HomeMy WebLinkAboutCAO-01-08
Cl~mgron
REPORT
CHIEF ADMINISTRATIVE OFFICER
Meeting:
GENERAL PURPOSE AND ADMINISTRATION COMMITTEE
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Date:
January 18, 2008
Report #: CAO-O 1-08
File:
By-law #:
Subject:
ECONOMIC DEVELOPMENT SERVICE DELIVERY
Recommendations
1. That Report CAO-01-08 be received,
2. That the Committee recommends to council one of the following options:
a) That the Mayor and the Clerk be authorized to execute an agreement with the
Clarington Board of Trade for the provision of economic development seNices for
year 2008-2010 inclusive subject to the terms contained in Section 5.4 of this
Report.
OR
b) That the Clarington Board of Trade be advised that the Municipality will no longer
wish to outsource economic development seNices, but would provide the Board
an annual unconditional subsidies in the amount of $20,000, and further the CAO
be directed to prepare a transition plan and budget proposal to resume economic
development seNices in-house including the scenarios of having a full fledge
Economic Development Office or taking a limited approach of hiring a business
facilitator.
O~~~
Submitted by:
Franklin Wu
Chief Administrative Officer
CORPORATION OF THE MUNICIPALITY OF CLARINGTON
40 TEMPERANCE STREET, BOWMANVILLE, ONTARIO L 1C 3A6 T (905)623-3379 F (905)623-5717
REPORT NO.: CAO-01-08
PAGE 2
1. Purpose
The purpose of this report is:
1.1 To provide background information pertaining to economic development service
delivery undertaken by the Clarington Board of Trade;
1.2 To review economic development service delivery options; and
1.3 To discuss the pros and cons for each option.
2. History
In order to assist Council's understanding and deliberation of the subject matter,
a brief history of economic development service may be helpful.
2.1 From 1974 to 1994
In the early years of the then amalgamated Town of Newcastle, economic
development service was undertaken on an ad hoc basis by the CAO with
assistance from the Planning and Development Department. Over the years, the
Planning and Development Department has assumed additional responsibilities
in economic development although this function was never officially recognized
as a service function of the department. With no additional staff resources to do
the job, economic development works suffered and the Department's
commitment and effectiveness came into question. Understandably, the
Department focus is on planning and growth management as necessitated by the
onslaught on unprecedented urban growth.
2.2 From 1994-1998
The need for change was imminent. In 1994, Council approved the
recommendation of the CAO to create an Economic Development Office directly
reporting to the CAO. The Economic Development Office was staffed by an
Economic Development Officer (EDO) and an administrative assistant. This
arrangement continued until the departure of the EDO and this created an
opportunity to review economic development service delivery.
2.3 From 1998
In the mid 90s, local businesses had expressed concerns that the economic
development has not been effectively delivered by municipal staff. In response,
the Mayor established an Economic Development Task Force which
subsequently made a series of recommendations to the Municipality with respect
REPORT NO.: CAO-01-08
PAGE 3
to various ways to improve economic development service. One of the
cornerstone recommendations was premised on the principle that there is no
better way to promote business than by existing businesses. Shortly after
delivering its recommendations to council, members of the Task Force
established the Clarington Board of Trade and offered to undertake economic
development service for the Municipality. Council accepted the offer and the
result was a three year contract entered into between the Municipality and the
Clarington Board of Trade. The contract has since been extended and the
current contract ends on December 31, 2007.
The fees for service have increased over the years from $35,000 in 1998 to
$100,000 in 2007. The fee is intended to cover the salary/benefits of the
Business Development Manager plus associated operating expenses.
3. Synopsis of current agreement
The agreement was first entered into in 1998, and has had a couple minor
amendments since. The core agreement requires the Board of Trade to deliver
economic development service under the broad umbrella of business retention
and business attraction. Specific economic development activities are not defined
in order to allow the Board to exercise f1exibilities so long the works fall within the
meaning and intent of business attractionlretention. The Board staff operates out
of the Liberty Street Tourism Office provided by the Municipality.
For the purpose of keeping connected with the municipal administration, the
Board has an open invitation for the CAO to attend its monthly Board meeting. In
addition, the Board has made regular presentation and update on economic
development activities to council.
4. Service delivery and performance evaluation
Since assuming the responsibility of economic development in 1998, the Board
of Trade has slowly evolved into an umbrella organization of all local business
groups and associations. Working in concert with these business organizations
within Clarington, the Board has taken on many economic development and
promotional activities, spoken on behalf of all businesses in Clarington and
worked closely with municipal staff to facilitate new businesses to establish in
Clarington. Over the years, through the works of the Business Manager, the
Board has established its presence within the GT A economic development
community.
Working closely with past and present business development managers, the
CAO has the opportunity to observe the performance of the individuals who hold
this position, and is pleased to advise that these individuals have done a very
REPORT NO.: CAO-01-08
PAGE 4
competent job. Council members, past and present, also have the opportunity to
observe and evaluate the effectiveness of the Board and can draw their
respective conclusions. In the consideration of future direction in the delivery of
economic development service, council should be guided by carefully
considering the following questions.
Did the Board live up to Council's expectation?
Did the Board communicate well with council members?
Did the Municipality receive value for the money?
What are other available options and what are the pros and cons for these
options?
5. Options for economic development service delivery
The Municipal Act has granted economic development function to the Region of
Durham with the proviso that the Region may allow local municipalities to
perform such function simultaneously. In 2003, the Region passed a bylaw to
formally authorize this.
5.1 Option 1: Upload service to Durham Region
Despite local municipalities have been given the authority to carry out economic
development services, this service function is not mandatory. Municipalities
within Durham Region can choose not to undertake the provision of this service
and let the local economy and market place take their course. If Clarington
chooses not to undertake economic development service delivery, it can request
the Region to provide the said service. Currently, the Region provides economic
development service to Brock, Scugog and Uxbridge at no cost to these
municipalities.
While this option may appear financially attractive, it would not be in the best
interest of the Clarington to upload this function to the Region. The limited
resources at the Region may render it difficult for regional staff to give proper
attention to Clarington. Any local economic development works would still require
Clarington to be involved. Under this scenario, Clarington will not officially
engage itself in economic development service delivery. However, the reality is
that there will be continuous local economic development initiatives that will
require staff resources and business prospects will continue to contact Clarington
for all kind of assistance, such as seeking specific information, requesting help to
locate new business, and to fast track development application.
REPORT NO.: CAO-01-08
PAGE 5
5.2 Option 2: Hiring a Business Facilitator
Given the scenario described in option 1, it would be advisable for Clarington to
have one full time staff person solely dedicated to the task of assisting new
businesses. The individual will not be performing the traditional role of an
economic or business development manager but would concentrate on assisting
new businesses to assemble information, cut red tape, and fast track approval
from various external agencies and internal departments. Working under the
direct supervision of the CAO, the Business Facilitator will be empowered to
undertake whatever necessary to ensure the new business can experience top-
notch customer service and a smooth and quick business development process.
The cost of this individual can be offset by the saving from not fully engaging the
Board of Trade to provide economic development service. It is estimated that
about $80,000 is required to cover salary and benefits for the new business
facilitator and the balance $20,000 can be used to relieve budget pressure or be
diverted to the Board as an annual subsidies.
This option focuses on a very specific aspect of economic development and the
individual should not be considered as an economic development officer nor
expected to be such a person.
5.3 Option 3: Establish an Economic Development Office/Department
Most municipalities in Ontario undertake some forms of economic development
through in-house staff. Except for Clarington, all shoreline municipalities in
Durham Region undertake this service by municipal staff. The obvious advantage
of this option is accountability as the economic development staff has a direct
reporting relationship to Council through an organization structure. In addition,
economic development staff tends to be able to access municipal data and
information more readily, and can be readily supported by other municipal staff
should the need arises for those occasional projects that require additional
resources.
The cost of operating an economic development division/department can be
challenging. When Clarington last did this in 1997, the Economic Development
Office was staff by an Economic Development Officer (EDO) and an
Administrative Assistance with an annual operating budget of $150,000. Similar
staff compliment would probably require a minimum of $200,000 to be set aside
in the 2008 budget. This option requires finding an additional $100,000 in
addition to the $100,000 currently provided in the base budget.
REPORT NO.: CAO-01-08
PAGE 6
5.4 Option 4: Outsource service to the Clarington Board of Trade
Since 1998, the Clarington Board of Trade has been undertaking economic
development works on behalf of the Municipality. Council of the day embraced
the "business attract business" principle and accepted the recommendations of
the Mayor's Task Force on Economic Development that it is in the best interest of
all concerned that economic development services be delivered by a willing party
in the name of the Clarington Board of Trade.
Looking back at this past ten years, municipal staff has enjoyed a very good
working relationship with the Board's staff. Both parties understand that
economic development effort is a partnership venture and both have collaborated
on many economic development initiatives. From staff perspective, the current
outsourcing option has worked well for Clarington and seems to provide good
value.
Notwithstanding, the question of accountability has been raised occasionally in
the past by some council members. The Board is aware of this concern and has
taken actions to alleviate this concern. For example, the Board has now made
quarterly report to council updating various economic development activities and
initiatives. The recent reporting also focuses more on performance issues and
results ensuring council is better informed.
Should council choose the option to continue the contract relationship with the
Clarington Board of Trade, the following terms and conditions will be included in
the agreement.
a) A three year contract for 2008 to 2010 inclusive with the option for a one
year automatic renewal subject to agreement by both parties and at a
three percent fee increase.
b) The fee for service shall be $103,000 for 2008; $106,500 for 2009, and
$110,000 for year 2010.
c) The responsibilities assigned to the Board would be under the general
umbrella of economic development with special focus on business
attraction and retention.
d) The Board shall report and update council quarterly pertaining to all
economic development activities undertaken.
e) The Board and its employees shall refrain from engaging in any activity
that would negatively impair the relationship between the Municipality and
the Board, and
REPORT NO.: CAO-01-08
PAGE 7
f) The Municipality will continue to provide free office space to the Board at
the Tourism Office at Liberty StreeUHWY 401.
6. Conclusion
There is no perfect business model for the delivery economic development
service. What works for one municipality does not necessary work for another
due to a whole set of different circumstances. The CAO is of the opinion that the
current outsourcing system has proven very cost effective and the partnership
between business and government has worked well. That's said; Council should
carefully review each option and arrive at its own conclusion.