9 Resolution Approving a One (1) Year Memorandum of Understanding Between the City of Livingston and the County of Merced to Implement, Carry-Out, and Manage Economic Development Actions and Initiatives as Outlined in the Goals and Objectives of the Comprehensive Economic Development Strategy (CEDS).

Meeting Date: OCTOBER 07, 2014

Agenda Item #9. Resolution Approving a One (1) Year Memorandum of Understanding Between the City of Livingston and the County of Merced to Implement, Carry-Out, and Manage Economic Development Actions and Initiatives as Outlined in the Goals and Objectives of the Comprehensive Economic Development Strategy (CEDS).

Note from TheGardeningSnail. Part (or all) of this page was produced by running a PDF Image File through a program that converts Image to Text. Apologies for any Textual Gremlins that may have crept in.

STAFF REPORT

AGENDA ITEM: Resolution Approving a One (1) Year Memorandum of Understanding Between the City of Livingston and the County of Merced to Implement, Carry-Out, and Manage Economic Development Actions and Initiatives as Outlined in the Goals and Objectives of the Comprehensive Economic Development Strategy (CEDS).

MEETING DATE: October 7, 2014

PREPARED BY: Odi Ortiz, Assistant City Manager/Finance Director

REVIEWED BY: Jose Antonio Ramirez, City Manager

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RECOMMENDATION:

Council consider adopting Resolution No. 2014-_, to enter into a Memorandum of Understanding (MOU) between the County of Merced and the Cities in Merced County to implement, carry-out, and manage economic development actions and initiatives as outlined in the goals and objectives of the Comprehensive Economic Development Strategy (CEDS).

BACKGROUND:

Over the past year, Merced County along with the six cities located within the County have been working on a Comprehensive Economic Development Strategy (CEDS) document. The CEDS document is intended to be a collaborative effort to develop a plan to make the region of Merced County a premier business location in an effort to attract and retain new business.

One of the core components of the CEDS document is the importance of collaboration amongst all of the governmental agencies within Merced County. The CEDS team has worked to develop a Countywide marketing team model (which would include representatives from each City and the County). The team would work to collaboratively respond to and pursue potential economic development projects. The purpose of the MOU is to specifically define the role, expectations, participation and organizational commitment to the marketing and lead generation activities in Merced County.

The MOU (Exhibit A) outlines a number of core values that center on a team approach to regional marketing, working on grant funding, lead sharing protocol and the implementation and management of business retention programs etc. One representative from each of the member Cities and the County will meet on a monthly basis to administer the various components of this agreement collaboratively. The term of the MOU is one year at which time the MOU will be reviewed based on the first year’s pilot period.

DISCUSSION:

The intent of the MOU is to formalize a Merced County Marketing Team consisting of economic development leaders from each City and the County for the purposes of implementing key pieces of the Economic Development Roadmap and more specifically the marketing initiatives to attract traded sector businesses including marketing, public relations, business recruitment, business retention, and

lead generation. The MOU does not commit the County or Cities to any financial commitment for the collaboration; however, the Marketing Team may at some point in time agree to collaboratively fund and leverage resources for marketing purposes to implement business attraction marketing, at which time Livingston City staff would bring a proposal back to the Council for approval.

FISCAL IMPACT:

None.

ATTACHMENTS:

1. Resolution No. 2014-

2. Draft MOU

RESOLUTION NO. 2014-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LIVINGSTON APPROVING A ONE (1) YEAR MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY OF LIVINGSTON AND THE COUNTY OF MERCED TO IMPLEMENT, CARRY-OUT, AND MANAGE ECONOMIC DEVELOPMENT ACTIONS AND INITIATIVES AS OUTLINED IN THE GOALS AND OBJECTIVES OF THE COMPREHENSIVE ECONOMIC DEVELOPMENT STRATEGY (CEDS)

WHEREAS, the County of Merced has entered into the development of a Comprehensive Economic Development Strategy (CEDS) inclusive of the Cities in Merced County to create a roadmap for positioning Merced County as a premier location for business; and

WHEREAS, in the development of the CEDS, the Cities and County agreed that attracting traded sector businesses is a priority goal and should be a collaborative effort to promote all of the County’s assets through a Countywide Marketing Team consisting of the Cities and the County; and

WHEREAS, the purpose of the MOU is to outline the participating organizations’ commitment to coordinating, collaborating, monitoring, and reporting on marketing and lead generation activities for the Cities and County of Merced; and

WHEREAS, the intent of the MOU is to formalize a Merced County Marketing Team consisting of economic development leaders from each City and the County for the purposes of implementing the CEDS to attract traded sector businesses including marketing, public relations, business recruitment, business retention, and lead generation; and

WHEREAS, this agreement has no financial commitment from the City of Livingston.

NOW, THEREFORE, BE IT RESOLVED that:

The City Council of the City of Livingston does hereby approve the Memorandum of Understanding for an Economic Development Agreement between the Cities of Merced County and the County of Merced and authorizes the City Manager to execute on behalf of the City as set forth in Exhibit A, attached hereto and incorporated herein by this reference.

Passed and adopted this 7th day of October, 2014, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

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Rodrigo Espinoza, Mayor of the City of Livingston

ATTEST:

I, hereby certify that the foregoing resolution was regularly introduced, passed and adopted at a regular meeting of the City Council of the City of Livingston this 7th day of October, 2014.

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Betty Cota, Deputy City Clerk of the City of Livingston

MEMORANDUM OF UNDERSTANDING

An Economic Development Agreement between the Cities and County of Merced

I. PURPOSE

The County of Merced has entered into the development of a Comprehensive Economic Development Strategy Plan inclusive of the Cities in Merced County and other partners to create a roadmap for positioning Merced County as the premier location for business.

As part of the roadmap, goals, objectives and actions have been identified that require collaboration between the County of Merced and the Cities to address creating a competitive business climate.

In the development of the roadmap, the Cities and County agreed that growing the local economy by attracting targeted sector businesses is a priority goal and should be a collaborative effort to promote all of the County’s assets. This collaborative effort is accomplished through a county-wide Marketing Team consisting of the Cities and County.

The purpose of this Memorandum of Understanding (MOU) is to outline the participating organizations’ commitment to coordinating, collaborating, monitoring and reporting on marketing and lead generation activities for the Cities and County of Merced.

II. PARTIES TO THE MEMORANDUM OF UNDERSTANDING

The parties to this MOU include:

• City of Atwater

• City of Dos Palos

• City of Gustine

• City of Livingston

• City of Los Banos

• City of Merced

• County of Merced

Additional organizations can participate directly and/or indirectly, as may be needed to implement, carry-out and manage economic development actions and initiatives as outlined in the goals and objectives of the County of Merced’s Comprehensive Economic Development Strategy.

Ill. CORE VALUES OF THE COLLABORATION

1) We are dedicated to planning our future from a comprehensive perspective …integrating land use planning with planning for other community needs (transportation, housing,economic development, environmental quality, etc.) that creates enduring value, beauty and livability and protects the natural environment.

2) Our decisions will be influenced by our commitment to increase economic productivity that broadens prosperity to all residents.

3) An understanding that some regional decisions and choices have local impacts (transportation, air quality, water quality, etc.), and we will collaborate with local partners to address these issues.

4) We will enhance the beauty, value and connectedness of the County through support for downtown revitalization and other "sense of place" characteristics that add value and help to define our communities.

5) We will collaborate with others for the maximum benefit of those we serve, taking pride in building relationships and alliances with stakeholders and the public, valuing their contributions. We recognize the important synergies gained by effective teamwork and encourage open communications.

6) We will work to maximize community value by encouraging and implementing integrated opportunities for leveraging resources and linking citizens and businesses to resources that will help them succeed.

IV. SCOPE OF COLLABORATION

THE INTENT OF THIS MOU is to formalize a MERCED COUNTY MARKETING TEAM consisting of economic development leads from each City and the County for the purposes of implementing the Economic Development Roadmap, specifically the marketing initiatives to attract targeted sector businesses. This includes marketing, public relations, business recruitment, business retention, and lead generation. This Memorandum of Understanding does not commit the county or cities to any financial commitment for the collaboration, however, the Marketing Team may at some point in time, to implement business attraction and marketing efforts, agree to collaboratively fund and leverage resources for marketing purposes at which time the Marketing Team would bring proposal back to all entities for approval.

MERCED COUNTY MARKETING TEAM is committed to:

• meeting the goals and objectives of the Merced County CEDs; and

• supporting economic growth, and will encourage businesses to expand and/or relocate to Merced County by providing county data and information, workforce development opportunities, business counseling, land use consultation, financing, location intelligence assistance and fast track permitting to existing and new business that will generate new jobs, goods and services to residents; and

• coordinate any project locations and expansions and will not poach projects from one City to another within the County; and

• coordinate on addressing Merced County (Cities) competitive weaknesses; and

• collaborate on securing state/federal funding for key infrastructure and initiatives that lead to job creation; and

• City’s will implement and manage their own business retention programs and the County will coordinate with the Workforce Investment Board of Merced County to implement and manage a county-wide business retention program; and

• implement Merced County Marketing campaigns to attract targeted sector businesses (not retail) including marketing, public relations, business recruitment, lead generation and review/discussion of funding such initiative; and

• collaboratively respond to prospect leads received by the County, by jointly preparing proposals with Cities providing the County with specific site/building information, utilities and incentives and County providing all other data as requested by client; and

• ensure all marketing and promotional activities are efficiently and effectively coordinated, documented, and reported.

Included as an integral part of this MEMORANDUM OF UNDERSTANDING is Exhibit A, Lead Sharing Protocol,which outlines roles and responsibilities of each party in responding to leads and inquiries from businesses or site selectors.

V. MEETINGS & REPORTING

The MERCED COUNTY MARKETING TEAM agrees to meet once a month to review, plan and manage the annual work plan. The meetings will be opportunities to introduce ideas, share resources, develop protocol and materials, report on progress and strategize on how to increase prospect leads and/or creating competitive advantage. The MERCED COUNTY MARKETING TEAM should report progress to all elected officials at least twice a year.

VI. TERM

This Agreement will remain in full force and effect for one year, at which time the MERCED COUNTY MARKETING TEAM would review and make changes as needed to address opportunities and/or issues after the first year’s pilot period. The MERCED COUNTY MARKETING TEAM would recommend to representative COUNTY/CITY officials continuation of the MOU providing an annual reporting of the collaboration work efforts and a proposed annual work for following years.

THEREFORE, MERCED COUNTY MARKETING TEAM has agreed to the following:

This Agreement will commence and be executed once signed by the Cities and County of Merced.

A lead generation protocol document will be reviewed and adopted by all members of the MERCED COUNTY MARKETING TEAM.

The MERCED COUNTY MARKETING TEAM will annually review marketing strategies and goal achievement with strategies, read just marketing campaigns as needed due to market or target industry/business changes, or to more effectively reaches the targeted audience. Changes will be documented by updating the annual marketing work plan.

This Agreement will remain in full force and effect until and/or as altered by agreement of all parties.

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MEMORANDUM OF UNDERSTANDING

THIS agreement is made and entered into on the _day of , 2014 by and between the undersigned organizations hereinafter referred to as "MERCED COUNTY MARKETING TEAM" for the sole purpose of coordinating, collaborating, monitoring and reporting on marketing and lead generation activities for the Cities and County of Merced.

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NAME, County of Merced Date

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NAME, City of Atwater Date

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NAME, City of Dos Palos Date

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NAME, City of Gustine Date

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NAME, City of Livingston Date

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NAME, City of Los Banos Date

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NAME, City of Merced Date

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2. Lead Sources – will be generated through multiple sources:

a. State of California, GoBIZ Office

b. CCVEDC

c. Direct to County

d. Third party

e. Business attraction campaigns

3. Confidentiality – Requests from the Client for confidentiality will always be respected. Client names will only be revealed upon their approval. County should use a coding system if the project is not already coded

4. Tracking – County will maintain a tracking system to log in client interests (whether for a full proposal,a database lead, sign up for newsletter, et al) so clients can be tracked over time.

6. Dissemination of Leads – leads should be sent to all members of the marketing team, including utilities, transportation and workforce. If a shared web-space is used all members will received the information at the same time and can respond accordingly.

7. Lead Classification:

a. A – Leads requires immediate proposal/response

b. B – Inquiry for some select information from Cities

c. C – Inquiry, no action needed, general county-wide information

8. Lead Handing:

a. When a lead is received, coordinator will professionally and impartially screen the needs of the business and will relay this information to each community when disseminating lead (use prospect intake form).

b. Coordinator will stipulate the date due, specific information and format required from Cities to complete a countywide response to the RFl/RFP (typically all based on the needs and request of the client).

c. Some clients will want their "forms" or questionnaires completed

d. Proposal responses – the goal is to have a single comprehensive proposal from the county, the coordinator will be packaging the proposal with site/bldg. options for the client:

i. County should prepare all information that is NOT related to the site/bldg. but more broad about the area i.e., labor, market access, highway systems, electric/power costs that would be same across the board, an overview

ii. Cities would be responsible for providing:

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MEMORANDUM OF UNDERSTANDING

An Economic Development Agreement between the Cities and County of Merced B l P a g e

1. All site/bldg. data including utilities, water, waste water all infrastructure needed at the site or building,

2. Cost of hook ups and estimated annual costs,

3. Permitting process,

4. Incentives,

5. Information requested that can only be provided by the local jurisdiction.

e. CITIES will submit their responses electronically (upload to a system on or before the due date).

9. Coordinator will follow-up with client coordinating visits and additional information needed.

10. At some point, client will eliminate all sites or narrow to certain sites and at that time, if appropriate, the lead should then be handled by the CITY where the client is considering location.

11. In the event more than one site in two or more CITIES are identified for further consideration, COUNTY could maintain status as primary contact until such time the Client narrows their consideration to one location.

12. With CITY’s consent, COUNTY will maintain contact with the Client to facilitate the location process and participating in bringing other resources to the table.

13. COUNTY will maintain contact with CITY to facilitate a successful location process.

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MEMORANDUM OF UNDERSTANDING

An Economic Development Agreement between the Cities and County of Merced 9 I P a g e

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