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HomeMy WebLinkAboutPACKET Town Board Study Session 2024-01-09 January 9, 2024 5:00 p.m. — 6:45 p.m. Board Room EPTOWN BOARD 4:45 p.m. Dinner STUDY SESSION AGENDA ACCESSING MEETING TRANSLATIONS (Accediendo a las Traducciones de la Reunion) y, rn To access written translation during the meeting, please scan the QR Code or click �•• this link for up to 48 other languages (Para acceder a la traduccion durante la flu reunion, par favor escanee el codigo QR o haga clic en el enlace para hasta 48 .r idiomas mas): Cot 1. " r https://attend.wordly.ai/join/FLUL-1105 •. '.• Choose Language and Click Attend(Seleccione su lenguaje y haga clic en asistir) Use a headset on your phone for audio or read the transcript can assist those having difficulty hearing (Use un auricular en su telefono para audio o lea la transcripcion puede ayudar a aquellos que tienen dificultades para escuchar). No public comment will be heard This study session will be streamed live and available on the Town YouTube page at www.estes.org/videos 5:00 p.m. Racial Covenants Research and Ordinance. (Town Attorney Kramer) 5:15 p.m. Noise Ordinance. (Town Administrator Machalek) 5:45 p.m. Economic Development Funding Policy 671. (Town Administrator Machalek) 6:15 p.m. HR Strategic Plan and Organizational Culture Update. (Director Williamson & Manager Lizotte) 6:35 p.m. Trustee & Administrator Comments & Questions. 6:40 p.m. Future Study Session Agenda Items. (Board Discussion) 6:45 p.m. Adjourn for Town Board Meeting. Informal discussion among Trustees concerning agenda items or other Town matters may occur before this meeting at approximately 4:30 p.m. 1 1 1� TOWN BOARD STUDY SESSION January 9, 2024 Racial Covenants Research and Ordinance. No packet material was provided for this item. 3 1 1� A IP TOWN OF ESTES PARIc, Report TOWN ADMINISTRATOR'S OFFICE To: Honorable Mayor Koenig Board of Trustees From: Town Administrator Machalek Date: January 9, 2024 RE: Noise Ordinance Purpose of Study Session Item: Review the Town's current noise ordinance and discuss options for changes. Town Board Direction Requested: • Does the Board want to consider changes to the current municipal code regulations around noise? • Which of the options provided below would the Board like to consider in further detail? • What additional information does the Board need to make a decision on regulating noise within Town limits? Present Situation: The Town has amended the noise regulations in the Municipal Code twice since 2016. In May of 2016, the Board adopted Ordinance 15-16, amending Chapter 8.06 of the Municipal Code entirely and replacing it with a new chapter that sought to make the Town's noise regulations easier to enforce, less complex, easier to understand for the general public, and more realistic. In the packet materials for the agenda item, staff noted that "[s]ince 2004, there have been few, if any, code enforcement actions taken by the Town for violations of the provisions of Chapter 8.06." Ordinance 15-16 contained decibel-based restrictions for noise, as well as a prohibition on "unreasonable" noise as determined by a member of the Police Department or the Code Enforcement Officer. In September of 2017, the Town Board briefly considered amending Section 8.06.030 of the Municipal Code ("Maximum Permissible Noise Levels") to bring the decibel limits set forth in Ordinance 15-16 into compliance with the maximum noise levels set by State statute. After further review of how noise ordinances were handled in other communities, Town Attorney Greg White recommended that the Board pursue a new noise ordinance that did not contain any decibel-based restrictions, but rather contained worded prohibiting unreasonable noise. Attorney White based this recommendation on an analysis that determined that decibel-based noise ordinances are not enforceable, though he did note that every community noise ordinance he reviewed contained 5 decibel-based regulations for noise except for Windsor and Johnstown. Attorney White's memo for the October 10, 2017 Town Board meeting is attached for reference. On November 14, 2017, the Town Board adopted Ordinance 24-17, amending Chapter 8.06 of the Municipal Code relating to unreasonable noise. This Ordinance regulates unreasonable noise based upon the definition of unreasonable noise as any sound of such level, intensity, or duration as may or tends to be injurious to human health or welfare, or that unreasonably interferes with the enjoyment of life or property, or causes damage to any property. The most recent change to the Town's noise regulations took place in July of 2022 with Town Board adoption of Ordinance 14-22. This ordinance clarified that amplified outdoor sound is subject to the provisions set forth in Section 8.06.020, and created a permitting process that allows the Town Engineer to approve exceptions to the prohibitions set forth in Section 8.06.020 for nighttime construction noise in the right of way. In the past 6 months, the Town has received a significant amount of feedback from members of the public expressing concerns with the current noise ordinance. Specific concerns include the lack of a quantitative decibel standard, the ability of the Town Engineer to issue permits for overnight construction work (instead of the Town Board), and the lack of enforcement of the unreasonable noise standard. In response to these concerns, the Town Board asked staff to explore options for making changes to the Town's existing noise regulations. Staff was able to find one example of a community effectively enforcing and prosecuting a decibel-based noise standard, the City and County of Denver. Denver has a "Noise Team" made up of three employees that handle recurring/ongoing noise issues. These employees have significant training and education in sound and noise enforcement. Denver law enforcement still handles temporary or one-time issues using an "unreasonable noise" standard. Proposal: Options include: • Revert generally to the 2016 Ordinance (Ordinance 15-16) with or without consideration for nighttime construction exceptions; • Explore a hybrid solution like the City and County of Denver with both a decibel- based standard enforced for ongoing/recurring issues, and an unreasonable noise standard for temporary/one-time issues (this option would likely look a lot like Ordinance 15-16); • No change. Finance/Resource Impact: Reverting to any form of decibel-based ordinance would likely require an investment in both decimeters and training. Based on conversations with the City and County of Denver in September, a new type-2 decimeter costs between $2,000 and $3,000. The 6 main resource impact associated with a decibel-based standard is training enforcement personnel on how to measure sound and testify to it, as well as the time spent enforcing. Based on information from the City and County of Denver, staff would expect at least a week of training on enforcement alone. Level of Public Interest High. Attachments 1. Ordinance 15-16 2. 10/10/2017 Memo from Town Attorney White 3. Ordinance 24-17 7 ATTACHMENT 1 ORDINANCE NO. 15-16 AN ORDINANCE AMENDING CHAPTER 8.06 OF THE MUNICIPAL CODE IN ITS ENTIRETY CONCERNING NOISES. WHEREAS, Chapter 8.06 of the Municipal Code provides for regulation of noises within the Town of Estes Park; and WHEREAS, the Board of Trustees desires to amend the current Chapter 8.06 and replace it with a new Chapter 8.06 regulating noises within the Town of Estes Park. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO AS FOLLOWS: 1. Chapter 8.06 of the Municipal Code is hereby amended in its entirety as more fully set forth on Exhibit A attached hereto and incorporated herein by this reference. 2. The Ordinance shall take effect and be in force 30 days after its adoption and publication. PASSED AND ADOPTED by the Board of Trustees of the Town of Estes Park, Colorado this ca`Ii''r" day of , 2016. TOWN OF ESTES PARK Mayor ATTEST: T n Clerk 1 8 I hereby certify that the above ordinance was introduced and read at a meeting of the Board of Trustees on the d'4 - day of 4.4..11... , 2016 and published in a newspaper of general publication in the Town of Estes Park, Colorado, on the al- day of , 2016. �._ o o • -r^^4• -w Town rk 2 9 EXHIBIT A Chapter 8.06 Noises 8.06.010 Definitions. The following words,terms and phrases,when used in this Chapter, shall have the following meanings ascribed to them: Construction means any site preparation, assembly, erection,repair, alteration or similar action, or demolition of buildings or structures. dB(A) means the A-weighted unit of sound pressure level. Decibel(dB) is sound pressure level at a specified location. Motor vehicle shall have the same meaning as set forth in Section 42-1-102 (58), C.R.S. Muffler means a sound-dissipative device or system for attenuating the sound of escaping gases of an internal combustion engine. Real property line means either: a. The line,including its vertical extension,that separates one (1) parcel of real property from another; or b. The vertical and horizontal boundaries of a dwelling unit that is contained within a multi- use building. Sound level means the instantaneous sound pressure level measured in decibels with a sound level meter set for A-weighting on slow or fast integration speed. Sound level meter means an instrument used to measure sound pressure levels conforming to standards as specified in ANSI Standard S1.4-1983 or the latest version thereof and operated pursuant to the manufacturer's specifications. Unreasonable noise means any sound of such level and duration as to be or tend to be harmful to human health or welfare, or which would unreasonably disturb the enjoyment of life or property within the Town. 8.06.020 Unreasonable noise prohibited. No person shall make, continue or cause to be made or continued any unreasonable noise; and no person shall knowingly permit such noise upon any premises within the Town. For purposes of 10 this Section,members of the Police Department or the Code Enforcement Officer are empowered to make a prima facie determination as to whether a noise is unreasonable. 8.06.030 Maximum permissible noise levels. A noise measured or registered by a sound level meter from any source at a level which is in excess of 80 dB(A)measured at a distance of twenty-five(25) feet from any property line is hereby declared to be a unreasonable noise and is unlawful. 8.06.040 No person shall operate or cause to be operated any motor vehicle off a public right-of-way in such a manner that the sound level emitted exceeds the limits set forth in Section 8,064)30. This Section shall apply to all motor vehicles, whether or not duly licensed and registered, including but not limited to commercial or noncommercial racing vehicles,motorcycles, go-carts, snowmobiles, amphibious crafts, campers and dune buggies. 8.06.050 Exceptions. The provisions of this Chapter shall not apply to: (1) Noise from emergency signaling devices; (2) Noise from agricultural activities; (3) The operation of aircraft or other activities which are subject to federal law with respect to noise control, and the generation of sound in situations within the jurisdiction of the Federal Occupational Safety and Health Administration; (4) Noise from domestic power tools and lawn and garden equipment operated between 7:00 a.m. and 10:00 p.m.,provided that such tools or equipment generate less than one hundred (100) dBA measured at a distance of twenty-five(25) feet from any property line; (5) Sound from church bells and chimes when a part of a religious observance or service; (6) Any tools or equipment used in construction, drilling, earthmoving, excavating or demolition,provided that all motorized equipment used in such activity is equipped with functioning mufflers, and further provided that such work takes place between 7:00 a.m. and 10:00 p.m.; (7) Noise from snow blowers, snow throwers and snowplows when operated for snow removal; 11 (8) The Town and its employees, when engaged in any activity for the maintenance, installation or repair or any Town facility or utility or engaged in any other Town activity or function; (9) Any Town-sanctioned special event; (10)Noise generated from golf course maintenance equipment when used on a golf course; (11)Noise generated by tools or equipment during emergency operations or activities that are reasonably necessary for the public health, safety or welfare; or (12)Any event sanctioned by the Park School District. 8.06.060 Temporary Permits. (a) Any person who owns, operates or produces any noise source which is unlawful or will be unlawful pursuant to this Chapter may apply to the Code Enforcement Officer of the Town for a temporary permit. The duration of the temporary permit shall not exceed ninety(90) days. Applications for a temporary permit shall supply information including, but not limited to: (1) The nature and location of the noise source for which such application is made; (2) The reason for which the temporary permit is requested. (3) The level of noise that will occur during the period of the temporary permit; (4) The section or sections of this Chapter for which the temporary permit shall apply; (5) A description of interim noise control measures to be taken for the applicant to minimize noise and the impacts occurring therefrom; and (6) A specific schedule of the noise control measures that shall be taken to bring the source into compliance with this Chapter within a reasonable time. (7) Any other information requested by the Code Enforcement Officer. (b) Failure to supply the information required by the Code Enforcement Officer shall be cause for rejection of the application. (c) The Code Enforcement Officer may charge the applicant a reasonable fee to cover expenses resulting from the processing of the temporary permit application. (d) The Code Enforcement Officer may, at his or her discretion, limit the duration of the temporary permit. Any person granted a temporary permit and requesting an extension of time shall apply for a new temporary permit under the provisions of this Section. 12 (e) No temporary permit shall be approved unless the applicant presents adequate proof that: (1) Noise levels occurring during the period of the temporary permit will not constitute a danger to public health and safety; and (2) Compliance with this Chapter would impose an unreasonable hardship on the applicant. (f) A temporary permit may be revoked by the Code Enforcement Officer if there is: (1) Violation of one (1) or more terms or conditions of the temporary permit; (2) Material misrepresentation of fact in the temporary permit application; or (3) Material change in any of the circumstances relied on by the Code Enforcement Officer in granting the temporary permit. (g) The applicant shall not operate or produce an unlawful noise during the application process. 8.06.070 Violation and penalties Any person who violates any provision of this Chapter, upon conviction, shall be subject to the penalty in Section 1.20.020 of the Municipal Code. 13 ATTACHMENT 2 EP TOWN OF E.STES PART Memo TOWN ATTORNEY To: Honorable Mayor Jirsa Board of Trustees CC: Frank Lancaster Jackie Williamson Wes Kufeld From: Gregory A. White, Town Attorney Date: October 10, 2017 RE: Town Noise Ordinance At its regular meeting of September 12, 2017, the Board of Trustees continued the hearing on the consideration of amending the current noise ordinance to comply with the requirements of the State statute. The purpose of the continuance was to provide adequate time to review other communities' noise ordinances to determine how those ordinances comply with the State statute and/or regulate noise within the respective communities. I have reviewed noise ordinances from the following communities: • Steamboat Springs • Fort Collins • Loveland • Longmont • Greeley • Johnstown • Windsor • Breckenridge • Lafayette The ordinances range from complex for Greeley and Fort Collins to Windsor's one sentence ordinance that reads as follows: "Section 10-6-10.- Noise, unreasonable. No person shall make, continue or cause to be made or continued any unreasonable noise; and no person shall knowingly permit such noise upon any premises owned or possessed by such person or under such person's control. For purposes of this Section, members of the police department are empowered to make a prima facie determination as to whether a noise is unreasonable." None of the reviewed ordinances complied with the provisions of the State statute. All of the reviewed ordinances, except for Windsor and Johnstown, contained decibel regulations for noise. 14 19 The ordinances which use decibel standards for noise partially comply with the State standard on decibel readings. However, all of these ordinances expanded the time restrictions in the State statute and provided numerous exceptions for such activities as construction, the use of power tools and lawn equipment in residential areas, snowblowers, bells, and emergency. These exemptions are not allowed under the State statute. As stated above, none of the ordinances complied with the restrictions in the State statute. After review of the Lafayette ordinance, I contacted Bill Hayashi of the firm of Williamson & Hayashi, LLC. This law firm has served as special counsel to the Town for litigation, and currently is the City Attorney for Lafayette, Golden, Sheridan, and Federal Heights. Mr. Hayashi recently completed an extensive review of noise ordinances for the City of Golden. In that review, Mr. Hayashi reviewed numerous municipalities noise ordinances including whether they had decibel based standards. Also, the City of Golden hired a consultant to guide the City of Golden in dealing with noise problems in the City. Based on that conversation, Mr. Hayashi shared with me the findings of his comprehensive review of noise ordinances. Those municipal ordinances which contained decibel based restrictions, generally follow the restrictions in the State statute. However, based upon review of those ordinances and the opinion of Golden's consultant, he determined that the decibel sound levels meeting the State statute for residential and commercial districts are lower than or equal to that of conversational speech. In reviewing decibel based noise ordinances, he determined that decibel based noise ordinances are not enforceable. He also could find no municipal prosecutor that had ever prosecuted any violation based upon decibel based restrictions. He recommended that the City of Golden continue to address its noise complaints through the adoption of a reasonable standard noise ordinance. He also recommended that the City of Golden deal with its noise concerns of establishments holding liquor licenses through its granting and/or renewal of liquor licenses issued to those establishments. He recommended that the City of Golden continue its practice of dealing with motor vehicle, motorcycle and jake brake noise through the Model Traffic Code. He stated that the City of Golden's Police Department had received specific training in the identification of modified mufflers to determine if mufflers had been altered through visual inspection of the vehicles. After reviewing all of the various municipal ordinances, and after talking to Mr. Hayashi, I make the following recommendations to the Town Board for dealing with noise complaints: 1. Draft a new noise ordinance which does not contain any decibel based restrictions. 2. The new noise ordinance shall contain the wording that it is unlawful for any person to make, cause be made, or to prevent any unreasonable noise upon any property. The determination of unreasonable noise shall consider factors including, but not limited to, time of day, size of any gathering of persons creating or contributing to the noise, present or absence of sound amplification 15 20 equipment, or any other factors tending to show the magnitude and disruptive effect of the noise. The ordinance may also address exempt activities. 3. Deal with noise from vehicles due to alteration of mufflers and or jake brakes through the Model Traffic Code. Use the provisions of the liquor code to establish conditions for amplified noise from establishments having liquor licenses as a condition for the approval and/or renewal of the liquor license. Attachments: Ordinance 24-17 16 21 ATTACHMENT 3 ORDINANCE NO. 24-17 AN ORDINANCE AMENDING SECTION 8.06.030 MAXIMUM PERMISSIBLE NOISE LEVELS IN THE MUNICIPAL CODE WHEREAS, Section 8.06.030 states the maximum permissible noise levels within the Town; and WHEREAS, it is necessary to change the maximum permissible noise levels to be in compliance with the State statute; and WHEREAS, the Board of Trustees has determined it is in the best interest of the Town to amend Section 8.06.030 of the Municipal Code relating to maximum permissible noise levels. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO AS FOLLOWS: 1. Section 8.06.030 Maximum Permissible Noise Levels of the Municipal Code is amended as follows: 8.06.030 Maximum permissible noise levels. A noise measured or registered by a sound level meter from any source at a level which is in excess of the following noise levels measured at a distance of twenty-five (25) feet from any property line and made when the wind velocity at the time and place of such measurement is not more than five (5) miles per hour is hereby declared to be a unreasonable noise and is unlawful: Zoning Districts 7:00 a.m. to 7:00 p.m. to Estes Valley Development Code next 7:00 p.m. next 7:00 a.m. Residential 55 db(A) 50 db(A) RE-1, RE, E-1, E, R, R-1, R-2, RM Commercial 60 db(A) 55 db(A) A, A-1, CD, CO, O Light Industrial 70 db(A) 65 db(A) CH Industrial 80 db(A) 75 db(A) I 17t2 22 In the hours between 7:00 a.m. and the next 7:00 p.m., the noise levels permitted in this Section may be increased by ten db(A) for a period not to exceed fifteen minutes in any one-hour period. 2. This Ordinance shall take effect and be enforced thirty (30) days after its adoption and publication. Passed and adopted by the Board of Trustees of the Town of Estes Park, Colorado this day of , 2017. TOWN OF ESTES PARK Mayor ATTEST: Town Clerk I hereby certify that the above ordinance was introduced and read at a meeting of the Board of Trustees on the day of , 2017 and published in a newspaper of general publication in the Town of Estes Park, Colorado, on the day of , 2017. Town Clerk 18}3 23 ORDINANCE NO. 24-17 AN ORDINANCE AMENDING CHAPTER 8.06 OF THE MUNICIPAL CODE RELATING TO UNREASONABLE NOISE WHEREAS, Chapter 8.06 of the Municipal Code regulates noise levels within the Town; and WHEREAS, it is necessary to amend Chapter 8.06 to enable the Town to effectively regulate unreasonable noise levels within the Town; and WHEREAS, the Board of Trustees has determined that it is in the best interest of the Town to amend Chapter 8.06 of the Municipal Code regulating unreasonable noise within the Town of Estes Park. NOW, THEREFORE, BE IT ORDAINED BY THE BOARD OF TRUSTEES OF THE TOWN OF ESTES PARK, COLORADO AS FOLLOWS: 1. Chapter 8.06 of the Municipal Code is amended as more fully set forth on Exhibit A attached hereto and incorporated herein and by reference. 2. This Ordinance shall take effect and be enforced thirty (30) days after its adoption and publication. PASSED AND ADOPTED by the Board of Trustees of the Town of Estes Park, Colorado this i'- *' day of t , 2017. TOWN OF ESTES PARK Mayor ATTEST: c "z• _ c Q Clerk 19 I hereby certify that the above ordinance was introduced and read at a meeting of the Board of Trustees on the 1'14*` day of , 2017 and published in a newspaper of general publication in the Town of Estes Park, Colorado, on the day of , 2017. To Clerk 20 EXHIBIT A Chapter 8.06- NOISE 8.06.010- Definitions. The following words, terms and phrases, when used in this chapter, shall have the meanings ascribed to them in this section, except where the context clearly indicates a different meaning: Amplified outdoor music means the use of musical instruments or sound equipment to produce or amplify sound that is not fully enclosed by permanent solid walls and a roof. Domestic power equipment means any power equipment rated five horsepower or less used for home or building repair or grounds maintenance, including but not limited to lawn mowers, garden tools,snow blowers and chain saws. Muffler means an apparatus consisting of a series of chambers or baffle plates designated for the purpose of transmitting gases while reducing sound emanating from such apparatus. Sound equipment means a loudspeaker, public address system, amplification system, or other sound producing device. Sound level means the A-weighted sound level in decibels(d8A). Unreasonable noise shall mean any sound of such level, intensity or duration as may or tends to be injurious to human health or welfare, or that unreasonably interferes with the enjoyment of life or property,or causes damage to any property. Vehicle means any machine propelled by power other than human power, designed to travel along the ground by use of wheels, treads, runners or slides to transport persons or property or pull machinery and includes, without limitation, automobile, airplane, truck, trailer, motorcycle, motor scooter,tractor, buggy and wagon. 8.06.020- Noise prohibited. (1) No person shall make, continue or cause to be made or continued any unreasonable noise; and no person shall knowingly permit such noise upon any premises owned or possessed by such person or under such person's control. For purposes of this section, Law Enforcement or Code Enforcement personnel are empowered to make a prima facie determination as to whether a noise is unreasonable. (2) Law Enforcement or Code Enforcement personnel, may, in the determination of whether a noise is unreasonable, consider factors that include, but, are not limited to: (a) The time of day; (b) The size of any gathering of persons creating or contributing to the noise; (c) The presence or absence of sound equipment; and (d) Any other factors tending to show the magnitude and/or disruptive effect of the noise. (3) With regard to vehicles, the determination of unreasonable noise, in addition to the previously stated factors shall include, but not be limited to: 21 (a) The continuous or repeated sounding of any horn, alarm or signal device of a vehicle, except where an actual emergency or danger exists. For the purposes of this subsection, "continuous" shall mean continuing for an unnecessary or unreasonable period of time. (b) The operation of any vehicle in a manner which causes unreasonable noise as a result of unnecessary rapid acceleration, deceleration, revving the engine or tire squeal. 8.06.030-Restrictions amplified outdoor music. It shall be unlawful for any person to make, cause to be made or to permit amplified outdoor music upon any premises possessed or controlled by such person where such music occurs: (a) Between the hours of 10:00 p.m., through 10:00 a.m., of the next day except that on Friday and Saturday nights music is permitted until 11:00 p.m; or (b) Where any amplified outdoor music exceeds 82 dBA as measured at the premises property line(s) or any public rights-of-way immediately adjacent to the property from which the amplified outdoor music originates. 8.06.040-Exceptions. The prohibitions set forth in subsection 8.06.020(1)shall not apply to sound from: (a) Any bell or chime from any building,clock,school or church; (b) Any siren, whistle, or bell lawfully used by emergency vehicles or any other alarm system used in case of fire, collision,civil defense, police activity or other imminent danger; (c) Aircraft which are operated in accordance with federal laws or regulations; (d) Town authorized or sponsored events including, but not limited to, parades, fireworks displays,concerts,and events at Stanley Park; (e) Any domestic power equipment,except as provided within this subsection,operated upon any residential, commercial, industrial or public place between 7:00 a.m. and 9:00 p.m.; (f) Any construction, maintenance,or repair activities between 7:00 a.m.and 9:00 p.m.; (g) Activities directly connected with the abatement of an emergency; (h) Noise from snow blowers, snow throwers and snow plows when operated with a muffler for the purpose of snow removal; (i) Noise generated from golf course maintenance equipment. 8.06.050-Exhaust, mufflers. No person shall discharge the exhaust of any steam engine, internal combustion engine, air compressor equipment, motor boat, or other power device which is not equipped with a properly maintained exhaust system with a muffler or a spark arrestor. It is unlawful for any person to operate a muffler or exhaust using a cutout, bypass or other similar device. 22 A IP TOWN OF ESTES PARIc, Report TOWN ADMINISTRATOR'S OFFICE To: Honorable Mayor Koenig Board of Trustees From: Town Administrator Machalek Date: January 9, 2024 RE: Economic Development Funding and Policy 671 Purpose of Study Session Item: Discuss economic development funding and the possibility of adding the Estes Chamber of Commerce (Chamber) as a Base Funding entity in lieu of the Estes Park Economic Development Corporation (EDC). Town Board Direction Requested: • Does the Board want to consider an edit to Policy 671 (Town Funding of Outside Entities) to replace the EDC with the "Estes Chamber of Commerce Economic Development Department" as an eligible entity for Base Funding? • If yes, does the Board want to allocate the currently budgeted funds for the EDC ($65,000) to the Chamber? • Is the Board comfortable with the proposed processes to keep Economic Development funding separate from other Chamber activities? Present Situation: The Town has invested in the Estes Park Economic Development Corporation (EDC) since 2013. The EDC is currently eligible for, and receives, Base Funding from the Town pursuant to Policy 671. Only entities that have been added to the Base Funding eligibility list in Section 3.a.ii are eligible to receive Base Funding. Proposal: The EDC and Estes Chamber of Commerce (Chamber) are combining operations. More details about the rationale behind this change can be found in the attached memo from Interim EDC CEO Schnipkoweit and Chamber Executive Director DePasquale. The combined operations will exist as a newly created Economic Development Department within the Chamber. The Town currently funds the EDC through the Base Funding program. The Chamber is not currently eligible for Base Funding. In order to continue funding the economic development program currently produced by the EDC, the Town Board would need to replace the EDC with the "Estes Chamber of Commerce Economic Development Department" in Section 3.a.ii of Policy 671. The Town's continued participation in 23 funding this economic development program is critical to the solvency of this combined Economic Development Department. Finance/Resource Impact: $65,000 is budgeted for economic development in 2024. Level of Public Interest Medium. Attachments 1. Policy 671 2. 01/09/2023 EDC Base Funding Memo from EDC Interim CEO Schnipkoweit and Chamber Executive Director DePasquale 24 ATTACHMENT 1 Effective Period: Until superseded Review Schedule: Triennially Effective Date: 01/12/2021; Revised 06/14/2022 References: Governing Policies Manual 3.12 FINANCE 671 Town Funding of Outside Entities 1. PURPOSE To provide a process by which the Town of Estes Park allocates and distributes funding to outside entities. 2. POLICY The Town of Estes Park recognizes the important role that outside entities play in meeting the needs of the residents of the Estes Valley. Accordingly, when adequate funds are available, the Town may make financial contributions to these entities in accordance with the procedure below. 3. PROCEDURE a. Base Funding i. Purpose Base funding from the Town is intended to support the general operations and overhead of nonprofit entities that play a critical role in supporting the Town's Strategic Plan. H. Eligibility The following entities are eligible to apply for Base Funding from the Town of Estes Park: 1) Crossroads Ministry of Estes Park 2) Estes Park Economic Development Corporation 3) Estes Park Housing Authority 4) Estes Park Nonprofit Resource Center 5) Estes Valley Crisis Advocates 6) Estes Valley Investment in Childhood Success 7) Salud Family Health Centers (Estes Park) Document Title Policy 671 —Town Funding of Outside Agencies 06/14/2022 Revisions: 4 Town of Estes Park, Finance Page 1 of 525 8) Via Mobility Services 9) Estes Valley Watershed Coalition 10) Estes Arts District iii. Review of Eligible Entities The Town Board will review the list of entities eligible to apply for Base Funding at each scheduled review of this policy or at the request of the Town Board. This review will also include opportunity for public comment. iv. Application Eligible entities seeking Base Funding from the Town shall submit a completed "Base Funding Application" (Exhibit A)to the Assistant Town Administrator by July 1st of each calendar year for the next year's budget (i.e. by July 1, 2021 for the 2022 budget year). v. Process Applications for Base Funding will be processed as a departmental budget request by Town staff and presented to the Town Board as such. The following information will be presented by staff to the Town Board during the public budget hearings: 1) The Base funding request from each entity; and 2) The Base funding support recommended by the Town Administrator. vi. Annual Reporting 1) Written Report: Any entity receiving Base Funding must submit an annual report to the Town Administrator's Office by May 30th of the year following the year in which funding was received (i.e. May 30th, 2022 for funding received for the 2021 calendar year). This report must be no more than 350 words and should be structured as a press release on what programs and services the entity used the Town funding to support. The report should specify how the organization used Town funds to benefit the community and/or advance the Town's Strategic Plan for the funding year. 2) Town Board Presentation: Any entity receiving Base Funding is expected to present to the Town Board once per year. Similar to the written report, the presentation should specify how the organization used Town funds to benefit the community and/or advance the Town's Strategic Plan for the funding year. In addition to providing information about community benefits in a public setting, another reason for requiring a presentation is to provide the Town Board with an opportunity to directly engage with representatives of Base Funding entities. Document Title Policy 671 —Town Funding of Outside Agencies 06/14/2022 Revisions: 4 Town of Estes Park, Finance Page 2 of 5 26 b. Community Initiative Funding i. Purpose Community Initiative funding is intended to support specific projects and programs that advance one or more Outcome Areas in the Town's Strategic Plan. ii. Eligibility Any entity or group serving the Estes Valley is eligible to apply for Community Initiative funding, except those groups receiving Base funding under Section 3.a of this policy, other taxing districts, and organizations that exist for the purpose of providing financial support and/or fundraising for other taxing districts. Base Funding recipients must ask for all desired funds through the Base Funding process. iii. Application Eligible entities seeking Community Initiative funding shall submit a completed "Community Initiative Funding Application" (Exhibit B) to the Town Administrator's Office on or before August 31st of every year. iv. Process Applications for Community Initiative funding will be reviewed and ranked by each Board member individually in advance of the annual public budget hearings. Funding decisions will be made by the Board as a whole and will be adopted along with the budget. v. Criteria The following criteria will be used in the evaluation of Community Initiative funding applications: 1) Application Quality — is the application complete and does it adequately describe the proposed project or program? 2) Strategic Plan Advancement — how well, or to what degree, does the proposed project/program advance the Town's Strategic Plan? 3) Initiative Reach — how many residents of the Estes Valley will benefit from the proposed project or program? vi. Project Report Any recipient of Community Initiative funding must submit a project/program report to the Assistant Town Administrator upon completion of the project/program that received funding from the Community Initiative funding process. The report must be no more than 350 words and should be structured as a press release that the Town may use to tell the story of the project. Document Title Policy 671 —Town Funding of Outside Agencies 06/14/2022 Revisions: 4 Town of Estes Park, Finance Page 3 of 527 c. Event Sponsorship Funding i. Purpose Event Sponsorship funding is intended to demonstrate the Town's support for community events. ii. Eligibility Any nonprofit organization that is organizing a local event (serving the Estes Valley) that is open to the public may request Event Sponsorship funding from the Town. iii. Application Eligible entities seeking event sponsorship funding shall submit a completed "Event Sponsorship Funding Application" (Exhibit C) to the Town Administrator's Office. iv. Process All Event Sponsorship funding applications will be reviewed and awarded by the Leadership Team. No sponsorship shall exceed $1,000 and an organization may only receive one (1) sponsorship per calendar year (no in-kind funding requests will be considered). A budget for event sponsorships will be adopted annually and will be distributed on a first-come, first-served basis. v. Criteria The Leadership Team will evaluate Event Sponsorship funding applications using the following criteria: 1) Vision Alignment — does the event align with the Town's Vision? 2) Cost of Event Attendance — is the event free or affordable for the general public? 3) Reach of Event— how many people does the event expect to attract? 4) Other Funding — have the organizers of the event received any other funding? vi. Exclusions Promotional sponsorships funded by Trailblazer Broadband are excluded from subsection (c), including the Event Sponsorship Funding criteria and processes. d. Limitations on Off-Cycle Funding Requests i. Definitions For the purposes of this policy, an "Off-Cycle Funding Request" is any request for financial support from an eligible outside entity that occurs outside of the procedures established in Sections 3.a, 3.b, and 3.c of this policy. Document Title Policy 671 —Town Funding of Outside Agencies 06/14/2022 Revisions: 4 Town of Estes Park, Finance Page 4 of 5 28 ii. Purpose The Town of Estes Park strives to consider all funding requests from eligible outside agencies in a holistic manner in order to best prioritize these requests. To this end, the Town does not accept or grant off-cycle funding requests with the exception of those described in Section 3.d.iii. iii. Exceptions The Town will only consider off-cycle funding requests from entities that are eligible for Community Initiative funding, and only in the following circumstances: 1) The Town is being asked to fund the final gap of a fundraising effort for a time-sensitive project or program, and the Town's contribution represents twenty-five percent (25%) or less of the total amount fundraised; or 2) There is a time-limited opportunity to leverage a significant amount of outside funding (at least a 1:1 match of the funding requested from the Town). iv. Application Eligible entities seeking off-cycle funding must submit the following to the Town Administrator: 1) A completed "Community Initiative Funding Application" (Exhibit B); and 2) A letter(no more than 500 words)explaining why the request qualifies under one of the exceptions listed in Section 3.d.iii of this policy. v. Process If the off-cycle funding request application falls under one of the two exceptions listed in Section 3.d.iii of this policy, the Town Administrator will schedule the consideration of said request as an action item for a Town Board meeting. Approved: 411 Wendy K ni ayor 7 Date Document Title Policy 671 —Town Funding of Outside Agencies 06/14/2022 Revisions:4 Town of Estes Park, Finance Page 5 of 529 POLICY 671 EXHIBIT A A ESTES EP PARK COLORADO Base Funding Application Funding Year: 2023 Entity Name: Contact Person: Title: Phone: E-mail: Address: Base Funding requested: $ 1. If your Base Funding request has increased by more than $5,000 from the previous year, please explain what the additional funding would support. 2. Please attach the most recent fiscal year-end financial statements reflecting your entity's beginning and ending balances for the year. This requirement can be met by submitting one or more of the following: a. Financial statements as approved by your board b. Audited statement or review by an outside expert c. Most recently filed IRS Form 990 3. Please list all anticipated funding sources for the current and coming year. Be sure to highlight any opportunities to leverage Town funds with external funds. 4. How does your organization benefit the community and/or advance the Town's Strategic Plan (www.estes.org/strategicplan) (500 words max)? 5. Please attach a list of your Board of Directors with names, Board titles, and contact information (email, phone, and/or address). I swear and affirm that all of the information included in this application, its attachments, and its supplemental documents is true and correct to the best of my knowledge. I further affirm that I understand the annual reporting requirements required of Base Funding Entities as outlined in the Town's Finance Policy 671. Entity Director Board President/Chair Updated June 2022 Page 1 of 1 30 POLICY 671 EXHIBIT B E S TE S EP PARK COLORADO Community Initiative Funding Application Funding Year: Project or Program Title:_ Entity: When was your entity established?:_ Contact Person: Title: Phone: E-mail: Address Dollar amount requested: $ Please provide the following information to help us assess your entity's eligibility: Is your entity currently serving the Estes Valley? Y N 1. What is the mission of your organization (100 words max)? 2. Describe the project or program that will be supported with the assistance to the Town of Estes Park funding if granted (500 words max). a. Please attach your anticipated detail budget for this project or program. 3. How does this project or program advance the Town's Strategic Plan (www.estes.org/strategicplan) (500 words max)? 4. What population and geographic area will be targeted for service through this project or program (200 words max)? 5. How many people in the Estes Valley (total and unduplicated) do you expect to serve with this project or program? 6. How will you measure the success of the project or program for which funding is requested (200 words max)? Page 1 of 2 31 POLICY 671 EXHIBIT B 7. Who will be responsible for the administration of the project or program for which you are requesting funding (name, title, and entity only)? 8. Are there currently any other entities or organizations providing similar projects or programs in the Estes Valley? If so, please identify them and describe any cooperation (250 words max). 9. Please attach the most recent fiscal year-end financial statements reflecting your entity's beginning and ending balances for the year. This requirement can be met by submitting one or more of the following: a. Most recent financial statements as approved by your board b. Most recent audited statement or review by an outside expert c. Most recently filed IRS Form 990 10.Please list all anticipated funding sources for this project or program. Be sure to highlight any opportunities to leverage Town funds with external funds. 11.Please attach a list of your Board of Directors with names, Board titles, and contact information (email, phone, and/or address). 12.Please indicate the percentage of your Board Members who have contributed funds to your project or program during the past year (please note that we are not interested in the amounts given by individual Board Members, but instead in the percentage of the Board Members who have financially supported the organization). I swear and affirm that all of the information included in this application, its attachments, and its supplemental documents is true and correct to the best of my knowledge. Entity Director Board President/Chair Page 2 of 2 32 POLICY 671 EXHIBIT C ESTES EPI PARK COLORADO Event Sponsorship Funding Application Applicant/Entity Name: Contact Person: Title: Phone: E-mail: Address: Dollar amount requested (maximum funding $1,000): $ Please provide the following information to help us assess your entity's current non- profit status: Current Federal Employer Identification Number: Registered with Colorado Secretary of State as non-profit?: Yes No Filed for 501(c)(3) with IRS?: Yes No Received non-profit status from the IRS?: Yes No Is another agency serving as your fiscal agent?: Yes No (If"yes," list the agency's name, address, and contact person) Respond to the following in an attachment to this application form: 1. Please provide the name, date, and location of the event. (Event Sponsorship applications must be received at least two weeks prior to the event in order to be considered.) 2. Please describe the event, specifically noting how the event will benefit the Town/community (no more than 250 words). 3. How many people are projected to attend the event? 4. If awarded, how would Town sponsorship funds be used? Page 1 of 2 33 Updated 09 2020 POLICY 671 EXHIBIT C 5. How would the Town be recognized as a sponsor for the event (i.e. in promotional materials or at the event)? 6. Is there an event admission fee? If so, how much? 7. Please list all other committed sponsors. 8. Please list any event partners. Town of Estes Park Event Sponsorship Applicant Declaration and Acceptance of Conditions 1. In the event that any funds allocated are not used for the event as described in this application, or if there are misrepresentations in the application, the amount of the funds allocated will be re-payable immediately to the Town of Estes Park. 2. The applicant will make or continue to make attempts to secure funding from sources other than the Town of Estes Park. 3. The applicant agrees that the event shall not be represented as a Town service, event, or program in any way (the only relationship being that the Town has approved and granted financial assistance to the applicant). 4. Any sponsorship recipient shall indemnify and hold harmless the Town of Estes Park and its employees and officers against any claims, costs, fines, or any other losses or penalties related to the event for which a sponsorship has been awarded. 5. The Town will be listed at the appropriate sponsorship level on all event materials. We swear and affirm that all of the information included in this application, its attachments, and its supplemental documents is true and correct to the best of our knowledge and is endorsed by the Entity which we represent. Applicant Board President/Chair Date Date Page 2 of 2 Updated 09/2020 34 ATTACHMENT 2 From: John Schnipkoweit, Interim CEO, Estes Park EDC Colleen DePasquale, Executive Director, Estes Chamber of Commerce Date: January 9th, 2024 Subiect: EDC Base Funding Purpose of Study Session Item: The EDC is Combining Operations with the Chamber and Requesting to Estes Chamber of Commerce as an eligible recipient of the EDC awarded Base Funding on Policy 671 The EDC The EDC was founded a decade ago as a public/private non-profit partnership out of concern for the present vitality and future viability of the Estes Valley economy. The EDC has played an important role in numerous economic development initiatives since its inception, with some notable initiatives like the facilitation of business recovery funding (Flood 2013, COVID 2020), support and advocacy for a fiber-to-the-home broadband system, and the creation of the Business Accelerator Services of Estes (BASE) programs. Its mission and programming have adapted as the economy has changed, but in 2023, EDC investors and board members commissioned a task force which called for a renewal of its focus - creating better alignment with local organizations, macro and micro level economics, while building on its own past successes. Collaborative workshops were held during the summer of 2023 with participation from 15 EDC investors, who represented 90% of 2023 investor contributions. In 2023, the funding breakdown of the EDC included: 27% from Public Investors (Town, County, etc), 26% from Large Commercial Organizations, 7% from Small Businesses or Individuals and 40% from a Federal EDA Grant. These workshops used a design thinking methodology, specifically framing economic development problems that we aspire to solve, for whom, and to gain clarity on where we should focus future investments. The culmination of this work was to identify the best way to operationalize the strategic results, maximizing the impact of the EDC and investor dollars. While the strategic work provided clarity and reinforced our BASE educational programs, the biggest change came when evaluating our operations. We researched 20+ other gateway/tourism economies - most with similar sized populations and visitation. Of those communities that invest in Economic Development, 50% had a single local organization that not only handled Economic Development, but also Chamber and sometimes Visitors Bureau/marketing functions - and the other 50% outsourced their Economic Development activities to a regional organization, one that often supported multiple counties in less populated areas. We then conducted interviews with communities who had combined separate EDC and Chamber organizations to better understand the potential challenges, benefits and methods for streamlining operations for similar, yet distinct functions. These interviews revealed that combination is common, but different communities require different levels of procedural separation. We then brought those findings to our investors and designed the following plan for combining operations - providing transparency and a framework to execute on our dependent, yet unique missions inside one operational entity. To quantify the impact of combining 35 operations, the resulting Economic Development operations will realize an immediate 30% cost savings, with great potential for qualitative improvements to existing and future services. The Chamber's Economic Development Department In order to streamline operations, the Estes Chamber of Commerce (the "Chamber") will manage a newly created Economic Development Department (the "Department") that will assume the EDC's recently revised Economic Development Mission and services. The Department is responsible for maintaining existing and creating new programs, while providing business assistance that is aligned with the Economic Development mission. The Department is funded separately from the normal business operations of the Chamber and only the defined management and administrative fees contribute to the Chamber's overall general fund (set at 17% of Economic Development expenditures). Funding for the Department is allocated with guidance from the Chamber's Economic and Workforce Development Council (EWDC) and approved by the Chamber's budgetary process. This structure has been created with the intent to eliminate potential financial conflicts between Chamber Member contributions and Economic Development Investors. Ultimately, the success and strength of the Chamber's overall mission and the Chamber's Economic Development Mission are the responsibility of the Executive Director, who manages the Department and all other Chamber operations. Financial transparency is important for this process to be successful. The Chamber will implement the following processes and has the flexibility to revise as needed: • Open separate bank account for Economic Development (ED) • Utilize Quickbooks to create specific reports on ED (Annual Budget, Balance Sheets, Monthly and YTD P&L) • Create tracking form for Grant use and reimbursement • Present monthly P&L, Balance sheet and Grant updates to Chamber Executive committee and Economic and Workforce Development Council The Chamber will update Town administration on Financials per the Base funding guidelines and as requested. The Chamber's Economic and Workforce Development Council (EWDC) The newly created EWDC will be a standing committee of the Chamber and is governed by a charter created by the current EDC Board. The EWDC has the responsibility to provide strategic guidance and advice to the Department, for execution of the Chamber's Economic Development mission. Operation and administration of the Department are the responsibility of the to-be-hired Programming Manager, as overseen by the EWDC and managed by the Executive Director. The EWDC shall consist of seven members. The initial EWDC will be appointed by the EDC Board, while each subsequent termed member shall be appointed by the Chamber Board for a term of two years. The EWDC shall designate one member to serve as Chair for annual terms, who will be a voting member of the Chamber's Executive Committee. The EWDC members shall represent at least 5 contributing investors, with standing investor appointments held by each the Town of Estes Park, Larimer County and Visit Estes Park. The EWDC shall also represent at 36 least 2 Private Business Owners, who have either taken part in Department programming or whose business(es) is/are aligned with the programming's objectives. The Chamber recognizes that though the work of the Chamber and Economic Development align, each has their own responsibilities. The Chamber will continue to build events and programming on relevant topics using the "Food for Thought" events and workshops. The Chamber will offer opportunities for networking and connecting through established monthly and annual events. The Chamber will follow legislation and business related bills through session, sharing relevant information and advocating as needed. The Chamber will continue working with community partners: Visit Estes Park, EPNRC, EP School district and more. The Department will focus on developing and implementing an annual BASE program and offer a post-BASE program for former participants. The Department responsibilities will include developing resources for businesses and implementing county and regional workforce development programming. This also includes identifying gaps and implementing new programming on specific opportunities for local businesses, developers and workforce. The Department will continue building upon new partner relationships with SBDC Larimer County, Northern Colorado Hospitality Sector Partnership, Larimer County Workforce Development Board, NoCo Works — Business Resources subcommittee, OEDIT Rural Opportunity Office and Larimer County Business Retention & Expansion Partnership Community Collaboration Collaboration has been identified as a strategic opportunity among the primary local economic supporters, so it is important that the Department understands its role. Economic and Workforce Development collaboration starts locally and is then multiplied through regional and national partners. Additionally, the Economic Development mission was created to provide a unique value proposition for the economic challenges specific to Estes Park -while also preventing duplication of other initiatives. The Chamber and its Economic Development missions are unique, but directly dependent on each other, so the Department staff will need to be collaborative, contributing members of normal Chamber operations. It is however noted that certain Chamber activities may present a direct conflict with Economic Development investors. In those instances, it is the responsibility of staff, the EWDC or the Executive Director, to use their best judgment in abstaining Department resources from such activities. The ultimate responsibility lies with the Chamber Executive Director and their ability to create a culture of clarity within the organization, based on the following principles of dependent missions and ownership: Visit Estes Park To be a year-round, family-friendly tourism and event destination that supports our vibrant mountain town with a balance of financial success, positive and memorable experiences for guests and a meaningful quality of life for our community. 37 Estes Chamber of Commerce The mission of the Chamber is to be the champion for business, dedicated to promoting a strong business climate in the Estes Valley trade area and enhancing the quality of life for our members, making Estes Park a better place to live, work, and play. Estes Chamber of Commerce: Economic Development Department The Economic Development mission of the Chamber is to assist businesses in scaling a robust workforce and cultivating a diverse economy in the Estes Valley. Town of Estes Park The Mission of the Town of Estes Park is to provide high-quality, reliable services for the benefit of our residents, guests and employees, while being good stewards of public resources and our natural setting Collaboratively, the local economic dependencies can be defined as: •• A Memorable Guest experience (VEP) is reliant on a :• Strong Business Community (Chamber) is reliant on a ❖ Robust Workforce (Chamber Economic Development) is reliant on •• High Quality Services (Town) By applying this lens to the respective mission statements, operating plans and initiatives, we've identified the following owners of economic support in Estes Park: Visit Estes Park is a Communicator for Business • Markets Tourism and Events • Encourages Memorable Experiences • Promotes Destination Stewardship The Chamber is a Coordinator for Business • Advocates for Business Success • Fosters Community Relationships • Collaborates with Local, Regional & Beyond The Chamber's Economic Development Department is a Cultivator for Business • Accelerates Business Prosperity • Diversifies Robust Workforce Opportunities • Scales Economic Impact Within Constraints The Town is a Catalyst for Business • Creating and Maintaining High Quality Services • Managing Clear and Transparent Regulations • Planning and Providing Resources for Resiliency 38 BASE Update 2023 and 2024 In May of 2023, 22 Companies successfully graduated from the EDC's 6 month Business Accelerator Services of Estes ("BASE") program. 28 representatives from those companies (57% were women leaders), graduated from a curriculum that was tailored for business management in Estes Park, each investing almost 20 hours every month of the program. The 2023 program focused on three core areas: Workforce Leadership, Operations and Innovation. Feedback gathered after the program highlighted that the Workforce Leadership curriculum will have the most immediate impact to their businesses and that overall the program received a Net Promoter Score ("NPS") score of 80 (out of 100)! NPS is an industry benchmark representing the likelihood that a participant would recommend the program to a friend or colleague. For reference, the industry average NPS for Business Training is 67. The BASE program's above average NPS score is reinforced by the 19 businesses who have applied for the 2024 program - 65% applied because it was recommended by someone who had previously attended. Initially the Chamber's Economic Development Department will be responsible for continuing the BASE programming, which in previous years has been provided at no-cost thanks to a grant from the EDA and EDC investors. The Department will be responsible for re-calibrating this programming, in order to make it sustainable beyond the exhaustion of grant funds in 2025. While some program fees may be introduced, we are committed to providing instruction at no-cost to companies or individuals who demonstrate a financial need. Based on feedback from past participants, the BASE program will continue delivering the high quality instruction that's grown over its initial 5 years, but tailor it for small groups of companies by stage, with an underlining focus on Workforce Leadership. Additionally, instead of running one 6 month program to a large group, resources will be delivered to each small group (3-6) in shorter segments (estimated to be 1-2 months) - with continued education/case working as each company grows. While programming has previously begun each October, we have delayed the start of the 2024 program as we finalize combining operations with the Chamber and hire a new Programming Manager. Finally, the program will take a cue from Venture backed Accelerators, and balance instruction with execution time, this is generally done through a hybrid learning and co-working environment - ie. participants have a desk that they work from before and after the instructional session. This not only creates space for working "on" their business, but also the much needed camaraderie from other business owners in a similar stage - building an ecosystem around business prosperity. Measuring Success Economic Development results in qualitative changes to a community over years and impacts multi-dimensional standards (quality of life, infrastructure, etc). Following the 2024 Town of Estes Park's Strategic Plan for "measurement of economic development decisions", the Chamber will use "a triple bottom line model, considering economic, social and environmental impacts and benefits." This provides a framework for evaluating each area of measurement equally and will not only be used for operations, but when selecting program participants, partners, etc. Specifically, these areas map to the activities of the Department as follows: ECONOMIC: Accelerates Business Prosperity 39 Provide education to businesses that assist them in prospering at a faster rate than others in their industry SOCIAL: Diversifies Robust Workforce Opportunities Make Estes Park an industry leader for Hospitality Career Leadership and Opportunities ENVIRONMENTAL: Scales Economic Impact Within Constraints Embrace population and geographic constraints while increasing economic prosperity Specific Triple Bottom Line Measurements From the EDC's most recently completed business survey (BEAR, Q4 2022), the following measurements are examples of measuring our Triple Bottom Line impact. When asked to rate factors related to doing business in Estes Park: Economic: 90% rated support from the town as Excellent or Good - In 2011, prior to the founding of the EDC, a Citizen Survey identified economic development as the most under-performing Town Service. It should be noted that the 2022 BEAR Survey results may have been bolstered by the support the EDC provided to nearly 400 businesses for COVID recovery assistance. We believe that by combining with the Chamber to have a "one stop shop" for business support, we can continue to keep this rating high. Social: 64% rated the Estes Workforce Quality as Fair or Poor - The 2023 BASE program attendees not only rated leadership and culture sessions as most relevant, but also sessions on "Hiring the right people", "Organizational Health" and "Employee Buy-in." Our goal will be to tailor BASE programming to increase the rated quality of the workforce. Environmental: 82% rated Availability of commercial space as Poor - This is an area of opportunity to expand programming, especially as the 2024 Town of Estes Park Strategic Plan has included a specific action item to "Work with the Estes Chamber and Downtown businesses to evaluate implementation options for the Downtown Plan." Programming examples could be around Enterprise Zone rehabilitation tax credits, etc. Next Steps Upon successful approval of the Chamber to be an eligible recipient of the EDC's awarded Base funding, work will begin on hiring a Programming Manager. Candidates have already been recruited by the EDC's Interim CEO and will be jointly interviewed with the Chamber Executive Director. Combining support from the Town with our other investors who have already pledged their 2024 contributions, we are optimistic that we will be able to onboard the Programming Manager and begin providing Economic Development services from the Chamber's Economic Development Department within the first quarter of 2024. 40 1/9/2024 Presented 2024-01-09 Economic Development Base Funding and Policy 671 Working together to build a stronger economy and business community in the Estes Valley. Joint Presentation to Estes Park Town Board By: Estes Park Economic Development Corporation (EDC) Estes Chamber of Commerce Larimer County Economic&Workforce Development `+� //►►ECONOMIC& tt C '4"1 WORKFORCE � � c. _' EDCPARK AA li John Schnipkoweit Colleen DePasquale Adam Crowe Interim CEO Executive Director Economic Development Manager Estes Park EDC Estes Chamber of Commerce Larimer Economic&Workforce 1 EDC - Economic Development Corporation - Est. 2013 "founded to preserve the vitality and improve future viability of the Estes Valley economy" COVID Business Assistance 45 B.A.S.E. Companies in 4 Years • Directly assisted 400 companies Plgetle0 ■Appfied ■ • Trained 13 volunteer business advisors • 3,500 Individual communications • Administered Local Small Business Relief Funds Enterprise Zone Tax Credits o r— I 2020 2021 2022 2023 2024 2025 12% of Eligible Training Costs $1,000 per New Insured Employee "Our participation in B.A.S.E. has allowed us to 25% for Rehab of Vacant Space maintain 30% YOY company revenue growth, 3% of Business Equipment even in the midst of the COVID-19 pandemic." 3% of Innovation Investment Increase Ryan Jordan, CEO, Backpacking Light ,( 2 1 1/9/2024 B.A.S.E.: Business Accelerator Services of Estes 2023 "I am so thankful for the opportunity to be in the program and to learn, a lot! As a Hispanic woman and in the position I have in my community I • • hope more community members can join the next cohort. This is a high quality program! N PS Thank you Thank you Thank you!" scorn 80 Rut Miller of EVICS Family Resource Center FAMILY RESOURCE CENTER dIPPPP Industry Average = 67 May 2023 Cohort Ratings - NPS=80 What were the Most Relevant Sessions? "This program offered info and insights that 1. Business Model could be implemented immediately the next 2. Workforce Leadership and Culture day. It instilled confidence in our processes, politics, and procedures as well as in ourselves." What will have the Most Immediate Impact? Patrick Martchink of Estes Park Physical Therapy 1. Workforce Leadership and Culture 2. Business Model fEsTEs PARK PHYSICAL THERAPY 3. Operating Plan 3 How is the EDC Funded? Town of Estes Park 2023 Funding Sources Lfrp $65,000 = 20% of Expenditures Every $1 of Town Funding Multiplied By $4 From Other Investors _ Public 26.6% Grant 39.8% Large Biz/Organization SMB/Individual 7.2% 4 2 1/9/2024 Economic Growth vs Economic Development 2024 Town of Estes Park Strategic Plan r We support economic development efforts led by other organizations, including LP business attraction, retention and expansion." Economic Growth Economic Development • Single dimensional = $ • Multi-dimensional Standards: Quality of Life, • Quantitative change Career, Cost of Living, Infrastructure, etc • Possible without development • Qualitative change • • Growth is prerequisite 88% Increase in Sales Tax Revenue VS 2023 Town NCS and 2022 EDC BEAR Survey Dec 2015 Sales Tax YTD $12,157,457 Rate factors for doing business in Estes Park (retail tax rate 8.55%) Foundational Programs: 51% rated support Dec 2022 Sales Tax YTD $22,636,311 from the town as Excellent or Good (retail tax rate 8.7%) Immediate Opportunity: 64% rated the Estes Workforce Quality as Fair or Poor 29% Increase in Inflation since 2015 Long Term Opportunity: 82% rated 2015$1 is worth $1.29 today Availability of commercial space as Poor 5 National Community Survey (NCS) - Town of Estes Park A Economic and Workforce Trends - 2011 vs 2023 EP 80 RESIDENTS 60% 4'4°. PRIVATE Communities ' •• ► ► ► ► SECTOR are partnerships NON-PROFI 40% _ i among... 20% r� � '• • ► ► •� GOVERNMENT 2012 2014 2016 201E 2020 2022 Satisfaction Increases Satisfaction Decreases Employment Opportunities up 163% Cost of Living down 42% Economic Development Services up 59% (from last!) Overall Economic Health up 34% Estes as a Place to Work up 26% — • Business and Services Quality up 17% 6 3 1/9/2024 Task Force to re-create the Estes Park EDC Task Force Memo - Align Mission and Evaluate Operations • An action plan to "re-create the Estes Park EDC" • June - August 2023: Design a New Path • Sept - Dec 2023: Collaborate and Implement WeshopinvestorA en0ancc An overview of the past 6 months _ a, May: Continuity of Operations and Re-budget 2023 June - July: Investor Value Framing Workshops August - September: Review and Adopt September - October: Recalibrate Operations Investment Dollars ReOresented 71 .4% of investors attended framing workshops, representing 90% of investment dollars 19/20 Investors participated in framing feedback and review sessions, representing 99% of investment dollars 7 Scaling Economic Prosperity Within Constraints Estes Park Population Pyramid, US Census ACS Estes Park Business Licenses(1,512)-Physical Address aewsww, -°� r,o— FSIFS PARK 1.1 -� - - . i www Estes Park Age Dependency Ratio(ADR) Estes Park Business Geography For every 100 working age residents 51.8% of 1,512 business licenses do not (16-64),there are 91.8 age dependent list a physical location in Estes Park residents (65+or<16) To reverse and attain an ideal ADR, it Our unique physical characteristics limit would require 5,000 new residents the number of businesses and residences, between the ages of 20 and 40 in the in order to maintain our current density next 20 years (250/year). and intensity of use. 8 4 1/9/2024 Constraint: Estes Park Age Dependency Ratio mmm�Immmmm Age 16-6 5 II 1f 1f II 1f if II 1f 1f 67% of Working Age Pop. is 40-65 �p- Need to scale the impact of working age participation rwm =Age <16 xxxxxxxxx =m tit . — Opportunityto in creasseeducational duccationnall engagement nngaagement �ma Age >65IIejIItiiI limI nttmf 1� II lr lr II •�", e e o d Opportunity for II !! II ff II ff II II ff II ff II ff II n-retirement e engagement II 1f if II 1f 1f II if 1i II II t f II if 1f II , Opportunity: Adapt workforce leadership to demographics 9 Constraint: The Economics of Sustainable Land Use 37% Licenses From Front Range Estes Park Business Licenses(1,512)-Physical Address Other stun G 14.6 F © A'©ylt5 ) p .©v7sE©)3 ESIFS PARR ai� ©Q�04); 0 COLORAD NON-EP 00U 43 0 ` 1�(T) Irdig: +II ©,�pt ram)-© Q:,,,, 9Pave 51.8% of 1,512 business licenses, E o Q" do not list a physical location in Estes Park Opportunity: Responsible participation from Front Range businesses Zo 5 1/9/2024 A New Economic Development mission Our mission is to assist businesses in scaling a robust workforce and cultivating a diverse economy in the Estes Valley. Assist Robust Workforce Scale Mutual Dependency Diverse Economy A dynamic approach that balances investment in related and connected economic activities: Cultivating • related: existing business expanding products or into new markets • connected: new and different businesses that complement existing businesses, by having a high skills overlap with workforce 11 Near Term Focus and Quantifying Value Received Who Isn't Supported, But Can Have the Biggest Impact? Primary Gap: Existing Business • #1 Retention Stage: Established Business • #2 Tourism Industry Industry: Hospitality Dependent Gap: Workforce Priorities Demographic: Workforce • #1 Robust Workforce • #2 Living Wage Jobs Robust Workforce A well-balanced workforce that is managed by consistent leadership - with a mix of full-time, part-time and flexibly contracted employees. North Star Metric: A Measure of Value Received By Participants Increase job openings filled by local or returning seasonal applicants 12 6 1/9/2024 Evaluation of Operational Opportunities + Expand programming beyond established B.A.S.E. curriculum- Pre, Post, By Industry, etc + Integrate mentors with programming using "ecosystem" best practices -- Minimize duplication of effort by strengthening collaboration -- Reduce administrative overhead (small organization) -- Eliminate reliance on EDA grant Economic Development in Similar Communities in.n Department Researched 24 Similar Communities • Park Gateways or Outdoor Recreation Hubs Combined Local Org • Median Population 5,289 4 5 0% • Median Visitation 3.1 Million Outsource Regionally • Median Tourism Revenue $961 Million (est) • None have an independent EDC Organization • 45% have a Combined Local Organization Combined Operations is a Common and Effective Model 13 Combining Operations Realizes Opportunities for Scale Similarities: Same Constituents 01 lip • Administration • Communication • Marketing • Relationship management • Event planning • Partnership coordination • Directly dependent missions Scale Similar to a business reaching scale by Differences: Require Transparency increasing revenue at a faster rate than costs, we define"scale"as increasing workforce • Divergent funding priorities, as an example: impact at a faster rate than population,within advocacy vs diversification geographic constraints. • Chamber- Private • EDC- Private and Public • While dependent,each has a unique mission 14 7 1/9/2024 Fiscally Responsible and Transparent Operations Plan ot Combining Operations • • Realize immediate 30% operational cost savings. while maintaining services Chamber Members Economic Development Investors ' Creates an opportunity to multiply impact by Chamber Board of Directors streamlining programs, +Economic Development Investor Economic&Workforce Council services and activities for on Chamber Executive Committee local businesses +Economic Development& Charter and Policy Statement define . Transparent Fee Structure- Workforce Council Adopted as purpose,oversight and operation of the Standing Committee Economic Development Department. 17%of Expenditures for Executive Director • Management and Chamber Budget .,:;6uiiei;ieeu,vU;11111SrrCGWIL-ees— Economic Development Administration Investment Account • Council provides representation and oversees Chamber Operational Staff , Economic Development Department Department potential financial conflicts Funding between the unique Economic Development Programming Manager missions. The mission of the Economic Development Department is to assist businesses • Model based on common in scaling a robust workforce practices in other and cultivating a diverse economy in the Estes Valley. communities 15 Culture of Clarity, Based on Collaboration Clarity of ownership is achieved through defining purpose and outlining activities; creating transparent separation and overlap. The Chamber is the champion for business,dedicated to promoting a strong business climate in the Estes Valley trade area and enhancing the quality of Clife for our members, making Estes Park a better place to live,work,and play. Economic Development: assist businesses in scaling a robust workforce and cultivating a diverse economy in the Estes Valley. The Chamber is a Coordinator for Business Economic Development is a Cultivator for Business • Advocates for Business Success • Accelerates Business Prosperity • Fosters Community Relationships • Diversifies Robust Workforce Opportunities • Collaborates with Local, Regional & Beyond • Scales Economic Impact Within Constraints "A Company's Culture is how it makes decisions when no one is around" - Ben Horowitz 16 8 1/9/2024 Economic and Workforce Development Triple Bottom Line Criteria considered equally when: SOCIAL: SOCIAL • prioritizing projects Diversify Robust Workforce • improving operations Opportunities • evaluating participants • selecting partners BEARABLE EQUITABL SUSTAINABLE BUSINESS ENVIRONMENT CULTIVATION ENVIRONMENT: VIABLE Scale Economic Prosperity ECONOMIC: Within Constraints Accelerate Business Prosperity 2024 Town of Estes Park Strategic Plan "We foster an inclusive, robust and sustainable economy by making our economic development decisions based on a triple bottom line model, considering economic, social and environmental impacts and benefit." 17 Economic and Workforce Development Triple Bottom Line SOCIAL: Cultivation Promoting the prosperity or development Diversify Robust Workforce Opportunities of businesses by planning,developing or 64% rated Workforce Quality as improving education,training and FAIR or POOR , advisement resources. SOCIAL / ENVIRONMENT: BEARABLE EQUITABLE Prosperity ECONOMIC: Scale Economic Pros P y SUSTAINABLE Accelerate Business Prosperity Within Constraints BUSINESS CULTIVATION ENVIRONMENT ECONO LI I 51% rated Economic Development 82°i°rated Availability ofVIABLE support as EXCELLENT or GOOD Commercial Space as POOR 4' BEAR Survey Results,2022 ;A 18 9 1/9/2024 B.A.S.E. '24 - Building on Program Foundation • 19 Applicants Stage I Stage II Stage III D Stage III G Stage IV Stage V pp Existence Survival Success- Success Take off Resource for 2024 Disengagement Growth maturity • 1-2 Month MANAGEMENT Direct Supervised Functional Functional Divisional Line and STYLE supervision supervision staff cohorts by topic: ORGANIZATION I�*1 . T T creates year 41-41 41.4.1 round EXTENT OF Minimal to Minimal Basic Developing Maturing Extensive opportunities FORMAL nonexistent • 3-4 companies MAJOR Existence Survival Maintaining Get resources Growth Retum on STRATEGY profitable for growth investment by stage: status quo personalizes AND OWN 0 0 C SD C) SDAND OWNER' instruction =sue Harvard 'Smaller circle represents owner.Larger circle represents business. ��/Business 'f�' Review 19 Chamber Economic and Workforce Development Council Assist businesses in scaling a robust workforce and cultivating a diverse economy Economic&Workforce Development Counci Oversee(-- Economic Development Department \ &Advise Hiring in Ql: Featured Council Member Economic Development Programming Manager '�•0,Of CR4t, \ Department . Manage and Evolve B.A.S.E. N. �� Programming ECONOM I C t . Expansion and Retention Assistance A �WORKFORf.F . coach and Mentor Local Businesses BASE Lead'Dne-Stop-Shop'for Supporting New and Existing Businesses Adam Crowe Economic Development Manager iiiiiI. rimer Economic&Workforce I Assist Business assistance is the offer of material 1 ) advice,information,oron,e or ionsupportf h the Bair 11 (� establishment or operation of a business. ("7 Cololraa THERE'S ONLY /ONE �1I0 Featured Investors Represent 0r f Investors 1116 1INE ® 418 /' THE WHITE �.. �� y^'ORCHID- `ins Ro a p Mountain sacxnaavNourart / ICyj ..r......® Conservai 20 10 Human Resources Updates Organizational Culture Survey and HR Strategic Plan Presentation Continued to February 13, 2024 F EP AL TOWN OF ESTES PARK Future Town Board Study Session Agenda Ite January 9, 2024 January 23, 2024 Items Approved — Unscheduled: • Focus on Museum Collections Care: • Future Use of Town-Owned Property at Planning for the Future Elm Road and Moraine Avenue • Updated ADA Transition Plan • Hosted Short Term Rentals • Property Tax Work-Off Program • Bed and Breakfast Code Revisions • Substandard Rental Housing February 13, 2024 • Governing Policies Updates • Joint Study Session with Estes Park • Stanley Park Master Plan Planning Commission Implementation • Seasonal RV Housing on Commercial • Downtown Loop Updates as Necessary Sites Pilot Program Items for Town Board Consideration: February 27, 2024 • Encore Arts and Fairgrounds Facility • Draft Arts Master Plan (continued from Relocation Costs 12-12-2023) May 14, 2024 • CIRSA Liability and Risk as an Elected Official 43 F