HomeMy WebLinkAboutPackets - Council Packets (1151) AGENDA
ORO VALLEY TOWN COUNCIL
SPECIAL SESSION
SEPTEMBER 27, 2004
ORO VALLEY COUNCIL CHAMBERS
11,000 N. LA CANADA DRIVE
SPECIAL SESSION: AT OR AFTER 4:30 PM
CALL TO ORDER
ROLL CALL
The Mayor and Council may consider and/or take action on the items listed
below:
1. CONFIRMATION OF GENERAL PLAN UPDATE REVISION
COMMITTEE APPOINTEES AND ROLE OF ALTERNATES
2. RESOLUTION NO. ( R ) 04-101 AUTHORIZING AND APPROVING
THE EXECUTION OF A STANDSTILL AGREEMENT BETWEEN THE
TOWN OF ORO VALLEY AND NEW WORLD DEVELOPMENT, INC.,
AND DECLARING AN EMERGENCY TO EXIST
3. APPOINTMENT OF AN ECONOMIC DEVELOPMENT ADVISORY
COMMITTEE AND DIRECTION REGARDING REVISIONS OF THE
COMMUNITY ECONOMIC DEVELOPMENT STRATEGY (CEDS) AND
ECONOMIC DEVELOPMENT GUIDELINES
4. DISCUSSION AND/OR IMPLEMENTATION OF " A REPORT TO
CITIZENS"
ADJOURNMENT
POSTED: 09/22/04
4:30 p.m.
Ih
Whenp ossible, a packet of agenda materials as listed above is available for
public inspection at least 24 hours prior to the Council meeting in the office of the
Town Clerk between the hours of 8:00 a.m. — 5:00 p.m.
The Town of Oro Valley complies with the Americans with Disabilities Act (ADA).
If any person with a disability needs any type of accommodation, please notify
the Town Clerk's Office at 229-4700.
TOWN OF ORO VALLEY
COUNCIL SPECIAL SESSION COMMUNICATION MEETING DATE: September 27, 2004
TO: HONORABLE MAYOR & COUNCIL
FROM: Brent Sinclair, AICP, Community Development Director
SUBJECT: CONFIRMATION OF GENERAL PLAN UPDATE REVISION COMMITTEE AND ROLE OF
ALTERNATES
SUMMARY:
At the September 20, Town Council Special Session, the Council voted to establish a revision committee
consistingof two members of the OV Beyond 2004 Committee, a representative from the Northwest Pima
.
CountyChamber of Commerce, a representative from the development community, and an appointment from
each Town Council Member. Listed below are the names submitted thus far. The Council needs to appoint a
representative for the development community to round out the list.
Bill Adler OV BEYOND 2004 REPRESENTATIVE
Carl Kuehn OV BEYOND 2004 REPRESENTATIVE
Melanie Larson CHAMBER OF COMMERCE REPRESENTATIVE
Determined by Council DEVELOPMENT REPRESENTATIVE
Due by 9/24/04 MAYOR LOOMIS APPOINTMENT r
Due by 9/24/04 VICE-MAYOR ABBOTT APPOINTMENT
Due by 9/24/04 COUNCILMEMBER CARTER APPOINTMENT
Teree Bergman COUNCILMEMBER CULVER APPOINTMENT
Pat Spoerl COUNCILMEMBER DANKWERTH APPOINTMENT
Due by 9/24/04 COUNCILMEMBER GILLASPIE APPOINTMENT
Due by 9/24/04 COUNCILMEMBER PARISH APPOINTMENT
It is suggested that the Town Council consider specifying the level of authority and role of any alternates that
would
in artici ate place of the permanent appointee when they are unavailable. The attached memorandum
p p
from Mayor Loomis suggests the following criteria for alternates.
Excerpt from Mayor Loomis' memo:
"It ismy suggestion estion that alternates be allowed to participate when necessary, but only to gather information for
theppermanent appointee and have no voting power. Also, the selection of the alternates should be as follows:
p
Council Appointees .Town Council Member selects alternate
All Other Categories Member of that category selects alternate"
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 2
SUGGESTED MOTION:
The Town Council may wish to consider the following motion:
I move to confirm the appointments to the General Plan Update Revision Committee as presented with the
inclusion of to serve as Development Representative; and further declare the term of the
committee to expire upon Town Council approval of the revised General Plan.
..i_,.,
.cL
Community Development Director
r
l
Town Manager
Attachment:
1. Mayor Loomis 9/22/04 Memo to Council
MEMORANDUM
TO: ORO VALLEY TOWN COUNCIL MEMBERS
FROM: PAUL H. LOOMIS, MAYOR
DATE: September 22, 2004
SUB]: Development Community Representative to General Plan
Revision Committee &Alternate appointments
First of all, thank you for all your dedicated effort on Monday evening to create
the new General Plan Update Revision committee.
The one unresolved category is a representative for the Development
Community. I would like to suggest to the Town Council the name of Mr. Ed
Taczanowsky, Executive Director of SAHBA. Mr. Taczanowsky is a resident of
Oro Valley and would have no direct financial conflicts with working on the
General Plan. I contacted Mr. Taczanowsky about the commitment of time on
the General Plan and he indicated he has experience with General Plans and is
willing to serve.
The second matter I wanted to bring up is the consideration of alternates for
members of the Committee. It is my suggestion that alternates be allowed to
participate when necessary, but only to gather information for the permanent
appointee and have no voting power. Also, the selection of the alternates should
be as follows:
Council Appointees - Town Council Member selects alternate
All Other categories - Member of that category selects alternate
We have added an action item to the agenda for Monday to appoint the
committee (vice — 10/6/04) in whole and to determine the process for alternates
to the committee. Thank you.
Paul H. Loomis
Mayor
C: Town Manager
Community Development Director
Town Clerk
TOWN OF ORO VALLEY
Page 1 of 2
COUNCIL COMMUNICATION MEETING DATE: 09/27/04
TO: HONORABLE MAYOR AND COUNCIL
FROM: CHUCK SWEET, TOWN MANAGER
• RESOLUTION (R) 04- 101 AUTHORIZING AND APPROVING THE
SUBJECT.
EXECUTION OF A STANDSTILL AGREEMENT BETWEEN THE TOWN OF
ORO VALLEY AND NEW WORLD DEVELOPMENT, INC., AND DECLARING
AN EMERGENCY TO EXIST
SUMMARY: In 1994, the Town of Oro Valley proposed annexation of a 4.5 square-mile area
commonly referred to as the "Peninsula Annexation". A number of those properties were already platted or
approved for development by Pima County. New World Development, Inc. owned 339 acres within that area,
pp p
mostp latted for residential development: Monterra Hills, Lots 1 — 197; Monterra Estates, Lots 1 —22; Monterra
Ride Lots 1 — 166; and, Monterra Knolls, Lots 1 — 169. At this point, those residential developments have
Ridge,
which approved completed. On October 5, 1994, the Town adopted Resolution No. (R) 94-46, aPre-
Annexation & Development Agreement ("PADA") with New World. The PADA provided that New World
could develop the Property pursuant to Pima County standards for a period of 10 years.
Recently, New World began platting lattin for residential development the remaining 29.3 acre portion of this
property (Tangerine Terrace). However, the Town has identified this parcel as a site for acquisition to expand
pert
the Naranja Town Park. On May 18, 2004, a Special Bond Election was held in Pima County in which the
citizens of Pima Countyvoted to approve the issuance of Pima County General Obligation Bonds to fund
Jro
various publicprojects.jects. The Pima County Bond Ordinance (No. 2004-18) lists the remaining 29.3 acre parcel
owned by New World as a bond-funded project for acquisition for public use in connection with the Naranja
Town Park.
New World is in thep rocess of platting the parcel and preparing to commence grading for the residential
development. However, New World has agreed to enter into a standstill agreement so as to not disturb the
property fora period of 4 months to provide the Town of Oro Valley an adequate opportunity to investigate the
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feasibility a of negotiated acquisition for the property, subject to the Town of Oro Valley's agreement to extend
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the 10
ear period under the PADA for development of the parcel pursuant to Pima County standards for a
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period of 6 months. New World has indicated that it does not want to be prejudiced by delay resulting from the
standstill agreement. New World seeks no compensation for withholding the commencement of construction,
but does seek an appropriate extension of time under the Pre-Annexation &Development Agreement.
The extension of time requested is 6 months which provides the Town up to 4 months to have the site evaluated and appraised, and fornegotiations to be concluded. The additional 2 months is an offset to allow New World
reasonable time to remobilize for construction should the Town not go forward with acquisition. Both Town
staff and New World are optimistic that an agreement can be reached for acquisition of the subject parcel
thereby avoiding the expense and uncertainty of condemnation and certainly avoiding the possibility that New
World would commence site grading which may not be consistent with the Town's possible use of the property.
TOWN OF ORO VALLEY
Page 2 of 2
COUNCIL COMMUNICATION MEETING DATE: 09/27/04
ATTACHMENTS:
(R)1. Resolution04- 101 Authorizing and Approving the Execution of a Standstill Agreement
Between the Town of Oro Valley and New World Development, Inc., and Declaring an
Emergency to Exist
SUGGESTED MOTIONS:
t Resolution (R) 04101 Authorizing and Approving the Execution of a Standstill
I move to adop
Agreement
Between the Town of Oro Valley and New World Development, Inc., and Declaring an
Emergency to Exist
Chuck Sweet, Town Manager
RESOLUTION NO. (R) 04- 101
A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF ORO
VALLEY, ARIZONA, AUTHORIZING AND APPROVING THE EXECUTION
OF A STANDSTILL AGREEMENT BETWEEN THE TOWN OF ORO
VALLEY AND NEW WORLD DEVELOPMENT, INC., AND DECLARING AN
EMERGENCY TO EXIST
WHEREAS, the Town of Oro Valley is a political subdivision of the State of Arizona, and
pursuant to Article 13, Section 7 of the Arizona Constitution, is vested with all rights, privileges,
benefits, and is entitled to the immunities and exemptions granted municipalities and political
subdivisions under the Constitution and laws of the State of Arizona and the United States; and
WHEREAS, in 1994, the Town annexed a 4.5 square-mile area commonly referred to as the
"Peninsula Annexation". Included in the Peninsula Annexation was a 339 acre parcel owned by
New World Development, Inc. ("NWD"). The only remaining portion of the parcel that has not been developed is a 29.3-acre parcel,which NWD seeks to develop for residential uses;
and
WHEREAS, the NWD parcel is subject to a Pre-Annexation & Development Agreement
("PADA") padopted bythe Town of Oro Valley on October 5, 1994 in Resolution No. (R) 94-46.
The PADAp rovides, inter alia, that NWD can develop the Property pursuant to Pima County
standards for a period of 10 years; and
WHEREAS, a Special Bond Election was held in Pima County on May 18, 2004, in which the
citizens of Pima County voted to approve the issuance of Pima County General Obligation
Bonds to fund various public projects; and
WHEREAS, the Pima County Bond Ordinance (No. 2004-18) lists the remaining 29.3 acre
parcel owned byNWD as a bond-funded project for acquisition for public use in connection with
the Naranja Town Site Park; and
WHEREAS, NWD has agreed to enter into a standstill agreement so as to not disturb the
property fora period of 4 months from the date of adoption hereof, to provide the Town of Oro
pfeasibility of a negotiated acquisition for the
Valley an adequate opportunity to investigate the feas ty g q
r ert subject to the Town of Oro Valley's agreement to extend the 10 year period under the
property,
op y' Pima Countystandards fora period of 6 months
PADA for development of the parcel pursuant to
from the date of adoption hereof; and
WHEREAS, it has been determined that it is in the best interest of the Town and its residents to
enter into the Standstill Agreement attached hereto as Exhibit A and incorporated herein by this
reference, with NWD in order to provide the Town of Oro Valley an adequate opportunity to
investigate the feasibility of a negotiated acquisition for the 29.3 acre parcel; and
WHEREAS, the approval of the execution of the attached Standstill Agreement will further this
goal and is herebydetermined to be in furtherance of the public health, safety, and welfare of the
residents of the Town of Oro Valley.
BE IT RESOLVED by the Mayor and Council of the Town of Oro
NOW, THEREFORE,
Valley, Arizona, that the Standstill Agreement (attached hereto as Exhibit A) between the Town
of Oro Valley, Arizona, and NWD is hereby approved.
BE IT FURTHER RESOLVED that the Mayor and any other administrative officials of the
are
Town of Oro Valleyherebyauthorized to take such steps as are necessary to execute and
implement the terms of the Contract.
BE IT FURTHER RESOLVED that it is necessary for the preservation of the health and safety
of the Town of Oro Valley, Arizona, that an emergency is declared to exist and this Resolution
iY of the adoption hereof.
shall become immediately operative and in force from and after the date p
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona this 27th day of September 2004.
TOWN OF ORO VALLEY
Paul H. Loomis,Mayor
ATTEST:
Kathryn E. Cuvelier, Town Clerk
APPROVED AS TO FORM:
Town Attorney
EXHIBIT A
STANDSTILL AGREEMENT
f , i
A`-
STANDSTILL AGREEMENT
THIS STANDSTILL AGREEMENT ("Agreement") dated the day of
, 2004, is made by and between the Town of Oro Valley, a municipal
corporation (the "Town"), and New World Development, Inc., a
company ("Developer"). Town and Developer are referred
to herein collectively as the "Parties".
RECITALS
A. Developer owns an approximately 29.3 acre parcel of land ("Property")
located along the south side of Tangerine Road, adjacent to the existing Naranja
Town Park site and is located within the Town boundaries.
B. The Property is subject to a Pre-Annexation & Development Agreement
("PADA") adopted by the Town on October 5, 1994 in Resolution No. (R) 94-46.
The PADA provides that Developer can develop the Property pursuant to Pima
County standards for a period of 10 years.
C. Developer intends to improve the property for residential development and is
in the process of platting the parcel and is preparing to commence grading for the
residential development.
D. A Special Bond Election was held in Pima County on May 18, 2004, in which
the citizens of Pima County voted to approve the issuance of Pima County General
Obligation Bonds to fund various public projects.
E. The Pima County Bond Ordinance (No. 2004-18) lists the Property as a bond-
funded project for acquisition for public use in connection with the Naranja Town
Park
F. Developer has indicated its willingness to enter into a standstill agreement so
as to not disturb the Property for a period of 4 months from the date of adoption of
the Resolution approving this Agreement in order to allow the Town an adequate
opportunity to investigate the feasibility of a negotiated acquisition of the Property.
G. The Town has indicated its willingness to extend the 10 year period under the
PADA for development of the Property pursuant to Pima County standards for a
period of 6 months from the date of adoption of the Resolution approving this
Agreement so that Developer is not prejudiced by delay resulting from the standstill
agreement.
AGREEMENT
NOW,THEREFORE,in consideration of the mutual covenants and obligations
contained in this Agreement, the Parties agree as follows:
1. Developer's Obligation. Developer shall not disturb the Property for a period
p g
of 4 months from the date of adoption of the Resolution approving this Agreement in
order to allow the Town an adequate opportunity to investigate the feasibility of a
negotiated acquisition of the Property.
2. Town's Obligation. The Town shall extend the 10 year period under the
PADA for development of the Property pursuant to Pima County standards for a
period of 6 months from the date of adoption of the Resolution approving this
Agreement so that Developer is not prejudiced by delay resulting from the standstill
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agreement
3. Entire Agreement. This Agreement and shall constitute the entire agreement
between the Partiesertaining to the subject matter of the Agreement. All prior and
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contemporaneous
agreements, representations and understandings of the parties, oral
or written, are superseded and merged in this Agreement.
4. Further Acts. Each of the Parties to this Agreement shall promptly and
expeditiously execute and deliver all of such documents and perform all of such acts
p Y
as reasonably necessary, from time to time, to carry out the matters contemplated by
this Agreement.
5. Amendments. No change or addition is to be made to this Agreement except
by a written amendment executed by the Town and Developer.
6. Governing Law. This Agreement is entered into in Arizona and shall be
construed and interpreted under the laws of Arizona.
7. Litigation. Nothing herein shall preclude non-binding arbitration if the Parties
so elect in the event of a dispute hereunder.
8. Successors and Assigns. This Agreement shall inure to the benefit of and be
binding upon the successors and assigns of each of the Parties to this Agreement.
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed
the day and year herein written.
TOWN OF ORO VALLEY
By:
Paul H. Loomis, Mayor
ATTEST:
By:
Kathryn E. Cuvelier, Town Clerk
Dated:
2
APPROVED AS TO FORM:
By:
Town Attorney
Dated:
NEW WORLD DEVELOPMENT, INC.
By:
Its:
Dated:
3''1
3
TOWN OF ORO VALLEY
SPECIAL SESSION
COUNCIL COMMUNICATION MEETING DATE: SEPTEMBER 27, 2004
TO: HONORABLE MAYOR & COUNCIL
VIA: CHUCK SWEET, TOWN MANAGER
FROM: JEFFREY H. WEIR, CEcD
ECONOMIC DEVELOPMENT ADMINISTRATOR
SUBJECT: APPOINTMENT OF AN ECONOMIC DEVELOPMENT ADVISORY COMMITTEE
AND DIRECTION REGARDING REVISIONS OF THE COMMUNITY ECONOMIC
DEVELOPMENT STRATEGY (CEDS) AND ECONOMIC DEVELOPMENT
GUILDELINES.
BACKGROUND:
During the May 3, 2004 Budget Review of the Economic Development Division the Town Council
directed that the revision process for review and modification of the existing Community Economic
Development Strategy (CEDS) be brought forward with a planned start in the September/October
time frame. This meeting will initiate that process.
PROPOSED PROCESS.
It is proposed that the process utilize input from a Task Force comprised of representatives from the
business community, Mayor and Council, Citizen Review Boards and Commissions, local citizenry,
MTCVB, and technically oriented/qualified individuals (full list shown later). The Task Force will
receive input from sources related to many areas of interest and be provided needed information, will
participate in public presentations that are designed to be interactive with attendees, will meet twice
a month for six (6) months, and will prepare for Council approval a revised Town of Oro Valley
Economic Strategy policy document.
It is anticipated that the Task Force would begin meeting the later part of October 2004 depending
on Council action. The review and recommendation process will include public meetings receiving
input from private citizens, local businesses and regional entities. The Task Force will establish
meeting dates for a Study Session to receive input from the Planning &Zoning Commission. At least
one Study Session will be held at the three month point to review with the Council progress to date
and receive input from the Council at that time. The Task Force will bring forward for the Council's
consideration a proposed CEDS no later than seven months from the date of initiation.
TOWN OF ORO VALLEY
SPECIAL SESSION
COUNCIL COMMUNICATION PAGE 2 OF 2
TASK FORCE MEMBERS.
Given the nature of the task at hand, identifying and creating an Economic Strategy for the Town of
Oro Valley, it is important that the members of the Task Force be representative of the composition
of the Town. The following listing is suggested:
1. Town Council Representative 2. P & Z Commission Representative
3. DRB Rep. 4. ADOC Representative
5. MTCVB Representative 6. Tucson ED Representative
7. Chamber of Commerce Rep. 8. Bio-Medical Business Representative
9. Aerospace Representative 10. Business Services Representative
11. Retailing Representative 12. Resort Representative
13. At-large Citizen 14. Medical Services Representative
STAFF SUPPORT.
1. Economic Dev. Adm. 2. Economic Development Specialist
3. Public Works Director 4. Community Development Director
5. Special Projects Coordinator 6. Finance Director
t� J
POTENTIAL OUTSIDE PARTICIPATION. (Not in order of importance or sequence).
1. Economic Forecasting (U of A and ADOC).
2. Re-Development Expert.
ATTACHMENTS:
1. CEDS Document
2. Incentive Policy Guidelines.
Suggested Motions:
1. I move to create a Oro Valley Economic Development Advisory Committee made
up of the following categories:
AND
appoint the following individuals to serve on the Town's Economic Development
Advisory Committee :
2. I also move to direct the new Economic Development Advisory Committee to
revise the Community Economic Development Strategy policy (CEDS) and
Economic Development Guidelines and provide bi-monthly status reports to
Town Council and Final Report within seven (7) months of the Committee's
appointment.
z
(1,026,1b /0-di
Jeffrey,!. Wr, CEcD f7:44to
Economic Deirelopment Administrator
ALg&n.--
Chuck Sweet
Town Manager
EXHIBIT A
TOWN OF ORO VALLEY
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDELINES
guidelines that assist in the retention of targeted
provide the Town Council a set of
GOAL: To businesses to the Town of Oro Valley
and the attraction of new or expanding targeted
businesses .
xistin tax base and the creation of employment
resultingin the diversification of the existing
opportunities.
consider
' usingsome form of incentives in order to
In certain cases the Town may
POLICIES: onlybe used when the Town satisfies
or retain targeted businesses. These incentives will .
attract g and/or expansion of an existing business
itselfthe addition of the new business or retentionp
that Valleyeconomy. The need for
have a significant, positive effect on the Oro •
would g - dependence of residential sales tax
diversification of the local economy which minimizes p
'
is priorityemphasis on new and existing businesses
revenues a necessity. This policy places a p viewed as
• revenues. Asaguideline the following listing can be
thatgenerate significant sales tax Job Creation, and
Resorts, 2. Retail, 3. Other Lodging, 4. High Tech
a prioritized preference: 1. Reso ,
5. Service Providers.
' shall be considered prior to offering incentives.
The following general provisions
willareactuallynecessary in order to affect the
1.
Incentives only be offered if they the
existing retention and/or expansion of an business or to attract a new business to
Town. This would include:
- A situation in which the Town of Oro Valley lie has determined that the retention of an
existing business is desirable.
• Valleyis competing with other cities for the
- A situation in which the Town of Oro p expansion of an existing sting business tot he Town or where incentives are actually
necessary
to affect the expansion of an existing business.
induce a business to relocate or expand
situation wherein incentives are needed to .
- A •
• Oro Valleyfrom an existing site in another city.
their operation to the Town of
- A situation wherein incentives are
needed to induce a business to locate their
operation to the Town of Oro Valley.
priority should be placed on the businesses "targeted" in the Community
2. A high
Economic DevelopmentPlan(1997, or the most recent update).
Strategic
• • • impact on the community, i.e.; the
The project will have a substantial positive economic •
3• bythe project in the long-term will offset
r ofjobs created or the sales tax created p J numbe the project will be of such size
the short-term costs offered by incentives. Additionally,
i nificant em loyment or sales in related sectors.
or consequence to produce s g p
4. Incentives should not
continue for more than a 10 year period.
5. An emphasis should be placed on firms that provide diversification (within targeted
industrial or commercial sectors)to the Town's economy.
6. The Town will not buy land or existing buildings or construct buildings for purely private
objectives. The Town's position should be to offer incentives that have a relationship to
public benefit. Improvements such as streets, water lines, traffic signals, storm drainage,
parking structures, parks and open space, and similar publicly assessed improvements are
examples of public-private financed incentives. Acquisition of property and construction
of buildings, if necessary, must be related to a public purpose.
7. The dollar amount of the incentives offered shall not exceed the cost of the project
considered nor shall the incentive value be more than 50%that the project could
reasonably expect to return in benefits within a ten year period.
8. Private dollars should be utilized whenever possible to up-front identified project costs
and then to be reimbursed by the Town to avoid straining the Town's operational or
bonding capacity and reduce the Town's front-end risks.
9. Incentives can be utilized for resort, retail, commercial and industrial projects Town-
wide.
10. In certain instances incentives may be offered in conjunction with annexation activities
which are viewed as important strategically. In the case of large-scale development
areas, incentives should be combined with a community facilities district, where feasible,
to offer maximum flexibility in attracting development.
11. The intangible or unmeasurable benefits of a business to a community, such as the
location of a headquarters facility, enhancement of attractiveness to other similar
businesses or suppliers, or other similar image-related items are also very important and
should be considered along with other factors when making decisions on incentives.
12. Generally Retail projects which qualify should generate significant sales tax revenues
similar to projects normally identified at a community or regional shopping center level.
13. Specific performance criteria for each project will be established.
14. New Retail development should have an emphasis on meeting a need not currently being
filled in the community, or providing a higher level of service/goods/products than
presently available, or providing similar services in an area not currently being served.
15. Final authority for any approval of the use of an incentive and/or inducement rests with
the Town Council.
16. Each action is separate and independent from all other actions associated with the
approval of the use of an incentive and/or inducement.
F ORO VALLEY
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COMMUNITY ECONOMIC
DEVELOPMENT
S .
TRATEG
y
0
TOWN OF ORO VALLEY
COMMUNITY ECONOMIC DEVELOPMENT
STRATEGY
• SEPTEMBER 1997
0 TOWN OF ORO VALLEY
TOWN COUNCIL
CHERYL SKALSKY
Mayor
PAUL PARISI
Vice-Mayor
BILL KAUTENBURGER
Councilmember
III FRANK BUTRICO
Councilmember
DICK JOHNSON
Councilmember
Acknowledgements
The following persons were instrumental in the development of the Town of Oro
Valley's Community Economic Development Strategy.
Economic Development Plan
Task Force
Cheryl Skalsky Mayor
Kit Donley . . . .Pro LAND
Dennis Douglas Chairman, P&Z Commission
Melissa Franklin Educator, Amphitheater School District
Patti Jo Lewis Development Review Board
Richard Maes Vistoso Partners
Michaele Ann Melton El Burrito Patio Restaurant
Patty Morris Tucson Electric Power
Oscar Rothenbuecher P&Z Commission
Mark Weinberg Diamond Management
Town Support Staff
411 Chuck Sweet, Town Manager
Norm Phillips, Economic Development Administrator
David Andrews, Finance Director
Don Chatfield, AICP, Planning & Zoning Director
Bryant Nodine, AICP, Senior Planner
• TABLE OF CONTENTS
Mission Statement ... 1
Background ••• 2
Scope and Organization ... 3
Purpose ••• 4
Action Steps ••• 4
Town of Oro Valley-Assistance for Economic Development ... 9
Challenges and Vision for the Future ... 9
Appendix
Economic Development Partners — Programs and Assistance ... 12
• Economic Development Contacts ... 18
TABLE 1 - GTSPED Targeted Industries ...
19
MISSION STATEMENT
"To increase the quality of life for Oro Valley citizens and the business
community by developing a positive business climate consistent with the
community's values to ensure the long-term financial and economic
sustainability of the Town of Oro Valley."
1111
1
Background
During the past year there has been a concerted effort on the part of Town and
private individuals to develop an organized plan of action for economic
in Oro Valley. Oro Valley leaders have begun to realize that
developmentY
resou rc
es available for economic development are being depleted. The limited
commercial and industrial lands are rapidly being developed. Also, the demand
p
for
municipal services creates an incentive for the Oro Valley community to
establish a stronger commercial/industrial tax base in order to keep local taxes at
a minimum.
In July 1996, the Town adopted the Focus 2020: Oro Valley General Plan,
which included an Economic Development Element. A key policy (3.IA) in the
Economic Development Element of the Plan states:
"Economic Development touches everyone and everything within a community. Policies
made now will have substantial impacts on the future. They will determine the services a
town canP rovide to its residents and the quality. To ensure that future growth reflects
the desires of the community in balance with an analysis of the Town's financial needs,
a Strategic Plan for Economic Development will be detailed to ensure that future
development will complement community values and work toward implementation of the
community's economic vision for the future."
The development and use of an economic development strategy was deemed to
be importantstep providing in for implementation of the General Plan Goals
and Policies. Without a strategic plan for action, the implementation of the
General Plan Goals and Policies would likely be sporadic, uncoordinated, poorly
timed and inefficient. With a strategic or action plan for economic development
the Town can make the best use of limited resources in providing a focused
economic development program for the community.
A statement in the Economic Development Element of the General Plan
says it best; "The success of the General Plan is measured by how well the plan
is implemented." -
Important actions called for in the General Plan Element include:
• Appoint an Economic Development Task Force to work closely with the Economic Development Administrator (EDA) to develop a Strategic Plan.
• Develop an economic development marketing plan.
2
• Coordinate closely with surrounding municipal and regional as well as
Statewide organizations.
n maintain a computer database inventory of available land and
• Develop and p
buildings
• Develop a fiscal impact analysis before initiating an annexation.
p
•
I an Economic Development Impact Analysis to be incorporated into
Develop P
the evaluation of significant development proposals.
• g
Initiate
the design of thematic entry monuments at key entry areas to Oro
Valley.
One purpose of an economic development strategy is to organize and implement
these and other actions necessary to provide for an effective economic
development effort.
second action item suggested in Economic Development Element was the
The 99
appointment of an Economic Development Task Force to work with the EDA in
developing a Strategic Plan.
110 The Economic Development Task Force was appointed by the Town Council in
August
of 1996 to coordinate the completion and adoption of a strategic plan.
The first
Task Force meetingwas held in October of that year. Care was taken to
include members which represented various major groups within the community,
i.e., small business, developer, land owner educator, utilities, home owner, etc.
The Task
Force met monthlyfrom October of 1996 through August 1997. The
Town Manager, the Economic Development Administrator, the Finance Director
Zoning
and the
Planningand Director facilitated the meetings. In September
1997, the strategicplan lan document was completed and sent to the Town Council
for implementation.
Scope and Organization
This documentdesignedbring
is to together under one cover the existing and
plannedstrategiesprograms and into an overall community economic
development
strategyfor the Town of Oro Valley. The name of this plan is the
Community
Town of Oro ValleyEconomic Development Strategy (CEDS).
3
Purpose
The purposes of the Community Economic Development Strategy are as follows:
• Implement the Goals and Policies of the Economic Development Element
of the Town General Plan.
• Make the best use of limited resources in providing a focused economic
development program for the community.
• Link all development-related programs and strategies in a formal way.
• Provide guidelines in decision-making to the Town's political and
administrative leadership to achieve unity of purpose in the pursuit of
economic development goals.
• Attract new public and private resources to assist in carrying out the action
steps contained in the CEDS.
Action Steps
(1) Establish an Action Program and operating budget for the Economic
Development Administrator (EDA).
The EDA will work with the Finance Director and Town Manager to develop an
action program and operating budget for one year and operating guidelines for a
three-year program (subject to refinement). This program & budget will provide
the general framework in which the EDA is expected to operate and is based on
activities needed to implement the Economic Development Element of the
General Plan. The one-year program will provide a focused scope, while the
three-year program provides the broader operating context. This process of
developing the one and three-year program is advanced by one year and
updated.
(2) Insure that adequate funding resources are available to implement the
action steps contained in this document.
The EDA and the Finance Director will work with the Town Manager and Town
Council to assure that adequate funding is available to carry out the action steps
contained in the Economic Development Strategic Plan.
4
•
(3) Pursue private, county, state and federal funding sources.
The EDA will seek out available funding from various sources including the
private sector and various governmental agencies.
(4) Develop and implement a Business Retention Program.
A retention program will be developed which provides for regular visits by Town
staff to Oro Valley businesses. A survey will be utilized and information
summarized at the end of each year and an annual report produced. The report
will be used to analyze and evaluate Town services, development trends and
other information relating to the business community. The report will be
presented each year to the Town Council.
(5) Monitor expansion plans of businesses in the community.
In conjunction with the Business Retention Program, the EDA will closely monitor
the expansion and relocation plans of businesses in the Town. The EDA will
assist expanding businesses with their plans and help to expedite the
development review and construction process.
• (6) Work with appropriate agencies in assisting local business and retaining
local companies in Oro Valley.
The EDA will work with the Greater Oro Valley Chamber of Commerce, Greater
Tucson Economic Council (GTEC), the Industry Network Corporation (INC),
Pima County's Business Assistance Center, the Pima Community College Small
Business Development and Training Center and the Arizona Department of
Commerce in assisting local businesses and retaining local companies in Oro
Valley.
(7) Work to attract retail development in the community by maintaining
regular contact with the development community.
The EDA will maintain regular contact with landowners, real estate professionals,
and developers in order to attract new retail development to the Town. Contact
with the retail community will be facilitated through attendance at meetings and
conferences of the International Conference of Shopping Centers (ICBG) to
secure new prospects and network with retail professionals.
40
5
• (8) Streamline the development review process.
The EDA will work with Development h the Town Develo Review Ad Hoc Committee and
Town staff to streamline the development review process. A procedure will be
developed to expedite the permit process in response to development requests
p
of significant
importance to the Town image, tax base or employment base.
(9) Create and foster a positive image
g
Create a positive
image for the Town and use that image in marketing plans to
promote Oro
Valleyin industries such as retail, manufacturing and tourism.
Specific action steps are:
• Complete an Identity/Image study for the community.
• Use the study developing in develo in marketing plans for retail, light industry and
hospitalityand tourism industry attraction.
• Work with the
Town Council and other appropriate groups to develop and
enhance a
sense of community identity through landscape and design
themes/treatments
at to the Town or along major road corridors.
• Work with the Town Council, Arts Board, Public Works Department and the
Arizona Department of Transportation (ADOT) to provide directional signage
1111 p P
to Oroalong
Valleythe I-10 freeway and State Routes 77 and 89.
• Work to
establish the Town Hall Complex and surrounding vicinity as the
Town Center"
of Oro Valleyand work to establish this site as the focus and
identify for the community.
Oro Valleyprogressive, on the move, properly staffed and
• Promote as
favorably disposedindustry
to accommodate the need of new retail, high tech
and resort and tourism developments.
• PortrayOro Valleyas a quality place to live, work, shop and recreate.
Demonstrate the
commitment of Town officials to accommodate commercial
and industrial developments, which contribute to the community's identity.
• Reinforce the competitive strengths of Oro Valley as a place for business,
p 9
capitalizing on the unique recreational opportunities and desert and mountain
beauty, highly hl educated citizens, high median income and rapid growth.
(10) Work with regional
i h organizations to improve the image of the Town in the
development community.
Work with regional organizations such as the Greater Tucson Economic Council
(GTEC), Metropolitan Tucson Convention and Visitors Bureau (MTCVB) and the
Greater Oro Valley
Chamber of Commerce in developing the Town image. Work
with such organizations to improve the image of the Town within the
g P
development community.
6
(11) Develop a strategy to encourage northern Town and unincorporated area
residents to shop and do business in Oro Valley. It is recognized that it is
important to provide nearby shopping opportunities for those Town residents in
the Rancho Vistoso section of the Town and citizens north of Oro Valley. This
area has significant economic potential and should be included in the Town
Marketing Plan.
(12) Develop and adopt a Business Incentive Policy
The Town may from time to time wish to use some form of incentives to attract or
retain desirable businesses. Guidelines and review criteria will be established to
assist the Town in deciding when to grant such incentives.
(13) Develop a computerized Fiscal Impact Analysis
The EDA will develop a computerized fiscal impact analysis for use in measuring
the benefit of specific development, rezoning or annexation to the community.
(14) Develop and maintain a Database Inventory
The EDA will develop and maintain a computer database of available land,
• buildings and lease space.
(15) Develop and Maintain an Oro Valley Business Directory
Develop a Business directory as part of an effort to retain retail dollars in the
community and encourage residents to use Oro Valley services.
(16) Develop Economic Development Web pages
Develop Economic Development Web pages on the Internet, including a retail,
industrial /office and general information and demographics page. The existing
Oro Valley tourism page will be updated.
(17) Work to increase the number of tourists, both seasonal and year round,
that come to Oro Valley.
Work with the MTCVB, the GOV Chamber of Commerce and the Sheridan El
Conquistador to increase the number of tourists that come to the area.
(18) Work to attract uses which support the hospitality/tourism industry.
These uses include retail businesses such as hotels and restaurants, which
1111 generate sales and bed tax revenues for the Town.
7
(19) The Town will target the following list of retail, tourism and industrial uses
for areas identified appropriate ro riate in the General Plan. These targeted uses meet
one or more of the following criteria:
• High paying jobs
• Strong projected job growth
• Underrepresented in the Oro Valley market
Retail *
• Furniture & Home Furnishings
• Big-box Discount Stores
• Restaurants
• Drugstores
• Movie theaters
• Clothing stores
Tourism
• Resorts
• Hotels/motels
• Driving range
Office
40 • Corporate headquarters/regional headquarters
• Back-office facilities
• Health services
• College, institutions
• Professional offices
Services
• Dry Cleaning
• Insurance services
• Banking and credit institutions
• Insurance Agencies
• Investment Services
Industrial
The Town will target the Greater Tucson Strategic Partnership for Economic
Developmentselected industries** as described in the Greater
Tucson Strategic Economic Development Plan, July 1996 (see Table 1).
* Well-designed s specialty retail developments (such as Saint Phillip's Plaza in
p Y
Tucson) are much-preferred over strip commercial projects.
• * * A group of industries under the group heading "Fabricated Metals/Industrial
Machinery Equipment"& E ui ment" has been not been included due to incompatibility with
the Town General Plan.
8
(20) Work with appropriate agencies in developing industrial/office leads and
p 9
prospects.
The EDA will work with the GOV Chamber of Commerce, GTEC and the Arizona
Department of Commerce in developing industrial/office leads and prospects.
This will
include coordination on marketing materials and attendance at relevant
events, trade shows, conferences and prospecting trips.
(21) The
status of the Economic Development Plan will be reviewed annually
by Town officials.
The EDA
will review the Economic Development Strategic Plan annually with the
Finance
Director and Town Manager. Appropriate modifications will be brought
forward to the Town Council for adoption. An annual status report will be
prepared andpresented resented to the Council reviewing progress on completion of the
action steps identified in the Strategic Plan.
Town of Oro Valley-Assistance for Economic Development
Local governments in the Tucson regional area, individually or in association,
10 9
promote
local and regional economic development. The state grants municipal
governments, such as Oro Valley, the power to engage in economic
development. These powers allow the Town to provide the leadership, energy
to bringtogether the different segments of the community.
and perspective
Guideline
s for the Town use of assistance for business location or expansion are
outlined
In the Town of Oro Valley Economic Development Incentive Policy.
Challenges and Vision for the Future
of Oro Valley economic and physical transformation will occur as a result of
a combination of physical, political and socio-economic factors which will
growth the
direction of and development in the years to come. External
internal forces influencinggrowth in Arizona and the region will filter down to
and generating impacts Valley, eneratin im acts in its economy that are difficult to predict.
The Town economy evolved as a result of the work of early pioneers who
conquered the desert after harnessing water and energy resources. Later, with
the advent
of World War II, a diversified industrialization process began to take
place. This along with large population immigration, created by workers coming
to take jobs in new area industries, has transformed Oro Valley into the fastest
growing town or city in the State of Arizona.
•
9
Economic growth and development in the region evolved, until recently, without
theguidancecomprehensive of planning, fueled primarily by speculative forces
and population immigration. Planning the future economic and physical growth of
p g
the Town, which is closely tied to the City of Tucson and the region, poses many
challenges. To be beneficial, economic development must not only help create
wealth, it must also generate community benefits and be consistent with the
unique character of the Town. A statement at the beginning of the Economic
Development Element of the General Plan put this in perspective:
"Oro Valley's economic future is interwoven with its distinctive character based
y
on a residential/resort image and its proximity to the Pusch Ridge Wilderness,
Coronado National Forest and Catalina State Park. Diversification in the local
revenue base, encouraged through additions to employment and shopping
opportunities, is desirable. However, any new development must be consistent
PP
with the community's vision for the future and values."
The Town Council and staff will continue to work diligently to carry out this vision.
•
411)
10
I
.0 '
APPENDIX
, .
.•
I ,
1
.
F
i .
0
I
i
11
Economic Development Partners — Programs and Assistance
•
Success in economic development ment is best achieved through cooperation with a
and State
number of local, regionalagencies and groups. The following is a
important of these organizations and what they provide in
discussion of the most 9
programs the way ro
of rams and assistance for economic development.
Arizona Department of Commerce (ADOC)
Economic development
was an elusive function in Arizona until recently. At the
initiative of a
varietyof individuals and organizations, the State Legislature
enacted the Omnibus Economic Development Act in 1989, directing the
Department of Commerce to assess Arizona's business climate and draft the first
statewide strategic economic development plan. This effort culminated in the
ion of Arizona's Strategic Plan for Economic development
design and publication
(ASPED) in October 1992. To implement ASPED, the Governor's Strategic
for f r Economic Development (GSPED) was established.
GSPED identified ten
keyeconomic clusters upon which to build and expand
Arizona's future economy.
410 1. Bio-industry 2. Optics
3. Environmental Technology 4.. Software
5. Food,
Fiber & Natural Products 6. Tourism and Experience
7. Industry High Tech 8. Transportation
9.
Mining & Minerals 10. Senior Living
As defined by ASPED,
an economic cluster is a geographic concentration of
competitive firms in related industries that do business with each other. Clusters
include companies that sell inside and outside of the region as well as support
firms that supply raw
materials. These become magnets for companies to locate
in an area and create a spawning ground for start-up companies. Also, these
p g
create large, diverse pools of experienced workers; attract suppliers who tend to
congregate in their
vicinityfor increased efficiency; and foster a competitive spirit
that stimulates9 rowth and innovative strategic alliances.
The activities of GSPED
will be of benefit to the economic growth of Oro Valley.
In particular, those related High ted to the Hi h Tech Industry, Optics, Tourism and
Experience, and Senior Living.
12
• The Arizona Department of Commerce is the key agency responsible for
marketing promoting and romotin the economy of Arizona while providing support to
GSPEDimplementing in im lementin cluster initiatives. In 1993, the National Marketing
Division
of the ADOC aligned its recruitment efforts with GSPED. Their marketing
representatives were each assigned specific GSPED industry groups.
The Department De artment of Commerce approach has been to emphasize the non-urban
areas in their recruitingefforts. Leads and prospects considering the Tucson or
Phoenix metro areas are turned over to the corresponding regional agency
(GTEC or GPEC).
While recruitment prospects are turned over to GTEC and not to Oro Valley, a
P P
number of important incentives are made available to the Town by the ADOC.
• The Commerce and Economic Development Fund
The Arizona Legislature established the Commerce and Economic Development
Commission (CEDC) to expand economic opportunities in the state. A
help
CEDC fund capitalized yearly with a percentage of lottery proceeds was
established by Legislature Le islature to help retain, expand, and relocate businesses to
Ar,41111
izona. The CEDC funds are administered by ADOC. Direct loans, loan
guarantees and interest rate subsidies are directed by the CEDC to businesses.
consideration is given to businesses seeking to relocate and expand in
Priority
and economicallydisadvantaged areas and to minority and women owned
rural 9
business. The allocations are made on a first-come first-served basis.
• Work Force Recruitment and Job Training Program
Arizona State Legislature established the work force recruitment and job-
training
The 9 .fund in 1993 to rovide customized training to firms that create new jobs
p
in
Arizona and to businesses that undergo economic conversion. Grants are
administered byADOC and offered to financially sound for-profit enterprises.
Those firms identified within the GSPED clusters receive priority consideration.
The grants cover the cost of recruitment, screening, assessment, interviewing,
materials design, and trainingcosts, among others. Training is provided through
colleges,establishedcommunitycolle es, or private post-secondary educational
institutions, or other qualified providers, as requested by the company.
• The Arizona Business Connection
Thisro ram isoperated through the ADOC and provides assistance in
P g
business expansion, relocation and start-ups. The office is a resource for
p
information regardinglicensing, permits, applicable taxes, applicable regulations,
and financial referrals to local, state and federal agencies, as appropriate. Small
13
businesses established in the Planning Area can access and benefit from these
programs.
• Private Activity Bonds
Private ActivityBonds can be issued for industrial, manufacturing facilities, and
equipment.ui ment. The Town of Oro Valley or the Pima County Industrial Development
Authorities can issue these bonds.
• Revolving Energy Loans
Under thisro ram, qualified Arizona companies can receive financial
P 9
assistance for long-term, fixed-asset plant expansions for the manufacture of
9
energy-conservingproducts and energy-conserving building retrofits, including
the acquisition of qualified energy-conserving improvements and equipment.
• Environmental Technology Tax Incentive Program
The State of Arizona offers tax credits and exemptions to companies that invest
$20 million over five years in manufacturing technology that produces goods
from recycled materials and renewable energy.
411 • Defense Restructuring Assistance Program
Under this program, defense contractors can receive individual and corporate tax
credits for conversion of defense activities to commercial activities.
• Economic Strength Fund
This program approved by the Arizona State Legislature provides private non-
profit
rofit and/or local government financing for highway or road projects which retain
P
or significantly increase jobs in Arizona, or which lead to significant capital
g Y
investment, or which make a significant contribution to the economy of the State.
• Arizona Enterprise Development Corporation (AFDC) Loan Programs
AEDC offers several types of Small Business Administration (SBA) Guaranteed
Loans to small businesses including: SBA 504 and SBA 502 fixed asset
subordinated loans, SBA 7A working capital and debt refinance, and bridge
loans for land, building acquisition, inventory or equipment.
• Rural Economic Development Initiative (RED!) Program
Thisro ram, a part of ADOC Community Assistance Services, offers
P 9
specialized services and funding assistance in the form of matching grants to
14
• rural communities. The communities use the assistance to maintain viable
economicdevelopmentprograms and to make themselves more attractive for
capital investment, industrial expansions and business locations.
• Community Facilities Districts
Arizona's CommunityFacilities District Act, allows a landowner or a group of
landowners to request by petition that a municipality establish a community
facilities district within the city limits to finance and construct public infrastructure
and facilities. The districtp rovides developers and cities with a new and flexible
mechanism to deal with the rising costs of new community facilities. Several
financial options are available to construct and maintain infrastructure, including:
General Obligation Bonds, Revenue Bonds, Special Assessments and
g
Assessment Bonds, Uses Fees and Charges, Municipal and Private
Contributions. The type of projects that could be funded include: water and
sewerage storage, flood control and drainage, lighting and traffic control, streets
9
and parking,arkin police and fire facilities, public buildings, school sites and facilities,
parks and recreation among others.
• Other Programs:
Other Arizona programs that may offer potential for economic development are
those offered through the Department of Environmental Quality (DEQ) Revolving
Loan Funds, the Arizona Department of Tourism and the Arizona Film
Commission.
Federal
Over theyears, the Federal Government has introduced a vast array of
programs that local jurisdictions can use to improve their economies and
neighborhoods. These programs range from specific development projects for
rural and urban development to job training. While the breath and funding of
p always rams
federal programs Y ro s subject to changes in national policy and emphasis in
Washington D.C., local communities can make themselves aware of
9
opportunities and where possible, participate in those programs. The following is
pp
a list of federal programs and agencies that offer the most potential to promote
development in concert with the attributes of the Planning Area.
• Small Business Administration Loans
These loans are offered through the state of Arizona.
• The Rural Economic and Community Development Service, and the
• Consolidated Farm Services Agency, formerly the Farmers Home
Administration (FmHA) provides a vast array of programs including
15
guaranteed loans and grants to rural areas for water / wastewater facilities,
. community facilities (e.g. fire and rescue or health facilities, schools),
business and industrial loans.
• Economic Development Administration (EDA) Public Works Grants
The EDA programs are directed to the funding of public works and development
facilities that contribute to the.creation or retention of private sector jobs and to
the alleviation of unemployment and underemployment. For example, EDA
funds could facilitate the construction of an industrial park in Oro Valley.
• Community Development Block Grants (CDBG)
Oro Valley is not an entitlement jurisdiction and relies on Pima County for CDBG
funding (see below).
Pima County
• CDBG Funds
Entitlement funds received through the US Department of Housing and Urban
0 Development are utilized to support community and economic development
activities in the Town of Oro Valley. These funds are received through the Pima
County Entitlement Program and may be used by the Town for economic
development projects, public works, community facilities, public services and
planning.
• Pima County Industrial Development Authority
The IDA was established by Pima County to facilitate financing through the
issuance of tax exempt private activity (industrial revenue) bonds for
manufacturing, infrastructure and medical developments. These bonds are
generally limited to land, building and equipment for manufacturing purposes and
they are capped at $10 million. The proceeds from the sales of bonds are made
available to finance projects through loans, leases or installment sales
agreements with private credit-worthy companies.
Payments are used to pay the principal and interest on the bonds as they
become due. Interest rates are normally three to four percent lower than those
charged through conventional borrowing.
Greater Tucson'Economic Council (GTEC)
40 The Town contracts with GTEC to provide national and international marketing
activities for the region. GTEC receives and markets sites in the area to
16
• prospects passed onto them from the Department of Commerce and also
P
prospects developed through the group's own marketing efforts.
The membership dollars provided to GTEC from Oro Valley and other towns and
organizations in the Tucson area help improve the business climate, and attract
new employers to the area.
Metropolitan Tucson Convention and Visitors Bureau (MTCVB)
This organization receives funding from public agencies such as the Town of Oro
Valley and from a number of Tucson area corporate sponsors (especially those
in the hospitality industry). The activities result in bookings of hotel rooms and
P Y
conventions with the impact of several million dollars each year to the local
economy.
Greater Oro Valley Chamber of Commerce
The Chamber provides a local network for the exchange of ideas between the
business community and the Town. Also the Town has worked jointly with the
Chamber on a variety of economic development issues and projects.
4i) Tucson Electric Power Company (TEP)
TEP works with the Town and other economic groups to provide assistance to
companies in the area of business attraction, expansion and retention. The
Economic Development Section of TEP provides various forms of assistance
includingpower information, sharing of lead information and in certain cases rate
reductions for firms considering expansion or location in the Pima County area.
Private Sector
One of the most critical pieces in the puzzle, fundamental to the building of
foundations for economic development is the private sector. The private sector
consists of local lenders, developers, investors, builders and contractors,
professionals, chambers of commerce, professional and business associations
and the utilities.
Non-profit Sector
Another key sector in economic development is the non-profit sector. The non-
profit sector includes colleges and local universities, community based
organizations, economic development corporations, neighborhood groups and
private foundations. This sector is an important source of both training and
funding for economic development programs and projects.
17
ECONOMIC DEVELOPMENT CONTACTS
Chuck Sweet, Town Manager 297-2591
Norm Phillips, Economic Development Administrator 297-2591
David Andrews, Finance Director 297-2591
Don Chatfield, Planning & Zoning Director 797-9797
David Hook, Town Engineer 797-2442
Bob Maassen, Building Official 797-9096
18
TABLE 1
GTSPED TARGETED INDUSTRIES
Optics
Ophthalmic Goods (SIC 3851)
Optical Instruments & Lenses (SIC 3827)
Analytical Instruments (SIC 3826)
Photographic Equipment & Supplies (SIC 3861)
Environmental Technologies
Fluid Meters & Counting Devices (SIC 3824)
Analytical Instruments (SIC 3826)
Measuring & Controlling Devices (SIC 3829)
Environmental Controls (SIC 3822)
Aerospace
• Space Vehicle Equipment (SIC 3769)
Guided Missiles & Space Vehicles (SIC 3761)
Space Propulsion Units & Parts (SIC 3764)
Space Commerce
Biolndustries
Biological Products, Except Diagnostic (SIC 2836)
Diagnostic Substances (SIC 2835)
Medicinals & Botanicals (SIC 2833)
Teleservices
Telecommunications Services (SIC 4812. 4813. 4822)
Sofhvare/Information Services
Computer Professional Services (SIC 7376)
Data Processing (SIC 7375)
Electronic Information Services (SIC 7374)
Computer& Data Processing (SIC 737)
Prepackaged Software (SIC 7372)
4111 Computer Integrated Systems (SIC 7373)
19
• Electronic & Other Electronic Equipment
Electronic Components & Accessories (SIC 367)
Semiconductors & Related Devices (SIC 3674)
Printed Circuit Boards (SIC 3672)
Instruments & Related Products
Fluid Meters & Counting Devices (SIC 3824)
Analytical Instruments (SIC 3826)
Measuring & Controlling Devices (SIC 3829)
X-ray Apparatus & Tubes (SIC 3844)
Surgical & Medical Equipment (SIC 3842)
Electromedical Equipment (SIC 3845)
Process Control Equipment (SIC 3823)
Photographic Equipment & Supplies (SIC 3861)
Environmental Controls (SIC 3822)
Instruments to Measure Electricity (SIC 3825)
•
•
20
Cuvelier, Kathryn
From: Jerry Bustamante [director@the-chamber.com]
Sent: Monday, September 27, 2004 10:14 AM
To: Cuvelier, Kathryn
Cc: Sweet, Charles; Jerry Hoy; rob@azrestaurant.org
Subject: Rob LaMaster to represent the Chamber
Kathy, the following is to inform you that Rob LaMaster will be our representative on the Town's new
Economic Development Incentive Policy Committee. Rob is an Oro Valley resident and serves as the
Regional Vice President for the Arizona Restaurant & Hospitality Association. The following is Rob's
contact information:
Rob LaMaster, Regional Vice President
Arizona Restaurant & Hospitality Association
465 W. St. Mary's Rd., Suite 300
Tucson, AZ 85701
Ph# 520-791-9106
Fx# 520-623-6603
Email rob@azrestaurant.org
Best regards,
Jerry Bustamante, Executive Director
Northern Pima County Chamber of Commerce
200 W. Magee Rd., Suite 120
Tucson, AZ 85704
Ph- 520.297.2191 FAX- 520.742.7960
Email- director®the-chamber.com
Website- www.the-chamber.com
This E-mail has been scanned by McAfee WebShield and is delivered to you virus free. Infected
attachments associated with this E-mail have either been deleted or cleaned.
--Town of Oro Valley Information Technology Division
1
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: September 27, 2004
TO: HONORABLE MAYOR & TOWN COUNCIL
FROM: Bob Kovitz, Public Information Officer
SUBJ: Discussion and/or Implementation of a Report to Citizens
In August, 2004, Council member Dankwerth approached the Public Information
Division of the Town Manager's Office with a request to explore the possibility of
creating a periodic report to the citizens of Oro Valley. These reports would highlight
actions taken by the Council and would be included in the Water Utility bills.
As a result of that request, a memorandum (see Attachment 1) was sent to the entire
Council on August 26, 2004 that asked for further direction from the Council. To date,
two members have responded—one in favor of proceeding and the other suggesting
that there may be alternative methods to providing the same information to the Town's
residents.
A draft insert was created at the direction of the Town Manager (see Attachment 2).
The cost of9 (on rintin 60# bond paper) and inserting a report would total about $750.
p
However, it should be noted that the Water Utility has customers outside of Oro Valley,
and that Oro Valley has residents (particularly in Annexation Area B) who are not
customers of Oro Valley Water. Therefore, those latter residents would have to receive
the insert as a separate mail piece, printed on heavier paper stock and mailed at the
first class rate if there are less than 500 such residents or property owners. (If there are
more than 500, the piece would qualify for the bulk mailing rate, but it would still need to
be sent separately). The Finance Director has identified the General Administration
account as a source of funding for the entire project.
Duringthe 2004-05 budget reduction deliberations, funding for a quarterly Town-wide
activities calendar and newsletter was removed from the Town Manager's budget.
Therefore, a funding source needs to be identified if the Council wishes for this project
to move forward. Furthermore, it will be necessary to reserve space in future Water
Utility bills since other organizations (e.g., GOVAC) also place inserts, and the cost for
postage would increase if additional inserts cause the billings to weigh more.
The insert included as Attachment 2 to this communication is meant to serve as a
sample only. Clearly, we would include more up-to-date information as we get closer to
therintin and mailing date, which means that some of the information on this sample
p g
would be removed in favor of more recent actions. It is not practical to reduce the font
size any further in order to include more information.
One other issue that requires clarification is the responsibility for approving the final
draft of the insert. One Council member's opinion of what constitutes an important
action by the Council may not be the same as another Council member's. Given the
limited space available on the insert, someone would have to be given ultimate
responsibility for determining what is included.
Finally, as indicated in the August 26 memorandum, it would be advisable for the entire
Council to express support for this project so that the inserts reflect unanimity of
purpose, regardless of whether a Council member voted in favor or opposed to the
specific actions that are highlighted in the inserts.
Suggested motion:
The Council may wish to consider the following motion:
I move to direct the Town Manager to initiate a water bill insert that highlights the
significant decisions and transactions of the Town Council, to be published quarterly
with funding from the General Administration account. Further, the contents of the
insert will be determined by a committee composed of the Public Information Officer and
one Council member, with the Council member position rotating among all of the
members.
Bob Kovitz, Public Information Officer
Chuck Sweet, Town Manager
Attachments:
1. Memorandum to Council, August 26, 2004
2. Sample Water Bill insert
August 26, 2004
TO: The Honorable Mayor and Council Members
VIA: Chuck Sweet, Town Manager
FROM: Bob Kovitz, Public Information Officer
RE: Periodic Water Bill Inserts Report to the Community Re. Council Actions
I have approachedby
been at least one Council member who has expressed an interest in
periodic report to the citizens of Oro Valley via a 1/3 page insert into the Oro Valley
ap
Utilitybills. These reports would list some of the major actions that the Council
Water p
has taken in the preceding months.
These inserts must be coordinated with the Water Utility which maintains a schedule of
insert requests. In addition,the inserts cannot be of such size or weight so as to increase
the postage costs. A 1/3 page insert on 60#bond paper would fulfill this requirement.
p g
At thep resent time,the next available month for inserts is November, 2004. The charge
bythe Water Utilityto process and include the inserts is approximately $250.00. The
charges printinghes for 15,000 inserts (assuming that we do not print any overruns for
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general distribution at municipal sites) would be approximately $500.00 (black print on
standard color stock paper).
Byusingthe Water Utilityas the primary method of sending out these reports,we will
reach a few homes that are not within the Town limits but which are served by the Water
Utility. At the same time,we will not be sending the reports to residents who live in
� '
areas that are not served by the Water Utility (e.g., Annexation Area B). If we wish to
send the reports to those residents outside of the Water Utility service area, we would
most likely have to send them via first class mail in envelopes since there would not be
to
enough qualifyfor bulk rate (nor would a 60#bond 1/3 sheet be sturdy enough to pass
g
through a postage meter).
The Council member who approached me with the idea for the reports suggested that, for
example, the insert might contain some of the following actions by the Council:
• Approval of a stop sign along Copper Springs Trail
• The annexation of the Town Hall campus into the Golder Ranch Fire District
• Approval of a balanced budget after the Council directed the Town Manager to
cut $1.1 million in expenditures
• Placement of portable defibrillators in Oro Valley Public Library and Town Hall
• g
R eduction of the height of the commercial buildings approved for development
south of the Fry's shopping center at Oracle/Magee
• Initiation of Town Hall-type open meetings with local residents
• Regular attendance by Council members at the meetings of the Government
Affairs Committee of the Sun City Vistoso Homeowner's Association
• Audio streaming of Council meetings to residents with high-speed internet
connections
A review og
f Council agendas and minutes would provide more Council actions sufficient
to fill right this list ri ht u p until the date that the camera-ready art goes to the printer.
Please provide direction as to whether you want me to proceed with this effort and
designate a source for the $750.00 (or more, if we include first class mailing to non-
Water Utility customers) per mailing cost that would be incurred. The Public
Information budget did not include funds for this project.
It myis understandingthat it would be advisable for the entire Council to express support
for this projectreports so that the re reflect unanimity of purpose,regardless of the votes on
individual issues.
•
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