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HomeMy WebLinkAbout2013/09/17 Item 12 Attachment A4 - Corp Location AssessmentAppendix – Competitive Location Assessment August 2013 Chula Vista Business Cluster Analysis Leveraging Unique Assets to Compete Globally “This study was partially supported by the Chula Vista Local Government Partnership, which is funded by California utility ratepayers and administered by San Diego Gas & Electric, under the auspices of the California Public Utilities Commission.” Chula Vista  Competitive Location Assessment  August 2013 Chula Vista  Competitive Location Assessment  August 2013 Acknowledgements Tom Adler City of Chula Vista Charlie Adolphe Adolphe Commercial Real Estate Leo Alarcon South County Career Center Jason Anderson CleanTECH San Diego Sean Barr San Diego Regional EDC Dr. Ron Baza Southwestern College Wolf Bielas RSID Technologies Andy Berg National Electrical Contractors Assoc. Paul Borden Otay Land Company Kenneth Brown Leviton Efrem Bycer San Diego Regional EDC Daniel Canavan Nypro Victor Castillo Southwestern College James Clark San Diego Reg’l Chamber of Commerce Tracy Clark Voit Commercial Michael Derr DNP Michele Dingle United Technologies Scott Finn Southwestern College Bob Friar, Sr. Chula Vista Electric Company Todd Galarneau The Corky McMillan Companies John Giaquinta Data Center & Colocation Cindy Gompper-Graves South County EDC Linda Greenberg Colliers International Gary Halbert City of Chula Vista Thomas Harwell Raytheon Mary Ladiana City of Chula Vista Martin Lodge United Technologies Christina Anne Luhn San Diego Regional EDC Leo Matthieu Southcoast Welding & Mfg. Evan McLaughlin San Diego Labor Council Derek McMahon McMahon Steele Michael Meacham City of Chula Vista Christine Moore AT&T Karen Prescott National Electrical Contractors Assoc. James D. Sandoval City of Chula Vista Todd Roberts Marine Group Boat Works Flavio Oliveri Tijuana EDC Brendan Reed City of Chula Vista Duane Roth CONNECT Craig Ruiz City of Chula Vista Lauree Saba San Diego Regional EDC Chris Schodowski Leviton Mink Stavenga Southwestern College Seth Stein Green Talent Staffing Anne Steinberger City of Chula Vista Debbie Trujillo Chula Vista SBDC Mike Vogt IRE Development Jerry Rindone Chamber of Commerce Chula Vista  Competitive Location Assessment  August 2013 Chula Vista  Competitive Location Assessment  August 2013 Table of Contents Introduction ..................................................................................................................... 1 Project Objective.......................................................................................................... 2 1.0 Competitive Location Assessment ............................................................................ 4 2.0 Findings ..................................................................................................................... 5 2.1 Corporate Location Exercise Evaluation Sheet ..................................................... 7 2.2 Existing & Planned Real Estate Portfolio ............................................................. 18 2.3 Assets .................................................................................................................. 22 2.4 Challenges & Constraints .................................................................................... 26 3.0 Recommendations .................................................................................................. 30 4.0 Reports & Background Research ............................................................................ 40 Chula Vista  Competitive Location Assessment  August 2013 Introduction CLIENT Chula Vista  Competitive Location Assessment  August 2013 Page 1 Introduction The City of Chula Vista (City), the second largest city in San Diego County, is located seven miles south of downtown San Diego and seven miles north of the Mexican border. Chula Vista encompasses 52 square miles of land area bounded by San Diego Bay to the west, Sweetwater River to the north, Otay Lakes and the San Miguel Mountains to the east, and Otay River to the south. According to the U.S. Census Bureau, in 2010 the City had a population of approximately 244,000, mostly comprised of Hispanics (58%) and whites (20%). The City is a highly desirable place to live and work offering residents and workers a range of housing options and numerous shopping, dining, and leisure opportunities including the Otay Ranch Town Center “main street” retail development, a historic downtown, the U.S. Olympic Training Center, Chula Vista Nature Center, Living Coast Discovery Center, and the Sleep Train Wireless Amphitheatre. In the early 1990s, the City began to experience rapid population growth, particularly in new master planned communities east of Interstate 805. The 1990s also saw increased growth in employment, with the services sector increasing by 4% annually and other industry sectors experiencing annual growth rates ranging between 3% and 5%. By the end of 2007, the City began to feel the effects of the downturn in the nation’s economy. Over the last five years the City has endured significant fiscal stress caused not only by the housing / foreclosure crisis, but also the closure of the South Bay Power Plant, reductions in revenues from Utility Users Tax and local sales tax, and the transfer of local funds to address State budget shortfalls. In 2011 the City was one of the first in the state to tackle pension reform and began implementing Continuous Improvement Program and adopted a Fiscal Recovery and Progress Plan to address the challenges facing the City in achieving financial sustainability. Even with these challenges, the City continues to provide vision and leadership to pursue several significant economic development initiatives designed to create new mixed-use districts, investment and jobs in both newer East Side and older West Side communities including: "A unique location in the mega-region to position for the bi-national opportunities that are growing cross-border." Chula Vista  Competitive Location Assessment  August 2013 Page 2  Chula Vista Bayfront Master Plan – Recently approved plans for development of 556 acres of underutilized industrial land on the City’s bayfront into resort hotels, convention center, commercial, industrial and parks and open space.  Millenia – Plans for high-density mixed-use development featuring residential, commercial, and civic uses on 210 acres south of Otay Ranch Town Center.  University Park and Innovation District (UPID) – Proposed for higher education and research facilities and a regional technology park, on 375 acres in the Otay Ranch area (southeast of the Millenia project). Additionally, a larger mixed-use development known as University Village (Village 9) is planned as a gateway to the UPID. University Village is programmed for approximately 1.5 million square feet (SF) of mixed-use development and 4,000 residential units. These significant projects will be drivers of the City’s future economy, along with other assets and opportunities for the City. Project Objective To support the City’s vision and efforts in the attraction and expansion of key business sectors to create quality jobs, new investment and economic prosperity, the City has initiated a study that will provide the following outcomes: 1. Identify existing businesses with growth opportunities, 2. Understand the dynamics of the existing business clusters within the region and their effect on Chula Vista’s opportunity for economic growth, 3. Identify the ‘best fit’ target sectors for business attraction, 4. Leverage the existing assets (development, knowledge, policies) to compete globally by attracting and expanding business in key sectors that will provide an positive economic impact, 5. Ensure Chula Vista’s products, programs and policies are competitive in the market place and create a value proposition to attract new investment, and 6. Provide a strategic roadmap of next steps to launch a results-oriented recruitment program. A project team of Chabin Concepts, Keyser Marston Associates, Applied Economics, Austin Consulting, and ROI Vision is conducting the Chula Vista Business Cluster Analysis. Chula Vista  Competitive Location Assessment  August 2013 Page 3 The Competitive Location Assessment identifies:  Strengths and assets that will support the Target Industry Clusters (Phase II), and  Weaknesses that could constrain successful recruitment of these targets and recommended priority actions for addressing weaknesses. Chula Vista  Competitive Location Assessment  August 2013 Page 4 1.0 Competitive Location Assessment Phase I is a qualitative evaluation, a process of aligning the local business climate to identify compatible industries that will most likely prosper with Chula Vista’s assets. The evaluation focused on business factors associated with location decisions by corporate executives, real estate portfolio and the business climate perception of local stakeholders. In addition to the business clusters (types of business), in a business recruitment strategy, there are distinct “audience groups” the City will target for marketing, communication and prospecting – directly to business executives and / or those who influence the business executives. Each may approach their own evaluation differently. This assessment addressed these different audiences to determine strengths and weaknesses of a Chula Vista business location: Land Supply & Building Inventory, Audience: Non-residential Developers, Property Owners and Brokers. Review of current market trends for the City’s industrial markets, including: (1) available land supply, location, zoning, and values, and (2) building inventory, condition, location, and rents / values. These factors were then compared with countywide market conditions. Informal surveys of non-residential developers / property owners and brokers regarding the principal assets and constraints in marketing the City to major employers were also conducted. Corporate Location Exercise, Audience: Site Location Consultant and Corporate Real Estate Executive A simulated Site Selector-driven exercise, Project Galaxy, was conducted to see how the City responded to a business specific RFI from a consultant. The project simulated a high-end medical device manufacturer, seeking 6-10 acres, 80,000 sq ft and 50 employees. The City responded to the RFI, with site selector requested information, and conducted a site / building and community tour and also organized meetings with brokers and some employers. Business Climate Interviews, Audience: Local Businesses and Partner Organizations Interviews and surveys with local businesses and organizations that serve Chula Vista ranking the business climate from their perspective. Chula Vista  Competitive Location Assessment  August 2013 Page 5 2.0 Findings Throughout the Corporation Location Assessment phase, the Project Team analyzed Chula Vista through the eyes of a Corporate Real Estate Executive who makes multi- million dollar decisions on new long-term investments for the company’s growth or market position plans. A Corporate Real Estate Executive / Site Selector seek the optimal location that minimizes risk, one-time costs, and long term operational costs. The process most often used by a Corporate Real Estate Executive / Site Selector is a process of elimination. Figure 2, Location Decision Factors, is the basis for a community investigation – all the factors that may be evaluated in the decision process which are evaluated against competing cities and sites. Developers and real estate brokers may not conduct the same level of in-depth internal evaluation of a location as a Corporate Real Estate Executive / Site Selector, but the same information and community readiness is just as important to their success in working with a client. Chula Vista has built a vision and pathways to opportunities in attracting new investment. Now the goal is to remove or mitigate any reason for a company to eliminate Chula Vista from the search process. Month Day Year Figure 1 – Location Decision Factors Chula Vista  Competitive Location Assessment  August 2013 Page 6 The objective of the Competitive Location Assessment Report is to document the Chula Vista’s assets and limitations for basic industry development and the growth of quality jobs. This report summarizes the competitiveness of key factors that impact site location decisions. The evaluation is a combination of the Project Galaxy project investigation conducted by Frank Spano, Managing Director of Austin Consulting, and a division of The Austin Company; real estate market analysis conducted by Paul Marra, Keyser Marston Associates, Inc. and stakeholder interviews and research conducted by Audrey Taylor, Chabin Concepts. Site consultants, Austin Consulting, typically evaluate communities on the highest standards for their clients and demand the most from economic development organizations and local governments because of their vast experience with so many communities. The basis for evaluating Chula Vista was similar to a typical client project for a site consultant. Information was reviewed on local websites, a sample proposal was provided to the site consultant from the City and a list of requested meetings and things to see on a tour was sent prior to the visit. Site location consultants are trained to make quick assessments of communities because of their clients’ timelines. Many of the assessment observations in this report are based on lack of information provided during the assessment process, compared to more competitive communities that have the requested information available and organized to address site consultant and company requests in a short timeframe. For the Chula Vista project there was additional research done by Keyser Marston Associates and Chabin Concepts to collect additional information and business climate perceptions to complete the assessment and provide recommendations for business clusters and actions. Chula Vista  Competitive Location Assessment  August 2013 Page 7 2.1 Corporate Location Exercise Evaluation Sheet Following is the Corporate Location Exercise findings. The left column explains the location decision factors and what a Corporate Real Estate Executive / Site Selector is seeking in a location. Each factor is ranked as:  Strength (competitive advantage),  Neutral (as compared to other area), or  Weakness (area for improvement, if under the control of the City). The right column provides notes of findings based on the on-site investigation, information made available by the City and secondary sources. The Project Team believes all sources to be reliable. However, we cannot guarantee their accuracy. Corporate Location Decision Factor Ranking Strength-Neutral - Weakness Findings Based on the Corporate Location Exercise conducted by Austin Consulting, an international site location firm, the overall ranking for Chula Vista was Neutral. Chula Vista would have been eliminated from the search process for this project. Several factors attribute to that decision, but mainly:  Lack of “shovel-ready”1 land and portfolio of ready to-go-building quality buildings;  Incompatible use in industrial-zoned areas, exhibits a lack of protection / preservation of land uses (such as, City allowing non-compatible uses in Eastlake, a designated business park);  Potentially high connection and impact fees compared to the region2;  Length of time to permit is a red flag3; 1 Definition of “shovel-ready” generally refers to commercial/industrial sites that have had all of the planning, zoning, surveys, title work, environmental studies, soils analysis, and public infrastructure engineering completed prior to putting the site up for sale. Often referred to as “pad-ready” and is location ready within six to eight months. Many communities across the US have third parties “certify” sites as “shovel-ready” or “certified-ready”. 2 Connection and Impact Fees were reviewed and calculated for the case study, Project Galaxy. From site consultant perspective and experience the fees were relatively high for this type of operation as compared to other areas. There was not a comparative analysis done to other communities in the region. However, a BIA report indicated that fees were high. Given the site selector analysis and knowledge it would be reported to the company as high compared to other locations attracting this type of industry. Chula Vista  Competitive Location Assessment  August 2013 Page 8  Dispersal of industrial uses throughout various areas of the City without clear district identities or consistent public improvements, appears fragmented and disjointed without a clear understanding of the whole;  Also lack of information as well as quick delivery of information left evaluation as a “short-list” contender open to question. 3 Permit timing was part of the Project Galaxy review. Based on discussions with staff on permits required, Project Galaxy although an industrial use, was not a permitted use and would take considerably longer than experience in other areas for a similar type of project. It was presented that projects such as Project Galaxy could be “fast-tracked” however there were no documents or case studies showing how that would occur. The Red Flag ranking is given to advise the community that this would be questionable in the minds of a Corporate Real Estate Executive if not fully documented to show the permit timeline. Chula Vista  Competitive Location Assessment  August 2013 Page 9 Corporate Location Decision Factor Findings Location Market Access Is the community located to support logistics to extensive markets?  Proximity to suppliers and markets St r e n g t h  Chula Vista is part of the larger mega-region of San Diego and Tijuana, Mexico.  Uniquely situated to the Mexico border to take advantage of their manufacturing growth and provide those business executives options for HQ, Sales, Administrative, and R&D locations as well as housing.  With changes in China, near-shoring / re-shoring of businesses will benefit Tijuana (who is preparing and actively pursuing these opportunities).  Excellent proximity to suppliers (San Diego & Mexico) and markets.  Interstate access allows the region to competitively serve a national distribution network. Real Estate Available Development Sites Does the community have available buildings or sites that are “ready to go” / “shovel-ready” for industrial?  Ready-to-go sites ranging from 1 to 100 acres in settings suitable for office, light industrial, and heavy industrial.  Ready-to-go/shovel ready refers to commercial/industrial sites that have had all of the planning, zoning, surveys, title work, environmental studies, soils analysis and public infrastructure engineering completed prior to putting the site up for sale and location ready in six-eight months.  Served with all utilities, good highway access, proper zoning, compatible neighboring land uses  Controls in place that will stop undesired development  Located near labor force and worker amenities Cu r r e n t W e a k n e s s / F u t u r e s t r e n g t h  Available land exists, but none demonstrate “readiness” (ready-to- go or shovel-ready, as noted in Available Development Site description) for any industry.  Eastlake – Was a quality location for small industrial / assembly type operations until non-conforming uses located within the vacant space. This was one of the few (only) locations where a company could construct a building on a Greenfield site. BUT, due to non- conforming uses throughout the park this location would be downgraded by most consultant / companies as a viable location for a light industrial operation.  Industrial Blvd. area –Includes the L Street building. Area does contain some newer multi-tenant spec warehouse space for smaller users but has a mix of older smaller buildings. Area does not show well and has considerable housing / rental units throughout which could be a deterrent to a location. Excellent proximity to I-5.  Main Street (West of I-805) – A mixed use area containing older industrial operations. Residential along either side of Main Street. Becomes more congested the further east along Main Street. Appeared to be some Brownfield Sites on the south site of Main Street.  Auto Parkway Area – Major cost considerations to move / relocate salvage and junk yards and complete a thorough environmental / remediation process to clean up the sites for redevelopment. Area has good proximity to I-805. Some small industrial parcels in area.  54 Acres site adjacent to the Otay Landfill – Site is an open site and owned by the City. The City would need to do a full feasibility analysis of the site, determine site configuration, site plan showing site dimensions, roadway that would provide access to the site, building and parking feasibility and a full Phase 1 Environmental would be necessary; Challenges include extending all utilities and a good quality access road to the site. The site would be downgraded based on location next to the landfill. High marks for the nice view of the area. Chula Vista  Competitive Location Assessment  August 2013 Page 10 Corporate Location Decision Factor Findings Real Estate (continued) We a k n e s s  UPID (University Park & Innovation District) close to SR 125 (approximately 4 miles from 805) – Could be a very attractive development for office / research and development / and light industrial / mfg. / assembly uses. This development is tied with the creation of a four year college / university locating within the development. The planned development, 375 acres, is large enough to parcel some lands now to start locating businesses that would build synergy with an Education, Technology Park. Bringing some businesses may also help in attracting the educational institutions. This development has the highest potential for attraction of technology and cleantech businesses.  Central Bay Front Master Plan – Referred to as “Industrial Business Park”, 2 parcels at the southern section of the development. Sites are located on Bay Blvd. These parcels may be the best for long term light industrial development once all environmental clean-up and remediation is completed from the former electric power plan / substation. Biggest concern here is the planned RV Park to be located in between each industrial business park – not a compatible use for this industrial park setting or a Maritime Industrial if designated by the Coastal Plan. Available Buildings  Industrial buildings ready to go; clear ceiling heights of 20 feet or more, truck docks, drive-in doors, land for expansion  Diverse office building (Class A, B, and C) with adequate parking to accommodate use (i.e. higher ratio parking for back office) We a k n e s s I n d u s t r i a l / Ne u t r a l O f f i c e  Limited industrial buildings available and virtually none “ready to go”.  The L Street School District Site/Bldg. in the Industrial Blvd area is not a good property for most potential industrial clients but could be a good incubator space for start-ups as long as lease cost is favorable.  Difficulty in competing for industrial employment uses with huge inventory / development potential and low values / rental rates in Otay Mesa. Otay Mesa also offers more permissive industrial zoning, state-of-the-art flex buildings, no conflicts with residential uses, room for expansion, and excellent access via I-5 / SR 905 (no toll road).  Significant industrial and flex building space 8.7 million SF with 10% vacancy for industrial and 8% for flex space.  Available spaces for the most part are smaller spaces under 10,000 SF.  Majority of the industrial building inventory is Class C buildings.  Office building / space sufficient.  Smaller space at Eastlake buildings perfect for tech incubator space. Accelerator space for international tech companies. Chula Vista  Competitive Location Assessment  August 2013 Page 11 Corporate Location Decision Factor Findings Utilities Are all utility services in place at the sites and able to support new operations? Electric  Competitive rates and fees  Capacity  Quality of service and reliability  Service provider reputation  Diversified energy portfolio  Conservation and efficiency programs Ne u t r a l Note: the evaluation of utilities is usually in direct relation to the utilities at a site. Given the lack of “ready-to-go” sites the utilities are ranked “neutral” in the context of competitiveness within the region. However there are also red flags in the lack of delivery of information in an expedited manner.  San Diego Gas & Electric, SDG&E, is a reputable electric power service provider.  SDG&E rates and fees are higher relative to competing areas in southwest states and Mexico.  SDG&E is known for sustainability, energy efficiency services, and renewable energy.  Lack of maps showing utility lines and nearest electric power substations (this would be site specific).  Lack of information on capacity and reserve capacity to the site.  Lack of response from utility to information provided to the City for monthly costs based on usage, one-time utility connection, and impact fees. Natural Gas  Competitive rates and fees  Capacity  Quality of service and reliability  Service provider reputation  Same as above Water  Competitive rates and fees  System capacity  Service provider reputation Ne u t r a l  Served by two water Districts, Otay Water District, and Sweetwater Authority.  Water is reportedly available to meet new demand requirements.  Water rates and one-time connection fees were provided in an easy to understand manner based on the usage provided for Project Galaxy, however, the information was not expedited in a timely manner (2 months). Waste Water  Competitive rates and fees  System capacity and age  Appearance of waste water facility  Service provider reputation  Operated by City.  Information needs to be provided for each site, preferably a map, with location, main and pipe sizes, system capacity, pretreatment requirements, and sustainability efforts. Telecommunications  Competitive rates and fees  Capacity  Quality of service and reliability  Service provider reputation  AT&T noted as provider. Initial interview was held with ATT on the project requirements and information needed, however, information was never provided so this could not be evaluated.  Businesses interviewed did not have any difficulty with telecommunications and internet (T1 lines suffice for target industries).  One business, a Data Center, noted that more fiber was needed to handle any Data Center which is a very heavy user of the internet.  In planning for the new development, fiber installation should be high priority. Chula Vista  Competitive Location Assessment  August 2013 Page 12 Corporate Location Decision Factor Findings Transportation Is the Community accessible for business shipments and workers’ commutes? Access to Highways  Highway and arterial road network supporting efficient movement of people and goods St r e n g t h / We a k n e s s  Highway and arterial road for the most part support efficient movement of people and goods in the region.  Interstates 5, 805 and SR 125 (Toll Road).  SR 54 along the area’s northern boundary acts as a major east- west roadway. SR 905 could be an east/west alternative.  The area has numerous 6-lanes east-west connector roadways. Congested areas with cross town traffic.  Completion of Main Street / Rock Mountain / Hunte Parkway from I- 805 to SR 125 is an essential link for accessibility in the southern portion of Otay Ranch. Air Service  Well-planned and managed airport supporting the efficient movement of people and goods  Distance to international airport St r e n g t h  Chula Vista is well positioned between two International Airports. The San Diego International Airport is located less than 11.5 miles from City Hall north along I-5.  The Tijuana International Airport is located via SR 125 approximately same distance to the south.  There is also Brown Field two miles south in Otay for corporate jet facilities and air cargo. Rail  Well-planned and managed rail system that supports the efficient movement goods Ne u t r a l  Existing rail is limited to the western portion of the City with sporadic service.  Rail usage is not a major transportation criterion for the target industries identified.  Large manufacturers (existing) could see rail as an advantage but this would be a case by case basis.  Rail may be important for businesses located in Tijuana and could be a discussion point on how Tijuana and Chula Vista benefit from cross-border industry growth. Workforce Does the community have a labor pool in place that is trained, cost effective and available? Labor  An available workforce that includes both skilled and unskilled workers  Ability to attract talent to move to the Chula Vista area  Available sources of new labor entrants (i.e. universities)  Reasonable wage rates and fringe benefits relative to competing cities  Work ethic St r e n g t h  55% of the population is of workforce age (18-65).  High commute out of Chula Vista to businesses in the north.  Indications those out-commuters have tech skills and would prefer to work locally if jobs available.  Workers commute from Tijuana.  Lower wage rates and fringe benefits relative to area.  High percentage of workers in production occupations.  Available skilled workers in trades and production occupations according to Workforce Development Agency, Personnel Agencies and interviews with local businesses.  High percentage of employment in Advanced Precision Mfg., Aerospace, Navigation, and Maritime Technology.  Stakeholders ranked on a scale of 1 to 10, with 10 being the highest:  Available Skilled Labor 6.7  Available Unskilled Labor 9.7  Labor Quality 7.6  Recruitability 6.8 Chula Vista  Competitive Location Assessment  August 2013 Page 13 Corporate Location Decision Factor Findings Labor (continued)  Interviews with personnel agency and business indicate labor is of high quality and dedicated.  Language skills (30%+ mono-lingual).  Weakness is any good documentation of the labor. Workforce Services  Workforce recruitment programs that assist companies in identifying and attracting workers  Training programs in place to assist existing employers and new companies in developing workers to meet business challenges Ne u t r a l  South County Career Center, part of the San Diego Workforce Partnership, serves the Chula Vista area.  Main role is networking with businesses as a means to market Workforce Services; help businesses with recruitments.  Business Services include:  Job Postings  Recruitment & Job Fairs  Rapid Response  Training, On-the-Job Training and Tax Credits  Over 50% of their job seeker clients live within 5 miles. Prefer to work south of Hwy 8.  West of 805 unemployment is higher 8-9%.  Job to Opening Ratio for UTC Aerospace hiring of veterans, 2:1, 55 applicants screened, qualify for testing.  Popular training programs:  truck driving school  green building skills (fills up fast) at Southwest College  PIMA – medical vocational skill Skill Training Resources  K-12 education system – regional occupational training and college prep  Community Colleges – certification programs, linkages to businesses, specialized training  Universities – specialty programs, industry-related programs, linkages to business community, research St r e n g t h  K-12 has numerous awards for excellence and academic achievement.  Southwestern College (SWC) has a 156-acre campus, offering AA degrees, preparation for transfer to four-year College and occupational skills training.  SWC just completed a Master Plan.  Project critical shortfall in STEMM skills.  Career and Technical Education core – fire science, EMT / Paramedic, registered nursing, child development.  Other programs include: Exercise Science, Automotive, Renewable, and convergent of info tech and allied health.  Career Technical Education (CTE) very active in Allied Health, Surgical Tech, Fire Science, Police & Administration of Justice and 126 certificates.  CTE Dean Priorities  Primary: Health, Life Sciences / Biotech, Advanced Transportation & Renewables  Emergent Sectors: Advanced Manufacturing, Info / Communications Technologies and Digital Media  Interest in aligning with business needs and working with the City to align training to career clusters.  Plans for a 4-year University.  Top Universities, i.e., UC San Diego, San Diego State, located in close proximity. Chula Vista  Competitive Location Assessment  August 2013 Page 14 Corporate Location Decision Factor Findings Business Climate Does the community support new development now and is the community planning for the future? Community Leadership  Clear direction of where the community is headed  Consistent support for business and economic development St r e n g t h  Clear vision of where the City is headed demonstrated with planned developments – Bayfront Master Plan, University Park, and Research Center, Millenia – and follow-thru on moving those projects forward.  Earned a reputation in San Diego as leader in sustainability.  Sustainability and quality demonstrated in the planning particularly on East side.  Revitalization occurring on West side.  Support of programs for businesses, such as, Enterprise Zone.  Support and commitment for Economic Development, although due to financial constraints, Economic Development is below capacity to carry out aggressive programs and not at the table for some regional and bi-national initiatives.  Stakeholders ranked Business Climate 9 out of 10. Business Retention Program  Active outreach with local basic industry employers to connect them to economic development resources  Strong relationship between local employers and economic development staff – employers know who to call for help  Trusting dialogue between economic development and local employers about challenges Ne u t r a l  Environmental Services, CLEAN team, does outreach to business providing energy efficiency, water, and waste assessments; assistance with improvements. Businesses are on a 4-year call schedule.  The Economic Development Team does not have a formal retention outreach program (or time to implement a formal program). The Team is very responsive to all business inquiries and needs. Several of the companies interviewed complimented the ED Team on their “business first” attitude. The department is small with several programs, initiatives, and responsibilities. Moving forward with a marketing and business recruitment initiative will require additional resources for the ED Team to be effective and not spread thin.  Focus on major employers and those businesses affected by corporate change, i.e., United Technologies.  Economic Development Team reaches out to as many businesses as possible through the Enterprise Zone program assisting businesses to access the Zone benefits.  Outreach occurs also through the “Buy Local” Program with retail sector.  South County EDC also actively works on engaging local employers through one-on-one calls and meetings, as well as through industry sector research.  Stakeholders ranked business retention 6.8 out of 10.  Businesses feel they have access to top management at the City and know the Economic Development staff (this appears to be a change from past). Business & Trade Associations  Opportunities for managers of basic industries to share common issues  Connection to economic development as a means to provide service and develop relationships with local employers St r e n g t h  Numerous business and trade organizations in the region that Economic Development staff network with to connect with local businesses.  Businesses have a variety of opportunities. Chula Vista  Competitive Location Assessment  August 2013 Page 15 Corporate Location Decision Factor Findings Development / Permitting Process  Defined process clearly communicated so that client understands what is expected at the beginning of the process  Fast-tracking services  Due diligence completed on available sites (e.g. environmental studies, site survey, etc.)  Documented fees, estimate for development and operational costs Ne u t r a l  This factor got mixed reviews.  The City has expedited permitting in place and will pull together a team to review project, assign a Project Manager to oversee and shepherd the project through the process.  Permitting flowcharts are available on City website.  Stakeholders ranked expedited permitting 4.8 out of 10 with some recognition that recently streamlined regulations have been put in place.  Reported frustration with the CUP process required in Eastlake has added extensive time to development, this appears to be due to the CUP process for non-conforming uses in a business park, such as daycare, karate, etc which should not be located in a business park.  Difficulty in getting a handle on fees, but information received appears impact fees were high (supported by BIA Report).  Comments included “projects take longer and cost more than other areas”.  New planned development sites are not “shovel-ready” so due diligence reports are not available.  As noted this factor got mixed review, this could be “hang-over” perception from past experience but a concern for new business recruitment. Sustainable Practices How “green” is the community? Sustainability  Local Sustainability Action Plan  Local energy conservation and efficiency programs  Local recycling and reuse programs  Green building standards  Fast track development for new / upgrade LEED and Energy Star Buildings  Community / residents embrace “green” culture St r e n g t h  High accolades and many awards in this category.  Known throughout the county as a leader in energy conservation, water conservation, pollution prevention, and solid waste reduction.  CLEAN Business Program, assistance and recognition to businesses.  Member of ICLEI.  Environmental Services promotes sustainable practices throughout the community through CLEAN team.  Climate Action Plan since 2000.  SDG&E promotes local energy conservation and promotes efficiency programs.  Green Business Challenge  Green-centric drives opportunity for more green employers. Risk Management Does the community recognize, plan for, and mitigate hazards and other risks? Natural Disasters  Earthquakes  Volcanoes  Tornadoes  Floods  Hurricanes  Tidal Waves  Forest Fires  Ice / Snow St r e n g t h  Limited risk of natural disaster in the region. Chula Vista  Competitive Location Assessment  August 2013 Page 16 Corporate Location Decision Factor Findings Business Costs Does the community have an advantage for ongoing operational costs? Operating Costs  Typical operational costs (utilities, labor) competitive with state averages and southwest competitors Ne u t r a l  Business operating costs for labor wages are lower than any other areas of the region, but higher than other southwestern states.  Utilities are relatively in line with region but higher than other competing areas in the southwest.  Sewer and water fees appear to be based on residential development versus industrial / office development, which causes the cost to be higher (i.e. Measured by EDU). In the review of Project Galaxy costs Austin noted that sewer and water fees for industrial use the same basis as residential (EDUs), however, in most other “competitor” locations (maybe not regionally) sewer and water rates are not calculated by EDU. One Time Costs  Prefer Waived  Based on review of Project Galaxy, one-time costs, impact fees were high compared to other areas in the region and much higher than southwest. This is supported by a report completed by BIA 2007-08 but appears to still be relevant. Note: a 2012-13 Report was said to be completed however Team, nor the city, received a copy. Taxes  Business taxes as they relate to operational costs  Personal taxes as they relate for attracting talent  California State corporate and personal taxes are high compared to surrounding competitor states.  Chula Vista had a California Enterprise Zone designation as an major incentive program whereby businesses can reduce their state tax liability through tax credits on sales / use tax on equipment and qualified employees. This incentive changed with the passage of AB 93 & SB90 and is no longer available to businesses in its original form, however, businesses could still utilize the new sales tax exemption on manufacturing equipment and hiring tax credits (though the rules have changes on eligibility). Incentives Incentives Does the community package local, state, federal incentives to effectively close deals?  Incentive policy in place and clearly communicated  Documentation of statutory incentive programs and understanding of how they apply to specific client projects  Due diligence procedures to vet worthiness of incentive package (impact model, review company financials) St r e n g t h  Workforce Development programs are standard across the nation but some WIB’s better utilize the tool as an incentive to expanding and new businesses to assist in training costs and up front start-up cost through On-the-Job contracts.  California has Employment Training Funds which can be used for upgrade training, expansion and new location employee training – a valuable tool.  Chula Vista is a California Enterprise Zone which provides tax credits for equipment sales / use tax and eligible employee hiring for the life of the Zone. Chula Vista just completed expanding the boundaries of the Enterprise Zone allowing more business to take advantage of the program. Note: The Governor and State are looking at reforming the Enterprise Zone program which may take away some of the tax credit incentives. This will likely be decided over the next year by 2014. Chula Vista  Competitive Location Assessment  August 2013 Page 17 Corporate Location Decision Factor Findings Incentives (continued)  A Local Business and Jobs Investment Policy has been drafted which would offer local incentives to small businesses through Buy Local Incentives and Online Vendor Registration; for new and expanding businesses, eligible under certain parameters, incentive for percentage of cost of fees. Note: this is a draft and not adopted but should be considered to boost Chula Vista’s competitiveness particularly in reducing upfront costs of location/expansion.  Although not an incentive to specific businesses, the City has absorbed costs and assisted with moving the planned projects, such as, Bayfront and UPID, forward; without that assistance and investment from the City, the project would not be where it is today. This is a strength relative to the region but not the southwest competing areas. Quality of Life Does the community appearance reflect pride and unity within the community? K-12 Education System  Quality  Well-funded St r e n g t h  85 public and private schools (Source: Sperling’s Best Places).  Many awards of excellence.  Recently reported controversy of property owned by Sweetwater School District.  High school graduation rates higher than state average.  Average student teacher ratio 24:1, San Diego 16:1 (Source: CA Dept Education, Current Cost of Education, 2011-12, Jan 2013).  Expenses per pupil ($8,585) lower than area, San Diego ($9,448) (Source: CA Dept Education, Current Cost of Education, 2011-12, Jan 2013). Amenities  Well-funded cultural institutions with active programs  Mix of high-end and discount shopping choices  Wide range of quality recreation opportunities St r e n g t h  Chula Vista has older “west” side and the newer “east” side.  Historic downtown, two major malls, and shopping districts.  Climate, outdoors, trails, coastline, mountains, biking, kayaking, golf.  Sweetwater Marsh National Wildlife Refuge, Living Coast Discovery Center, Cricket Amphitheatre, SeaWorld Aquatica and one of three in the national Olympic Training Centers.  Transit Trolley to Mexico.  Quality health facilities including Sharp and Scripps. Housing  Availability of diverse housing stock, including management-level housing, multifamily and corporate interim housing  Affordable housing for all levels of workers St r e n g t h  Local real estate market is diverse, for many different socio- economic levels.  Region has history of active developer market for residential.  Housing is more affordable than other areas in the region.  West side has older housing stock and east is newer.  South Bay Community Services is supporting a Chula Vista Promise Neighborhood program. Security and Safety  Crime rate St r e n g t h  Violent crime rate (271.8 per 100,000 in population) is below county average (378.5).  Property crime rate is (2100.7 per 100,000 in population) is below county average (2206.4). (Source: FBI Uniform Crime Report) Chula Vista  Competitive Location Assessment  August 2013 Page 18 2.2 Existing & Planned Real Estate Portfolio Second only to Market Access and Transportation Cost on the site location decision scale, Figure 2, real estate properties, land and building, are the most critical factor to a location decision. Corporate Real Estate Executives / Site Selectors want “shovel- ready”4 sites, ones that can be preferably permitted within six months or less. The Real Estate Factor on the Competitive Evaluation Sheet ranked this a current weakness (lack of “shovel-ready”) and a future strength: 2.2.1 Existing Industrial Property Concentrations The City has approximately 8.7 million SF of industrial and flex building space. Approximately 7.5 million SF, or 86% of the total, is concentrated on the West Side (Source: Colliers International). This inventory is concentrated in two principal areas:  Bay Boulevard / Industrial Boulevard – This area includes the Bay Boulevard and Industrial Boulevard corridors extending generally from E Street on the north to the southern City limit. It straddles both sides of Interstate 5, as well as two railroad rights-of-way. It also includes a portion of L Street between Industrial Boulevard and Broadway. This area is generally characterized by incomplete or inconsistent public improvements, older industrial buildings, and constrained sites with limited parking. The area accommodates a broad range of uses / businesses, including manufacturing, warehousing, and self-storage. The largest single industrial user in this area is United Technologies (Goodrich Aerostructures Group), located in the central Bayfront area. The Bay Boulevard / Industrial Boulevard industrial area enjoys excellent freeway and trolley access.  Main Street – This area encompasses the Main Street corridor from Interstate 5 to Hilltop Drive. Industrial uses in the Main Street corridor include manufacturing, warehousing, self-storage, and auto supply. Sudberry Properties, Inc. is proposing a 30-acre industrial development on Main Street between Broadway and 4th Avenue. Main Street also includes a range of land uses including residential, commercial, and agriculture uses. Similarly, there are two principal concentrations of existing industrial buildings on the East Side: 4 Definition of “shovel-ready” generally refers to commercial/industrial sites that have had all of the planning, zoning, surveys, title work, environmental studies, soils analysis, and public infrastructure engineering completed prior to putting the site up for sale. Often referred to as “pad-ready” and is location ready within six to eight months. Many communities across the US have third parties “certify” sites as “shovel-ready” or “certified-ready”. Chula Vista  Competitive Location Assessment  August 2013 Page 19  Auto Parkway – Auto Parkway (Main Street east of Interstate 805) is home to automobile dealerships, major retail anchors, and several distinct industrial parks, each with its own gateway signage. This industrial area includes a variety of uses such as manufacturing, warehouse, and self-storage. Directly adjoining this area are several auto junk yards, and the County landfill. The Auto Parkway industrial area has limited visibility and access relative to the Bay Boulevard / Industrial Boulevard and Main Street areas on the West Side. Primary access to Auto Parkway is from I-805; the street is ultimately proposed to link up with Hunte Parkway on the East Side.  Eastlake Business Center – Eastlake Business Center is the City’s newest industrial zone. It is located east of State Route 125 and north of Otay Lakes Road on the far East Side of the City. It is surrounded by shopping centers and residential neighborhoods. Eastlake Business Center includes major users such as UPS, DNP, and Leviton. It is also home to The Design Center at Eastlake. Over the years, numerous non-industrial uses, such as restaurants, dance studios, and recreational facilities have been granted Conditional Use Permits (CUPs) to locate in the Center. Currently, there remain a number of vacant pads for sale and sizeable building areas available for lease. Eastlake Business Center has struggled due to its remote location, limited accessibility, and constraints imposed by the prevalence of CUPs and surrounding residential uses. On the other hand, it offers the most amentitized environment for employees of any existing industrial location in Chula Vista. 2.2.2 Overview of Planned Industrial Concentrations  Bayfront Master Plan – The recently approved master plan includes a total of 47 acres of industrially designated land (1 acre in Harbor District, 46 acres in Otay District). New industrial uses in the Bayfront Master Plan will complement the existing Bay Boulevard / Industrial Boulevard industrial area. New commercial and recreational uses planned for the Bayfront will provide a major amenity for nearby industrial employers.  Landfill Buffer (Heritage Road) – City plans for the land around the County landfill call for a buffer of industrial uses. This includes approximately 171 acres programmed for industrial use within the Sunbow (35 acres), Village 2 and 2W (96.1 acres), and Village 3 (39.7 acres) planning areas that form the north, east, and southeast periphery of the County landfill. Additionally, the City owns an approximately 54-acre site directly west of the County landfill in the unincorporated area. The City is evaluating the possibility of annexing this Chula Vista  Competitive Location Assessment  August 2013 Page 20 site into the City for industrial development. Taken together, the existing Auto Parkway industrial area, proposed industrial uses in the Landfill Buffer (west of Heritage Road), and potential industrial development on the City’s 54-acre site west of the landfill have the potential to form a substantial concentration of industrial uses with good 4 lane access approximately one mile from the 1- 805 freeway and an eventual second route to on east Main to CA-125.  University Park and Innovation District – The UPID is planned to include an 85-acre technology park. As noted elsewhere, it is planned in conjunction with a university campus, surrounding mixed-use developments, and a proposed Bus Rapid Transit (BRT) line. Although this area will not be contiguous with other industrial areas in the City, it will ultimately be linked with the existing Auto Parkway and proposed Heritage Road industrial uses via Rock Mountain Parkway / Hunte Parkway and adjacent to the 1 million SF of office commercial in adjacent Millenia. As noted Chula Vista contains multiple distinct market segments which do not fit well under a single, citywide marketing and recruitment effort. Each of the existing employment concentrations within the City faces a variety of challenges and opportunities. As a “go-forward” action and particularly for marketing, should segment the real estate into “districts” which will help to distinguish each area and the industries that are a best fit for those areas. Chula Vista  Competitive Location Assessment  August 2013 Page 21 Over time each district should have image / identity, accessibility, critical mass (and focus on specific industry sectors), compatible land uses, supporting amenities, available sites / buildings that are comparative and competitive to other regional locations, such as, Poway Business Park, Sorrento Valley, Carlsbad, Kearny Mesa, et al. There are smaller infill parcels to these main areas, i.e., along 54. Chula Vista  Competitive Location Assessment  August 2013 Page 22 2.3 Assets As indicated in the Competitive Assessment Evaluation, Chula Vista has key assets that directly relate to the location decision factors. Properties  Availability of affordable / comparable land and buildings relative to other areas of the County.  Extensive undeveloped land in eastern Chula Vista, south of Olympic Parkway. The Millenia, UPID, and University Village developments, and the surrounding master plan proposals, represent an opportunity to develop mixed-use, “new town” communities comprising both employment and residential uses.  Potential for significant new catalysts for employment recruitment with development of the Bayfront Master Plan and the proposed university.  Olympic Training Center is an underutilized asset, it could be a catalyst to draw sports innovation manufacturers or other wellness entities to increase visitors. Workforce  Employer perceptions of a quality labor force in Chula Vista / South County.  Access to labor force from Tijuana.  Semi and skilled workforce, dedicated and low turn-over.  Lower wage workers with manufacturing experience.  Significant commuting workforce, which may have technical skills, and be interested in working closer to home.  Southwestern College and Career Technical Education (CTE). Location  Chula Vista location is one of its strongest assets. Chula Vista  Competitive Location Assessment  August 2013 Page 23  Proximity to Tijuana – their cluster development and growth in the advanced manufacturing field – Aerospace, Automotive, Medical, and Electronics.  Existing cross-border locations of Chula Vista companies.  Tijuana’s positioning and aggressive recruitment for near-shoring in key cluster segments.  Ability for Chula Vista to offer Headquarters, R&D, Sales and Administration locations to companies with manufacturing in Tijuana.  Mexico proximity benefits other goods and services businesses / markets serving the population. Transportation  Extensive freeway / toll road access, including Interstates 5 and 805 and State Routes 54, 125 and 905. Much of the City’s older industrial uses are concentrated in the Interstate 5 corridor, which provides a key link between the border and Downtown San Diego. Existing Cluster Strength  Existing concentrations of manufacturing and aerospace employers. The South Suburban MSA, which includes Chula Vista, contains 10-20% of the County’s employment in each of the following traded industry clusters: Advanced Precision Manufacturing (17.6%), Apparel Manufacturing (13.5%), Bi-National Location A competitive advantage – an asset that is valuable, rare, and hard to duplicate. Chula Vista  Competitive Location Assessment  August 2013 Page 24 and Aerospace, Navigation, and Maritime Technology (11.6%). [2010 data, SANDAG, December 2012]. Business Climate  Vision for the future as demonstrated with Bayfront Master Plan and University Park and Innovation District.  Council is educated and pro-business.  City staff / senior management experienced, capable, and professional.  Sustainability reputation. Business Costs  Lower costs of doing business due to Enterprise Zone incentive.  Workforce housing while offering executive housing, high quality amenities, and open space. Research, Innovation & Knowledge  Within close proximity to major research institutes throughout San Diego region, well known throughout the US.  Plans for recruitment of University and / or technology institutes. Incentives  The Enterprise Zone provides some of the only incentives available with the demise of Redevelopment, so this becomes highly significant to new and expanding businesses to reduce state liability taxes.  Customized training through Southwestern College can also be a significant savings to business during their start-up and / or expansion.  Assistance with reducing utility costs by utilizing renewable energy and / or energy efficient technology. Quality of Life  Overall quality of life and community amenities, particularly in newer communities in eastern Chula Vista.  Range of housing diversity and affordability.  Quality schools and career pathway educational opportunities. “Momentum is building behind big projects that could transform Chula Vista from a bedroom community into the world-class destination for recreation, retail, and work” Mayor Cheryl Cox, 2013 Annual State of the City Address Chula Vista  Competitive Location Assessment  August 2013 Page 25  According to SCEDC’s recent Manufacturing Sector Report, 84% of the manufacturers are pleased with their current locations, citing historical presence, family ties, customers and suppliers located nearby, and quality of life as key reasons.5 5 Source: South County EDC, Manufacturing Sector Report, June 2012 Chula Vista  Competitive Location Assessment  August 2013 Page 26 2.4 Challenges & Constraints The following challenges and constraints will affect the implementation of a marketing and recruitment initiative, most are within the control of the City, and can be overcome in time.  Inability to deliver major industrial sites for new users within 6-12 months. The City’s plans designate extensive employment land, but much of it is raw land, lacking entitlements, infrastructure, and graded pads – ready-to-go sites.  Dispersal of industrial uses throughout various sectors of the City, without clear district identities, consistent public improvements, concentrations of synergistic employment uses, and availability of supporting amenities. The one exception is the Eastlake Business Park which is located in close proximity to numerous shopping, dining, and service outlets.  Eastlake was a quality location for small industrial / assembly type operations until non-conforming uses located within the vacant space. During the assessment, this was one of the few (only) locations where a company could construct a building on a Greenfield site. But, due to non-conforming uses throughout the park this location would be downgraded by most consultant / companies as a viable location for a light industrial operation.  Difficulty in competing for employment uses with huge inventory / development potential and low values / rental rates in Otay Mesa. Additionally, Otay Mesa offers more permissive industrial zoning, state-of-the- art flex buildings, no conflicts with residential uses, room for expansion, and excellent access via I-5 / SR 905 (no toll road). SANDAG projects an increase in Otay Mesa employment from 14,360 in 2008 to 51,110 in 2050.  Lack of catalysts such as universities, research institutes, and existing employment clusters currently found in North / Central County, e.g., UCSD, USD, and SDSU; Salk Institute, Scripps Research Institute, and Sanford Burnham Institute; etc.  Lack of reinvestment in older industrial areas, i.e., Interstate 5 corridor (Bay Boulevard / L Street) and western portion of Main Street.  Lack of good documentation on labor force, skills available, wage and salary survey.  Impact fees and connection fees are high compared to the rest of the region and are a disincentive for new locations. Chula Vista  Competitive Location Assessment  August 2013 Page 27  Border crossing delays, important infrastructure to the growth in industry clusters on both sides of the border.  Some concern from those interviewed regarding rail and telecommunications services.  Rail is not a major factor to the target industry clusters identified. Rail appears to be important to industries in Mexico and possibly Otay Mesa. If rail became a critical factor to an existing company, such as, ITC, it should be identified for solution. At this time infrastructure investment should be made for “ready- to-go” sites.  One company interviewed indicated there was not sufficient fiber for a data center. However, for the industry target clusters, T1 should be sufficient. Assume new development should be developed with the latest telecommunications fiber.  Perceptions, not always reality, but red flags for marketing and promotion to change perceptions particularly within the region:  Perception of extensive time for permitting (noted from interviews and survey).  Perception of the South Bay as a tertiary market for employment uses within San Diego County.  Perception of lack of employers / jobs in the South Suburban MSA, which includes Chula Vista, within the important traded industry clusters of Biotechnology and Pharmaceuticals, and Information and Communications Technology (ICT). The South Suburban MSA also contains a relatively small share of the County’s Entertainment and Hospitality cluster (6.5% of jobs). [2010 data, SANDAG, December 2012]  Perception there is limited supply of executive housing and associated lifestyle amenities. The County’s high-paying and high tech jobs are generally concentrated in the North / Central County. These areas offer desirable communities with a broad range of executive housing, high-performing school districts, and access to natural amenities including the beach. By contrast, it is perceived most Chula Vista home prices are concentrated in entry level / median range. Employers located in the Central County (for example, Kearny Mesa) can conveniently draw both North County executives and the South Bay work force. Chula Vista  Competitive Location Assessment  August 2013 Page 28  Utility rates are comparable to the region. However, they are high compared to other southwestern locations which for an energy-intensive company may be a disincentive (not within the control of the City).  A constraint not within the City’s control is location in California, i.e. higher costs and higher taxes. Recommendations CLIENT Chula Vista  Competitive Location Assessment  August 2013 Page 30 3.0 Recommendations Recommendations are based on the project findings and focused on moving Chula Vista from “good to great” as it relates to being competitive for business locations. The City is currently constrained with limited “shovel-ready” sites in quality business- park environments. This is a readiness priority and plans should be put in place to have sites ready within the foreseeable future. Competitiveness recommendations include:  Project Development, Policies & Practices  Real Estate Readiness  Positioning From a business attraction/recruitment perspective, now is the time to be marketing and calling on prospective businesses. Location decisions from the time of first contact to decision will typically range from 18-36 months which is well within the range of Chula Vista having “shovel-ready” properties. Go-to-Market recommendations for business retention, expansion and attraction include:  Packaging  Marketing, Communications and Prospecting Recommendation 1.0: Project Development, Policies & Practices The City has done an exceptional job in planning and visioning for the future. As the economy begins to return, the Project Team recommends the City stay focused on the Vision, General Plan and the transformational goals it has put in place as well as addressing policies that will strengthen the long-term competitiveness for significant development and expansion of new, high quality employment uses in Chula Vista: 1.1 Implementation, e.g., groundbreaking of one or more major new mixed-use developments on the East Side. 1.2 Agreement with a university for development of at least an initial phase campus within the UPID. HomeFed is leading the planning and recruitment effort, with assistance from planners Ayers Saint Gross and U3 Ventures. The City and HomeFed should also consider alternatives to a four-year university, such as vocational schools, institutes, research centers, etc. 1.3 Feasibility study, financing plan, and timeline for completion of Main Street/Rock Mountain/Hunte Parkway. Completion of this corridor from I-805 to SR 125 is an essential link both for accessibility and marketing sites in the southern portion of Otay Ranch. Chula Vista  Competitive Location Assessment  August 2013 Page 31 1.4 Continue progress on implementation of the Bayfront Master Plan. 1.5 Protect and preserve business park and industrial zoning. There has been a trend to allow, through Conditional Use Permits, family/consumer focused commercial in light industrial and industrial zoned areas. As noted in the evaluation by Site Consultant Frank Spano, “Eastlake was a quality location for small industrial / assembly type operations until non-conforming uses located within the vacant space. This was one of the few (only) locations were a company could construct a building on a Greenfield site. BUT, due to non-conforming uses throughout the park this location would be downgraded by most consultant/companies as a viable location for a light industrial operation.” 1.6 A “red flag” item is length of time for permitting and should be addressed in the short term. The City does have an “expedited” process for permitting priority business opportunities; however, there still remains to be a perception that the permitting process is difficult and lengthy. This, whether reality or perception, must be documented in sales packages with case studies where projects have been fast-tracked – with a goal of demonstrating permitting can be completed within six months (ready-to-go property). This should also be an item of discussion with brokers. 1.7 Permitting fees and up-front connections fees appear to be high and higher compared to other areas in the region. This could be a disincentive for those businesses looking to locate who are trying to reduce their upfront costs. Fees should be in line with other areas in the region, documented as such when showing to a prospect. 1.8 The key incentive for companies seeking location is the Enterprise Zone Tax Credit (sales and employee credits) that reduces a company’s state liability tax. There are other incentives such as Foreign Trade Zone and Recycling Market Development Zone but those will be used on a case by case basis. A draft Local Business and Jobs Investment Policy prepared in July 2012 is an excellent start on a local package. Incentive packages should focus on reducing any fees, or deferral of fees, that could become a disincentive to any investment. Most companies with large investments will be looking for incentive opportunities to reduce upfront costs. 1.9 Work with City-owned as well as privately-controlled utility / infrastructure departments to coordinate a “Team-Approach” in securing information and presenting the information to site selectors and companies interested in Chula Vista. Prior to launching any recruitment plan, review with all parties 1) industry targets, 2) high level information needed for sales packages and proposals and 3) Chula Vista  Competitive Location Assessment  August 2013 Page 32 the marketing/recruitment plan and schedule so they can be prepared to answer questions for prospects contacted by the City. When Chula Vista Economic Development requests information from energy or telecommunications, there should be an agreement that the company will get the information back in a timely manner. Recommendation 2.0: Real Estate Preparedness As noted in Phase I Corporate Location Assessment, lack of “shovel-ready” land is Chula Vista’s major weakness. The following are recommended as key near-term (five years) actions steps from a land use/real estate perspective in support of the City’s goal of attracting high quality employment: 2.1 Complete land use and zoning designations for the remaining Otay Ranch villages. These planning processes are currently underway at the same time that the City and HomeFed Corporation are working on planning and recruitment for the proposed university at UPID. As the City and its development partners complete each successive planning process and initiate new developments, there is an opportunity to publicize and market the City’s changing land use pattern. 2.2 Define site constraints and development potential for the 85-acre portion of the University Park and Innovation District, so that marketing efforts can commence now, rather than waiting for the university. 2.3 Bring online within the next 18-36 months, several “shovel-ready” sites demonstrating that planning, zoning, surveys, title work environmental studies, soils analysis and public infrastructure engineering has been completed. If feasible, to make the shovel-ready site more competitive bring the public infrastructure to the site – all utilities including high-speed broadband access (from a business perspective this will save time and money in the upfront development process). 2.4 As noted in Recommendation 1.5, put in place systems to protect and preserve the zoning for the high quality employment uses. Chula Vista  Competitive Location Assessment  August 2013 Page 33 2.5 Identify a site for an Advanced Manufacturing facility of 100,000 sq. ft. or more.  Employ between 50 to 100 workers,  Typically pay average wages based on skill sets and a complete fringe benefit package,  Building as small as 30,000 and as large as 100,000 SF (would consider a multi-tenant lease type building, especially for those companies only needing 50,000 SF and under),  For a 100,000 SF building, a company would want at least 10 acres,  Must have a site large enough and with separate entrances for employees / visitors and for truck traffic,  Prefer a 5-year lease with provisions to extend lease for additional 3 to 5 years,  Investment around $8.0 to $12.0 million but for larger users around 100,000 SF could be as high as $20.0 million,  Companies will want a controlled, attractive, and planned light industrial park with compatible existing industrial uses,  A good “pad-ready” site would be great – level site, permitted for industrial uses, building height of at least 40 feet, all utilities at site including 10-12 inch water / sewer, 4 inch natural gas, good access to electric power substation, telecommunications in place in park,  Within 5 miles of interstate highways, good 4-lane roadways,  Cannot be adjacent to residential neighborhoods also away from retail and heavy commercial areas,  Incentives could include assistance with CV’s huge start-up costs including community impact fees / utility impact fees. 2.6 Identify City-supported financing strategies and mechanisms available to land developers and builders to assist with site preparation and infrastructure needed for new industrial uses. Many older industrial uses on the West Side are in need of rehabilitation or teardown/new construction. In the absence of redevelopment funding, the City needs to work with property owners and businesses to identify optimal financing approaches to support reinvestment in these areas. 2.7 Assist property owners in branding industrial sub-areas on both the West Side and East Side. “Chula Vista is positioned for smaller-type operations that need to be located within the San Diego metro area, but could be competitive for the larger (100,000 SF) – they will be competing with surrounding communities and the only way to effectively compete is to have “shovel and pad ready” sites.” Frank Spano, Managing Director The Austin Consulting (Site Selection Consultants) Chula Vista  Competitive Location Assessment  August 2013 Page 34 2.8 The City should work with property owners and other district representatives to create stronger district identities, including geographic boundaries, building profiles, tenant mix, and principal strengths and weaknesses. These identities can be used to prioritize public improvements, marketing programs and tenant recruitment efforts. 2.9 Identify opportunities for incubator or “accelerator” space with developers, building owners and/or current businesses with surplus space. 2.10 The ambitious plans for the City’s Bayfront and East Side are difficult to grasp in the abstract. As plans are approved, and new developments initiated, the City and its partners should pro-actively market its readiness for new development, identifying both the opportunities for developers and the City’s requirements. This would likely take the form of a continued concerted outreach effort through channels such as NAIOP, BOMA, ULI, BIA, UCSD Connect, broker caravans, etc. 2.11 “Place making” will continue to be important. Major employers are increasingly concerned about quality of life issues for their employees, as well as economic and environmental sustainability. The creation and enhancement of “24/7” mixed- use environments that accommodate “live/work/play” is an essential economic development tool. The City is aggressively pursuing new mixed-used developments with place making amenities, such as Millenia, University Park and Innovation District, University Village on the East Side and the Bayfront Master Plan and should continue to do so. Chula Vista  Competitive Location Assessment  August 2013 Page 35 Recommendation 3.0: Positioning Chula Vista’s bi-national location is an under-utilized, unique and rare asset. Locating companies in California is a challenge at best given the state’s reputation, regulatory climate and tax structure and puts Chula Vista in direct competition with other southwestern states which, on a comparative basis, have a lower cost structure. What is distinctly unique that differentiates Chula Vista is the proximity to Tijuana, the connectivity to San Diego’s resources and educational institutions as well as a multinational residence base. Chula Vista offers a quality location for headquarters, sales, research/development and high tech testing with the cross-border manufacturing opportunity. Chula Vista  Competitive Location Assessment  August 2013 Page 36 The following are recommendations to strengthen this unique bi-national position and opportunity to collaborate with Mexico/Tijuana on creating a dynamic International Gateway and utilizing the advanced manufacturing strength to position for additional recognition in this field: 3.1 Join and be a key player in the Cali-Baja Mega-Region Initiative. Chula Vista needs to be at the table. 3.2 Join and participate with CONNECT, particularly as it relates to Advanced Manufacturing initiatives and Sports Innovation Clusters. 3.3 Chula Vista is well positioned to be an Advanced Manufacturing Hub linked to education and training (University Park and Innovation District). There is much discussion about potential federal/state funding for an Advanced Manufacturing Center in the US and California. Participate with San Diego State, CONNECT and other organizations in the discussion and plans for competing for a federally designated Advanced Manufacturing Center. This is a short-term opportunity, for the long-term continue to build the Advanced Manufacturing Hub. 3.4 Chula Vista should begin meetings and develop a stronger working relationship with Tijuana EDC. Chula Vista and Tijuana can benefit from a collaborative economic development approach, particularly in attracting foreign direct investment (FDI). Beneficial synergies include: 1) Agreement to assist with location packages for Mexican companies seeking to have a US presence but needing to remain close to the border; 2) Chula Vista and Tijuana share industry clusters, particularly in the advanced manufacturing fields. This synergistic relationship creates a unique selling proposition and positions both as a world-class advanced manufacturing hub; 3) Collaborate and leverage recruitment activities to attract manufacturing to Mexico from China or India (near-shoring) who also desire to have a regional headquarters nearby, but in the United States, a benefit to both and a stronger marketing package to the prospective company; 4) Working together identify assets that each can bring to the marketing package to make a stronger value proposition for businesses, such as, proximity to educational and research institutions; 5) Reach the global economy as an International Gateway. Chula Vista  Competitive Location Assessment  August 2013 Page 37 Recommendation 4.0: Packaging As noted in Phase I Competitive Location Assessment quality location decision information and marketing collateral is a weakness. Existing available data sources are highly fractured and disjointed, generating confusion and lack of awareness among potential users and clients. Resources, beyond staff time, will be needed to complete Packaging recommendations: 4.1 Compile a single inventory database and user-friendly map identifying all existing and planned industrial areas within the City, applicable zoning, major property owner/broker contacts, and probable timing of delivery. Chula Vista  Competitive Location Assessment  August 2013 Page 38 4.2 Collateral materials to support marketing and business attraction include: 1) Map booklet/brochure; 2) City-wide Street Map; 3) Power Point Presentation; 4) Update Website focused on Chula Vista’s value proposition as a premier location for business and industry; 5) Sales package (aka business cases) for each target industry that presents a value proposition of why that industry is a fit for a Chula Vista location. 4.3 Prepare Data set files (12) that provide detailed information on Chula Vista, including market access, business overview, labor, real estate, utilities, permitting, transportation, government services, incentives, and quality of life. 4.4 Labor, workforce, and commuter data is weak and is a key location factor. Chula Vista has unique proximity to the UC-State systems which is one component of the workforce, typically the engineering. There needs to be a stronger workforce training alliance / coalition to meet the other needs (vocational) of manufacturers, particularly advanced manufacturers. There also needs to be better documentation of the existing labor base, which may require a labor force study/analysis completed if the data cannot be gathered by local agencies to meet the needs of business. Reports & Background Research CLIENT Chula Vista  Competitive Location Assessment  August 2013 Page 40 4.0 Reports & Background Research Title Author Date 2007-08 San Diego County Fee Survey Sandag 2008 America’s 2 Systems of Innovation: Recommendations for Policy Changes to Support Innovation, Production & Job Creation Dan Breznitz & Pete Cowhey Feb. 2012 HomeFed ENA UPID City Council, Agenda Statement Dec 2012 IEDC Resource Agencies to Explore IEDC 2013 Inclusion: The Missing Link in Economic Competitiveness – online article Forbes.com Rebecca O. Bagley, Contributor to Forbes Aug. 2012 Is US Manufacturing Coming Back? online article from Inbound Logistics Lisa Harrington Aug. 2011 Local Leadership Key in Inclusive Economic Competitiveness – online article from Forbes.com Rebecca O. Bagley, Contributor to Forbes Feb. 2013 Nearshoring Strategy will Boost US Manufacturing Jobs – online article from MRFTech.com Dr. Chris Kuehl, Economic Analyst Oct. 2011 Offshoring? Reshoring? Nearshoring? How Will Global Mobility Change in the next 10 Years Grabel 2013 Palomar Gateway District Market Study Gafcon, Inc. Sept. 2011 San Diego Innovation Assets Report CONNECT Dec. 2011 Showcasing: City of Chula Vista, online profile from Clean TECH San Diego Clean TECH San Diego Mar. 2013 South & East County Comprehensive Economic Development Study Chabin Concepts Jun. 2011 Southwestern College Educational Master Plan Southwestern College Mar. 2012 Strengthening the link Between Industry and University Research – online article from Forbes.com Rebecca O. Bagley, Contributor to Forbes Jul. 2012 Strengthening the link Between Industry and University Research, Part 2 – online article from Forbes.com Rebecca O. Bagley, Contributor to Forbes Aug. 2012 Urban Core Specific Plan RRM Design Group Apr. 2007 Chula Vista  Competitive Location Assessment  August 2013 Page 41 4.1 Appendix 1. KMA Real Estate Market Conditions 2. Austin Consulting Site Location Observations –Project Galaxy RFI –Site & Building Questionnaires –Utility Questionnaire 3. Stakeholder Business Climate Survey Chula Vista  Competitive Location Assessment  August 2013 Page 42 4.2 Limiting Conditions 1. Purpose of this report was to identify strength and weakness based on company location criteria and identifies best fit targets based on assets and opportunities. 2. The analysis contained in this document is based, in part, on data from secondary sources such as state and local government, planning agencies, real estate brokers, and other third parties. While Project Team believes that these sources are reliable, we cannot guarantee their accuracy. 3. The analysis assumes that neither the local nor national economy will experience a major recession. If an unforeseen change occurs in the economy, the conclusions contained herein may no longer be valid. 4. The findings are based on economic rather than political considerations. Therefore, they should be construed neither as a representation nor opinion that government approvals for development can be secured. 5. Market feasibility is not equivalent to financial feasibility; other factors apart from the level of demand for a land use are of crucial importance in determining feasibility. These factors include the cost of acquiring sites, relocation burdens, traffic impacts, remediation of toxics (if any), and mitigation measures required through the approval process. 6. Development opportunities are assumed to be achievable during the specified time frame. A change in development schedule requires that the conclusions contained herein be reviewed for validity. 7. The analysis, opinions, recommendations, and conclusions of this document are KMA's informed judgment based on market and economic conditions as of the date of this report. Due to the volatility of market conditions and complex dynamics influencing the economic conditions of the building and development industry, conclusions and recommended actions contained herein should not be relied upon as sole input for final business decisions regarding current and future development and planning. Chula Vista  Competitive Location Assessment  August 2013 Page 43 4.3 Chula Vista Business Cluster Analysis – Project Team Audrey Taylor, President & CEO, Chabin Concepts Audrey founded Chabin after 10 years in the Economic Development field. Chabin Concepts has been advising local communities, counties, regional economic development organizations, and even states on their economic development programs and policies since 1988. Chabin uses a team approach to research a community’s competitiveness (strength, weaknesses and opportunities), and then focusing on assets identifies “best fit targets” and delivers a customized go-to-market strategy for the community. Sarah Murley, Co-Founding Partner, Applied Economics Sarah is a co-founding partner of Applied Economics. Sarah has conducted economic base analyses, business climate assessments, target industry analyses, supplier identification strategies, occupational assessments and labor market analyses, and community improvement plans for numerous cities, counties, and economic development agencies. Frank Spano, Managing Director, Austin Consulting Frank is responsible for managing and directing all operations of Austin Consulting. Austin Consulting is the location strategy consulting division of The Austin Company, an industry leader in assisting corporate client in developing national and global location strategies, relating to community and site selection, incentive negotiations and property due diligence for manufacturing plants, distribution facilities, R&D, services centers, data centers and offices. Austin has completed over 1,700 consulting assignments. Paul C. Marra, Senior Principal, Keyser Marston Associates, Inc. Paul is a senior principal with Keyser Marston Associates, Inc. in the San Diego office. He has over 25 years experience in real estate market and financial evaluation, fiscal and economic impact assessments, and public/private partnerships. Daniel Silverman, V.P., Business Development, Research on Investment ROI, Research On Investment, is a specialized market research firm that produces validated lead generation services based on originally sourced intelligence. ROI monitors the trajectory of corporate investment by proactively gathering and analyzing market intelligence on areas such as industry trends, investment trends, and specific businesses across a multitude of geographic locations and industrial sectors. The ROI service is unique because proprietary research methodologies are directly related to a fundamental understanding of the corporate investment and site selection process. Chula Vista  Competitive Location Assessment  August 2013 CLIENT Chabin Concepts 2515 Ceanothus Ave, Ste 100 Chico, CA 95973 (530) 345-0364 www.chabinconcepts.com Applied Economics 11209 N. Tatum Blvd, Ste 225 Phoenix, AZ 85028 (602) 765-2400 www.appliedeconomics.net Austin Consulting 6095 Parkland Blvd Cleveland, Ohio 44121-4186 (440) 544-2617 www.theaustinconsulting.com Keyser Marston Associates, Inc. 1660 Hotel Circle North, Suite 716 San Diego, CA 92108 (619) 718-9500 www.keysermarston.com Research On Investment (ROI) 6300 Du Parc Avenue, Suite 309 Montreal, Quebec H2V 4H8 (514) 495-5231 www.roivision.com