JANUARY 8-9, 2013 BY DON IANNONE SOURCING OFFICE BUTLER COUNTY INTEGRATED DEVELOPMENT BUDGET PROJECT

IDB PROJECT WORK STEPS 1.Develop a pilot IDB for Butler County stakeholders. 2.Test IDB on five (5) major Butler County development projects. 3.Review project testing results and gain stakeholder feedback. 4.Prepare strategy with stakeholders for implementing the IDB approach in Butler County. 5.Assess pros and cons of IDB approach and determine feasibility. 6.Share results with Butler County stakeholders, State of Ohio, and other interested parties (including County Commissioners Association of Ohio [CCAO]). 7.Prepare final project report and deliver to Butler County stakeholders and State of Ohio LGIF. 2

PROJECT PHASES AND TIMELINE I. Organizational Phase Timeline: November-December 2012 Monthly visits II. Research & Feasibility Assessment Phase Timeline: January-April 2013 Visits and web conferences III. Conclusions, Recommendations, Communication, Implementation Timeline: May-August 2013 Visits and web conferences 3

INTEGRATED DEVELOPMENT BUDGET: MAJOR ELEMENTS 1. ECD Operating Funds 2. ECD Incentives 3. ECD Related Infrastructure and Technology 4 ECD = Economic and Community Development

ECD OPERATING FUNDS 5 Both private and public funds All public funds County Government Port Authority Other Butler County ECD Entities (Chambers, community foundations, private nonprofit development organizations, workforce agencies, foundations Cities, Villages, Townships

ECD INCENTIVES Grants Loans Tax abatements and credits Grants Loans Tax abatements and credits JEDDs TIFFs New Community Authority Special assessments Grants Loans TID funds Tax exemptions Special assessments Grants Loans Tax abatements and credits New Community Authority Special assessments County Government Port Authority Workforce Organizations, and State and Federal Governments Cities, Villages, Townships 6

ECD INFRASTRUCTURE Physical Technology Physical Technology Physical Technology Physical Technology County Government Port Authority State and Federal Governments, JEDDs and Other (Developer paid infrastructure Cities, Villages, Townships 7

ECD SPENDING: RETURN ON INVESTMENT, COST SAVINGS, IMPACT 8 Return on Investment and Impact Tomorrow (Future Metrics) Today (Current Metrics)

FUTURE POLICY AND STRATEGY SHIFTS Economic asset management perspective Integrated view of overall economic base Positive-sum and interconnected view of ECD Strategies enhancing overall/underlying competitiveness Higher level of collaboration and joint investment Focus on quality Focus on increasing return on investment Focus on cost-savings and future use of those savings Fiscal impact of development (costs and benefits and net impact in short and longer terms) New criteria guiding development efforts and budgets Adoption of policies and strategies that create the greatest benefit 9

TOP IDB FOCUS AREAS FROM MEETING Strong Interest by Group: Transportation Improvement District (TID) projects and other physical infrastructure to support development. Technology (fiber/broadband). Workforce development investments (all types) Land bank (perhaps) Good Interest in by Group in Improving ROI on Existing ECD programs: By all entities (County, Port, cities, villages, townships, workforce agencies, higher education workforce initiatives, use of state and Federal funds, community foundation dollars, others) Limited to No Support: New shared funding pools (Unless the objections and problems can be overcome) 10

OTHER KEY IDEAS FROM MEETING Integrated development budget – move to integrated development services. Expand group to include others Begin data collection (web survey): Update today Metrics discussion Balancing project-by-project collaboration with more systemic collaboration. Demonstrate economic interdependence of communities in the county and the county and port with communities. Cost-benefit analysis (quantitative and qualitative variables and tangibles and intangibles). Learn from others’ success. Future funding for Butler County (LGIF, foundations, other sources) 11