HomeMy WebLinkAboutFiscal Year 2012 - 2013 Fiscal Budget - Coachella Valley Economic PartnershipCITY OF PALM DESERT
STAFF REPORT
REQUEST: APPROVE A FUNDING COMMITMENT OF $50,000 TO THE
COACHELLA VALLEY ECONOMIC PARTNERSHIP'S 2012/2013
FISCAL BUDGET
SUBMITTED BY: Ruth Ann Moore, Economic Development Manager
DATE: June 28, 2012
CONTENTS: Letter of Request from the Coachella Valley Economic Partnership
CVEP Business Plan
Recommendation
By Minute Motion:
1. Approve a funding commitment of $50,000 to the Coachella Valley
Economic Partnership's 2012-2013 fiscal budget.
Funds have been included in the proposed Financial Plan for 2012/2013
Economic Development Dues, Account No. 110-4430-422-3630.
Executive Summary
Over the last several years, the Coachella Valley Economic Partnership (CVEP) has
developed a blueprint of goals, reorganized the board of directors and by-laws and hired a
new CEO to lead the organization in order to compete with other regions to retain and grow
high -value, sustainable jobs in the Coachella Valley. Recently, CVEP approved a three-
year Business Plan that outlines its key policies, organizational goals, program strategies, a
resource allocation plan and a format for reporting results.
CVEP is asking all of the Coachella Valley Cities and the County to assist in funding the
attraction of business as they investigate a self -funding mechanism. According to Tom
Flavin, President & CEO for CVEP, the following cities have made financial commitments:
• Indian Wells
$100,000
• Palm Springs
$100,000
• Rancho Mirage
$ 50,000
• La Quinta
$ 50,000
• Coachella
$ 25,000 Additional $25,000 after mid -year review
• Cathedral City
$ 25,000
• Indio
$ 25,000
• Desert Hot Springs
will be considering a contribution of $50,000 this week.
Staff Report
CVEP Contribution
June 28, 2012
Page 2 of 3
Background
The City Council met in a study session to review the CVEP Business Plan on April 26,
2012. A brief overview is as follows:
• In the first three quarters of FY '11-12, CVEP has worked with 45 new/expanding
companies that generated over 2500 jobs in the valley.
• CVEP determines the economic impact to be $245 million to the valley.
• Currently, CVEP is working with 15 clients for new/expanding businesses in Palm
Desert.
• Opened and staffed a new Small Business Development Center at the Hub and
have begun providing assistance and seminars including with local businesses each
month at UCR.
• Under CVEP, Workforce Excellence gave $1.7 million in scholarships, with $145,000
going to Palm Desert students.
Included in the request letter for funding is a breakdown of the Return -On -Investment (ROI)
to Palm Desert for next fiscal year. Staff has negotiated with CVEP that for the $50,000, the
cost to participate and advertise in the Annual Economic Summit be included. This is a
savings to the General fund of $2,450. CVEP considers that Palm Desert's ROI for a
$50,000 contribution will be $269,475.
As CVEP continues to develop as an organization it will investigate various funding sources
such as valley -wide assessments or business improvement districts in order to take the
burden off of the cities. CVEP is looking for a one-year commitment of $50,000.
Palm Desert currently plays a regional role in its support of the Convention and Visitors
Authority, and its participation as an education hub for the Coachella Valley with both
adding to the economics and quality of life for valley residents. Attracting business to the
Coachella Valley whether located in Palm Desert, another city, or the unincorporated area
will add wealth to the community allowing Palm Desert to increase its tax base. Therefore,
staff recommends the motion.
G:\rda\Ruth Ann Moore\word data\STAFF REPORTS\CVEP contribution 2012-2013.doc
Staff Report
CVEP Contribution
June 28, 2012
Page 3 of 3
Fiscal Analysis
Funding for the contribution is included in the proposed FY '12-'13 General Fund budget.
Participating in assisting to bring higher paying jobs to both Palm Desert and the valley will
increase the quality of life for Palm Desert residents and increase sales bringing revenue to
the General Fund.
Sub y:
uth Ann Moor
Economic Development Manager
CITY COUNCIL A�tON
APPROVEDyy DEMM
Paul S. Gibson, Director of Finance RECEIVED OTHER
Approval:
M. Wohlmuth, City Manager
AYES:
NOES:
ABSENT:
ABSTAIN:
VERIFIED BY:
Original on File with City
's Office
G:\rda\Ruth Ann Moore\word data\STAFF REPORTS\CVEP contribution 2012-2013.doc
COACHELLA VALLEY I VOD
March 16, 2012
Mr. John Wohlmuth
City Manager
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
SUBJECT: FY 12-13 Budget Request
Dear John:
With the elimination of RDAs, there are many unanswered questions for local jurisdictions in
California. One of those questions is how will communities in California be able to grow their
tax base in the future. New business models for economic growth will need to be developed if
California is going to be a serious competitor in the global economy.
For the past year, CVEP has been implementing a business development model utilized
successfully in other states — client -based, case management focused on employers and jobs.
This unique model consists of the following elements:
• Provides customized services throughout the region to all employers in a retention,
expansion or recruitment mode.
• Provides a wide range of business counseling, technical assistance and financing
services to these employers through a service -provider network to meet the
employer's specific needs.
• Proactively targets employers consistent with a region's industry cluster strengths
and emerging economic opportunities.
• Develops a long-term relationship with employers providing specific services over
time to meet their evolving needs.
• It is a partnership -based model that includes public, private and institutional
organizations at the federal, state and local level.
• Reports results in a quarterly Return -On -Investment (ROI) by measuring primary
jobs; indirect and induced jobs; and, total economic impact for the region.
This model is producing economic growth results for the Coachella Valley as the enclosed
regional ROI Statement from CVEP illustrates. Over 1600 jobs from 32 companies were
produced for the first two quarters of our fiscal year (July 1 — December 31) with a total
economic impact of $110M. Not only are we retaining and expanding existing companies like
Carefusion, Attune, and others; but, we are attracting companies from other countries and
3111 EAST TAHQUITZ CANYON WAY - PALM SPRINGS, CALIFORNIA 92262 • PH: 760.340.1575 - FX. 760 548 0370 • W W W.CVEP.COM
COACHELLA VALLEY
states. We currently have companies from China, Canada, Italy, Switzerland, Taiwan, Arizona,
Indiana, Utah and elsewhere in California in our client portfolio. In addition, $1.7M in college
scholarships has been provided this academic year to 430 Coachella Valley students with
$115,000 going to Palm Desert students. The Coachella Valley has a business model for
economic growth and an educated workforce that is working and will only get stronger if
properly resourced.
CVEP understands that FY 12-13 is an uncertain and difficult budget year for all cities and
counties in California. To help make the case for continued support of CVEP, we have projected
a R01 for the City from all CVEP programs and services for FY 12-13 — $266,725! See
Attachment A for a detailed breakdown.
We know that municipal budgets are tighter than ever before in California and that local
jurisdictions need to maximize the return on every dollar spent. We respectfully request
your consideration of an investment of $50,000 for FY 12-13 as part of your commitment to
economic growth. We are available to discuss this request further with you and/or the City
Council.
Thanks for your past support!
Sincerely,
Thomas Flavin
President & CEO
cc: Councilmember Jan Harnik, CVEP Board
Ruth Ann Moore, Alternate
3111 EAST TAHQUITZ CANYON WAY • PALM SPRINGS, CALIFORNIA 92262 • PH: 760.340.1575 • FX. 760 548 0370 • W W W.CVEP.COM
COACHELLA VALLEY
ATTACHMENT A
CVEP offers the following Return On Investment (ROI) to Palm Desert for FY12-13 for an
investment of $50,000:
Business Development
$66,100
•
Coachella Valley Small Business Development Center Services
$20,000
•
Access to professional staff to assist in economic development
$15,000
efforts
•
Inclusion in "Team Coachella Valley" at State level with Team
$5,000
California
•
Regional representation at Ernst & Young International event.
$2,500
•
Regional Web Based Site Selector Tool
$1,100
•
Coachella Valley Recruitment Initiative (CVRI)
$10,000
•
Coachella Valley Business Visitation/Retention program
$5,000
•
Access to leads and business contacts
$5,000
•
Host opportunities for visiting executives and site selectors
$2,500
EA
Workforce Excellence $149,000
• Two tickets to the FAFSA Competition Fundraising event $200
benefitting local High Schools
• Support for career academies in local high schools that are $33,800
producing the workforce for tomorrow.
• Local Pathways -to -Success Scholarships in each Valley $115,000
community. (2011— Palm Desert students)
Marketing $14,750
• Booth at the Annual Economic Summit $750
• Half page advertisement in Annual Economic Report - $1,700
distributed to over 800 attendees at the Annual Summit as
well as used throughout the year for regional promotional
purposes by the County, cities, and CVEP for site selector
meetings and other promotions. Included as electronic version
and linked to CVEP and city web sites.
• Four page city profile and input for the regional section in the $5,000
annual Palm Springs Life Progress Issue and Focus on the
Coachella Valley. This has been an annual line item for each
city.
• Reprints (150) of the Vision issue $500
3111 EAST TAHQUITZ CANYON WAY • PALM SPRINGS, CALIFORNIA 92262 • PH: 760.340.1575 - FX: 760 548 0370 • W W W,CVEP.COM
COACHELLA VALLEY
• Representation at Annual ACRE event featuring Regional $300
Presentation
• Weekly newsletter reaching global clientele $5,000
• Out of Area Marketing in business journals, site selector $1,000
magazines, conferences, conventions, etc.
• Recognition and link to your city on CVEP web site $500
• Regional branding to National and International business
community
Regional Collaboration $11,250
• Board representation $10,000
• Top recognition and a complimentary 10-top table at the $950
Annual Economic Summit
• Invitation to special events throughout the year with two (2) $300
paid seats reserved
• Opportunity to serve on CVEP committees
• Notification of "Investor Only" Alerts
• Increased regional grant opportunities
Research/Data Support
$28,375
• Access to Nielson Claritas data with service provider
$1,050
• Buxton Consumer Profile and Market Intelligence Services
$20,000
• Annual economic data broken down for each city
$5,000
• Fifty hard copies of the annual economic report
$325
• On-line link to city specific economic data
$1,000
• On-line links to city specific info sections
$1,000
• Access to customized research and data for your city including
demographics, population statistics and retail opportunity
ga ps.
Creating a "Climate for Success" Priceless
imr
Total value CVEP programs and services in Palm Desert $269,475
3111 EAST TAHQUITZ CANYON WAY • PALM SPRINGS, CALIFORNIA 92262 *PH: 760.340.1575 • FX: 760 548 0370 • WWW.CVEP.COM