a study region are identified using BEA's regional economic accounts. The RIMS II method for estimating regional I-O multipliers can be viewed as a three-step process. In the first step, the producer portion of the national I-O table is made region-specific by using six- digit NAICS location quotients Gar). The LQs estimate the extent to which input requirements are supplied by fitms within the region. RIMS II uses LQs based on two types of data: BEA's personal income data (by place of tesidence) are used to calculate LQs in the service industries; and BEA's wage-and-salary data @y place of work) are used to calculate LQs in the non-service industries. In the second step, the household row and the household column from the national I-O table are made region-specific. The household row coefficients, which are derived from the value-added row of the national I-O table, are adjusted to reflect regional earnings leakages resulting from individuals working in the region but residing outside the region. The household column coefficients, which are based on the personal consumption expenditure column of the national I-O table, are adjusted to account for regional consumption leakages stemming from personal taxes and savings. In the last step, the Leontief inversion approach is used to estimate multipliers. This invetsion approach produces output, earnings, and employment multipliers, which can be used to ttace the impacts of changes rn Frnal demand on and indirectly affected industries. Accuracy of RIMS II Empidcal evidence suggests that RIMS II commonly yields multipliers that are not substantially different in magnitude ftom those generated by regional I-O models based on relatively expensive surveys. Fot example, a comparison of 224 ndtstry-specific multipliers from survey-based tables for Washington, Washington, and West Virginia indicates that the RIMS II aver.age multipliers overestimate the average multipliers from the survey-based tables by approximately 5 percent. For the majority of individual industry-specific multipliets within these states, the drfference between RIMS II and survey-based multipliers is less than 10 percent. In addition, RIMS II and survey multipliers show statistically similar distributions of affected industries. Advantages of RIMS II There are numerous advantages to using RIMS II. Fitst, the accessibility of the main data sources makes it possible to estimate regional multipliers without conducting relatively expensive surveys. Second, the level of industrial detail used in RIMS II helps avoid aggtegation errors, which often occur when rndustries are combined. Third, RIMS II multipliers can be compated across areas August 9,2013 27 because they are based on a consistent set of estimating procedures nationwide. Fouth, RIMS II multipliers are updated to reflect the most recent local-area wage-and-salary and personal income data. Overview of Diffetent Multipliers RIMS II ptovides users with five types of multipliets: final demand multipliers fot output, for earnings, and for employment; and direct-effect multipliers for earnings and for employment. These multipliers measure the economic impact of a change in final demand, in eatnings, or in employment on a regtion's economy. The final demand multipliets fot ouput ate the basic multipliets from which all other RIMS II multipliers are derived. In this table, each column entry indicates the change in output in each row industry that results ftom a $1 change in final demand in the column industry. The impact on each row rndustry is calculated by multiplyrng the frnal demand change in the column industry by the multiplier for each row. The total impact on regional output is calculated by multiplying the final demand change in the column industry by the sum of all the multipliers fot each row except the household row. RIMS II provides two ty?es of multipliers for estimating the impacts of changes on earnings: fnal demand multipliers and direct effect multipliets, These multipliets ate derived ftom the table of final demand output multipliers. The final demand multipliers for earnings can be used if data on final demand changes are avaiTable. In the final demand earnings multiplier table, each column entry indicates the change in earnings in each tow industry that tesults from a $1 change in final demand in the column industry. The impact on each row industry is calculated by multiplying the final demand change in the column industry by the multipliers for each row. The total impact on regional eatnings is calculated by multiplying the final demand change in the column industry by the sum of the multipliers fot each row. Employment Multipliers RIMS II provides two types of multipliers for estimating the impacts of changes on employment: final demand multipliers and direct effect multipliers. These multipliers are derived from the table of final demand ouput multipliers. The final demand multipliers for employment can be used if the data on final demand changes are available. In the final demand employment multiplier table, each column entry indicates the change in employment in each row industry that results ftom a $1 million change in final demand in the column rndustry. The impact on each row industry is calculated by multiply-g th" final demand change in the column industry by the multiplier for each row. The total impact on regional employment is calculated by multiplying the final demand change in the column industry by the sum of the multipliers for each row. The direct effect multipliers for employment can be used if the data on the initial changes in employment by industry are available. In the direct effect employment multiplier table, each entry indicates the total change in employment in the region that results from a change of one job in the August 9,2073 28 row industry. The total impact on regional employment is calculated by multiplyrng the initial change in employment in the row industry by the multiplier for the row. Choosing a Multiplier The choice of multiplier for estimating the impact of a proiect on output, earnings, and employment depends on the availabrlity of estimates of the initial changes in final demand, earnings, and employment. If the estimates of the initial changes in all three measures are available, the RIMS II user can select any of the RIMS II multipliers. In theory, all the impact estimates should be consistent. If the available estimates are limited to initial changes in frnal demand, the user can select a frnal demand multiplier for impact estimation. If the available estimates are Limited to initial changes in earnings ot employment, the user can select a direct effect multiplier. The EB-5 tegulations provide that "jobs cteated inditecdy" by a regional center- affiliated business may be credited to foreign investors who made a qualifying investment in the business. To show this job creation, "teasonable" methodologies may be used. 8 CFRS204.6(-)(7). The RIMS II input/output model has been recognized by the USCIS as an acceptable methodology for showing job creation resulting from a regional center- affiliated investment project. August 9,2013 29 EXHIBIT 1 - Unemployment rates in the Project Regron In the following chart, WJ focused on the unemployment rates in the region. The unemployment charts highlight the non-seasonally adjusted unemployment rate for the project region. The annual unemployment level for the region n 2012 was 4,286, with an unemployment rate of 8.9 percent. This number has dropped to 8.5 percent as ofJune 2013. Center efferson ,wA ect 2012 J"t 54,376 49,556 4,820 10.1 2012 Feb 54,465 49,474 4,991 10.3 2012 Mar 54,236 49,419 4,817 9.9 2012 Apt 53,626 49,369 4,256 8.9 2012 M"y 53,891 49,514 4,377 9.0 2012 Jrt 53,807 49,523 4,285 8.7 2012 Jrl 52,757 48,567 4,191 8.6 2012 Arg 53,069 48,832 4,237 8.7 2012 s.p 52,955 49,147 3,808 7.9 2012 Oct 53,108 49,388 3,720 7.7 2012 Nov 53,150 49,325 3,825 8.1 2012 Dec 53,457 49,348 4,109 8.7 2012 Annual 53,575 49,288 4,286 8.9 2013 J^n 52,647 48,144 4,503 9.8 2013 Feb 52,618 47,981 4,637 10.0 2013 Mat 53,727 48,768 4,359 9.2 2013 AP.52,266 48,469 3,797 8.2 2013 M"y 52,151 48,247 3,904 8.3 2013 J.rn 52,026 47,950 4,076 8.5 2072 J^n 12,155 10,829 7,326 10.9 2012 Feb 12,135 10,794 7,341 17.1 2012 Mat 12,097 10,827 1,270 10.5 2012 Apt 12,024 10,892 7,732 9.4 2012 Mry 12,758 1 1,008 1,150 9.5 2072 J.rn 12,356 11,226 1,130 9.1 August 9,2013 30 Year Period Labor Force Employment Unemployment Unemployment Rate olo Year Period Labot rofce Employment Unemployment Unemployment Rate %o 2012 J.rl Clallam WA ICtsap County, WA 7 10 2 50 8.7 2012 Arg 12,055 10,956 1,099 9.1 2012 s.p 12,028 11,029 999 8.3 2012 Oct 11,869 10,894 975 8.2 2072 Nov 71,793 70,769 1.,024 8.7 20t2 Dec 11,804 10,689 1,115 9.4 2012 Annual 12,041 10,907 1,734 9.4 2013 Jun 11,730 10,478 1,252 10.7 2013 Feb 17,713 10,434 1,279 10.9 2013 10,654Mar1 1,833 7,779 10.0 2013 Apt 11,637 10,615 1,022 8.8 2013 Mry 11,794 10,760 7,034 8.8 2013 Jr.77,829 10,794 1,035 8.7 20L2 J^.28,827 25,549 3,278 17.4 2012 Feb 28,808 25,501 3,307 11.5 2012 Mar 28,771 25,565 3,206 11.1 2012 Ap.28,448 25,666 2,782 9.8 2012 M"y 28,688 25,832 2,856 10.0 2012 J,,28,915 26,145 2,770 9.6 2012 J,rl 28,51.5 25,794 2,727 9.5 2012 Arg 28,643 25,926 2,717 9.5 2072 S"p 28,469 26,039 2,430 8.5 2012 Oct 28,457 26,044 2,473 8.5 2012 Nov 28,278 25,713 2,565 9.1 2012 Dec 28,468 25,699 2,769 9.7 2012 Annual 28,607 25,789 2,818 9.9 2073 J^n 28,009 24,975 3,034 10.8 2073 Feb 27,875 24,873 3,062 11.0 2073 Mat 28,170 25,329 2,841 10.1 2073 Apt 28,046 25,51.1 ? (?(9.0 207i Muy 27,478 24,951 2,521 9.2 2073 )7 4))24,782 2,640 9.6Jrt August 9,2013 31 Year Period Labot Force Employment Unemployment Unemployment Rate 7o 122,145 172,290 9,855 8.12012J^, 2012 Feb 122,452 712,1.27 10325 8.4 2072 Mat 127,841 1 1 1,865 9,976 8.2 2012 Apt 120,405 111,550 8,855 7.4 2012 Mry 120,827 111,702 9,125 7.6 8,954 7.52012J.rt 120,151 111,197 2012 J.rl 117,735 108,934 8,801 7.5 2012 Arg 1 18,509 109,615 8,894 7.5 6.82072S"p 1 18,369 110,313 7,996 2072 Oct 118,999 111,226 7,773 6.5 2012 Nov 119,378 11.1.,492 7,886 6.6 2012 Dec 120,098 111,655 8,443 7.0 8,907 7.42012Annual1,20,076 111,169 201i J"t 118,202 108,978 9,224 7.8 2013 Feb 118,266 108,696 9,570 8.1 2013 Mar 119,378 110,320 9,058 7.6 2013 APt 117,115 109,281 7,834 6.7 2073 May 117,181 109,023 8,158 7.0 2073 Jrt 116,827 108,275 8,552 7.3 August 9,2013 32 Year Period Labor Force Employment Unemployment Unemployment Rate %u