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HomeMy WebLinkAboutCAO-14-045 - EDIF Impact Analysis REPORT TO: Committee of the Whole DATE OF MEETING: November 17, 2014 SUBMITTED BY: Rod Regier, Executive Director, Economic Development, 519-741-2200 ext. 7506 PREPARED BY: Janette MacDonald, Economic Development Analyst, 519-741-2200 ext. 7760 WARD (S) INVOLVED: All DATE OF REPORT: November 10, 2014 REPORT NO.: CAO-14-045 SUBJECT: Expression of Interest E14-064 [Consultant Service — Impact Analysis of the Economic Development Investment Fund (EDIF)] ___________________________________________________________________________ RECOMMENDATION: That no further action be taken regarding Consultant Service – Impact Analysis of the Economic Development Investment Fund. BACKGROUND: As part of the 2014 budget deliberations, issue paper BD-07 identified that the 10-year investment time frame of EDIF has concluded, with funds fully allocated, making this an appropriate time to initiate an external review of the impact of EDIF. On Monday, August 24, 2014 Council was presented with report FCS-14-156 regarding Expression of Interest E14 -064 — Consultant Services — Impact Analysis of the Economic Development Investment Fund ( EDIF), with a recommendation to award the contract to HDR Decision Economics, Toronto, Ontario at their estimated fee of $71,000, plus H.S.T. of $9,230, for a total of $80,230. Council requested that the scope and fee estimate be reduced. On September 15, 2014 Council was presented with report FCS-14-168 with a revised cost estimate from HDR Decision Economics, reducing scope and cost to $60,000, plus H.S.T. of $7,800, for a total of $67,800. Council directed that no action be taken with respect to the expression of interest, and directed staff to report back regarding the possibility of having Wilfrid Laurier University and/or the University of Waterloo assist with determining the impact of EDIF. 8.e. - 1 REPORT: In 2010 staff partnered with the Laurier Centre for Economic Research and Policy Analysis (LCERPA) to arrange for an academic review of the methodology used by staff in preparing the 2009 Economic Impact Analysis of EDIF. The recommendations from the academic panel were implemented where possible. In consultation with local faculty in economics, two possible additional approaches for academic collaboration were identified; however, neither option appears to be feasible at this point in time. Option 1: Find an interested academic who is willing to pursue a research project with the help of graduate research assistants. The City of Kitchener will still pay for the research, but potentially at a lower cost compared to consultant fees. Unfortunately, this approach is not appropriate for this particular research project as there are almost no local academics specializing in economic impact assessments. University of Waterloo faculty primarily specialize in public finance, monetary economics, natural resources, labour and industrial organization. Similarly, WLU economists primarily teach micro, macro, public and development economics. Only one local professor has the background for this type of analysis. This academic was offered the opportunity to participate as a paid consultant, but did not provide an expression of interest. Option 2: Extract a component of the terms of reference to create a modular project for students to pursue under the supervision of an academic advisor. This requires selecting a more general research topic that aligns with the capabilities of local faculty and students. For example, a student could conduct a survey of stakeholders to explore the relationship between EDIF investments and firm decisions to locate/expand/invest in the region. This approach still requires finding students/faculty willing to take on the assignment, which is not guaranteed. Further, it would not be possible to produce an estimate of the aggregate impact of EDIF, which was the primary goal stated in the terms of reference for this project. Instead this approach would refine a component of the existing analysis, which would add little value to the analysis and would still need to be funded by the City. During the next year staff resources are required for the development of the KEDS 2015. Therefore it would be difficult to allocate staff time toward reconstructing the project design and co-ordinating student-led research. ALIGNMENT WITH CITY OF KITCHENER STRATEGIC PLAN: Theme: Financial Management Strategic Direction: Ensure responsible use of public funds within a supportive policy framework. FINANCIAL IMPLICATIONS: The net estimated cost for Expression of Interest E14-064 was $61,056.00 to be paid out of the Economic Development Reserve. The recommendation to defer the project means that the funds will remain in the reserve fund. 8.e. - 2 COMMUNITY ENGAGEMENT: N/A ACKNOWLEDGED BY: Jeff Willmer, CAO 8.e. - 3