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HomeMy WebLinkAbout078Pleasant Harbor Economic Analysis Final Report By Wright Johnson, LLC oa/201s \vRTGHT JOHNSON professional authors and analysts An Economic Analysis Of the Pleasant Harbor Marina and Golf Resort Project Final Report Prepared for Pleasant Harbor Marina and Golf Resort, LLP By \X/rightJohnson, LLC August 2015 205 Worth Avenue, Suite 201, Palm Beach, FL 33480 Telephone: (561) 282-6099 Email info@u'rightiohrsonllc. com I August 18,2015 1. Executive Summary This economic analysis repotr, utilizing RIMS II, was prepared to evaluate the economic impacts of a specific project located within the State of Washington, which is being developed undet the sponsorship of the USClS-approved Puget Sound Regionai Center ('?RC"). The project involves the construction, renovation and operation of a 256-acre master-planned resort community located in Brinnon, Washington. This project's activities will be collectively teferred to as the "Pleasant Hatbor Marlna and Golf Resort Proiect". The Pleasant Harbor Marina and Golf Resort Project will tesult in the creadon of 389.4 new jobs from the construction, renovadon and opetation of the project. The Pleasant Hatbor Marina and Golf Resort Project will increase investment in the tegion by a one-time amount of $5318121652. This impact analysis finds that the project will generate significant and positive economic benefits fot the regional economy. The Pleasant Harbor Marina and Golf Resott Ptoject would result in annual gtowth in the tegional economy of the tegion by a gam of $16,832,000 in regional household eamings. a a a a a o a a The tegional economy will experience increased need for business seryices of $219301000 annually. The regional economy will experience annual increased demand on utilities of $2821000. The regional economy will experience annual incteased demand for maintenance and construcd.ofl on afl annual basis of $301880.000. The tegional economy will experience incteased demand on new supplier and vendor links with manufacturers of $2.485.000. Based on the combined total financing for the project of $53,812,652---whtch will include up to $10.0 million in EB-5 capttal from 20 EB-5 Investors will be raised---the individual EB-5 investors in the Pleasant Hatbor Marina and Golf Resort Project can be credited with the creation of 19.5 iobs each. The construction and opetad.on of the project ptovides enough jobs to meet or exceed the requirements of the EB-5 program. The following chart summaizes the annual reveflues and the total permanent new jobs fot construction and operation of the Pleasant Harbor Madna and Golf Resort Project. These figues assume that the expenditures/tevenues for the ptoject given in the table are met. 2 August 18,2015 a o Proiect (with ,VA/CS Code) Proiected Expenditure/Revenue (in 2010 dollars) ($ millions) RIMS II Final Demand Multiplier RIMS il Direct Job Multiplier Total Number of New Direct Jobs Created Total Number of New lndirect Jobs Created Total Number of New Permanent Jobs Created 203.2 Construction (NAICS 236 and 237). $30.689 1 1 .1851 N/A 140.1 343.3 Fumiture, Fixtures, and Equipment Purchases (NATCS 4232, 4234,and 4236) $0.551 3.1541 N/A 1.7 1.7* Traveler Accommodations (NATCS 7211) $1.924 14.7822 N/A 21.4 7.0 28.4 1.2309 13.0 3.0 Restaurants and Other Eating Places (NAICS 72s5) N/A N/A 16.0 389.4Grand Total: J August 18,2015 Table A. Summary of Employment Projection for the Pleasant Harbor Marina and Golf Resort TABLE OF CONTENTS 1. Executive Summary 1-1 Intoducdon....... 1-2 Industry Cluster Definitions 1-3 Discussion of County Grouping Selected based on Commuter Data 1-4 Effect of Household Earnings, Demand fot Business Services, Utilities, Maintenance and Construction, and New Supplier/Vendor Relationships with Manufactuters........... ... ......... 'l 0 2. Methods &Assumptions............ ......12 2-1 Assumptions 2-2 Simulation Inputs.......12 2-3 RIMS II Final Demand and Employment Multipliers .18 2-4 Calcutation of Employment Results Using Final Demand Multiplier......... ........... I 8 2-5 Guidelines and Methodology for Construction Employment Ctead.on 20 2-6 Economic Impacts of The Pleasant Harbor Marina and Golf Resort Prcject..................20 3. About RIMS II Final Demand Methodo1o9y.............. 26 40 2-7 Yeification/Source of Inputs 2 5 6 8 4 August 18,2015 1-1 Introduction !7dght Johnson, LLC, ('WJ") has been reained by Pleasant Hatbor Madna and Golf Resot, IIP ('PHMGR') to perform an economic assessment of a planned investrnent of the construction and operation of a specific ptoject located within the State of Washington. The following industry clusters were ata"lyzed as part of the project: 1. Construction of Buildings - NAICS 236 2. Heavy and Civil Engineering Construction -.NAICS 237 3. Furniture and Home Fumishing Merchant Wholesalets - NAICS 4232 4. Professional and Commetcial Equipment and Supplies Merchant l7holesalets - NAICS 4234 5. Household Appliances and Electrical and Electrical Goods Merchant lTholesalers - NAICS 4236 6. Tmveler Accommodations - NAICS 7211 7. Restaurants and Othet Eating Places - NAICS 7255 Puget Sound Regional Center, LLC is an approved EB-5 regional center with a geographic arcz encompassing the following three contiguous counties within the State of Washington: Jefferson, Kitsap and Clallam. The sphere of influence for the Pleasant Harbor Mzr:r:a and Golf Resort Project ate the same t}ree coundes in Washington. Based on information provided by PHMGR, WJ performed an analysis fot the target industry economic cluster in the proposed ptoject specif,c geogtaphic atea. RIMS II was utilized. The focus of the study is analyzing the region impacts of the construction, renovadon and opetation of a 256-acre master-planned resort community located in Brinnon, lWashington within Jeffetson County. WJ used RIMS II to model the total economic impact associated with various levels of site investrnent and opetational employment. To quantitr the net economic impact (direct and indirect) of the development, RIMS II modeled the following effects: ! .! ! Direct effects of construction employmeflt, household earnings, taxation and output ! { ! Effects of operational employment, household eamings, taxation and output WJ examined the ptoject provided by PHMGR using a multi-industry sector, segregated-region model. Using this model, VJ was able to develop independent forecasts for the proposed use of the project. This segregation of forecasts allowed lfJ/zulfS II to capture the total net effects of the proposed target industry. By analyztng the regional developments with different underlying assumptions for the specific industries, WJ established a realistic prediction of a potential outcome. The RIMS II economic model employed for the economic and job cteadon impact assessment study, fotecasts the economic impact a specific event wi-ll generate tlrroughout a determined area - the three counties within lTashington. Over time, competitive pressutes emerge and then tend to revert back to equilibdum. The process, in that way, depicts the so-called "ripple-effect" impacts economic changes have on a region. In this case, the initial economic stimulation reverberates 5 August 18,2015 through the regional 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 larger economy creating a new level of economic equilibrium. In the long run, the project will materially alter the tegional geogtaphic are by the substantial amount of new investment and related business development activities, including a cortesponding higher level of ouq)ut, taxation, investment, employment and household eamings in the regional ecoflomy. This report is intended to demonsttate the incteased economic impacts within the region. The proposed Pleasant Harbot Marina and Golf Resort Project will tequire a total expenditue of $5318121652 to provide for development of the project. $10,000,000 of the total investment will be through EB-5 investor funds. 1-2 Industry Cluster Definitionsl Construction of Buildings - NAICS code 236: This industry comprises establishments primarily responsible for the construcdon (including new work, additions, altetadons, mai.ntenance, and repafus) of industriat buildings (except warehouses). The construcdon of selected additional structutes, whose ptoduction processes are similar to those for industrial buildings (e.g., incinerators, cement plants, blast furnaces, and similar non-building structures), is included in this industry. Included in this industry ate industrial building general contractors, industdal building operative buildets, industrial building design-buitd fi.rms, and industrial building construcdon management firms; establishments primarily responsible for the construction (including new work, additions, altetad.ons, maintenance, and repairs) of industrial buildings (except watehouses). Th" construcdon of selected additional stfuctrres, whose production processes are similar to those for industrial buildings (e.g., incinerators, cement plants, blast furnaces, and similar non-building structures), is included in this industry. Included in this industry are industrial building general contractors, industrial buitding for-sale buildets, industrial building design-build firms, and industrial building construcdon management fitms; establishments ptimadly responsible fot the temodeling construcdon (including additions, alterations, reconstfucdon, maintenance, and repair work) of houses and othet residential buildings, single-family, and multifamily. Included in this industry are temodeling general contractors, for-sale temodelers, temodeling design-build frrms, and remodeling project construction management frrms; establishments primarily engaged in building new homes on land that is owned or conuolled by the builder rather than the homebuyer or investor. The land is included with the sale of the home. Establishments in this industry build single andf or multifamily homes. These estabtshments are often referred to as merchant builders, but are also known as ptoduction ot for-sale builders.; establishments primarily responsible for the construction of new multifamily residential housing units (..g., high-rise, garden, town house apartrnents, and condominiums where each unit is not separated ftom its neighbors by a gtound-to-roof wall). Multifamily desrgn-build firms and multifamily housing consttucdon management firms acting as general contractors are included in this industry and establishments primarily responsibie for the entire construction of new single-family housing, such as single-family detached houses and town houses or row houses where each housing unit (1) is separated ftom its neighbors by a gtound-to- roof wall and Q) has no housing units constructed above or below. This industry includes general contractors tesponsible for the on-site assembly of modulat and prefabricated houses. Single-family I NAICS code definitions provided by the U.S. Census Bureau 6 August 18,2015 housing design-build firms and single-famiTy construcdon management firms acting as general contractors are included in this industry. Heavy and Civil Engineering Construction - NAICS code 237: This industry compdses establishments primarily engaged in the construcdon of watet and sewer lines, mains, pumping stations, treatment plants, and storage tanks. The work performed may include new work, reconstrucdon, rehabilitadon, and repairs. Specialty trade contractors are included in this group if they are engaged in activities primarily related to water, sewer line, and related structures construcdon. All stuctures (including buitdings) tfrat are integrai parts of water and sewer networks (e.g., storage tanks, pumping stations, water treatrnent plants, and sewage treatmerit plants) are included in this industry; establishments pdmarily engaged in the construcdon of oil and gas lines, mains, refineries, and stotage tanks. The wotk petformed may include new wotk, reconstruction, rehabilitation, and repairs. Specialty trade conttactors ate included in this gloup if they are engaged in activities primarily related to oil and gas pipeline and related structures construction. All structures (including buildings) that are integal parts of oil and gas networkr (..9., storage tanks, pumping stadons, and refineries) are included in this industry; establishments primarily engaged in the construction of power lines and towefs, power plants, and radio, television, and telecommunicadons ftansmitting/receiving towers. The work performed may include new wotk, reconstruction, rehabilitation, and tepairs. Specialty trade conffactors ate included in this Soup if they are engaged in activities primarily related to powff and communication line and telated structures construction. All structures (including building$ that are integtal parts of power and communicadon networks (e.g., transmitting towers, substadons, and power plants) are included; establishments primadly engaged in servicing land and subdividing real property into lots, fot subsequent sale to builders. Senricing of land may include excavation work for the installation of toads and utiJity lines. The extent of work m^y van1 ftom project to ptoject. Land subdivision ptecedes building activity and the subsequent building is often residential, but may also be commercial tracts and industrial patks. These establishments may do all the work themselves or subcontract the work to othets. Establishments that perform only the legal subdivision of land ate not included in this industry; establishments primarily engaged in the construction of highways (including elevated), streets, toads, airport runways, public sidewalks, ot bddges. The wotk pedormed may include new work, reconstruction, rehabilitadon, and repairs. Specialty trade conftactors are included in this gtoup if they are engaged in activities primadly related to highway, street, and bridge construction (e.g., installing guardrails on highways) and establishments pdmadly engaged in heavy and engineering construction projects (excluding highway, street, bridge, and distribution line construcdon). The wotk performed may include new worh teconstruction, tehabiJitation, and repairs. Specialty ttade contractors are included in this Soup if &ey are engaged in activities primarily related to engineering constuction projects (excluding highway, street, bddge, distribution line, oil and gas structure, and utilities building and structure construcdon). Construction projects involving water resources (e.g., dredging and land drainage), development of marine facilities, and projects involving open space improvement (e.g., parks and trails) are included in this industry. Furniture and Home Fumishings Merchant Wholesalers - NAICS code 4232: This industry compdses establishments primarily engaged in the merchant wholesale distribution of furniture (except hospital beds, medical furniture, and drafting tables). AIso, this industry comprises establishments primarily engaged in the merchant wholesale distribution of home furnishings ar.df or housewates. Professional and Commercial Equipment and Supplies Merchant Wholesalers - NAICS code 4234: This industry comprises establishments primadly engaged in the merchant wholesale August 18,2015 7 distribution of commercial and related machines and equipment (except photogaphic equipment and supplies; office equipment; and computets and computet peripheral equipment and software) generally used in restaurants and stotes. Household Appliances and Electrical and Electdcal Goods Metchant Wholesalers - NAICS code 4236: This industry compdses establishments primarily engaged in the merchant wholesale distribution of electrical construction matedals; widng supplies; electric light fixtures; light bulbs; atdf ot electdcal power equipment for the generadon, transmission, distributioll, or control of electric energy. Also, this industry comprises establishments ptimarily engaged in the merchant wholesale distribution of household-type gas and electric appliances (except water heaters and heating stoves (i.e., non-cooking)), room air-conditioners, andf or household-type audio or video equipment. Ttaveler Accommodations - NAICS code 72ll: This industry comprises establishments primarily engaged in providing short-term lodgrng in facilities known as hotels, motor hotels, resort hotels, and motels. The establishments in this industry may offet food and beverage services, tecreational services, confetence rooms and convention services, laundry services, parking, and othet services. This industry comprises establishments pdmarily engaged in ptoviding short-term lodging in hotel facilities with a casino on the premises. The casino on premises includes table-wagedng games and may include other gambling activities, such as slot machines and sports betting. These establishments generally offer a range of services and amenities, such as food and beverage seri.ices, entettainment, valet parking, swimmiflg pools, and conference and convendon facilities. This US indusuy compri.ses establishments primarily engaged in providing short-term lodging in facilities known as bed-and-breakfast inns. These establishments provide short-term lodging in private homes or small buildings converted for this purpose. Bed-and-bteakfast inns are chzractenzed by a highly personalized serrice and inclusion of a fi.rll breakfast in the room rate. Restautants and Other Eating Places - NAICS code 7225: This U.S. industry compdses establishments primarily engaged in ptoviding food services to patrons who otdet and are served while seated (i.e., waiterfwataess senice) andpry after eating. These establishments may provide this type of food service to patrons in combination with selling alcoholic beverages, providing carryout services, or presenting live nontheatical entettainment; establishments primadly engaged in providing food services (except snack and nonalcoholic bevetage bats) whete patrons genetally order ot select items and pay before eating. Food and drink may be consumed on premises, taken out, or deliveted to the customer's location. Some establishments in this industry may provide these food services in combination with selling alcoholic bevemges; establishments, known as cafeterias, gtill buffets, ot buffets, pri-rtily engaged in preparing and serving meals for immediate consumption using cafeteria-style ot buffet serving equipment, such as steam tables, refrigerated areas, display gdlls, and self-seryice nonalcoholic beverage dispensing equipment. Patrons select ftom food and dtink items on display in a continuous cafeteda line or ftom buffet stations; This U.S. industry comprises establishments primarily engaged ir, (1) preparing andf or. serving a specialty snack, such as ice cream, ftozen yogurt, cookies, or popcorn or Q) serving nonalcoholic beverages, such as coffee, juices, or sodas for consumption on or near the premises. These establishments may carry ar,.d sell a combination of snack, nonalcoholic bevetage, and other related ptoducts (e.g., coffee beans, mugs, coffee makers) but generally promote and sell a unique snack or nonalcoholic beverage. 1-3 Discussion of County Grouping Selected based on Commuter Data August 18,2015 8 Using data on work site and place of residence at the couflty level, we examined each of the counties included in the project proposal to calculate where the preponderance of wotkets lives in each coufltf, ranking them by absolute number of commuters to the county. A cutoff threshold was determined for each ranked Iist of worker-supptytng counties; Iists were truncated at the cumulative 95% level of all commuters. Below a 90o/o level will exclude areas that ate significantly affected by the proposed ptoject. Commuting pattems tend to be more spatially coflcentrated than the flow of goods, which have much wider dispersion into and out of the region. However, a tzdeoff. must be made between capturing the indirect economic effects of trade and the induced economic effects of incteased coflsumer spending. An important distinction must be made between the tegional centet'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 intetdependence of economic activities, investrnents within the regional center will have impacts beyond-and potentially far beyond-their botders2. Consideration must be given to the sizing of the study region so that impotant 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 ofl goods origrnating 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 abiJity to claim final demand will be diminished. The combined percentage of workers ftom Jefferson County, I(itsap and Clallam County, WA that conrmute intoJefferson County, WA is 96.980/o where the project will be located. U.S. Census Bureau, County-to-County Work Flows. ftttp://www.census.gov/population/www/cen2000/commuting/index.hrnl#WA) ,- USCIS has interpreted that while the regional center's EB-5 capital investment activity may produce a legitimate economic benefit outside its fonnal jurisdictional regional center boundades, the data set used to estimate job creation should fit within the intended impact of the capital investment projecl V{here appropriate, regional data should be used as the basis for a regional center's job creation analysis 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 geogtaphic 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. (See, USCIS 'EB-5 Immigrant Investor Program Stakeholder Meeting, October 14,2070" slides (?DF version of document downloaded November 19, 2010). August 18,2015 9 Area Employment Shate Jefferson Co., Kitsap Co., and Clallam Co. Rest of lTashington All Other Total 9,426 244 50 9,720 96.98% 2.5loh 0.51% 100.00% Co-muting to Teffetson County 1-4 Effect of Household Earnings, Demand for Business Services, UtiJities, Maintenance and Construction, and New Supplier/Vendor Relationships with Manufacturers If the proiect was to be operating at the stated capacities given in this repott, the economic impact as measured by household eamings, demand for business services, udJides, maintenance and repair, and new supplier and vendor relationships is summaraed tn the chat below. Household Eamings (Labor Income) The jobs created by the various compoflents of the regional center will subsequently create new sources of household income. The total household income ftom the project will be $16.83 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 iobs that will be created u/ithin the regional center, with indirect impacts allocated based on the types of commodity inputs required by the businesses that would potentially locate in the tegional ceflter. Demand fot Business Services, Utilities, Maintenance and Construction, and New Supplier/Vendor Relationships Created with Manufacturets The total economic impact of the regional ceriter from the supplier purchases and business relationships for the tegional center will create apptoximatety $36.58 million in additional economic activity across the tegion. These supplier purchases are calculated from the indkect increase in 10 August 18,2015 Project Total Total the above categories $2,930,000 Utilities Maintenance and repair construction Supplier/vendot links with manufacturers $2,495,000 Total these 4 categoties Category $16.832.000 $282,000 $30,880,000 $36.s77.000 Householdincome ftom: Construction Fumitue, Fixtures and Equipment Purchases Hotel Operations Restaurant Opemtions $15,597,000 $59,ooo $823,000 $363,000 Demand (output) for: Professional and business support services Summary Measutes of Economic Impact for the Proiect output generated by the RIMS II model. It should be noted that some of these suppliet industries might potentially locate within the regional centet, and their economic output is included in this total. The estimate of supplier purchases is based on the commodity data rn the RIMS II input-output model. This data specifies the amount and type of commodity input needed to maintain specific types of business operations. The model estimates the supplier purchases based on the types of iobs and number of jobs that wili be created u/ithin the tegional center. In addition, the model allocates the suppliet purchases to businesses within the tegion, based on trade flow data from the U.S. Buteau of Economic Analysis. The regional centet will create demand for business services including, ptofessional services, and business services and support serrrices. The impact of this activity totals about fi2.93 million annually. Utilities include services such as electricity, natural gas, and water and sewer facilities. The economic impact on utility services totals about $0.28 million. Maintenance and repair services include some building and construcdon activity on existing buildings. The tegional center would create an economic impact of about $30.88 million within these sectors in the region. Because most of the construction activity is either upfront during building construcdon or integrated into repair and maintenallce services, the economic impact for construcdon sectofs is minimal on an ongoing basis. New suppliet/vendor relationships with manufacturers would create an economic impact of about $2.49 million. These activities include purchases of locally manufactured goods plus purchased materi.als fot construction, plus any locally produced materials used in food services. 11 August 18,2015 2. Methods & Assumptions 2-1 Assumptions For the project, WJ examined the economic effects of site development and operations. Wl systemadcally reviewed each set of assumptions used to properly customize the sector outputs that make up the set matrices. In the following assumptions, WJ applied specific sector data resultingn ^very detailed, realistic and logical range of likely outcomes. The tables within this analysis show the expected spending as weII as incteases in employment and household earnings for ongoing operadons. Additionally they show dollar output generated and local state and federal tax revenues. The definition of "direct )obs" through RIMS II used in this report should not be confused with the concept of "ditect iob" cread.on measurable by Forms I-9, paytoll records or other similat documentation as set forth in 8 C.F.R. S 204.60X4)(r(A) That section contemplates individually identifiable "di-rect hire" type jobs created which can individually identi$, the actual employees of the Job Creating Entelprise flCE), most often in the non-regional center context. When economists use the term "di-tect" 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 Immigrant Investor Ptogtam results from an immigant investot's investment). Fot example, where a regional center- based flew cofiunercial entelprise comprised of immigant investors renovates a building it purchases, the employees of the vadous unaffi.liated tenants of that building would be considered "direct" jobs in the context of an econometric report. However, as noted in USCIS' stated EB-5 policy, those jobs are not "diiect" in the sense set forth in 8 C.F.R. S 204.60X4)(i)(A) where the new commercial entelprise is itself the employet that can provide Form I-9 or other similar documentation on its own employees. The tenants' employees are not "direct" employees of the regional center-based new commercial entelprise, nor may they be counted for other iob creation credit calculations "unless" the tenant jobs were not pre-existent somewhere else, and merely were existing iobs tansferred to the new teflant location ftom z prior location where they had existed. To be clear, this report does in fact also set forth the numbet of EB-5 "direct" jobs that are likely to be created by the JCE within its expanded production capacity as a result of the expansion project, and that by the point of filing to remove conditions by way of the f.ormI-829 process, the JCE will be fully compliant with 8 C.F.R. S 204.6(,)(4)(u1) in providing ptobative evidence for the proof of "direct" EB-5 yob creation. In addition, and within the context of regulations which apply particularly to regional centers, fot calculation of the resultant and newly induced and indirect job cteation, is not Forms I-9, payroll records or similar documentation that will be the needed to meet the USCIS' preponderance of evidence standard, but tathet "teasonable methodologies" such as used fot this report. 2-2 Simulation Inputs The data used includes an estimated constuction timeline and development costs provided by PHMGR. August 18,2015 t2 Industry and project related metdcs such as ouQut and employment u/ere compared to national and regional data sources. Information from the business plan for the proposed industry cluster was provided by PHMGR and such information within the plan was evaluated and then incorpotated into this analysis for arca specific background and demogtaphic pulposes. Based on the data provided and corroborated, inputs were created for use in the RIMS II system to model the economic impact of the operation phase of the project. The relevant information and data used to develop the model inputs of the project was provided by PHMGR. A summary of the proposed project follows: Pleasant Hatbor Marina and Golf Resot Proiect - A 256-acre master-planned resort community located in Bdnnon, lTashington, within the county of Jefferson. The total investment into the ptoject wili be $53,872,652 and the EB-5 investrnent is projected to be $10.0 million. The remaining ff43,872,652 wiII come from developet equity and domestic funding. PlcEat ilntar enicd Phcc r adEli OcEiflio. fira E!-5 EfEibh lSard ffinrtioo ccts EFs EtEibb soft corts Lrrd CGtr tl?, tlt.l 8Pn hErr.rtiur tHt!iltEistsd trirlimlrll lln*rsrre ti4 llrrEr/!ilrEe ociprcrrdtgcrffr rlroftficrrysi r/ErE! ondructlrE iGrncu*6*r ScSicTrlEd lrliilr! lnEidlsldp tirlr/trEe T+F ED'nrEE.tnrrUFE..tE E}lEtio:r{r{16*, SIIBILI fat'r Orry ilrO rnprurrncnls E ! Etfu: HrEGrt! SaflrIIr GElnJctfEClfE Grtri OGG*TdLI#C EEi-rrirBCB rItir:$E!B5rE ElltE*iitHr6erE q*rH..rtCorrr FFTE FlsIFE nilt AIE i&!oafnE st EtiDr Hrldott! otrrHlr{Go.ft orerdiqrort? rc'trd.fEPraFEG )anrGrt STEL llrirOoctrrhlcrrhr,sdrry lSnlEE tr STErI Itt-. furilr!.Tfr3 rr.ElrE EdOilSFCriCG sr18mff Ssrt t{t su4ul sr'g,E.n sr,rESrE tr,5EB s!m,E 5r{onao $ronm 's,om Slm,B sa?.m 545rnmo $i16,@ s{so.ofi trE oo sal'rsr 37I{AJil sEm.oos,m Sln,2oo Srr|5. il $,rrq7rt I,jE..TXt 5:m/m 5588.ll5 9E,158 $:lm*ao s3l'r€ $,,lr.E6 StttlE srrr2.E $!1843 Sr8rJr! ,1.r,,\7? Sr,s9,126 38,!m"m lm.oo 3t o,oo 5a!o.oo sEm,oo 3:m,otr $Jm,m 9/$o,00 Stm,o@ 57.E]clrr, S&rjo.7r.' srm,m seffiJ!|5 St,EEo,aBo str8 August 18,2015 surs.4r 5firo 13 Construction Construction will last approximately 30 months and the total hard constuctior costs of this project will be fi35,906,295 (in curent dollars). The curent RIMS II multipliets are ftom 2010 therefore we must deflate the expenditures to 2010 dollars. According to the Tumer Construction Building Cost Index, the cost index in 2010 was 799 vs. the 2"d Quarter 2015 cost index of 9383. Therefore, the construction costs fot this project will need to be firther teduced to teflect 2010 dollars. 3- www.tumerconstruction.c on f corterlt f files/Costlndex20 1 5Qrtr2.pdf August 18,2015 t4 Quarter 2nd Quarter 2015 Ist Quarter 2015 4th Quarter 2014 3rd Quarter 2014 Year 2014 2013 2012 2011 2010 200e 2008 2007 2006 2005 2004 2003 2002 ffi e02 864 830 8,L2 7gg e32 e08 854 793 7L7 655 621 619 Index 938 s27 917 e08 A% 1.19 1_0s 0-se 1-34 A96 4.4 4.1, 2_t 1-6 4.0 -8_4 6.3 7_7 10.6 9_5 5.4 0-3 1.0 The Turner Building Cost lttdex is detertltined by the following factors considered on a nationwide basis: labor rat'es and productivity, tttaterial prices attd the cornpetitive condition of the lnarketplace. August 18,2015 15 To convert this figure to 2010 dollars we use the2"d Quarter 2015 cost index of 938 and divide it by the 2010 cost index of.799. This gives us a figute of 938/799 = 1,.77. To convett the $35,906,295tn cuffent dollars to 2010 dollars, the expenditure is divided by 7.77, to yield $30,689,141. Construcdon Expenditute Curtent Dollars vs. 2010 Dollars Current Dollars 2010 Dollats $35,906,295 $30,699,141 Construction employment was derived thtough expenditure modeling based upon detailed construcdon cost figures supplied by PHMGR. Verification at the I-829 stage of the EB-5 process would be teceipts, tax documents, and other expense tecotds. Furniture. Fixtures and Equipment Purchases (EB-5 Eligible Soft Costs) Per the developer, the total expenditure for FF&E purchases will be $606,000 (in cutent dollars). To convert this figure to 2070 dollats we use the 2015 Producer Pdce Index (PP! for merchant wholesalets, which is 729.4 and divide it by the 2010 PPI of 118.0. This gives us a figure of 129.4/118.0 = 1.10. To convert the $606,000 in curent dollars to 2070 dollars, the expenditure is divided by 1.10, to yield $550,909. Fumitute, Fixtures and Equipment Purchases Curtent Dollars vs. 2010 Dollats Curent Dollars 2010 Dollars $606,000 $550,909 Expenditure into the wholesale trade industry that was used as input to the RIMS II model was taken ftom the business plan provided by PHMGR. Verifi.cation at the I-829 stage of the EB-5 ptocess would be verification of expenditue based upon receipts, tax documents, afld other expense records. Hotel Ooeradons - The total tevenue of the hotel will be $2,193,852 (trL cuffent dollars) during the first year of operations. 16 August 18,2015 rYl PROFORMA PROFIT AND IOSS FY2 fYJ tY4 FY5 Roo?nl Room llitht! Orcupen<, irtr O(curicd Roon Nthtr AYCT.B? Oaliy F.tr (ADRI R8PAR iavcnlJ. Room! food Sarcr4r Orh.t food & 8cl!r.tc Othar Oparatcd Ocp.rtftrnB Rantalt e O'dlcr lncoflra fotal taYanua O.p.nm.n!al EIPant.a ioom Epaft!", tood & tac?.3! oth.r Oparatad Ocpti e RCn!.lr Iot a O.fL [rp.,r5 LrndBtrihicd Op.r.tint Erpcnrcr Admin I G.0aral M.rtaDn3 E xr3y Cort! Properry Ogar & M.in rol.l t nd6trib- Exp.n3c firad Chrrlr, TrxC' lniurtnca Manalmant fcar lotd th.d Ch.Cg Yotd lfofd trp(u.t '( ol G?o3t Ra. To convert this figure to 2070 dollars we use rhe 2075 Consumer Price Index (CP! for lodging away from home, which is 319.084 and divide it by the 2010 CPI of 280.431. This gives us a figure of 319.084/280.431 = 1.14. To convett the $2,193,852 tn cuffent dollars to 2010 dollats, the expenditure is divided by 1.74, to yield fi7,924,432. Revenue into the accommodations industry that was used as input to the RIMS II model was taken ftom the business plan provided by PHMGR. Vedfication at the I-829 stage of the EB-5 process would be tax retums and other financial statements. Restaurant Ooeradons The galley bistro will hire 13.0 direct employees by the first yeat of operations Direct employment into the food and beverage industry that was used as input to the RIMS II model was taken ftom the business plan ptovided by PHMGR. 66 2r,090 &r1 9,536 s219.93 s91.07 65 24,090 509a 12.045 S22{.,12 s1i6.16 65 2{.090 t',( i{,213 s229.00 s139.E7 55 2a,0s t9,( la.2tl 5233.58 s1.2.66 65 2.,090 59r( i4,213 s238.25 s145.52 96 5* 0rt olx olt ,11 0ra r6r s2,r 19,261 s8,775 s2.194 s2,t9,r 96,071 s15.357 J1rr3152 96 5t 0.t 0lx 0tr t lla orx t&* s2.703.139 911.193 s2,798 32,79t 558.75. 519.5EE 31Da2r ,6 6,. 0.r ot* 0tt , lra 0rr r6t s1,254,8@ sr3,,177 s3,369 s3,369 Sm,7s, s23,5t5 31:!5rr5t x6r 0a: 0lt 0li 2lx or{ spl s!.319.896 513,74 7 s3,.37 S3,.t, st2,L72 s2{,0s7 33,.35,r13 96 6r or; 0rt 0lt llr 0rx tor s3,385,29,r s1,r.022 s3.50s s1,505 sr3.515 s2a,t18 S3,505,tm s117,92r S.7,17r s107.r19 s272.918 s1.7{2.079 9lx s703.03, 51E,518 sr3,303 9rta,e$ 5252.810 s175.207 S131./tO5 s1{..881 s71..30r 116,x 91 6i !t t* ,rr* ,at tl* lr. att ,r l* ,tr lat llr s258,066 s178,711 s1t r,033 sr47,?E0 5r28,590 5120,286 !.8,1r4 s1o9.976 s278,376 51,r76,92 I s2r( lt 6r 9t 6a l, 'r,a,at ,t* tr* ,r* att ,l,r !t{ lat !)r s717.09r 318.888 333,969 3769,t55 sr6,78S sto,Tlr 970,203 s77?,702 51,r34,300 52r( ,r 6* 91 6n r5lr u,at ,aa tlr tnr alt ll ,t tt* ta3 rl* s457.760 912,057 521,58. 949t,JO2 9:71,120 511.,08X) s85.560 59.,336 s465,097 s218,266 s1,r5,511 31Cr.r3! 5U0.326 959r,235 59r,940 s39.r76 5E9,5.S 5226.551 S1..,16,812 52t( ,l 6r( ,:6t t5 ,!a ,lrt ,r* tlt !9t r,* li r* Itr I 4t( !x 3533.r7r s15,379 s27,658 sGr6.tt6 s2r3,427 s182,285 51t6,7 1{ 5150,736 sr.3,162 5112.692 s.l9.077 5112.179 s2El,9.|,l s1.812,.59 5?X ,t 6r 9i 6X lt ,i tLr 7$( ',T!9{ art ll l* Itt l$ !}x S73 1.'139 5r9,265 s!4.518 37!5,39. Current Dollars 2010 Dollars $2,793,852 fi7,924,432 August 18,2015 17 Hotel Revenue Curtent Dollars vs. 2010 Dollars Verification at the I-829 stage of the EB-5 process would be W'-2's, I-9's andf or other payroll documentadon. 2-3 zuMS II Final Demand and Employment Multipliers Shown in the chart below are the act:r.l RIMS II final demand and employment multipliets used in each project for this analysis specific for the counties urithin the ptoject region. INDUSTRY Multlpllcr Flnal Oemnnd Olrect Efiect Ouput/l/ (dollars) Earnlng!l2/ (dollars) EmploymenUU (jobs) Value-addcau'V ({lollara) Earnlngvt (doll0nr) Employment/tr' (iobs) 2(XXP0 CorBtruction 1.5941 0.5080 'I 1.l€8 1 0.8498 t.4Tr3 1.6895 tl2{Xx)0 ]Vhobsab bade 1.3749 0.iO7I 7.W 0.9r 14 1.3595 1.6757 7211A0 HoHr arrd mo{els, includng caiino hotels t.tlitt 7 0izn 117W.0.9r54 1.,1069 f .ixm 722(m Food iervice! rnd fintiDg plrces 1.4441 0.4266 19.5401 0.7939 1.3970 1.zffi Reghn Oefinlim: Cldhrn, WA; Jefie]3oo, wrt Kit3ap, W 'hdudcs Govclrmcnt cnE plisas. t. Eactr €fluy in 6lu'Irl 1 represettts he totsl doler cfiange in outpufiet occ-lrrs in al indusries fu each addtional dola, ol ouput dehrered lo fnd demand by the hdrnry corespondng b fi€ eflry. 2. Each entry in colu.m 2 reprcaeris ille lotel dolar crrenge an eanimE d hq,,schdds empbyed by aI induslrics b, eadr dddmal dofiar ol otrF., dehr# b find rhrnrrd by thc iratstry corrE3pondng b $e e(nry. 3. E clr entry in cdum 3 represens tle btel d|3ngE in nuflber ofi]bs th81 rculs in dl indusries tor es.rt addftionel I millim ddhrs ol ouEut (bl\/ered b final demand by fie indusry cotrespon(lng to fhe eilry. Because fie emdrymem mu@ins are besed on 2010 deta, fie oupr.i &f,\,ered b find dfiiard stmrdd be in 2010 (blels. il. Eldl €{rrry in coluflm 4 rcpreaefits hc rotd dolrr dlenge in value ded thet mrrs in dl -nduslries b edr eddftiond (lolal ol outpul delt Ered D find deflfld by fle irxlust]y correspondm E lhe eflry" 5- Eaci €rfiy in colurm 5 represems tre blal dolat .fiilge in earlngE ot houseMds employed by eI irdu$riB br eadl ddrional dolar ol e.rniius p.i, drecdy b trrusehol& cmdoyd by tle furustry co.reapdrdng !o the entry. 6. Each €fltry in colunm 6 represems he tolal dlang|e in number ol Fbs h r[ indH]ies ior eaElt dliorBl iob h tE irxrlEEy coflEsmrdng lo the emry. NOTE-MunipIeB are brsd oo fE 2002 Bencilnark lnpllt€upfl TaHe tu ille Nrtioo and A)10 regionel dare- Indusry Lisr A ireilifEs dle hdust,ics concspondirg b ilE efilrica. SOURCE-Begional hgu-OuB{ Modetng S}stem (RIMS ll), Regbnal Producl Exvisaon, Bureau ol EDorpfiiic Analy$s. 2-4 Calc,,tlation of Employment Results Using Final Demand Multiplier Construction Looking first at construction $IAICS codes 236 and237),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 of jobs produced based on the expenditures for constnrction of the developmeflt, which is shown in Table A of this report. This figure is $30.689 million (in 2010 dollars). Therefore if all the iobs were counted, there would be $30.689 times 11.1851, or 343.3 jobs. This figule includes direct and indirect jobs. Construction will last approximately 30 months therefote we can count ditect iobs ftom the expenditure. The employment multiplier is 1.6895, which meafls that for every 1 direct job there are 1.6895 total jobs. Hence for every 1 direct job there are 0.6895 inditect jobs. If there are a total of 343.3 jobs August 18,2015 18 when all categod.es are counted, then based on this multipliet, there are 203.2 duect jobs and 140.1 indirect jobs. This is the figure shown in Table A. Fumiture. Fixtues and Equipment Purchases For NAICS codes 4232, 4234, and 4236 (Furnitute and Home Fumishings Merchant Wholesalers, Professionai and Commercial Equipment and Suppliets Merchant \X/holesalets, and Household Appliances and Electricil and Electrical Goods Metchant \Wholesalers), the final demand multiplier ts 7.8220 and the employment multiplier rs 1.6757. The final demand multiplier is used to determine the total number of jobs produced based on the purchases of FF&E fot the development, which is shown in Table A of this (eport. This figwe is $0.551 million (in 2010 dollars). Therefore if all the jobs wete counted, there would be $0.551 imes 7.8220, or 4.3 jobs. This figure includes direct and indirect jobs. However, FF&E purchases are a one-time evenq therefote we can only count indfuect jobs from the purchases. The employment multiplier of.1 .8220 must be reduced (or have the rlirect effects taken out) to reflect indfuect impacts only. The final demand multiplier of 7.8220 is divided by the employment multiplier 1.6757 to yield 4.6679 . This figue teflects the direct effects only therefote we then subta ct 4.6679 from 7 .8220, which gives us the indirect final demand multiplier of 3.7547. The indirect multiplier of.3.1,547 is then multiplied by the expenditure of $0.551 to produce a total number of indirect jobs of 1.7. This is the figute shown in Table A. Hotel Ooeradons - Fot NAICS code 7277 (Iraveler Accommodations), the final demand multiplier is 74.7822 and the employment multiplier is 1.3302. The final demand multiplier is used to determine the total number of jobs produced based on the projected revenue in NAICS code 7271, which total $7.924 million (in 2010 dollars), as shown in Table A of the report. Hence if aII the jobs were counted, there would be$1.924 times 14.7822, or 28.4 iobs. This figwe includes ditect and indirect jobs. The employment multipliet is 7.3302, which means that for every 1 dirssl job thete are 7.3302 total jobs. Hence fot every 1 dfuect job there arc 0.3302 indirect jobs. If thete are a total of 28.4 jobs when all categories are counted, then based on this multiplier, thete ate 27.4 duectjobs and 7.0 indirect jobs. This is the frgure shown in Table A. Restautant Ooemtions For the restaurant operadons (I\TAICS code7225), the employment multiplier is 1.2309. The ditect employment multiplier is used to determine the total number of jobs produced based on the ditect job input fot NAICS code7225,which is shown in Table A of this report. This figure is 13.0 ditect iobs. Therefore if all the jobs were counted, thete would be 13.0 ditect jobs times 7.2309, or 16.0 iobs. The employment multiplier ts 1..2309, which meafls that for every 1 direct job, there arc 1..2309 total jobs. Hence fot every 1 direct job, thete are 0.2309 indirect jobs. If thete ate a total of 13.0 ditect then based on this muitiplier there are 3.0 indirect jobs and 16.0 total iobs. This is the figure shown in Table A. t9 August 18,2015 2-5 Guidelines and Methodology for Construction Employment Cteation USCIS guidelines state that di"ect construction jobs iasting less than two years should not be counted for the purpose of determining EB-5 job count. However, the indirect jobs can be counted. The method used to determine indirect employment creadon is capitai expenditure to determine direct and indirect iob creation and then to subtract the direct jobs. The project will include more than two years of construction. Therefore, ditect construction jobs will be included in the total census. Also, the number of construction jobs must be based upon the capital expended on the "hard costs" of construction and the EB-5 eligible cost of futnitute, fixtues and equipment purchases. Soft costs, such as development fees and permitting are not included. These jobs are calculated as indirect effects within the RIMS II model and to use these costs would be double counting. For this analysis the developer has provided WJ with final estimates of all expenditures of the project. Of the $53,812,652 in capital expenditure, $35.906,295 will be spent on hard costs for the development, 5606,000 for EB-5 eligible soft costs (ail in curtent dollats). The economic impact calculations in this report are based on the RIMS II finat demand multipliers. The numbers in the following tables are calctilated by multiplying expenditues or revenue by the RIMS II multipliers for the region, fot example: the hard construcdon costs by the RIMS II construcdon multipliers. 2-6 Economic Impacts of The Pleasant Hatbot Marina and Golf Resort Project Construcdon: According to the business plan, the hard construction costs are expected to be $30.689 million (in 2010 dollars). The construcdon will take apptoximately 30 montfrs to complete. The RIMS II final demand multiplier for construction is 11.1851. lWhen multiplied by $30.689 million (2010 dollars) that creates 343.3 new jobs. Table 2-1, an.d 2-2 show the economic impact of the consttucd.on expenditures for the 20 majot industrial classifications in the RIMS II input/output model. Please note that in these and succeeding tables, ouq)ut and eamings are given in thousands of dollars. Industry group Agriculture, forestry, fishing Mining Utilities Construction Manufacturing Wholesale trade 52 49 10609 473 141, Employment Output 335 218 236 30852 2421, 470 Eamings 71, Table2-L. Inctease in Oulpu! and Eamings fot &t0.689 Million August 18,2015 1.9 1.5 0.6 204.3 10.6 2.2 20 in Construction Retail tade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Professional, scientific, 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 Othet services Households 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 Professional, sciendEc, sen ices Management of companies Administrative and waste management Educational services Health care and social assistance Arts, entertainment, and recreation Accommodation August 18,2015 Output/Employee 776.9 746.4 396.9 151.0 227.8 2t4.6 85.3 735.3 259.3 z>7. ! 262.5 172.7 aaA 1LLA. I 63.9 52.7 108.0 49.1 89.2 Earnings/Employee t t.J 35.'t 82'5 57.9 44.5 64.5 28.0 43.7 58.1 58.9 1"3.3 64.7 89.9 25.4 19.5 47.7 16.4 27.5 i l.z 3.6 2.t 3.1, 9.9 1,3.3 0.3 6.5 2.7 17.9 3.6 1.3 1,1,.3 6.8 2.7 3170 485 534 780 2605 2292 61. 417 741, 1933 775 t20 772 954 0 1040 1.57 t20 181 132 859 25 1,66 52 853 58 37 21,8 273 21, Total 343.3 48,972 15,587 Table 2-1 shows that there will be a total of 343.3 new jobs cteated from the construction of the development. Total output will rise about $48.91 rnillion, while total household earnings would increase by about $15.59 million. Table 2-2 shows that output per new worker for the construction sector would be about $151,000, with avemge annual earnings of about $51,900. For all new workers, the correspofldiflg figures arc $742,500 and $45,400. Employment 1,.9 1.5 0.6 204.3 10.6 ,,) 37.2 3.6 2.1 3.1, 9.9 13.3 0.3 6.5 2.7 t7.9 3.6 1,.3 21 Table 2-2. Ofiput and Eatnings Pet New Worker for $30.689 Million (2010 Dollars) in Constnrction Food services and ddnking places Other services Households 17.3 6.8 2.7 62.9 740.2 0.0 19.2 40.L 8.0 Total 343.3 t42.5 45.4 Furniture. Fixtures and Equipment Purchases (EB-5 eligible soft costs): According to the business plan, the FF&E purchases are expected to be $0.551 miilion (2010 dollars). The RIMS II final demand multiplier (indirect impacts only) fot wholesale trade is 3.1541,. lVhen multiplied by $0.551 million (2010 dollars), that creates 1.7 new jobs. Table 2-3 and 2-4 show the economic impact of the expenditures for the 20 maior industdal classifications in the RIMS II input/output model. Please note that in these and succeeding tables, ouq)ut and eamings are gfven in thousands of dollats. Table 2-3 shows that thete will be a total of 7.7 new jobs created ftom the FF&E purchases related to the development. Total output will rise about $0.21 miilion, while total household eamings Industry gtoup Agricultue, forestry, fishing Mining Utilities Construction Manufacturing Wholesale trade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Professionaf scientifi c, services Management of companies Adminisftative and waste management Educational sewices Health care and social assistance Arts, entettainment, and recreation Accommodation Food serwices and drinking places Other services Households Total Employment Output Eamings 0.0 0.0 0.0 0.0 0.0 7,t 0.1 0.1 0.0 0.0 0.1 0.0 0.0 0.1 0.0 0.1 0,0 0.0 0.1 0.0 0.0 1.7 207 0 0 0 0 0 0 0 7 1, 2 52I 44 2 2 7 1 7 2 0 7 0 3 0 0 7 7 0 59 7 4 ) 3 71 4 7 3 7 8 7 0 3 5 0 August 18,2015 22 Table 2-3. lncrcase in Employment, Ou(put, and Eatnings fot $0.551Million (2010 Dollars) FF&E Purchases, Indirect Iobs Ontv would inctease by about $0.06 million. Table 2-4 shows that output per new worket fot the wholesale trade sector would be about $144,800, with average annual eamings of about fi42,1.00. For all new workers, the corresponding figures are $118,800 and $34,100. Hotel Ooeradons: The hotel is projecting revenue of $7.924 million (2010 dollars) during the fust year of opetations. The RIMS II final demand multiplier for accommodations is 74.7822. $[hen multiplied by $1.924 million (2010 dollars), that creates 28.4 new iobs. Table 2-5 and 2-6 show the economic impact of the expenditutes for the 20 mqor industrial classifications in the RIMS II input/output model. Please note that in these and succeeding tables, output and eamings are g{ven in thousands of dollats. Industry group Agdculture, forestry, Frshing Mining Employment Output Earnings 4 I 00 Table 2-4. Ou@ut and Eamings Pet New Wotket for $0.551 Million (2010 Dollars) FF&E Putchases, Indirect Jobs Only Industry group Agriculture, forestry, fishing Mining Utilities Construction Manufactudng Wholesale trade Retail trade Ttansportation and warehousing Information Finance and insurance Real estate and tental and leasing Ptofessional, scientific, services Management of companies Administrative and waste management Educational senrices Health care and social assistance Arts, entertainment, and recreation Accommo&tion Food services and ddnking places Other services Households Total Output/Employee 95.6 84.5 271,.2 701,.2 1,28.1 1,44.8 57.6 77.2 150.1 774.0 1,46.7 85.5 1.54.0 42.5 35.7 73.0 34.2 62.2 42.5 97.5 0.0 118.8 Eamings/Employee t9.9 0.0 55.0 33.4 27.0 42.1 18.3 30.1 34.8 39.3 7.7 36.0 60.8 1,6.5 't2.8 31.2 1,1,.3 18.1 12.7 26.9 4.7 34.1 Employment 0.0 0.0 0.0 0.0 0.0 7.1, 0.1 0.1 0.0 0.0 0.1 0.0 0.0 0.1 0.0 0.1 0.0 0.0 0.1 0.0 0.0 1,.7 and for Hotel Opetationsrn 0.0 0.0 ZJ August 18,2015 Total 28.4 2,754 823 Table 2-5 shows that there will be a tot^l of.28.4 new jobs cteated from the opetation of the hotel. Total output will rise about $2.75 million, while total household eamings would increase by about $0.82 million. Table 2-6 shows that output per new worker for the accommodation sector would be about $90,000, with average annual earnings of about fi27,400. For all new workers, the corresponding figures are $96,800 and $28,900. Utilities Construction Manufacturing Wholesale trade Retail trade Transportation and warehousing Information Finance and insurance Real estate and rental and leasing Ptofessional, scientific, services Management of companies Administrative and waste management Educational services Health cate and social assistance Arts, entertainmen! and recreation Accommodation Food serrices and drinking places Other services Households Industry goup Agdcultue, forestry, fishing Mining Utilities Construction Manufacturing lTholesale trade Reail uade Transportation and warehousing Information Finance and insutance Real estate and rental and leasing Profes sional s cientifi c, services Management of companies Administrative and waste management August 18,2015 0.1 0.1 0,1 0.1 1,.1 0.3 0.2 0.2 0.7 0.4 0.1 0.7 0.1 0.9 0.3 21..5 1.0 0.4 0.1 Output/Employee 140.0 153.8 399.7 151.7 223.6 2t4.5 85.3 7t3.7 206.3 253.9 213.6 1,24.3 227.0 66.9 JJ 27 32 73 7 7 6 4 30 17 71 9 8 24 6 17 3 45 5 587 18 1.6 1 93 JI 46 41, 1.49 55 73 46 8 101 't5 7932 60 55 0 Employment 0.0 0.0 0.1 0.1 0.1 0.1 1.1. 0.3 0.2 0.2 0.7 0.4 0.1 0.7 24 Earnings/Employee JJ.J 0.0 82.2 52.4 44.2 63.1. 28.0 52.7 50.5 59.0 11.8 54.3 95.4 24.5 Table2-6.and Per New Worker for Hotel Educational sert ices Health care and social assisance Arts, entertainment, and recreation Accommodation Food services and drinking places Other services Households Industry $oup Agdculture, forestry, fishing Mining Utilities Construction Manufacturing Wholesale uade Retail trade Transportation and warehousing Information Finance and insutance Real estate and rental and leasing Ptofessional scientific, services Management of companies Administrative and waste management Educational sewices Health care and social assistance Arts, entertainmeat, and recreation Accommodation Food services and drinking places Othet services Households August 18,2015 0.1 0.9 0.3 21..5 1.0 0.4 0.1 53.1 1.07.9 52.9 90.0 62.9 1,49.6 0.0 20.4 47.6 16.8 27.4 1,9.2 42.6 8.1 Total 28.4 96.8 28.9 Restaurant Ooerations: According to the business plan, the galley bistro will employee 13.0 direct jobs during the first year of operations. The RIMS II dfuect employment multipliet for food and beverage is 1.2309. When multiplied by 13.0 direct jobs that creates 16.0 total new jobs. Table 2-7 and 2-8 show the economic impact of the opetations for the 20 major industrial classifications in the RIMS II input/output model. Please note that in these and succeeding tables, ouq)ut and eamings are given in thousands of dollars. Employment Output Eamings 0.0 0.0 0.0 0.0 0.1 0.1 0.5 0.1 0.1 0.1 0.8 0.2 0.0 0.2 0.1 0.4 0.1 0.0 t3.0 0.2 0.1 4 0 72 6 29 77 44 18 17 77 80 20 6 12 3 45 5 3 870 ZJ 0 1 0 J 2 5 3 14 8 4 4 6 9 2 5 1 20 ) 7 266 7 1, 25 Table 2-. Increase in and for Restautant Total 16.0 1 ))1 363 Table 2-7 shows that there will be atotal of 16.0 total new jobs created from the operation of the restauraflt. Total oulput will dse about $1.23 million, while total household earnings would increase by about $0.36 million. Table 2-8 shows that output per new wotker for the food and beverage sector would be about $66,900, with avetage annual eatnings of about $20,400. For all new workers, the corresponding figrues are $76,700 andfi22,700. 2-7 Yenfrcation/Source of Inputs C onstruction / Furniture. Fixtures and Equipment Purchas es The hatd construcdon costs and FF&E expenditues that were used as input to the economic model wete ptovided by the construction bids ftom Statesman Construction, T LP and Craig A. Peck & Associates. The bids are shown below: Table 2-8. Output and Earnings Per New Wotker for Restautant Operatiofls Industry goup Agriculnrre, forestry, fishing Mining Utilities Construction Manufacturiflg Wholesale trade Retail trade Transportation and warehousing Information Finance and insumnce Real estate and rental and leasing Professional, scientific, services Management of companies Administative and waste management Educational services Health care and social assistance Arts, entertainment, and recreadon Accommodation Food senrices and drinking places Other services Households Total Output/Employee 1,24.2 132.8 423.2 767.4 253.6 228.4 90.5 722.4 231.7 270.3 107.0 1,30.4 243.3 '7) ) 56.8 102.0 50.6 94.9 66.9 139.8 0.0 76.7 Eamings/Employee 28.9 66.4 88,8 54.5 43.6 67.7 29.7 56'3 55.9 63.9 7.4 56.3 t00.2 27.3 21,.8 45.7 17.1, 27.8 20.4 39.6 7.7 Employment 0.0 0.0 0.0 0.0 0.1 0.1 0.5 0.1 0.1 0.1 0.8 0.2 0.0 0.2 0.1 0.4 0.1 0.0 13.0 0.2 0.1 16.0 22.7 August 18,2015 26 Estimated cost PUD Transformer Create Wetland in Kettle G Construct 298,218 Phase 1 Marketing . 51?,170 40,391,041 PHASE Comments 552,843 --+ 1,304,450 WDFW Boat Access siteof Tanks and Drainfield Maritime HWY 101 / BPR lntersection 450,000 1q0,,!q9 r40,000 _4!q900 wl -8,,T0,000 Maritime Area lnfrastructure _!E!_. l Water/Sewige Pleasant Harbor Golf Resort Statesman Construction LLP 9300 E Raintrse Cost Estimates Paul Hospolhorn Construction Manager March 18,2015 August 18,2015 27 - -t---|-- l- l .T t_ I 9,330,700 ____L -il ca[g Peck lllozlob Tacoma, technical 253{//}.A482 July 28,2015 Phoenix, AZ BYEMAIL: RE: Dear Mr, This enginecring Washington. l. 2. Well pump Water Water 3. Grade Sepdc Grade Consmlction rria 98446 Cost Marina Golf Resort Pleasant Site site for conveyors, and crushers by system washing processes sirc equipment and north retaining wall to be used as interim septic andat WWTP of of Construction Cost was from predesign Marina and Golf Rcsort in County near Brinnon, items were estimated from plans. Site $8,500,000 1,750,00075 acres the site require clearing at $ 1,000,fi)0 yards excavated, screened, or placed embankments at $6.75lcy = Water Transmlsslon $900,000 screens, pump, power supply, 400,fi)0 gallons at $1.25lgal 150,000 500,fl)0 250,000piping 4000 LF at $62.50 test and to $140,000 50,000 25,000 r5,000 50,000 450,000 55,000 tanks 150,000 4. Aeratioh i August 18,2015 28 Paul Hospelhom, tl Metcrlrts 6,750,000 Acquire Pump Install Gradc Grade Water c ocre at to se_Dtic tanks to line field and B5. 7 6. ofsynthetic liner placed at $0.30 = tEatDent and provide tcmporary the canp t€orporary us€ surface informatioo corceming thc contact mc. end and August 18,2015 29 90.(re{' 60-00t, 50,fi,o 45,000 45(l,lno 150,000 300,000 100,000 100,000 200,000 40,000 30,000 75,000 20,000 35,000 gpncrsl or theso Craig A. Pec( P.E. cost, If I can provido you wi$ estimstes of construction Very truly yors, tr*Wqt \ Budget Statesman Construction LLP 9300 E Rainbee Scottsdale, AZ 85260 Maritime Village CONSULTING FEES & E_!ci!99!Ilg 27 0 TOTAL COI{SULTING FEES AND PERMITS Fees 0 0 D gvelgpq'gl'Ul rnlpagliges _ Control Permits 0 0Pemit Fees TOTAL FEES AND 0 ON SITE DEVELOPMENT FeatuerYGrills/Tennis Court and Acces$ries TOTAL ON SITE ttt,oool 0 0 .EXCAVATION Oemolition 0 E0-001 5 Control 0 E0-0025 tile and Gravel 0 E0-0035 0 TOTAL 0 F0-0000 .FOUNDATION LABOR F0-0025 Flatwork .- a8'9!9r 0 TOTAL COST PROJECTED 0 UNIT PROJECTED COST PER UNIT SFJOBDESCRIPTION PHASE CODES 0 0 0 c't-0000 A0-000 50,000 6,000 12,000c1-0025 c1 -0030 c1-0005 c1-0010 't 1,000 c1-0040 c2-0010 c1-0035 c2-0000 _ c?.q999 c2-0040 c2-0055 D2-0090 D2-0072 T0-0305 DG0070 c2-001 5 D0-0000 D0-0076 E0-0010 z0-0050 E0-000s August 18,2015 30 L T c c 0 c2-0025 Budget Statesman Construction LLP 9300 E Raintree Scottsdale, M 85260 TOTAL FOUNDATIOI.I LABOR .CONCRETE MATERIALS Maritime Village walls stairwells and Elevator walls TOTAL CONCRETE MA .SITE CONCRETE and sound & lnspections TOTAL CONCRETE S/I .FRAMING Partition Walls Trusses/Crickets Patio Doors Stairs TOTAL Material & Labor TOTAL .EXTERIOR Patio Screens/Ralllngs (!! 39@s) -- Stone & Tile Walls & Decorative Turets KG0040 K0-0055 KO-0000 L0-0000 1G.0005 981,000 12,000 1,119,000 10,000 1,725,000 87,000 2,054,000 0 0 0 0 0 0 0 0 0 52,000 s2,000 366,000 43,000 27,OOO 't2,000 0 0 0 0 0 0 TPLUMBING ANO HEATING IJ- -----t--0l TOTAL COST PROJECTED 0 UNIT PROJECTED COST PER UNIT SFJOBDESCRIPTION PHASE CODES 1 1,000 t0-0015 F0-0035 G0-0000 G0-0050 H0-0000 H0-0030 H0-0055 l0-0000 t0-0010 t0-0012 t0-0050 G0-0020 G0-0030 0 0 t0-0070 J0-0000 J0-0005 K0-0000 K0-0005 K0-0035 August 18,2015 Fktures and Labor 417 31 _'ROOFtryG .-TOTAL EXTERIOR 0 Budget Statesman Construction LLP 9300 E Raintree Scottsdale, M 85260 Maritime Village conduit Alarms Re-Work TOTAL .ORYWALL ' INSULATION Repairs TOTAL DRYWALL / INSULATION *PAINTING lnterior 181 ,000 Exterior 87,000 0 o0-0030 Lines 0 TOTAL P0-0000 .FLOORING P0-001 0 Tile & Stone 93,000 0 P0-001 5 TOTAL 0 o0-0000 .INTERIOR FINISH Q0-0005 I 84,000 0 Q0-001 5 00-0025 0 CabinetYMirrors Q0'0030 - Granite 0 Q0-0035 Accessories 21 0 0o0-0040 Q0-0050 21,000 0 TOTAL GOST PROJECTED 0 UNIT PROJECTED COST PER UNIT SFJOBDESCRIPTION PHASE CODES L0-001 0 L0-0025 L0-0040 M0-0000 33,000 U 0 0 0 0 0 0 0 0 0 0 0 0 0 Tubs & Showers 6'13,000 21,000 TOTAL PLUMBING AND HEATING 1,0s8,000 16'l 462,000 495,000 17,000 21,000 482 72 TELECTRICAL Fb(ures Materials & LaborM0-0005 N0-0000 N0-0020 o0-0000 o0-0005 o0-001 5 w-q995 M0-0045 M0-0010 M0-0025 M0-0030 N0-0005 N0-001 0 August 18,2015 Doors 13,000 32 ( ( trconditioning & Heatlng (HVAC)-- :ire Sprinklers ( ( ( ( ( ( ( (nsulation )rywall Materials & Labor 0 & Clos€t Shelving Budget R0-0005 s0-0000 s0-0005 s0-001 0 T0-0000 T0-0005 T0-001 0 T0-0030 T0-0040 T0-0045 T0-006s T0-01 05 T0-01 1 5 T0-0300 T0-0305 T0-031 0 u0-0000 Statesman Construction LLP S300 E Raintree Scottsdale, M 85260 TOTAL INTERIOR FINISH Maritime Village "APPUANCES package 1 18,000 s4,000 8,000 2,000 TOTAL APPLIANCES -CLEANING TOTAL CLEANING 21 '21 0 .COMMON AREA 17 0 0 0 0 Fixtures Entrance Door Hand Raillng &Rooms Automated Access System 10,000 412,000 storeftont & Accessories 0 TOTAL COMMON AREA *PROJECT COSTS u0-001 0 Rental uo-001 5 Purchases / Tools u0-0020 Power u0-0025 Water u0-0030 & Fax u0-0035 u0-0045 u0-0050 u0-0205 Supervisors u0-02 1 0 Labor u0-030s Costs TOTAL PROJECT COSTS 5, Facilities (Dumpsters) TOTAL COST PROJECTED 0 UNIT PROJECTED COST PER UNIT SFJOBDESCR!PTION PHASE CODES R0-0000 349,000 0 0 0 0 0 0 0 ! 0 0 0 0 0 0 0 0 0 0 0 August 18,2015 217 JJ (lnterior Conidors/Halls) _ q,gqq* u0-0105 Budget Statesman Construction LLP 9300 E Raintree Scottsdale, AZ 85260 Maritime Village TOTAL COST PROJECTED 0 UNIT PROJECTED COST PER UNIT SFJOBDESCRIPTION PHASE CODES v0-0000 v0-0010 v0-001'l v0-0012 v0-0015 w0-0015 vG.003s v0-0040 w0-0000 w0-0020 w0-0025 w0-0030 w0-0050 v0-0020 v0-0030 F-- -- TOTAL FINANCIAL COSTS MARKETING COSTS Home Operatng TOTAL MARKETING COSTS GENERAT & ADMINISTRATION COSTS & Administration Costs rployee Payroll Fees TOTAL CONTINGENCY Fees House & CONTINGENCY FINANCIAL COSTS 401K Retirement Plan Taxes Fees On Construcuon Loan Taxes Fees TOTAL GENERAL & ADMINISTRATION Benefits Risk lnsurance lnsuranc€ Fees & Title Fees Yo-qqt!___ Y0-001 5 Y0-0000 Y0-0005 z0-0000 z0-0005 Y0-0020 Y0-0025 9,330,700 9,330,700 HARD CONSTRUCTION COSTS ONLY GRANO TOTALS I August 18,2015 34 Bistro Building Budget Description Quanlty Gost per Unlt Estlmated Gost Permit B/O Mobilization Tem porary pourer installation B/O Temporary pot€r usage B/O Temporary telephone installation 1 150 150 Temporary telephone usage 6 190 114p Temporaryofflce D&R 2 300 600 Temporary office usags 0 250 1500 Temporarytoilet B/O Temporarywater B/O Temporary heat B/O Ovsrhoad Site Supervision 38400 'rdacl overhead 27634 Englnssrlng Cival and survey B/O Structural B/O Mechanical B/O Dsmolltlon Cap water and sewer lines 2 200 lm0 Disconnect elechical B/O Disconnect telephone B/O Disconnect cable B/O Removal of usable goods B/O Landscapo protection 1.lA Hand demolition l\lA Machine demolition yo Debris rcmoval lnc,luded Ercavation Machlne excavatlon 20000 Hand excavation Machine ditching Hard ditching Machine backffll lnduded Hand bacldill lnduded Backfill materials lncluded Foundation Building layout 16hrs 65 10ll() Batterboard materials ,l 300 300 Batterboard labor 24 65 1560 Footing form materials 47437 August 18,2015 35 Footing form labor lncluded Wallform material lncluded Wallform Iabor lnduded Re steel materials lncluded Re steellabor lncluded Foundation vents lnduded Foundatbn bolts lncluded Foundation hardriere lnduded Concrete lncluded Concrete pumping lncluded Foundation wall patchins 24 65 'tsfl) Foundatbn urall damp@!g_ Foundation stem walls 50tx) 58000 Drainage 4" footing drains 4" downspout drains drain rock 1et FloorSlab Vapor banier 1 180 8285 slab 12520 Framlng Hardware Sillsealer Mudsill StructuralSteel EEO79 1st floor rim ioist 1st floor joists Blocking Exlerior wall framing 23400 Exterior wall sheathing 13780 lnterior wall hamino 179/.7 Blocking Ceilins backins Rafters Trusses Ceilins backinq Soffit vent Roof sheathing lncluded Roof sofrit framing Rake and fucia Rake mouldlng SMightcurb Misc backing and framing SteelStairs 300m Roofing 37800 SMishtmns Roof b wallflashing Step ffashing August 18,2015 36 uborade CONTINGENCY s2000 Subtotal $1,150,715 Contracilors Margin 8it6.028 Subtotat S1.196.743 WSST $to7,7o Total 91.3(l4.4s0 Hotel Ooeradons: The Developer's projecdons related to the Maritime Village suites ate based on the market analysis prepated by Hospitality Advisors Gtoup, as well as tfre 2015 HOST Almanac, which includes U.S. hotel operating statistics for 2074. Specifically, the Developer's figures are based on the repotted ratios-to-sales fot Limited service hotels in the Pacific Region. Occupancy and Average Room Rate (ADR) ate the t'wo variables that determine Rooms Revenue and Revenue per Aveilable Room (X.evPAR). Hospitality Advisors Group predicts that the suites will achieve an ADR of $229 and occuparicy rate of 59o/o 21 512[ilization. The following is Hospitality Advisors Group's discussion of the local matket data that forms that basis for its conclusion: To aid in this study, Hospitality Advisors Group ordered a STR Trend Report for the Olympic Peninsula ^tea.. Resott propeties similar to the Pleasant Harbor development were selected to be in the competitive set. Unforhrnately, it was discovered that, contrry to most areas of the US, very few Olympic Peninsula ptoperties, including Lake Crescent Lodge and Lake Quinault Lodge, repoft their performance to STR. Consequently, \Woodmark Hotel and STillows Lodge wete selected to round out the requfued fout property minimum, and to bdng the propottional weight of Semiahmoo's 273 rooms under rhe 40o/o limit. As mendoned in the individual property descriptions above, Woodmark and lWillows ate both managed by the same compary that manages Alderbrook. The STR Trend Report is summarized for analysis on the following page. STR Ttend Report 3TR frcnd Rrpon (AldctraL, WoodmrrL, wlllffi, aamllhmoo, xlrllodt) ,rn F.b l,lrr Apr l,l.Y Jrn tolt OcaprrEy ot 46.996 63.1* 64,6* 68.3t4 70.49a e2.6qa ADR 3114 arrS 315! tr70 $2Or t2r1 F.VPAR t82 3110 !!09 11:6 3142 tL77 tt vtnue (000's) 3862 t1,053 31,149 tl,l91 31,498 31,806 20tt Occupancy rtl 41.0* 45.1* 5r.9* 53.5cb 51.5* 72,2* ADR 3162 3180 3168 tL72 ir85 t202 R.yPAR t66 38: 347 t92 3113 t146 RcEiue (000's) 31,10t tI,228 J1.,454 11,486 !1,895 ,2,357 ,ul Aut Slp Oct ,ld DE Tot l. 87,5qa 3246 3216 32,216 9t.596 1205 t186 33,162 85,tq{ tl84 3r 56 t2,527 45.5tt tt92 389 tI,488 44.51r tl7.r 37) r1,25r 45,30A 1171 r79 31,320 65.rCb l1t2 1126 1r9,563 73.3!6 $238 ,171 s2,9r3 80.6tr t2r7 lr91 t3,r93 71.4* t218 t156 i2,515 57.0* ttgz 'lr.0 3!,830 s0.4t( r188 t95 31,529 48.6X t18r, t88 sr,466 St.ortb t19l 11u )22.e76 August 18,2015 Smith Travel Research 37 The Semiahmoo Resort was closed January - September 2073 for tenovad.ons by a flew owfler. It depressed the aggregate competitive set occupanal for twelve months thereafter as it ramped-up market awarefless. The fust three months of 2015, not shown in the chart above, have posted a 3.8o/o imptovement in Occupancy, and an 8.3% improvement in Avetage Daily Rate, which combined for a 72.4oh Revenue incease. Rate Analysis for the Matitime Village Suites Rates for the Maritime Village Suites, in current dollars, are proposed to match those at Toscana of Desert Ridge Resort in Scottsdale AR, a Statesman Group development. In the top-line Pro Fotma below, tJne 2074 Monthly Occupancy ftom the STR Trend Report is used with the ptoposed ^vet^ge seasonal tates. H[hSeason ShouldcrSaasons low Season 75% On*bcdroon $2(B-3299 'tf,9-J?29$l(B - 3169 Ars- 9274 3199 3139 25% Ilvo-bedroom !g 3299 - 3409 t3s{ 3219-t319 5269 sr59.3259 t209 Blendsd Avtr*c SZ9,l s216 sl56 ,.n FO ll.r ADi , iLy ,un ,u! Arr9 3.P Oai fou Dac Totrb 1,348 fit3 .s.t* ars5 r.u! e0.6 1,062 5r.9* srs6 tl$ 2,0.06 1,2t8 6t.sCt t2t6 nzn 1,980 1,430 72.zqo 9275 c420 2,0{6 t,500 73.3* ,275 gtl 2,U6 1,6.19 80.6% J21S lt85 1,980 1,414 71.4$ ?2t5 sr6 1,980 9!n 50.a* s216 r2r0 ao$ 1,015 a9.6S 3rs6 $Ia 2a,o90 L,ul, JO.09i 3229 tl2ru st .o% 3215 r25Z 2,0.6 839 3r56 rr;u UniB Sod 3rs6 illll , Ocorg.ncy% 4f.0% ADn noom Rcveorre units AYallablc r,98o 1,059 s3.t% Food and Bevetape Ooetadons The Developer's projections of hidng 13.0 direct employees for the grlLy bistto are confirmed as reasonable by the report ftom Hospitality Advisots Gtoup, atled Analsis of Emphlnent for Pleasant Harbor Marina and Golf Resort - Pbase d dated July 77 , 2074, and authoted by Zachary Z. Zoul CHA. Hospitality Advisots Group is a hospitality management consulting fitn specializirg i" frrll service resort and hotel ptoperties providing services in the ateas of business and development plans, marketing studies, asset management, and hospitality opetations. Mr. Zoul teached the following conclusions regatding the reasonableness of the Developer's staffing ptojections: Food and Beverase: The food and bevetase functions consist of thtee venues as referenced. The staffing level of 13 fiilI time positions is attributable to the Galley Bistro. These positions include Restautant Manager, Cooks, Servets, and Battenders. August 18,2015 38 The Galley Bistro in Phase I will have a seating capacity of 80 guests and will serve breakfast, lunch and dinner darly. It is expected to be highly seasonal in tetms of business levels. Because the property is on a busy highway with litde or no seryices for travelers within a sixty-mile radius, the level of transient business is difficult to ascertain and business ptojections do not account for this segmeflt of the market. Staffing requirements for the veflue have been based on scheduled staff from 6 a.m. to 10 p.m. daily. This equates to 5,850 hours. Two full time cooks will staff the venue, which includes a Prep Cook. In order to staff the culinary requirements for a restaurant with a capacittJ of 80, industry standards require not fewet than 11,680 hours, which equates to five full time cooks. The lounge bar will be staffed ten houts a day with a vaiable schedule. To ptovide bartender coverage including two staff during weekend and holiday peak periods, two full time bartender positions are required. Serrrice standards in terms of wait staff and host duties have been based on at ^verage daily guest count of 40 with two tums. This is also highly variable based on the seasofl. In order to provide service coverage at this level, five fuII time wait/host staff positions are required The staffing levels provided for in the development plan have been analyzed it relation to industry benchmarks and, in particulat, those set forth in the 'Kestaurant Industrl Operations Repofi" published by the National Restaurant Association. This teport sets forth staffing levels for testaufants based on sales volume and menu price point. Based on sales projections furnished by the development plan and a mid-tier menu price point, w'e were able to ascertain and veri$, that the delineated staffing level of not fewer than 13 firll time positions is apptopdate and consistent with industry standards. August 18,2015 39 3. About RIMS II Final Demand Methodology The following matedal has been condensed ftom the RIMS II User Handbook Inffoduction and General Comments Effective planning for public- and pdvate-sector proiects and progtams at the State and local levels requires a systemadc analysis of the economic impacts of these projects and progtams on affected regions. In tum, systemadc analysis of economic impacts must account for the inter-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 usefirl tools for conducting regional economic impact analysis. In the 1970s, the Bureau of Economic Analysis (BEA) developed a method for estimating tegional I-O multipliers known as RIMS (X.egional Industrial Multiplier System), which was based on the work of Gamick 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 multipliers were based on more recent data and improved methodology. In 7997, BEA published a third edition of the handbook that provides more detail on the use of the multipliers and the data sources and methods for estimating them. RIMS II is based on afl accounting framework called an I-O table. For each industry, an I-O table shows the industrial distribution of inputs puchased and outputs sold. A typical I-O table in RIMS II is derived mainly ftom two data sources: BEA's national I-O table, which shows the input and oulput structure of nearly 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 pattems. Using RIMS II for impact analysis has sevetal advantages. RIMS II multipliers can be estimated for any region composed of one or more coundes and for any industry, or gtoup of industdes, in the national I-O table. The accessibility of the main data sources for RIMS II keeps the cost of estimating tegional multipliers telatively low. Empirical tests show that estimates based on relatively expensive surveys and RIMS Il-based estimates are similat in magnitude. BEA's RJMS multipliers can be a cost-effective way for analysts to esdmate 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 regional economy. For some applicadons, users may v/ant to supplement RIMS estimates with information they gather ftom the tegion undergoing the potential change. To use the multipliets for impact analysis effectively, users must provide geographically and industrially detaiied information on the initial changes in output, earnings, or emplopnent that are associated with the project or progtam under study. The multipliers can then be used to estimate the total impact of the project or ptogram on regional ouq)ut, earnings, and employmeflt. August 18,2015 40 RIMS II is widely used in both the public and private sector. In the public sector, for example, the Departrnent of Defense uses RIMS II to estimate the regional impacts of military base closings. State transportation deparrnents use RIMS II to estimate the regional impacts of airport construction and expansion. In the private-sector, analysts and consultaflts use RIMS II to estimate the regional impacts of a vanety of projects, such as the development of shopping malls and sports stadiums. RIMS II Methodology RIMS II uses BEA's benchmark and annual l-O tables for the nalion. Since a particular region may not contain all the industries found at the national level, some ditect input requirements canflot be supplied by that reg'ion's industries. Input requfuements that are not produced in a study region are identified using BEA's tegional economic accounts. The RIMS II method for estimating regional I-O multipliets can be viewed as a three-step process. In the fust step, the producet portion of the national I-O table is made region-specific by using six- .ligrt NAICS location quotients Gar. The LQs estimate the extent to which input requirements are supplied by firms withifl the region. RIMS II uses LQs based on two types of data: BEArs personal income data (by place of residence) are used to calculate LQs in the service industries; and BEA's wage-and-salary data (by place of work) are used to calculate LQs in the non-service industries. In the second step, the household row and the household column ftom 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 tegional earnings leakages resulting from individuals working in the region but residing outside the region. The household column coefficients, which are based on the petsonal consumpdon expenditure column of the national I-O table, are adjusted to account for regional consumpdon leakages stemming from personal taxes and savings. In the last step, the Leontief inversion approach is used to estimate multipliers. This inversion approach produces output, eamings, and employment multipliers, which can be used to ftace the impacts of changes in final demand on and indirectly affected indusuies. Accumcy of RIMS II Empirical evidence suggests that RIMS II commonly yields multipliers that arc not substantially diffetent in magnitude ftom those generated by regional I-O models based on relatively expensive surveys. Fot example, a comparison of.224 industry-specific multipliers ftom survey-based tables for Texas, r0Tashington, and West Vitginia indicates that the RIMS II avetage multipliers overestimate the average multipliets ftom the survey-based tables by approximately 5 percent. For the majority of individual industry-specific multipliers within these states, the difference between RIMS II and survey-based multipliers is less than 10 percent. In addition, RIMS II and survey multipliers show statis tically similar distributions o f affected industries. Advantages of RIMS II There are numerous advantages to using RIMS II. First, the accessibiJity of the main data sources makes it possible to estimate regional multipliets without conducting relatively expensive suryeys. Second, the level of industrial detail used in RIMS II helps avoid aggtegation effors, which often occur when industries are combined. Third, RIMS II multipliers can be compared across areas because they are based on a consistent set of estimating procedues nationwide. Fourth, RIMS II 4l August 18,2015 multipliers are updated to reflect the most recerit loca.l-area wage-and-salxy atd petsonal income data. Overyiew of Diffetent Multiplierc RIMS II provides users with five types of multipliers: final demand multipliets fot output, fot earnings, and for employment; and direct-effect multipliets for eamings and for employment. These multipliers measure the economic impact of a change in final demand, in eamings, ot in employment on a region's economy. The final demand multipliers for output are the basic multipliers ftom 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 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 regional ouq)ut is calculated by muttiplyrng the final demand change in the column industry by the sum of all the multipliers for each row except the household tow. RIMS II ptovides two qrpes of multipliers for estimating the impacts of changes on earrrings: final demand multipliers and dfuect 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 multiplier table, each column entty indicates the change in eamings 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 multiptying the final demand change in the column industry by the multipliers for each row. The total impact on tegional earnings is calculated by multiplying the final demand change in the column industry by the sum of the multipliets fot each tow. Employment Multiplierc RIMS II provides two types of multipliers for estimating the impacts of changes ofl employment: final demand multipliers and direct effect multipliets. These multipliers ate dedved ftom the table of final demand output multipliers. The final demand multipliers fot 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 from a $1 million change in final demand in the column industry. The impact on each row industry is calculated by multiplying the final demand change in the colurnn industry by the multiplier for each tow. The total impact on regional employment is calculated by multiplyiog th. final demand change in the column industry by the sum of the multipliers for each row. The ditect effect multipliers for employment can be used if the data on the initial changes in employment by industry are available. In the direct effect employment multiplier table, each entry indicates the total change in employment in the region that results from a change of one job in the row industry. The total impact on regional emploi.rrnent is calculated by multiplying the initial change in employment in the row industry by the multiplier for the row. 42 August 18,2015 Choosing a Multiplier The choice of multiplier for estimating the impact of a ptoject on oulput, earnings, and employment depends on the availability of estimates of the initial changes in final demand, earnings, and employment. If the estimates of the initial changes in all three measures are available, the zuMS II user can select any of the BJMS II muitipliers. In theory, all the impact estimates should be consistent. If the available estimates are limited to initial changes in final demand, the user can select a frnal demand multiplier for impact estimation. If the available estimates are limited to initial changes in eamings or employment, the user can select a direct effect multiplier. The EB-5 regulations ptovide that "jobs cteated inditecdy" by a tegional center- affrhated business may be credited to foreign investors who made a quali$ring investment in the business. To show this job creadon, "reasonable" methodologies may be used. 8 CFRS204.6(-X7). The RIMS II input/output model has been recognized by the USCIS as an acceptable methodology fot showing job creation resulting from a regional ceflter- affiliated investrnent project. August 18,2015 43