this Presentation - Enterprise Zone Data Assistance

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DCEO Enterprise Zone Data Assistance Program
Presented by
Melissa Henriksen
SIU-Edwardsville
East St. Louis, IL
September 26, 2014
Enterprise Zone Data Assistance Program
Purpose of EZ Data Assistance Program
Purpose
•
The program identifies the Local Labor Market Area (LLMA) for each Enterprise Zone (EZ) applicant using the site.
•
Based on the LLMA selected, the program identifies and organizes the data and materials needed for 7 of the 10
qualifying criteria for EZ applications.
– Optional support offered for Employment Opportunities & Tax Base Improvement Plan data on cost recovery
basis .
•
Applicants are NOT required to use this web site. It is designed to simplify data collection and tabulation. A
frequently asked questions section is used to guide users in the application process.
•
This program only provides data needed for the ten eligibility criteria. No scoring is done. Applicants must submit
the materials on paper copy to DCEO by December 31, 2014.
The following presentation provides a description and considerations for each criterion. For the full application,
the applicant can add more information to the tests as long as documentation is provided. The applicant can
also choose to use or not use a test to demonstrate eligibility (Three tests required).
Automatically Generates the LLMA based on Census
Tracts in the Enterprise Zone
Criteria for selection of LLMA :
1. Census Tracts in which the Enterprise Zone resides.
2. A Census Tract providing 10% of the commuting workforce to the Enterprise
Zone to qualify as part of the LLMA.
3. Flexibility is provided allowing applicants to include additional Tracts that do
not send 10% or more of message that the LLMA and map are customized).
REMEMBER: If you choose to customize the LLMA instead of the
LLMA provided under the criteria approved by DCEO, the
applicant must be able to justify the LLMA based on analysis
(commuting patterns, employment, etc.).
GIS Shape files of proposed EZ can be sent ahead of time to CGS staff to verify
LLMA as well.
Test 1 – Unemployment (Automated)-LLMA
County
Tracts in LLMA
Adams
101.00
Adams
102.00
Adams
103.00
Adams
104.00
Adams
105.00
Calculated LLMA Total
Rate
Meet Threshold?
Ratio
Illinois Unemployment
Rate for 2012: 9.2%
No
11.2%
Yes
121.7%
No
15.5%
Yes
168.5%
120% of Illinois
Unemployment Rate:
11.0%
No
12.5%
Yes
135.9%
The most recent unemployment rates and figures from the Illinois Department of Employment
Security (IDES) are used by tract and compared to the Illinois unemployment rate to determine the
threshold of 120% or more (annual average).
Test 2 – Employment Opportunities (EZ & LLMA)
Designation will result in the development of substantial employment opportunities by
creating or retaining a minimum aggregate of 1,000 full-time equivalent jobs due to an
aggregate investment of $100,000,000 or more, and will help alleviate the effects of
poverty and unemployment within the Local Labor Market Area.
On full application applicants are encouraged to describe how the creation and
retention of full-time equivalent jobs and new investment will help alleviate
the effects of poverty and unemployment with the Local Labor Market Area.
Test 2 – Employment Opportunities (EZ & LLMA)
Estimating the economic impact of proposed strategies involves using an economic
impact program (IMPlan). These programs can estimate direct and indirect/induced
jobs. Several programs exist and this page will provide contact information for agencies
willing to provide this service on a cost-recovery basis (approximately $1,500). Examples
of data that must be provided by applicant:
• Estimated jobs to be created
• Estimated investment
• Industries to be located in the EZ (NAICS)
IMPLan is not required and there may be other sources where similar analyses can be
obtained.
Test 3 – Poverty (Automated)-LLMA
•
•
Number of people in poverty and households
receiving food stamps is derived from the most
current five-year American Community Survey
data from the Census Bureau.
Those eligible for the Free/Reduced Lunch
program are reported by the Illinois State Board of
Education in the Report Card data.
A) up to 10 points for the poverty rate in the LLMA
B) up to 10 points for the percentage of children in
participating schools and institutions in the LLMA are
eligible for free and reduced-price meals
C) up to 10 points for the percentage of households in
the LLMA that receive SNAP benefits; and
D) up to 10 points for the severity of (A) through (C).
Test 4 – Abandoned Coal Mine, Brownfield or Federal
Disaster Areas (Partially Automated)-EZ
• This test, since it involves mines, brownfields and disaster areas that reside in the
enterprise zone, will be done manually by CGS staff after receipt of the GIS shape
file from applicants.
• Federal Disaster Areas are identified at the County level only.
• Applicants can verify if their mines or brownfields are on the state and/or federal
priority lists which increases the point values awarded on the full application
(contact information will be provided on web site under this test).
Test 5 – Large Scale Business Closings-LLMA
(not including federal facility closures-provided by applicant on full application)
Tract #
Date
Name of Facility
Employees Impacted
9602.00
12/30/2012
Chrysler
1,225
9602.00
06/05/2013
AVAYA Inc
58
9576.00
06/30/2013
Rotonics Manuf.
600
9577.00
01/03/2014
Menzies Aviation
92
9577.00
01/05/2014
ARAMARK
85
Calculated LLMA Total
2,060
Tract #
State Facility
City
Date
# Affected
9602.00
Dwight Correctional
Dwight
2012-08-31
350
9576.00
Tamms Correctional
Tamms
2012-08-31
300
Calculated LLMA Total
650
Test 6 – Vacant Structures-LLMA
Industrial and Commercial Structures
Tract # Industrial
Square Footage
Vacant
Vacancy Rate
9872.00
350,000
12,000
3.4%
9876.01
270,000
0
0%
9876.02
58,000
58,000
100%
TOTAL LLMA
678,000
70,000
10.3%
• Full application will ask applicants to describe industrial/commercial properties not used because of age,
deterioration, relocation of the former occupants, or cessation of operation. (Added by applicants on full application)
• CoStar is the most accurate data available, HOWEVER, no data source is 100% complete. There will also be a
demolition table with counts and sq. footage.
Applicant should review materials and add to the full application.
Test 7 – Tax Base Improvement Plan
The applicant demonstrates a substantial plan for using the designation to
improve the State and local government tax base, including income, sales, and
property taxes.
Information is provided for applicants to contact CGS-NIU to conduct a more
detailed analysis of the economic impact at a cost of $1,500. The LOCI
program generates information on sales, income, and property tax bases
using information provided by applicants.
(This is an optional arrangement for applicants and contact information is
provided on the web site.)
Test 8 – Public Infrastructure Improvement Plan
(1) An inventory of the public infrastructure that demonstrates
that significant public infrastructure exists in the LLMA to
support economic development at the time of the application.
(2) A three-year public infrastructure improvement and
development plan for each municipality and/or county
applicant government.
 The applicant can either
• prepare these documents specifically for application;
• attach existing plan(s) if the plan(s) meets the
minimum requirements.
• (If existing plan(s) does not meet the minimum
requirements, the plan(s) can be submitted with an
addendum that provides the supplemental
information necessary to meet Test #8).
There is no requirement to prepare another Capital
Improvements Plan.
Test 9 – Career Skills Programs-LLMA
Tract #
School Name
9876.00
Bolingbrook High School
9877.00
Joliet Junior Community College
ACT Work
Keys
Skills Standard
Certification
• ACT Participation may include some private high schools (lists will be provided). Applicant
can contact additional schools if not on the ISBE list for verification and documentation.
• Contact community colleges and training facilities not on the Illinois Manufacturers’
Association if applicant knows of other training provided but not listed.
Test 10 – Equalized Assessed Valuation-LLMA
The increase in equalized assessed valuation of industrial and/or commercial
properties in the 5 years prior to the date of application in the local labor market area
is equal to or less than 50% of the State average increase in equalized assessed
valuation for industrial and/or commercial properties, as applicable, for the same
period of time as reported by the Illinois Department of Revenue.
If the change in EAV in the State of industrial and/or commercial properties in the 5
years prior to the date of application is negative, then the applicant should instead
demonstrate that the decrease in EAV of industrial and/or commercial properties in
the 5 years prior to the date of application in the local labor market area is equal to or
greater than 50% of the State average decrease in EAV for industrial and/or
commercial properties, as applicable, for the same period of time as reported by the
Department of Revenue.
Test 10 – Equalized Assessed Valuation-LLMA
• The county aggregated information is available from the Department of Revenue office
on the DCEO/CGS site.
• Applicants should contact their respective County Assessor’s office for each county in
the Local Labor Market Area to obtain this information for the tracts.
• Contact information for all counties will be downloadable for the respective assessor’s
offices.
• While not many entire counties meet the criteria, certain tracks may.
Property Class (statewide)
Commercial
Industrial
Commercial & Industrial
Residential
Commercial, Industrial, & Residential
% Change in EAV,
2008-2012
-21.0%
-15.8%
-19.6%
-17.3%
-18.1%
50% Higher Than
Statewide Loss
-31.5%
-23.8%
-29.4%
-26.0%
-27.1%
Prototype prepared by the Center for Governmental Studies, NIU
# of Counties
Meeting Threshold
0
4
0
3
0
16
Next Steps
• Web site will go live on 10/1 as www.enterprisezonesillinois.com
– Currently the site hosts FAQs, login for a ListServ (register) where questions can
be posed and updates are posted, legislation, application, and other useful tools.
• Copies of this Power Point and other information are available under
Resources on the web site.
• An instructional webinar will be held on October 9, 2014 at 12:00 noon.
– Live questions will be answered.
• Technical assistance on web site usage is available from:
Sherrie Taylor, (taylor@niu.edu) or 815-753-0925.
Prototype prepared by the Center for Governmental
Studies, NIU
17
For Additional Information, Contact:
Sherrie Taylor
Research Associate
taylor@niu.edu
815-753-0925
Center for Governmental Studies
148 North Third Street
DeKalb, IL 60115
www.NIUCGS.org
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Notes
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