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HomeMy WebLinkAboutAgenda Report - June 17, 1987 (77)TO: THE CITY COUNCIL FROM: THE CITY MANAGER'S OFFICE SUBJECT. CONSIDER REQUEST FOR ADDITIONAL FUNDS TO PAY STRATEGIC FLAN BILL ('--UNCIL COMMUNICAT10" DATE: June 17, 1987. RECOMMENDED ACTION: That the City Council consider appropriating an additional $2110 to assist in defraying the deficit as incurred by the San Joaquin Strategic Plan Corporation. IN -0. BACKGROUND INFORMATION: On June 19, 1985 the City Council approved an agreement to participate in the San Joaquin Strategic Plan and appropriated $10,050.00 as the City's share of the public funding. Funding was also to be 'raised from the private sector by members of the Strategic Plan Board of Directors. The Corporation has concluded its work and forwarded the final document to the Mayor,. however, a money problem has developed. Although all the cities and the county provided funding as requested, the donations from the private sector fell short of expectations and the Strategic Plan has bills of $20,000. The majority of the debt —moi Cmc+ Trar(r is oweu -u ur—%-1--u— Inc., 1D1—u—Inc., a firm providing secretarial assistance for minutes, agendas and report preparation. The officers of the Corporation on behalf of the Board of Directors are requesting the contributing public agencies to assume the outstanding indebtedness with Lodi's share being $10,050. a es B. Schro er 11C unity Development Director Attachments CC/7/TXTD.01B Saga Joaquin Cou For A Sracces3i'd Twr"row May 1, 1987 BOARD OF D;RECTN S As the effort concludes, the Corporation finds i,tself Glenn_Page Perry The Honorable Evelyn Olson coact E. L_cte Mayor :jai• Wayne--evena City Of Lodi a`r 221 W. Pine Street `"arcelo looez Treasurer Lodi, CA 95240 teona,a Beeman ;,-nonce Blue Dear Mayor Olson: -art Bur.on Robert aroccmini Ron Coale Enclosed herewith is the final work product of the Edward Graig g oration. This product is being :,r.coin Ellis Strategic Plan Corp 5aroara razz forwarded to you as the concluding effort of the .c Feic,truneir ;.:.i_ ;ester Corporation and in compliance with the participation �har1es �-t^r^o^d agreements between the Corporation and your city. m,C-iael Machado L°ralee MCa79ne7 George 14nd0Za As the effort concludes, the Corporation finds i,tself Glenn_Page Perry faced with a- $20,000 deficit. In consideration of Bill Jaines Schroeder D. David Smith alternatives for absolving this deficit ani in Sidney Turot+ discussion with representatives of other public the Corporation on behalf of PhillipWallaccencies, Doug Wiiholt a g the officers of requesting the contributing public Larry the Hoard agencies to g are assume the outstanding indebtedness. We representing John Garmnendi John request that give consideration to the same you g" original participation ccerdinator . .per.c.entzg.e distribution as your That would provide the followr:ng schedule: Fast Track agreement. Joycelyn Ward Alison Hudson San Joaquin County $6,�a� City of Escalon City of Lodi 2,110 City of Manteca 1,535 City of Ripon 231 City of Stockton 9,230 City of Tracy 1,137 $20,000 The Corporation, during its work effort, was unable to secure private sector financing to the full amount originally anticipated. in part, this was compounded- by ompoundedby negative press during the developmental stages of the recommendation process. However, it is our belief that this Corporation represents the collective efforts of the governmental entities and the private sector of San Joaquin County and we bear responsibility to 1107 North San Joaquin/ Stockton, California 95202 Farce 2 May 1, 1987 absolve the outstanding indebtedness owed to the Corporation's Contractors, URSA institute and Fast. Track, Inc. We would request that you place this matter for consideration before your Council at the earliest possible date so that this matter might be concluded and the efforts of dissolving the Corporation commenced. If you have any questions in regards to this request or are desirous of presentation at your meeting, please contact either Michael Locke, City Manager, City of Tracy or Wayne Trevena of Moss and Craig at your convenience. Sincerely, MICHAEL E. CK Co -Chair MEL:jed The meeting was called to order ct 9:07 by Co -Chair Wayne Trevena. Jim King presented an overview of the responses to the UR -SA report. 1 Points of Agreement The need for county -wide -o-ordination One econanic daveiopment institution Ehlphasis on business expansion Small business focus Overall goals public private partnership City/County participation Continued strategic planning 1107 North San Joaquin/ Stockton, California 95202 SartJoaquin County Strategic Ply Strategies For A 5cxxes.+fLd To-"TOW !�+ ' ✓ten ' re BOARD OF DIRECTORS SAN JOAQUIN MUNry STRATBSIC Pi-Z'-N. - - Michael E_ Locke Co-Chair Mayne Trevena Nit.^.ue's Co-Chair Board of Directors Meeting Marcelo Lope: Treasurer s p M+,arch ? r 1987 Leonard Beeman Candace Blue Carl Burton Robert Brocchini Attendance: Wayne Trevena Marcelo Lopez Ron Coale Edward Criag George Mcndoza Edward Craig Lincoln Ellis Bill Perry Barbara Fass Barbara Fa5s 1,--)pard Beeman Candace Blue Ed Feichtneir McGaughey David Suitt J.H. Foster Inralee Charles ha^mond Michael Machado Loralee McuauS�+ey Other: Ju-n King War Joycel�;l d George Mendoza Isarry Sorini Wayne Brown Glenn Page Bill Perry Bob Nbrr.ison John Cheadle, James Schroeder Ed Coy Dave RC7wlands D. David Smith Sidney Turoff I)on Mathews Mark Ornellas Phillip Wallace Doug. Wilhoit Absent- Michael Loa-a Robert Brocchini Larry Scrini Ron Coale Lincoln Ellis representing John Garamendi Fd Feichulleir J.H. Foster Coordinator Charles Hammond Michael Machado Fast_Track.,.... Jalli( 5. SCt1rG?dnY _ _ Sidney Turoff Joycelyn Ward Alison Hudson Phillip Wallace Doug Wilhoit The meeting was called to order ct 9:07 by Co -Chair Wayne Trevena. Jim King presented an overview of the responses to the UR -SA report. 1 Points of Agreement The need for county -wide -o-ordination One econanic daveiopment institution Ehlphasis on business expansion Small business focus Overall goals public private partnership City/County participation Continued strategic planning 1107 North San Joaquin/ Stockton, California 95202 I- Points of Aq reement The need for county -wide co-operation One economic development institution a phasis on business expansion Small business focus Overall goals Public private partnership City/County participantion Continued strategic planning 2. Points of UisaareeTK--nt Organizational framework Functional respor.3ibilities Funding 3. K Issues C.anPosition of the economic development board how large? who appoints? uto recommends? selection criteria? coverage? FZnctional Responsibilities advise? coordinate? control? Funding how much? how long? source? mix of use? - Fra ne •_Ork FO_ D' S ]SSiOi^: Organizaitonal Framework Restructured IDA Strategic Plan Inc. in Lead New Agency Lcisting IDA Functional Responsibilities. Strategic Planning Prograi-n Coordination Site Location Workforce Training Development Planning Technical Assistance Financing Assistance Area Marketing Shall Business Revolving Loan viand ,mall Business Development Centers Funding Rural Renaissance Other Public Private Sector Fees/Charges Y Y { Y Y, I Y{ d Y �Y 4 Y Y 3 Y 2 Y 2 Y Y Y 4 {Y Y 3 Y Y {{Y 4 { ! IY ,i I I YY 11 IYI 13 IY( (2 IY I 11 Y= Yes C= Coordinate only MON ION 41 by Bill.Perry and seconded by Loralee McGaughey to accept the key issues identif ed by Jim King as the areas to be discussed. Unanimously approved. The floor was opened to presentations. Marcelo Lopez, for the County, and Wayne Brown, for CEDAC, presented overviews of their respective plans. (Outlines appended to these minutes). Ed Coy declined to present since IMA is in favor of the County plan. Dave Snith stated that the Chamber of Commerce's concerns are all addressed by both the County & CEDAC. MOTION n2 by Marcelo Lopez to accept the strategic plan, the responses re- ceived both written and oral and other corresponding materials as the final work product. Seconded by Candace Blue. Unanimously approved. ivi0'I'ION #3 by David Smith that the process for coordinating, and managing county wide development activities assigning roles and responsibilities reflected in exhibit D (Financial Relationships) contained in workshop report 5 (Recaa nded Action Plan for Economic Development) not be adopted by the Strategic Plan Inc. .1 V �Y Y� Y ( 4 Y Y ' I Y Y { Y Y, I Y{ d Y �Y 4 Y Y 3 Y 2 Y 2 Y Y Y 4 {Y Y 3 Y Y {{Y 4 { ! IY ,i I I YY 11 IYI 13 IY( (2 IY I 11 Y= Yes C= Coordinate only MON ION 41 by Bill.Perry and seconded by Loralee McGaughey to accept the key issues identif ed by Jim King as the areas to be discussed. Unanimously approved. The floor was opened to presentations. Marcelo Lopez, for the County, and Wayne Brown, for CEDAC, presented overviews of their respective plans. (Outlines appended to these minutes). Ed Coy declined to present since IMA is in favor of the County plan. Dave Snith stated that the Chamber of Commerce's concerns are all addressed by both the County & CEDAC. MOTION n2 by Marcelo Lopez to accept the strategic plan, the responses re- ceived both written and oral and other corresponding materials as the final work product. Seconded by Candace Blue. Unanimously approved. ivi0'I'ION #3 by David Smith that the process for coordinating, and managing county wide development activities assigning roles and responsibilities reflected in exhibit D (Financial Relationships) contained in workshop report 5 (Recaa nded Action Plan for Economic Development) not be adopted by the Strategic Plan Inc. .1 V �Y Y� Y ( 4 Y Y ' Y Y { Y Y, I Y{ d Y �Y 4 Y Y 3 Y 2 Y 2 Y Y Y 4 {Y Y 3 Y Y {{Y 4 { ! IY ,i I I YY 11 IYI 13 IY( (2 IY I 11 Y= Yes C= Coordinate only MON ION 41 by Bill.Perry and seconded by Loralee McGaughey to accept the key issues identif ed by Jim King as the areas to be discussed. Unanimously approved. The floor was opened to presentations. Marcelo Lopez, for the County, and Wayne Brown, for CEDAC, presented overviews of their respective plans. (Outlines appended to these minutes). Ed Coy declined to present since IMA is in favor of the County plan. Dave Snith stated that the Chamber of Commerce's concerns are all addressed by both the County & CEDAC. MOTION n2 by Marcelo Lopez to accept the strategic plan, the responses re- ceived both written and oral and other corresponding materials as the final work product. Seconded by Candace Blue. Unanimously approved. ivi0'I'ION #3 by David Smith that the process for coordinating, and managing county wide development activities assigning roles and responsibilities reflected in exhibit D (Financial Relationships) contained in workshop report 5 (Recaa nded Action Plan for Economic Development) not be adopted by the Strategic Plan Inc. .1 V =ON --4 bv Dave Smdth to accept the plan . as p-esente6 by the a0u: ity of s n :Jo:auuln and reccare-ndatloPs cont;?l.ned L? the C )AC proposal (pg 231 that ifof lowli,g issues be addressed: strategic planning business development financing small business development industrial development marketing and coordination Furthermore that agricultural interests take the form of a designated representative on the IDA Board. Seconded by Bill Perry. (Note: Motion to amend :notion #4 delayed the vote on motion 44 until after the amendment to motion x4 was voted upon.) MOTION by Barbara Fass to amend motion 44 to include 21 board :*members to be appointed by the Board of Supervisors and cc .stituted: 5 from the Supervisorial districts 3 Stockton. 2 Tracy 2 Flan teca 1 Lodi 1 Escalon I Ripon 1 Agriculture 1 At large I Port of Stockton I E�Iucation I Chambers of Ccrimrce 1 Airport S,u--orded 1— -oralee McGaughey. %t passed. Yes: Fass, McGaughey. No: Trevena, Craig, r-endoza, Perry, Beeman, Blue, Smith. Abstain: Lopez. Following defeat of the amendment, motion #4 was voted upon and passed. Yes: Trevena, McGaughey, Craig, Mendoza, Perry, Beeman, Blue, smith. No: Fass. Abstain: Lopez. MOTION #5 by Fd Craig to recanTend to IDA to change the couposition of the board to include one designated agricultural representative. Seconded by Loralee McGaughey. Passed. Yes: Trevena, McGaughey, Craig, Mendoza, Perry, Beeman, Blue, Smith. No: Fass. Abstain: Lopez. MOTION #6 by Marcelo Lopez_ that the Co -Chairs be authorized to submit the recommendations of the Strategic Plan Inc. to the San Joaquin County Board of Supervisors. Seconded by Ed Craig. Unanimously approved. Following Board discussion, counsel advised that in order for the Strategic Plan, Inc. to disolve, all indebtedness must be cleared up. Additionally, funds will be needed for dissolution. Currently indebtedness: URSA $15,922.46 FAST TRACK 3,500.00 includes reimbursement for expenses, and services through March 6,1957. MLION 47 by C�-,ndace Blue to dil—ect the Co -Chairs to re( west $25,000.00 ircm the L(Yant y to pay the Strategic Plan, Inc. is indebtedness and. dissolution laxq>--ilsc s with the mderstandinq that any funds unspent f r t, ne stated purpose will be returned to the County upon dissolution of the Strategic PlaTi, Inc. Seconded by Bill Perry. Passed. Yes: Trevena, McGaughey, Craig, Mendoza, Perry, Beeman, Blue, Smith. NO: LoPez. TM'yark Ornellas was requested to develop a cost breakdown for dissolution of the corporation. �-'eeting adjourned at 1:30. RECOMMENDED ACTION PLAN FOR ECONOINHC DEVELOPMENT IN SAN JOAQUIN COUNTY Prepared for Workshop #6 of San Joaquin County Strategic Plan, Inc. 8 September 1986 China Basin, Suite 6600. 185 Berry Street -San Francisco. CA 94107 • 415-777-1922 San Franc.z:.o • Washington D.C. J £Y£CUFIY£ SUMMARY At first blush, the proposed Stratcgic Plan, Inc. (SPI; INTRODUCTION In the earliest stages of this strategic planning process, we conducted an Institutional audit to determine the scope and impact of current economic development activity in the county. We reached the surprising conclusion that, despite the presence of over two dozen separate groups ostensibly involved in some form of economic development, there are really only three county -wide organizations currently performing one or more of the primary strategic functions. These are: 1. The Greater Stockton Chamber of Commerce (CofC)--invoivcd in arca marketing and small business assistance. 1 The Private Industry Council (PIC)--invoivcd in workforce training. 3. The Economic Development Association (EDA) --involved in site location. With respect to the other four strategic functions, we found that the�c was little or no, overall program coordination, integrated development planning, or custom-tailored technical and financing assistance. Enter SPI. For the first time, a representative group of business and government leaders has-been addressing some of the larger issues involved in local economic development. Issues such as: o How to achieve balanced growth of population and employment. o How to anticipate infrastructure needs for an expanding economy. o How• to target high potential businesses for expanded iob creation. After nearly one year of strategic planning workshops, SPI is now prepared to enter the local growth management arena and to assume a central coordinating role in economic development affairs. The attached report presents the rationale and recommendations for SDI's strategic initiatives. In essence, SPI will attempt to coordinate existing economic development efforts while simultaneously expanding and consolidating the range of strategic functions in the county. -I- I. OVERALL PROGRAM GOALS The San Ioaquin County Strategic Plan Inc. (SPI) has now been engaged in a strategic planning process for approximately one year. This process has been sequential, with research findings and member feedback and direction building on the work of each strategic planning session. There have now been five workshops with the consultants, as well as several more meetings comprised solely of Strategic Plan members to further consider key issues. This past year's work has culminated to the point where it is now appropriate to ratify and implement a strategy plan which assigns activities and responsibilities for the coming year's work and sets forth a budget in which to accomplish first year program goals. There -Tore, the purpose of this workshop is to review the Draft Action Pian, suggest any needed revisions and move toward program implementation to assist in review of this proposed Action Plan. We well first summarize briefly the key research findings and decisions which you have made to bring you to this point. Key Findines The Strategic Planning Process started with a data synthesis and review of task force materials and the Environmental Scan from previous strategic planning efforts. Data gaps were identified and the strategy was asked to rate the factors they thought were most important to the future prospective of the County, an institutional audit of groups and individuals involved in important functional ureas such as development planning, area promotion, skiII training, etc. was also conducteo using the ratings from the Strategy Team on the previous Environmental Scan and from the consultant's economic audit based on additional research and comprehensive local interviews, the following recent trends` and current conditions were highlighted: o San Joaquin County is emerging as a major regional subccntcr at the fringe of the Sacramento, Bay Area and San Joaquin trading areas, and has close inter- industry linkages to all three areas; o Local employment trends follow the U.S. business cycle; since Aug 1981-82 U.S. recession, local employment bas been growing rapidly. o The relative decline of downtown Stockton as a major shopping area is not atypical but can be reversed. o From 1975-85, the combined loss of 2700 jobs in agricultural - related industries reduced that sector's share of total employment from 31% to 2296. o Associated with the shift away from agriculture is the shift away from agriculture is a dramatic diversification of the county's economic base, characterized by the addition of many small plants in secondary cluster serving industries. -2- o Two-thirds of all n, -v-; jobs in the last five years have been in the white collar categories. One-half of all new technical crafts person and operator jobs have come from expanding electrical equipment businesses in the past 14 years, and two-thirds of all new professional and service jobs have conte from the expanding services sector over the same period. o In 1980 the County was a net importer of workers (this has probably changed since that time especially in Tracy and Manteca). o Based on the consultant's forecast of employment and labor force growth, unemployment will remain high. To reduce unemployment to 7 %, an additional 11,000 jobs over and above the forecasted job growth would be required.. o Compared to other T?.S. cities ranked on quality of life indicators, the Stockton area does well on climate, hc.using transportation recreation, and economic outlook, and poorly on education, health care, crime and the arts. (the health ranking was later. upgraded to cared for facilities missed during the ranking process). o Currently zoned residential land will accommodate projected population growth for 7-9 years; currer•.tly available commercial/industrial sites will accommodate job expansion for 7-9 years. o Projected housing needs in Stockton, Escalon and the unincorporated areas of the county are substantially above the recent average rate of construction; needs .for Lodi, Manteca, Tracy and Ripon exceed the rate of construction in all ycarz except 1984. o There arc at least 19 groups in the county involved in economic development, not including city county government and smaller cities' chambers of commerce. To -summarize these findings, the nature of the area's economy is changing and population growth appears to be outstripping employment growth at present. While employment growth is occurring and existing capacity at currently available commercial/industrial sites indicates that even more growth could be accommodated, strategic intervention is required to boost job growth and lower the unemployment rate. Holding capacity for residential growth appea*s to be at the upper limits in most communities; restrictions and moratoriums are in plat.; in some jurisdictions and could lead to slowed population growth. We also know the economy exhibits further growth potential. Employment growth is strong and diversification is occurring. In spite of local and national problems, the county's food processing industries actually increased their share of the U.S. market in 1984. The rate of manufacturing employment growth was above the national rate from 1970 to 1980, and shipment of products increased substantially from 1981 to 1984. The retail trade sector experienced strong growth from 1977 to 1983, and the Stockton CBD had a sales ranking for better than its ranking in population size. p�flnitlon 9f Need Arras and Selection of Goals Analysis of the research led us to categorize the critical issues raised by the above findings in the following grouping, for the purposes of being addressed by strategic alternatives: -3- o Unemploymcn: o Diversification o Image o Holding Capacity o Quality of Life o Process for Management of Economic Development. Once these needs were identified, Strategy Team member were presented with a set of alternative goal statements and asked to choose a more specified set of goals for the strategy. Team members selected the following goals by need area: L Unemylovmcnt - to reduce high and persistent unemployment toward more reasonable levels by stimulating job growth. 2. Diversification - to promote growth of core and linked industries, both existing and potential. 3. Imagc - to aggressively create and promote a positive image for San Joaquin County. 4. Holding CanU;'11 to promote infrastructure expansion required for planned growth with cooperation of all government entities. 5. Quality of Life - to enhance local educational, health care, and arts resources; to reduce the crime rate and the fear of crime; and to promote the area's strength and mitigate its weaknesses in 2lI quality of life categories. b. Process of Control - to promote a process for the management of county -wide economic development. _ Screening Tar Once the goals were selected, the consultants, using additional information derived from the survey of Business and Industry Conditions and the Industry Screening Analysis, presented the Strategy Team with potential targets defined to move the Team to objectives and -)pportttnities to develop strategic initiatives. In order to screen and select desired targets, the goal areas were combined as follows: o Unemployment and diversification goals, to focus on the quantitative aspects of the local economy, o Image and Quality of life, to focus on the qualitative aspects, and o Holding capacity and process of control, to focus on the policy aspects of the strategy. -4- I nus, potential targets were presented in three sets --economic, social and politicai--along with potential objectives and a range of screening criteria by which .;tratcgy team members could assess and choose target for priority consideration the economic targct;ng analysis identified 14 potential targets, there were socia; target and 6 political targets. Screening criteria varied for each target set but included, such factors as job impact, cnvironmental impact, community preference, furs, ig prospects, ani political acceptability. The strategy Team selected the following targets: Economi Manufacturing: 1. Screw Machine Products, with a potential for 68 jobs. 2. Drugs, with a potential of 90 new jobs. 3. Phone and telephone apparatus, with a potential for 64 new jobs. 4. Computers ind peripherals, with a potential for 23 new jobs. 5. Plastic products WEC, with a potential of 110 nese jobs. Services: 6. Advertising, with a potential for 245 new jobs. All of the selected targets are in high growth. industries, so that even though the cur.re.-It trade gaps might be small, the potential for employment growth is good. The immediate potential to create an estimated 600 new jobs in a good start in moving the County economy toward the joint goals of reducing unemployment and fostering diversification. The recommended Action Plan will present strategies for ntimuiating investment in thc.e industries. SQcial I. To promote San Joaquin County's positive aspects, in both Quality of Life sreas and Economic Outlook. 2. To work on the Negative Indicator of Education. 3. Implement a working agreement for a One Step Process for Development. 4 To Implement a Coordinated Management Process (also a political target) P�Iitic 1 1. Conduct a County -Wide Study of Infrastructure Needs 2. Conduct an Infrastructure Plan -5- 3. Set up a coordinatio:t Task FOTCC d. Assess Development Approval Process Dcvclaom= stars ady to Now that the priority targets ha -we been efinese h�orteterm objectives and StratcgY Team is ynsidcr sets forth an Implementation Action Plan h strategic "initiatives" or acivities and ets, the AcgtiourPlan must aioles and psonaddress the barriers atohc capacity .xists do meet theg These overall goal achievement, and maximize the many opportunities facing the County. are summarized on Exhibit A by major business location factors. ed by better Some of the barriers listed are'image* g zof aecoozdinat d proccssand can be sto manage the County s" of the County's assets and development and cities' future growth- Other and private sectorarriers such as dcapitaDoutla s. Appropriate public limitation will require P ed actions and commitments canchc areaseof infrastruthe desired cture t and support of business ste outlays, stimulate thedtartrups private outlays, especially to and expansion. On the positive side, there are many opportunities facing the County which can offset the imagr,related barriers and provide the pgrowthtus rand diversification stimulating the sand development t activities, including the ongoing economic development costs. It m rncbicnts and otherse stressed that tinvolved n the s incdevelopment e of better oactivities and more the county and city go c opportunities will formalized process for managing economic growth, many of these remain unexploited. Sines the identified constraints encompass all three target sectors, the need for a cohesive and comprehensive set strategics is reemphasized. the Acio The following section discusses the initial strategic objectives participant targeted y groups in st at igyn Plan and the functional "roles that could be --played ,by implementation. E_ -6- Exhibit A MATRIX OF LOCATION FACTORS SAN JOAQUIN COUNT :"S OPPORTUNITIES FACTOR OPPORTUNITIES CONSTRAINTS MARKET AREA o major regional subcenter o population growth rate faster o urban commute field than job growth rate o diversification o high unemployment rate o strong employment growth o vulnerability of agriculture - o strong retail growth related industries o strong services growth o underutilization of downtown Stockton o cluster serving/vs. cluster forming industries BUSINESS o positive labor/management o mixed business/governmcnt CLIMATE relations relations o acceptable tax and regulatory o uncoordinated development process environment o limited awareness of government o overall support for economic training and technical assistance development programs o strong growth prospects seen o limited financing assistance by local businesses o negative government image HOLDING o under -employed workforce o limited sewer and water capacity CAPACITY o available and industrial/ in some jurisdictions commercial sites o limited residential -zoned land o space available for business in some jurisdictions expansion o uncertainty over location of future growth (unincorporated, vs. incorporated areas) r DEVELOPMENT o competitive land and o limited financing assistance COSTS construction costs and fees o high utility cests e o comparable wages o good transportation costs and services O competitive occupancy costs QUALITY OF LIFE o affordable housing o poor image 4 o good climate and reactional o high crime rate choices o poor education o good transportation o lack of leadership to revitalize o proximity to Sacramento and downtown Stockton x the Bay Area s II. INITIAL STRATEGY OBJECTIVES AND ROTES Strategic Objectives As the economic development effort evolves, participant groups will want to periodically review their achievements, update their planning information and refine their program objectives. We recommend that the strategy team adopt a five-year planning horizon and attempt to quantify the strategic objectives in terms of efforts that will be unfolding over this time period. At the same time, we recommend a commitment to conducting ongoing, progressively refined strategic planning activities throughout this period and maintaining a flexibility to revise the strategy objcctives as economic conditions change and new opportunities and/or constraints are encountered_ The following objectives are intended to provide initial guidance for the County's efforts during the first year. The objectives for the start-up phase are: A. To establish a vehicle to design a process for coordinating and managing County Wide development activities with an implementation plan assigning roles and responsibilities by the end of 2986. B. To assess County -Wide Development Approval Procedures and secure commitment of municipalities to implement a One-Stcp Development Process by mid -1987. C. To conduct a County -Wide Needs Assessment and Plan for Infrastructure by mid -1987. D. To screen and develop Investment Strategies for Business Target, providing 600 new manufacturing and services jobs by 1988. E. To prepare and disseminate materials and to promote a more Positive Image for the County. F. To improve the Status of Education in terms of image and linkages with new job creation. These objectives are designed to address the goal area presented in. the previous section. They should be discussed, modified (where appropriate), and adopted by the the Strategy Team, local governmental entities and participant groups as soon as possible. Functional Strategy Options ' We now want to address the functional options available for local strategy efforts and the strategy role that could be played by local participant groups. The strategy team will be asked to consider these alternative types and levels of involvement in strategic initiatives and start-up objectives. We have identified the major strategy options in terms of the seven functions which wiP be undertaken by local economic development entities, these are: 1. Program coordination_ including ongoing efforts to facilitate economic development initiatives and promote greater public-private partnership. 2. Development t)lanniiig, including concerted efforts to assess business needs and. support integrated development programming. 3. Arca promotion. including expanded efforts to solicit outside ir.vestment and gain exposure for targeted local development opportunities. 4. Sit-. preparation. including expanded efforts to solicit outside investment and gain -exposure for targeted local development opportunities. 5. Shill training. including coordinated efforts to prepare the local workforce for expanding job opportunities4s and match local labor force skills with industry needs. 6. Technical assistanceincluding aggressive efforts to support local entrepreneurs in business planning and project development and upgrade management effectiveness in selected growth firms. 7. Financial pack gLjn_y. including responsive efforts to provide.project financing assistance for entrepreneurs and secure necessary expansion capital from available public and private sources. We have summarized the recommended focus of the San Joaquin strategy efforts according to these functions as shown in Exhibit B. The greatest effort should be concentrated in functions 1 and 2. We see a strong need for program coordination and county -wide leadership to promote a more effective public- private partnership. We also see a priority need for development planning, function 2, to be concentrated on the process of development approval and infrastructure investment. Function 3, area promotion. would be focused on efforts to reverse San Joaquin's negative self-image and to attract outside investment in targeted firms in the office and business services sector and industry. Function 5, skill training, may be needed to meet the workforce needs of firms successfully attracted in these sectors. Function 6, technical assistance, should be designed to support existing local small businesses, to serve as a lie ison between the business community and the public sector, to facilitate the project dc-,clopmcnt process. and to cultivate an environment conducive to entrepreneurial dc\ clopment. Finally, function 7, financial packaging, should be geared to meet the financial needs of small start-up businesses and expanding local firms in the targeted sectors. The recommended Action Plan will assign these strategic functions across sectors to various participant groups. The strategy team will be asked to validate these recommendations, to assess the relative priority of the recommended efforts, and to explore the potential participant group commitments required by each function. Finally, economic development is a dynamic process which occurs over time, building upon successive accomplishments as it generates and expands its ;nternal and external linkages. This process requires the development of an organizational capacity which addresses two functions: -8- MATRIX OF STRATEGY COMMITMENTS Participant Group Functions Participant Group Strategic Function SPI PIC EDA CofC PROGR A'l COORDINATION ✓ O DEVELOPMENT PLANNING ✓O AREA MARKETING ✓ 1 ✓O SITE LOCATION ✓O' WORKFORCE TRAINING ✓O TECHNICAL ASSISTANCE ✓ O ✓ FINANCIAL ASSISTANCE ✓O ✓ = Lead Responsibility O Staff Support o the ongoing capacity to plan, assess and implement this strategy in cotrprehcnsi4,c manner over the long term, and o the ability to perform a specific set of tasks relative to each target sector. These two functions encompass a broad set of tasks, and there are several key entities in this development process that can assume a variety of roles and responsibilities. These roles should be clearly defined internally and readily understood by local businesspersons and outsiders. This'clarity will help ensure consistency and timeliness during the development process--two critical standards which developers and investors use to evaluate their prospects in entering a local development effort. Another key to ensuring a successful development process lies in coordination of activities between the public and private sectors. In an effective public-private partnership, both sectors link together through tnc various phases of development to share information, communicate needs and abilities, reduce bottle-necks, and use scarce capital and other resources to the best advantage possible. For these purposes, it is essential that the county designate a ]cad agency which has the capacity and the credibility to undertake the technical and coordinative tasks cited above. The crucial step is that each participant group define and accept responsibility for spec-fic tasks as part of the process of adopting an economic development strategy. The following sections provide detailed action recommendations and estimated resource requirements for these strategy. recommendations. III. PROPOSED ECONOMIC DEVELOPMENT STRATEGY Throughout this series of strategic planning workshops, vve ht vc s;resscd the inter- dependence of the San Joaquin economy with the Sacramento Vaile-,region. We have identified local development activities, opportunities, constraints, and resources which can be effectively utilized by the county to improve their economic position in this open economy. We have also isolated untapped potentials that can be best pursued by an integrated, public-private partnership which encompasses the multiple functions and capabilities of participant groups presently working at cross purposes with regard to improvement of the county's economic base. Thus, the final step in the strategic planning process is to adopt and implement a coordinated Action Pla--- one which addresses the need for a broad consensus about what should be dor.- and induces committed participation by all key groups. The recommended set of strategies and actions arc based on an overall sense of need for both coordination of existing efforts as well as new strategic initiatives. There is much to be gained by coordination, per se. As the state-of-the-art it, local economic development evolves, the combination of previously ineffective programs and increasingly Iimitcd resources is leading inexorably to a greater emphasis on systematic publ- -private partnership efforts to reduce development barriers and maximize local resources. The objective of these efforts is not simply to achieve greater results with current programs. Rather, the set of untapped potentials previously identified merits a set of new efforts designed to enhance the county's ability to realize its economic and social potential. The purpose of this section is to introduce our recommended set of economic development strategies and actions. We have produced a detailed Action plan showing potential participant group responsibilities for specific actions within each strategy. We have also prepared a time -phased schedule of implementation tasks together with organizational arrangements and, required resources. The strategy team will be asked to discuss these recommendations and select the final strategy components. And, based on the adopted strategy document, they will be asked to help build a broad-based consensus and secure participant group commitments to ensure its effective and timely implementation. The following sections present a brief discussion of the critical issues involved in strategy imipicmcntation. The first section reviews the rationale for undertaking a public-private strategy. The second section presents the detailed Action plan together wi..`. the schedule of first steps, initial programs and ongoing capacity -building activities. The this l section spells out the estimated cost of first year programs. The Strategic Plan adopted in this workshop will provide initial guidance as local participant groups move to coardinate their efforts and pool their resources. The final report will incorporate these Action Plan recommendations with the research findings and targeting priorities presented in the preceding workshops. Rationale For Undertaking The Strategy There are two principal reasons for viewing the economic development strategy in terms of a coordinated effort: 1. In order to achieve a more effective public-private partnership and move toward an integrated, state-of-the-art approach. 2. To realize magnified, combined impacts and maximize increasingly limiied economic development resources. We do not argue that local efforts will fail without a strategy; rather. that local groups can escape from the traditional approach known as "muddling on through." Moreover, the capacity to actually achieve desired economic development objectives can be significantly enhanced thereby. During the past s..veral months we have had an opportunity to examine the county's existing economic base and discuss the economic growth potential with public and private sector leaders both within the county and from other areas of the state. The consensus which emerged from both our economic analysis and personal interviews is that the county has an opportunity to become a model community in terms of sound economic growth management within the framework of county -wide policies which protect the cities' lifestyle ano anticipates the needs of further growth. To achieve this goal, SPI will need to play a leadership role in melding the diverse groups which make up its constituency. Endless debates over growth vs. no -growth must be reduced to more specific policy issues which can be resolved through the local legislative process. SPI must also take specific actions which demonstrates its sincere interest in both economic development gn_d quality of life considerations. Finally, SPI must energize the business and civic community to join with it in marketing the county as a good place in which to do business as well as a good place to live. The following section will present our recommended action plan for reaching the goal of self-reliance. RECOMMENDED ACTION PLAN Based on the strategic options presented in previous workshops together with strategy team feedback and additional research, we recommend the adoption of a comprehensive approach that would be structured around four major objectives. Exhibit C presents the potential responsibilities of participant groups and the proposed tinting of implementation efforts for a s --ries of specific strategies and actions necessary for meeting these four objectives. The detailed recommendations are outlined below. STRATEGY 1: COORDINATE PUBLIC-PRIVATE ECONOMIC DEVELOPMENT PARTNERSHIP. The purpose of this strategy is to provide a formal network of local economic development groups that can achieve the potential synergies through pooling resources and focusing efforts. Action A. Establishing SPI as the Primary Coordinating Vehicle for Economic Develot)ment Activity in the County, Task 1. Seek adoption of strategy and designation as lead agency. Task 2. Institutionalize strategic planning process and develop joint work program. -11- tion & Consolidate Available Financing and Technical Assistance Functions under SPI Ausyices, Task 3. Secure managing authority for RLF, LDC. IRB, etc. Task 4. Inventory and secure full range of required tools. STRATEGY II: INSTITUTE COUNTY -WIDE PLANNING FOR ECONOMIC DEVELOPMENT. This strategy is intended to foster a more proactive approach to growth management. Ac:ion C: Create One -Stop, Develonr„ent Annrrvyti process Task 5. Establish a task force to compile case histories and procedures for past I8 moans. Task 6. Designate and network with primary contact in each jurisdiction. Action D: ProductInfrastructure Plan. Task 7. Establish a task force to compile site-specific infrastructure capacity and utilization data. Task 8. Recommended integrated capital budgeting process. STRATEGY III: ORGANIZE TARGETED BUSINESS MARKETING CAMPAIGN. The Purpose of this strategy is to focus the county's business marketing efforts on high potential job creation opportunities. Art€on E: Integrate Business TarEetinz with Stratertr Planning Procecc Task 9. Qualify high -potential business candidates from initial target list. Task 10. Implement high impact target business solicitation campaign. Action F: Build Sma11 Business Assistance Package, Task 11. Form competitive professional staff capacity. Task 12. Create 'venture center' capability. STRATEGY IV: INITIATIVE PUBLIC RELATIONS CAmrAIGN FOR COUNTY -WIDE ' ECONOMIC DEVELOPMENT. This strategy is intended to help build a 3 broad-based consensus regarding the county's economic development Y ¢: objectives. Action G: Des€en Economic Develoameni IImage Promot€on Pro r m s Task 13. Monitor and publicize IOC31 economic development activities and attitudes. Task 14. Position and produce state and national media exposure for Ioeal - development opportunities. -12- .t Action H: Strenethen Utilization of Educational Resources Task I5. Establish a task force to assess competitive position of local education institutions. Task 16. Recommend and promote stronger links between career/skill preparation and new job creation efforts. -13- SC i E2 l l F Q F l t!E- E l- E NT AT LQ - Economic Development Strategies and Actions First Strategy Steps 1. Coordinate ED A. Lead Agencq 1. Designate/ adopt 2. Joint work program B. Financing Tools 3. Managing authority 4. Tool kit it. Initiate Planning C. 1 -Stop Process 5. Case histories 6. Primary contacts D. Infrastructure Plan 7.. Capacity/utili2atian 8. Capital budgeting I t I. Organize Targeting E. Business Marketing 9. qualify targets 10. Target solicitation F. Small Business Tools 11. Staff capacity i 12. Venture center i Id_ Initiate Public Relations G. ED Imaqe 13. Monitor development 14. Media exposure H. Education Resources 15. Competitive status 16. Job creation links EXHIBIT C I stl2nd-3rd Participant Year I Year Group SPI SPI/EDA/ CofC/PII✓ SPI SPI/Pic SPI/EDA SPI/EDA SPI/EDA SPI/CofC SPI/CofC SPI/PIC SPI/Cvfc SPI/CofC SPI/CofC SPI/PIC SPI/PIC IV. PROCESS OF STRATEGY IMPLEMENTATION If the county is to Trove toward the goat of county -wide growth management, the above strategies should be implemented during the next 12 months for several reasons. First, the time is right for a change in the distinguished and inconsistent attitude San Joaquin County has presented to the outside world regarding economic development. Our interviews and observations about the political dynamics of San Joaquin County indicate that a strong constituency exists which wou?d support increased coordination of economic development in the county. Secondly, there is considerable concern over the county's infrastructure investment picture and all interests are more Iikely to be receptive to well conceived and fully discussed economic development initiatives to insure the continuation of balanced growth in the county. Finally, the increasingly competitive nature of the local economic development system, in California demands that San Joaquin County identify and aggressively pursue its market share or simply get left behind with a declining core area, vacant business sites, worsening unemployment and the resulting decline of the county's principal asset --its quality of life. Timing of Proposed Actions The Action Plan laid out in the previous section will address these issues if it is implemented in concert as an overall economic development program for the county and its strategic development partners. As indicated in Exhibit C, all initial strategies should be implemented in the first year of the program which should be reviewed as a part of the normal FY 86/87 budget process for revision and or continuation in FY 87/88. Specifically: Strategy I: SPI should be destgnatea Dy the cno of the tnira montn w3tn sial c to place by the end of the sixth month. A joint work program should be produced by the end of the first year. Strategy II: The one-step and infrastructure Task Forces should be operational by the end of the fourth month and complete their work by the end of the first year. Strategy III: The initial set of business targets should be qualified by the end of the sixth month and staff for small business assistance should be in place by the end of the ninth month. Strategy IV: SPI's strategy should be adopted/endorsed by all participant groups by the end of the third month and the media Task Force should be operational by the sixth month. The education Task Force should be operational by the end of the fourth month and complete its work by the end of the first year. At the end of the first year, Task 5, 7, 9, 11. and 15 should be completed, and Tasks 6, 8, 10, 12 and 16 should be implemented. These latter tasks plus the joint work program -14- EXHIBIT D FUNCTIONAL RELATIONSHIPS County -Wide Economic Development Groups SPI :::::................... . :Coordination EDA CofC PIC /Site% �'�� /Area ,�'� Workforce Location �`�� Markotin ,►'� Training� �s y Consolidated Functions ......... .............................. Development ................... .......... ....... . ...... Planning 4..... ......................... . ....................................... ':'_ Technicali Assistance::::: ....................................... .................. Finanain ;;Assistance..... KEY : ---► = Coordination Responsibility •••••► =Staff Support ® = Existing Functions = New Functions ACRONYMS: SPI = SJC Strategic Plan Inc. EDA = Economic Development Association CofC = Chamuers of Commerce PIC = Private Industry Council (Task 2), tool kit (Task 4) and media exposure (Task 14) would •institute the operation: i plan for SPI in the second and third years. Coordination of Participant Groups It is self evident that coordination of these acti-611cs is central to both the individual and collective success of the Action Plan. Exhibit D illustrates these relationships, placing SPI at the center of coordination responsibilities with staff support provided by the EDA, PIC and CofC. We recognize that the designation of SPI as a new economic development institution in the county places a heavy burden on the time and attention of the government, business and civic leaders who will be involved in the implementation of this plan. However, to do less would fail to capture the opportunities available and lead to continued engagement in lengthy debates and policy indecision which ultimately costs the county and its residents both time and money . Therefore, we feet that the investments outlined below are fully warranted based on potential returns. Expzcted Costs and Sources of Funding We are proposing a significant program for SPI which will require both substantial front end costs and continued fiscal support by the county and municipal governments and the business community. If this is to be an effective program these costs must be shared by those with the most to gain. While it would be attractive to assume that "soft money" in the form of Fedcral/State grant and loan programs can cover ail these costs it_.wou.ld also be highly unrealistic and in fact would not involve the level of commitment from the community that we feel is essential to meet the goal of self-reliance. Therefore, we recommend that the initial effort in San Joaquin County be based on the assumption that all revenues to cover the costs of this program will be derived from local public and private sources and/or State/Federal subventions and financing techniques such as assessment districts, tax increment financing and revenue bonds. Exhibit E outlines estimated first year costs by strategy and suggests sources of initial funding. In summary, our proposed first year budget for implementation of the Recommended Action Plan totals 5200,000. These funds would be secured from the following sources: Public Sector $150,000 Private Sector _ 50.000 5200,000 This is a realistic budget for the activities proposed and is in line with implementation budgets for local economic development prcgrams throughout the state. -15- Moreover, if this expenditure is seen as an investment in the county, it can be anticipated that the success or the Action Plan will be more than off -set by increases ;n county revenues and business income In a relatively short time period. MI -MM -16- EXi;iBi"r E ESTIMATED COST First and Subsequent Yews' Program Implementation ($000) TOTAL BUDGET $150-0 e = Public Sector sa m Private Sector $50.0 ;zoo .O 6 $1-30.0 4-5 $50.0 1.5 i EJ 23:2722,:)) OUTPUT SALARCE CItMGE 78-9- 1973 1982 1916 1?32 �,li?; r hErtSil 175371 17-::819 151,262 144618 2492 7644 2 m3FI -`cAT 431.".hL L �I::_I CE 10 67666 61125 -2013 -28994 6541 26491 4RI-;:OTT8;: p p -542 -522 0 -IiO 4 4R: -FC a & Fc.') s'ck:;IS 124927 123,007 24994 204 1 1920 4098 Safi: -7;;ai ?P.;,2L•CT, ::...C. 358841 336306. 303367 2rs8019 22535 15848 4 Ohl 40FESTRY 6 MARY FDT 17094 . 14530 8341 6193; 2,54 2I48 1 6aFi-AoFi,iunEsT.,. SEtv:czz 10467 9371 -22828 '-22060 716 -767. 313113 -IF33 t f:F CaLOY 0 0 -461` -520 0 54 4 "f N;'.3-CCPFER 2RE 0 4 -33 -'s6 0 3. �0 ,1i;tl:r8-!;t`iF-c6:JS YEIA: an_8 0 Q -100 -1I0; 0 10 I; C.•'ti'!o-C?.F.L 0 0 -2541 ?60 0 2:0 1x ";.1,',S-CF;:D� E ! MLEV-1 i :a; 6585 3496 3031 -443 3064 - :c !�CALT 4123 4123 -175 -475 0 300 14 1;`tI'w-CaEIICAL +: FEFTI I.E3 0 0 -332? -3124 - 0 -.74 ` -�� cAl%:TEIVNCE 1 R;"r,i:R CS%;T.C-, 2 .7055 � 27255 183 -400 0 'sti,tF-C;:,.AN7_E 0 0 -98 -144 663 0 46 0 0 0 0 0 0 18 ,4p1iUr -?1EA; C:003 8I936 E23225 61215 96457 -41290 -35242 . 19 ';A OF -0 Vhy FRNUC13 .26506 28916 17826 19314 -2410 -1489 :0 AVCf-ii,iR'c0 ': Fiuicci =u,�? 149589 141824 14141E" 133199 7765 8212 :1 SAk Jf -:3: IN °::L :77122y'.: 120500 . 137750 4469,5 61528. -17250 -26833 =t f A,7ti `F--�.EFY ' 12605 14706 10.33 E2J38 -2101 -18Q4 •.� iF :.ana 57611 45410 3s184 24344 }4403 1c801 0 4 -283 -564 p ' :a 'ntltF-4LC:hCL.^ acvc'PAEES 100000 125000 90312 113,52 6 -25400 -23020 :3 ,1a;i,f -cu%T :=ltiX 23934 32727 19572 21:c5 1-8786 -7112 !+6t;f -FCCO FCIl CT3t-E•-• 51I00 38462 112,;8 -2246' 126,8 1485 p p 0 0 0 _9 ,wdi•1F - r:or9ir, s�i+eti 1 .TFE;L , 0 ., .. p ,,4208 -6914- t 4 . 0 -2707 30 11314F -FLOCR MvEi.N3 ?CI 0 0 -437 -295>. 0 -242 . `3: tir'iUi-.EXT:LE ML! 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E.. L LM1t? c. L Ii] : 0 0 , : -1749 '° 1 2 SrcC scy C,••?_'`. P.►M, 164455 149043 164455 149403 15452 X5452 i APPENDIX B Survey of Agriculture The results of this supplemental sur,•cy are provided on the attached survey from which shows, the raw responses and the percent distribution of responses for each question. Key findings of the survey can be summarized as follows: 0 42% of respondents operate on 100 acres or less. 0 44% employ 5 or fewer workers at peak times, and 82% employ 5 or fewer workers at slack periods. 0 6`:'n, primarily provide fruit and nut crops. 0 64% have cperated at their present location for over 25 years. o Suitability of soil and availability of water were the top-rated site advantages; high operating costs was the major disadvantage. 0 60% own all of their farms and operations. 0 20% have recently expanded their acreage and 15% plan to do so; 58% say there 0 36% have recently made major capital improvements and 26% plan to do so. 0 52% deal with a marketing coop; 44% serve customers in the County while 86% use County suppliers. 0 79% of product is product is processed, 58% of which is processed in County. o Over 50% rate their workforce above average. o Repair and maintenance services are most difficult to obtain according to 71% of respondents. o Respondents generally give favorable ratings to the tax climate, unfavorable ratings to the regulatory climate; 37% feel local government is pro-business. 0 47% rate the local financial community good. o 42% of businesses recently declined; 141b expect further declines. SIJ': CC:U 4+ 1L E V E LYN Ni OLSON, Mayor rOHN R. ;Randy) SNIDER Mayor Pro Fempore DAVID M HiNCHMAN JAMES bb Pir.;YER?ON. Jr 1KIDM RE0 TH'_).n,AS A. PETERSON City Manager CITY OF L O D i ALICE M REIMCHE CITY HAIL. 221 WEST PINE STREET City Clerk CALL BOX 1(-6 RONAiD M. STEIN LOCI, CALIFORNIA 952 41-1 91 0 City Attorney (209)334-5634 TELECOPIER 1209) 311-6795 June 2.3, 1987 Mr. Michael E. Locke City Manager City of Tracy and Co -Chair San Joaquin County Strategic Plan 325 East 10th Street Tracy, CA 95376 Dear Mr. Locke: This letter will confirm action taken by the Lodi City Council at its -• reula-r, meeting ,, of'' June 17, 1987 whereby Council approved" an appropriation of an additional $2,110 to assist ir defraying the deficit incurred by the San Joaquin Strategic Plan Corporation, contingent on the other participants paying their share of the $20,000 deficit. Please notify us when you have received commitments from the other participants. Should you have any questions regarding this action, please do not hesitate to call. Very truly yours, A�7K Alice M. Az4- City Clerk AMR:jj cc: James B. Schroeder Commurity Development Director