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HomeMy WebLinkAbout05. 183136-Report-08-14-19 Revised Report Economic Value & Community Benefits of Resident Housing Investment Prepared for: Vail Local Housing Authority Prepared by: Economic & Planning Systems, Inc. EPS #183136 August 14, 2019 Table of Contents Executive Summary ............................................................................................ 1 1. Background ............................................................................................................ 1 Methodology ...................................................................................................... 5 2. Data Sources .......................................................................................................... 5 Assumptions .......................................................................................................... 7 Economic Context ............................................................................................. 10 3. Findings .......................................................................................................... 12 4. Return Metrics ...................................................................................................... 12 Community Benefits ............................................................................................. 14 Economic Value ................................................................................................... 18 Opportunity Costs ................................................................................................ 20 Appendix ......................................................................................................... 22 5. Terminology ......................................................................................................... 22 List of Tables Table 1. Vail InDEED Summary ..................................................................................... 7 Table 2. Population Trends, Town of Vail Capture ........................................................... 10 Table 3. Housing Unit Trends, Town of Vail Capture ....................................................... 10 Table 4. Employment Trends, Town of Vail Capture ........................................................ 11 Table 5. Return on Investment .................................................................................... 12 Table 6. Investment Multiplier ..................................................................................... 13 Table 7. Value of Time ............................................................................................... 14 Table 8. Reduction in Carbon Emissions ........................................................................ 15 Table 9. Environmental Impact ................................................................................... 15 Table 10. Value of Volunteerism .................................................................................... 16 Table 11. Schools Impact ............................................................................................. 16 Table 12. Expansion of Total Spending in Vail Economy .................................................... 18 Table 13. Expansion of Total Spending in Vail Economy .................................................... 19 Table 14. Parking Impact ............................................................................................. 20 Table 15. Worker Turnover Costs .................................................................................. 21 Table 16. Daytime Spending ........................................................................................ 23 Table 17. Resident Housing Household Spending ............................................................. 23 Table 18. Commute Detail ............................................................................................ 24 List of Figures Figure 1. Town of Vail & Eagle Valley Employment Trends ................................................ 11 Economic & Planning Systems 183136-Report-08-14-19 1 Executive Summary 1. Background The Town of Vail has made significant financial investments in resident housing over many decades. Such investments are rooted in an awareness that affordability and availability of housing for residents and the workforce benefit the broader Vail economy, business community, the overall community character, and the quality of the guest experience. One of Vail’s more innovation and effective investment strategies has been deed- restriction acquisitions, in which the Town appropriates funds annually to ensure that homes are available for residents and the workforce. A new deed restriction purchase program, called Vail InDEED, was recently created to ensure Vail meets its 2027 Vail Housing 2027 Strategic Plan goal of acquiring 1,000 additional resident housing unit deed restrictions by the year 2027. In times of competing community investment priorities and alternatives, it is important that the benefits of resident housing investment are quantified and understood by the community and its leadership. For this purpose, the Vail Local Housing Authority (VLHA) contracted with Economic & Planning Systems (EPS) to quantify the economic value and community benefits of resident housing investment on the local economy and community. Each investment in one resident housing unit generates an annual return as well as provides economic benefit. #1 - The direct return back to the Town of Vail from an investment of $65,000 in one unit of housing is $3,239 in the form of local sales tax and revenue for local students. The annual return on investment to the Town is 5 percent of the initial investment. #2 - Nearly $312,500 is provided from one unit in the form of community benefits, economic value, and opportunity costs to the community as a whole. This return to the community is more than four times the initial investment by the Town, resulting in an investment multiplier of 4.81X. Economic Value & Community Benefits of Resident Housing Investment 2 Metrics At the root of the Town’s resident housing investment policies, deed restricted homes ensure that year-round residents can live and work locally, which ripples through the economy and reinforces the stability of other sectors of the economy. It impacts the character of the community through greater potential civic/resident engagement and presence of school-aged children. It also improves the quality of the guest experience. In this analysis, these and other elements are presented collectively and stated in terms of the following broader metrics: The annual economic value of an investment in 100 units of resident housing ($6.5 million) is: • $18.1 million as a result of an increase in filled positions, • $2.6 million in increased local household spending, and • $116,000 in new local sales tax revenue. The annual community benefits of an investment in 100 units of resident housing ($6.5 million) include: • the elimination of over 40,000 commute hours resulting in $825,000 in the value of time savings, • a reduction of 845 metric tons of carbon emissions (MTCO2e), • $207,000 in State of Colorado revenue in the form of back-fill for 26 school- aged children, and • $1.2 million in volunteer labor. Economic & Planning Systems 3 The annual opportunity cost of an investment in 100 units of resident housing ($6.5 million) is: • $11.3 million in avoided construction cost for 113 parking spaces and • $841,000 in saved costs to businesses for worker turnover, training, and lost productivity. THIS PAGE INTENTIONALLY LEFT BLANK Economic & Planning Systems 5 Methodology 2. As noted in the introduction, this approach encompasses three main components of economic value and community benefit: the economic value; the community benefits; and the opportunity costs. This section outlines the data and assumptions for the analysis. Data Sources A variety of primary and secondary data sources were used in the analysis. Research and interviews also supplemented the quantitative and qualitative elements of the analysis. The following sources were essential to the construction of the methodology: • U.S. Census Longitudinal Employee Household Dynamics. Prevalence of in-commuting workforce to Vail. • Colorado Department of Labor & Employment, Quarterly Census of Employment & Wages. Number of jobs by industry for Vail. • Colorado Statewide Nonprofit Industry Survey, 2018. Nonprofit industry jobs in Eagle County’s workforce and the rate of per-capita volunteerism. • U.S. Bureau of Labor Statistics. Value of volunteerism per hour. • Colorado Department of Transportation. Aggregate vehicle miles travelled (VMT) in Eagle County. • U.S. Environmental Protection Agency. Calculations for estimating carbon emissions. • Eagle County Housing Study and Greater Roaring Fork Regional Resident & Employer Survey, 2018. For assumptions regarding rate of carpooling, persons per household, multiple job-holdings. • IMPLAN. Input-output data for Eagle County at the zip code level. Economic Value & Community Benefits of Resident Housing Investment 6 Types of Economic Impacts In terms of quantifiable economic contributions, metrics included in this analysis have been run through IMPLAN input-output modeling software. IMPLAN is structured to account for trade flows and industry profiles within the defined economic unit—in this case, the Town of Vail, as represented by the 81657 zip code. This type of modeling generates a trove of information, which when consolidated with other information, can be used to estimate the “multiplier effect” on an initial investment. Specifically, a multiplier effect is a ratio that characterizes the relationship between the total of successive rounds of spending resulting from an initial investment combined with the initial investment itself. For example, the multiplier in this analysis is calculated as the composite per-unit economic value and community benefit divided by the Town’s per-unit investment. There are also three layers of economic impacts. These layers are defined as they relate to Vail’s investment in resident housing: Economic Impact Terminology Direct Impacts are the dollar amounts of net new local resident spending and the net new economic activity related to greater number of filled positions. These dollar amounts refer to the first round of spending in an economy. Indirect Impacts are the dollar amounts associated with the business-to-business relationships, such as the real estate activity, the purchase of equipment, or the demand for professional services such as legal, financial and administrative services that may be procured in the process of meeting demand for a “direct” industry’s good or service. These are referred to as the second round of spending. Induced Impacts are activities resulting from the expenditures made by households of the direct and indirect industry jobs. They are typically retail and service-sector oriented impacts that are created by what is typically referred to as the third round of spending. Economic & Planning Systems 7 Assumptions There are two main layers of assumptions in this analysis: 1) the overarching investment goal on which the analysis is based; and 2) the underlying assumptions used to quantify relationships between, for example, the number of persons per housing unit or the rate of carpooling among all in-commuting workers. Resident Housing Investment Housing Targets As previously noted, the premise of this analysis is rooted in the Vail Housing 2027 Strategic Plan adopted goal of acquiring 1,000 additional resident housing unit deed restrictions by the year 2027. The goal means that the Town is targeting, on average, the acquisition of 100 deed restrictions units per year. Housing Investment Based on a detailed accounting of the most recent (116) deed restrictions placed on homes in Vail (between January 2017 and May 2019), data which were obtained from the VLHA, the Town invests an average of approximately $65,000 per unit. It is against this core assumption that the metrics of return on investment and the overall investment multiplier are calculated. Table 1. Vail InDEED Summary Vail InDEED Program Units Price per Deed 2019 (YTD May)11 $94,618 2018 40 $57,105 2017 65 $65,000 Total 116 $65,327 Source: Town of Vail; Economic & Planning Systems Economic Value & Community Benefits of Resident Housing Investment 8 Underlying Assumptions The following are additional assumptions that quantify the relationship between housing units and persons, local job-holdings, net new jobs, and carpooling. Jobs per Unit. Primary data collected locally and regionally indicate that there is an average of 2.2 jobs per household, meaning that 220 jobs would be represented by 100 households in 100 housing units. Vail Jobs. As mentioned previously, the Vail InDEED program requires that a property be occupied as a primary residence by individuals who work a minimum of 30 hours per week in Eagle County. Based on an annualized 40-hour work week, this could be approximated as 75 percent of income (and thus, employment) is originated in Eagle County. For purposes of this analysis, it is an aggregated assumption that 75 percent of job-holders in the resident housing units are working in Vail (165 jobs). Net New Jobs to Economy. The analysis also assumes that 75 percent of these Vail jobs held by occupants of resident housing units are net new to the economy (i.e. that they are filling unfilled positions or enabling employers to add new positions). This means that 124 of the 165 jobs are estimated to be new to economy, whereas the remainder of the 165 would have previously commuted in to their jobs in Vail. Carpooling. Primary data collected regionally indicates that an average of 9 percent of the total in-commuting workforce carpool. Economic & Planning Systems 9 Table 3. Housing Unit Trends, Town of Vail Capture Housing Unit Trends 2000 2010 2017 Total Δ % Capture 2000-17 Avon 2,557 3,615 4,052 1,495 17% Eagle 1,116 2,416 2,251 1,135 13% Eagle-Vail [1]1,482 1,482 1,482 0 0% Edwards 3,953 5,260 5,386 1,433 16% Gypsum 1,210 2,205 2,275 1,065 12% Red Cliff 122 141 123 1 0% Minturn 448 528 542 94 1% Vail 5,389 7,230 7,210 1,821 21% Unincorp. Eagle Valley 3,687 5,394 5,492 1,805 20% Eagle Valley[2]16,277 22,877 23,321 8,849 100% [1] Eagle-Vail did not appear on the 2010 decennial census as a CDP. Source: U.S. Census American Community Survey 5-year estimates; Economic & Planning Systems [2] Eagle Valley is defined as Eagle County less the Roaring Fork Valley (census tract 3.01 block groups 1-3 and tract 3.02 block group 2) Table 2. Population Trends, Town of Vail Capture Population Trends 2000 2010 2017 Total Δ % Capture 2000-17 Avon 5,561 6,447 6,503 942 9% Eagle 3,032 6,508 6,711 3,679 36% Eagle-Vail [1]2,887 2,887 2,887 0 0% Edwards 8,257 10,266 9,202 945 9% Gypsum 3,654 6,477 6,926 3,272 32% Red Cliff 289 267 297 8 0% Minturn 1,068 1,027 1,141 73 1% Vail 4,531 5,305 5,425 894 9% Unincorp. Eagle Valley 6,211 5,283 6,678 467 5% Eagle Valley 35,490 44,467 45,770 10,280 100% [1] Eagle-Vail did not appear on the 2010 decennial census as a CDP. Source: U.S. Census American Community Survey 5-year estimates; Economic & Planning Systems [2] Eagle Valley is defined as Eagle County less the Roaring Fork Valley (census tract 3.01 block groups 1-3 and tract 3.02 block group 2) Economic Context 3. This section of the report provides the economic context including population, housing unit, and employment trends for the Town of Vail in relation to Eagle County as a whole. Population Between 2000 and 2017, the Eagle Valley grew by a population of approximately 10,280, which translates to 605 residents per year. Total population reached 45,770 in 2017 (Table 2). In 2017, Vail represented approximately 12 percent of the Valley population, but had captured only 9 percent of the Valley’s population growth since 2000. Housing Units Growth in housing inventory in Vail outpaced population growth considerably (Table 3). By a factor of more than two to one, more than 1,800 housing units were added to the Town’s housing unit inventory, indicating that second homeownership comprised a majority of the ownership of the new inventory. Economic Value & Community Benefits of Resident Housing Investment 10 Employment In 2018, Vail had an estimated 8,400 wage and salary jobs (Table 4), accounting for 25 percent of the Valley’s total employment. Between 2001 and 2018, the Town added close to 1,300 jobs, capturing 30 percent of the Valley’s growth. The highest growth area in the valley took place in Avon/Beaver Creek, which captured 44 percent of the Valley’s new employment, and (as the definition indicates) includes two distinct commercial nodes of activity. As shown in the following graphic (Figure 1), employment levels in the Town of Vail remained fairly steady over the past two decades. Although employment contracted during the Great Recession (2007-09) for the Eagle Valley, which decreased by 14 percent (a loss of 3,800 jobs), Vail remained relatively steady. Figure 1. Town of Vail & Eagle Valley Employment Trends 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Town of Vail Eagle Valley Table 4. Employment Trends, Town of Vail Capture Employment Trends 2001 2010 2018 Total Δ % Capture 2001-18 Avon/Beaver Creek 7,571 7,589 9,457 1,886 44% Eagle 3,424 3,732 4,602 1,178 27% Eagle-Vail 50 81 110 60 1% Edwards 3,255 3,155 3,510 255 6% Gypsum 1,540 1,488 2,477 936 22% Minturn 520 406 485 -35 -1% Red Cliff 50 81 110 60 1% Vail 7,129 7,256 8,416 1,288 30% Eagle Valley 23,538 23,790 29,167 4,316 100% Source: QCEW; Economic & Planning Systems Economic & Planning Systems 11 Findings 4. There are two primary measurements of economic value and community benefits estimated in this analysis: 1) return on investment; and 2) investment multiplier. Return Metrics The initial investment of $65,000 per unit of resident housing yields magnitudes of more economic value and community benefit than alternatives such as persistent business cost of worker turnover and structured parking. Return on Investment (ROI) Although many of the broader metrics of benefit can be considered “returns on investment,” an ROI measured from the perspective of the investment of ‘public dollars in’ and ‘public dollars out’ captures the two most salient fiscal impacts. The annual returns on the initial investment are comprised of sales tax revenues flowing back to Vail annually and the State of Colorado’s per-unit student back-fill for the school-aged children living in resident housing is approximately $2,000 per year (see the following technical discussion for details on this calculation). This means that, calculated as a standard investment divided by its returns, the Town’s (public) return on investment is 5.0 percent. This aligns on the higher end with typical yields on governmental investment. Table 5. Return on Investment Return on Investment per-Unit Per-Unit Investment ROI Returns Annual Resident Household Spending Sales Taxes $1,165 Annual State per-Pupil Apportionment $2,074 Subtotal Returns $3,239 Investment ROI Return $3,239 Initial Investment $65,000 ROI 5.0% Source: Economic & Planning Systems Economic Value & Community Benefits of Resident Housing Investment 12 Investment Multiplier This metric accounts for the economic activity captured by direct, indirect, and induced spending. Examples of components within this metric include: a) the broader economic metrics such as the economic value (which includes taxable spending and the fiscal benefit) to Vail; b) community benefits; and c) the opportunity costs such as investing in parking annually to accommodate a similar level of employment growth as well as the ongoing costs to the business community of worker turnover and lost productivity. Taking into account each of these components, the net multiplier of the Town’s investment at $65,000 per unit is nearly five (5) times at 4.81X. In benefit-cost analysis (BCA), public entities are typically trying to achieve a multiplier of three (3) to five (5) times the initial investment. Table 6. Investment Multiplier Return on Investment per-Unit Per-Unit Investment Multiplier Economic Metrics Annual Expansion of Economy $181,122 Annual Net New Resident Household Taxable Spending $21,174 Annual Sales Tax Revenue Generation $1,165 Subtotal Economic Metrics (Net) [1]$181,122 Community Benefits Annual Household Value of Reduced Commute Time $8,249 Annual Per-Pupil State Backfill $2,074 Subtotal Community Metrics $10,323 Opportunity Cost Annual Cost of Worker Turnover -$8,410 Cost of Structured Parking -$112,613 Subtotal Opportunity Cost Metrics -$121,022 Investment Multiplier Composite Return $312,467 Initial Investment $65,000 Multiplier 4.81x Source: Economic & Planning Systems Y \Sh d\P j \DEN\183136 V il E i I f Aff d bl H i \M d l \[183136 C lid d E i I [Note 1]: The net new resident household taxable spending and associated sales tax revenue generation are displayed for informational purposes; they are, however, theoretically incorporated in the total annual expansion of the economy. Economic & Planning Systems 13 Table 7. Value of Time Value of Time Saved not Commuting Factor Value Total Jobs in Resident Housing 2.2 220 Vail Jobs in Resident Housing 75%165 Estimated Local Job-Cars 9%150 Commute Minutes per Year 2,426,101 Commute Hours per Year 40,435 Value of Time for Intercity Travel (2018)$20.40 Value of Time Saved not Commuting $824,874 Per-Unit $8,249 Source: LEHD on the Map; U.S. Department of Transportation; Economic & Planning Systems Community Benefits For each unit of resident housing, an estimated 400 hours of time and 950 gallons of gasoline are saved from shorter commutes every year—equating to greater business productivity and an opportunity for residents to give back to their community. Reduced Commute Times More than 40,000 annual commuting hours are avoided by an investment in 100 resident housing units. This equates to approximately $825,000 in value of time ($20.40 per hour of intercity travel). It should be noted that this benefit is capitalized within the expanded economy calculations shown earlier and not additive to the investment multiplier estimate. Economic Value & Community Benefits of Resident Housing Investment 14 Table 8. Reduction in Carbon Emissions Metric Tons of Carbon Monoxide Equivalency (MTCO2 e) All In- Commuters Resident Housing In- Commuters Average Distance Travelled 63.3 miles 29.6 miles # Commuters 3,276 150 Aggregate Vehicle Miles Travelled (VMT)414,586 8,882 Agg. VMT / Year 103,646,600 2,220,594 Aggregate MTCO2e 39,447 845 as % of All In-Commuters 2.1% Source: LEHD on the Map; Economic & Planning Systems Reduced Carbon Emissions The analysis of environmental impact assumes that fewer workers need to commute in to their jobs, decreasing distance traveled and reducing carbon emissions. It further assumes that a greater number of workers will utilize Vail’s free public transit. An analysis of the in-commuter distribution shows that the average one-way distance traveled to Vail is approximately 63 miles (Table 8). It is generally assumed that in-commuters living in closer proximity to Vail will account for larger shares of new occupants of resident housing. As such, it was assumed that the average distance traveled by new occupants of resident housing would have traveled 30 miles. Over the course of a year, this reduction in commute time totals more than 2.2 million miles and represents more than 2 percent of all vehicle miles traveled by in-commuters. As a result, overall carbon emissions are reduced in the Vail Valley by 845 metric tons (2 percent of total estimated Vail in-commuter carbon emissions). It means that in-commuters save more than 95,000 gallons of gasoline per year. This annual savings means that enough energy is saved to charge more than 107 million iPhones, and is equivalent to the air-scrubbing benefits of nearly 14,000 tree seedlings grown for more than 10 years. Table 9. Environmental Impact The Environment Value Equivalencies of Carbon Emissions Emissions Reduction (MTCO2e) from Shorter Commutes 845 Gallons of Gasoline Consumed (equivalent)95,083 Number of Smartphones Charged (equivalent)107,747,909 Tree Seedlings Grown for 10 Years (offset)13,972 Source: U.S. Environmental Protection Agency; Economic & Planning Systems Y \Sh d\P j \DEN\183136 V il E i I f Aff d bl H i \M d l \[183136 C lid d E i I N N Economic & Planning Systems 15 Table 10. Value of Volunteerism Value of Volunteerism Factor Value Total Resident Housing Units 100 Jobs per Unit 2.2 Total Jobs in Resident Housing 220 Estimated Volunteer Hours per Year 201 [1]44,118 Value of Volunteer Time (in CO)$28.02 Estimated Value of Volunteerism in Vail $1,236,200 Per-Unit $12,362 Source: Independent Sector; 2018 Colorado Nonprofit Survey; Economic & Planning Systems [1] Average annual hours of volunteering per year among nonprofits in a group of northwestern Colorado counties. Table 11. Schools Impact Student Generation Total Town of Vail - Students to Housing Units [1]0.26 Resident Housing Investment 100 Students Generated 26 Per Pupil Revenue (Eagle County Schools)$7,945 Eagle County School Revenue $207,449 Per-Unit $2,074 Source: Economic & Planning Systems [1] U.S. Census American Community Survey 5-Year Estimates Volunteerism In a typical community, a portion of residents volunteer their time to local nonprofits, including the health care industry, arts and entertainment, or other community-oriented and civic services. Using primary data from a statewide study of the nonprofit industry conducted in 2018, it is estimated that volunteerism among the population in resident housing could be as high as 200 hours per year. This would contribute more than $1.2 million in labor value to the nonprofit community in Vail (at $28.02 per hour of volunteer time). Schools An estimated 26 school- aged children are generated by the investment in 100 housing units, for which it is anticipated that the State of Colorado back-fills at a per-pupil rate of $7,945 for Eagle County. This would contribute more than $207,000 in revenues to Eagle County Schools annually. Economic Value & Community Benefits of Resident Housing Investment 16 Quality of Guest Experience There is direct linkage between the quality of the guest experience and the supply of local employees. As part of this study, a range of employers were interviewed across a variety of sectors. Those with a high level of interaction with guests, such as food and beverage or services establishments, noted that they are concerned about their ability to maintain a high quality level of service given limited staffing resources. In the case of one restaurant, it chose to close down seating sections to concentrate the available servers. From its perspective, the loss of revenue is a reasonable tradeoff, given the otherwise slow pace of operations. Other business owners commented that certain high-demand weeks, where the community is operating at both peak capacity and peak price point, the service can be the slowest. As Vail’s customer base evaluates its options, it may consider other destinations that can provide the service expected with Vail’s price point. The ability to deliver a high quality guest experience is directly correlated to Vail’s competitive position, not only among ski town destinations but also warm weather destinations. Vail’s future economic vitality depends on the ability of businesses to fill positions. There is concern among some business owners about a decline in quality service in the recent past. Unfilled positions and the related service quality decline in Vail may continue without investment in solutions to attract and retain talent. It was also noted that guests are likely to feel more connected to Vail if they interact with employees who live locally, over an extended period of time, who are invested in the community. This type of employee conveys a commitment that resonates with guests and reinforces the premium brand Vail has built over the decades. Economic & Planning Systems 17 Economic Value Expansion of the Economy due to Filled Positions The availability of additional homes for residents and the workforce translates to a greater jobs market and fewer unfilled positions. It is estimated that approximately 123 full- and part-time positions would be filled as a result of Vail’s resident housing investment (100 units), thereby expanding Vail’s economy by an estimated $18.1 million annually (1.2 percent increase). Table 12. Expansion of Total Spending in Vail Economy Return on Investment Local Business Revenue Direct Indirect Induced Total 11 Ag, Forestry, Fish & Hunting $76,853 $698 $267 $77,818 21 Mining $0 $7,244 $210 $7,454 22 Utilities $0 $5 $7 $12 23 Construction $2,838,283 $81,277 $14,527 $2,934,087 31-33 Manufacturing $0 $4,607 $1,237 $5,844 42 Wholesale Trade $610,911 $20,786 $7,855 $639,552 44-45 Retail trade $906,678 $248,706 $259,371 $1,414,755 48-49 Transportation & Warehousing $0 $79,051 $28,983 $108,034 51 Information $0 $39,827 $22,752 $62,579 52 Finance & insurance $459,252 $438,401 $204,832 $1,102,485 53 Real estate & rental $741,771 $520,976 $397,111 $1,659,858 54 Professional- scientific & tech svcs $458,698 $283,170 $46,160 $788,028 55 Management of companies $0 $156,752 $17,180 $173,932 56 Administrative & waste services $240,281 $87,143 $19,199 $346,623 61 Educational svcs $237,132 $6,627 $42,498 $286,257 62 Health & social services $365,213 $3,600 $361,779 $730,592 71 Arts- entertainment & recreation $890,357 $63,417 $60,260 $1,014,034 72 Accommodation & food services $2,904,377 $65,913 $172,932 $3,143,222 81 Other services $2,763,965 $87,711 $102,288 $2,953,964 92 Government $625,894 $17,191 $19,979 $663,064 93 Non NAICs $0 $0 $0 $0 Annual Expansion of Economy $14,119,665 $2,213,102 $1,779,427 $18,112,194 Per-Unit $141,197 $22,131 $17,794 $181,122 Source: Economic & Planning Systems Ripple Effects (Total Output Expansion) Economic Value & Community Benefits of Resident Housing Investment 18 Resident Household Spending Local resident households spend more of their income on retail goods and services in Vail than the daily spending patterns of in-commuters. It is estimated that Vail’s resident housing investment yields a net new local resident household spending of approximately $2.6 million per year. Town of Vail Fiscal Benefits Out of the net new local resident household spending it is estimated that $2.1 million is taxable spending, which generates more than $116,000 of sales tax revenues for Vail per year. Table 13. Expansion of Total Spending in Vail Economy Return on Investment Total Taxable Ann. Tax Rev Net New Local Spending 5.5% 11 Ag, Forestry, Fish & Hunting $98 21 Mining $145 22 Utilities $2 23 Construction $12,064 31-33 Manufacturing $610 42 Wholesale Trade $3,296 44-45 Retail trade $1,703,757 $1,703,757 $93,707 48-49 Transportation & Warehousing $29,821 51 Information $10,066 52 Finance & insurance $71,120 53 Real estate & rental $179,977 54 Professional- scientific & tech svcs $56,138 55 Management of companies $39,085 56 Administrative & waste services $14,980 61 Educational svcs $8,384 62 Health & social services $57,040 71 Arts- entertainment & recreation $12,994 72 Accommodation & food services $413,628 $413,628 $22,750 81 Other services $30,088 92 Government $6,318 93 Non NAICs $0 Annual Net New Spending $2,649,611 $2,117,385 $116,456 Per-Unit $26,496 $21,174 $1,165 Source: Economic & Planning Systems Economic & Planning Systems 19 Opportunity Costs In this analysis, two primary metrics are considered opportunity costs: 1) the Town’s alternative of investing in structured parking for in-commuters; and 2) business costs associated with worker turnover, training, and lost productivity. It is acknowledged that another alternative Town investment to structured parking could be enhanced transit services and the capital and operational costs associated with it. For the purposes of simplifying the analysis, structured parking was evaluated as the core alternative. Every year that Vail does not invest in resident housing and seeks to accommodate or incent economic growth means that either: a) Vail must build parking to accommodate the growing number of in-commuters and guests; or b) Vail’s business community must endure perpetual business costs associated with worker turnover, training, and lost productivity. In the overall analysis, opportunity costs are capitalized into estimates of return (i.e. the investment multiplier calculation) since they represent avoided costs to the economy. Parking The first of the opportunity costs relates to the costs of accommodating an expanding in- commuting workforce. This cost is based on the recent construction of structured parking in Vail at approximately $100,000 per space, but does not include the cost of land. This opportunity cost is further augmented by the fact that this would be an annual cost to Vail if it were to parallel to the goal of investing in 100 units of resident housing per year. As shown in Table 14 above, the cost of structured parking for an approximately 113 cars per day (accounting for local/non-local jobs, net new jobs to the economy, and carpooling) would be $11.3 million. Table 14. Parking Impact Opportunity Cost Factor Value Parking Investment Resident Housing Investment 100 Jobs Represented by Housing Investment 2.2 220 Vail Jobs 75%165 Net New Jobs to Economy 75%124 New Cars Needing Parking 9%113 TOV Parking Cost per Space $100,000 TOV Parking Investment Opportunity Cost $11,261,250 Per-Unit $112,612.50 Source: Economic & Planning Systems Economic Value & Community Benefits of Resident Housing Investment 20 Table 15. Worker Turnover Costs Opportunity Cost Factor Value Resident Housing Investment 100 Jobs Represented by Housing Investment 2.2 220 Vail Jobs 75%165 Net New Jobs to Economy 75%124 Average annual training cost per jobs that would otherwise "turnover"$6,796 Annual Business Costs of Turnover, Loss of Productivity, and Training $840,959 Per-Unit $8,409.59 Source: QCEW; Center for American Progress; Economic & Planning Systems Local Business Revenue (Cost Associated with Job Turnover, Loss of Productivity, and Training) Worker Turnover If Vail opted to invest in resident housing (not parking), research and analysis indicates that local businesses could reduce their annual costs associated with turnover, job training, and lost productivity by an estimated $840,000 per year. This estimate reflects the weighted average of annual turnover costs for positions in different industries at different annual wage levels. Economic & Planning Systems 21 Appendix 5. Terminology Area Median Income (AMI) is a metric that identifies the point of a target geography’s income distribution at which 50 percent of household earn more and 50 percent earn less. Percentages, such as 60, 80, 100, 120 percent of AMI are typically used to isolate levels of affordability within the distribution of households by income. The source of these data points is the Department of Housing and Urban Development, which defines local AMI annually. Community Benefit broadly refers to the other quantitative and qualitative benefits, such as: 1) reduction in worker commute time; 2) reduction in carbon emissions resulting from shorter commutes; 3) presence of school aged children; 4) greater community and civic involvement; and 5) enhanced quality of guest experience. Deed Restriction refers to a covenant in which it is stipulated that a property must be occupied as a primary residence by individuals who work a minimum of 30 hours per week in Eagle County. Gross Regional Product (GRP) is a measure of regional economic activity that includes employee compensation, business/corporate profits, and local tax revenue generation. Investment Multiplier is a measure, expressed as a ratio of broader economic returns (as measured by three components in this particular study) to an initial investment. The three components include: 1) the impact on the broader economy; 2) community benefits such as reduction in commute times and carbon emissions, increased volunteerism and presence of school-aged children; and c) the opportunity costs such as Vail alternatively investing in structured parking or enhanced transit service. Opportunity Cost is the highest price or rate of return an alternative course of action, i.e. an investment, would yield. In this analysis, opportunity costs are characterized as: 1) the cost to provide structured parking, which could also be an alternative to increased transit service investment; and 2) the annual cost of worker turnover to the business community. Output is a measure of total economic activity, also called “total spending”, that characterizes the sum of successive rounds of industry, business-to-business, and household spending. As an example, output in the residential construction industry would be equal to the purchase price of a housing unit. Quarterly Census of Employment and Wages (QCEW) is the Colorado Department of Labor & Employment’s (CDLE) record of employment and wages for all of the state’s employers. Records are reported at the individual establishment (i.e. address) level. Individual employer records are protected by confidentiality agreement. Resident Housing refers to a deed-restricted for-sale or rental housing unit (new construction, rehabilitation, acquisition, or existing). Data to estimate the average per-unit investment were obtained through the VLHA. Return on Investment (ROI) is an amount, typically expressed as a percentage, earned on an initial investment. The metric is calculated by dividing the initial investment (e.g. in resident housing) by the earnings before interest, debt, and taxes. Economic Value & Community Benefits of Resident Housing Investment 22 Table 16. Daytime Spending Return on Investment Input Value Resident Housing Investment 100 Jobs Represented by Housing Investment 2.2 220 Vail Jobs 75%165 Net New Jobs to Economy 75%124 Number of Previously In-Commuting Job-Holders (Diff.)41 Total Daily Spending by In-Commuting Job- Holders (ICSC)$20 Annual Spending by In-Commuting Job-Holders $206,250 Source: ICSC; Economic & Planning Systems Resident Household Spending (Calculation Part 1) Table 17. Resident Housing Household Spending Return on Investment Value Resident Household Spending (Calculation Part 2) Resident Housing Investment 100 Resident Households 100 Household Median Income (approximately 80% AMI)$64,000 Income Spent on Retail (NAICS 44/45)35% Gross Income Spent on Retail $22,400 Aggregate Income $2,240,000 Food Services $417,325 Retail $1,822,675 Source: ICSC; Economic & Planning Systems Economic & Planning Systems 23 Table 18. Commute Detail All Colorado In-Commuters to the Town of Vail, 2015 Distance (Miles)Commuters Edwards CDP, CO 14.1 miles 572 Denver city, CO 97.1 miles 295 Avon town, CO 10.0 miles 292 Eagle town, CO 30.3 miles 222 Gypsum town, CO 37.2 miles 198 Minturn town, CO 7.3 miles 125 Leadville city, CO 37.5 miles 97 Leadville North CDP, CO 37.5 miles 84 Aurora city, CO 111.0 miles 74 Colorado Springs city, CO 140.0 miles 68 Boulder city, CO 108.0 miles 67 Lakewood city, CO 92.5 miles 52 Fort Collins city, CO 157.0 miles 45 Glenwood Springs city, CO 60.9 miles 39 Breckenridge town, CO 36.0 miles 37 Highlands Ranch CDP, CO 107.0 miles 37 Centennial city, CO 108.0 miles 32 Red Cliff town, CO 16.0 miles 32 Arvada city, CO 95.0 miles 29 Frisco town, CO 26.5 miles 26 Basalt town, CO 84.0 miles 24 Aspen city, CO 102.0 miles 23 Broomfield city, CO 107.0 miles 23 Carbondale town, CO 73.9 miles 22 Longmont city, CO 130.0 miles 22 Silverthorne town, CO 30.2 miles 21 Westminster city, CO 99.8 miles 21 El Jebel CDP, CO 79.7 miles 20 Grand Junction city, CO 147.0 miles 19 Loveland city, CO 144.0 miles 19 Thornton city, CO 104.0 miles 19 New Castle town, CO 73.1 miles 18 Rifle city, CO 87.5 miles 17 Castle Rock town, CO 123.0 miles 15 Englewood city, CO 101.0 miles 15 Dotsero CDP, CO 42.5 miles 14 Ken Caryl CDP, CO 97.0 miles 14 Parker town, CO 118.0 miles 14 Steamboat Springs city, CO 93.1 miles 14 Craig city, CO 118.0 miles 13 Dakota Ridge CDP, CO 93.8 miles 12 Twin Lakes CDP, CO 57.7 miles 12 Silt town, CO 80.0 miles 11 Columbine CDP, CO 99.4 miles 10 Commerce City city, CO 103.0 miles 10 Dillon town, CO 31.8 miles 10 Littleton city, CO 103.0 miles 10 Other 126.8 miles 411 Average/Total 63.3 miles 3,276 Source: LEHD on the Map; Economic & Planning Systems