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Regular Agenda
JEFFERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
REGULAR AGENDA REQUEST
TO: Board of County Commissioners
Philip Morley, County Admini~trator
FROM: AI Scalf, DCD Director
DATE: May 10,2010
SUBJECT: JOINT ECONOMIC DEVELOPMENT PLANNING AGREEMENT
STATEMENT OF ISSUE:
1bis Agenda Request introduces a proposed Joint Economic Development Planning Agreement between
Jefferson County, the City of Port Townsend and the Port of Port Townsend. No action is requested at this
time, as the County would take action following ratification of the Agreement by the City and Port.
ANAL YSIS/STRATEGIC GOALS:
On February 16, 2010 the County entered into a Memorandum ofVnderstanding (MOV) with the City and
the Port. 1bis MOV outlined tasks and timelines to prepare a Joint Economic Development Planning
Agreement to further economic development opportunities for our community.
Since February, representatives from the three jurisdictions including County Commissioner David Sullivan,
Mayor Michelle Sandoval, and Port Commissioner John Collins met together with staff of Team Jefferson,
our designated Associate Development Orglln;7>ltion, to develop the proposed Joint Economic Development
Planning Agreement.
The proposed Joint Economic Development Planning Agreement represents a significant step forward in
inter-jurisdictional cooperation by the three governments to forge a shared economic development strategy
to benefit all the citizens of Jefferson County.
The Joint Economic Development Planning Agreement describes the roles and responsibilities of all parties,
objectives for the economic development planning process, desired outcomes of the planning process and
outlines the role of a professional economist. The enclosed proposed Agreement includes a process
flowchart as Exhibit A, and an economist consultant scope of services as Exhibit B.
Objectives and outcomes of the Joint Economic Development Planning Agreement include, among others,
. Identify industry sectors most likely to generate business, employment and income growth;
. Analyze our region's strengths, weaknesses, opportunities and threats to economic development;
. Specific implementation actions to facilitate the growth of the targeted industry sectors, including the
respective roles and responsibilities for the County, City, Port and others;
. An action plan to support the private sector in realizing the shared economic development strategy;
Regular Agenda
. Creation of a rapid response and business retention team to assist existing and prospective
businesses;
. A mechanism to track our success in implementing the shared strategy, and to respond to new and
emerging conditions.
An elected working group comprised of the Chair of the Board of County Commissioners, the Mayor of Port
Townsend, and the President of the Port Commission will oversee the planning process. An inter-local staff
team including senior mAnAgement from the three jurisdictions and Team Jefferson will perform the work
with assistance from an economist. In addition, Team Jefferson will facilitate critically important
involvement and input from the county's business communities.
The proposed Joint Economic Development Planning Agreement and the work that it would commit us to is
consistent with the vision statement of Jefferson County's adopted Strategic Plan:
"We envision Jefferson County as a balanced, sustainable community with economic opportunities for
income potential that allows personal independence Where post secondary educational opportunities exist
and are tied to the local economy. Where the community accepts that a certain level of growth and
development are healthy and necessary to maintain our quality of lift. Where the enjoyment of a rural
lifestyle is allowed without the necessity of urban services. Where growth is encouraged where appropriate
irifYastructure exists or is planned to exist, thus enabling urban and ruralliftstyles to coexist. Where the
community is engaged with their elected leadership to accept responsibility for contributing to the solutions
of community problems. "
FISCAL IMPACT:
The adopted 2010 County budget provides funding for the staff support to this economic planning process.
The cost for the professional economist will be shared between all parties, of which the County's portion will
be $10,600.
RECOMMENDATION:
These documents are for review only. Any comments should be directed to the County Administrator or the
Director of Community Development. Final action on the proposed Joint Economic Development Planning
Agreement will be via a regular agenda request to be brought forward once the Port and the City have
adopted the Agreement.
REVIEWED BY:
*"Ve;;
Date
JOINT ECONOMIC DEVELOPMENT PLANNING AGREEMENT
This three-party Joint Economic Development Planning Agreement ("Joint
Planning Agreement," "JPA" or ''this Agreement") is entered into as of May -' 2010,
by and between Jefferson County, a political subdivision of the State of Washington,
having offices for the transaction of business at 1820 Jefferson Street, Port Townsend,
Washington 98368 (the "County"), the City of Port Townsend, a municipal corporation
of the State of Washington, having offices for the transaction of business at 250 Madison
Street, Port Townsend, Washington 98368 (the "City"), and the Port of Port Townsend, a
special purpose district of the State of Washington, having offices for the transaction of
business at 375 Hudson Street, Port Townsend, Washington 98368 (the "Port"), jointly
referred to hereinafter as the "parties."
A. On February 16,2010, the parties entered into a three-party Memorandum of
Understanding (MoV) in which they committed to collaboratively negotiate and approve
an agreement for Joint Economic Development Planning and Implementation.
B. The MoU affirmed the parties' intent to address three substantive topics within a
subsequent Joint Economic Development Planning Agreement:
1. Data collection and analysis;
2. Development of a common economic development vision (hereinafter "Economic
Development Direction Statement"); and
3. Development of coordinated and complimentary economic development goals,
policies and implementation actions (hereinafter "Joint Economic Development
Strategy").
C. In March and April of 2010, County, City and Port staffs met regularly to develop
a set of suggested objectives and a proposed process for Joint Economic Development
Planning, consistent with the terms of the earlier MoU.
D. On April 8, April 23, and April 30, 2010, the Chair of the Jefferson County Board
of Commissioners, the Mayor of Port Townsend, and the President of the Port
Commission met with the staffs of the parties to review and discuss the proposed
objectives of, and process for, the planning effort, and directed the staffs of the parties to
prepare a draft agreement to memoria1ize the understanding between the parties.
E. The parties are committed to effectively collaborating to develop a strategy for
sustainable countywide economic development that is consistent with the Growth
Management Act (GMA), the Countywide Planning Policies (CPPs) for Jefferson
County, and which will serve as a guiding document for periodic updates to locally
adopted comprehensive and capital improvement plans.
F. To promote intergovernmental collaboration regarding economic development,
and to promote productive relations between the parties, the parties enter into this Joint
Economic Development Planning Agreement to guide the preparation and
implementation of a coordinated economic development strategy.
JOINT PLANNING AGREEMENT
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MAY 2010
NOW, THEREFORE, for and in consideration of the mutnal obligations
hereinafter set fort:h. the parties agree as follows:
1. Joint Economic Development Planning Objectives. The Joint Economic
Development Planning Process anthorized by this Agreement will seek to achieve the
following objectives:
A To clearly identify the industry sectors most likely to generate
local business, employment, and income growth over the coming decades.
B. To identify which industry sectors should be the specific strategic
focus and responsibility of the County, City and Port, respectively. In assigning
individnal or shared responsibility for certain industry sectors, the parties agree to
give consideration to the following:
(I) Ensuring that the identified industry sectors are consistent
with the economic, environmental and social values of the community;
and
(2) Ensuring a coordinated and complimentary geographic
distribution of identified sectors and uses.
C. To identify the particular land use and infrastructure needs of the
targeted industry sectors, as well as current deficiencies.
D. To identify and achieve agreement as to the specific
implementation actions to be undertaken by each of the parties and others to
facilitate the growth of targeted industry sectors. Such actions may include, but
shall not necessari1y be limited to the following:
(I) Policy and regulatory amendments that will reduce or
eliminate barriers to desired forms of economic development (e.g.,
changes in zoning, use classifications, and specific development
standards), while maintaining compliance with the GMA (Chapter 36.70A
RCW);
(2) Discrete capital infrastructure improvements that will
directly support targeted industry sectors and clusters (e.g., broadband
improvement projects); and
(3) Specific steps to improve the available "soft" infrastructure
within the community (e.g., policy and regulatory changes or capital
improvements that will encourage the provision of more affordable
housing and high quality public schools; means to encourage local lenders
to make financing available for desired industry sectors).
E. Development of an action plan to strengthen the county's
Associate Development Organization (ADO) and its capacity to support the
private sector in implementing and shaping future revisions to the Joint Economic
Development Strategy; such an action plan could include strategies to strengthen
and sustain the ADO as a viable organization to provide assistance, training and
outreach to specific businesses and industry sectors, as well as assistance in
stimulating existing and targeted sectors through grant writing, research and
development.
JOINT PLANNING AGREEMENT
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MAY 2010
2. Desired Joint Planning Process Outcomes. In addition to the potential
policy and regulatory amendments, capital improvements and other implementation
measures identified as planning objectives in ~ 1, supra, the parties intend that the
planning process will help to build a long-term institutional culture of County, City and
Port economic development collaboration and coordination. The parties agree to discuss
techniques to foster a long-term culture of inter-jurisdictional cooperation that may
include, but shall not necessarily be limited to the following:
A. Creation of a "rapid response and business retention" team to assist
existing and prospective businesses identify potential site locations, available
infrastructure, and permitting requirements;
B. Periodic Joint Economic Development Strategy updates conducted
by the county's Associate Development Orgllni7>luon (ADO);
C. Annnal "economic summits" jointly hosted by the County, City
and Port to share ideas about how to improve and develop local business,
infrastructure, the local workforce, and the health and well-being of the
community; and
D. Forma1ization of a process to systematically review and, if
necessary, revise the Joint Economic Development Strategy in advance of the
periodic comprehensive plan and development regulation updates required under
RCW 36.70A.130.
3. Joint Economic Development Planning Process. The parties agree to
undertake the preparation, review and adoption of a Joint Economic Development
Strategy by following the planning process delineated in Exhibit "A," which is attached
hereto and incorporated herein by this reference.
4. Consultant Assistance.
A. Data Collection, Analysis & Recommendations. The parties agree
to contract with a qnalified economic consultant to objectively and impartially
provide the following services in preparing the Joint Economic Development
Strategy:
(1) Collection and analysis of available relevant economic
data;
(2) Analysis of the regional and local market position of
Jefferson County, the City of Port Townsend and the Port of Port
Townsend, building off existing studies and information;
(3) Identification of economic data gaps and updates to
information where critically necessary to ensure sound economic
development strategy recommendations;
(4) Preparation ofa Strengths, Weaknesses, Opportunities and
Threats (SWOn Analysis of the local economy;
(5) Preparation of an "Existing Conditions" report
summarizing the data and global, regional and local trends;
(6) Preparation of Key Findings and Recommendations
including existing or future industry sectors most likely to generate local
business, employment, and income growth to inform the preparation of the
JOINT PLANNING AGREEMENT
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MAY 2010
Draft Economic Development Direction Statement and Coordinated
Economic Development Strategy;
(7) Presentation of the Analysis, Findings and
Recommendations at public meetings; and
(8) Providing support, information, and critical feedback to the
staffs of the parties (the "Inter-Local Staff Team'') in the preparation of the
Joint Economic Development Strategy.
B. Consultant Scope of Services. The parties agree that the Scope of
Services set forth in Exhibit "B," which is attached hereto and incorporated herein
by this reference, shall gnide the consultant, and may be revised with the approval
of the parties.
C. Budget & Apportionment of Costs. The parties agree to share in
the funding of the consultant services specifically outlined in Exhibit "B," up to a
total cost not to exceed $31,800. Costs shall be apportioned between the parties
as follows: Jefferson County 33.3%; City of Port Townsend 33.3%; and Port of
Port Townsend 33.3%. The County shall be responsible for contracting with the
economic consultant. The County shall make payments due the consultant
consistent with the terms of the consultant contract, and shall provide billing
statements to the City and Port consistent with the cost apportionment provisions
set forth above, with payment due the County by the City and Port within thirty
(30) days of receipt of statements.
5. Kev Roles & Resoonsibilities. The parties agree that a clear delineation of
the roles and responsibilities of the parties is necessary in order to gnide the
intergovernmental interactions and ensure the development of useful, high quality work
products that serve the public interest. To this end, the entities, elected bodies and
committees set forth in the process flowchart depicted in Exhibit "A" shall have the
following roles and responsibilities under this Agreement:
A. Elected Working Group. Comprised of the Chair of the Board of
County Commissioners, the Mayor of Port Townsend, and the President of the
Port Commission, the Elected Working Group shall be responsible for overseeing
the planning process adopted under this Agreement and shall also:
(1) Review and consider the work products prepared by the
consultant, along with input received during Focus Group Sessions, and
provide direction to Team Jefferson in developing the Draft Economic
Development Direction Statement;
(2) Provide direction to the Inter-Local Staff Team in
developing the draft Joint Economic Development Strategy;
(3) Review and approve all draft work products prior to public
distribution; and
(4) Meet as deemed necessary and appropriate to supervise
progress under this Agreement, discuss the current economic enviroument,
and to exchange information and ideas regarding new economic
opportunities and challenges as they arise.
JOINT PLANNING AGREEMENT
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MAY 2010
B. Inter-Local StqffTeam. Comprised of the County Administrator,
City Manager, the Port Executive Director, the Executive Director of Team
Jefferson, and their respective staffs, the Inter-Local Staff Team shall:
(1) Manage and support the work of the consultant;
(2) Collaborate with Team Jefferson to develop a Draft
Economic Development Direction Statement;
(3) Develop the draft Coordinated Economic Development
Strategy;
(4) Keep the Elected Working Group apprised of progress in
implementing this Agreement; and
(5) Organize and staff all public meetings.
C. Team Jefferson. Team Jefferson will support the Joint PlAnning
Process by undertaking the following responsibilities:
(1 ) Working with both the Elected Working Group and the
Inter-Local Staff Team to define and facilitate the involvement of
the local business community in the process;
(2) Formulating a recommended list ofloca1 business interests
to be invited by the Elected Working Group to participate in
Economic Development Focus Group Sessions;
(3) Moderating and facilitating the Economic Development
Focus Group Sessions in order to: a) inform participants as to the
key findings and recommendatious of the consultant; b) present the
results of the Team Jefferson Business Sector Sessions; c) solicit
group feedback as to the opportunities for, and barriers to, local
economic development; d) formulate a Draft Economic
Development Direction Statement factoring both the consultant's
findings and recommendations and Focus Group feedback;
e) review and provide critical feedback on the draft Joint Economic
Development Strategy prior to its wider public release; and
4) Providing additional facilitation support and public meeting
moderation as deemed necessary by the Elected Working Group.
D. Joint Growth Management Steering Committee (JGMSC) - The
JGMSC will serve as a public forum in which to present and provide information
to the public regarding key deliverables prepared under the JP A, and to accept
informal public comment. The JGMSC is not intended to be the exclusive public
forum and sounding board under the planning process described in this
Agreement.
6. Joint Workshops & Hearings. Following preparation of the draft Joint
Economic Development Strategy, the parties agree to conduct a several joint sessions
involving the Board of Commissioners, City Council and the Port Commission to review,
discuss, accept formal public testimony, revise and adopt the Strategy. These joint
sessions may take, but shall not necessarily be limited to, the following forms:
A.. One (1) or more Workshops to review, discuss and ask
questions about the draft Joint Economic Development Strategy, as well as accept
questions and comments from the public;
JOINT PLANNING AGREEMENT
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MAY 2010
B. At least one (I) Public Hearing to receive formal public
comment and direct changes to the Strategy; and
C. At least one (1) Public Meeting to review changes and
approve the Joint Economic Development Strategy.
7. Timelines and TA"h. The parties agree to exercise good faith and best
efforts to comply with the following list of assignments and de'ltllines leading to the
preparation and adoption of the Joint Economic Development Strategy:
September 3,2010: Completion of consultant data review, analysis and
key recommendations. .
November 19,2010: Completion of draft Economic Development
Direction Statement.
February 28, 2011: Completion of draft Joint Economic Development
Strategy.
March - April 2011 : Joint public meetings, workshops and hearings
conducted.
May 2011: Joint Economic Development Strategy adopted.
The parties agree to extend the foregoing deadlines from time to time as is reasonably
necessary and for good cause.
8. Effect. 1bis Joint Economic Development Planning Agreement sha11 be
binding upon the parties and the parties shall be held responsible to the agreed upon
deadlines.
9. Term. 1bis Agreement sha11 continue in full force and effect until the
timelines and tasks set forth in Exhibit "A" are met and a Joint Economic Development
Strategy is.adopted by the parties.
10. Modification. This Agreement may be modified by further written
agreement upon mutna1 aceeptance by the parties.
11. Hold Harmless. Each party to this Agreementsha11 defend, indemnify and
hold the other party, its appointed and elected officers and employees, harmless from
claims, actions, injuries, dAmAges, losses or suits including attorney fees, arising or
alleged to have arisen directly or indirectly out of or in consequence of the performance
of this Agreement to the extent caused by the fault or negligence of the indemnitor, its
appointed or elected officials, employees, officers, agents assigns, volunteers or
representatives.
JOINT PLANNING AGREEMENT
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MAY 2010
12. Disoute Resolution. The parties agree that any dispute arising out of this
Agreement sha11 first be submitted for non-binding mediation. The County, City and Port
sha11 jointly designate one person mutua11y acceptable to all three partiesto serve as
mediator. The costs of mediation sha11 be allocated equally between the parties.
13. Awlicable Law and Venue. This Agreement sha11 be construed and
interpreted in accordance with the laws of the State of Washington. In the event that a
dispute cannot be resolved through the use of mediation, such dispute shall be litigated in
the Superior Court of Jefferson County, Washington.
14. Non-Discrimination. The parties shall not discriminate in any manner
related to this Agreement on the basis of race, color, national origin, sex, religion, age,
marital status or disability in employment of provision of services.
15. Severability. If any provision of this Agreement or its application to any
person or circumstance is held invalid, the remainder of the provisions and the
application of the provisions to other persons or circumstances sha11 not be affected if
such remainder would then continue to serve the purposes and objectives of all parties.
16. Entire Al!reeri1ent. This Agreement constitutes the entire Agreement
between the parties concerning Joint Economic Development Planning. Any
modifications to this Agreement shall be in writing and sha11 be signed by each party.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed
effective the date and year first mentioned hereinabove.
JEFFERSON COUNTY
David Sullivan, Chair of the Board of Commissioners
Attest:
Erin Lundgren, Deputy Clerk of the Board of Commissioners
Approved as to Form:
David Alvarez. Deputy Prosecuting Attorney
JOINT PLANNING AGREEMENT
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MAY 2010
TIIE CITY OF PORT TOWNSEND
By:
Michelle Sandoval, Mayor
Attest:
Pamela Kolacy, City Clerk
Approved as to Form:
John Watts, City Attorney
PORT OF PORT TOWNSEND
John N. Collius, Port Commission President
Approved as to Form:
Carolyn Lake, Port Attorney
JOINT PLANNING AGREEMENT
SofS
MAY 2010
Draft Process Flowchart
8_
Working
Group
8_ OffIcials
Consullanl- Staff
Developing ILA
--Study
Scope
Refine Process and
Study SCope
ILA Adoption
CltylCounlyJPort
Process Brleflng
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Data Review and
Assessment
Ex. Condlllons
GlobaI- Local Trends
SWOT Assessment
ComlTiUnjly
WoilO!ht>pe
Develop lllaft
Economfc D1redfon
Slatamant
lllafteoo_
Econ. Development
strategy
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implementation of
Unified strategy
City/County/Port
JGMSC
Develop lllaft Policy
and strategy
Implementation
Prepared; 4/2/10
Revised: 4130/10
Note: AddiIlona! """'lings ofllla Elected Walking Groupmay be_led (as_
E. D. Hovee
& Company, LLC
Economic and Development Services
PROPOSAL MEMORANDUM
To:
Al Scalt Jefferson County
Rick Sepler, City of Port Townsend
Eric Toews, Cascadia Planning! Port of Port Townsend
Eric Hovee
Joint Economic Development Planning - Proposal for Consultant Services
April 28, 2010
From:
Subject:
Date:
This memorandum is intended to provide an updated proposal to provide economic consulting
services for Joint Economic Development Planning on behalf of the Jefferson County, the City
of Port Townsend, and Port of Port Townsend. Pursuant to a February 10, 2010 Memorandum of
Understanding (MOU) between the County, City and Port, substantive subjects of joint economic
development planning are anticipated to cover:
. Data collection and analysis
. Development of a common economic development vision
. Development of coordinated and complementary economic development policies based
on market demand
This proposal is focused on providing consulting assistance covering the first of these items-
focused on data collection, analysis and resulting recommendations in conjunction with a
proposed Joint Economic Development Planning Agreement which will serve to further the
February MOU. It is our understanding that preparation of the common vision and policies will
be conducted through a planning process involving an elected working group, inter-local staff
team, Team Jefferson, and Joint Growth Management Steering Committee (JGMSC)
2408 Main Street. P.O. Box 225 . Vancouver, W A 98666
(360) 696-9870. (503) 230-1414. Fax (360) 696-8453
E-mail: Consultantovee@Consultantovee.com
PROJECT BACKGROUND & UNDERSTANDING
In recent years, considerable economic development planning has been conducted for public
jurisdictions and economic development organizations in Jefferson County:
. In 2002, Paul Sommers prepared a Jefferson County economic assessment - covering
demographic and employment trends, interview and survey findings, potential
approaches and recommendations for economic development in Jefferson County.
. In 2007, E. D. Hovee & Company, LLC (Consultant) conducted preliminary work toward
a countywide industrial and commercial land inventory, infrastructure assets and
economic development analysis - with key products including a business survey,
altemative employment and land demand scenarios and commercial and industrial lands
inventory analysis.
The purpose of this update is not to duplicate existing data or conduct a complete quantitative
update, but rather to build from these prior analyses. A need that has emerged since the 2002 and
2007 reports is to take into account effects of the economic recession and ensuing economic
recovery.
While readily available data will be used to inform this discussion, it is understood that this
updated assessment should be qualitative as well as quantitative in nature. In effect, a key
purpose intent is to also provide an outside consulting perspective regarding how the economic
landscape has changed and may continue to change over the next 1-2 decades.
SCOPE OF SERVICES
Suggested for consideration with this updated proposal is a seven-point scope of services to be
performed by the E. D. Hovee & Company, LLC (as Consultant):
A. Economic Data Collection & Analysis. The purpose of this initial task will be to
compile and analyze economic data identified by the County, City and Port as important to
preparing a Joint Economic Development Strategy.
At the outset, Consultant will review previously completed analyses - including the Sommers
and E. D. Hovee reports noted above together with other documents as may be provided by the
public agency participants. This will include documentation of current planning and economic
development priorities for the County, City and Port - including rural subareas of the County as
may be discussed with the Inter-Local Staff Team.
Anticipated is a start-up meeting with representatives of the County, City and Port. Purposes
would be to discuss project objectives, key issues to be addressed, anticipated public
involvement, and key changes in land use and economic development by jurisdiction and
planning area experienced since 2006-07.
E.D. Hovee & Company, LLC for Jefferson County.. City and Port of Port Townsend:
Joint Economic Development Planning - Proposal for Consultant Services
Page 2
The Consultant anticipates updating a limited set of key readily available economic indicators for
the time period since the last completed 2007 economic analysis, including updates for:
. Population and households
. Labor force and unemployment
. Covered employment and payrolls by industry sector
. Income by source
. Other readily available data items as may be determined by the Consultant and Inter-
Local Staff Team.
With this update, Consultant may also summarize findings regarding industrial and commercial
property sales and rents - based on data as may be provided by the County, City and Port.
Attention also will be given to national forecasts of, as for: employment by industry sector
(covering both gaining and declining sectors); and changing demographics of the population
(including aging of population and anticipated slowing oflabor force growth).
B. Regional/Local PosItion of County/City/Port. This second task involves an analysis of
the regional and local market position of Jefferson County, the City of Port Townsend, and the
Port of Port Townsend. This preliminary assessment will draw from existing studies and
information - including Task A economic data collection and analysis.
Assessing current and prospective regional and local market position will involve an overview
scan to identifY and assess key implications of the economic downturn and early phase recovery.
Consideration will also be given to longer-term implications including potential post-recovery
structural shifts that may be anticipated over the next 10-20 years.
Discussion may include analysis of economic implications of issues such as restructuring of
financial markets, patterns of changing global competitive advantage, and opportunities related
to an emerging green development and business ethic. Implications of these observed and
emerging trends will be considered at three scales of geography - a global and U.S. macro scale,
regionally for the Pacific Northwest, and locally for the County, City and Port..
C. EconomIc Data Gaps & Update Needs. This task will involve Consultant
identification of economic data gaps and further updates to information where critically
necessary to ensure sound economic development strategy recommendations. While the
Consultant will not be responsible for added data collection that may be recommended (beyond
what is covered by Task A), recommendations will address anticipated means and options for
accomplishing any added critical data compilation.
D. SWOT Assessment. The Consultant will prepare a strengths, weaknesses, opportunities and
threats (SWOT) assessment of the local economy. This assessment will be focused on findings
specific to the City, unincorporated county and Port. As appropriate, the SWOT will also address
elements of data collection and analysis as outlined by the current MOU related to:
. Industrial and commercial lands
E.D. Hovee & Company. llcfor Jefferson Cormty. City and Port of Port Townsend:
Joint Economic Development Planning - Proposal tor Consultant Services
Page 3
. Infrastructure needs and limitations,
. Industriallcommercial property sales and rents (as infonnation is available)
. Economic sectors most likely to experience future growth
. Identification of geographic areas of the County most likely to attract and support
specific economic sectors
The strengths and weaknesses portion of the assessment will reflect recent trends and current
conditions. Opportunities and threats will be forward looking, over a 10-20 year time horizon.
E. Existing Condltlons Repod. Upon complete of Tasks A-D, Consultant will prepare an
Existing Conditions Report summarizing the results ofthe data analysis including review of
global, regional and local trends. At a minimum, this draft report strategy can be expected to
cover the following topics:
. Executive summary
(suitable for separate distribution as a stand-alone document)
. Economic indicator review
(covering key data points and observations from prior work and current update)
. Economic data gaps & update needs
(including options for data compilation)
. SWOT assessment
(providing findings specific to County, City, and Port plus multiiurisdiction synopsis)
Consultant will submit a draft of this Existing Conditions Report, followed by a fmal document
addressing questions and comments received.
F. Key Findings & Recommendatlons. Subsequent to submittal and review of the Existing
Conditions Report, Consultant will prepare a separate report summarizing key findings and
recommendations to infonn the resulting preparation of a Draft Economic Development
Direction Statement and Coordinated Economic Development Strategy.
Findings and recommendations will be specific to each of the County, City and Port jurisdictions
as participants to the Joint Economic Development Planning Agreement. As with the Existing
Conditions Report, Consultant will submit a draft memo report of Key Findings and
Recommendations, followed by a final document addressing questions and comments received.
G. Public Meeting Presentations. Over the course of this project, Consultant is available to
participate in 1-2 meetings with the Joint Growth Management Steering Committee (JGMSC)
and in one public presentation. Scheduling and format of these presentations will be as
determined mutually by the Inter-Local StaffTearn and Consultant.
Subsequent Phase Services. Ifrequested by participants in the Joint Economic
Development Planning Agreement, Consultant would be available to provide subsequent phase
services on a basis as mutually agreed. Such services could include but are not limited to
additional economic data research, land inventory updating and/or analysis, preparation of more
E.D. Hovee & Company, LLC for Jefferson County, City and Porf of PorfTownsend:
Jotnt Economic Development PlannIng - Proposal for Consultant Services
Page 4
detailed implementation work programs, added strategy drafts (including final documentation),
and/or participation in added on-site meetings! presentations.
BUDGET & SCHEDULE
Consultant E. D. Hovee & Company, LLC proposes to complete the scope of services as outlined
by this proposal for a professional fee of$26,250 including reimbursable expenses (as for travel
and data). Anticipated budget allocation by task is estimated as shown by the following chart.
Project Task
A. Economic Data Collection & Analysis
B. RegionallLocalPosition ofCounty/CitylPorl
C. Economic Data Gaps & Updates
D. SWOT Assessment of Local Economy
E. Existing Conditions Report
F. Key Findings & Reconm:ndations
G. Public Meeting l'oosentations
Subtotal Professional SeIVices
Elcpenses (trllve~ data, miscellaneous)
Total Project Budget
Budget Comments
$5,%0 Includes start-up meeting (@ 112 trllvel cost)
$2,980 Includes review of current planning documents
$1,320 Best practices ..sessmmt
$2,460 Ymdings specific to County/CitylPort
$4,030 Covering work tasks A-D (draft & final)
$1,580 Memo report (draft & final)
$6,120 Three trips w/preparation & presentation materials
$24,450
$1,800 Includes 3.5 on-ske trips (one shared w/Port Townsend
$26,250
This budget assumes that all draft and fmal project deliverables will be submitted in electronic
(word, pdf) formats, suitable for reproduction and distribution at the discretion of the County,
City and Port. Consultant reserves the right to reallocate professional services costs between task
line items, subject to the overall project maximum noted above. Invoice are typically submitted
on a monthly basis for services rendered and expenses incurred during the prior month. Payment
terms are net 30 days.
Subsequent phase services, if requested, could be provided on a time and materials basis or
subject to a not to exceed amended work scope and budget. Consultant participation in
additional meetings or presentation, if desired, can be provided at an estimated per trip expense
of$I,850 including time and travel expense.
Anticipated schedule for completion of Consultant prepared documentation is September 3,
2010. This schedule is predicated on contract authorization by May 10,2010. Meeting
scheduling is as mutually agreed between the parties.
NEXT STEPS
This updated proposal for consulting services is subject to revision based on questions and
suggestions received. Consultant E. D. Hovee & Company, LLC would enjoy working with
Team Jefferson in moving toward ajoint economic development strategy responsive to current
market dynamics and community priorities in the months ahead.
E.D. Hovee & Company, LLC for Jefferson County, Clfy ond Port of Port Townsend:
Joint Economic Development Planning - Proposal for Consultant Services
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