HomeMy WebLinkAbout2008.01.22 EDA Packet AGENDA
CITY OF HUGO
ECONOMIC DEVELOPMENT AUTHORITY
TUESDAY, JANUARY 22, 2008 - 8:30 AM
HUGO CITY HALL
8:30 am 1. Call to Order
8:31 am 2. Roll Call
8:32 am 3. Approval of Minutes
EDA Meeting of December 17,2007
8:35 am 4. Update on Finance and Commerce Project Showcase
8:45 am 5. 2007 EDA Annual Report
9:00 am 6. Update on Downtown Redevelopment
9:15 am 7. Update on 2008 Comprehensive Plan
9:35 am 8. University of Minnesota Business Retention and
Expansion Research Program
9:50 am 9. Discussion on EDA Goal Setting for 2008
10:30 am 10. Adjournment
BACKGROUND MEMO FOR THE EDA MEETING OF
TUESDAY, JANUARY 22, 2008
3. Approval of Minutes for EDA meeting of December 17, 2007
City staff recommends that the EDA approve the minutes for the December 17, 2007
EDA meeting as presented.
4. Update on Finance and Commerce Proiect Showcase
Staff has been working with the Finance and Commerce newspaper over the past couple
months to do a project showcase article in their Thursday, real estate edition of the paper
on Hugo downtown redevelopment. Staff will update the EDA on the progress. The
article is planned to be printed in the Thursday, January 31, 2008 edition of the paper.
5. 2007 EDA Annual Report
Staff has the final copies of the 2007 EDA Annual Report complete. Copies will be
available at City Hall and on the website. There will be extra copies printed if EDA
members would like to take some with them. Staff will update the EDA on the
distribution process.
6. Update on Downtown Redevelopment
Staff will update the EDA on the downtown redevelopment projects going on in the City.
7. Update on 2008 Comprehensive Plan
On January 10, 2008 the City Council and Planning Commission held a workshop on the
2008 Comprehensive Plan. Staff will update the EDA on the workshop and has attached
the Economic Development section of the plan and the implementation plan.
8. University of Minnesota Business Retention and Expansion Research Program
Staff met with Liz Templin, from U of M extension services, on the Business Retention
and Expansion Research Program they offer to communities. Staff will update the EDA
on the meeting and would like feedback from the EDA on the program. Staff has attached
a packet that describes the program objectives.
9. Discussion on EDA Goal Setting for 2008
Attached are the EDA and City Council 2007 goals for the City. On January 28, 2008
there will be a City Council workshop to establish the 2008 City goals. Staff would like
the EDA to discuss what they see as important goals for the City in 2008.
MINUTES FOR THE EDA MEETING OF DECEMBER 17, 2007
EDA President Fran Miron called the meeting to order at 8:30 am.
PRESENT: Jan Arcand, Tom Denaway, Mike Granger, Phil Klein, Fran Miron and Brian
Thistle
ABSENT: Jim Bever
CITY STAFF PRESENT: City Administrator Mike Ericson, CD Director Bryan Bear,
Associate Planner Rachel Simone, Deputy Fire Chief Jadon 011ila, Building Official John
Benson
APPROVAL OF MINUTES FOR THE EDA MEETING OF NOVEMBER 19,2007
Thistle made motion, Klein seconded, to approve the minutes for the EDA meeting of November 19,
2007.
All aye. Motion carried.
UPDATE ON CARPENTERS REDEVELOPMENT
Staff updated the EDA on the progress of the Carpenters Restaurant redevelopment project.
Attached was the plan that has been submitted from the architect for informal comments.
Mike Anderson was also present at the meeting.
CD Director updated the EDA on what has been happening with the redevelopment of
Carpenters Restaurant. The new development team is now thinking big picture for the project
and finding out where Carpenters would fit in. The project has slowed down, but there have
been great changes. The plan does a good job of enhancing the street-scape and thinking
about a public corridor.
Mike Anderson stated that he thought that thinking big was a good change for the
redevelopment project and that the restaurant parking has been a problem. He stated that in
the new concept plan they have done their best to accommodate the problem. He asked for
informal feedback from the EDA. He would like to have final plans submitted in early 2008
and start construction around April 2008.
Miron asked if the development team is planning on developing the entire site. Mike
Anderson stated that they are primarily planning for Carpenters, but has some interest in the
other property available.
Miron asked about the access to the site. CD Director stated that the plans have not been
looked at closely. Staff will continue to work with Mike Anderson on the access into the site.
Granger stated that he likes the plan and he thinks that Carpenters can work as the first phase
without having the entire site complete. Granger also asked if the parking was realistic. CD
Director stated that it is pretty close and that the City owned property could be purchased for
additional parking. The Metropolitan Council has some grant options for structured parking
such as ramps.
The EDA discussed the Tax Increment Financing District Certification. Denaway stated that
the key date for certification would be sometime before June 30, 2008. Denaway asked if the
plan for Carpenters is to purchase additional property. Mike Anderson stated that at this time
that's the plan.
Arcand stated that the plans where great and it's better to look at the big picture. Thistle
agreed and likes the drafted elevations for the restaurant.
Klein asked if Carpenters was going to be a two-story building. Mike Anderson stated that
has not been figured out yet.
Granger stated that he likes the idea of the French Quarter theme in Louisiana; it seems like
the elevations mirror that thought. Thistle and Arcand agreed. Denaway stated that the City
should think of a unified theme for downtown.
EDA PORTION OF THE NEW CITY WEBSITE
The Associate Planner presented the EDA portion of the new City website. The website is
not yet available to the public, but is planned to be launched in early 2008. Associate Planner
showed the EDA what the website will look like and what EDA information will be included.
The EDA liked the new City website and was excited to see the outcome. CD Director stated
that for the property for sale and leased portion of the website will be helpful to buyers and
sellers of property. He suggested sending letters to the commercial and industrial property
owners in the City to let them know about this portion of the website. Miron stated that this
could also be one of the EDA's 2008 goals, to continue to work with the local business
owners.
UPDATE ON CITY OWNED COMMERCIAL PROPERTY "FOR SALE" SIGN
At the November meeting the EDA recommended to the City Council to put up a commercial
property for sale sign on the City owned property. This item was on the Council agenda on
December 17, 2007 for approval. Bill Weigel has put together a rendering of what the sign
will look like. The example was in the EDA packet.
Thistle made a motion, seconded by Granger to recommend approval of the sign layout to the
Council.
All aye. Motion Carried.
EDA ANNUAL REPORT
At the November meeting the EDA had a chance to review the 2007 EDA Annual Report.
The EDA had some suggestions for changes. The changes have been made and the revised
annual report was attached for the EDA to review.
Arcand stated that the report should be put in the Hugo Welcome bags that go to new
residents. Klein stated that he could bring copies to Hugo Business Association meetings and
distribute copies. Associate Planner stated in addition, the reports will be at City Hall and on
the website.
DISCUSSION ON FIRE DEPARTMENT ON THE 1306 INTERNATIONAL
BUILDING CODE.
Every three to four years the County and the City adopts new regulations for the International
Building Code. There are new provisions for this year and one of them is chapter 1306,
which would require certain types of commercial and industrial buildings to have a sprinkler
system installed. Jadon 011ila from the Fire Department was present to give a presentation on
adopting the chapter 1306 International Building Code. The City Council considered this
issue at a workshop on November 20, 2007. The Council requested that the EDA review the
information and make a recommendation due to the potential economic impact on the City.
The EDA reviewed a memo from John Benson on chapter 1306.
Jadon 011ila gave a presentation explaining chapter 1306 of the building code. Chapter 1306
is an optional portion of the building code that could be adopted by the City Council if they
feel it is necessary. The optional portion of the code would require buildings of certain uses
and size to have a sprinkler system in case of a fire. There are two forms of 1306 that can be
adopted.
#1:
This would include both any new buildings and additions to buildings. This also would be a
requirement if the use changed within the building. This would include the retrofitting of a
sprinkler system in an entire existing building when additions are proposed.
#2:
This would only include new buildings and additions to buildings. This also would be a
requirement if the use changed within the building.
Klein made a motion, seconded by Denaway, to recommend to the City Council option#2 of
Chapter 1306 of the Building Code.
All Aye. Motion Carried.
ADJOURNMENT
Granger made motion, Arcand seconded to adjourn the meeting at 10:30 am
All aye. Motion carried.
Estate PROJECT SHOWCASE
A Special Advertising Section of Finance and Commerce Real Estate Thursday,Saluting Minnesota's Top Real Estate Projects
Mound calls on its past to shape its future
The train pulls into the depot of this village known
as Mound-named for its collection of Native
�+ American burial knolls and known for its family
resorts and the best fishing on renowned lake
Minnetonka Eager passengers step onto the platform
into a different world from the one they left in down-
town Minneapolis. Visitors pick up a few essentials at
the grocer,walk to the pier and board a small steamer
waiting to carry them to cabins and resorts.
;•
That was the scene in downtown Mound during Lake
• Minnetonka's thriving resort era in the 1910s and'20s.
While the resorts are gone,replaced by homes,the scene
_ _ e is being rebuilt In a monumental effort of publidprivate
"■■��FF • partnerships totaling more than$200 million of reinvest-
ment and years of work,downtown Mound is once again
becoming a destination.
• 1
The effort is called Mound Visions and the vision grew
out of need. Despite its rich history,Mound's downtown
- had fallen on hard times by the mid-1980s. The resort
:- era abruptly ended long ago with Black Tuesday. More
recently,shopping patterns had changed to the detriment
x "�der3Glii161r>� _ ;_ of places like Mound. Famed Tonka Toys was sold and
Sik ra�'w -=` moved fsrom its Mound birthplace to Mexico. And that
canal from Lake Minnetonka to the Mound depot?It
Lafayette Hotel an Lake Minnetonka near the turn of the last Century. was all but forgotten-overgrown behind dumpsters,a
gravel alley and piles of road salt.
The community,however,desired a different fate. The city completed a strategic
downtown plan in 1990 that,among other things,suggested an organized down-
town revitalization effort. That effort,soon known as Mound Visions,took root
with the adoption of the downtown master plan in 1992. The master plan was
aggressive,with the suggestion to essentially tear down the entire downtown and
rebuild it with mixed-use buildings,reroute a county road,build a new main street,
Engineering transit center and farmer's market,rehabilitate the canal to Lake Minnetonka and
Planning build a public marina
� The strategy was(and still is)to create extremely com-
Environmental Services pe8 public amenities and pedestrian spaces as a framework for private redevel-
opment. The city learned quickly that flipping Mound's tarnished image and attract-
Surveying kank Aees ing private investment would require bold moves and public"seed"investments in
asuuata.Inc Landscape Architecture key amenities like the canal and main street
At the time it was unveiled in 1992,the idea of building a traditional downtown was
t48GG 281h Avenue Nath,Suite 140 IP)763.176.60[0(Q 763.476.8532semi-radical. Urban designer Bruce Chamberlain,vice president with Hoisington
ICoegler Group,remembers a prominent area developer warning him that such an
Plymouth.Minnesota 55447 Website:—nifta.com E-mail:mkafillmmlra.00m ................................................................................................................................................................................
PROJECT SHOWCASE To H10E 12
Floisington Koe-ler Group presentsMound Visions:
Mound has the dedication.
HKGi has the irnagination.
?,
wr
The environment is everyone's concern,
•we make it our priority.
Together, 1 1
helped�ru,City:f Mourd,Lin-e—a,make theAowrd
n • ofer Group Inc.
-
PROJECT
A Special Advertising Section of Finance and Commerce
Continued from page 11
..............................................................................................................................................................................
aggressive plan would never be realized. But the community had unwavering dedi-
cation,especially to a plan that focused on its lake Minnetonka heritage.
The hurdles were at times daunting says Kandla Hanson,Mound city manager. "Soil
contamination,county road and post office relocation,utility undergrounding,rail
abandonment,new street rights-of-way,not to mention that the permits required to ie t 4 .. •," ji s k
dredge a canal and build sixty boat slips has kept us focused and savvy." With the +`
:. .^.
expertise of atop notch city staff,legal and financial counsel from Kennedy&
Graven and Ehlers&Associates,environmental consulting from Earth Tech,engi-
neering from MFRA and urban design,landscape architecture and Mound Visions
coordination from Hoisington Koegler Group,the public-realm team of this effort
has accomplished amazing feats.
Enter the development community. Early skepticism turned to passive curiosity,
-
and ultimately to financial commitment with Mound's establishment of a downtown
tax increment financing district and completion of early infrastructure projects.
The recently completed downtown pier and marina
f The catalyst redevelopment project by a local hardware retailer in 2000 was quickly
followed by a mixed-use retail/housing project by MetroPlains Development and a
e.c.
new downtown post office.These early projects were critical in demonstrating
market success and establishing the flavor for the important"main street"projects
d to come.
Mound Harbor Renaissance LLC(MHR),a consortium of development interests,
�m was selected by the city in 2001 to redevelop three high-visibility main street dis-
tricts in downtown. MBR and their consultants,including Maxfield Research,
Landform.Engineering,Barr Engineering,Faegre&Benson,Krass Monroe and
Edina Realty have embraced Mound's vision for a traditional downtown and proven
;,•�\�++,� KRASS MONROE is PROUD TO HAVE PROVIDED
A THE FOLLOWING FINANCIAL AND LEGAL SERVICES TO
THE DEVELOPER, MOUND HARBOR RENAISSANCE, LLC:
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development.site in downtown Mound into a safe site for future
NI'v congratulate the City ofMound Und Mound HarborRenaissance I)eN elopment,11C.oil lilt-approval(if Pha.,e I
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SHOWCASE
Real Estate Thursday, Saluting Minnesota's Top Real Estate Projects
ORIA ket interest of their downtown units prove the
s� 'rra ' ��� U sophistication of today's home buyers who
- 1($xTtic°-i F •�ilM.. are interested in a full package of high quality
'> ]ei,• � +F - amenities that flow from interior details to
building architecture to site design to inviting
�'�' ids o■Y �3 J ' �., public spaces."
Ht-bp3'er� _
o �!'t"« �3�! The public/private teamwork of MHR and
�. W► # the city is gaining wide recognition and sup-
- #._'=' •_ -""" -%4-4 port. In 2005 alone the team has secured
nearly$5 million in grant funds and received
large awards from Hennepin County's
Transit-0riented Development grant and the
ii -• Minnesota Department of Employment and
Economic Development's environmental
•�.. ` _ "Z.-,�� grant. The project has also been recognized
significant financial support from the
> o - Minnehaha Creek Watershed District as an
innovative model for stormwater treatment.
The Mound Visions effort will be complete in
2008. All told,over 350 housing units within
•. - ` .,.; a five-minute walk from a downtown transit
center and 150,000 square feet of commercial
space will have been built The effort will
result in roughly$40 million in public invest-
ment and another$160 million in private
investment. Property taxes generated from
Mound Visions downtown master plan
this small downtown will increase to 26
times their pre-development levels. When
to be a wise and highly professional development partner in the effort. MHH's pro- asked if the effort has been worth it Mayor Pat Meisel says,"We have reconnected
posal for mixed-use development embraces public space and pushes the envelope with our heritage,set the stage for a generation of success and transformed atti-
in quality design and innovative stormwater systems.Tom Stokes,president of Ludes from defeatist to confidence. 1'd say it's been worth it".
Brenshell Townhomes,one of the development partners,says that"the intense mar-
Honored to be a part of the Mound Redevelopment Project
[" Xn�I(I • • • •
.,K.�Real Estate Research&Consulting
. Market Feasibility Studies Mound Office
. CompmhensiveHousing Studies
. Consulting Services
. land Use Planning proudly supporting the Mound Redevelopment Project
. Commercial Analysis fit„rdasr,, h i.. .--•---.,.-
. Market Assessments 6,SFv.A--N-Rh.S-4--
Fhooe...B—Fa6n"419"9
�tinformation: 52
For more 9 -475-2411 7ao.
EXCITING NEW MOUND RENOVATION! �.�
ENjoy MAI
• 1 •' C H A R T E R E ❑
ffe Congratulations to the City of Mound for its
y - economic development accomplishments.
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Yrt37 luxury toiNnhonnes '17 of these 200 South Sixth Street,Suite 470,Minneapolis MN 55402
Shomes vAll directly overlook1 .-
t r '
with many of the9311[as at www.kennedy-graven.com
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commonI having partial vi—
greauNay amOnd the lake.Each home
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EHLERS &ASSOCIATES
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Intsnor designs am being developed.
Call for more infortnation.
Designing Outstanding Financial Solutions
for Outstanding Communities
MWE SrEADMAN Ehlers&Associates is proud to have provided the following public
financial advisor services to the City of Mound on the -
Downtown Mound Development Projects:
PAT-nJ• °RMANN ♦Redevelopment Management
THNILI—ALS ox ' ♦Tax Increment Financing
n• ♦Bond Issuance
r Contact Datta Callister at Ehlers&Associates E H L E R S
(651)697-8553 or deallister@ehlers-inc.com a ASSOCIATES INC
I
CITY OF HUGO
2007 EDA Annual Report
This Annual Report is designed to showcase many of the commercial and industrial
business that have located in Hugo during 2007. The goal of the Hugo Economic
Development Authority (EDA) is to create a thriving community with diverse job and
tax bases, brought about by specific emphasis on business retention, business ex-
In this report: pansion, and business attraction. Hugo's business community is rapidly expanding
• Postal Credit due to strong residential growth and an attractive business environment.
Union 2CC7 q des af tPce coa...
• Kidzplace Child
Care Center 1. Active involvement with the Hugo Business Association
• Kwik Trip 2. Develop a marketing and promotional strategy for the EDA
• Victor Market Create a list of businesses in Hugo
Place Retail
Center • Develop retention and attraction goals
• Hugo Downtown 3. Continue performing site visits with existing businesses in Hugo
Plan
• stockness 4. Establish a Tax Increment Financing (TIF) District for Downtown Hugo
Construction • Create a TIF Policy and Application
• Multifeeder 0 Continue working on Downtown Redevelopment
Technology
• Wilson Tool 5. Identify a location for another industrial park
• Northern gateway into Hugo
• Future development in northern Hugo
. and Jn otxi& C.emhuctian...
The valuation of the new commercial and industrial construction in Hugo exceeded 9
million dollars in 2007. Most of the commercial construction is along County Road 8
and Victor Hugo Boulevard. The industrial construction has been in the Bald Eagle
Industrial Park located along Fenway Boulevard. The City of Hugo and the EDA wel-
come all of the new business to Hugo and are excited about the new jobs and ser-
vices they provide to the community. In this Annual Report the EDA has highlighted
the new businesses that have located in Hugo in 2007 and it gives an overview of
l what the businesses have to offer to the residents of Hugo.
j
2007 D . Annual Report
Commercial
Page 2
Y"to t e l a Un ion ex� in X ugtL t
Postal Credit Union, located at 14750 Victor Hugo Boule-
vard, was developed and welcomed into the City in 2007.
The building is a 5,000 square foot building with a drive-
up window. Founded in 1926 in St. Paul, Minnesota, R
Postal Credit Union is a great addition to the City dedi-
cated to providing full financial services with safety and
convenience at competitive costs, keeping in mind the
philosophy of "Not for Profit, not for Charity, but for Ser-
vice."
President of Postal Credit Union, Russell Plunkett, stated that they have over 20 new employees at the
Hugo location and he is very pleased with the design of the building. The Grand Opening was on July 18,
2007, which included a money booth that raised over$1200 for the Hugo Community Food Shelf.
JF idzp Lace eh" Carle centeA...
Located at 5448 140th Street North, Kidzplace opened in May
2007 to provide child care and education to the residents of Hugo
and surrounding communities. Kidzplace is locally owned and oper z .',
ated and is committed to a comprehensive curriculum and has nu- Kidzplace
merous enrollment plans to meet the needs of parents and chil-
dren. The child care center currently has 4 classrooms that in-
clude, Infant Program, Toddlers, Preschool, and School-age. All -
teachers are licensed and educated in Early Childhood Education.
Kidzplace was recently showcased in the White Bear Press as a state-of-the-art learning center for children.
Jfu" .1U'p Cw Station and can 2 coh opeto DecemhAn 2CV 7 r
Kwik Trip Gas Station and Car Wash opened to the residents of Hugo in December of 2007. Kwik Trip is
located at the northwest corner of County Road 8 and Victor Hugo Boulevard. Kwik Trip has been working
with the City to locate a gas station and
car wash in Hugo for the past couple of
years, received site plan approval in
2006, and began construction in Fall of
2007. In addition to the convenience ,~7 .
store, Kwik Trip includes an area full of
bakery goods. Welcome to Hugo! A t Akt
CITY OF HUGO
Commercial
Page 3
Vict" Atay d J eace geta cente"...
I The Victor Market Place retail centers are located at the four
quadrants of County Road 8 and Victor Hugo Boulevard.
There are a total of four retail buildings planned for the area,
including a retail center that is connected to Festival Foods
Grocery Store. These retail centers include businesses such f'
as, Global Gallery and Gifts, Budget Blinds, Bates Orthodon-
tics, Amian Asian American Bistro, Hugo Nails, Savoy Pizza, N
Snap Fitness, Great Clips, Martinizing Dry Cleaning, Kinder-
Gardens, Cornerstone Chiropractic, Fairview Clinic, USA Ka-
rate, Hawaiian Tan, Northeast Eye Care, Guys and Dolls Sa-
lon, Northern Lights Pediatric Clinic, and more to come! The
` Hugo Economic Development Authority welcomes the new
businesses to Hugo and is excited to have them in the City. .:
There are leasing options still available for the Victor Market
Place retail centers. For more information on the retail cen-
ters please visit the City website or contact City Hall.
W Dmuntetm J m d Wan appwved...
The Downtown Plan was adopted by the Hugo City Council in April '" 0
2007. The Downtown Plan is a tool to help the City of Hugo in realizing
the community vision for downtown Hugo. As Hugo continues to de-
velop, the details concerning the development of each specific site may
differ from the illustrative downtown plan, but the primary elements of �� ---- '
the plan, including infrastructure ( roads, parks, trails, open space) and .- I
the quality and character which makes the plan unique to Hugo are
expected to be maintained. The City has also adopted design guide-
lines for the downtown area that are intended to provide a baseline for
• 1
quality that will guide the revitalization and expansion the downtown
business district. The guidelines are written to promote the goals and
objectives of the community including preserving a small-town rural
character, maintaining a pedestrian-friendly downtown area, and rec-
ognizing the French heritage of Hugo. Please visit the City website or 'f `
contact City Hall for more information on the Downtown Plan. . +
s
1
I
StQCfine,J 6 eow tuuctia.n 4ew in tfie X aU Ea.*
JtutwWa Jaxe!
1
In 2005 Stockness Construction celebrated 50 years in the concrete business. The
year after, they decided to build their own facility in Hugo and received site plan
approval in 2006 and opened to the public in 2007. Their projects range from sin-
gle family starter and high-end homes to decorative projects with stamped pattern
concrete and many other
concrete services. They
are focused on achieving
_, the highest standards -
/ possible in quality, service I
and customer satisfaction. -
Aluffifeedin J e J Xeceive6 Site an appwv4cd...
01
In August 2007 Multifeeder Technology received site plan approval for a two-story I
28,000 square foot building on Fenway Boulevard in the Bald Eagle Industrial
Park. Multifeeder Technology designs and manufactures high performance, high
speed, friction feeders and accessories for use in the packaging, printing, and
2007 EDA mailing industries. The
company is currently lo- '
Members --
cated in White Bear Lake
Fran Miron, and they plan to start con- j
President struction of their new
building in Hugo in the {
Phil Klein, Spring of 2008.
Vice President
Wiban Jact'j ./Veto additia.n! i
Jim Bever Wilson Tool has added a new foyer to they. '
main entrance of their building for better
1
Mike Granger J
visibility of the entrance for customers.
Jan Arcand Wilson Tool is located on the southwest
corner of 130th Street and Farnham Ave
Tom Denaway and employs approximately 500 people.
HUGO CITY HALL 14669 FITZGERALD AVENUE NORTH HUGO, MN 55038
Brian Thistle PHONE: (651)762-6300 WEBSITE:WWW.CI.HUGO.MN.US
t
DRAFT-12/27/07 '
Chapter 6: Economic Development Plan
6.1 INTRODUCTION
In 2004, the City reorganized its Economic Development Authority (EDA) into a
seven member advisory group including the Mayor and one City Council
member. As an advisory commission to the City Council, the EDA is responsible
for attracting economic growth and development, retaining businesses, and
assisting with the expansion of existing businesses within the community. The
EDA recommends economic development policies and economic financing
incentives to the Council, and works to promote the City. The EDA has prepared
this long-range strategic plan for economic development within the City.
6.2 PURPOSE
The purpose of this plan is to expand and enhance the City's commercial and
industrial base. The City's goal is to establish a healthy, thriving business
community that will maintain and enhance the City's high quality of life. An
expanded business community will provide an expanded tax base, increased
local employment, a greater variety of jobs, and a full range of goods and
services for its citizens.
6.3 BACKGROUND AND BUSINESS CLIMATE
Downtown Hugo
Historically, the City's business community has been concentrated in the
downtown area of Hugo. The majority of the City's retail and service businesses
are still located in the downtown area. The downtown area contains
approximately 145,000 square feet of commercial space occupied by
approximately 41 businesses. The retailers include both neighborhood
convenience businesses and specialty retailers. There are a variety of
automotive uses as well as service businesses in the downtown. Most of the
businesses are independently owned local businesses with very few national
chains or franchises. Downtown Hugo is also characterized by City Hall, St.
John's Church, the American Legion Hall and Hugo Elementary School.
Highway 61
Over time, a wide variety of businesses have located along much of the length of
Highway 61, particularly north of the downtown area. The majority of the
businesses located along Highway 61 remain to this day on private well and
septic systems and many are located in metal pole barns on gravel lots and
contain uses that require outdoor storage. Uses along the corridor include
automotive uses, manufacturing uses, contractor operations, landscaping
Chapter 6 6-1
Economic Development Plan
tH,46
DRAFT-12/27/07 '
businesses, auto salvage yards, and a recycling center. The majority of the
businesses have minimal investments into buildings or site improvements, and
many of these will likely be redeveloped as municipal services are extended to
these areas.
Peloquin Industrial Park
This industrial park located at Highway 61 and 152nd Street was developed on
gravel streets and without municipal services. Uses generally include
manufacturing, warehousing, and contractor type businesses. Businesses are
generally located in metal buildings on gravel lots, and contain minimal site
improvements. The City extended municipal sewer and water and constructed
paved city streets with drainage improvements to the industrial park in 2004.
Since that time, the City has seen substantial new investment in the industrial
park, resulting in the construction of new buildings, site improvements, and
ultimately new businesses locating within the park.
Bald Eagle Industrial Park
This Industrial Park was developed by the City, beginning in 1999 with the use of
Tax Increment Financinlq. The park is located along a rail spur beside Highway
61, and between 130 h and 140th Streets. Construction standards were
established, resulting in higher quality concrete buildings, and sites that are
paved and landscaped. The City's largest employers are located in the park.
Uses consist primarily of manufacturing, technical, warehousing and construction
related businesses. There is also a pet resort and a mini-storage located in the
park. Development of this industrial park along a rail spur has been a major
success, and the park is now home to the largest concentration of jobs in the
City.
County Road 8 Gateway
The area near the intersection of CSAH 8 and Victor Hugo Boulevard has been
experiencing significant retail development over the past two years. In 2006,
improvements were completed on to County Road 8, which resulted in a four-
lane divided roadway, including extensive landscaping, street lighting and
decorations. The roadway not only improves traffic capacity, it establishes an
improved entrance to the City. Development in this area includes a grocery
store, retail shops, several banks, restaurants, medical uses, a gas station, and a
day care. The buildings offer a high level of architectural design with quality
materials and innovative site planning, landscaping, and attention to detail.
Demand for retail space at this location is mostly due to the recent surge in
residential development in Hugo, the proximity to Interstate 35E, and the recently
completed road improvements to the County Road.
Chapter 6 6-2
Economic Development Plan
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` DRAFT-12/27/07
6.4 OPPORTUNITIES AND BARRIERS TO ECONOMIC DEVELOPMENT
Since 1999, the City's Bald Eagle Industrial Park has seen steady development.
Today, nearly all the property within the industrial park has been developed.
Multiple quality businesses have located in the industrial park, bringing diverse,
quality jobs to the City. Business owners that have selected to move their
business into the industrial park have identified a number of advantages to
locating a business in Hugo, including:
• Location and transportation connections, including Highway 61, the
BNSF railroad, and the close proximity of 1-35E.
• Access to major markets and to available infrastructure within the Twin
Cities area
• Well educated, skilled, and rapidly expanding labor force
• Natural resources
• Schools
• Diversity of housing options
• Low crime
• Available land
• Financial incentives, including Tax Increment Financing
• Constructed local infrastructure including roads and utilities
• Helpful, Effective, and Supportive City Council and City staff
Since 2005, the City has welcomed a number of new commercial retail, service
and medical businesses to the community, bringing important goods and
services to the citizens. These new business owners have identified several
reasons for locating commercial businesses into the City including:
• A rapidly growing population with attractive demographics
• Improvements to the CSAH 8 corridor
• High quality, well planned, and attractive development
• Lack of other similar businesses within close proximity
• Available land
The City should continue to identify strengths and opportunities. In addition, the
City should identify barriers to new business development and seek ways to
eliminate or minimize those barriers. The City should continue this effort by
asking existing business owners to identify barriers and opportunities though an
outreach survey.
Chapter 6 6-3
Economic Development Plan
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DRAFT-12/27/07
Identify Target Business Market
Based on the strengths and weaknesses identified for the City, the target
business market should be identified. Criteria should be established for desirable
businesses, including type of business, size of business, quality of business, type
of jobs, types of service. Separate parameters may be established for each
market sector including office, retail, industrial and medical.
So far, the EDA has discouraged the development of typical large, "big box,"
style retailers, but has encouraged the development of smaller neighborhood
style shopping centers. The EDA has encouraged and has been successful in
attracting manufacturing businesses that would create jobs that are desirable for
much of Hugo's population. The EDA has also recommended that the City
provide locations for many of the small home based businesses that are located
in some areas of rural Hugo. Such an area would allow for significant outdoor
storage of materials and lesser design standards to encourage the expansion of
small businesses within the City.
Guide Land Use for Target Business Market
The Land Use Plan Chapter identifies locations for future industrial, retail, and
office development. The land use plan should be used to guide new businesses
to suitable land for new business development. Land is identified within the land
use plan where businesses are likely to succeed with good access to
transportation, utilities, and proximity to the workforce. The City's website is
intended to become a resource for potential business owners who may wish to
locate on developed property. On the website, available commercial land in the
City will be listed, and through the listings, property owners may be contacted
about available space for sale or lease.
The City should provide areas for office and medical development that are
distinct from retail areas. Due to the City's support of life-cycle housing,
additional housing options are being provided for the senior population, which in
turn is creating a demand for additional medical development. In addition, much
of the new single-family residential development in the City is affordable only to
those earning higher incomes. Many of the professionals now living in the City
are creating a demand for professional office and service space. Identifying
specific areas for medical and office development will also preserve prime retail
space along high traffic corridors for retail development. The land use plan
includes a category for "business park" development that will be well suited for
office, medical, and light industrial uses along key transportation corridors.
Market the City
The City should market its strengths and opportunities to desirable businesses.
Simply making the information available to the business community is the first
Chapter 6 6-4
Economic Development Plan
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DRAFT-12/27/07
step. The City should begin preparing an annual economic report of activity
within the City. A new Economic Development page on the City's website should
provide helpful data such as demographic information, community
characteristics, information about the City's workforce, traffic counts, and listings
of available land or buildings. The information should be distributed whenever
possible.
The City should cooperate and share information with partners such as the Hugo
Business Association (HBA), the White Bear Area Chamber of Commerce, and
the state Department of Employment and Economic Development. The City
should continue to work with surrounding communities and with Washington
County to encourage the creation of an east metro economic development
strategy.
Establish Financial Incentives to Attract New Business Development
The City should evaluate all incentives available for use by the City. Policies
should be implemented for the use of incentives, including the use of the City's
Tax Increment Financing Policy.
The City should evaluate other costs associated with the development or
operation of businesses within Hugo. Costs should be compared to other cities
and the fee structures or other costs should be reformulated where possible to
remain competitive.
Ensure that Infrastructure is Provided to Meet Business Needs
It is important for the City to implement the improvements identified on the City's
infrastructure plans illustrated in Chapters 8, 9, 10 and 11 of this document. The
important transportation connections and sewer and water improvements that are
necessary to accommodate existing and future businesses have been taken into
account and are shown in this comprehensive plan.
The BNSF rail line serving the Bald Eagle Industrial Park is an important
transportation element for existing businesses located there. The rail line should
be maintained as long as the businesses rely on it.
The City should encourage the eventual conversion of the rail line along TH 61 to
a transit corridor that may accommodate both freight and passengers.
Provisions for transit will provide businesses with expanded access to the area's
workforce. Higher intensity mixed use development and retail development
should be encouraged along the transit corridor. The City will cooperate with the
Rush Line Corridor Task Force to implement recommended improvements along
the corridor.
Chapter 6 6-5
Economic Development Plan
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The transportation plan illustrates a future interchange at County Road 4 and I-
35E. The interchange is also identified on MnDOT's Inter-Regional Corridor Plan
for 1-35. The timing of the construction of this interchange is critical in
implementing the plans for business development in northern Hugo. The City
should continue to lobby for the accelerated construction of the interchange
though the 1-35 W/E Coalition.
The City will locate new commercial businesses where municipal utilities are
available. Urban services will be made available to the areas guided for
business development in accordance with the City's sewer and water plans.
The City will strive to ensure that telecommunications needs are met for new or
existing businesses. The City will evaluate how fiber optic lines or other
telecommunication technology can be extended and used in areas where
businesses are located or plan to locate.
Downtown Redevelopment
The City has adopted a redevelopment plan for downtown Hugo (Chapter 4).
The downtown plan strives to maintain the City's business core in downtown with
a traditional downtown urban format. For this to become possible,
redevelopment of structures in the downtown area must occur. The City has
purchased a number of properties in downtown along the east side of Highway
61. As additional properties become available by willing sellers in this area, the
City will pursue purchases of those properties. The existing structures will be
removed, and the properties will be redeveloped by the City as retail and office
space. Multiple other property owners in the downtown area have expressed
interest in redeveloping their properties in a manner consistent with the
downtown plan. In order to facilitate that development, the City has approved a
Tax Increment Financing District to help ensure that development is feasible in
the downtown area.
Gateways
The new development along County Road 8 has established a quality
atmosphere at the major western entrance to the City. The attractive
development there helps create a good first impression and serves to define the
image of City. The City will expend extra effort to establish gateways that exude
a similar image of quality at all major entrances to the City, including the northern
and southern limits of Highway 61, and the western limit of County Road 4.
Promote Quality among New Businesses
The City will establish and implement development standards for new business
development, including architectural guidelines for retail development, standards
requiring quality building materials, and guidance for the preparation of site plans
Chapter 6 6-6
Economic Development Plan
tH ugo
DRAFT-12/27/07
that promote good land planning principles. Proper use of guidelines will ensure
that the desired businesses locate in the appropriate areas.
Retain Existing Businesses
The City will continue to partner with the HBA to identify the needs of existing
businesses. The EDA and the HBA should strive to maintain a sound local
business climate that encourages businesses to remain. The City will establish
and maintain mutually beneficial relationships between business owners,
members of the HBA and EDA by establishing open communication. City staff
and EDA members will regularly contact existing businesses, make site visits,
and prepare and distribute specific literature or surveys for existing businesses.
Businesses that are considering moving or expanding will be identified and the
City will work to understand barriers that discourage business expansion, and
assist businesses in overcoming those barriers. Technical or financial
assistance, when warranted, in the interest of maintaining jobs and creating new
jobs will be provided. The City will identify successful business retention efforts
within other communities and interview any businesses who decide to leave the
City to understand their rationale for departing.
6.5 IMPLEMENTATION
The Economic Development Authority will implement this plan though its goal
setting process each year. It is recommended that the EDA develop a multi-year
action plan outlining specific tasks for each calendar year. The EDA will
recommend new policies, changes in zoning regulations, or other measures to
ensure the effective implementation of the plan.
Chapter 6 6-7
Economic Development Plan
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This page intentionally left blank.
Chapter 6 6-8
Economic Development Plan
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DRAFT-12/27/07
Economic Development Plan
The following implementation strategies will be used to carry out the Economic
Development Plan.
ECONOMIC DEVELOPMENT PLAN (CHAPTER 6)
IMPLEMENTATION STRATEGIES
No. Description Timing
1 Strategic Plan. Update long-term strategic plan for economic On-going
development within the City.
2 SWOT Analysis. Continue to identify strengths, weaknesses, On-going
opportunities and threats to business retention and development.
3 Survey Business Owners. Conduct an outreach survey to Short
business owners to identify barriers and opportunities.
4 Identify Target Business Market. Identify the desirable Short
businesses using the SWOT analysis and survey results.
5 Market Hugo. Prepare and implement a marketing plan to attract Short
and retain desirable businesses in Hugo. Collaborate with business
associations and neighboring communities on a regional strategy.
6 Incentives Policy. Create a policy for the use of financial Short
incentives within the City.
Parks, Trails and Open Space Plan
The following implementation strategies will be used to carry out the Parks, Trails and
Open Space Plan.
PARKS, TRAILS AND OPEN SPACE PLAN (CHAPTER 7)
IMPLEMENTATION STRATEGIES
No. Description Timing
1 Collaboration. Continue to work with other public, private and non-
profit groups and agencies to enhance the City's limited resources and Ongoing
enhance the programs and facilities available to residents.
2 Maintain the Parks and Trails System. Maintain the quality of the
existing park and trail system and fund the replacement of buildings, Ongoing
equipment and trails. Determine priorities and plan for short-term
funding needs through the annual review of the CIP.
3 Greenways. Establish Greenway Corridors in the City through
dedication of land as property develops or though land dedication by Ongoing
property owners.
4 Trails. Complete the trail corridors shown on the Trail Plan. Ongoing
5 Park Dedication Policy. Review the City park dedication policies and
ordinance to establish new park dedication requirement in compliance Short
with State Law to provide for the park needs of new development.
Chapter 13 13-5
Implementation Plan
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DRAFT-12/27/07
PARKS, TRAILS AND OPEN SPACE PLAN (CHAPTER 7)
IMPLEMENTATION STRATEGIES
No. Description Timing
6 Dog Park. Complete a study of dog park standards and identify
locations for a possible dog park. The City should work to acquire land Short
for use as a dog park.
7 Sunset Lake Access. Complete a study of the Sunset Lake park
parcels currently owned by the City and options for the planned park
on the lake. Establish which parcel will be used as the primary park Medium
land and research options for sale or alternative use of the other
parcel. The development of the park land may be development driven.
8 Downtown Park. Consider options for a new public park on Egg Lake
in Downtown Hugo. A park plan should be prepared and an Medium
implementation plan adopted.
9 Community Park. Consider possible locations for a community park
in northern Hugo. The acquisition and development of this park may Medium
be development driven.
10 Community Park. Prepare development options for an expanded
Lions Park community park in Downtown. This could include Medium
acquisition of additional land.
11 Trail Crossings. Plan for safe pedestrian crossings at key trail
intersections. These trail crossings may be at grade trails, overpasses Medium
or underpasses. Research possible funding sources grade-separated
trail crossings at Highway 61.
Transportation Plan
The following implementation strategies will be used to carry out the Transportation
Plan.
TRANSPORTATION PLAN (CHAPTER 8) IMPLEMENTATION
STRATEGIES
No. Description Timing
1 Highway 61 Improvements. Cooperate with the Met Council, MnDot Ongoing
and Washington County to fund and construct the following
improvements:
• Traffic control and intersection improvements at 147th Street
• Traffic control and intersection improvements at 130th Street
• Roadway, access, and intersection improvements between 140th
Street and 150th Street consistent with the Downtown
Transportation Plan
2 135 W/E Coalition. Continue to participate with the 1-35 W/E Coalition Ongoing
to advance transportation initiatives along the 1-35W and 1-35E
corridors, including reconstruction of the County Road 14 interchange
and future interchange at County Road 4.
Chapter 13 13-6
Implementation Plan
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IMPLEMENTING
BR &
LOCAL
BUSINESS RETENTION & EXPANSION
BUSINESS VISITATION PROGRAM
RETENTION
IS IT FOR
AND OUR COMMUNITY?
ExPkNSION
George Morse and Scott Loveridge
VISITATION
PROGRAMS
NERCRD
Publication
No. 72
ABOUT THESE MATERIALS ARE WE SPEAKING THE
This booklet is part of a set of materials on SAME LANGUAGE?
Implementing Local Business Retention and Expansion
Visitation Programs, which includes the following: As you read these booklets,you will run into three terms
frequently open to different interpretations. To avoid
confusion,we encourage you to use the following definitions
Brochures on BR&E Visitation Program for these terms:
Three versions of a brochure are included with these materi-
als. One gives a quick overview of the program. A second Community Economic Development is a sustained
brochure is identical to the first,but with an additional community effort to improve both the local economy and the
squality of life by building the area's capacity to adapt to
section explaining the roles of Task Force members. A third
brochure is identical to the first brochure,but with a special global economic changes.
section explaining how Volunteer Visitors participate.
BR&E includes all community economic development
efforts aimed at helping local businesses survive and grow
within the community.
Is It for Our Community?
This booklet gives a more detailed overview of the program. The BR&E Visitation Program is an action-oriented
process for learning about the concerns of local businesses
and setting priorities for BR&E projects to address these
Initiator's Manual for Starting New BR&E needs. These booklets focus on a BR&E Visitation approach
Visitation Programs that has been field tested in many states and subjected to two
The best people to organize a new BR&E Visitation major evaluation research projects.
Program in a community are already the busiest people in town.
While this program has tremendous benefits,it is also a lot of
work. To overcome this dilemma,this study guide suggests These booklets focus on the BR&E Visitation
efficient ways to use these materials to evaluate whether or not
the program is right for a community,and if so,how to program. The BR&E Visitation program helps
organize it effectively and efficiently. communities with their overall BR&E efforts --
a critical part of community economic
development. A glossary of additional terms
BR&E Visitation Video is found in Appendix A of the booklet Is It For
This three part video includes a case study of a successful BR&E Our Community?
Visitation Program,a segment which demonstrates how to visit
firms,and a segment on follow-up.
Using the Video to Introduce the
Program and Train Volunteers /AUTHORS
This booklet provides tips on ways to use the video segments
effectively.
Scott Loveridge is extension associate professor at West
Virginia University,Morgantown,West Virginia.
Local Leadership Team Manual
This booklet provides details for the local citizens who George Morse is professor and extension economist at the
organize a community's BR&E Visitation Program. University of Minnesota,St.Paul,Minnesota.
Visitation Coordinator Manual
This booklet gives a step-by-step guide for whoever takes
responsibility for organizing the visits to local firms.
Penn State Printing Services
250, 8 M 4197
BR & E
Listen to what local leaders have said about their Business Retention and
Expansion Visitation Programs:
"It gave us an opportunity and, more importantly, gave us a reason to work together in
Filmore County."
—Gary Peterson, Filmore County Commissioner
"People were aware that we knew that they were there, that they knew that we cared."
— John Caskey, Glenwood Economic Development Director
"It is a vehicle that people can get on to establish rapport with their businesses. "
—John Morris, Minnesota Extension Service:
"It created an awareness for business people in Pope County that was simply unknown
before this was attempted."
—Jim Johnson, Starbuck Chamber of Commerce
Is It for Our Community? -- 3
BR & E
4 -- Is It for Our Community?
BR & E
CONTENTS
Is a BR&E Visitation Program for You and Your Community? ........................................ 6
Why are Existing Businesses Important to Development? ............................................. 6
What is the BR&E Visitation Program? .......................................................................... 7
What are the BR&E Visitation Program Objectives and Process? ................................. 7
Objectives.................................................................................................................................................7
BR&E Visitation Process .........................................................................................................................8
Local Roles in the BR&E Visitation Program .................................................................. 9
OverallCoordinator's Role ......................................................................................................................9
LeadershipTeam's Role...........................................................................................................................9
TaskForce's Role.....................................................................................................................................9
VolunteerVisitors'Role ......................................................................................................................... 10
Visited Firm Operator's Role................................................................................................................. 11
Reasons Volunteers Participate .................................................................................... 11
How the BR&E Visitation Program Benefits Volunteers and Communities ................... 11
Benefitsto Volunteers ............................................................................................................................ 1 I
Benefits to Communities........................................................................................................................ 12
What are the Costs of a BR&E Visitation Program?...................................................... 13
Volunteer Time:Cost or Value?.............................................................................................................. 13
HowLong Does it Take?........................................................................................................................ 13
How Many Hours are Required Per Person? ......................................................................................... 14
Cost of Doing the Applied Research...................................................................................................... 14
Fees Charged to Communities ............................................................................................................... 14
OtherLocal Costs................................................................................................................................... 14
What Assistance is Provided by Universities, State Agencies, and Others? ................. 15
How Can I Learn More About This Program Before I Decide? ...................................... 15
VisitOther Towns................................................................................................................................... 15
SpeakerPhone........................................................................................................................................ 15
Contact a Certified BR&E Master Consultant....................................................................................... 15
Appendix A: Glossary of Terms in BR&E Visitation Programs....................................... 16
Research Cited and End Notes..................................................................................... 17
Is It for Our Community? -- 5
B R & E
.........
IS A BR&E VISITATION PROGRAM WHY ARE EXISTING BUSINESSES
FOR YOU AND YOUR IMPORTANT TO DEVELOPMENT?
COMMUNITY?'
Existing firms are an engine of economic growth. Some
If you are interested in encouraging economic development studies estimate the percentage of new jobs created by
in your community,this booklet is for you. Whether you are existing firms as high as 80/o,while the most conservative
a professional economic developer,a chamber of commerce estimates say 40%.Z When a community commits to
official or member,a local government official,an education "Forking with its existing firms,it commits to working with
official,or an interested citizen who wants to see your area a group of firms that are important to the future of the local
become more economically resilient,you will be interested economy,and to those who have already invested in the
in this approach to economic development. It's called the community.
Business Retention and Expansion Visitation(BR&E
Visitation)program. Many communities have pursued policies designed to attract
outside firms to move into the area. However,such a
This booklet will help you understand this local develop- strategy is not likely to be effective if existing businesses
ment strategy, its benefits and costs,and what you and are not happy with the local business climate. Sometimes
others need to do to have a successful local program. This communities that are successful at attracting new firms do
booklet will help you decide whether or not to adopt this not see much growth. While new firms come in the front
strategy,and,if you do,how to do it. This booklet and the door,their existing firms downsize or exit through the back
accompanying video can help you see the possibilities for door. Increasingly,communities are recognizing that it
your own community. The final results depend upon you makes sense to pay attention to the survival and growth of
and your community. their existing firms.
To help you decide if this approach fits your community,we
cover the following questions:
• Why are existing businesses important in local
economic development?
• What is the BR&E Visitation program?
• What are the BR&E Visitation objectives and
process?
• What roles do local citizens and leaders play in the
program?
• What are the benefits to a community and to the
volunteers in program?
• What are the costs of the program?
• What assistance is provided by universities,state
agencies,and others?
• How can you learn more about this program?
6 -- Is It for Our Community?
BR & E
WHAT.IS THE BR&E VISITATION WHAT ARE THE BR&E VISITATION
.PROGRAM? PROGRAM OBJECTIVES AND
PROCESS?
Business Retention and Expansion(often simply called
BR&E)includes all efforts to encourage the survival and Most local BR&E Visitation programs have the following
growth of a community's existing businesses. objectives and visitation process:
Examples of the hundreds of possibilities include: Qb1@CtIV@S
• Providing technical training for new employees.
• Providing management seminars for employers. Demonstrate to local businesses that the
• Helping firms identify local sources of input community appreciates their contribution to the
supplies and materials. local economy.
• Encouraging better labor/management relations. Help existing businesses solve problems.
• Reducing the cost and upgrading the quality of Assist businesses in using programs aimed at
local government services. helping them become more competitive.
• Establishing better school-workplace relations and Develop strategic plans for long-range business
fit. retention and expansion activities.
• Retaining youth in the community. Build community capacity to sustain growth and
development.
All of these examples help firms to become more productive
and thus more competitive. These ideas don't try to hold the
clock in place or to roll it back. Instead they help your local
firms stay ahead of their competitors in other communities.
A BR&E Visitation program is a planning process for
setting priorities for community sponsored Business
Retention and Expansion programs that best fit the needs of
local firms. A BR&E Visitation program recognizes that
few communities can do everything that they would like to
do to help their existing firms. Your community probably
does not have the funds nor the leadership time to do it all.
So—you have to decide what types of projects could do the
most for your local firms. Your priority projects depend on
the types of firms in your community,the competitive
pressures they are facing,the nature of your local public
services,the qualities of your labor force,and many other
factors.
Is It for Our Community? -- 7
BR & E
BR&E Visitation Process
Typically,there are four stages to the BR&E Visitation Process:
Stage 1: Stage 2: Stage 3: LCommencement
ge 4:
Firm Visits Immediate Follow-up Data Analysis and Meeting
Recommendations mentation
Figure 1: Flow diagram of the four typical stages in the BR&E Visitation Process.
Stage 1: Firm Visits
Activity Who Does/t
Organize Local Task Force Leadership Team/Consultant
Recruit Firm Visitors Task Force
Train Firm Visitors Leadership Team/Consultant
Visit Firms Volunteers and Task Force
Stage 2: Immediate Follow-up
Activity Who Does/t
Review surveys Task Force/Consultant
Assist Firms Task Force and Others
Stage 3: Data Analysis and Recommendations
Activity Who Does It
Computerize Survey Results University Faculty
Analyze Data University Faculty
Suggest Projects Development Experts and
University Faculty
Review Suggested Projects Task Force/Consultant
Adopt Projects to Implement Task Force
Review Outside Sources of Assistance Task Force and Outside Groups
Stage 4: Commencement Meeting and Implementation
Activity Who Does It
Share Results at Commencement Meeting Task Force
Implement Projects Task Force and Others
8 -- Is It for Our Community?
BR & E
AW-l"W ;:r
VIDEO SEGMENT Task Force's Role
If you would like a quick illustration of the steps in the The BR&E Visitation Task Force's main responsibilities are
BR&E Visitation process,view segment 1 of the video that to:
accompanies this set of booklets. That segment follows
Sibley County,Minnesota,through the steps listed above. Set the overall policies for the program(e.g.,
number of firms to visit,types of industries to
include,number of visits/team,etc.).
• Recruit sufficient volunteers to conduct program
LOCAL ROLES IN THE B R&E (each Task Force member usually recruits one or
VISITATION PROGRAMtwo Volunteer Visitors).
• Assist in securing written endorsements from local
organizations.
Overall Coordinator's Role Attend the firm visit orientation and visit at least
two to four firms each.
As with any successful program,someone has to be the Participate in two meetings to handle the
spark plug for it. The spark plug for the BR&E Visitation immediate concerns of local firms and to assist in
programs is the Overall Coordinator(or Chair of the the follow-up work.
Leadership Team). His/her formal duties include convening Review the research results and set priorities for
the Leadership Team and serving as meeting chair. long-term projects for BR&E(done in a four-hour
mini-retreat).
• Assist in planning the community commencement
Leadership Team's Role meeting.
• Assist,as appropriate,in the implementation of the
Three or four other local citizens need to share the projects.
leadership role with the Overall Coordinator:Media Attend quarterly progress reporting sessions for a
Coordinator,Visitation Coordinator,Business Resources year after adopting the priority projects.
Coordinator,and Milestone Meeting Coordinator.
The Media Coordinator helps to coordinate media coverage. Each Task Force member will need to contribute about
twenty hours prior to the community commencement
The Visitation Coordinator helps organize the Task Force meeting. This is spread over several months for less than
and Visitation Teams to prepare for the firm visits. one hour per week. Naturally,some Task Force members
will spend more time because they become very involved in
The Business Resources Coordinator helps organize the helping businesses with immediate concerns,but typically,
Team to respond to the firms'urgent and immediate this involvement is part of their"day job"responsibilities.
concerns. Each Task Force member's specific responsibilities for
ongoing implementation are arranged after the projects are
The Milestone Meeting Coordinator helps organize the Task identified.
Force retreat,the business resources meeting,and the
community commencement meeting. Diversity of Task Force Membership
As illustrated,your BR&E Visitation Task Force should
All members of the Leadership Team participate in all consist of five different groups of community leaders: (1)
stages,with each Coordinator serving as the quarterback at Business Leaders,(2) Development Professionals,(3)
different stages of the program. The publication Local Local Government Officials, (4) Education Officials,and
Leadership Team Manual gives more details on the roles (5) other key Community Leaders. Your Task Force needs
and responsibilities of the Leadership Team and the Overall this diversity because each of these leader categories can
Coordinator. contribute to the solution of local business development
problems. For example,business owners can help the Task
Force better understand the problems expressed in the
surveys. School officials have been able to help start
school/business partnerships and to reform educational
Is It for Our Community? -- 9
BR & E
programs to address business needs. Local elected officials Whom Should We Invite to be on the Task Force?
need to learn about concerns with public services. And
professional developers often have information on state and
federal programs that are needed by firms. A recent Business Leaders:
research project has shown that groups that have a broad- Chamber of Commerce Officers
based Task Force are more likely to implement their priority Bankers or other Financial Institution Members
projects than those that don't.' Local Utility Managers
If you live in a sparsely populated area,you may feel that Other Business Owners or Managers
you can't get everyone from all five groups. Experience has Representatives from other Development Groups
shown that almost every community can find someone in Development Professionals:
each of these roles. They may not live in your community, Chamber of Commerce Staff
but their territory includes your community. Invite them! Regional Utility Development Professionals
Regional Development Commission Staff
Eligibility for Task Force Staff from other Development Groups
What skills do you need to be an effective Task Force
member? Task Force members need to be recognized Local Government Officials:
community leaders because an influential group is needed at City Government Officials
various times during the process: County Commissioners or Officials
• When you need to handle the immediate concerns of Education Officials:
the firms. Superintendents of Elementary and Secondary Schools
• When projects are selected. Vocational School Superintendent(one covering school
• When projects are presented to the public. district area)
Community College Presidents
Beyond being a recognized community leader,Task Force Extension Service Agent
members who possess a basic understanding of the local
economy and work easily with others will be effective. Other Community Leaders:
Religious Leaders
Other Key Leaders
Volunteer Visitors' Role
Volunteer Visitors must attend a two-hour orientation.
During orientation,the Leadership Team will help the
volunteers identify their Visitation Team member and learn
how to interview firm managers or owners. They also will
be assigned the(two to four)firms they will visit. This
requires between six to eight hours of total time. These
visits are usually done within a two-to four-week period.
In previous programs,Volunteer Visitors have represented a
cross-section of professions and organizations. In addition
to business persons and economic development
professionals—ministers,plumbers,and school superinten-
dents have been Volunteer Visitors. Despite this variety,all
volunteers should be enthusiastic about the program,
influential in the community,and must understand the
confidentiality of the information they will be gathering.
10 -- Is It for Our Community?
BR & E
Local influential leaders who are active in the community HOW THE BR&E VISITATION
are usually the best volunteers because they recognize the PROGRAM BENEFITS
importance of helping to improve the community's economy
andwell-being. VOLUNTEERS AND COMMUNITIES
Volunteer Visitors should include people from both the Benefits to Volunteers
public and private sectors. Volunteers such as chamber
of commerce executives are important to the program Citizens and local leaders who have worked with the BR&E
because they have the resources,contacts,and leverage Visitation program cite the following reasons why they have
to address many of the concerns that industry reveals been active participants:'
during the visits. And when your roster of volunteers
also includes business owners and executives from the BR&E Visits arefun
private sector,the program is more legitimate from
industry's point of view. The program is perceived as We guarantee you will have fun! Everybody says,
more of a community effort rather than a"chamber," "This is fun"after completing their first firm visit.
"council,"or"city"effort; in some communities,these You'll enjoy socializing with other key community
labels could damage the credibility of the program. leaders and participating in important community
decisions.
Visited Firm Operator's Role BR&E Visitation Program builds networks
Typically between thirty and one hundred firms are visited. You can build networks with other local businesses and
Generally,Volunteer Visitors are instructed to interview the leaders,and with regional and state economic
firm owner or operator,but if this person will be unavailable development professionals. These contacts can often
for a long period of time,then volunteers are instructed to help your business or future development efforts.
interview the highest management official possible.
• BR&E Visitation Program is a learning experience
REASONS VOLUNTEERS You will learn about your local economy's strengths
PARTICIPATE and weaknesses from the perspective of local
businesses and gain insights on how your community is
likely to develop in the future. You will learn about
Many volunteers participate because they care about the new options for working with existing firms and ways
economic development of their community. Some volun- you can shape your community's destiny.
teers(public officials,extension agents,development
department representatives)participate because the program BR&E Visitation Program brings the community
is essentially an extension of their current job. Some together
volunteers participate because they want to learn more about
local industry,while others(new residents)participate In many communities,citizens and local leaders are
because they want to learn more about their community in thinking about their future,but they're not working
general. Still others(public officials,new residents, together to have an impact on the future. The BR&E
business owners and mangers)participate because they want Visitation program can bring your community together
to meet new people and develop more personal and profes- Business persons,local government officials, education
sional relationships,while others(retirees,housewives) officials,professional developers and interested citizens
participate because they want to become more active in their all work together for the benefit of existing local
community. And still others participate because of peer businesses and their community.
pressure. These are just some of the reasons that volunteers
have been motivated to participate in previous programs.
Is It for Our Community? -- I I
BR & E
• BR&E Visitation Program is do-able, and it a BR&E visit that the firm might be forced to close due
gets results to a fire code problem. The BR&E Visitation program
contacted the St.Paul Port Authority who worked with
Citizens just like you and your neighbors have done this the firm and the fire department to develop a solution,
program in all sizes and types of communities. saving 124 jobs. In reviewing the survey results,Task
Excellent BR&E Visitation programs have been Force members in Harrisvi Ile,West Virginia, learned
completed in rural,suburban,and urban areas and are that local firms were losing business and missing
getting results. Naturally,it's more rewarding to work shipments because the road into town was poorly
on projects that are both feasible and achieve results. marked. The Task Force worked with state government
to correct the problem.
• BR&E Visitation Program demonstrates that"we
care about business" Help Firms Become More Competitive
Just visiting firms demonstrates that your community Profits are essential for the retention and expansion of
cares about its local businesses and appreciates their firms. For a firm to survive,it must make a profit—at
economic contributions to the area. It's surprising how least over the long run. If your local firms can make
many business leaders feel unappreciated and have not more profit in your community than in others,you
been personally told that the community values them. won't have any trouble retaining them. Since profits
increase with higher prices per unit and lower costs per
• BR&E Visitation Program is low risk,but only if done unit,other things being equal,BR&E programs that
correctly help firms reduce costs or increase values add to the
firms'competitiveness. For example,when the Becker
If you follow the guidelines in these manuals,the Otter Tail Dairy BR&E project in Minnesota found
BR&E Visitation program is safe. As a local leader financing was a bottleneck for expansion of many local
said,"How can you possibly lose?" dairy farmers,the Task Force set up a dairy financing
conference,which attracted ninety local bankers.
Already,over$3 million in new dairy facilities are in
Benefits to Communities development. In Taylor County,West Virginia,the
local BR&E Visitation Task Force found that workers
• Improved Public Relations with Existing Firms lacked math skills,so they worked to establish a
business and education partnership. This resulted in the
Most BR&E Visitation programs send two community development of a new program,which provides math
leaders to visit each firm;this results in improved training to workers. To give incentives to workers,a
public relations with them. Research has shown that local greenhouse gave raises to workers who completed
demonstrating a pro-business attitude was rated as one the math program. With their new math skills,workers
of the greatest benefits of the program.' Many firm make fewer mistakes when they mix chemicals,which
owners have said: "This is the first time anyone has saves the company money,and underscores concern for
come to visit us and really listen to our opinion." environmental issues.
• Help Firms Solve Problems De.elop Action-Based Strategic Plans for BR&E
Visitation
Often firms have concerns that require immediate
attention. The BR&E Visitation approach outlined in Few communities can tackle all of the BR&E projects
these booklets is an effective means of quickly that could benefit local firms. The BR&E Visitation
addressing many of these concerns. For example,the process outlined here helps the Task Force use the data
Portage County,Ohio,BR&E Visitation program to reach a consensus on high priority projects. A recent
provided business incentive information to twenty-two study found that one hundred percent of the most
of the sixty-nine firms visited in 1994. Four of these successful BR&E Visitation programs had written
firms are planning investments of over$20 million and action-based strategic plans.' For example,the
the addition of 117 jobs. Anaconda,Montana,BR&E Visitation program
developed an action-based strategic plan,which
In St.Paul,Minnesota,a firm owner mentioned during resulted in the following projects:
12 -- Is It for Our Community?
BR & E
,er o � ,�-,-a&k
1. The development of a Jack Nicklaus golf course focusing on industrial attraction operate on a
where an ugly hazardous waste site had been countywide basis,most BR&E Visitation programs do.
located at the entrance to the community. This enables communities of varying sizes to pool their
2. The retention of a state hospital,saving five resources to help their existing firms compete.
hundred jobs.
3. The development of business start-up educational
programs that resulted in forming eleven new WHAT ARE THE COSTS OF
businesses and expanding seventeen home-based A BR&E VISITATION PROGRAM?
businesses.'
• Build Community Capacity for BR&E So much for the benefits, what are the costs of doing a
BR&E Visitation program? Let's take a look at these.
The most important long-term benefit of this action- Compared with many economic development programs,the
based approach to BR&E Visitation is that it builds the BR&E Visitation Program is an extremely low-cost option.
capacity of the community to do BR&E. Four
important aspects of this improved capacity are: Volunteer Time: COSI or Value?
1. Stronger collaboration between local development If you have a home flower garden and enjoy working in it
agencies,local governments,citizens,educators, yourself,how do you estimate the cost of your time? Do
and local businesses. you simply take your average hourly wage times the hours
2. A better understanding by local leaders of the you work? Or,since you are having fun, do you assume
strengths and weaknesses of their community's your time is either free or that you would need to charge
local business climate. yourself an entertainment fee? It's not clear cut,is it?
3. Better communication among businesses and
leaders. We run into the same problem when estimating the cost of
4. Better linkages to state and federal development volunteer time for the BR&E Visitation program. Because
assistance. most people consider it fun to visit firms,it might be
incorrect to estimate the value of their time as a cost. If you
A study of an Ohio BR&E Visitation program found do count this time as a cost,citizens and local leaders
stronger collaboration among a wide variety of local collectively contribute about$25,000 in time to an average
leaders—due largely to the process used by the Task BR&E Visitation program.
Force to deal with immediate individual concerns10(for
more information see The Local Leadership Team
Manual p.9). If you want to attract new firms,you How Long Does It Take?
must understand your community's strengths and
weaknesses—from the perspective of the business A BR&E Visitation program takes two to three years to
world. No group is in a better position to tell you what complete. Organizing the local Leadership Team usually
these are than your existing firms. Prospective firms takes one to two months. The firm visits and action-based
considering your area as a location will send a team to strategic planning efforts take from four to nine months.
visit them. The rest of the time is devoted to implementing the plans.
Local economic development takes time and effort. It
You will have more success in attracting new firms if would be a mistake to recruit the Leadership Team and Task
you talk with your local firms first and understand your Force members on the promise that the program commit-
community's strengths and weaknesses. For example, ments would be completed in six months. That promise
Fayette County,Ohio,had a long-standing reputation as would forecast a program that develops a strategic plan that
having a poor labor climate as a result of strikes over sits on the shelf and never gets implemented.
twenty years earlier. However,the BR&E Visitation
survey found that labor/management relations at the
time of the survey were very good. The local Task
Force used this information to successfully market their
community to several new industrial prospects."
Although very few economic development programs
Is It for Our Community? -- 13
BR & E
� lr
How Many Hours Are Required Per Person?
Naturally,this varies considerably with the community,its problems,and the local leaders,but on average,the most time is
spent by the Leadership Team, followed by the Task Force,and then the Volunteer Visitors. All three groups typically visit
firms. In addition,the Task Force meets to set policy and to consider the survey results and future actions. Often, the
Leadership Team convenes between Task Force meetings to set the stage for effective Task Force meetings.
Table 1: * Summary of Estimated Time Commitments of BR&E Visitation Participants
Participants Number During Visits and During
Participants Planning Phase Implementation
per Program (4 to 9 months) Phase (1 to 2 years)
Local Citizens & Leaders Total Hours Per Person
Overall Coordinator 1 70 40
Other Leadership Team Members 3-4 45 30
Task Force Members 25-30 20 20
Volunteer Visitors 25-30 10-20 0
Firm Owner/Operators 30-100 1 0
Technical Assistants
BR&E Consultants 12 1 100 30
Computer Technician 1 24-45 0
Report Writer 1 100 0
Professional Review Team 15 5 0
* Includes time spent in meetings. Time spent on implementing projects varies considerably based on priorities identified
and individual skills.
Cost of Doing the Applied Research You'll need to check with your state's sponsoring agency to
determine the fees in your area.
On the research side,estimating the costs are easier. There
are costs for entering the data,doing the computer work,
analyzing the results and writing the reports,printing the Other Local Costs
reports,and traveling to the community to present the
results. Together with the time and travel of the BR&E In addition to program fees,you need to plan for expenses
Consultants,these average about S 15,000 per program. associated with mailings and meeting expenses. Plan on
postage and photocopy expenses of about ten dollars per
firm targeted for a visit. Effective volunteer participation
Fees Charged to Communities also requires mailing of meeting notices. Volunteer partici-
pation is usually enhanced if a small amount of money is
The fees range from zero to S 15,000 per program. The available for light refreshments at meetings. Recruiting a
difference between the costs and fees is paid from a variety strong Local Leadership Team is critical to obtaining
of public and private agencies depending on the state. sufficient financial support for an effective program.
14 -- Is It for Our Community?
BR & E
WHAT ASSISTANCE IS PROVIDED HOW CAN I LEARN MORE ABOUT
BY UNIVERSITIES, STATE THIS PROGRAM BEFORE I
AGENCIES, AND OTHERS? DECIDE?
One hundred percent of the most successful BR&E Visita- Visit Other Towns
tion Programs have written reports." The written research
report is important because it summarizes the data from Your best bet is to talk with local leaders in a community
your surveys and presents it in a strategic problem-solving that has done the program. If you have the time and funds
framework. In addition,the report(or a written summary) available,travel to one of these communities to visit with
should show which projects your group considered and their Leadership Team and members of their Task Force.
which were adopted as priorities. The report should list the
problems(as reported by firms visited),the solutions(as
developed by the Task Force and others),and commitments Speaker Phone
to act(i.e.,the names of persons on your Task Force who
agree to help with specific projects). If you don't have either time or funds available,however,an
excellent alternative is to watch the video that comes with
Is it better to have an outside researcher write the report or these materials and then interview one or more local leaders
to have a local person do it? It is not necessary to have an from another program by using a speaker phone. (Note:
outside researcher write the report,but there are several We've had excellent results with this method of contacting
advantages if you do: leaders in other towns. There are tips on how to make this
work in the booklet: Using the Video to Introduce the
• Objectivity on causes of local problems. program and Train Volunteers.) For names and phone
• New perspectives on potential solutions.
Access to a range of expert opinions and resources. numbers of persons to call,contact your state BR&E
• sponsor or check the BREI web page:(http://www.brei.org).
• Professionalism in the content and presentation of
the report.
Many states have a state level organization that analyzes the Contact a Certified BR&E Master
data and prepares the research reports. In some states this is Consultant
done by faculty at a University,often those working with the
Cooperative Extension Service. In other states,the Depart- Other excellent sources of information are Certified BR&E
ment of Development or a utility company handles this. Master Consultants. These individuals have received
Check with your state development agency,your local specialized training on the process of organizing a BR&E
development professionals, or your county extension office Visitation by Business Retention and Expansion Interna-
for information on who does this in your state. Alterna- tional. They not only have received specialized training but
tively,you can obtain a list of researchers from the Business are also backed by a national mentoring system. These
Retention and Expansion International Web Page consultants provide assistance to local groups wishing to
(http://www.brei.org). start BR&E Visitation programs and often do this at no
charge as part of their current employment.
Is It for Our Community? -- 15
BR & E
APPENDIX A: GLOSSARY OF Media Coordinator
TERMS IN BR&E VISITATION Person who coordinates media coverage for the
PROGRAMS program and coaches the Leadership Team in working
with the media.
The terms used in BR&E Visitation Programs evolve and Milestone Meeting Coordinator
change over time as we learn more about what works and
what doesn't. Here are some common terms used in these Person who coordinates the major meetings(retreat,
booklets and their synonyms used in earlier handbooks or implementation resources,and commencement).
publications. Synonymous term(used in other publications):
Retreat and Meeting Coordinator.
BR&E Commencement Meeting Red Flag Issues
Meeting at which the community learns about the Urgent situations in a firm that require immediate
priorities set by the Task Force,and starts on the attention.
implementation phase. Synonymous term: short-run,urgent problems
BR&E Retreat Visitation Coordinator
Four hour meeting of Task Force to set priorities for Person who quarterbacks the Leadership Team until the
future BR&E projects. firm visits are done.
BR&E Visitation Program Synonymous term: Coordinator.
Name of the entire process outlined in these manuals.
Synonymous terms(used in other publications):
BR&E Programs or R&E Programs. These terms
really refer to a much broader set of programs than the
BR&E Visitation Program. But many BR&E
professionals use these synonyms anyway. It always
pays to clarify this.
Business Resources Coordinator
Person who quarterbacks the Leadership and Task
Force on responding to the immediate concerns of
the firms. Synonymous terms(used in other
publications): Red Flag Consultant or simply
BR&E Consultant.
Certified BR&E Master Consultants
Persons who coach community leaders on how to
implement local BR&E Visitation
Programs. Synonymous term used in other
publications:State BR&E Staff.
Implementation Resources Meeting
Meeting of outside agencies or groups to see how their
programs are related to BR&E projects and to explore
the potential for collaboration.
16 -- Is It for Our Community?
BR & E
own
RESEARCH CITED AND END NOTES
'This booklet complements Chapter 11 of Morse,George W., 1996,BREI Consultant's Guidebook.Course for the Certifi-
cation of BR&E Master Consultants,Department of Applied Economics,University of Minnesota.
'Kraybill,David S., 1995,"Retention and Expansion First," Ohio's Challenge. Department of Agricultural Economics, Ohio
State University,Columbus,OH. Vo1.8,Issue 2,pp.4-7.
'This coordinator is called the"Red Flag Coordinator"in the Consultant's Guidebook.
'Allanach,Christopher B., 1995,"The Market for and Impacts of Business Retention and Expansion Programs,"MS Thesis,
Department of Applied Economics,University of Minnesota.
Morse,George W.,and Inhyuck Ha, 1995,"How Successful are BR&E Implementation Efforts?A Four State Example;'
Department ofApplied Economics,University of Minnesota Staff Paper P95-13.
'McLaughlin,Robert T., 1990,"Making Connections through R&E:An Educator's Case Study,"in G.Morse(ed.) The
Retention and Expansion of Existing Businesses. Iowa State University Press,pp. 166-182.
6 McLaughlin,op. cit.,pp. 172. While this is a quote of a local leader,the authors have seen a number of programs which had
problems. There are risks,especially if the basic principles are not followed.
'Smith,Thomas R.,George W.Morse,and Linda M.Lobao, 1992,"Measuring Impacts of Business Retention and Expansion
Visitation Programs,"Journal of Community Development Society, Vol.23, No. 1,pp. 127-128.
s Loveridge,Scott and Thomas R.Smith, 1992,"Factors Related to Success in Business Retention and Expansion Programs,"
Journal of Community Development Society,Vol.23,No.2,pp.73-74.
'Morse,George, 1993,"Retaining and Expanding Local Businesses: Strategies to Build Successful Programs"in Building
Your Community's Future Satellite Programs on Community Economic Development. Illinois Institute for Rural Affairs,
Western Illinois University,pp.21-25.
10McLaughlin,op.cit.,pp. 176-180.
1' Morse,George W.,Robert McLaughlin,and Ellen Hagey, 1990, "Success Stories in R&E Business Visitation Programs,"in
G.Morse(ed.)The Retention and Expansion of Existing Businesses. Iowa State University Press,pp. 137.
12 This estimate assumes the BR&E Consultants provide the assistance outlined in the booklet:Initiator's Manual for Starting
New BR&E Visitation Programs. If the Consultant also plays the role of the Local Coordinator,the time will be the sum of
the various roles.
"Loveridge and Smith,op. cit.,pp. 73-74.
Is It for Our Community? -- 17
�T .
BRVer E
18 - Is It for Our Community?
ACKNOWLEDGMENTS Schneider,Emerson Shimp,Ken Simeral,Jack Sommers,
John Ulmer,Ray Wells,Merlin Wentworth,Evelyn Worthy,
Barbara Wurzel,Russell Youmans, and Bob Zetty.
The ideas and experiences that shaped this set of materials
came primarily from the authors'work with communities in Several organizations provided financial support for the
Minnesota,Ohio and West Virginia. This grassroots development of the concepts in this series,the research that
experience was supplemented with three major research helped to test these ideas,or workshops to disseminate the
projects in the states of Indiana,Minnesota,Missouri, information: North Central Regional Center for Rural
Nebraska,North Dakota,Ohio,and Wisconsin. Colleagues Development,Western Rural Development Center,Northeast
in these earlier research efforts included: Thomas R.Smith, Regional Center for Rural Development,Southern Rural
Duane Olson,Leroy Hushak,Ray Lenzi,Inhyuck Ha, Development Center,The Ohio Cooperative Extension
Christopher Allanach,Daniel Otto,James P.Miller,Ellen Service,Minnesota Cooperative Extension Service,West
Hagey,John D.Rohrer,William Gillis,Robert McLaughlin, Virginia University Extension Service,The Aspen Institute
and Marion Bentley. for Humanistic Studies,USDA Extension Service,and Farm
Foundation.
Pioneers in BR&E who taught us include Sam Crawford,
Rudy Schnabel,Howard Wise,Dale Hileman,Paul Several individuals from the Northeast Regional Center for
Clappsaddle,Dan Ellerbrock,Michael Jay,Bill Rural Development helped us to produce the actual booklets
Grunkemeyer,Emerson Shimp,Roland Patzer,Mary Lee that make up Implementing Local Business Retention and
Gecowets,John Dete,and Eric Norland. Expansion Visitation Programs. Daryl Heasley and Eileen
Zuber provided encouragement and endless technical editing,
The officers of Business Retention and Expansion Intema- while Mark Preston and Steve Nelson completed design and
tional contributed both ideas and resources for this project. layout work. Ken Pigg also assisted while acting as Director
In particular we wish to thank: Ursula Boatright,Arthur for the Northeast Center(1995).
Brown, Judy Finley,Leroy Hushak,Thomas Ilvento,Joe
Imorde,J.Robert Kelchner,Ray Lenzi,Stephen E.Miller,
Duane Olsen,Jeffrey Taylor,Kathleen Tweeten,Karen Van AUTHORS
Winkle,and Rudy Schnabel. Numerous development
professionals,educators,and community leaders have
contributed ideas that have strengthened this program. We Scott Loveridge directs the BR&E Visitation Program in
thank the following people with whom we have worked West Virginia. Over the past six years,he has done exten-
directly(names of people we trained as Certified BREI sive evaluation research on the impacts of BR&E Visitation
Consultants are italicized): Programs. The findings from this research have lead to a
number of changes in the approaches used by BR&E
Mark Abbott,David Amstutz,Dennis Baker,Lorrie Ballard, professionals and community leaders. He is extension
Steve Bartels,Millie Bessey, James Boerke,Joel Boykin, associate professor,Division of Community and Economic
Margaret Braaten,Ken Brinson, Paul Clappsaddle,Daryl Development,West Virginia University Extension Service,
Clark,Linda Clark, Garland Curtis,Dave Cooke, Sheila Morgantown,West Virginia.
Craig,Sam Crawford,Dan Evers,Judy Davis,Lee Dorsey,
Susan Engelmann, Rodney Elmstrand,Daniel Erkkila, Bob George Morse has worked with BR&E Visitation Pro-
Fawcett,Judy Finley, Joyce Fittro,Karl Foord, Donna Ford, grams for 12 years,helping many localities implement the
Michael Foulds, Doug Graver, Venessa Gray,Lee Gross, program. From 1985 to 1989,Morse served as the director
Laura Grove,Rick Grove,Bill Grunkemeyer,Kent of Ohio's BR&E Program and from 1990 to 1995 he directed
Gustafson,Alison Hanham,Robin Hanna, Wayne Hansen, Minnesota's BR&E Strategies Program and is professor and
Michael Hensely,Dale Hileman,Renee Hink, John Hixson, extension economist at the University of Minnesota.He has
Mike Hogan,Tom Hopkins,S.Henry Huerkamp, Jay written a number of popular and academic articles on BR&E
Jacquet,Michael Jay,Earl Joy,Ben Kenney,Robert and developed the certification course used by Business
Kelchner, Donald Kimmet,Robert Koehler, Keith Kopischke, Retention and Expansion International(BREI). He was a
Kurt Kuffner,Ken Lafontaine,Herbert Lane,Pat Landi,Neal founding member of BREI and served on their board of
Leimbach,Kenneth Lengieza,Nancy Lenhart,Mike Lloyd, directors.
Patricia Love, Gerald Mahan, G.Duane Miller,Larry
Morehead,Jack Morris,Nancy Nelson,Leone Ohnoutka, Both authors appreciate the suggestions of community
Kimberly Olson,Dorothy Rosemeier,Rich Senopole, Ray leaders,development professionals,and extension educators
Schindler,Mary Ann Shatto, John Smith,Len Smith,Rick on effective means of doing BR&E Visitation Programs.
Smith,Steve Smith,Toni Smith,Mark Sorensen,Roger The strength of the BR&E Visitation program process
Steinberg Thomas Suter,Elizabeth Templin, Eric Thompson, outlined in these booklets stems from combining these
Karen Tommeraasen,John Watkins,Joy Wright,Harold practical tips with the lessons from the evaluation research.
BUSINESS RETENTION AND EXPANSION VISITATION PROGRAM
For More Information Contact:
BR&E International
http://www.brei.org
George Morse
Department of Applied Economics
University of Minnesota
1994 Buford Ave.
St. Paul, MN 55108-6040
e-mail: gmorse@dept.agecon.umn.edu
Scott Loveridge
West Virginia University Extension Service
404 Knapp Hall, P.O. Box 6031
Morgantown, WV 26506-6031
e-mail: LOVRIDG@wvnvms.wvnet.edu
Western Rural Development Center Northeast Regional Center for
Oregon State University r, Rural Development
Ballard Extension Hall 307 °° 7 Armsby Building
Corvallis, OR 97331-3607 Q AA® The Pennsylvania State University
j;
(503) 737-3621 �"�Go ®® University Park,PA 16802
(814) 863-4656
North Central Regional Center Programs of the
for Rural Development regional rural Southern Rural Development Center
317 East Hall development Box 9656- 6 Montgomery Drive
Iowa State University centers are Mississippi State University
Ames,IA 50011-1070 available equally Mississippi State,MS 39762-9656
(515) 294-8321 to all people. (601) 325-3207
EDA Goals For 2007
1. Hugo Business Association involvement as an active partner
2. Develop marketing and promotional strategy for Hugo and the EDA
• Create a list of businesses in Hugo
• Develop retention and attraction goals
3. Continue performing site visits with existing businesses in the City
4. Establish a Tax Increment Financing (TIF) District
• Create TIF policy
• Create TIF application
• Continue working on downtown redevelopment
5. Identify a location for another industrial park
• Northern gateway
• Future development in northern Hugo
tyof 2007 ��� i O� O�"" City of
y ir-cui
go Hugo
Description of Goal Target Date
for Completion
1. Focus on Economic Development
a) Continued membership and active involvement in the HBA a) Ongoing
b) Develop marketing and promotional strategy for Hugo and b) September, 2007
the EDA, utilizing continued visits with existing businesses
in the City of Hugo
c) Promotion and establishment of TIF district c) April, 2007
d) Begin master-planning Northern Gateway d) Begin in April -
• Industrial Park complete in 2008
• Infrastructure demand assessment
2. Transportation Planning
a) Traffic Signals a) November 1, 2007
b) CSAH 14/1-35 Interchange b) Ongoing
c) Street Reconstruction Implementation c) December 1, 2007
3. Public Safety Goals
a) Review police protection services a) December 1, 2007
b) Cooperative Agreement for BLS Ambulance Service b) November 1, 2007
c) Fire Marshall Safety Report c) June 1, 2007
4. Multiple Parks Projects
a) Finalize Oak Shore Park Plan; prepare for 2007/2008 a) July, 2007
construction
b) Form Implementation Committee for Rice Lake Park b) March, 2007
Soccer Complex
c) Ongoing evaluation of opportunities for parkland acquisition c) Ongoing
(I.e., Ball field Complex)
d) Ongoing recreational programming d) Ongoing
5. Comprehensive Plan Update
a) Update City Transportation Plan a) Spring 2008
b) Update Parks Master Plan b) Spring 2008
c) Update City Utilities c) Spring 2008
6. Rice Lake Management Plan August 1, 2007
7. Recodification of City Code August 1, 2007
a) Rural Preservation Ordinance a) April, 2007
b) Nuisance Ordinance b) July, 2007
c) Sign Ordinance c) December, 2007
d) Board of Zoning d) April, 2007
S. Historical Commission Projects
a) Regional Host for Historical Commissions a) February 20, 2007
b) Continue verbal and written collection of history b) Ongoing
c) Hugo Good Neighbor Days Display c) June, 2007
2007 Ongoing Thonties
Description of Priority Level
1.
1-35 W/E Coalition — CSAH 14 & 1-35E
Interchange
2.
City-wide Bus Tour for Council,
Commissions, and Staff
3.
Maintain Quality Staff
4.
Council Working Together as a Team
S.
Stable Tax Base
6.
Housing Diversification and Mix — Lifecycle
Housing
7.
800 MHZ Communication System with
Washington County
8.