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Home My WebLink About2024-170 AGRMT Community Attributes Inc. (CAI) ,. T " D ;. .H LAND Personal Services Agreement City Information Consultant Information City of Ashland Firm Name: Community Attributes Inc. (CAI) Attn: Veronica Allen Contact: Chris Mefford 51 Winburn Way Address: 119 Pine Street, Suite 400 Ashland, Oregon 97520 Seattle, WA 98101 Phone:(541) 552-2042 Phone: 206-617-9576 Email: veronica.allen@ashland.or.us Email: chris@communityattributes.com Contract Summary Procurement Method: Intermediate Procurement(Personal Services) Completion Date: 06/30/2025 Contract Amount: $ 72,400.00 Description of Services: Consultant work for 2024 City of Ashland Economic Opportunity Analysis Update Supporting Documents: Scope of Work Dated: 8/26/24 Dated: Dated: Dated: This Personal Services Agreement (hereinafter"Agreement") is entered into by and between the City of Ashland, an Oregon municipal corporation (hereinafter "City") and the Consultant listed under Consultant Information above, ("hereinafter "Consultant"), for the services listed under Description of Services and Supporting Documents as noted in the Contract Summary above. In the event of conflict between provisions of the Supporting Documents, the Supporting Documents shall be given precedence in the order listed above. This Agreement, the Exhibits and the Supporting Documents shall be construed to be mutually complementary and supplementary wherever possible. In the event of a conflict which cannot be so resolved, the provisions of this Agreement itself shall control over any conflicting provisions in any of the exhibits or supporting documents. The Consultant's initials herein signify acknowledgment and agreement to this provision, if applicable, or if not sign "N/A". Consultant's services are collectively referred to in this Agreement as the "Work." Page 1 of 8 Personal Services Agreement Between the City of Ashland and CAI NOW THEREFORE, in consideration of the mutual covenants contained herein, the City and Consultant hereby agree as follows: 1. Effective Date and Duration: This Agreement shall become effective on the date of execution on behalf of the City, as set forth below (the "Effective Date"), and unless sooner terminated as specifically provided herein, shall terminate upon the City's affirmative acceptance of Consultant's Work as complete and Consultant's acceptance of the City's final payment therefore, but not later than the Completion Date listed under the Contract Summary in the table one page one of this agreement. 1.1. Time is of the essence. Time is of the essence for Consultant's performance of each and every obligation and duty under this Agreement. City, by written notice to Consultant of default or breach, may at any time terminate the whole or any part of this Agreement if Consultant fails to provide the Work called for by this Agreement within the time specified herein or within any extension thereof. 2. Compensation: City shall pay Consultant the sum listed as the"Contract Amount" under the Contract Summary on page one of this document as full compensation for Consultant's performance of all Work under this Agreement. In no event shall Consultant's total of all compensation and reimbursement under this Agreement exceed the Contract Amount without the express, written approval from the appropriate Department Head or City Manager. Payments shall be made within thirty(30)days of the date of receipt by the City of Consultant's invoice. Should this Agreement be terminated prior to completion of all Work, payments will be made for any phase of the Work completed and accepted as of the date of termination. 3. Consultant Obligations: 3.1. Independent Contractor Status. Consultant is an independent contractor and not an employee of the City for any purpose. Consultant shall have the complete responsibility for the performance of this Agreement. Consultant shall provide workers' compensation coverage as required in ORS Chapter 656 for all persons employed to perform Work pursuant to this Agreement. Consultant is a subject employer that will comply with ORS 656.017. 3.2. Qualified Work. Consultant has represented, and by entering into this Agreement now represents,that all personnel assigned to the Work to be performed under this Agreement are fully qualified to perform the services to which they will be assigned in a skilled manner and, if required to be registered, licensed, or bonded by the State of Oregon, are so registered, licensed, or bonded. 3.3. Assignment. Consultant shall not assign this Agreement or subcontract any portion of the Work without the written consent of City. Any attempted assignment or subcontract without written consent of City shall be void. Consultant shall be fully responsible for the acts or omissions of any assigns or subcontractors and of all persons employed by them, and the approval by City of any assignment or subcontract of the Work shall not create any contractual relation between the assignee or subcontractor and City. Page 2 of 8 Personal Services Agreement Between the City of Ashland and CAI 3.4. Work Performance Obligation. Consultant shall, at its own risk, perform the Work described in the Description of Services and in the Supporting Documents and, unless otherwise specified in this Agreement,furnish all labor, equipment, and materials required for the proper performance of such Work. 3.5. Certification. Consultant agrees to and shall sign the certification attached hereto as "Exhibit U and incorporated herein by this reference. 4. Insurance: Consultant shall, at its own expense, maintain the following insurance: 4.1. Worker's Compensation. Worker's Compensation insurance in compliance with ORS 656.017, which requires subject employers to provide Oregon workers' compensation coverage for all their subject workers. 4.2. Workers' Compensation Exemption. If applicable, Consultant affirms and certifies that it is exempt from providing Workers' Compensation per ORS 656.027. Exemption criteria: Enter criteria here or delete if not applicable Consultant initials if exempt: Date: 4.3. Professional Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two million dollars) per occurrence. This is to cover any damage caused by error, omission or negligent acts related to the Work to be provided under this Agreement. 4.4. General Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000(two million dollars) per occurrence for Bodily Injury, Death, and Property Damage. 4.5. Automobile Liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000 (two million dollars) for each accident for Bodily Injury and Property Damage, including coverage for owned, hired or non-owned vehicles, as applicable. 4.6. Notice of cancellation or change. There shall be no cancellation, material change, reduction of limits or intent not to renew the insurance coverage(s)without thirty(30)days' prior written notice from the Consultant or its insurer(s) to the City. 4.7. Additional Insured/Certificates of Insurance. Consultant shall name the City of Ashland, Oregon, and its elected officials, officers and employees as Additional Insureds on any insurance policies, excluding Professional Liability and Workers' Compensation, required herein, but only with respect to Consultant's services to be provided under this Agreement. The consultant's insurance is primary and non-contributory. As evidence of the insurance coverages required by this Agreement, the Consultant shall furnish acceptable insurance certificates prior to commencing the Work under this Agreement. The certificate will specify all of the parties who are Additional Insureds. Insuring Page 3 of 8 Personal Services Agreement Between the City of Ashland and CAI companies or entities are subject to the City's acceptance. If requested, complete copies of insurance policies; trust agreements, etc. shall be provided to the City. The Consultant shall be financially responsible for all pertinent deductibles, self-insured retentions, and/or self-insurance. 5. Termination: 5.1. Mutual Consent. This Agreement may be terminated at any time by the mutual consent of both parties. 5.2. City's Convenience. This Agreement may be terminated by City at any time upon not less than thirty (30) days' prior written notice delivered by certified mail or in person. 5.3. For Cause. City may terminate or modify this Agreement, in whole or in part, effective upon delivery of written notice to Consultant, or at such later date as may be established by City under any of the following conditions: • If City funding from federal, state, county or other sources is not obtained and continued at levels sufficient to allow for the purchase of the indicated quantity of services; or • If federal or state regulations or guidelines are modified, changed, or interpreted in such a way that the services are no longer allowable or appropriate for purchase under this Agreement or are no longer eligible for the funding proposed for payments authorized by this Agreement; or I • If any license or certificate required by law or regulation to be held by Consultant to provide the services required by this Agreement is for any reason denied, revoked, suspended, or not renewed. 5.4. For Default or Breach. Either City or Consultant may terminate this Agreement in the event of a breach of the Agreement by the other. Prior to such termination the party seeking termination shall give to the other party written notice of the breach and its intent to terminate. If the party committing the breach has not entirely cured the breach within fifteen (15) days of the date of the notice, or within such other period as the party giving the notice may authorize in writing, then the Agreement may be terminated at any time thereafter by a written notice of termination by the party giving notice. 5.4.1. Default: The Consultant shall be in default of this Agreement if Consultant: commits any material breach or default of any covenant, warranty, certification, or obligation under the Agreement; institutes an action for relief in bankruptcy or has instituted against it an action for insolvency; makes a general assignment for the benefit of creditors; or ceases doing business on a regular basis of the type identified in its obligations under the Agreement; or attempts to assign rights in, or delegate duties under, this Agreement. Page 4 of 8 Personal Services Agreement Between the City of Ashland and CAI ? 5.5. Obligation/Liability of Parties. Termination or modification of this Agreement pursuant to subsections 5.1, 5.2, or 5.3 above shall be without prejudice to any obligations or liabilities of either party already accrued prior to such termination or modification. However, upon receiving a notice of termination (regardless of whether such notice is given pursuant to subsection 5.1, 5.2, 5.3, or 5.4 of this section, Consultant shall immediately cease all activities under this Agreement, unless expressly directed otherwise by City in the notice of termination. Further, upon termination, Consultant shall deliver to City all documents, information, works-in-progress and other property that are or would be deliverables had the Agreement been completed. City shall pay Consultant for Work performed prior to the termination date if such Work was performed in accordance with this Agreement. 5.6. The rights and remedies of City provided in this subsection are not exclusive and are in addition to any other rights and remedies provided by law or under this Agreement. 6. Indemnification: Consultant hereby agrees to defend, indemnify, save, and hold City, its officers, employees, and agents harmless from any and all losses, claims, actions, costs, expenses, judgments, or other damages resulting from injury to any person (including injury resulting in death), or damage (including loss or destruction) to property, of whatsoever nature arising out of or incident to the performance of this Agreement by Consultant (including but not limited to, Consultant's employees, agents, and others designated by Consultant to perform Work or services attendant to this Agreement). However, Consultant shall not be held responsible for any losses, expenses, claims, costs, judgments, or other damages, caused solely by the gross negligence of City. 7. Consultant's Compliance with Tax Laws: Consultant represents and warrants to the City that: Consultant shall comply with all Oregon tax laws, including but not limited to ORS 305.620, ORS 305.380(4), and ORS Chapters 316, 317, 318, in addition to any rules, regulations, charter provisions, or ordinances that implement or enforce any of the foregoing tax laws or provisions and any tax provisions imposed by a political subdivisions of the State of Oregon. 8. Living Wage Requirements: If the amount of this Agreement is $26,429.65 or more, Consultant is required to comply with Chapter 3.12 of the Ashland Municipal Code by paying a living wage, as defined in that chapter, to all employees performing Work under this Agreement and to any Subcontractor who performs 50% or more of the Work under this Agreement. Consultant is also required to post the notice attached hereto as "Exhibit B" predominantly in areas where it will be seen by all employees. 9. Notice: Whenever notice is required or permitted to be given under this Agreement, such notice shall be given in writing to the other party by personal delivery, by sending via a reputable commercial overnight courier, by mailing using registered or certified United States mail, return receipt requested, postage prepaid, or by electronically confirmed at the addresses set forth on page one of this agreement with a copy to: Page 5 of Personal Services Agreement Between the City of Ashland and CAI City of Ashland — Legal Department 20 E. Main Street Ashland, Oregon 97520 Phone: (541) 488-5350 10. General Provisions: 10.1. Ownership of Work/Documents: All Work, work product, or other documents produced in furtherance of this Agreement belong to the City, and any copyright, patent, trademark proprietary or any other protected intellectual property right shall vest in and is hereby assigned to the City. 10.2. Non-appropriations Clause - Funds Available and Authorized: City has sufficient funds currently available and authorized for expenditure to finance the costs of this Agreement within the City's fiscal year budget. Consultant understands and agrees that City's payment of amounts under this Agreement attributable to Work performed after the last day of the current fiscal year is contingent on City appropriations, or other expenditure authority sufficient to allow City in the exercise of its reasonable administrative discretion, to continue to make payments under this Agreement. In the event City has insufficient appropriations, limitations or other expenditure authority, City may terminate this Agreement without penalty or liability to City, effective upon the delivery of written notice to Consultant, with no further liability to Consultant. 10.3. Statutory Requirements: The following laws of the State of Oregon are hereby incorporated by reference into this Agreement: ORS 27913.220, 2798.230 and 279B.235. 10.4. Nondiscrimination: Consultant agrees that no person shall, on the grounds of race, color, religion, creed, sex, marital status, familial status or domestic partnership, national origin, age, mental or physical disability, sexual orientation, gender identity or source of income, suffer discrimination in the performance of any Work under this Agreement when employed by Consultant. Consultant agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation statutes, rules and regulations. Further, Consultant agrees not to discriminate against a disadvantaged business enterprise, minority-owned business, woman-owned business, a business that a service-disabled veteran owns or an emerging small business enterprise certified under ORS 200.055, in awarding subcontracts as required by ORS 279A.110. 10.5. Governing Law: This Agreement shall be governed by the laws of the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon for Jackson County unless exclusive jurisdiction is in federal court, in which case exclusive venue shall be in the federal district court for the district of Oregon. Each party expressly waives any and all rights to maintain an action under this Agreement in any Page 6 of Personal Services Agreement Between the City of Ashland and CAI other venue, and expressly consents that, upon motion of the other party, any case may be dismissed, or its venue transferred, as appropriate, so as to effectuate this choice of venue. 11. Merger: This agreement and the attached exhibits constitute the entire understanding and agreement between the parties. No waiver, consent, modification or change of terms of this agreement shall bind either party unless in writing and signed by both parties. Such waiver, consent, modification or change, if made, shall be effective only in the specific instance and for the specific purpose given. There are no understandings, agreements, or representations, oral or written, not specified herein regarding this agreement. Consultant, by signature of its authorized representative, hereby acknowledges that he/she has read this agreement, understands it, and agrees to be bound by its terms and conditions. Page 7 of 8 Personal Services Agreement Between the City of Ashland and CAI WITNESS WHEREOF, the pmrUo8 have executed this Agreement in their respective O8On8S by their duly authorized representatives as of the dates indicated be|Dvv. This Agreement may be executed in two uoUDb*rporte' each of which shall be deemed an O[iQine[ with equal force and effect aeif executed |ne single document. City ofA h C&| (Consultant) Signature Date � Printed Name President& CEO Title Purchase Order No. O8/3O/2U24 DeA* /A-98/ h` be submitted with this signed Ag0eem*nM APPROVED ASTO FORM: City Attorney 949094 Date Page Bof8 Personal Services Agreement Between the City of Ashland and CAI CITY OF OREGON City of Ashland LIVING • • - • - •-• WAGE per hour, effective June 30, 2024. The Living Wage is adjusted annually every June 30 by the Consumer Price Index. - - - portion of the business of of health care, retirement, their employer, if the 401 K, and IRS eligible employer has ten or more cafeteria plans(including employees, and has received childcare) benefits to the ➢ For all hours worked under a financial assistance for the employee's amount of wages. service contract between their project or business from the employer and the City of City of Ashland over ➢ Note: For temporary and Ashland if the contract $26,429.65; part-time employees,the exceeds$26,429.65 or more. Living Wage does not apply ➢ If their employer is the City of to the first 1040 hours worked ➢ For all hours worked in a Ashland, including the Parks in any calendar year. For month, if the employee and Recreation Department. more details, please see o Ashland Municipal Code spends or more ➢ In calculating the living wage, Section 3.12.020. employeee'' /o s time in thatt the month working on a project or I employers may add the value For additional information: Call the Ashland City Manager's office at 541-488-6002 or write to the City Manager, City Hall, 20 East Main Street, Ashland, OR 97520, or visit the City's website at www.ashland.or.us. Notice to Employers: This notice must be posted in areas where it can be seen by all employees. _/ -\CITY OF Exhibit C Certifications/Representations: Consultant, by and through its authorized representative, under penalty of perjury, certifies that (a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or (ii) it has not been notified by the Internal Revenue Service (IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or (iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (if applicable) to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. X (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of i the business. X (2) Commercial advertising or business cards or a trade association membership are purchased for the business. X (3) Telephone listing is used for the business separate from the personal residence listing. X (4) Labor or services are performed only pursuant to written contracts. X (5) Labor or services are performed for two or more different persons within a period of one year. X (6) Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. i I Consultant's signature i 3 08/30/2024 Date 1 i Page 1 of 1: Exhibit C Seattle( Denver I Memphis communityattributes.com City of Ashland EOA Update SCOPE OF WORK August 26, 2024 BACKGROUND AND PURPOSE The City of Ashland requires an Economic Opportunity Assessment to prepare Ashland for growth over time,as intended and funded by the Oregon Department of Land Conservation and Development (DLCD). This scope of work reflects major tasks as structured in the City's request for proposals to produce its EOA.This work plan is designed to produce economies of scope as CAI produces an EOA with the City of Medford concurrently.Two components of this work are designed to leverage this opportunity. One is the joint national, state,and regional economic opportunity analysis (Task 3 below,Analysis),given the regional nature of some of this content; and the other is in-person engagement to economize on travel costs for both projects(reflected in Tasks 4 and 8, Outreach and Final Presentations). Deliverables, assumptions,and working allocation of contract budget are provided by major task. SCOPE OF WORK TASK 1. PROJECT KICKOFF & PROJECT MANAGEMENT CAI will work with City staff to initiate project work and meet throughout the project to review progress and develop the draft deliverables.Once underway, CAI will provide monthly progress reports and coordinate with Ashland project staff from week to week via emails and phone calls,as necessary. 1.1 Kickoff Meeting.CAI will coordinate with the City to schedule and facilitate a virtual kickoff meeting to(1)identify measures of success and DLCD reporting; (2) refine the draft scope of work, budget, and schedule for the overall effort; (3)define key elements,task dependencies,and completion of the project; (4)discuss expectations around the inclusive outreach strategy,including the extent of translation services,and any updates to elected officials; (5),the critical issues and potential measures of success that are most important to address in the project and how that should be reflected in the early community visioning tasks; and (6)any data and information needs. 1.2 Bi-weekly Project Management Check-in Calls.CAI will facilitate brief bi-weekly check-in calls with the Client's project manager to ensure progress toward milestones and address challenges as they occur. 1.3 Monthly Invoicing and Progress Reporting. CAI will prepare and submit monthly invoices with a monthly progress report to document the project team's work and ensure consistent progress toward project completion. CAI Deliverables: Kick-off meeting materials;data request;final Work Plan,including detailed tasks,work and meeting schedules(D1), responsibilities,and deliverables; Monthly progress reports. Community Attributes Inc. I City of Ashland EOA Contract Scope of Work Page 1 P A I Seattle I Denver I Memphis communityattributes.com City Deliverables: City staff will submit data and GIS files to the Consultant as requested and convene Committee for Citizen Involvement for this project to review the Inclusive Outreach Plan. Budget: $6,000 Estimated Timeline: Ongoing TASK 2. INCLUSIVE OUTREACH PLAN CAI will prepare and deliver an Inclusive Outreach Plan for review by City staff and the Committee for Citizen Involvement. CAI will make two separate in-person trips to Ashland and Medford;the first of these trips is intended for an engagement task,such as a studio/pop-up event;the second may be used for attendance at a City Council Study Session in Task 8.3.The Inclusive Outreach Plan will specify the approximate timing and purpose for each of the two in-person trips. Components of the Inclusive Outreach Plan may include: 2.1 Identifying Communities and Priority Populations.CAI's first step,taken in collaboration with City staff and the Committee for Citizen Involvement,will be the identification of historically underrepresented /disenfranchised priority populations as a particular focus of outreach and j engagement activities. Groups may include migrant,foreign born, and non-citizen communities; communities of color, including Ashland's Hispanic community; seniors; differently-abled community; young people;workers with high school degree or less; and veterans. 2.2 Focused Outreach. In this task,CAI will speak directly with stakeholders in Ashland to solicit insights into fundamental dynamics underlying the Ashland economy - and its vision for the future.The project team may translate materials or take other steps,to glean the best public participation and input for given stakeholder groups per our identification of priority communities in Task 2.1. 2.2.1 Interviews.CAI will collaborate with City staff to identify and schedule up to six(6) interviews with key stakeholders or big-picture thinkers that understand Ashland and its role in the region.These interviews are anticipated to be virtual,unless specified otherwise in the Inclusive Outreach Plan. 2.2.2 Focus Groups.CAI will identify and facilitate up to four(4)focus groups representing anchor industries,sectors or other key communities or interests.The focus groups participants will be interviewed to understand specific needs and challenges,the impact of key economic trends,and emerging opportunities.We anticipate some of the focus groups will directly support analyses in Tasks 3, 5,&6,while others may engage large employers, other sectors yet to be ' identified, neighborhood associations,and others.These focus groups are anticipated to be virtual, unless specified otherwise in the Inclusive Outreach Plan. 2.2.3 Committee for Citizen Involvement(CCI)Group.In addition to the day-to-day Project Team of staff and consultants,the Committee for Citizen Involvement group of the Planning Commission will review and approve a final version of this Inclusive Engagement Plan prior to implementation. If desired,the group may also meet in an interim fashion to review ongoing findings or engagement activities implementation, or to review the Summary of Engagement deliverable in Task 4.1. 2.3 Studio/Pop-Up Event(supporting Tasks 4&7). In collaboration with City staff and partners, CAI will design a process to gather public input(in-person or virtual)in the form of a studio or pop-up event Community Attributes Inc,. City of Ashland EOA Contract Scope of Work Page 2 I ' A Seattle I Denver I Memphis � � communityattributes.com with particular attention paid to attendance/engagement with priority communities.The event will be utilized to distribute and collect surveys outlined in Task 2.4 and will be targeted toward the solicitation of preferences for goals and policies pertaining to Ashland's desired economic future. 2.3.1 Goals&Policies Studio/Pop-Up.This studio or pop-up event will be convened to understand public preferences regarding priority goals and policies for Ashland's economic future.The goals will be foundational to the development of updates to the City's 2005 Comprehensive Plan economic chapter(VII) in Tasks 4&7.While workshopping goals,insights and ideas related to potential policies for achieving them will also be captured as they develop or surface organically. 2.4 Business Survey(132).CAI will design and analyze the results from a survey of Ashland businesses.A business survey will focus on the area's industries,workforce,supply chains and other economic considerations- and will elevate equity considerations.The survey will be available online and via QR code, but also in print form for the studio/pop-up events and could be mailed or e-mailed to existing distribution lists.Aside from the survey materials(which CAI will provide),the city will be responsible for managing the distribution of the survey and collecting responses. CAI will analyze the responses once the survey closes. Meetings: Up to six(6) Interviews; up to four(4) Focus Group meetings; at least one(1)Committee for Citizen Involvement meetings; and one(1)Studio/ Pop-Up event. Meetings are assumed to be virtual unless specified otherwise in the Inclusive Outreach Plan. CAI Deliverables: Final Inclusive Engagement Plan; Business Survey(and up to 3 translated versions- D2); all materials necessary for execution of the studio/ pop-up and other engagement activities. City Deliverables:City staff will advertise and facilitate the studio/pop-up event in coordination with CAI. Existing events may be leveraged as platforms for this activity.City staff will assist in convening, scheduling,and facilitating focus groups and any additional Committee for Citizen Involvement agendas and meetings. Budget: $21,000 Estimated Timeline:August - November Community Attributes Inc. I City of Ashland EOA Contract Scope of Work Page 3 1 1 Seattle I Denver I Memphis i communityattributes.com i TASK 3. ASHLAND/MEDFORD JOINT ANALYSIS - NATIONAL, STATE, & REGIONAL CAI will conduct a joint Ashland/Medford secondary data analysis at the national, state,and regional level describing related demographic,economic,and employment trends and opportunities. The following subtasks will comprise the joint Ashland/Medford national,state, and regional analysis: 3.1 Evaluate Economic Development Trends.Consistent with EOA processes, CAI will update regional and county demographic,economic,and occupational data and will assess relevant economic development trends at national,state,and regional scales.Some initial secondary data analysis will also be conducted around demographic and economic trends at the city level,at times utilizing comparison cities and the nation or state for context. Findings will be included in a summary memorandum (D4).Analyses and assessments will include the following: 3.1.1 Demographic Analysis.CAI will analyze data on demographic patterns affecting the economies of Oregon and Jackson County. CAI will examine population growth, map population densities,segment the area's population demographics, assess race and ethnicity patterns over time,scrutinize trends in median household income,and analyze educational attainment patterns. 3.1.2 Employment and Industries Assessment.CAI will conduct a high-level assessment of employment trends for the nation and Oregon and Jackson County.This will include estimates of employment growth overall and by sector; location quotient analysis; and unemployment rates, including comparisons of different geographies and/or comparison cities for select metrics.Top industries in the Rogue Valley will be profiled. 3.1.3 Occupational Analysis.CAI will conduct an occupational analysis using both standard SOC categories and summarizing wages by occupation for the state versus Jackson County. Using the industry analysis in Task 3.1.2,we will attempt to map how occupational skills in the Rogue Valley match up to the area's industry strengths and needs,as well as how economic polarization may be impacting key industries in the Valley. 3.1.4 Climate Change Assessment.CAI will qualitatively discuss the potential effects of climate change on the regional economy.These may include increased river flooding frequency and severity in the Rogue Valley; the potential for infrastructure and communications system damage from wildfires and flooding; agricultural and food impacts from rising temperatures and wildfires; impacts to human health and productivity; impacts on businesses and tourism; as well as factors such as local perceptions of risk. 3.2 Preparation of Joint Analysis EOA Memo(D3). CAI will prepare a draft and final Ashland/Medford Joint EOA Analysis memorandum addressed to both cities including an executive summary and all detailed analytics and findings described above at the national,state,and regional scales. CAI Deliverables: Draft and final Ashland/Medford Joint EOA Analysis memorandum(D3). City Deliverables:City staff will review and comment on draft Joint EOA Analysis to enable consultant to finalize draft. Budget: $10,000 Estimated Timeline: September-January Community Attributes Inc. I Cil:y of Ashland EOA Contract Scope of Work Page 4 Seattle ( Denver I Memphis communityattributes.com TASK 4. ASHLAND COMMUNITY OUTREACH, GOALS & STRATEGIES The basis for this task is largely comprised of the outreach and engagement laid out in the Task 2 Inclusive Outreach Plan. Findings, insights,and ideas from interviews,focus groups, business surveys - and especially from the Goals and Policies studio or pop-up event-will be synthesized to craft a series of refreshed economic development Goals and Policies for a package of updates to Ashland's Comprehensive Plan(Task 7).The Goals and Policies will embody the priorities of the economic future Ashland imagines for itself. 4.1 Summary of Engagement(D4).CAI will summarize results from the inclusive stakeholder outreach designed in Task 2.This summary will include both quantitative and qualitative findings and metrics around the number of people engaged by which mode,with an emphasis on priority populations,and will clarify patterns in stakeholder preferences,ideas and insights,and perceived opportunities and challenges related to the economic future of Ashland. 4.2 Refreshed Goals for Economic Development(D5).In collaboration with City staff and the Advisory Group,findings from the Goals&Policies studio or pop-up event will be leveraged to develop a compact,focused series of Goals to provide a framework around which policies may be outlined(see Task 7). Goal statements will be topical,actionable,and will convey the communities'top economic priorities. Policy ideas to achieve each goal will be captured if/as they surface organically. CAI Deliverables:Summary of Engagement(D4); Refreshed Goals for Economic Development(D5). City Deliverables: City staff will work closely and collaboratively in the initial development of Goals and Policies and subsequently to wordsmith,edit,and provide context, insights,and constraints. Budget:$5,400 General Timeline: October- February TASK 5. INDUSTRIAL AND COMMERCIAL BUILDABLE LAND INVENTORY (BLI) CAI will collaborate with City of Ashland staff to support staff in completion of an update Buildable Lands Inventory. CAI will analyze BLI results and summarize key findings in a Powerpoint deck for review and comment(D6) before being ultimately incorporated into the final EOA Document deliverable(D9). 5.1 Buildable Lands Inventory.Consistent with EOA processes,CAI will collaborate with City staff early in the project on the City's development and application of a suitable buildable lands inventory detailing available developable and potentially redevelopable employment lands by category in the City of Ashland. CAI has industry leading expertise in GIS parcel-based land inventories, including the development of market factors,assessment of critical areas,and other factors. Once the BLI is handed off to the Consultant,employment land inventory data will be analyzed and tabulated by key characteristics, potentially including site size,zoning, land use, industry,employment density, infrastructure dependency,development constraints and/or other factors. 5.2 Identify Required Site Types.Consistent with EOA processes, CAI will convert employment forecasts by industry into land demand in aggregate and by category.We will then identify the number of sites, by type, reasonably expected to be needed to accommodate local expressions of economic development trends discovered in Tasks 3,4&6. CAI will work with City staff to outline an approach to estimating employment forecast-based demand for different land and site types,and will align site types with employment land categories in the Buildable Lands Inventory,Task 5.1. Community Attributes Inc. I City of Ashland EOA Contract Scope of Work Page 5 L, • '�� ' Seattle Denver I Memphis o communityattributes.com 5.3 Land Capacity Sufficiency. Finally,CAI will reconcile and summarize how the city's supply of land by segment and site type meet or fall short of the forecast 20-year growth trajectory demand profile identified for Ashland. Per the City's request, CAI will also attempt to Identify areas of vulnerable populations who may be at risk of displacement. CAI Deliverables: Findings, including Buildable Land Inventory,employment forecast,and demand assessment by site types,will be delivered first as a Powerpoint Presentation to City staff, Planning Commission,and City Council to review as necessary(136); it will then be incorporated into the final EOA Document deliverable 09). City Deliverables:City staff will develop the Buildable Land Inventory and share with the consultant for evaluation and further analysis. City will also assist in the identification site types. Budget: $5,000 Estimated Timeline: September- November TASK 6. ASHLAND LOCAL EOA WITH EQUITY CONSIDERATIONS & CLIMATE IMPACTS In this task,CAI will present custom local analyses go deeper on key dynamics impacting economic development planning for the City of Ashland.Analytical pieces will also highlight im acts to local priority p p g Y Y p� p p Y populations as identified and engaged in the Inclusive Outreach Plan.This Ashland-specific local EOA analysis will be delivered in an interim fashion as a memorandum (D7)before being ultimately incorporated into the final EOA Document deliverable 09). ' 6.1 Prepare Employment Forecast.CAI will produce an employment forecast for the City of Ashland. Analytics will draw from historical data, econometric modeling,existing regional and industry forecasts,and qualitative resources on the long-term opportunities and growth of major industries in Ashland. 6.2 Occupational Analysis.CAI will build on the Taslc 3 occupational analysis by examining occupational and wage trends at the local level,including a look at wages by sector as well as by other segments, including household type and/or educational attainment level,for Ashland and comparison cities.We will explore wage polarization and unskilled labor opportunities. 6.3 Local Employment and Firm Dynamics.CAI will take a closer look at local employment and industry dynamics including local employment mapping by sector;an assessment and ranking of leading firms by employment and/or revenues; analysis of industry concentration and agglomeration; and,a discussion and/or mapping of assets and competitive advantages for both cities.We may examine retail and visitor spending patterns, and their implications for potential target industries. 6.4 Commute&Migration Assessment.CAI will utilize U.S.Census LEND,ACS,and Census data to map and describe resident and worker commuting patterns into and out of the Rogue Valley,either by city or by census tract,whatever is more insightful/useful.We will analyze migration patterns into the county and both cities and where those folks are coming from and going to. 6.5 Industry-Specific Opportunities.Based on the identification of key industries in Task 3.1.2, CAI will conduct research to identify specific sub-industries, activities,occupations, supply chain needs, or other opportunities for sustainable growth and diversification benefiting Ashland.A short list of j target industries for recruitment and expansion will be developed, including a matrix of needs related to workforce, land,facilities,and policy/ regulatory. Community AttribUtes Inc. I City of Ashland LOA Contract Scope of Work Page 6 Seattle I Denver( Memphis communityattributes.com 6.6 Land Use&Zoning.CAI will utilize parcel,zoning,and other data to segment and reveal patterns of land use intensity and vacancy,and to understand how zoning may impact them.We will describe constraints that current zoning may present to viable employment use development. 6.7 Real Estate Market Analysis.CAI will utilize public and private data sources, including Costar proprietary real estate market data,to analyze historic and current market factor trends such as lease and vacancy rates, sales prices,absorption and deliveries,and inventory(in square feet) by typologies including retail,office, hotel,flex,and industrial across local Ashland submarkets. 6.8 SWOT Analysis and Strategic Themes.CAI will prepare an economic Strengths,Weaknesses (Internal/Subjective); Opportunities and Threats(External/Structural)analysis summarizing opportunities and challenges and synthesizing findings into a series of"so-what"statements that will pivot data analysis into strategic insights and imperatives. CAI Deliverables: Draft and final City of Ashland Local EOA memorandum(D7). City Deliverables: City staff will review and comment on draft local EOA to enable consultant to finalize draft. Budget: $10,500 Estimated Timeline: October- February TASK 7. COMPREHENSIVE PLAN UPDATES TO GOALS, POLICIES, OR ACTIONS In this phase of work, CAI will bring together the results of research and analysis, inclusive community engagement,and guidance from City staff to develop a refreshed series of Goals and Policies consistent with OAR 660-009-0020 aimed at updating the City's vision for its economic future for the next 20 years. Policies will represent coherent individual approaches to achieving each Goal and will include Action steps to guide implementation. CAI will respond to two rounds of consolidated edits from the Client to deliver a revised,final package of Goal and Policy updates for the Comprehensive Plan. CAI Deliverables: Draft and final City of Ashland Comprehensive Plan update package(138). City Deliverables:City staff will review and comment on draft update package to enable consultant to finalize draft. Budget: $3,500 Estimated Timeline: March -April TASK 8. FINAL EOA DOCUMENT DELIVERABLE, PUBLIC PROCESS AND ADOPTION CAI will assemble and synthesize deliverables from previous tasks into draft and final versions of a complete Economic Opportunities Analysis document meeting statutory and client requirements, including addressing priority population and climate change impacts.The final document will be graphic, accessible,and concise and will include a new Conclusions section summarizing key findings. CAI will also prepare PowerPoint Presentation summaries of the draft and final EOA for reviews by the Planning Commission and City Council,which CAI will attend remotely,except for the final Study Session with City Council which we will attend in person.The City will then initiate and coordinate the adoption process with City Council and the state,and CAI will attend and present these meetings remotely. Community Attributes Inc. I City of Ashland EOA Contract Scope of Work Page 7 111CA ' Seattle Denver Memphis communityattributes.com 8.1 Ashland EOA Document Production(D9).CAI will assemble the work products from Task 3 (Ashland/Medford Joint Analysis),Task 4.1(Summary of Engagement),Task 5(Buildable Lands Assessment),and Task 6(Ashland Local EOA)into a statutorily complete Economic Opportunities Analysis Document - with an added section on conclusions to summarize key findings - as both an editable Word document and compiled PDF. 8.2 First Draft- Planning Commission&City Council Presentations(D10).CAI will prepare a PowerPoint Presentation summarizing findings from the complete first-draft EOA document for review at separate meetings of the Planning Commission and City Council which CAI will attend remotely. City staff will compile changes and return to CAI to incorporate. 8.3 Final Draft- Planning Commission&City Council Study Sessions(D11).CAI will incorporate Planning Commission, City Council,and City staff edits to the first draft and return an updated,final draft of the complete EOA document. CAI will then update the PowerPoint presentation for another round of Planning Commission and City Council Study Sessions.CAI will dedicate at least one key staff member to attend the City Council Study Session in-person. 8.4 Public Hearing&Adoption.CAI will prepare materials for the public hearing and adoption process for approval of the EOA as a technical support document to the Ashland Comprehensive Plan's i Economic Element.This may include assembling final products with any final changes in agreed upon j formats and submitting them to the City; and providing written comments relating to findings for the EOA's compliance with Statewide Planning Goals, OAR, and ORS. CAI will virtually attend and present at a Planning Commission public hearing(PC Meeting#4)and City Council Public Hearing and First Reading(CC Meetings#3). CAI Deliverables: Draft and final City of Ashland Economic Opportunities Analysis complete document (D9)and two rounds of PowerPoint presentation summaries (D10&D11). E 3 City Deliverables:City staff will review and comment on draft EOA,and will prepare memorandums, agendas and minutes for PC and CC first draft presentations(PC Meeting#2 and CC meeting#1). City staff will compile and transmit all first draft edits to Consultant. For the final draft, City staff will attend PC and CC Study Sessions with consultant; create public meeting notices,agendas, memos,etc.; and create a Staff Report on Final EOA document. I Assumptions:CAI will plan to attend the first-draft PC and CC meetings remotely, as well as the final version study session to the Planning Commission.CAI will initially plan to attend the City Council Study Session on the final version in-person. If both the Planning Commission and City Council study sessions 4 can be scheduled within the timeframe of one visit to Ashland for us,we may attend both study sessions in person. CAI currently plans to attend and present at the PC and CC public hearings and first readings for I adoption remotely. Budget: $4,500 Estimated Timeline: March - May TASK 9. EQUITY AND INCLUSION SELF-ASSESSMENT CAI, in collaboration with DLCD,will assist City staff in the completion of an internal Equity and Inclusion Assessment gauging Ashland's performance outcomes against its goals for inclusive outreach and engagement for the project as developed in Task 2.The equity and inclusion assessment will be presented Community At:h ibutes Inc. City of Ashland EOA Contract Scope of Work Page B i i Seattle I Denver I Memphis communityattributes.com in a separate matrix and report with findings that will be applicable to other City work and for delivery to DLCD per grant requirements. The assessment will begin with a preliminary review using a list of screening questions that are centered on equity and inclusion. CAI and staff will develop a set of questions for City staff that are responsible for the implementation of the Inclusive Outreach Plan to understand any unintentional biases or outcomes that are inequitable to historically under-represented groups. Following staff input,CAI may conduct additional targeted data gathering and/or focused conversations,at the request of partners. CAI Deliverables: Equity and inclusion self-assessment matrix&report(D12) City Deliverables:City staff will co-design assessment questions and matrix,facilitate self-assessment activities,and will compile responses. Budget:$2,400 Estimated Timeline:January- March LIST OF DELIVERABLES D1. Final Scope of Work,including detailed tasks,work and meeting schedules, responsibilities,and deliverables D2. Business Survey(including up to 3 translated versions) D3.Final Ashland/Medford Joint Economic Opportunities Analysis(EOA)Analysis memorandum D4.Summary of Engagement D5.Refreshed Goals for Economic Development D6. Buildable Lands Inventory(BLI) PowerPoint Presentation D7. Final City of Ashland Local EOA memorandum D8.Final City of Ashland Comprehensive Plan update package(Goals& Policies) D9.Final City of Ashland EOA complete document D10. PowerPoint presentation 1: Draft Ashland EOA D11. PowerPoint presentation 2: Final Ashland EOA D12. Equity and Inclusion Self-Assessment Matrix& Report COST ESTIMATE The exhibit below presents a draft allocation of the contract budget by task.Throughout the project,CAI will reserve the right to re-allocate dollars invoiced amongst the tasks, provided all deliverables are met as described in the previous sections. CAI will not take on tasks that challenge our ability to deliver the project within budget,without prior consent from the City and a formal acknowledgment of risks,scope trade-offs, or budget increased. Monthly progress reports will maintain awareness of budget status. Community Attributes Inc. I City of Ashland EOA Contract Scope of Work Page 9 i ■�A I Seattle Denver Memphis communityattributes.com Task Costs Task 1. Project Kickoff and Project Management $6,000 Task 2. Inclusive Outreach Plan $21,000 Task 3. Ashland/Medford Joint Analysis - National, State, Regional $10,000 Task 4. Ashland Community Outreach, Goals, Strategies $5,500 Task 5. Industrial and Commercial Buildable Land Inventory $5,000 Task 6. Ashland Local EOA with Equity Considerations and Climate Impacts $10,500 Task 7. Comprehensive Plan Updates to Goals, Policies, Actions $3,500 Task 8. Final EOA Document Deliverable, Public Process, Adoption $4,500 Task 9. Equity and Inclusion Self-Assessment $2,400 Total Labor $68,400 Travel Costs $4,000 Total Fees $72,400 Task 3 will be supplemented with an identical line item in CAI's work with Medford. i Travel costs assume two trips with one or two staff per trip,aligned with trips in coordination with concurrent Medford project outreach.Travel timing and purpose to be determined collaboratively with client. } 4 i E i i F (4� t 4 I i I I 3 i I Community Attributes Inc. City of Ashland FOA Contact Scope or Work Page 't0 i l i From: Sabrina Cotta To: Dana Mason Subject: Re: Contract Approval Date: Wednesday,September 18, 2024 1:01:19 PM Attachments: imaae001.png Yes, I approve. Please have him sign Sent from my Verizon, Samsung Galaxy smartphone Get Outlook for Android ...................................................................................................................................................................................................................................................................................................................... From: Dana Mason <dana.mason@ashland.or.us> Sent: Wednesday, September 18, 2024 11:57:30 AM To: Sabrina Cotta <sabrina.cotta@ashland.or.us> Subject: RE: Contract Approval Hi, Pushing this to the top of your inbox! If you are okay with Brandon signing I'll just add this email to the requisition. Thanks! Dana Mason, Finance Manager She/her/hers NIP City of Ashland Finance Department 20 East Main Street,Ashland,OR 97520 541.552.2017 1 TTY 800.735.2900 1541.488.5311 fax This email transmission is official business of the City of Ashland,and it is subject to Oregon Public Records Law for disclosure and retention.If you have received this message in error,please contact me at(541) 552- 2017. Thank you. From: Dana Mason Sent: Thursday, September 5, 2024 4:37 PM To: Sabrina Cotta <sabrina.cotta@ashland.or.us> Subject: Contract Approval Hi Sabrina, A requisition is coming your way with a contract for$72,400 for the Economic Opportunity Analysis Update. Brandon signed it, but his contract signing authority is only$50k. Would you like to sign a new contract,or are you okay with him signing this one time? Thanks! Dana Mason, Finance Manager She/her/hers City of Ashland Finance Department 20 East Main Street,Ashland,OR 97520 541.552.2017 1 TTY 800.735.2900 1541.488.5311 fax This email transmission is official business of the City of Ashland,and it is subject to Oregon Public Records Law for disclosure and retention.If you have received this message in error,please contact me at(541) 552- 2017. Thank you. ,P CITY OF CITY OF' HLAND REQUEST FOR PROPOSALS City of Ashland 2024 ECONOMIC OPPORTUNITY ANALYSIS UPDATE Issued: March 29, 2024 Response Deadline: April 26, 2024 At5PMPDT 1 ( : a , e J CITY OF SHLAND Table of Contents SECTION 1 -GENERAL INFORMATION.............................................................................................................................................2 1.1 Announcement....................................................................................................................................................................2 1.2 Compliance with Rules........................................................................................................................................................2 1.3 Contacts................................................................................................................................................................................2 1.4 Proposals Due Date.............................................................................................................................................................2 1.5 Proposals Withdrawal.........................................................................................................................................................2 1.6 Solicitation Protest..............................................................................................................................................................3 1.7 Addenda ...............................................................................................................................................................................3 1.8 Rejection of Proposals........................................................................................................................................................3 1.9 Irregularities.........................................................................................................................................................................3 1.10 Incurred Costs......................................................................................................................................................................3 1.11 Ownership of Documents ..................................................................................................................................................3 1.12 Confidentiality of Information............................................................................................................................................3 1.13 Public Record .......................................................................................................................................................................3 1.14 Equal Opportunity Policy for Contractors........................................................................................................................3 1.15 City Business License..........................................................................................................................................................3 SECTION 2- PROPOSALS TIMELINE..................................................................................................................................................4 2.1 Proposals Timeline..............................................................................................................................................................4 2.2 Rescinding of RFP................................................................................................................................................................4 SECTION 3- PROPOSALS EVALUATION ...........................................................................................................................................5 3.1 Selection Process.................................................................................................................................................................5 3.2 Proposals Evaluation Criteria and Scoring.......................................................................................................................5 3.3 Interviews.............................................................................................................................................................................5 3.4 Clarifications.........................................................................................................................................................................5 3.5 Agreement............................................................................................................................................................................5 SECTION 4- BACKGROUND AND SCOPE OF WORK....................................................................................................................6-8 4.1 Introduction .........................................................................................................................................................................6 4.2 Scope of Work...................................................................................................................................................................6-8 SECTION 5-SPECIFIC SUBMITTAL REQUIREMENTS......................................................................................................................9 5.1 Minimum Proposals............................................................................................................................................................9 5.2 Proposals Documents............................................................................................................................................................9 SECTION 6- EXHIBITS A Consultant and City Deliverable Task List....................................................................................................................9-12 BProposer Certification..................................................................................................................................................13-14 C Contractor Certification of Tax Compliance .............................................................................................................15-16 DLiving Wage Document.....................................................................................................................................................17 ELiability Insurance Document..........................................................................................................................................18 21Pa , e J CITY OF SECTION 1 —GENERAL INFORMATION 1.1 ANNOUNCEMENT The City of Ashland Planning Department is seeking proposals to develop an Economic Opportunity Analysis(EOA).The Economic Element of the Comprehensive Plan and State Goal 9 require the City ensure that there is enough available land and adequate public improvements to realize economic growth for the next 20-year horizon. Proposers shall develop and implement a community outreach and engagement plan;conduct a National,State,regional and local economic opportunity analysis; consider the effects of climate change on all levels of the economy; and develop an Economic Opportunities Analysis which includes policy and action recommendations for the City of Ashland to reach goals and community aspirations,identified through the community outreach and engagement process. See Exhibit A for a detailed scope of work. Acknowledging the interdependency of the regional economy and shared geographic proximity,the Cities of Ashland and Medford are seeking to partner with the same consultant to develop the background content and analysis for the Economic Opportunity Analysis at the National, State, and regional levels. However, the selected consultant(s)will be entering into contracts with each municipality separately. Consultants may apply to complete this shared National, State, and regional level analysis, an Ashland- specific analysis,or both. Proposals must be received by 5 PM local time on April 26, 2024. Proposals may be sent electronically by email to veronica.allenD-ashland.or.us, or as hard copies mailed to: City of Ashland Planning Department 20 East Main Street Ashland,OR 97503 Emailed submittals sent to veronica.allen@ashland.or.us are preferred. The City reserves the right to reject any and all Proposals not in compliance with all prescribed public bidding procedures and requirements and may reject,for good cause,any and all Proposals upon the finding that it is in the public interest to do so. The City reserves the right to waive any and all informalities if it is deemed in the best interest of the public. The City of Ashland requires all proposers to comply with equal opportunity policies.The City of Ashland's programs,services, employment opportunities,and volunteer positions and contracts are open to all persons without regard to race,color, national origin, religion, disability, sex,sexual orientation,gender identity,age, marital status,or political affiliation. 1.2 COMPLIANCE WITH PULES Proposers responding to this RFP must follow the procedures and requirements stated within this RFP. Adherence to these procedures and requirements will ensure a fair and objective analysis of the Proposals submitted. Failure to comply with or complete any part of this RFP may result in rejection of the submitted Proposals. 1.:3 CONTACTS Questions regarding specifications shall be submitted to the City's Planning Department and responded to when more detailed explanations are required.Any clarifications or revisions will be addressed and issued in addenda; City must receive requests for changes in writing per timeline schedule in 2.1. 1.4 PPOPOSALS DUE DATE All Proposals shall be received no later than 5 PM,local time,April 26,2024. 31 Page J CITY OF 1.5 PPOPOSALS WITHDPAWAL A Proposals may be withdrawn at any time before the Proposals deadline,by providing a written request for the withdrawal of the Proposals to the issuing office. A duly authorized representative of the firm shall execute the request. Withdrawal of a Proposals will not prejudice the right of the proposer to file a new Proposals. 1.6 SOLICITATION PPOTEST A person may protest or request a change of a solicitation provision, evaluation criteria, scope of work, specification, or contract term no later than seven calendar days prior to the Proposals due date. No protest of the selection of a consultant or award of a contract because of a solicitation provision, evaluation criteria, scope of work, specification or contract term will be considered after such time. The protest or request for change shall include the reason for such and any proposed change. The City shall consider the protestor request for change and may reject the protest or request for change,issue an addendum or cancel the RFP. The protest must be labeled with the project name and number and submitted to the City of Ashland at the following address: Planning Department City of Ashland 20 East Main Street Ashland, OR 97503 1."7 ADDENDA Any clarifications or revisions will be addressed and issued in addenda; City must receive requests for changes in writing per timeline schedule in 2.1. Only written addenda issued for the RFP specifications shall be binding upon the City. 1.9 FJF 'TIN OF PPOPOSALS The City may reject any Proposals not in compliance with all prescribed procedures and requirements and may reject for good cause any or all Proposals upon a finding of the City that it is in the public interest to do so. 1.9 IPPEGULAPITIES The City reserves the right to waive any non-material irregularities or information in the RFP or in any Proposals. 1.10 INCUPPED COST The City is not liable for any costs incurred by a proposer in the preparation and/or presentation of a Proposals. 1.11 OWNEPSHIP OF DOCUMENTS Any material submitted by a proposer shall become the property of the City. Materials submitted after a contract is signed will be subject to the ownership provision of the executed contract. 1.12 CONFIDENTIALITY OF INFOPMATION All information and data furnished to the proposer by the City and all other documents to which the proposer's employees have access during the preparation and submittal of the Proposals shall be treated as confidential to the City. Any oral or written disclosure to unauthorized individuals is prohibited. 1.1:3 PUBLIC PECOIRD All Proposals and information submitted by proposers is considered a public record.Proposals that contain information that meets the definition of trade secrets or otherwise can be considered a public record exempt from disclosure under Oregon's Public Records Law shall be clearly identified and kept separate by the proposers.All Proposals and information submitted by proposers will be available for viewing after the evaluation process is complete. 1.14 EQUAL OPPORTUNITY POLICY FOPCONTPAC'TOPS The City of Ashland requires all proposers to comply with equal opportunity policies.The City of Ashland's programs,services, employment opportunities,and volunteer positions and contracts are open to all persons without regard to race,color, national origin, religion,disability,sex,sexual orientation,gender identity,age, marital status,or political affiliation. 1.15 CITE! BUSINESS LICENSE 4 ( Page J CITY OF SHLAND The selected proposer will be required to obtain a City of Ashland Business License. END OF SECTION ONE 51Pa , e J CITY OF SECTION 2 — PROPOSALS TIMELINE 2.1 TIMELINE Note that this timeline is subject to change. (To coordinate with Medford on issuance) TENTATIVE DATE(S) MILESTONE March 29,2024 Request for Proposals Published April 10,2024 Deadline to Submit Questions Regarding Project Scope of Work April 17,2024 Answers to Questions/ Requests for Clarification Issued April 26,2024 Proposal Submittal Deadline April 29- May 8,2024 Internal Evaluation and Scoring May 9-10,2024 Proposer Interviews(as requested) Week of May 12,2024 Issuance of Notice of Intent to Award May 20,2024, until complete Scope of Work and Contract Negotiation Next available council meeting following contract City Council Contract Approval negotiations 2.2 PESCINDING OF PFP The City of Ashland reserves the right to reject any and all proposals submitted in response to this request.This reservation of rights is explicitly contingent upon the City's receipt of grant funding from the Department of Land Conservation and Development(DLCD). In the event that the anticipated grant funding from the DLCD is not secured,the City may,at its sole discretion,choose to not proceed with the acceptance of any proposals submitted in relation to this request. END OF SECTION TWO 61Pa , e J CITY OF 3.1 SELECTION PIROCESS The City reserves the right to select the contractor on the basis of the Proposals or to conduct interviews with the highest qualified proposers following evaluation and scoring of the Proposals,whichever is determined to best serve the needs of the City.The City reserves the right to seek clarifications of any or all Proposals. 3.2 PIROPOSALS EVALUATION CIRITEIRIA AND SCO INC A Selection Committee will evaluate the Proposals to determine vendors best qualified to perform the services for the City. Proposals shall be reviewed and evaluated on the following criteria. The Selection Committee members will ultimately submit a recommendation for action to City Council on the following criteria: Criteria Points Experience and qualifications of key personnel essential to the success of this project and supporting staff. 20 Please provide a resume for all key personnel outlining experience and qualifications and estimated time dedicated to the project. For all other supporting or contributing staff please provide a list and summary of each team member's area of responsibility,expertise,experience,and qualifications. Demonstrated ability to conduct work similar in nature to the project described. 20 Please provide at least two examples of completed projects with reference contact information. Demonstrated ability to provide finished products in an accessible format capable of conveying key information 20 in a clear and concise manner,free of spelling and grammatical errors. Please provide at least two examples of completed projects demonstrating the above. Links to digitally published documents is preferred. Demonstrated ability to work with diverse groups and foster effective community engagement. 10 Demonstrated ability to work within budget and meet key deadlines. 20 Demonstrated ability to collaborate and coordinate process and deliverables between jurisdictions and other 10 consultants. Total 100 3.3 INTEVIE /S Contractors selected for final evaluation will be invited to an interview with the City. Contractors will be contacted regarding time and location of the interview. 3.4 CLAIRIFICATIONS The City reserves the right to seek clarification of each Proposals submitted. The City also reserves the right to require other evidence of technical, managerial,financial,or other abilities prior to selection. 3.5 AGPEEMENT A sample copy of the contract that the City expects the successful proposer to execute will be provided once a consultant has been chosen for the project and funding secured. Any proposed changes in the language,construction or requirements of the contract must be raised and resolved as part of a solicitation protest or during negotiations. The City reserves the right to negotiate a final contract that is in the best interest of the City. The contract will define the extent of services to be rendered, as well as the method and amount of compensation.The contract will be negotiated with the highest ranked proposer(s)for the project. If agreement is not reached,negotiations will be terminated. Negotiations will then begin with the Selection Committee's second choice for the project. When an agreement is reached, the contract for the work will be prepared and executed upon City Council approval. END OF SECTION THREE 7 ( Page J CITY OF SHLAND SECTION 4— BACKGROUND & SCOPE OF WORK 4.1 MTPODUCMN The Oregon Land Use program was created in 1973 with Senate Bill 100,establishing the Land Conservation and Development Commission (LCDC)and the Department of Land Conservation and Development (DLCD).The bill created statewide protections for farmland and tasked LCDC to adopt the Statewide Planning Goals that serve as the basis for local Comprehensive Plans. Planning Goal Nine requires local governments to plan for economic development by ensuring that there is adequate land zoned for industrial and commercial activity to support economic growth,sustaining living wage jobs and quality of life,within established urban growth boundaries. Ashland is the second largest city in Jackson County,Oregon with a population of approximately 20,000 and is home to both the Oregon Shakespeare Festival and Southern Oregon University.Ashland is part of the Medford Metropolitan Area,the fourth largest metro area in Oregon,providing surrounding rural communities in Southern Oregon and Northern California with premier medical services,shopping centers,sports parks,access to two different airports,and a plethora of tourism-based businesses.The Ashland Economic Opportunity Analysis was last updated in 2007, using data predominantly from 2006.This project will provide a much-needed update,aligning projected employment growth with land needs and availability based on accurate figures and data. It is important to recognize the inter-dependency of the Rogue Valley regional economy. In collaboration with the City of Medford,we are seeking the same or an additional Proposer to conduct an Economic Opportunity Analysis at the National,State, and regional levels.This analysis should consider economic trends and outlooks,(see the proposed Scope of Work in Section 4.2).The deliverable for this item should be prepared for both communities. The City of Ashland is also seeking a Proposer to conduct an Ashland-specific Economic Opportunity Analysis.This analysis will include a community outreach process,a comprehensive economic analysis,and a summary of wage polarization and unskilled labor opportunities. 4.2 SCOPE OF WOPK General services are to include, but not limited to, items listed below. Note:These services are illustrative. If your institution uses different language to describe the following services; please submit a clarifying statement in your response. If you have questions on the language and wish to clarify that before submitting your response, please contact City of Ashland Planning and a written addendum will be issued. The selected contractor will be responsible for all items assigned and outlined in Exhibit A. END OF SECTION FOUR 81Pa , e J CITY OF SECTION 5—SPECIFIC SUBMITTAL REQUIREMENTS 5.1 WNWUM PPOPOSALS The successful Contractor must: • Must have a valid City of Ashland business license by time of contract award/execution • Meet the City of Ashland's insurance requirements and bond requirements to work on City Property. • Additionally,all contractors must submit completed Proposers Bid Certification and Contractor Tax Compliance,(Exhibit B,and C). 5.2 PPOPOSALS DOCUMENTS Applicant shall be responsible for obtaining RFP documents and any addenda,as well as carefully examining the specifications and requirements of the proposed project. The City may publish from time-to-time addendum or additional requirements on any RFP. Copies of RFP materials and other documents are on file and may be obtained by a request to the City's Planning Department. In response to this Request for Proposals,the applicant shall include all the following items: • Title Page/Cover including the name of the proposing contractor and its principal business address from which the project will be managed. • Proposed timeline for project to include estimated start and finish date. • Proposer Certification, Exhibit B • Contractor Certification of Tax Compliance, Exhibit C • A cost estimate reflecting the work requested under Section 4.2 of this document as outlined in Exhibit A. • Resumes of all key personnel • A list of supporting and contributing staff • A list of references • Links to published documents of similar works END OF SECTION FIVE 9 ( Page J CITY OF SHLAND EXHIBIT A City of Ashland Economic Opportunity Analysis DRAFT Task List 1. Task Title: Schedule and Project Management Task Description: Overall project management duties including but not limited to outlining the project schedule, identifying key meeting and product delivery dates, gathering relevant information and documentation for analysis, establishing the project management team, and identifying public outreach events. Task Deliverables: Consultant: 1.1 Summary of major tasks and project schedule with key dates and deliverables noted 1.2 Create a tentative schedule of events 1.3 Coordination and meeting dates for project management team 1.4 Draft a Community Involvement Plan with consideration of diversity equity and inclusion, for review by the Committee on Community Involvement(CCI) • 1.5 Finalize Community Involvement Plan after meeting with CCI City: 1.6 Submit relevant documents and GIS files to the Consultant 1.7 Create any survey or initial interview questions for key stakeholders. 1.8 Hold a meeting with the Committee on Community Involvement(CCI)to approve draft Community Involvement Plan (CCl/PC Meeting#1) 1.9 Identify stakeholders for consultant interviews. 2. Task Title: Medford/Ashland - Coordinate and conduct a joint analysis for both communities that includes a National, State, and Regional Economic Opportunity Analysis Task Description: Collect, analyze, and develop a report with a regional focus, to include the following: a. Economic advantages and disadvantages b. Major categories of employment uses that could reasonably be expected to locate or expand in the region c. The effects of climate change on the economy d. Short and long-term supply and demand analysis e. Population demographics f. In and out-migration trends g. Regional employment patterns h. Educational attainment trends i. Skills matching analysis j. Wage trends, including i. Economic polarization by sector ii. Wage trends by sector, households, and educational attainment Task Deliverables: Consultant: • 2.1 Collect data, research trends, and draft the analysis report for both cities 10 ( Pa , e J CITY OF SHLAND • 2.2 Finalize and submit report. Cities(Medford/Ashland): 2.3 Review and provide consolidated comments on the draft report from both cities. 3. Task Title:Ashland Local Economic Opportunity Analysis including Equity Considerations and Climate Impacts Task Description: Collect, analyze, and develop a report on the economic trends and data, tailored to Ashland specifically. Task Deliverables: Consultant: 3.1 Collect data, research trends, and draft the analysis report for review and comments. 3.2 Interview stakeholders and provide written summary of findings 3.3 Finalize and submit report. City: 3.4 Review and provide comments on report. 4. Task Title: Industrial, Employment, and Commercial Buildable Land Inventory(BLI) Task Description: Evaluate existing land supply by zoning district and per statute to determine amount of developable and redevelopable land within the City of Ashland. Task Deliverables: Consultant: • 4.1 Review and analyze BLI data provided by City in GIS format 4.2 Determine land need for commercial, employment, and industrial lands. 4.3 Identify areas of vulnerable populations, and at risk of potential displacement 4.4 Provide presentation materials regarding analysis of BLI inventory of employment, commercial and industrial, lands the Planning Commission and City Council. City: 4.6 Complete in house updated BLI analysis by zoning district, using tabular and map data to represent number of acres available. 4.7 Provide GIS geodatabase for consultant use 5. Task Title: Draft EOA Document Deliverable Task Description: Collect, analyze, and develop a report on the economic trends and data as outlined in Item #1 above tailored to Ashland specifically. Coordinate final review of regional EOA elements,Ashland specific EOA, and Statewide updates, goals, orders, and actions. Task Deliverables: Consultant: • 5.1 Draft EOA Report • 5.2 Presentation Materials for Draft EOA(PowerPoint) for Public study sessions • 5.3 Update Planning Commission and receive comments- Study Session (PC Meeting#2) • 5.4 Update City Council and receive comments- Study Session (CC Meeting# 1) City: • 5.5 Staff Review and comments on draft EOA J CITY OF • 5.6 Prepare memorandums, agendas and minutes for City study sessions. (PC Meeting#2 and CC meeting#1) 6. Task Title: Final EOA Document Deliverable Task Description: Coordinate final review of National State and Regional EOA, Ashland specific EOA, and Comprehensive Plan updates, goals and actions Task Deliverables: Consultant: • 6.1 Complete the Final EOA Report • 6.2 Create presentation materials & present to PC and CC meetings. • 6.3 Update Planning Commission - Study Session (PC Meeting#3) • 6.4 Update City Council - Study Session (CC Meeting#2) City: • 6.6 Attend Study Sessions with consultant • 6.7 Create public meeting notices, agendas, memos, etc. • 6.8 Create Staff Report on Final EOA Report 7. Task Title: EOA Adoption and Public Process Task Description: Public Hearing and adoption Process for approval of the EOA as a technical support document to the Ashland Comprehensive Plan's Economic Element. Task Deliverables: Consultant: • 7.1 Assemble products with any final changes in agreed upon formats and submit them to the City. • 7.2 Provide written comments relating to findings for the EOA's compliance with Statewide Planning Goals, OAR, and ORS. • 7.3 Attend and present at Planning Commission public hearing(PC Meeting#4) and City Council Public Hearing and First Reading(CC Meetings#3 ) City: • 7.4 Ordinance amending Comprehensive Plan to adopt the EOA as a technical support document. • 7.5 Draft Findings and Orders addressing state goals and criteria for approval of the legislative amendment to the Comprehensive Plan to adopt the EOA. • 7.6 Planning Commission Public Hearing(PC Meeting#4) • 7.7 City Council 1st and 2nd reading of ordinance (CC Meeting#3 &4) • 7.8 Submittal of Final EOA and other deliverables to DLCD 12 ( Pa , e J CITY OF SHLAND EXHIBIT B PROPOSAL FORM Proposals should be prepared and organized in a clear and concise manner and must include all information required by this RFP. Headers,Titles or Tabs should be used to identify required information. Responses to the Evaluation Criteria found in Section 4 shall be organized in the same order listed in that Section, preferably by re- stating the criteria and then responding below the restated criteria. REQUIRED RESPONSE DOCUMENTS THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR RESPONSE: (Place a check in front of the item indicating inclusion in your response) ❑ RESPONSE TO ALL EVALUATION CRITERIA listed in Section 4 ❑ SECTION 8 - Proposal Form ❑ Independent Contractor Certification MWESB INFORMATION The City encourages contracting with minority owned, woman owned, and emerging small business (MWESB). The State of Oregon offers a certification process. Indicate below if your business is a MWESB and if so, which categories have been state certified. MWESB certified? Yes_No . If yes, indicate which categories below: Minority Owned_ Woman Owned_ Emerging Small Business_ Veteran Owned_ ACKNOWLEDGMENT OF RECEIPT OF ADDENDA TO PROPOSAL DOCUMENTS: Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 Check if not applicable or if no addenda were received: OSBEELS/OSBGE/ORBAE No.(s) Provide name(s), title(s), and certification number(s)for each Key Person listed under Section 6.3(b). Attach additional sheet if necessary) Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: 131 Pa , e J CITY OF SHLAND PROPOSER INFORMATION: Proposer Company Name Company Address (from which work will be performed) Telephone Number Fax Number FEDERAL ID NUMBER Printed Name of Person Signing RFP: Title: Signature: Email Address: 14 ( I: age J CITY OF EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under penalty of perjury, certifies that(a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service (IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or(iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. (2) Commercial advertising or business cards or a trade association membership are purchased for the business. (3)Telephone listing is used for the business separate from the personal residence listing. (4) Labor or services are performed only pursuant to written contracts. (5) Labor or services are performed for two or more different persons within a period of one year. (6) Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. Consultant's signature Date 15 1 P a , e J CITY OF SHLAND ..Ck E, IldlenitIfflcaltIlulnl N�uiimbeir and CIurtift2itIlulnl recIpost l I Fill m send by the,IIIRS. m a�nAnwma men 11",Gawtdl rrn.Nra.giDVH: M W9 RX lnghUdKMartdtilie tell 11IRRIFIRSItI0111. l UN Tmmmumy,NiIi;mm No rmq¢tlrraLi on mYYa I .b m A s eamtnmmm nonmUbrogardGil wdmr rnmor r murk mmi mtmwm as ChWR1RppDpiMbD Imam Imr Wharw Im CkwxtZbon Cd ING p mta mma w GftGrGd rn Iltmm 1..chack,unly o w cc it +A Il PXIM 53 rmrltl"carom'I m. atflOW mA WOwidaft m ft&Lv :k m,mnFagg ❑ rawilal pww,,,r ❑ ❑a1 rnq mmAl n ❑ ❑Tod mmtmwm tlr tmamtarr ILL0 EN—'Fes,,,®I_l El 1 rn=WI® nip .,.Entrr M tmm hin(C mmrpermrkn era oupmMor'1,F'-Pmrlmrmr, 1p)IM kla�hl Ch wN Ew apprapfiga..box In Em Ilrw all ror Ev1AnI: rlaSmlrrwn ot'trwm® owner..Io nct chl IEgarnpliorl lroxn.FA TVA n lrmtrg ILC mr Ma IU.0Ii olammrlhd wa mdngki4n lm in r ILLG Vvd III disraganlid Ihmm.Viscomor unimmm the manwr a(III LLC ft acdaiPl" w,#3tw ILVO ffW Is not clizimlyrdad III t1w amw r'or IJI.a.Wind tax purpcGG&Cdondl a; IrIwmllhmn ILLip twin wt dWgg&ldgd NMI IAnm D nx simuIA7 ohock Um appiDpWo bw Air UD&lax Dwro ❑ 1 I�t18' YfMmill�nmA1�M� mw<"'wira ,m�htldlmdanY>wlW dws'I a Obamamm fxmdxwm mrmm'k mrrm Set mr MAR mm'y am I Roq,ummtw°mwrumrvm gal, km dS T nJr mnamrumt nurnbo[my Inmm I on NumbwI Enter Val TlN In the apprIapdale low.The TIN pwRled must mated the rome ghmn an Illlnle 11 to®wrl I agog mamrrq Mill baI dllm.r-3f IIITdlWiLials,thle to gerwmalty ymx m sodall security"rAd W.mower',Mor'a Iresklent all sole bmr;ar dllaragardledl antItyr,see the InstrzIlom for Put III,later,.Fag'otrw M - ar 4tles,It la ymr emnp4off Ildenli llbatiom nu mber jElltl).li yen den not Ihawle a,,nnrmtrer,see Nbw to gets aTK Imo". or Refer it I e sowuntliallnincreltianone name,see the IIImlatrurtions for IITe 1. i hill To GIN E1e Rggtms ar Ibir guldelllmes an wtme Timber'W Licm CMIII Under lea of pffljLTy I cerilry Met: 1.The rLffnber afhc wn an Ihtla 1brm Is my D3Tecl'taxpayar IderiflIcation nLffrbeff for I am wwraitllrgl tam a Taimber to Itle fa usId to m4 amd 2,.III ern not subject',ma,backup Wall Itlaaaaauae:(-at I..am exampTl rr+cmti ItswAul r Aw Hhhoadllrg.,Cff P I have not been r1alllred try the Internal Revenue Serdoe 0IIRS,1i I=III am awlbfeon to balcil Ilrg as a.reewtm Of a tallila'e 1D rep3rt all(Interest,or dwldenda,of P Ine IIIIR a hires ncrtilled me ttwa3t lu am Ino kNW al to badiulp twTBntKill and :3.III ai n a 111.5.calm a oVw U.S.perscin(deflned bel amyl 4.The FATCA GoJeN BMEged an Ilya foam or al I nralceming that III am erermpt Mum FATCA reporting Is oa rl Instrmcbm&,Ycw rualat crom awt Ran 2 atom Ilhyrlul have teen IImhIIPed by the IRS Mat you are aur emmly all In,ba latp VIRMholdllrng tl9cawe yltaut Ill Wed to report all IlMaregand aMends an ylprlr lam retarr.For reall eetade bersactlam.IRem 2 dam inW apply.For mbAgaga Interest pelt, aqumwn of wardwifflarit of secI caricallel of dettl,otnm,dtlllrtlldrta Io an Individuid rallirefferit ammlg ent ORA),and generally,paymllanta ofrosr Merl Interest and dMdenft you am not regwllred to sl the cariffloolion,txti',yin rl pfuvide yawm correct TIN(.&a the InstruclJoria taa Part ll,Imo. gm mr General Illrnst-uctiorr .Fcmmr 1099-01V olvidends,Rents l those tmrmm a DrAs or mrulatal ill :SImL'tharr references are to the Intamrtai Feweinue Cowie unleee etr .ptmmrn,'1099-MIS',oadous types of Income.prima awards,or,grilse npttedl. p l Fullu a For the lamest Illdmmabon aural devellapl .Forl 1099-2 or mutual rurw7 asks and certaln 24har relatEodl ID Forme,till'-9 and Ilene ltrehwffora�,such as legislatkin enacted , ally Au l d,gD to AtilAwtti^.Nra.l,�awr/Fbim 49. by INDRal •F'mmnrt 0 llxm reall e6ta1a transact" Puir Form .rwrl 1099-K imershaM card and third parry rmftcrK transact An IItkdlyi alll or enItly(R3mmt,W-9 reqLiesion wW Its,(required to 111 an •Form l 1009 pwmme mortgaW Inheiresl 109ll PLKWI Ikw a nftummallon rAeRT1 W1h re IRS Twitch in y W DNTeel'taMayff t -T IdantlmRcatlonInurlher(I wardchmayIbeyroum secalty"nu .Forl1099-G celeddom PSM,Individual taxpayer Idenmlimabon number 1171]l,adoption m Rrin t y l or atartid amen t or secured property) t IrsHLIGAmrmrmher(ATli,l�,raremplD Fldarmtio'aliWnumber ,to rapon on an IlnIftrnnaacan Irerlunn ME amount pal 10 yuu„Of or m use Foment W-9 only If you are a U1 S.p eraan tpndunding a resident arrmiunt repwleVe on an linMffnerflon IraitlFm,.Examples o1 lnlrxmm lon all".It)pmnw'm yMW correct TIN. Iretiuns Include,but are not Illtrtlifed to,,Um Itmlll. Wyau'W malt refi`m.Ftvm,.IE-9 to Me r w0r a .you rm t' .R3r[ml 1 r on lereal esened or paldli fie mill to t laup wffiVmMg.See Mat Is baciaLp wwmTlTaldirg, tares. CAL Na,1023IX (Fan 1 +.10-2010y 16 ( Pa e J CITY OF SHLAND EXHIBIT D City of Ashland LIVIRG �m WAGE 1 11 .41 pier houreffective June 30,' 2023. low Tlhue Living Wage is 'adjusted annually every June 30 by the Consumer Price Index. portion of the bus ness of of health rare retirement, their emplo er of the 401 K,and Ili 'igiibl4e efirplsyer has ten or more cafete6a flans(iiindu iiin efirplo gees,and has re roed ch rar0 Ibenefits to the IFS aU hours w onPund�er finariciai assistance fsr the efirplayee's amount!of wages. service c rtirenat beti their prged or bu ess from the employer and the City of City of Ashland owner e: IFsr temporary Ashland if the contrast 25,335.05; part-true employees the exceeds'25,335115 or more. ILiving "aye does in apply II them empb er is the lC4y of to the first 1NO hours we ed IFcr aU hours w vked in a Ashland, inciudmg ife Parks un any calendar year. For nth,of the eriployee Recreation I[6pailment. nT ,lease see spends 50 or more of the Ashland hlfumdpel Code employee's time in that month Iln calcufet°mng dhe Bring wage, section 3-12.0 @m w onmg on a propct or efirplsyers may add the value For additilonal information: Call the Ashland City I4 na is office at 5 41-488- 002 or wrike is the C r Manager, City Hall,2O East Main gtreet.A Ashland,OR 97520,or Visit the C ,s° ebsit:e at ° . slhdl4nd.cur.Lks. I'flotiiee to IEmployers. This notice in'iuuist be posted in areas where it can be seen by all employees. CITY or AS LAN 17 ( P ,nge EXHIBIT E ;7 RTIIFI ATE OFLIABILITYINSURANCE aATEN�IyaypTha w'wI -0NI2N�'CN'f'E THUS CERT RRFRCATE RS ISSNJIEC A NN ATTENS F INFORMATION ONLY AND,CONIFERS N6 GHTS XCRNII THE CERTIFICATE,HOLDER,THIRA CERTIFICATE IDES NOT AFFIRMATIVELY OR NEGATIVeLY AMEND, EXTEND OR ALTER THE COVERAGE AFFOADEID BY THE POLICE BELOW T'KIS CERTIFICATE Of INSURANCE DOES NOT CON9'YIY'lIU TE A CONT'RAC"F B:EIfBfEEN T'IIE ISSUING NIFI6Wf"NeIR(st,AUITHOIfRMElp REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HRDLDENR- IMIPQRTANT I'f'II 00MACO'RA IN01007R$Aem AL06 TNfbNAL INSUIRED,the Iaofty+Q a)mgjs'N have ADDIT'IQNAL INISU�EIS pyrelyyN�Nrp.wIa�mtN im be.awmydlarlTerdl. If SUIBROGATION IS IARAIrVECti subject to the CAarrne 4NIO co nrlftlw7wie a#the fe&y,rarEadn pallcass Flay Ig 4uliirA an axndarr'aAnmonL A sloiletnt"I awn Iinla c"Mcais doges ItaMI confor rl hIs to Me c4officatte N°laldesr in Ilan oaf such an dat:*sdyran'l,,9::..:" rRL"a cER .. aw . 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REVISION N RWR MEIERE THIS IIE To cEN2TTY THA75if.PN c'IE:SM 0P INSURANCE 1,1IST17D TwL'I.i,.S'N I::::IAVE BEEN II&81-1ItT ICI 1'M-NN'INRi";.I)NAdUED AW',,)VE FOR THE POI::,ION F"R,'„=.tklC'* IwII78N;A'N'H;Ia: N0TWrTIINS7ANndI.ANY REC,Id,IFEMr'NENT,TERM OR C(.M I"I'°ION I,*ANY CONTRACT OR O'Tq'IENR PLIN'IONE,1In7,,VMH fRL�N,"LCI TI)WHI(Al PhIRv CERTIFICATE MAY El�ISSUED OR MAY IaFRNAARI,THE INSURANCE::AFFORDED BY l"[94 Pc')I.ICIEl I]L;;.AIOED HEREIN I'✓."r;,dlBJ CI 10 MaN,I,,,.1 HE TERMS, ACI tnN QNS ANNG CC*JD5TICNN5 OF S,LVVC)w RMCILVr-Ur LIMITS:�k11OWN MAY HAVEI BIFFNw IT(-DlIIIC ED aY PAID CiN..AAAS 9R aI eaaR ...., AAA wlw `"salcw EXP 7 TYPE DF INSURAHZII: Pr.ML1'M NLIMARI I'k.: „I, ., b Ma'YNM" LIMIT% A crlmerutmclw�roEaauaau4alA aTw a N"raNNL;Y':d F'C1l�C 9 iFAV201120 FAcwarruRRFurI¢ a ,QYIk09 C !"tYatILM'AC"YkNTNf16NTCY� .. m ._ ,.. rmalenarewnF s:a'rl°.I:IP: � afWpr,TN vnnMmA„__ IRNKarloi�Ci alrurGGR'GA YE, lallralPuE IPPR Ra0m�r.S-00wnPrrP Aar L4MCagRy��F II I' e r mama sK7RY dNr12G2d w AI, ITawrawl wkMAIEII.pa'rr 'IP'rNt;.y NN 'Ff91CflfN ELa�:, M�r:�,a;�xm,I, s I4�4I� y V P.,I I, e d AaVfly I sc HE'Du LF IL7 1 ryfmav INUW{M-0w IF.Ml satIVM1'MIN AI TQE.C71UV.'V AuTW .. 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Itch bring liability limit up to $2 Im l:l:ion CER2TIFICAIE HOLDER CAINCER„I.AR1I�fNl I VI finf N;SQI@SIW"ICQ ahNlcUL,lw A NIT OF TIME ABOVE IBESCBwBIE'AI� OLIINxyuE'B BE CA.NCE"U'I.IED BIEFOR4E. TINIB 1RXIN A.TIONI CATE THEREOF, NOTICE WNI BE NNEI,:NVERERY IN 20 ;ast Main street ACCORDANCE,WITH TM PAMY PROVISIONS, Ashland OR V 2'd pd1;lRPRUED REFFIE°TEW ATME, ,.,,:,, ,,,,. ,,,,,....».„..:............ ...,..... :::.......� ,:,----- EaT90,2015AMtCEhRNIIDCORPORATION. All llaEhts,mesermd. AC RRD 25 0:016,103) The AC04RD name and Iwafll'a or&Ila>g9sterewd rnsilks rcaf ACORD mwu..F059 R 11,4+ lmamr.r?io<u vMm Mr mj n."dr I,.. , m'r..a„,eanr m aY-riu �' ,9LYi'o I II,.a,pN t rof a low, � 110 r I' lql r- r J VY.1 I RESPONSE TO REQUEST FOR PROPOSALS ECONOMIC OPPORTUNITIES ANALYSIS UPDATE CITY OF ASHLAND JOHNSON ECONOMICS JOHNSON ECONOMICS TABLE OF CONTENTS LETTER OF SUBMITTAL I. FIRM QUALIFICATIONS.............................................................................................................................1 KEYPERSONNEL.......................................................................................................................................................2 SUPPORTING PERSONNEL...........................................................................................................................................5 TEAMEXPERIENCE....................................................................................................................................................6 II. SCOPE OF WORK...................................................................................................................................8 III. COST AND SCHEDULE..........................................................................................................................13 IV. LINKS TO PUBLISHED DOCUMENTS AND COLLABORATION.................................................................14 621 SW Alder,Suite 605 Portland,OR 97205 5031295-7832 www.johnsoneconomics.com JOHNSON ECONOMICS April 26, 2024 Planning Department CITY OF ASHLAND 20 East Main Street Ashland, OR 97503 SUBJECT: Transmittal Page, Statement of Qualifications and Fee Proposal to Prepare an Updated Economic Opportunities Analysis To Whom it may Concern: JOHNSON ECONOMICS appreciates the opportunity to provide our qualifications and a fee proposal to prepare an Economic Opportunities Analysis (EOA) for the City of Ashland. This project will generate an EOA that is consistent with DLCD requirements while also addressing specific local issues.We have teamed with CSA PLANNING for this project, who brings a wealth of local knowledge as well as an understanding of the land use system. Our firms have worked collaboratively on numerous projects in Southern Oregon over the last two decades. Johnson Economics has extensive recent experience completing Goal 9 analysis throughout the State of Oregon. Our firm works regularly on private sector development projects in Southern Oregon and understands the economic drivers for communities in the Rogue Valley. We also work for many of the largest commercial and industrial development firms in the Pacific Northwest. CSA Planning will be leading the buildable lands inventory effort, as well as assisting with strategies and the Comprehensive Plan Economic Element.They bring outstanding GIS capabilities as well as an understanding of the private sector development perspective. Once again, we appreciate the opportunity to submit this statement of qualifications and proposal to the City of Ashland. I am authorized to represent JOHNSON ECONOMICS in negotiations and sign contracts and will serve as the City's main contact throughout the project. You can reach me via email at iwi(@Iohnsoneconomics.com. I thank you for considering our proposal and I look forward to hearing your response. Sincerely, i Jerry Johnson Principal JOHNSON ECONOMICS 621 SW Alder,Suite 605 Portland,OR 97205 5031295-7832 www.johnsoneconomics.com I. FIRM QUALIFICATIONS JOHNSON ECONOMICS is a well-established consulting firm founded with a specific focus on the economic aspects of land use planning and real estate development. Our combination of expertise in economics, planning and the private development market differentiates us from pure planning firms as well as pure economic consultancies. We bring a technical approach to planning projects which integrate the economic and market drivers of long-term land use, in addition to demographic factors. JOHNSON ECONOMICS offers a full range of analytic services in real estate and economic development fields,including market feasibility analysis for a wide range of development types, predictive development/redevelopment modeling, real estate financial analysis, economic development, regional and local planning issues, and public/private partnerships. Jerry Johnson has been actively consulting in this field for over thirty years and has assembled a staff of highly qualified and experienced individuals. The firm is an Oregon certified DBE/ESB corporation. Public-sector clients include cities, counties, regional governments, economic development agencies, urban renewal agencies, port districts, and others, ranging from the smallest to the largest in the Northwest. JOHNSON ECONOMICS also enjoys high credibility in the private sector and has access to the knowledge and opinions of businesses, professional developers,and lenders.As a result,we offer our clients a comprehensive perspective on the interaction between public policy and private sector realities.We approach every project differently and work closely with each client both at the outset and throughout the project to craft an approach that meets that client's needs. We regularly communicate with our clients to ensure that local staff are directly involved in and informed about our methodology and results, including interim work products. The firm has completed several projects in recent years that are relevant to this project, including the following: ■ Economic Opportunities Analyses for Multiple Jurisdictions within the State of Oregon o City of Aurora (active) o City of Forest Grove(active) o City of Hermiston (active) o City of Molalla (active) o City of Umatilla (active) o City of Sherwood (2023) o City of Woodburn (2023) o City of Klamath Falls(2023) o City of Cornelius (2023) o City of Tigard (2022) o City of North Bend (2022) o City of North Plains(2022) o City of Sisters (2022) o City of Beaverton (2016) o City of Hillsboro(2016) o City of Milwaukie(2017) Johnson Economics is also working for Metro on development/redevelopment forecasting in support of the upcoming Urban Growth Report, which will determine the need for future shifts in the Portland-Hillsboro metropolitan area's Urban Growth Boundary. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 1 KEY F)EFtSONNE111 HERALD W.JOHNSON, NABS, PRINCIPAL,JOHNSON ECONOMICS JERALD JOHNSON is a real estate market and regional economic development consultant. He has consulted on a broad range of real estate development and land use economic topics,for both public-and private-sector clients.As a Principal with JOHNSON ECONOMICS, Mr. Johnson is involved in research design,economic a 1 and financial modeling, and market Education: Portland State University �y analysis. Mr. Johnson's consulting Master of Science in Urban Planning i experience includes a wide variety of Bachelor of Science in Architectural Design/Economics real estate development and � economic topics. Areas of Specialization: Mr. Johnson is also an adjunct professor at Portland State Land Use&Regional Economics University's Master of Real Estate Development (MIRED) program - Public need analysis for conditional use permits and serves as the editor for the Center for Real Estate's Quarterly and comprehensive plan and zone changes for residential, industrial, retail, and lodging uses; Journal. He currently sits on the Governor's Council of Economic - Development fee incidence analysis; Advisors in the State of Oregon and has served in that capacity since - Strategic Planning;and July 2012. - Target industry analysis. Experience: Residential,Commercial,and Industrial ■ Economic development analysis and efforts for various Market Analysis entities, including the Cities of Portland, Seattle, Hillsboro, - All residential property types; Baker City, LaGrande, Umatilla, Gresham, Troutdale, - Business parks,including flex space and Fairview, Beaverton, Newport, Redmond, Medford, warehouse/distribution facilities; Marysville, Lynnwood, and Lincoln City. Office developments, including mid-and high- ■ Market and financial analysis for major developers, including rise Class A buildings and suburban office parks; Holland Partners, Gramor Northwest, Schnitzer Northwest, - Retail developments; Vulcan Properties, American Assets, Touchmark, Hotel/motel and conference center. Weyerhaeuser Real Estate, Mill Creek, Macerich,Jones Lang Financial Analysis LaSalle, United Dominion Realty Trust, Equity and Security Feasibilityanalysisforresidential,commercial, Capital. and recreational/entertainment developments; ■ Market analysis for public sector jurisdictions and agencies, Residual land value analysis and highest and including the Portland Development Commission, Port of best use analysis. Portland, Metro, City of Seattle, and numerous jurisdictions throughout the Pacific Northwest. Publications ■ Financial analysis for private and public-sector clients, Additional Detail in Aggregate Integrated Land- including Prosper Portland, Metro's TOD program, and the Use Models via Simulating Developer Pro Forma cities of Hillsboro, Lake Oswego, Milwaukie, Portland, Thinking,Journal of Transport and Land Use, Beaverton, Forest Grove,and Medford. 2018 ■ Jerry is a frequent speaker on the economics of land development, land use management issues, and affordable housing. Over the last twenty years, Mr. Johnson has developed a practice that combines extensive familiarity with land development issues as well as the interface between public policy and market dynamics. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 2 BRENDAN BUCKLEY,SENIOR PROJECT MANAGER,JOHNSON ECONOMICS IP,Ili( BRENDAN BuCKLEY is a Senior Project Manager with JOHNSON ECONOMICS. Mr. Buckley conducts market research and public policy analysis for a range of public and private sector clients. He has professional experience in Urban & Regional Planning, Urban Renewal, Economic Development and Housing. Brendan's ? %'L background provides a strong knowledge of public sector planning and economic development programs and processes. Prior to joining JOHNSON ECONOMICS, Mr. Buckley served as an Associate City Planner for the City of Gresham, Policy and Research Assistant for the Everett G/r Housing Authority,and a Project Manager at Imandi Corporation. � ail Recent and Relevant experience: ■ Housing needs analysis in multiple jurisdictions,including Umatilla Education: County, Gold Beach, Prineville, Sisters, Cowlitz County, Seaside, Portland State University Warrenton, Albany, The Dalles, Milwaukie, Beaverton, and Portland,Oregon Washington County. Master of Urban and Regional Planning ■ Managed EOA process for multiple jurisdictions in Eastern Graduate Certificate in Real Estate Oregon, including jurisdictions in Baker County, Grant Count, and Development Wallowa County. ■ Market analysis of residential development projects for dozens of Willamette University private sector clients. Salem, Oregon ■ Analysis of the marginal impact of Streetcar investments on B.A. in Philosophy(Cum Laude) predicted development patterns for Metro and the FTA. ■ Study of the City of Portland's density bonus and transfer system. Areas of Specialization: ■ Market and redevelopment analysis for the Eastside MAX stations 0 Housing Needs Analysis in Portland, Oregon. 0 Market Analysis ■ GIS analysis in support of Johnson Economics study of the effects 0 Interface of Public Policy and Private of urban amenities on residential land values in multiple Portland Development Metro area town centers. 0 Urban Renewal and Redevelopment ■ Affordable housing studies for the Housing Authority of Portland 0 Feasibility and Plans and St.Vincent DePaul. 0 Pro Forma and Feasibility Analysis ■ Downtown revitalization studies for multiple Oregon jurisdictions. 0 Urban and Regional Planning ■ URA Plan and Report for districts in Forest Grove, Hillsboro, 0 Affordable Housing Boardman,and Hermiston. 0 GIS ■ Market and highest and best use analysis for the Kenton District. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 3 MICHAEL SAVAGE, PRINCIPAL PLANNER, CSA PLANNING LTD. Since 2019, Michael has been a Principal Planner with CSA Planning managing PROJECT EXPERIENCE hundreds of Rural, Urban and Regional Land-Use and Development related CSA Planning,Ltd. projects. Michael Savage joined CSA Planning in 2008 as an Associate Planner with a specialty in GIS land use analysis and cartography. He has expertise in Major Firm Projects: tackling major spatial and geo-database projects. Before joining CSA, Mr. - GIS analysis, Cartography and Savage was a Planner, GIS Programmer Analyst, and Permit System Public Involvement for Rogue Administrator for Jackson County Development Servies. Valley Transportation District Boundary Assessment(TGM) Mr. Savage brings to each project an in-depth knowledge of land use related - GIS Analysis, Research and laws and regulations. Mr. Savage has extensive experience developing Findings of Fact for City of Buildable Lands Inventories, has helped prepare a number of Urban Growth Medford,City of Central Point, Boundary Amendments, and helped prepare the inventory and background and City Phoenix Urban Growth findings for the Greater Bear Creek Regional Plan. He is experienced with multi- Boundary Amendments. agency coordination and permitting, site planning and development. For a ' GIS Analysis for City of Medford Rogue Valley Transportation District boundary study, he analyzed population Economic Opportunities and employment growth, created a detailed color Atlas, and provided key Analysis. elements in the development of a transit transportation model. ■ GIS Analysis for City of Medford Housing Element The Greater Bear Creek Valley Regional Problem-Solving Plan,approved by the ■ GIS Analysis for Lakeview Land Conservation and Development Commission on March 7, 2013, Industrial Land Urban Growth establishes a system to guide long-term planning for the next 50 years. Mr. Boundary Amendment/Land Savage's analysis, maps and tables illustrated data for one of the most Swap comprehensive growth plans in the state. The City of Medford 2018 Urban Growth Boundary Amendment relied on City / Private Sector coordination utilizing residential and employment land data and analysis prepared jointly Previous Experience with the City and CSA Planning. Major Projects: Mr. Savage also brings several years of experience working with Cities and ■ White City Buildable Lands private sector clients on entitlement actions for Employment and Residential Analysis and Major Rezone uses that require a detailed understanding of City Adopted Inventories and ■ Destination Resort Element and Plans. Map for the Jackson County Experience Land Development Ordinance Principal Planner • Land Development Ordinance CSA Planning, Ltd, Medford, Oregon and Comp Plan Updates Planner, GIS Programmer Analyst and Land-Use Planning Permit-System Administrator Jackson County Development Services, Medford, Oregon, 1996-2003 Education Bachelor of Arts in Geography Southern Oregon University,Ashland, Oregon CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 4 t„W IIP IIIR 11 I ING F)EIISONNEIII,,. .ION SPIKKELAND,SENIOR ASSOCIATE,JOHNSON ECONOMICS JON SPIKKELAND is a Senior Associate with JOHNSON ECONOMICS specializing in market research for public and private clients,across the spectrum of use types. He has conducted extensive analysis on the drivers of real estate demand and pricing, as well as the market impacts of new supply, amenities, and redevelopment. He has developed numerous predictive models and has produced market forecasts for the development community for the last decade.Jon is also involved in economic development research, on topics like labor profile, cluster development, and industries with positive social equity impact. Prior to joining JOHNSON ECONOMICS, he worked for an asset management group and management of a real estate development partnership. KENADI BROWNE,ASSOCIATE,JOHNSON ECONOMICS Kenadi is an associate with JOHNSON ECONOMICS.Kenadi holds a Master of Economics degree from the University of Oregon, as well as a Bachelor of Economics degree from Portland State University. She completes market and economic research for the firm and manages the firm's construction pipeline report. Her areas of specialization are econometric and statistical analysis, multifamily residential analysis, and environmental economics. Prior to joining JOHNSON ECONOMICS, Kenadi worked as an educational assistant and after-care teacher at the Tucker Maxton School in Portland,as well as an AmeriCorps Family Engagement Specialist at Kelly Elementary. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 5 rEAm E IIP E FU E DID C E GOAL ECONOMIC OPPORTUNITIES ANALYSIS—MULTIPLE JURISDICTIONS Johnson Economics is among the most qualified consultant teams in the preparation of Economic Development Strategies and Economic Opportunities Analysis in the state. Over the last several years,Johnson Economics has completed similar assignments in dozens of jurisdictions, including experience in regional economic coordination and jurisdictions in the Portland metro area's UGB. Economic Opportunities Analysis: Astoria, Aurora, Baker City, Beaverton, Boardman, Cornelius, Deschutes County, Hermiston, Hillsboro, Forest Grove, Keizer,Klamath Falls,LaGrande, Lincoln City, Medford, Milwaukie, Molalla, Newport, North Plains, Seaside, Sisters,Tigard,Troutdale,and Union, Woodburn. Regional EOA: Central Oregon, East Multnomah County, Umatilla/Morrow Counties, Western Washington County, Wallowa County, Baker County INDUSTRIAL SITE CERTIFICATION PROGRAM—BUSINESS OREGON In 2015 Johnson Economics and Mackenzie teamed with Business Oregon to update at modernize Business Oregon's Industrial Site Certification Program. This comprehensive three-phase project combined data analysis and interviews with local/state recruiters and site selectors to determine a range of targeted relevant to the Oregon economy. The project also included a complete overhaul of the program application process, and a marketing strategy for promoting certified sites on a global scale. Key deliverable for this project included a model to inform industry specific workforce needs and development of a new Business Oregon Industrial Site Need Matrix.The previous version of this matrix, also produced by Mackenzie, is a broadly referenced by communities and other firms to address the employment site needs element of the Economic Opportunities Analysis. REGIONALINDUSTRIALSITE READINESSASSESSMENTS—MULTIPLEJURISDICTIONS Johnson Economics and Mackenzie were selected by a regional consortium of public and private funders— including Metro, the State of Oregon, Port of Portland, Portland Business Alliance, and the Oregon Chapter of NAIOP,the national commercial and industrial development association—to inventory and identify infrastructure and policy strategies for industrial land in the Portland metropolitan area. Phase I of this project produced a GIS- based site inventory that categorizes industrial sites (25 acres and greater) in the region into tiers based on their development readiness. In the initial step, land was analyzed based on our specific knowledge of target industry profiles, both from land development and economic output perspectives. We were able to conduct a detailed analysis of sites based on compatibility of the site and development characteristics and how this compatibility would serve the targeted development. From this initial step, we then developed industry-specific development plans, prepared recommendations for addressing the barriers to development readiness concept planning, identified market opportunities,and provided an assessment of the fiscal and economic benefit of development. Phase II of the project identified strategically-important industrial sites for further evaluation.This more in depth analysis of development constraints detailed actions, requirements and costs for addressing the barriers to development readiness, as well as concept planning, market opportunities and an assessment of the fiscal and economic benefit for development of such sites.This pioneering work led to the passage of statewide legislature to provide grant funding for similar analysis throughout the state. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 6 The final analysis included an interactive model that could provide adjusted development process and timelines if assumptions on funding or removal of constraints were modified.The interactive process and timeline model was a powerful evaluation tool for determining the most effective method to reduce overall development timelines and costs. This pioneering work led to the passage of statewide legislature to provide grant funding for similar analyses throughout the state. Phase I of this project is being utilized as a basis for analysis in other metro areas. Since completion,this model approach has been lauded as best practices method in the evaluation of employment land readiness and opportunities. Additional projects were commissioned by Clackamas, Washington, and Clark Counties to evaluate a total of 54 large employment sites in the region. Business Oregon's Infrastructure Finance Authority has also commissioned the team to develop a similar approach to inform the prioritization of infrastructure investments statewide. RECENT REFERENCES ��o�liiirli IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII �� rim�l�� r�� I��w�� iii IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIC'�"��iii�iii�fl�,��iii IIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIII City of Woodburn ■ EOA Renata Wakely, (503) 980-2415, ■ BLI renata.wakeley@ci.woodburn.or.us City of Sherwood ■ Revised EOA Bruce Coleman,503.635.4206, colemanb@sherwoodoregon.gov ........ ......... ......... .......... .p..... ......... ........ ......... .................. Cityof Aurora ■ EOA Joseph Schaefer, jchaefer@ci.aurora.or.us City of Molalla ■ Industry Cluster Analysis Dan Zinder,dzinder@cityofmolalla.com ■ EOA 503.759.0226 CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 7 II. SCOPE OF WORK The following scope of work is intended to update the City of Ashland's Comprehensive Plan Economic Element and meet the requirements of the Department of Land Conservation and Development's requirements for a Goal 9 Economic Opportunity Analysis.The following is a proposed scope of work,which could be refined at the outset of the project. TASK1: PROJECT MANAGEMENT/STAKEHOLDER OUTREACH 1.1 Projectteam meeting/schedule:City and Consultant team.The Consultant will prepare a revised and final project scope and schedule for review by the City and DLCD. 1.2 Form a Technical Advisory Committee (TAC): The City shall have primary responsibility for identifying potential members of the Technical Advisory Committee (TAC). The TAC will recruit members from groups outlined in the stakeholder outreach section of the request for quotes. 1.3 Community Involvement Plan:The Consultant will prepare for City and CCI review a Public Engagement Plan that identifies impacted priority populations and anticipated impacts and outcomes,establishes an evaluation framework for inclusive participation, and outlines the anticipated number and timing of meetings, public events,and other outreach activities. 1.4 Statement of Economic Objectives:With feedback from Staff and the TAC, prepare a draft Statement of Community Goals and Objectives underlying the community's Economic Opportunities Analysis (EOA) and the Economic Development Plan (EDP). 1.5 CCI Meeting: Meet with the Committee on Community Involvement (CCI) to approve draft community Involvement Plan 1.6 Coordination and Management:Schedule a standing weekly call with staff to check in and review data needs, project progress, and interim deliverables. 1.7 Finalize Community Involvement Plan Task 1 Meetings: ■ Project team Kick-off meeting ■ CCl/PC Meeting#1 ■ Regular coordination calls Task 1 DeliVerables: ■ Project schedule with key dates and deliverables ■ Draft and Final Community Involvement Plan CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 8 TASIC2: ECONOMIC TRENDS ANALYSIS 2.1: Economic-Trends Analysis: Consistent with OAR 660-009-0015, this task will evaluate national, state, local, and global economic conditions, and trends.This task focuses on the macroeconomic trends that are expected to influence the extent and form of employment land need in the jurisdiction over the planning period. The analysis will be done at the regional level and coordinated with Medford's concurrent efforts. Economic trend analysis is based on national and regional trends and forecasts, as well as city specific QCEW employment data,and existing economic development strategies and studies. Key sources of data for these steps are the Oregon Employment Department(OED), Bureau of Economic Analysis, US Census, local sources,TAC, and stakeholder outreach. The trends analysis would also include the following: ■ Assessment of the local and regional economic advantages and disadvantages ■ The effects of climate change on the local and regional economy ■ Demographic patterns, as well as commuting patterns ■ Workforce characteristic ■ Skills matching analysis ■ Wage trends, by sector, households,and economic attainment ■ Wage polarization by sector 2.2: Competitive Advantage and Target Industry Analysis: This task identifies the existing ecosystem of industry sectors in the local economy and the relative competitive advantage of different industry sectors relative to the regional, state and/or national level (i.e. location quotient). In addition, the analysis will consider any newly targeted industries identified through the process. Emerging trends and conditions within targeted industries will be identified, including: ■ Utilization of capital, energy, and labor ■ Trends in site selection criteria prioritization ■ Shifts in emerging industries ■ Impacts of regulatory environment Assess the potential impacts of these factors on growth prospects and site needs at the local level. 2.3 Employment Growth Forecasting: Consultant will forecast future growth in employment by industry sector over the planning period. Consultant may prepare alternative forecasts for discussion, including one of the"safe harbor"analysis techniques that use population growth or OED forecasts for the region, but also updated forecasts based on local trends or knowledge that become apparent during the study, but are not adequately reflected in the safe harbor forecasts.The alternative approaches and resultant findings will be discussed with the TAC and explained in project deliverables. 2.4: Draft Economic Trends Analysis Memo:The Consultant will prepare a draft memorandum presenting the findings, methods, and sources resulting from the analysis in this task. This memorandum will form the basis for future tasks, and this material will eventually be adapted into multiple chapters of the final project report.The report will include equity considerations and climate impacts. 2.S Advisory Committee Meeting#2:The TAC will review the socioeconomic trends analysis and preliminary forecasts.Additional feedback will be derived from direct and targeted stakeholder outreach. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 9 2.7: Final Economic Trends Analysis Memo:The Consultant,with review by City staff,will finalize the memo. Task 2 Meetings: • TAC Meeting#2 Task 2 Deliverables: • Draft and Final Economic Trends Analysis TASK 3: SITE SUITABILITY ANALYSIS AND LAND INVENTORY 3.1: Draft Buildable Lands Inventory(BLI): Preparation of the Buildable Land Inventory(BLI) is a largely data- driven process that builds upon existing data sources such as GIS data, permitting data, aerial photography such as Google Earth, and local knowledge and nuance added by the jurisdiction staff and others who may be more familiar with the on-the-ground circumstances around specific sites. The approach is based on current understanding of available information and may be subject to change depending on data limitations: ■ Meet with staff to discuss available data sets and formats, and key contacts for requesting data. Review with staff the proposed strategy for compiling the BLI to determine effectiveness, gain alternative ideas on approach, and reach agreement on how the BLI will be compiled. ■ Establish tax lot data as the base layer on which to identify and map buildable parcels.The current improvement level of parcels will be determined by tax code and land use fields within the GIS data. Identify vacant parcels within the UGB. ■ Map tax lot layers to land use designations to identify commercial,industrial,and other types of land. Isolate vacant parcels in the relevant employment-related zones, including mixed-use zones where applicable. ■ Identify potentially available, partially vacant or "redevelopable," parcels in the appropriate zones. State rules provide a prescribed system for identifying parcels which are underused and may redevelop or otherwise have the capacity for additional development. consultants will also engage with staff on alternative ways to identify redevelopment land, including assessing value of current improvements,or establishing strategies for infill development. ■ Compare the complete inventory of vacant and redevelopable parcels in the appropriate zones to maps of natural resources—including floodplains and wetlands—and topographical constraints. Determine which parcels feature partial or full constraints to new development based on site conditions, state requirements and the city's development code provisions. ■ Summarize and discuss preliminary results, in table and map form,with staff and other stakeholders which staff may identify,to consider the parcels identified;alter and remove from the inventory any special cases based on local knowledge and expertise(e.g., properties that are already committed to another land use such as a school,other public facility or specific land use). Reach general agreement on the inventory and its findings. ■ Convert estimates of available and potentially available land by acreage and number of parcels. Results will be tabulated by zone and appropriateness for different employer categories. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 10 ■ Prepare a brief report summarizing the results in map and table form, detailed tabulated results of employment land by zoning and capacity, and active GIS layers of the BLI. 3.2: Project Team Meeting(online) 3.3: Revised BLI:The Consultant will review and provide comments on the BLI based on feedback from the consultant team and City to produce a pre-final version for discussion with the TAC. 3.4: Advisory Committee Meeting#2:The TAC will meet to discuss the findings of Buildable Lands Inventory and provide feedback prior to finalizing the memo. 3.5 Site Suitability Analysis:The Consultant will identify the site and land needs of the target industry clusters and other major prospective employment users.Consultant will define employment-driven need not only by aggregate land needs but also more clearly defined industry and real estate product needs. This additional analysis clarifies what is needed in terms of sites with definable criteria such as location, visibility, scale,access, and configuration. • Evaluate the adequacy of existing, available lands for targeted industry clusters and additional adjacent industrial clusters. • Identify the types of sites for each of the targeted industry clusters using typical requirements for utilities and infrastructure and odjocentsupplierond amenities that typically support those industries. The product would evaluate both the short-and long-term ability of the local land supply and developed inventory to accommodate anticipated growth. 3.6: Forecast Employment Land&Site Need: The estimates of future job growth, key industries,and industry land preferences from the prior analytical steps will be used to generate estimates of need for new commercial or industrial real estate needs based on industry standards of space utilization amongst a variety of sectors and building types. The need for new space for employees is then converted to estimated land need based on standards of floor-area-ratio and net acreage by land use category. The estimate of employment land required over the planning period will be tabulated by employer category,size and number of parcels, and appropriate zoning. 3.7: Reconciliation of Need and Supply: The findings of the BLI are compared to the forecast of employment land need to determine if there is a surplus or deficiency of land in any or all of the major commercial and industrial land categories. The reconciliation of the BLI with land need results in an estimate of potential need for additional land (if any) by category. Results are presented in the EOA report, along with discussion of the potential policy implications. 3.8: Site Suitability Analysis Memo: The Consultant will prepare a draft memorandum presenting the findings, methods, and sources resulting from the analysis in this task.This memorandum will form the basis for implementation policies and actions, and this material will be adapted into the final project report. Additional work will be done to identify areas of vulnerable populations at risk of potential displacement. Task 3 Meetings: TAC Meeting#3 CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 11 Task 3 Deliverables: • Presentation materials regarding BLI inventory and employment site needs • Site Suitability Analysis Memo • Land Need and Supply Assessment Memo TASK 4: FINAL EOA DOCUMENTS 4.1: Prepare Draft EOA Report and Presentation Materials: The Consultant will prepare a report consolidating the analysis for review and comment by staff. 4.2 Staff Meeting to Review Comments 4.3: Advisory Committee Meeting#3:The TAC will meet to discuss the findings of the Economic Opportunities Analysis and provide feedback to revise and finalize these deliverables. 4.4: Planning Commission Study Session:The consultant team will facilitate a study session with the Planning Commission, presenting preliminary findings and soliciting input and recommendations. 4.6: City Council Study Session: The consultant team will facilitate a study session with the City Council, presenting preliminary findings and soliciting input and recommendations. 4.6: Prepare Final EOA Report and Presentation Materials: The Consultant will prepare a final report and materials. Task 4 Deliverables: • Draft and Final EOA Report • Draft and Final Presentation Materials • Final draft of the Economic Opportunities Analysis and the Comprehensive Plan Economic Element, ready for public review and adoption. TASK 5: ADOPTION AND PUBLIC PROCESS S.1: Provide Final Changes and Written Comments S.2 Present Findings: The consultant team will be present for required public meetings to answer technical questions pertaining to the EOA.This would include one Planning Commission hearing as well as two City Council hearings. CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 12 III. COST AND SCHEDULE The following table summarizes a preliminary budget estimate based on the preceding scope by task and individual.The not-to-exceed cost would be$79,714 for this project as scoped.The cost for additional meetings would be charged at our standard billing rates. Task Items QMeetings and public events shown in blue) Johnson Buckley Browne savage Associate )Wu"WMlfi:ton defivelr Rbtes 5IIG min in bl con) $245 $160 $90 $250 $137 Hours Cost PROJECTTASK 1:SCHEDULE AND 1.1 Project Team Meeting/Project Schedule 1 4 1 6 $1,135 1.2 Form Technical Advisory Committee(TAC) 1 1 2 $495 1.3 Draft Community Involvement Plan 1 4 2 7 $1,385 1.4 511 dljl Sl mlcnrelnt oil C omirwilil l5 mind Econ.Dov.01alectives 4 4 $640 1.5 CCI Meeting(CCl/PC Meeting#1) 2 2 4 $810 1.6 Interview Stakeholders/Coordination and Management 4 8 4 16 $3,260 1.7 Flnalllec C omirwilil ly fiivollvelrrrclnl&kin 2 1 1 2 $320 TOTALS: 9 24 0 8 0 41 $8,045 TASK 2:ECONOMIC TRENDS ANALYSIS 2.1 Demographic and Market Trends 6 8 76 1 91 $9,840 2.2 Competitive Advantage&Target Industries 1 6 16 1 24 $2,895 2.3 Employment Growth Forecasting 4 8 1 13 $2,510 Meeting with Staff 2 2 4 $810 2.4 511 dljl Fcolnonr c"N'I clnds Analysis Morrm 16 1 17 $2,810 2.5 TAC Meeting#1 10 2 12 $2,950 2.6 Finall 511 pIl Economic N I cinch Analysis Morrm 8 1 8 $1,280 TOTALS: 23 48 92 5 0 169 $23,095 3.1 54 ,1'L Build dale B.mnd s fiiven't'ca V(BU8 2 12 48 62 $9,896 3.2 Meetingwith Staff 2 2 2 6 $1,264 3.3 pcviisod BU 1 4 8 13 $2,341 3A TAC Meeting#2 2 4 6 $1,490 3.5 Site Suitability Analysis 2 4 6 12 $2,630 3.6 Forecasted Site Need 6 4 10 $2,110 3.7 Reconcilation of Need and Supply 4 1 5 $777 3.8 51 tc Sul. tlalll ty A'In tlysls Memo i 6 8 1 16 1 30 $6,750 TOTALS:1 19 22 0 44 59 144 $27,258 TASK 4:ECA DOCUMENTS 4.1 Pi oll c 511 pI t FOA I clnoi l,,mind Inl c.,clnl,mtloil in mlcl Imal.ls 2 8 2 8 20 $3,366 4.2 Online Meeting with Staff 2 2 4 $990 4.3 TAC Meeting#3 4 2 6 $1,480 4A Planning Commission Study Session(PC Meeting#2) 4 4 8 $1,980 4.5 City Council Study Session(CC Meeting#1) 4 4 $980 4.6 Pi oll c Flln pl Fr,';b4,`I clnoi l,,mind Inl c.,clnl ptilon in mlcl I"al'.ls 4 4 $640 4.7 Planning Commission Update(PC 1 2 2 4 $990 4.8 City Council Update(CC Meeting#2) 1 2 1 2 1 4 $990 TOTALS:1 20 12 0 14 8 54 $11,416 TASK 5:ADOPTION AND PUBLIC PROCESS 5.1 Filial C 11 dn,re II,GWCI Illrrin CcarT inclnB 6 4 10 $2,470 5.2 Planning Commission Hearing(PC Meeting#4) 6 2 8 $1,970 5.3 City Council Hearings(CC Meetings#3&4) 8 6 14 $3,460 TOTALS: 20 0 0 12 0 10 $7,900 Total Hours 91 106 92 84 67 440 Total Labor Costs $22,295 $16,960 $8,280 $21,000 $9,179 $77,714 Direct Expenses(travel,materials,3rd party data) $2,000 TOTAL PROJECT COST $79,714 The scope of work can be completed within six months from project initiation. Our expectation is that the project would be initiated by the end of May and completed by the second week of December 2024.To meet that timeline, CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 13 we will need to get timely access to all available data as well as the QCEW(covered employment data)from the State of Oregon as well as timely feedback from the CCI.The final involvement plan may necessitate adjustments to the schedule. Tasks 2 and 3 would be completed concurrently, with the initial TAC meetings scheduled out roughly one month from project initiation. IV. LINKS TO PUBLISHED DOCUMENTS AND COLLABORATION Johnson Economics works extensively with a range of other consultants. The following is a partial list of work, including collaborations. The examples are recently completed EOAs, and the firms used were primarily responsible for preparation of the BLI and site suitability, as well as code changes. p�ipmu i�djlllU�l� �� u�m�y�IVIIIIIIIIV'jp�ulul IIIIUIIIIUIP�IN�NGwVgf� �� p��uUlu,}IuNN NN�nn pima N p City of Woodburn EOA MIG City of Cornelius EOA 3J City of Klamath Falls EOA Mackenzie City of Tigard EOA Mackenzie City of Sisters EOA MIG City of Hillsboro EOA Mackenzie The following link will allow access to a set of previously completed EOAs. https://www.dropbox.com/t/IY2NNJmZGmsrwtlo CITY OF ASHLAND I ECONOMIC OPPORTUNITIES ANALYSIS PAGE 14 C, v , OF �� .�SH0 A N D EXHIBIT B PROPOSAL FORM Proposals should be prepared and organized in a clear and concise manner and must include all information required bv this RFP. Headers,Titles or Tabs should be used 10 identify required information. Responses to the Evaluation Criteria found in Section 4 shall be organized in the same order listed in that Section, preferably by re- statingthe criteria and then responding below the restated criteria. REQUIRED RESPONSE DOCUMENTS THE FOLLOWING INFORMATION MUST 8E RETURNED WITH YOUR RESPONSE: (Place a check in front of the item indicating inclusion in your response) RESPONSE TO ALL EVALUATION CRITERIA listed in Section 4 NB- Proposa| Fornn Tindependent Contractor Certification MWESQ INFORMATION The City encourages contracting with minority owned,woman owned,and emerging small business(MVVES8). The State of Oregon offers a certification process. Indicate below if your business isa MVVES8 and if so,which categories have been state certified. MVVESBcedLified7 Yes XNo___. |f yes, indicate which categories below: Minor|tyOvvned__ Woman Owned— Emerging Snna|| Qusinesse_�, Veteran Owned— ACKNOWLEDGMENTDOCUMENTS: Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 1.2,3'4.5,6,7\ 8,9, 10 Check|f not applicable oxifmm addenda were received: �� Provide name(s),title(s),and certification number(s)for each Key Person listed under Section 6.3(b). Attach additional sheet ifnecessary) Name: Title: Certification No:________ Name: Title: Certification No: Name: Title: Certification No:________ Name: —Title: Certification No: Name: Title: Certification No:________ Name: Title: Certification No:________ 13 1 Page C IT v Of PROPOSER INFORMATION: Proposer Company Name Company Address(from which work will be performed) Telephone Number tFx Number FEDERAL ID NUMBER Printed Name of Person Signing RFP: Title: Signature: _ — Email Address: to i eloi d�rr,S ��un�m iG5 , r-s�✓Y7 141 Page CITY or ASHLAND EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under penalty of perjury, certifies that(a)the number shown on the attached W-9 form is its correct taxpayer ID(or is waiting for the number to be issued to it and (b)Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service(IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or(iii)the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work,(b)the Agreement,when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms,(c)the work under the Agreement shall be performed in accordance with the highest professional standards,and (d)Consultant is qualified, professionally competent,and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon,and Consultant has checked four or more of the following criteria that apply to its business. ~ (1) Consultant carries out the work or services at a location separate from a private residence or is in a, specific portion of a private residence, set aside as the location of the business. (2)Commercial advertising or business cards or a trade association membership are purchased for the business. (3)Telephone listing is used for the business separate from the personal residence listing. (4) Labor or services are performed only pursuant to written contracts. ✓ (5) Labor or services are performed for two or more different persons within a period of one year. (6)Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds,warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. - ? Co r s'6,ifant's, ' nature Date 151Pa g COMPETINOMICS Aor128. 2024 Veronica Allen City nfAshland Planning Department 20 East Main Street Ashland, Oregon 075O3 Re: City nf Ashland 2O24 Economic Opportunity Analysis Update Dear Ms. Allen, CnmpedinnmioaLLCia pleased tn submit the enclosed proposal in response tn the City nfAshland request for proposals pertaining to an Economic Opportunities Analysis. COMPREHENSIVE EXPERIENCE AND LOCAL FAMILIARITY Our team members share a deep understanding of community, economic and real estate development theory and practice. VVe leverage our public and private experience tn provide new perspectives and integrate proven community and economic development strategies and practices drawn from across the country. With team members located throughout Oregon, we have a firm grasp on the state and regional socio-economic and political trends that could impact local economic development plans. MEANINGFUL IMPLEMENTATION We pride ourselves in maintaining strong technical skills, aligned with a common passion for economic development, land use planning and real estate development grounded in meaningful implementation strategies. We are committed to comprehensive team and stakeholder collaboration to ensure all perspectives and insights are applied holistically tnthis project to identify economic development priorities. Our team is committed to assisting the City of Ashland in assessing economic development priorities and aspirations alongside ocareful consideration of practical |noo| riaka, such as wildfires and affordability. Further, our team understands the value to a community in widespread and shared economic opportunities. Our priority will be to use this assessment of economic activity in Ashland to pinpoint strategies tn support shared opportunities over the next twenty years. For project nnono0ennent. | will be deferring tn my colleague Lloyd Purdy. However, | onn authorized to sign any contract that may naau|t from this process and onn o|m/oya available for questions. The attached proposal is valid for ninety (90) days. We look forward to hearing from you. AvreonnCn|nmbn CnmpedinnmioaLLC. Sole Member 503.081.5015 SANDERSONift STEW ART iY-4 COMPETINOMICS, u sondefson bellecci(.ompory Response to RFP: 2024 Economic Opportunity Analysis Update Ashland EOA RFP 2024 City of Ashland COMPETINOMics LLC PRINCIPAL ADDRESS: 8998 SW LEAHY RD STE 1637 PORTLAND OREGON 97225 MANAGED FROM. BEND OR SANDERSON STEWART MANAGED FROM: ASHLAND OR Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update TABLE OF CONTENTS Firm Introduction &Qualifications........................................................................................................3 KeyTeam Members................................................................................................................................2 Experience & References.......................................................................................................................2 Project Understanding And Approach..................................................................................................4 EstimatedSchedule................................................................................................................................1 ProposedCost........................................................................................................................................8 Resumes..................................................................................................................................................9 Attachments..........................................................................................................................................13 ~- -- CompetinomioaLLCI Response ho Ashland EOARFP2U24 2 � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update ~ -�� SANDERSONtO STEWART ',bw� a qurdemon bellwcwmnrnpan At [OMPET|NOM|CSLUCvve work with private and Since its beginning ino garage in1080. the public sector clients across the Pacific Northwest Sanderson Stewart team has followed one core tn identify competitive strategies and policy purpose Plan and Design Enduring positions tnsupport economic growth. Our work Communities. This guiding principle has led the empowers leaders with information that aligns company tn become onaward-winning long-run 0no|a and realistic short-term decisions. community design firm working from 0 offices Team specialties include market research and across Oregon, Montana, Colorado, Nevada, and analysis, economic development and real estate Northern California. Our 105+ design development strategies, economic impact professionals provide comprehensive services analyses, economic forecasting and general including community planning, site design, economic research and reporting. VVeprovide landscape architecture; nnu|tinnndo| exceptional data-driven analysis coupled with transportation; civil engineering; surveying &G|8 honest. VVe are passionate about collaborating mapping; and community outreach. VVe seek tn with our clients tn deliver actionable steps tn build and improve the communities and facilities 0rnm/ on economy that serves the entire in which we live, m/nrk. |eorn, and play. Our community. interdisciplinary approach offers ofull array of The Cnnnpedinnnnioa team has over twenty years technical expertise tn help communities make nf experience in economic development and real informed decisions. VVe comprehensively identify estate development. The team nfexperts issues and solutions, rather than passing plans assembled for this pr �otino|ud� �onnnnniata. and repn�aoff frnnnone discipline tn the next. ' {�n||obn�dinnfrnmth� b�0innin0prnduo�a prootitinnera, strategists and advisors with expertise in analyzing projects and markets to projects more efficiently and toi|nnad for you. identify^ Aaexpe�ain (�|8 nnoppin0and onnnnnunity po�nerahipathotvvi|| drivetheauooeaanfo ' design, Sanderson Steward project. ' / ' Cnmpedinnmioa team tn support the City'a communities across the PNVVtn develop and evaluation nf land aupp|y zoning districts and innp|ennent |noo||yre|evont |onduaeondeonnnnnio ' land use tnanda Additinno||y, m/ithstaff located in development strategies. ' Ashland, Sanderson Stewart ia able tnprovide local knowledge and increased responsiveness tn project needs. � ~- -- CompetinomioaLLCI Response to Ashland EOARFP2U24 3 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update CnmpetinnmioaLUC has ourotedo project teom nnn-prnfita. building o deep and extensive experienced in creating Economic Opportunities network nf relationships with elected officials, Analyses (EDA) and implementing land use funding entities and the business community. policies oornaa Oregon. John's efforts are strongly aligned with Oregon's 0rnm�hobjectivesond individual cities' Lloyd Purdy ��PA/��LA ��Oi�rPr��t " / aspirations related tn economic growth, higher Manager, CoOlpetiOoOlics density mixed use centers characterized by Balancing the needs nf municipal, nonprofit, and pedestrian vitality and nnu|tinnndo| private enterprise for community building and auPpnrtiveneaa. economic development requires skill in gathering AvreaOO Colombo, Economist,odiveraeron0enfatokehn|deratnthetob|e' ' CoODpetiOoODics enlisting their commitment, and orchestrating o comprehensive strategy for success. This Axreonn Colombo has more than o decade nf requires on aptitude for communication, experience developing strategy, conducting relationship building, and strategy analyses and problem solving for businesses, real implementation. estate developers and governments. With Recently retired from public service after more specific expertise in analyzing and than 2O years nf public and nonprofit leadership, recommending markets and opportunities, Avr�onn readily pinpoints innovative solutions L|nydhoaua�dth�a�aki||atnor�ot�ondnnono0� ' ' complex business problems. 'A a ability to �onnnnniod�v�|npnn�ntprn0nsnnaotth� |noo| ond vnaonn aynth�ai�� odoto-driv�nopprnoohm/ithoo|i�nt'a regional level. This eonnnnniodeve|npnnentpolicy local knnm/|ed0euncovers nppn�unitieaand and prn0nsnnm/nrkino|ud� runs| downtown development, Enterprise Zone creation, revolving often identifies new angles and creative loan funds, business incubators, economic resolutions. She iaostrong relationship builder mobility programs, equitable economic and cross-functional collaborator who excels in development and business support programs. ' cultivating partnerships. Axreonn acts oavital liaison between teohnioo|/doto-fnouaedpeople Lloyd has recent Economic Opportunity Analysis and non-technical stakeholders often translating experience serving on the City of 8henwnnd'a complex technical information into simple, EOA committee, City nfEat000do'aE(]C compelling messaging that iaboth committee, the City nf Tualatin EOAcommittee, understandable and actionable. Axreonniathe and co-management nf the City nfTi0ord'aEOA Principal nfCnnnpedinnnnioaLLC. and resulting land use policy implementation L�Ur�O ��t�rt�O /\�(�P aOdersoO ��tewart adopted by Tigard (�ity (�nunoi| in April 2O24. Aa " " �� the most recent EOAodnptinn in the State nf Lauren lives in Ashland, Oregon working as Oregon, Lloyd's perspective and experience iaon remote staff for Sanderson Stewart. She iaon asset tn this team. experienced and well-connected community John Southgate, Senior Economic planner with 3O years nf experience in real estate deve|npnnentand onnnnnunitydesign, in both the Development �� Urban Redevelopment public and private sectors. Her work focuses on Advisor, CoOlpetiOoOlics connecting the strategies and planning tools John Southgate has four decades nfexperience needed tn address the unique conditions nfsmall in planning and development in the Portland and rural communities. She has odiverse region, the State nf Oregon, and nationally; with o background in urban planning and design with strong focus nn building economies, and creating experience in master planning, site analysis, strong urban centers (many incorporating o downtown plans, and design review. She prominent affordable housing component). John combines on understanding of the planning has worked with nnunioipo|itiea, private process and o commitment to helping clients developers, institutions nf higher education, and discover and implement innovative ideas tn � ~- -- CompetinomioaLLCI Response to Ashland EOARFP2U24 2 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update create unique communities. She has worked with John Halverson, Community Planner, Sanderson cities confronted with oho||en0ea similar tnthe Stewart circumstances nf Ashland including the Cities nf Aa both o community planner and urban Bozeman and Bi||in0a ��nntono and' ' deai0ner, John brings o unique perspective tn of Yellowstone and (�o||otin ��nntono� Lauren ' ' community design. His vvnrkincludes land holds o Master of Urban and Regional Planning � planning, site ono|yaia and developmentfrnnnPn�|ond8toteUniveraityondoBoohe|nrnf feasibility as o planner in nurfirnn'a P|ooennokin0 Arta Urban frnnnRhnd�a (�n||�0� She' ' � Studio. His ability tn quickly assess o site for o member nf the American Institute nfCertified development potential enables communities and Planners k4|(�Pi and ` ' clients to leverage information to develop plans Association k4PA\ ` �� `. that reflect the marketplace. He holds o Bachelor Supporting & Contributing Staff of Arts in Environmental Design from Montana State Univeraity, as well as two ��oaternfScience Lydia !v�novic' Research Analyst, degrees-one in Community and Regional (�ornpe�inornics Planning, and the other in Urban Design -from Lydia has five years nf experience conducting the University nf Texas otAustin. research and analysis related tneconomic development topics and activities. She excels at in-depth data analysis in demographic and economic trends, industry research, employment clusters and economic impact. She ia skilled ot conducting stakeholder interviews and ia able tn effectively synthesize quantitative and qualitative analysis tnsupport economic development forecasting and strategies. The development of an EOA will require a consulting team that can design a process that is data-driven, stakeholder-informed, responsive to local needs and grounded in market realities. As advisers for a diverse group of communities and civic players across the country, this team has demonstrated an unmatched ability to: ' Define a research and engagement process that identifies a community's competitive advantages and economic challenges; ' Develop innovative land use policy and zoning recommendations grounded in market realities; and ' Develop and onnnnnunioote o strategy that is bold and future-forward with clear action itenna, defined rn|ea, and reanuroea, designed for successful implementation. The following projects hovereoeivedonnnporob|eaervioeafrnnntheproject team. Eggp2p2iLDp2gqqpAjgLs Analysis & Land Use Policy | Tigard OR 12024 Before retiring as the City of Tigard's Economic Development Manager, Lloyd Purdy co-led this three-year project with a land use planning colleague. It included extensive community engagement, market research and policy coordination. The completion of the EOA resulting in land use policy that promotes job growth, � ~- -- Competinomioa LLC I Response toAshland EOA RFP 2024 2 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update economic opportunities, and environmental sustainability adopted by Council in April 2024 through an updated Comprehensive Plan and new zoning for the oity'a employment lands. REFERENCE: Hope Pollard, Associate Planner, City of Tigard 503718.2435 West Billinas Neighborhood Plan U.pd | Billings IVIT | 2024 Since the 2OO1 Plan, the population of the area has more than doubled, to over 16,000. Neighborhoods have been built, regional commercial areas established, and substantial infrastructure completed during that time. Led by Lauren Waterton, the 2024 Plan seeks to update the vision for the next 20 years of activities within the Billings West area, while implementing the new requirements of the Montana Land Use Plan Act. This project iaourrent|yundenwoyvvithourrentootivitieaino|udin0: ^ Identify land inventory for additional housing and employment development needed to support future population estimates ^ Identify infrastructure improvements to coordinate with growth and new development. ^ Create a vision for the continued development of West Billings by coupling a vision for land use with the transportation system. . REFERENCE: Monica Plecker, Deputy Director, Yellowstone County Public Works Department (Formerly: City of Billings Planning Manager)' ' 406'657.8246 Revitalization & Diversification Strategy | Dundee OR 12024 John Southgate is leading oteonn of city leaders in p|onnin0, orohiteoture, tourism and viniculture to create o dnm/ntnm/n revitalization plan for o smaller city which has emerged as the epicenter of Oregon's nationally prominent wine industry. The Dundee Plan, due for completion in early June 2O24. will call for o set nf infrastructure investments (above all, the conversion of Highway 99W into a multi-modal, walkable, and ootiveatnaedaoopa) along with related policy initiatives(including zoning code modifications, and strategic deployment of the City's urban renewal dollars), all for the purpose of making Dundee a more walkable and active City with o strong sense nfplace. REFERENCE: Bruce Starr, Chair of the Dundee Tourism Committee and City Council Member, Bruce.starr@d ' (503) 538-3Q22 | NW Oregon 12022 - 2023 Ayreann Colombo lead the development of the CEDS for the NW Oregon region. The strategy is based on a data-driven analysis of employment and demographics to determine regional competitive strengths and opportunities. This federally mandated planning document defines regional economic trends and guides regional economic development policy. The project ino|udedreaeorohinonnnnnunityoaaetaondoho||en0ea. infrastructure, entrepreneurship and workforce. REFERENCE: Sarah Lu Heath, Deputy Director, Columbia Pacific Economic Development District, . Q71.328.2877 Economic Development Strategic Report | Clackamas County 12022 Working for the County's Executive Leadership, John Southgate was the architect of a report which serves as the blue print for a strategic re-alignment of Clackamas County's economic development program. John's report was based on stakeholder interviews with senior agency staff at the County and in partner jurisdictions, business |eodera, and elected nffioio|a. The final report set forth o set nfrecommendations � ~- -- Competinomioa LLC I Response toAshland EOA RFP 2024 2 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update that noU for strategic deployment of reanuroea, stronger inter-departmental coordination with the Cnunty, and bringing the Cnunty'a staff and financial resources to bear on individual cities' priorities. REFERENCE: Gary Schmidt, County Administrator, Clackamas County, ' (503) S55-8581 Economic Opportunities Analysis | The [)alles (}R | 2019 Alongside Bridge Economic Development, Ayreann Colombo led the research and analysis of demographic and economic trends informing the Economic Opportunity Analysis and Strategy for the City of The Dalles. The analysis included a 20-year forecast for population and employment growth. The work was then compared with available land supply to determine what types of employment sites were needed to support projected emp|oymentgrowth. Thepr jeotino|udedengogementvvithovvide range of stakeholders to inform the values and vision of the community. m Main Dev | Hillsboro (}R | 2014 John Southgate led the City of Hillsboro in successful efforts to form a public-private partnership to redevelop onne+ acre former brnwnfie|d parcel in Downtown Hillsboro as o new mixed-use project. Key tasks included meeting with developers to spur their interest in the opportunity; issued a development offering, managing the developer selection process and negotiation of terms; adopting new downtown development standards more conducive to a downtown setting; negotiating the public financial participation in the deal including the City'a first use of oVertioo| Housing Development tax abatement program, as well as Urban Renewal-funded assistance with SDCs and pre-development costs; and managing environmental contamination issues including securing State clean-up funding related to a former use nn the site. Project was completed in 2013 and features three floors of housing over ground floor retail. ~- -- CompetinomioaLLCI Response to Ashland EOARFP2U24 3 � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update We recognize that the City of Ashland is seeking TASK | — SCHEDULE & PROJECT tn update its understanding nf the local, regional and larger trends impacting employment (and MANAGEMENT private enterprise) now and over the next twenty Cnnnpedinnnnioa Senior Project Mono0er. L|nyd years. Future employment growth will need to be Purdy will oversee scheduling and project aligned with available land supply, zoning, and management. Mr. Pundy'a extensive career incity considered within the framework nf priorities the and regional economic development, oa well oa community has identified such oadiversifying participating in more than one eonnnnnio economic assets and opportunities, reorienting opportunity analysis process, has given him o opportunities around the mitigation nfclimate depth nf experience in understanding the risks and improving affordability. In addition, the implications nfGoal 0 analysis for o jurisdiction City has potential redevelopment projects thot along with the land use policies and economic may open opportunities for growth in new types development practices that are most effective in of small manufacturing firms. achieving ooity'a 0no|a. Further, his 2Oyears of experience nnono0in0onnnnnunitydeve|npnnent Th� notinno|. atot� ondr�0inno| �onnnnny prn0nanna ond p �ota vvi|| a�rv�thia pr jeot in hi0h|i0htath� innpn�ono�nfd�v�|npin0on projects `' r�ap�otin0th� n��dfnrupfrnntonnnnnuniootinn eonnnnnionppn�unitieaanalysis focused not only ' timely deliverables with onnp|etinnefor client nn0rnm�h. buto|annnr�ai|i�no�� Eonnnmio f��dbookonddinaotinntnovnidunn�o�aaory diversity iaoninnpn�ontonnnpnnentnfresilience. Policy recommendations from onEOA can help public confusion. define what that means tn the City nfAshland. Our team will schedule on initial kick off meeting m/ithth� (�ity'ap C>urapproach tn this type nfeconomic rjeotleads tn discuss data `' ovv Committee on deve|npnnentgoal ae�in0 includes gaining input voi|ob|efor initial review, the and commitment from diverse stakeholders tn Community Involvement K�(�|>`- '' project identify stakeholders and onnnnnunityvalues and guiding vahonadprinriti�afnr�onnnnnio development. principles that will define the nutonnnea During this toak th� onnau|tin0t�onnvvi||�� VV�or� �quo||ypoaainnot�obnutd�v�|npin0 ' implementation plans that are grounded in ' Evaluate project nbieotiveaondqueatinna experience with actual economic development for consideration in the local and regional practice ot local and regional levels. VVesupport economic opportunity analysis. These our clients with tangible, achievable action items considerations will include those already that put them nno solid path towards identified by the City and will identify others implementation. that are likely to impact future growth nn�nt (]urm/nrkm/i|| be tailored tn the unique needs nf and/or deve|np . the City nf Ashland and m/e will take odata-driven ' Coordinate with City, CC| and Stakeholders and asset-based approach tn the plan, that also tn determine o tentative schedule nfevents considers larger economic trends and regional and deadlines for the project. competitive advantage. ' Coordinate with City staff to schedule on in- person community event tnmeet stakeholders and learn about assets, needs and challenges in the City nf Ashland and the region. ^ Draft oCommunity Involvement P|on, ensuring that the inclusion nfdiverse perspectives is considered ot the forefront. � ~- -- CompetinomioaLLCI Response to Ashland EOARFP2U24 4 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update Within two weeks nf the initial kick-off meeting, TASK 2 — MEDFORn/ASHLANDJOINT our team will provide o summary nf major toaka 'with o list nf deliverables and deadlines for each ANALYSIS OF TRENDS task. During this task, we will onnnp|ede on ono|yaia of d�nnn0rophioond �onnnnniotnandathotor�nrm/i|| Within four weeks of the initial kick-off meeting, our team will provide o draft Community be influential within the regional Medford and Involvement Plan. Aah|ondM8A �8p�oio| � entinnwill be given tn educational |eve|a, workforce skills and training Ongoing throughout the project, the Project prn0nsnna and wage trends. Regional data will be Manager will be coordinating and communicating compared tn national and state data tn progress with City staff, the CC| and other understand scale and magnitude nffactors stakeholder groups. impacting opportunities within the region. Eonnnnniodeve|npnnentassets and eonnnnnio Toak1aedath�fnundotinnnftruatond deve|npnnentconditions m/i|| be identified and und��ondin0bedm/��nth� onnau|tontt�onn. staff, and the stakeholders. VVe are committed tn analyzed within the context nf understanding the exceptional and transparent communication tn area's strengths and weaknesses. Our analysis ensure the project will also consider existing and emerging ��ot direction and expectations are clear from the outset. nn� p|nynnento|uateraoa well as reflect nnthreats due tn climate change. Our deliverable will Consultant Deliverables (our team accepts RFp summarize our findings from research and deliverables for this task, with detail provided ono|yaia as well as offer policy and practical above): strategies tn fortify equitable foundations and 1.1 Summary of major tasks and project opportunities and promote economic i ifiootnn schedule with key dates and deliverables diversification. noted. In addition to analyzing public data for this task, 1.2 Create a tentative schedule ofevents. «ve will request that Medford/Ashland obtain E82O2 confidential employment data for Jackson 1.3 Coordination and meeting dates for project County fromthe Oregon Employmentmanagementteam� Department. Our team has worked with 1.4 Draft a Community Involvement Plan with confidential employment data in the past and are consideration of diversity equity and adept at working within the confines that limit the inclusion, for review by the Committee on use nf this type of data. Community Involvement (CC|). Consultant Deliverables (our team accepts RFP 1.5 Finalize Community Involvement Plan after deliverables for this task, with detail provided meeting with CC|. above): Tirnefnarne: On Going 2.1 Collect data, research trends, and draft the report both cities. rep Lead Team Members: Lloyd Purdy &John analysis . Southgate 2.2 Finalize and submit report. In addition tnCity Deliverables listed in the RFp Tirnefrorne: Eight weeks for Task 1. Cnmpedinnmioa anticipates that city Lead Team Members: Lloyd Purdy &Avreonn staff m/i|| provide services such oaarranging Colombo ' meeting |nootinna, extending meeting invitations to stakeholders, and providing meeting fn||nm/-up coordination. VVe also anticipate that when staff responds tn draft materials provided bythe consultant team, it will be with one set nfnon- conflicting onnnnnenta. � ~- -- Competinomioa LLC I Response toAshland EOA RFP 2024 2 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update TASK 3 —ASHLAND ECONOMIC TASK 4 — INDUSTRIAL, EMPLOYMENT & OPPORTUNITY ANALYSIS INCLUDING COMMERCIAL BUILDABLE LAND EQUITY CONSIDERATIONS & CLIMATE INVENTORY /B| |\ CHANGE Based nn employment growth forecasts inTask 3 our teonnm/i|| dedemnineanticipated land need Uain0th�fnundotinno| r�a�orohondono|yaianf ' by |ondua�oot�0nrydurin0th� n�xttm/�nty Toak2. we will center our findings for the City of �ora Ashland. In consideration nf priorities identified years. by the community such oa diversifying economic Secondly, upon receiving G|8 data and in-house assets and opportunities, reorienting BL| analysis from City staff, Sanderson Stewart opportunities to mitigate climate risks and will prepare on ono|yaia of existing lands within identifying policies that can improve affnrdobi|ity, the City nf Ashland that can accommodate the our team will provide o trends analysis and forecasted employment demand and correlated assessment nf economic assets and size nf sites. This work will incorporate DLCD'a opportunities over the next twenty years. guidelines for site suitability and constraints. This m/nrkm/i|| beou0nnentedby the teonn'aextensive Animpn�ontonmpnn�ntnfthiatoakvvi|| b� book0rnundm/nrkin0m/ithonnnnn�roio| ond stakeholder interviem/am/hioh m/em/i|| use tn industrial developers, which provides them with0rnundtruthondaupp|�nn�ntnurquontitotiv� ' important inai0htanfond� r�quir�nn�ntathotnnoy analysis nf trends. (]urstakeholder interviem/am/i|| pr�o|ud� r�d�v�|npnn�ntondthna�thotdnnot be guided by the (�nnnnnunity |nvn|vennentPlan r�a�ntoborri�r and m/i|| depend nn direction frnnn (�itystaff and p . theCC|. Next, our team will compare land need and land Our deliverable will summarize findings from inventory with areas of vulnerable populations to |oo�nn�ntot�ntio| diap trends analysis and stakeholder interviem/am/ith assess risks nf p . special consideration of ongoing redevelopment Presentation materials will be provided tnstaff opportunities, such oa the Crnmon Mill property. and stakeholder groups two weeks prior tnpublic Based nn findings, our analysis will forecast study sessions. anticipated employment growth for the next If requested, consulting teonnm/i|| be available tn twenty years. ' present nr answer questions regarding the BL| We will analyze publicly available data as well as materials from the Planning Cnnnnniaainn and City confidential employment data from the Oregon Council. Employment Department. This ono|yaia will meet Consultant Deliverables (our team accepts RFP DLCD requirements for analysis nfcurrent ` deliverables for this taok with detail provided nn� p|nynnentand deve|npnnenttrends coupled ` abnve)� m/iththe EonnnnnioDeve|npnnent (]bieotivea '� established in the prior task. 4.1 Review and analyze BL| data provided byCity in (�|8furma1� Consultant [)e|iverab|eo (nurtearnaccepts RFP (o ur deliverables for this task, with detail provided 4.2Oetermine |andneedfurcommercia|' above): employment, and industrial lands. 4.3 Identify areas of vulnerable populations, and 31Co||ectda1a research and � ' ' at risk ofpotential displacement. analysis report for review and comments. 4.4 Provide presentation materials regarding 3.2 Interview stakeholders and provide written analysis ofBL| inventory ofemployment, summary of findings. commercial and industrial, lands the Planning 3.3 Finalize and submit report. Commission and City Council. Ten weeks Timefrome: Eight totvve|vevveekS Timefrome� Lead Team Members:� Lauren VVo±e�on & Lloyd Lead Team Members: Lloyd Purdy, John Southgate &AvreonnColombo Purdy � ~- -- Competinomioa LLC I Response toAshland EOA RFP 2024 3 - ` � � Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update |n addition tn City Deliverables listed in the RFP Summary and presentations that identify and for Task 4. Cnnnpedinnnnioa anticipates that city describe the findings and recommendations. staff will coordinate with the consulting team oa Consulting team will present in person tnupdate needed ino|orifvin0 (�|8dotoondth� in-hnua� ^ the Planning Commission and City Council. BL| analysis. Consultant Deliverables (our team accepts RFP TASK 5 — DRAFT E[lA F)ocUK4ENT deliverables for this task, with detail provided The consultant team will compile o draft report above): including findings from Task 3 and Task 4along S.1 Complete the final E{)Areport. with o reconciliation nf employment and employment land needs with current assets and S.2 Create presentation materials&present topC land supply. Consideration will be included oatn and CCmeetings. how employment might be accommodated with S.3 Update Planning Commission-Study Session more dense development, rather than through on (PC Meeting #3). expansion nf the UGB. if results indicate o S4 Update QtyCouncil-Study Session (CC constraint nfennp|nynnent land supply. Lastly, we � Meeting #2) will craft specific land use policy and economic � development practice recommendations meant Tirnefnarne: Four weeks to fortify opportunities^ Lead Team Members:� Lloyd Purdy John and promote eonnnnnio diversification. ' Southgate, Avreonn Colombo & Lauren Presentation materials will be provided tnstaff Waterton and stakeholder groups for review two weeks prior to public study amaainna. TASK 7 — EOA ADOPTION & PUBLIC Consulting team will present in person tnupdate PROCESS and receive comments from the Planning Consulting team will modify all materials and Commission and City Council. products tn final and submit tnCity. Consultant Deliverables (our team accepts RFp Consulting team will submit written comment deliverables for this task with addition of 5.0: relating to findings for the E{}A`S compliance 5.0 Draft E{)A Recommendations - Land Use with Statewide Planning Goals, OAR, and ORS. Policy&Economic Development Practices Consulting team will present in person to update 5.1 Draft E{)Areport. the Planning Cnnnnniaainn and City Council. 5.2 Presentation materials for Draft E{)A Consultant Deliverables (our team accepts RFP (PowerPoint) for public study sessions. deliverables for this task, with detail provided 5.3 Update Planning Commission and receive above): comments-Study Session (PC Meeting #2). 7.1 Assemble products with any final changes in 5.4 Update City Council and receive comments- agreed upon formats and submit them tothe Study Session (CC Meeting #1). Qty. Timefrome� 7.2 Provide written comments relating tofindings � ��ixvvee�S � furthe E{)A'a compliance with Statewide Lead Team Members: Lloyd Purdy, John Planning Goals, OAR, and ORS. Southgate, Avreonn Colombo & Lauren 7.3 Attend and present a1 Planning Commission Waterton public hearing (PC Meeting #4) and City Council Public Hearing and First Reading (CC TASK f� — FINAL ��l/� D�l{�UK4ENT'' ` ~~ ' ^-~^' ` ^~ Meetings#3). The consulting team will lead the development nf Timefname�� Two to four weeks the final EOA document that will incorporate all information and comments from previous tasks. Lead Team Members: Lloyd Purdy &John The Document will include o detailed Executive Southgate � ~- -- CompetinomioaLLCI Response to Ashland EOARFP2U24 4 - ` � � ESTIMATED SCHEDULE Our team anticipates providing the project deliverables and outcomes through the following schedule. We expect the project to begin around June 15. 2024 2025 Jun Jul Aug Sep Oct Nov Dec Jan Task 1 Schedule&Project Management 1.1 Summary of major tasks and project schedule with key dates and Q deliverables noted 1.2 Create a tentative schedule of events Q 1.3 Coordination and meeting dates for project management team Q 1.4 Draft a Community Involvement Plan with consideration of diversity equity Q and inclusion,for review by the Committee on Community Involvement(CC]) •1.5 Finalize Community Involvement Plan after meeting with CC] Q Task 2 Medford/Ashland Analysis 2.1 Collect data,research trends,and draft the analysis report for both cities Q •2.2 Finalize and submit report. Q Task 3 EOA including Equity Considerations&Climate Impacts • 3.1 Collect data,research trends,and draft the analysis report for review and Q comments. 3.2 Interview stakeholders and provide written summary of findings Q 3.3 Finalize and submit report. Q Task Buildable Land Inventory 4.1 Review and analyze BLI data provided by City in GIS format Q 4.2 Determine land need for commercial,employment,and industrial lands. Q 4.3 Identify areas of vulnerable populations,and at risk of potential Q displacement •4.4 Provide presentation materials regarding analysis of BLI inventory of employment,commercial and industrial,lands the Planning Commission and City Q Council. Task 5 Draft EOA Document Deliverable 5.1 Draft EOA Report Q 5.2 Presentation Materials for Draft EOA(PowerPoint)for Public study Q sessions •5.3 Update Planning Commission and receive comments—Study Session(PC Q Meeting#2) 5.4 Update City Council and receive comments—Study Session(CC Meeting# Q 1) Task 6 Final EOA Document Deliverable 6.1 Complete the Final EOA Report Q 6.2 Create presentation materials&present to PC and CC meetings. Q 6.3 Update Planning Commission—Study Session(PC Meeting#3) Q 6.4 Update City Council—Study Session(CC Meeting#2) Q Task 7 EOA Adoption&Public Process • 7.1 Assemble products with any final changes in agreed upon formats and Q submit them to the City. •7.2 Provide written comments relating to findings for the EOA's compliance with Q Statewide Planning Goals,OAR,and ORS. •7.3 Attend and present at Planning Commission public hearing(PC Meeting Q #4)and City Council Public Hearing and First Reading(CC Meetings#3) Response toRFP for City ofAshland 2O24 Economic Opportunity Analysis Update PROPOSED COST The consulting team anticipates providing the project dadiverob|eaondnutonnneathrnu0hthefnUnvvin0 budget. Halverson Purdy Southgate Colombo Ivanovic Waterton �ers o n Task3 ECA including Equity Considerations&Climate Impacts 18 16 13 25 1 0 73 Task 5 Draft ECA Document Deliverable 22 22 6 10 3.5 0 63.5 Task 6 Final ECA Document Deliverable 11 1 6 0 1.5 0 19.5 Task 7 ECA Adoption&Public Process 9 1 1 0 1 0 12 Estimated Travel $5,000 MEN= Sanderson Stewart ~- -- Competinomioa LLC I Response toAshland EOA RFP2U24 B � � ~ ~ —�- LLOYD PURDY COMPETINOMICS SR. PROJECT MANAGER BEND, OREGON Economic Development Manager, City o/Tigard,0//0 05/2024 Executive Director,Main Street Oregon City, Oregon City OR, (retired) 2/2000-08/20/3 ^ Managed EOA creation and land use policy implementation. ^ Initiated an award winning economic development and ^ Initiated, managed, and led community building and community building strategy for downtown Oregon City economic development programs. resulting in more than 48 new business starts. ^ Secured and distributed more than$4K8in grant funding for ^ Authored more than$7.2 million ininfrastructure businesses. improvement grants. ^ Created, managed, and supervised equity-focused economic ^ Led stakeholders through the formation of the first BDin development programs. Oregon in the last 15years. ^ Founded and managed two business incubators tosupport minority entrepreneurs. Executive Director, Cortland Downtown Partnership, Cortland ^ Created economic mobility programs to improve outcomes NY, 4/2000— /0/2008 for residents and entrepreneurs. . Managed a place-making and community-building strategy. ^ Founded a$1.2K8 revolving loan fund with CDF| partner . Set the vision and direction for economic development in Business Impact NW. downtown Cortland. ^ Marketed and promoted Cortland through media Vice President Regional Competitiveness, Greater Portland Inc, relationships,events, and promotions. 07120/7 077/0 ^ Secured and administered over$1.0 million infoundation, ^ Created and managed programs focused onregional state,and federal grants. competitiveness. ' Served onEOA committees for local municipalities. SUNY Cortland Institute for Civic Engagement,Interim ^ Opongiono|izod the Greater Portland mgion'o five year Coordinator, Economic Development and Community Outreach, economic development strategy aligning public, private,and Cortland NY, 4/D7-/0/08 higher-education leaders. . Concurrent posting with leadership of Cortland Downtown ^ Created and produced the annual Greater Portland Tech Partnership. Challenge pairing regional public and private sector partners . Created programs highlighting institutional engagement inthe with Smart City problem solving in partnership with the community. Technology Association ofOregon. . Developed a program and secured$3OO.00Oin funding for a ^ Managed the award winning Growing Small Businesses business incubator. Globally export assistance program for women,veteran, and entrepreneurs of color through a partnership with PCC'o Marketing&Communications Manager, 7EPSA.Austin TX, SBDC. SBA, USCS and Business Oregon. 3/2000 71200/ ^ Planned and produced events, pnomotiono, and marketing Economic Development Manager, City o/Tigard, Tigard OR, campaigns. 08/20/3 00/20/7 . Developed print promotional material and PSAa. ^ Created and led economic, ouotainobi|ity. and community development initiatives. PROFESSIONAL DEVELOPMENT&CIVIC ENGAGEMENT ^ Built local and regional public/private partnerships. . League of Oregon Cities Conference Presenter, 2O23 ^ Created Tigard'o Vertical Housing Development Zone and . AARP Community Challenge Gxsntoo/Pmoontor. 2O23 Enterprise Zone. . PGE Challenge Grant Award, 2O22 . Developed business retention and expansion programs. . NASB|TE Export Program Award Winner, 2O18 . Secured more than$8million in funding for infrastructure. , US EDA Infrastructure Gxant/ward. 2018 ^ Created two business incubators for minority entrepreneu rs. ^ State ofOregon Downtown Manager of the Yoar2O12 ^ Cro�oda$1.2K8mvo|ving loan fund for minority ' entrepreneurs. ^ Daily Journal ofCommomo Newsmaker, 2O11 ^ Oregon State Main Street Conference Presenter,2O1O ^ League of Oregon Cities Conference Presenter, 2OO8 EDUCATION Maxwell School ou Syracuse University,Syracuse, wv University m Florida,College m Agriculture and Life Sciences, Master or Public Administration, May u000 Gainesville, FL Focus:Public Finance and Community Engagement Bachelor orScience, Food and Resource Economics, 0000muo,1nnn 8U NY-Environmental Science u Forestry,Syracuse, wv Focus:Economics and Policy Analysis Master in Landscape Architecture, Muyu000 Focus:Community Design and Planning Bachelor or Science,Agricultural Communication, 0000muo,1nnn Focus:Public Rolamona and Media Production � ~ _ _�- ~ - JOHN SOUTH0ATE C,0,M?,ET0N,0,MNC,S SENIOR ECONOMIC DEVELOPMENT& URBAN REDEVELOPMENT ADVISOR INDEPENDENCE, OREGON John Southgate has decades of experience in planning and Metro ^RFFY'funding for the design and engineering ofa development in the Portland region,the State ofOregon, new Trolley Bridge, providing a vital multi-modal link across and nationally; with a strong focus on building economies, the Clackamas River connecting Gladstone and Oregon and creating strong urban centers(many incorporating a City. Led the City'o housing choice initiatives, including prominent affordable housing oomponont). John has securing DLCD funding for a new Housing Needs Analysis worked with munioipo|itioo, private developers, institutions and Community Engagement Strategy, positioning the City of higher education, and non'pufito, building a deep and to proceed with revisions to its Zoning Code in support of extensive network of relationships with elected officials, more housing choices especially for workforce and funding entities and the business community. John's efforts affordable households. are strongly aligned with Oregon's growth objectives and individuo|oitioo' aopingionom|otodt0000nomiog»ow�h. 770an�ook^4f�on��Houa��/£t��taQy8 Needs.4na8s/a (2 highordonoitymixodu0000ntomohoraoori�odby 0y8-2D2y) 1Aaoi�od the Tillamook County Housing Task pode�rianvita|ity.txsnoitouppo�ivon000. andoquity� Fomovvithampo�identifying moommondationotoincrease the supply of affordable and workforce housing. The Select Client Engagements: recommendations included zoning/regulatory reforms, pub|iofinonoingtoo|o/inoontivoo' andpub|io'privoto Cdyof��undaa(Cunen�I Leading a team ofpro�moiono|o in planning, partnerships. The mpo�and moommondationowmmbased architecture,' ' largely on interviews with |000|developers, o|ootodo�ioia|o dovvntmwnmvita|i�otionp|anforaoma||oroityvvhiohhoo ' ' andoonioroto� Johna|ooaooiotodthoCountyintho emerged ao the opi'oontorofOmgon'o nationally prominent fonnotionandinaugural wmrkofanmwHouoingCommiooion wine industry. The Plan, due ' '2O24. will call for a set ofinfrastructure e ao well aopnopongionofaHouoing Needs Ano|yoio inve stments . all,the conversion of Highway 88VV into amu|ti'moda|. Lincoln City Redevelopment Offering(20Yf)1 Assisted the walkable, and active otn*et000po)along with related policy City of Lincoln City in the marketing of eight properties for a initiatives(including zoning code modifioationo, and variety of u000-oommomia|, mixed use, and housing. strategic deployment of the City'o urban renewal do||ans). all John's work included developer oumtion. drafting the for the purpose of making Dundee a more walkable and development offering, evaluation of the responses tothe active City with a strong sense ofplace. offering, and due diligence. Developers were recently oo|�tod'� onopn��t(a1O7unitaffordab|omnta| pn�oot is ��o�an��a�oun�y��onon��am��9�n�ant£t��ta�� - Raport(2020 1 Working for the County'o Executive under construction and the City ioin various stages ofdeal negotiations for other oitoo� Loadomhip. John crafted ampo�vvhioh has oowodaothe "blue print^for a strategic re-alignment ofClackamas Talent Gateway Project(20Y0)1 Assisted the Talent, County'o hitherto moribund economic development Oregon Urban Renewal Agency(^TURA^) in the creation ofa program. John's report was based onstakeholder catalytic new mixed use on the eastern gateway toTalent's interviews with senior agency staff ot the County and in charming historic core. John's role included developer partner jurisdictions, business leaders, and elected officials. oumtion. assistance in land assembly, drafting ofthe The final report set forth a set of recommendations that call development offering, and deal term negotiations. Project for strategic deployment of resources, stronger inter- components include a0O unit affordable senior rental departmental coordination with the County,and bringing the housing project, 2O"missing midd|o^for-sale tmwnhomoo. County'o staff and financial resources to bear onindividual commercial structures, a new Maker Space, ao well aoa cities' priorities. central park. Washington County Economic Development Manager OTHEnExPEmEmoE (20Y8-2D2y) 1 Served ao Washington County'oinaugural Economic Development Manager, playing a critical role in Director of Economic Development, City ofHillsboro deployment of$2OK8in federal and local dollars 12/1/2OO5 to — 6/30/2012 business recovery related to the COV|D'18pandemic. Other work included forming otngogio partnerships botvvoon Development K8anogor, Portland Development Commission the County and its cities, Community Based Organizations, 8/1/1884 — 11/302005 and regional and State economic development officials to promote a strong and resilient economy in the County. Senior Planner/Economic Development Manager, City of Gresham Gladstone Redevelopment 8 Affordable Housing 10/1/1883 - 8/31/1884 hmitiath/aa(20Y8-2D24) 1 Retained by the City ofGladstone to assist in the City'o Downtown Revitalization efforts and City Planner, Portland Bureau ofPlanning related initiatives. Led efforts to secure$1.00O.00O+in 3/1/1881 — 8/3O/1883 ~ -�-- AY1REANN COLOAOBO _ �CONOK4|ST��PR|NC|PAL ��"~�� ~��=~�~�I��~= PORTLAND, ORBGON Since 2O12. an independent consultancy providing competitive OTHEnExPEmEmCE market and industry research, economic/business feasibility analysis and strategic planning services. Clients include Columbia Pacific Economic Development District institutional investors, real estate developers, private companies A non-profit Economic Development Administration designated and public sector clients. district covering Northwest Oregon that provides regional Select Client Engagements: leadership and coordinates economic development activities. Housing 8Economic Opportunity Analyses IPod �raoutixaQiraotoronnod 'DODO-2023 research, analysis and forecasting to support land use planning Managed administration and operations for the district. Provided for multiple cities.Assessment of Metro Regional Housing regional leadership on key topics including infrastructure, housing, Analysis.Assessment of City of Portland startup businesses, financing and local project development. Set regional priorities patent activity and venture capital investments. Market based on trends in the economy and jobs. Managed team ofstaff positioning for private clients. Feasibility and pricing project for conducting economic impact studies and research projects residential developers. related to infrastructure, broadband and ontmpmnouriom. Ropo�oddin*o |ytothodiotriot'oBoondofDin*oomand |oda ��onon��np�ot'4n�8�an�Ano|y0000uppo�ing |000| � � businesses decisions and investments. Designed decision growth in staff from one to five and a1Ox growth inbudget. framework based on quantitative and qualitative metrics for Johnson Reid choosing expansion locations. Conducted a global hydroponic agriculture market assessment, examining international Portland-based economic and real estate development agricultural supply chains, potential opportunity markets and consultancy serving a diverse mix of public and private clients. industry partnership prospects. Associate Consultant,DDO7-DDOg Port Strategic Business Plans I Analysis of best strategic Research and analysis projects for a broad range of local and actions and investments based on the Port assets, capacity and international clients.Typically teamed with public officials, short-and long-term opportunities.Timber, wood products and business owners, developers and/or educators. Conducted agricultural industry market analysis ao well aoscenario-based housing and land use economics studies, determined potential demand,growth forecasting and risk analysis. growth opportunities and forecasted employment and housing Economic Development Consultant I Led team implementing growth-and resultant land needs the next 2O5O years. economic development strategy. Projects included managing a real estate development project,working with existing businesses to assist with workforce and development needs, partnering with property owners to identify potential industrial tenants, convening a stakeholder group of downtown businesses and property owners, working with local and regional partners, identifying and crafting grant applications,convening partners and resources for community driven innovation center project. Return on Investment Analysis,Industrial Lands Program, Business Oregon I Studied return on investment for publicly funded pre-development on industrial land ao well aoanalyzed the magnitude of lost opportunities for the state when pre- development d000n'thoppon. Dovo|opodpnojectmothodo|ogy and led analytical efforts in case studying 18 industrial site readiness projects.Translated highly technical economic impact findings tobo used by State of Oregon staff and legislators. EDUCATION Master m Science,Economics Graduate m REAL Oregon Portland State University Resource Education uAe,iouuum| Leadership Portland 8u|om u000 2018 Bachelor m Science,Economics Occasional Lecturer Honors Pro Forma Financial Analysis University mOregon Market Analysis Eugene Economic Development 2004 Portland State University IWIIREIN VlAlrlllIIZIVM,AllKIO Lauren brings 29 years of experience in planning,development and design,in both the public and private sector. Her work focuses on connecting the strategies and planning tools needed to address the unique conditions of small and rural communities. She has a diverse background in urban planning and design with experience in master planning,site analysis, downtown plans,and design review.As Associate Principal, Land Development Division Director,and Placemaking Studio 1-406-922-4313 Manager,she bridges the engineering,landscape architecture VV�k €YhCI YY(e'i}t„kYY��€Y5k CI YY €VVEk Y":.6)CI YYI and planning disciplines to create plans and environments that support communities and enhance the lives of residents. She combines an understanding of the planning process and a commitment to helping clients discover and implement new ideas to create unique communities. 9IIIDIU A"T'IIIAIIM �IIIIIi�''IIIIIIIIi� 'l Portland State University, Portland,Oregon Project ManagerlSenior Planner:responsible for project viskuying,planning and Master of Urban and Regional Planning,1994 design,pubfic outraach,,daaauaaaent prepaaraatlaaaa and eves mil project oversight. Rhodes College, Memphis,Tennessee ■ Lockwood TEDD Strategic Plan,Yellowstone County,Montana B.A., Urban Studies,1991 City of Bozeman Urban Renewal Districts Misc.Services, aIIIAIII'1119IIIIAIII�Alll,1111119IAlll "'IIIA''lllAlll� Bozeman,Montana American Institute of Certified Planners,1997 0 City of Bozeman Midtown Strategic Action Plan,Bozeman, Montana aIIIAIII'1119IIIIAIIIfAIII,A OVCAlll'III'II A''lllAlllf ■ Spanish Peaks Resort,Development Services,Big Sky, American Planning Association, Planners'Advocacy Montana Network Gallatin County Triangle Planning Study and Triangle Trails Montana Association of Planners Plan,Gallatin County,Montana Advisory Committee, Bozeman Unified ■ City of Williston Annexation,Williston,North Dakota Development Code Update, 2015-2017 ■ City of Billings 5th Avenue North Corridor Feasibility Study, Bozeman Planning Board,2016-Present Billings,Montana Planning Coordinating Committee, EBURD Downtown Billings Housing Stud &Site Feasibility, Bozeman Representative,2016-2020 g g y y, Billings,Montana h°IQMQRS A AWNED AWNEDS ■ Anaconda Downtown Master Plan Anaconda Montana ............................................................................................................................................................................................................................................................................................ AICP- National Student Award for Creating a Better ■ City of Laurel TIF District Strategy Plan,Laurel,Montana Tomorrow,1996 ■ City of Billings Safe Routes to School Study Update Phase II, Oregon Chapter APA Student Project Award for Creating a Better Tomorrow,1995 Billings,Montana ■ Lockwood Pedestrian Safety District On-Call Services and aIIIAIII III IIIAIIIfAIIIIIIAllllllfllllllfA Non-Motorized Plan Update,Yellowstone County,Montana Greater Yellowstone Framework for Sustainable ■ City of Billings Inner Belt Loop Corridor Study, Billings, Development,Yellowstone Business Partnership 2009 Montana Historical and Architectural Survey Workshop, ■ Anaconda-Deer Lodge County Housing Study,Anaconda, Colorado Historical Society, 2004 Montana ft SANDERSON E RTrv- a sanderson bellecci company $TV OF ASUILAND EXHIBIT B PROPOSAL FORM Proposals should be prepared and organized in a clear and concise manner and must include all information required by this RFP. Headers,Titles or Tabs should be used to identify required information. Responses to the Evaluation Criteria found in Section 4 shall be organized in the same"order listed in that Section, preferably by re- stating the criteria and then responding below the restated criteria, REQUIRECI,_RESPO,NSE [DOCUMENTS THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR RESPONSE: (Place a check in front of the item indicating inclusion in your response) [2"RESPONSE TO ALL EVALUATION CRITERIA listed in Section 4 ['SECTION 8-- Proposal Form "Independent Contractor Certification MMIM..I_NFORMATIION. The City encourages contracting with minority owned,woman owned, and emerging small business(MWESB). The State of Oregon offers a certification process. Indicate below if your business is a MWESB and if so, which categories have been state certified. MWESB certified? Yes No °". If yes, indicate which categories below: Minority Owned Woman Owned— Emerging Small Business Veteran Owned— ACKNOWLEDGMENT OF RECEIPT OF ADDENDA TO PROPOSAL DOCUMENTS: Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 2, 3,4, 5, 6, 7, 8,9, 10 Check if not applicable or if no addenda were received: QSR LS/ /IIRBIAE No.(s) Provide name(s),title(s), and certification number(s)for each Key Person listed under Section 6.3(b). Attach additional sheet if necessary) Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: 131Page H' LAND PROPOSER INFORMATION: C- :247,0( Proposer Company Name Company Address(from which work will be performed) E Telephone Number Fax Number FEDERAL ID NUMBER Printed Name of Person Signing RFP: C Title: 30/e Signature: Email Address: 00010 111)e) wwi OV.Yy,4 141Page -^�^r ~�� -��m � m_z-�u'� m�� EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under pemaftymf perjury, certifies that(a)the number shown on the attached W-9 form is its correct taxpayer ID(or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i)itis exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service(IRS)that it is subject to backup withholding aSa result ofa failure 1V report all interest or dividends,o not ified it is no longer t�suecttobackupvvithho|d|ng. Consultant further represents and vvarran1sto City that: (a)it has the power and authority to enter into this Agreement and perform the Work,(b)the Agreement,when executed and delivered, shall bea valid and binding obligation ofConsultant enforceable |n accordance with its terms,([)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d)Consultant is qualified, professionally competent, and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or nnore of the following criteria that apply to its business. (1) Consultant carries out the work or services a1a location separate from a private residence orisina specific portion ofa private residence, set aside as the location ofthe business. (2) Commercial advertising or business cards or a trade association membership are purchased for the business. (3)Telephone listing is used for the business separate from the personal residence listing. __IL'` (4) Labor or services are performed only pursuant 10 written contracts. (5) Labor orsen/ices are pe�orrnedfor two ornnore different persons within a period of one year, (6) consultant assumes financial responsibility for defective workmanship or for S8n/|ce not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance Vr liability insurance relating Lo the Work or services tobe provided, Consultants signature Date 15 1 P a g e A�h|mnd NFPZ8Z4 Form Request for Taxpayer Give Form to the (Rev.October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ►Go to www.irs.gov/FormW9 for instructions and the latest information. 1 Name(as shown on your income tax return).Name is required on this line;do not leave this line blank. Ayreann Colombo 2 Business name/disregarded entity name,if different from above Competinomics LLC c) 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1.Check only one of the 4 Exemptions codes a only to � P Y P ( PPY Y m following seven boxes. certain entities,not individuals;see a instructions on page 3): o ❑✓ Individual/sole proprietor or ElC Corporation ElS Corporation ElPartnership ElTrust/estate N single-member LLC Exempt payee code(if any) di c ao ❑ Limited liability company.Enter the tax classification(C=C corporation,S=S corporation,P=Partnership)► o 2 Note:Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting N LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is de(if any) another LLC that is not disregarded from the owner for U.S.federal tax purposes.Otherwise,a single-member LLC that co a is disregarded from the owner should check the appropriate box for the tax classification of its owner. w ❑ Other(see instructions)► (Applies to accounts maintained outside the U.S.) to 5 Address(number,street,and apt.or suite no.)See instructions. Requester's name and address(optional) 8998 SW Leahy Rd, Ste 1637 6 City,state,and ZIP code Portland Oregon 97225 7 List account number(s)here(optional) Taxpayer Identification Number(TIN) Enter your TIN in the appropriate box.The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals,this is generally your social security number(SSN). However,fora _m _ resident alien,sole proprietor,or disregarded entity,see the instructions for Part I,later. For other entities,it is your employer identification number(EIN). If you do not have a number,see How to get a TIN, later. or Note:If the account is in more than one name,see the instructions for line 1.Also see What Name and I Employer identification number Number To Give the Requester for guidelines on whose number to enter. 1 EMMIF Certification Under penalties of perjury, I certify that: 1.The number shown on this form is my correct taxpayer identification number(or I am waiting for a number to be issued to me);and 2. I am not subject to backup withholding because:(a)I am exempt from backup withholding,or(b)I have not been notified by the Internal Revenue Service(IRS)that I am subject to backup withholding as a result of a failure to report all interest or dividends,or(c)the IRS has notified me that I am no longer subject to backup withholding;and 3. I am a U.S.citizen or other U.S.person(defined below);and 4.The FATCA code(s)entered on this form(if any)indicating that I am exempt from FATCA reporting is correct. Certification instructions.You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return.For real estate transactions,item 2 does not apply.For mortgage interest paid, acquisition or abandonment of secured property,cancellation of debt,contributions to an individual retirement arrangement(IRA),and generally,payments other than interest and dividends,you are not required to sign the certification,but you must provide your correct TIN.See the instructions for Part II,later. Sign Signature of Here U.S.person► Date► General Instructions •Form 1099-DIV(dividends,including those from stocks or mutual funds) Section references are to the Internal Revenue Code unless otherwise •Form 1099-MISC(various types of income,prizes,awards,or gross noted. proceeds) Future developments. For the latest information about developments •Form 1099-B(stock or mutual fund sales and certain other related to Form W-9 and its instructions,such as legislation enacted transactions by brokers) after they were published,go to www.irs.gov/FormW9. •Form 1099-S(proceeds from real estate transactions) Purpose of Form •Form 1099-K(merchant card and third party network transactions) An individual or entity(Form W-9 requester)who is required to file an •Form 1098(home mortgage interest), 1098-E(student loan interest), information return with the IRS must obtain your correct taxpayer 1098-T(tuition) identification number(TIN)which may be your social security number •Form 1099-C(canceled debt) (SSN),individual taxpayer identification number(ITIN),adoption •Form 1099-A(acquisition or abandonment of secured property) taxpayer identification number(ATIN),or employer identification number (EIN),to report on an information return the amount paid to you,or other Use Form W-9 only if you are a U.S.person(including a resident amount reportable on an information return. Examples of information alien),to provide your correct TIN. returns include,but are not limited to,the following. If you do not return Form W-9 to the requester with a TIN,you might •Form 1099-INT(interest earned or paid) be subject to backup withholding.See What is backup withholding, later. Cat.No.10231X Form W-9(Rev.10-2018) � ' IIIIIIIIIIIIIIIIIIIII la liiiiiii%ii/l�//ii ► ECOnorthwest 222 SW Columbia St, Suite 1600 " Portland, OR 97201 y Y�I i rr � ■ I Poo PREPARED FOR THE CITY OF ASHLAND Response to Ashland EOA RFP 2024 ECOnorthwest CONTACT PERSON ` u M iI A c IF .r i11 10 LJ o i11 a 111 S u o i11.r Robert Parker, AICP, Sr Project Director 541-554-1509 parker@econw.com 222 SW Columbia St, Suite 1600 Portland, OR 97201 April 26, 2024 Attention: Veronica Allen, Associate Planner This proposal is valid for 90 days. City of Ashland Planning Department 20 East Main Street Ashland, OR 97503 Dear Veronica Allen and members of the proposal review committee, ECOnorthwest is pleased to submit our proposal for the Ashland Economic Opportunities Analysis (EOA) update. As we learned in our work on an economic diversification strategy for the Ashland Chamber of Commerce, the conventional norms of how workers work, how employers lead, and what a career is (versus a side gig) has changed in the past five years and will continue to change in the next five. The City's approach to nurturing a vibrant local economy will need to change with it. Ashland is well positioned to build off its many economic assets to leverage the new economy given its diverse amenities. While the core objective of this project is a Goal-9-compliant EOA, it is useful to consider the EOA in this context of Ashland's broader economic and community development objectives. Founded in 1974, ECOnorthwest specializes in economics, finance, and planning, but our focus is on collaboration. We were drawn to this project because we're excited about the opportunity to work collaboratively with City staff to develop a plan that moves Ashland towards its economic development goals. In our experience, successful plans have City staff at the center, not the consultant. We are excited to work closely with Ashland staff to develop an EOA that meets the needs of the city for the next 10 or more years. ECOnorthwest has extensive experience working with local governments to prepare Goal-9-compliant EOAs. We've worked with dozens of cities on EOAs, among them several in the Rogue Valley—including the 2007 Ashland EOA which I managed for ECOnorthwest. Thus, we bring deep topical knowledge as well as knowledge of the region. Thank you for considering our proposal. We look forward to the possibility of continuing to contribute to a vibrant future in Ashland. Warm regards, ��A2Z Robert Parker, AICP Senior Project Director !' ECOnorthwest About the Project ........................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... ............... V, Project Understanding Ashland is a strong cultural and tourism hub that attracts people from Southern Oregon and beyond. The city is the home of the world-renowned Oregon Shakespeare Festival, Southern Oregon University, and a range of other cultural amenities that help to provide a high quality of life for its residents. The City of Ashland last updated its Economic Element and Economic Opportunities Analysis (EOA) in 2007—with ECOnorthwest as the City's consultant for that project. Much has changed in the past two decades, with new challenges for Ashland's economic development in responding to the changing climate and ensuring equitable opportunities, all while understanding the implications for economic development and growth in the next twenty years. Ashland is a vital part of the Rogue Valley's interconnected economy that brings in a variety of visitors, students, creative professionals, and more. The region's economic context will be essential for completing Ashland's EOA update in a way that works towards shared goals between jurisdictions. As the largest economic hub for Southern Oregon, the City of Medford provides Ashland and other surrounding communities with access to critical services like health care and transportation. Implementing successful economic development actions for both cities will require an understanding of Medford and Ashland's symbiotic relationship as well as regional trends for commuting, key industries, locational advantages, and dynamics of a changing and growing population. F'A 6!, ECO Ashland Economic Opportunity Analysis Update PROPOSAL PIP About the Project Ashland's EOA will provide an in-depth evaluation of the city's current economic landscape that identifies key opportunities and challenges through analysis of local and regional industries, employment trends and forecasts, and anticipated need for commercial and industrial land. Integrating O robust public iOVolV8nD8Ot process that uses best practices for equitable engagement will also define Ashland's economic goals. Using O combination of thorough analytic work and extensive outreach, the EOA will provide a guide for the City to achieve its objectives for economic development iO coming years. ��0�� 0�0�� 0� u��u��m�uu�� OPPORTUNITIES��u^ u v�u�u u uu�~w ANALYSIS ECOnorthwest has substantial experience with state requirements from similar and related Economic Opportunity Analysis studies throughout Oregon. Our firm was part of the team that prepared the Industrial Lands Sufficiency Report that IDLCID used as a basis for the 2006 update of OAR 660-009 and which was the foundation of the state-certified industrial site program. VVe have conducted Goal V studies for dozens of Oregon cities, both for cities that used the findings of the EOA to update their comprehensive plan policies and for cities that used the EOA findings to expand their urban growth boundaries. Our combination of knowledge and economic development expertise makes ECOnorthwest the ideal firm for this project. In the context ofOregon's statewide planning systenn, the purpose ofon E04 is to determine: (D the City's economic development objectives, (2) the amount and type of economic growth that may occur in the City without public interventions. (3) the amount of inventory and characteristics ofemployment land, and (4) what public interventions (if any) will be necessary for the City to achieve its vision for economic development, given the supply of employment land and potential for employment growth. Public interventions can take numerous forms, such as policies to encourage redevelopment of underutilized employment land, or strategies to attract specific types of businesses to the City through the provision of land with specific characteristics (e.g., large, flat, serviced parcels). Goal 9 requires cities to state objectives for economic development [OAR 660-009-0020(l)(a)] and to identify the characteristics of sites needed to accommodate industrial and other employment uses to implement the economic development objectives (OAR bbO-OOV-OO25(D). This can be characterized as a site-based approach, which projects land needs based on the City's economic development objectives, target industries, and forecasts for employment growth. ' � ECO Ashland Economic Opportunity Analysis Update PROPOSAL 1111v 2 Experience and Qualifications l�l Experience and qualifications of key personnel essential to the success of this � "��°'�............ project and supporting staff.Please provide a resume for all key personnel outlining experience and qualifications and estimated time dedicated to the project.For all other supporting or contributing staff please provide a list and summary of each team member's area of responsibility,expertise,experience,and qualifications. About ECOnorthwest o answer the complex questions of our time, we integrate economic analysis with complementary disciplines to provide a more complete understanding of how policy choices affect peoples' lives. For almost 50 years, a diverse range of over 2,000 public, private, non-profit, and foundation clients in the United States and around the world have trusted ECOnorthwest to craft effective and feasible solutions to the complex issues that shape our communities. We work at the intersection of neighborhoods and highways, development and conservation, poverty and prosperity—because the choices we make at these intersections matter. To help guide decision-makers, we've built a team of experts in economics, urban planning, public policy, finance, demography, geography, and sociology. Rooted in economics, our interdisciplinary expertise lights the way to a broader understanding of how policy choices affect peoples' lives. We taiilloir our teams and methods for each project to hellp meet Client goals, ensuring the might anallytii s and tools to answer a diversity of policy cluestions. � �mw Driving impact across four policy areas ® /Ir PEOPLE PLACE ENVIRONMENT ECONOMY IN • • `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL PIP 3 FF/F„ Experience and Qualifications lq Organizational -ASH �n L ND CITY OF ASHLAND SENIOR PROJECT DIRECTOR PROJECT MANAGER 1 Bob Parker Mary Chase SENIOR CLIMATE TECHNICAL ADVISOR ASSOCIATE ADVISOR MANAGER yi� d r Beth Goodman Scott Goodman Becky Steckler Barrett Lewis SENIOR POLICY SENIOR ECONOMIC ANALYST ADVISOR Kryn Sausedo Tyler Bump F,A o ECO Ashland Economic Opportunity Analysis Update PROPOSAL 01v 4 F FF„ Experience and Qualifications ECOnorthwest Key Personnel IE r � III°� ur�l urm inii irm Il�irm j t Il::.; iiirm t irm„ a ll� L5%01 .n..i 1 AvAii.A1B1.iE rF% v M.U.R.P. University of Oregon ,r v B.S. Natural Resource Management,Colorado State University Bob Parker, AICP, is a Senior Project Director and Policy Analyst who has been with ECOnorthwest since 1990. Parker has a Bachelor of Science in Natural Resource Management from Colorado State University and a Master's Degree in Urban and Regional Planning from the University of Oregon. Bob has been with ECOnorthwest for more than 25 years and specializes in economic development, housing, market analysis, and buildable land supply analysis. Bob is a member of the American Planning Association and has been certified by the American Institute of Certified Planners since 1998. Bob also serves as the Director of Strategy and Technical Solutions of the Institute for Policy Research and Engagement (IPRE) at the University of Oregon. IPRE includes the award-winning Community Planning Workshop and RARE programs. Bob is the program director for IPRE's Economic Development Administration University Center (EDAUC). IPRE's EDAUC provides technical assistance and economic development planning support for communities and businesses throughout Oregon. IPRE has developed Comprehensive Economic Development Strategies for several Oregon economic development districts and is versed in the EDA CEDS requirements. IPRE also developed a guidebook and training on economic resilience. � Mary Cease, IIlir jest Manager L5%OF..n IMI..AVAIIGnABIGnlE M.U.R.P. Portland State University v B.A.Geography and Urban Studies, Temple University Mary joined ECOnorthwest in 2021 and supports a variety of projects in urban and economic development related to growth management and land use through research and data analysis to inform implementation-focused planning efforts. Prior to ECOnorthwest, Mary worked as a Community Recovery Fellow with the Institute of Metropolitan Studies through Portland State University. Mary has worked on a variety of comprehensive planning and land use projects for communities in Washington and Oregon, including economic opportunity analysis work. She is experienced with translating complex analytical findings about demographic data, economic trends, and development patterns into action-oriented policies and recommendations that guide future growth and development in line with community vision and goals. Befln Goodiman, Senior Advisor 5% OF n IMIE AVAILABLE M.C.R.P. University of Oregon M.P.A. University of Oregon B.A. Psychology, Hunter College, City University of New York Beth is a Project Director and Senior Planner at ECOnorthwest with a professional focus on long-range growth management, land use planning, and policy analysis. Beth specializes in housing and economic development planning and policy analysis for cities and counties in the Pacific Northwest and across the western United States. She analyzes long-range housing needs in the context of demographic changes and affordable housing needs, including the development of housing policies to respond to currently unmet housing needs. She analyzes economic development growth potential, land need for commercial and industrial growth, and development of policies to encourage and stimulate economic growth. Beth works with cities to evaluate opportunities for expansion of urban growth boundaries of Oregon cities. Beth has experience developing market and feasibility assessments, developing strategic plans for policy implementation, and developing surveys to investigate key policy questions. `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL PIP 5 F FF„ Experience and Qualifications ECOnorthwest Supporting Scott Goodu unm Associate r%OF .n..i ir..AVAIIGnABIGnlE » M.U.R.P. Portland State University Graduate Certificates in Real Estate Development& Affordable Housing, Portland State University 1l, » Master of Education, Portland State University » B.A. Philosophy and Spanish, Robert D.Clark Honors College, University of Oregon Scott joined ECOnorthwest as an Associate in 2022. He specializes in real estate, land use, and affordable housing policy and development. Scott is skilled in creating and analyzing financial pro formas, directly engaging with community stakeholders, and employing ArcGIS, SketchUp, and other software to model development feasibility. With degrees in education and urban and regional planning, Scott is skilled at breaking down complex issues into understandable pieces for a variety of audiences. Becky Steckler, Chirnate Advisor 3,%OF �IMIE AVAILABLE M.A.Community and Regional Planning, University of Oregon ✓�� » B.A. History and Government, Mills College Becky Steckler, AICP is a project director at ECOnorthwest and has over 25 years of experience managing land use, transportation, economic development, and strategic planning projects. Becky rejoined ECOnorthwest in 2022 and works on a wide range of projects related to reducing GHG emissions and adaptation and resiliency in the built and natural environments. Prior to working at ECOnorthwest, she was the Program Director at the Urbanism Next Center at the University of Oregon where she conducted technical research on the secondary impacts of emerging technologies urban systems and the implications of these changes on equity, health and safety, the economy, and the environment. She regularly participates in policy work groups and task forces including Oregon's Legislative Task Force on Autonomous Vehicles (2018-2019) and currently serves on the American Planning Association's Trend Scouting Foresight Panel (2022-2023). Barrett III,,,,ewis, Technical Manager 5% OF..n IMI..AVAILABLE v Master of Public Policy, Portland State University » Bachelor's in Political Science, University of Arkansas Barrett Lewis is a Technical Manager at ECOnorthwest with a background in policy analysis and geographic information systems. Since arriving at ECOnorthwest in 2021, Barrett has worked with Oregon cities in developing and adopting Buildable Lands Inventories across residential and employment land uses, as well as proposed expansions of municipal urban growth boundaries. Barrett has experience in spatial analysis, remote sensing, interactive mapping, and working with parcel-level data. He has performed analyses on subjects such as housing needs and underproduction, comprehensive plan amendments, employment trends, transportation planning, broadband availability, semiconductor infrastructure, and socio- economic demographics. `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL PIP 6 FF/F, Experience and Qualifications SupportingECOnorthwest l(ryun Sausedo, Seinioir I1`16iicy Anaiyst » M.P.M.Carnegie Mellon University, H.John Heinz School of Public Policy and Management e B.A. International Studies, University of Wisconsin- Madison With a decade of experience in the public sector, Kryn is adept at managing economic development projects and crafting actionable strategies. His portfolio includes statewide recovery plans, local economic resiliency strategies, small business support programs, and innovation hub development plans. He prioritizes collaboration and values the insights of local stakeholders, combining data with lived experiences in an iterative process to develop effective and thoughtful solutions. I°y�l ur Burnp, Senior Econornic Advisor ;,%OF..n IMIE AVAIIGnABIGnlE » M.U.R.P. University of Colorado Denver,College of Architecture » B.S. Human Services, Metropolitan State University of Denver fF Tyler is a Project Director and partner at ECOnorthwest with a professional focus on the intersection of land use planning and real estate investment that advances equitable housing, economic development, and sustainable development goals. Tyler works with a range of local government, private sector, and nonprofit organizations to develop and implement creative strategies that leverage public and private sector investment. Tyler has over 16 years of experience working on TOD projects including real estate analyses and market studies, transit corridor plans, station area plans, TOD equitable development, and affordable housing strategies. Tyler has worked on TOD projects across the country, including work for local governments and transit agencies in Denver, Seattle, Portland, Maui, Minneapolis, Los Angeles, and San Francisco. /a� y J L `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL PIP 7 Firm Experience ExperienceRelated • Demonstrated ability to conduct work similar in nature to the project described.Please provide at least two examples of completed projects with reference contact information. • Demonstrated ability to provide finished products in an accessible format capable of conveying key information in a clear and concise manner,free of spelling and grammatical errors. • Please provide at least two examples of completed projects demonstrating the above.Links to digitally published documents is preferred. dam Demonstrated ability to work with diverse groups and foster effective community engagement. yam Demonstrated ability to work within budget and meet key deadlines. • Demonstrated ability to collaborate and coordinate process and deliverables between jurisdictions and other consultants. ECOnorthwest has completed dozens of Economic Opportunity Analysis projects in Oregon, including recent and ongoing work in the Cities of Lebanon, Scappoose, Sandy, Dallas, Tualatin, and McMinnville as described below. Our firm also completed the City of Ashland's 2007 EOA which it is currently seeking to update for the next 20-year planning horizon. More recently, ECOnorthwest completed an Economic Diversification Strategy with the Ashland Chamber of Commerce, including an interactive StoryMap to convey an accessible narrative of Ashland's economic challenges and opportunities. The qualifications listed below demonstrate our ability to create high-quality deliverables on time and within budget, work with diverse stakeholder groups, and collaborate with a range of partners. RECENT EOAS .............................................................................................................................................................................................................................................. lty of Ill,,,,ebainon 11 IEEI;caunaumlic Oppoirtunffies Aiinalysls I OR 12023 11 IF I I I IN CI ECOnorthwest worked closely with the City staff and advisory committee Kelly Hart to develop an economic opportunities analysis (EOA), updating its Community Development Director, Comprehensive Plan for the first time since 2004. The Lebanon EOA City of Lebanon provides the City with a new factual basis for making land use decisions 541-258-4252 and new information about the City's competitive advantages. The khart@ci.lebanon.or.us EOA identified Lebanon's comparative advantages for economic .............................................................................................................................................................................................................................................. development and provided the foundation for a strategy for business LINKi retention and attraction. The Lebanon City Council adopted the EOA and Comprehensive Plan policy changes in May 2023, directing staff to Final EOA begin to implement the economic development strategy developed in the project. .............................................................................................................................................................................................................................................. lty of Scappoose 11 W°°°Year CornpireheiiI III°1llain I OR I I I IF I I I IN CI oingoIiing Laurie Oliver Joseph ECOnorthwest is leading the City of Scappoose's 50-Year Comprehensive Community Development Director, Plan which includes a deep visioning process, development of an City of Scappoose economic opportunities analysis, establishment of urban reserves, and 503-543-7184 revisions to the City's Development Code and Comprehensive Plan. The loliver@cityofscappoose.org economic opportunities analysis evaluates employment growth to project estimates for the amount and type of land needed to accommodate the forecast. In addition to a full quantitative assessment, ECOnorthwest is ground-truthing forecasts with stakeholders, economic development partners, and business leaders in target industries. F'A `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL pUUW 8 Firm Experience Oty of Saindy U �t�no�� <��portu�� /��lys�s�� I IrE I I�C I ��o��ehe�� lain Update | OR | 2024 KeUy O'Neill Jr EC0northwest completed o comprehensive Economic Opportunities Development Services Director, Analysis (E04) for the City ofSandy, which aimed to update its City ofSandy Comprehensive Plan for the first time since 1997. This analysis focused on 503-489-2163 projecting Sondy's land needs to support future employment growth from koneiU@cisondy.orus 2023 to 2043, assessing the adequacy of existing commercial and industrial land, and aligning economic development strategies with infrastructure LINK planning. EC0northvvest conducted o detailed inventory ofSondy'sland Draft Goals and Policies within the Urban Growth Boundary (UGB) and provided recommendations for updating the Economic Element of the Comprehensive Plan, supporting entrepreneurship among other strategic actions. The full Comprehensive Plan update is anticipated for adoption in Summer 2024. which will satisfy Statewide Planning Goal Vrequirements. Oty of 11�)allas U EEcoiinoiil Opportuil Aiinalys�s I IrI I I IN C I 10�R, | 20 21 Brian Latta EC0northvvest worked with the City of Dallas, Oregon to update its City Manager, Economic Opportunities Analysis (EOA) for its Comprehensive Plan. This City ofDallas project included crafting o buildable lands inventory and onemployment 503_831_3502 forecast that assessed the future needs for commercial and industrial land brion]otto@doUosor.gov through 2021. ECOnorthwest collaborated closely with a Technical Advisory Committee, the Planning Commission, and the City Council to refine the E04 and guide comprehensive policy updates based on detailed technical analysis and community feedback. The final adoption of the E04inApril 2021 culminated in a strategic roadmap for Dallas's economic development. This updated plan supports targeted industry growth and optimizes the city's land use. preparing Dallas for sustainable economic opportunities and infrastructure development aligned with future demand. Oty of I ualaftin U EEcoiinoiil Opportuil Aiinalys�s aind Fiousi'll ling I IrI I I IN C I Needs Aiinalys�s | OR 12020 Steve Koper Tualatin, while updating its Comprehensive Plan, worked with Assistant Community Development EC0northwestto develop on economic opportunities analysis and housing Director, City ofTualatin needs analysis, os well os policy analysis that will provide the basis for 503-691-3028 updating the Comprehensive Plan Housing and Economic elements. The skoper@tuo|otin.gov analysis will inventory buildable lands in Tualatin, including in Basalt Creek, to understand the amount and location of unconstrained buildable land. The housing needs analysis will identify the City's housing needs, both in terms of housing affordability and land availability, considering demographic, socioecononnic, and housing market trends that are affecting Tualatin. The economic opportunities analysis will identify opportunities for economic growth. The project involves working directly with technical and community advisory committees, os well os participating in two public open houses. ' � ECO Ashland Economic Opportunity Analysis Update PROPOSAL 9 Firm Experience Oty of McNiniiI U EEcoinoiiI Opportunffies Ainalys�s I IrI I I IN C I 10�R, | 20 21 Heather Richards ECOnorthwest conducted an Economic Opportunities Analysis for the City Community Development Director, of McMinnville, assessing the adequacy of its Urban Growth Boundary City ofMcMinnville (UGB) to meet future land needs through 2O4l. The project updated 503-474-5107 the City's previous 2Ol3E04 alongside o housing needs assessment heather.richords@nncnninnviUeor. and buildable land inventories for residential and employment uses. By con» integrating new data, public input, and refined forecasting nnethods, the analysis helped align KAcKAinnviUe's land use policies with its economic development strategy, ensuring that land allocations are sufficient to support anticipated growth and economic opportunities. The final report has informed necessary updates to the city'scomprehensive p|ons, promoting sustainable development and strategic economic advancement. Bear 0I Valley !Reg�oiiI EEcoinoiiI Opportuinffies Ainalys�s | OR | 2007 EC0northvvest worked with the Rogue Valley Council ofGovernments to develop oregional E04. in support of the Regional Problem Solving Process in Jackson County. The cities included in the regional E04 were: Medford, 4sh|ond, Central Point Jacksonville, and Talent. The E04 included on inventory of buildable commercial and industrial |ond, o forecast of likely employment growth and land demand in the region, and allocations of that growth and demand to communities in the region. Oty of Ashland EEcoinoiiIOpportuinffies Ainalys�s aind IiiIneintafion !::Ilain | OR 12007 For the City ofAshland, EC0 prepared an Economic Opportunities Analysis consistent with Goal V and 04R bbO-OOV and o plan for implementing the recommended policies. The project included a public involvement process to determine City economic development preferences. The City used the project to update the economic element of its comprehensive plan. OTHER ECONOMIC DEVELOPMENT PROJECTS Ashland Charnbeir of Cornirneirce U EEcoinoiiI 11�)�veiirsfficafioin I IrI I I IN C I Strategy | OR | 2022 Sandra Slattery The City of Ashland, Oregon was struggling with the legacy of its Executive Director, performing arts industry and the transition to o more resilient local Ashland Chamber of Commerce economy. EC0northvvest has worked with the Chamber and City officials 541- 8VO-38V7 on o plan to develop additional dusters and establish o balanced business sondro@osh|ondchomber.com climate. This process included significant stakeholder outreach and workshopping various concepts to craft viable paths to building the City's LINK healthcare, solar, and outdoor recreation industries. StoryMap ' � ECO Ashland Economic Opportunity Analysis Update PROPOSAL 10 Firm Experience ............................................................................................................................................................................................................................................. d Nflarnette Ininovai ion IFinub, Wd°°° 6uuI lininovaifion IIIFI,,IIIN C,I limb, III°1ourflain ' lininovaifion IFinub (EE'llngagerneint 011I Erik Andersson I C:7R 12022-2023 President, In response to a statewide call to action aimed at propelling high-growth SEDCOR firms to the forefront, we meticulously mapped out the entrepreneurial 503-837-1800 landscape, seeking to enhance networks and forge a vibrant, inclusive eandersson@sedcor.com ecosystem for innovation. The process included a systems approach to looking at regional business support networks partnered with extensive stakeholder engagement to workshop solutions. The end result leverages research and entrepreneurial resources to help more enterprises scale into traded sector anchors for their regions. .............................................................................................................................................................................................................................................. pity of lRedirnoind 11 SiiI IIE ushn ss Suppoirt IFinub I OVA, I OingoIiing I I IF I I I IN CI In partnership with OneEastside Spark and the City of Redmond, Margo Shiroyama alongside a network of 12 nonprofits, ECOnorthwest is spearheading Director of Special Projects, the development of a multicultural small business hub at the Bellwether OneEastside Overlake Village Station. Leveraging our experience in small business 425-785-4015 support, we've facilitated a coalition to develop a shared office space margos@oneeastside.org and a commissary kitchen initiative. The evolving plan promises a culturally responsive center designed to empower minority, immigrant, and women entrepreneurs. • • • • • -• • • • • • • • • • • • • • • A • • • `/ ECO Ashland Economic Opportunity Analysis Update PROPOSAL pUUW 11 Proposed Timeline Schedule The timeline and budget detailed here assume that there will be efficiencies in the economic trend analysis(TASK 2)with the concurrent Medford EOA effort being coordinated between consulting teams and City staff,and mapping tasks for the Buildable Lands Inventory that are being completed by the City of Ashland (TASK 4).Assuming these efficiencies,this work is anticipated to be completed several months in advance of the DLCD deadline(MAY 2025).Our approach to this scope integrates involvement from key project staff and specialists at ECOnorthwest with robust experience considering climate,equity,and local dynamics in Ashland throughout the project. I I I tl - tl tl tl ® tl I � I i tl tl tl tl � tl I ' I tl tl tl I I i I tl e®®tl I I �tl tl tl tl Task duration Draft Deliverable Final Deliverable CCUPC Meeting ,CC Meeting CCl/PC Committee Meetings . CC Committee Meetings o, J#1.Review Community Involvement Plan o, J#1.Draft EOA Study Session o, 4#2.Draft EOA Study Session o, 4#2.Final EOA Study Session o, 4#3.Final EOA Study Session o, 4#3.Public Hearing and First Reading o, 4#4.PC Public Hearing o, 4#4.Second Reading FV'J `, Ec0 Economic Development Strategic Plans PROPOSAL QUu 12 Estimated Cost ............... ................ TASK I TASK 2 TASK 3 TASK 4 TASK 5 TASK 6 TASK 7 ECOnorthwest Robert Parker,Project Director 290 10 15 15 4 15 12 8 79 $22,910 3 3% Mary Chase,Project Manger 155 30 25 30 6 20 20 8 139 $21,545 31% Barrett Lewis,Technical Manger 150 15 15 $2,250 3% Scott Goodman,Associate 135 20 15 20 55 $7,425 11% Beth Goodman,Senior Advisor 220 4 8 4 16 $3,520 5% Becky Steckler,Climate Advisor 230 4 4 $920 1% Tyler Bump,Sr Economic Advisor 265 4 4 8 $2,120 3% Kryn Sausedo,Sr Policy Analyst 195 12 10 22 $4,290 6% Analyst 95 20 20 10 50 $4,750 7% ECOnorthwest Labor Sub-Total 40 92 100 25 83 32 16 388 $69,730 100% TASK I TASK 2 TASK 3 TASK 4 TASK 5 TASK 6 TASK 7 Total ECOnorthwest Labor $7,550 $15,685 $17,025 $4,340 $14,990 $6.580 $3.560 $69,730 100% Direct Expense total $011, $01' $01' $01' $0 $01' $0 $011, 6% • %of Total Budget 11% 22% 24% 6% 21% 9% 5% FV,j 6!, ECO Economic Development Strategic Plans PROPOSAL 011 13 r `ww ROBERT PARKER SENIOR PROJECT DIRECTOR Bob Parker,AICP,is a Senior Project Director and Policy � Analyst who has been with ECOnorthwest since 1990. Parker has a Bachelor of Science in Natural Resource Management from Colorado State University and a Master's Degree in Urban and Regional Planning from the University of Oregon. Bob has been with ECOnorthwest for more than 25 years and specializes in economic development, housing, market analysis,and buildable land supply analysis. Bob is a member of the American Planning Association and has been certified by the American Institute of Certified Planners since 1998. In 2019, Bob received the Lifetime Achievement Award for Distinguished ® _ Leadership from the Oregon Chapter of the American Planning Association. Bob also serves as the Director of Strategy and Technical Solutions ® of the Institute for Policy Research and Engagement (IPRE)at the University of Oregon. Bob is the program director for IPRE's Economic 10- Development Administration University Center(EDAUC). IPRE's EDAUC ® provides technical assistance and economic development planning . ..- - support for communities and businesses throughout Oregon. IPRE has • developed Comprehensive Economic Development Strategies for • several Oregon economic development districts and is versed in the EDA CEDS requirements. IPRE also developed a guidebook and training on economic resilience. RELEVANT EXPERIENCE Cii-ty of Ashland I Economiic Mv rsffii a-horn Strategy I OR The city of Ashland, Oregon was struggling with the legacy of its performing arts industry and the transition to a more resilient local economy. ECOnorthwest has worked with the Chamber and City officials on a plan to develop additional clusters and establish a balanced business climate. This process included significant stakeholder outreach and workshopping various concepts to craft viable paths to building the City's healthcare, solar, and outdoor recreation industries. Comer lh ensiiv Plan Updates: Il onomii Il v llolpm it t Il Iemenli I WA ECOnorthwest has supporting comprehensive plan updates for various jurisdictions in Washington State. We are currently working on Comprehensive Plan economic element updates for the cities of Edgewood, Duvall, Orting, Des Moines, and Black Diamond. Mild°°WHIamette Valley Ilir nova-horn IHub I OR ECOnorthwest developed an implementable plan for a regionally focused, sector-agnostic innovation hub that will provide technical assistance to innovation-based entrepreneurs, and support and grow a regional innovation ecosystem. ECOnorthwest Robert Parker Mid°°Columbia Economic District Regional Innovation IHulh I R/WA ECOnorthwest developed an actionable plan and strategy for developing a "Regional Innovation Hub" intended to increase opportunities for innovative entrepreneurs in key traded sector industries to start and grow businesses in the region through developing a robust, connected support ecosystem. City of Redmond I Multicultural Business Support IHulh I WA In partnership with OneEastside Spark and the City of Redmond, alongside a network of 12 nonprofits, ECOnorthwest analzyed options for the development of a multicultural small business hub at the Bellwether Overlake Village Station. Leveraging our experience in small business support, we facilitated a coalition to develop a shared office space and a commissary kitchen initiative. The plan promises a culturally-responsive center designed to empower minority, immigrant, and women entrepreneurs. City of John IDay I Community Investment Strategy I OR ECOnorthwest worked with the City of John Day, preparing a community investment strategy (CIS) focused on economic and community development. The CIS included several technical studies, including market analysis of climate-controlled agriculture, a housing needs assessment, and a branding strategy. City of Springfield I Commercial & Industrial Buildable Il,,,,ands Analysis I OR Working with the City of Springfield, Winterbrook Planning, and the Transpo Group, ECO conducted a Economic Opportunities Analysis, a commercial and industrial buildable lands analysis, and an alternatives analysis to determine appropriate locations for Springfield to expand its UGB to accommodate employment and residential land uses. The project included an extensive public involvement program, evaluation of infrastructure impacts, and evaluation of transportation impacts. American Rescue Plain White Paper I OR ECOnorthwest partnered with the University of Oregon Institute for Policy Research & Engagement on a white paper outlining opportunities for strategic, transformational investments using ARPA funds in Oregon. City of McMinnville I Economic Opportunities niitiies Analysis I OR For the City of McMinnville, ECO developed an economic opportunities analysis to address the requirements of Statewide Planning Goal 9. The study included extensive stakeholder engagement, a buildable lands inventory, and an assessment of McMinnville's competitive advantages. City of Newport I Economic Opportunity niity Analysis I OR For the City of Newport, ECO developed an economic opportunities analysis to address the requirements of Statewide Planning Goal 9 for the City of Newport. As part of the project, ECO worked with a stakeholder group to develop an economic development strategy and action plan, which focused on guiding growth of key industries in Newport. Il llllensbuirg I Comprehensive Plain Update I WA Evaluated the market for retail development in Ellensburg, Washington. ,,A ECOnorthwest Robert Parker MARY CHASE PROJECT MANAGER Mary first joined ECOnorthwest in 2021 and supports a variety of projects in urban and economic development related to growth management and land use through research and data analysis to inform implementation-focused planning efforts. Mary has worked on a variety of comprehensive planning and land use projects for communities in Washington and Oregon,including economic opportunity analyses. She is experienced with translating complex analytical findings about demographic data,economic « trends,and development patterns into action-oriented policies and • '• - recommendations that guide future growth and development in line with community vision and goals. RELEVANT EXPERIENCE City of Ashland l 1Ecoinoryiic Diversification Strategy l OR l 2022 -« • '- ECOnorthwest worked with the Ashland Chamber of Commerce to create an Economic Diversification Strategy through • stakeholder engagement, data analysis, case study research, • ` •• and SWOT analysis, with the desired outcome of an actionable economic resiliency plan for Ashland. City of Millersburg l 11 conornic Opportunity ity Analysis l OR l Ongoing ECOnorthwest is developing an economic opportunities analysis (EOA) for Millersburg. The City will use this to update their Comprehensive Plan. Midtown Missoula Association l Midtown Master Plain l MT l Ongoing Midtown Missoula Association to create a community-driven plan that will guide development in Midtown neighborhoods that are anticipating large public investments in the Brooks Street BRT Corridor and a citywide zoning code reform project. ECOnorthwest is performing market and land use analyses, testing scenarios for feasibility of different development types, analyzing displacement risk, and creating an implementation plan. Confederated Tribes of the Colville Reservation l WA l Master Site 1Devellopirneint Plain l Ongoing ECOnorthwest is assisting the Confederated Tribes of the Colville Reservation Comprehensive Planning Department as a sub to the planning and engineering firm Akana to develop a Master Site Plan supporting sustainable business, commercial, and industrial park plans. Tr6Met l IRed 11,,,,ine Transit Oriented 1Devellopirneint: Wil1l1ow Creelk l OR l Ongoing ECOnorthwest is leading a team to complete a range of station area planning projects for prioritized MAX Red Line stations, in partnership with TriMet. These projects range from joint development feasibility analysis and strategic planning to development barriers and community gap analyses. City of Carrrnell l Market Study and Positioning Strategy l II11q l Ongoing ECOnorthwest is working on a citywide wide market analysis and positioning strategy to support the City's Department of Community Services in understanding current real estate market to develop a strategy to better position the city for growth in the post-pandemic environment. ECOnorthwest Mary Chase APAINO I Il qu iitalhlle Real l II state Strategy I OR 12022 ECOnorthwest developed a real estate strategy plan to guide Asian Pacific American Network of Oregon (APANO) to execute on its plans to acquire a site using American Rescue Plan Act (ARPA) funding. ECOnorthwest performed real estate market analysis and development feasibility analysis to identify potential sources of funding for a viable mixed-use affordable housing project. ECOnorthwest worked with Walker Macy, Salazar Architect, and Enterprise Community Partners to develop an Equitable Real Estate and Implementation Strategy Plan that included a vision statement for the project, a study of existing streetscape and infrastructure conditions, and analyses of zoning and development feasibility. pp"� ,'A ECOnorthwest Mary Chase SENIOR ADVISOR Beth is a Project Director and Senior Planner at ECOnorthwest with a professional focus on long-range growth management, land use planning,and policy analysis. Beth specializes in housing and economic development planning and policy analysis for cities and counties in the Pacific Northwest and across the western United States. She analyzes economic development growth potential, land need for commercial and industrial growth,and development of policies • • to encourage and stimulate economic growth. Beth has experience developing market and feasibility assessments,developing strategic plans for policy implementation,and developing surveys to investigate • `•• key policy questions. RELEVANT EXPERIENCE --. Cii-ty of Medford I Consolliidat d Plan I OR 12020 ... - Worked with the City of Medford Planning Department to update ® . ® the City's Consolidated Plan and Analysis of Impediments to Fair ® _ Housing for U.S. Department of HUD entitlement purposes. -• • • Cii-ty of North Pllaiins III GA and IHINA I OR 1 201 Evaluated residential and employment land base for City of North Plains. Conducted economic opportunities and housing needs analyses. ECO made recommendations for Comprehensive Plan and zoning policies. Stakeholder committee provided input. City to adopt analysis and revisions in Fall 2017. Cii-ty of Redmond I Economiic Oppoirtunii-h s Anallysiis I OR 12020 Developed economic opportunities analysis for Redmond's Comprehensive Plan update. ECO forecasted employment growth, buildable lands inventory, and potential growth industries. Our team analyzed needed sites within urban growth boundary. Cii-ty of Sandy I Comprehensiive Plan Update I OR 12024, Assisted City of Sandy, Oregon, in Comprehensive Plan update. Conducted Housing Capacity Analysis (HCA) and Economic Opportunity Analysis (EOA). Adopted by City Council in April 2024. Informed housing and economic development elements. Provided critical data for long-term planning. Comprehensive Plan update anticipated for adoption in Summer 2024. Cii-ty of Ashland I IHousiin Pirodu c-hoin Strategy I OR 12023 Development of strategies to support development of new housing, including engaging underrepresented groups in discussions of unmet needs and approaches that the city may take to better meet those needs. Cii-ty of Medford IHousiin Pirodu c-hoin Strategy I OR 12021 Building on the analysis of housing needs from the Medford Housing Capacity Analysis developed an analysis to identify unmet housing needs for underserved communities, lower-income households, and state and federal protected classes. The project resulted in the development of policies and strategies to meet these unmet housing needs, which Medford will implement over the next eight years. ECOnorthwest Beth Goodman Il onomic Opportunities Analysis (II C A) l OR l 2010°°°2023 Determining commercial and industrial land needs and provide technical analysis for a comprehensive plan update in Oregon cities of Ashland, Bend, Burns, Corvallis, Cottage Grove, Creswell, Eugene, Fossil, Grants Pass, Harney County, Harrisburg, Hines, Jackson County, Junction City, Lake County, Lake Oswego, Lakeview, Lebanon, Madras, Maupin, McMinnville, Mitchel, Newberg, Newport, North Plains, Ontario, Paisley, Philomath, Redmond, Salem, Sandy, Scappoose, Sherwood, Spray, Springfield, Sweet Home, Talent, the Bear Creek Valley., The Dalles, the Salem-Keizer Region, Tillamook, Tualatin, and Wheeler County. Economic opportunities analysis includes the development of long-term economic development strategy, inventory of suitable employment land, an assessment of infill and redevelopment potential, analysis of historical economic trends, identification of comparative and competitive advantages, development of an employment forecast, identification of potential growth industries, identification of the characteristics of needed sites for potential growth industries, determination of the sufficiency of employment land, and identification of the implications of the analysis for economic development. An economic opportunities analysis typically results in revisions to the City's comprehensive plans for economic development. City of S appoose l II C A, Comprehensive Plain update, and Urban Reserves l OR l Ongoing Working the city to develop an economic opportunities analysis, update the city's comprehensive plan policies, and establish urban reserves to provide opportunities to accommodate 50-years of residential and employment land growth. ,,A ECOnorthwest Beth Goodman !I �YDW��lPv� �411ijff% %� JJ �r ui IIJ Scott joined ECOnorthwest in 2022. He specializes in land use, real estate finance,and development feasibility.Scott has worked on a variety of comprehensive planning and 1xviri „ ''�?�, I� � �,,, land use projects for communities in Washington and Oregon,including economic opportunity analyses. Scott is skilled in market and feasibility J ail °JD assessment and directly engaging with community stakeholders.With degrees in urban and regional planning and education, Scott excels at breaking down complex issues into understandable pieces for a variety of audiences,while simultaneously keeping the big picture in focus. RELEVANT EXPERIENCE • - Il onomiic Oppoirtunii-lies Anallysiis (II CAA), IHousiing Capa ii-ty Anallysiis (FICA), and IHousiing Pirodu c-hon Strategy (IHPS) update l GIP l Ongoiing • ••• ` Developing a new housing needs analysis, economic opportunities • _ analysis, and housing production strategy for City of Eugene. This is a review of whether the urban growth boundary includes enough land to accommodate growth. The project is including a review of land use efficiency measures to increase capacity for development within the UGB. ®••- 10 Cii-ty of Wiilsonviille l IHousiing Needs and Capa ii-ty Anallysiis l GIP l Gngoiing Engaging in the ongoing second phase of the Housing Needs • « " � Capacity Analysis (HNCA) project for the City of Wilsonville, • ••• ` facilitating public engagement to understand residents' housing •• needs and share preliminary findings from the analysis. Cii-ty of Black 11 iiamond l Compr lhm nsiiv Plan Update (IlEconolmlc Il ll m nt) l WA l 202 Update the the City of Black Diamond's Economic Element of the Comprehensive Plan with review of historic trends and projected regional economic trends. Oregon Department of II,,,,and Cons irva-hon and 11 v llopm nt l Gd llll Communi-ty Plain l GIP l Ongoiing Undertaking housing capacity analysis, formulating production strategies, and implementing projects vital to urban growth and development in collaboration with cities, counties, and organizations, addressing housing and urbanization challenges. Oregon Department of II,,,,and Cons irva-hon and 11 v llopm nt l Salem IHousiing Pirodu c-hon Strategy l GIP longoiing Enhancing community development through comprehensive housing analysis, strategy formulation, and collaborative project implementation with cities, counties, and organizations. This involves adjusting urban growth boundaries and undertaking land-use projects for sustainable urban development and effective housing solutions. 1DII'"� ECOnorthwest Scott Goodman Business Park IFeasiilhiilliity Analysis l WA l Ongoing This project provides a localized market analysis of development feasibility within the North Central Neighborhood's Business Park. Regional and local land use visions and constraints informed a pro forma analysis of potential development outcomes utilizing residual land use valuation methodology. City of Tacoma l (Home in Tacoma (Phase III( Middle IHousing l WA l Ongoing The Home in Tacoma project is focused on providing recommendations in support of middle housing and affordable housing in low to mid-scale zones throughout the city. This project will support the periodic update to Tacoma's Comprehensive Plan and serves as an opportunity for Tacoma to set a new standard for innovative housing strategies more effectively achieving goals, create contextually sensitive regulations, and promote equity-centered policies. ECO has provided middle housing best practices guidance and alternatives evaluation support helping to model potential housing growth. ECO will test the development feasibility of a set of different policy options, in lieu fee, MFTE program changes, and affordable housing incentives (tiered bonus options) using pro forma development feasibility analysis and policy evaluation techniques including various middle housing prototypes. City of Madras l IHousing Capacity Analysis 01CA) l OR l 2023 Analyzed national and state housing trends, local housing trends, demographics, housing affordability, and forecasted household growth to understand future residential land needs and identify implications for residential development. Reviewed Urban Growth Management Agreement (UGMA) for future urbanizable land uses. City of Newport l IHousing Capacity Analysis 01CA) l OR l 2023 Analyzed national and state housing trends, local housing trends, demographics, housing affordability, and forecasted household growth to understand future residential land needs and identify implications for residential development. AARIP l I1,,,,iivalhlle Communities Technical Advisors IProgram l IMlatiion fide l 2022 ECO provided advisory services to AARP national for the Livable Communities Program. Scott provided support (such as policy briefs, best practice examples, research, analysis) and prepared reports/presentations/ workshops for local jurisdictions in diverse locations across the United States (receiving AARP grants) on a range of housing issue topics identified by grant recipients such as supporting ADU development and other Middle Housing strategies. City of Newport l IHousing Production Strategy (IHIPS) l OR l 2023 Developed a prioritized list of actions that the City can take to encourage new housing development that meets the needs of the City's residents, specifically at low- and medium-income levels. City of Aulbuirn l IHousing Action Plain Implementation l WA l 2023 This project was an implementation of strategies developed by ECO for the Auburn Housing Action Plan. The project evaluates development incentives to support affordable and workforce housing in Downtown Auburn with a consideration for residential displacement, particularly in neighborhoods with communities at high risk of displacement. The project identifies locations suitable for middle housing allowances in single-dwelling zones. Washington State Department of Commerce l Condo Conversion Review l WA l 2023 On behalf of the Washington State Department of Commerce, ECOnorthwest reviewed issues associated with the conversion of multifamily buildings to condominium ownership. This included an assessment of the current housing market and affordability of condominium conversions, especially for first-time homebuyers; identifying statutory, regulatory, financial, or other barriers to condominium conversions as a viable source of housing supply for first-time homebuyers; and measuring impacts to tenants caused by the conversion of multifamily buildings to condominium ownership. ECOnorthwest evaluated the adequacy of programs and resources for tenant rental relocation and other assistance as well as programs in other states using condominium ownership as a first-time homeownership opportunity, including those focused on employer- specific programs for teachers, police officers, firefighters, or other public service occupations in high-cost areas. ,,A ECOnorthwest Scott Goodman I � CLIMATE ADVISOR Becky Steckler, AICP is a project director at ECOnorthwest and has over 25 years of experience managing land use, transportation,economic development,and strategic planning projects. Becky rejoined ECOnorthwest in 2022 and works 1 on a wide range of projects related to reducing GHG emissions and adaptation and resiliency in the built and natural environments. She is a prolific public speaker and regularly participates in policy work groups and task forces including Oregon's Legislative Task Force on Autonomous Vehicles (2018-2019)and currently serves on the American Planning Association's Trend Scouting Foresight Panel (2022-2023) and the NCHRP 20-102(34) AVs and Land Use Advisory Committee (2023-ongoing). Prior to working at ECOnorthwest,she was the Program Director at * * the Urbanism Next Center at the University of Oregon where she conducted technical research on the secondary impacts of emerging technologies — new mobility,e-commerce and goods delivery,and * AVs—on land use, urban design, building design, transportation, and real estate and the implications of these changes on equity, health and ® ®® safety, the economy, and the environment. She also has experience working for the Oregon Chapter of the American Planning Association, the Oregon Department of Land Conservation and Development, and the California Coastal Commission. RELEVANT EXPERIENCE City of Sa rw Carlos l Greenhouse Gays Ilia 11,,,,ieu IFee l CA l Ongoing Evaluating the feasibility of an in-lieu fee for life sciences buildings not meeting San Carlos's electrification and greenhouse gas reduction standards, including market analysis to offset GHG emissions impact. Washington State IDept of Agriculture l C116rna to Resiliency Plain l WA l Ongoing Leading the creation of a Climate Resiliency Plan for the Washington State Department of Agriculture to assess risks, stakeholder needs, program capacities, and action steps for a sustainable agricultural sector. Marion County l Opal Creelk IPr rwi6se Ilrwiplerneinta tion Plain l OR l Ongoing Assisting Marion County in developing an evaluation framework and implementation plan for the $12 million Opal Creek Promise funds, aiming to bolster the Santiam Canyon economy's recovery and long-term development post-fire. Ta lhoe Regional Planning ning Agency l C116rna to Resilience Metric Il ashlboard l INV l Ongoing Leading the development of a Climate Resilience Dashboard for the Tahoe Regional Planning Agency, selecting and evaluating climate-related metrics to reflect environmental goals, and enhancing transparency and communication regarding the health of Lake Tahoe. pr LA ECOnorthwest Becky Steckler Transportation Research IBoard of the IMational Academy l Revenue Strategies for IMew Mobility l IMationwide l Ongoing Led an interdisciplinary team to develop a toolkit for state and local agencies, focusing on revenue strategies for new mobility modes in personal and goods delivery sectors, addressing cost recovery, equitable mobility, and GHG emission reduction. City of Il,,,,yinin d l Il qu iitalhlle Iparks Capital Improvement Plain °° Financial Plain l WA l Ongoing Assisted the City of Lynnwood in creating a financial plan for their Parks, Recreation, and Cultural Arts Capital Project, including an impact fee rate study, a 10-year park revenue forecast, and identifying funding sources, along with conducting a streetscape maintenance cost analysis. Kiittiitas County & Mature Conservancy l Clle Elum Ridge Economic Analysis l WA 2023 Conducted an economic analysis for the expansion of the Teanaway Community Forest, assessing conservation, community benefits, and impact mitigation for The Nature Conservancy and key partners in Kittitas County. City of Portland l Matuirall Resource Service IDelivery Inventory Assessment l OR l 2023 Conducted an inventory and assessment for multiple Portland bureaus, identifying programmatic overlaps in nature services, green infrastructure, and urban watershed management, leading to recommendations for enhanced service delivery and community engagement. pp"� ,'A ECOnorthwest Becky Steckler �� LEWIS �� U U ��~��~�� TECHNICAL,"^ ~"~�� "~"��^ ~��~'"_^` Barrett Lewis iso Technical Manager otECONorthvvest with o background in policy analysis and geographic information systems. Since starting this role in202l. Barrett has conducted several buildable lands inventories regarding housing and employment |onds, parcel analyses calculating assessed values and/or total area of given study areas, recreational trail analyses,and area demographics. Before starting, Barrett accomplished successful projects with organizations such os Transition Projects,developing an interactive map to track individual and overall retention rotes for persons who recently exited the orgonizotion's housing subsidies programs, the City of Portland Bureau of Planning and Sustoinobi|ity. evaluating the City's Open Data Program by identifying best practices for open data policies and comparing Portland to37other municipalities in the United Stotes� and the Oregon Department of Transportation, researching and evaluating the Department's use of Cost-Benefit Analysis through the use of qualitative data. Barrett has o Master of Public Policy Degree from Portland State University,o Bachelor's in Political Science from the University of Arkansas,and o S|S Certificate from Portland Community College. RELEVANT �`��|�N(�� /`'_�-'_ vr�/ v / EXPERIENCE City of Aulburin l Housing Action PUainUmmpUemmeintation lWA l Ongoing Calculated the feasibility of parcels within the city limits of Auburn, VV4 in terms of housing prototypes such os duplexes, triples, and more. Created maps and tables of these parcels in relation to parcel size, zoning, and existing infrastructure. City of 11 elbainoin l EmmpUoymmeint Opportunities Analysis l OR l Ongoing Developed a buildable lands inventory as part of an economic opportunities analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Lebanon, Linn County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Madras Housing Needs Analysis l OR l Ongoing Develop a buildable lands inventory as part of a housing needs analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Madras, Jefferson County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Madras SmmaUU Business Update l OR l Ongoing Inventory of employment lands within Madras by commercial and industrial zoning identifying developed and vacant land by improvement values and visual confirmation by way of satellite imagery. Output of mapped areas showing rood network and data in tabular format. City of Madras UGIB 11 and Exchaingel OR l Ongoing Determine areas of suitability according to guidance by the OOLC and state administrative rules for the annexation into Madras' Urban Growth Boundary in exchange for a selected area of land. Site suitability i's an iterative process considering County zoning, parcellation, area constraints, and proximity to the UGB. ~o ECOn(]rthyyeSt Barrett Lewis City of Manzaniita l IRevenue Diversification Study l OR l Ongoing Calculated total assessed values and total land area for the City of Manzanita by property classes, as well as determined and mapped the density of short-term rentals within the City. Also calculated road mileage for the area. City of Millersburg l IEmployment Opportunities Analysis l OR l Ongoing Develop a buildable lands inventory as part of an economic opportunities analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Millersburg, Linn County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Miill aulkiie l IHousing Capacity Analysis l OR l Ongoing Updated the City of Milwaukie's 2020 Oregon Metro buildable lands inventory by incorporating new development building permits and updated assessor values. The inventory was updated using ArcGIS Pro, based on information from the City of Milwaukie, Clackamas County, and constraint data by Oregon Metro. City of Newport l IHousing Capacity Analysis and IHousing Production Strategy l OR l Ongoing Developed a buildable lands inventory as part of a housing needs analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Newport, Lincoln County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Olympia l Annexation IFeasiilhiilliity Study l WA l Ongoing Conducted parcel analysis to determine the City of Olympia and the proposed Urban Growth Area for annexation's total assessed values and land area. An overview of the City and its road structures was mapped, as well as utility infrastructure in the UGA for services such as sanitary sewer, stormwater, and water. Fire and Sheriff districts were also mapped, as well as geocoded call data concerning both. City of Sandy l Comprehensive Plain Update l OR l 2024 Developed a buildable lands inventory as part of a housing capacity analysis and economic opportunities analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Sandy, Clackamas County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of S appoose l 50 Year Plain l OR l Ongoing Developed a buildable lands inventory as part of an economic opportunities analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Scappoose, Columbia County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Toledo l IHousing Capacity Analysis l OR l Ongoing Developed a buildable lands inventory as part of a housing capacity analysis to identify unconstrained buildable land. The inventory was developed using ArcGIS Pro, based on information from the City of Toledo, Lincoln County, and constraint data by FEMA, Oregon Department of Geology and Minerals, and more. City of Kirkland l IRevenue Study l WA l 2022 For the City of Kirkland, WA, calculated and mapped demographic information such as median income, percent of minority population, and population under the federal poverty limits. Assessed values were calculated and mapped by block group as well as neighborhoods, in addition to population density, taxable values per single-family residential units, and average home values. Number of traffic citations was also mapped along neighborhood boundaries. Sai tiiairmfl Canyon l Il onomii Impacts and Opportunities l OR l 2022 Natural resources project that involved mapping county, city, census, zip code, and wildfire perimeter boundaries of the Santiam Canyon area. More strenuous mapping involved soil burn severity levels, land management, seasonal and recreational vacancies, and demographic mapping of income and race, as well as detailed overviews of the park area including campground, look out, and picnic area locations. Uri" ECOnOrthWeSt Barrett Lewis i SENIOR POLICY ANALYST With a decade of experience in the public sector, Kryn is deeply familiar with economic development projects and crafting actionable strategies. His portfolio includes g g� statewide recovery plans, local economic resiliency strategies,small business support programs,and innovation hub development plans. He prioritizes collaboration and values the insights of local stakeholders, combining data with lived experiences in an iterative process to develop « « effective and thoughtful solutions. • RELEVANT EXPERIENCE Mid°° illa rnette Innovation IHulb, Mid Colluirwilbia Innovation IHulb, Portland Innovation IHulb (Il rwga gerneint orwlly)l OR l Ongoing Responding to a statewide effort to foster high-growth firms, • « maximize linkages between sectors and create a more inclusive • ` ••` innovation ecosystem, these hub development projects are nearing completion. The process has included a systems approach • to looking at regional business support networks partnered with extensive stakeholder engagement to workshop solutions. The end result will leverage research and entrepreneurial resources to help more enterprises scale into traded sector anchors for their regions. City of IEverett l Iinvestirneint IPla rwrw6rwg l WA l 2022 As part of a consultant team, ECOnorthwest worked with the Local Initiatives Support Corporation (LISC) to develop investment plans for two economically diverse areas in central Puget Sound: South Everett and Skyway. The firm reviewed a variety of data to understand the economic landscape, the composition of local businesses, commute trends, and commercial and residential lease rates. ECOnorthwest also provided ongoing technical assistance to LISC during the implementation phase. City of Ashland nd l IEconornic Diversification Study l OR l 2022 In response to multiple disruptions to their local economy in the past five years via wild fires and the pandemic, the Ashland Chamber of Commerce secured funds to explore how their local economy could be more resilient. This study included in-depth economic analysis, dozens of stakeholder calls, site visits and hundreds of survey results. The final plan includes both pragmatic recommendations along with bolder opportunities to gradually expand certain sectors to create a more balanced local economy. TIr6Met l Better IRed Station Area IPla rwrw6rwg l OR l Ongoing The overarching purpose of the Better Red Station Area Planning project is to stimulate catalytic projects that will shape growth on the MAX Red Line extending from the Portland International Airport through Downtown Portland to the City of Hillsboro. These projects will build on TriMet's long tradition of Transit-Oriented Development (TOD), with a focus on equitable development outcomes. ECOnorthwest is leading a team to complete a range of station area planning projects for prioritized MAX Red Line stations, in partnership with TriMet. These projects range from joint development feasibility analysis and massing studies to development barriers and community gap analyses. ECOnorthwest Kryn Sausedo IHill Masteir IPlain Update I IPA 12022 An expansive, traditionally African-American neighborhood in Pittsburgh engaged ECOnorthwest to undertake a large update to the neighborhood's master plan. While the focus was on traditional areas such as housing and business district development, a strong equity lens was applied to the project, weaving a multitude of wealth- generation opportunities into the plan's strategies. oregon Business Development Department I CC VIID 19 Recovery Plain I OR 12022 The Oregon Business Development Department ("Business Oregon" or "Department"), with support from the United States Economic Development Administration (EDA), solicited assistance for a a COVID-19 economic recovery plan that provides a roadmap to guides Business Oregon's efforts in contributing to statewide economic recovery. This included an in-depth analysis of the regions, industries, and workforce most affected by COVID-19 and strategies for urban and rural communities to return to a more equitable and resilient economy. Best practices from across the country were woven into the plan and recommendations for how existing state programs could be best leveraged were developed. Business Competitiveness Study I WA 12022 Working closely with the Lieutenant Governor's Office, this project took an expansive review of the state economy and how successful it was in generating quality jobs and growing businesses of every size. Engagement included dozens of stakeholder conversations, many focus groups of diverse groups throughout the state, and a robust online survey. The study included sector-specific SWOT analyses and an indepth review of appropriate metrics to gauge success in an equitable economy. The results spanned workforce housing, upskilling and small business development. The study is supporting a variety of state legislative efforts. Tillamook County AIRIPA Girant Selection I OR 12022 In receipt of millions of flexible federal funds, the County of Tillamook requested assistance reviewing recent engagement efforts to highlight community needs. The team then built the infrastructure to solicit funding applications from both public and community partners and undertake review of those applications. The client was then able to equitably make funding decisions that both addressed immediate needs as well as long-term investments. ECOnorthwest Kryn Sausedo / oho if eph it",,iIIG ' q TYLER BUMP SENIOR ECONOMIC ADVISOR Tyler has been working with cities, business districts, and community-organizations to support equitable development efforts for over 19 years. Tyler focuses on the intersection of land use planning and real estate investment that advances equitable housing,economic development,and sustainable development goals. To support these goals, he works with clients to develop and implement creative strategies that leverage public and private sector investment through changes to land use and development « standards, regulatory requirements,and funding strategies. He also • • • ••• provides advisory services to local governments and business districts to ® a develop and implement strategies that advance economic development, «.« business growth,and community revitalization goals. Tyler leads ECOnorthwest's Urban Systems practice across the firm. ® - . The Urban Systems practice is an integrated multidisciplinary team - _ that includes work in housing and development policy,economic development, TOD,transportation economics,and business analytics. RELEVANT EXPERIENCE City of IRedirnoind l IEconornic Study of IRedirnoind Centers l WA l 2023 Revamped incentive packages for City centers transitioning to a points-based structure. Integrated categories like affordable housing, inclusive design, and green building, meticulously designed a comprehensive system, fostering urban development with enhanced affordability, inclusivity, and sustainability. Oregoin Business Council l Portland nd Central ll City Ta slk (Force l OR l Ongoing Managing and engaging with Oregon Business Council's Portland Forward Task Force and its subcommittees. ECO is providing project support, stakeholder engagement, and analysis to facilitate vision development, progress measurement, and commitment securing for Portland's central city improvements. City of Ca rimell l Market and Positioning tudy l IIIIq l Ongoing Engaging in city-wide market analysis, formulating strategic positioning for City's Community Services; addressing real estate dynamics post-pandemic, examining trends, and evaluating growth opportunities to empower informed decision-making for sustainable resilience. (prosper Portland nd l TIflF Analysis l OR l Ongoing Reviewing TIF district impacts, analyzing fund flows, assessing utilization, and exploring community outcomes' ties while aiming for comprehensive insights to steer future policy decisions and community development strategies with Prosper Portland. City of Vancouver uver l C rwiprelheinsive Plain Update l WA l Ongoing Supporting the City of Vancouver's Comprehensive Plan update, focusing on housing, economics, and equity analysis; aiming to create an updated policy framework for land use responding to evolving community trends, with a 20-year horizon and a vision for 2045. pr ,A ECOnorthwest Tyler Bump Prosper Portland I Central City and Corridors I OR I Ongoing Analyzing economic, business, and real estate conditions for Prosper Portland, emphasizing the Central City and Commercial Corridors citywide. In the Central City, focusing on employment changes, particularly within traditional and creative businesses across nine sub-districts. Additionally, aiding the neighborhood economic development team by summarizing commercial corridor trends for Portland's equitable economic development strategy. Missoula Midtown Association I Midtown Masteir Plain I MT 1 202 Led a team to craft a comprehensive Master Plan for Missoula Midtown, concentrating on housing, jobs, and transit. The team analyzed markets, assessed feasibility, and created strategies to surmount financial and regulatory hurdles while ensuring fair development for all stakeholders. Metro I Comprehensive Il onomii Development Strategy and IFutuire Il onomy I OR 12022 Contributed to Greater Portland Inc. and Metro's new Comprehensive Economic Development Strategy (CEDS) & Recovery Plan. Drafted papers analyzing COVID-19's economic effects, including automation, e-commerce, and remote work. ECO identified strategies to mitigate impacts and leverage opportunities, crafting sector- based actions for equitable regional growth. Multnomah County I IEconomic Prosperity Initiative I OR 12021 Conducted extensive research, outreach, and report prep on economic prosperity and anti-displacement in East Multnomah County. We outlined strategies to mitigate displacement risks, foster growth, and offer actionable insights for policymaking and community initiatives. City of IMorir andy Park I Il onomic Comprehensive Plain Implementation I WA 12021 Updated Economic Development Element in City of Normandy Park's plan, conducted market & SWOT analyses, reviewed town center regulations. Our recommendations informed actions to support retail/services, leverage town center potential, and incentivize its redevelopment. Washington County I IHII)200) Implementation Market and Il onomic Analysis I OR 12021 Analyzed financial feasibility for middle housing in urban unincorporated County areas, aligning with Oregon House Bill 2001; evaluated regulatory options to guide development code amendments. ECO continuously advised County staff on policy choices IDenveir Regional Council of Governments (IDIRCOG) I Regional IHousing INeeds Assessment I CO I Ongoing Assisting Denver Regional Council of Governments in crafting its first Regional Housing Needs Assessment (RHNA). Phase I involves methodology creation, addressing shortages, homelessness, and population growth. Phase II delves into systemic barriers analysis and strategy development for future Regional Housing Strategy. Extensive stakeholder engagement and focus groups aim for a cohesive regional housing approach. Washington State Department of Commerce I Middle IHousing Modell Ordinance I WA I Ongoing Crafting model ordinances for middle housing adoption, aligning with HB 1110 legislation, aiding Washington State's Department of Commerce. Aim: adaptable ordinances for diverse-sized cities to effectively implement middle housing solutions statewide. Small IHousing B.C. I Middle IHousing Support I B.C. I Ongoing Advising Small Housing BC on land development economics regarding local and provincial middle housing policies. Phase one involves advisory services; phase two assists local jurisdictions in formulating middle housing policies for enhanced province-wide housing strategies. City of Il,,,,ouiisviilllle I IHousing Plan I CO I Ongoing Leading a housing study for the City of Louisville in partnership with Logan Simpson. ECO is engaging stakeholders to understand housing needs, assessing affordability challenges, and formulating strategies to address unique challenges and specific needs. ECOnorthwest Tyler Bump r `ww C I T Y OF ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... EXHIBIT B PROPOSAL FORM Proposals should be prepared and organized in a clear and concise manner and must include all information required by this RFP. Headers,Titles or Tabs should be used to identify required information. Responses to the Evaluation Criteria found in Section 4 shall be organized in the same order listed in that Section, preferably by re- stating the criteria and then responding below the restated criteria. REQUIRED RESPONSE DOCUMENTS THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR RESPONSE: (Place a check in front of the item indicating inclusion in your response) X❑ RESPONSE TO ALL EVALUATION CRITERIA listed in Section 4 T] SECTION 8 - Proposal Form X❑ Independent Contractor Certification MWESB INFORMATION The City encourages contracting with minority owned, woman owned, and emerging small business(MWESB). The State of Oregon offers a certification process. Indicate below if your business is a MWESB and if so, which categories have been state certified. MWESB certified? Yes_No . If yes, indicate which categories below: Minority Owned_ Woman Owned_ Emerging Small Business_ Veteran Owned_ ACKNOWLEDGMENT OF RECEIPT OF ADDENDA TO PROPOSAL DOCUMENTS: Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 1, 2, 3,4, 5, 6, 7, 8, 9, 10 Check if not applicable or if no addenda were received: X OSBEELS/OSBGE/ORBAE No.(s) Provide name(s), title(s), and certification number(s)for each Key Person listed under Section 6.3(b). Attach additional sheet if necessary) Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: 131 Pa , e C I T Y OF .....................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................� PROPOSER INFORMATION: ECOnorthwest Proposer Company Name 222 SW Columbia St,Suite 1600 Company Address (from which work will be performed) 503-222-6060 93-0639592 Telephone Number Fax Number FEDERAL ID NUMBER Printed Name of Person Signing RFP: Bob Parker Title: Senior Project Director Signature: Email Address: parker@econw.com 14 ( Page r `ww C I T Y OF ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under penalty of perjury, certifies that(a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service (IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or(iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. _X (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. _X (2) Commercial advertising or business cards or a trade association membership are purchased for the business. _X (3)Telephone listing is used for the business separate from the personal residence listing. _X (4) Labor or services are performed only pursuant to written contracts. _X (5) Labor or services are performed for two or more different persons within a period of one year. _X (6) Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. Consultant's signature 4/24/2024 Date 15 1 P a , e r • • • r - ®® e - -I III IC I• ® -- • • •• a• , e e Prepared For CITY OF ASHLAND, OREGON April r N, o u, rrr, Prepared By Kosmont Companies Mailing: 1601 N Sepulveda Blvd, #382 Manhattan Beach, CA 90266 Office: 2301 Rosecrans Avenue, Suite 4140 El Segundo, CA 90245 (424) 297-1070 ko srinon companies sauce 1986 April 26, 2024 City of Ashland Planning Department Attn: Veronica Allen 20 East Main Street Ashland, OR 97503 Delivered via email to veronica.allen@ashland.or.us Re: City of Ashland 2024 Economic Opportunity Analysis Update Dear Ms. Allen, Planning Department, City Staff, and Selection Committee: Kosmont & Associates, Inc., doing business as Kosmont Companies ("Consultant" or "Kosmont") is pleased to present this proposal to the City of Ashland ("Client" or "City") for Economic Opportunity Analysis ("EOA") consulting services. Kosmont, a certified Minority Business Enterprise ("MBE") and Small Business Enterprise ("SBE"), is a full-service local government, economics and real estate advisory firm with an over 37-year track record of working with cities and public agencies on economic development / strategies, real estate / retail market analyses, and public private projects, as well as the management of real estate and public finance transactions exceeding$10 billion. Kosmont has provided hundreds of cities and other public agencies with economic development services since 1986. In that time, Kosmont senior staff have evaluated fiscal impact, market and financial feasibility for over 1,000 development proposals of every land use in urban, suburban and rural locations. Kosmont is well-positioned to offer the City a comprehensive market analysis and deliver an Economic Opportunity Analysis Report of commercial and industrial uses based on economic trends now and into the future. At Kosmont, we take pride in our ability to stay up to date with the changing dynamics of the economic development, commercial, and industrial sectors. The industrial and commercial sectors have undergone significant transformations in recent years driven by factors such as the rapid growth of e-commerce platforms, reducing large footprints for retail and office, advancements in technology, and changes in work patterns post-pandemic. Moreover, we recognize the evolving trends in the Pacific Northwest, including the impacts of climate change on particular industries. Some industrial, commercial, and manufacturing industries have also experienced significant decreases in availability of an experienced workforce and a lack of resources to create more jobs to meet demand. Kosmont is committed to aligning strategies with these trends to assist the City in successful endeavors. Kosmont Companies Mailing Address:1601 N.Sepulveda Blvd.,#382 (424)297-1070 Physical Address:1230 Rosecrans Ave.,#630 Manhattan Beach,CA90266 www.kosmont.com Manhattan Beach,CA90266 CITY OF ASHLAND, OREGON k o sIAk 2024 Economic Opportunity Analysis Update companies 'Ince I M Kosmont has decades of experience working with diverse groups, various jurisdictions, and multiple consultants. The Kosmont Team understands how and when to collaborate on project processes, coordinate project deliverables, and foster effective community engagement while meeting key deadlines and staying within budget. What sets Kosmont apart is our hands-on experience, practical perspective, industry relationships, and understanding of how current market trends affect the retail real estate landscape (tenant mix and land use) and investment in a community. We are aware of no other firm that possesses the combination of credentials and experience that Kosmont can deliver. Kosmont believes that our proposal supports the conclusion that we are exceptionally qualified to support the City's requirements. Kosmont is enthusiastic, ready and available to provide the requested services when called upon and look forward to the opportunity to assist the City. We are available to discuss our proposal further at your convenience. Sincerely, Larry J. Kosmont, CRE° Ken K. Hira Chairman and CEO President Kosmont Companies (424)297-1070 Follow Kosmont: @KosmontTweets www.kosmont.com l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update III � SECTION 1. FIRM EXPERIENCE AND QUALIFICATIONS PAGE 1 - 4 SECTION 2. TEAM RESUMES PAGE 5 - 9 SECTION 3. RELEVANT PROJECTS AND REFERENCES PAGE 10 - 16 SECTION 4. APPROACH TO SCOPE AND TIMELINE PAGE 17 - 19 SECTION 5. COST ESTIMATE PAGE 20 SECTION 6. REQUIRED DOCUMENTS PAGE 21 - 27 KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 o uvww.kos mont.com ►sm�n . umpan s CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update kosm0Y1 companies since 1986 l CITY OF ASHLAND, OREGON • 01 2024 Economic Opportunity Analysis Update ail � KOSMONT • " OVERVIEW KOSMONT AND ASSOCIATES, INC. DBA KOSMONT COMPANIES Established 1986 - 37+years in Business - www.kosmont.com Physical/Headquarters: 2301 Rosecrans Avenue, Suite 4140, El Segundo, CA 90245 Mailing: 1601 N. Sepulveda Blvd. #382, Manhattan Beach, CA 90266 k o sio mAk 4on . companies Kosmont provides services to Clients in-person,virtually from satellite locations,and since,IP86 from the El Segundo headquarters across the Western U.S. Kosmont, a certified Minority Business Enterprise ("MBE") and certified Small Business Enterprise ("SBE"), is a real estate and economic development services firm offering a full range of real estate and financial advisory, economic development strategies/plans, retail/business strategies, project finance, transaction structuring, negotiations, market analysis, feasibility studies, special district analysis, community outreach/project implementation services for both the public and private sectors. Kosmont was founded in 1986 by Larry J. Kosmont, Chairman and CEO, and is nationally recognized. With decades of advisory services, Kosmont has assisted hundreds of public agencies in their quest for services and successful public private projects. What sets Kosmont apart is our understanding of how economics relates to future project shaping, as well as our understanding of both the public and private sectors. Kosmont will integrate our established ability, strengths, seasoned experience, and hands-on approach to deliver the requested consulting services. Rather than just write reports, Kosmont believes in a comprehensive approach to advisory services that Analyzes, Strategizes, and Implements. A brief highlight of our services is as follows. Economic Development Consulting Services Planning and Development Services • Economic Development Strategies (EDSP/CEDS) • Project Evaluation • Kosmont Retail NOW!° Platform • Project Financials & Pro-Forma Assessment • Special Districts (EIFD, CRIA, CFD) • Property Acquisition/Leasing • Downtown Revitalization • Land Use/Entitlements • Asset Management Plans • Due Diligence Reports • Developer Selection RFQ/RFP & DDA/ENA Real Estate Economics& Financial Advisory Services • Sustainable Economic Development • Fiscal & Economic Impacts • ROPS & RDA Dissolution Advisory Services • Project Economics, Highest& Best Use (HBU) & Market Studies Land Use/Zoning and Community Planning Services • Public & Private Financing Structures • Development Opportunity Reserve (D.O.R.)° • Affordable Housing(Pro Forma, Housing Element, • Sales Tax Assessment Revenue (STAR*)° Negotiations, Feasibility) • Other Zoning& Implementation Strategies for Economic Development Kosmont's Mission Statement is the pursuit of four pillars of strength: Innovation, Integration, Integrity and Intelligence. We are on the cutting edge of products and services; we achieve financial success for our public and private sector clients, we are committed to community prosperity and quality of life, and our professional standards are of the highest caliber. KOSMONT COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o smj' comimnio l CITY OF ASHLAND, OREGON • • 2024 Economic Opportunity Analysis Update ail � Kosmont is a full-service firm which also provides various integrated services through Kosmont Realty ("KR") and Kosmont Financial Services ("KFS"). KR is a full service and licensed real estate brokerage firm and KFS is a public finance firm providing financial advisory services, and is registered with the SEC. In the aggregate, Kosmont Companies, KR, and KFS have extensive experience working with local and State government on real estate transactions between public agencies and private parties and structured project financing involving public and private funding sources. Collectively, Kosmont provides public agencies broad access to real estate consultants and brokers, public sector deal structure experts, and public-private financial advisors. We know of no other integrated set of companies that can provide a full complement of Economic Development Services, Real Estate Brokerage, and Municipal Advisory. Our diverse roles and experience in the real estate and financial industries have made us highly adaptable and skilled for this type of assignment. The chart below represents Kosmont's wide-array of integrated services. KOSMONT COMPANIES SERVICES OVERVIEW �. a �k gAa """ KOSMONT ADVISORY SERVICES KOOSMONT REALTY KOSMONT FINANCIAL SERVICES ADVISORY BROKERAGE. PUBLIC FINANCE wwwK®srmarrtr«arrrii424I29 tra70 Kysrmiar#Reaty-cairrril424I29 trri .Kosm,,ortFinancialcrrmit4241 -11073 CertrfieJ!MBE& SBE iCertrYedMBE Cerfified'MB?E Since 1986*Full Service* integrated'*Experienced* ECONOMIC DEVELOPMENT,HOUSING, PROF"ERTYSALES,LEASING„ PUBLIC FINAN EADVISOR"Y PU BL,IC-PRIVATE PROJECTS, PRO,J'ECT'IMPLENENTATION ASSETSERVIOES,SURPLUSLANoA T AllI)TRANSACTICNSERVICES • Public!Private Transactions • Brokerage(CA DRE #0 5 15) • 'S-EEIMh ISRR Registered Municipal Advisar Structurnng lProject Shaping JEartrttemnents Surplus Land Act I • Lease Revenue Bonds • ;s S�j • Developer Selection RFOI'P&ENAIDDA Adv sery, C'omp6awrce, & Transactions . Pension Advisory Services ■ Project Funding t Financing Strategies . Real Estate Market Analysis and ■ Tax Increment Financing JTIFj Funding • Housing Analysis 9 Strategies Negotiations EfFD/CRIA./Housing/Climate Dr'strmcts Housing EderneutasEcanomroDeveioprrer#` . Buy tSell,I Lease IGround Lease • Land-Secured Financings( FDs 9 AD) • TIFs, EIFD,C"RIA, Climate Districts (CR:D) ■ General'Fund&Lease Financings /4rradlmsrs arira4 r�crmanatrorr Developer Buyer Selection • Publi rivate Pin rtnersh i Ps JP3j • Kosmont Retail NOW!g ■ RF P A ENAtDDA Negotiations /4mPalyt-es/Recrurtrrremrt./F3redretre«e�4.d. Utility tfntebrp�risn Lease Financings • Zoning Implementation • Ir�'arketM� Fe4asibilit�rAnaltrsis • Private Placem�e-rMts Varluation/BrokerOpinion of value(BOV) . Financial Scorecard t Financial Planning • Economic Development Strategies t Plans ■ Asset ManagementPlarrs • Energy,Srustainability,Infrastructure • Fiscal Impact I Economic Benefit Studies rGman Ffrfartcrrrg rr' agrarms' KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com osA n companks l CITY OF ASHLAND, OREGON • • 2024 Economic Opportunity Analysis Update ail � KOSMONT COMPANIES & LARRY J. KOSMONT ARE PROUD RECIPIENTS OF THE FOLLOWING AWARDS: • California Association for Local Economic Development(CALED) Awards of Excellence Program "2024 Award of Excellence for Economic Development Partnerships —City of Pacifica Vision 2025 & Beyond" • California City Management Foundation (CCMF) Kosmont Companies is the proud recipient of the "2022 CCMF Corporate Sponsor of the Year Award" • Southern California Association of Governments(SCAG) Sustainability Award "5/2019—City of Placentia" • California Association for Local Economic Development(CALED) Awards of Excellence Program "2017 Award of Excellence for Economic Development Partnerships — Redondo Beach Marine Ave Hotels Project" • Mr. Larry J. Kosmont, CRE®is the honored recipient of the "2016 California Business Properties Association (CBPA) Champion of the Industry Award" (for his service in real estate and economic development) • L.A. Business Journal Latino Business of the Year Awards "2015 Small Private Latino Business of the Year Award" • California Association for Local Economic Development(CALED) r Awards of Excellence Program "2014 Award of Excellence in Economic Development Partnerships South Gate azalea Project" ` a� jg "SE zf- • Mr. Larry J. Kosmont, City of Seal Beach (1980) is a proud �6 wry: recipient of the John H. Nail Memorial Award (Awarded annually by the City Managers Dept of the League of CA Cities) � �,r°� Larry Kosmont, Chairman and °0 p CEO of Kosmont Companies accepting the CBPA Champion of the Industry Award for his j service in real estate and economic development. Pictured j with Pat Donahue, Chairman and CEO of Donahue Schriber(left) and Rex Hime, President& CEO of CBPA (right). KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o s A 467 ►s l ' CITY OF ASHLAND, OREGON • • 2024 Economic Opportunity Analysis Update ail � ""TECHONOMIC DEVELOPMENT" Kosmont has been a virtual and engaged company for years and embraces a variety of digital tools for analysis and leadership resources to inform retail and economic development advisory services. Technologies are powerful tools for economic development. [demographic / Market Data ESRI Business Analyst Online, Costar, CRMLS, STR Location / Visitor Analytics Placer.ai GIS Data Analysis / Sharing ArcGIS, QGIS, Online WebApps Stakeholder Meetings Web Conferences & Screen Sharing Community Outreach Webinars / Virtual Meetings Project Management Microsoft Teams, SharePoint Digital Polling / Surveys Google Forms, SurueyMonkey esn" CoStar P lac+ r•. i Ar cG I S ��µ KOSMONT COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com osmon companks CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update JMMMMMMM ANN— r �Y�J a�Uru a�+tlalr+��ug due 64 y f m3/ f kosmon companies since 1986 l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ill JJJJJ ail J MEET THE TEAM The Kosmont Team brings a well-rounded and seasoned professional cohort with the required expertise and exemplary skillsets to provide the requested services. We have the extensive experience, a proven track record, and the qualifications to provide the knowledge,guidance, and execution of those services necessary to assist the City. If selected, Kosmont Vice President, Mr. Robert Valenti will be Project Manager for this assignment. Mr. Valenti assists public and private sector clients with market and economic analyses, strategic planning, and real estate development advisory. He will oversee the Project from start to completion and be responsible for day-to-day management of the engagement with the City and coordination of the Kosmont team to ensure the Project is completed on time and within budget. Mr. Valenti would be supported by the following key team members: • Mr. Ken K. Hira, Kosmont President will provide project oversight, quality control, strategic advisory support and make public presentations as necessary as the Principal Advisor. • Mr. Thomas Arovsky, Kosmont Senior Advisor will provide strategic advisory services. • Mr. Andrew Perez, Kosmont Vice President will provide project research and support. ADDITIONAL INFORMATION • Kosmont provides services to Clients in-person, from satellite locations, and from the El Segundo headquarters across the Western U.S. • Team members are assigned as appropriate based on their skills, qualifications and availability in order to adequately provide services to the City and stay within budget. • The subsequent pages contain detailed resumes for the above key team members. Our team is enthusiastic, ready, and available to provide the requested services when called upon. KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 o �-umpan►c^ www.kosmont.com sm�n . � l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ill JJJJJ ail J ��ffamii I&To Mr. Ken K. Hira serves as President for Kosmont Companies. An expert in real estate and economic development, Mr. Hira brings over 30 years of varied experience in virtually every aspect of acquisition, entitlement, development, financing, asset management, disposition, downtown revitalization, and strategic plans. His strengths include a keen understanding of retail trends, business retention/attraction, negotiating public-private transactions and implementing blended-use projects that revitalize communities and assist in economic development/tax generation programs. Project Role: A former Executive Vice President and mixed-use developer, Mr. Hira managed a Principal Advisor portfolio of over $100 million of retail sites, while operating the commercial division of Project Est.Time: 15% the company. Prior to this, as Managing Director of Acquisitions for a development company and Vice President of Development at a development firm, he evaluated and Years with Firm: 15+ underwrote hundreds of acres of land, successfully captured and negotiated anchor Years of Experience: 30+ tenant commitments creating $60 million of value in ground-up development and Education: redevelopment and was responsible for 800,000 square feet of retail entitlement, Bachelor of Economics design and development. As Vice President of a shopping center company based in San and Business, UCLA Diego (6 years), Mr. Hira entitled one million square feet of retail development projects, as well as led the acquisition of 24 neighborhood and community shopping centers, totaling 3.3 million square feet and valued at $375 million, and organized a $287 million recapitalization. LICENSES/AFFILIATIONS: Mr. Hira is an active volunteer leader of the Innovating Commerce Serving Communities (ICSC). He was nominated and serves as the Co-Chair of the ICSC Community Advancement Board, nationally advocating public-private partnerships, while previously serving as the ICSC Western Division P3 Retail Co-Chair, Southern California State Director, Program Committee Chair and Alliance Co-Chair. RELEVANT EXPERIENCE: Mr. Hira has managed hundreds of public & private sector consulting assignments. A few of his more recent projects are summarized below: • City of Aliso Viejo (Econ Dev Plan, Developer and Business Attraction, Public Private Project) • City of Anaheim (Retail Project Analysis, Business Attraction, Implementation/Consultant Support Services) • City of Artesia (Economic Development Strategic Plan, Hotel Study, Public Private Project) • City of Banning(Comprehensive Economic Development Strategy(CEDS) • City of Buellton (Downtown Revitalization, Specific Plan with Development Opportunity Reserve D.O.R.°) • City of Clovis (Land Use Market Study, Mall Reimagination) • City of Corona (Downtown Revitalization Plan) • City of Downey(Business Attraction, Developer RFQ/P) • City of Daly City (Economic Development Strategies and Implementation and Public Private projects) • City of Dunsmuir(Downtown Revitalization Strategy) • City of Indian Wells (Project Financial Feasibility, Retail Analytics/ Recruitment) • City of Norwalk (Econ Development Opportunity Plan, Public Private Residential/ Commercial Project) • City of Pacifica (Economic Opportunities Study) • City of Placentia (Downtown Revitalization, Infrastructure Financing, Hotel Attraction/ Development) • City of San Rafael (Economic Development Strategic Plan, Mall Fiscal Impact Analysis, EIFD analysis) • City of Santa Barbara (State Street Downtown Revitalization) • City of St. Helena (Highest & Best Use Analysis/Asset Strategy/ Downtown Revitalization) l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ill JJJJJ ail J IIIIIIIIIIIIII uuu""""" �� " Vuuuuuuuuuuouu�� =iewlI CallIli III Il Mr. Robert Valenti is a Vice President with Kosmont Companies, supporting public and private sector clients with market and economic analysis, land use analysis, fiscal impact analysis, strategic planning, and real estate development advisory. He also assists with geospatial analysis of boundaries and funding and financing feasibility studies of tax increment financing districts. Prior to joining Kosmont Companies, Mr. Valenti served as a principal economic and policy analyst for Rhode Island's Office of Management and Budget. While with OMB, Project Role: Mr. Valenti was responsible for conducting economic and regulatory impact analyses, Project Manager managing analytic projects that cut across multiple agencies, and providing strategic Project Est.Time: 35% support for complex and sensitive policy issues. He also has a background in urban policy and experience with housing program development with community Years with Firm: 4+ development organizations. Years of Experience: 8 Education: RELEVANT EXPERIENCE: recent samples of relevant projects are summarized below. - Master of Public Policy, • City of Dunsmuir- Downtown Revitalization Strategy Brown University • City of San Rafael—Economic Development Strategic Plan - Bachelor of Arts in • City of Laguna Niguel — Market Study for General Plan update political science, College • City of Corona— Downtown Revitalization Plan of the Holy Cross in • City of Sausalito— Land Economics Study Worcester, MA City of Pacifica— Economic Opportunity Study • City of Downey—Analytics to support Business Attraction • City of Anaheim— Retail & Opportunity Site Advisory Services • Mountain House CSD— Commercial Land Use Analysis • City of Laguna Hills—Fiscal Impact Analysis, Economic Research • Private Sector Clients— Fiscal Impact Analysis, Highest and Best Use Analysis, and Real Estate Advisory) Kosmont: Econ Development Strategies (Market/Demographic Analyses& Land Use Strategies) • City of Santa Ana —Opportunity Zone Strategy • City of El Cajon— Opportunity Zone Strategy and Advisory Services • City of Santa Barbara — Downtown Strategic Plan • City of Los Angeles, CA—Downtown— EIFD Evaluation • City of Fresno— Downtown/ Blackstone Bus Rapid Transit Corridor EIFD Formation • City of Indian Wells— EIFD Evaluation • City of El Segundo + L.A. County—EIFD Evaluation Numerous cities and private sector clients in cities throughout California • Enhanced Infrastructure Financing District(EIFD) Feasibility Analysis- Palmdale, Azusa, El Segundo, Los Angeles State of Rhode Island, Office of Management and Budget • Econometric modeling and forecasting of state revenues • Creation, review, and evaluation of economic analyses for state policy issues and significant rulemaking actions KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o sMJ' companks l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ill JJJJJ ail J uuuu� Mr. Thomas Jirovsky is a Senior Advisor with Kosmont Companies providing real estate development feasibility, fiscal and economic impact, and economic development and �9 asset management strategies to public agencies, landowners and developers. Prior to joining Kosmont, he was a former Senior Managing Director of CBRE Consulting's Los Angeles office, overseeing the national land use economics practice. Through his 35+ year career he specialized in urban and suburban mixed-use development, pro forma analysis, land secured financing strategies, asset Project Role: management, and public/private partnerships ("133") for small urban infill projects to Strategic Advisory large residential/commercial projects. Project Est.Time: 20% With a degree in both architecture and MBA finance, and experience in the Years with Firm: 10+ development industry, he brings special expertise in understanding the challenges and Years of Experience: 35+ opportunities facing residential and commercial development. He has managed hundreds of development feasibility studies for clients in small towns to large urban Education: areas. Some recent assignments included market studies in support of development - B.S. in Architecture, strategies for Anaheim, Banning, Thousand Oaks, Agoura Hills, San Dimas, South Gate, University of Southern Santa Barbara, Redondo Beach, and Santa Monica. California with honors - MBA in Finance, He has assisted a wide range of property owners evaluating industrial and commercial University of Southern CA projects, tax increment and infrastructure financing, and in negotiation of ground leases and development agreements. LICENSES/AFFILIATIONS: Mr. Jirovsky is a LEED Accredited Professional and a member of the Innovating Commerce Serving Communities (ICSC) (formerly International Council of Shopping Centers) and Urban Land Institute (ULI). RELEVANT EXPERIENCE: A few of his more recent economic studies are summarized below: • City of Pacifica (Economic Opportunities Study) • City of Santa Barbara (Downtown Revitalization) • City of Sausalito (Land Economics Study) • City of Banning (Comprehensive Economic Development Strategy(CEDS) • City of St. Helena (Asset Management Plan, Downtown Revitalization Strategy) • City of Union City (Retail Zoning and Conditional Permits—Strategies/Restructuring) • City of Thousand Oaks Economic Development Strategic Plan) • City of San Rafael (Economic Development Strategic Plan) • City of Capitola (Proforma and Mall Redevelopment Feasibility) • City of Norwalk (Fiscal and Financial Analysis of New Development) KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com k o s A 467 .. companies l CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ill JJJJJ ail J 131l Elm l �maili mil i Mr. Andrew Perez is a Vice President with Kosmont Companies, providing comprehensive development advisory services to public and private sector clients. Mr. Perez primarily serves clients through market and economic evaluations, strategic planning, economic development, and real estate development services. Prior to joining Kosmont Companies, Mr. Perez served clients within higher education, ' K-14 districts, and municipal government resulting in over $1.513 in planned or completed projects. His prior experience includes assessing the market demand and Project Role: financial feasibility of student housing and innovation districts while at Brailsford & Research & Support Dunlavey; as well as public-private partnership (133) advisory and developer solicitation (RFC/RFP) of mixed-use and affordable housing developments while at Project Est.Time: 35% AECOM. Years of Experience: 14 RELEVANT EXPERIENCE: Education: Mr. Perez has broad experience in advancing mission-driven organizations' real estate - B.A., Urban Studies& and planning objectives to ensure their project vision is realized. His experience Planning, University of includes performing strategic visioning, stakeholder outreach, market analyses, California, San Diego feasibility studies, master planning, highest-and-best use analyses, financial analyses, - Commercial Real Estate and P3 advisory. and Finance Certificate from Cornell University Recent prior projects are summarized below: • City of Seaside (Surplus Land Act Advisory Services) • City of San Bernardino (Surplus Land Act Advisory Services) • City of Palmdale (Economic Development Advisory Services) • City of Temecula (Surplus Land Act Advisory Services) • City of Lake Forest(Shopping Center Analysis Advisory Services) • City of Livermore (Economic Fiscal Analysis and Market Assessment) KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o sMJ' companks CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update ,s a kosi,mRon companies since 1986 l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update ail � PROJECTSFIRM EXPERIENCE RELEVANT Kosmont currently provides advisory services to help numerous city clients navigate and implement comprehensive economic development. Kosmont is well-versed working with diverse groups such public and private agencies, various types of professional subconsultants, and within small or large teams to combine efforts and provide effective communication helping bring projects to fruition. Kosmont is highly qualified and technically capable to effectively accomplish the corresponding scope of work requested by the City. We will utilize our team's experience, individually and/or collaboratively as needed, to achieve the desired results. The project descriptions with corresponding references provided here and on the following pages are only an abbreviated sample of Kosmont's extensive experience, knowledge, and capabilities highlighting the various types of services we offer. llll�� 1 a� a u�mmli MalININE; mil WE&I Map11111133 Kosmont Client: CITY OF DUNSMUIR, 5915 DUNSMUIR AVE, DUNSMUIR CA 96025 Contact/Reference: Dustin Rief, City Manager / (530) 235-4822 / drief@ci.dunsmuir.ca.us Sample Work: Dunsmuir Council Presentation - March 2024 The City of Dunsmuir ("City"), in consultation with the Siskiyou Economic Development Council (SEDC), retained Kosmont Companies ("Kosmont") to prepare a Downtown Revitalization 1 Strategy, as well as to provide retail recruitment / advisory services -� Kosmont Retail NOW!° platform, to implement its Community Development Block Grant (CDBG). .,r The City of Dunsmuir is a rural town with a population of 1,700 r residents, located along the Interstate 5 corridor in Siskiyou County. The City has small town charm, and it attracts some visitors as a tourist destination, due to its location near Mount Shasta and its appreciation as a historic hub for railroads and outdoor recreation. The historic downtown area is the primary business district of the City, maintaining architecture / design of the 1920s and 1930s. However, population and workforce loss over the past few decades have led to increasing vacancy / underutilization of commercial spaces. Regional economic, financial, and market conditions create challenges for the City's economy and impact new commercial development. Kosmont's approach to the assignment included a kickoff meeting / tour of key sites in the City, an assessment of existing conditions and community assets / opportunities analysis, a community visioning workshop and stakeholder outreach, the development of the Downtown Revitalization and Retail Recruitment Strategy, as well as initial implementation services. Kosmont identified several key strategies for improving the downtown business environment, leveraging natural and rail recreation / tourism, assisting small businesses and entrepreneurship, and encouraging workforce development. Kosmont also identified several key strategic action items to assist the City with implementation of the strategy. The City Council adopted the Downtown Revitalization Strategy on April 18, 2024. Kosmont continues to work with the City through Phase 2 of the project, providing retail recruitment and other implementation advisory services. KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o sMJ' companks l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update ail � 11011irlal11,011,11�i �� mui ll�Pl �l Ama �� Ili i� l �l "ll mil Kosmont Client: CITY OF NORWALK, 12700 NORWALK BLVD, NORWALK, CA 90650 Contact Person: Jesus Gomez, City Manager / (562) 929-5944 / JGomez@norwalkca.gov Sample Work: Kosmont- Norwalk EDOP-Adopted 10-17-23.pdf [.See following Letter of Recommendation The City of Norwalk contracted Kosmont Companies to develop a comprehensive Economic Development Opportunities Plan ("EDOP") for the City. Kosmont utilized the existing City General Plan, interviews with City Council members, previous studies and reports and conducted research to provide a current description of the local and regional market, economic, demographic, and employment findings. Kosmont evaluated market supply and demand conditions for various development types (retail, entertainment district, and hotel). Analyses included retail sales leakage/capture and a Strengths, Weaknesses, Opportunities, and Threats ("SWOT") analysis to evaluate economic development potential for 10 identified economic nodes. Additionally, Kosmont solicited site visits with business prospects/developers, conducted public workshops, and prepared opportunity site marketing materials, and represented the City at various ICSC and related real estate conferences.The first iteration of the EDOP was adopted by the Norwalk City Council on October 2, 2018. Kosmont assisted with developer collaboration and public private project implementation. Kosmont continues to work with the City to assess economic development tools and funding sources to implement projects at key economic nodes identified in the EDOP including City owned real estate assets / opportunities programmed for future development. Kosmont assisted the City with implementation services and updating the EDOP.The updated EDOP was presented to Norwalk City Council in the Fall of 2023. � 0 .. m 01+ pry Legend r Norwalk ChRy Fleundawn 1 605 Fwy. Firestone Existing �, " m ' r � d uarou„maW 2 Firestone P San Antonio Nodes Existing �, � rr i 3 Imperial d Pioneer Existing ro o Civic Center 4 Entertainmenti l .District Existing so 1i7 ,y Rf�yn"� v"✓u+. �n � .. ...Prof.Office Development 5 Existing R Center m r Norwalk Transit Village 5 Existing (frx,rr,Cal.Youth Atithor ity� � ., e +x r,drrr 8 "a dro" ., ....Five ..... .........,. Existing 'V6Y"� 7 FIWe Points � 4 8 Historic Front Street Existing r oneer Existing re ro 4 �w.londrarl PiI . ........10 Former Food 4 Less* New $nulr'cfz ESWtll BusrumrassAnalyst Omxl he P$Cceased januay 2023., INote:"Former Farad 4 Less is a maw made KOSMONT COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 o t-umpan►c^ www.kosmont.com SmQn . � l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update �i Ana k"Jenclia, ail � " °°° IIIIIIIIIIII kllllllllll IIIIIIIIW � IIIIIIIIIIIII IIIIIIIIIIIIIII III II " August 1 2020 To Whiom It MayConcern" RE: Letter of Recommendation for t osmont Companies In my transition from my previous city to City of Norwalk at the beginning ref , 01 , I knew the importance of Economic Developmruent, After Kosrmont Companies helped me in my prior City„they were one of the first phone calls t made when coming to Norwalk. They performed insightful research and anailysis in order to achieve market intelligence, they collaborated with the City Council in identifying strategic economic nodes, and they prepared an Economic Development Opportunities Plan that was implementable, which we have used as our roadmapl The EDOP was adopted by ordinance by the City Council in October 2018. As part of implementation and because Kosrmont is so well connected to the private sector,the City met,and built relationships with key development partners, Those partners are in Exclusive Negotiation Agreements(ENAs) with the City on large critical opportunity sites. This is what one of my Councilman had to say about l osmont ,. "its a first year City oflwlorwwalk Coun0man and retired member of city Management for 30 years, I learned firsthand at the 2018 ICSC Conference in Las Vegas the invaluable role Kos ont Companies brings to a city's ecorrarrric development potential.I teamed many things at the conference with two of the most important ones being.,(1)the complerWity of development,and project' financing requires an extremely knowledgeable and visionary city manager, and(2)cities working with Kosmont executives litre Ken Hira can connect a city to the enact peoplelcompanies to maximize e and ultimately accomplish your city°s transformational economic development plan." - Tony Ayala, Counclimember city of Norwalk Kosm^ront represents the best in class when it comes to client relations. We have counted on them on a long term basis and even through a pondernic,their reliability and integrity are second to none, The City truly appreciates working with Kosrnont and looks forward to our future together, We are happy to recommend Kosmont based on extensive experience„ innovation, deep industry relabonships and lands on approach to economic development and real estate advisory saMces, If you have any questions,you can reach me at jgorne @nor°wwialkca.gov or( 2) 715-1 1. Sincerely, A ro des omez. city tnaer, pity of Norwalk 12700'NORWAL 11t,w4!LEWbJU),11,0" ROX#03"%6"a6ORWALK,,CA 90651 141M1' NL 6 929,'5700 VAk 5 19Z,15771 WW ".dkaCdM"w iA1 ,ov(,. l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update ail � lwisarmul r;I I N=mll 0,111111 EN Kosmont Client: CITY OF PACIFICA, 540 CRESPI DRIVE, PACIFICA CA 94044 Contact Person: Yulia Carter,Assistant City Manager / (650) 501-6004 / ycarter@pacifica.gov Sample work: Kosmont— Pacifica Economic Oppty Study Summary Presentation for Study Session:Jan 2023 Kosmont completed an Economic Opportunities Study (EOS) for the City of Pacifica, a coastal community south of San Francisco. The EOS identifies commercial opportunities supported by market forces and enhanced by steps the City and community can take. Kosmont is assisting the City by providing a market analysis and recommendations for each district.The goal is to create a compelling experience and foster a sense of community. The EOS takes a close look at the five main business districts in the City. Given shifting consumer preferences and land uses, and uncertain economic times and fiscal challenges, it is important that Pacifica identify opportunities to spur select new development that can increase General Fund revenues. Kosmont's approach to preparing the Economic Opportunities Study included the following tasks: • Review of City Budget and Planning documents, tour of the City and its business and residential districts • Interviews with City staff, Council members, and community stakeholders • Assessment of regional economic trends • Assessment of local demographic and market conditions • In person and virtual outreach to gain insights as to needs and challenges and present preliminary findings • Identification of key opportunity sites and recommended land uses The EOS was presented and accepted by the City Council on March 27, 2023. Kosmont continues to serve the City on implementation. Recently, the City of Pacifica received the California Association for Local Economic Development (CALED) Award of Excellence for Vision 2025& Beyond. Kosmont was honored to be part of the collaborative project team. //rr � n n KOSMONT COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 .c�s es uvuvuv.kos mo nt.co m compab man �l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update ail � lllllllllllllllllllllllllllll llll llll lllllllllllllllllll Illlllll lull �llllllll lll�llll�llllllllldlll�llllllllllllllllllllllllllllllllllllllllllll0lllll llll llll lllllllul llllllllllllllll �..w �.�........- lllllll��lll� Illll��hlllll�lllllllll�lll ��w ee�� .,�, ��, ��. MAYOR CITE IFI ttr�artaa, g^dl"�c S40 tres nl Drive , Padfrcn Ca ifmnrrn�a 4044�,,3422 MAYOR PRO TEM u c ty0pn.ifica,org Sue Vat rfaus. trNCIL Scenic Pacifica Sue Beckirnever r l;vy War" f darnsr.me Wes o Whoin It Muasy Concern, l highly rec,cnrrnme nd ! crsrnno nt Companies for their except4mal work, on the Economic Ipportarnnitie's Study (l°iQ `) for City of Pacifica.. s ra snnnall coastal city, I1aciiffca faces rrrniulune economic challenges, and Kosrnrcnrrt's expertise in identifying commercial olnlnrrrturnities that align, with rnna.rket forces and more sunstrairnable, financial goals has Ineernc invaluable. Throughout the EOS projce't„ osnnno nt,derno nstrtat d a deep unrndcrstarndirn of Pacifica's eco nornnic landscape. Their rmarket analysis and district-specifics recornmetidations showed their cornnmitrnncrnt to iostcring crampelhrn e periernc s and ar keen sense ca:fcommunity. lda:ritirding strategic opportunities amidst changing co nsurnncr pret.1 re nces, arid econorrnic conditions, Kosrrmo nt's approach was e ernnglary°,irnvol. inng a co nnfnrehcrnsive review oCCity Budget and Planningdocanniliernt:s„district tours, and insightful interviews ws itln sttakehoid rµ;s and ornannlunnit merwnnllnutrs acid, extensive a om nnrnrnity Outreach 111rolighout the pro.ject, Kosnnno nt's, knowledge ledge and expertise in assessment ot'reg,io nal eccrno nnie trends and local era`og)-ph,i s/consumer pattenisthrough the use oftcch n(,,)fogy resources has been essential in iderntif` irng ro'wth opportunities for Pacifica. "I°heir inclusive inn-person and virtuual outreach efforts ensured the, EO,S reflected the co lective 'vision ofPac i ca's residents and business ow mere. "f"he identification of key opportunity sites and recommended mended land uses sl owcas d osnn o nt's ahihty to tanrrn rrnsigghts into actionable steers,,, supporting surstainnalnle developinnernt and eanrnnrrnunrnity,prosperity. In fact,tfre City re-engaged wnaitl•n Kosnxno nt to i plemernt Ivey action iterrns irn,the EOS after it was adr.npnted by City Council on March 27, 'tl' ,3. 1 wholeheartedly r'ectnrnnmend Kosrnnnnnnt for any future economic P community development advisory p,rejjecLs. i�rrc-r'ru�sfy„ w unlia Carter ussista nt City I"arlarnrag,e;r° City of P aci Ilea. l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update ail � 1119offEmIal 916 llifili Mil Emu Cap I rl Ill 3122113101132121!Z il ff: IN Oil Kosmont Client: CITY OF SAN RAFAEL, 1400 FIFTH AVENUE, SAN RAFAEL, CA 94901 Contact Person: Micah Hinkle, Director Economic Development& Innovation (415) 485-4860 / micah.hinkle@cityofsanrafael.org Sample Work: Kosmont- City of San Rafael EDSP 2023 [ .See following Letter of Recommendation The City of San Rafael is a bayfront community north of San Francisco that is the economic hub of Marin County. Following loss of Redevelopment, the City has had to use new sales/use tax measures to generate sufficient funds for General fund operations. To assist in achieving long term financial stability, the City retained Kosmont Companies to do the first Economic Development Strategic Plan (EDSP) that reviewed City General Plan and Downtown Precise Plan and did in depth real estate analysis of residential, commercial and industrial uses in several different submarket areas (Downtown, Northgate Mall, and the Canal Area). Kosmont also evaluated citywide economic conditions to determine strategies that enhance economic development to revitalize areas and increase General Fund tax revenues. The scope of work included significant stakeholder interviews and broad business and community outreach, including web-based surveys. The EDSP was presented and accepted by City Council on May 15, 2023. Kosmont continues to serve the City on special district implementation. , 1„ i 1 / i i o, �lw J , a KOSMONT COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 o �-umpan►c^ www.kosmont.com sm�n . � l CITY OF ASHLAND, OREGON • : 2024 Economic Opportunity Analysis Update .II � September 7, 2023 Micah Hinkle Economic Development& Innovation Director City of San RaCacl To Whom it: 'May Concern, Kosmont Companies pefforrnred exceptional work oil the City of San l�af"ael"s first Economic Development tr°ate is Plan (EDSP). As a diverse eornniunity and economic, hub of"Marro County, the future redevelopment of the North ate regional mall and. evolving dynamics of Downtown brought unique financial and commrrrr.ity challenges, particularly in a post pandemic environinent, 9Cosmont"s experience ill post, Redevelopment econornic development totals and strategies proved invaluable irr crafting a cotnprelienive list of EDSP action items, responsibilities and investment needed to sustain long-teen financial stability, 'rhroughout the ED P project,Kosmont demonstrated a deep understanding of our broad-based economic landscape and the City' fiscal and operational challenges. Their real estate analyses, depth of econoinic development experience„ stakeholder interviews, and community engagement etTorts produced actionable strategies to revitalize key areas in the City with a goal to increase vibrancy and General Fund tax revenues. The EDSP was approved by the City Council on May 15, 2023 and reflects Kosmonfs dedication as a thought partner to the City and ability to meet client needs„ We are excited to have re-hired Kosmont to analyze and implement a special tax increment district and capture value creation from new development in the City.. l highly recommend Kosmont Companies for nature economic development strategic initiatives and projects Their expertise,collaborative approach, and commitment to the creation of vibrant communities makes there ail outstatading partner in navigating economic challenges, Regards, 'A 4_____1 - Micah Hinkle K,aP�fi C oRn Mayor-Malka i.narp na Guunabi,'Ace Mla,y'c�m-Maribeth,Bushey,Cowncar rnbar.EH hell,Councldm"ember-Rachel,Keitz,Cou ncH mnamber CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update fr Id W 1V � � e ��i auousuo��V�ll6ov 6�YM��I�I��i{l�i oi( VI v 1, '" �tb�yfN�l°yN„ r� M � � l I�y Y�Ilp ili. � �P�Y kosmon companies since 1986 1 • CITY OF ASHLAND, OREGON • • . 2024 Economic Opportunity Analysis Update PROJECT UNDERSTANDING Kosmont is pleased to provide the following Scope of Work to prepare an Ashland-specific EOA. As part of this effort, Kosmont will help the City meet its Economic Element goal of ensuring there is adequate land zoned for industrial and commercial activity that promotes economic growth, creates and sustains living wage jobs and quality of life, within established urban growth boundaries. Kosmont also understands this EOA is part of a larger regional effort in collaboration with the City of Medford to identify strategies for the greater Rogue Valley area. Our approach will be regional and local in nature to ensure both cities are carefully considered in their future economic development growth opportunities. Kosmont's approach for executing this type of Scope of Work is grounded in a systematic methodology designed to ensure efficient and effective project delivery, which we are prepared to complete for the two cities. Kosmont will prepare the EOA to reinforce the City as a great and equitable place to live, work, play, visit and innovate, based on the following tasks which will address existing economic conditions, real estate trends and opportunities, and a long-term guide to implementing economic development strategies. PROJECT APPROACH Approach to Tasks: The prospective assignment and consulting services that Kosmont will provide will be of a relatively limited scope and duration, and advisory in nature. Kosmont will be making recommendations only, which advise the Client and jurisdictions, including its elected officials, appointed officials and staff, which they can accept or reject. None of Kosmont's staff will act in a capacity as an elected official, nor appointed official, nor as staff, nor as serving in a "designated"position. TASK 1: PROJECT MANAGEMENT AND EXISTING CONDITIONS ANALYSIS In collaboration with the City, Kosmont will participate in a kickoff meeting with the primary point of contact from the City to review/refine the EOA scope of work, timeline expectations, and communication protocols. Ideally, before Kosmont's first visit, the City will provide the Consultant with relevant reports, studies, and other information, as available, (e.g., master plans, ownership, zoning, previously prepared documents) for review. Other information may be requested during the Analysis as the team is more acquainted with the City's goals and objectives. In addition, Kosmont will coordinate travel for Ashland-specific meetings and a site visit to coincide with Medford's community visioning meeting and other stakeholder outreach at the beginning of the process. TASK 2:JOINT ECONOMIC AND DEMOGRAPHIC ANALYSIS FOR MEDFORD AND ASHLAND Kosmont will prepare an Economic and Demographic Profile, illustrating social and economic characteristics of both cities and the overall region, including population, household incomes, race/ethnicity, housing preferences, educational attainment, workforce concentrations, wage trends, economic polarization by industry sector, commute patterns, and residential population. Kosmont will also track patterns related to supply/demand, tourism, purchasing behaviors, and media readings of area households and individuals using metrics such as Artificial intelligence / location data analytics (Placer.Al) and other data sources like ESRI. Analytics will also be utilized to determine in-and- out migration trends, to understand where residents shop, how long they stay, as well as how visitation in both cities KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o sMJ' companks 1 • CITY OF ASHLAND, OREGON • • . 2024 Economic Opportunity Analysis Update has changed during the pandemic and how it may change going forward. Kosmont will also evaluate the effects of climate change on the regional economy with respect to industries and land use issues that have been most prevalent within the Rogue Valley or are areas for concern in the future as climate impacts worsen. Finally, Kosmont will outline the current national and regional land use trends for commercial and industrial uses to determine how they may impact the City over the next 20 years per the state's Planning Goal Nine requirement for the Ashland's Economic Element. Kosmont will make its best efforts to allow for adequate collaboration between both agencies during this portion of the process to ensure the Joint Economic and Demographic Analysis is addressing challenges and opportunities for both jurisdictions uniquely. TASK 3: ASHLAND EOA AND CLIMATE, EQUITY AND INCLUSION CONSIDERATIONS Additionally, Kosmont believes City would benefit from an in-depth assessment of Ashland-specific property-market trends affecting the City, utilizing local real estate market information from sources such as ESRI / CoStar / Placer.ai mobile analytics / Census data / tax records (based on availability of data, and recognizing certain confidentiality). This data will be benchmarked against data on the larger region and state completed in Task 2, which is critical to understand what types of industrial and employment uses can be attracted or retained in Ashland and what unique / new uses would be supported by the City's demographic profile. This analysis will merge the data and analytics of real estate and the City's demographics to find opportunities not previously considered and/or confirm uses originally planned for.This data will inform final recommendations specific to Ashland's economic opportunities. Kosmont is aware of the need to evaluate the economic benefits of development and land use strategies from the perspective of priority populations, such as those who are underserved or within industries that lack adequate workforce resources and representation. Through the use of demographic data and artificial intelligence analytics, Kosmont will build economic outlook profiles on a regional and City-wide basis. Specific research Kosmont will focus on includes: • Climate impacted industries/employment sectors, • Skilled labor within major sectors, • High school degree or less, • Land-based sectors, and • Emerging workforce/ industry opportunities. These groups are an integral part to the growth of the region and local industries, which require a careful assessment of ways to improve their access to resources and identify where future investment dollars should be focused to ensure the region's long-term economic vitality. TASK 4: INDUSTRIAL, EMPLOYMENT AND COMMERCIAL BUILDABLE LAND INVENTORY ANALYSIS As part of the EOA, Kosmont will examine the buildable land inventory (BLI) GIS model to be created and provided by the City, which will identify the types and number of commercial and industrial uses available within the City limits. The EOA is intended to use the GIS tool as a method for gauging the market potential of these opportunity/ buildable sites and provide recommendations for short and long term likely uses. Kosmont will analyze the BLI in connection with the visioning framework and findings in the Joint Economic and Demographic Analysis to develop recommendations for development/redevelopment opportunities and to located areas of vulnerable / at-risk populations for displacement. KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o sMJ' companks 1 • CITY OF ASHLAND, OREGON • • . 2024 Economic Opportunity Analysis Update TASK 5: DRAFT ASHLAND EOA DOCUMENT DELIVERABLE Kosmont will collaborate with the City to help prepare the Draft EOA Report. The draft EOA report will include analysis and economic strategies to be implemented for opportunity sites established during the EOA. In collaboration with the City, Kosmont will develop a draft EOA that meets the Economic Element requirements set forth in the State of Oregon's Planning Nine Goal. Kosmont will work with the City during the review process to provide up to two (2) revisions of the draft EOA report in preparation for the public adoption and approvals process. Additionally, upon request, Kosmont will work with the City to create notices, agendas, and memos in preparation for City Council and Planning Commission meetings. TASK 6: FINAL ASHLAND EOA DOCUMENT DELIVERABLE Kosmont will collaborate with the City to help prepare the Final EOA Report. The final EOA will include any necessary revisions or refinement to the analysis and economic strategies to be implemented for opportunity sites established during the Analysis and to meet the Planning Nine Goal for Ashland's Economic Element update. Kosmont will make a presentation to summarize the EOA for each opportunity area to appropriate groups / committees for adoption as directed by the City. TASK 7: FINAL ASHLAND EOA ADOPTION AND PUBLIC APPROVALS PROCESS Kosmont senior staff will be available to present findings to Planning Commission/City Council in a public in-person meeting or virtually (per agreed upon method with the City). A Kosmont senior staff member will provide a summary of findings related to the Economic Opportunity Analysis and be prepared to field questions from the Council regarding Kosmont's research and recommendations in preparation for full adoption by the City. Upon further review from key stakeholders and following the City Council Study Session, Kosmont will finalize the EOA and provide guidance for final Council approval. Additionally, upon request, Kosmont will work with the City to create notices, agendas, and memos in preparation for City Council and Planning Commission meetings. Total number of in-person meetings with the Planning Commission and City Council to be determined with City prior to travel coordination. ESTIMATED PROJECT TIMELINE Estimated Project Timeline-Ashland Economic Opportunity Analysis JUN JUL AUG SEP OCT NOV City Council Contract Approval TASK NO. SCOPE TASK ITEM 1 Project Management&Existing Conditions Analysis 2 Joint Economic and Demographic Profile for Medford/Ashland 3 Industrial,Employment,and Commercial BLI Analysis 4 Ashland EOAand Climate,Equity&Inclusion Considerations , 5 Draft Ashland ECA Document Deliverable 6 Final Ashland EOA Document Deliverable .......................................................... ................................................................................................................................................ .................. ................ ................. .................. ................. 7 Final Ashland EOA Adoption and Public Approvals Process �f Im Ongoing Virtual Meetings as Agreed Upon with City City Council -Project Approval &Workshop Session KOS O T COMPANIES 101 N. Sepulveda Blvd., #382 1 Manhattan Beach, CA 90266 1 424.297.1070 www.kosmont.com o smj' cumpanks CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update u, f t' rf 10 rr, a� i ' J i N PiJ iral Ji � �r�6 �,1 a7 Y NI iU r HISS✓r� r r r�lr<< � "N q r � � rN, f kosmon companies since 1986 l CITY OF ASHLAND, OREGON • k I A 2024 Economic Opportunity Analysis Update WV ail � BUDGET BREAKDOWN TASK • SCOPE TASK ITEM HOURS 1 Project Management & Existing Conditions Analysis 44 $14,140 2 Joint Economic and Demographic Profile for Medford/Ashland 35 $9,475 3 Ashland ECIA and Climate, Equity & Inclusion Considerations 27 $7,040 4 Industrial, Employment, and Commercial BLI Analysis 27 $7,715 5 Draft Ashland ECIA Document Deliverable 31 $8,860 6 Final Ashland ECIA Document Deliverable 16 $4,385 7 Final Ashland ECIA Adoption and Public Approvals Process 43 $13,360 Total Hours /Subtotal Budget 223 $64.,975 Travel & General Expenses $S'000 Total Not-to-Exceed Project Budget $69,975 NOTE: Duties may be allocated between tasks and team members as deemed appropriate by Kosmont's Project Manager in order to adequately provide services to the Client and stay within budget. If needed, other team members not included herein may be assigned to work on this project in a support or research role. KOS O T COMPANIES 101 N. Sepulveda Blvd., 32 1 Manhattan Beach, CA 902 1 424.297.1070 P www.kosmont.com mJk companks CITY OF ASHLAND, OREGON 2024 Economic Opportunity Analysis Update a /AJ lid/ Jao %i i kosm0Y1 companies since 1986 C I T Y OF ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... EXHIBIT B PROPOSALFORM Proposals should be prepared and organized in a clear and concise manner and must include all information required by this RFP. Headers,Titles or Tabs should be used to identify required information. Responses to the Evaluation Criteria found in Section 4 shall be organized in the same order listed in that Section, preferably by re- stating the criteria and then responding below the restated criteria. REQUIRED RESPONSE DOCUMENTS THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR RESPONSE: (Place a check in front of the item indicating inclusion in your response) ® RESPONSE TO ALL EVALUATION CRITERIA listed in Section 4 ® SECTION 8 - Proposal Form ® Independent Contractor Certification MWESB INFORMATION The City encourages contracting with minority owned, woman owned, and emerging small business (MWESB). The State of Oregon offers a certification process. Indicate below if your business is a MWESB and if so, which categories have been state certified. MWESB certified? Yes No . If yes, indicate which categories below: Minority Owned V Woman Owned_ Emerging Small Business_ Veteran Owned_ ACKNOWLEDGMENT OF RECEIPT OF ADDENDA TO PROPOSAL DOCUMENTS: Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 Check if not applicable or if no addenda were received: V OSBEELS/OSBGE/ORBAE No.(s) Provide name(s), title(s), and certification number(s)for each Key Person listed under Section 6.3(b). Attach additional sheet if necessary) Name: NIA Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: Name: Title: Certification No: 21 ( P a , e C I T Y OF .....................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................� PROPOSER INFORMATION: Kosmont & Associates, Inc., dba Kosmont Companies Proposer Company Name 2301 N Rosecrans Avenue, Suite 4140, El Segundo, CA 90245 Company Address (from which work will be performed) 424-297-1070 424-286-4632 95-4257431 Telephone Number Fax Number FEDERAL ID NUMBER Printed Name of Person Signing RFP: Ken K. Hira Title: President Signature:- ---------------- � ° Email Address: khira@kosmont.com 22 ( P a , e C I T Y OF ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... EXHIBIT C CERTIFICATIONS/REPRESENTATIONS: Consultant, by and through its authorized representative, under penalty of perjury, certifies that (a) the number shown on the attached W-9 form is its correct taxpayer ID (or is waiting for the number to be issued to it and (b) Consultant is not subject to backup withholding because: (i) it is exempt from backup withholding, or(ii) it has not been notified by the Internal Revenue Service (IRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends, or(iii) the IRS has notified it that it is no longer subject to backup withholding. Consultant further represents and warrants to City that: (a) it has the power and authority to enter into this Agreement and perform the Work, (b) the Agreement, when executed and delivered, shall be a valid and binding obligation of Consultant enforceable in accordance with its terms, (c)the work under the Agreement shall be performed in accordance with the highest professional standards, and (d) Consultant is qualified, professionally competent, and duly licensed (if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws, it is an independent contractor as defined in the Agreement, it is authorized to do business in the State of Oregon, and Consultant has checked four or more of the following criteria that apply to its business. _V- (1) Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence, set aside as the location of the business. (2) Commercial advertising or business cards or a trade association membership are purchased for the business. (3)Telephone listing is used for the business separate from the personal residence listing. (4) Labor or services are performed only pursuant to written contracts. _ (5) Labor or services are performed for two or more different persons within a period of one year. (6) Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the ownership of performance bonds, warranties, errors and omission (professional liability) insurance or liability insurance relating to the Work or services to be provided. c Consultant's signature April 24, 2024 Date 23 ( P a , e -CITY OF ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Formw-9 Request for T'2x ayer M,3flpa IFGm to Me pare O Votr ,a;q IIdentltld 2tion,Number 2Ind Certffic tion; requiastw.Do MA 1 rm�m 11 f send to,tM 1 ., Irrlorru9me�anrmaar l►�C;amdla�wrwri�r.Be,� trcarilimetrr�rr�1'larae�ana:itra °r � rpm ruaarr,.,mamma�rm�Turanri�tl �nnr .,�®,ate arcm ram, Kosmont& Associates Inc. Kosmont Companies SchamAppTap1da Germ kv radwW Cm abumMnSm c' 'mmam N ortmd m Ilrrm'1,.Ch2cKWy,ona,Vf ME, rot mp Y rb im bm� w"In, Mi pmgm a� dFg21M rrromr klh ❑ urm a r rer,riey cm ,p®rr.starer r m tw daMM01dim,F-C amnp 3MHD a „r=aaaex mrrrr ► Nt No'W tritilcr9;em. , ;oax rn am Va Obcw kr..I`w lNn:a .. ltub m1 crtw.m ei miv!.norar i3wmr..Do Wit..&mk Erampaw'ft mm F9ATrA mperlrg u�C..n�a ILLS�- mara rM.l� � ire m rJrMrmr nr nmKa rr.�d irm, 3� n wYhw'LLLrW Is rwtdwragzrW ftwn rlm avirmw for U.B.12J20 bo:a.- r, mamhsr;l.1bG r od ❑ omux urea r-r ti znrg rF r wt.s m wa a �uamdcrm 'ncaC Ild ZPL w MAM W.y am 0� anmr , 1601 N. Sepulveda Blvd.,#382 a CRY.wNk mrm Manhattan Beach, CA 90266 a,uma,, . r ae®erV h='fVbmq r Enter,yw TIN In the la tame-,The TIN pro M ledl Must ream the name tom,an Ina 110 avmmM.h BMW age"ramrdw raaldarlt aMrr, pr ,dr dlaraganrlad amYltty°„ Mtua lrs ttrr.'Part Id.Iatar.Fear tllhr� erdfiles, `empl Iderrtlhecatlonnuwmber(MfA.1M'y+oudDvot haves,n bwe r to goto War. mW Kallwifi lamlOunt S In!mae than)one name,Sea the t ittria ttr 1ne t.;V w aae tMRhat`, fincl, Eff"bywkkffrWC0Vw,nUMftw AftmVer T0,2i a Me REquaster ttr gwddelltaes an Whose,mornter ID arller. 9 5 -- 412 5 1 7 4 1 3 1 1 on, Under penaNdes al penury,h reffly t mt: 1.The irunbw shown ING 11bu m is my D3fferA tarpayer bdortificatIon nLffrb �r I am wafiftNj to+r a numbw tD be Issued to m4 a d 2,.m am trot srurter_;t,tru bacJW vvttla-oWng bmauae:,tad-1,am e+m mypt from tuactrr p 011MUling or(0 I hewn not:been,n39TArd iby the Ifft mal Revenue SBM3e,01FIS)VW M am mqecl tra baMup wnhhoUngas a TeaR oM'a 1e1lree W repxrrt at I or aWdenda,or time trts,has noRltred me flat iI am no lures ar gpct in barrrW rrrINWIMNy,are] 3.tSMe US.dimeriCVWU' s.: (Winfld mod;RW 4...71re RATCA codeN entered an MIS Xffm.Qtano�tor2lc"that m am emamrpnatom FATCA rWartlrg Is mmect. Ideto LAID r.You RUE9 crdaa md,lemi 2 60rwe A you haru'Q beenruiblM,by the IRS Mat you are uFTerfify siMled to Mp wAth oldirg bwaa yw hrawa IM Ed to repiDN at narW aid&Mends on yow felt ram.Farr mad estftie'transacbons,1harn 2 dws Ind epphd.For rm®rtge pit,, wqtWban drWarrlimmern of semwed pmpffty,canwilaton dl'd6 ,COMMM10m, Im an rADAJual nationwt arrangement pm,am dhw Man hrtereat a,wg dWklanib,ynuu are riud mqi W elan,Me oerhfkoa un,it id ytmuu mamt provIde,W rorreet TINL See the InsbucUrrialbir part It Ider., Sign Hamnr „rrrr� , ow.* April 24,2024 General Instructions, •FdmriIdadrOrCdrtdar�lla,umx�dr� m�Mua wedrirrnrtwal t' cdGn TefarwKms are IrathB Irhterrral Ra,"A'artle Uxle unlass d1herrilse .rdm[1099-EMI (%Van tMea of Irearrie,prIzM awards,or gross rr>Ed. pr d6a Fatima dew4inpirwille.For the lit-Be.hftwmmdm ataorrl deveMrgpm erge .IFdmm 1 C99-13 or rmufuaI iunr7 ,eridl oerWh other relelBd to Farm We and Its ll such as k1platan enacted marEwb3is by w0w3r,4 alter vvy mare prutatdalhed,goo to .AM.9oYd,FdmmM . .iFlorrnl'1 tttrlr rl °bran ]Id stet of Form .Fb(mi 1009-K i1m,erchamt card eM ahtrd perty ireftcrK u u rrw) AR WVIdd9 drentity dFdrrn -9 ,Ng Fequttad tD Tflig an •Form 1,099 ghrame mortgsge labara9l 1 t itw lirdaresld lInfdmnation;retum w2h.Be IRS imrust c=n Vw correct talrpiayrar 1 -T Plpidr4 tlli ktdatlmn ra m (TIN)vANch maybe yraur aad"at aecu lty number Form 1 (Carraeled de SM,,lrd,Wdml La:,qmyw ldentlltratlom.number JIM adopltlon rF ni �dsngialstilrmra�ar miry mt,et ra l N IHXpeff krarr member(ATIM,or em IderriffIC W nrumrtar ,'to repcd on,an Ire=abon ra'Iurn°Me arnou rt paldW to yn, or ottmr Use Fa -9 only 1f you area US.person tlrcuu&ng areakkffi an ent a on an ilk .£scamp of l 81 .IDmm Mmr pM rla YDX ncrrscr,'TIN. returns,1ncIL 1%but.are rKA mnmlNled to,,11w rmlilowinlg�.. ff mat nBtlrtd Ftwml -,g tb tie a TW .Fdmn 1 1lrmereet owned if p2fflj, De=4Wd tD tw*pw wtdWMg Sgs Weak is backp wrlthhrdtllmgl,, MAW. CAL MD.1MIX Famrr W-QfF1QV.1d- 19 24 ( P ,l , e KOSM&AS-01 BSTERNBERG ACORL7µ' CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) `.�• 4/10/2024 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S),AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies)must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License#OC36891 CONTACT Brett R Sternberg Lyddy Martin Company PHONE FAX 5021 Verduggo Way (A/C,No,Ext): (310)478-2625 317 (A/C,No): Ste.105#414 E-MAIL brett@lyddymartin.com Camarillo,CA 93012 INSURERS AFFORDING COVERAGE NAIC# INSURERA:Sentinel Insurance Company, Ltd 11000 INSURED INSURER B: Kosmont&Associates,Inc. INSURER C: Dba: Kosmont Companies 1601 N.Sepulveda Blvd.#382 INSURER D: Manhattan Beach,CA 90266 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: 74 REVISION NUMBER: 1 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD MMIDD/YYYY MMIDD/YYYY A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE j OCCUR 72SBABC3942 6/27/2023 6/27/2024 DAMAGE TO RENTED 1,000,000 PREMISES Ea occurrence $ MED EXP(Any oneperson) $ 10,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY El JJECT1:1 LOC PRODUCTS-COMP/OPAGG $ 2,000,000 OTHER: $ A AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 1,000,000 Ea accident $ ANY AUTO 72SBABC3942 6/27/2023 6/27/2024 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ X HIRED X NON-OWNED PROPERTY DAMAGE AUTOS ONLY AUTOS ONLY Per accident $ A X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 3,000,000 EXCESS LIAB CLAIMS-MADE 72SBABC3942 6/27/2023 6/27/2024 AGGREGATE $ 3,000,000 DED X RETENTION$ 10,000 $ WORKERS COMPENSATION PER OTH- AND EMPLOYERS'LIABILITY Y/N STATUTE ER ANY PROPRIETOR/PARTNER/EXECUTIVE ❑ E.L.EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) Information Purposes See attached Persons or Organiztions Designated as Named Insureds to include: Kosmont Transactions Services,Inc.dba;Kosmont Financial Services CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Proof of Coverage/information a/Information Purposes THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN g P ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 72 SBA BC3942 'tL ay CHANGE NUMBER: 002 it THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. AMENDMENT OF THE DECLARATIONS - ADDITIONAL PERSONS OR ORGANIZATIONS DESIGNATED AS NAMED INSUREDS The following person(s)or organization(s)are added to the Declarations as Named Insureds: KOSMONT & ASSOCIATES, INC. DBA KOSMONT COMPANIES Kosmont Real Estate Services, dba; Kosmont Realty KOSMONT TRANSACTIONS SERVICES, INC.DBA KOSMONT FINANCIAL SERVICES KOSMONT OPERATIONS & OPPORTUNITY LOCATORS, INC. KIMCO URBANFLEX INVESTMENTS URBANFLEX INVESTMENTS, LLC SOUTHERN CALIFORNIA REGIONAL CENTER, LLC DBA CALIFORNIA GOLDEN FUND KOSMONT TRANSACTIONS SERVICES, INC.DBA KOSMONT FINANCIAL SERVICES AND KFS Form SS 12 35 03 12 SEQ. NO. 006 Page ool Process Date: 05/08/23 Expiration Date: 06/27/24 © 2012, The Hartford THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. POLICY CHANGE This endorsement changes the policy effective on the Inception Date of the policy unless another date is indicated below: Policy Number: 72 SBA BC3942 SC Named Insured and Mailing Address; KOSMONT & ASSOCIATES, INC. SEE FORM SS1235 1601 N SEPULVEDA BLVD # 382 MANHATTAN BEACH CA 90266 Policy Change Effective Date: 06/27/23 Effective hour is the same as stated in the Declarations Page of the Policy. Policy Change Number: 002 Agent Name: LYDDY MARTIN COMPANY Code: 257163 POLICY CHANGES: SENTINEL INSURANCE COMPANY, LIMITED ANY CHANGES IN YOUR PREMIUM WILL BE REFLECTED IN YOUR NEXT BILLING STATEMENT.IF YOU ARE ENROLLED IN REPETITIVE EFT DRAWS FROM YOUR BANK ACCOUNT, CHANGES IN PREMIUM WILL CHANGE FUTURE DRAW AMOUNTS. THIS IS NOT A BILL. NO PREMIUM DUE AS OF POLICY CHANGE EFFECTIVE DATE FORM NUMBERS OF ENDORSEMENTS REVISED AT ENDORSEMENT ISSUE: SS 12 35 03 12 PRO RATA FACTOR: 1.000 THIS ENDORSEMENT DOES NOT CHANGE THE POLICY EXCEPT AS SHOWN. Form SS 12 11 04 05 T Page o o 1 Process Date: 0 5/0 8/2 3 Policy Effective Date: 06/27/23 Policy Expiration Date: 06/27/24 / � I / I G 1 /n del J r r d I 1 I I / 1 r i, 11 ,, N'n ➢ IN VV l Jf Am/ f � f �l I / �/i" � f f f f f f 1/f ; �f Nrmu�i f , j .• ORlll' I l J I Jr /f / �n �f�J�e/'�/ff�� fir✓ /� %�/ � ,I, I/d',�l a: �r%yAY9G/i+tw.",.,,,� i ✓G�,/il rla l2�(ll/✓�l,,i l�'� i i �I� � 'i'6 Y i i .,I r,�i:.. Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Transmittal Letter Attention: Veronica Allen Subject: Morant McLeod Proposal for Economic Analysis Forecasting and Research Services Morant McLeod is pleased to submit our proposal in response to the City of Ashland's Request for Proposals(RFP)for economic opportunity analysis services,solicitation number EOA RFP 2024. We are excited about the possibility of collaborating with the City of Ashland to provide comprehensive economic opportunity forecasting and analysis services. Our proposal is prepared in strict compliance with the terms and conditions as stipulated in the RFP and all related addenda. Enclosed,you will find our detailed proposal which outlines our methodologies,project management plan,and the innovative solutions we intend to bring to the City of Ashland.Our firm is fully authorized to engage in this contract, and this submission is accompanied by the signature of Ernest Stephens II,Partner,who is duly authorized to bind Morant McLeod to all commitments made in this proposal.We are looking forward to the opportunity to discuss this proposal in more detail.Please find below the contact details of our primary contact person for all correspondence regarding this RFP: Primary Contact Person: Name:Ernest Stephens II,Partner Email: ernest@morantmcleod.com Phone: 503-989-4991 Thank you for considering our proposal.We are eager to bring our expertise in economic forecasting and research to the City of Ashland and contribute to the city's continued growth and development. Yours sincerely, Ernest Stephens II,Partner Morant McLeod 2 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Table of Contents About Morant McLeod 4 Proposer Certification(Exhibit B) 5 Proposed Timeline 6 Firm Qualifications 7 Scope of Work 8 Approach&Methodology 11 Tools and Subcontractors 13 Key Personnel&Contributing Staff 14 References 18 Contractor Certification of Tax Compliance(Exhibit C) 19 Cost Estimate 20 3 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services About Morant McLeod Morant McLeod(MM)is a premier international research and strategy consulting firm,specializing in supporting modern policies worldwide. Established in 2020, our team comprises of 69 renowned subject matter experts,researchers,technical analysts, consultants, and former government officials hailing from various parts of the globe. We strive to create a more connected and transparent world,acting as a bridge between governments,businesses, non-profit organizations, and citizens. Our mission is to help governments and multinational organizations make informed,insightful decisions that promote global development,social progress, and economic prosperity. Our services span the gamut of policy research and Over the years,we have established ourselves as strategy-from crafting domestic legislation and trusted advisors to a diverse array of clients, regulations to designing comprehensive international including local and regional governments, strategies.We assist in matters of economic policy, multinational corporations,international climate and environmental issues,international institutions,and non-profit organizations. MM's relations,technology regulations,and health policies, policy recommendations have contributed to among others. By employing a multidisciplinary significant advancements in governance, approach,we help our clients navigate through the corporate responsibility,technological complexities of governance,ensuring their strategies advancements,and prosperity on a global scale. are in line with industry norms,upcoming standards, At MM,we firmly believe in the power of policy to and best practices. transform societies and build a better future for all. What sets us apart is our commitment to rigorous As we continue to grow,we remain dedicated to our research,impartial advice,and tailored solutions. Every mission of facilitating cooperation and project we undertake begins with a deep-dive analysis understanding,fostering a sustainable and inclusive into the specific socio-political landscape,ensuring that world. the advice we provide is not just theoretically sound but also practically implementable. MINE uuuuuuuuuuuuuuuuuuuuuuuuuuuuuuu �„ %//� j�.,,ii.. ui v �� f o, irrlfJ%'i� �11dJoJJiiiiiGiOi 7777 yrrf��aii�11�11JJJJ�J1Jlll;�rr11flf�f,. �%/i/!�l/ 4 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Exhibit B 4 ................................................................................................................................................................................................................................................................................................................................................................................................................................................................... EXHIBIT e PROPOSAL.FORM Proposals should be prepared and organized in a dear and concise manner and muast include all information required by this RFP, Headers,Titles or Tabs should be used to identify required Information, Responses to thie Evaluations Criteria found in Section 4 shall be organized in the s�arne order listed in that Section„preferably by re- stating the criteria and then responding bellow the restated)criteria. REQUIRED RESPONSE N THE FOLLOWING INFORMATION MUST BE RETURNED WITH YOUR RESPONSE: (Place a check in,front of the item indicating inclusion In your reslpoirnse) RESPONSE TO ALL EVALUATION CRITERIA lasted in Section 4 SECTION 8--Proposal Form Independent Contractor Certification The City encourages contracting,waith minority owned,woman owned,and emerging smack business(MiIWPESB). The State of Oregon offers a certification process. Indicate bOovw If your business Is a MWESB aind If so,which categories Ihiave been state certified. MWESB certified"? Yes—No—, If yes,'Indicate which categories below: Minority Ciwwred x Woman Owned—�,,, Emerging Small Business„, , Veteran Owned — Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each F+kPF"add'en-duam recelvecl: 1,2„3„4, ,6„7,8,9,10 Check If not applicable or if no addenda,were recelved: x Provide namne(s),till andl certification rnumberlsl for each Key Person(lasted under Section 6. (b). Attach additional sheet if necessary), Name: Title: Certif'icatlon No: Name: f itle . No:re_�_________..____ Name. Name: Title: Certicatuon No: Name:,-- Tonle ......---Certification, ertibcation No Name: —Title. certification No: 13 N IP as Lie., j Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Exhibit B (Continued -1 PROPOSER INFORMATION: N: Morant McLeod Proposer Company Name Morant McLeod 4145 SW Watson Ave. Ste 350 Beaverton, OR 97005 Company Address(from which work will he performed), 971.249.8445 85-0507703 Telephone Number Fax Number FEDERAL 11)NUMBER Printed)r airxme of Person Signln R'FP: Ernest Stephens, 11 Tifle, Principal Signature.- ernest@morantmcleod.com E�iilAddress'. re___-_w...__ --------------------_----—___--------. ....... _______.__ ------------- 6 morantmcleod.com Recommended Timeline Your MM team prioritizes your needs. The following dates can be negotiated to expedite the work as necessary. Statement of availability:The Morant McLeod team is ready,available,and excited to complete this project. Week(-3)to week 0,beginning May 2024:Public works vendor selection. Week 0,June 2024:Contract week.During this time,project management will send data requests,schedule interviews,and prepare documentation.Project leaders will perform extended literature reviews,prepare meeting briefs,and begin draft report outlines. Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Deliverable 1:Project Kick-off N �11111/ Deliverable 2:Coordinate/Conduct Joint Analysis 1111 Deliverable 3:Local Economic Opportunity Analysis 111111111 Deliverable 4:Industrial,Employment,and Commercial BLI Inventory Deliverable 7:Facilitate Public Process Deliverable 5&6:Draft and Finalize EOA Documents and Adoption of EOA fl i r What happens after the presentation? There are contingencies built into the quote that will allow our teams to come back for a second meeting, if needed.There is also time built in for the final report development for both internal(City report)and external(public report)parties. y' Morant McLeod Proposal I Economic Analysis,Forecasting,and Research'Servides Firm Qualifications Morant McLeod strives to improve each community in which it works. Our global presence allows us to support communities around the world,while also engaging in,the polio changes occurring around our local offices. Morant McLeod holds over 500 combined years of analysis and planning experience. Expertise in Policy Diverse Team of Global Network Multidisciplinary Analysis and Strategy Professionals We hold a robust network of Approach Development We are a diverse team of contacts and relationships We are able to apply a We have a proven track experts including subject across the globe,including multidisciplinary approach record of conducting matter experts,researchers, governments,NGOs, to our work,focusing on thorough research and technical analysts, businesses,and academic economic,social,and analysis,formulating consultants,and former institutions.This ensures environmental strategies,and providing government officials who our organization stays perspectives. insightful policy can provide a wide range of up-to-date with policy recommendations. perspectives. trends and changes worldwide. Ethical Standards Communication& Track Record of Commitment to We uphold the highest Facilitation Expertise Success Continuous Learning ethical standards in all of We possess exceptional We hold a strong track and Adaptation our engagements, communication skills,both record of successful We stay informed about demonstrating integrity, written and verbal,in enagements with a variety ongoing global trends, impartiality,and multiple languages.We are of clients,including changes in government confidentiality.We adhere able to communicate governments,businesses, to all applicable laws and structures and policies,and complex policy issues and and non-profit emerging challenges and regulations in the countries strategies effectively to a organizations. opportunities. where we operate. wide range of audiences. Cultural Sensitivity Positive Impact Commitment to Equity Certified Minority and Adaptability Our economic forecasting Our commitment to equity Owned Firm We hold a deep services have led to positive extends to continually As one of the rare minority understanding of different changes,such as improved improving local owned and operated global cultures,traditions,and governance,better public communities,as well as our research and strategy firms, socio-political contexts, services,economic own methodologies and we aim to create more enabling us to provide development,social services,as we practice equitable business relevant and effective policy progress,and what we preach. environments across the advice locally,regionally, environmental world. and globally. sustainability. 8 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Scope of Work Specifications /Scope of Work per Exhibit A of the RFP. Visioning.Morant McLeod(MM)has five years of experience interviewing and supporting public institutions on the topic of business and industry.We recently completed similar visioning work in Lincoln County and Clackamas County.Dr.Young has also consulted with executive branch and legislative branch leaders on options for economic cataloguing and visioning. He also has 20 years of experience doing public polling.We feel we are uniquely positioned as a full-service economics firm to not only conduct the economic analysis,but guide and be guided by elected leaders, technical experts, and community members.The cities of Ashland and Ashland are uniquely positioned for growth in the coming decade.It now depends on what type of growth you and your citizens would like to see. We think visioning is only part vision.We think your vision should also acknowledge the uncertainty ever present with the nearing influence of the invisible hand. Or, as Jonathan Swift mentioned:Vision is the art of seeing what is invisible to others.The very presence of invisible aspects suggests that your plan should be agile and considerate of alternative futures.With that acknowledge,we have years of experience doing visioning research and applying thought leaders'visions to applied economic strategy. Economic Advantages and Disadvantages.Ashland and Ashland are at the crossroads between northern California, the Oregon coast, and the natural beauty so prevalent in inner Oregon.Major employers in the area currently include Southern Oregon University, the Oregon Shakespeare Festival, Bee Audio,Blackstone Publishing,Amuse Restaurant,Lithia Motors, Harry&David Holdings, C & K Market, Confident Staffing,and Rogue Valley Manor.The population of the two cities may grow from 215,000 in 2024 to up to 250,000 in 2034.The population could also decline depending upon the economic development strategies and the productivity of companies operating in the area. Looking outward,Ashland and Ashland have enormous potential to boost tourism and recreation as well as sustainable manufacturing.We plan to review all businesses in the two cities and the surrounding areas and will offer our insight into what makes Ashland and Ashland places worth living and working in. Categories of Industrial and Employment Uses.We mentioned Dr.Young's experience developing AEONAI, a real estate intelligence platform that allows for users the ability to change zoning laws or other economic assumptions and thereby see what the parcel value may be if developed into a certain type of property.We have reviewed the land and zoning maps and economic makeup of the two cities. We think our maps will not only include the typical information but also the"potential"mapping of the area. 9 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Scope of Work (continued Specifications /Scope of Work per Exhibit A of the RFP (continued). An estimate of the types and amounts of industrial and other employment uses likely to occur, based on the: a. Buildable lands of commercial and industrial lands,including site descriptions,site constraints, and total acreage. b. Location,size, and buying power of the market.We are experts at estimating the total addressable market and associated imports/exports from a given area.We use proprietary business information to gauge the health of businesses in the area. C. Transportation facilities.We reviewed the transportation information available.We think it may be helpful to add cell phone tracking information and in-and out-migration information to the transportation planning. d. Public facilities.We will add as layers to the geographic mapping public facilities and their relationship with other industrial and employment sites in the two cities. e. Labor market factors.The cities of Ashland and Ashland may be presented with a challenging labor market environment tin the coming years given its aging demographic pyramid. f. Access to suppliers and utilities.Although business information is confidential,we will use economic multipliers and other modeling information to offer you greater understanding of the suppliers and utilities to the areas. g. Necessary support services. h. Education or technical training programs. Educational Attainment Trends.As requested,we will provide the history of education attainment and projections into the future based upon those historical trends.We think the educational attainment information may be very useful in your planning process. Wage trends by sector, households, and educational attainment.We subscribe to proprietary wage and household information and will add this detailed information to our study. Equity and Inclusion Considerations a. Regional and local outlook for community members with a high school degree or less. The outlook for individuals with a high school degree or less may be more positive than it has been in the past 30 years.We will present ranges of options for you to consider. 10 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Scope of Work (continued Specifications /Scope of Work per Exhibit A of the RFP (continued). a. Regional and local economic outlook for community members in land-based sectors. We will offer our insight on potential growth options for land-based businesses. b. Regional and local educational environment to supply skilled labor aligned with major sectors C. Emerging workforce development opportunities Recommendations. Our recommendations will consider the community input on: The type of economic growth the community would like to see. Whether there is a disconnect between what the community would like to see and what the independent economic forecasts suggest is doable. A discussion on strengths and weaknesses of Ashland and Ashland. Recommendations based upon forecasts of cities/counties around Ashland and Ashland and their associated impact on Ashland and Ashland's futures. A discussion of the upside and downside risks associated with Ashland's and Ashland's economic forecast. As an example of our experience doing stress testing, please see Dr. Young's work with the Utah Legislature on stress testing. 11 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Approach and Methodology Please see the attached work samples. Govern mejILB.ad�etStressTgstin Government Five Year LLQ4ctions Lhy Forecasts Government Revenue Analysis Government General Fund Analysis Cell Rhone Data,Analysis&presentation BOOK: Government Homelessness Plan with Economic Research on Homelessness Project Approach Dr.Young will lead the project. He has 20 years of experience doing sales tax,income tax,property tax, ad valorem taxes, and other tax type forecasts. He has presented two times before the Federation of Tax Administrators and has consulted on economic forecasts across 42 states and 35 countries.Dr.Young was an integral contributor to the development of the cutting-edge real estate valuation tool AEONAL We think a similar tool would be helpful to you because it offers you the ability to interactively change zoning and other factors when performing economic projections.The tool truly is on the forefront of economic opportunity analysis. • Economic Pressure Points:What Matters for Growth? • 1Thel��)act�of'Tra�ortati�Water�and Energy on Economic Growth The following three examples show the ability to do economic analysis across a wide range of industries: • LEc�onomic�Ipactofth�eGoldan Holding in West Vir inia • LEc�onomic�Ipactof'F�Iectric Bus Manufacturing. • Economic I Dact of' an Aeros Dace 12 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Approach and Methodology Project Approach(continued) Economic Information Detailed examination of unemployment rates, employment data,labor force statistics, and wage/salary distribution for City of Ashland and the U.S. Examples of our prior work on this are attached. Analysis of personal income,per capita income,retail sales,building permits,housing market indicators, office market inventory,and commercial building permits.Examples of our prior work on this are linked in the previous page. Examination of multi-family market inventory,vacancy rates, and other relevant economic indicators. Examples of our prior work on this are linked in the previous page. Consumer Price Index and GDP Deflator.Examples of our prior work on this are linked in the previous page. Analysis of the U.S. Consumer Price Index and GDP Price Deflator to provide insights into inflationary trends and economic stability. Examples of our prior work on this are linked in the previous page. Methodology Our approach to conducting economic analysis and forecasting is based on rigorous research methodologies,utilizing both quantitative and qualitative data sources. Our work consistently outperform competitors in terms of accuracy and timeliness.We employ state-of-the-art econometric models and statistical techniques to ensure the accuracy and reliability of our forecasts. Our advantage is that we are capable to make our forecasts dynamic in real time, meaning that you are part of the forecasting process as well. 13 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Tools and Subcontractors Tools All best practice and cutting edge tools are used. There are no proprietary tools used that would present the City of Ashland from obtaining or using the data. Subcontractors All Morant McLeod staff are in-house. No subcontractors will be used for this engagement. Special Assistance There is no special assistance needed. 14 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Your Key Team The Chief Economist leads all analysis and modeling efforts by extracting policy provisions into real world impacts, and communicating those with best-in-class tools for easy absorption and understanding. For this engagement, Dr. Thomas will act as the key project manager. Dr. Thomas Young Chief Economist Dr.Thomas Young is a seasoned regional,state,and federal levels.His r economist with a demonstrated track breadth of expertise supports many ��'' ✓` record of providing strategic economic types of policy,including multinational insights and analysis that support housing corporations,startups,government policy.With over 20 years of experience in agencies,and NGO regulations.His With a unique mix of policy the field and a doctoral focus on GIs and ability to distill complex economic urban planning,Dr.Young possesses a concepts into practical insights has analysis expertise,land use& deep understanding of land use and allowed businesses to navigate GIS acumen,and modeling building code regulations. uncertain economic environments, ability,Dr.Young brings a Throughout his career,Dr.Young has mitigate risks,and seize growth view of prediction and worked on policy analysis on local, opportunities. anticipation that minimize policy risks while increasing Selected Resume Highlights effectiveness. Morant McLeod Chief Leads housing development and feasibility analyses,supports Economist strategic planning with data focused approaches. Education • Housing&Homelessness Economic Analysis-Lincoln County Doctor of Philosophy,Finance& . Child Care for All Economic Analysis Clackamas County Economics Econometric Studios Chief Utah University Led feasibility studies to determine cost effectiveness of proposed Economist developments,incorporated building codes and land use regulations to Bachelor of Applied Economics support cost analyses. Utah University Development Feasibility Study-Loopland Parks Development • Development Feasibility Study-Goldan Hospitality Development Certificates AirBN8„&„Hotel Growth Models„ City of Austin,TX Senior Certified Appraiser Utah State Legislature Economist Utah Division of Real Estate Analyzed policies and determined the effects of policy adjustments and proposals.Supported sustainability efforts with strategic suggestions. • Housing Fund Analyses-State Tax Commission • Development Feasibility Studies-Prison Relocation Commission • Economic Indicators-State of Utah,United States • Development Forecast-Fiscal Analyst Ofice • Economic Incentives-Fiscal Analyst Ofice 15 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Your Key Team Thomas is a Ph.D. economist with 20 years of experience working at the intersection of economic and demographic forecasting, economic development, tax policy, finance, investing, government policy, and data engineering. Skills/Licenses Dr. Thomas Young (continued) Licensed Appraiser Chief Economist REMI,IMPLAN,RIMS-II,SAS, STATA,EVIEWS,R,Python, Economist to the U.S.Department of Evaluation of tax incentives and Tableau,SPSS,PowerBI,ArcMap, Justice on the economic impact of consulting on best practices for Domo,SQL immigration policy options,with total economic development. impact advised of over$100 billion. Long-time presenter at local and Advised legislative leadership;improved national conferences Economist with the National Science the revenue and expenditure forecasts by Foundation on price indices.The effect of at least$2.75 billion for the$30 billion Thomas'work will be included in the state budget. President's budget recommendations to Associations Congress in 2025. Served as Chair of the Revenue National Association of Forensic Assumptions Committee,influencing Economist with Legal-Economics,LLC,a economic policy decisions for the$200 Economics Harvard-based antitrust and damages billion economy. National Association for Business economics consulting firm with total value Economics consulted on of over$1 billion. Economist on economic and financial MountainWest Capital Network impacts of proposed developments, including athletic centers,professional baseball stadiums,post-acute care facilities,hotels.The amount at risk ranges from$50 million to several hundred million. Revenue and economic forecasting. Economic development modeling, including on housing affordability,tax and budget policy,and childcare consulting. 16 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Your Key Team The Partner supports the success of the firm staff, leads research efforts, assigns analysis to team members, collects data, evaluates approaches, and develops policy recommendations. The role includes communications to key clients, including presenting to government leaders and international executives. Ernest Stephens II Partner An expert in policy and administration, With both employment and consultation Ernest is an accomplished strategist with experience with HUD organizations, over 20 years of economic analysis Ernest has a rich industry experience in experience across diverse sectors.His identifying and resolving critical policy, substantial background in strategic regulatory,and building code issues. Ernest has analyzed the most planning and business intelligence allows His unique understanding of housing, complex standards and him to create robust,data-driven solutions facilitation,research,and process to complex problems. improvement makes him the ideal presented strategic findings individual to lead this project. to the largest global firms. Selected Resume Highlights Morant McLeod Partner& Education Leads research,provides high-level facilitation,and creates strategic Project Lead policy approaches that maximize impact&minimize cost. Doctor of Business Administration George Fox University(in progress) Housing&Homelessness Economic Analysis-Lincoln County • Child Care for All Economic Analysis-Clackamas County Master of Business Administration Global Economic Strategy-Atari,Inc Suffolk University Foreign Direct Investment Economic Strategy-Volvo,Inc Business Administration Economic StrategY ODHS Housing„&„Econo Warner Pacific University Portland Housing Authority Economic Analyzed housing inventories against needs of diverse Research& communities,proposed policies to the City of Portland to meet Analysis Certificates housing needs. City Club of oran Economic Applied Business Ana of Analyzed hoes ng indventories against needs of diverse Research& Massachusetts Institutete of communities,proposed policies to the City of Portland to meet Analysis Technology(MIT) housing needs. Game Theory&Strategy Darden Incorporated Business Yale University Planned new locations,budgeted development efforts for Olive Planner&Six Six Sigma Master Black Belt Garden restaurants.Conducted cost analyses,including staffing Sigma Master Darden University,Management& and resource plans to meet corporate and government policy Black Belt Strategy Institute nts. requueme Fairmont Housing Authority Economic Planned budgets,analyzed services,and supported affordable Research& housing plans with analysis. Analysis 17 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Contributing Staff Morant McLeod Front Desk Staff. The Morant McLeod front desk staff will play a critical role in communications for all City of Ashland staff. Alongside the Executive Assistant, this team will ensure that all communication timelines are met and information is properly disseminated. Dr Monica Greer,Senior Economist. Dr Greer specializes in public utility related economics, including power and energy.Dr Greer is a highly seasoned economist,with 30 years experience of economics research, consulting with governments, teaching economics in a university setting, presenting at economic conferences, and writing economics books. She will support the economics team dedicated to this project. Zeaven Meeks,MBA: Economic Analyst. Zeaven focuses on corporate economic analysis,having experience with corporate divestitures and acquisitions which she acclimates to economic research. She specializes in processes related to SAP,Business Warehouse,Hyperion, Oracle, Computers Unlimited, and more. She thrives while working independently as well as in team settings. Alex Merkushin, MBA: Economic Analyst. Alex focuses on socio-economic analysis and will conduct research/analysis to support the project as needed. This allows much of the regular economics tasks to be performed by the correct staff,while creating capacity for senior staff to ensure client communications are timely. Chris Yarde,MA, MBA: Economic Analyst &Visualization (Descriptive)Analyst. Chris works will all economic staff to ensure visualizations are easy to understand, communicate the data fully and efficiently, and are compliant with all applicable standards. Sridharan Ganatra: Report Designer. Sri leads the Morant McLeod report design teams to ensure timely presentations for all client needs. 18 �IMORANT MCLEOD m,,,,�„„„m,,, �„M�,�,,,,, Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Exhibit C MH'LAN'D ................................................................................................................................................................. EXHIBIT C CERTIFICATIONS/REIPRESIENTATIONS.Consultant,by and through its authorized representative,under penalty of perjury,certifies that(a)the inumber shown on the attached W-9 form,is its correct taxpayer ID(or is waiting for the number to,be issued to it and(bi)Consultant is not subject to backup withholding because: (i)it is exemipt from backup withholding,or(H)it has not been notified by the 11 n;ternali Revenue Service(IRS)that it is subject to backup withholding,as a result of a faflUrie to report ail interest or dividends,or(iiii)the IRS has notified it that it is no longer subject to backup withholding, Consultant further represents and warrants to City that: (a)it has the power and authority to enter into this Agreement and perform the,Work,(b)the Agreement,when executed aind deliveredl, shall be ai valid and binding obligation of Consultant enforceable in accordance with its terms,(c),the work under the Agreement shall be performed in accordance with the highest professional standards,and(d)Consultant is qualified,professionalty competent,and duly ficensed(if applicable)to perform the Work. Consultant also certifies under penalty of perjury thait its business is not in violation of any Oregon,taix laws,it is an independent contractor as defined in the Agreement,it is authorized to do business in the State,of Oregon,and Consultant has checked four or more of the following criteria that apply to its business. A- (1)Consultant carries out the work or services at a location separate from:a private residence or is in a X specific portion,of a private residence,set aside as the Ilocati:oin of the business, — (2)Commercial advertising,or business cards or a trade association membership are puirchaise,d for the X business, X (3)Teiepholne listing is,used for the business separate from the personal residence listing, (4)Labor or services are performed only,pursuant to written contracts. (5)Labor or services are performed for two or more different persons within a period of one year, X (6)Consultant assumes financial responsibility for defective workmanship or for service not provided as evidenced by the owniershiip of performance blonds,warranties,eirroirs and omission(professional liability)insurance or hali Insurance relating to the'' orrk or services to be provided. Consultant's signature 04-26-2024 Date 20 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Exhibit C FWmm W~9 (Request for"taxpayer Gin Fernetdthe mow.Ockber2ailm Identification Number and Certiftation requesiber.Cho not bep W r oP dwe'flraaWwyn send!to tMte I RS. Innaerrne he'reniww twrrae ur Go to ww^wr ilincow leffibrien, few*mstnatAJons.And the latest Irdordin.afl rm. 1 hie gam WWIam4 er'n vow Ineor ne Tax m1mAUrn IKWrm*WishWvd mrew Our Illrrq�,u')•AN u'b�i d�l9dw 1 �Il�rw�IYA '�d.. 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Farmn,W^'9'I'Ftow Rb-;lrt8q 21 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Fee Structure 51 11 E afiffw�J��rar��a l PhD Economists 15 2 $1,800 PhD/ MS $'125 1 $1,250 AdImin I Report n I Design/Finishing $11I 5 $1,6150 ,225 Co"'nxtelCon� uc Joint,An! � -I eftrdlAstwfand II /MS Researchers $126 20 $2,5001 0 ftg I Design/FINshing $110 Local Ecowmic Opportunity Analysis Est Esfi"wtod F $7,'l 25 r"rduir rrrarr arl� rrr�aril Irrwrrr'e EMAM Egkwitthm Principal C rr u rr /Nei IPartner 1 5 P'hD I MBA I MS Researchers $1262 $5,840 22 Morant McLeod Proposal Economic Analysis,Forecasting,and Research Services Fee Structure Diroft E rtt ftk sit m FG NAf Prindpal C ltant!Firm I ; 5 5 PhD I MBA I MS Researchen, $126 20 $2,500, Admin/Report MitingI FinlsNngI 5 ,526 Finalize,i Oaf l Ram -Hours Estimated Fees Princol Consuftant I Firm PA ,76 PhO I I II / MS 125 20 $2,500 mii /Report,Offing I Delsigin I Finishing '10 $1,100 8,060 FacHkaft, Publit Fires end Adopbcm of EOM, M Prindpal Cons 7 5 Z62 PhD Economists 24 $3,600 ' I /IMBA I IDS Researchws, $125Research Ad"On /Report, ii ' I IDesigin it Finishing 1,650 5 $10,375, TO,TA,L $53,790 23 ia��oio�� 1 / l /Y it"" Coon mi c 3ppartuni#y Analysis Update for Ashland, Oregon 202 For: From >. IT POINTS ASHLAND �J �N „rtVlr'� �I fr � '7'" �� 01I`k `;; w, L 1'➢ ICJ A p ri l 2 , 2024 Contact Address +r * , .O Box p• s Moscow, d, . rl� w�« w w+rw r�x yx wr w 11YWAM w..i .�MNM Mub .+rwww�w�ro ww•rr.;..� -- wsww:.wW Contents 1. Cover Letter......................................................................................................................................1 2. Proposed Approach........................................................................................................................2 Task 1: Schedule & Project Management.....................................................................................3 Task 2: Joint Medford/Ashland Economic Opportunities Analysis Elements..........................4 Task 3: Ashland Local Economic Opportunity Analysis ..............................................................6 Task 4: Industrial, Employment, &Commercial Buildable Land Inventory...............................7 Task 5: Draft EOA Document Deliverable ....................................................................................9 Task 6: Final EOA Document Deliverable.....................................................................................9 Task 7: EOA Adoption & Public Process.................................................................................... 10 3. Project Schedule........................................................................................................................... 11 4. Proposer Certification.................................................................................................................. 13 S. Contractor Certification of Tax Compliance.............................................................................. 15 6. Estimated Costs ............................................................................................................................ 17 7. Project Team Experience............................................................................................................. 18 8. Past Projects & References .......................................................................................................... 24 DLCDRelated Experience ........................................................................................................... 24 OtherRelevant Experience.......................................................................................................... 25 i` P I N TS M4�1G�''F,Wx '.'MNMMff'W�• .+MEIN IWf .m ,. .�MI!•Y.' i NW M.f IIN i.tlN.YY r i a�M W WI XN d.4.rvYe R. µ.■MM IY%R FM XIIW u. .y A. _.. •li'M 4 Wb�R v. .i IMM*M1'N W . &tlXgPWW M M'M MM W W 1 . Cover Letter Dear City of Ashland Planning Department: Please accept this proposal from Points Consulting (PC) and Nexus Planning Services (Nexus) demonstrating our interest in the City of Ashland's Economic Opportunity Analysis RFP. Our team is prepared to help Ashland evaluate its current economic status and opportunities, as well as its stock of commercial and industrial land sites to determine if capacity and composition are conducive to economic growth and development. We recognize this project is closely intertwined with a similar study for the City of Medford, and have submitted proposals for both. Our interest lies in helping the cities understand future economic opportunities and land use expectations so they can plan accordingly to allow for community-enabling growth. Our team is experienced with the Goal 9 process (OAR 660-009-0015), having completed three such projects in Morrow County and one for the City of La Grande as well. Beyond Economic Opportunity Analysis projects in Oregon, our team has completed projects that are materially the same across many other states. Including work for public and private sector clients, our team has completed 18 directly related real-estate feasibility and market studies over the past two years, and we have national awareness of land use policies, programs, and best practices. Within Oregon, we have completed three other economic development related projects that demonstrate our understanding of Oregon's economy and unique land-use policies. Thank you for your consideration on this RFP. My contact information is below. Please reach out with any questions or updates throughout the evaluation process. Brian Points, President Points Consulting LLC EIN: 84-2636566 Oregon Secretary of State Registry Number: 1663756-92 PO Box 8487, Moscow, Idaho 83843 208-596-5809 Page 1 i POI NITS w�. w w.w .rx yx w+ w.YWAM w..i .MNM.ub -- wsww:.wW .� 2. Proposed Approach Project Understanding The project team understands that the City of Ashland requires an Economic Opportunity Analysis (EOA)that meets all requirements of OAR, and ORS, Oregon State Goals, and the Economic Element of Ashland's Comprehensive Plan. Moreover, this EOA would ideally be conducted in tandem with an EOA for the neighboring City of Medford to reduce the need for duplicating research at the National, State, and regional levels. Our team is submitting proposals to both City's RFPs for this reason. Our core approach to this assignment is summarized in the infographic below which displays all items noted in the bullet points along with several additional factors that account for real estate absorption under normal market conditions. In summary, the core tasks of such a study include: Business Land Inventory Population forecast Developed Vacant Redeaelopable 40 40 • Engagingwith local tli ��1�� business and community �'" E/A mployment Forecast leaders on prospective ' "'Density t economic development SUPPLY possibilities - Land Demand Forecast • Studying national, state, and regional economic trends that will affect the EIMANID cities and region over the next 20-years • Forecasting population and employment growth for Infographic of Goal 9 Supply&Demand Assessment regions of analysis in the short and long-term (20-years) • Measuring the supply of existing employment lands within the Urban Growth Boundary (UGB), including those deemed developed, vacant, and redevelopable • Determining any environmental constraints to lands in the UGB (and potential expansion area) • Conducting a gap analysis of employment lands based on current UGB and forecasted growth to determine if land-supply is sufficient to support future growth • Recommended site types for any future land-supply additions including site sizes, characteristics, locations and zoning designations • Providing economic development recommendations to maximize the assets and resources of the City of Ashland 2 IF' age w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Delegation of Tasks The project team will manage all aspects of the project except for the deliverables assigned to the City in the RFP. As specified in the City deliverables, the City's role will include facilitating initial connections with local contacts, and providing access to all material and electronic resources that are not publicly available to the project team. City staff are welcome to join the project team for community interviews and site tours, but are not expected or required to do so. The following summary explains the project team's approach to organize and accomplish each of the tasks and activities explained in the RFP. Task 1: Schedule & Project Management The project team will coordinate with City representatives to kick-off the project with an in-person meeting, during which the team will introduce our staff and consultants assigned to the project and determine a main point of contact/steering committee for the City of Ashland. Recognizing this is a joint study with the City of Medford, our team will coordinate with both City's staff to minimize duplication and optimize clarity between all parties. During the kick-off meeting, the project team will produce a draft project work plan and draft inclusive outreach plan to be reviewed by city staff. Typically, during this meeting we cover the following materials: • Review project goals and objectives in accordance with Oregon's Economic Opportunities Analysis (EOA) requirements • Determination of virtual check-in meeting cadence and frequency (usually bi- weekly) • Develop a list of stakeholders and additional local contacts including individuals or organizations representing priority populations • Determination of necessary GIS inputs and map layers for analysis before project team interacts with Jackson County • Identify and share additional resources, reports, and datasets that should be used throughout the course of the engagement Community Involvement Our team will also formulate a Community Involvement Plan during this Task to incorporate input from the residents of Ashland and Medford. To this end, our team proposes to conduct two townhall events in collaboration with the two cities, at dates and times to be determined throughout the course of the project. In each case the consultant team will coordinate with and integrate perspectives from Ashland, Medford, the Greater Eastern Oregon Development Corporation, and minority audiences identified by the city steering committee or appointed individual. The consulting team will also facilitate connections with regional organizations, such as the Union County Chamber of Commerce, Oregon Rural Action, Community Connection of Northeast Oregon and with contact lists of businesses, as well as non-profits and other community 31IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW w... • xn.r ,,,ii- in p(/ 6 m,�i/1��/�ri/ i i�i �.,,, mi, i "' I II J uu leaders. The townhalls will be both ' , informational and participatory, (i.e.: not just a presentation of findings). " Ideally Townhalls will be conducted on-site at public locations in Ashland/Medford, typically public libraries, city hall, or community ' ' centers. They'd be scheduled in the ' late afternoon/early evening to ��f allow maximal participation from members of the general public. PC Townhall in San Juan County, UT 023. Though these events will be in-person, the consulting team would be pleased to provide remote engagement options during these meetings as well. Our team has conducted hybrid events where both on-site and remote participants are capable of seeing all materials presented and engaging with the consulting team. We will furnish supplies such as projectors, speaker phones, etc. to facilitate such events, but will require adequate internet coverage at the meeting site in order to make this possible. The consulting team, the city steering committee, and other stakeholders will partner to advertise these events to the local community. Exact methods vary based on circumstances, but methods we have previously used include newspaper articles, radio ads, flyers, and social media advertisements. The consultant team will provide bilingual facilitators at the public meetings upon request. Interviews with key stakeholders and community leaders will also play an important part in bolstering ourteam's understanding of the region and community. These interviews are discussed further in Task 3 of this proposal, but will be included in the Community Involvement Plan presented to the cities for review as well. Deliverables: • 1.1 Summary of Major Tasks& Overall Project Schedule • 1.2 Tentative Schedule of Events • 1.3 Coordination & Meeting Dates for Project Management Team • 1.4 Draft Community Involvement Plan (with consideration of diversity equity and inclusion, for review by the Committee on Community Involvement) • 1.5 Final Community Involvement Plan Task 2: Joint Medford/Ashland Economic Opportunities Analysis Elements Our team will collect data at the National, State, and regional levels to formulate a baseline to work from for both the Ashland and Medford EOAs. To determine regional context, the project team will conduct qualitative research using any existing documents identified during the launch meeting and our own independent research. We will 41IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW conduct an economic trends analysis that will review all available data in assessing future opportunities for both the core area (cities of Ashland and Medford), as well as the broader economic region. Based on our experience with similar studies, we expect a multi-county area to serve as a good benchmark for regional trends analysis, such as Jackson, Josephine, Douglas, and Klamath Counties. Our review will also include federal and state statistics as well as published material from the City of Ashland, SOREDI (Southeastern Oregon Regional Economic Development Inc.), the Oregon Employment Department(qualityinfo.org), Portland State University's Population Research Center, and the Mid-Willamette Valley COG, to name a few. We will also incorporate any takeaways from the Community Involvement work done throughout Tasks 1 and 3. All of this will allow out team to produce an economic profile for the Ashland/Medford region, the State, and the Nation using the following metrics, as well as others as needed: • Demographic analysis to assess existing and emerging trends related to the region's population including past and projected growth rate over the next 20- years • Current and projected employment and earnings by North American Industrial Classification System (NAICS) code and Standard Occupational Classification (SOC) code • Advanced industry indicators including location quotient, shift-share analysis, and GDP • Identification of economic drivers in terms of economic output, wages, establishments, employment, past and projected employment growth • Commuting patterns including distance, direction, time, and level of income • Business sizes according to NAICS code • Migration patterns indicating in- out- and net migration overtime, along with geographic areas migrators are coming from/going to • Profile of businesses by size and industry sector • Assessment of natural geo-spatial development of land-use, categorizing by residential, mixed-use, industrial, commercial, etc. • Educational attainment trends and skills matching to industrial demand Twenty-Year Employment Forecast Research conducted thus far will lead to the completion of our 20-Year Employment Forecast. Our team typically conducts two forecasts and works with our clients to determine which are best suited for explaining future growth patterns. The first forecast is based on DLCD's recommended "safe harbor" forecast method using detailed industry forecasts for the regional economic district. The second forecast is based on PC's custom econometric modelling techniques. In either case, the forecast will display total employment change, also distributed by industry sector categories (e.g.: 51IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Manufacturing, Professional services, etc.), and primary land-use categorization (e.g. industrial and commercial). Assessment of Community Economic Development Potential The project team will also prepare an economic development potential assessment. Recommendations are hard to anticipate as they will be based on the findings of the study but could relate to policies and programs, grant funding opportunities, zoning code amendments, business attraction and relocations and regional marketing/branding. In addition to the factors previously mentioned, the EOA Baseline draft will consider additional regional strengths, weaknesses, opportunities and threats that may not be immediately apparent from published economic data. Factors could include labor availability, transportation assets and constraints, workforce training opportunities, environmental conditions, real estate assets, land/building costs, and ongoing economic changes within the greater geographic/economic area, among others. Deliverables: Economic IDevelom nt Zones • 2.1 Data Collection, Trends Research, & Draft Medford/Ashland 01 Hosp 4a ity Zone Baseline EOA Report ,�,` Arts&Cultural District 7 • 2.2 Final Medford/Ashland Baseline Ashland Technology Zone EOA Report p° Task 3: Ashland Local Economic Opportunity Analysis ° pp Y Y Building off the Ashland/Medford EOA � , w f" Baseline report, our team will analyze city-specific information for the City of , Ashland and incorporate it into Ashland's �� 'VH i p ' J= ^�k ^�➢ M ti EOA. This will include metrics specified in the previous task that are available ata the city level, as well as takeaways from a I number of Stakeholder Interviews to ��. ^ produce a tailored assessment of opportunities available to Ashland. In-Depth Interviews Townhalls are helpful for ensuring �. diverse and comprehensive engagement, but there is no substitute for direct interaction with key community Source:Ashland Comprehensive Plan 2024 Update Draft, leaders, agencies, and stakeholders for Chapter6:Economy. i,it,),,ire <<,y 1,,1 "Y� �,(��ii�),,((1,-),,( l,:),I an insider's perspective on a local 61IPa ge w�« w w+rw rx yx wr M 1IYWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW economy. Thus, the project team will also conduct rounds of interviews after working with city staff to agree on a format and list of invitees from across the community and region. Our team will synthesize the information collected during these outreach interviews with the socioeconomic and community information collected via the Townhall sessions. Findings from these interviews will then be summarized in a report for the steering committee's convenience. Deliverables: • 3.1 Data Collection, Trends Research, & Draft Local Ashland EOA Report for review • 3.2 Stakeholder Interviews& Findings Summary • 3.3 Final Local Ashland EOA Report Task 4: Industrial, Employment, & Commercial Buildable Land Inventory The project team will conduct a parcel-by-parcel review of properties in the City's UGB taking care to address environmental constraints (e.g. wetlands, habitat areas, environmental contamination, topography, cultural resources, infrastructure deficiencies, natural hazard areas) as well as other inhibiting factors (e.g. parcel fragmentation, ownership patterns, site sizes, split zoning, easements, long-term leases, etc.). This process will allow us to net out from the buildable lands inventory any properties ineligible for development within the 20-year planning period. To conduct this Task, the project team will need to consider both local planning and zoning requirements and national patterns in industrial real estate usage. The team will review published code from the City to embed understanding of issues such as set-back requirements, floor-area ratio, building heights, and other land-use requirements. At the national level, commercial real estate professionals and analysts regularly publish metrics indicating employment density by industry. Our profile of local industry and businesses will be overlaid with our understanding of employment densities in order to tie together our local employment forecasts with our forecasts for industrial land-use. Included in this will be our assessment and recommendations of prime locations with roughly 100 acres of land for the business Ashland hopes to relocate and integrate into the community. It will also allow us to more easily identify areas with vulnerable populations at risk of potential displacement. Using formulas approved by DLCD, the project team will also tabulate the gross acreage and lot numbers that can be classified as vacant or redevelopable. Per the City's zoning ordinances, this process will account for Commercial (C ), and Industrial (1) districts. This assessment will account for: • Assess constraints, including environmentally sensitive or hazardous areas such as wetlands, steep slopes and frequently flooded regions • Assess zoning accommodation (and other regulatory policies)for employment sectors 71IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW . Reconcile supply/demand based aggregate lands and site characteristics Identify parcels suitable for economic sectors (including vacant/underutilized lands) The inventory of employment lands (commercial and industrial) stage will result in a map identifying land use opportunities within the City. Maps will be supplemented with detailed descriptions of vacant and developed lands in and around Ashland describing the economic opportunities of identified sites. The review by City community development and public works staff will be crucially important at this stage, as local knowledge will be needed to uncover any constraints or opportunities which do not show up in the data sets. Trends & Site Types Identification Building on the economic trends analysis work of previous Tasks, the project team will assess the land characteristics required to take advantage of economic opportunities over the 20-year planning horizon. This Task will include identifying the number— and characteristics — of sites Downtown Ashland(photo:Mona Makela Photography, needed to accommodate future Lonely Planet, www.lonelyplanet.com) investment. Utilizing the City's available BLI and GIS data, and through research and stakeholder engagement, the project team will develop a detailed list and description of site selection criteria of those employers and sectors identified in the economic trends analysis. The project team will provide a draft assessment and summary of the of the needed site types and selection characteristics for the City's consideration. The team will also recommend how sites can be split between Commercial and Industrial purposes, minimum and maximum lot size distributions, and any other planning tools recommended to encourage appropriate development at the site (such as Overlay Zoning, etc.). Deliverables: • 4.1 Review&Analyzation of BLI& City GIS Data • 4.2 Land Needs Assessment for Commercial, Employment, & Industrial Lands • 4.3 Vulnerable Populations & Displacement Risk Analysis • 4.4 BLI Inventory of Employment, Commercial, & Industrial Lands Presentation Materials for the Planning Commission & City Council 81IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Task 5: Draft EOA Document Deliverable The team's analysis work will culminate in a series of updated goals, recommendations, and policies, and further findings from our BLI Inventory assessment will be integrated into Ashland's EOA at this time. If needed or desired, these goals, recommendations, and policies can be easily translated into updated ordinance language for revisions to local development codes in promotion of future economic development. These may include adjusting planning and zoning designations and requirements and other municipal policies to accommodate the forecasted level of demand for commercial development. Potential avenues for such suggestions could include but are not limited to the following: tax and other incentives, land-use controls and ordinances, preferential tax assessments, capital investments in infrastructure to support development, property acquisition techniques (i.e., land banking and annexation), public/private partnerships, and use of grant funding to extend infrastructure and services. The project team will summarize all findings into a draft EOA for the community of Ashland including a comprehensive list of recommended strategies and next steps. The draft will be submitted to the steering committee and given sufficient time to be reviewed, vetted, revised, and endorsed by individual cities and county stakeholders. Our team is prepared to attend Planning Commission and City Council meetings as needed to ensure a proper understanding of our report and where the project is at. Deliverables: • 5.1 Draft EOA Reports • 5.2 Draft EOA PowerPoint Presentation Materials for Public Study Sessions • 5.3 Update Planning Commission & Receive Comments-Study Session (PC Meeting #2) • 5.4 Update City Council& Receive Comments-Study Session (CC Meeting # 1) Task 6: Final EOA Document Deliverable The project team strives to communicate complied methodologies and results in ways that are captivating and easy to understand for various audiences. The final EOA and strategies document will be presented in a visually appealing, easy to understand, and hearings-ready format. For this Task as well, our team is prepared to attend Planning Commission and City Council meetings as needed to discuss the final deliverables. Deliverables: • 6.1 Final EOA Report • 6.2 Presentation Materials& Presentation at PC& CC meetings. • 6.3 Update Planning Commission -Study Session (PC Meeting #3) • 6.4 Update City Council-Study Session (CC Meeting #2) 91IPa ge w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Task 7: EOA Adoption & Public Process In adopting the plans provided, the project team will remain available to answer questions and conduct occasional remote presentations on these topics. All deliverables, documents, and data will be presented in the City's preferred format, in accordance with EOA compliance requirements, Statewide Planning Goals, OAR & ORS. Our team is prepared to attend the final Planning Commission and City Council meetings as needed to discuss our project. Deliverables: • 7.1 Final Documents(with integrated changes in the City's preferred format) 7.2 Written Findings of the EOA's Compliance with Statewide Planning Goals, OAR, & ORS • 7.3 Presentation at the Planning Commission Public Hearing (PC Meeting #4)& City Council Public Hearing & First Reading (CC Meeting #3) 10 1 IF' a g e w�. w w.w .rx yx w+ w.YWAM w..i .MNM.ub -- wsww:.wW .� 3. Project Schedule Assuming a project award in mid-May 2024, PC anticipates the draft documents being completed by the end of February 2025 and assigned presentations/adoption duties to wrap up by the end of April 2025. The following schedule outlines the approximate completion dates for tasks and deliverables. • Task 1 : Schedule & Project Management o Deliverables estimated completion date: July 18, 2024 ■ 1.1 Summary of Major Tasks & Overall Project Schedule ■ 1.2 Tentative Schedule of Events ■ 1.3 Coordination & Meeting Dates for Project Management Team ■ 1.4 Draft Community Involvement Plan ■ 1.5 Final Community Involvement Plan • Task 2: Joint Medford/Ashland Economic Opportunities Analysis Elements o Deliverables estimated completion date: October 18, 2024 ■ 2.1 Data Collection, Trends Research, & Draft Medford/Ashland Baseline EOA Report ■ 2.2 Final Medford/Ashland Baseline EOA Report • Tasks 3: Ashland Local Economic Opportunity Analysis o Deliverables estimated completion date: January 22, 2025 ■ 3.1 Data Collection, Trends Research, & Draft Local Ashland EOA Report ■ 3.2 Stakeholder Interviews & Findings Summary ■ 3.3 Final Local Ashland EOA Report • Task 4: Industrial, Employment, & Commercial Buildable Land Inventory o Deliverables estimated completion date: January 22, 2025 ■ 4.1 Review&Analyzation of BLI & City GIS Data ■ 4.2 Land Needs Assessment for Commercial, Employment, & Industrial Lands ■ 4.3 Vulnerable Populations & Displacement Risk Analysis ■ 4.4 BLI Inventory of Employment, Commercial, & Industrial Lands Presentation Materials for the Planning Commission & City Council • Task 5: Draft EOA Document Deliverable o Deliverables estimated completion date: February 25, 2025 ■ 5.1 Draft EOA Reports ■ 5.2 Draft EOA PowerPoint Presentation Materials for Public Study Sessions ■ 5.3 Update Planning Commission & Receive Comments- Study Session (PC Meeting #2) 11 JIF' ag e w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW ■ 5.4 Update City Council & Receive Comments - Study Session (CC Meeting # 1) • Task 6: Final EOA Document Deliverable o Deliverables estimated completion date: March 25, 2025 ■ 6.1 Final EOA Report ■ 6.2 Presentation Materials & Presentation at PC & CC meetings. ■ 6.3 Update Planning Commission - Study Session (PC Meeting #3) ■ 6.4 Update City Council- Study Session (CC Meeting #2) • Task 7: EOA Adoption & Public Process o Deliverables estimated completion date: April 25, 2025 ■ 7.1 Final Documents ■ 7.2 Written Findings of the EOA's Compliance with Statewide Planning Goals, OAR, & ORS ■ 7.3 Presentation at the Planning Commission Public Hearing (PC Meeting #4) & City Council Public Hearing & First Reading (CC Meeting #3) The only variable outside of our control in keeping to this timeline is ensuring that the cities are able to execute the contract, and that steering committee members generally participate in the project to ensure smooth execution. In terms of meeting dates, our team generally holds standing bi-weekly catchup calls with each client to keep them apprised of project progress. 12 1 IF' a g e w�. w w.w .rx yx w+ w.YWAM w..i .MNM.ub -- wsww:.wW .� 4. Proposer Certification PROPOSAL FORM Proposals should be prepared and organized Ina clear and concise manner and'must include all inforrnatiori required by this RFP' Headers,Titles or Tabs should be used to identify required information, Responses to the Evaluation Criteria found, in Section 4 shall be organized in the same order listed in that Section„preferably by re- stating the criteria and:then respondOg below the restated criteria. E_Q [RED RESPONSEDOCtt.MENTS THE FOLLOWING INFORMATION MUST BE RETLBRNEB7'WITh YOUR RESPONSE (Place,a check in front of the item indicating inclusion in your response) RESPONSE:TO ALL EVALUATION CRITERIA listed in Section 4 SECTION 8-Proposal Form Independent Contractor Certification MWESB_.INFORMA,TF+t N The City encourages contracting with minority owned,woman owned,and emerging small business(MWESB3), The State of Oregon offers a certification process, Indicate below if your business is a M' ESB and of so,which categories have been state certified. MWES8 certified? Yes._No. , If yes„Indicate which categories below; Minority Owned, 'roman owned— Emerging Small Business_ Veteran Owned— A!ClCfVt7WLEDGMEN I9F RECE.E[.QE.A ADDENDA TO PROPOSAL D0, UMENT : Proposer acknowledges receipt of Addenda and agrees to be bound by their contents. Circle each RFP addendum received: 1, 2, 8,4, S,6,7, R,9, 10 Check if not applicable or if no addenda were received Provide nanne(s), title(s)�, and certification number(s) for each Key Persona listed under Section _ ('b), Attach uaddibonal sheet If necessary) Na#Tre: Tithe. Certification No; N„anise: Title. Certification No° Nanne: Title: Certification No: Name: Title: Certification No: Name: Title, Certification No: Name: Title: Certification No:. 13 1 IF' a g e w�« w w+rw r�x yx wr M 1IYWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Wwr:: PROPOSER INFORMATION: Pr .poser company Name Company Address(from wh[ch work wW beperformed) a � r� Telephone Number Fax Number FEDERAL,ID NUMBER. Painted Name of Person Spginin,g PFP: a GIB � n4l TWe: s Signature: .. Email Address: b wA�S...—..CO.h,SLAjf-jirlA 14 1 I"' a g e w�. w w.w .rx yx w+ M.YWAM w..i .MNM.ub -- wsww:.wW .� 5. Contractor Certification of Tax Compliance EXHIBIT" C ERTIFI ATIO /REPR SENTATIONS: oansul'tant, by and through its authorized representative, under penalty of perjury,certifies that(a)the number shown on the attached W-9 form is its correct taxpayer lD(or ds waiting,for the number to be issued to it and(b)Consultant is not subject to backup withholding because: (i')it is exempt from backup withholding,or(id)it has not been notified by the internal Revenue Service(lRS)that it is subject to backup withholding as a result of a failure to report all interest or dividends,or(iii)the IRS has notified it that it is no longer subject to backup withh�oldin . Consultant further represents and warrants to City that: (a)it has the power and' authority to enter into this Agreement and perform the Work,(b)the Agreement,when executed and delivered, shall be a vapid and binding obligation of Consiltant enforceaNe in accordance with its terms,(c)the work under the Agreement shall be performed in accordance with the highest professional standards,and(d)Consultant is. q uakfaed', profess�onaply competent,and duly licensed(if applicable)to perform the Work. Consultant also certifies under penalty of perjury that its business is not in violation of any Oregon tax laws,it is an independent contractor as defined in the Agreement,it is authorized to do business in the Mate of Oregon,and Consultant has checked four or more of the following criteria that apply to its business. ('I)Consultant carries out the work or services at a location separate from a private residence or is in a specific portion of a private residence,set aside as the location of the business, (2)Commercial advertising or business cards or a trade association rnernbershlp are purchased for the business.. (3)Telephone listing is used!for the business separate from the personate residence listing. (�I)Labor or services are performed only pursuant to written contracts ( )Labor or services are performed for two or more different persons witNn a period of one year. ( )Consultant assumes financial responsibility for defective workmanship or for service riot provided as evidenced by the ownership of performance bonds,warranties,errors and ornissiun(professional liability)insurance or liability insurance relating to the Work or.services to be provided. Con su lant's mature Cate 15 1 I"' a g e w�wM w w+rw r�x yx wr M 1IYWAM w.,n aMNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW •» Request Form W 9I fear,Taxpayer drive Forrtt t the lRev October?,,,toltti Identification Number and Certification requester.Do not D adaurent raft".Irs-;uiy send to the IRS. J)fe nat Reverwe Service t►Go to wwwJrs.gov/FormWg for instructions and the latest information. g Name(asshown car your hicrarne tax return).Name is required on this lin do not,leave Ibis line biank (Points Consulting LLC 2 Business nnnaeJrdisrugerJed ernilly narne,rrcdMererit from a lha e a 3 Check appropriate box:for 9ederal tax classslheartiorm of the peffsori whose naiirr;+,is entered or,Jine 1 Dgfr qrk Orly one tat 1hw 4 9�,x�aernFrlic�rra 4c;47alr...,aVip.�Barn m7ray1 h feallaa+nrarrogd se,,ean boxes. ce,rttairr rarrrrtins rLnt ubrd9vli3ilalt,rare qry{-�� I arrti.rrwtrtitan^,on page 3). to: El IndiVidualPsole propnetur or A.e..Y C Corporrailhon 0 S P:aarporcatio n ® P arlini�r(„1vp � fi uMyit,atate in .. _ f r"y"3 ,. sin law-inentbei LLC kxerrr t as e care 0 rneb Limited ix ian rt Irdata Check the kme P uP is etbomirtltlrhe luuearbovte liar me Ctanoc�fassafrcat on nl lRrr inigla�merw�taiwr arvSry hip) *(as r'ru i -f t check Fxern mtiom @ream I'A rGA rm�ar�arlrnt:l LLC if the LLC is classiliert as a simile-men i3er LLC than is rd,srq gg rrdrd trorn the rawer e 1rr iesr the owner ur the LLCM Is cite OP cnb°i �. . anotherI_L.t:,thar rs not disregarded trerm?the owner fer tl.,.tedrs,.tl taw purposes.C O)erwile a arrmr„g0e-uraeiarher LLC Ili a' is disregarded frurn the owner should check the apprupnale bnx for ur,e tax ciiassldlcallon of its owner, other isee Irustruclions1 lr' (Arsan.�s r rmr,rra r r r.x rurso�arx rrr„v sr of 5 Address Inurmt er.strreel,aid apt.rar suite)04 See instructions. Cequesier,sr naa,ree and address dnd'at rrnalp tIt' 1120 N Lime St. 8 C,1y,slate,and ZIP cod6 ftf OSte{}W,.ID 83843 7 t ust ae l:raunt nuntbensd here(aptlenal) Min Taxpayer Identification Number(TIN) Enter your TIN In the appropriate box.The TIN providedmust nmatch the none given on Brae t to aw 1 security member backup wlflrhOding.,For ttrdivlduals this,Is generally your sociall security number(SSN).Hut crier,for a ntides,l Itlieri,sotl�en�o rie r,or a arr gwelledl inuentity, EINsee Ftl e instructions f ar p nit i,Nater.hurather - a Y p Y (E ) y do not huaufo a nurnber,see HoW to_gel`8 T7T' taker, ar Note;It the account is In more than one name,see the nstrurctuopS tor line t,Aiso see Wham Nance orfd Employer Identifyration nurnber a 2 6 3 6 S fro: h,Otrrrrher To Give time Requester tear guddedines oo whose nui'nber to enter, [J4 Certification p perjury, ,r. g. rd to met;and Under penalties of �aer u I certify that 1,TNma number shaven on this�dornt Ito my correct taxpayer Identification number iol^1 nIn°uvnll�'orm for a number tv be oS taro 2.1 am not subject to backtIp withholding because:(aj N arrr exempt from backup withholding,or(b)I have not been notified by the Internal tievenne Service(IRS)that d am subgect to backup withholding as'a result of a failure two report all interest or dividends,or(c)the IFS has notdflod me that d am, no longer subject to backup withholding;and 3,l am a M.S.citizen or other U.S.person(defined"clovers and 4 "f'he FATCA codeis)entered on this form Irf any)Indicating that I am exempt fronm FATCA reporting is correct. Certification instructions.You must cross out Item 2 above it you have been notified by the IRS that you are culrrentlyr subject to backup wvalhholddfw,g becausa ycoui have fallen to report nil Interest and dividends on your Caul return.her real estate tran%actlerlis,stern 2 does not appky.For rnori interest paid, acquisition or abandonment of Secured property,cancellation of debt,coniinbutions to an indivrduali rerirenmenl arrangement(IRA),and generally,payments other Shan drlterest.and dividends,YOU are not repaired to sign the certification,but You must provide your correct.TIN.twee the instructions for Pearl ll,lalel, sign 3igirrature of Her eTas,parson► r,w ' "; '" W .. ...�._ hate� General Iinsitruc i 43rI Form 1099-DIV(dividends,Including Those from s� rocks or mutual t'unds) Section references are to the Internal Revenue Conde unless otherwise w Forum 1099-IvlOC(various types at income,prizes.awards,or cgr osra noted. proceeds) Future developments,For the latest information about developments w Form'tiId5d9-3 i-Mork or,rnutual luncd sales and certain other related to Fonn"W-9 and its instructions,such as legislation enacted trarasactloras by brokersj otter they were published,go to two+wrwv.frs.govlForrrrW9. Form 1tdt3tl-S(taroteeds trupl"rt renal estate pratmSau,rlonsl, Purpose of Form w Form 1099-K(merchant a roil and fdmrrd party nertvwork h annnr ti(wn ep An indiVdual or entity(Form W-9 recgrrester(who is reciiji ed to We an w Form 1098 lhaorne mortu_gage interest), tl09Et-@t(retudenl Iran inlen sh, information return with the INS must obtain your correct taxpayer 10ri98-T(tuifion) identlticailon number ITIN)which may loc your social security number +Form 10 9f7-C(c:nnoeled debt) (SSN) induvldual taxpayer Identification number(111N),adoption ,w Form 1w d7-A fat rluesi On or abandonment of secured property) taxpayer identification numbor(ATiN),or employer identification nurnher ON),to report on an information return the amount paid to you,or other Use Form'W-S only if youare a UZ.ped's�on Q1rrradud'+n¢t au re�sta:1lent aanmount reportable on an information return.Examples of information alierrl,to provide ycH.ir currecl TIN, returns include,but are not Urrelled to,the following, P'fyou do not return Foirn l+"v-9 etc time requester with a 7dN,you rrrrrfhf Forrm 1399 lPd'1`(interest earned or pair§} be subject to backupwmithhOding,See"What us backup wauthhealading, Later. Cal,No 102M Funm W-9 fRov I n.2f.1181 16 I"' ag e w�. w w+rw r.yx wr w 11YWAM w..i .�MNM Mub .+rwwww�ro ww•rr.;..� -- wsww:.wW 6. Estimated Costs The following budget outlines the fixed cost for completing the analysis. PC considers this project to be a fixed-price engagement. In other words, cost to Ashland will not vary based on PC's cost of labor or material resources to complete the analysis. PC would invoice monthly based on the percentage of task completed, as outlined in the budget below. Table 1 reflects costs should our team be awarded both the Medford and Ashland EOA projects. Because the Baseline EOA for National, State, and regional levels of analysis will be conducted jointly for both Ashland and Medford in this scenario, Table 1 reflects a 10% discount to the total project cost. Table 1 : Medford & Ashland EOA Costs with 10% Discount Task Cost 1: Schedule & Project Management $2,020 .....: .......: .......:. ........: .......: ......:. .......: ........: ......... 2. Joint Medford/Ashland Economic Opportunities Analysis Elements $18,600 3: Ashland Local Economic Opportunity Analysis $9,820 ......: .......: ......:: ...::...: .......: .......: .......: .......:. ........: ........: ........ 4. Industrial, Employ_ment, & Commercial Buildable Land Inventory $1 1,460 5: Draft EOA Document Deliverable $9,890 ......::: .......:: ......::: .......:: .......:: .......:: ......::: .......:: ........ 6: Final EOA Document Deliverable $7,590 7: EOA Adoption & Public Process $1 490 .......:: Travel Expenses $1,540 Grand Total $62,410 Table 2 reflects costs should our team only be awarded Ashland's EOA project. In this scenario, costs for the Ashland EOA do not come at a 10% discount. Table 2: Ashland EOA Full Costs Task Cost 1: Schedule & Project Management $2,240 .....: .......: .......:. ........: .......: ......:. .......: ........: ......... 2. Joint_M_edford/Ashland Economic Opportunities Analysis Elements $20,670 3: Ashland Local Economic Opportunity Analysis $10,910 .......:: 4. Industrial, Employ_ment, & Commercial Buildable Land Inventory $12,730 5: Draft EOA Document Deliverable 10,990 ......::: .......:: ......::: .......:: .......:: .......:: ......::: .......:: ........ 6: Final EOA Document Deliverable $8,430 7: EOA Adoption & Public Process $1,660 .......:: .......:: Travel Expenses $1,710 Grand Total $69,340 PC assents to acquiring a valid City of Ashland business license by time of contract award/execution, as well as fulfilling the City's insurance and bond requirements. 17 1 IF' a g e w�. w w.w .rx yx w+ w.YWAM w..i .MNM.ub -- wsww:.wW .� 7. Project Team Experience About Points Consulting At Points Consulting we believe in the power of YA11,90 �y peoples' interests, passions, and behaviors to shape the world around us. Now more than ever, people are the primary factor in the success of m� businesses, organizations and communities. For IMPROVING ECONOMIES, that reason, our work is focused not only on how people impact communities and organizations, but how to align their potential to create more successful outcomes. Founded by Brian Points in 2019 and based out of Moscow, Idaho, PC partners with a variety of industries including state and local government agencies, higher education, not-for-profits, real estate developers, and private companies. Built on our experience advising hundreds of high performing organizations, PC strives to answer complex economic questions and recommend workable solutions. Specifically related to land use evaluations, our team has partnered with many regional and state level agencies, as well as private sector real estate developers to determine issues such as land availability, highest and best use, and ideal economic development strategies. Points Consulting would serve as the project lead on this engagement and manage all subcontractor contracts, responsibilities, and deliverables. Our team would work alongside Nexus Planning Services on all tasks. Subcontractor: Nexus Planning Services Nexus Planning Services is an inland northwest- based professional services firm specializing in E I.J PLANNING SERVICES comprehensive planning, community design, urban analytics, geospatial analysis, economic development, and policy guidance. We serve the needs of local communities in their urban and regional planning efforts. Our experience includes planning within local, state, international and American tribal contexts. Focusing on client goals and needs, we support communities through the process of planning, design, feasibility analysis, and helping solve funding and regulatory challenges. We take a hands-on approach and strive for due diligence. In doing this, we've earned the trust of clients, helping them realize their community development goals. 18 1 IF' a g e w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Brian Points, Points Consulting - Project Lead I Economist Brian Points is the president of Points Consulting and will serve as the project lead. Over the past 16 years Mr. Points has worked for a series of management consulting firms serving clients across the domains of public and private organizations. His quantitative skills include feasibility studies, revenue/cost forecasting, real estate pro formas, opportunity zone technical assistance, economic/fiscal impact analysis, industry/market studies, econometrics, and target industry analysis. He also excels at qualitative research such as focus group facilitation, survey design and analysis, and in-depth interviews. In his career Mr. Points has completed 100+ projects across 30+ states, assisting noteworthy organizations such as the JPMorgan Chase Foundation, Purdue University, the Kentucky Cabinet for Economic Development, the Texas Office of the Governor, the Florida Board of Governors, the Aspen Institute, the Alliance for Excellent Education, and the Institute for Corporate Productivity, to name a few. Selected Related Projects Work Experience Morrow County Economic Development and President l Points Consulting, Employment Lands Assessment Moscow, Idaho(20 19 present) Morrow County& Willow Creek Valley Cities of lone, Director of Research l Thomas P. Lexington, and Heppner(OR) Miller&Associates, Indianapolis, Goal 9: Economic Development& Employment Indiana (2016-2019) Lands Assessment, (La Grande, OR) Director of Consulting l Emsi, NCFS Business Incubator Feasibility Study and Moscow, Idaho(2013-2016) Economic Impact Analysis Staff Economist l Chmura Economics Nixyaa ii Community Financial Services(Pendleton, &Analytics, Richmond, Virginia OR) (2012-2013) Feasibility Study for Workforce Needs in Food and Education Beverages Manufacturing Industries Masters of Arts in Economics l Columbia Gorge Community College (The Dalles, University of California Santa Barbara OR) (2011) Housing Needs Assessment for North Central Idaho Clearwater Economic Development District Bachelor of Science in History J (Lewiston, Idaho) University of Idaho(2405) Housing Needs Assessment for Chelan & Douglas Professional Affiliations Counties Urban Laird Institute,Associate Housing Authority of Chelan County&the City of Member Wenatchee(Wenatchee, WA) Northern Idaho Partnership Council (Innovia Foundation) w�« w w+rw rx yx wr w 11YWAM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Subcontractor: Ryan Hughes, Nexus Planning - Senior Planner AICP ty Hailing from in the inland north-west, Ryan's experience includes more than 17 years professional engagements and consultancies in ' urban planning, community, and economic development. He earned his degree in Urban & Regional Planning from Eastern Washington University, holding a Master's in Economic Development as well. His background includes planning and development work throughout i the northwest USA, Africa and the Middle East. Ryan also served as a planner on staff with Jackson County, Oregon from 2006-2007, where 11, he was responsible for land development review and permitting for compliance with local and state regulations. A professionally certified urban and regional planner with the American Institute of Certified Planners(AICP), Ryan has led project work in comprehensive planning, economic development and industry analysis, growth management, public participation, land-use, and local development administration. Selected Related Projects Work Experience Eagle Idaho Economic Development Chapter- OwnerlPrincipal Planner Nexus Eagle Comprehensive Plan I City of Eagle (ID) Planning Services, Spokane, WA Yanbu Economic Plan - Implementation Plan I Yanbu (2020-present) Industrial City, Kingdom of Saudi Arabia(KSA) Urban Analyst[iMMAP/Urban Statewide Guidance for Accessory Dwelling Units Analysis Network for Syria I Amman, (ADUs) I Washington State Department of Jordan(2018-2022) Commerce(WA)� City of Port Angeles Housing Chapter Senior Planner I Studio Cascade Inc., Comprehensive Plan I City of Port Angeles(WA) Spokane, WA(2016-2018) Spokane Tribe of Indians Sustainable Community Economic Planning Specialist I Parson Master Plan- Housing Element I Spokane Tribe of Corporation, Yanbu, Kingdom of Indians, Wellpinit(WA) Sandi Arabia(2013-2016) Working as a planner for Jackson County, Oregon, Staff Planner J Jackson County Ryan gained unique knowledge of the County's Development Services, Planning development code, culture, and policies. He also Division,Medford, OR(2006 -2007) supported the Citizen Participation Committee, facilitating community voice in updates to the Education County's Comprehensive Plan. Master of Science in Economic Professional Affiliations Development Economics l Eastern American Planning Association, WA-IES, Board University, St. David's, PA (2006) Member Bachelor of Urban Regional Planning American Institute of Certified Planners Eastern Washington University(2003) 20 1 IF' a g e w�« w w+rw rx yx wr w 11YWAM w.ai aMNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Kurtis Johnson, Nexus Planning - Associate Planner Kurtis Johnson recently began working with Nexus Planning in 2023 and is in the progress of earning his MURP in Urban and Regional % Planning. He earned his B.A. in History from Eastern Washington University in 2015 and has experience conducting interviews, giving presentations, and compiling qualitative and quantitative research. Education MURP'in Urban & Regional Planning Eastern Washington g g � � University, In Progress(2022) B.A. in History I Eastern Washington University(2015) Work Experience Selected Related Projects Associate Planner I Nexus Planning Services, Economic Opportunities Analysis � Spokane, WA(2023-present) City of La Grande, OR(ongoing) Planning Intern, Spokane Transit Authority I Comprehensive Plan Update I City Spokane, WA(2022-2023) of Bainbridge Island(WA) Research Assistant, Small Urban, Rural,Tribal Center on Mobility(SURTCC>M)I Easton Washington Administration Standard Operating University, Cheney, WA(2021-202.3) Procedures I Spokane Tribe of Indians.(WA) Intern, Neighborhood Connectivity Initiative I City of Spokane, WA(2022) Regional Park district Development Historian &Archivist I Wargarning Seattle, Redmond, &'Community Outreach I City of Quincy(WA)WA(201 b-2018) Io Abigail Nyhus, Points Consulting - Administrative Support Abigail serves as operations coordinator at Points Consulting and joined the team in September 2022. She assists with a variety of project and company related tasks such as invoicing, creating contracts, drafting project proposals, organizing administrative 1, software, drafting/editing reports, graphic design work, and social media marketing. She earned her A.A. in Liberal Arts and Culture from New Saint Andrews College in 2020. Work Experience Operations Coordinator I Points Consulting, Moscow, Idaho Education (October 2022-present) A.A. Liberal Arts and Culture I New Saint Product Specialist&Independent Contractor I Emsi, Moscow, Andrews College (2020) Idaho(2020-2022) w�« w w+rw rx yx wr • �s�ry w 11Y.AM w..i .MNM Mub .+rwwww�ro ww•rr.;.. -- wsww:.wW Maria Byler, Points Consulting — Analyst Maria will serve as an Analyst for this project. She earned her B.A. In Liberal Arts and Culture from New Saint Andrews College in 2019. She joined Points Consulting in October 2022 to assist with a variety of research tasks in the fields of real estate, planning and public administration, economic development, higher education, and workforce development. B Work Experience Real Estate&Economic Analyst I Paints Consulting, Moscow, Idaho(October 2022-present) f Product Specialist I Lightcast, Moscow, Idaho(2021 -2022) Selected Related Projects CTOR Housing Needs Assessment I Confederated Tribes of Grand Ronde, OR(2024-Ongoing) Port of The ©alles Strategic Business Plan Update I Port of The Dalles(OR) Education Quincy Outreach & Engagement for Parks Facilities Improvement B.A. Liberal Arts and I Nexus Planning Services&City of Quincy, WA(2023) Culture I New Saint Frankfort&Franklin County Housing Market demand Study I Andrews College (2019) Frankfort(KY) Carson Valley, Points Consulting — Economist Carson Valley joined our team in the summer of 2023 and graduates with his Bachelor of Science in Business Economics at the University of Idaho May 2024. He has experience conducting data analysis, along with bringing both quantitative and qualitative skills for economic research. Work Experience Economist I Points Consulting(May 2024-Present) Jr.Analyst I Points Consulting(May 2023-May 2024) Internal Audit Intern I University of Idaho(Jan 2023-May 2023) Selected Related Projects Cheney Land Quantity Needs Analysis I SCJAlliance & Cityof Cheney(WA) Quincy Outreach & Engagement for Parks Facilities Improvements I Nexus Planning Services&City of Quincy(WA) CTUIR Comprehensive Economic Development Strategy Education (ongoing)I Confederated Tribes of the Umatilla Indian Reservation B.S. Business Economics I (OR) University of Idaho(2024) Willow Creek Industrial Site Feasibility Study I Pert of Arlington (OR)' 22IIF' age w�« w w+rw r�x yx wr w 11YWAM w..i .�MNM Mub .+rwwww�ro ww•rr.;..� -- wsww:.wW Organization Chart l PointsBrian PC Pr ct Lead, oje Maria Byler Carson Valley �PC i EconorTliSt Abigail PC Operabions Estimated Staff Hours Person Role Organization Hours Brian Points Project Lead, Economist PC 85 ......... Ryan Hughes Planner Nexus 120 Kurts Johnson Planner Nexus rvrvm75 .....: .......:: ........ .......:: ......... Maria Byle_r Analyst_ PC 175 Carson Malley _ Economist PC 90 Abigail Nyhus Admin PC 35 Grand Total 580 23 1 IF' a g e w�. w w.w .rx yx w+ w.YWAM w..i .MNM.ub -- wsww:.wW .� 8. Past Projects & References DLCD Related Experience City of La Grande, Goal 9: Economic Development & Employment Lands Assessment, La Grande, Oregon (2023) In 2023, PC and Nexus completed a Goal 9 study for the City of La Grande, which is now pending adoption by the City. The study found that the City has limited capacity for in- fill and has lost significant economic development opportunities due to site types and ownership patterns in recent years. The report recommends adding 121 acres of industrial land and 63 acres of commercial land, to be distributed within GC, IC, 1-1, I-2 and BP districts, with specific recommendations on lot sizes. The report also recommends leveraging URA funds to spur on private sector in-fill development and facilitating the development of a maker-space friendly zoning district near Downtown La Grande. As a follow up study, PC is now engaged in a Goal 14 Urban Growth Boundary Expansion Project on behalf of La Grande to expand the UGB. � �` J�u, o �� i �1 �J The report can e foundon PCs we site ere r��.1 ��'�� u r1 -< <1�, �. �.� 1 ��; III 1�� I r J Reference: Michael Boquist, La Grande Community Development Director Phone Number: 541-962-1307 Email rr�l �1� �.A� ��a� wi��,� x11aE � �i��;4� �i „j Morrow County & Willow Creek Valley Cities of lone, Lexington, and Heppner, Goal 9: Economic Development & Employment Lands Assessment (2022 — 2023) Coordinating with Nexus Planning Services and county/city representatives, PC conducted an Economic Opportunities Assessment for Morrow County and the cities of lone, Lexington, and Heppner June 2023. The study was completed in accordance with statewide Goal 9: Economic Development planning to provide adequate opportunities throughout the state for a variety of economic activities vital to the health, welfare, and prosperity of its citizens. This included among other things: • Current and projected employment and earnings assessments • Demographic analysis to assess existing and emerging trends related to the region's population • Industrial and employment lands inventory assessments • Interviews of key community leaders to facilitate community involvement The report for lone can be read here: �� 1 I f � �� J d'ill/,��E t ('.f��Y 1 1 �I I ('.� � �� `- t ��I�� „�� i f r��„r:, 1 I I I�"1��1� �� r�J 1 J 1 J I I ta.�� r� � � �1 1 , � �i,��r tfJ�o � Ji r�IA f� TJ a I�� ? w The report for Lexington can be read here: �� 1 I f � �� J d'ill/,��E t ('.f��Y 1 1 �I I ('.� � �� `- t ��I�� „�� i f r��„r:, 1 I I I�"1��1� �� r�J 1 J 1 J I I ta.�� r� � � �1 1 , � �i,��r tfJ�o � Ji r�IA f� TJ a I�� ? w ,r, ,1,1,(-j 1.....1 d1. 241 IF' a g e w•• M�•w.. .wir.,�r•w. w w+rw ••yx wr w 11••AM w..i .MN••ub .•ww••�ro ww•rr.;..' -- wsww:.wW w• �� The report for Heppner can be read here: I'��.��,� I,.AItir,�J o';,„}1 �Ir.t� �,r1111o;a,rll'IrJ:�:✓ r�„�r�� „I , tar,l.y� II JI, Reference: Kim Cutsforth, South Morrow County Economic Development Phone Number: 541-980-3465 Email a1 a inn, f( )(jj �aiI I'? Other Relevant Experience Port of Arlington, Industrial Site Feasibility Analysis, Arlington, OR, 2024-Ongoing PC & Nexus are currently working with Port of Arlington, Oregon, on a feasibility study fortheir underutilized 64-acre Industrial Site. Though currently a gravel quarry, our team aims to provide insight as to whether regional economic and community support is strong enough to sustain a multi-modal transportation hub that takes advantage of the site's prime location along the Union Pacific Railroad, Highway 1-84, and Columbia River. Our team is beginning on-site preliminary analyses related to the engineering nuances of the site prior to reaching out to the broader community for feedback and concerns. The project is scheduled to conclude September 2024 Port of The Dalles, Strategic Business Plan, (2023-2027), The Dalles, Oregon (2023) In accordance with OAR 123-025-0016, PC developed a Strategic Business Plan for the Port of the Dalles. Though PORT.f ,l�E' I ; r not a Goal 9 study, the plan confronts the City's significant Strategic Business Plan updare land-use constraints and the lack of availability of industrial 2023-2027 lands. Strategies developed in collaboration with Port i II Jrgrrl/i i/% of Commissioners include strategic purchases of deteriorating buildings, re-development of under-invested properties, and development of flex space for rent. In process of conducting the Strategic Plan, PC also conducted a community Open House during which 40+ business owners and stakeholders attending to provide feedback and perspectives on the Port and potential business -® - - opportunities it could pursue. The final plan is under review by Port Commissioners and will be published in early September 2023. The final plan can be read here: Reference: Andrea Klaas, Executive Director, Port of the Dalles Phone Number: 541-298-4148 Email: ��i,rlr �fI�a> rr'��Trl"��, rl 25 1 IF' a g e . .. , ... . .' M4�1G�''F,wx '.'MNMMff'.�• i NW M tY IINtlN Y'.0 r,a�M W■1 XN 4.rvYe R. i µ ■AM 9Y%R FM XIIw u. .y A. _.. •li'M 4 Wb�R v. .pMMMwr.N Ww• &tlXgPW4 ":::H W `Nixyaawii Community Financial Services (NCFS), Business Incubator Feasibility Study and Economic Impact Analysis, Pendleton OR, (2022) PC recently completed an Emerging Business Center EBC 90" FM t, feasibility study and economic impact analysis with NCFS for , r„ `.",JCTui the Confederated Tribes of the Umatilla Indian Reservation Emer�r" "� "e E�rorar;��rrc�&%a�mra:ws G'aarter •,,. FeasRharli V Economic lrmpr d Sfudv (CTUIR). The EBC would be located in Coyote Business Park and provide start-up businesses with basic programs designed �� r✓ aj � �„,; to assist with accounting and tax information, turning business1�% °` ideas into plans, marketing, networking, operation costs, and more. Should assembly of the EBC be approved, these programs would be tailored to better serve the current cohorts of new businesses and entrepreneurs in the community, and the space could additionally be used to host conferences, � ;" IINTS apsan,xoag public workshops and classes, meetings, and private events. In addition to the EBC studies, PC has also worked with NCFS on a food truck hub feasibility study for CTUIR. A community survey conducted to gauge interest in the incorporation of a food truck hub into Coyote Business Park helped inform the final study and demand assessment. The truck hub is now planned for development in 2024. Read the full report here: I �'I�1. . ,✓r'l �u,�' ✓�sl r. �,Allir, .1 .� �� ii,✓,n✓1,.) rrA�i'v 1 I �::i1 rr E�.!f. „,1 Reference: Dave Tovey Phone Number: (541 ) 969-5170 Email 1„, 1 s �,� ;�i✓ �, ✓ �i „,e 41 �i �? Columbia Gorge Community College, Feasibility Study for Workforce Needs in Food and Beverages Manufacturing Industries, The Dalles, OR (2019) Mr. Brian Points partnered with an advisory team at CGCC to determine how best the college could serve students and local industry partners in the developing food and beverage industry. The Dalles and Hood River, Oregon, are host to a growing cluster of fermented beverage processers, along with associated restaurants, lodging and recreational amenities. Research included a combination of industry trends, in-depth interviews, surveys of industry leaders and students, and examination of higher education enrollment trends. The project team also carefully considered the opportunity to better leverage the college's commercial kitchen and other real estate assets. Mr. Points team advised CGCC to develop a 2-year Fermented Beverage program which could be transferred to various other in-state 4-year programs or applied directly to the workforce. The study is available at the CGCC website: . r If � ,,.!, ✓✓✓//1! t t.�, `.,�,,o,,fil)r, r r rlrl"�I�,,,,IA�1✓ar1 ) rr�',`�. I�., �..,. �,.✓a`,�:,I ��ii %r 6,:. rr 1 Jf✓.�' r,i✓tTll� � I ✓. � Ifl�a,. 1,A t lk, 2 012 2 e f4 r Reference: Kevin McCabe Email: ,ir,✓ ae 4�f.hAl h � �i �e 4 ,��1�, �..A,1,,;�.u,,. �.; 1✓r��l. 26 1 I=� a �� e � �,