Essay Responses for Edenton, NC’s application to be become a North Carolina Certified Retirement Community What follows are answers to questions raised by the Eligibility Guidelines for the CRCP and is submitted on behalf of the Edenton, NC application. To avoid repetition and to make the story clearer, the essay integrates responses to the questions. Background: The Town of Edenton has long been concerned about attracting retirees and has historically been very successful, given the size of the community and the resources available to promote retirement to Chowan County. In fact, the Town had been so successful that shortly before the recession in housing, new building developments had been proposed for the construction of dominantly retiree housing that would have resulted in doubling the size of Edenton, now numbered at 5004 residents. The recession in housing not just slowed but absolutely stopped __#_ developments that would have added around _#__ housing units within the permitting area of the Town. It also stopped local resale of existing housing because potential retirees in other communities found it difficult to sell their existing housing. Motivated by that reduction in new retirees relocating to Edenton, the community started seeking ways to be prepared for the time when the economy returned to a more traditional health. Happily, housing prices in our target market areas are beginning to recover and retirees are again looking at relocation options. Further, Edenton naturally has most of the attributes the modern retiree seeks in finding a new community. The challenge is to make sure they are aware of our story. The Opportunity: To capture the opportunity anticipated by the turnaround of the economy, the Town, County and private sector sought ways to maximize the visibility and assets of the area. After months of deliberations, an organization, The Edenton Chowan Partnership, Inc., was created to harness those opportunities. The Partnership is a 501 (c)(3) composed of three equal partners: the Town of Edenton’s government, Chowan County’s government and the private sector. The Town’s Mayor names 3 members of the Board, as does the County Commission and the remaining slots are nominated by the private sector. Each of the three partners contributes an equal share toward the financial stability of the organization – now roughly $40,000 per year each. A part-time Executive Director manages the day-to-day operations of the Partnership. Following an extensive, disciplined process, the Partnership defined three strategic goals to address short term, middle range and longer-termed development of the community to guarantee its future vitality for existing and potential residents. Page 1 of 4 The first goal of the Partnership is to attract more tourists and retirees. It is recognized that this is the paramount strategic goal because visitors are tourist before they think about becoming retirees. Retirees contribute greatly to a community by creating construction jobs, sustaining restaurants and shops, providing the demand that justifies doctors, quality health care and hospitals and retirees make fewer demands on local infrastructure. National statistics indicate each retiree rooftop generates anywhere from one to five permanent jobs. Those jobs will be of more skilled levels than the jobs created by tourism, but they create a symbiotic relationship that makes the community more sustainable and viable. To fulfill the second goal, the Partnership is placing emphasis on economic development that is consistent with what a small, rural community can develop. Because of the strong agricultural and aquaculture history of the area, great emphasis is placed on food production and processing as well as the transportation infrastructure provided by the Albemarle Sound. Modern broadband technologies also open avenues for advanced-skills job creation, which is being pursued. The Partnership’s longest-termed goal is to create an environment where local young people will get a great education and be motivated to remain in the community, as opposed to relocating to urban areas. The Partnership works closely with the County School System as well as the College of the Albemarle in fulfilling that objective. In other words, retirement living is a foundation-level strategic imperative for Edenton to prosper and the community has a well-established mechanism for implementing that strategy. Getting into the Weeds: To insure the Partnership’s retiree attraction efforts are complementary and not duplicative of other efforts, great care was taken to be sure there is full coordination with the Chowan County Tourism Development Authority (the TDA is a County government entity funded by occupancy tax revenues). That coordination extends to the Edenton Historical Commission (the EHC is a state-created, not-for-profit that is dedicated to education and preservation of the rich history of Edenton and Chowan County with offices in the Penelope Barker House, which also serves as the community’s Welcome Center). The Partnership efforts also extend to the Cupola House Association (keepers of one of the nation’s most important 18th century museum houses) and other not-for-profits such as the Chowan Arts Council. Critically, the cooperation with these groups is not just a hypothetical exercise or an expression of good intentions; it is a fully integrated and institutionalized effort. Members of the Boards of the TDA, EHC and leaders of the Cupola House Association serve on their respective boards and simultaneously in the leadership of the Partnership. These same leaders are also highly integrated with the work of the Historic Edenton State Historic Site (a state-funded and operated site managing the 1767 Courthouse, the Iredell House and the Roanoke River Lighthouse). The resulting cross-pollination of strategic plans, information exchange and effort means little energy is lost to duplication, disagreement or counterproductive endeavors. Instead, the Partnership’s support of the Town’s yearlong celebration of its 300th Anniversary was complemented by events created and promoted by the Edenton Historical Commission and the Cupola House Association with full cooperation from leaders of the state historic site. The evidence of this cooperation was illustrated by the May 18th visit of Governor McCrory and members of his cabinet celebrating the 300th anniversary of the Crown’s naming of the first governor of North Carolina. The event featured reenactments of the boat arrival of Governor Eden, welcomed by Governor McCrory, celebrations on the 1767 Courthouse Green and a more formal event at historic Hayes Farm involving the leadership of the Town of Edenton, the Chowan County Bord of Commissioners, the Board of the Partnership and the leadership of the Edenton Historical Commission and the Cupola House Association, as well as Secretary Kluttz and other officials of the Department of Cultural Resources, the departmental overseers of the Historic Edenton State historic Site. The event also illustrates the integration of the local school system, the governments of the Town and County and the not-for-profit organizations, as well as the local newspaper. One example was a contest created by the Edenton Historical Commission to award $300 prizes to a winning student from each school, and an adult from the community, in a essays contest about the historic significance of the area. Each school, working with an Essay Readers Panel that included the local newspaper editor, identified an essay winner and the Governor awarded the prices at the May 18th event at the Courthouse. The point made by this experience illustrates that long before a final decision had been made to seek Certified Retirement Community status under the CRCP, Edenton had a well-established history of integration of effort and cooperation in promoting the assets of the community to retirees. It was therefore no surprise that once the Edenton Town Council made the formal decision to apply for certification under the CRCP that it would also authorize the established Edenton Chowan Partnership to act as the formation and implementation committee of that program. Next Steps: One of the parallel projects that combined the cooperative approach described above was the TDA’s filing of a grant application with the Golden LEAF Foundation. In conjunction with the TDA staff and with the support of the Partnership, a member of the TDA board, who also served as the Chairman of the Edenton Historic Commission and a member of the Partnership’s Board, drafted the application. The Foundation Board reviewed and granted the Chowan County TDA $150,000 over a two-year period to pursue the goal of attracting more tourist and retirees to the county. Building on the long-term experience of the staff of the TDA, and supported by the administrative resources of the county, TDA board members have researched options for best promoting Edenton and Chowan County to potential retirees. The marketing plan under development is designed to reach potential retirees in the northern communities that have traditionally supplied our retirees: e.g. Washington, DC, Virginia, Maryland, Pennsylvania, New Jersey, New York, Vermont, etc. Significant promotional effort has already been committed by the TDA and will be complemented and made more powerful by Edenton’s certification as a North Carolina Retirement Community. The TDA, the Edenton Historical Commission and the Partnership jointly provided the Town with the funds that accompany this application. They did so recognizing that such a certification fully complements their individual and collective strategic plans. Over the long-term the community, with the Partnership acting as the implementing committee, will maximize the Certified Retirement Community status for the benefit of North Carolina and Edenton. Programs already underway to identity potential obstacles to construction of more retiree housing, such as connection fees and land transfer fees, are being investigated. A joint effort to create what is being called a Walking Museum will enable visitors and retirees with an unusual opportunity to study the colonial history of the area beyond the constraining confines of a walled museum. And a new joint project will provide way-finding signs to help visitors find and identify and learn about the many assets of the area. As a complementary part of the plan, the Partnership recently completed the first phase of creating a web presence that places emphasis on retirement living in Edenton and Chowan County. This effort complements the long-standing web presence of the TDA that emphasizes tourism. Once designated a Certified Retirement Community, the Partnership and the TDA will have additional credibility in promoting Edenton and Chowan County. Certification will give Edenton a “seal of approval” and further encourage potential retirees to study the options of living in what Forbes.com called “one of America’s prettiest towns.” Another aspect of the Partnership’s web site, as well as the TDA’s, is to connect potential retirees with real estate brokers. Any potential retiree seeking information about the community will get fast service from the non-profits as well as the commercial entitles. They will be shown around the town via the Welcome Center and the Town-provided Trolley Tour bus and offered waterfront tours via a new boat tour operation set to open this spring. They will be followed and contacted via the Edenton Historical Commission’s monthly newsletter (to around 4,000 readers) about events in Edenton and periodic email newsletters from the Commission and the TDA, which also provides relocation information. As the program develops, more structure will be added to guarantee that visitors see Edenton’s best foot and know how to become part of this community. The bottom Line: Once granted Certified Retirement Community status, Edenton and its supporting partners are ready, willing and able to attract and communicate with potential retirees. Those retirees will be exposed to a unique community filled with 300-year old history whose leaders helped create a nation and a state, as outlined by the new book: The King’s Trouble Makers: Edenton’s Role in Creating a Nation and State. The book also reflects the cooperative effort of the community. It was created by the Edenton Historical Commission and jointly funded with the Town of Edenton and is being promoted by the TDA and merchants around the community. Potential retirees will find in the book, the people they meet on the street and in shops and restaurants that this is a welcoming community where people work together and make newcomers part of the community. Edenton is truly a community worthy of being designated a Certified Retirement Community. -----0-----