Southcentral Michigan Planning Council 201 West Kalamazoo Avenue, Room 101 · Kalamazoo, Michigan 49007 Phone: (269) 384-8305 · FAX: (269) 383-8920 · Email:
[email protected]
June Board Meeting Agenda MEETING DATE: MEETING TIME: MEETING LOCATION:
Tuesday, June 3, 2014 2:00 pm
Room 105 of the Kalamazoo County Administration Building 201 West Kalamazoo Avenue, Kalamazoo, MI 49007
1. Call to Order 2. Members Excused 3. Action: Approval of the Agenda 4. Action: Approval of the Minutes 5. Citizen Comments 6. Reimbursements and Invoices a. Kalamazoo County (Staff) - $2,512.75 b. Lee Adams (March through May) - $637.32 7. Treasurer’s Report a. Provided at meeting 8. Transportation/KATS Report a. Presented at the meeting b. Action: Reimbursement Request - $942.02; $5,228.92; $2,546.77 = $8,717.71 c. Action: 2015 Work Program 9. Discussion: Regional Prosperity Initiative a. Update on Regional Prosperity Meetings 10. Discussion: CEDS a. Working Group Update b. Progress Report sent to EDA 11. Discussion: Partnership with the W.E. Upjohn Institute a. Discussion/Update on the Potential Partnership Structures 12. Staff Report: a. Work Conducted for St. Joseph County b. Barry County Update c. Jennifer Owens/Kalamazoo County Representative 13. Board Member Comments 14. Action: Adjournment
Next Meeting: July 1st at the Kalamazoo County Administration Building 201 West Kalamazoo Avenue, Kalamazoo, MI 49007
Southcentral Michigan Planning Council 201 West Kalamazoo Avenue, Room 101 · Kalamazoo, Michigan 49007 Phone: (269) 384-8305 · FAX: (269) 383-8920 · Email:
[email protected]
April Board Meeting Minutes MEETING DATE: MEETING TIME: MEETING LOCATION:
Tuesday, April 1, 2014 2:00 pm
3rd floor Human Resources Conference Room 315 West Green Street, Marshall, MI 49068
1. Call to Order 2. Members Excused a. Dunn, Frantz, Miller, Reid 3. Action: Approval of the Agenda a. Hazelbaker made a motion to approve the agenda. i. The motion was seconded by Shaffer. ii. Motion carried. 4. Action: Approval of the Minutes a. Huffman made a motion to approve the minutes as amended. i. The motion was seconded by Conti. ii. Motion carried. 5. Citizen Comments a. None. 6. Reimbursements and Invoices a. None. 7. Treasurer’s Report a. The Treasurer was not present at the meeting. 8. Transportation/KATS Report a. KATS Staff provided a verbal and written report of their monthly activities. b. KATS request reimbursement for their activities in the amount of $9,512.95 i. Hazelbaker made a motion to approve the reimbursement request from KATS 1. The motion was seconded by Byrnes 2. Motion Carried. c. Staff presented a letter from Brian Sanada, the Asset Management Coordinator at MDOT. The letter notified the board that MDOT was satisfied with the performance SMPC and KATS. d. The board had a few questions about the Heritage Route Program. i. Brief discussion ensued. 9. Discussion/Action: Planning Services Update a. Update on Homer Township i. KATS received a copy of the Homer Township Master Plan and is reviewing it. KATS will develop a proposal for the Township to review. b. Contract with KATS signed by both parties i. SMPC signed the contract with KATS for Planning Services at their March Meeting. The KATS Policy Committee also approved the contract at their March meeting. With the signed contract, KATS can now provide SMPC with staff for Planning Services. 10. Discussion: Regional Prosperity Initiative a. Update on Regional Prosperity Meetings
i. Staff gave a brief review of activities conducted during the last month and outlined the expectations of the next couple of meetings. 11. Discussion: CEDS a. Upjohn Institute Staff gave a brief review of the CEDS Process to date and an outline of the process going forward. b. The board was impressed by the level of communication with local leaders planned in the CEDS process. 12. Discussion/Action: Strategic Planning Session Review a. The board discussed the strategic planning session and the deliverables identified in the process. i. The deliverables include: 1. Develop a long term staffing solution a. The board felt that the Upjohn Institute would provide SMPC with the best opportunity to flourish. i. The resources and reputation of the Upjohn Institute would provide a solid foundation for SMPC to gain notoriety within the region. b. Staff and the Upjohn Institute are creating an agreement in which the Upjohn Institute will provide staff to SMPC. c. Staff will present a draft agreement and budget at the May SMPC Board meeting. 2. Publish the CEDS a. The Upjohn Institute intends to complete the CEDS by the end of July. 3. Enhance communication within the region a. Staff will begin work on this deliverable in June or July. 4. Develop SMPC Services a. This is an ongoing project that will increase in activity when SMPC staff migrates to the Upjohn Institute. b. The service is customer driven. Thus, increased communication with the local units of government will help SMPC determine future services. 13. Staff Report: a. Meeting regarding Barry County on April 4 i. The Governor’s Office requested a meeting with Lee Adams, Dave Bee, Valerie Byrnes, Ben Geiger, and EDA representatives to determine the process for Barry County to migrate to the Region 8. b. Placemaking Event in Kalamazoo on April 30 i. Staff felt that the board would benefit from the information presented at the meeting because the CEDS and SMPC services will focus on Placemaking activities. ii. Staff will send out more information when it becomes available. 14. Board Member Comments a. None Made. 15. Action: Adjournment a. Owens made the motion to adjourn. i. The motion was seconded by Huffman. ii. Motion carried.
COUNTY OF KALAMAZOO PLANNING & COMMUNITY DEVELOPMENT 201 W KALAMAZOO AVENUE, RM 101 KALAMAZOO, MI 49007
INVOICE
19-0000098 Page 1 of 1
PLANNING COUNCIL SOUTHCENTRAL MICHIGAN 201 W KALAMAZOO AVE ROOM 101 KALAMAZOO, MI 49007
DATE
04/28/2014
ACCOUNT
001876
AMT DUE
2,512.75
AMOUNT PAID
MAKE CHECKS PAYABLE TO KALAMAZOO COUNTY PLEASE DETACH AT THE PERFORATION AND RETURN WITH YOUR REMITTANCE
KALAMAZOO COUNTY PLANNING & COMMUNITY DEVELOPMENT DESCRIPTION
AMOUNT
April 28, 2014 STAFFING SERVICES 95.00 - 2014 Q1 STAFFING SERVICES PROVIDED TO SMPC
2,512.75
Total Amount Due:
2,512.75
For questions please call 269-384-8117 ACCOUNT NO.
001876
PAYABLE UPON RECEIPT
Please Remit to: COUNTY OF KALAMAZOO
PLANNING & COMMUNITY DEVELOPMENT 201 W KALAMAZOO AVENUE, RM 101 KALAMAZOO, MI 49007
2,512.75
Kalamazoo Area Transportation Study (KATS) & Southcentral Michigan Planning Council (SMPC) Progress Report: April 2014 3101 Program Management 3102
Prepared for and attended SMPC Board meetings Monthly billing regarding KATS contract Technical Assistance to MDOT No work was completed in this work element
3103 Technical Assistance to Member Agencies
Attended the Regional Prosperity Initiative meeting
3104 Management of Rural Task Force Process 3105
Prepared for and attended Rural Task Force Meetings Public Involvement and Consultation Process for Non-Metropolitan Areas Discussions continued on Homer Township Master Plan Work continued on the grant program for small urban task force for Three Rivers, Albion, Marshall, Sturgis and Hastings
3106 Public Involvement for Air Quality Conformity 3107 3108 3109
No work has been completed in this work element Access Management No work has been completed in this work element Heritage Route Implementation No work was completed in this work element. Non-motorized Mapping and Investment Plan No work was completed in this work element
3110
Rural Safety Planning No work has been completed in this work element
3111 Asset Management
Work continued on the Branch County Road Commission Asset Management Plan Work continued on PASER ratings and road condition report for Barry County Began work on PASER ratings and road condition report for Kalamazoo County Worked continued on PASER ratings and road condition report for St. Joseph County
FY 2014 Region 3 Transportation Work Program Financial Tracking Sheet October 2013‐April 2014 YTD Salary $31,182.44
Year To Date Work Element 3101
Work Element 3102
Work Element 3103
Work Element 3104
Work Element 3105
Work Element 3106
Work Element 3107
Work Element 3108
Work Element 3109
Work Element 3110
Work Element 3111
Billed on 5/16/2014
Fringe $17,439.42
Indirect $7,251.82
Other $3,274.41
Total MTF $21,755.35
Total SPR $13,869.73 $ ‐
Expended Budgeted Remaining
$ 5,443.64 $ 3,097.30 $ 1,270.27 $ 602.07 $ 4,201.00 $ 2,553.00 $ 994.00 $ 3,141.00 $ (1,242.64) $ (544.30) $ (276.27) $ 2,538.93
$ 10,413.28 $ 10,889.00 $ 475.72
Expended Budgeted Remaining
$ 1,263.36 $ 2,519.00 $ 1,255.64
$ 755.47 $ 1,531.00 $ 775.53
$ 297.78 $ 596.00 $ 298.22
$ 2,316.60 $ 4,646.00 $ 2,329.40
$ ‐
Expended Budgeted Remaining
$ 4,484.89 $ 5,024.00 $ 539.11
$ 2,634.52 $ 3,053.00 $ 418.48
$ 1,053.26 $ 1,188.00 $ 134.74
$ 8,573.05 $ 9,265.00 $ (400.38) $ 691.95
$ ‐
Expended Budgeted Remaining
$ 5,771.38 $ 3,248.95 $ 5,411.00 $ 3,289.00 $ (360.38) $ 40.05
$ 1,343.92 $ 2,251.96 $ 1,280.00 $ 2,370.00 $ (63.92) $ 118.04
Expended Budgeted Remaining
$ 715.00 $ 2,657.00 $ 1,942.00
$ 374.32 $ 1,431.00 $ 1,056.68
$ 164.21 $ 601.00 $ 436.79
Expended Budgeted Remaining
$ ‐ $ 1,064.00 $ 1,064.00
$ ‐ $ 646.00 $ 646.00
$ ‐ $ 252.00 $ 252.00
Expended Budgeted Remaining
$ ‐ $ 1,673.00 $ 1,673.00
$ ‐ $ 1,017.00 $ 1,017.00
$ ‐ $ 396.00 $ 396.00
Expended Budgeted Remaining
$ 180.00 $ 1,662.00 $ 1,482.00
$ 92.05 $ 1,010.00 $ 917.95
Expended Budgeted Remaining
$ ‐ $ 821.00 $ 821.00
Expended Budgeted Remaining Expended Budgeted Remaining
$
‐
$
‐
Total MTF (Asset) $23,523.01
Grand Total $59,148.09 $ 10,413.28 $ 10,889.00 $ 475.72
4.37%
$ 2,316.60 $ 4,646.00 $ 2,329.40
50.14%
$ ‐
$ 8,573.05 $ 9,265.00 $ 691.95
7.47%
$ 12,616.21 $ 12,350.00 $ (266.21)
$ 12,616.21 $ 12,350.00 $ (266.21)
‐2.16%
$ 1,253.52 $ 4,689.00 $ 3,435.48
$ 1,253.52 $ 4,689.00 $ 3,435.48
73.27%
$ ‐ $ 1,962.00 $ 1,962.00
$ ‐ $ 1,962.00 $ 1,962.00
100.00%
$ ‐ $ ‐
$ ‐ $ 3,086.00 $ 3,086.00
100.00%
$ ‐
$ 313.21 $ 3,065.00 $ 2,751.79
89.78%
$ ‐
$ ‐ $ 1,514.00 $ 1,514.00
100.00%
$ 139.21 $ 1,535.00 $ 1,395.79
$ ‐
$ 139.21 $ 1,535.00 $ 1,395.79
90.93%
$ ‐
$ ‐
$ ‐
$ ‐
$ 23,523.01 $ 53,000.00 $ 29,477.99
55.62%
$ 400.38
$ ‐ $ ‐
$
‐
$ ‐
$
‐
$ ‐
$
‐
$ ‐
$
‐
$ ‐
$
‐
$
‐
$ ‐ $ 3,086.00 $ 3,086.00
$ 41.16 $ 393.00 $ 351.84
$
‐
$
‐
$ ‐ $ 499.00 $ 499.00
$ ‐ $ 194.00 $ 194.00
$
‐
$
‐
$ 80.00 $ 832.00 $ 752.00
$ 40.91 $ 506.00 $ 465.09
$ 18.29 $ 197.00 $ 178.71
$
‐
$
‐
$ 13,244.17 $ 21,053.00 $ 7,808.83
$ 7,195.90 $ 12,794.00 $ 5,598.10
$ 3,062.94 $ 4,979.00 $ 1,916.06
$ 20.00 $ 14,175.00 $ 14,155.00
$ 313.21 $ 3,065.00 $ 2,751.79 $ ‐ $ 1,514.00 $ 1,514.00
$ ‐
$ ‐
$ 23,523.01 $ 53,000.00 $ 29,476.99
Kalamazoo Area Transportation Study 269-343-0766
[email protected]
FY 2014 Region 3 Transportation Work Program Financial Tracking Sheet October 2013‐April 2014 YTD by County Work Element
Budget
Encumbered Remaining
Barry
Branch
Calhoun
Kalamazoo
St Joseph
3101 Program Management 3102 Technical Assistance to MDOT 3103 Technical Assistance to Member Agencies 3104 Rural Task Force
$ 10,889.00 $ 4,646.00 $ 9,265.00 $ 12,350.00
$ 10,413.28 $ 2,316.60 $ 8,573.05 $ 12,616.21
$ 475.72 $ 2,329.40 $ 691.95 $ (266.21)
$2,082.66 $463.32 $598.00 $1,929.20
$2,082.66 $463.32 $4,783.57 $2,730.64
$2,082.66 $463.32 $1,099.03 $2,758.23
$2,082.66 $463.32 $1,494.44 $2,311.06
$2,082.66 $463.32 $598.00 $2,887.08
3105 Public Involvment for Air Quality 3106 Public Involvment for Non‐Metro 3107 Access Management 3108 Heritage Route Implementation 3109 Non‐Motorized 3110 Rural Safety Planning 3111 Asset Management Total
$ 4,689.00 $ 1,962.00 $ 3,086.00 $ 3,065.00 $ 1,514.00 $ 1,535.00 $ 53,000.00 $ 106,000.00
$ 1,253.52 $ ‐ $ ‐ $ 313.21 $ ‐ $ 139.21 $ 23,523.01 $ 59,148.09
$ 3,435.48 $ 1,962.00 $ 3,086.00 $ 2,751.79 $ 1,514.00 $ 1,395.79 $ 29,476.99 $46,852.91
$198.50 $0.00 $0.00 $62.64 $0.00 $27.84 $2,888.69 $8,250.86
$155.00 $0.00 $0.00 $62.64 $0.00 $27.84 $14,619.02 $24,924.69
$416.01 $0.00 $0.00 $62.64 $0.00 $27.84 $713.59 $7,623.32
$176.75 $0.00 $0.00 $62.64 $0.00 $27.84 $1,444.42 $8,063.14
$307.26 $0.00 $0.00 $62.64 $0.00 $27.84 $3,857.30 $10,286.09
Billed on 5/16/2014
Kalamazoo Area Transportation Study 269-343-0766
[email protected]
Kalamazoo Area Transportation Study 5220 Lovers Lane, Suite 110 Portage, MI 49002
Invoice Date
Invoice #
4/30/2014
05142014-01
Billed 5/16/2014
Bill To Southcentral MI Planning Council c/o Kalamazoo County Planning 201 West Kalamazoo Ave RM 101 Kalamazoo MI 49001
Description
Amount
April 2014 (FY 2014) Progress Report Billing: Contract No. 2013-0048 Z/4: MTF Funds
942.02
Total Phone #
E-mail
(269) 343-0766
[email protected]
$942.02
Kalamazoo Area Transportation Study 5220 Lovers Lane, Suite 110 Portage, MI 49002
Invoice Date
Invoice #
4/30/2014
05142014-02
Billed 5/16/2014
Bill To Southcentral MI Planning Council c/o Kalamazoo County Planning 201 West Kalamazoo Ave RM 101 Kalamazoo MI 49001
Description
Amount
April (FY 2014) Progress Report Billing Contract No. 2013-0048 Z/3 Region Asset Management MTF
5,228.92
Total Phone #
E-mail
(269) 343-0766
[email protected]
$5,228.92
Kalamazoo Area Transportation Study 5220 Lovers Lane, Suite 110 Portage, MI 49002
Invoice Date
Invoice #
4/30/2014
05142014-03
Billed 5/16/2014
Bill To Southcentral MI Planning Council c/o Kalamazoo County Planning 201 West Kalamazoo Ave RM 101 Kalamazoo MI 49001
Description
Amount
April 2014 (FY 2014) Progress Report Contract No. 2013-0048 Z/5 SPR Fund
2,546.77
Total Phone #
E-mail
(269) 343-0766
[email protected]
$2,546.77
FY 2015 Regional Transportation Planning Work Program Region 3 Southcentral Michigan Planning Council
Approved:
Southcentral Michigan Planning Council Phone: (269) 384-8305 Email:
[email protected] www.smpcregion3.org
FY 2015 Regional Transportation Planning Work Program Region 3 Southcentral Michigan Planning Council
Table of Contents Introduction .............................................................................................................................. 1 Southcentral Michigan Planning Commission FY 2015 Program............................................. 2 FY 2015 Budget ....................................................................................................................... 2 Budget Table ............................................................................................................................ 3 3101 - Program Management ..................................................................................................... 4 3102 - Technical Assistance to MDOT ................................................................................... 5 3103 - Technical Assistance to Member Agencies .................................................................. 7 3104 - Management of the Small Urban and Rural Task Force Process ................................. 8 3105 - Public Involvement and Consultation Process for Non-Metropolitan Areas................ 9 3106 - Public Involvement for Air Quality Conformity .......................................................... 11 3107 - Access Management ...................................................................................................... 12 3108 - Byway Program Implementation .................................................................................. 13 3109 - Non-motorized Mapping and Investment Plan ........................................................... 14 3110 - Rural Safety Planning ................................................................................................. 15 3111 - Asset Management ........................................................................................................ 16
Appendices Appendix A: Southcentral Michigan Planning Council Board............................................... 18 Appendix B: Southcentral Michigan Planning Council Staff and Contact Information ........ 19 Appendix C: Kalamazoo Area Transportation Staff and Contact Information ...................... 19
FY 2015 Regional Transportation Planning Work Program Region 3 Southcentral Michigan Planning Council INTRODUCTION The Michigan Department of Transportation (MDOT) recognizes the importance of the statelocal partnership in delivering a safe and efficient transportation system. The Regional Transportation Planning Program (RTPP) was created by the MDOT Bureau of Transportation Planning (BTP) in 1974 in order to contract various planning services to be performed by the State Planning and Development Regions to assist BTP and local units of government. The RTPP requires each participating regional planning agency to have an approved annual work program in accordance with a three-year Master Agreement. Since 1984 the State Legislature has set a budget of $488,800 of Act 51’s Michigan Trunkline Fund (MTF) for the RTPP. The scope of work identified in the annual work program includes specific activities identified to assist MDOT and local communities. Over the years, the work elements and funding levels of the basic work program remained stable. In previous years the basic work program contained the following work elements: Administration, Technical Assistance to MDOT, Highway Performance Management System, Public Involvement and Local Technical Assistance. The FY 2015 work program addressed the federal Moving Ahead for Progress in the 21st Century (MAP-21) intent that local officials are involved with MDOT’s Statewide Transportation Planning process, since the regional planning agencies represent local units of government throughout the entire state. For FY 2015, the work program for the Planning Regions continues to have a budget of $488,800 for the basic work elements of the work program. However, for FY 2015 BTP has also allocated part of the State Planning and Research (SPR) Program funding to provide annual transportation technical assistance for non-metropolitan areas of the state. In FY 2015, each of the regional planning agencies, with exception of SEMCOG, will receive $19,000 from the FY 2015 SPR program to assist MDOT by:
Improving public involvement and the consultation process in non-metropolitan areas of the state.
Managing the Rural Task Force and Small Urban Program process.
Providing interagency coordination and public involvement for air quality conformity in non-attainment areas for ozone and PM2.5.
FY 2015 Regional Transportation Planning Work Program
1
Southcentral Michigan Planning Council
SOUTHCENTRAL MICHIGAN PLANNING COMMISSION FY 2015 PROGRAM The SMPC entered into an agreement with the Kalamazoo Area Transportation Study (KATS) to provide staffing for the Transportation Program for FYs 2014 and 2015. SMPC and KATS will work to provide technical support to MDOT and the various agencies within the Region 3 area during FY 2015 (ending September 30, 2015). Lee Adams of Kalamazoo County Department of Planning and Community Development is serving as the Program Coordinator at the time of this work program’s adoption.
FY 2015 BUDGET The following is the estimated budget for FY 2015 utilizing the services of the Kalamazoo Area Transportation Study, the consulting agency for SMPC. For FY 2015, the budget was based on:
$19,000 in State Planning and Research (SPR) Program funds;
$34,000 in Michigan Transportation Fund (MTF) Program funds; and
$53,000 in Transportation Asset Management funding (MTF).
The indirect and fringe rates used to develop the FY 2015 Regional Transportation Planning Work Program are those that are part of the Kalamazoo Area Transportation Study’s FY 2015 Unified Planning Work Program (UPWP). The rates have been approved by the Michigan Department of Transportation as well as the Federal Highway Administration and Federal Transit Administration. The RTPP uses estimates based on the percentage of the program for each RTPP work code.
FY 2015 Regional Transportation Planning Work Program
2
Southcentral Michigan Planning Council
FY 2015 Regional Transportation Planning Work Program
3
Southcentral Michigan Planning Council
8,790 1,367
$ $
$ $ $
Management of Rural Task Force Process and Small Urban Program Process
Public Involvement and Consultation Process for Non-Metropolitan Areas $ $
Technical Assistance to Member Agencies
Public Involvement for Air Quality Conformity
Access Management
Byway Program
Non-Motorized Mapping and Investment Plan
3103
3104
3105
3106
3107
3108
3109
29,040 58,085
$ $ TOTALS $
Rural Safety Planning
Asset Management
3110
3111
847
869
1,071
279
257
7,430
2,192
$
Technical Assistance to MDOT
5,944
3102
$
SALARY
Program Management
PROJECT
3101
WORK ELEMENT
$
$
$
$
$
$
$
$
$
$
$
$
31,361
15,680
458
469
578
149
137
738
4,746
4,012
1,183
3,209
FRINGE BENEFIT
$
$
$
$
$
$
$
$
$
$
$
$
16,554
8,280
242
248
305
79
68
390
2,506
2,118
625
1,694
INDIRECT
$
$
$
$
$
$
$
$
$
87,000
53,000
1,547
1,586
1,954
507
13,560
4,000
10,847
TOTAL MTF FUNDS
Region 3 - Southcentral Michigan Planning Council
$
$
$
$
19,000
463
2,495
16,042
TOTAL SPR FUNDS
FY 2015 Regional Transportation Planning Work Program
$
$
$
$
$
$
$
$
$
$
$
$
106,000
53,000
1,547
1,586
1,954
507
463
2,495
16,042
13,560
4,000
10,847
TOTAL
2,709
1,392
37
40
42
11
17
72
390
371
90
247
HOURS
3101 - PROGRAM MANAGEMENT Total $10,847
Salary $5,944
Fringe $3,209
Indirect $1,694
Hours 247
Objective To manage MDOT Regional Transportation Planning Program (RTPP) in the Southcentral Michigan Planning Council - Region 3 area. Activities
Prepare and adopt annual work program.
Prepare progress reports and invoices no less than quarterly.
Ensure expenditures are well documented and cost effective.
Prepare a Final Acceptance Report (FAR) on the status of the work activities and products, within ninety (90) days from the end of the fiscal year.
Assist the auditors in carrying out general and specific audits of programs annually. Send such audit report to the Program Coordinator.
Products
Annual Work Program Progress Reports with proper document Final Acceptance Report Year End Audit
FY 2015 Regional Transportation Planning Work Program
4
Southcentral Michigan Planning Council
3102 - TECHNICAL ASSISTANCE TO MDOT Total $4,000
Salary $2,192
Fringe $1,183
Indirect $625
Hours 90
Objectives Assist in various tasks to update the Statewide Long-Range Transportation Plan (MI Transportation Plan) and the Statewide Transportation Improvement Program (STIP). Assist in addressing specific department issues, such as transit, and project and program development issues. Activities
Assist in conducting transportation related workshops, including but not limited to, workshops for access management, Heritage Routes, non-motorized transportation, and safety for non-metropolitan area elected officials. Activities may include locating adequate facilities, registering participants, scheduling speakers and other related activities.
Provide staffing and technical planning assistance in the area of transportation.
Conduct transportation studies as needed.
Assist in identifying transportation programs and projects as appropriate for the STIP and the Statewide Long-Range Transportation Plan.
As appropriate, assist the MDOT Bureau of Passenger Transportation in cooperation with local transit providers.
Statewide Travel Demand Model: a. Review and provide feedback on REMI socio-economic forecasting outputs and assist in reviewing and allocating data to statewide traffic zones. b. Verify statewide model network inventories. c. Provide traffic counts, as available, for model update not covered in acquiring traffic counts for the Highway Performance Monitoring System (HPMS).
FY 2015 Regional Transportation Planning Work Program
5
Southcentral Michigan Planning Council
d. Collect and submit data items for HPMS for all non-trunkline samples, excluding traffic related data. In conjunction with MDOT’s HPMS Coordinator, staff will review and update the HPMS database sample segments using MDOT supplied spreadsheets that contain only the data items needing to be updated for each sample. Products
HPMS Submission Meetings scheduled and attended Review materials
FY 2015 Regional Transportation Planning Work Program
6
Southcentral Michigan Planning Council
3103 - TECHNICAL ASSISTANCE TO MEMBER AGENCIES Total $13,560
Salary $7,430
Fringe $4,012
Indirect $2,118
Hours 371
Objective Provide services to local transportation agencies to improve existing and new multi-modal transportation systems, and identify actions to improve the area’s transportation system. The goal is to evenly distribute funding among non-metropolitan counties. Activities
Educate local units of government on the services that SMPC can provide.
Assist local units of government in obtaining grant funds to improve existing and new multi-modal transportation systems, and identify actions to improve the area’s transportation system.
Assist local agencies seeking to improve and expand public transportation and to promote improved transportation systems for all modes.
Coordinate planning to promote safety, livable communities and environmental sustainability.
Work with local agencies to assess impacts of transportation on projected land uses in the region.
Review traffic crash data.
Products
Provide Program Coordinator with a copy of any reports produced as a result of these activities.
FY 2015 Regional Transportation Planning Work Program
7
Southcentral Michigan Planning Council
3104 - MANAGEMENT OF THE RURAL TASK FORCE AND SMALL URBAN PROGRAM PROCESS Total $16,042
Salary $8,790
Fringe $4,746
Indirect $2,506
Hours 390
Objective To assist MDOT in the management of the Rural Task Force (RTF) and Small Urban program meetings. Activities
Schedule, set-up and attend both local and regional RTF and Small Urban program meetings.
Ensure a continuing, cooperative and comprehensive planning process is followed.
Ensure the required public involvement and consultation process is completed, by providing citizens, affected public agencies, Tribal Governments, public transportation providers and other interested parties with notice and opportunity to comment on proposed transportation projects.
Submit proof of advertising public involvement. Advertise meetings at least two weeks prior to local and regional RTF meetings. Submit proof of consultation with local elected officials and stakeholders.
Ensure the correct system is identified and eligible work is submitted.
Document meeting activities and submit all required documentation into MDOT within two after each RTF meeting.
Products
Rural Task Force Project Spreadsheet and Information Rural Task Force and Small Urban Program documentation Bylaws for Rural Task Force Region 3
FY 2015 Regional Transportation Planning Work Program
8
Southcentral Michigan Planning Council
3105 - PUBLIC INVOLVEMENT AND CONSULTATION PROCESS FOR NON-METROPOLITAN AREAS Total $2,495
Salary $1,367
Fringe $738
Indirect $390
Hours 72
Objectives To provide for non-metropolitan local official participation in the development of the State Long-Range Transportation Plan (LRTP) and the STIP. To provide opportunities for the public to review and comment in the development of the LRTP and STIP. To manage consultation with local elected officials, local officials with responsibility for transportation, public agencies, general public, Tribal Governments, businesses, and other organizations in accordance with the Statewide Planning Process Public Participation Plan. Activities
Work with MDOT on public involvement issues, including organizing meetings, focus groups and advisory committees.
Maintenance of the SMPC website.
Conduct local program meetings, ongoing communication, and technical assistance in non-metropolitan areas of the state that provide information on various state and federal programs.
Document the RTF’s public involvement and consultation processes.
Partner with MDOT to educate and train local officials with regard to state and federal funded programs, policies, applications, and other key information.
Respond to requests from both the public and private sectors to provide information on state and federal transportation programs, projects, funding, and to gather information on local issues.
Participate in statewide conferences, meetings, seminars, forums, and training sessions focused on state and federal programs available to local communities.
FY 2015 Regional Transportation Planning Work Program
9
Southcentral Michigan Planning Council
Assist MDOT in keeping elected public officials, general public, local planning agencies, and Tribal Governments informed early of the list of projects in the Five-Year Program and of the investment strategies, funding assumptions, economic benefits and impacts on the various modes.
Assist in the creation and maintenance of a list serve for managing the electronic distribution of information to the local elected officials.
Products
Documentation of public involvement and consultation activities and products Website updates
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3106 - PUBLIC INVOLVEMENT FOR AIR QUALITY CONFORMITY Total $463
Salary $257
Fringe $137
Indirect $68
Hours 17
Objectives To comply with the provisions of MAP-21 and the transportation conformity provisions of the Clean Air Act for non-attainment areas for ozone and particular matter (PM2.5). To provide local interagency coordination in the transportation planning process. To provide results and gain input for the air quality conformity process to all interested individuals, citizens, and organizations (public and private). Activities
Attend air quality training courses and seminars to become fluent in conformity/nonconformity regulations, language, and issues.
Conduct and participate in interagency discussions and consultation at a statewide and/or region-wide level to discuss and evaluate attainment strategies pertaining to air quality conformity as part of the statewide transportation planning process.
Inform the public of activities and opportunities for public involvement.
Assistance and review of Congestion Mitigation Air Quality (CMAQ) projects for Calhoun County.
Products
Congestion Mitigation Air Quality Program Applications
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3107 - ACCESS MANAGEMENT Total $507
Salary $279
Fringe $149
Indirect $79
Hours 11
Objective To assist in developing an Access Management training program for client communities. Assist in preparing Access Management plans and ordinances along major highway corridors. Activities
Develop and implement an educational program to educate client jurisdictions about what access management is and how it can benefit their community.
Prioritize and select corridor locations within the region for the development of access management plans and ordinances. Location and prioritization of routes should be based on safety issues and opportunities to implement all or portions of the plan.
Assist local communities in the process of adopting access management plans and ordinances. Assist road agencies, client communities and property owners, as required when road and utility projects provide plan implementation opportunities. Provide follow up to communities with existing access management plans and ordinances.
Products
Provide local client communities and road agencies with hard and electronic copies of the plan and ordinance. Provide local client communities with access management training materials.
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3108 - BYWAY PROGRAM IMPLEMENTATION Total $1,955
Salary $1,071
Fringe $578
Indirect $305
Hours 42
Objective Assist the I-69, BR-94, M-179 and US-12 Byway Committees in developing and administering their Corridor Management Plan (CMP). Serve as technical support staff to byway committees and central contact point for questions or concerns, research and apply for grants to fund projects contained in the CMP. Activities
Assist the byway committee in applying for grant funds to implement action items identified in the Corridor Management Plan.
Assist in preparing corridor management plans.
Attend byway committee meetings.
Attend conferences, workshops and seminars.
Assist in the review and update of existing Corridor Management Plans.
Assist the Southwest Michigan Planning Commission (region 4) and Region 2 Planning Commission in the implementation of the US-12 Byway Corridor Management Plan.
Distribute Statewide Byway maps, brochures, pamphlets, web site and other promotional/educational material to constituents.
Products
Corridor Management Plans containing improvement, protection and economic development strategies for the region byways.
Provide MDOT with a copy of any reports (excluding grant applications) as a result of this activity, or a copy of cover letters for products submitted to others.
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3109 - NON-MOTORIZED MAPPING AND INVESTMENT PLAN Total $1,585
Salary $869
Fringe $469
Indirect $248
Hours 40
Objective Facilitate the process of completing non-motorized planning efforts for the State of Michigan by MDOT region. Activities
Collect information to match the data fields in MDOT's Transportation Management System (TMS) Program.
Develop and implement aspects of a non-motorized investment plan to identify needed projects and project elements, prioritizing those projects, and determining the optimum funding arrangements for the projects within each region.
Promote the consideration of bicycle and pedestrian facilities in the overall transportation planning activities.
Garner input from stakeholders and general public.
Products
Maintenance and enhancement of current Southwest Michigan Non-Motorized Plan and Map.
Public involvement and assistance.
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3110 - RURAL SAFETY PLANNING Total $1,547
Salary $847
Fringe $458
Indirect $242
Hours 37
Objective Assist in conducting rural safety planning forums to increase or create awareness for safety, and encourage formation of cross-discipline safety partnerships at the local level. Determine areas of safety risks (i.e., behavioral, structural) and schedule workshops to educate constituents in mitigating these risks, if appropriate. Activities
Assist in conducting Rural Safety Forums on a biannual basis. These forums will include emergency, enforcement, education, and engineering personnel as well as, other interested parties.
Schedule specific safety workshops as appropriate.
Update and maintain a list of safety advocates and their contact information.
Create partnerships that promote safety as an integral part of the planning and project development process.
Create mailing lists identifying safety groups and individuals as outlined in the MDOT Safety Forum Guidelines
Projects
Documentation of Rural Safety Planning activities List of safety advocates and groups
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
3111 - ASSET MANAGEMENT Total $53,000
Salary $29,040
Fringe $15,680
Indirect $8,280
Hours 1,392
Objective Assist in collecting and analyzing the data as part of the Michigan Department of Transportation’s Transportation Asset Management Program. Assist and train local units of government in Asset Management principles and the use of PASER data. Activities
Attendance at training seminar(s) on the use of PASER and data reporting.
Participation as part of a 3-person team that will rate the federal aid eligible roads in the Region 3 non-urban area (50% of federal aid roads for FY 2015).
Provide results of the PASER ratings to local agencies for review.
Public display of PASER ratings on website or through other public means.
Transmit PASER ratings along with other roadway data to MDOT.
Provide technical assistance to local agencies during the development of Local Asset Management Plans.
Monitor and report to the Asset Management Council the status of projects awarded through Internet Reporting Tool (IRT).
Analyze data and develop road preservation scenarios.
Projects
PASER data collected on federal-aid eligible roads in region. Asset Management Council PASER report. Project Status Reports in Internet Reporting Tool
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
APPENDICES Southcentral Michigan Planning Council Board Southcentral Michigan Planning Council Staff and Contact Information Kalamazoo Area Transportation Study Staff and Contact Information
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
Southcentral Michigan Planning Council Board Barry County: Valerie Byrnes Ben Geiger
[email protected] [email protected]
Branch County: Keith Baker Randall Hazelbaker
[email protected] [email protected]
Calhoun County: Kathy-Sue Dunn Jan Frantz Chris Miller
[email protected] [email protected] [email protected]
Kalamazoo County: Lou Conti Ron Reid Ryan Reffitt
[email protected] [email protected] [email protected]
St Joseph County: Lon Huffman Rick Shaffer
[email protected] [email protected]
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
Southcentral Michigan Planning Council Staff and Contact Information Lee Adams SMPC Administrator
[email protected]
Website www.smpcregion3.org Mailing Address and Phone Number: 201 W Kalamazoo Avenue, Room 101 Kalamazoo, MI 49007 (269) 384-8305
Kalamazoo Area Transportation Study Staff and Contact Information Jonathan Start Executive Director
[email protected] Steven Stepek, AICP Senior Transportation Planner
[email protected] Jodi Stefforia Associate Planner
[email protected] Taylor Raupp Associate Planner
[email protected]
Website www.KATSmpo.org Mailing Address and Phone Number: Kalamazoo Area Transportation Study 5220 Lovers Lane, Suite 110 Portage, MI 49002 (269) 343-0766
FY 2015 Regional Transportation Planning Work Program
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Southcentral Michigan Planning Council
Southcentral Michigan Planning Council
Comprehensive Economic Development Strategy (CEDS) Award Number: 06-86-05876
Progress Report
Period: October 1, 2013 through March 31, 2014 Prepared for U.S. Economic Development Administration (EDA) Attn: Lee Shirey Economic Development Representative for Michigan and Ohio 111 N. Canal Street, Suite 855 Chicago, IL 60606-7204
[email protected] Prepared by George A. Erickcek Claudette Robey W.E. Upjohn Institute for Employment Research 300 South Westnedge Avenue Kalamazoo, MI 49007
[email protected] [email protected] 269-343-5541 www.upjohn.org
April 30, 2014
CEDS Progress Report
October 1, 2013 – March 31, 2014
Table of Contents Background ................................................................................................................................................... 3 Status: Scope of Services .............................................................................................................................. 4 1.
Appoint a strategy committee (CEDS Steering Committee) ............................................................. 4
2.
Gain active and meaningful participation of the community and public sector .............................. 8
3.
Prepare an economic analysis of the region ..................................................................................... 9
4.
Identify regional goals and objectives ............................................................................................ 10
5.
Prioritize the region’s strategic projects, programs, and activities ................................................ 11
6.
Prepare a CEDS Plan of Action, including the development of performance measures ................ 11
7.
Submit the completed CEDS to the U.S. Economic Development Administration (EDA) ............... 12
8. Establish sustainable partnerships and networks between the region’s economic and workforce stakeholders ............................................................................................................................................ 12 Project Budget ............................................................................................................................................ 13 Project Timeline .......................................................................................................................................... 13 Appendix A: CEDS Steering Committee Meeting Agendas ....................................................................... A-1 Appendix B: February Meeting Presentation ........................................................................................... A-5 Appendix C: CEDS Steering Committee Meeting Schedule .................................................................... A-32 Appendix D: Invitation Letter to Join CEDS Steering Committee ........................................................... A-33 Appendix E: Brochures for Stakeholder Engagement ............................................................................. A-34 Appendix F: Budget ................................................................................................................................. A-38
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
Background The Southcentral Michigan Planning Council (SMPC) is a regional planning organization representing Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties. The SMPC aims to improve the economic, environmental, and fiscal health of member organizations through transportation, land use and environmental planning, economic development, and efficient local staffing. The SMPC was reorganized in the fall of 2012. The reconstitution of SMPC affords opportunities for communities in Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties to think regionally to address opportunities and concerns. The SMPC received a grant from the U.S. Economic Development Administration (EDA) to conduct a Comprehensive Economic Development Strategy (CEDS) for the 5-county region. The CEDS process is an opportunity for communities to identify their role within the region and focus on regional efforts that would enable them to reach their economic potential. The Upjohn Institute for Employment Research was contracted by SMPC to facilitate and develop the CEDS. This is the initial Progress Report to EDA covering the status and completion of activities within the scope of work. Activities for the period beginning October 1, 2013 through and including March 31, 2014 are discussed within this report. Please contact either George A. Erickcek,
[email protected], 269.34395541 or Claudette Robey,
[email protected], 269-343-5541 with any questions or if further information is needed.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
Status: Scope of Services The development of partnerships during the CEDS process is just as important as the sustaining the regional strategy. In fact, the Upjohn Team believes that the effectiveness of the economic development strategy will rest solely on the strengths of the partnerships developed during the process. With this in mind, the Upjohn Team is pursuing the following eight action steps that we deem necessary for the development of an effective and sustainable CEDS: (1) (2) (3) (4) (5) (6) (7) (8)
Appoint a strategy committee (CEDS Committee); Gain active and meaningful participation of the community and public sector; Prepare an economic analysis of the region; Identify regional goals and objectives; Prioritize the region’s strategic projects, programs, and activities; Prepare a CEDS Plan of Action, including the development of performance measures; Submit the completed CEDS to the U.S. Economic Development Administration (EDA); and Establish sustainable partnerships and networks between the region’s economic and workforce stakeholders.
1. Appoint a strategy committee (CEDS Steering Committee) PROGRESS THROUGH MARCH 31, 2014: • Working Group has become the CEDS Steering Committee • Committee nearly complete – Awaiting responses from 5 invitees • Regular meeting schedule established • CEDS Steering Committee engaged in decisions surrounding CEDS process During the Southcentral Michigan Planning Council’s November 5, 2013 meeting, the Upjohn Team outlined the anticipated timeline for the CEDS process and the EDA requirements for the composition of the CEDS Steering Committee. The Upjohn Team asked the Council to appoint a Working Group to work with the Upjohn Team to begin the CEDS process, with the hope that the individuals on this Working Group would become members of the Steering Committee. The Council discussed the composition of the Working Group and the CEDS Steering Committee, emphasizing that it would prefer a majority of private-sector participation. SMPC appointed 5 individuals (2 Council members, 1 Council representative, and 2 representing workforce development), and authorized the Council Chair to appoint 3 private-sector representatives. Working Group appointees were contacted and confirmed during the months of November and December, 2013. The first meeting of the CEDS Working Group was held on January 15, 2014. Members of the initial CEDS Working Group are shown in Table 1 below.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
Table 1: Initial CEDS Working Group Appointed by SMPC NAME
TITLE
COMPANY/ORGANIZATION
Lee Adams
Resource Coordinator
Kalamazoo County Department of Planning & Community Development
Administrator
Southcentral Michigan Planning Council
Area Manager Member
Consumers Energy Kalamazoo-St. Joseph Counties Workforce Development Board Kalamazoo County Road Commission The Hinman Company
Private Sector Public Sector
City of Parchment
Public Sector
Barry-Branch-Calhoun MichiganWorks! Kalamazoo-St. Joseph MichiganWorks! Service Delivery Area Battle Creek Unlimited
Workforce
Dennis Berkebile
Member Robert Britigan III
Regional Property Manager Vice Mayor
MJ Bruns
Director
Ben Damerow
Director
Jan Frantz
Director of Corporate Projects Executive Director
Thomas Georgoff Jennifer Owens
Chief Financial Officer Senior Vice President
Foreign Trade Zone 43 Miller Davis Southwest Michigan First
ROLE ON CEDS COMMITTEE Community Leader; community & economic development Public Sector
COUNTY REPRESENTED Kalamazoo County
Kalamazoo County
Public Sector Private Sector
Workforce
Kalamazoo County
Barry-BranchCalhoun counties Kalamazoo-St. Joseph counties
Community Leader; Community & Economic Development Private Sector
Calhoun County
Community Leader; Community & Economic Development
Kalamazoo County
Kalamazoo County
The intent of the agenda for the first meeting was to finalize the goals, objectives, and expectations of the project, discuss the strategy for the various stages of the project, identify data and information pertinent to the needs of the project, discuss the role and formation of the CEDS Steering Committee, and determine the frequency and type of periodic project meetings with the CEDS Working Group. The Upjohn Team worked with the CEDS Working Group to identify individuals who could successfully fulfill the membership of the CEDS Steering Committee. Group members were encouraged to nominate individuals based on the composition required by EDA guidelines: • • • •
Public officials; Community leaders; Workforce development boards; Institutions of higher education; W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
• • • •
October 1, 2013 – March 31, 2014
Minority and labor groups; Private sector (51%); Tribal governments; and Private individuals.
While appointing a strategy committee is listed first, we believe that the identification of the final roster of the CEDS Steering Committee should be constructed throughout the planning process. The Working Group is evolving into the final CEDS Steering Committee, as additional members are identified, invited, and accept membership to the committee. One member of the original Working Group withdrew from the committee because she accepted a job opportunity in a county not covered within the geographic scope of this CEDS. Her organization quickly volunteered a replacement representative, who continues to serve on the Steering Committee to date. The CEDS Steering Committee has continued to meet on a regular basis. All meeting agendas are attached as Appendix A. The second meeting was held on February 19, 2014, where the composition of the committee and the frequency and location of meetings continued to be discussed. The Upjohn Team additionally presented a view of the region’s economic trends and several economic development models for the committee to consider. The intent of the presentation was to have the committee consider how the region should be focused in terms of economic development. The presentation is attached as Appendix B. Upon discussion, it was the consensus of the committee to focus its attention on place making relative to economic development – making sure the region is a place where residents want to live and work, and businesses want to thrive and locate. The discussion at the March 5, 2014 meeting included finalizing a list of nominees to the Steering Committee and engaging members in the outreach to these nominees. Committee members decided that a letter and/or personal contact from members to the nominees they knew as the best form of outreach. The Upjohn Team also presented the data sources available that might be helpful to the committee throughout the CEDS process (e.g., commuting patterns, labor force, unemployment, education). The committee was also engaged in developing possible questions for the upcoming focus groups and interviews with stakeholders across the region. The meeting schedule was finalized and is attached as Appendix C. The Steering Committee met on March 26, 2014, where it reviewed and finalized the draft invitation letter to CEDS Steering Committee nominees. Members updated the group on their outreach to nominees. The invitation letters were mailed on March 27th and a sample is attached as Appendix D. The primary discussion centered on the process for engaging community stakeholders. The Upjohn Team reviewed its intended process for conducting focus groups with all township and village leaders in the 5county area. Members reviewed and provided input on the draft of a document to be mailed to all townships and villages in an attempt to gain participation in the focus groups. The process for conducting interviews with all county and city leaders in the region was then discussed, as well as the draft of a document providing background on the CEDS and inquiring of their interest to participate in an interview. The outreach to education, workforce, transportation, and private sector representatives and economic development organizations was also discussed. Appendix E includes the mailers sent to the townships, villages, cities, and counties.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
The CEDS Steering Committee will provide the leadership necessary to sustain the CEDS process, a critical step in the development of this strategy. Its principal role will be as the region’s economic development problem solvers, information centers, and facilitators. In this capacity, the CEDS Steering Committee will work to ensure that the region’s economic development resources are aligned and that the necessary projects are identified and supported. A list of the current Steering Committee members is shown in Table 2. Table 2: CEDS Steering Committee Members as of March 31, 2014 Name Lee Adams
Title
Company / Organization
Resource Coordinator
Administrator
Kalamazoo County Department of Planning & Community Development Southcentral Michigan Planning Council Glen Oaks Community College Consumers Energy
Role on CEDS Committee
County Represented
Community Leader: Community & Economic Development Public Sector
Kalamazoo County
Higher Ed
St. Joseph County Kalamazoo County
Mary Kay Balaguer Dennis J. Berkebile
Director of Business Services Area Manager
Robert D. Britigan III
Regional Property Manager / Vice Mayor Director
The Hinman Company / City of Parchment
Private Sector / Workforce Development Board (St. Joe and Kzoo) / Public Sector (Kzoo County Road Comm) Private Sector / Public Sector
Barry / Branch / Calhoun Michigan Works!
Workforce Development Board
Elizabeth Brutsche Ben Damerow
Vice President
Private Sector Workforce Development Board
Kalamazoo County
Jan Frantz
Director of Corporate Projects
Franklin Iron & Metal, Plastics Division Kalamazoo-St. Joseph Michigan Works! Service Delivery Area Battle Creek Unlimited
Barry-BranchCalhoun Counties Calhoun County
Community Leader: Community & Economic Development
Calhoun County
Kalamazoo County St. Joseph County Kalamazoo County Kalamazoo County
MJ Bruns
Director
Executive Director
Foreign Trade Zone 43
Thomas Georgoff
Chief Financial Officer
Miller Davis
Private Sector
Marcus Gleaton
Owner
Gleaton-Swanwick Insurance
Private Sector
Dan Green
Chief Planning Officer
Tribal Group
Travis Grimwood
Vice President
Nottawaseppi Huron Band of Potawatomi Chemical Bank / KCBRA Board member
Private Sector
Kalamazoo County
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
Greg Hoover
Agent/Owner
State Farm Insurance Agency
Private Sector
Craig Jbara
Kalamazoo Valley Community College
Higher Ed
Kellogg Community College
Higher Ed
Calhoun County
Gary Kirtley
Vice President Strategic & Economic Development Dean of Workforce Development CEO / Owner
Owens Products
Private Sector
Cathy Knapp
Director
Southwest Michigan First
Joe Michilizzi
Business Agent
Dave Tomko
Owner
United Association of Plumbers & Pipefitters Local 333 The Growth Coach
Private Sector / Community Leader: Community & Economic Development Labor Group
St. Joseph County Kalamazoo County
Jan Karazim
Private Sector
St. Joseph County Kalamazoo County
Calhoun County
Calhoun/ Kalamazoo counties
2. Gain active and meaningful participation of the community and public sector PROGRESS THROUGH MARCH 31, 2014: • Brochure/flyer developed and mailed to all township, village, county, and city leaders Gaining active and meaningful participation among key regional stakeholders is built around a clear vision for the region and sustained by relevant and timely information and analysis. The first step in forging strong partnerships and collaborative efforts is to get the attention of the regional leadership. The initial members of the CEDS Working Group have been instrumental in beginning this process, since they understand the purpose and value of SMPC to the economic development efforts of the region. The second stage, as described in this step of the scope of work, continues the process of informing the relevant organizations and leaders as to the purpose and value of the SMPC and the planning process, and extends its sphere of informed and interested stakeholders. The Upjohn Team’s approach includes: (1) Develop a short brochure that describes the SMPC CEDS initiative, outlines the importance of the CEDS, and highlights the need for community and public involvement (see Appendix E); (2) Mail or email the brochure to all public officials on the county, city, township, and village levels within the five-county region with an invitation to contact the Upjohn Institute to schedule an interview to provide input on the strengths, weaknesses, opportunities, and threats (SWOT) to the region (mailed first week in April); (3) Prepare the protocol that will be used to conduct the focus groups and interviews (this will be in the next Progress Report, as these began in April); (4) Conduct interviews with the County Board Chairs, County Administrators, and leadership of the major cities, townships, and villages in the five-county region with a population greater than 5,000; W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
a. The methodology was revised to include county leaders (administrators and deputy administrators), city leaders (mayors, mayor pro-tems, deputy mayors, vice mayors, city managers, assistant city managers), township leaders (supervisors and assistant supervisors), and village leaders (presidents and vice presidents) in all 5 counties, rather than in major jurisdictions with a population greater than 5,000 b. Focus groups would be scheduled with township and village leaders c. In-person or telephone interviews would be scheduled with county and city leaders (5) Conduct interviews with education representatives of Glen Oaks Community College, Kalamazoo Community College, Kellogg Community College, and the region’s Intermediate School Districts; and (6) Conduct up to three focus groups with the major nonprofit organizations in the five-county region, such as Goodwill Industries, United Way, The Coordinating Council in Battle Creek, and others. Interview questions and focus groups will be designed to gather input on the internal and external strengths, issues, challenges, and opportunities facing the five-county region and how these might be addressed. The interview protocol will also include information on SMPC and its efforts to develop a CEDS. This will be included in the next Progress Report, as these began in April.
3. Prepare an economic analysis of the region PROGRESS THROUGH MARCH 31, 2014: • Data collection ongoing • CEDS Steering Committee assisted in identifying individuals for interviews with education, workforce, transportation, private sector, and economic development At the same time we are interviewing community and public leaders, the Upjohn Team will conduct a quantitative analysis of the region’s economy, which will include: • • •
• •
Preparing an in-depth analysis of the region’s economic development situation including the quality of its resources, the skills of its workforce, and the competitiveness of its industries; Analyzing potential economic development problems and opportunities facing the region. We will draw upon previous reports prepared for the region as well as statewide research efforts; Focusing on existing and planned state and local workforce investment and regional economic development strategies. We will consult with both the workforce development staff at the Upjohn Institute who administer the MichiganWorks! program for Kalamazoo and St. Joseph counties, and with our partners at the Barry-Branch-Calhoun MichiganWorks! program. As discussed below, we will carefully consider the Governor’s Regional Prosperity Initiative; Identifying past, present, and projected future economic development investments in the region; Interviewing the economic development organizations in the region to get their insights on the strengths and weaknesses of the region, an understanding of their current and past economic development strategies (what worked, what did not), and to gain a better understanding of the role they envision SMPC playing in providing economic development services to the region;
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
9
CEDS Progress Report
• •
October 1, 2013 – March 31, 2014
Identifying and analyzing the strengths of existing economic clusters within the region and the potential for new clusters; Identifying the key transportation linkages and improvements that are planned for the region through our partnering agencies the Battle Creek Area Transportation Study and the Kalamazoo Area Transportation Study. Through our partners, we will develop a dialogue between the transportation project planners and agencies with economic development in the MPO areas, or at least, identify planned projects and provide mapping and other assistance as part of the effort.
4. Identify regional goals and objectives PROGRESS THROUGH MARCH 31, 2014: • CEDS Steering Committee formed • Presentation at February 19th meeting assisted the committee in how to think of the region in terms of economic development and where to focus its efforts • Plans and strategies ongoing/completed in the region were identified and are currently being examined and discussed • Goals and objectives are planned as part of June work sessions Building on the findings of the interviews and focus groups, and on the economic analysis of the region, the Upjohn Team will identify regional goals and objectives. This task will include the following three steps: (1) The creation of a CEDS Steering Committee; (2) The development of a clear understanding of regional goals and objectives; and (3) The identification of SMPC’s role in addressing the identified goals and objectives. The first step will be to create a CEDS Steering Committee that is representative of the region’s economic development community – public and private – and that adheres to EDA’s CEDS requirements. Developing a clear understanding of regional goals and objectives is the second step. Many of these goals and objectives may already be established by Southwest Michigan First or other organizations. It is not in the interest of SMPC or any regional organization to establish competing or conflicting regional goals; instead efforts should be made to harmonize these goals when suitable. In addition, the Upjohn Team will review the current statewide strategies of the Michigan Economic Development Corporation (MEDC) to make sure that the CEDS strategies are aligned with that of MEDC’s. The CEDS process may identify goals and objectives that are outside the focus of existing regional efforts and, if so, consideration should be given to add these to the existing regional goals and objectives. The third step will be identifying SMPC’s role in addressing the identified goals and objectives. Regarding existing goals and objectives, SMPC may choose to play a supportive role; however, on goals and objectives that are new to the regional agenda, SMPC could play the lead role. The Upjohn Team views its task as providing information, recommendations, and facilitation services to assist the CEDS Steering Committee in identifying its economic goals and objectives.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
October 1, 2013 – March 31, 2014
5. Prioritize the region’s strategic projects, programs, and activities PROGRESS THROUGH MARCH 31, 2014: • Activity is planned for June work sessions The Upjohn Team will develop an online questionnaire for all units of government in the five-county region to complete. The survey will ask about activities such as the development and marketing of an industrial park, the redevelopment of an existing vacant building, providing needed infrastructure improvements to redevelop a residential area, the development of a downtown redevelopment plan, and/or making major improvements to a local park or recreational activities. With their economic goals and objectives in clear focus, the CEDS Steering Committee must prioritize these projects, programs, and activities. To assist the CEDS Steering Committee, the Upjohn Team will propose a process to rank each of the projects based on agreed criteria that are based on the research findings of the economic analysis. These criteria would indicate how a proposed project would “fit” with the regional goals and objectives, as well as the potential economic development impact of the proposed project.
6. Prepare a CEDS Plan of Action, including the development of performance measures PROGRESS THROUGH MARCH 31, 2014: • Activity is planned for June work sessions The final step in the completion of the CEDS planning document is the development of its plan of action, which will be based on its goals, objectives, and strategies that will be composed of the prioritized list of projects. The Upjohn Team, through the SMPC, will make the new CEDS available for public review and comment for a period of at least 30 days, as required by EDA’s CEDS requirements. The proposal procedure outlined in this Scope of Services will help to insure that the CEDS Plan of Action is: • • •
Research based and either takes advantage of the region’s strengths or addresses one of its weaknesses; Aligned with existing economic development action plans already in place and is not in conflict with the state’s economic development strategy; and Feasible, and has identified the required steps for its completion, the organization assigned the responsibility to pursue the objective, and the organizations agreeing to provide support.
Finally, the action plan will include performance measures. The EDA recommends the following performance measures: • • •
Number of jobs created after implementation of the CEDS; Number and types of investments undertaken in the region; Number of jobs retained in the region; W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
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CEDS Progress Report
• •
October 1, 2013 – March 31, 2014
Amount of private-sector investment; and Change in the economic environment of the region.
Whereas we have no disagreement with these measures, we strongly urge that additional process performance measures be developed to monitor activity. Many unexpected events can hinder the progress of the plan’s individual strategies. It is important that the CEDS Committee learns from these setbacks—what went wrong and how can it be avoided in the future?
7. Submit the completed CEDS to the U.S. Economic Development Administration (EDA) PROGRESS THROUGH MARCH 31, 2014: • CEDS is due to SMPC by July 31, 2014 and will be made available for public input prior to its submission to the EDA We will assist SMPC is submitting the completed CEDS to EDA, and will respond to all questions and inquiries EDA officials may raise with regard to the document.
8. Establish sustainable partnerships and networks between the region’s economic and workforce stakeholders PROGRESS THROUGH MARCH 31, 2014: • Members of the CEDS Steering Committee are engaged at each meeting and are committed to serving as members beyond the completion of the CEDS report • A strategy for sustaining the CEDS is planned for discussion in the June work sessions with the CEDS Steering Committee It is vital that the CEDS Committee maintain its commitment to the CEDS process. Again, the CEDS document is only one necessary component of the CEDS process; the more important and beneficial component in the CEDS exercise is the development of lasting partnerships, networks, and collaborations. In short, the CEDS is the first step in creating a “living strategy”; an effective CEDS can become the synapse for the region’s economic development efforts. Therefore, the final element in our proposed Scope of Services is the development of clear guidelines in developing and nurturing sustainable partnerships with the region’s economic and workforce development stakeholders. These guidelines will be based on our developed understanding of the role of the SMPC CEDS Steering Committee in overall economic development efforts for the region.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
12
CEDS Progress Report
October 1, 2013 – March 31, 2014
Project Budget See Appendix F.
Project Timeline The project schedule was refined following the initial meeting with the CEDS Working Group. Due to the extensive stakeholder outreach and the time needed to gain commitment and members to the CEDS Steering Committee, the timeline with SMPC was extended to complete a draft of the CEDS to the Council by July 31, 2014. This does not, however, impact our timetable with EDA.
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
13
Appendix A: CEDS Steering Committee Meeting Agendas
SOUTHCENTRAL MICHIGAN PLANNING COUNCIL COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) WORKING GROUP MEETING January 15, 2014, 3:30-5:00 PM W.E. Upjohn Institute for Employment Research 300 S Westnedge Ave, Kalamazoo, MI 49007 Agenda 1. Welcome/Introductions 2. Purpose/Background of CEDS Project a. Review scope of work and schedule (see attached timeline) b. Role of the CEDS Working Group c. Formation of CEDS Steering Committee. EDA requires representation from: • Private sector (majority) • Public officials • Community leaders • Workforce development boards • Higher education • Minority and labor groups • Private citizens d. Who else should be part of the CEDS Working Group? 3. Expectations a. Review of project goals and objectives b. Relationship of CEDS to Regional Prosperity Initiative 4. Working Group Meetings a. Frequency of meetings (suggest in 3 weeks, February 5th) b. Location
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A1
SOUTHCENTRAL MICHIGAN PLANNING COUNCIL COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) WORKING GROUP MEETING February 19, 2014, 3:00-4:30 PM W.E. Upjohn Institute for Employment Research 300 S Westnedge Ave, Kalamazoo, MI 49007 Agenda 1. Welcome/Introductions 2. Review of Data a. A look from 30,000 feet b. A question about what lens we should use 3. Composition of CEDS Steering Committee 4. Meetings a. Frequency of meetings b. Location
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A2
SOUTHCENTRAL MICHIGAN PLANNING COUNCIL COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) STEERING COMMITTEE MEETING March 5, 2014, 3:00-4:30 PM Seminar Room W.E. Upjohn Institute for Employment Research 300 S Westnedge Ave, Kalamazoo, MI 49007 Agenda 1. Welcome/Introductions 2. Steering Committee a. Changes to existing committee b. Nominees i. Who should be invited to participate? ii. Outreach to nominees 3. Review possible data sources for the CEDS report 4. Discuss possible questions to ask in upcoming focus group meetings with township supervisors and village managers (we will be conducting one focus group for each county) and with non-profit organizations in the region 5. Meetings a. Meeting dates b. Location(s) for meetings
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A3
SOUTHCENTRAL MICHIGAN PLANNING COUNCIL COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) STEERING COMMITTEE MEETING March 26, 2014, 3:00-4:30 PM Calhoun Area Career Center 475 East Roosevelt Avenue Battle Creek, MI Agenda 1. Welcome/Introductions 2. Finalize Steering Committee a. Determine final list of nominees b. Review draft invitation letter to nominees c. Discuss outreach to nominees 3. Community Stakeholder Engagement a. Public officials i. Outreach to public leadership ii. Review draft brochure content for public leadership engagement b. Education representatives i. Interviews with representatives from Glen Oaks Community College, Kalamazoo Valley Community College, Kellogg Community College ii. Anyone else? c. Workforce representatives i. Interviews with Kalamazoo-St. Joseph MichiganWorks! and Barry-BranchCalhoun MichiganWorks! Programs d. Economic development organizations e. Transportation representatives i. BCATS and KATS f. Private-sector representatives 4. Schedule of Future Meetings
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A4
Appendix B: February Meeting Presentation
30,000 feet: What Lens Should We Be Using? George Erickcek Brian Pittelko Claudette Robey W.E. Upjohn Institute for Employment Research February 19, 2014 A5
Today’s Focus • A 30,000 ft. view of the region’s economic trends – Current and Future Trends –The Good and the Bad
• Economic development models – Adopting one approach will help focus our research
• Composition of CEDS Steering Committee
A6
The Region’s Unemployment Rate has Nearly Reached Pre-recession Lows
A7
Source: BLS LAUS series.
However, the Region’s Employment Levels are Still 25,000 Short of Pre-recession Highs
A8
Source: BLS LAUS series.
Unemployment Situation – The Drop in the Unemployment Rate Has Been Largely Due to Individuals Leaving the Workforce Year
Labor Force
2009 2010 2011 2012 2013
-10,410 -4,467 -5,614 -3,024 1,949
Employment -20,954 -3,147 440 981 2,351
Unemployment 10,544 -1,320 -6,054 -4,005 -402
A9
Source: BLS LAUS series.
Relative to the Nation, the Region’s Economy is Expected to Remain Flat until 2025
A10
The Institute’s REMI Model Would Allow Us to Play “What if” Scenarios • What if we: – Attracted more population growth due to effective place-making activities – Increased our competitiveness by better linking our educational institutions to employers – Increased the presence of a particular industry
A11
Why Is Picking an Economic Development Model Important? • • • •
It will direct our research focus So what are our choices? At least three Do I have a preference? Yep So what are they? – Cluster industry approach – Amenities – Product cycle (better known as economic gardening) A12
All of Them Grow Out of the Traditional Regional Export Base Economic Model
Export activity
Non-export activity Indirect and Induced
Manufacturing goods Tourism Hospitals Regional shopping malls Retirees’ amenities--Social Security
Convenience retail Outpatient medical Personal services Coffee shops A13
So, What is the Industrial Clusters Approach? Industrial Clusters are concentrations of companies and their vendors, suppliers, and organizations that support their growth and development. – Research Triangle Region, North Carolina
A14
Basic Components of Clusters • Anchor companies that transform knowledge into new products or services • Suppliers that support the Anchors • Marketing and distribution channels to deliver product to customers • Productive interrelationships among firms (knowledge creation and knowledge sharing). Or not i.e. keep your friends close and your enemies closer. • Higher education institutions that develop and transfer new knowledge Source: Council of Competitiveness. Special thanks to Joy Wilkins.
A15
Basic Components of Clusters
Most importantly, it must consist of more than one industry or one firm.
Special thanks to Joy Wilkins
A16
Two Key Cluster Descriptors: Healthy and Overlapping Healthy Clusters are powerful; Unhealthy Clusters are deadly Let’s have a moment of silence for Flint, Michigan Single Cluster communities are living dangerously; overlapping clusters provide stability Let’s have a moment of silence for Waterloo, Canada
A17
Five Key Questions 1. What clusters in your community and region are globally competitive? Why do you think they qualify as a cluster? 2. What assets does your community and region provide to support the industries in this cluster? Suppliers, distributors, training programs? 3. What challenges does your community and region have in supporting these industries? Where are their headquarters? 4. How do these clusters relate to your current economic base? Are they primary or emerging? 5. How do these industries fit with your current and future workforce? And what type of skills are they demanding – higher the better? A18
Discussion • Identifying clusters is not easy because industrial linkages are not clear • Common approach: – Concentration – Competitiveness • Does not promote regional diversity
A19
Competitiveness
Preliminary Analysis of Region 3 Professional, scientific, and technical Machinery manufacturing Wholesale trade Fabricated metal products Food processing Pipeline transportation Electrical equipment Misc manufacturing
Management of companies Amusement Real estate Insurance Securities, investments
Motor vehicles Paper manufacturing Plastics Primary metals Chemical
Concentration A20
Amenities Approach • Place making – Creating an environment that is attractive to professionals and visitors • Proper planning • Linking resources and assets to make for a more efficient environment
A21
Revising an Old Model: A “Vertical” Flow Model Approach to Economic Development Attracting more activities
Standard Economic Development Practices Success is measured vertically
Econ. Activity Econ. Assets
Building a more attractive environment
Environmental Nurturing A22
Discussion • Creating a nurturing environment is strongly associated with economic, land use, and environmental planning
A23
Production Cycle • Concentrated on expansion and not attraction • Not industry specific –focuses on the health of the firm and its products • Based on the belief that regions must constantly change from what they have been producing to What the Changing World Needs
A24
Stages in a Firm’s Products’ Life Cycle Stage 1: Birth—An environment of entrepreneurship Stage 2: Product development and wealth creation—An environment for success Stage 3: Product standardization—Low-cost, competitive environment Stage 4: Death—An environment of abandonment
A25
Stages in a Firm’s Products’ Life Cycle: Old Firms Can Become Young Again Stage 2: Product development and wealth creation—An environment for success Stage 3: Product standardization— Low cost, competitive environment
A26
Discussion • Identifying Stage 2 firms would be hard to do and it really has not been done before; however, we do have a unique database • Stepping on the toes of management— Southwest Michigan First’s Catalyst University is a great start • MMTC would be a good partner as well
A27
Composition of CEDS Steering Committee •
Strategy Committee*: The Strategy Committee is the entity identified by the Planning Organization as responsible for developing, revising, or replacing the CEDS. The Strategy Committee must represent the main economic interests of the region, and must include Private Sector Representatives (defined in 13 C.F.R. § 300.3, with respect to any for-profit enterprise, as any senior management official or executive holding a key decision making position, or that person's designee) as a majority (51%) of its membership. In addition, the Planning Organization should ensure that the Strategy Committee also includes: – – – – – – –
Public officials Community leaders Representatives of workforce development boards Representatives of institutions of higher education Minority and labor groups Private individuals Representatives of Indian Tribes (If applicable)
*Taken from the U.S. Department of Commerce Economic Development Administration Comprehensive Economic Development Strategies (CEDS) Summary of Requirements A28
Composition of CEDS Steering Committee • Representation needed – Private Sector – Higher Education – Minority and Labor Groups – Private Individual – Tribal Governments
A29
Composition of CEDS Steering Committee Category Private Sector Public Sector Community Leaders Workforce Higher Education Minority and Labor Groups Private Citizen Tribal Governments Total Committee Members
Representation Berkebile, Britigan, Georgoff Britigan Adams, Frantz, Owens Bruns, Damerow None None None None
# Representation Percentage We Suggest Percentage 3 33% 13 52% 1 11% 1 4% 3 33% 3 12% 2 22% 2 8% 0 0% 3 12% 0 0% 1 4% 0 0% 1 4% 0 0% 1 4% 9
25
A30
The Rest of the Agenda • Meetings – Frequency – Location(s)
• Any other business?
A31
Appendix C: CEDS Steering Committee Meeting Schedule SOUTHCENTRAL MICHIGAN PLANNING COUNCIL COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS) STEERING COMMITTEE MEETING DATES Dates Wed, March 5, 2014
Time 3-4:30 PM
Location Upjohn Institute 300 S Westnedge Ave Kalamazoo, MI 49007
Wed, March 26, 2014
3-4:30 PM
Calhoun Area Career Center 475 E Roosevelt Ave Battle Creek, MI
Tue, April 22, 2014
3-4:30 PM
St. Joseph County Courthouse History Room, 3rd Floor 125 W Main St Centreville, MI 49032
Wed, May 28, 2014
3-4:30 PM
Henry L. Brown Municipal Building Board Chambers, 2nd Floor One Grand St Coldwater, MI 49036
Wed, June 11, 2014
3-4:30 PM
Upjohn Institute 300 S Westnedge Ave Kalamazoo, MI 49007
Tue, June 24, 2014
3-4:30 PM
City of Hastings Council Chambers 201 E State St Hastings, MI 49058
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A32
Appendix D: Invitation Letter to Join CEDS Steering Committee March 26, 2014 Name Title Address City, State Zip RE:
Invitation to Join CEDS Steering Committee
Dear Name: The Southcentral Michigan Planning Council (SMPC) received a grant from the U.S. Economic Development Administration (EDA) to conduct a Comprehensive Economic Development Strategy (CEDS) for the region (Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties). The Upjohn Institute for Employment Research was contracted by SMPC to facilitate and develop the CEDS. The CEDS is community-driven through a regional Steering Committee comprised of private- and publicsector leaders. You’ve been identified as an important leader and community resource to help guide and develop this region-wide strategy. We are inviting you to become a member of the CEDS Steering Committee. We hope to benefit from your leadership, experience, and commitment to improving this region. The purpose of the CEDS Steering Committee is to guide and oversee the CEDS process. The Upjohn Institute and staff to the SMPC are responsible for implementing the decisions of the Steering Committee. Specifically, the role of Steering Committee members is to: • Participate/attend meetings and engage in discussion • Monitor research activities and findings • Review research products • Establish strategies • Prioritize the identified projects for the 5-county region • Review CEDS Action Plan • Review CEDS document before submission to EDA • Responsible for carrying out the guidelines for sustainability of the CEDS • Responsible for oversight of the CEDS annual updates and 5-year renewal submission to EDA • Encourage CEDS participation The Steering Committee currently meets twice each month. A meeting schedule is included at the end of this letter for your convenience. We hope that you will join us in this important effort. A committee member will contact you soon to learn of your response to this invitation. Thank you in advance for considering to serve as a member of this committee. Sincerely,
W. E. Upjohn Institute | 300 S Westnedge Ave, Kalamazoo, MI 49007
A33
Appendix E: Brochure for Stakeholder Engagement
Southcentral Michigan Planning Council
As a leader of your community, we want your views on the economic situation of the region! Regional Focus Groups Barry County Tuesday, April 29, 2014 1:30-3 PM Pierce Cedar Creek Institute 701 West Cloverdale Rd. Hastings, MI Branch County Monday, April 28, 2014 2-3:30 PM Coldwater City Hall Council Chambers Henry L. Brown Municipal Building One Grand Street Coldwater, MI Calhoun County Wednesday, April 30, 2014 8:30-10 AM MichiganWorks! Calhoun County ISD Conference Room C 17111 G Drive North Marshall, MI Kalamazoo County Tuesday, April 29, 2014 8:30-10 AM W.E. Upjohn Institute Seminar Room, Lower Level 300 South Westnedge Avenue Kalamazoo, MI St. Joseph County Wednesday, April 30, 2014 2-3:30 PM Glen Oaks Community College Dresser Auditorium Business Development Center 62249 Shimmel Road Centreville, MI
The Southcentral Michigan Planning Council (SMPC) is a regional planning organization representing Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties. The SMPC was reorganized in the fall of 2012 and looks forward to working with you and your community on future projects and plans. The reconstitution of SMPC affords opportunities for communities in Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties to think regionally to address opportunities and concerns. The SMPC received a grant from the U.S. Economic Development Administration (EDA) to conduct a Comprehensive Economic Development Strategy (CEDS) for the 5-county region. The CEDS process is an opportunity for communities to identify their role within the region and focus on regional efforts that would enable them to reach their economic potential. The Upjohn Institute for Employment Research was contracted by SMPC to facilitate and develop the CEDS. The SMPC aims to improve the economic, environmental, and fiscal health of member organizations through transportation, land use and environmental planning, economic development, and efficient local staffing. One long-term goal of the SMPC is to apply to the EDA to become an Economic Development District. If the EDA recognizes the SMPC as an Economic Development District, the region will then have access to public works, infrastructure, and economic adjustment funding that could help your community.
Please RSVP your The Upjohn Institute will be conducting foattendance by filling cus groups in your area to gain a better unout the form on the derstanding of the economic development issues, concerns, and opportunities in the reverse side. For region, and how these affect your commuquestions or nity. We hope that you will share your input information, contact and ideas by participating in one of these focus group sessions. The schedule of focus Sue Berkebile at groups is shown on the left. You are
[email protected] come to attend any of the five focus groups in any county. or 269-343-5541. A34
300 South Westnedge Avenue Kalamazoo, MI 49007
Share Your Ideas!
I will attend the following focus group (please check one):
Barry County: April 29, 2014, 1:30-3 PM, Pierce Cedar
Kalamazoo County: April 29, 2014, 8:30-10 AM,
Creek Institute, 701 West Cloverdale, Rd, Hastings, MI Branch County: April 28, 2014, 2-3:30 PM, Coldwater City Hall, Council Chambers, Henry L. Brown Municipal Building, One Grand Street, Coldwater, MI Calhoun County: April 30, 2014, 8:30-10 AM, MichiganWorks! Calhoun County ISD, Conference Room C, 17111 G Drive North, Marshall, MI
W.E. Upjohn Institute, Seminar Room, Lower Level, 300 South Westnedge Avenue, Kalamazoo, MI St. Joseph County: April 30, 2014, 2-3:30 PM, Glen Oaks Community College, Dresser Auditorium, Business Development Center, 62249 Shimmel Road, Centreville, MI
NAME: TITLE: GOVERNMENT NAME: ADDRESS: CITY, STATE, ZIP: PHONE: EMAIL:
Please return: BY MAIL: ATTN: Sue Berkebile, Upjohn Institute for Employment Research, 300 South Westnedge Ave, Kalamazoo, MI 49007 By Phone: Sue Berkebile, 269-343-5541 BY FAX: ATTN: Sue Berkebile, 269-343-3308 BY EMAIL:
[email protected] A35
Appendix E: Brochure for Stakeholder Engagement
Southcentral Michigan Planning Council
As a leader of your community, we want your views on the economic situation of the region!
Please indicate your interest to participate in an interview by returning the form on the reverse side of this mailer to the Upjohn Institute no later than May 15, 2014. Upjohn Institute staff will then contact you to determine your availability, provide details, and answer any questions you may have.
The Southcentral Michigan Planning Council (SMPC) is a regional planning organization representing Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties. The SMPC was reorganized in the fall of 2012 and looks forward to working with you and your community on future projects and plans. The reconstitution of SMPC affords opportunities for communities in Barry, Branch, Calhoun, Kalamazoo, and St. Joseph counties to think regionally to address opportunities and concerns. The SMPC received a grant from the U.S. Economic Development Administration (EDA) to conduct a Comprehensive Economic Development Strategy (CEDS) for the 5-county region. The CEDS process is an opportunity for communities to identify their role within the region and focus on regional efforts that would enable them to reach their economic potential. The Upjohn Institute for Employment Research was contracted by SMPC to facilitate and develop the CEDS. The SMPC aims to improve the economic, environmental, and fiscal health of member organizations through transportation, land use and environmental planning, economic development, and efficient local staffing. One long-term goal of the SMPC is to apply to the EDA to become an Economic Development District. If the EDA recognizes the SMPC as an Economic Development District, the region will then have access to public works, infrastructure, and economic adjustment funding that could help your community.
The Upjohn Institute would like to interFor questions or view you either by phone or in person to gain a better understanding of the ecoinformation, contact nomic development issues, concerns, Sue Berkebile at and opportunities in the region, and
[email protected] how these affect your community. The interview will not exceed 45 minutes in or length. We hope that you will share your input and ideas by participating in an in269-343-5541 terview. A36
300 South Westnedge Avenue Kalamazoo, MI 49007
Share Your Ideas!
I am interested in participating in an interview being conducted by the Upjohn Institute as part of the CEDS process
I am interested in an in-person interview
I am interested in a telephone interview
NAME: TITLE: GOVERNMENT NAME: ADDRESS: CITY, STATE, ZIP: PHONE: EMAIL:
Please return: BY MAIL: ATTN: Sue Berkebile, Upjohn Institute for Employment Research, 300 South Westnedge Ave, Kalamazoo, MI 49007 By Phone: Sue Berkebile, 269-343-5541 BY FAX: ATTN: Sue Berkebile, 269-343-3308 BY EMAIL:
[email protected] A37
Appendix F: Budget OMB APPROVAL NO.
PAGE
OF
1
0348-0004
REQUEST FOR ADVANCE OR REIMBURSEMENT
a. "X" one or both boxes 1.
0ADVANCE
IZl
TYPE OF PAYMENT
(See instructions on back)
REQUESTED
REIMBURSEMENT
ill CASH
b. "X" the applicable box
0 FINAL
0 ACCRUAL
IZI PARTIAL
5. PARTIAL PAYMENT REQUEST
IDENTIFYING NUMBER ASSIGNED
WHICH THIS REPORT IS SUBMITTED
PAGES
2. BASIS OF REQUEST
4. FEDERAL GRANT OR OTHER
3. FEDERAL SPONSORING AGENCY AND ORGANIZATIONAL ELEMENT TO
2
I
NUMBER FOR THIS REQUEST
BY FEDERAL AGENCY
1-1
Economic Development Administration 6. EMPLOYER IDENTIFICATION
7. RECIPIENT'S ACCOUNT NUMBER
38-1360419
Name: Number and Street:
300 South Westnedge
City, State and ZIP Code:
March 31,2014
10. PAYEE (Where check is to be sent ifdifferentthan item 9)
W. E. Upjohn Institute
Number and Street:
TO (month, day, year)
October 1, 2013
06-86-05876
9. RECIPIENT ORGANIZATION
Name:
PERIOD COVERED BY THIS REQUEST
8.
FROM (month, day, year)
OR IDENTIFYING NUMBER
NUMBER
City, State and ZIP Code:
Kalamazoo Ml 49008
COMPUTATION OF AMOUNT OF REIMBURSEMENTS/ADVANCES REQUESTED
11
(a)
(b)
(c)
PROGRAMS/FUNCTIONS/ACTIVITIES ......
TOTAL a. Total program outlays to date
(As of date)
b. Less: Cumulative program income c. Net program outlays (Line a minus line b)
$
10,469.82 $
$
$
10,469.82 0.00
10,469.82
10,469.82
0.00
0.00
d. Estimated net cash outlays for advance period
0.00 10,469.82
e. Total (Sum of lines c & d)
0.00
10,469.82
0.00
f. Non-Federal share of amount on line e
6,724.00
6,724.00
g. Federal share of amount on line e
3,745.82
3,745.82
h. Federal payments previously requested i. Federal share now requested (Line g minus line h)
0.00 3,745.82
0.00
3,745.82
0.00
j. Advances
required by month, when requested Federal grantor by agency for use in making prescheduled advances
1st month
0.00
2nd month
0.00 0.00
3rd month
12.
ALTERNATE COMPUTATION FOR ADVANCES ONLY
a. Estimated Federal cash outlays that will be made during period covered by the advance
$
b. Less: Estimated balance of Federal cash on hand as of beginning of advance period c. Amount requested (Line a minus line b) AUTHORIZED FOR LOCAL REPRODUCTION
0.00
$ (Continued on Reverse)
STANDARD FORM 270 (Rev. 7-97)
Prescribed by OMB Circulars A-102 and A-11 0
A38
13. DATE REQUEST
I certify that to the best of my knowledge and belief the data on the reverse are correct and that all outlays were made in accordance with the grant conditions or other agreement and that payment is due and has not been previously requested.
SUBMITIED
April14, 2014 TELEPHONE (AREA CODE, NUMBER, EXTENSION)
269-343-5541
This space for agency use
Public reporting burden for this collection of information is estimated to average 60 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0004), Washington, DC 20503. PLEASE DO NOT RETURN YOUR COMPLETED FORM TO THE OFFICE OF MANAGEMENT AND BUDGET. SEND IT TO THE ADDRESS PROVIDED BY THE SPONSORING AGENCY.
INSTRUCTIONS Please type or print legibly. Items 1, 3, 5, 9, 10, 11 e, 11f, 11 g, 11 i, 12 and 13 are self-explanatory; specific instructions for other items are as follows: Item
Entry
2 Indicate whether request is prepared on cash or accrued expenditure basis. All requests for advances shall be prepared on a cash basis. 4 Enter the Federal grant number, or other identifying number assigned by the Federal sponsoring agency. If the advance or reimbursement is for more than one grant or other agreement, insert N/A; then, show the aggregate amounts. On a separate sheet, list each grant or agreement number and the Federal share of outlays made against the grant or agreement. 6 Enter the employer identification number assigned by the U.S. Internal Revenue Service, or the FICE (institution) code if requested by the Federal agency. 7 This space is reserved for an account number or other identifying number that may be assigned by the recipient. 8 Enter the month, day, and year for the beginning and ending of the period covered in this request. If the request is for an advance or for both an advance and reimbursement, show the period that the advance will cover. If the request is for reimbursement, show the period for which the reimbursement is requested. Note: The Federal sponsoring agencies have the option of requiring recipients to complete items 11 or 12, but not both. Item 12 should be used when only a minimum amount of information is needed to make an advance and outlay information contained in item 11 can be obtained in a timely manner from other reports. 11 The purpose of the vertical columns (a), (b), and (c) is to provide space for separate cost breakdowns when a project has been planned and budgeted by program, function, or
Item
Entry
activity. If additional columns are needed, use as many additional forms as needed and indicate page number in space provided in upper right; however, the summary totals of all programs, functions, or activities should be shown in the "total" column on the first page. 11a Enter in "as of date," the month, day, and year of the ending of the accounting period to which this amount applies. Enter program outlays to date (net of refunds, rebates, and discounts), in the appropriate columns. For requests prepared on a cash basis, outlays are the sum of actual cash disbursements for goods and services, the amount of indirect expenses charged, the value of inkind contributions applied, and the amount of cash advances and payments made to subcontractors and subrecipients. For requests prepared on an accrued expenditure basis, outlays are the sum of the actual cash disbursements, the amount of indirect expenses incurred, and the net increase (or decrease) in the amounts owed by the recipient for goods and other property received and for services performed by employees, contracts, subgrantees and other payees. 11 b Enter the cumulative cash income received to date, if requests are prepared on a cash basis. For requests prepared on an accrued expenditure basis, enter the cumulative income earned to date. Under either basis, enter only the amount applicable to program income that was required to be used for the project or program by the terms of the grant or other agreement. 11 d Only when making requests for advance payments, enter the total estimated amount of cash outlays that will be made during the period covered by the advance. 13 Complete the certification before submitting this request. STANDARD FORM 270 (Rev. 7-97) Back
A39
FEDERAL FINANCIAL REPORT (Follow form instructions) 2. Federal Grant or Other Identifying Number Assigned by Federal Agency
1. Federal Agency and Organizational Element to Which Report is Submitted Economic Development Administration
of
Page
1
(To report multiple grants, use FFR Attachment) 06-86-05876
1 pages
3. Recipient Organization (Name and complete address including Zip code) W. E. Upjohn Institute for Employment Research, 300 S Westnedge Avenue, Kalamazoo Ml 49007
4a. DUNS Number
5. Recipient Account Number or Identifying Number
4b. EIN
(To report multiple grants, use FFR Attachment) 38-1360419
020893707
6. Report Type
7. Basis of Accounting
f' Quarterly
r-: Semi-Annual f:• Annual
n Final 8. Project/Grant Period From: (Month, Day, Year) 101112013
El Cash
c
Accrual
9. Reporting Period End Date (Month, Day, Year) 101112013-313112014
ITo: (Month, Day, Year) 913012014
10. Transactions
Cumulative
(Use lines a-c for single or multiple grant reporting) Federal Cash (To report multiple grants, also use FFR Attachment): a. Cash Receipts
0
b. Cash Disbursements
3,745.82
c. Cash on Hand (line a minus b)
-3,745.82
(Use lines d-o for single grant reporting) Federal Expenditures and Unobligated Balance: d. Total Federal funds authorized
20,000.00
e. Federal share of expenditures
3,745.82
f.
0.00
Federal share of unliquidated obligations
3,745.82
g. Total Federal share (sum of lines e and f) h. Unobligated balance of Federal funds (lined minus g)
16,254.18
Recipient Share: 22,370.00
i. Total recipient share required Recipient share of expenditures
6,724.00 15,646.00
j.
k. Remaining recipient share to be provided (line i minus j) Program Income: I. Total Federal program income earned
0.00
m. Program income expended in accordance with the deduction alternative
0.00
n. Program income expended in accordance with the addition alternative
0.00 0.00
o. Unexpended program income (line I minus line m or linen) 11. Indirect Expense
I a. I I
Type
b. Rate
c. Period From Period To
d. Base
e. Amount Charged
f. Federal Share
I
g. Totals: 12. Remarks: Attach any explanations deemed necessary or information required by Federal sponsoring agency in compliance with governing legislation:
13. Certification: By signing this report, I certify to the best of my knowledge and belief that the report is true, complete, and accurate, and the expenditures, disbursements and cash receipts are for the purposes and intent set forth in the award documents. I am aware that any false, fictitious, or fraudulent information may subject me to criminal, civil, or administrative penalties. (U.S. Code, Title 18, Section 1001) a. Typed or Printed Name and Title of Authorized Certifying Official
.DoNift-iJ
II.
EbGEA?.Lyl ......
b.
llom ;;UtS r tf!rr7ot«.
~1;:iz:7/0ffici~?
_.c ...
L-·
7
c. Telephone (Area code, number and extension) 269-343-5541 d. Email address
[email protected]
I
e. Date Report Submitted (Month, Day, Year)
I
April14, 2014 14. Agency use only:
I
Standard Form 425 ~ Revised 6/28/2010 OMB Approval Number: 0348-0061 Expiration Date· 10/31/2011
Paperwork Burden Statement According to the Paperwork Reduction Act, as amended, no persons are required to respond to a collection of information unless it displays a valid OMB Control Number. The valid OMB control number for this information collection is 0348~0061. Public reporting burden for this collection of information is estimated to average 1.5 hours per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other
aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0061 ), Washington, DC 20503.
A40
W. E. Upjohn Institute for Employment Research Project #35112 EDA Investment No. and Type 06-86-05876- Short Term Planning October 1, 2013 through September 30, 2014 Project Director: George Erickcek
10/01/13-3/31/14
Salaries Fringe
Current Month March 2014 2,652.49 844.45
Project Year To Date 5,294.71 1,614.96
3,496.94 2,500.00
6,909.67 2,500.00
I
Total Project To Date 6,042.99 1,884.40
1
$42,370.00 Budget 26,241.00 14,129.00
$20,000
EDA 2,840.21 885.67
Total Personnel Employment Data Acquis Consulting Supplies: -Postage -Telephone -Copies -Supplies Travel Direct Cost Total Expense
-
-
0.96
0.96
0.64
0.80
-
-
2,501.60 5,998.54
2,501.76 9,411.43
MATCH $22,370 W.E. Upjohn Institute 3,202.78 998.73
7,927.39 2,500.00
40,370.00
3,725.87
4,201.52 2,500.00
3.44
1,500.00
1.62
1.82
38.99
500.00
18.33
20.66
2,542.43 10,469.82
-
2,000.00 42,370.00 100%
19.94 3,745.82 47%
2,522.49 6,724.00 53%
A41
