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HomeMy WebLinkAboutCOUNCIL - COMPLETE AGENDA - 10/28/2014 - COMPLETE AGENDACity of Fort Collins Page 1 Karen Weitkunat, Mayor City Council Chambers Gerry Horak, District 6, Mayor Pro Tem City Hall West Bob Overbeck, District 1 300 LaPorte Avenue Lisa Poppaw, District 2 Fort Collins, Colorado Gino Campana, District 3 Wade Troxell, District 4 Cablecast on City Cable Channel 14 Ross Cunniff, District 5 on the Comcast cable system Carrie Daggett Darin Atteberry Wanda Nelson Interim City Attorney City Manager City Clerk The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (TDD 224- 6001) for assistance. Adjourned Meeting October 28, 2014 6:00 PM  CALL MEETING TO ORDER  ROLL CALL 1. Council will consider a motion to adjourn into Executive Session. 2. First Reading of Ordinance No. 146, 2014, Revising Chapter 26 of the City Code Regarding Payments in Lieu of Taxes and Franchise Fees, and Specifying that the Operation and Maintenance of the Street Lighting System is an In Kind Payment by the Light & Power Fund in Lieu of Taxes and Franchise Fees. (staff: Ellen Switezer, Lance Smith; 5 minute staff presentation; 15 minute discussion) The purpose of this item is to codify the longstanding City policy and practice whereby the Light & Power Fund has been responsible for providing municipal street lighting as an in-kind payment to the General Fund as part of the Electric Utility’s payment in lieu of taxes and franchise fees. The Ordinance also revises the language related to the Water and Wastewater Funds’ required 6% payment to the General Fund to clarify that this is a payment in lieu of taxes and franchise fees (as opposed to just a payment in lieu of taxes). This change is consistent with Article V, Section 23 of the City Charter and with the wording used in City Code to reference the same fee paid by the Light & Power Fund.  OTHER BUSINESS  ADJOURNMENT Agenda Item 2 Item # 2 Page 1 AGENDA ITEM SUMMARY October 28, 2014 City Council STAFF Ellen Switzer, Utilities Financial Operations Manager Lance Smith, Strategic Financial Planning Manager Kevin Gertig, Utilities Executive Director SUBJECT First Reading of Ordinance No. 146, 2014, Revising Chapter 26 of the City Code Regarding Payments in Lieu of Taxes and Franchise Fees, and Specifying that the Operation and Maintenance of the Street Lighting System is an In Kind Payment by the Light & Power Fund in Lieu of Taxes and Franchise Fees. EXECUTIVE SUMMARY The purpose of this item is to codify the longstanding City policy and practice whereby the Light & Power Fund has been responsible for providing municipal street lighting as an in-kind payment to the General Fund as part of the Electric Utility’s payment in lieu of taxes and franchise fees. The Ordinance also revises the language related to the Water and Wastewater Funds’ required 6% payment to the General Fund to clarify that this is a payment in lieu of taxes and franchise fees (as opposed to just a payment in lieu of taxes). This change is consistent with Article V, Section 23 of the City Charter and with the wording used in City Code to reference the same fee paid by the Light & Power Fund. STAFF RECOMMENDATION Staff recommends adoption of the Ordinance on First Reading. BACKGROUND / DISCUSSION Prior to 1986 the operation and maintenance costs related to street lighting were paid by the City’s General Fund. In 1986, City Council determined that the Electric Utility should assume fiscal responsibility for operating and maintaining the street lighting system. Ordinance No. 095, 1986 deleted the municipal street lighting rate schedule from the City Code and street lighting costs were no longer billed to the General Fund. The City Council in 1986 deemed this change to be consistent with the then-current Charter, which stated that the utility was responsible for the “designing, construction, reconstruction, addition, repair, replacement, maintenance, supervision, and operation of the water and light plants, and the street lighting system and equipment.” The Agenda Item Summary presented with Ordinance No. 095, 1986 referenced this expense as an additional payment in lieu of taxes. In 1987, voters approved changes to the City Charter which eliminated the specific duties of many departments. At that time, all references to which department or fund bore the responsibility for street lighting were removed from the Charter. The Charter change was not intended to change the Electric Utility’s responsibility for the street lighting system, but rather to remove the specific codified list of duties and responsibilities for various funds and departments from the Charter to allow more administrative flexibility. The Charter has been silent on street lighting since 1987. The Light & Power Fund has maintained fiscal responsibility for the street lighting system since 1986. In addition, City Council has set the Light & Power Fund’s cash payment in lieu of taxes and franchise fees at 6% of the Fund’s operating revenues. (The cash payment was increased from 5% in 1989.) The proposed Packet Pg. 2 Agenda Item 2 Item # 2 Page 2 Ordinance codifies the current practice of requiring the Electric Utility to maintain fiscal responsibility for the operation and maintenance of the street lighting system in addition to payment of taxes and franchise fees. No changes are proposed for the cash payment of 6% of operating revenues. The Ordinance is consistent with the direction given by City Council when adopting Ordinance No. 095, 1986 and does not change any current practice or policy. Since the costs of street lighting have been built into the electric rates since 1986 there will be no rate impact to rate payers related to the Ordinance. The Light & Power Fund, Water Fund, and Wastewater Fund each pay 6% of operating revenues to the General Fund. In the City Code this payment is referred to as a “payment in lieu of taxes and franchise” in the Light and Power Fund, but as a “payment in lieu of taxes” in the Water and Wastewater Funds. The City Charter at Article V, Section 23 characterizes the payments as “payment to the general fund in lieu of taxes and franchise fees”. The omission of the reference to franchise fees appears to have been inadvertent. This Ordinance also changes the wording in the Water and Wastewater Funds to be consistent with the Charter and with similar references to the same payments by the Light & Power Fund in the City Code. The Stormwater Fund is not subject to a payment in lieu of taxes and franchise fees, so no corresponding update is required to that portion of the City Code. FINANCIAL / ECONOMIC IMPACTS In 2013, the cost of operating and maintaining the street light system totaled $1.3 million. The costs of street lighting have been built into the electric cost of service and electric rates since 1986, and the current request to amend the City Code under this Ordinance will have no rate impact. Payments in lieu of taxes and franchise fees vary among Colorado cities and throughout the country as do in kind services. The amounts paid to the General Fund by the Light & Power, Water, and Wastewater Funds are within normal ranges. A 2012 survey of the fees and free services is attached for reference. ENVIRONMENTAL IMPACTS None identified. BOARD / COMMISSION RECOMMENDATION Since there are no policy changes proposed, and this Ordinance substantially addresses issues of clarification of existing practices, this item was not reviewed by the Energy or Water Boards. PUBLIC OUTREACH Out-of-city customers were notified of the proposed ordinance and a public notice was issued in the Coloradoan. ATTACHMENTS 1. Survey of Municipalities (PDF) 2. Ordinance No. 095, 1986 (PDF) 3. Powerpoint presentation (PDF) Packet Pg. 3 ATTACHMENT 1 Packet Pg. 4 Attachment2.1: Survey of Municipalities (2537 : PILOTs / Street Lighting Revision) Packet Pg. 5 Attachment2.1: Survey of Municipalities (2537 : PILOTs / Street Lighting Revision) Packet Pg. 6 Attachment2.1: Survey of Municipalities (2537 : PILOTs / Street Lighting Revision) Packet Pg. 7 Attachment2.1: Survey of Municipalities (2537 : PILOTs / Street Lighting Revision) ATTACHMENT 2 Packet Pg. 8 Attachment2.2: Ordinance No. 095, 1986 (2537 : PILOTs / Street Lighting Revision) Packet Pg. 9 Attachment2.2: Ordinance No. 095, 1986 (2537 : PILOTs / Street Lighting Revision) Packet Pg. 10 Attachment2.2: Ordinance No. 095, 1986 (2537 : PILOTs / Street Lighting Revision) 1 Street Lighting Ordinance No. 146, 2014 City Council October 28, 2014 1st Reading Packet Pg. 11 Attachment2.3: Powerpoint presentation (2537 : PILOTs / Street Lighting Revision) 2 Background – PILOTs • The electric, water and wastewater utilities are required by City Charter to pay the General Fund an amount equivalent to the taxes and franchise fees such utilities would pay if they were privately owned. • The fee is called a payment in-lieu of taxes and franchise fees (PILOTs) • The 6% PILOTs is set by City Council by ordinance Packet Pg. 12 Attachment2.3: Powerpoint presentation (2537 : PILOTs / Street Lighting Revision) 3 Background - Streetlights • Prior to 1986 street lighting was paid for by the General Fund through a monthly streetlight rate • In 1986, it was determined that the City Charter would permit L&P to assume these costs • Ordinance 98, 1986 deleted the Streetlight Rate Schedule from City Code • City Charter was simplified in 1987 and became silent on the responsibility for street lighting • Since 1986 L&P has paid for the energy and O&M of the street lighting system and has been considered a non-cash PILOT Packet Pg. 13 Attachment2.3: Powerpoint presentation (2537 : PILOTs / Street Lighting Revision) 4 What the Ordinance does? 1. Revises City Code to align with long term practice/policy assigning fiscal responsibility of the municipal streetlight system to the Light and Power Fund – Clarifies that the in kind service is a franchise fee in addition to the 6% PILOT – No financial impact to Light and Power or rates Packet Pg. 14 Attachment2.3: Powerpoint presentation (2537 : PILOTs / Street Lighting Revision) 5 What the Ordinance does? 2. Clarifies that the PILOT for the Water and Wastewater utilities is for payment in-lieu of taxes and franchise fees Packet Pg. 15 Attachment2.3: Powerpoint presentation (2537 : PILOTs / Street Lighting Revision) - 1 - ORDINANCE NO. 146, 2014 OF THE COUNCIL OF THE CITY OF FORT COLLINS REVISING CHAPTER 26 OF THE CODE OF THE CITY OF FORT COLLINS REGARDING PAYMENTS IN LIEU OF TAXES AND FRANCHISE FEES, AND SPECIFYING THAT THE OPERATION AND MAINTENANCE OF THE STREET LIGHTING SYSTEM IS AN IN KIND PAYMENT BY THE LIGHT & POWER FUND IN LIEU OF TAXES AND FRANCHISE FEES WHEREAS, prior to July 1, 1986, the operation and maintenance costs related to the City’s street lighting system were paid by the City’s General Fund; and WHEREAS, on July 1, 1986, City Council adopted Ordinance No. 095, 1986, which removed the municipal street lighting rate schedule from City Code and stopped internal billing of street lighting costs to the General Fund; and WHEREAS, City Council at the time determined it was consistent with Article IX, Section 2 (B) of City Charter, as it existed in 1986, for the Electric Utility to assume fiscal responsibility for operating and maintaining the street lighting system; and WHEREAS, the agenda materials accompanying Ordinance No. 095, 1986, characterized the shift in fiscal obligation as an additional payment by the Electric Utility in lieu of taxes; and WHEREAS, voters in the City approved City Charter revisions in 1987 that eliminated the specific duties of many City departments and created broader administrative flexibility in fund and department management; and WHEREAS, in streamlining the statements of department’s duties, the 1987 Charter revisions also removed any reference to which department(s) or fund(s) bore responsibility for street lighting costs; and WHEREAS, since 1987, the Light & Power Fund has maintained fiscal responsibility for the street lighting system, and the costs of street lighting have been incorporated into the electric rates paid by customers of the Electric Utility; and WHEREAS, City Council has established, pursuant to Article V, Section 23 and Article XII, Section 6 of the City Charter, that an annual cash payment in lieu of taxes and franchise fees is owed by the Light & Power Fund, Water Fund, and Wastewater Fund in the amount of 6% of the operating revenues in each fund; and WHEREAS, staff recommends clarifying descriptions of the annual operating revenues payment made by the Water Fund in Article III, Chapter 26 of the City Code, and by the Wastewater Fund in Article IV, Chapter 26 to be consistent with how the annual Light & Power Fund payment is described in Article VI, Chapter 26, to reflect that such funds are collected in lieu of taxes and franchise fees; and WHEREAS, staff also recommends updating the City Code to codify the longstanding custom and practice of the Electric Utility bearing fiscal responsibility for the operation and Packet Pg. 16 - 2 - maintenance of the street lighting system in addition its annual payment in lieu of taxes and franchise fees; and WHEREAS, this revision to the City Code will not affect the rates paid by customers of the Electric Utility nor increase the amount of operating revenues paid by the Light & Power Fund in lieu of taxes and franchise fees. NOW, THEREFORE BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT COLLINS as follows: Section 1. That updating descriptions in the City Code to reflect the consistent purposes for which the Light & Power Fund, Water Fund, and Wastewater Fund designate a portion of operating revenues for payments in lieu of taxes and franchise fees is in the best interest of the customers of the respective utility services and of the City. Section 2. That amending the City Code to reflect the custom and practice of providing street lighting system operation and maintenance as an additional in-kind component of the franchise fee paid by the Electric Utility in its annual payments in lieu of taxes and franchise fees is in the best interest of the customers of the Electric Utility and of the City. Section 3. That Section 26-118(c) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-118. Determination of user rates. . . . (c) In addition to the monthly service charges set forth in §§ 26-126 and 26-127, there shall be a charge for payments in lieu of taxes and franchise. The charge shall be six and zero-tenths (6.0) percent of said monthly service charges billed pursuant to said §§ 26-126 and 26-127. . . . Section 4. That Section 26-277(c) of the Code of the City of Fort Collins is hereby amended to read as follows: Sec. 26-277. Determination of user rates; annual adjustment. . . . (c) In addition to the monthly service charges set forth in §§ 26-279, 26-280 and 26- 282, there shall be a charge for payments in lieu of taxes and franchise. The charge shall be six and zero-tenths (6.0) percent of said monthly service charges billed pursuant to said §§ 26-279, 26-280 and 26-282. Packet Pg. 17 - 3 - Section 5. That Section 26-392 of the Code of the City of Fort Collins is hereby amended by the addition of a new Subsection (e) to read as follows: Sec. 26-392. Utility considered a City-owned enterprise. (e) The enterprise shall annually operate and maintain the City street lighting system as an additional payment in lieu of franchise fees otherwise paid by the enterprise pursuant to Article V, Section 23 of the City Charter. Introduced, considered favorably on first reading, and ordered published this 28th day of October, A.D. 2014, and to be presented for final passage on the 18th day of November, A.D. 2014. __________________________________ Mayor ATTEST: _______________________________ City Clerk Passed and adopted on final reading on the 18th day of November, A.D. 2014. __________________________________ Mayor ATTEST: _______________________________ City Clerk Packet Pg. 18 City of Fort Collins Page 1 Karen Weitkunat, Mayor Council Information Center (CIC) Gerry Horak, District 6, Mayor Pro Tem City Hall West Bob Overbeck, District 1 300 LaPorte Avenue Lisa Poppaw, District 2 Fort Collins, Colorado Gino Campana, District 3 Wade Troxell, District 4 Cablecast on City Cable Channel 14 Ross Cunniff, District 5 on the Comcast cable system Carrie Daggett Darin Atteberry Wanda Nelson Interim City Attorney City Manager City Clerk The City of Fort Collins will make reasonable accommodations for access to City services, programs, and activities and will make special communication arrangements for persons with disabilities. Please call 221-6515 (TDD 224- 6001) for assistance. City Council Work Session October 28, 2014 (After the Adjourned Council Meeting, which begins at 6:00 PM)  CALL TO ORDER. 1. Utilities On-Bill Financing Pilot Program Review and Recommendations. (staff: John Phelan; 15 minute staff presentation; 30 minute discussion) The purpose of the On-Bill Financing pilot program (also known as the Home Efficiency Loan Program) is to provide residential utility customers with low-cost financing for energy efficiency, solar photovoltaic, and water conservation improvements to support the outcomes adopted in City of Fort Collins policies and plans, such as the Climate Action Plan, Energy Policy and Water Conservation Plan. For the October 28 City Council work session, staff will present a review of program results to date and recommendations to enhance the program. The recommendations focus on simplifying the application and program processes, improving the loan terms, and revising the structure to address residential rental and business lease properties. Staff will also present the requirements, resources and schedule for implementation of the recommendations, including City Council actions. 2. Climate Action Plan - Strategies. (staff: Lucinda Smith, Bruce Hendee; 15 minute staff presentation; 30 minute discussion) The purpose of this work session is to review progress on identifying greenhouse gas reduction strategies and tactics, and seek Council feedback. The work session will also outline progress in considering financing models, and public engagement plans. City of Fort Collins Page 2 In April 2014, City Council asked that an ad hoc committee be formed to develop a proposed updated Climate Action Plan that describes how the community could achieve a greenhouse gas emissions reduction goal of 20% below 2005 levels by 2020, 80% below 2005 by 2030, and carbon neutrality (a 100% reduction in net greenhouse gas emission) by the year 2050. This work session is the second of four planned work sessions to review progress to date. 3. Nature in the City (staff: Lindsay Ex, Bruce Hendee; 10 minute staff presentation; 45 minute discussion) The purpose of this item is to request feedback from Council on Nature in the City, specifically on the results from the project’s Inventory and Assessment (Phase One), the proposed direction for the Strategic Plan (Phase Two), and the initial list of implementation actions (Phase Three) identified based on public engagement. Staff also will review anticipated timing of deliverables to City Council and seek feedback. Nature in the City is a project approved by Council in the 2014 Annual Appropriations Ordinance and is designed to develop a 25-year vision for how all residents can access high-quality, natural experiences within a 10-minute walk from where they live and work. The project was initiated in January 2014, and staff expects to bring the final Strategic Plan to Council for consideration of adoption in early 2015. 4. Economic Health Strategic Plan Update. (Josh Birks, Bruce Hendee; 15 minute staff presentation; 45 minute discussion) The purpose of this agenda item is to review a proposed update to the Economic Health Strategic Plan approved by City Council on June 26, 2012 (Resolution 2012-044; Vote: 7-0 in favor). The update responds to a City Council request to evaluate changes to the existing strategic plan and seeks alignment with the objectives of the Sustainability Service Area (formed in 2012). The update introduces five themes around which to organize the City’s economic health activities:  Embracing the Climate Economy  Shared Prosperity  Grow Our Own  Think Regionally  Place Matters.  OTHER BUSINESS.  ADJOURNMENT. DATE: STAFF: October 28, 2014 John Phelan, Energy Services Manager WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Utilities On-Bill Financing Pilot Program Review and Recommendations. EXECUTIVE SUMMARY The purpose of the On-Bill Financing pilot program (also known as the Home Efficiency Loan Program) is to provide residential utility customers with low-cost financing for energy efficiency, solar photovoltaic, and water conservation improvements to support the outcomes adopted in City of Fort Collins policies and plans, such as the Climate Action Plan, Energy Policy and Water Conservation Plan. For the October 28 City Council work session, staff will present a review of program results to date and recommendations to enhance the program. The recommendations focus on simplifying the application and program processes, improving the loan terms, and revising the structure to address residential rental and business lease properties. Staff will also present the requirements, resources and schedule for implementation of the recommendations, including City Council actions. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED 1. Does Council support the proposed recommendations? 2. If so, does Council support the proposed resources and schedule for implementation? BACKGROUND / DISCUSSION The purpose of the On-Bill Financing (OBF) pilot program (also known as the Home Efficiency Loan Program) is to provide residential utility customers with low-cost financing for energy efficiency, solar photovoltaic, and water conservation improvements to support the outcomes adopted in City of Fort Collins policies and plans, such as the Climate Action Plan, Energy Policy and Water Conservation Plan. The OBF pilot program was established by Ordinance No. 033, 2012, which revised language in Chapter 26 of the City Code to enable Utilities to provide financing and on-bill servicing of loans for energy efficiency, water efficiency and renewable energy projects. The OBF pilot program (OBF Program) was launched in January 2013, and was reviewed by Council in August 2013 to understand results to date and determine next actions in managing the OBF Program’s success. City Council’s feedback indicated general support for the OBF Program and requested that staff return in fall 2014 with a review of the OBF Program and recommendations for improvements. History Fort Collins Utilities offered the Zero Interest Loan Program (ZILCH) starting in the early 1980s. While the program was successful for many years, from 2002 to 2009 it had relatively little activity. The 2009 national mortgage crisis resulted in changes to the requirements for local government entities to be able to originate loans for home improvements. As a result, the Zero Interest Loan Program was suspended in early 2011. The OBF Program superseded the energy and water efficiency aspects of the Zero Interest Loan Program. The air quality- related aspects of the Zero Interest Loan Program, with funding from the Environmental Services Department, continues under a revised administrative model. Packet Pg. 3 October 28, 2014 Page 2 Current Program Development and Characteristics The OBF Program was developed collaboratively by Utilities (Energy Services and Billing), Finance, and Legal department staff, with assistance from the consulting firm Harcourt, Brown and Carey. The program was modeled after successful programs and is most succinctly described as a traditional loan program which is serviced by Utilities on customer’s monthly bills. The development process included the Energy and Water Boards and local stakeholder groups. Customers qualify by their bill payment history and credit score, eligible projects are defined by Utilities incentive programs and the loans are secured via a deed of trust recorded with Larimer County. The Code changes adopted by Council authorize Utilities to provide financing services. A key element of the program is that the loan payments are treated like any other element of a customer’s bill (e.g., electricity, water, wastewater and stormwater). With such treatment, loan payments are not differentiated from other services. Utilities normal and customary practices for non-payment apply, up to an including service disconnection. Utilities also has established rights under City Code for collection of any past due amounts at a property’s time of sale, also known as the “perpetual lien” ordinance. The OBF Program uses pre-existing standard capabilities of the Utilities billing system; no customization of the system was required. Due to the use of a Deed of Trust of security in the property, the origination of these loans must be in compliance with federal and state consumer protection lending rules. As a result, customer qualification and loan closing services are provided in partnership with a third party financial partner, EnergySmart Partners LLC. EnergySmart Partners is a subsidiary of the non-profit Funding Partners, a local Fort Collins Community Development Financial Institution. Program fees and the interest rate range are defined in Utilities’ residential rate ordinances. The City Finance Department developed a set of rules and regulations for administrative implementation of the OBF Program. OBF Program capital comes from Light & Power and Water reserve funds, determined by the project type. The funding is a “balance sheet transaction,” where the funds are accounted for by moving from reserves to accounts receivable. As such, loan funding is not a typical expenditure or a budget item. Council has authorized Utilities for a maximum outstanding balance of $800,000 for the loan program. Should demand for financing reach this limit, Utilities will coordinate a request for additional funding. Program information, including details on customer and project eligibility, qualifications and loan terms can be found at fcgov.com/financing. Changes made to the program as a result of the August 2013 Council Work Session are shown in the table below. Attribute 2013 2014 Loan term Determined by loan amount (5, 7 or 10 years) Selected by customer (5, 7 or 10 years) Interest rate Two tiers based on credit score (prime plus 2% or 5.25%, prime plus 3% or 6.25%) Two tiers based on credit score (5.0%, 6.0%) Fort Collins Program Results The following table lists the program results from January 2013 to date. Description Number Funding Notes Closed loans 20 $145,122 86% energy projects, 14% water projects, min $2126, max $14995, avg $7256 Pending loans 2 $20,000 Denied loans 6 5 denied based on credit score, one based on utility payment history Packet Pg. 4 October 28, 2014 Page 3 Marketing was increased in 2014 to build awareness for the Home Efficiency Loan Program amongst Utility customers along with specific outreach to customers completing efficiency audits via energy advisor services. Contractor trainings were also completed to reinforce the availability of this financing option for customers. Samples of marketing materials are included in Attachment 4. New Models for On-Bill Financing There are a number of different models for utility on-bill financing programs. One model which has been successful is called an on-bill “tariff”, with the How$mart program from Midwest Energy having the longest track record. The tariff model was pioneered by the Energy Efficiency Institute Inc. Based in Vermont and is also known as the PAYS model (pay as you save). The use of the word “tariff” is used here to denote that the service charges for the financing are undifferentiated from any other utility charge. Key characteristics of this approach include:  A tariffed service charge assigned to a meter location, not to an individual customer;  Billing and payment on the utility bill with disconnection for non-payment; and  Independent certification that projects are appropriate and savings estimates exceed payments in both the near and long terms. The Community for Sustainable Energy organization (CFORSE), a grassroots lobbying group, has advocated for an on-bill financing program modeled after How$mart for the last several years. Their efforts have resulted in hundreds of letters being sent to Fort Collins City Council. In parallel with CFORSE efforts, Fort Collins Utilities has been working with Rocky Mountain Institute to develop frameworks for new business models for implementing and scaling efficiency and renewable energy. Effective on- bill financing tools are expected to play a key role in ongoing efforts to expand efforts to meet community energy and climate goals. Utilities staff have been in contact with the originator of the How$mart program, the current program manager and the originator of the PAYS model. The tariff approach was considered in the original development of the program. However, it was not recommended due to concerns about obligating future customers to service charges which they did not originate and that there would need to be upgrades to Utilities billing system. Attachment 1 is a letter from Midwest Energy’s How$mart program manager, noting key program elements and results. The tables below compare Fort Collins current Home Efficiency Loan Program with How$mart, based on these elements and results. Midwest Energy is a utility co-op providing electricity and natural gas services to approximately 50,000 residential customers (Fort Collins Utilities serves approximately 68,000 residential electric customers and 34,000 water customers). Comparison of Fort Collins On-Bill Loan and How$mart Programs: Key Elements Attribute How$mart Fort Collins Recommended Changes Treatment of the loan payments as an on- bill service charge Tied to the meter Tied to the customer Yes Handling billing of the service charges in the same way as other utility services, especially in regards to non-payment No differentiation between utility services No differentiation between utility services No Inclusion of agreement language requiring notification of service charge to subsequent utility customers Based on UCC filing and required lease language for rental properties Not applicable; loans are not transferable Yes, for rental October 28, 2014 Page 4 projects Offering low and attractive interest rates Currently at 3% Currently at 5% or 6% Yes Developing a contractor based sales force Contractors are primary marketing approach Direct marketing to customers plus engaging contractors Ongoing Use of legal documents and intellectual property licensed from the Energy Efficiency Institute, Inc. Licensed and adapted by Midwest Energy Under consideration TBD Comparison of Fort Collins On-Bill Loan and How$mart Programs: Results Results How$mart Fort Collins Notes Projects per year 200 325 Average of last two years Loans per year 200 ~20 Estimate for 2014 Percentage of project types 70% heating and air conditioning; 30% include insulation and air sealing; 38% heating and air conditioning; 57% include insulation and air sealing; 5% windows FC program provides flexibility for comprehensive projects Self-funded through energy savings 30% of projects are completely self-funded from the energy savings, with the remaining requiring buy-down by customers with up-front funding; Scope of projects determined by customer; up to 100% of costs can be financed FC program provides flexibility for comprehensive projects Program fees 5% 5% of loan amount (average $300) Total of $205 for October 28, 2014 Page 5 It is important to note two key aspects of the recommendations.  The recommendations are interrelated in sometimes complex ways. The eligibility and qualification of customers and measures, the legal aspects of recording and administration, billing system capabilities, energy savings and loan terms all impact each other.  Actions required to implement the recommendations include those that require Council action and those that can be implemented administratively through the program rules and regulations. Simplifying Application and Program Process Attribute Current Recommendation Notes Customer qualification Bill payment history Minimum FICO credit score Bill payment history Minimum FICO credit score FICO scores required to manage perception of risk for default No clear association between a program’s underwriting criteria and participant default rates Service disconnect and perpetual lien provide risk mitigation Credit score improves future access to capital Fees $25 application fee $150 origination fee $30 recording fee Program participation to be self-funded and/or cost based Determined by business processes of final program design Recording Deed of Trust UCC filing Works for providing diverse remedies, including service disconnection; clouding the title; being subordinate to mortgage or other bank liens (by statute) and can be transferred via “written agreement.” Provides for more flexible program administration Improving Loan Terms Attribute Current Recommendation Notes Interest Rates 5-10% possible range Two rate tiers Fixed rate for term Annually set by program rules Allowable range from 2.5- 10% Single rate tier Fixed rate for term Annually set by program rules Rate intended to be “low but not zero” to be attractive to customers and allow for adjustments. Considerations for setting rate include other City loan programs, market rates for alternative investments, potential future use of 3rd October 28, 2014 Page 6 energy projects Water customers for water projects Single family and townhome customer rate classes (GS/GS25) customer are in leased space and face the split incentive of having one party pay utility bills while another party controls efficiency investments Same business processes can work for residential and business customers Applicant Property owner Property owner for owner-occupied Property owner with acknowledgement from current tenant for rental and lease properties Owner is responsible for upgrades to premise, agrees to obligation and notification of future tenants Current tenant agrees to service charges on bill Transferability Non-transferable, due upon sale or refinance Loans are transferable by written acknowledgement Written acknowledgement for rental/lease properties is via lease language between owner and tenant Related to UCC filing Measures EW* Home projects Water service line replacement Wastewater line replacement Solar PV * Efficiency Works Add EW business project types For rental/lease, measures limited by bill neutrality requirements Customer may only borrow funds up to the bill neutral service charge limit; they may buy-down the total cost to reach this level Summary The proposed program structure is a hybrid of the existing Home Efficiency Loan Program with key elements of the “tariff” model (similar to the How$mart program) and includes the addition of small business customer rate classes.  For owner-occupied properties, the OBF Program would operate in a similar fashion to today with simplified processes and improved loan terms. Owners would choose to participate, determine qualification and project October 28, 2014 Page 7 whether to a current tenant customer or the property owner. Utilities staff developed software requirements and is awaiting a preliminary estimate from the billing system software vendor for customization. Staff will also develop a schedule for testing of the billing system's new configurations. Energy Savings Calculations Loans in rental and lease situations are obligating future customers to the service charges which they did not initiate. An essential requirement for these projects is that they generate annual savings in excess of the annual service charges. For example, for a home that needs insulation, air sealing and a new furnace, the annual electricity and natural gas savings should exceed the annual service charges based on the maximum term of 15 years. Customer may only borrow funds up to the bill neutral service charge limit; they may buy-down the total cost to reach this level. Over the course of a 15 year term, it is highly likely that a range of tenancy situations will inhabit a given property, each with their own number of occupants and personal habits. It is not uncommon to see energy use variability of plus or minus 100% in the same premise based on the occupants and behavior. As a result, Utilities proposes to calculate bill neutrality based on standardized project and measure requirements which are then customized with energy modeling of a specific home or business. The chart below illustrates the types of projects which are likely to meet the bill neutrality requirements as a function of annual utility costs and percentage savings. Illustration of Typical Project Costs and Available Capital as a Function of Annual Utility Bills, Percentage Savings and Loan Terms Public Outreach A public forum to gather feedback on the recommendations was held October 16, from 5:30-7:30 at the Senior Center. The forum was coordinated with community stakeholders, including the Community for Sustainable Energy. Results from the forum are included as attachment 5. Packet Pg. 9 October 28, 2014 Page 8 Council Actions As noted above, the OBF program was established by Ordinance 033-2012 which revised language in Chapter 26 of the Municipal Code to enable Utilities to provide financing and on-bill servicing of loans for energy efficiency, water efficiency and renewable energy projects. In order to implement the recommendations, Council action is required for revising the rate ordinances.  Adding financing language to the small business rate classes  Revising the fees and interest rate range as determined by the final program plan. The remaining recommendations can be implemented administratively via revision to the program rules and regulations. Next Steps Staff will finalize the program design based on feedback from Council during this work session. The steps include:  Customization of the billing system software, including testing  Development of legal documents, such as agreements for owner occupied and rental/lease projects, notification requirements and UCC filings.  Determination of business processes, including the approval of applications, closing requirements, utility bill savings modeling and project requirements.  Rate ordinance adoption for all affected rate classes and service types.  Updated marketing plan for the revised program. Staff proposes to complete these items by the end of January 2015, with the exception of the billing system customization. The schedule for the billing system will be determined by the vendor custom programming and subsequent testing by Utilities. ATTACHMENTS 1. Letter from Midwest Energy How$mart to Fort Collins, October 2014 (PDF) 2. Ordinance No. 033, 2012, Authorizing On-Bill Financing (PDF) 3. Home Efficiency Loan Program Product Guideline, April 2014 (PDF) 4. Home Efficiency Loan Program 2014 marketing sample materials (PDF) 5. OBF Public Forum Summary Memo (PDF) 6. On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (PDF) Packet Pg. 10 1330 Canterbury Road Hays, KS 67601 1-800-222-3121 www.mwenergy.com To: Fort Collins City Council and Staff From: Brian Dreiling, Manager of Energy Services Thank you for your interest in Midwest Energy’s How$mart program. How$mart has provided over $5 million in capital funding to over 1,000 homes in our territory since 2007. The on-bill tariff model has been very successful, and we are happy to collaborate with Fort Collins on best practices for energy efficiency. Key success factors for our program include: o Treatment of the loan payments as an on-bill service charge tied to the meter; o Handling billing of the service charges in the same way as other utility services, especially in regards to non-payment; o Inclusion of agreement language requiring notification of service charge to subsequent utility customers; o Calculation of utility bills after upgrades to be no more than 90% of pre-retrofit bills; o Offering low and attractive interest rates, currently at 3%; o Developing a contractor based sales force, and o Use of legal documents and intellectual property licensed from the Energy Efficiency Institute, Inc. Key statistics of our program include: o The program has supported about 200 projects per year over the last two years; o Approximately 70% of the completed projects are for heating and air conditioning systems; 30% include insulation and air sealing; o Approximately 30% of projects are completely self-funded from the energy savings, with the remaining requiring buy-down by customers with up-front funding; o The program includes fees that are 5% of the loan amount; o The default rate has been very low, with losses of only $12,500 out of the total (0.25%); o A UCC filing is recorded with counties for all projects in order to provide title notification; o How$mart has seen 15% participation by rental properties, with over 20% participation over the last year; o For properties with loans that have sold, approximately 50% have been paid off during the sale transaction, and o The home audit cost of $200 is waived if the customer participates in the program before eight months. I hope this information is useful to the Fort Collins City Council in consideration of staff recommendations to revise the current program. Utilities staff have been in conversations with Midwest Energy staff since 2010 during the initial development of Fort Collins on-bill financing program. I look forward to hearing the results of Fort Collins discussions on next steps. ATTACHMENT 1 Packet Pg. 11 Attachment1.1: Letter from Midwest Energy How$mart to Fort Collins, October 2014 (2524 : Utilities On-Bill Financing Pilot Program Review and ATTACHMENT 2 Packet Pg. 12 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 13 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 14 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 15 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 16 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 17 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 18 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 19 Attachment1.2: Ordinance No. 033, 2012, Authorizing On-Bill Financing (2524 : Utilities On-Bill Financing Pilot Program Review and 1 Revised 04/15/2014 EnergySmart Partners LLC Product Guideline City of Fort Collins Utilities “Home Efficiency Loan Program” H.E.L.P. Eligible Borrowers: Applicants who own residential property located in Fort Collins that is to be improved by the loan and are current City of Fort Collins electric utility customers (for qualified energy efficiency and renewable energy improvements) or water utility customers (for qualified water improvements). For energy efficiency and renewable energy improvements, customers must have scheduled or received a City of Fort Collins Home Efficiency Audit. Eligibility of Utility customers to participate is based on credit scores and stated or verified income and pursuant to other criteria and procedures adopted in administrative rules and regulations adopted by the City of Fort Collins Chief Financial Officer. Utilities reserves the right to also base qualification on utility bill payment history (reviewed by City of Fort Collins Utility staff), All applicants claiming ownership interest in the subject property must be natural persons (no legal entities) and provide a single valid Social Security Number or Individual Tax Identification Number (ITIN), consistent among all forms of income verification. Further eligibility defined within a classification table shown below on page three. Loan Amount Minimum loan amount is $1,000; Maximum loan is $15,000 (per utility premise). Loans can be up to 100% of eligible project costs within loan limits stated above. Rebates Home Efficiency Program rebates are processed and distributed separately from the “Home Efficiency Loan Program” loan. The rebate check is sent directly to the homeowner by Fort Collins Utilities staff. Property Type: Eligible properties are single family dwellings or townhomes. Residential rental properties are eligible with loan application from the owner, a natural person. A loan secured by a deed of trust on a rental property will be billed directly to the person who obtained the loan. Collateral: Loans will be secured by a deed of trust recorded with Larimer County. Electric service may be discontinued for nonpayment of past-due accounts directly or indirectly related to the provision of electric service, in which event written notice shall be given in accordance with Section 26-713 of the Fort Collins Municipal Code and any Council-approved service rules and regulations. Interest Rate: Fixed interest calculated at time of application based upon a classification table shown below on page four. Interest rates to be revised annually by the City Financial Officer. Income Threshold: Loan terms may depend upon verified household income though no maximum income limit is imposed for program eligibility. Debt Ratio: When borrower debt-to-income ratio requires verification, proposed loan repayment amount combined with all other obligations of the borrower shall not exceed standards defined by borrower classification table shown below on page three. Repayment: Monthly payment of principal and interest will be collected by the City of Fort Collins Utility Billing Office as a line item on the borrower’s City of Fort Collins monthly utility bill. Escrow for hazard insurance and property taxes are ATTACHMENT 3 Packet Pg. 20 Attachment1.3: Home Efficiency Loan Program Product Guideline, April 2014 (2524 : Utilities On-Bill Financing Pilot Program Review and 2 Revised 04/15/2014 not provided by EnergySmart Partners LLC (ESP) and remain the sole responsibility of the home owner. Term: Loan amounts of $1,000 to $15,000 are available with terms of 60, 84 and 120 months; and are fully amortizing, with all outstanding principal, interest and other sums due at maturity. Loan Payoff: Loans will be closed after receipt of all principal and interest. Loans must be paid off at time of property sale or refinancing of the property first mortgage. Loans can be prepaid in full, at any time, without penalty. Use of Funds: Permitted capital improvement projects shall enhance the health, safety, and energy or water efficiency of the home, including installation of renewable energy systems as allowed by the City of Fort Collins Utilities On-Bill Financing Program administrator. A list of qualifying energy improvements and the rebates available can be found by accessing the links on the Home Efficiency Program (HEP) home page: www.fcgov.com/homeefficiency. A list of qualifying renewable energy projects and the rebates available can be found by accessing the links on the Solar Rebates home page: www.fcgov.com/utilities/residential/conserve/renewables/solar-rebates. Water service line repairs qualify as described on the service line repair page: www.fcgov.com/utilities/what-we-do/water/water-distribution/service-line- repairs. Loan Fees: A one-time non-refundable application fee in the amount of $25 shall be due and payable upon submittal of all City of Fort Collins Utilities Home Efficiency Loan Program loan applications. An additional origination fee in the amount of $150 is due to ESP at time of loan settlement. Customer may choose to pay the origination fee at closing or add the amount to the loan principle (not to exceed loan maximum). Public recording and any other third party service fees are the responsibility of the borrower and assessed at the time of loan settlement. Origination Procedures Application: EnergySmart Partners LLC, a wholly-owned subsidiary of Funding Partners for Housing Solutions, Inc. collectively referred to as “ESP”, will receive completed residential loan applications from applicants through ESP’s website: www.energy-smart-partners.com, a signed Authorization to Release Information and supporting documentation. A credit report and processing fee of $25 shall be due ESP at time of application and paid by applicant on ESP website. Processing: ESP will order third party verifications including credit report(s), the property owner and encumbrances report, evidence of hazard insurance and the City of Fort Collins Utility estimated rebates. Under normal circumstances and if ESP has received all required information, an applicant can expect receive information about whether the applicant is eligible to receive a loan within 24 hours or one-business day. Confirmation of credit determination, loan terms and remaining documentation requirements, as applicable, will be delivered in electronic format to the applicant for review and acceptance. Pre-Settlement: ESP will prepare loan closing documents that shall include a Lien Waiver & Completion of Work Affidavit wherein the borrower must acknowledge the amount paid to the project contractor upon loan settlement. The project contractor is required to acknowledge that all work is or will be completed according to the Fort Collins Utilities program standards and in a good and workmanlike fashion within the agreed-upon timeframe. The project contractor is required to verify that all suppliers and/or subcontractors for the project are paid in full with no further recourse to the borrower, and furnish lien waivers to Packet Pg. 21 Attachment1.3: Home Efficiency Loan Program Product Guideline, April 2014 (2524 : Utilities On-Bill Financing Pilot Program Review and 3 Revised 04/15/2014 that effect. The building permit for the project must have received final approval from the City of Fort Collins Building Department and the project work must be approved by the HEP inspectors and staff prior to loan closing. Fees Collected: Application, public recording and other third party fees shall be assessed and detailed within a settlement statement prepared by ESP. Borrower must pay the loans fees at time of settlement. Settlement: ESP will present all loan documents to borrower at the time of loan settlement. Each Borrower must acknowledge receipt of a standard Colorado Notice of Rescission, allowing cancellation of the deed of trust within three business days of settlement. The deed of trust documents must be signed in the presence of a notary public, which will be arranged between ESP and the borrower. Funding: Upon receipt and acceptance of completed and signed Lien Waiver & Completion of Work Affidavit and HEP Rebate Application forms from the project contractor(s) and, if applicable, subcontractors, ESP shall release loan proceeds directly to project contractor(s) upon confirmation that all work is complete. Dependent upon the scope of the proposed project, ESP will disburse funds to all applicable contractors and will disburse payment directly to the borrower for any deposits the borrower has paid to the contractor upon receipt of a paid receipt. Execution of a release of lien affidavit, and a completed Rebate Application sent to Fort Collins Utilities, is required from all applicable contractors prior to each distribution of loan proceeds. Disbursement of funds is prohibited prior to expiration of the three business day rescission period. Post Closing: ESP shall retain all original documents and permanent loan file, record deed of trust documents and UCC filings as necessary, process and issue subsequent project draw requests, and issue release of collateral obligations upon final satisfaction of the Note. Copies of all executed loan documents will be provided to City of Fort Collins after loan settlement. Loan Qualifications: In order to obtain a loan from ESP under the City of Fort Collins “Home Efficiency Loan Program”, a borrower must meet the following requirements: Credit Metrics Tier 1 Tier 2 Minimum FICO (Credit Score) • Each borrower must meet the minimum FICO score • If there are multiple borrowers, the lower the score (regardless of income) must be used for qualification • 680 if salaried (or fixed income) • 720 if self- employed less than 2 years • 640 if salaried (or fixed income) • 680 if self- employed more than 2 years • 720 if self- employed less than 2 years • Utility Bill History (if available, reviewed by Fort Collins Utility staff) • 6 months timely payments • 12 months timely 4 Revised 04/15/2014 *Loans may be assigned to a different approval tier, be declined or subject to further review if underwriter determines that FICO score or other factors are inconsistent with actual credit and employment profile. Interest Rate and Loan Term Schedule: Tier 60 Month Term ($1,000 - $15,000) 84 Month Term or less ($1,000 - $15,000) 120 Month Term or less ($1,000 - $15,000) 1 5.00% 5.00% 5.00% 2 6.00% 6.00% 6.00% The Interest Rates above have Annual Percentage Rates (APR’S) that may range as low as 5.47% to as high as 14.32% based on the borrower’s credit worthiness, loan amount, term and income verification type, and is subject to our credit qualifications. Interest Rates and APR’s are subject to change without notice. Income Verification Requirements: Salaried Employees, Pension, SSI Income, etc. Self Employed Stated Income (No Verification Required) • When the loan amount is less than $5,000 • Or any loan amount if the FICO is greater than 680 Income Verification Required • When the loan amount is greater than $5,000 • And the FICO is less than 680 • One pay stub with YTD earnings dated within 30 days of the application or award/benefit letter for SSI or pension showing income amount, payment frequency; start and end dates. Rental income verified by lease or Schedule E from tax return. NOTE: Any “other” income (not primary income), which is being used to qualify the loan, must be verified. Stated Income (No Verification Required) • When the loan amount is less than $5,000 • Or any loan amount if the FICO is greater than 680 Income Verification Required • When the loan amount is greater than $5,000 • The FICO is less than 680 • Most recent federal income tax return (first 2 pages of 1040) plus Schedule C if applicable. Rental income verified by lease or Schedule E from tax return. NOTE: Any “other” income (not primary income), which is being used to qualify the loan, must be verified. Maximum Debt to Income Ratio Requirements (“Max DTI Ratio”): Debt to Income Ratio Tier 1 Tier 2 List Total Monthly Obligations • Any loan which has a remaining term of less than 6 months may be excluded from the calculation • When revolving accounts do not show a minimum payment use the greater of 1% per month or $10 • Real Estate taxes and homeowners insurance (if not included in the mortgage payment) must be included in Our customers appreciate the results “ I am so impressed with the total process. On top of that, getting substantial rebates made this a win-win situation. I have already recommended this to my friends and neighbors.” – Homeowner 1983 ranch style house “ Our home’s comfort level and energy usage were really awful. After we made the recommended improvements, the comfort level now is amazing. The fl oors are warm in the morning, and the house is a breathing, healthy environment.” – Homeowner 1950 two-story house “ I’m not sure I could have afforded to increase my home’s effi ciency if I hadn’t heard about the program and then participated. The range of rebates really cut down my costs and I’ve applied for fi nancing. I love the program and am absolutely thrilled with how kind I’ve been treated.” – Homeowner 1980 pre-fabricated one-story home 3/14 Home Effi ciency Program Discover Your Home’s Potential Audits Improvements Rebates fcgov.com/HomeEffi ciency • utilities@fcgov.com 970-221-6700 • TDD 970-224-6003 Discover Your Home’s Potential Save money and increase your comfort Fort Collins Utilities can help with: • energy and water effi ciency audits • free energy advisor services to help you take the next step • participating contractors • rebates • easy home effi ciency loans ATTACHMENT 4 Packet Pg. 24 Attachment1.4: Home Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Energy Advisors Your auditor can also provide free energy advisor services to help you create a customized plan for your home and budget. Available rebates • Insulation and air sealing • Furnaces and boilers • Windows • Air conditioning • Water heaters • Evaporative coolers • Heat pumps • Ventilation systems • Whole-house fans • Duct sealing Fort Collins Utilities also offers a variety of energy and water efficient appliance and sprinkler rebates. Free sprinkler audits are also available. Find rebate details at fcgov.com/HomeEfficiency. Find out how your home can work for you A home efficiency audit identifies ways to conserve energy and water while adding comfort to your home. The affordable audits ($60) include an inspection and tests by qualified auditors, who use blower doors and infrared cameras to reveal opportunities for improvement. Combustion safety tests also are included. To be eligible, you must be a Utilities electric customer and occupy a single-family home or townhouse. Three steps to make your home more efficient 1. Schedule your audit • Call 970-221-6700 or TDD 970-224-6003. • Review your report with prioritized recommendations. 2. Talk to a free Energy Advisor to plan your upgrades 3. Choose a participating contractor • Have your contractor complete the improvements and submit your rebate application. • Cash your rebate check in six to eight weeks after we receive your completed paperwork. Participating contractors To be eligible for rebates, you must have completed an efficiency audit and work with a participating contractor, selected for a commitment to meet Utilities’ quality standards. Participating contractors in a variety of specialties are listed online at fcgov.com/HomeEfficiency. Audits Improvements Rebates Easy Home Efficiency Loans • No money down • Conveniently repay the loan on your monthly utility bill • Simple application • Borrow up to $15,000 • Apply online at energy-smart-partners.com or call 970-494-2021 Find out more at fcgov.com/financing 5/14 Save $25 with this ValPak coupon. Make financing your home improvement easy. fcgov.com/financing See details on reverse. Take advantage of a Home Efficiency Loan with NO APPLICATION FEE Use coupon by July 31, 2014 Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Two steps to get started Step One – Complete Application Call Energy Smart Partners, 970-494-2021 Step Two – Schedule a Home Efficiency Audit Call Fort Collins Utilities, 970-221-6700 Financing details • You may qualify for up to $15,000. • Mention this coupon to waive the $25 application fee. • Loans can be up to 100 percent of the project costs. • Conveniently repay the loan on your monthly utility bill. Use your loan to upgrade: • Insulation and air sealing; furnaces and boilers; windows; air conditioning; water heaters; heat pumps; whole-house fans and duct sealing. Audit details • You will receive a report with prioritized efficiency improvement recommendations. • Let an Energy Advisor help you take the next step. Your auditor will offer this FREE service. Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Home Efficiency Loan Program Making it Easy to Conserve Receive low-cost financing for energy efficiency, solar PV and water conservation loans. Conveniently repay loan on your monthly utility bill. PROJECTS • Furnace, air conditioner, whole house fan, water heater • Insulation and air sealing • Windows • Solar photovoltaic (PV) • Water service line repair and/or replacement GET STARTED • Schedule a Home Efficiency Audit by calling 970-221-6700; required for energy efficiency or solar loans • Lear more about qualifications and details at fcgov.com/financing BENEFITS • No money down • Repay the loan on your monthly utility bill • Simple application • Borrow up to $15,000 ELIGIBILITY • For residential property owners of single-family homes in Fort Collins (rental properties are eligible) • Must be a current Utilities electric customer to apply for energy efficiency and/or solar loans • Must be a current Utilities water customer to apply for water conservation loan Utilities 970-221-6700 | TDD 970-224-6003 fcgov.com/utilities | utilities@fcgov.com Packet Pg. 28 Attachment1.4: Home Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Save $25 with this ad through July 31, 2014. Make financing your home improvement easy. Take Advantage of a Home Efficiency Loan with NO APPLICATION FEE Two Steps to Get Started Step One – Complete Application Call Energy Smart Partners, 970-494-2021 Step Two – Schedule a Home Efficiency Audit Call Fort Collins Utilities, 970-221-6700 Financing details • You may qualify for up to $15,000. • Mention this ad to waive the $25 application fee. • Loans can be up to 100 percent of the project costs. • Conveniently repay the loan on your monthly utility bill. Use your loan to upgrade • Insulation and air sealing; furnaces and boilers; windows; air conditioning; water heaters; heat pumps; whole-house fans and duct sealing; solar photovoltaic (PV); water service line repair and/or replacement fcgov.com/financing 6/14 Attachment1.4: Home Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and LIMITED TIME DOUBLE REBATES on purchases made Sept. 1 - Dec. 31, 2014 When you buy an ENERGY STAR® qualified clothes washer When you buy an ENERGY STAR qualified dishwasher $ Wh bb E $ When you recycle your refrigerator or freezer $ When you buy a WaterSense or MaP Premium toilet or oooooooooooooorrrrrrrrrrrrr $ $ fcgov.com/rebates-programs 970-221-6700 • TDD 970-224-6003 fcgov.com/facebook @fortcollinsgov Regularly $50 Regularly $25 Regularly $50-$75 Regularly $35 09/14 e Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Schedule a low-cost Home Efficiency Audit to learn how to improve the efficiency and comfort of your home. Home Efficiency Loans (up to $15,000) are available with no money down and convenient payments on your monthly utility bill. with in-store markdowns on energy efficient LED and CFL bulbs and Lutron® C•L CFL/LED dimmers an aan and occupancy sensors. Product brands, selection and purchase limits vary from store to store. No rain checks. Available for all Fort Collins Utilities customers. fcgov.com/rebates-programs 970-221-6700 TDD 970-224-6003 fcgov.com/facebook @fortcollinsgov e Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and Packet Pg. 32 Attachment1.5: OBF Public Forum Summary Memo (2524 : Utilities On-Bill Financing Pilot Program Packet Pg. 33 Attachment1.5: OBF Public Forum Summary Memo (2524 : Utilities On-Bill Financing Pilot Program 1 On-Bill Utility Financing Pilot Program Review and Recommendations City Council Work Session October 28, 2014 Packet Pg. 34 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 2 • Review of current pilot program and results • Recommendations to simplify program, increase participation and address rental/lease residential and business customers • Requirements, resources and timeline for implementation of recommendations, including Council actions Overview Packet Pg. 35 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 3 – Does Council support the staff recommendations for revising the program? – If so, does Council support the proposed resources and timeline for implementation? GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED Packet Pg. 36 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 4 How do we best utilize a community wide payment and credit financial tool to support community goals? Packet Pg. 37 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 5 • Home Efficiency Loan Program – Started January 2013 and revised January 2014 – Loans for energy efficiency, renewable energy and water service line repair – Monthly payments on utility bill along with other services (electricity, water, wastewater, stormwater) – Single family and town homes – Rental properties eligible; loan payments by owner Current Program Packet Pg. 38 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 6 • Loan Application and Terms – Qualification by bill payment history and credit score (two tiers, minimum 640 FICO) – Interest rate of 5% or 6% – Term of five, seven or ten years – Recorded with a Deed of Trust • Projects – Scope determined by customer – Most commonly insulation and air-sealing, furnaces, air-conditioning and windows Current Program Packet Pg. 39 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 7 Current Program – Results Description Number Funding Notes Closed loans 20 $145,122 86% energy projects, 14% water projects, min $2,126 max $14,995 avg $7,256 Pending loans 2 $20,000 Denied loans 6 5 denied based on credit score, one based on utility payment history Packet Pg. 40 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 8 On-Bill Financing Models • Tariff model key attributes – Service charge assigned to a meter location, not to an individual customer – Billing and payment on the utility bill with disconnection for non-payment – Independent certification that savings exceed payments – E.g. How$mart as implemented by Midwest Energy Packet Pg. 41 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 9 • Simplify application, business processes and security • Improve loan terms • Enable loans to be billed as a service type within Utilities billing system • Two program options – Owner-occupied – Rental/lease Recommended Program Packet Pg. 42 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 10 Small Business: • Add small business customers and related efficiency measure types • Most small business customers are in leased space where one party pays the utility bills while another party directs efficiency investments • Same program business processes for residential and business customers Action Required: • Council adoption of revised rate ordinance language Recommendations: Small Business Packet Pg. 43 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 11 Recording: • Replace Deed of Trust with a UCC filing, recorded with Larimer County • Works for providing diverse remedies ‒ Service disconnection ‒ Clouding the title ‒ Subordinate to mortgage or other bank liens (by statute) ‒ Transferable via written agreement • Provides for more flexible program administration Action Required: • Revise administrative rules and regulations Recommendations: Recording Packet Pg. 44 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 12 Interest Rate: • Revise allowable range of interest rates to 2.5% - 10% • Revise qualifications to single tier and interest rate • Rate intended to be “low but not zero” to attract customers and allow for adjustments • Considerations for setting rate include: Other City loan programs, market rates for alternative investments, potential future use of 3rd party capital Actions required: • Council adoption of revised rate ordinance language for interest rate range • Revise administrative rules and regulations for single tier Recommendation: Interest Rate Packet Pg. 45 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 13 Loan Term: • Revise allowable terms to include 15 years • Selected by applicant for owner occupied • Determined by bill neutrality for rental/lease • Longer term provides for lower payments and options to be bill neutral for rental/lease premises • Loan term cannot be longer than savings measure expected life Action Required: • Revise administrative rules and regulations for loan term Recommendation: Loan Term Packet Pg. 46 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 14 Applicant: • Property owner for owner-occupied • Property owner with acknowledgement from current tenant for rental and lease properties • Owner is responsible for upgrades to premises, agrees to obligation and notification of future tenants • Current tenant agrees to service charges on bill Actions required • Revise administrative rules and regulations • Develop agreement language for owner occupied and rental properties Recommendation: Applicant Packet Pg. 47 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 15 Transferability: • Obligation tied to premises (similar to stormwater service) • Loans are transferable by written acknowledgement • Written acknowledgement for rental/lease properties is via lease language between owner and tenant • Related to UCC filing Actions required • Customize and test Utilities billing software • Revise administrative rules and regulations • Develop agreement language for owner occupied and rental properties Recommendation: Transferability Packet Pg. 48 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 16 Energy Savings • For rental and lease properties – Measures limited by bill neutrality requirements – Customer may only borrow funds up to the bill neutral service charge limit – Customer may buy-down the total cost to reach this level Actions Required: • Calculate projected bill savings and compare to current and typical customer bills • Revise administrative rules and regulations • Develop notification language for rental/lease properties Recommendation: Energy Savings Packet Pg. 49 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 17 Energy & Capital Calculator 10% 15% 20% 25% 30% $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 $5,000 $5,500 $6,000 $6,500 $7,000 $7,500 $8,000 $8,500 $9,000 $1,000 $1,200 $1,400 $1,600 $1,800 $2,000 Typical tier 1 furnace project Typical tier 2 furnace project Loan Term 15 (years) Rate 3% Annual Utility Cost $1,750 Percent Savings 20% Available Capital $5,093 Typical insulation & air sealing project Annual Utility Bill Available Capital Packet Pg. 50 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 18 • Changes to administrative rules and regulations – Internal staff, 4-8 weeks • Council adoption of revised rate ordinance language, 4-8 weeks • Revise legal documents – Cost estimate for intellectual property pending 4-8 weeks • Customize and test billing system – Cost estimate for customization and schedule for programming and testing pending • Updated marketing plan ready upon rollout of revised program Requirements and Timeline Packet Pg. 51 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and 19 – Does Council support the staff recommendations for revising the program? – If so, does Council support the proposed resources and timeline for implementation? GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED Packet Pg. 52 Attachment1.6: On-Bill Utility Finance Pilot Oct 28 Work Session Presentation (2524 : Utilities On-Bill Financing Pilot Program Review and DATE: STAFF: October 28, 2014 Lucinda Smith, Environmental Sustainability Director Bruce Hendee, Chief Sustainability Officer WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Climate Action Plan - Strategies. EXECUTIVE SUMMARY The purpose of this work session is to review progress on identifying greenhouse gas reduction strategies and tactics, and seek Council feedback. The work session will also outline progress in considering financing models, and public engagement plans. In April 2014, City Council asked that an ad hoc committee be formed to develop a proposed updated Climate Action Plan that describes how the community could achieve a greenhouse gas emissions reduction goal of 20% below 2005 levels by 2020, 80% below 2005 by 2030, and carbon neutrality (a 100% reduction in net greenhouse gas emission) by the year 2050. This work session is the second of four planned work sessions to review progress to date. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED 1. What questions, suggestions, or feedback does City Council have on the strategies presented? 2. Does City Council have any questions, suggestions, or feedback on the financing model concepts outlined? BACKGROUND / DISCUSSION I. CAP Update Progress to Date A 23 member Citizen Advisory Committee (CAC) was convened in June to oversee development of an updated Climate Action Plan, and has been providing input to the CAP update. Good progress is being made, and the steps outlined below are complete or in progress.  Identify the baseline and Adjusted Business As Usual Forecast to determine the amount of greenhouse gas reduction needed to meet the goals.  The model to analyze the strategies and define different scenarios for meeting the goals by “dialing up or down” the strategies has been completed.  A list of strategies has been developed and discussed at a high level by the CAC.  An approach for reviewing strategies and applying evaluation criteria has been discussed by the CAC.  A set of tactics (that inform the strategies) has been researched by RMI, and some elements of these tactics discussed at a high level by CAC.  The scope of work has been completed that clarifies details of the modeling work that Platte River Power Authority will conduct to support the CAP update.  Financing tools and approaches are being discussed  Phase I public engagement is underway and Phase II plans (November - February) are taking shape. The next four months will be dedicated to fully quantifying the strategies, analyzing alternative packages of strategies (scenarios), evaluating their associated triple bottom line impact, exploring financing options, and engaging the community. Packet Pg. 53 October 28, 2014 Page 2 II. Adjusted Business As Usual Forecast and Reductions Needed In order to determine the magnitude of greenhouse gas reduction needed in 2030 and 2050, an “Adjusted Business as Usual Forecast” has been developed (Attachment 1). The table below identifies the magnitude of reduction needed to meet the objectives. Table 1. GHG Reductions Needed to meet Planning Objectives Year Adjusted Business As Usual Projections (MTCO2e) Emissions Goal (MTCO2e) Needed Reductions below Adjusted BAU (MTCO2e) 2020 2,177,000 1,944,000 233,000 2030 2,169,000 486,000 1,683,000 2050 1,720,000 0 1,720,000 III. Greenhouse Gas Reduction Strategies With the help of The Brendle Group, the Rocky Mountain Institute, and staff, the CAC has considered and is discussing a list of strategy areas, or “wedges”, for emissions reductions. The CAC is currently working with the following list of strategy areas to reduce community GHG emissions. Objective. Curb Future Emissions Growth Strategy: Green Building for New Construction and Redevelopment Strategy: Shift Land Use Patterns to Shorten Trips and Reduce Demand for Travel Objective. Reduce Energy Use in Existing Buildings Strategy: Increase Energy Efficiency in the Residential Sector Strategy: Increase Energy Efficiency in the Institutional, Commercial, and Industrial Sectors Objective. Reduce Transportation Demand and Use More Fuel Efficient and Electric Vehicles Strategy: Drive Adoption of Multimodal Transport Strategy: Accelerate Adoption of Fuel Efficient and Electric Personal Vehicles Strategy: Encourage Efficiency, Demand Reduction, and Electrification of Commercial Fleets Objective. Increase Supply of Renewable Energy for Electric and Thermal Loads Strategy: Advance Renewable Energy at the Utility Scale Strategy: Advance Residential and Commercial Solar Adoption/Community-Scale Solar Strategy: Shift Heating Loads - Electrification, Combined Heat and Power, and Biofuels Objective. Reduce Emissions from Waste Strategy: Road to Zero Waste Objective. Inspire, Accelerate, Mobilize, Prepare Strategy: Encourage Eco-Districts/Catalyst Zones Strategy: Implement Sequestration/Adaptation Strategy: Develop Communications Campaign/Social Mobilization Packet Pg. 54 October 28, 2014 Page 3 Attachment 2 summarizes the strategies, including some of the key potential tactics areas, based on the work of RMI. Informed by RMI's tactics research, the strategies will be fully quantified in November. IV. Scenario Concepts Strategies will be combined into alternative scenarios that represent different pathways to the reduction targets. Scenarios will be created by “dialing up or down” key design variables within strategies. The CAC will be very involved in creating the scenarios. It is anticipated that at least two different scenarios will emerge:  Most accelerated to meet 80% reduction by 2030 Most cost-effective to meet 80% reduction by 2030 Other scenarios could address most accelerated path to meet the 2020 objective, emphasize local investments in Fort Collins, or prioritize changes in the transportation sector or energy sector. The CAC will play an active role in creating the scenarios by framing areas of interest at the November meeting and reviewing and discussing scenario outlines at their December meeting. V. CAP Modeling and Linkages Several analysis efforts are being conducted to inform the CAP update. On October 15, the Rocky Mountain Institute completed its compilation of information about potential tactics to reduce emissions in six major GHG reduction areas. Their work was informed by national and local experts, and published references. The potential tactics identified by RMI will be aggregated and loaded into The Brendle Group’s CAP model for strategy analysis. Platte River Power Authority (Platte River) is also conducting detailed modeling of CO2 emissions reductions that can occur (through reducing coal generation, increasing natural gas generation, expanded wholesale renewable energy sources, and demand side management programs) as part of their update to the Integrated Resource Plan. Platte River’s consultants and staff will be evaluating a scenario of various mixes of resources and their ability to meet the goals for CO2 reductions and renewable energy planning targets outlined in Platte River’s 2014 Strategic Plan: - a 20% reduction by 2020 relative to 2005), - an 80% reduction by 2050 (both relative to 2005), - as well as a 35% reduction by 2030 (as a proxy for the EPA proposed Clean Power Plan. The preliminary result of this scenario should be available by the end of October and will be informative for the CAP update process. Through an Intergovernmental Agreement approved in June 2014, Platte River will also conduct additional modeling for Fort Collins of the wholesale electric system to inform the CAP update. The Project Charter clarifying the details of this work has just been recently completed and identifies two scenarios that will be modeled for Fort Collins: Scenario AS-FC1 - a 20% reduction by 2020, and an 80% reduction by 2030 from Platte River electric system CO2 emissions in 2005, and Scenario AS-FC2- a 20% reduction by 2020, and a 60% reduction by 2030 from Platte River electric system CO2 emissions in 2005. Scenario AS-2 was requested by the City to provide an additional increment between the 2030 CO2 target proposed in the EPA’s Clean Power Plan and the City’s primary scenario, AS-FC1 The results of the Platte River's modeling for Fort Collins will be available in mid-December. The analyzed results for CAP strategies and scenarios will be updated to reflect the Platte River modeling results. The CAC will consider the updated information at their meetings on December 15, 2014 and January 7, 2015. Packet Pg. 55 October 28, 2014 Page 4 VI. CAP Financing Approaches Achieving aspirational GHG goals will require significant investments into our community. The capital expenditures required for Fort Collins (including local organizations and citizens) to implement the Climate Action Plan will be significant. Nevertheless, these expenditures should produce economic benefits - whether energy cost savings or other benefits e.g., property values, health and productivity, local economic sector specialization and growth - that could allow for reasonable financing options. Further, the City can be selective in how much credit it wishes to extend and risk to assume; for additional funds it can act as a conduit for third-party capital to directly reach customers, citizens, and businesses. The CAP team and consultants are actively exploring financing approaches that would be appropriate for Fort Collins. Next steps in the CAP process involve clarifying the requirements, opportunities and limitations of various potential “actors” in CAP financing, including the City government and Utility, the consumer, and outside investors. VII. Public Engagement on CAP Update Community engagement and support will be necessary to meet the GHG planning objectives. One of the Citizen Advisory Committee’s Guiding Principles recognizes “Education, awareness-raising, and partnership building are all critical to achieving significant greenhouse gas reduction in Fort Collins.” Attachment 3 outlines plans to engage the community in the CAP update process. A public forum is being planned for December 3, 2014 and two additional forums are being planned for January to gain public input, in addition to presentations to individual stakeholder groups. (See Attachment 3). VIII. Next Steps Several key next steps are identified below: - Quantification of the strategies in the CAP model (mid-November) - CAC discuss and evaluate strategies and tactics; CAC frame scenarios of interest (mid-November) - Platte River modeling for Fort Collins scenarios incorporated into CAP model (December) - CAC discuss scenarios (mid December) - Triple Bottom Line assessment of scenarios (December-January) - CAC develops recommendation (January) - Public engagement (November - February) Council Dates: - December 9, 2014 - work session on strategy analysis and interim scenarios - January 13, 2015 - work session on CAP scenarios and Triple Bottom Line Assessment - February 17, 2015 - Council consideration of updated CAP ATTACHMENTS 1. Adjusted BAU Forecast (PDF) 2. Strategies Descriptions (PDF) 3. CAP Public Engagement Survey(PDF) 4. Powerpoint presentation (PDF) Packet Pg. 56 Figure 1 Assump Climate increase Busines 34, figur http://www CAFÉ – PRPA IR accorda modelin emission Combine . Adjusted ptions Used change – I ed electricit s Report, (2 re 10 w.4cleanair.or adds the b RP modelin nce with Pl g; 35% by 2 n, and 80% ed adjusted CAP “A BAU Foreca to Generat ncreases th y demand f 2.9% increa rg/sites/defau benefit of m ng – adjusts latte River P 2030, per t % reductions d – sums up Adjusted Bu ast te Adjusted he BAU for from a chan ase by mid- ult/files/Docum andated ve s the electri Power Auth he Colorad s by 2050 p the adjus 1 siness As U BAU Forec recast slight nging clima -century for ments/Risky_B ehicle fuel e 2 Based on the Adjusted Business As Usual Forecast, the table below identifies GHG reduction totals needed in key years to meet the planning objectives identified in Resolution 2014-028. Table 1. GHG Reductions Needed to meet Fort Collins Planning Objectives Year Adjusted Business As Usual Projections (MTCO2e) Emissions Goal (MTCO2e) Needed Reductions below Adjusted BAU (MTCO2e) 2020 2,177,000 1,944,000 233,000 2030 2,169,000 486,000 1,683,000 2050 1,720,000 0 1,720,000 Assumptions Used to Generate BAU Forecast Population: Growth rates are based on Colorado Department of Local Affairs (DOLA) population projections for the Fort Collins Loveland Metropolitan Statistical Area. DOLA uses a compound annual growth rate. For informational purposes, the calculated mean growth rates are 1.87% for the period 2014-2020 and 1.39% for 2021-2050. Electricity: Growth rates are based on Fort Collins Utilities’ detailed forecasts through 2034 extrapolated out to 2050 and also include transmission losses and Excel energy user data. These projections are then averaged with the DOLA growth rate projections for the population of the City. An average electricity growth rate of 1.75% can be calculated for 2014-2020 and 1.06% for 2021-2050. Natural Gas: The compound annual growth rate for natural gas is based on data compiled for the Mountain region by the U.S. Energy Information Administration. For information purposes, an average growth rate of 0.08% can be calculated for this time period. Transportation: Projections are based on vehicle miles traveled (VMT) models from North Front Range Metropolitan Planning Organization (NFRMPO) calibrated in 2011 with local demographic and traffic count data, showing and average annual 0.94% growth rate for VMT. Air Travel: Projections are based on per capita emission levels in 2013, grown by the DOLA population projections. Solid Waste: Projections are based on the per capita solid waste generation value of 4.85 lbs/person/day calculated for Fort Collins in 2013 and the DOLA population projections. Packet Pg. 58 Attachment2.1: Adjusted BAU Forecast (2523 : Climate Action Plan - Strategies) 1 Strategies Descriptions Draft October 20, 204 OBJECTIVE. CURB FUTURE EMISSIONS GROWTH Strategy: Green Building for New Construction and Redevelopment Strategy: Shift Land Use Patterns to Shorten Trips and Reduce Demand for Travel OBJECTIVE. REDUCE ENERGY USE IN EXISTING BUILDINGS Strategy: Increase Energy Efficiency in the Residential Sector Strategy: Increase Energy Efficiency in the Institutional, Commercial, and Industrial Sectors OBJECTIVE. REDUCE TRANSPORTATION DEMAND AND USE MORE FUEL EFFICIENT AND ELECTRIC VEHICLES Strategy: Drive Adoption of Multimodal Transport Strategy: Accelerate Adoption of Fuel Efficient and Electric Personal Vehicles Strategy: Encourage Efficiency, Demand Reduction, and Electrification of Commercial Fleets OBJECTIVE. INCREASE SUPPLY OF RENEWABLE ENERGY FOR ELECTRIC AND THERMAL LOADS Strategy: Advance Renewable Energy at the Utility Scale Strategy: Advance/Enhance Rooftop Solar Adoption Strategy: Shift Heating Loads – Electrification, Combined Heat and Power, and Biofuels OBJECTIVE. REDUCE EMISSIONS FROM WASTE Strategy: Road to Zero Waste OBJECTIVE. INSPIRE, ACCELERATE, MOBILIZE, PREPARE Strategy: Encourage Eco‐Districts/Catalyst Zones Strategy: Implement Sequestration/Adaptation Strategy: Develop Communications Campaign/Social Mobilization Attachment 2 Packet Pg. 59 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) 2 Objective. Curb Future Emissions Growth Strategy: Green Building for New Construction and Redevelopment This strategy curbs growth in GHG emissions associated with new buildings and major redevelopments by ensuring new construction addresses building energy efficiency, photovoltaics, fuel switching from gas to electric and demand response tactics. It builds on the City’s longstanding efforts in green building where the approach is to continually raise the bar for high performing buildings through building code changes over time while supporting and rewarding beyond‐compliance efforts. Under this strategy, residential and commercial new building codes would be put on an accelerated path to net zero energy while enhancing the required education, enforcement, and incentives of the program. Analysis Inputs:  RMI: Building codes and standards, PV requirements for new builds, homebuilder engagement programs, demand‐response ready homes, cost‐effective fuel switching at point of constructions  Existing City Plans and Programs: Green built environment program  Architecture 2030 Strategy: Shift Land Use Patterns to Shorten Trips and Reduce Demand for Travel This strategy curbs growth in GHG emissions associated with transportation by employing land use changes that shorten trips and reduce the demand for travel. This includes creating development patterns that encourage smart growth, infill/redevelopment and encourages use of alternative transportation options including tactics such as complete streets, enhanced travel corridors, and building upon existing approaches identified in Plan Fort Collins and the Transportation Master Plan. Analysis Inputs:  RMI: Smart growth and infill development (including complete streets), reducing on‐ and off‐ street parking  Existing City Plans and Programs: City Plan ‐Structure Plan Objective. Reduce Energy Use in Existing Buildings Strategy: Increase Energy Efficiency in the Residential Sector This strategy employs a two‐pronged approach to reducing energy use in homes – retrofitting homes to be more energy efficient and behavior change programs and tactics to help residents live more efficiently within their homes. The strategy leverages Fort Collins Utilities’ residential demand‐side management programs and recently implemented Advanced Meters with emerging business models and policy tools for accelerating home energy upgrades and consumer behavior programs at scale. Analysis Inputs:  RMI: Integrated Utility Services (IUS), work with upstream vendors, awareness campaign,  Existing City Plans and Programs: City Energy Policy, residential demand‐side management, Georgetown University Energy Prize  Platte River Power Authority (PRPA) modeling Packet Pg. 60 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) 3 Strategy: Increase Energy Efficiency in Institutional, Commercial, and Industrial Sectors This strategy targets energy use reduction in existing commercial, institutional, and industrial buildings and processes. Similar to residential efficiency, it leverages Fort Collins’ Utilities demand‐side management programs to implement efficiency retrofits at scale across various business sectors through a range of policy mechanisms, innovative business models, and targeted programs focused on the highest industrial users and largest commercial property portfolio owners. Analysis Inputs:  RMI: Integrated Utility Services (IUS), metered energy efficiency transaction structure (MEETS), commercial property assessed clean energy financing (PACE), deep energy retrofits on largest industrial facilities, target top 15 commercial portfolio owners, contractor engagement and training program, work with upstream vendors, required actions (disclosure, upgrades)  Existing City Plans and Programs: ClimateWise Program, Business Efficiency Programs  PRPA modeling Objective. Reduce Transportation Demand and Use More Fuel Efficient and Electric Vehicles Strategy: Drive Adoption of Multimodal Transport This strategy involves developing approaches to reduce the demand for and use of personal vehicles and increase the use of alternative modes, including transit, biking, carpooling, and walking. This strategy also involves using price signals that encourage alternative modes, managing traffic, creating a transport network that is safer, more coordinated, and easier to use and then offering drivers information and resources that encourage them to use the network. It also includes working with employers in reducing commute trip miles by employees. Analysis Inputs:  RMI: Reduce off‐street parking; reduce on‐ and off‐street parking; open transportation data and mobile transit applications; regionally coordinated mass transit expansion; corporate engagement for alternative commuting; car/ride/bikeshare programs; housing and transportation affordability index tools  Existing City Plans and Programs: Drive Electric Northern Colorado (DENC), FC Trip Planning website, 2014 Bicycle Master Plan implementation, Automated Bike Share, Enhanced Transfort Service, West Elizabeth Enhanced Travel Corridor Strategy: Accelerate Adoption of Fuel Efficient and Electric Personal Vehicles To accelerate the number of fuel efficient and electric vehicles on the roads, this strategy focuses on supporting and encouraging large dealer purchases that meet efficiency or electric vehicle standards so that individuals have these types of vehicles as a local choice. It also involves educating potential buyers about rebates and incentives available, as well as tax credits that will offset the initial purchase price. In addition, it will be important to make electric vehicle charging stations more numerous and accessible to more users. Analysis Inputs: Packet Pg. 61 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) 4  RMI: Campaign to increase exposure to electric vehicles, electric vehicle infrastructure; financing ‐ rebates/incentives/tax policy; upstream dealership programs; time of use pricing and utility programs; pilot an exchange for Li‐Ion batteries  Existing City Plans and Programs: Existing electric vehicle charging stations, Drive Electric Northern Colorado  PRPA modeling Strategy: Encourage Efficiency, Demand Reduction, Electrification of Commercial Fleets This strategy targets municipal and commercial fleets, including school districts, and encourages the use of trip planning software that optimizes and combines routes and no idling policies. It also includes offering education and incentives for retrofitting to more efficient fuel systems or purchasing alternative or electric fleet vehicles at time of replacement. Analysis Inputs:  RMI: Electrify fleets, aggregate fleet purchases, corporate alternate transport programs, EV infrastructure  Existing City Plans and Programs: Existing electric vehicle charging stations, Drive Electric Northern Colorado  PRPA modeling Objective. Increase Supply of Renewable Energy for Electric and Thermal Loads Strategy: Advance Renewable Energy at the Utility Scale This strategy looks at what’s possible if Platte River Power Authority were to provide electric power that exceeds the carbon reduction goals within its Integrated Resource Plan (IRP) in order for Fort Collins to achieve its more aggressive carbon reduction goals. Modeling for the IRP is under development and shown in the adjusted business as usual emissions forecast. This strategy would focus specifically on tactics required to increase large scale renewables to the level needed to meet the City’s goals. This strategy will require close coordination with Platte River Power Authority through finalization of its IRP. Analysis Inputs:  PRPA modeling  Advanced meter data and access  RMI: potential business models for utility‐owned, locally sited renewables Strategy: Advance Residential and Commercial Solar Adoption/Community Solar To increase the volume of solar installations, this strategy involves targeting key commercial customers, developing policies that encourage solar in homes, developing outreach materials that identify resources and incentives for solar, educating the community about on‐bill financing, power purchase agreement options, and existing rebates. It also advances opportunities for customers who cannot have solar at their location to adopt and support solar energy by increasing the number of community‐scale solar installations and removing barriers to participation. It also will be important to Packet Pg. 62 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) 5 address barriers, such as slow permitting processes, high costs, and lack of solar installers to meet demand. Analysis Inputs:  RMI: New build solar requirements, Integrated Utility Services Model, transparent pricing models, big‐box partnerships/in‐store retail, target top 15 commercial user target, small‐ medium commercial aggregation, commercial PACE , utility –owned models like rate‐based ground mount/ community solar, solar‐ready zones  Existing City Programs and Plans: Anticipated future investments in solar, changes to LUC to provide guidance on solar, Fort Collins Community Solar pilot, Clean Energy Collective, Income Qualified Solar Programs  PRPA modeling Strategy: Shift Heating Loads – Electrification, Combined Heat and Power, and Biofuels This strategy encourages customers to switch from natural gas to electricity for heating their buildings with the intent that the electricity will be supplied by fossil free electricity (solar, wind, etc.), district‐ scale combined heat and power, or biofuel sources. The best time to take on fuel switching is during new construction or major renovation, and could be encouraged through new commercial and residential building codes. Analysis Inputs:  RMI: Utility programs encouraging fuel switching for new build and renovations/replacements – residential and commercial, leverage home building network, renewable thermal standards and/or codes for new builds – residential and commercial, district heating for residential, gasless or biogas campuses  Existing City Programs and Plans:  PRPA modeling Objective. Reduce Emissions from Waste Strategy: Road to Zero Waste To reduce GHG emissions from waste, this strategy includes leveraging the City’s Waste Reduction and Recycling Plan: On the Road to Zero Waste, which has a goal of zero waste by 2030. In addition to increased education and funding, other tactics include expanded re‐use, recycling, and composting; reducing waste at the source; applying triple‐bottom‐line and life‐cycle analyses to prioritize targeted materials; and encouraging waste‐to‐energy facilities that recover renewable energy from solid waste. The plan also encourages construction and demolition waste diversion. Analysis Inputs:  Existing City Programs and Plans: Road to Zero Waste; Resolution 2014‐098 identifying several near‐term actions Packet Pg. 63 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) 6 Objective. Inspire, Accelerate, Mobilize, Prepare Strategy: Encourage Eco‐Districts/Catalyst Zones Many cities are realizing the value of implementing climate strategies at the neighborhood scale in order to more holistically integrate changes in land use, buildings and transportation infrastructure with the community development assets and social networks required to affect change. Bringing climate strategies down to a geographic scale where social networks are tighter provides opportunities for more rapidly testing and deploying strategies and engaging people in the behavior change aspects of strategies. This can be accomplished through informal grassroots self‐organized blocks/areas to more formally recognized boundaries such as neighborhood organizations, districts, corridors, and development authorities. Analysis Inputs:  RMI: Green neighborhoods initiatives for PV  Existing City Programs and Plans: FortZED, Georgetown University Energy Prize Strategy: Implement Sequestration/Adaptation This strategy looks to existing City efforts such as Nature in the City and the City's climate adaptation planning efforts for opportunities to lower carbon emissions through sequestration approaches. It includes the interrelationship between energy, water and food supply including mutually synergistic policies for enhancing community resilience and lowering emissions. Analysis Inputs:  Existing City Programs and Plans: Nature in the City Strategy: Develop Communications Campaign/Social Mobilization Inspire, motivate and facilitate citizens to get involved in the CAP through a shared community‐wide vision and tools that support personal accountability and choices for lowering one’s individual or household GHG emissions. Analysis Inputs:  RMI: my 80x30 public awareness and education campaigns  Existing City Programs and Plans: Packet Pg. 64 Attachment2.2: Strategies Descriptions (2523 : Climate Action Plan - Strategies) PUBLIC ENGAGEMENT SUMMARY PROJECT TITLE: Climate Action Plan Update OVERALL PUBLIC INVOLVEMENT LEVEL: Involve Key Stakeholders, get their ideas while also sharing a limited list (16-18) of key strategies determined by Citizen Advisory Committee where we need input. BOTTOM LINE QUESTION: Does the community support the draft proposed plan (when developed)? KEY STAKEHOLDERS (list is not exhaustive): General public Platte River Power Authority (And PRPA cities: Loveland, Longmont, Estes Park) Stakeholder groups represented on the Citizen Advisory Committee Relevant Council Boards and Commissions Business groups Environmental groups Social service groups Civic groups Disadvantaged populations Church groups/committees ClimateWise and ClimateWise partners Neighborhood groups Colorado State University – Sustainability Committee and ASCSU Poudre School District Larimer County Health Department Local Federal Agencies (USFS, NPS, CDC, Climate Hub, etc.) Clusters (Energy, Water, Food, Innovation, etc.) Agriculture Industry Recreation/Tourism industry (rafting, hunting, fishing) Clean Cities/Drive Electric Northern Colorado TIMELINE: Phase 1: Involve (Introduce the topic and seek ideas from the community) Timeframe: July-October 2014 Key Messages:  The City is getting ready to update the Climate Action Plan – a critical document that addresses how the community will reduce its greenhouse gas emissions in the next 25 years.  We do want to hear from you. We know that there will be increased investments needed for the types of changes required. Help us make wise choices.  The plan covers a range of subjects and we will want to come back to you when we have a draft plan.  Climate change is simple, serious, solvable. Because it is serious, we must address it.  Climate change is not a political issue; it’s here now and we need to address it from a resiliency point of view.  We are experiencing extreme weather events of drought, fire and flood consistent with predictions of a changing climate. Attachment 3 Packet Pg. 65 Attachment2.3: CAP Public Engagement Survey (2523 : Climate Action Plan - Strategies)  While local government cannot impact everything or the global climate, the City is involved with providing energy and infrastructure, including drinking water supplies, so it is imperative that communities be involved. Tools and Techniques:  Form Citizen Advisory Committee  Set up a Web page for CAP update, with a subpage for Citizen Advisory Committee  Develop a short FAQ for Web  Develop a list of background resources and post to Web  Prepare a generic “intro” PPT to be used with boards, civic groups, Web, etc.  Seek comments via Web site comment form  Work with cartoonist Karina Mullen Branson on video to illustrate relationship of GHG goals to Energy Policy, CAP, climate adaptation , Georgetown Prize, FortZED, and post to Web  Announce upcoming public open houses  Contact key stakeholders inviting their engagement  Identify and leverage CAC spokesperson(s)  Film and promote “Full Circle” – City sustainability video broadcasts on CAP and climate-related topics PHASE 2: Involve (Get community response to draft plan) Timeframe: November 2014 thru February 2015 Key Messages: To be developed once proposed strategies have been framed by consultants, staff and Citizen Advisory Committee. Additional Tools and Techniques  Host three public forums in advance of February 17 Council discussion: o December 3: Continue process of educating and engaging the public o Two in January: Once draft recommendations emerge, ask for direct feedback on proposed strategies. (Seeking to work with CSU’s Center for Public Deliberation)  Coordinate with CSU Atmospheric Science, CSU SoGES, Center for New Energy Economy to present a ½ day workshop on climate change, free to key business leaders (January 2015?)  Update website.  Push strategies on social media  Prepare press release with strategies and publicize January public forums  Revisit stakeholder groups Packet Pg. 66 Attachment2.3: CAP Public Engagement Survey (2523 : Climate Action Plan - Strategies) Climate Action Plan - Strategies 1 City Council Work Session October 28, 2014 Climate Action Plan - Strategies Packet Pg. 67 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) CAP Update Process 2 2014 Spg/Sum Aug Sep Oct Nov Dec Jan Feb 2015 2/17/15 Council Action 1/13/15 Council Work Session: Scenarios /TBL Impact Platte River modeling for Fort Collins complete 12/9 Council Work Session: Strategy Analysis/ Interim Scenarios January: Citizen Advisory Committee Wraps up 8/12 Council Work Session: Framework April: GHG Reduction Objectives Set 10/28 Council Work Session: High Level Strategies Brendle Group Model developed; strategies identified RMI Tactics Research Completed June: Citizen Advisory Committee kicks off Packet Pg. 68 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Direction Sought 3 1. What questions, suggestions, or feedback does City Council have on the strategies presented? 2. Does City Council have any questions, suggestions, or feedback on the financing model concepts outlined? Packet Pg. 69 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Adjusted Business As Usual Forecast Packet Pg. 70 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) 2013 GHG Emissions 5 0.4% 3% 4% 19% 24% 50% 0 200,000 400,000 600,000 800,000 1,000,0001,200,000 Water-related Solid Waste Air Travel Natural Gas Ground Travel Electricity Metric Tons CO2e Fort Collins Community 2013 Greenhouse Gas Emissions by Source Packet Pg. 71 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Strategy Areas 6 o Curb Future Emissions Growth o Reduce Energy Use in Existing Buildings o Reduce Transportation Demand/Use Cleaner Vehicles o Increase Renewable Energy o Reduce Emissions from Waste o Inspire, Accelerate, Mobilize, Prepare Packet Pg. 72 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Strategy: Green Building for New Construction and Redevelopment 7 Drive incrementally downward to net zero energy for new construction and major redevelopments o Building codes and standards o Leverage homebuilder networks o Expedited permitting Curb Future Emissions Growth Packet Pg. 73 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Shift Land Use Patterns to Shorten Trips and Reduce Demand for Travel 8 Create development patterns that encourage smart growth, infill/ redevelopment and use of alternative transportation options o Complete streets o Infill re/development o Reduce requirements for on-street/off-street parking Curb Future Emissions Growth Packet Pg. 74 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Reduce Energy Use in Existing Buildings 9 Residential- Retrofit homes, encourage behavior change CII –encourage meaningful engagement across all businesses; focused programs for high impact and use players o Work with upstream vendors o Integrated Utility Services model o ClimateWise o Target the biggest users Increase Energy Efficiency in - Residential; - Institutional, Commercial, and Industrial Sectors Packet Pg. 75 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) BUNDLED STRATEGIES Toward 30% less building energy use 10 Existing Commercial Efficiency New Build Commercial Existing Residential Efficiency New Build Residential 65% 4% 11% 21% Packet Pg. 76 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) 11 Personal Vehicles: o Rebates, incentives, utility pricing Commercial Fleets: o Aggregate vehicle purchases o Workplace charging Reduce Transportation Demand/Use Cleaner Vehicles Strategy: Fuel Efficient & Electric Personal Vehicles Strategy: Commercial Fleets Packet Pg. 77 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Drive Adoption of Multi-Modal Transportation 12 Approaches to reduce the demand for personal vehicles and increase the use of alternative modes o Price signals (e.g. parking, transit) o Data, apps (e.g. Uber), and tools o Expand modes and services, incld. transit o Employee commuting program Reduce Transportation Demand/Use Cleaner Vehicles Packet Pg. 78 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) BUNDLED STRATEGIES Toward 30% VMT Reduction by 2030 13 Leverage new build and infill development Move to a multimodal transportation system Engage employers to address commuting 46% 38% 16% Packet Pg. 79 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) 3 StrategiesTowards Net Zero Energy 14 o Advance Renewable Energy at the Utility Scale o Advance Residential and Commercial Solar Adoption o Shift Heating Loads – Electrification, Combined Heat and Power, and Biofuels Increase Renewable Energy Packet Pg. 80 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Advance Residential and Commercial Solar Adoption 15 Identify opportunities and address barriers to increase adoption of rooftop solar o PV in new construction o Offer options o Solar-ready zones o Deep engagement with top Commercial, Industrial, and Institutional customers Increase Renewable Energy Packet Pg. 81 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Implement Sequestration/Adaptation 16 Recognizes the interrelationships between energy, water, and food supply o Nature in the City o Local food systems o Reduce urban heat island o Carbon offsets for ecosystem services Inspire, Accelerate, Mobilize, Prepare Packet Pg. 82 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) 17 Source of Capital (Invested Capital) City / Utility Borrow or Reserves Private (3rd Party) Pay Over Time Special District Financing Tax Revenue (New, Incremental, Existing) Fees (City) Rates (Utility) Savings (Project) Tax Increment Financing (URA) Source to Repay Capital (payback capital and fund O&M) Potential Financing Approaches Packet Pg. 83 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Evaluating Needs for Financing Solutions 18 Third party Customer City/ Utility Strategies Packet Pg. 84 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Public Engagement 19 Phase I • Civic and Stakeholder Group Presentations • Web: fcgov.com/climateprotection • Social media, articles • Citizen Advisory Committee - public comment first 10 minutes Phase II • Continue Phase I tactics • 3 Public Forums (Dec and Jan) • Council Advisory Boards • Potential Business Leaders Workshop Packet Pg. 85 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) Direction Sought 20 1. What questions, suggestions, or feedback does City Council have on the strategies presented? 2. Does City Council have any questions, suggestions, or feedback on the financing model concepts outlined? Packet Pg. 86 Attachment2.4: Powerpoint presentation (2523 : Climate Action Plan - Strategies) DATE: STAFF: October 28, 2014 Lindsay Ex, Senior Environmental Planner Bruce Hendee, Chief Sustainability Officer WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Nature in the City EXECUTIVE SUMMARY The purpose of this item is to request feedback from Council on Nature in the City, specifically on the results from the project’s Inventory and Assessment (Phase One), the proposed direction for the Strategic Plan (Phase Two), and the initial list of implementation actions (Phase Three) identified based on public engagement. Staff also will review anticipated timing of deliverables to City Council and seek feedback. Nature in the City is a project approved by Council in the 2014 Annual Appropriations Ordinance and is designed to develop a 25-year vision for how all residents can access high-quality, natural experiences within a 10-minute walk from where they live and work. The project was initiated in January 2014, and staff expects to bring the final Strategic Plan to Council for consideration of adoption in early 2015. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED 1. What is Council’s feedback on the results from Inventory and Assessment (Phase One)? 2. Is the project headed in the direction Council expected? 3. Are there additional questions or thoughts Council would suggest staff explore? BACKGROUND / DISCUSSION Project Need The City is transitioning from a large, suburban town to a small, urban city with a projected buildout population of 225,000 - 250,000 residents. As this happens, it is critical that we protect access to nature and the key open spaces that define our community. Natural spaces within our urban setting are valuable not only as habitats and for aesthetics, but they are also key to preserving quality of life, and the sense of place that makes Fort Collins unique. Project Overview In 2014, the City launched Nature in the City to ensure that, as our community grows to its build-out population, all residents have access to high-quality, natural spaces close to where they live and work. This effort will develop a Nature in the City Strategic Plan with a primary objective to create and maintain access to nature within Fort Collins, whether “nature” is a formal Natural Area, neighborhood park, or just the open space behind your home. The project’s outcomes will include design guidelines, policies, and actions designed to achieve this goal. An interdisciplinary team including City and CSU representatives is approaching the project in three phases: 1. Phase One: Inventory and Assessment (January to October 2014) - A triple bottom line (social, economic, and environmental) approach served as the foundation for the Inventory and Assessment. With extensive Packet Pg. 87 October 28, 2014 Page 2 collaboration between the City and CSU, the project team has completed the initial Inventory and Assessment and has wrapped up the public outreach associated with this phase. 2. Phase Two: Strategic Plan (October 2014 - February 2015) - The Strategic Plan will include policies and actions designed to achieve the broader project goal of providing high quality, access to nature for all the City’s residents. A second component of this phase will include a mapping effort to assess connectivity across the City and to help residents identify where they can access nature within a 10-minute walk. 3. Phase Three: Implementation (October 2014 - May 2015) - Project implementation will include the development of design guidelines, regulatory updates, and incentives to achieve the strategic objectives outlined in the Plan. Staff will also be installing the community’s first living, or green, wall in May of 2015. Each of these phases is described in more detail below. The current focus of the project is developing the framework for the Strategic Plan (Phase Two) and further exploring the ecological data collected this summer. Project Update Staff provided an update on the project to City Council in an April 9, 2014 memo (Attachment 1) and as a Staff Report during the July 16, 2014 Council Meeting (video available here: <http://tinyurl.com/mxplaok>; note the Nature in the City staff report begins at approximately 1:16:00). Since that update, additional outreach has been completed and progress has been made on a number of tasks:  Phase One Inventory and Assessment The purpose of this phase is to collect and analyze data to assess our existing natural assets/gaps from a triple bottom line perspective. Staff began the project by collecting examples (precedents) from twelve cities and ten projects in the United States and abroad (available here: fcgov.com/advanceplanning/pdf/case- studies.pdf <http://www.fcgov.com/advanceplanning/pdf/case-studies.pdf>). For each perspective of the triple bottom line (social, economic, and environmental), staff conducted a literature review and collected local data. A summary of the results from each of these perspectives is described below.  Social Inventory and Assessment o Literature Review - While street trees, parks, and public green spaces may be thought of as simply ways to beautify our communities and make life a little more pleasant, the science tells us that they play a central role in human health and promote health and wellness within the community. The articles reviewed support that incorporating nature into urban areas provides key benefits for children, mental health, and overall health and well-being.  The Plug in to Nature study, by Larimer County, found that the biggest barrier for accessing nature is time. Providing nature closer to home allows people to spend their time experiencing nature, rather than traveling to it.  A California study of 3,000 teenagers found that they had a significantly lower Body Mass Index (BMI) when in close proximity to nature or open spaces.  A United Kingdom study of over 1,000 people concluded that moving to an area with green space will increase your mental health compared with those that move into an area lacking open space. Another study found positive psychological benefits from interacting in urban open space increased with species richness - in other words, the greater the variety of species in a particular area, the happier people are in that space. o Local Feedback - The main tool utilized to gather feedback about the use and value of nature in our community was via a survey. 365 surveys were received between March and September 2014. The survey was initially piloted at the March 2014 Visioning Workshop as well as in other focus groups, e.g., the Chamber’s Local Legislative Affairs Committee, and Packet Pg. 88 October 28, 2014 Page 3 then refined based on feedback. Demographic data were collected to ensure that the findings were relevant across a broad range of factors, including gender, age, income levels, race, and where individuals live and work throughout the City. Key findings are as follows:  Residents in Fort Collins strongly value access to nature (92% of respondents indicated nature was important or very important to them).  Most residents feel they have easy access to nature (78% agree or strongly agree), but note that a lack of time (94 respondents) and lack of easy access (48 respondents) are the two biggest barriers to open space access.  The places residents most frequently access nature are the City’s Parks (305 respondents) and Natural Areas (283 respondents). Schools and community gardens were popular for younger respondents.  Residents access nature within the community primarily for personal recreation or exercise (203 respondents); to escape from the urban environment (186 respondents); and to observe wildlife, plants and trees (139 respondents).  When asked what this project should focus on, given our current strengths and weaknesses, four priorities emerged: 1. Provide opportunities to escape from the urban environment 2. Increase connectivity and opportunities for wildlife and plants (especially trees) to thrive in the community 3. Provide places to find beauty, peace, and relaxation 4. Provide more opportunities for personal and group exercise or play, with an emphasis on a connected network of these opportunities. The full survey results are available as Attachment 3.  Economic Inventory and Assessment o Literature Review - There have been many efforts to study the economic impacts of natural spaces and features and such research has confirmed there is a positive relationship. Most studies focused on measuring economic impact based on property value and assessed whether being located near an open space or having specific features, e.g., trees, added value. In general, studies indicate that adjacency to open space can command between a 20- 32% home sale premium; these increases dissipate the further a home is located from open space. o Local Feedback - Led by the Economic Health Office, staff met with a significant number of business community organizations, primary employers, and ClimateWise partners to assess how access to nature enhances business attraction and retention in Fort Collins (see Attachment 2 for a full list of groups staff met with). In summary, the following is the feedback from the business community:  Fort Collins commitment to nature has paid off:  City is attractive and considered to provide high quality of life, and  Nature does help with businesses recruit and retain employees.  Residential sales price premiums in Fort Collins are likely closer to 10% (this could be due to the abundance of nature in Fort Collins);  The project should be mindful of added costs to development/business;  The business community encouraged staff to look for ways to “soften” commercial areas, e.g., Downtown flowers;  Identify incentives and other partnerships to beautify commercial areas; and  Connections to natural spaces/recreation are important to almost every group. Packet Pg. 89 October 28, 2014 Page 4  Ecological Inventory and Assessment o Literature Review - The ecology of urban places is a recent field of study. Studies generally examined species diversity across a rural to urban continuum and found that native species diversity declines with increasing urbanization, while non-native species diversity increases to a certain point (typically measured by building density) but also declines in highly urban areas. Some research suggests that the loss of native species diversity can be mitigated by incorporating native plantings into site design (currently required by the City’s Land Use Code), but additional research at the urban scale is needed to support these conclusions. o Local Data - In collaboration with CSU and the Wildlife Conservation Society, staff conducted the following efforts this past summer:  Staff sampled 166 sites throughout the City from May - August 2014 for birds, butterflies and vegetation. These species were selected for sampling as they tend to respond at different scales (birds tend to respond more at the landscape-level whereas butterflies tend to respond at the site scale), and they are relatively visible and simple to sample.  Field data were collected across nine land use types - Parks, Natural Areas, schools, trails, ditches, urban agriculture, residential open space, non-residential or institutional open space, and Certified Natural Areas/Natural Habitat Buffer Zones.  88 species of birds and 33 species of butterflies were observed.  Preliminary analysis suggests land use, site area, distance to GMA and percent of disturbed habitat are the strongest drivers of what was observed on the ground for all species. A full list of variables can be seen in Table 1 below.  A report summarizing the findings from the field data will be completed by December. Table 1: A full list of the variables (Characteristics of Site and Surroundings) analyzed in relation to a set of standard metrics (Birds and Butterflies Metrics). Note that the strongest drivers observed are italicized. Characteristics of Site and Surroundings Birds and Butterflies Metrics Land Use Type (of the nine sampled) Species richness Site area (acres) Urban adapted/Urban sensitive/Neutral Distance to GMA (Growth Management Area) (feet) Native/non-native species Disturbed habitat (%) Resident/migrant species Distance to Poudre River (feet) Habitat indicator species (from Natural Areas data) Canopy cover (%) Foraging (diet) guilds Shrub cover (%) Foraging location guilds People per minute Nesting location guilds Dogs per minute Nesting height guilds Building density at 1500 meters (approx. 0.93 miles) Building density at 500 meters (approx. 0.31 miles) Impervious surface (%)  Phase Two: Strategic Plan This phase will include the development of a vision and mission statement and the policies/issues this project will address moving forward. In addition, mapping during this phase will focus on assessing Citywide connectivity and key opportunity areas for implementing Nature in the City. Key public engagement efforts will include the October Super Issue Meeting with all City Boards and Commissions and discussions with the Packet Pg. 90 October 28, 2014 Page 5 Citizens Advisory Committee. The following policy/issue areas have been identified via the public engagement process and through the interdisciplinary staff team: o Continue the City’s current policies related to nature, e.g., Natural Areas and Parks program, Stormwater Stream Restoration program, Land Use Code regulations, etc. that all contribute to Nature in the City; o Address connectivity, both for people and for wildlife, throughout the City; o Determine how to “operationalize” a 10-minute walk to nature, e.g., should you not have to cross an arterial street in order to access nature, which spaces count as nature, etc. o Irrigation ditches - explore ways to encourage the multiple values of ditches, e.g., habitat values, access, etc. o Identify potential incentives for incorporating nature into new developments as well as retrofitting existing developments. Consider Land Use Code changes, existing City programs, and the potential for training HOAs and businesses to help establish and maintain these spaces; o Encourage open space improvements at the neighborhood scale; o Explore funding options to implement Nature in the City; o Consider setting a Citywide biodiversity goal; o Consider developing a Citywide target/metric for the ecosystem services nature provides in urban areas; o Promote and preserve urban agriculture to support social and ecological values; o Explore ways to increase opportunities for incorporating natural features, e.g., native grasslands, into the Parks system; o Consider developing carbon sequestration goals in collaboration with the Climate Action Plan; o Assess the feasibility of providing transit access to nature; o Consider competing issues, e.g., how this project may influence the City’s efforts around West Nile Virus; o Consider establishing a Level of Service for nature within the City; o Evaluate the City’s mowing and weed control policies as they relate to establishing native spaces; o Encourage long-term monitoring of the City’s biodiversity; o Explore wayfinding opportunities for natural opportunities throughout the City.  Phase Three: Implementation Project implementation will focus on providing a range of tools for providing nature in the urban environment. Initial implementation actions, as identified by staff and through public outreach, including the following: o Develop design guidelines to illustrate how anyone can incorporate nature into their projects, including information on cost, potential ecological and social benefit, and long-term maintenance issues. o Consider Land Use Code changes to clarify how open space requirements can be met, while also enhancing social and ecological values; o Explore incentives to achieve the objectives outlined in the strategic plan; o Demonstrate how nature can be integrated into the built environment, e.g., staff, in collaboration with the Urban Lab, will be installing the community’s first living, or green, wall in May of 2015. o Identify potential partnership opportunities with Poudre School District and Colorado State University to enhance open spaces on school grounds. o Conduct a park-by-park assessment to identify how active and passive recreation goals can be met while utilizing additional spaces for access to nature. Community Engagement Over 1,000 residents have engaged in the dialogue around how to provide access to nature close to home as our community urbanizes. Engagement included outreach to the public, Boards and Commissions, and Packet Pg. 91 October 28, 2014 Page 6 through collaboration internally in the City and with CSU. For a full list and description of outreach efforts, please see Attachment 2. For the project’s public engagement plan, please see Attachment 6.  Public Outreach Public engagement events included three open houses, a visioning workshop, a project survey, and numerous focus group meetings. 365 residents responded to the project’s survey, and key themes heard to date are described on page 4 and in Attachment 2. In addition to the formal outreach events, a 15-member Citizens Advisory Committee (Attachment 4) is providing feedback and direction for the project on a bi-monthly basis. Members of the Citizens Advisory committee and other City Boards and Commissions participated in the video identifying what Nature in the City means to them (viewable here: fcgov.com/natureinthecity <http://www.fcgov.com/natureinthecity>). Staff participated in the City’s Full Circle program (viewable here: <http://tinyurl.com/od7svjw>). Staff also engaged the community through a Nature in the City Photo Contest that garnered over 150 photo submissions (viewable here: <http://iconosquare.com/tag/fcnature>).  Boards and Commissions Staff discussed the project at the January and September Planning and Zoning Board Work Session and the March and September Natural Resources Advisory Board Meeting. Staff has also met with the Land Conservation and Stewardship Board (December 2013), Parks and Recreation Board (April), Senior Advisory Board (June), and the Commission on Disability (August). Nature in the City is the main topic for the October 27 Super Issue Meeting with all Boards and Commissions. For a summary of feedback received from Boards and Commissions to date, please see Attachment 2.  Coordination with City Departments and Colorado State University (CSU) As this project has the potential to affect many City departments and requires the most up-to-date research, staff has formed an interdisciplinary project team that includes 14 City Departments, including Natural Areas, Parks, Stormwater, Economic Health, Social Sustainability, and more, as well as representatives from four CSU departments:  Fish, Wildlife, and Conservation Biology - assisting with the design and analysis of the ecological data; students in a senior-level wildlife management class are generating wildlife management plans for 11 of the 166 sites sampled this past summer;  Horticulture and Landscape Architecture - student-generated concepts for the Living Wall and the overall project;  The Institute for the Built Environment - serving as the project manager for the Living Wall (in collaboration with the Urban Lab (http://urbanlab.colostate.edu) and assisting with the design guidelines (a component of Phase Three of the project); and  The Center for Public Deliberation - assisting with public engagement. Staff is also coordinating closely with the West Central Area Plan to identify potential “Nature in the City” opportunities. A full list of participants in the project can be found in Attachment 4. Staff also worked with the interdisciplinary project team to conduct a Triple Bottom Analysis (Attachment 6). Next Steps Key next steps for the project include the following:  Phase One: Inventory and Assessment o Complete the analysis of the environmental data (December 2014)  Public Outreach: Once complete, we will coordinate a focus group with environmental organizations to review the data and ask for feedback on the findings (Winter 2014) Packet Pg. 92 October 28, 2014 Page 7  Phase Two: Strategic Plan o Finalizing the project’s mission, vision and key goals (November 2014) o Refine the list of issues and policies (November - December 2014)  Public Outreach: Super Issues Meeting on October 27, Citizens Advisory Committee Meeting in December o Draft Plan (November 2014 - January 2015)  Public Outreach: Online Survey, Draft Plan will be available for review online, and outreach to Boards and Commissions (Winter 2015); o Council adoption (Early Spring 2015)  Phase Three: Strategic Plan o Develop the design guidelines (November 2014 - May 2015)  Public Outreach: Visual Preference Survey, to translate the priorities identified in the Phase One Survey into elements that can be designed (November 2014) o Living Wall Demonstration Project (installed in May 2015)  Public Outreach: Planned event with the Urban Lab to highlight numerous City and Urban Lab projects (November) and media outreach and public engagement during installation (May 2015) o Land Use Code Changes (planned for the spring of 2015)  Public Outreach: To be determined. ATTACHMENTS 1. April 9, 2014 Memo to City Council (PDF) 2. Phase One Outreach Summary (PDF) 3. Phase One Survey Results (PDF) 4. List of Citizen Advisory Committee and Project Team Representatives (PDF) 5. Nature in the City TBL Analysis (PDF) 6. Nature in the City - Public Engagement Plan (PDF) 7. Powerpoint Presentation (PPTX) Packet Pg. 93 Packet Pg. 94 Attachment3.1: April 9, 2014 Memo to City Council (2512 : Nature in the City) Packet Pg. 95 Attachment3.1: April 9, 2014 Memo to City Council (2512 : Nature in the City) PHASE ONE OUTREACH SUMMARY Background In 2014, the City launched an effort called “Nature in the City” to ensure that, as our community grows to its build-out population, all residents have access to high-quality, natural spaces close to where they live and work. Whether it’s a formal natural area, neighborhood park, or just the open space behind your house, our primary objective is to create and maintain access to nature within Fort Collins. Executive Summary Over 1,000 residents have engaged in the dialogue around how to provide access to nature close to home as our community urbanizes. Key themes heard to date are as follows: • Find opportunities to (1) escape from the urban environment, (2) find beauty, peace or opportunities for relaxation, (3) support wildlife, plants, and trees, and (4) engage in personal or group/family exercise or play. • Maintain our current policies, e.g., Parks and Trails Master Plan and Natural Areas Master Plan; • Continue to increase connectivity across the City, both for people and for wildlife; • Identify ways to acknowledge the multiple values ditches provide; • Be cognizant of additional costs efforts like these may add; • Coordinate this effort with others, e.g., Climate Action Plan, Housing Affordability, etc.; • Provide better wayfinding to nature; and • Address disparities in access across the City. Nature in the City Public Engagement Boards and Commissions: • Commission on Disability • Land Conservation & Stewardship Board • Natural Resources Advisory Board • Parks and Recreation Board • Planning and Zoning Board • Senior Advisory Board Public Engagement: • Launched Project Website • 15-member Citizens Advisory Committee • City Employee Blog Post • Idea Lab Question • Trans. and Planning Joint Open House • Visioning Workshop • City Works 101 Participants • Air Quality Open House • Project Survey • Wikimap • CSU Natural Resources Class • Partnership with CSU Graduate Level Landscape Architecture Class Public Engagement Feedback Boards and Commissions Since 2013, six City Boards and Commissions have been engaged in the dialogue around Nature in the City. Specific feedback from these entities is as follows: Commission on Disability The Commission discussed how open spaces are often inaccessible. Commissioners noted the provisions outlined in the Poudre River Downtown Plan for accessibility for all users and encouraged staff to explore other opportunities for providing access to nature that was accessible. The Commission also discussed the need for providing an off-leash dog area that was less formal than the City’s existing dog parks. Land Conservation and Stewardship Board The Board expressed general support for the project and requested staff returns if there is a specific project the Board could support. The Board also discussed funding for this effort and how funding could be identified that would be in addition to the existing open space sales taxes. Natural Resources Advisory Board The Board has identified Nature in the City as one of the key projects in their 2014 Work Plan. Feedback from the Board has focused on how to mainstream Nature in the City into other city programs, e.g., parks and stormwater. Additional feedback has included how to consider the services provided by nature, the need to consider West Nile Virus with the implementation of this planning effort, and how we increase biodiversity across the City. Parks and Recreation Board The Board expressed an interest in this project and noted specific parks where nature is abundant, e.g., Indian Hills. The Board expressed an interest in participating in the Living Wall demonstration project. The Board also asked staff to be clear on the costs of implementing this project and including other spaces in the mapping effort, e.g., HOA open spaces. Planning and Zoning Board Staff is meeting quarterly with the Planning and Zoning Board. In concurrence with the Parks and Recreation Board, P&Z recommended including many types of open space within the project maps, e.g., schools and urban farms. The Board also helped prioritize the overall project goals in the spring of 2014. This map illustrates the City’s Parks and Natural Areas (in green) and those lands within a 10- minute walking distsnce from those public lands. Several Boards encouraged staff to include other types of open spaces within these maps, e.g., HOA open spaces, schools, etc. Staff is working to update this map accordingly. 2 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Visioning Workshop On March 26, 2014 at the Lincoln Center, over 60 Fort Collins residents participated in a community issues forum sponsored by the City of Fort Collins and the Colorado State University Center for Public Deliberation. The forum focused on two topics: (1) Nature in the City, and (2) an update on the water restrictions plan. The participants at the forum were placed in individual round tables with 4-7 other participants and a facilitator from the Center for Public Deliberation (CPD). Martín Carcasson, the Director of the CPD, facilitated the process, with assistance from City staff, and connected to the two topics. The forum was organized in several different sessions that had the participants respond to gathered information and various prompts. Participants prioritized the following values for this project to emphasize: 1. Opportunities to escape from the urban environment 2. Places that are convenient/close to home, and 3. Wildlife opportunities (for both intrinsic value and for viewing). An interesting tension was identified by CSU in the discussions and written comments among participants that preferred “nature” to be as natural, wild, and “minimally landscaped” as possible, while others preferred their experience with nature to be more managed and manicured. For example, for some, concrete trails were a negative, but for others, such man-made features were important to provide access and a quality experience. For some, having natural spaces maintained was important; others preferred more of the wild look. For some, “critters” and bugs were a positive, for others, not so much. Another difficult tension that may arise is between the focus on tranquility and open spaces, with the reality that the spaces will likely get busier and busier as the city grows. The more popular a spot becomes the less desirable it may become for some as well. Lastly, Fort Collins is known for being a wonderful town for both bicycling and dog enthusiasts, and the city’s Parks and Natural Areas are critical to both bicyclists and dog- owners. On the other hand, problems with bicyclists and dogs were the most common concerns with Natural Areas when participants were queried. Regardless of which group staff spoke with, the number one issue brought up was connectivity – both for people and for wildlife. 3 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 98 Business Community Outreach Staff met with numerous individuals and groups from the business community to understand how access to nature attracts businesses and employees to the community and whether proximity to nature increases property or rental values. Staff also sought general feedback about the project from the business community. Feedback generally focused on how Fort Collins’ commitment to nature has paid off – the City is attractive and provides a high quality of life. Access to nature does help businesses recruit and retain employees. Anecdotal information suggests a premium of approximately 10% for lots adjacent to open space. The business community asked staff to be mindful of adding costs to the development review process. They asked staff to look for ways that partnerships could be increased to “soften” commercial areas, e.g., the Downtown flowers. They also asked if there were any programs that could help encourage additional natural spaces in commercial areas. In alignment with others, the business community also discussed the need for connectivity through the City and that access to natural or recreational spaces is very important. Additional Open Houses or Events Staff participated in or hosted numerous additional events (see page 1 for a full list). At each of these events, an overview of the project was presented and surveys were administered (either via keypad polling or paper surveys). Key themes discussed at various events include those summarized on page 1. One of the key discussions with various parties included the notion of disparity in access depending on where you lived in the City. For examples, individuals in North Fort Collins and those in older neighborhoods felt disconnected from the City’s open space network, even if it was nearby. Potential solutions discussed were retrofitting connectivity to these various spaces, increasing wayfinding and looking at opportunities to restore stormwater features or other, informal open spaces in their neighborhoods. A focus group held with residents of Fort Collins Housing Authority apartment complexes (Photo by Rebecca Smith) Residents at various outreach events noted the need to connect the City’s open space network. In fact, connectivity was the number one issue brought up at almost every focus group staff held. Other discussions focused on night skies – or the opportunity to see the stars at night, which benefits people and wildlife. Other ideas included designing the transit system to include stops at various open spaces throughout the City. There were also several discussions around the Project Survey A project survey was developed to solicit feedback from the community on whether nature is important to them, where residents access nature, why nature is important to them, and what residents believe this project should focus on, given current strengths and weaknesses. 365 surveys were received and the following graphs summarize the findings from the survey. In this survey, respondents prioritized the following values for this project to focus on: 1. Find opportunities to escape from the urban environment, 2. Create places or restore existing spaces to find beauty, peace or opportunities for relaxation, 3. Support wildlife, plants, and trees, and 4. Create additional opportunities to engage in personal or group/family exercise or play. Full survey results will be available at the beginning of October on the project’s website at www.fcgov.com/natureinthecity. Next Steps The next phase of this project will focus on synthesizing the public outreach and developing a strategic plan for how we can continue to have high quality access to nature close to home. Staff will be receiving feedback about the project from City Council at their October 28, 2014 Work Session. For additional outreach opportunities, please see the project’s website. Would you like to know more about this project? Lindsay Ex, Project Manager (970) 224-6143 lex@fcgov.com www.fcgov.com/natureinthecity Visioning Workshop Participants were asked what three words came to mind when asked to define nature. Note that wordles show which words appear more in the survey, via larger font sizes. In other words, the larger the word, the more respondents used that word to describe nature. 5 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 100 Attachment3.2: Phase One Outreach Summary (2512 : Nature in the City) PHASE ONE SURVEY SUMMARY Background In 2014, the City launched an effort called “Nature in the City” to ensure that, as our community grows to its build-out population, all residents have access to high-quality, natural spaces close to where they live and work. Whether it’s a formal natural area, neighborhood park, or just the open space behind your home, our primary objective is to create and maintain access to nature within Fort Collins. Process 365 surveys were received between March and September 2014. The survey was initially piloted at the March 2014 Visioning Workshop as well as in other focus groups, e.g., the Chamber’s Local Legislative Affairs Committee, and then refined based on feedback. Surveys were presented via keypad polling (“clickers”) or residents could complete them via paper surveys. A copy of this survey is provided at the end of this summary. Demographic data were collected to ensure that the findings were relevant across a broad range of factors, including gender, age, income levels, race, and where individuals live and work throughout the City. Due to multiple data sources, surveys were analyzed in Excel. What’s included in this document? • A summary of the results from 365 respondents to the project’s survey • Detailed results from the survey (page 2) and comparison by demographics (page 10). For more information about the project: www.fcgov.com/natureinthecity Summary of Findings A project survey was developed to solicit feedback from the community on whether nature is important to them and why, where they access nature, and on what they believe this project should focus. Key findings from the survey are as follows: • Residents in Fort Collins strongly value access to nature (92% of respondents indicated nature was important or very important to them). • Most residents feel they have easy access to nature (78% agree or strongly agree), but note that a lack of time (94 respondents) and lack of easy access (48 respondents) are the two biggest barriers to open space access. • The places residents most frequently access nature are the City’s Parks (305 respondents) and Natural Areas (283 respondents). As staff spoke with younger respondents, the numbers for schools and community gardens/local farms rose steadily. Project Survey Results by Question Question 1: Is nature in Fort Collins important to you? Most residents (92% or 231 out of 251) responded that nature was either very important or important to them. Question 2: Do you access nature in the city? Almost all (99%) residents are able to access nature in the city (225 out of 227 respondents). 2 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Yes 99% No 1% Very Important 74% Important 18% Somewhat Important 6% Not Important 2% No Preference 0% Packet Pg. 102 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 3: Where do you access nature in the city? The most cited place where residents access nature is in parks, followed closely by Natural Areas, and then by streams, creeks, and canals. Question 4: In what part of the City do you access nature most often? Access to nature was spread across the City, with areas in the northwest part of town being visited most often (40%). 3 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 305 283 237 197 170 124 115 62 16 14 2 0 50 100 150 200 250 300 350 West of College & North of Drake 40% West of College & South of Drake 25% East of College & North of Drake 18% East of College & South of Drake 16% I don't access nature in the city 1% Packet Pg. 103 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 5: How often do you choose to access nature? Most residents choose to access nature either weekly (51%) or daily (40%). Question 6: I feel I have easy access to nature (within a 10-minute walk). Most residents agree that they have easy access to nature (78%). 4 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Weekly Daily 51% 40% Monthly 8% Annually 1% Other 0% Strongly Agree 59% Agree 29% Disagree 6% Neither Agree or Disagree 5% Strongly Disagree 1% Packet Pg. 104 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 7: What barriers prevent you from accessing nature? The biggest barrier to accessing nature is lack of time (n=94), with lack of easy access being the second most common barrier (n=48). Question 8: Why do you choose to spend time in nature? The most common reason people choose to spend time in nature is for personal exercise or play (n=203). 5 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 203 186 139 138 95 75 56 45 37 22 0 50 100 150 200 250 94 48 36 31 30 29 29 29 16 12 10 0 10 20 30 40 50 60 70 80 90 100 Packet Pg. 105 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 9: Which of these values are most important for you in your neighborhood? As with question 8, the most important reason people access nature in the neighborhood is for personal exercise or play. However, the opportunity to experience beauty, peace or feel relaxed moved from #4 to #2 in terms of preference. 190 154 144 118 110 77 66 59 47 13 0 20 40 60 80 100 120 140 160 180 200 6 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 106 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 10: Considering our current strengths and weaknesses, which of these values should this project focus on the most for the city overall? In this question, the opportunity to escape from the urban environment moves to the top most preferred value to focus on, with wildlife, plants, and trees being the second most preferred item. Of note is that these priorities were consistent overall based on demographics, but that males wanted the project to focus on personal exericse or play as their second priority for the project. Question 11: What part of the City do you live in (by quadrant)? The majority of residents that responded lived in the northwest quadrant of town. 0 20 40 60 80 100 120 140 160 180 200 7 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 West of College and North of Drake 37% East of College and South of Drake 21% West of College and South of Drake 19% East of College & North of Drake 17% Don't live in the City' 6% Packet Pg. 107 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 12: Which part of the City do you work in (by quadrant)? Respondents work in a variety of places across the City. Question 13: Do you own or rent your residence? Respondents were nearly split on home ownership versus being renters. Question 14: What is your gender? Overall, more females responded to the survey than males. 8 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 East of College & North of Drake 30% Don't currently work/am retired 16% West of College & North of Drake 15% Am a student 14% West of College & South of Drake 11% Work outside Fort Collins 7% East of College & South of Drake 7% Own 60% Rent 40% Female 58% Male 42% Packet Pg. 108 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Project Survey Results (cont.) Question 15: What is your race? Approximately 85% of respondents are white, with approximately 5% of the respondents being Hispanic. The remaining 10% of repsondents are multi-racial (2.4%), prefer not to answer (2.4%), and less than 1% each of Asian, Native American, Black, and Hawaiian/Pacific Islander respondents. Fort Collins Demographics from 2012 indicated the population is approximately 82.5% white, 10.3% Hispanic, 2.0% Black, 1.7% Native American, 4.1% Asian, 0.3% Hawaiian/Pacific Islander, and 2.4% is another race. Question 16: What is your household income? Respondents had varying income levels. Preferences for different values did not vary greatly among the different income levels, and across every income level – the opportunity to escape from the urban environment was prioritized. Question 17: What is your age? A variety of folks of different age groups responded to the survey. 9 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 White Hispanic Multi-racial Prefer not to answer Asian Native American Black Hawaiian/Pacific Islander $88,000- 149,999 24% $22,000- 58,999 19% $21,999 or less 19% Prefer not to answer 14% $59,000- 87,999 13% $150,000- 249,999 8% $250,000 or Project Survey Results (cont.) Analysis: How do project priorities compare across income levels? In general, the top three priorities found overall (escape from the urban environment; widllife, plants and trees; and to experience beauty, peace or feel rejuvanated) were consistently in the top three priorities for all income levels. As income levels increased, family exercise or play was also identified as a top priority. Note that only 8 respondents to the survey indicated an income over $250,000, and the priorities in this income level varied greatly, likely as a result of the low number of respondents sampled. Income Levels $21,999 or less $22,000- 58,999 $59,000- 87,999 $88,000- 149,999 $150,000- $249,999 $250,000 or more* Prefer not to Answer Priorities Top Priority Escape from the Urban Environment Wildlife, Plants, Trees Escape from the Urban Environment Escape from the Urban Environment & Family Exercise or Play Escape from the Urban Environment Escape from the Urban Environment; Family exercise or play; To Experience Beauty, Peace or Feel Rejuvenated; and Wide Open Spaces Escape from the Urban Environment Second Priority Wildlife, Plants, Trees Escape from the Urban Environment To Experience Beauty, Peace or feel Rejuvenated Wildlife, Plants, Analysis: How do project priorities compare across genders? In general, the top priorities for men and women were comparable, with men prioritizing family/group exericse or play slighlty higher than women. Gender Male Female Priorities Top Priority Wildlife, Plants, and Trees Wildlife, Plants, and Trees Second Priority Family/group exercise or play Escape from the Urban Environment & To Experience Beauty, Peace or feel Rejuvenated Third Priority Escape from the Urban Environment Family/group exercise or play Analysis: How do project priorities compare across home ownership versus renters? Both home owners and renters prioritized the opportunity to escape from the urban environment and wildlife, plants, and trees, but their third priorities differed. For renters, family/group exercise or play ranked #7 overall, while it ranked #3 for home owners. The opportunity to experience beauty, peace or feel rejuvanted was ranked #3 for renters and #4 for home owners. Home Owners Renters Priorities Top Priority Escape from the Urban Environment Escape from the Urban Environment Second Priority Wildlife, Plants, and Trees Wildlife, Plants, and Trees Third Priority Family/group exercise or play To Experience Beauty, Peace or feel Rejuvenated 11 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 111 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Analysis: How do project priorities compare across where people live? In general, the top priorities were consistent regardless of where respondents lived in the City, with those West of College prioritizing personal or family exercise or play in their top three priorities. East of College & North of Drake East of College & South of Drake West of College & North of Drake West of College & South of Drake Don’t live in the City Priorities Top Priority Wildlife, Plants, and Trees Escape from the Urban Environment Escape from the Urban Environment Escape from the Urban Environment Wildlife, Plants, and Trees Second Priority Escape from the Urban Environment & To Experience Beauty, Peace or feel Rejuvenated To Experience Beauty, Peace or feel Rejuvenated Wildlife, Plants, and Trees Wildlife, Plants, and Trees Family exercise or play Third Priority Convenience/It’s Close to Home and To be Close to or Enjoy Water Wildlife, Plants, and Trees Personal exercise or play Family/group exercise or play Escape from the Urban Environment; Convenience/It’s Close to Home and To Experience Beauty, Peace or feel Rejuvenated 12 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 112 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Analysis: How do project priorities compare across age groups? In general, at least two of the top three priorities found overall (escape from the urban environment; widllife, plants, and trees; and to experience beauty, peace or feel rejuvanated) were consistently in the top three priorities for all age groups. Note there were few respondents who were above the age of 75 or who preferred not to answer this question on the survey. Age Groups Under 18 18-24 25-34 35-44 45-54 55-64 65-74 75+ Prefer not to Answer Priorities Top Priority Wildlife, Plants, Trees Escape from the Urban Environment Escape from the Urban Environment & Wildlife, Plants, and Trees Wildlife, Plants, Trees Family/group exercise or play Wildlife, Plants, and Trees Personal exercise or play Wildlife, Plants, and Trees & To Walk my Dog/Pet Escape from the Urban Environment & To Experience Beauty, Peace or Feel Rejuvenated & Wide Open Spaces (only priorities identified in this group, and all were the same) Second Priority NATURE IN THE CITY: SURVEY 1) Is nature in Fort Collins important to you? a. Not important b. Somewhat important c. Important d. Very important e. No preference 2) Do you access nature in the city? a. Yes, see questions 3 and 4 b. No. If not, why do you not access nature in the city? _____________________________ 3) Where do you access nature in the city? (choose all that apply) a. Natural Areas b. Parks c. Open space in my neighborhood (HOA or other) d. Open space at my office or where I shop e. Schools f. Community gardens or local farms g. Streams, creeks or canals h. Trails i. I don’t access nature j. I don’t access nature within the city k. Other ______________________ 4) In what part of the city do you most often access nature? a. East of College & North of Drake b. East of College & South of Drake c. West of College & North of Drake d. West of College & South of Drake e. I don’t access nature in the city 5) How often do you choose to access nature? a. Daily b. Weekly c. Monthly d. Annually e. Other ______________________ 6) I feel I have easy access to nature (within a 10- minute walk) a. Strongly Agree b. Agree c. Neither agree or disagree d. Disagree e. Strongly Disagree 7) What barriers prevent you from accessing nature? (choose all that apply) a. Lack of easy access, e.g., major street/railroads/traffic b. Unsafe/Afraid/Fear c. Lack of infrastructure, e.g., no sidewalks, trail, or parking d. Too crowded e. Didn’t know it existed f. Not handicap accessible g. Restrictions (no dogs, seasonal closures, cost) h. On private land 10) Considering our current strengths and weaknesses, which should this project focus on the most for the city overall? (rank top 3 values in order) ___ Escape from urban environment/ Fresh Air ___ Wildlife (intrinsic value or viewing), Plants, Trees ___ Personal exercise or play ___ Family exercise or play ___ Convenience/It’s Close to Home ___ To Experience Beauty, Peace, or feel Rejuvenated ___ To be Close to or Enjoy Water ___ To Walk My Dog/Pet ___ Wide Open Spaces ___ Maintain current status ___ Other ______________________ 11) What part of the city do you live in (by quadrant)? a. East of College & North of Drake b. East of College & South of Drake c. West of College & North of Drake d. West of College & South of Drake e. Don’t live in the city 12) What part of the city do you work in? a. East of College & North of Drake b. East of College & South of Drake c. West of College & North of Drake d. West of College & South of Drake e. Work outside Fort Collins f. Don’t currently work/am retired g. Am a student 13) Do you own or rent your residence? a. Own b. Rent 14) What is your gender? a. Male b. Female 15) What is your race? a. Asian b. Black c. Hispanic d. White e. Native American f. Hawaiian/Pacific Islander g. Multi-racial h. Prefer not to answer 16) What is your household income? a. $21,999 or less b. $22,000-58,999 c. $59,000-87,999 d. $88,000-149,999 e. $150,000-$249,999 f. $250,000 or more g. Prefer not to answer 17) What is your age? a. Under 18 b. 18-24 c. 25-34 d. 35-44 Nature in the City Citizens Advisory Committee Stakeholder Group Individual Affiliation Local Expert Dave Leatherman Environmental Group Rick Schroeder (former president of local Audubon Chapter) Former president of local Audubon Chapter, retired biologist Business Representative Nick Haws Fort Collins Chamber of Commerce, engineer with Northern Engineering Design community Roger Sherman BHA, Inc. Health Community Kim Barman CanDo, UC Health Citizen Representative Bryan Tribby Also with CSU HOA Representative Todd Spiller Harvest Park HOA Senior Citizens Joann Thomas Senior Advisory Board Poudre School District Michael Spearnak PSD Landscape installer Lorin Bridger Waterwise Landscapes Larimer County Rob Novak Education (lead on Plug in to Nature) Urban Agriculture Michael Baute Spring Kite Farms CSU Student Trace Evans CSU Natural Resources Joe Piesman Natural Resources Advisory Board Health/Hispanic Community Edgar Dominguez CanDo/Vida Sana Nature in the City Project Team Representation City Departments CSU Departments Community Development and Neighborhood Services Center for Public Deliberation Communications and Public Involvement Fish, Wildlife and Conservation Biology Customer Connections (Utilities) Horticulture and Landscape Architecture Economic Health Institute for the Built Environment Environmental Services FC Moves Additional Partners Information Technology Urban Lab Light and Power (Utilities) Natural Areas Parks Parks Planning and Development Social Sustainability Water Engineering and Field Services (Utilities) Packet Pg. 116 Attachment3.4: List of Citizen Advisory Committee and Project Team Representatives (2512 : Nature in the City) Triple Bottom Line Analysis Map (TBLAM) Project or Decision: Nature in the City brainstorm and discussion, post-breakout session Evaluated by: City-wide interdisciplinary team of staff experts Social Economic Environmental STRENGTHS: • Improves understanding of current access and potential gaps • Current population in the City understands and recognizes the benefits of natural and ecological functions and assets • Willingness to pay for access to nature, e.g., HOAs • Maintain and improve local habitat for species • Topic supports City Plan and other master plans – alignment with adopted plans • Bring awareness to pocket areas in town that have been neglected • Bragging rights for the City – demonstration community STRENGTHS: • As land redevelops, how do we still accommodate nature/natural amenities? • Willingness to pay for access to nature, e.g., HOAs • Could stimulate reinvestment in certain areas in close proximity to natural assets, e.g., Odell Brewing Co.- for both home owners and businesses • Bragging rights for the City – demonstration community STRENGTHS: • Improves understanding of current access and potential gaps • Willingness to pay for access to nature, e.g., HOAs • Maintain and improve local habitat for species • Bring awareness to pocket areas in town that have been neglected • Bragging rights for the City – demonstration community • Identifying and protecting informal natural areas • Process could discover new environmental assets • Improves our understanding of connectivity between habitat patches • Gain better understanding of what wildlife and vegetation we have in the City LIMITATIONS: • As land redevelops, how do we still accommodate nature/natural amenities? • Intentions not aligned with expectations – not everyone wants wildlife in their backyard, conflicting opinions on this issue • Existing policies/regulations may not be in alignment with this project’s vision • Outdated GIS layers • Existing ditch system structure not conducive to multi- functional use of land • Private property concerns, government involvement and how far we go with regulating this • Defining nature is difficult, which could make establishing a baseline experience difficult, e.g., how do we convey that a “poor quality area” from an ecological perspective still has value? • How do we balance the need for smart growth with the need for environmental protection? When there is a conflict, who wins? OPPORTUNITIES: • Collaboration potential between neighbors and developers • To make some areas multi-functional, multi-jurisdictional • Partnerships with PSD and CSU, provide kids to access, ensure 10 minute walk to schools • Opportunities for public/private partnerships in building, maintaining, etc. • Collaboration at the local level could lend itself towards enhanced neighborhood cohesion – enhance social cohesion • Opportunity for ownership in small pockets of the community • Improved air and water quality with more natural systems • Revisit policies to obtain alignment, e.g., irrigation ditches • Update GIS layers • Build on existing programs, e.g., Climatewise and Certified Natural Areas, and alignment with City’s vision • As redevelopment occurs, opportunity to increase access to nature, and we could be a demonstration of what’s possible • More progressive legal strategies, other tools in our conservation toolbox • Create the processes for collaborations to occur, e.g., Prospect and Timberline or residences • Bring in the irrigation ditch system • Incentivize residential landscaping as opposed to regulating it, shift landscape aesthetic • Encourage volunteerism through incentives • Honor and recognize competing missions – find a way to support them both and ID what collaborations arise • Greater access to the environment – create more chances for positive interactions, better stewardship of nature and the environment • New inventory data collection presents an opportunity to make “discoveries”. Also an opportunity to share the data (discoveries) with the public. May enhance the experience at sites. • Promote the relationship between physical health and the environment • Opportunity to educate neighbors that “Nature Areas” with taller grasses do not necessarily mean that homes are more vulnerable to wild fires. This would help to educate neighbors of City-owned natural areas as well. OPPORTUNITIES: • Give bonus credits for providing access to nature or by locating a project within the 10 minute walking distance (Give bonus credits when considering public financing (URA, business assistance) if a property/business owner provides access to nature or by locating a project within the 10 minute walking distance) • • Opportunities for public/private partnerships in building, maintaining, etc. • Amenity that can be sellable, livability component that can affect a project’s bottom line • Property values increase when in close proximity to natural areas • Collaboration at the local level could lend itself towards enhanced neighborhood cohesion – enhance social cohesion • Improved air and water quality with more natural systems • Revisit policies to obtain alignment THREATS: • Could limit affordability of housing in Fort Collins • May need to find alignment with groups in towns they aren’t supportive of these types of efforts/plans (SDIC) • More interactions with nature may create more conflicts with nature • More access/more use could lead to degradation • Future population growth – could impact access, experience, • Maintenance costs could increase in native habitats, e.g., weed management, etc. • Enforcement of regulations could increase costs • More public lands = more removal of lands from the property tax roll and affects the budget • Conflict potential between neighbors and developers • Fear of “Nature Areas” providing fuel for fires. THREATS: • Could limit affordability of housing in Fort Collins • More access/more use could lead to degradation – more costs to maintain • Maintenance costs could increase in native habitats, e.g., weed management, etc. • Enforcement of regulations could increase costs • More public lands = more removal of lands from the property tax roll and affects the budget • Existing ditch system structure • Could affect affordability for businesses to relocate/expand in Fort Collins • Less public revenue to support these efforts, e.g., budget cuts, failed tax initiatives THREATS: • More interactions with nature may create more conflicts and/or safety concerns with nature • More access/more use could lead to degradation • Future population growth – could impact access, experience, • Maintenance costs could increase in native habitats, e.g., weed management, etc. NOTES: Form Completed January 2014 This form is based on research by the City of Olympia and Evergreen State College Packet Pg. 119 Attachment3.5: Nature in the City TBL Analysis (2512 : Nature in the City) PUBLIC ENGAGEMENT PLAN PROJECT TITLE: NATURE IN THE CITY OVERALL PUBLIC INVOLVEMENT LEVEL: Involve/Collaborate KEY STAKEHOLDERS: • City Departments, especially Natural Areas, Utilities, Parks, and Sustainability • Colorado State University, e.g., Conservation Development Research Team and the Institute for Built Environment • Business Associations, development community and design professionals • Environmental groups • Interested citizens, general public • Poudre School District • CanDo • Homeowners Associations • Larimer County BOTTOM LINE QUESTION: As our development patterns change from greenfield development to infill and redevelopment, how do we ensure every citizen access to nature? TIMELINE: November 2013 – March 2015 Phase 1: Involve/Collaborate Timeframe: November 2013 – August 2014 Description: This phase will assess our existing assets/gaps of Nature in the City from a triple bottom line perspective. The public engagement will focus on collecting data to support the inventory/assessment. Key Messages: • We will solicit feedback on what we mean by access to nature, e.g., develop a spectrum (based on feedback) of what ideal vs. acceptable. vs. unacceptable access to nature looks like • We want to understand what areas, species, and other aspects of nature are important to our community, e.g., we could ask questions such as the following: o Where are the special places you like to visit? What spaces do you walk/bike/drive to/through? o What species are important to you? Where do you see them? o What are key viewsheds or viewing corridors? Do you see these when walking, driving, etc.? o What spaces do you want to make sure we don’t lose? o What does nature in the city mean to you? (nature within city limits/growth management area) • We are assessing where the gaps and opportunities are within our existing natural system from a triple bottom line perspective. Tools and Techniques • Social media – website, facebook, twitter, Idea Lab, Next Door – to solicit initial ideas, announce events, and for project updates • Citizens Advisory Committee – to help frame questions, design public engagement efforts, and provide feedback on project direction • Open House/Focus Groups/Survey – to solicit responses on overall questions • Online, Interactive Mapping Tool and Survey – to solicit responses from a spatial perspective to the above- listed questions • Boards/Commissions/Council – for feedback and direction • Inventory – provides opportunity to engage with the public and share the project’s messages 1 Nature in the City – Draft Public Engagement Plan Packet Pg. 120 Attachment3.6: Nature in the City - Public Engagement Plan (2512 : Nature in the City) PHASE 2: Involve/Collaborate Timeframe: August 2014 – December 2014 Description: This phase will focus on understanding our opportunities and challenges based on the assessment. A strategic plan will be developed to address the critical issues uncovered in Phase One. Key Messages: • Now that we understand where the gaps/strength areas are, what strategies should be prioritized to fill in those gaps? • What policies should be established to ensure that these strategies are implemented, e.g., a policy of a 10- minute walk to accessible nature? • We’re seeking to align various efforts between departments Tools and Techniques: • Social media – website, facebook, twitter, Next Door –announce events, project updates • Citizens Advisory Committee – to review data collected, identify strategies for filling in the gaps • Open House/Focus Groups – review proposed strategies and offer additional ideas/strategies • Boards/Commissions/Council – for recommendations and adoption PHASE 3: Inform and Consult Timeframe: December 2014 – March 2015 Description: This final phase will be the development of regulatory changes, e.g., the development review process, and/or design guidelines to help implement the strategic plan adopted in Phase 2. Key Messages: • We’re developing the tools necessary to implement the strategic plan, e.g., what tools can a resident, business owner, or developer utilize to incorporate Nature in the City? • We’re developing incentives (other tools?) to encourage Nature in the City elements in the gap areas identified in the City. Tools and Techniques: • Social media – website, facebook, twitter, Next Door –announce events, project updates • Citizens Advisory Committee – review regulatory changes proposed, offer suggestions • Open House/Focus Groups – review proposed strategies and offer additional ideas/strategies • Boards/Commissions/Council – for recommendations and adoption 2 Nature in the City – Draft Public Engagement Plan Packet Pg. 121 Attachment3.6: Nature in the City - Public Engagement Plan (2512 : Nature in the City) 1 City Council Work Session Bruce Hendee, Lindsay Ex October 28, 2014 NATURE IN THE CITY Packet Pg. 122 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 2 QUESTIONS FOR COUNCIL 1.What is Council’s feedback on the results from Inventory and Assessment (Phase One)? 2.Is the project headed in the direction Council expected? 3.Are there additional questions or thoughts Council would suggest staff explore? Packet Pg. 123 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 3 WHAT IS THIS PROJECT’S FOCUS? • Complement existing programs by identifying linkages between public and private lands. • Ensuring access to nature in the urban environment; • Enhance or restore places throughout the City; • Seeking a variety of experiences at all scales; and • Providing access close Nashville Naturally Plan for Downtown (The Conservation Fund) Packet Pg. 124 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 4 PROJECT GOAL: DEVELOP A VISION FOR INCORPORATING NATURE INTO THE URBAN ENVIRONMENT Packet Pg. 125 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 5 INVENTORY AND ASSESSMENT: SOCIAL VALUE TO PEOPLE (SOCIAL) • What are the benefits of nature (physical and mental health, social interactions, etc.)? • How do people use and value nature? § Build on existing work § Informal and formal natural spaces Packet Pg. 126 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 6 INITIAL FINDINGS: Where do people access nature in the city? INVENTORY AND ASSESSMENT: SOCIAL 0 100 200 300 400 Packet Pg. 127 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 7 INITIAL FINDINGS: What is most important for this project to focus on? 0 40 80 120 160 200 INVENTORY AND ASSESSMENT: SOCIAL Packet Pg. 128 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 8 INVENTORY AND ASSESSMENT: SOCIAL INITIAL FINDINGS – ADDITIONAL FINDINGS • Connections to natural spaces/recreation are important – for people and for wildlife • Other feedback: • Wayfinding, • Disparities across the City in access, • How to achieve this without adding (too much) cost Packet Pg. 129 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 9 INVENTORY AND ASSESSMENT: ECONOMIC KEY QUESTIONS: VALUE TO PEOPLE (ECONOMIC) • How does access to nature affect property values? • How does access to nature affect business attraction, retention, etc.? • What ecosystem services do these spaces provide? Packet Pg. 130 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 10 INITIAL FINDINGS – LOCAL FEEDBACK • Fort Collins commitment to nature has paid off • Be mindful of added costs to development/business • Seek ways to “soften” commercial areas • Identify incentives and other partnerships to beautify urban areas • Connections to natural spaces/recreation are important INVENTORY AND ASSESSMENT: ECONOMIC Photo Credit: Mrp 2863198 Packet Pg. 131 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 11 INVENTORY AND ASSESSMENT: ENVIRONMENTAL • How do various sites contribute to the City’s wildlife habitat? • How does site size, landscape position, land use, etc. affect wildlife in the City? 166 sampling sites – assessing birds, butterflies, and vegetation Packet Pg. 132 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 12 Painted Lady INITIAL FINDINGS: 33 species of butterflies 88 species of birds Western Tanager INVENTORY AND ASSESSMENT: ENVIRONMENTAL Packet Pg. 133 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 13 INVENTORY AND ASSESSMENT: ENVIRONMENTAL INITIAL FINDINGS • Land use is a strong driver for species diversity # of species 0 10 20 30 40 birds butterflies Packet Pg. 134 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 14 INVENTORY AND ASSESSMENT: ENVIRONMENTAL INITIAL FINDINGS • Land use also affects types of birds observed 0% 20% 40% 60% 80% 100% urban avoiders neutral urban adapted Packet Pg. 135 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 15 PRIORITIES IDENTIFIED (TO DATE) • Continue current policies • Connectivity – people and wildlife • Access to nature (10-minute walk) • Increase wildlife habitat • Irrigation Ditches • Seek incentives for new and existing developments • Urban agriculture • Coordinate with Climate Action Plan efforts • Mowing/weed control policies PHASE 2: DEVELOP STRATEGIC PLAN 10 minute walking distance (orange) to public lands (green) Packet Pg. 136 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 16 • Demonstration Project(s) • Living Wall (Spring 2015) • Design guidelines • Incentives for redeveloping existing sites • Land Use Code changes PHASE 3: IMPLEMENT ACTION ITEMS Top: Chirpchick Bottom: Living Wall Concept Design Packet Pg. 137 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 17 PROJECT OUTREACH • Outreach Conducted to Date • Six Boards and Commissions • Citizens Advisory Committee • Over 1,000 residents engaged via project survey • Targeted outreach to the Business Community • Extensive partnerships with CSU and Poudre School District • Upcoming Engagement Efforts • Super Issue Meeting (Boards and Commissions) – Oct 27 • Visual Preference Survey (Nov) • Focus group with environmental organizations (Winter ‘15) • Online survey and draft plan will be available for review (Winter ‘15) Packet Pg. 138 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 18 PHOTO CONTEST Photo Credits: Top: Boxcar Oscar (Far Left); Fresh Air Fort Collins (Left); John Bartholow (Right); Paul Avery (Far Right) Bottom: John Bartholow (Far Left); Michelle Finchum (Left); Ava Diamond (Right); Carol Evans (Right) Packet Pg. 139 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 19 NEXT STEPS • Phase 1: Inventory and Assessment § Complete Environmental Analysis (Dec ‘14) • Phase 2: Strategic Plan § Revise list of issues/policies § Draft Plan (Nov ‘14 – Jan ‘15) § Council Adoption (Early Spring ‘15) • Phase 3: Implementation § Design Guidelines (Nov – May ‘15) § Design the green wall (May Photo Credits: Top: John Bartholow Bottom: Molly Rosey Packet Pg. 140 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 20 QUESTIONS FOR COUNCIL 1.What is Council’s feedback on the results from Inventory and Assessment (Phase One)? 2.Is the project headed in the direction Council expected? Are there additional questions or thoughts Council would suggest staff explore? Packet Pg. 141 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) 21 City Council Work Session Bruce Hendee, Lindsay Ex October 28, 2014 NATURE IN THE CITY Packet Pg. 142 Attachment3.7: Powerpoint Presentation (2512 : Nature in the City) DATE: STAFF: October 28, 2014 Josh Birks, Economic Health Director Bruce Hendee, Chief Sustainability Officer WORK SESSION ITEM City Council SUBJECT FOR DISCUSSION Economic Health Strategic Plan Update. EXECUTIVE SUMMARY The purpose of this agenda item is to review a proposed update to the Economic Health Strategic Plan approved by City Council on June 26, 2012 (Resolution 2012-044; Vote: 7-0 in favor). The update responds to a City Council request to evaluate changes to the existing strategic plan and seeks alignment with the objectives of the Sustainability Service Area (formed in 2012). The update introduces five themes around which to organize the City’s economic health activities:  Embracing the Climate Economy  Shared Prosperity  Grow Our Own  Think Regionally  Place Matters. GENERAL DIRECTION SOUGHT AND SPECIFIC QUESTIONS TO BE ANSWERED 1. Does City Council support the five themes as presented in the draft plan? 2. Are there any strategies or actions missing from the updated plan that Council feels the Economic Health Office should consider? 3. Are there any strategies or actions in which the City should not be involved? BACKGROUND / DISCUSSION What is Economic Health? The City of Fort Collins intentionally uses the terms “Economic Health” to describe the community’s engagement with the economy. The meaning of health refers to a “general condition of…soundness” to “vitality” (Dictionary.com). The concept of soundness and vitality are a key reasons the City uses the word “health” versus “development” when discussing economic activities. The objective is overall soundness and long-term vitality not short-term or individualized gain. In addition, the focus on triple bottom line thinking further reinforces the commitment to a more holistic view of the economy’s role in our community. Therefore, the objective of Economic Health is a sustainable economy. A sustainable economy means that residents can find employment and afford to live in the community; that businesses are able and encouraged to start, remain, and expand in the community; and that everyone can expect quality City services and sustainable attractive infrastructure. ECONOMIC HEALTH VISION: Promote a healthy, sustainable economy reflecting community values Packet Pg. 143 October 28, 2014 Page 2 Why a Revisit? In 2011 and 2012, the Economic Health Office (EHO) led a process to update the community’s strategic plan related to economic health. The update followed the City Plan update process completed in early 2011. It was the intent for the update to move beyond the previous 2005 Economic Health Action Plan by developing guiding principles and strategic goals to guide future economic health activities. In 2012, the Economic Health Office joined the Sustainability Service Area (SSA) shortly before the previous version of the Economic Health Strategic Plan (EHSP) was adopted in June 2012. Now, two plus years into the partnership with Environmental Services and Social Sustainability that was formed when SSA was created, there is a need to align the EHSP with SSA division objectives. Enhancing community resiliency is a key part of this alignment. In addition, alignment between the three departments of the SSA division will be enhanced by calling out specific goals and strategies that describe the triple bottom line. This revisit attempts to describe the overlap between the three individual departments. These goals and strategies are intended to enhance the partnering opportunities between the departments and aid in describing collective objectives. Finally, the revisit is intended to consider several emerging challenges facing the City of Fort Collins economy. These challenges include:  Climate change;  Community build-out;  Pace of innovation or disruptive technologies; and  Workforce demographic shifts. While many of these challenges are not unique to Fort Collins, they will have unique implications. This update attempts to address these issues through revisions and changes to the previously adopted guiding principles and strategic goals. It is not the intent of this update to rewrite or negate the existing adopted EHSP, but rather to enhance the previous version for the reasons stated above. Plan Structure The plan adopts the same structure as the Social Sustainability Department Plan presented to City Council in early 2014. The plan is laid out in themes. Each theme section includes relevant current conditions, a vision for the future, the role of the City, and numerous goals. The goals include specific actions, a desired outcome, and metrics to evaluate success. Finally, the goals include a preliminary timeline for the major actions. Additional Work Completed The EHO has completed two major pieces of additional analysis since the Economic Health Strategic Plan was approved in 2012.  Cluster Strategy 2.0 - An update to the Targeted Industry Cluster program completed by TIP Strategies in 2013. The study proposed several adjustments to the cluster program including the introduction of a competitive funding program for distributing cluster dollars.  Larimer County Labor Force Study - The study, completed by TIP Strategies, does a deep dive on the existing and anticipated labor force in Larimer County, including information on commute patterns, skills gap, and available jobs. Each of these documents has been used in developing this update to the Economic Health Strategic Plan. Packet Pg. 144 October 28, 2014 Page 3 Overview of Themes The plan includes five themes. The themes are intended to organize the economic health activities of the City. The themes and proposed vision for each are provided below:  Embracing the Climate Economy - Businesses adapt to climate change "in place" and leverage community carbon reduction goals to develop new products and services  Shared Prosperity - Employment opportunities exist across the income and education/skill spectrums  Grow Our Own - Our innovation ecosystem fosters the development of new and creative industry  Think Regionally - A region that partners to address issues which extend beyond municipal boundaries  Place Matters - A balanced built and natural environment that the community (including employers and talent) takes pride in. The plan identifies current conditions, the City’s role, and proposed goals with actions, metrics and desired outcomes. The additional detail is provided in the attached Draft Economic Health Strategic Plan Update. Public Engagement The revisit of the strategic plan relies on public engagement gathered as part of the 2012 strategic planning process, including:  Public engagement on City Plan  Focus groups with key stakeholders (cluster managers, primary employers, small employers)  Several working sessions with the Economic Advisory Commission In addition, the revisit looks to public engagement conducted to develop the City’s Strategic Plan in late 2013 and early 2014. Finally, additional public engagement was conducted in the development of this draft, including:  A presentation of the five themes to the Economic Advisory Commission in September 2014 (draft minutes included)  An overview of the revisit to the Fort Collins Area Chamber of Commerce - Local Legislative Affairs Committee in October 2014  Individual discussions with community partners (e.g., Rocky Mountain Innosphere, Larimer County Small Business Development Center, Larimer County Workforce) Additional public engagement is planned for November and December and will include at a minimum presentations to the following boards and commissions (See the attached Public Engagement Plan Overview):  Economic Advisory Commission  Natural Resources Advisory Board  Air Quality Advisory Board  Community Development Block Grant Commission  Super Board Meeting - to include representatives from all interested boards and commissions (optional) Next Steps EHO staff currently is targeting a presentation of the final revised plan to City Council for approval at its January 20, 2015 regular meeting. Prior to this presentation, staff will conduct additional public engagement as outlined above and directed by City Council. The public engagement and comments from City Council will be used to refine the plan. The final plan will include infographics similar to those presented in the Social Sustainability Department Plan for each of the five thematic areas. Finally, the plan will be laid out in a similar fashion, with images and graphics, to the Social Sustainability Department Plan for continuity and parallel structure. Packet Pg. 145 October 28, 2014 Page 4 ATTACHMENTS 1. Draft Economic Health Strategic Plan Update - 2014 (PDF) 2. Cluster Strategy 2.0 (PDF) 3. Larimer County Labor Force Study, 2014 (PDF) 4. Larimer County Labor Force Study - Snap Shot, 2014 (PDF) 5. Staff Presentation (PPTX) 6. Public Engagment Plan Overview - Economic Health Strategic Plan Update (DOC) Packet Pg. 146 DRAFT Economic Health Strategic Plan: 2014 Update Addendum/Revisit of 2012 Strategic Plan Project Sponsor: Bruce Hendee Project Manager: Josh Birks Prepared: October 21, 2014 Packet Pg. 147 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT This page intentionally left blank. Packet Pg. 148 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT Contents Economic Health Strategic Plan: 2014 Update ............................................................................................. 1 What is Economic Health? ........................................................................................................................ 1 Why a Revisit? ........................................................................................................................................... 1 Plan Structure ........................................................................................................................................... 2 Additional Work Completed ..................................................................................................................... 2 A. Shared Prosperity .................................................................................................................................. 3 Challenges ................................................................................................................................................. 3 Our Vision .................................................................................................................................................. 3 Our Role .................................................................................................................................................... 3 B. Grow Our Own ...................................................................................................................................... 7 Challenges ................................................................................................................................................. 7 Our Vision .................................................................................................................................................. 7 Our Role .................................................................................................................................................... 7 C. Place Matters ...................................................................................................................................... 11 Challenges ............................................................................................................................................... 11 Our Vision ................................................................................................................................................ 11 Our Role .................................................................................................................................................. 11 D. The Climate Economy ......................................................................................................................... 15 Challenges ............................................................................................................................................... 15 Our Vision ................................................................................................................................................ 15 Our Role .................................................................................................................................................. 15 E. Think Regionally .................................................................................................................................. 19 Challenges ............................................................................................................................................... 19 Our Vision ................................................................................................................................................ 19 Our Role .................................................................................................................................................. 19 Acknowledgements ................................................................................................................................. 22 Packet Pg. 149 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT This page intentionally left blank. Packet Pg. 150 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 1 | Page What is Economic Health? The City of Fort Collins intentionally uses the terms “Economic Health” to describe the community’s engagement with the economy. The meaning of health (see definition from dictionary.com below) refers to a “general condition of…soundness” and “vitality.” The City uses the word “health” versus “development” when discussing economic activities because the objective is overall soundness and long‐term vitality not short‐term or individualized gain. In addition, the focus on triple bottom line thinking further reinforces the commitment to a more holistic view of the economy’s role in our community. Health [helth]; noun From the Old English word hælþ meaning "wholeness, a being whole, sound or well" 1. The general condition of the body or mind with reference to soundness and vigor. 2. Soundness of body or mind; freedom from disease or ailment. 3. A polite or complimentary wish for a person's health, happiness, etc., especially as a toast 4. Vigor; vitality Therefore, the objective of Economic Health is a sustainable economy. A sustainable economy means that residents can find employment and afford to live in the community; that businesses are able and encouraged to start, remain, and expand in the community; and that everyone can expect quality City services and sustainable attractive infrastructure. ECONOMIC HEALTH VISION: Promote a healthy, sustainable economy reflecting community values1 Why a Revisit? In 2011 and 2012 the Economic Health Office (EHO) led a process to update the community’s strategic plan related to economic health. The update followed the City Plan update process completed in early 2011. It was the intent for the update to move beyond the previous 2005 Economic Health Action Plan by developing guiding principles and strategic goals to guide future economic health activities. In 2012, the Economic Health Office joined the Sustainability Service Area (SSA) shortly before the previous version of the Economic Health Strategic Plan (EHSP) was adopted in June of 2012. Now there 1 Taken from the City of Fort Collins Strategic Plan, 2014 Packet Pg. 151 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 2 | Page is a need to align the EHSP with SSA division objectives. Enhancing community resiliency is a key part of this alignment. In addition, alignment between the three departments of the SSA division will be enhanced by calling out specific goals and strategies that describe the triple bottom line. This revisit attempts to describe the overlap between the three individual departments. These goals and strategies are intended to enhance the partnering opportunities between the departments and aid in describing collective objectives. Finally, the revisit is intended to consider several emerging challenges facing the City of Fort Collins economy. These challenges include:  Workforce demographic shifts ;  Pace of innovation or disruptive technologies;  Climate change; and  Community build‐out. While many of these challenges are not unique to Fort Collins they will have unique implications. This update attempts to address these issues through revisions and changes to the previously adopted guiding principles and strategic goals. It is not the intent of this update to re‐write or negate the existing adopted EHSP but rather to enhance the previous version for the reasons stated above. Plan Structure The plan adopts the same structure as the Social Sustainability Department Plan present to City Council in early 2014. The plan is laid out in themes. Each theme section includes relevant current conditions, a vision for the future, the role of the City, and numerous goals. The goals include specific actions, a desired outcome, and metrics to evaluate success. Finally, the goals include a preliminary timeline for the major actions. Additional Work Completed The EHO has completed two major pieces of additional analysis since the Economic Health Strategic Plan was approved in 2012.  Cluster Strategy 2.0 ‐ An update to the Targeted Industry Cluster program completed by TIP Strategies in 2013. The study proposed several adjustments to the cluster program including the introduction of a competitive funding program for distributing cluster dollars.  Larimer County Labor Force Study ‐ The study, completed by TIP Strategies, does a deep dive on the existing and anticipated labor force in Larimer County, including information on commute patterns, skills gap, and available jobs. Each of these documents has been used in developing this update to the Economic Health Strategic Plan. Packet Pg. 152 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 3 | Page A. Shared Prosperity Supporting a sustainable economy means enhancing the opportunities for all residents to participate in the local economy. The City creates an atmosphere where business that align with community values thrive and focuses on retaining, expanding, incubating and, lastly, attracting businesses. These efforts focus on Targeted Industry Clusters (clean energy, water innovation, bioscience, technology ‐ chip design/enterprise software, local food) and Sectors (advanced manufacturing, healthcare, and creative industries). In addition, the City supports businesses that exemplify the overall character of the community. Finally, enabling systems that ensure a skilled workforce that meets the needs of local employers through partnerships with other economic development organizations is important. Enhancing the ability of residents to share in our community’s prosperity will require a shift in focus from “primary jobs” to “base jobs”2. Challenges  Rising income disparity  Skills mismatch  Barrier to new business formation  Barriers/access to employment  Persistent underemployment  Shift in manufacturing jobs  Increase in out commuters  Shift in labor force demographics (Boomers/Millennials)  Rising cost of education  Stagnant incomes  Lag between education and employers  Rising student debt  Disproportionate unemployment by education level Our Vision Employment opportunities exist across the income and education/skill spectrums Our Role  Ensure that policies, land use regulations, and other activities preserve and encourage employment activity  Ensure alignment of Economic Health goals and strategies in the City organization, with strategic partners, and in the community 2 Base jobs include jobs within the key traded sectors (traditional primary employer industries) and the essential support service industries for these sectors (e.g., financial services, legal services, professional and technical industries, and healthcare). Packet Pg. 153 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 4 | Page  Support workforce development and community amenity initiatives that meet the needs of Fort Collins employers  Catalyze industry sectors and clusters to increase economic diversification  Prioritize capital investment to facilitate development of employment lands Goal A.1: Close the Skills Gap and increase Career Pathways in the community Create alignment between employers, workforce center and educational institutions regarding future workforce needs  Develop and administer annually an Employer Satisfaction Survey  Research the need –engage in a “Voice of Customer” exercise targeting major employers  Convene partners to develop a process of cross collaboration  Support private industry identification of short‐ and long‐term skills needed in the workforce to assist educational institutions in curriculum development  Identify and assist partner organizations and companies  Continue to develop the Advanced Manufacturing, Healthcare, and Creative Industry sectors in collaboration with the State’s Office of Economic Development and International Trade (OEDIT) Metrics  Number of Graduates with degrees/certificates placed in the local workforce  Labor participation rate  Employer Satisfaction Survey – Access to work ready employees locally Goal A.2: Employment opportunities for a greater number of residents Diversify employment opportunities through business retention, expansion, incubation and attraction  Continue to convene and invest in targeted clusters/sectors and their supply chain  Refine and enhance City's direct assistance tools ‐ target a wide range of businesses with an emphasis on base jobs  Enhance the Manufacturing Use Tax Rebate program to reduce cost of business investment  Understand supply chain gaps and complimentary business/industry to our economy  Develop a targeted marketing plan to "tell our story" beyond the region  Participate in cross‐functional teams to ensure that policies, land use regulations, capital investment, and other activities support employment activity Metrics  Location quotient of targeted industries and sectors  Unemployment rate compared to County and State  Workforce distribution within the labor shed (e.g., outbound commuters as a percentage of labor force)  New business formation by industry/sector Packet Pg. 154 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 5 | Page Goal A.3: Provide resources that enhance the ability of business to succeed in the City (LINKED TO B.1) Identify and coordinate resources that support businesses in the City  Engage businesses through a variety of methods (e.g., site visits, surveys, kitchen cabinets, events) to understand needs – linked to the “Voice of Customer” activity described in A.1  Assign EHO Staff to liaison with Workforce Center, Larimer County Small Business Development Center (SBDC), Front Range Community College, Colorado State University (CSU), Rocky Mountain Innosphere (Innosphere), and others regarding support services for businesses  Maintain relationships with top/growing employers with an emphasis on Targeted Industry Clusters and Sectors  Continue support of incubation facilities and services, including Rocky Mountain Innosphere, Galvanize, and others. Metrics  Layoffs and business relocations/reductions  Private investment in new manufacturing equipment (as measured by use tax receipts)  Output per capita (measure of productivity) – in Target Industries and Sectors Goal A.4: Increase the number of work ready employees Develop career pathways across educational attainment levels  Expand access to training programs, including short‐term skill building programs to build career pathways that allow individuals to secure a job or advance in high‐demand industry and occupations  Identify additional funding sources to support on‐the‐job training for new and incumbent workers  Support workplace education and training opportunities Metrics  Use of training grants and opportunities  Employer Satisfaction Survey – Access to work ready employees locally  Labor participation rate  Per capita income NOTE: This plan recognizes the significant efforts and focus of the Social Sustainability Department to address income inequality. The goals described under this theme represent one end of a spectrum of efforts related to income inequality. As such, the actions suggested in this plan are intended to compliment the work of SSD. The success of the plan relies on success of the SSD strategic plan and efforts and vice versa. Packet Pg. 155 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 6 | Page This page intentionally left blank. Packet Pg. 156 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 7 | Page B. Grow Our Own Fort Collins has numerous sources of innovation, intellectual property and inventions within its City limits, including Colorado State University, federal research labs and a long list of innovative companies. As a result, the city has one of the highest rates of innovation in the United States, producing 10 patents per 10,000 residents. This fact, coupled with the recognition that entrepreneurship can be a powerful engine of economic prosperity has led the City to identify innovation as a cornerstone of the Fort Collins economy. This theme focuses on nurturing entrepreneurship and innovation across the spectrum of companies – small to large and existing to start‐up. Challenges  Lack of capital  Disjointed/misaligned resources  Barriers to spin‐out  Barriers to new business formation  Challenges to retaining start‐up and 2nd stage businesses  Infrastructure deficiencies  Lack of critical mass in certain target industry clusters  Failure to convert intellectual property (patents) into new businesses  Lack of suitable and affordable sites to accommodate high‐growth companies Our Vision Our innovation ecosystem fosters the development of new and creative industry Our Role  Ensure alignment of resources such as reliable, ultra‐high speed internet services across the community to incubate new businesses and support entrepreneurs  Identify barriers to spin‐out, new business formation, and conversion of intellectual property to economic activity and develop new approaches to address the identified barriers  Work with business community to ensure an adequate supply of employment land (office and industrial) to meet the need of new business formation and expansion Goal B.1: Increase economic activity through innovation and entrepreneurism (LINKED TO A.3) Remove barriers and provide support to spin‐out, new business formation, and conversion of intellectual property to economic activity  Inventory existing resources and understand barriers and gaps ‐ publish and share Packet Pg. 157 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 8 | Page  Ensure alignment of resources across local and regional organizations to address barriers and gaps  Convene partners that provide support services to entrepreneurs, including Innosphere, Galvanize, SBDC, CSU, Blue Ocean, SpokesBuzz  Ensure City's policies and regulations support and encourage business formation  Leverage cluster funding to address barriers within specific industries (e.g., talent development, market expansion, etc.)3  Strengthen manufacturing, healthcare and creative industry sector activities ‐ consider drawing in technology companies to these sectors  Connect with state partners (US Patent Office, OEDIT, etc.) and leverage other funding sources Metrics  New business formation by industry/sector  Total number of patents and patents per 10,000 residents  Research Spending – CSU, Research Labs, Private Sector (if available) Goal B.2: Increase the number of new start‐ups and entrepreneurs (LINKED TO D.2, A.2, AND C.4) Retain, develop, and recruit entrepreneurs and cutting‐edge companies  Complete a land readiness analysis of existing office and industrial vacant land to understand the supply of employment land and barriers to development  Support programs/events that promote entrepreneurs (e.g., Blue Ocean Challenge)  Create a program (“hackathon” or issue challenge) that would help the City meet its goals or address its challenges through innovative solutions  Leverage funding to target new business formation by underserved populations (e.g., veterans, disable individuals, minorities and women)  Continue to develop the Advanced Manufacturing, Healthcare, and Creative Industry sectors in collaboration with the State’s Office of Economic Development and International Trade (OEDIT) Metrics  Location quotient of targeted industries and sectors  New business formation by industry/sector  Output per capita (measure of productivity) – in Target Industries and Sectors 3 Cluster Strategy 2.0 outlines a number of program objectives Packet Pg. 158 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 9 | Page Goal B.3: Invest in enhancements to entrepreneurism and innovation infrastructure (LINKED TO C.4) Develop and support infrastructure that encourages entrepreneurism and innovation  Promote the development of reliable, ultra‐high speed internet services throughout the community – emphasize the role of broadband equity  Sponsor and promote accelerators and incubators (e.g., Innosphere, Galvanize, SBDC, Power House, CSU Research Innovation Center)  Create an innovation district that will create a strong hub for entrepreneurial activities ‐ anchored by Innosphere & CSU Power house Energy Institute  Leverage the City's role as a large consumer and market maker to foster innovation and support innovative companies and entrepreneurs.  Partner to develop a Creative District, as defined by the State of Colorado, to support the promotion of arts and culture activities that attract entrepreneurs and an educated workforce  Sponsor and promote creative spaces (e.g., Carnegie Building, Southeast Creative Community Center) Metrics  New business formation by industry/sector  Businesses supported by partners (e.g., Innosphere, Galvanize, SBDC, Power House)  Jobs created, capital raised, sales increased by supported businesses  Dollars of public investment in infrastructure Goal B.4: Increase capital to support start‐up companies and entrepreneurs Support the development of new and enhanced capital access tools for entrepreneurs and cutting‐edge companies  Consider using Cluster Funding to develop new or enhanced capital access programs that are industry specific  Evaluate/Develop/Implement the use of Section 108 funds to support business lending (revolving loan/micro finance)  Consider the use of CDBG funding to develop a revolving loan/micro finance program  Support Partners (e.g., RMI and CSU Ventures) working to provide new or enhanced capital sources  Leverage the City's role as a large consumer and market maker to foster innovation and support innovative companies / entrepreneurs.  Work with state partners on additional funding and regulatory opportunities Metrics  Funds available in capital access tools & percent placed with companies  Funds raised by start‐up companies Packet Pg. 159 Attachment4.1: Draft Economic Health Strategic Plan Update - 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Packet Pg. 160 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 11 | Page C. Place Matters Rather than “deal‐making,” the City’s approach to Economic Health is one of “place‐making” (a decision‐ making approach intended to preserve and enhance a vibrant community by optimizing its economy, environment and social values). Achieving this outcome requires balancing the built and natural environment while delivering quality and comprehensive infrastructure that preserves the City’s sense of place. This theme focuses on the role that place plays in a sustainable economy Challenges  Cost of redevelopment  Land supply constraints  Infrastructure deficiencies  Adapting to future population growth  Rising material and labor costs  Rising land costs  Aging building inventory  Lack of available high quality office and industrial Our Vision A balanced built and natural environment that the community (including employers and talent) takes pride in Our Role  Ensure the City provides high‐quality comprehensive infrastructure that supports business  Support infill and redevelopment to meet climate action strategies and other community goals  Preserve the City's sense of place by encouraging strategic public and private investment  Help businesses navigate City processes Goal C.1: Maintain clear, predictable and transparent processes Facilitate Collaboration among City Departments  Assign EHO Staff to act as liaison with Planning Services  Form a rapid response team to respond efficiently to business inquiries  Form internal teams to collaborate on policy development (e.g., Sustainability Assessment Team)  Work with representatives of the local business and development community to gather input on the development review process and share findings with other City departments Metrics  Response time to business inquiries and issues Packet Pg. 161 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 12 | Page Goal C.2: Leverage infill and redevelopment that meets climate action goals and other community objectives Leverage private investment in targeted infill and redevelopment areas  Maintain and enhance relationships with land owners and the development community to meet City objectives  Participate in Public Private Partnerships that facilitate infrastructure improvements and quality redevelopment projects  Utilize special financing districts and other mechanisms to encourage the implementation of the City's vision for each target area  Utilize a newly developed process for forming urban renewal areas and Tax Increment Financing districts that goes beyond the State requirements Metrics  Ratio of public to private investment in partnerships Goal C.3: Balance land uses that support a healthy economy Maintain a mix of land uses that supports the retention and expansion of businesses while encouraging a broad mix of residential housing options  Assess land use policies and regulations to ensure support of desired development pattern  Prioritize redevelopment projects that include a mix of compatible land uses  Complete a land readiness analysis of existing office and industrial vacant land to understand the supply of employment land and barriers to development  Develop and maintain an inventory of available sites Metrics  Jobs to housing ratio  Average home price and average rent rate  Vacancy rates – office, industrial, retail, and apartments Goal C.4: Invest in public infrastructure upgrades that support business Encourage the development of vibrant business districts, commercial nodes and commercial corridors through strategic public infrastructure investment  Participate in capital projects planning and prioritization  Prioritize public finance assistance for identified infrastructure deficiencies  Encourage catalyst projects that inspire private sector response in key targeted areas  Partner to develop a Creative District, as defined by the State of Colorado, to support the promotion of arts and culture activities that attract entrepreneurs and an educated workforce Metrics  Dollars of public investment in infrastructure  Private sector investment in key redevelopment areas Packet Pg. 162 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 13 | Page Goal C.5: Encourage a culture and economy unique to Fort Collins and consistent with community values Preserve and enhance the features of Fort Collins’ that make it unique  Reinforce Fort Collins’ position as a regional center  Leverage the presence of the breweries in Fort Collins to grow the craft brewing industry and attract visitors  Continue to support and enhance Fort Collins’ outdoor culture (e.g., cycling industry)  Participate in the evaluation and encouragement of urban agriculture  Partner to develop a Creative District, as defined by the State of Colorado, to support the promotion of arts and culture activities that attract entrepreneurs and an educated workforce Metrics  Visitation numbers to downtown and special events  Citizen survey results Packet Pg. 163 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 14 | Page This page intentionally left blank. Packet Pg. 164 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 15 | Page D. The Climate Economy The reality of climate change has begun to be recognized by businesses across the nation. As a result, businesses are evaluating numerous conditions that may impact their ability to operate in the near‐ and long‐term. These conditions present challenges that will require adaptation and opportunities to develop new technologies, approaches and expertise. Both adaptation and innovation will be key aspects of creating community resiliency in the face of this outside force. The focus of this theme is embracing that change to weather future changes and create new economic opportunity. Challenges  Changing environmental conditions  Rising Utility Costs  Rising Commodity Prices  Supply Chain Impacts (E.g., Fukushima & Toyota)  Displacement  Rising Temperatures  Costs of Carbon Footprint Reduction  Impact of a Carbon Tax or similar regulation Our Vision Businesses adapt to climate change "in place" and leverage community carbon reduction goals to develop new products and services Our Role  Develop and attract expertise to the community that addresses the impacts to the business community from climate change and carbon reduction  Aid businesses in leveraging the challenges of climate change and carbon reduction into economic opportunities  Ensure that the business community is a full partner in identifying roles and challenges created by climate change, particularly with regard to utility, climate adaptation, and carbon reduction policies and regulations Packet Pg. 165 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 16 | Page Goal D.1: Increase the understanding of barriers and opportunities presented by climate change in the business community Aid businesses in understanding climate change impacts and carbon reduction opportunities  Work with CSU and others to bring seminars/lectures/classes to town related to climate change and business impact  Aid in the re‐tooling of ClimateWise to encourage greater awareness and action by businesses  Collaborate with Utilities to refine incentives and rebates to encourage additional private investment in carbon reduction efforts  Work with the Front Range By‐Products Synergy Network to encourage industrial symbiosis to further reduce industrial waste products Metrics  Private investment in energy conservation and carbon reduction efforts Goal D.2: Engage the business community in carbon reduction efforts Collaborate with other City Departments to increase Business Participation in Carbon Reduction  Assign EHO Staff to liaison with Utilities and Environmental Services ‐ Specifically the Climate Action Plan  Develop internal expertise on business‐related climate adaptation  Aid in communicating Community Carbon Reduction Goals to the business community  Support the development of strong policies, regulations, and programs that consider the role of and impact to business  Articulate the business case for adapting to climate change Metrics  Number of Businesses Participating in ClimateWise/Other Carbon Reduction Goals/Campaigns  Private investment in energy conservation and carbon reduction efforts Goal D.3: Increase innovation related to carbon reduction Aid businesses in leveraging community climate action goals to create new business innovations  Inventory community capability related to carbon reduction innovation  Leverage cluster funding to focus on carbon reduction innovation  Maintain partnerships with FortZED, CCEC, CWIC, and other local entities working on innovation related to energy and water  Enhance collaboration with CSU related to energy, water, waste, and other carbon reduction aspects Packet Pg. 166 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 17 | Page  Explore and promote business models that create (or extract) economic value from carbon reduction and climate adaptation activities  Promote and maintain Fort Collins’ position at the cutting edge of sustainable and innovation energy generation as model for other communities Metrics  Patent production (or other similar measure) of relevant innovation  Job formation in “green” industries/businesses  Public investment in renewal energy generation Goal D.4: Encourage infill and redevelopment that meets climate action goals and other community objectives (LINKED TO E.2) Support redevelopment and infill development to maintain/enhance a compact urban form while reducing environmental impacts  Maintain and enhance relationships with the development community to meet City objectives  Participate in PPP that facilitate infrastructure improvements and quality redevelopment projects  Utilize special financing districts and other mechanisms to encourage the implementation of the City's vision for each target area. Metrics  Ratio of public to private investment Packet Pg. 167 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 18 | Page This page intentionally left blank. Packet Pg. 168 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 19 | Page E. Think Regionally Enhancing community resiliency has limits when a single municipality acts alone. Collaboration with regional partners that cross municipal boundaries creates greater community resiliency. A number of current conditions and challenges do not respect municipal boundaries, including housing affordability, climate adaptation, disaster response, tourism/visitation opportunities and impacts, and natural resource conservation. This theme focuses on leveraging collaboration and partnerships within our community and region to address these issues. Challenges  Disparity in the share of economic benefits regionally  Increased competition for economic activity  Increasing number of regional issues: o Housing Affordability o Climate resiliency o Disaster response o Tourism/Visitation Impacts o Natural resource conservation (e.g. water, land, etc.) Our Vision A region that partners to address issues which extend beyond municipal boundaries Our Role  Develop strong relationships with our counter parts in the region  Support local leadership in engaging neighboring communities  Convener of economic recovery entities during natural disasters  Support and develop regional sector initiatives  Identify and market supply chain opportunities for the region Goal E.1: Enhance coordination in regard to regional issues Strengthen the structure for regional collaboration  Convene quarterly meetings to identify, discuss and address regional issues with partners  Utilize partners to have one voice with OEDIT and other state and federal partners  Discuss local policies with regional partners and explore opportunities to align with regional priorities and vice versa  Continue to develop the Advanced Manufacturing, Healthcare, and Creative Industry sectors within Region 2 (Larimer and Weld Counties) in collaboration with the OEDIT Packet Pg. 169 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 20 | Page  Develop a work plan or framework for regional projects (i.e., Fort Collins/Loveland Airport Strategic Plan, Region 2 State Economic Development Blue Print, Tax Increment Financing Impact Analysis etc.) Metrics  Attendance and participation in meetings by regional partners and stakeholders Goal E.2: Respond rapidly to disasters that affect the region Work with regional partners to develop a strategy for disaster response with an emphasis on prevention and rapid economic recovery  Develop a disaster response toolkit aimed at the business community  Identify a lead economic development organization for a regional response  Convene an economic recovery stakeholder group Metrics  Economic impact of natural disasters  Business interruption and delay due to a disaster  Business closures as a result of a disaster Goal E.3: Position Northern Colorado as an innovation hub (LINKED TO B.1, B.2, and B.3) Market Northern Colorado as part of a Rocky Mountain Innovation Corridor  Identify and raise awareness of regional strengths within the state of Colorado and nationally  Create regional marketing materials that tell the Northern Colorado innovation story  Support entrepreneurship and innovative companies  Develop regional strategy and terminology  Support broadband initiatives in Northern Colorado  Collaborate with education institutions  Metrics  Number of contacts  Increase in website visits, corporate/site selector interest  Distribution of regional marketing materials Packet Pg. 170 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT 21 | Page This page intentionally left blank. Packet Pg. 171 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) DRAFT Acknowledgements Mayor and City Council Karen Weitkunat, Mayor Gerry Horak, Mayor Pro Tem, District 6 Bob Overbeck, District 1 Lisa Poppaw, District 2 Gino Campana, District 3 Wade Troxell, District 4 Ross Cunniff, District 5 Staff Darin Atteberry, City Manager Jeff Mihelich, Deputy City Manager Bruce Hendee, Chief Sustainability Office Josh Birks, Economic Health Director Tom Leeson, Redevelopment Program Manager SeonAh Kendall, Economic Policy and Project Manager Sam Houghteling, Graduate Management Assistant Contact Economic Health 300 Laporte Avenue Fort Collins, CO 80521 970‐221‐6324 jbirks@fcgov.com Packet Pg. 172 Attachment4.1: Draft Economic Health Strategic Plan Update - 2014 (2507 : Economic Health Strategic Plan Update) 2013 Industry Cluster Strategy Report ATTACHMENT 2 Packet Pg. 173 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) TABLE OF CONTENTS Packet Pg. 174 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) BACKGROUND Packet Pg. 175 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 176 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) OVERVIEW OF THE CURRENT INDUSTRY CLUSTER INITIATIVE        Packet Pg. 177 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 178 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) CLUSTER STRATEGY 2.0        Packet Pg. 179 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 180 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 181 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) IMPLEMENTATION / NEXT STEPS Packet Pg. 182 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) EXISTING INDUSTRY CLUSTER PROFILES Packet Pg. 183 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 184 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 185 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 186 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 187 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 188 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 189 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 190 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 191 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) EMERGING CLUSTERS                                                            Packet Pg. 192 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) BENCHMARKS Packet Pg. 193 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Case Study: Pittsburgh Technology Council     Packet Pg. 194 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Case Study: The Water Council (Milwaukee) Packet Pg. 195 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Case Study: Portland Development Commission Packet Pg. 196 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) Packet Pg. 197 Attachment4.2: Cluster Strategy 2.0 (2507 : Economic Health Strategic Plan Update) LABOR MARKET PROFILE Prepared for the City of Fort Collins September 2014 ATTACHMENT 3 Packet Pg. 198 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | i ABOUT THIS WORK TIP Strategies would like to thank the City of Fort Collins for their time and guidance in the preparation of this labor market profile. We would also like to thank the many businesses who participated in the survey conducted as part of this work. Their insights greatly contributed to our understanding of the area’s workforce, its challenges, and its opportunities. THE CITY OF FORT COLLINS Located in northern Colorado, Fort Collins is home to Colorado State University and an outstanding public school system. Nestled at the base of the Rocky Mountains, Fort Collins offers exciting recreational opportunities, unique cultural offerings, and is a regional center for employment and shopping. Throughout the year, live music and entertainment, as well as great local dining, can be found throughout the historic downtown area. Fort Collins offers the convenience of a small town with all the amenities of a larger city. 106 East 6th Street, Suite 550 Austin, Texas 78701 www.tipstrategies.com PH: 512.343.9113 TIP STRATEGIES, INC. TIP Strategies, Inc. is a privately held Austin-based economic development consulting firm committed to providing quality solutions for public and private sector clients. Established in 1995, the firm’s primary focus is strategic economic development planning. In addition, TIP has experience with entrepreneurship, target industry analysis, workforce, and redevelopment. TIP’s methods establish a clear vision for economic growth. Community leaders across the country have embraced the TIP model of Talent, Innovation, and Place to achieve successful and sustainable economies. Packet Pg. 199 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | ii CONTENTS Introduction ..................................................................................................................................................... 1 Reasons for the Skills Gap .............................................................................................................................. 1 The Response ............................................................................................................................................... 1 Key Findings ................................................................................................................................................ 2 General Characteristics of the Labor Force ........................................................................................................... 3 Commuting Patterns and Laborshed ................................................................................................................. 5 Regional Demand for Workers ........................................................................................................................ 9 Staffing Environment .................................................................................................................................... 12 Education and Training ................................................................................................................................ 14 Industry Profiles .............................................................................................................................................. 16 Manufacturing ........................................................................................................................................... 17 Healthcare ................................................................................................................................................ 19 IT/Development ......................................................................................................................................... 21 R&D/Engineering ....................................................................................................................................... 23 Talent Clusters ................................................................................................................................................ 25 Engineering & Technical ............................................................................................................................. 26 Information Technology ............................................................................................................................... 30 Sales & Operations .................................................................................................................................... 37 Healthcare ................................................................................................................................................. 47 Employer Survey ............................................................................................................................................. 55 Respondent Profile ....................................................................................................................................... 55 Workforce Quality ...................................................................................................................................... 56 Hiring Needs & Practices ............................................................................................................................. 56 Training ..................................................................................................................................................... 59 Appendix A: Data & Methodology .................................................................................................................... 61 Classification systems .................................................................................................................................. 61 Data Sources .............................................................................................................................................. 62 Packet Pg. 200 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 1 INTRODUCTION Larimer County employers are not alone in facing challenges filling key positions, especially in the context of a regional energy boom. The “skills gap” is at the center of attention in economic and workforce development conversations both nationally and internationally. Despite elevated numbers of unemployed, employers are still having difficulty finding the talent that they need. In 2013, Manpower, which conducts an annual talent shortage survey, found that 39 percent of US companies were struggling to fill key jobs. REASONS FOR THE SKILLS GAP A number of reasons for the skills gap have been suggested by researchers investigating the issue. These reasons include:  Changing Skills. With heightened automation, changes in technology, and evolving processes, the skills required of the workers have evolved. Mature workers often find themselves with skill sets that have not kept pace with current needs. In addition, training programs are not always as dynamic as the workplace and may not be teaching the skills needed by the employers.  Demographics. The aging of the Baby Boomers has resulted in a wave of retirements that is looming large, particularly in many of the middle skills occupations—machinists, craft trades, utility linemen, and many others. The talent pipeline is not currently robust enough to fill the openings left by these retirements.  Policies and Priorities. The focus on four-year degrees may have had the unintended consequence of siphoning students from vocational and technical training.  Culture. Many young people today are not interested in pursuing careers in the occupations that are difficult to fill. In a recent survey by Nuts, Bolts, and Thingamajigs, The Foundation of the Fabricators & Manufacturers Association, 52 percent of teenagers ages 13 to 17 had little to no interest in manufacturing. Parents and their children often hold negative perceptions of manufacturing and trade jobs. Others are simply unaware of the opportunities in these careers.  Field of Study Choice. Students often choose their field of study based on personal interest, rather than labor market information. This contributes to a mismatch between the supply of and demand for graduates of post- secondary education programs. These and other reasons contribute to the growing divide between skills employers seek and skills workers have. THE RESPONSE To better understand the Larimer County labor market and its challenges, the City of Fort Collins hired TIP Strategies to assist in developing a detailed labor market profile. This profile examines the regional labor force, drivers of demand, and occupational strengths. It also looks at staffing environment indicators to identify occupations that are hard to fill and expected to be high in demand. The education and training landscape is also summarized. Next, detailed occupational profiles of key talent clusters and industry sectors are provided. Finally, the results of a regional employer survey are presented. The “skills gap” describes the difference betw een the skills employers seek and the skills w orkers hav e. Packet Pg. 201 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 2 KEY FINDINGS Larimer County has a high labor force participation rate with a pool of just over 175,000 workers who are aged 16 and older and either employed or seeking employment. The unemployment rate in the region is consistently lower than Colorado’s and the nation’s. During the recession, the Larimer County economy proved to be resilient with the unemployment rate rising only to just over eight percent and staying, on average, two percentage points under the state’s post-recession. In general, the labor force is relatively young and highly educated. In fact, 47 percent of Larimer County’s labor force has a bachelor degree or higher. Yet, only 23 percent of the jobs in the region require a college degree. This indicates a mismatch between the educational attainment of the population and the educational requirements of the region’s jobs. This mismatch likely results in a high degree of under-employment. It is also a likely explanation of why the region exports almost 45,000 workers each day and why it has difficulty retaining its young residents. To improve the alignment of the skills the region’s workers have and the skills the region’s employers need, it is useful to understand the key occupations that support the region’s economic drivers. As in most regions, many of Larimer County’s fastest growing industries are service industries that support the population—retail, restaurants, hospitality, and personal services. The occupations that are related to these services are relatively low paying—retail salespeople, food prep, waiters, cashiers, and janitors. The region has an over-qualified workforce to meet the needs of these industries. It also has such a high quality of place that over-qualified workers will choose to take these jobs. An analysis of the staffing environment in the county revealed 29 occupations that are likely to be hard to fill currently based on rapidly rising demand and/or higher than expected wages. The analysis shows that companies in Larimer County face a difficult staffing environment in many of the areas that have been identified as national shortages—sales representatives, IT staff, skilled trades (i.e., welders), mechanics, and managers. In addition, most of the occupations are expected to grow over the next five years and 12 of the occupations are already paying wage premiums higher than 10 percent over the national average. One notable difference in the hard to fill occupations in Larimer County, however, is that only about 10 percent of these occupations are facing a sizeable wave of retirements. Nationally, the aging of the workforce is a primary challenge in many of the occupations that are hardest to fill. A closer look into the region’s primary private sector industries is more revealing. This report examines four industry sectors in detail and profiles the talent clusters that support them. The four industry sectors are manufacturing, healthcare, IT and software development, and R&D and engineering. The talent clusters are engineering and technical, information technology, sales and operations, and healthcare. The primary conclusion from this analysis is that the alignment between the education and training infrastructure and the needs of the region’s employers can be strengthened. In the survey conducted as part of this study, employers reported that they recruit most of their professional and technical workers as well as skilled labor from outside of Larimer County. A study of the region’s primary education institutions shows that the region graduates about 14,000 students each year. However, most of these students choose fields of study are that are not related to the occupations that are most critical to the region’s key industries. In fact, a number of the critical occupations in the talent clusters do not have any completions from regional institutions. Better alignment of the skills of the region’s graduates and the needs of the region’s employers could improve the staffing environment for the region’s employers and facilitate the retention of the region’s graduates. Packet Pg. 202 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 3 GENERAL CHARACTERISTICS OF THE LABOR FORCE The Larimer County civilian labor force consisted of just over 175,000 individuals in 2012. The labor force represents the region’s civilian pool of labor age 16 and older—both employed and unemployed. High labor force participation. In spite of the large population of college students, the region’s labor force participation rate is relatively high compared to both the state (67.9 percent) and the nation (63.4 percent). Low unemployment. Prior to the recession, the county’s unemployment rate was, on average, lower than that of the state and the nation by 0.6 percent and 0.8 percent, respectively. During the recession, Larimer County’s unemployment rate peaked at just over 8 percent, while Colorado’s and the US’ peaked around 10 percent. After the recession, Larimer County’s unemployment rate was, on average, 1.3 percentage points lower than Colorado’s and 2.0 percentage points lower than the nation’s. CIVILIAN LABOR FORCE 175,142 LABOR FORCE PARTICIPATION RATE UNEMPLOYMENT RATE RANGE UNEMPLOYMENT RATE Source: US Bureau of Labor Statistics–CPS (US) & LAUS (State & County), US Census Bureau–American Community Survey. 68.9 67.9 63.4 60 65 70 Larimer County Colorado United States Civilian Labor Force, % of Total 2012 0% 2% 4% 6% 8% 10% 12% Larimer County Statewide National 2004-2014 0 4 8 12 2004 2005 2007 2009 2011 2013 Larimer County Colorado US 2004-2014 Packet Pg. 203 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 4 Young population. The age distribution of Larimer County’s population reflects the presence of Colorado State University. The county’s young adult population represents a significantly higher share of the overall population than that of Colorado and the US. Youth and experienced working age cohorts represent a relatively small share of the overall population in the county, this implies a smaller share of families with children than the state and the nation. The share of seniors in the Larimer County population falls in between the state’s and the nation’s. High educational attainment. The labor force of Larimer County is highly educated, with over 47 percent of the population attaining at least a bachelor’s degree. Only 23 percent of this population has a high school diploma or less. AGE DISTRIBUTION High under-employment. The comparison of the educational requirements of the region’s job base and the educational attainment of the population (25 years and older) reveals a mismatch. Though 47 percent of the population has a bachelor’s degree or higher, only 23 percent of the jobs require a degree. This type of mismatch is an indicator of under- employment and shows that a significant segment of the county’s labor force is under-utilized. EDUCATIONAL ATTAINMENT COMPARISON: JOBS VS EDUCATION Source: US Census Bureau–American Community Survey, EMSI Complete Employment 2014.1 24% 27% 26% 25% 22% 21% 38% 40% 39% 13% 12% 14% 0% 25% 50% 75% 100% Larimer County Colorado United States Seniors (65+) Experienced working age (35-64) Young adults (20-34) Youth (0-19) 2012 5% 9% 14% 18% 22% 28% 32% 31% 29% 45% 38% 29% 0% 25% 50% 75% 100% Larimer County Colorado United States Bachelor's or Higher Some College High School or Equivalent Less than High School Population 25 Years and Older DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 5 COMMUTING PATTERNS AND LABORSHED Commuting patterns data were compiled from the US Census Bureau’s Local Employment Dynamics (LED) program, which derives its commuter data based largely on those workers covered by unemployment insurance and federal workers. Larimer County is a net exporter of labor, which indicates a mismatch between the skills residents have and the workers local employers need. The primary consequences of this include a reduction in daytime population and longer commuting distances, which have implications on tax revenues, quality of life, and the environment. Capturing a larger share of outbound commuters represents an opportunity for Fort Collins. A look at select characteristics of commuters by type reveal that commuters out of the county tend to earn higher wages and are less likely to work in the service sector than those residents that live and work in the county. OVERVIEW OF LARIMER COUNTY COMMUTING FLOWS Larimer County is a net exporter of labor— about 7,000 more residents leave the county for work than commute into the county. SELECTED CHARACTERISTICS OF COMMUTERS BY TYPE OF FLOW (INTERNAL/EXTERNAL) AGE EARNINGS INDUSTRY CLASS Source: US Census Bureau, OnTheMap Application, and LEHD Origin-Destination Employment Statistics. Most recent available at time of analysis (i.e., beginning of quarter employment, 2nd quarter of 2002-2011). Note: Demographic statistics are beta results and are not available prior to 2009. Educational Attainment is only produced for workers aged 30 and over. 78,966 Lived and worked in Larimer County 37,558 44,643 Outside workers that commuted to jobs in Larimer County (internal jobs) Employed Larimer County residents commuted to external jobs (outside the county) 23.3% 30.6% 25.2% 56.0% 53.0% 55.7% 20.7% 16.4% 19.1% Residents Imported Workers Exported Workers Aged 55+ 30 to 54 29 or younger 22.7% 26.2% 20.3% 38.4% 38.7% 35.3% 38.9% 35.1% 44.4% Residents Imported Workers DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 6 LARIMER COUNTY LABOR SHED EMPLOYEES BY ZIP CODE, 2011 Source: US Census Bureau, OnTheMap Application, and LEHD Origin-Destination Employment Statistics. The county’s large labor shed demonstrates that it functions as a regional employment center. The vast majority of the labor force lives in Northern Colorado’s population centers along Interstate 25—Fort Collins, Loveland, Greeley, and Windsor. However, the map shows that some workers commute long distances to work in Larimer County. The primary axis of the labor shed extends north-south almost 170 miles as far south as Colorado Springs and as far north as Cheyenne and Laramie. Highway 34 is the primary east-west axis of the labor shed, extending from Estes Park about 100 miles east to Fort Morgan. Labor shed by zip code Top 10 sources of workers Zip Code City Count % of total 1 80525 Fort Collins 15,944 12.8% 2 80526 Fort Collins 14,341 11.6% 3 80538 Loveland 11,149 9.0% 4 80524 Fort Collins 9,595 7.7% 5 80537 Loveland 9,128 7.4% 6 80521 Fort Collins 8,256 6.7% 7 80528 Fort Collins 5,484 4.4% 8 80550 Windsor 4,316 3.5% 9 80634 Greeley 3,642 2.9% 10 80517 Estes Park 2,607 2.1% Packet Pg. 206 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 7 PEOPLE WHO WORK IN LARIMER COUNTY More than half of the workers in Larimer County travel less than 10 miles between home and work. Another 20 percent travel 10 to 24 miles to work. Almost 50 percent of the workers in the county live in Fort Collins and Loveland. Seven percent of the workers live in Greeley and Windsor. Workers from Wellington and Estes Park account for almost 3 percent of the workers in the county. Colorado Springs supplies just over 1 percent of the workers in Larimer County. The majority (55 percent) of workers are between 30 and 54 years of age. One quarter have at least a bachelor’s degree or higher and another quarter have at least some college or an associate’s degree. Thirty-nine percent earn between $1,250 and $3,333 while another 38 percent earn over $3,333. CHARACTERISTICS OF PEOPLE WHO WORK IN LARIMER COUNTY, 2011 Commute distance for Larimer County workers Share by distance traveled between work and home Where Larimer County workers live Top 10 sources of workers City Count % of total 1 Fort Collins, CO 41,878 35.9% 2 Loveland, CO 15,569 13.4% 3 Greeley, CO 4,764 4.1% 4 Windsor, CO 3,792 3.3% 5 Denver, CO 2,244 1.9% 6 Wellington, CO 1,658 1.4% 7 Longmont, CO 1,629 1.4% 8 Colorado Springs, CO 1,519 1.3% 9 Estes Park, CO 1,442 1.2% 10 Aurora, CO 1,287 1.1% AGE EDUCATIONAL ATTAINMENT EARNINGS Source: US Census Bureau, OnTheMap Application, and LEHD Origin-Destination Employment Statistics. Most recent available at time of analysis (i.e., beginning of quarter employment, 2nd quarter of 2002-2011). Note: Demographic statistics are beta results and are not available prior to 2009. Educational Attainment is only produced for workers aged 30 and over. 58.9% 20.3% 8.2% 12.5% 0% 25% 50% 75% 100% Less than 10 miles 10 to 24 miles 25 to 50 miles Greater than 50 miles 26% 55% 19% Age 29 or younger Age 30 to 54 Age 55 or older 6% 18% 25% 25% 26% Less than high school High school/GED, no college Some college/Associate's DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 8 PEOPLE WHO LIVE IN LARIMER COUNTY Almost 55 percent of the people who live in Larimer County travel less than 10 miles between work and home. Another 19 percent travel between 10 and 24 miles between home and work. The majority of employed residents (51.7 percent) work in Fort Collins and Loveland. Estes Park employs another 1.6 percent. About 5 percent of employed residents commute to Denver and almost 4 percent work in Greeley. Longmont, Boulder, Windsor, Colorado Spring, and Aurora are other major destinations that employ workers from Larimer County. Fifty-six percent of the employed residents are between 30 and 54 years of age. Twenty-six percent hold a bachelor’s degree or higher and another 25 percent have attended college or earned an associate’s degree. Thirty-seven percent earn between $1,251 and $3,333 and 41 percent earn more than $3,333. CHARACTERISTICS OF EMPLOYED PEOPLE WHO LIVE IN LARIMER COUNTY, 2011 Commute distance for Larimer County residents Share by distance traveled between work and home Where Larimer County residents work Top 10 destinations for job holders, 2011 City Count % of total 1 Fort Collins, CO 48,750 39.4% 2 Loveland, CO 15,265 12.3% 3 Denver, CO 6,020 4.9% 4 Greeley, CO 4,735 3.8% 5 Longmont, CO 3,593 2.9% 6 Boulder, CO 3,568 2.9% 7 Windsor, CO 2,427 2.0% 8 Estes Park, CO 1,976 1.6% 9 Colorado Springs, CO 1,795 1.5% 10 Aurora, CO 1,511 1.2% AGE EDUCATIONAL ATTAINMENT EARNINGS Source: US Census Bureau, OnTheMap Application, and LEHD Origin-Destination Employment Statistics. Most recent available at time of analysis (i.e., beginning of quarter employment, 2nd quarter of 2002-2011). Note: Demographic statistics are beta results and are not available prior to 2009. Educational Attainment is only produced for workers aged 30 and over. 54.6% 18.9% 11.4% 15.2% 0% 25% 50% 75% 100% Less than 10 miles 10 to 24 miles 25 to 50 miles Greater than 50 miles 24% 56% 20% Age 29 or younger Age 30 to 54 Age 55 or older 6% 19% 26% 25% 24% Less than high school High school/GED, no college Some college/Associate's DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 9 REGIONAL DEMAND FOR WORKERS DRIVERS OF OCCUPATIONAL DEMAND TOP INDUSTRIES IN LARIMER COUNTY Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker Larimer County’s labor market is defined by its top industries—post-secondary education, healthcare, government, and services that support those industries and the population (restaurants, construction, building services). In many cases, the top industries are also the fastest growing industries—healthcare, education, restaurants. However, business support services and computer system design are rising to prominence in the region. The industries that are expected to experience the largest percentage growth show a diverse set of emerging industries— manufacturing, healthcare, education and training, arts, wholesale trade, and other business support. Rank Employment LARGEST, 2013 Earnings per Worker 1 12,395 Education and Hospitals (State Government) $44,615 2 7,412 Education and Hospitals (Local Government) $44,194 3 7,005 Full-Service Restaurants $19,261 4 6,271 Local Government, Excluding Education and Hospitals $63,943 5 5,941 Limited-Service Eating Places $14,654 6 3,697 General Medical and Surgical Hospitals (Private) $62,183 7 3,124 Offices of Physicians $104,698 8 3,112 Services to Buildings and Dwellings $22,819 9 2,929 Building Equipment Contractors $59,430 10 2,791 Employment Services $32,908 Rank Change FASTEST-GROWING, 2013-2018 (#) Earnings per Worker 1 +1,268 General Medical and Surgical Hospitals (Private) $62,183 2 +1,237 Education and Hospitals (State Government) $44,615 3 +760 Business Support Services $31,115 4 +659 Full-Service Restaurants $19,261 5 +641 Education and Hospitals (Local Government) $44,194 6 +632 Other General Merchandise Stores $27,708 7 +628 Computer Systems Design and Related Services $87,061 8 +560 Limited-Service Eating Places $14,654 9 +412 Local Government, Excluding Education and Hospitals $63,943 10 +410 Offices of Physicians $104,698 Rank Change FASTEST-GROWING, 2013-2018 (%) Earnings per Worker 1 94% Communications Equipment Manufacturing $149,482 2 46% Specialty (except Psychiatric and Substance Abuse) Hospitals (Private) $50,229 3 39% Business Schools, Computer, Management Training (Private) $46,314 4 38% Promoters of Performing Arts, Sports, and Similar Events $25,206 5 36% Miscellaneous Durable Goods Merchant Wholesalers $41,028 6 35% Office Administrative Services $80,003 7 34% General Medical and Surgical Hospitals (Private) $62,183 8 34% Business Support Services $31,115 9 33% Nondepository Credit Intermediation $103,540 10 31% Colleges, Universities, and Professional Schools (Private) $30,868 Packet Pg. 209 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 10 OVERVIEW OF OCCUPATIONAL DEMAND TOP OCCUPATIONS IN LARIMER COUNTY Source: QCEW Employees, Non-QCEW Employees, & Self-Employed–EMSI 2013.4 Class of Worker. Note: Location Quotients (LQs) show how the occupation’s share of total local employment compares to its share nationally. LQs of greater than 1 indicate that occupations that have a larger share of total employment in Larimer County than they do nationally. LQs of 1.25 or higher are interpreted to mean that Larimer County is relatively specialized in those areas. Larimer County’s top occupations are, for the most part, a reflection of its top industries. Food prep, waiters, postsecondary teachers, registered nurses, and janitors map directly to the region’s top industries. Other occupations, such as retail salespersons and cashiers, are in line with national trends in service sector growth. Looking at demand in terms of percentages and relative concentrations reveals which occupations have experienced unusually high demand in recent years. Regional growth in hospitality, manufacturing, healthcare, and IT is responsible for much of this unusually high-demand growth. Rank Employment LARGEST, 2013 Median hourly earnings 1 6,028 Retail Salespersons $10.42 2 5,355 Food Prep & Serving $8.76 3 4,833 Secretaries & Administrative Assistants $15.38 4 3,527 Waiters & Waitresses $8.89 5 3,392 Postsecondary Teachers $28.01 6 3,083 Cashiers $9.23 7 2,878 Registered Nurses $29.07 8 2,780 Janitors & Cleaners $10.75 9 2,639 Office Clerks, General $13.51 10 2,222 Bookkeeping, Accounting, & Auditing Clerks $15.46 Rank Annual Openings FASTEST-GROWING, 2013-2018 (#) Median hourly earnings 1 +323 Food Prep & Serving $8.76 2 +296 Retail Salespersons $10.42 3 +234 Waiters & Waitresses $8.89 4 +201 Registered Nurses $29.07 5 +181 Cashiers $9.23 6 +127 Secretaries & Administrative Assistants $15.38 7 +126 Customer Service Representatives $13.80 8 +124 Postsecondary Teachers $28.01 9 +108 Janitors & Cleaners $10.75 10 +106 Office Clerks, General $13.51 Rank % LQ Growth (5-yr) RAPIDLY INCREASING DEMAND % Job Growth (5-yr) 1 21% Lodging Managers 26% 2 19% Tax Preparers 23% 3 19% Appraisers & Assessors of Real Estate 24% 4 14% Computer-Controlled Machine Tool Operators 16% 5 13% Packaging & Filling Machine Operators & Tenders 9% 6 12% Industrial Machinery Mechanics 18% 7 9% Physician Assistants 32% 8 8% Computer Network Support Specialists 12% 9 8% Computer User Support Specialists 19% 10 4% Physicians & Surgeons, All Other 18% Packet Pg. 210 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 11 OVERVIEW OF OCCUPATIONAL DEMAND TOP OCCUPATIONS IN LARIMER COUNTY Source: QCEW Employees, Non-QCEW Employees, & Self-Employed–EMSI 2013.4 Class of Worker. On the other end of the spectrum are the occupations for which demand is expected to decline. At the top of the list is Computer Hardware Engineers. The decline in demand for this occupation, as well as for electrical and electronic equipment assemblers, most likely reflects the computer hardware industry’s ongoing restructuring. The declining demand for Agricultural Managers, Travel Agents, Reporters, Door-to-Door Sales Workers, and Floral Designers reflect long-term national industry trends and technological innovations that are displacing some of these workers. The presence of some construction-related occupations is most likely a reflection of how hard this industry was hit during the most recent recession. Because these figures are projections that are based on historical trends, they most likely do not capture the construction industry’s recovery in Larimer County. With large construction projects—such as the Woodward Headquarters, the renovation of Foothills Mall, the Banner Health Campus, and the reconstruction of flood- damaged areas of the county—demand for these types of construction workers is likely higher than these projections reflect. Rank Change FASTEST-DECLINING, 2013-2018 (#) Median hourly earnings 1 -163 Computer Hardware Engineers $52.89 2 -136 Farmers, Ranchers, & Other Agricultural Managers $11.17 3 -55 Electrical & Electronic Equipment Assemblers $13.53 4 -47 Cabinetmakers & Bench Carpenters $12.17 5 -37 Construction Managers $26.97 6 -34 Travel Agents $12.46 7 -34 Real Estate Sales Agents $20.70 8 -21 Childcare Workers $8.39 9 -18 Door-to-Door Sales Workers, News & Street Vend., & Related… $7.01 10 -14 Data Entry Keyers $13.27 Rank Change FASTEST-DECLINING, 2013-2018 (%) Median hourly earnings 1 -52% Travel Agents $12.46 2 -33% Farmers, Ranchers, & Other Agricultural Managers $11.17 3 -30% Reporters & Correspondents $16.64 4 -21% Cabinetmakers & Bench Carpenters $12.17 5 -19% Furniture Finishers $14.15 6 -18% Dental Laboratory Technicians $19.95 7 -17% Computer Hardware Engineers $52.89 8 -15% Meter Readers, Utilities $19.70 9 -15% Door-to-Door Sales Workers, News & Street Vend., & Related... $7.01 10 -15% Floral Designers $11.88 Packet Pg. 211 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 12 STAFFING ENVIRONMENT Across the US, companies are having difficulty filling certain positions. In spite of the high unemployment rolls, many employers cannot find the talent they need. In Manpower Group’s most recent national talent shortage survey, 39 percent of the companies surveyed reported difficulty filling jobs. According to this survey, skilled trades—which include occupations such as machinists, electricians, welders, and pipefitters—are the most difficult jobs to fill. Sales representatives and drivers round out the list of the top three. Other difficult to fill jobs include IT staff, accounting and finance staff, engineers, technicians, management, mechanics, and teachers. Sharply rising demand and higher than expected wages can be indicators of a difficult staffing environment. The occupations listed on the following page are likely to be difficult to fill as indicated by the demand and wage environment in Larimer County. These occupations face rising demand, rising wages, and/or a wave of retirements. 2013 NATIONAL TALENT SHORTAGE SURVEY TOP 10 JOBS EMPLOYERS ARE HAVING DIFFICULTY FILLING 1 Skilled Trades 2 Sales Representatives 3 Drivers 4 IT Staff 5 Accounting & Finance Staff 6 Engineers 7 Technicians 8 Management/Executive 9 Mechanics 10 Teachers Source: Manpower, 2013 Talent Shortage Survey Research Results. The list of hard to fill occupations for Larimer County includes many of the same types of occupations that are on the list for the nation. Sales representatives, IT staff, skilled trades (i.e., welders), mechanics, and managers are all expected to be in demand and difficult to fill in Larimer County. Note that some of the occupations on this list are projected to experience declines in demand. However, these positions still have a significant number of openings due to turnover. In other words, even if there are no new positions, positions that are vacated must be filled. These represent replacement jobs. Significant wage premiums, as indicated by a median hourly wage greater than 110% of the US median, are also indicators that local employers have difficulty recruiting talent to those positions. Machine operators and tenders pay one of the highest premiums, followed by physicians, electronics engineers, and police officers. Two of the occupations face a potential wave of retirements in the near future. For physicians and purchasing agents, the share of workers 55 and older is 25 percent or more. 44 41 22 19 14 52 49 39 56 59 78 81 86 48 51 61 0% 25% 50% 75% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 13 HARD-TO-FILL OCCUPATIONS STATISTICAL OVERVIEW FOR SELECT OCCUPATIONS Source: QCEW Employees, Non-QCEW Employees, & Self-Employed–EMSI 2013.4 Class of Worker. Notes: Shaded “Median Hourly Earnings” indicate the occupation pays more than the regional average. Shaded “% of US Median” indicates the occupation pays more than 110% of the US Median. STAFFING ENVIRONMENT INDICATOR The determination of hiring difficulty draws on EMSI’s Talent Market Analyst which provides useful indicators of the staffing environment for occupations in a given metropolitan region. A relative wage indicator and a supply/demand indicator were combined to determine hiring difficulty. The relative wage is built around two different statistics: the absolute wage regional workers in the occupation earn and EMSI’s proprietary indicator that considers the expected wage against a regional wage index. The supply/demand indicator is weighted by three factors. • How concentrated (therefore important) the occupation is in the region • How this concentration has changed over time (whether the occupation is becoming more or less important to the area) • How actual employment in the occupation in the region has changed Together, these statistics provide a picture of how the region’s supply of and demand for workers play into the staffing environment. This evaluation is ranked by degree of difficulty in hiring. Additional information about Talent Market Analyst can be found at: http://www.economicmodeling.com/analyst/tma-analyst/ SOC Code Description 2013 (estimated) % of US Median Total (projected) 41-4012 Sales Representatives, Wholesale and Manufacturing 0.96 1,500 1,576  $22.85 88% 235 23% 15-1133 Software Developers, Systems Software 2.98 1,273 1,264  $48.67 103% 94 12% 17-2061 Computer Hardware Engineers 10.92 940 777  $52.89 110% 89 13% 49-3023 Automotive Service Technicians and Mechanics 1.15 875 884  $18.45 113% 143 13% 41-3099 Sales Representatives, Services, All Other 0.97 784 849  $23.24 96% 183 20% 15-1151 Computer User Support Specialists 1.26 782 886  $23.30 104% 171 16% 33-3051 Police and Sheriff's Patrol Officers 0.88 597 649  $32.50 122% 151 21% 29-2061 Licensed Practical and Licensed Vocational Nurses 0.67 521 624  $20.90 105% 175 24% 17-2141 Mechanical Engineers 1.70 460 470  $37.97 98% 91 19% 15-1121 Computer Systems Analysts 0.80 434 515  $36.64 97% 119 17% 13-1071 Human Resources Specialists 0.98 434 464  $24.17 90% 71 20% 29-1069 Physicians and Surgeons, All Other 1.13 408 470  $110.97 127% 118 27% 51-9012 Machine Setters, Operators, and Tenders 9.07 399 428  $25.49 137% 102 15% 15-1199 Computer Occupations, All Other 1.85 386 412  $43.00 112% 60 18% 51-4121 Welders, Cutters, Solderers, and Brazers 0.98 373 372  $17.75 102% 53 14% 11-9041 Architectural and Engineering Managers 1.76 354 345  $64.33 107% 43 22% 15-1142 Network and Computer Systems Administrators 0.93 353 393  $32.89 95% 72 12% 49-9041 Industrial Machinery Mechanics 1.02 340 384  $25.23 113% 100 19% 49-1011 First-Line supervisorsof Mechanics, Installers, and Repairers 0.71 320 343  $32.19 111% 69 24% 13-1023 Purchasing Agents 0.99 299 308  $32.03 113% 37 25% 17-2112 Industrial Engineers 1.20 280 292  $40.40 107% 54 20% 11-3021 Computer and Information Systems Managers 0.82 279 306  $57.35 100% 48 15% 11-9111 Medical and Health Services Managers 0.79 251 302  $45.20 107% 86 22% 15-1152 Computer Network Support Specialists 1.27 241 255  $29.11 103% 34 13% 17-2072 Electronics Engineers, Except Computer 1.63 235 250  $55.14 125% 42 20% 49-2022 Telecommunications Equipment Installers and Repairers 1.00 225 250  $28.01 108% 41 13% 51-8031 Water and Wastewater Treatment Plant Operators 1.82 204 216  $23.88 116% 49 25% 51-4011 Computer-Controlled Machine Tool Operators 1.26 188 198  $19.50 114% 38 14% 29-1071 Physician Assistants 1.79 165 199  $49.45 112% 51 13% 2018 (projected) Share of DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 14 EDUCATION AND TRAINING The analysis presented in this section includes data for the 8 institutions listed below. Colorado State University is, by far, the largest institution and confers, on average, about 6,500 degrees each year. Front Range Community College is the next largest and confers, on average, 3,000 degrees each year. University of Northern Colorado confers about 2,600 degrees each year. Aims Community College confers almost 1,500 degree each year. Many students in the region transfer from Front Range Community College to Regis University. Regis’ completions data, however, was not available for its Larimer County campus. REGIONAL INSTITUTIONS LARIMER & WELD COUNTY INSTITUTIONS, PLUS FRONT RANGE COMMUNITY COLLEGE *Listed as "Private for-profit, less-than 2-year" in 2010 IPEDS survey. Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, & 2011-2012. See page 64 for a description of IPEDS. Together, these institutions conferred an average of almost 14,000 awards in credit-bearing programs over the three-year period analyzed. Of these, almost half were bachelor’s degrees. On average, 18 percent of awards were advanced degrees (defined as all awards made above the bachelor’s level). Postsecondary certificates and associate’s degrees comprised 34 percent of all awards conferred for credit during this period. DISTRIBUTION OF FOR-CREDIT COMPLETIONS BY AWARD LEVEL FOR-CREDIT COMPLETIONS BY SELECTED INSTITUTIONS (2010–2012) Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010- 2011, and 2011-2012. Over the last three academic years, the share of associate’s degrees has climbed slightly from 13 percent in 2010 to 15 percent in 2012. Conversely, the share of post-secondary awards has dropped from a high of 19 percent in 2011 to 17 percent in 2012, and the share of bachelor’s degrees has fallen from 49 percent in 2010 to 47 percent in 2012. UNITID INSTITUTION NAME CITY SECTOR 2010 2011 2012 126207 Aims Community College Greeley Public, 2-year    126818 Colorado State University-Fort Collins Fort Collins Public, 4-year or above    127200 Front Range Community College Westminster Public, 2-year    127741 University of Northern Colorado Greeley Public, 4-year or above    372329 Institute of Business and Medical Careers Fort Collins Private for-profit, 2-year    381866 Healing Arts Institute Fort Collins Private for-profit, less-than 2-year   448761 College America-Fort Collins Fort Collins Private for-profit, 4-year or above    449454 Academy of Natural Therapy Inc* Greeley Private for-profit, 2-year    Years Institution is Included in IPEDS 18% 19% 17% 13% 14% 15% 49% 47% 47% 18% 17% 18% 0% 25% 50% 75% 100% 2010 (n=13,352) 2011 (n=13,820) 2012 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 15 25 LARGEST FIELDS OF STUDY RANKED BY AVERAGE NUMBER OF COMPLETIONS (2010-2012 ACADEMIC YEARS), ALL AWARD LEVELS Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012. The 25 most popular fields of study at regional institutions are shown above. A comparison of this list with the list of hard-to-fill occupations on page 13 reveals a mismatch between the fields of study students in the region are choosing and the skills employers need. Of the top 25, only five fields of study correspond with any of the occupations on the hard-to-fill list—nursing (51.3902 & 51.3801), auto technicians (47.0604), welding (48.0508), and computer science (11.0101). Instead, most of the popular fields of study are general or correspond with occupations that are not particularly high in demand. 0 200 400 600 800 1,000 Business/Commerce, General (52.0101) Liberal Arts & Sciences/Liberal Studies (24.0101) Nursing/Patient Care Assistant/Aide (51.3902) EMT/Paramedic (51.0904) Kinesiology and Exercise Science (31.0505) Business Admin./Mgmt., General (52.0201) Psychology, General (42.0101) Registered Nursing/Registered Nurse (51.3801) Speech Communication and Rhetoric (9.0101) Multi-/Interdisciplinary Studies, Other (30.9999) English Language/Lit., General (23.0101) Human Dev. & Family Studies, Gen. (19.0701) Auto Mechanics Tech./Technician (47.0604) Construction Engineering Tech. (15.1001) History, General (54.0101) Fine/Studio Arts, General (50.0702) Biology/Biological Sciences, General (26.0101) Journalism (9.0401) Educational Admin./Sprvsn., Other (13.0499) Welding Technology/Welder (48.0508) Sociology (45.1101) Computer & Info. Sciences, General (11.0101) Political Science & Govt., General (45.1001) Music, General (50.0901) Social Work (44.0701) Award of <1 academic year Award of at least 1 but <2 academic years Associate's degree Bachelor's degree Advanced Packet Pg. 215 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 16 INDUSTRY PROFILES The following section profiles select industry clusters. The industries were chosen because of their importance to the region or because they represent a component of the region’s target industry clusters. For each of the industries, we provide an overview of the industry, its staffing patterns, and its staffing environment. A description of the indicators is provided below:  Representative employers: the Top 10 employers in the sector.  Employment trends: the performance of the sector in comparison to Denver, Colorado, and the US, based on year-over-year employment increases/decreases.  Relative industry strengths: the location quotients for the most heavily concentrated industries relative to national concentrations.  The top 20 occupations: the top 20 occupations based on the combined share of total employment in key industry segments.  Median Hourly Wage: The median hourly wage for Larimer County is provided. The local median is also shown as a percent of the US Median Hourly wage, to indicate where local employers are paying a wage premium. Those occupations paying 110 percent or greater than the US median are shaded orange.  Staffing Environment: Based on the ranking of the staffing environment indicator (see text box page 13), a category of hiring difficulty was assigned. These categories indicate whether the occupation is relatively hard to fill, neutral, or easy to fill. Hard to fill occupations are classified as facing an unfavorable staffing environment, and easy to fill are classified as facing a favorable staffing environment.  Openings, 2013-2018: Openings are the number of new jobs (the change in total employment) and the number of replacement jobs (jobs that must be filled due to turnover).  Share of Workers, Age 55+: This statistic indicates which occupations are likely facing a wave of retirements in the near future. MANUFACTURING HEALTHCARE IT/SOFTWARE DEVELOPMENT R&D/ENGINEERING Packet Pg. 216 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 17 MANUFACTURING The Manufacturing sector employs 11,700 workers in the Larimer County economy, accounting for 8 percent of total employment. The region outperformed Denver, the state, and the US during the recession, following sharp job losses in 2005. However, manufacturing employment has fallen 5 percent between 2008 and 2013 and is expected to fall another 6 percent between 2013 and 2018. The Manufacturing sector is anchored by nationally recognized companies, many of which have a long history in the area. The county has formidable strengths in breweries and engine, instrument, and fan manufacturing. One-half of the top 20 occupations (in terms of share of total employment in key segments) were identified as hard-to-fill. Eight of the occupations paid wage premiums more than 10 percent above the national median. Replacement demand is the key driver of openings in these 20 occupations. Only one occupation—Electrical and Electronic Equipment Assemblers—is estimated to have an aging workforce (defined here as 25 percent of the workforce age 55 years or over). This suggests that the replacement openings are driven more by turnover than retirements. REPRESENTATIVE EMPLOYERS Company Employment range Woodward Inc. >1,000 Avago Technologies US Inc. 500 to 999 Otter Products LLC 500 to 999 Anheuser Busch Inc. 500 to 999 Intel Corporation 100 to 499 Tolmar Inc. 100 to 499 New Belgium Brewing Co Inc. 100 to 499 Advanced Energy Industries Inc. 100 to 499 LSI Logic Corporation 100 to 499 Walker Manufacturing Company 100 to 499 Source: QCEW EMPLOYMENT TRENDS Percent change in jobs from prior year 2003-2013 (historic), 2014-2018 (projected) INDUSTRY LOCATION QUOTIENTS (LQS) Source: EMSI 2014.1 Complete Employment -15% -10% -5% 0% 5% 10% 15% 2003 2004 2005 2006 2007 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 18 Source: EMSI 2014.1 Complete Employment OCCUPATIONAL CHARACTERISTICS FOR TOP 20 OCCUPATIONS (ABOVE) Staffing Environment Indicator:  Favorable  Neutral  Unfavorable Source: EMSI 2014.1 Complete Employment. Orange shading indicates wages that are 10 percent or more above the US for the occupation. Blue shading indicates occupations where 25 percent or more of the workforce is estimated to be 55 years or older. 17-2061 Computer Hardware Engineers 940 8.4% 25.3% 15-1133 Software Developers, Systems Software 1,273 12.9% 0.6% 17.6% 51-9012 Separating/Filtering/Clarifying Machine Workers 399 28.6% 51-2022 Electrical and Electronic Equipment Assemblers 513 10.6% 1.9% 6.4% 51-2031 Engine and Other Machine Assemblers 327 18.5% 15-1132 Software Developers, Applications 1,058 2.9% 0.9% 8.5% 51-9111 Packaging and Filling Machine Operators and Tenders 367 10.3% 17-2141 Mechanical Engineers 460 3.1% 6.0% 0.9% 51-4041 Machinists 397 1.5% 6.9% 41-4012 Sales Reps., Whlsl. & Mfg., Exc. Tech./Scientific Prods. 1,500 1.0% 1.4% 5.7% 51-2092 Team Assemblers 530 2.6% 4.7% 0.8% 11-9041 Architectural and Engineering Managers 354 2.4% 2.3% 3.3% 17-2112 Industrial Engineers 280 2.9% 3.0% 0.9% 17-3023 Electrical and Electronics Engineering Technicians 275 3.5% 0.6% 2.6% 11-1021 General and Operations Managers 2,097 1.7% 1.5% 1.6% 1.4% 51-9061 Inspectors, Testers, Sorters, Samplers, and Weighers 389 1.5% 2.4% 1.4% 0.8% 49-9041 Industrial Machinery Mechanics 340 2.3% 3.8% 51-1011 First-Line Supervisors of Production/Operating Workers 426 1.2% 2.1% 2.1% 0.5% 17-2071 Electrical Engineers 247 3.4% 0.9% 0.8% 51-2023 Electromechanical Equipment Assemblers 125 3.4% 0.7% 0.8% Computer/ Peripheral Equip. (NAICS 3341) SOC Code Description Navigating, Measuring, & Control Instruments (NAICS 3345) Engine/Turb. & Power Trans. Equip. (NAICS 3336) Beverage Mfg. (NAICS 3121) 2013 Jobs SOC Code Description Total # 17-2061 Computer Hardware Engineers $52.89 1.10  89 13% 15-1133 Software Developers, Systems Software $48.67 1.03  94 12% 51-9012 Separating/Filtering/Clarifying Machine Workers $25.49 1.37  102 15% 51-2022 Electrical and Electronic Equipment Assemblers $13.53 0.98  30 25% 51-2031 Engine and Other Machine Assemblers $16.05 0.92  52 16% 15-1132 Software Developers, Applications $38.02 0.88  158 12% 51-9111 Packaging and Filling Machine Operators and Tenders $14.95 1.20  55 13% 17-2141 Mechanical Engineers $37.97 0.98  91 19% 51-4041 Machinists $18.94 1.00  66 23% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 19 HEALTHCARE The Healthcare sector employs 15,874 workers in the Larimer County economy, accounting for 10 percent of total employment. Between 2003 and 2011, the region outperformed Denver, the state, and the US. However, healthcare employment growth has faltered since 2011. The sector grew 16 percent between 2008 and 2013 and is expected to grow another 20 percent between 2013 and 2018. The sector is anchored by University of Colorado Health, which has over 1,000 employees. The county has strengths in Ambulatory Centers and Offices of Other Health Practitioners. Nine of the top 20 occupations (in terms of share of total employment in key segments) were identified as hard-to-fill. Three of the occupations paid wage premiums more than 10 percent above the national median. Replacement and new jobs account for roughly equal shares of the openings in these 20 occupations, which means that the high rates of growth in the industry are counterbalanced by high rates of turnover. Four of the occupations—Secretaries, Medical Secretaries, Personal Care Aides, and Physicians—have a share of workers greater than 25 percent that is 55 years or older. REPRESENTATIVE EMPLOYERS Company Employment range University of Colorado Health >1,000 Foothills Gateway Rehabilitation Ctr. 100 to 499 Fort Collins Orthopedic Assoc. PC 100 to 499 Evergreen Home Healthcare 100 to 499 Maguire Senior Services Inc. 100 to 499 Greenfield Mgmt. Services Inc. 100 to 499 Interim Healthcare of Ft Collins 100 to 499 Larimer Center for Mental Health 100 to 499 Associates In Family Medicine PC 100 to 499 Centre Ave Health & Rehab Facility 100 to 499 Source: QCEW EMPLOYMENT TRENDS Percent change in jobs from prior year 2003-2013 (historic), 2014-2018 (projected) INDUSTRY LOCATION QUOTIENTS (LQS) Source: EMSI 2014.1 Complete Employment -15% -10% -5% 0% 5% 10% 15% 2003 2004 2005 2006 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 20 STAFFING PATTERNS TOP 20 OCCUPATIONS BY COMBINED SHARE OF TOTAL EMPLOYMENT IN KEY SEGMENTS Source: EMSI 2014.1 Complete Employment. OCCUPATIONAL CHARACTERISTICS FOR TOP 20 OCCUPATIONS (ABOVE) Staffing Environment Indicator:  Favorable  Neutral  Unfavorable Source: EMSI 2014.1 Complete Employment. Orange shading indicates wages that are 10 percent or more above the US for the occupation. Blue shading indicates occupations where 25 percent or more of the workforce is estimated to be 55 years or older. SOC Code Description 2013 Jobs 29-1141 Registered Nurses 2,878 7.6% 34.3% 8.3% 31-1014 Nursing Assistants 1,289 1.3% 5.1% 23.7% 31-1011 Home Health Aides 1,171 5.3% 11.8% 43-4171 Receptionists and Information Clerks 1,457 6.9% 0.9% 1.5% 29-2061 Licensed Practical and Licensed Vocational Nurses 521 1.6% 1.4% 6.2% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec. 4,833 3.4% 2.2% 1.4% 31-9092 Medical Assistants 618 5.6% 1.1% 43-6013 Medical Secretaries 536 4.5% 2.2% 31-9091 Dental Assistants 591 6.4% 39-9021 Personal Care Aides 908 2.6% 3.5% 37-2012 Maids and Housekeeping Cleaners 1,429 1.5% 3.4% 29-1069 Physicians and Surgeons, All Other 408 3.2% 1.6% 29-1123 Physical Therapists 304 2.3% 1.3% 0.7% 35-3041 Food Servers, Nonrestaurant 269 0.7% 3.6% 11-9111 Medical and Health Services Managers 251 1.1% 1.8% 1.1% 29-2034 Radiologic Technologists 227 1.1% 2.6% 21-1014 Mental Health Counselors 295 1.4% 1.8% 43-9061 Office Clerks, General 2,639 1.6% 0.9% 0.6% 43-3021 Billing and Posting Clerks 454 2.1% 0.8% 29-2021 Dental Hygienists 236 2.7% Ambulatory Health Care Services (NAICS 621) Hospitals, Private (NAICS 622) Nursing and Residential Care Facilities (NAICS 623) Total # 29-1141 Registered Nurses $29.07 0.93  1,004 24% 31-1014 Nursing Assistants $12.33 1.05  359 18% 31-1011 Home Health Aides $11.53 1.16  376 20% 43-4171 Receptionists and Information Clerks $12.95 1.03  338 21% 29-2061 Licensed Practical and Licensed Vocational Nurses $20.90 1.05  175 24% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec. $15.38 0.99  637 26% 31-9092 Medical Assistants $14.84 1.04  175 15% 43-6013 Medical Secretaries $17.13 1.14  158 26% 31-9091 Dental Assistants $15.45 0.93  116 8% 39-9021 Personal Care Aides $9.60 1.01  301 29% 37-2012 Maids and Housekeeping Cleaners $8.82 0.95  291 21% 29-1069 Physicians and Surgeons, All Other $110.97 1.27  118 27% 29-1123 Physical Therapists $32.77 0.86  106 11% 35-3041 Food Servers, Nonrestaurant $10.13 1.07  90 14% 11-9111 Medical and Health Services Managers $45.20 1.07  86 22% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 21 IT/SOFTWARE DEVELOPMENT The IT/Software sector employs 3,107 workers in the Larimer County economy, accounting for 2 percent of total employment. Between 2003 and 2012, the region outperformed Denver, the state, and the US by a considerable margin. Though there was a brief contraction of the sector in 2013, EMSI projects a strong recovery in 2014 and going forward. The sector grew 19 percent between 2008 and 2013 and is expected to grow another 24 percent between 2013 and 2018. AMD, Telvent/Schneider Electric, and Techni Graphic Systems are the largest firms in the sector. The county’s strongest sectors are Data Processing and Custom Computer Programming. Half of the top 20 occupations (in terms of share of total employment in key segments) were identified as hard-to-fill. Three of the occupations paid wage premiums more than 10 percent above the national median. Replacement jobs dominate openings in certain occupations, including Systems Software Developers, Computer Hardware Engineers, and Data Entry Keyers. For the remaining occupations, new jobs account for between 36 percent and 68 percent of openings in the occupations. The occupations in this industry facing an aging workforce are clerical and finance positions. REPRESENTATIVE EMPLOYERS Company Employment range Advanced Micro Devices Inc. 100 to 499 Telvent USA LLC/Schneider Electric 100 to 499 Techni Graphic Systems Inc. 100 to 499 Cherokee Services Group LLC 50 to 99 Colorado Customware Incorporated 50 to 99 CA Technologies Inc. 50 to 99 Heit Consulting Inc. 50 to 99 New Century Software Inc. <50 Vistronix Inc. <50 Deltek Systems Inc. <50 Source: QCEW EMPLOYMENT TRENDS Percent change in jobs from prior year 2003-2013 (historic), 2014-2018 (projected) INDUSTRY LOCATION QUOTIENTS (LQS) Source: EMSI 2014.1 Complete Employment; — indicates industry represented fewer than 100 jobs in 2013. -15% -10% -5% 0% 5% 10% 15% 2003 2004 2005 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 22 STAFFING PATTERNS TOP 20 OCCUPATIONS BY COMBINED SHARE OF TOTAL EMPLOYMENT IN KEY SEGMENTS Source: EMSI 2014.1 Complete Employment. OCCUPATIONAL CHARACTERISTICS FOR TOP 20 OCCUPATIONS (ABOVE) Staffing Environment Indicator:  Favorable  Neutral  Unfavorable Source: EMSI 2014.1 Complete Employment. Orange shading indicates wages that are 10 percent or more above the US for the occupation. Blue shading indicates occupations where 25 percent or more of the workforce is estimated to be 55 years or older. 15-1132 Software Developers, Applications 1,058 16.8% 21.2% 11.3% 15-1133 Software Developers, Systems Software 1,273 15.9% 19.8% 9.1% 15-1151 Computer User Support Specialists 782 5.7% 6.9% 6.0% 15-1121 Computer Systems Analysts 434 6.8% 2.3% 6.2% 15-1134 Web Developers 282 4.1% 1.3% 4.6% 17-2061 Computer Hardware Engineers 940 5.9% 1.8% 1.9% 15-1131 Computer Programmers 196 4.2% 2.9% 1.7% 11-3021 Computer and Information Systems Managers 279 2.6% 2.8% 2.7% 15-1142 Network and Computer Systems Administrators 353 2.6% 1.3% 3.9% 15-1199 Computer Occupations, All Other 386 2.3% 2.6% 2.8% 13-1199 Business Operations Specialists, All Other 1,669 2.0% 2.8% 2.4% 41-3099 Sales Representatives, Services, All Other 784 2.5% 0.9% 3.3% 15-1152 Computer Network Support Specialists 241 2.0% 1.7% 2.6% 11-1021 General and Operations Managers 2,097 2.0% 2.1% 2.1% 43-4051 Customer Service Representatives 1,422 0.9% 1.2% 4.1% 13-1161 Market Research Analysts and Marketing Specialists 562 1.3% 2.6% 1.4% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec 4,833 1.7% 1.4% 1.9% 43-9021 Data Entry Keyers 205 4.2% 13-2011 Accountants and Auditors 1,347 1.0% 1.7% 1.3% 43-3031 Bookkeeping, Accounting, and Auditing Clerks 2,222 1.0% 0.8% 1.7% SOC Code Description 2013 Jobs Computer Systems Design & Related Svcs. (NAICS 5415) Software Publishers (NAICS 5112) Data Processing, Hosting, & Related Services (NAICS 5182) SOC Code Description Total # 15-1132 Software Developers, Applications $38.02 0.88  158 12% 15-1133 Software Developers, Systems Software $48.67 1.03  94 12% 15-1151 Computer User Support Specialists $23.30 1.04  171 16% 15-1121 Computer Systems Analysts $36.64 0.97  119 17% 15-1134 Web Developers $20.83 0.75  56 8% 17-2061 Computer Hardware Engineers $52.89 1.10  89 13% 15-1131 Computer Programmers $39.32 1.12  60 14% 11-3021 Computer and Information Systems Managers $57.35 1.00  48 15% 15-1142 Network and Computer Systems Administrators $32.89 0.95  72 12% 15-1199 Computer Occupations, All Other $43.00 1.12  60 18% 13-1199 Business Operations Specialists, All Other $29.10 0.93  228 22% 41-3099 Sales Representatives, Services, All Other $23.24 0.96  183 20% 15-1152 Computer Network Support Specialists $29.11 1.03  34 13% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 23 R&D/ENGINEERING The R&D/Engineering sector employs 3,417 workers in the Larimer County economy, accounting for almost 2 percent of total employment. The sector experienced a growth rate of 97 percent in 2005. This incredible growth was followed by seven years of negative or flat growth. The sector contracted by 19 percent between 2008 and 2013. However, the sector is expected to grow 11 percent between 2013 and 2018. HP is by far the largest firm in this sector. AECOM is also a significant player. The county’s strongest sectors are R&D in the Physical, Engineering and Life Sciences and Engineering Services. Five of the top 20 occupations (in terms of share of total employment in key segments) were identified as hard-to-fill. Two of the occupations paid wage premiums more than 10 percent above the national median. Replacement jobs account for most of the openings in the sector. However, only three occupations have more than 25 percent of their workers greater than 55 years of age. This suggests that a number of the occupations are experiencing high rates of turnover for reasons other than retirement. REPRESENTATIVE EMPLOYERS Company Employment range Hewlett Packard Co.* >1,000 AECOM Technology Corporation 100 to 499 Tetra Tech Inc. 50 to 99 ESC Engineering Inc. 50 to 99 Riverside Technology Inc. 50 to 99 ALS Group USA Corp 50 to 99 CPP Inc. <50 EDM International Inc. <50 Cargill Incorporated <50 Dresser Rand Company <50 Source: QCEW. *Includes HP Enterprise Services LLC EMPLOYMENT TRENDS Percent change in jobs from prior year 2003-2013 (historic), 2014-2018 (projected) INDUSTRY LOCATION QUOTIENTS (LQS) Source: EMSI 2014.1 Complete Employment; — indicates industry represented fewer than 100 jobs in 2013. -15% -10% -5% 0% 5% 10% 15% 2003 2004 2005 2006 2007 2008 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 24 STAFFING PATTERNS TOP 20 OCCUPATIONS BY COMBINED SHARE OF TOTAL EMPLOYMENT IN KEY SEGMENTS Source: EMSI 2014.1 Complete Employment. OCCUPATIONAL CHARACTERISTICS FOR TOP 20 OCCUPATIONS (ABOVE) Staffing Environment Indicator:  Favorable  Neutral  Unfavorable Source: EMSI 2014.1 Complete Employment. Orange shading indicates wages that are 10 percent or more above the US for the occupation. Blue shading indicates occupations where 25 percent or more of the workforce is estimated to be 55 years or older. 27-1024 Graphic Designers 324 32.2% 27-1025 Interior Designers 107 0.6% 19.6% 17-2051 Civil Engineers 528 14.6% 17-2061 Computer Hardware Engineers 940 1.9% 9.5% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec. 4,833 3.5% 2.3% 2.7% 15-1133 Software Developers, Systems Software 1,273 3.0% 5.0% 17-2141 Mechanical Engineers 460 4.1% 0.7% 2.6% 17-1011 Architects, Except Landscape and Naval 172 6.7% 0.5% 13-1199 Business Operations Specialists, All Other 1,669 1.6% 1.0% 2.9% 11-1021 General and Operations Managers 2,097 1.8% 2.1% 1.6% 11-9041 Architectural and Engineering Managers 354 3.7% 1.8% 11-9121 Natural Sciences Managers 176 5.0% 11-9199 Managers, All Other 643 0.7% 3.2% 0.7% 15-1132 Software Developers, Applications 1,058 1.2% 3.3% 17-2081 Environmental Engineers 193 3.7% 0.7% 27-1021 Commercial and Industrial Designers 33 4.3% 17-3011 Architectural and Civil Drafters 124 4.2% 19-2031 Chemists 160 0.5% 3.6% 27-1011 Art Directors 77 3.9% 19-4021 Biological Technicians 188 3.8% Specialized Design Services (NAICS 5414) Scientific R&D Services (NAICS 5417) SOC Code 2013 Jobs Architectural, Engineering, & Related Svcs. Description (NAICS 5413) Total # 27-1024 Graphic Designers $19.10 0.94  56 16% 27-1025 Interior Designers $17.39 0.82  21 21% 17-2051 Civil Engineers $37.29 0.99  91 23% 17-2061 Computer Hardware Engineers $52.89 1.10  89 13% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec. $15.38 0.99  637 26% 15-1133 Software Developers, Systems Software $48.67 1.03  94 12% 17-2141 Mechanical Engineers $37.97 0.98  91 19% 17-1011 Architects, Except Landscape and Naval $35.49 1.09  39 18% 13-1199 Business Operations Specialists, All Other $29.10 0.93  228 22% 11-1021 General and Operations Managers $38.47 0.84  350 21% 11-9041 Architectural and Engineering Managers $64.33 1.07  43 22% 11-9121 Natural Sciences Managers $53.89 0.97  43 20% 11-9199 Managers, All Other $29.56 0.86  93 29% 15-1132 Software Developers, Applications $38.02 0.88  158 12% 17-2081 Environmental Engineers $37.94 0.98  33 16% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 25 TALENT CLUSTERS For the purposes of this study, we drilled down into four talent clusters that are integral to the region’s economic drivers. These are listed in the table to the right. For each talent cluster, we present the following indicators for each of the key occupations:  Relative concentration (2013 Location Quotient): This shows how the occupation’s share of total local employment compares to its share nationally. Location Quotients (LQs) of greater than 1 indicate that occupations that have a larger share of total employment in Larimer County than they do nationally. LQs of 1.25 or higher are interpreted to mean that Larimer County is relatively specialized in those areas.  Employment, 2013-2018: These statistics show the estimated number of jobs in each occupation for 2013 and the projected number of jobs in 2018.  Staffing Environment: Based on the ranking of the staffing environment indicator (see text box page 13), a category of hiring difficulty was assigned. These categories indicate whether an occupation is relatively hard to fill, neutral, or easy to fill. Hard to fill occupations are classified as facing an unfavorable staffing environment, and easy to fill are classified as facing a favorable staffing environment.  Median Hourly Wage: The median hourly wage for Larimer County is provided. Any occupation that pays more than the local average is shaded dark blue. The local median is also shown as a percent of the US Median Hourly wage to indicate where local employers are paying a wage premium. Those occupations paying 110 percent or greater than the US median are shaded dark blue.  Openings, 2013-2018: Openings are the number of new jobs (the change in total employment) and the number of replacement jobs (jobs that must be filled due to turnover).  Share of Workers, Age 55+: This statistics indicates which occupations are likely facing a wave of retirements in the near future.  Education & Training: The education and training information shows the type of education, work experience, and on-the-job training that is typically needed to gain entry into each occupation. ENGINEERING & TECHNICAL INFORMATION TECHNOLOGY SALES & OPERATIONS HEALTHCARE Packet Pg. 225 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 26 ENGINEERING & TECHNICAL The Engineering and Technical talent cluster includes all of the architecture and engineering occupations (17-0000) and associated managers. The three primary subcomponents of this group are Architects, Surveyors, and Cartographers (17- 1000), Engineers (17-2000), and Drafters, Engineering Technicians, and Mapping Technicians (17-3000). This sector accounted for 4,793 jobs in 2013. The sector contracted just over 8 percent between 2008 and 2013 and is projected to contract another 1.5 percent between 2013 and 2018. Much of this decline is driven by a projected drop in employment for Computer Hardware Engineers. Embedded in this negative trend, however, are some important bright spots. First, all but six of the primary occupations are projected to experience increases in employment. In fact, excluding the expected declines in Computer Hardware Engineers, the sector is expected to grow by 2 percent. Second is the relative strength of the region in most of these engineering and technical occupations. In all but 2 occupations, the location quotient of Larimer County is higher than 1. In three occupations, the relative concentration of employees in these sectors is significantly higher than the nation—Computer Hardware Engineers, Environmental Engineers, and Environmental Engineering Technicians. PRIMARY OCCUPATIONS RELATIVE CONCENTRATIONS (2013) AND PROJECTIONS 2013-18 Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description 2013 (estimated) 17-2061 Computer Hardware Engineers 10.92 940 777  17-2051 Civil Engineers 1.83 528 548  17-2141 Mechanical Engineers 1.70 460 470  11-9041 Architectural and Engineering Managers 1.76 354 345  17-2112 Industrial Engineers 1.20 280 292  17-3023 Electrical and Electronics Engineering Technicians 1.80 275 264  17-2071 Electrical Engineers 1.45 247 252  17-2072 Electronics Engineers, Except Computer 1.63 235 250  17-2081 Environmental Engineers 3.56 193 201  17-1011 Architects, Except Landscape and Naval 1.52 172 180  17-3011 Architectural and Civil Drafters 1.32 124 121  17-3022 Civil Engineering Technicians 1.58 118 115  17-3025 Environmental Engineering Technicians 5.40 107 110  17-3031 Surveying and Mapping Technicians 1.84 102 106  17-3013 Mechanical Drafters 1.39 95 91  17-3026 Industrial Engineering Technicians 1.02 72 75  17-2199 Engineers, All Other 0.43 63 64  17-1022 Surveyors 1.32 59 60  17-3029 Engineering Technicians, All Other 0.84 59 62  17-3012 Electrical and Electronics Drafters 1.63 50 51  Location Quotient (LQ) 2013 Employment 2018 (projected) Packet Pg. 226 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 27 ENGINEERING & TECHNICAL (CONT.) Examining the staffing environment for the primary occupations reveals other areas of potential need. Due to the recent change in demand and wage environment, eight of the primary occupations are currently considered hard to fill. These are Mechanical Engineers, Computer Hardware Engineers, Industrial Engineers, Architectural and Engineering Managers, Electronics Engineers, Architects, Industrial Engineering Technicians, and Mechanical Drafters. Furthermore, five occupations pay a premium to the national median hourly wage rate of more than 10%. In some cases, this can indicate recruiting difficulty as well. Those occupations are Electronics Engineers, Electrical and Electronics Engineering Technicians, Surveying and Mapping Technicians, and Mechanical Drafters. Another primary factor influencing staffing difficulty is the rate of turnover. Looking at the ratio of new jobs, versus replacement jobs and the aging of workers in each occupation, can provide insight into the expected rate of turnover. In all of the primary occupations, replacement jobs account for most of the openings. In four occupations, replacement jobs account for 100 percent of the total openings and the age profile of workers is relatively young. These include Computer Hardware Engineers, Architectural and Engineering Managers, Architectural and Civil Drafters, and Mechanical Drafters. None of the occupations have a large share of workers greater than 55 years old. STAFFING ENVIRONMENT STAFFING ENVIRONMENT INDICATOR, WAGES, OPENINGS, AGE PROFILE Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Description County ($) % of US Total (projected) 17-2051 Civil Engineers Neutral  $37.29 99% 91 22.7% 17-2141 Mechanical Engineers Hard to Fill  $37.97 98% 91 18.7% 17-2061 Computer Hardware Engineers Hard to Fill  $52.89 110% 89 13.0% 17-2112 Industrial Engineers Hard to Fill  $40.40 107% 54 20.0% 11-9041 Architectural & Engineering Managers Hard to Fill  $64.33 107% 43 22.0% 17-2072 Electronics Engineers, Except Computer Hard to Fill  $55.14 125% 42 20.0% 17-1011 Architects, Except L&scape & Naval Hard to Fill  $35.49 109% 39 18.0% 17-2071 Electrical Engineers Neutral  $43.44 103% 33 21.0% 17-2081 Environmental Engineers Neutral  $37.94 98% 33 16.0% 17-3023 Electrical and Electronics Engineering Technicians Neutral  $30.84 111% 29 20.0% 17-3025 Environmental Engineering Technicians Easiest to Fill  $18.07 83% 14 18.0% 17-3031 Surveying&Mapping Technicians Neutral  $21.48 112% 14 16.0% 17-3022 Civil Engineering Technicians Easy to Fill  $18.09 79% 12 18.0% 17-3026 Industrial Engineering Technicians Hard to Fill  $28.09 115% 11 18.0% 17-2199 Engineers, All Other Neutral  $43.65 102% 11 24.0% 17-3011 Architectural & Civil Drafters Neutral  $22.72 99% 9 15.0% 17-1022 Surveyors Neutral  $29.76 109% 9 19.0% 17-3029 Engineering Technicians, Except Drafters, All Other Neutral  $29.67 104% 8 20.0% 17-3013 Mechanical Drafters Hard to Fill  $26.92 111% 6 16.0% 17-3012 Electrical & Electronics Drafters Neutral  $27.42 103% 5 -- Share of workers age 55+ Job Openings, 2013-2018 Staffing Environment Earnings 22% 11% 0% 22% 0% 36% 21% 15% 24% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 28 ENGINEERING & TECHNICAL (CONT.) All but one of the occupations requires at least two years of education. The engineering and architect occupations require a bachelor’s degree. The technician and drafter occupations require an associate’s degree. Surveying and Mapping Technicians require a high school dipoloma and moderate on-the-job training. EDUCATION & TRAINING EDUCATION LEVEL, WORK EXPERIENCE, AND ON-THE-JOB TRAINING Average Regional Completions Education & Training SOC Description Typical education needed for entry Work experience in a related occupation Typical on-the-job training (OJT) needed to attain competency in the occupation 17-2051 Civil Engineers 119 Bachelor's degree None None 17-2141 Mechanical Engineers 125 Bachelor's degree None None 17-2061 Computer Hardware Engineers 6 Bachelor's degree None None 17-2112 Industrial Engineers 0 Bachelor's degree None None 11-9041 Architectural & Engineering Managers 414 Bachelor's degree 5 years + None 17-2072 Electronics Engineers, Except Computer 46 Bachelor's degree None None 17-1011 Architects, Except Landscape & Naval 0 Bachelor's degree None Internship/residency 17-2071 Electrical Engineers 46 Bachelor's degree None None 17-2081 Environmental Engineers 12 Bachelor's degree None None 17-3023 Electrical & Electronics Engineering Technicians 30 Associate's degree None None 17-3025 Environmental Engineering Technicians 0 Associate's degree None None 17-3031 Surveying & Mapping Technicians 34 HS diploma or equiv. None Moderate-term OJT 17-3022 Civil Engineering Technicians 236 Associate's degree None None 17-3026 Industrial Engineering Technicians 0 Associate's degree None None 17-2199 Engineers, All Other 26 Bachelor's degree None None 17-3011 Architectural & Civil Drafters 27 Associate's degree None None 17-1022 Surveyors 34 Bachelor's degree < 5 years None 17-3029 Engineering Technicians, Except Drafters, All Other 109 Associate's degree None None 17-3013 Mechanical Drafters 27 Associate's degree None None 17-3012 Electrical & Electronics Drafters 27 Associate's degree None None Source: Bureau of Labor Statistics, National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012. Packet Pg. 228 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 29 ENGINEERING & TECHNICAL (CONT.) TOP FIELDS OF STUDY Looking at the number of students graduating from regional programs in fields related to engineering and technical occupations, reveals that the largest number are Construction Engineering Technicians. Mechanical Engineering and Civil Engineering are also popular fields of study, graduating more than 100 students on average each year. Of note, there are no Computer Hardware Engineering, Industrial Engineering, Environmental Engineering technician, and Industrial Engineering technician graduates in the region. Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012 0 50 100 150 200 250 Construction Engineering Tech (15.1001) Mechanical Engineering (14.1901) Civil Engineering, General (14.0801) Electrical and Electronics Engineering (14.1001) Energy Mgmt. & Systems Tech (15.0503) Chemical Engineering (14.0701) Engineering Technology, General (15.0000) GIS/Cartography (45.0702) Landscape Architecture (4.0601) CAD/CADD Drafting & Design Tech. (15.1302) Engineering, General (14.0101) Architectural Engineering Tech. (15.0101) Environmental/Env. Health Engineering (14.1401) Electrical/Electronic/Comm. Eng. Tech. (15.0303) Biomedical Technology/Technician (15.0401) HVAC/Refrigeration Engineering Tech. (15.0501) Award of <1 academic year Award of at least 1 but <2 academic years Associate's degree Bachelor's degree Advanced Packet Pg. 229 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 30 ENGINEERING & TECHNICAL (CONT.) On the following pages are profiles of individual occupations that are expected to continue to face a difficult staffing environment. The profiles provide an overview of the occupations with sample job titles and a snapshot of local demand and supply statistics. MECHANICAL ENGINEERS (SOC 17-2141) Perform engineering duties in planning and designing tools, engines, machines, and other mechanically functioning equipment. Oversee installation, operation, maintenance, and repair of equipment such as centralized heat, gas, water, and steam systems. Sample of reported job titles: Mechanical Engineer, Design Engineer, Product Engineer, Mechanical Design Engineer, Process Engineer, Equipment Engineer, Design Maintenance Engineer, Systems Engineer, Chassis Systems Engineer, Commissioning Engineer Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 125 Jobs in occupation in region, 2013 460 2013 LQ (US = 1.00) 1.70 Total est. openings, 2013-2018 91 From new growth 10 From replacement demand 81 Median hourly wage $37.97 Relative to US (US = 1.00) 0.98 Typical Education/Training: Bachelor’s degree CIVIL ENGINEERS (SOC 17-2051) Perform engineering duties in planning, designing, and overseeing construction and maintenance of building structures, and facilities, such as roads, railroads, airports, bridges, harbors, channels, dams, irrigation projects, pipelines, power plants, and water and sewage systems. Sample of reported job titles: Civil Engineer, Engineer, Project Engineer, Project Manager, Structural Engineer, City Engineer, Civil Engineering Manager, Design Engineer, Railroad Design Consultant, Research Hydraulic Engineer Occupation Snapshot Average annual awards, 2010-2012 119 Jobs in occupation in region, 2013 528 2013 LQ (US = 1.00) 1.83 Total est. openings, 2013-2018 91 From new growth 20 From replacement demand 71 Median hourly wage $37.29 Relative to US (US = 1.00) 0.99 Typical Education/Training: Bachelor’s degree Bachelor's degree 80% Advanced degree 20% Bachelor's degree 61% Advanced degree 39% Packet Pg. 230 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 31 COMPUTER HARDWARE ENGINEERS (SOC 17-2061) Research, design, develop, or test computer or computer-related equipment for commercial, industrial, military, or scientific use. May supervise the manufacturing and installation of computer or computer-related equipment and components. Sample of reported job titles: Design Engineer, Engineer, Field Service Engineer, Hardware Design Engineer, Hardware Engineer, Network Engineer, Project Engineer, Senior Hardware Engineer, Systems Engineer, Systems Integration Engineer Occupation Snapshot Average annual awards, 2010-2012 6 Jobs in occupation in region, 2013 940 2013 LQ (US = 1.00) 10.92 Total est. openings, 2013-2018 89 From new growth -163 From replacement demand 252 Median hourly wage $52.89 Relative to US (US = 1.00) 1.10 Typical Education/Training: Bachelor’s degree INDUSTRIAL ENGINEERS (SOC 17-2112) Design, develop, test, and evaluate integrated systems for managing industrial production processes, including human work factors, quality control, inventory control, logistics and material flow, cost analysis, and production coordination. Sample of reported job titles: Industrial Engineer, Process Engineer, Engineer, Operations Engineer, Engineering Manager, Manufacturing Specialist, Plant Engineer, Supply Chain Engineer, Tool Engineer, Production Engineer Occupation Snapshot Average annual awards, 2010-2012 None Jobs in occupation in region, 2013 280 2013 LQ (US = 1.00) 1.20 Total est. openings, 2013-2018 54 From new growth 12 From replacement demand 42 Median hourly wage $40.40 Relative to US (US = 1.00) 1.07 Typical Education/Training: Bachelor’s degree Bachelor's degree 100% No for-credit completions were reported Packet Pg. 231 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 32 ELECTRONICS ENGINEERS, EXCEPT COMPUTER (SOC 17-2072) Research, design, develop, or test electronic components and systems for commercial, industrial, military, or scientific use employing knowledge of electronic theory and materials properties. Design electronic circuits and components for use in fields such as telecommunications, aerospace guidance and propulsion control, acoustics, or instruments and controls. Sample of reported job titles: Design Engineer, Engineer, Test Engineer, Electronics Engineer, Product Engineer, Engineering Manager, Electrical Design Engineer, Integrated Circuit Design Engineer (IC Design Engineer), Evaluation Engineer, Research and Development Engineer (R&D Engineer) Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 46 Jobs in occupation in region, 2013 235 2013 LQ (US = 1.00) 1.63 Total est. openings, 2013-2018 42 From new growth 15 From replacement demand 27 Median hourly wage $55.14 Relative to US (US = 1.00) 1.25 Typical Education/Training: Bachelor’s degree Bachelor's degree 50% Advanced degree 50% Packet Pg. 232 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 33 INFORMATION TECHNOLOGY The Information Technology talent cluster includes all of the Computer and Mathematical occupations (15-1100) and associated managers. This group includes Computer and Information Research Scientists (15-1110), Computer and Information Analysts (15-1120), Software Developers and Programmers (15-1130), Database and Systems Administrators (15-1140), and Computer Support Specialists (15-1150) This sector accounted for 5,235 jobs in 2013. The sector grew 6.5 percent between 2008 and 2013 and is projected to grow another 8.6 percent between 2013 and 2018. This growth is spread fairly evenly across most of the occupations in the sector with the exception of Systems Software Developers. In six of the occupations, the region has a higher than average concentration of employees than the nation. The location quotient for Systems Software Developers is almost three times that of the nation. Web Developers, Applications Software Developers, Computer User Support Specialists, and Computer Network Support Specialists have higher than average location quotients. In Computer Programmer, Computer Network Architect, and Database Administrator occupations, the concentration of employees is significantly low relative to the nation. PRIMARY OCCUPATIONS RELATIVE CONCENTRATIONS (2013) AND PROJECTIONS 2013-18 Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description 2013 (estimated) 15-1133 Software Developers, Systems Software 2.98 1,273 1,264  15-1132 Software Developers, Applications 1.65 1,058 1,145  15-1151 Computer User Support Specialists 1.26 782 886  15-1121 Computer Systems Analysts 0.80 434 515  15-1199 Computer Occupations, All Other 1.85 386 412  15-1142 Network and Computer Systems Administrators 0.93 353 393  15-1134 Web Developers 1.96 282 314  11-3021 Computer and Information Systems Managers 0.82 279 306  15-1152 Computer Network Support Specialists 1.27 241 255  15-1131 Computer Programmers 0.55 196 227  15-1141 Database Administrators 0.74 90 105  15-1143 Computer Network Architects 0.54 81 95  Location Quotient (LQ) 2013 Employment 2018 (projected) Packet Pg. 233 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 34 INFORMATION TECHNOLOGY (CONT.) All but three of the primary occupations in the Information Technology sector are currently considered hard-to-fill. These include Computer User Support Specialists, Computer Systems Analysts, Systems Software Developers, Network and Computer Systems Administrators, Other Computer Occupations, Computer and Information Systems Managers, Computer Network Support Specialists, Database Administrators, and Computer Network Architects. Three of the occupations are paying a wage premium of 10 percent over the US median hourly wage. These occupations include Other Computer Occupations, Computer Programmers, and Database Administrators. Of note, Computer Programmers and Database Administrators are also occupations with relatively low location quotients, which means there are relatively few workers in those occupations. For all but one occupation, new jobs account for the majority of the openings while replacement jobs account for 32 to 59 percent of the openings. The share of workers age 55 and older is not more than 18 percent in any of the occupations. Although the total number of Systems Software Developers is expected to decline, 94 openings are projected for the occupation over the next 5 years, which is an indicator that there is high turnover in that occupation. STAFFING ENVIRONMENT STAFFING ENVIRONMENT INDICATOR, WAGES, OPENINGS, AGE PROFILE Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description County ($) % of US Total (projected) 15-1151 Computer User Support Specialists Hardest to Fil  $23.30 104% 171 16% 15-1132 Software Developers, Applications Neutral  $38.02 88% 158 12% 15-1121 Computer Systems Analysts Hardest to Fil  $36.64 97% 119 17% 15-1133 Software Developers, Systems Software Hardest to Fil  $48.67 103% 94 12% 15-1142 Network & Computer Systems Administrators Hard to Fill  $32.89 95% 72 12% 15-1199 Computer Occupations, All Other Hard to Fill  $43.00 112% 60 18% 15-1131 Computer Programmers Neutral  $39.32 112% 60 14% 15-1134 Web Developers Neutral  $20.83 75% 56 8% 11-3021 Computer & Information Systems Managers Hard to Fill  $57.35 100% 48 15% 15-1152 Computer Network Support Specialists Hardest to Fil  $29.11 103% 34 13% 15-1141 Database Administrators Hard to Fill  $41.95 113% 24 13% 15-1143 Computer Network Architects Hard to Fill  $42.49 98% 24 -- Job Openings, 2013-2018 Staffing Environment Share of workers age 55+ Earnings 61% 55% 68% 0% 56% 43% 52% 57% 56% 41% 63% 58% 39% 45% 32% 100% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 35 INFORMATION TECHNOLOGY (CONT.) Of the primary IT occupations, only Computer User Support Specialists, Web Developers, and Computer Network Support Specialists require less than a bachelor’s degree. Computer User Support Specialists require some college but no degree while Web Developers and Computer Network Support Specialists need associate’s degrees. All of the other primary occupations require a bachelor’s degree. Computer and Information Systems Managers and Computer Network Architects require five or more years of related work experience. Database Administrators require between one and five years. EDUCATION & TRAINING EDUCATION LEVEL, WORK EXPERIENCE, AND ON-THE-JOB TRAINING Average Regional Completions Education & Training SOC Code Description Typical education needed for entry Work experience in a related occupation Typical on-the-job training (OJT) needed to attain competency in the occupation 15-1151 Computer User Support Specialists 282 Some college, no degree None Moderate-term OJT 15-1132 Software Developers, Applications 10 Bachelor's degree None None 15-1121 Computer Systems Analysts 282 Bachelor's degree None None 15-1133 Software Developers, Systems Software 53 Bachelor's degree None None 15-1142 Network & Computer Systems Admin. 451 Bachelor's degree None None 15-1199 Computer Occupations, All Other 282 Bachelor's degree None None 15-1131 Computer Programmers 282 Bachelor's degree None None 15-1134 Web Developers 4 Associate's degree None None 11-3021 Computer & Info. Systems Managers 267 Bachelor's degree 5 years + None 15-1152 Computer Network Support Specialists 14 Associate's degree None None 15-1141 Database Administrators 282 Bachelor's degree < 5 years None 15-1143 Computer Network Architects 185 Bachelor's degree 5 years+ None Source: Bureau of Labor Statistics, National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012. Packet Pg. 235 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 36 INFORMATION TECHNOLOGY (CONT.) TOP FIELDS OF STUDY In the region, there are about 300 completions, on average, in fields of study related to IT occupations. Although the primary occupations in this sector require specific skills, almost all of the regional completions are in more general computer and information science fields. The majority of the regional completions are in the General Computer and Information Science field. Management Information Systems and Information Science each have about 50 completions, on average. Computer Networking and Telecommunications has 10 completions. Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012 0 50 100 150 200 250 Computer & Info. Sciences, General (11.0101) Mgmt. Info. Systems, General (52.1201) Information Science/Studies (11.0401) Computer Networking & Telecomm. (11.0901) Award of <1 academic year Award of at least 1 but <2 academic years Associate's degree Bachelor's degree Advanced Packet Pg. 236 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 37 INFORMATION TECHNOLOGY (CONT.) On the following pages are profiles of individual occupations that are expected to continue to face a difficult staffing environment. The profiles provide an overview of the occupations with sample job titles and a snapshot of local demand and supply statistics. COMPUTER USER SUPPORT SPECIALISTS (SOC 15-1151) Provide technical assistance to computer users. Answer questions or resolve computer problems for clients in person, or via telephone or electronically. May provide assistance concerning the use of computer hardware and software, including printing, installation, word processing, electronic mail, and operating systems. Sample of reported job titles: Information Technology Specialist (IT Specialist), Support Specialist, Computer Technician, Computer Support Specialist, Help Desk Analyst, Technical Support Specialist, Network Support Specialist, Electronic Data Processing Auditor (EDP Auditor), Network Technician, Computer Specialist Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 301 Jobs in occupation in region, 2013 782 2013 LQ (US = 1.00) 1.26 Total est. openings, 2013-2018 171 From new growth 104 From replacement demand 67 Median hourly wage $23.30 Relative to US (US = 1.00) 1.04 Typical Education/Training: Some college, no degree SOFTWARE DEVELOPERS, APPLICATIONS (SOC 15-1132) Develop, create, and modify general computer applications software or specialized utility programs. Analyze user needs and develop software solutions. Design software or customize software for client use with the aim of optimizing operational efficiency. May analyze and design databases within an application area, working individually or coordinating database development as part of a team. May supervise computer programmers. Sample of reported job titles: Software Engineer, Application Integration Engineer, Programmer Analyst, Software Development Engineer, Computer Consultant, Software Architect, Software Developer, Technical Consultant, Applications Developer, Business Systems Analyst Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 10 Jobs in occupation in region, 2013 1,058 2013 LQ (US = 1.00) 1.65 Total est. openings, 2013-2018 158 From new growth 87 From replacement demand 71 Median hourly wage $38.02 Relative to US (US = 1.00) 0.88 Typical Education/Training: Bachelor’s degree Award of <1 year 42% Associate's degree 18% Bachelor's degree 25% Advanced degree 16% Associate's degree 24% Bachelor's degree 76% Packet Pg. 237 DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 38 COMPUTER SYSTEMS ANALYSTS (SOC 15-1121) Analyze science, engineering, business, and other data processing problems to implement and improve computer systems. Analyze user requirements, procedures, and problems to automate or improve existing systems and review computer system capabilities, workflow, and scheduling limitations. May analyze or recommend commercially available software. Sample of reported job titles: Systems Analyst, Programmer Analyst, Business Systems Analyst, Computer Systems Analyst, Computer Systems Consultant, Computer Analyst, Information Systems Analyst (ISA), Applications Analyst, Business Analyst, Systems Engineer Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 301 Jobs in occupation in region, 2013 434 2013 LQ (US = 1.00) 0.80 Total est. openings, 2013-2018 119 From new growth 81 From replacement demand 38 Median hourly wage $36.64 Relative to US (US = 1.00) 0.97 Typical Education/Training: Bachelor’s degree SOFTWARE DEVELOPERS, SYSTEMS SOFTWARE (SOC 15-1133) Research, design, develop, and test operating systems-level software, compilers, and network distribution software for medical, industrial, military, communications, aerospace, business, scientific, and general computing applications. Set operational specifications and formulate and analyze software requirements. May design embedded systems software. Apply principles and techniques of computer science, engineering, and mathematical analysis. Sample of reported job titles: Developer, Infrastructure Engineer, Network Engineer, Publishing Systems Analyst, Senior Software Engineer, Software Architect, Software Developer, Software Engineer, Systems Coordinator, Systems Engineer Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 62 Jobs in occupation in region, 2013 1,273 2013 LQ (US = 1.00) 2.98 Total est. openings, 2013-2018 94 From new growth -9 From replacement demand 103 Median hourly wage $48.67 Relative to US (US = 1.00) 1.03 Typical Education/Training: Bachelor’s degree Award of <1 year 42% Associate's degree 18% Bachelor's degree 25% Advanced degree 16% Award of <1 year 40% Associate's degree 4% Bachelor's degree 56% Packet Pg. 238 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 39 NETWORK AND COMPUTER SYSTEMS ADMINISTRATORS (SOC 15-1142) Install, configure, and support an organization's local area network (LAN), wide area network (WAN), and Internet systems or a segment of a network system. Monitor network to ensure network availability to all system users and may perform necessary maintenance to support network availability. May monitor and test Web site performance to ensure Web sites operate correctly and without interruption. May assist in network modeling, analysis, planning, and coordination between network and data communications hardware and software. May supervise computer user support specialists and computer network support specialists. May administer network security measures. Sample of reported job titles: Systems Administrator, Network Administrator, Network Engineer, Information Technology Specialist (IT Specialist), Local Area Network Administrator (LAN Administrator), Information Technology Manager (IT Manager), Information Technology Director (IT Director), Systems Engineer, Network Manager, Network Specialist Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 301 Jobs in occupation in region, 2013 353 2013 LQ (US = 1.00) 0.93 Total est. openings, 2013-2018 72 From new growth 40 From replacement demand 32 Median hourly wage $32.89 Relative to US (US = 1.00) 0.95 Typical Education/Training: Bachelor’s degree Award of <1 year 42% Associate's degree 18% Bachelor's degree 25% Advanced degree 16% Packet Pg. 239 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 40 SALES & OPERATIONS The Sales & Operations talent cluster includes the managers, analysts, and specialists related to core business functions that support the region’s industry clusters. These include ocucupations such as finance, human resources, purchasing, logistics, sales, and marketing. This sector accounted for 11,053 jobs in 2013. The sector grew almost 1 percent between 2008 and 2013 and is projected to grow another 7.9 percent between 2013 and 2018. The primary sources of growth are in General and Operations Managers, Business Operations Specialists, Accountants and Auditors, and Sales Representatives for Wholesale, Manufacturing, and Services. Larimer County has a relatively low concentration of workers in this sector in comparison to the nation. Sixteen of the primary occupations in this cluster have location quotients at or below the nation. Business Operations Specialists, Cost Estimators, and Market Research Analysts are the only occupations that have location quotients 25 percent or more higher than national. Financial Managers, Sales Representatives of Technical and Scientific Products, Financial Analysts, Financial Specialists, Industrial Production Managers, and Human Resource Managers have relative concentrations less than half that of the nation. PRIMARY OCCUPATIONS RELATIVE CONCENTRATIONS (2013) AND PROJECTIONS 2013-18 Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description 2013 (estimated) 11-1021 General and Operations Managers 1.02 2,097 2,241  13-1199 Business Operations Specialists, All Other 1.66 1,669 1,777  41-4012 Sales Representatives, Wholesale and Manufacturing 0.96 1,500 1,576  13-2011 Accountants and Auditors 1.00 1,347 1,478  41-3099 Sales Representatives, Services, All Other 0.97 784 849  13-1111 Management Analysts 0.76 564 613  13-1161 Market Research Analysts and Marketing Specialists 1.25 562 629  13-1071 Human Resources Specialists 0.98 434 464  13-1051 Cost Estimators 1.50 326 336  11-2022 Sales Managers 0.59 226 240  11-3031 Financial Managers 0.40 214 242  13-1041 Compliance Officers 0.73 179 196  41-4011 Sales Representatives, Technical and Scientific Products 0.39 159 173  11-2021 Marketing Managers 0.74 145 157  13-1151 Training and Development Specialists 0.59 139 168  13-2051 Financial Analysts 0.42 111 124  13-1081 Logisticians 0.71 93 107  41-9031 Sales Engineers 1.01 75 81  13-2099 Financial Specialists, All Other 0.46 73 82  11-3051 Industrial Production Managers 0.40 68 72  11-3121 Human Resources Managers 0.47 53 59  13-2031 Budget Analysts 0.81 50 55  Location Quotient (LQ) 2013 Employment 2018 (projected) Packet Pg. 240 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 41 SALES & OPERATIONS (CONT.) Four of the primary occupations in Sales & Operations sector are currently considered hard-to-fill. These include Wholesale and Manufacturing Sales Representatives, Services Sales Representatives, Human Resource Specialists, and Sales Engineers. One of the occupations is paying a wage premium of 10 percent over the US median hourly wage—Industrial Production Managers. The split of new jobs to replacement jobs is fairly even across most of the occupations with a few exceptions. The openings for Cost Estimators are driven by replacement jobs, with more than 30 percent of the workers in this occupation age 55 and older. The openings for Market Research Analysts, Training and Development Specialists, Logisticians, and Financial Specialists are largely driven by new jobs rather than replacement jobs. Three of the occupations—Accountants, Management Analysts, and Cost Estimators—face a likely wave of retirements with more than 25 percent of workers in these occupations age 55 or older. STAFFING ENVIRONMENT STAFFING ENVIRONMENT INDICATOR, WAGES, OPENINGS, AGE PROFILE Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description County ($) % of US Total (projected) 11-1021 General & Operations Managers Neutral  $38.47 84% 350 21% 13-2011 Accountants & Auditors Neutral  $25.90 86% 344 25% 41-4012 Sales Representatives, Wholesale & Manuf. Hard to Fill  $22.85 88% 235 23% 13-1199 Business Operations Specialists, All Other Neutral  $29.10 93% 228 22% 41-3099 Sales Representatives, Services, All Other Hard to Fill  $23.24 96% 183 20% 13-1161 Market Research Analysts & Marketing Specialists Neutral  $26.37 91% 108 15% 13-1111 Management Analysts Neutral  $29.15 81% 95 37% 13-1071 Human Resources Specialists Hard to Fill  $24.17 90% 71 20% 13-1051 Cost Estimators Neutral  $26.23 94% 65 31% 11-3031 Financial Managers Neutral  $52.72 101% 49 19% 13-1151 Training & Development Specialists Neutral  $25.49 95% 44 17% 11-2022 Sales Managers Neutral  $40.08 81% 40 16% 13-1041 Compliance Officers Neutral  $22.89 77% 35 21% 41-4011 Sales Representatives, Technical & Sci. Products Neutral  $34.03 95% 32 18% 11-2021 Marketing Managers Neutral  $45.63 82% 29 17% 13-2051 Financial Analysts Neutral  $38.65 105% 28 11% 13-1081 Logisticians Easy to Fill  $28.39 81% 20 19% 11-3121 Human Resources Managers Neutral  $50.08 108% 15 21% 13-2031 Budget Analysts Neutral  $35.55 107% 15 -- 13-2099 Financial Specialists, All Other Neutral  $30.35 104% 14 18% 41-9031 Sales Engineers Hard to Fill  $47.21 107% 13 19% 11-3051 Industrial Production Managers Neutral  $47.87 113% 11 21% Staffing Environment Share of workers age 55+ Job Openings, 2013-2018 y Earnings 41% 38% 32% 47% 36% 62% 52% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 42 SALES & OPERATIONS (CONT.) All of the primary occupations in the Sales & Operations talent cluster require a bachelor’s degree. Sales Representatives for Wholesale, Manufacturing, and Services and Business Operations Specialist require a high school diploma or equivalent. Financial Managers, Marketing Managers, Human Resource Managers, and Industrial Production Managers also require five or more years of work experience. General and Operations Managers, Management Analysts, Training and Development Specialists, and Sales Managers require between one and five years of work experience. EDUCATION & TRAINING EDUCATION LEVEL, WORK EXPERIENCE, AND ON-THE-JOB TRAINING Average Regional Completions Education & Training SOC Code Description Typical education needed for entry Work experience in a related occupation Typical on-the-job training (OJT) needed to attain competency in the occupation 11-1021 General & Operations Managers 1,336 Bachelor's degree < 5 years None 13-2011 Accountants & Auditors 6 Bachelor's degree None None 41-4012 Sales Rep, Wholesale & Mfg. 0 HS diploma or equiv. None Moderate-term OJT 13-1199 Business Ops. Specialists, All Other 0 HS diploma or equiv. None None 41-3099 Sales Rep., Services, All Other 0 HS diploma or equiv. None Short-term OJT 13-1161 Market Research Analysts & Marketing Spec. 177 Bachelor's degree None None 13-1111 Management Analysts 1,336 Bachelor's degree < 5 years None 13-1071 Human Resources Specialists 0 Bachelor's degree None None 13-1051 Cost Estimators 1,697 Bachelor's degree None None 11-3031 Financial Managers 6 Bachelor's degree 5 years + None 13-1151 Training & Development Specialists 0 Bachelor's degree < 5 years None 11-2022 Sales Managers 1,348 Bachelor's degree < 5 years None 13-1041 Compliance Officers 0 Bachelor's degree None Moderate-term OJT 41-4011 Sales Rep., Technical & Sci. Products 0 Bachelor's degree None Moderate-term OJT 11-2021 Marketing Managers 111 Bachelor's degree 5 years + None 13-2051 Financial Analysts 6 Bachelor's degree None None 13-1081 Logisticians 0 Bachelor's degree None None 11-3121 Human Resources Managers 0 Bachelor's degree 5 years + None 13-2031 Budget Analysts 6 Bachelor's degree None None 13-2099 Financial Specialists, All Other 6 Bachelor's degree None Moderate-term OJT 41-9031 Sales Engineers 0 Bachelor's degree None Moderate-term OJT 11-3051 Industrial Production Managers 1,336 Bachelor's degree 5 years + None Source: Bureau of Labor Statistics, National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012. Packet Pg. 242 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 43 SALES & OPERATIONS (CONT.) TOP FIELDS OF STUDY For the most part, the completions in the fields of study related to the primary occupations in the Sales & Operations are in general topic areas: business, economics, and marketing. In these general fields of study, the region has, on average, about 1,500 completions. Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012 0 250 500 750 1,000 Business/Commerce, General (52.0101) Business Admin. & Mgmt., General (52.0201) Construction Engineering Tech (15.1001) Economics, General (45.0601) Mechanical Engineering (14.1901) Apparel & Textile Marketing Mgmt. (19.0905) Agricultural Economics (1.0103) Marketing/Mktng. Mgmt., General (52.1401) Award of <1 academic year Award of at least 1 but <2 academic years Associate's degree Bachelor's degree Advanced Packet Pg. 243 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 44 SALES & OPERATIONS (CONT.) On the following pages are profiles of individual occupations that are expected to continue to face a difficult staffing environment. The profiles provide an overview of the occupations with sample job titles and a snapshot of local demand and supply statistics. GENERAL AND OPERATIONS MANAGERS (SOC 11-1021) Plan, direct, or coordinate the operations of public or private sector organizations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services. Sample of reported job titles: Operations Manager, General Manager (GM), Director of Operations, Plant Manager, Store Manager, Facilities Manager, Plant Superintendent, Vice President of Operations, Warehouse Manager, Chief Operating Officer (COO) Occupation Snapshot Average annual awards, 2010-2012 1,336 Jobs in occupation in region, 2013 2,097 2013 LQ (US = 1.00) 1.02 Total est. openings, 2013-2018 350 From new growth 144 From replacement demand 206 Median hourly wage $38.47 Relative to US (US = 1.00) 0.84 Typical Education/Training: Bachelor’s degree ACCOUNTANTS AND AUDITORS (SOC 13-2011) Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data. Sample of reported job titles: Accountant, Certified Public Accountant (CPA), Staff Accountant, Accounting Manager, Cost Accountant, General Accountant, Accounting Officer, Business Analyst, Accounting Supervisor, Financial Reporting Accountant, Auditor, Internal Auditor, Auditor-in-Charge, Assurance Manager, Audit Manager, Internal Audit Director, Assurance Senior, Audit Partner, Deputy for Audit, Financial Auditor Occupation Snapshot Average annual awards, 2010-2012 6 Jobs in occupation in region, 2013 1,347 2013 LQ (US = 1.00) 1.00 Total est. openings, 2013-2018 344 From new growth 131 From replacement demand 213 Median hourly wage $25.90 Relative to US (US = 1.00) 0.86 Typical Education/Training: Bachelor’s degree Award of <1 year, 6% Associate's degree, 1% Bachelor's degree, 61% Advanced degree, 32% Associate's degree, 19% Bachelor's degree, 16% Advanced degree, DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 45 MARKET RESEARCH ANALYSTS AND MARKETING SPECIALISTS (SOC 13-1161) Research market conditions in local, regional, or national areas, or gather information to determine potential sales of a product or service, or create a marketing campaign. May gather information on competitors, prices, sales, and methods of marketing and distribution. Sample of reported job titles: Market Research Analyst, Market Analyst, Project Manager, Market Research Consultant, Client Service and Consulting Manager, Market Research Manager, Product Line Manager, Business Development Specialist, Client Services Vice President, Communications Specialist Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 177 Jobs in occupation in region, 2013 562 2013 LQ (US = 1.00) 1.25 Total est. openings, 2013-2018 108 From new growth 67 From replacement demand 41 Median hourly wage $26.37 Relative to US (US = 1.00) 0.91 Typical Education/Training: Bachelor’s degree HUMAN RESOURCES SPECIALISTS (SOC 13-1071) Perform activities in the human resource area. Includes employment specialists who screen, recruit, interview, and place workers. Sample of reported job titles: Corporate Recruiter, Employment Coordinator, Employment Representative, Employment Specialist, Human Resources Coordinator, Human Resources HR Generalist, Human Resources Specialist (HR Specialist), Personnel Coordinator, Recruiter, Technical Recruiter Occupation Snapshot Average annual awards, 2010-2012 None Jobs in occupation in region, 2013 434 2013 LQ (US = 1.00) 0.98 Total est. openings, 2013-2018 71 From new growth 30 From replacement demand 41 Median hourly wage $24.17 Relative to US (US = 1.00) 0.90 Typical Education/Training: Bachelor’s degree Award of <1 year, 4% Associate's degree, 4% Bachelor's degree, 78% Advanced degree, 14% No for-credit completions were reported Packet Pg. 245 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 46 COST ESTIMATORS (SOC 13-1051) Prepare cost estimates for product manufacturing, construction projects, or services to aid management in bidding on or determining price of product or service. May specialize according to particular service performed or type of product manufactured. Sample of reported job titles: Estimator, Cost Estimator, Estimator Project Manager, Project Manager, Construction Estimator, Cost Analyst, Design Consultant, Operations Manager, Sales Engineer Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 1,697 Jobs in occupation in region, 2013 326 2013 LQ (US = 1.00) 1.50 Total est. openings, 2013-2018 65 From new growth 10 From replacement demand 55 Median hourly wage $26.23 Relative to US (US = 1.00) 0.94 Typical Education/Training: Bachelor’s degree Award of <1 year 5% Associate's degree 1% Bachelor's degree 68% Advanced degree 26% Packet Pg. 246 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 47 HEALTHCARE The Healthcare talent cluster consists of Healthcare Practitioners and Technical Occupations (29-000) and Healthcare Support Occupations (31-0000). The sector as a whole employed 15,976 workers in 2013. The sector grew 16.9 percent between 2008 and 2013 and is projected to grow another 18.1 percent between 2013 and 2018. This increase is largely accounted for by growth in the number of Registered Nurses, Nursing Assistants, and Home Health Aides. Larimer County has high concentrations of Massage Therapists, Veterinary Techs, Veterinerians, Medical Transcriptionists, and Opticians. It has low concentrations of LVNs, Pharmacy Techs, Pharmacists, Respiratory Therapists, and Nurse Practitioners. PRIMARY OCCUPATIONS RELATIVE CONCENTRATIONS (2013) AND PROJECTIONS 2013-18 Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description 2013 (estimated) 29-1141 Registered Nurses 1.03 2,878 3,559  31-1014 Nursing Assistants 0.84 1,289 1,512  31-1011 Home Health Aides 1.19 1,171 1,421  31-9092 Medical Assistants 1.03 618 725  31-9091 Dental Assistants 1.86 591 642  29-2061 Licensed Practical and Licensed Vocational Nurses 0.67 521 624  31-9011 Massage Therapists 3.05 449 487  29-1069 Physicians and Surgeons, All Other 1.13 408 470  29-2056 Veterinary Technologists and Technicians 3.52 315 380  29-1123 Physical Therapists 1.43 304 367  29-2052 Pharmacy Technicians 0.68 257 290  11-9111 Medical and Health Services Managers 0.79 251 302  29-2021 Dental Hygienists 1.17 236 270  29-2034 Radiologic Technologists 1.10 227 280  29-2041 Emergency Medical Technicians and Paramedics 0.91 221 231  29-1131 Veterinarians 3.04 214 232  29-1051 Pharmacists 0.71 212 238  29-1127 Speech-Language Pathologists 1.38 183 210  29-2071 Medical Records and Health Information Technicians 0.92 181 216  31-9094 Medical Transcriptionists 2.01 181 203  29-1021 Dentists, General 1.31 177 194  29-2012 Medical and Clinical Laboratory Technicians 0.99 165 205  29-1071 Physician Assistants 1.79 165 199  Employment 2018 (projected) Location Quotient (LQ) 2013 Packet Pg. 247 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 48 PRIMARY OCCUPATIONS (CONT.) RELATIVE CONCENTRATIONS (2013) AND PROJECTIONS 2013-18 Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker Thirteen of the 43 primary occupations in the Healthcare talent cluster are considered hard to fill. Many of these occupations also earn a wage premium of 10 percent or more of the US median hourly wage. Physicians and Surgeons earn 27 percent more than the US median. Most of the openings in the Healthcare cluster are driven by new jobs. Over 75 percent of the openings are from new jobs in the Veterinary Techs, Radiologic Techs, Health Techs, Diagnosis Medical Sonographers, and Dietitians. Over 70 percent of the openings are from replacement jobs in Veterinarians and EMTs. Physicians, Family and General Practitioners, and Health Diagnosing and Treating Practitioners are the three occupations that have 25 percent or more of their workers age 55 and older. SOC Code Description 2013 (estimated) 29-2011 Medical and Clinical Laboratory Technologists 0.96 160 193  29-1122 Occupational Therapists 1.36 158 187  29-1062 Family and General Practitioners 1.10 144 159  29-2081 Opticians, Dispensing 2.02 140 158  31-9099 Healthcare Support Workers, All Other 1.18 132 156  31-9096 Veterinary Assistants and Laboratory Animal Caretakers 1.37 114 133  29-2099 Health Technologists and Technicians, All Other 1.12 107 130  29-1067 Surgeons 1.88 95 107  29-2055 Surgical Technologists 0.87 90 113  31-9097 Phlebotomists 0.76 81 99  29-1126 Respiratory Therapists 0.60 73 88  29-1031 Dietitians and Nutritionists 1.05 71 86  29-1171 Nurse Practitioners 0.59 67 83  31-9093 Medical Equipment Preparers 1.24 67 85  31-2022 Physical Therapist Aides 1.28 66 81  29-9011 Occupational Health and Safety Specialists 1.04 66 72  29-2032 Diagnostic Medical Sonographers 1.05 65 88  29-1041 Optometrists 1.55 59 64  29-1199 Health Diagnosing and Treating Practitioners, All Other 1.20 55 63  29-2057 Ophthalmic Medical Technicians 1.70 53 59  Employment 2018 (projected) Location Quotient (LQ) 2013 Packet Pg. 248 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 49 HEALTHCARE (CONT.) STAFFING ENVIRONMENT STAFFING ENVIRONMENT INDICATOR, WAGES, OPENINGS, AGE PROFILE Source: QCEW Employees, Non-QCEW Employees & Self-Employed–EMSI 2013.4 Class of Worker SOC Code Description County ($) % of US Total (projected) 29-1141 Registered Nurses Neutral  $29.07 93% 1,004 24.0% 31-1011 Home Health Aides Hard to Fill  $11.53 116% 376 19.9% 31-1014 Nursing Assistants Neutral  $12.33 105% 359 17.6% 31-9092 Medical Assistants Hard to Fill  $14.84 104% 175 14.7% 29-2061 Licensed Practical & Licensed Vocational Nurses Hard to Fill  $20.90 105% 175 24.4% 29-1069 Physicians & Surgeons, All Other Hard to Fill  ###### 127% 118 27.2% 31-9091 Dental Assistants Neutral  $15.45 93% 116 8.0% 29-1123 Physical Therapists Neutral  $32.77 86% 106 11.0% 31-9011 Massage Therapists Neutral  $12.50 83% 93 8.0% 11-9111 Medical & Health Services Managers Hard to Fill  $45.20 107% 86 22.0% 29-2056 Veterinary Technologists & Technicians Hard to Fill  $13.88 95% 83 7.0% 29-2034 Radiologic Technologists Neutral  $23.17 88% 71 16.0% 29-2021 Dental Hygienists Neutral  $32.45 95% 68 12.0% 29-1131 Veterinarians Neutral  $33.12 85% 66 15.0% 29-2012 Medical & Clinical Laboratory Technicians Neutral  $14.73 82% 65 18.0% 29-2071 Medical Records & Health Information Technicians Neutral  $16.80 102% 62 20.0% 29-2011 Medical & Clinical Laboratory Technologists Neutral  $29.67 107% 57 18.0% 29-1051 Pharmacists Neutral  $55.28 99% 53 24.1% 29-1071 Physician Assistants Hardest to Fil  $49.45 112% 51 13.0% 29-2052 Pharmacy Technicians Neutral  $15.54 110% 47 12.0% 29-2041 Emergency Medical Technicians & Paramedics Neutral  $16.90 113% 41 9.0% 29-1127 Speech-Language Pathologists Hard to Fill  $33.05 99% 41 16.0% 29-1122 Occupational Therapists Neutral  $34.32 95% 41 11.0% 31-9094 Medical Transcriptionists Neutral  $15.40 96% 40 19.0% 29-1021 Dentists, General Neutral  $50.95 71% 40 23.0% 29-2081 Opticians, Dispensing Neutral  $14.10 87% 40 18.0% 31-9099 Healthcare Support Workers, All Other Neutral  $13.09 83% 39 16.0% 29-1062 Family & General Practitioners Neutral  $44.02 55% 34 29.2% 31-9096 Veterinary Assistants & Lab. Animal Caretakers Hard to Fill  $12.95 116% 31 11.0% 29-2055 Surgical Technologists Hard to Fill  $22.81 113% 29 13.0% 29-2099 Health Technologists & Technicians, All Other Neutral  $17.53 86% 28 16.0% 29-2032 Diagnostic Medical Sonographers Hard to Fill  $35.49 112% 28 15.0% 31-9097 Phlebotomists Hard to Fill  $14.50 101% 27 -- 31-9093 Medical Equipment Preparers Hard to Fill  $15.15 102% 26 16.0% 29-1067 Surgeons Neutral  $97.82 109% 25 22.0% 29-1171 Nurse Practitioners Neutral  $46.40 107% 24 22.0% 31-2022 Physical Therapist Aides Hard to Fill  $12.84 112% 24 -- 29-1126 Respiratory Therapists Neutral  $26.35 98% 21 16.0% 29-1031 Dietitians & Nutritionists Neutral  $22.86 85% 19 18.0% 29-1041 Optometrists Neutral  $39.78 84% 16 -- 29-9011 Occupational Health & Safety Specialists Neutral  $36.04 112% 15 17.0% 29-1199 Health Diagn. & Treating Practitioners, All Other Neutral  $24.12 75% 14 25.0% 29-2057 Ophthalmic Medical Technicians Neutral  $16.47 100% 9 -- Share of workers age 55+ Job Openings, 2013-2018 Staffing DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 50 HEALTHCARE (CONT.) The primary occupations in the Healthcare talent cluster require a wide range of training, from support workers that require a high school diploma and no training to the practitioners that require a doctoral or professional degree and residency. By far the most popular field of study related to Healthcare is Nursing Aide, with almost 900 students, on average, completing the program each year. Just over 300 students complete Registered Nursing each year, on average. Veterinary Medicine graduates just over 100 students each year. EDUCATION & TRAINING EDUCATION LEVEL, WORK EXPERIENCE, AND ON-THE-JOB TRAINING Average Regional Completions Education & Training SOC Code Description Typical education needed for entry Work experience in a related occupation Typical OJT needed to attain competency in the occupation 29-1141 Registered Nurses 352 Associate's deg. None None 31-1011 Home Health Aides 0 Less than high school None Short-term OJT 31-1014 Nursing Assistants 887 Postsecondary non-deg. None None 31-9092 Medical Assistants 279 Postsecondary non-deg. None None 29-2061 Lic. Practical & Lic. Vocational Nurses 65 Postsecondary non-deg. None None 29-1069 Physicians & Surgeons, All Other 0 Doctoral or prof. deg. None Internship/residency 31-9091 Dental Assistants 13 Postsecondary non-deg. None None 29-1123 Physical Therapists 0 Doctoral or prof. deg. None None 31-9011 Massage Therapists 91 Postsecondary non-deg. None None 11-9111 Medical & Health Services Managers 6 Bachelor's deg. None None 29-2056 Veterinary Technologists & Tech. 45 Associate's deg. None None 29-2034 Radiologic Technologists 27 Associate's deg. None None 29-2021 Dental Hygienists 0 Associate's deg. None None 29-1131 Veterinarians 149 Doctoral or prof. deg. None None 29-2012 Medical & Clinical Laboratory Tech. 0 Associate's deg. None None 29-2071 Medical Records & Health Info. Tech. 87 Postsecondary non-deg. None None 29-2011 Medical & Clinical Lab. Tech. 0 Bachelor's deg. None None 29-1051 Pharmacists 0 Doctoral or prof. deg. None None 29-1071 Physician Assistants 0 Master's deg. None None 29-2052 Pharmacy Technicians 46 HS diploma or equiv. None Moderate-term OJT 29-2041 Emergency Med. Tech. & Paramedics 538 Postsecondary non-deg. None None 29-1127 Speech-Language Pathologists 65 Master's deg. None None 29-1122 Occupational Therapists 42 Master's deg. None None 31-9094 Medical Transcriptionists 0 Postsecondary non-deg. None None 29-1021 Dentists, General 0 Doctoral or prof. deg. None None Packet Pg. 250 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 51 HEALTHCARE (CONT.) EDUCATION & TRAINING (CONT’D) EDUCATION LEVEL, WORK EXPERIENCE, AND ON-THE-JOB TRAINING Average Regional Completions Education & Training SOC Code Description Typical education needed for entry Work experience in a related occupation Typical OJT needed to attain competency in the occupation 29-2081 Opticians, Dispensing 0 HS diploma or equiv. None Long-term OJT 31-9099 Healthcare Support Workers, All Other 159 HS diploma or equiv. None None 29-1062 Family & General Practitioners 0 Doctoral or prof. deg. None Internship/residency 31-9096 Vet. Assistants & Lab. Animal Caretakers 45 HS diploma or equiv. None Short-term OJT 29-2055 Surgical Technologists 10 Postsecondary non-deg. None None 29-2099 Health Technologists & Technicians, All Other 23 HS diploma or equiv. None None 29-2032 Diagnostic Medical Sonographers 0 Associate's deg. None None 31-9097 Phlebotomists 88 Postsecondary non-deg. None None 31-9093 Medical Equipment Preparers 136 HS diploma or equiv. None Moderate-term OJT 29-1067 Surgeons 0 Doctoral or prof. deg. None Internship/residency 29-1171 Nurse Practitioners 21 Master's deg. None None 31-2022 Physical Therapist Aides 0 HS diploma or equiv. None Short-term OJT 29-1126 Respiratory Therapists 0 Associate's deg. None None 29-1031 Dietitians & Nutritionists 161 Bachelor's deg. None Internship/residency 29-1041 Optometrists 0 Doctoral or prof. deg. None None 29-9011 Occupational Health & Safety Specialists 53 Bachelor's deg. None Short-term OJT 29-1199 Health Diag. & Treating Pract., All Other 12 Master's deg. None None 29-2057 Ophthalmic Medical Technicians 0 Postsecondary non-deg. None None Source: Bureau of Labor Statistics, National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012. TOP FIELDS OF STUDY Source: National Center for Education Statistics, IPEDS Surveys for academic years 2009-2010, 2010-2011, and 2011-2012 0 250 500 750 1,000 Nursing/Patient Care Assist./Aide (51.3902) Registered Nursing/Registered Nurse (51.3801) Veterinary Medicine (51.2401) Massage Therapy/Therapeutic Massage (51.3501) LPN/LVN Training (51.3901) Dietetics/Dietitian (51.3101) Environmental Health (51.2202) Occupational Therapy/Therapist (51.2306) RN, Nursing Admin./Rsrch./Other (51.3899) Veterinary Sciences/Clinical, General (51.2501) Alt. & Complementary Medicine, Other (51.3399) Somatic Bodywork (51.3503) Award of <1 academic year Award of at least 1 but <2 academic years Associate's degree Bachelor's degree Advanced Packet Pg. 251 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 52 HEALTHCARE (CONT.) On the following pages are profiles of individual occupations that are expected to continue to face a difficult staffing environment. The profiles provide an overview of the occupations with sample job titles and a snapshot of local demand and supply statistics. REGISTERED NURSES (SOC 29-1141) Assess patient health problems and needs, develop and implement nursing care plans, and maintain medical records. Administer nursing care to ill, injured, convalescent, or disabled patients. May advise patients on health maintenance and disease prevention or provide case management. Licensing or registration required. Sample of reported job titles: Charge Nurse, Director of Nursing (DON), Emergency Department RN (Emergency Department Registered Nurse), Oncology RN (Oncology Registered Nurse), Operating Room Registered Nurse (OR RN), Public Health Nurse (PHN), Registered Nurse (RN), School Nurse, Staff Nurse, Staff RN (Staff Registered Nurse) Occupation Snapshot Average annual awards, 2010-2012 352 Jobs in occupation in region, 2013 2,878 2013 LQ (US = 1.00) 1.03 Total est. openings, 2013-2018 1,004 From new growth 681 From replacement demand 323 Median hourly wage $29.07 Relative to US (US = 1.00) 0.93 Typical Education/Training: Associate’s degree NURSING ASSISTANTS (SOC 31-1014) Provide basic patient care under direction of nursing staff. Perform duties such as feed, bathe, dress, groom, or move patients, or change linens. May transfer or transport patients. Includes nursing care attendants, nursing aides, and nursing attendants. Sample of reported job titles: Certified Medication Aide (CMA), Certified Nurse Aide (CNA), Certified Nurses Aide (CNA), Certified Nursing Assistant (CNA), Geriatric Nursing Assistant (GNA), Licensed Nursing Assistant (LNA), Nurses' Aide, Nursing Aide, Nursing Assistant, State Tested Nursing Assistant (STNA) Occupation Snapshot Average annual awards, 2010-2012 887 Jobs in occupation in region, 2013 1,289 2013 LQ (US = 1.00) 0.84 Total est. openings, 2013-2018 359 From new growth 223 From replacement demand 136 Median hourly wage $12.33 Relative to US (US = 1.00) 1.05 Typical Education/Training: Post-secondary non-degree Associate's degree 55% Bachelor's degree 37% Advanced degree 8% Award of <1 year, 100% Packet Pg. 252 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 53 MEDICAL ASSISTANTS (SOC 31-9092) Perform administrative and certain clinical duties under the direction of a physician. Administrative duties may include scheduling appointments, maintaining medical records, billing, and coding information for insurance purposes. Clinical duties may include taking and recording vital signs and medical histories, preparing patients for examination, drawing blood, and administering medications as directed by physician. Sample of reported job titles: Certified Medical Assistant (CMA), Chiropractor Assistant, Clinical Assistant, Doctor's Assistant, Medical Assistant (MA), Medical Office Assistant, Ophthalmic Technician, Optometric Assistant, Optometric Technician, Registered Medical Assistant (RMA) Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 279 Jobs in occupation in region, 2013 618 2013 LQ (US = 1.00) 1.03 Total est. openings, 2013-2018 175 From new growth 107 From replacement demand 68 Median hourly wage $14.84 Relative to US (US = 1.00) 1.04 Typical Education/Training: Post-secondary non-degree LICENSED PRACTICAL AND LICENSED VOCATIONAL NURSES (SOC 29-2061) Care for ill, injured, or convalescing patients or persons with disabilities in hospitals, nursing homes, clinics, private homes, group homes, and similar institutions. May work under the supervision of a registered nurse. Licensing required. Sample of reported job titles: Charge Nurse; Clinic Licensed Practical Nurse (CLINIC LPN); Clinic Nurse; Licensed Practical Nurse (LPN); Licensed Practical Nurse, Clinic Nurse (LPN, Clinic Nurse); Licensed Vocational Nurse (LVN); Office Nurse; Pediatric Licensed Practical Nurse (PEDIATRIC LPN); Private Duty Nurse; Triage Licensed Practical Nurse (TRIAGE LPN) Occupation Snapshot Average Annual Completions by Award Level Average annual awards, 2010-2012 65 Jobs in occupation in region, 2013 521 2013 LQ (US = 1.00) 0.67 Total est. openings, 2013-2018 175 From new growth 103 From replacement demand 72 Median hourly wage $20.90 Relative to US (US = 1.00) 1.05 Typical Education/Training: Post-secondary non-degree Award of <1 year, 4% Award of at least 1 but <2 years, 28% Associate's degree, 67% Award of at least 1 but <2 years 100% Packet Pg. 253 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 54 PHYSICIANS AND SURGEONS, ALL OTHER (SOC 29-1069) All physicians and surgeons not listed separately. Sample of reported job titles: Allergist, dermatologist, hospitalist, neurologist, nuclear medicine physicians, ophthalmologist, pathologist, physical medicine and rehabilitation physician, preventative medicine physicians, radiologist, sports medicine physician, urologist. Occupation Snapshot Average annual awards, 2010-2012 0 Jobs in occupation in region, 2013 408 2013 LQ (US = 1.00) 1.13 Total est. openings, 2013-2018 118 From new growth 62 From replacement demand 56 Median hourly wage $110.97 Relative to US (US = 1.00) 1.27 Typical Education/Training: Doctoral or professional deg. No for-credit completions were reported Packet Pg. 254 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 55 EMPLOYER SURVEY To identify specific hiring issues, TIP facilitated a web-based survey of Larimer County area employers. A link to the survey was emailed in March 2014 to employers in the region. A total of 27 firms completed the survey. RESPONDENT PROFILE Respondents to the survey were firms that ranged in size from as few as two employees to almost 750. In terms of the employment base, the responding firms represented 4,771 employees (3,274 full- time, 1,182 part-time, and 315 contract/temporary workers). More than one-third of the firms that responded were from the Manufacturing sector. IT (Hardware and Software) represented 19 percent. The other respondents represented education, construction, health care, retail, telecommunications, defense, and energy. Staffing patterns vary widely across the firms. For most firms (62 percent), management occupations represent 10 to 24 percent of total employment. For almost one-third, management represents less than 10 percent. Professional and technical occupations represent less than 10 percent for about 30 percent of the firms. Sales and marketing represents less than 10 percent for 56 percent of the firms. For 42 percent of the firms, skilled labor represents more than 25 percent. Very few of the firms have unskilled labor. For 67 percent of the firms, clerical and administrative occupations represent less than 10 percent of total employment. NUMBER OF EMPLOYEES Full-time Part-time Contract/ Temporary Total number of workers 3,274 1,182 315 Minimum value 2 0 0 Maximum value 748 550 191 Average value 131 62 19 INDUSTRY OF RESPONDENTS OCCUPATION CATEGORY SHARE OF TOTAL EMPLOYMENT BY PERCENT OF RESPONDENTS 10 5 4 2 2 2 2 Manufacturing IT (Hardware and Software) Other Construction Education Health Care Retail 9% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 56 The average wages by occupation category also vary widely for the management, professional and technical, and sale and marketing occupations. For management occupations, the average wage is $49 an hour ($102,000 per year). For professional/ technical, the average wage is almost $38 an hour ($78,000 per year). The average wage for sales and marketing is $35 an hour ($72,000 per year). On average, skilled labor earns almost $19 an hour ($39,000 a year). Unskilled labor earns about $9 an hour ($19,000 a year) and clerical/administrative earns about $19 an hour ($40,000 a year). WORKFORCE QUALITY Respondents indicated a high level of satisfaction with the regional workforce overall. In most areas, respondents rated the workforce “good” or “excellent.” The areas that were rated with the highest “poor” ratings were communications, reliability, math skills, and flexibility. HIRING NEEDS & PRACTICES Over the next 12 to 24 months, 87 percent of the respondents plan to hire additional employees. Only 9 percent do not plan on hiring additional staff. The respondents that plan to hire estimate that they will have just over 300 openings to fill, which represents almost a 10 percent increase in full-time employees. One-third of these estimated openings will be professional/technical occupations and another third will be skilled labor. Just over 10 percent will be unskilled labor and another 10 percent will be for management occupations. The remaining openings will largely be clerical and sales occupations. AVERAGE WAGES ($/HR) BY OCCUPATION CATEGORY How would you rate the regional workforce overall on the following characteristics? If you plan to hire additional employees in larimer county in the next 12 to 24 months, approximately how many workers do you plan to add in each of the following categories? $49.27 $37.52 $34.59 $18.89 $9.01 $19.05 0 25 50 75 100 125 Management Professional/ Technical Sales/ DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 57 Turnover in Larimer County is less than 10 percent for the majority of the respondents across the majority of the occupational categories. The lowest turnover rates are in professional/technical occupations, clerical, and sales and marketing. The highest rates of turnover are in unskilled occupations. Turnover rates in skilled occupations are also somewhat higher than other occupations. Openings in the region are most commonly filled in one to three months. Clerical/administrative occupations most often take less than two weeks to fill. Management, as well as sales and marketing occupations, most often take two to four weeks. Professional/technical occupations can take more than six months to fill. The majority of the positions are filled by the local workforce. Professional/technical occupations are least likely to be filled by workers in Larimer County; almost one-quarter of the respondents report that they must recruit workers outside of Colorado to fill their positions. Another 29 percent of respondents hiring professional/technical positions must recruit outside of the Denver metro area but still in Colorado. One-quarter of respondents filling skilled labor positions report having to recruit outside of the Denver metro area. Fifty percent of the skilled labor positions are filled with workers in Larimer County. Respondents report that management, clerical, and sales/marketing positions are filled almost entirely with Larimer County workers. Approximately what is your average turnover rate in each of the following categories? Approximately how long does it typically take to fill a vacancy for each of the following classifications of workers? When hiring, please indicate which geographic area is typically used to recruit workers. 14% 20% 20% 21% 68% 14% 81% 55% 60% 63% 26% 77% 5% 20% 16% 5% 5% 9% 15% 5% 0% 25% 50% 75% DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 58 Respondents find word of mouth and direct referrals to be the best source of quality candidates. Internet job boards such as Monster, CareerBuilder, and Indeed are the next most effective resource. These two resources are used by all respondents. Newspaper advertising and the local workforce center are among the least effective resources. These are also the least commonly used resources. Other resources used include professional recruiters, social media, and networking organizations including NoCoNet and LongsPeakNet. Only 23 percent of respondents have been unable to fill positions. The positions that respondents have been unable to fill include the following:  Academic Dean  Technical Writer  Web Developer  Applications Engineer  Customer Support Engineer More than 50 percent of respondents reported having difficulty recruiting for specific occupations or skills. The occupations or skills that were listed as difficult to recruit are listed below: Senior Management Nursing Faculty Marketing/Branding Nurse Practitioner Within Long Term Care Social Media Specialist Physician Assistant W/ Emergency Medicine Experience Architecture Software Engineers Revit Developers/Software With GIS Experience Power System Engineers Network Administrators Customer Support Engineer/ Robotics, Welding Quality Web Developer Formulation Scientists Quality Systems Programmer/Engineer Flavor Chemists Quality Network Engineer Millwrights Application Engineers Manual Machinists (Lathe/Mill Operators) IT Support Technicians CNC Machinists (CNC Lathe/Mill Operators) Mechanical Assemblers Skilled Trades Faculty Which of the following resources you find most effective in identifying quality candidates? (5 = most effective, 1 = least effective) Have you had specific positions which you have been unable to fill at all? 3.9 3.7 2.9 2.5 2.5 2.3 2.0 Referrals/word-of-mouth Internet job boards (e.g., Indeed, Monster) Colleges/trade schools Staffing/temp agency Professional publications Local workforce center DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 59 Many of the occupations or skills that are currently difficult to recruit are also the occupations and skills that respondents anticipate needing in the future. The types of occupations or skills that respondents anticipating needing in the future are listed below: Business Assistant Software Engineer Marketing Architecture Project Managers Construction Management Sales and Marketing Draftsman Sales Management Flavor Chemists Senior Management Customer Support Engineer/ Robotics, Welding Social Media Specialist GIS Technicians Emergency Physician Production Maintenance Technicians License Practical Nurse Production Technicians Nurse Practitioner Project Engineer/Robotics, Welding, Programming Nursing Faculty Quality Associates Physician Quality Engineers Physician Assistant Quality Management Registered Nurse Technical Support Mechanical Engineer Assemblers Packaging Engineers CNC Machinists (CNC Lathe/Mill Operators) Power System Engineers Fabricators/Welders Process Development Engineers Manual Machinists (Lathe/Mill Operators) Systems Programmer/ Engineer Mechanical Assemblers Application Engineers Millwrights Network Engineer Production Supervisors TRAINING Respondents indicated that the vast majority (83 percent) of their employee training is provided in- house or on the job by existing personnel. The next most commonly used training type is training provided in-house or off-site by a vendor or equipment supplier (14 percent). Very few respondents use CSU, FRCC, or Larimer County Workforce Center. That said, when asked about specific training programs in the area, many were associated with FRCC. These included the following FRCC programs: Corporate Training, GIS Certificate, Welding, Machining, Smart Grid Bootcamp, and Good Manufacturing Practices (GMP). In addition, the Larimer County Workforce Center’s business series was mentioned as was Situational Leadership, Crucial Conversations, and LEAD 1.0. Please indicate the approximate percentage of your employee training that is provided by each of the following sources. 83% 14% 7% 1% 4% 0% 1% 0% 25% 50% 75% 100% OTJ: in-house OTJ - vendor OTJ - other CSU DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 60 When asked about training programs lacking in the area, the following programs were mentioned:  Skilled Trades (welders, fabricators, electricians)  GIS Certificate (at the Fort Collins campus)  Pharmaceutical industry related training—GMP, GCP, GLP, Regulatory  Manual Machining (not just CNC)  Basic Computer Training Packet Pg. 260 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 61 Major group Minor group Broad occupat-ion Detailed occupation Sector Subsector Industry group Industry Country specific 2-digit/ general 4-digit/ intermedi-ate 6-digit/ specific APPENDIX A: DATA & METHODOLOGY CLASSIFICATION SYSTEMS Much of the analysis presented in this report relies on three separate classification systems. A brief overview of each is presented below. The Standard Occupational Classification (SOC) system is used by federal statistical agencies to classify workers into categories for the purpose of collecting, calculating, or disseminating data. This system groups all occupations in which work is performed for pay or profit according to the type of work performed and, in some cases, on the skills, education, or training needed to perform the work at a competent level. Under the 2010 SOC system, workers are classified into one of 840 detailed occupations, which are combined to form 461 broad occupations, 97 minor groups, and 23 major groups. The North American Industry Classification System (NAICS, pronounced Nakes) was developed under the direction and guidance of the Office of Management and Budget (OMB) as the standard for use by Federal statistical agencies in classifying business establishments for the collection, tabulation, presentation, and analysis of statistical data describing the US economy. The classification system was developed jointly with government agencies in Canada and Mexico to allow for a high level of comparability in business statistics among the North American countries. The version of NAICS currently in wide use was released in 2007 and classifies industries into 20 sectors based on production processes. These sectors are broken into subsectors, industry groups, and individual industries. An additional level of detail is provided to accommodate industry codes specific to the three countries. The classification DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 62 NAICS structure was finalized in August 2011. Federal statistical agencies were directed to begin using the new system for data published for reference years beginning on or after January 1, 2012. The Classification of Instructional Programs (CIP) is the accepted federal government statistical standard on instructional program classifications. Developed in 1980 by the National Center for Education Statistics, the CIP is used by state agencies, national associations, academic institutions, and employment counseling services for collecting, reporting, and analyzing instructional program data. The CIP titles and program descriptions are intended to be generic categories into which program completions data can be placed, and are not exact duplicates of specific major or field of study titles used by individual institutions. The vast majority of CIP titles correspond to academic and occupational instructional programs offered for credit at the postsecondary level. These programs result in recognized completion points and awards, including degrees, certificates, and other formal awards. The CIP also includes other types of instructional programs, such as residency programs in various dental, medical, podiatric, and veterinary specialties that may lead to advanced professional certification, personal improvement and leisure programs, and instructional programs that lead to diplomas and certificates at the secondary level only. DATA SOURCES EMSI The occupational data presented in this report were prepared using EMSI’s Complete Employment series. EMSI gathers and integrates economic, labor market, demographic, and education data from over 90 government and private-sector sources, creating a comprehensive and current database that includes both published data and detailed estimates with full coverage of the US. The company’s core data consists of jobs (historical and projected) and earnings (current year) by industry and occupation for every ZIP code and county in the US. EMSI data are annual averages of jobs (not workers); full- and part-time jobs are counted equally. PRIMARY INDUSTRY/OCCUPATION DATA SOURCES MAJOR SOURCES USED FOR EMSI’S 2013.2 DATA RELEASE DATA SOURCE ABBRV. AGENCY VERSION USED* State Personal Income SPI BEA 2011 Local Area Personal Income LPI BEA 2010 Industry Economic Accounts IEA BEA 2002-2011 American Community Survey ACS Census 2005-2011 County Business Patterns CBP Census 2010 ZIP Code Business Patterns ZBP Census 2010 Nonemployer Statistics NES Census 2010 Quarterly Census of Employment and Wages QCEW BLS 2012 Q3 Current Employment Statistics CES BLS Feb. 2013 Natl. Employment Projections (Industry Occupation Matrix) EP BLS 2010-2020 Occupational Employment Statistics OES BLS 2011 Railroad Retirement Board Tables, State/County RRB RRB 2012/2011 Equifax Business Data Equifax 2013 Q1 Long-term state industry projections Individual states varies by state DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 63 EMSI produces industry and occupation datasets with two different types of coverage. Coverage refers to the types of jobs counted. EMSI Covered: This dataset primarily counts “payroll” jobs that are covered by unemployment insurance (UI); the primary source is the Quarterly Census of Employment and Wages (QCEW). But EMSI also includes some jobs excluded from QCEW, such as railroad jobs (which have their own UI program), all wage and salary agriculture jobs, and military. These additional categories are based on figures from State and Local Area Personal Income (S/LPI) reports produced by the Commerce Department’s Bureau of Economic Analysis (BEA), and state and county railroad retirement boards (RRBs). Data from the Census- produced County Business Patterns (CBP) are also used. EMSI Complete: This dataset includes all jobs in EMSI Covered, plus additional types of noncovered jobs, such as the self-employed (proprietors), commissions-only salespeople, and various types of non-UI-covered wage and salary workers. Major sources of self-employment data include Nonemployer Statistics (NES), the American Community Survey (ACS), and the S/LPI. The relationship between EMSI Covered Employment and EMSI Complete Employment is diagrammed in the table above. For each data set, EMSI creates long-term, 10-year industry projections starting from the current year. These projections are based on a combination of the following:  Recent trends in all industries for every local geography,  National industry projections produced by the US Bureau of Labor Statistics (BLS),  State and sub-state regional projections produced by individual states. The company’s methodology is designed to capture the expertise embodied in federal and state agencies. However, since official projections produced through the state-federal partnership typically have a base year that lags 2-3 years behind the current year, EMSI projections are also informed by the most recent data and trends available. The first step in the process is to track recent local trends using a linear regression function. Taking into account the previous base data from 15, 10, and 5 years prior to the base year, EMSI’s analysts plot a line as a function of year and employment. This line is dampened (flattened) to smooth out the effects of any volatility. Once this is done, state and COVERED EMPLOYEES Includes wage and salary workers “covered” under state unemployment insurance (UI) laws. Base data sources: QCEW, S/LPI, CBP PROPRIETORS Includes sole proprietor- ships, partnerships, and tax-exempt cooperatives Base data sources: NES, S/LPI, CBP NON-COVERED WORKERS Includes employees not covered by state UI laws, (e.g., commissions-only sales people) Base data sources: ACS, S/LPI, CBP, RRBs EMSI Complete DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 64 local government industries (as well as the US Postal Service) are projected based on the growth or decline of local economies rather than projected through linear regression. Federal government and military, however, are projected through linear regression at the national level and their growth rate is then applied to the states and counties. Next, EMSI adjusts the projections for all counties so they sum to state- and national-level numbers. After these initial projections are completed, EMSI’s analysts begin a series of controls and adjustments to other data sources. The first of these is an adjustment to the BLS staffing patterns. Essentially the company’s projected national growth rate is changed to match the growth rate of the BLS numbers. This adjusts the curve up or down while staying as close to our projected values as possible. Following this, county and state-level projections are adjusted to the state- produced state and sub-state regional projections. County values are controlled to the regional data and state projections are controlled to the reported state data. Once these adjustments and controls are completed, the final state-level numbers are aggregated to determine the final national projections. This causes EMSI data to match state projections very closely, but it also means EMSI projections can stray from the national projections. The company has incorporated workforce demographics in the latest release of its analytical tools. This data is drawn from the relatively new Local Employment Household Dynamics series produced through a partnership of several federal agencies led by the US Census Bureau. One of its primary data sources, Quarterly Workforce Indicators, provides the basis for EMSI’s estimates of occupations by age and gender. EDUCATION & TRAINING Under the Higher Education Act of 1965, every college, university, and vocational or technical institution that participates in federal financial student aid programs, such as Pell grants or federally backed student loans, is required to report annually to the US Department of Education (DOE) on a range of indicators. Data are collected through a system of interrelated surveys and are made available through the Integrated Postsecondary Education Data System (IPEDS). Each fall, institutions report on the number of awards conferred for credit by field of study, by award level, and by the gender and race or ethnicity of the recipient. These data are referred to as “completions.” Data on completions for the three most recent academic years available (2009-2010, 2010-2011, and 2011-2012) were downloaded from the IPEDS Data Center for all schools in Larimer and Weld Counties that participate in IPEDS surveys, except for schools in which training was limited to cosmetology. To help understand how education and training programs in the region align with the key occupations, we also compiled for-credit completions from the IPEDS analysis for key occupations in the talent clusters profiled in this report This analysis was accomplished using three separate crosswalks that align occupational classifications (SOC codes) with subject matter areas (CIP codes). Specifically, we used the following crosswalks: (1) a 2011 crosswalk created by the National Center for Education Statistics in cooperation with the US Bureau of Labor Statistics (available from the National Crosswalk Service Center), (2) a crosswalk based on information downloaded from the Occupational Supply Demand System (OSDS) website formerly maintained by the Georgia Career Information Center at Georgia State University, and (3) Table 7 of the National Research Center for Career and Technical Education's Perkins Crosswalk Validation Project. Packet Pg. 264 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) DRAFT LARIMER COUNTY LABOR MARKET PROFILE TIP STRATEGIES, INC. | THEORY INTO PRACTICE PAGE | 65 The results of this matching process are provided in each of the talent cluster profiles. These brief snapshots provide a description of the occupation (including alternate job titles), a snapshot of the occupation (including an estimate of the total number of openings anticipated from both new and replacement demand through 2018), and a breakdown of completions data by award level. While the analysis provides a starting point for discussion, it has several technical limitations that prohibit its use as a strict measure of the “gap” or “surplus” between the supply and demand of labor. First, as mentioned previously, IPEDS data include only awards and degrees conferred for credit, that is, as part of a formal program of study leading to a degree. Noncredit coursework—which encompasses a wide range of instruction, including customized workforce training, professional development programs, and continuing education classes—is excluded. While this limitation is less problematic for positions that typically require an associate’s degree or above, it can be challenging when trying to understand the pool of available labor for positions which require less formal, shorter- term awards. The use of completions data as a proxy for the supply of workers also does not consider the level of training or experience employers require. As indicated in the prior analyses, demand for workers can be driven by new job growth and by the replacement of existing workers. In each case, employers may be seeking candidates with a particular credential or level of experience. Simply having a degree or post-secondary award in a subject area does not necessarily make an individual qualified for employment in that field. Beyond the issues with completions data generally, the use of a crosswalk also presents a number of limitations. The most fundamental of these is that a standardized crosswalk cannot capture the actual relationship between an individual’s educational coursework and their ultimate choice of occupation. In other words, many people obtain their degree in one field and end up pursuing employment in another. In addition, the relationships identified in the crosswalks are inconsistent at best. Some occupations are matched to many broad fields of study, while others are only linked with highly specific CIP Codes. Finally, in thinking about training “gaps,” it is important to remember that education and workforce training is not a closed system. Students may attend college outside the region and return for employment; others may attend college locally and take a job elsewhere. Postsecondary education systems are also not closed in terms of time. While data collection efforts are designed to measure completion within a set period of time (two years, four years, six years), the path to graduation for individual students often does not fit these norms. This is particularly true of community colleges which are sometimes used by students to sample courses and “try out” career choices prior to making a larger investment. Packet Pg. 265 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 68.9% 67.9% 5.4% 6.8% NATIONAL LARIMER COUNTY 6.6% STATEWIDE UNEMPLOYMENT RATE AVERAGE » 2004-2014 63.4% LARIMER COUNTY COLORADO UNITED STATES LABOR FORCE PARTICIPATION RATE % of Total Civilian Labor Force » 2012 BACHELOR OR HIGHER SOME COLLEGE HIGH SCHOOL OR EQUIVALENT LESS THAN HIGH SCHOOL 44,643 LARIMER COUNTY RESIDENTS COMMUTING TO EXTERNAL JOBS 78,966 WORKERS WHO RESIDE IN LARIMER COUNTY 37,558 WORKERS WHO COMMUTE TO JOBS IN LARIMER COUNTY 116,524 EMPLOYED PEOPLE WORKED IN LARIMER COUNTY 123,609 EMPLOYED PEOPLE LIVED IN LARIMER COUNTY LARIMER COUNTY LABOR FORCE STUDY 2014: A Snapshot SENIORS (65+) EXPERIENCED WORKING AGE (35-64) YOUNG ADULTS (20-34) YOUTH (0-19) 13% 38% 40% 39% 25% 22% 21% 24% 27% 26% AGE DISTRIBUTION » BACHELOR OR HIGHER SOME COLLEGE HIGH SCHOOL OR EQUIVALENT LESS THAN HIGH SCHOOL EDUCATIONAL ATTAINMENT » LARIMER COUNTY COLORADO UNITED STATES LARIMER COUNTY COLORADO UNITED STATES 38% 31% 22% 9% 45% 32% 18% 5% 29% 2013-2018 FRCC OTHER PUBLIC TRAINING LARIMER CO WORKFORCE CENTER OTJ CSU OTHER OTJ VENDOR OTJ IN-HOUSE MANAGEMENT CLERICAL/ ADMINISTATIVE SALES/ MARKETING UNSKILLED LABORER SKILLED LABOR PROFESSIONAL TECHNICAL SOURCES OF EMPLOYMENT TRAINING » PERCENTAGES » 2014 LODGING MANAGERS TAX PREPARERS APPRAISERS & ASSESSORS OF REAL ESTATE COMPUTER CONTROLLED MACHINE OPERATORS PACKAGING & FILLING MACHINE OPERATORS 9% 16% 24% 23% 26% RAPIDLY INCREASING DEMAND (% JOB GROWTH) » 2013-2018 TRAVEL AGENTS AGRICULTURAL MANAGERS CABINETMAKERS REPORTERS & BENCH CARPENTERS FURNITURE FINISHERS -19% -21% -30% -33% -52% MEDIAN HOURLY EARNINGS » $14.15 $12.17 $16.64 $11.17 $12.46 FASTEST DECLINING JOB FIELDS » EDUCATION & Economic Health Strategic Plan - Revisit Josh Birks, Economic Health Director Packet Pg. 268 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Direction Sought • Does City Council support the five themes as presented in the draft plan? • Are there any strategies or actions missing from the updated plan that Council feels the Economic Health Office should consider? • Are there any strategies or actions in which the City should not be involved? 2 Packet Pg. 269 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) The Best Place to… 3 Packet Pg. 270 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Focus of Sustainability Services 4 • Climate • Housing • Income Equality • Sense of Place & Community • Health and Well Being • Resource Conservation Packet Pg. 271 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Why Revisit? 5 • Ensure alignment with Community Values • Deeper integration with Triple Bottom Line • Address emerging challenges: • Workforce demographic shifts • Pace of innovation • Climate change • Community build-out Packet Pg. 272 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Overview of Structure • 5 Themes • Each theme includes: – Challenges – Vision – Roles – Goals w/ Strategies and Metrics 6 Packet Pg. 273 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) EHSP Themes 7 • Shared Prosperity • Grow Our Own • Place Matters • The Climate Economy • Think Regionally Packet Pg. 274 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Shared Prosperity 8 Employment opportunities exist across the income and education/skill spectrums • Close the skills gap • More employment opportunities • Enhance business success • More work ready employees Packet Pg. 275 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Grow Our Own 9 Our innovation ecosystem fosters the development of new and creative industry • Increase innovation and entrepreneurism • More start-ups • Support innovation • Increase capital access Packet Pg. 276 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) 10 Place Matters The built and natural environment are equally important • Efficient processes • Targeted infill and redevelopment • Balance land uses • Invest in infrastructure • Preserve our uniqueness Packet Pg. 277 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) The Climate Economy 11 Businesses adapt to climate change "in place" and leverage community carbon reduction goals to develop new products and services • Raise awareness • Engage business community • Increase innovation • Leverage redevelopment Packet Pg. 278 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) 12 Think Regionally A region that partners to address issues which extend beyond municipal boundaries • Enhance coordination • Rapid disaster response • Northern Colorado as Innovation Hub Packet Pg. 279 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Public Engagement Process • Past Engagement (2012 Version) – Public engagement on City Plan – Focus groups with key stakeholders – Economic Advisory Commission • Current Engagement (This Draft) – Economic Advisory Commission - September 2014 – Chamber of Commerce - October 2014 – Community partners • Future Engagement (November/December) – Several Individual Boards & Commissions – Super Issues Meeting 13 Packet Pg. 280 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Next Steps • Additional public engagement • Refine the Plan based on Council and Board and Commission Input • Finalize the plan – including infographics, layout, and images • Seek City Council approval – January 20th , 2015 14 Packet Pg. 281 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) Direction Sought • Does City Council support the five themes as presented in the draft plan? • Are there any strategies or actions missing from the updated plan that Council feels the Economic Health Office should consider? • Are there any strategies or actions in which the City should not be involved? 15 Packet Pg. 282 Attachment4.5: Staff Presentation (2507 : Economic Health Strategic Plan Update) PUBLIC ENGAGEMENT SUMMARY PROJECT TITLE: ECONOMIC HEALTH STRATEGIC PLAN OVERALL PUBLIC INVOLVEMENT LEVEL: Inform and Consult BOTTOM LINE QUESTION: Do stakeholders agree with the realignment of the Economic Health Strategic Plan to be more in tandem with the triple-bottom-line approach of the entire Sustainability Services division and the City’s Strategic Plan? KEY STAKEHOLDERS: Businesses Residents Economic Advisory Council Chamber of Commerce (LLAC) Air Quality Advisory Board Energy Board Natural Resources Advisory Board Community Development Block Grant Advisory Board TIMELINE: Phase 1: Timeframe: Fall 2014 (Proposed plan drafted) Key Messages:  The Economic Health Strategic Plan has not been updated in the two years since the formation of the Sustainability Services Area.  This revised strategic plan will incorporate the triple-bottom-line philosophy inherent in the City’s overall Strategic Plan and more closely align with emerging strategic plans in Social Sustainability and Environmental Services.  This realignment will result in more long-term integration of the three areas of the triple-bottom- line stool. Tools and Techniques:  Fact sheet  Presentations to boards and commissions, other interested community partners  Social media/IdeaLab to gather additional input PHASE 2: Timeframe: Early 2015 (Plan adopted and implementation) Key Messages: Packet Pg. 283 Attachment4.6: Public Engagment Plan Overview - Economic Health Strategic Plan Update (2507 : Economic Health Strategic Plan Update)  Focus areas are likely to be: Shared Prosperity, Grow Our Own, Think Regionally, Climate Economy and Place Matters  The Economic Health Strategic Plan has not been updated in the two years since the formation of the Sustainability Services Area.  This revised strategic plan will incorporate the triple-bottom-line philosophy inherent in the City’s overall Strategic Plan and more closely align with emerging strategic plans in Social Sustainability and Environmental Services. Tools and Techniques:  Disseminate new plan to boards and commissions, other interested parties  Fact sheet  Social media/IdeaLab Packet Pg. 284 Attachment4.6: Public Engagment Plan Overview - Economic Health Strategic Plan Update (2507 : Economic Health Strategic Plan Update) HOSPITALS (STATE GOVERNMENT) EDUCATION & HOSPITALS (LOCAL GOVERNMENT) FULL-SERVICE RESTAURANTS LOCAL GOVERNMENT EXCLUDING EDUCATION & HOSPITALS LIMITED SERVICE EATING PLACES 2013 2014 EARNINGS PER WORKER $14,654 $63,942 $19,261 $44,194 $44,615 « LARGEST AMOUNT OF WORKERS » 5,941 6,271 7,005 7,412 12,395 GENERAL MEDICAL & SURGICAL HOSPITALS (PRIVATE) EDUCATION & HOSPITALS (STATE GOVERNMENT) BUSINESS SUPPORT SERVICES FULL-SERVICE RESTAURANTS EDUCATION AND HOSPITALS (LOCAL GOVERNMENT) EARNINGS PER WORKER $44,194 $19,261 $31,115 $44,615 $62,183 « +641 +659 +760 +1,237 +1,268 FASTEST GROWING JOB FIELDS » 2013-2018 TOP 5 OCCUPATIONS TRAINING & JOB VACANCY TOP 5 INDUSTRIES TOP 10 FIELDS OF STUDY AT REGIONAL INSTITUTIONS 1. Business/Commerce, General 2. Liberal Arts & Sciences/Liberal Studies 3. Nursing/Patient Care Assistant/Aide 4. EMT/Paramedic 5. Kinesiology and Exercise Science 6. Business Admin./Mgmt., General 7. Psychology, General 8. Registered Nursing/Registered Nurse 9. Speech Communication and Rhetoric 10. Multi-/Interdisciplinary Studies, Other 83% 14% 7% 1% 4% 0% 1% LENGTH OF JOB VACANCY » 11% 6% 6% 7% 6% 41% 11% 5% 37% 21% 26% 53% 26% 11% 14% 21% 57% 24% 41% 12% 18% 22% 22% 44% 6% 24% 6% 26% KEY » NOT APPLICABLE < 2 WEEKS 2-4 WEEKS 1-3 MONTHS > 3 MONTHS Packet Pg. 267 Attachment4.4: Larimer County Labor Force Study - Snap Shot, 2014 (2507 : Economic Health Strategic Plan Update) 29% 28% 14% JOBS LABOR FORCE 47% 30% 18% 5% 23% 11% 37% 28% COMPARISON: JOBS VS EDUCATION » Comparison of job educational requirements + + ATTACHMENT 4 Packet Pg. 266 Attachment4.4: Larimer County Labor Force Study - Snap Shot, 2014 (2507 : Economic Health Strategic Plan Update) Employment series EMSI Covered Employment series RELATIONSHIP OF EMSI CORE DATA SETS TYPES OF WORKERS CAPTURED AND BASE DATA SOURCES Source: TIP Strategies based on EMSI infographic Packet Pg. 263 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) LEHD/Quarterly Workforce Indicators QWI Census varies by state Source: EMSI data release notes * Indicates release date, not data reference period Packet Pg. 262 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) system is updated every five years. The 2012 STANDARD OCCUPATIONAL CLASS. (SOC) STRUCTURE EXAMPLE Major group 51-0000 Production occupations Minor group 51-2000 Assemblers & fabricators Broad occupation 51-2090 Miscellaneous assemblers & fabricators Detailed occupation 51-2092 Team assemblers Source: US Bureau of Labor Statistics; TIP Strategies NORTH AMERICAN INDUSTRIAL CLASS. (NAICS) STRUCTURE EXAMPLE Sector 31-33 Manufacturing Subsector 336 Transportation equipment manufacturing Industry group 3361 Motor vehicle manufacturing Industry 33611 Automobiles & light duty motor vehicles, incl. chassis Country-specific 336111 Automobiles & light duty motor vehicles, incl. chassis Source: US Census Bureau; TIP Strategies CLASS. OF INSTRUCTIONAL PROGRAMS (CIP) STRUCTURE EXAMPLE General 14. Engineering Intermediate 14.08 Civil engineering Specific 14.0802 Geotechnical engineering Source: National Center for Education Statistics; TIP Strategies Packet Pg. 261 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) FRCC Other public training Larimer County Workforce Center Packet Pg. 259 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Newspaper advertising Yes 23% No 77% n=22 Packet Pg. 258 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 100% Professional/ Technical (n=21) Skilled Labor (n=20) Unskilled/ Laborer (n=20) Management (n=19) Clerical/ Administrativ e (n=19) Sales/ Marketing (n=22) Not applicable Less than 10% 10% to 24% 24% to 49% 50% to 74% 75% or more 26% 24% 18% 57% 11% 6% 6% 12% 21% 22% 21% 26% 24% 41% 14% 44% 37% 53% 41% 5% 24% 22% 11% 6% 6% 7% 6% 11% 0% 25% 50% 75% 100% Professional/ Technical (n=19) Skilled Labor (n=19) Unskilled/ Laborer (n=17) Management (n=17) Clerical/ Administrative (n=14) Sales/ Marketing (n=18) Not applicable Less than 2 weeks 2 to 4 weeks 1 to 3 months 4 to 6 months More than 6 months 29% 20% 18% 57% 6% 18% 50% 53% 76% 43% 88% 29% 25% 7% 6% 6% 6% 24% 7% 19% 13% 0% 25% 50% 75% 100% Professional/ Technical (n=17) Skilled Labor (n=16) Unskilled/ Laborer (n=15) Management (n=17) Clerical/ Administrative (n=14) Sales/ Marketing (n=17) Not applicable Local workforce Outside Larimer County Outside Denver metro area Outside Colorado Outside US Packet Pg. 257 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Marketing Skilled Labor Unskilled Labor Clerical/ Administrative 14% 5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 10% 5% 33% 43% 19% 29% 30% 19% 33% 43% 40% 33% 48% 48% 71% 48% 55% 71% 52% 38% 45% 52% 5% 0% 5% 19% 10% 5% 5% 5% 5% 10% 0% 25% 50% 75% 100% Entry-level skills/ Job readiness (n=21) Flexibility (n=21) Employee attitudes (n=21) Professionalism (n=21) Teamwork skills (n=20) Productivity (n=21) Reliability (n=21) Communication skills (n=21) Math skills (n=20) Computer skills (n=21) No opinion Poor Fair Good Excellent 102 100 32 32 24 18 2 Professional/ Technical Skilled Labor Unskilled/ Laborer Management Clerical/ Administrative Sales/ Marketing Other types of workers Packet Pg. 256 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 11% 11% 73% 10% 29% 30% 56% 37% 13% 67% 62% 13% 11% 11% 7% 24% 5% 17% 11% 21% 7% 5% 17% 6% 16% 13% 6% 5% 0% 50% 100% Management Professional/Technical Sales/Marketing Skilled Labor Unskilled Labor Clerical/Administrative None Less than 10% 10 to 24% 24% to 49% 50 to 74% 75% or more n=23 Packet Pg. 255 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Environment Median Hourly 68% 66% 62% 61% 59% 53% 44% 59% 41% 59% 78% 75% 50% 27% 62% 56% 58% 49% 67% 70% 24% 66% 71% 55% 43% 45% 62% 44% 61% 79% 82% 82% 67% 69% 48% 67% 63% 71% 79% 31% 40% 57% 67% 32% 34% 38% 39% 41% 47% 56% 41% 59% 41% 22% 25% 50% 73% 38% 44% 42% 51% 33% 30% 76% 34% 29% 45% 58% 55% 38% 56% 39% 21% 18% 18% 33% 31% 52% 33% 38% 29% 21% 69% 60% 43% 33% % New Growth % Replacement Packet Pg. 249 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 66% Packet Pg. 244 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 42% 15% 57% 66% 35% 49% 44% 41% 46% 70% 40% 33% 64% 46% 36% 59% 62% 68% 53% 64% 38% 48% 58% 85% 43% 34% 65% 51% 56% 59% 54% 30% 60% 67% 36% 54% 64% % New Growth % Replacement Packet Pg. 241 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 44% 57% 48% 43% 44% 59% 38% 42% % New Growth % Replacement Packet Pg. 234 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 0% 21% 29% 0% 27% 9% 0% 33% 13% 0% 20% 78% 89% 100% 78% 100% 64% 79% 85% 76% 100% 79% 71% 100% 73% 91% 100% 67% 88% 100% 80% % New Growth % Replacement Packet Pg. 227 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 27-1021 Commercial and Industrial Designers $33.78 1.26 — 7 — 17-3011 Architectural and Civil Drafters $22.72 0.99  9 15% 19-2031 Chemists $27.87 0.81  44 16% 27-1011 Art Directors $19.88 0.72  11 25% 19-4021 Biological Technicians $16.24 0.85  60 14% SOC Code Description Median Hourly Wages Relative to US (US=1.00) Staffing Environment Estimated openings, 2013-2018 % 55 Years or Older 20% 33% 22% 52% 11% 21% 47% 41% 56% 9% 55% 24% 43% 50% 48% 80% 67% 78% 100% 48% 100% 89% 79% 53% 59% 100% 44% 91% 45% 76% 57% 100% 50% 100% 52% % New Growth % Replacement Packet Pg. 224 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Larimer County Denver MSA Colorado US * projections  * 97% increase over prior year NAICS Code Industry 2013 LQ (US=1.00) 2013 Jobs 541712 R&D in the Physical, Engineering, and Life Sciences (except Biotechnology) 2.98 1,372 541330 Engineering Services 1.79 1,763 541711 Research and Development in Biotechnology 1.03 155 541420 Industrial Design Services 1.01 — 541380 Testing Laboratories 0.62 106 Packet Pg. 223 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 11-1021 General and Operations Managers $38.47 0.84  350 21% 43-4051 Customer Service Representatives $13.80 0.94  630 15% 13-1161 Market Research Analysts and Marketing Specialists $26.37 0.91  108 15% 43-6014 Secretaries/Admin. Assts., Exc. Legal, Medical, & Exec. $15.38 0.99  637 26% 43-9021 Data Entry Keyers $13.27 0.95  12 16% 13-2011 Accountants and Auditors $25.90 0.86  344 25% 43-3031 Bookkeeping, Accounting, and Auditing Clerks $15.46 0.91  273 29% % 55 Years or Older Staffing Environment Estimated openings, 2013-2018 Median Hourly Wages Relative to US (US=1.00) 55% 61% 68% 57% 52% 56% 56% 43% 47% 36% 41% 41% 64% 62% 52% 38% 60% 45% 100% 39% 32% 43% 100% 48% 44% 44% 57% 53% 64% 59% 59% 36% 38% 48% 100% 62% 40% % New Growth % Replacement Packet Pg. 222 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Larimer County Denver MSA Colorado US projections  NAICS Code Industry 2013 LQ (US=1.00) 2013 Jobs 518210 Data Processing, Hosting, and Related Services 1.67 449 541511 Custom Computer Programming Services 1.32 1,082 541512 Computer Systems Design Services 1.09 950 334611 Software Reproducing 0.65 — 511210 Software Publishers 0.62 187 Packet Pg. 221 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 29-2034 Radiologic Technologists $23.17 0.88  71 16% 21-1014 Mental Health Counselors $18.94 0.98  63 22% 43-9061 Office Clerks, General $13.51 1.02  529 24% 43-3021 Billing and Posting Clerks $16.50 1.02  109 20% 29-2021 Dental Hygienists $32.45 0.95  68 12% SOC Code Description Relative to US (US=1.00) % 55 Years or Older Median Hourly Wages Estimated openings, 2013-2018 Staffing Environment 68% 62% 66% 38% 59% 52% 61% 77% 44% 87% 48% 53% 59% 51% 59% 75% 48% 44% 59% 50% 32% 38% 34% 62% 41% 48% 39% 23% 56% 13% 52% 47% 41% 49% 41% 25% 52% 56% 41% 50% % New Growth % Replacement Packet Pg. 220 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Larimer County Denver MSA Colorado US projections  NAICS Code Industry 2013 LQ (US=1.00) 2013 Jobs 621493 Freestanding Ambulatory Surgical and Emergency Centers 3.91 471 621399 Offices of All Other Miscellaneous Health Practitioners 2.61 329 621310 Offices of Chiropractors 1.80 271 623312 Homes for the Elderly 1.76 693 621420 Outpatient Mental Health and Substance Abuse Centers 1.50 325 Packet Pg. 219 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 41-4012 Sales Reps., Whlsl. & Mfg., Exc. Tech./Scientific Prods. $22.85 0.88  235 23% 51-2092 Team Assemblers $14.75 1.11  49 17% 11-9041 Architectural and Engineering Managers $64.33 1.07  43 22% 17-2112 Industrial Engineers $40.40 1.07  54 20% 17-3023 Electrical and Electronics Engineering Technicians $30.84 1.11  29 20% 11-1021 General and Operations Managers $38.47 0.84  350 21% 51-9061 Inspectors, Testers, Sorters, Samplers, and Weighers $18.54 1.11  53 23% 49-9041 Industrial Machinery Mechanics $25.23 1.13  100 19% 51-1011 First-Line Supervisors of Production/Operating Workers $28.75 1.12  35 20% 17-2071 Electrical Engineers $43.44 1.03  33 21% 51-2023 Electromechanical Equipment Assemblers $14.15 0.94  7 24% Median Hourly Wages Relative to US (US=1.00) Staffing Environment Estimated openings, 2013-2018 % 55 Years or Older 28% 48% 55% 20% 11% 26% 32% 8% 22% 41% 15% 44% 3% 15% 100% 100% 72% 100% 52% 45% 80% 89% 74% 68% 92% 100% 78% 100% 59% 85% 56% 97% 85% 100% % New Growth % Replacement Packet Pg. 218 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Larimer County Denver MSA Colorado US projections  NAICS Code Industry 2013 LQ (US=1.00) 2013 Jobs 333618 Other Engine Equipment Manufacturing 33.94 1,577 312120 Breweries 31.14 1,015 334516 Analytical Laboratory Instrument Manufacturing 21.18 725 335211 Electric Housewares and Household Fan Manufacturing 15.09 136 334515 Instrument Mfg. for Measuring /Testing Electricity and Electrical Signals 14.83 616 STAFFING PATTERNS TOP 20 OCCUPATIONS BY COMBINED SHARE OF TOTAL EMPLOYMENT IN KEY SEGMENTS Packet Pg. 217 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) (n=14,284) Advanced degree Bachelor's degree Associate's degree Award of at least 1 but <2 academic years Award of <1 academic year Packet Pg. 214 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) workers age 55+ Location Quotient (LQ) 2013 Employment Median Hourly Earnings Job Openings, 2013-2018 32% 0% 0% 6% 36% 61% 34% 59% 11% 68% 42% 53% 28% 43% 0% 0% 56% 44% 33% 24% 22% 56% 59% 41% 36% 61% 24% 26% 67% 68% 100% 100% 94% 64% 39% 66% 41% 89% 32% 58% 47% 72% 57% 100% 100% 44% 56% 67% 76% 78% 44% 41% 59% 64% 39% 76% 74% 33% % New Growth % Replacement Packet Pg. 213 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 100% 2006 2007 2008 2009 2010 2011 2012 2013 % Not Having Difficulty % Having Difficulty Packet Pg. 212 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Bachelor's or higher N/A (workers aged ≤ 29) 22% 37% 41% $1,250 per month or less $1,251 to $3,333 per month More than $3,333 per month Packet Pg. 208 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Bachelor's or higher N/A (workers aged ≤ 29) 24% 39% 38% $1,250 per month or less $1,251 to $3,333 per month More than $3,333 per month Packet Pg. 207 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) Exported Workers Earn > $3,333/month Earn $1,251 to $3,333/month Earn ≤ $1,250/month 14.6% 15.5% 17.5% 12.4% 24.5% 24.0% 73.0% 59.9% 58.5% Residents Imported Workers Exported Workers All Other Services Trade, Transportation, & Utilities Goods Producing Packet Pg. 205 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) 2012 28% 5% 37% 18% 11% 30% 23% 47% 0% 25% 50% 75% 100% Jobs Labor Force Bachelor or Higher Some College High School or Equivalent Less than High School Comparison of educational requirements of jobs versus educational attainment in Larimer County Packet Pg. 204 Attachment4.3: Larimer County Labor Force Study, 2014 (2507 : Economic Health Strategic Plan Update) • Opportunities for businesses to get on board with this topic – get publicity for this topic and attract people to the business • As redevelopment occurs, opportunity to increase access to nature, and we could be a demonstration of what’s possible • More progressive legal strategies, other tools in our conservation toolbox • Create the processes for collaborations to occur, e.g., Prospect and Timberline or residences • Incentivize residential landscaping as opposed to regulating it, shift landscape aesthetic • Encourage volunteerism through incentives • Honor and recognize competing missions – find a way to support them both • Development can often be the catalyst for environmental protection (e.g.,bring $$ to a restoration project) . Use developers and development as partners and resources for certain efforts. • More public revenue to support these efforts, e.g., fees, general fund, successful tax initiatives OPPORTUNITIES: • Partnerships with PSD and CSU, provide kids to access, ensure 10 minute walk to schools – environmental awareness/education • Opportunities for public/private partnerships in building, maintaining, etc. • Look differently at our public infrastructure to utilize spaces for natural environments, e.g., street right-of-way, serve as corridors for nature • Increase distribution of native plants across the environment, • Producing native seeds that can proliferate, native seed source in Fort Collins • Improved air and water quality with more natural systems • Encourage desirable species and to discourage undesirable species • Revisit policies to obtain alignment • As redevelopment occurs, opportunity to increase access to nature, and we could be a demonstration of what’s possible • More progressive legal strategies, other tools in our conservation toolbox • Create the processes for collaborations to occur, e.g., Prospect and Timberline or residences • Bring in the irrigation ditch system • Incentivize residential landscaping as opposed to regulating it, shift landscape aesthetic • Encourage volunteerism through incentives • Honor and recognize competing missions – find a way to support them both • Improves habitat through increased biodiversity • Improve connections between larger habitat areas • Greater access to the environment – create more chances for positive interactions, better stewardship of nature and the environment • Opportunity to improve air quality, night skies, GHG storage and lower emissions • Improve ecosystem services, such as water filtration, pollination, cooling, etc. • Biodiversity help our community better prepare for climate change. Form Completed January 2014 This form is based on research by the City of Olympia and Evergreen State College Packet Pg. 118 Attachment3.5: Nature in the City TBL Analysis (2512 : Nature in the City) LIMITATIONS • As land redevelops, how do we still accommodate nature/natural amenities? • Need to understand the bottom line impacts/breaking point of these types of efforts , e.g., not feasible to build a project and affordability is impacted • Existing policies may not be in alignment with this project’s vision • Existing ditch system structure not conducive to multi- functional use of land • Private property concerns, government involvement and how far we go with regulating this • Increased maintenance and enforcement costs, diluted efforts may arise • Increased costs to private developers may not be well received especially on in-fill or re-development sites LIMITATIONS: • Availability of land • Access to land, private access concerns • Existing policies may not be in alignment with this project’s vision • Existing ditch system structure not conducive to multi- functional use of land • People not wanting to “share” their area – limited access • Informal areas may not exist in gaps • Increased maintenance costs, diluted efforts may arise • Defining nature is difficult, which could make establishing a baseline experience difficult, e.g., how do we convey that a “poor quality area” from an ecological perspective still has value? Form Completed January 2014 This form is based on research by the City of Olympia and Evergreen State College Packet Pg. 117 Attachment3.5: Nature in the City TBL Analysis (2512 : Nature in the City) e. 45-54 f. 55-64 g. 65-74 h. 75+ i. Prefer not to answer 18) Is there anything else you would like to add? _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ _________________________________ 19) Would you like to join our email list? Email: ____________________________ Please return this survey to Lindsay Ex via email at lex@fcgov.com Or mail to the following address: Lindsay Ex, City of Fort Collins PO Box 580 Fort Collins, CO 80522 15 NATURE IN THE CITY SURVEY – UPDATED JUNE 3, 2014 Packet Pg. 115 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) i. Lack of public transit or other transportation j. Lack of time k. Other ______________________ 8) Why do you choose to spend time in nature? (rank top 3 reasons in order) ___ Escape from urban environment/ Fresh Air ___ Wildlife (intrinsic value or viewing), Plants, Trees ___ Personal exercise or play ___ Family/group exercise or play ___ Convenience/It’s Close to Home ___ To Experience Beauty, Peace, or feel Rejuvenated ___ To be Close to or Enjoy Water ___ To Walk My Dog/Pet ___ Wide Open Spaces ___ Other ______________________ 9) Which of these values are most important in your neighborhood to you? (rank top 3 values in order) ___ Escape from urban environment/ Fresh Air ___ Wildlife (intrinsic value or viewing), Plants, Trees ___ Personal exercise or play ___ Family exercise or play ___ Convenience/It’s Close to Home ___ To Experience Beauty, Peace, or feel Rejuvenated ___ To be Close to or Enjoy Water ___ To Walk My Dog/Pet ___ Wide Open Spaces ___ Other ______________________ 14 NATURE IN THE CITY SURVEY – UPDATED JUNE 3, 2014 Packet Pg. 114 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Escape from the Urban Environment Wildlife, Plants, Trees Family/group exercise or play To Experience Beauty, Peace or feel Rejuvenated Escape from the Urban Environment & To Experience Beauty, Peace or Feel Rejuvenated Escape from the Urban Environment & To Experience Beauty, Peace or Feel Rejuvenated To Experience Beauty, Peace or feel Rejuvenated Wide Open Spaces Third Priority To Experience Beauty, Peace or feel Rejuvenated & Wide Open Spaces To Experience Beauty, Peace or feel Rejuvenated Personal exercise or play & To Experience Beauty, Peace or feel Rejuvenated Family/group exercise or play Wide Open Spaces Personal exercise or play Escape from the Urban Environment 13 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 113 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) Trees Wildlife, Plants, Trees & Family Exercise or Play Wildlife, Plants and Trees and To Walk my Dog/Pet Wildlife, Plants, and Trees & To Experience Beauty, Peace or feel Rejuvenated Third Priority To Experience Beauty, Peace or feel Rejuvenated To Experience Beauty, Peace or feel Rejuvenated Wildlife, Plants, Trees To Experience Beauty, Peace or feel Rejuvenated To Experience Beauty, Peace or feel Rejuvenated Personal exercise or play; Family exercise or play; and Convenience/It’s Close to Home Analysis: How do project priorities compare across races? Given the small number of respondents of different races, this analysis was not conducted for all races. However, as 5% of respondents were Hispanic, the priorities for Hispanic respondents are as follows: (1) To Escape from the Urban Environment & to Experience Beauty, Peace or Feel Rejuvenated; (2) Personal Exercise or Play; and (3) Convenience/It’s close to home. White respondents’ priorities were consistent with the overall survey: (1) To Escape from the Urban Environment; (2) Wildlife, Plants, and Trees, and (3) To Experience Beauty, Peace or Feel Rejuvenated. 10 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 110 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) more 3% 35-44 21% 18-24 19% 25-34 17% 45-54 10% 55-64 10% Under 18 9% 65-74 7% 75+ 7% Prefer not to answer 0% Packet Pg. 109 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) • Residents access nature within the community primarily for personal recreation or exercise; to escape from the urban environment; and to observe wildlife, plants and trees. • When asked what this project should focus on, given our current strengths and weaknesses, four priorities emerged: 1. Provide opportunities to escape from the urban environment 2. Increase connectivity and opportunities for wildlife and plants (especially trees) to thrive in the community 3. Provide places to find beauty, peace, and relaxation 4. Provide more opportunities for personal and group exercise or play, with an emphasis on a connected network of these opportunities. 1 NATURE IN THE CITY – SURVEY SUMMARY – UPDATED OCTOBER 2014 Packet Pg. 101 Attachment3.3: Phase One Survey Results (2512 : Nature in the City) importance of education and the need to instill an appreciation for nature into our children. Finally, there was a generally agreed upon need to provide additional clarity around open space requirements in multi-family (or apartment) style developments. Many residents expressed concerns about the lack of open space in recently approved developments. WikiMap Wikimaps are online, editable maps where participants can provide feedback on specific questions. In this exercise, respondents identified where they access nature within the City and where barriers to accessing nature were. These results will be available at the beginning of October on the project’s webpage at www.fcgov.com/natureinthecity. 4 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 99 Attachment3.2: Phase One Outreach Summary (2512 : Nature in the City) Attachment3.2: Phase One Outreach Summary (2512 : Nature in the City) Packet Pg. 97 Attachment3.2: Phase One Outreach Summary (2512 : Nature in the City) • Chamber Local Legislative Affairs Commission • Fort Collins Board of Realtors • Fort Collins Museum of Discovery • NoCo Economic Development Commission • Drake Road Farmers Market • Convention and Visitors Bureau • Built Environment Work Group • Video – Project Overview on Full Circle show • Fort Collins Housing Authority Property • Common Ground Food School • IBMC • Teaching Tree Early Childhood Center • South Fort Collins Business Assoc. • North Fort Collins Business Assoc. • Riversong School • La Familia • Rocky Mountain High School • Partnership with CSU Senior-Level Wildlife Management Class • Video “Nature in the City: What does this project mean to you” • Larimer County Farmers Market • Sustainable Living Fair 1 NATURE IN THE CITY – OUTREACH SUMMARY – UPDATED SEPTEMBER 2014 Packet Pg. 96 Attachment3.2: Phase One Outreach Summary (2512 : Nature in the City) city emissio hority objec o objective ted to the B Usual Forec cast tly by apply ate as estim r the southw Business_Re efficiency co on factors f ctives for Int es for powe BAU. cast” ying an esti mated by the west region eport.pdf. oming in th for CO2 em tegrated Re r plants to r Attac mate for e Risky n); See pag e future. missions in esource pla reduce chment 1 ge an Packet Pg. 57 Attachment2.1: Adjusted BAU Forecast (2523 : Climate Action Plan - Strategies) Packet Pg. 25 Attachment1.4: Home Efficiency Loan Program 2014 marketing sample materials (2524 : Utilities On-Bill Financing Pilot Program Review and ratio • Reductions to the Borrower’s monthly Utility Obligations derived from improvements may be considered at the underwriter’s discretion List Total Monthly Income Divide Total Obligations by Total Income to determine DTI Ratio Maximum total monthly obligations to total monthly income (Max DTI Ratio). 50% Max DTI Ratio Maximum total monthly obligations to total monthly income (Max DTI Ratio). 45% Max DTI Ratio Packet Pg. 23 Attachment1.3: Home Efficiency Loan Program Product Guideline, April 2014 (2524 : Utilities On-Bill Financing Pilot Program Review and payments Bankruptcy, Foreclosure, Repossession None in the last 7 years None in the last 5 years Unpaid Collection Accounts, Judgments, Tax Liens No more than $2,500 No more than $2,500 Loan Amounts $1,000 to $15,000 $1,000 to $15,000 Packet Pg. 22 Attachment1.3: Home Efficiency Loan Program Product Guideline, April 2014 (2524 : Utilities On-Bill Financing Pilot Program Review and eligibility and determine the scope of work within the approved measures and maximum loan terms. After the work is completed and approved, service charges would remain on the bill for the loan term.  For rental or leased properties, the OBF Program includes additional steps, requirements and limitations. The owner chooses to participate, with acknowledgement from the current tenant for service charges on the bill. The scope of the project may be limited by the requirement that the service charges be less than the expected total utility bill savings. Customer may only borrow funds up to the bill neutral service charge limit; they may buy-down the total cost to reach this level. As a part of the loan agreement, the owner commits to including notification language in their tenant lease for the service charge on the utility bill. After the work is completed and approved, service charges would remain on the bill for the loan term. The billing system will be configured to automatically revert the service charges to the owner for any period when the property may be vacant (similar to Utilities Stormwater services). Utility Billing System Customization Fort Collins Utilities is using existing functionality within the billing system software to implement the Home Efficiency Loan Program. However, in order to enable the transferability of the loan service charges in rental / lease scenarios, the billing software requires customization. As noted above, the customization will allow the loan service charges to work in a similar fashion to stormwater services. For stormwater, the charges are uniquely calculated based on the characteristics of the premise (or property) and are always included in monthly billing, Packet Pg. 8 party capital Loan term 5, 7 or 10 years Selected by applicant 5, 7, 10 or 15 years Selected by applicant for owner-occupied, determined by bill neutrality for rental/lease Longer term provides for lower payments and options to be bill neutral for rental/lease premises Loan term cannot be longer than savings measure expected life Customer Eligibility and Rental / Lease Properties Attribute Current Recommendation Notes Customer eligibility Electric customers for Add small business Most small business Packet Pg. 7 application, origination and recording FC fees are direct costs Default rate 0.25% 0% Limited data for Fort Collins Recording with County UCC filing is recorded for all projects to provide title notification Recorded Deed of Trust See recommendations Rental market participation 15%, with over 20% in the last year 1-3% for projects, 1 loan See recommendations Transfer at time of sale 50% NA See recommendations Home audit cost $200 customer cost is waived for 8 months to encourage participation Customer cost $60 Total cost ~$300 Audits in both programs are subsidized Recommendations A team comprised of staff from Utilities Energy Services, Billing, Finance and Information Technology, with support from the City Attorney's Office and Finance Department, have developed a set of recommendations for revisions to the current program. The recommendations fall into three areas:  Simplifying the application and program processes  Improving the loan terms, and  Revising the structure to address residential rental and business lease properties. Packet Pg. 6 and lease properties Calculation of utility bills after upgrades to be no more than 90% of pre-retrofit bills Required by all projects Not required Yes, for rental and lease Packet Pg. 5