Dubuqueproposal copy

Preliminary Proposal

Data Dashboard 6-County Dubuque, Iowa Region

SnapSense

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December 1st, 2013

Kelley Duetmeyer, ECIA Executive Director 7600 Commerce Park Dubuque, IA 52002

Dear Kelley,

Thank you for the opportunity to present about data dashboards and have a discussion about the work Dubuque is doing with metrics. Enclosed is SnapSense’s proposal for the Greater Dubuque Region to develop an Online Data Dashboard for the East Central Intergovernmental Association. SnapSense’s dashboard program aims to help the staff and local leaders of the Dubuque region by improving accessibility to data and help track data for community sustainability, business attraction, business retention, and small business growth. With SnapSense’s Data Dashboard, the Greater Dubuque Region will be able to harness the horsepower of utilizing its local data. This, in turn, will better strengthen the area’s economy and make the region smarter. Dubuque will truly have an increased capacity for intelligent, strategic decision-making for residents, businesses, neighborhoods, organizations, and local governments alike. Our team is also available to provide support in pursuing an EDA Technical Assistance Grant to fund a portion of the data dashboard.

About Our Firm Albeit a small firm, SnapSense brings highly cultivated and specialized expertise that intersects with the objectives of this initiative. Our ability to take this uniquely cultivated expertise and dedicate ourselves to this project means your leadership will have an accessible partner every step of the way throughout the process. Our firm is highly familiar with the intersection of community and economic regional, state, and national data. With our leadership having years of experience in community and economic development data analysis, we strive at SnapSense to stay abreast of the latest trends in our field. SnapSense is a planning consultancy based in the Chicago, Illinois area.

What We Do Our online dashboards, data analysis, and reports connect local leaders to the community and economic data they need to lead. SnapSense has undertaken a variety of projects and executed them to the satisfaction of our clients from varied backgrounds. Given the opportunity to work on your project, SnapSense will make sure we maintain the high standards we have set for ourselves with the personal touch in every project we undertake. At SnapSense, we combine all the skills necessary to envision, design, plan and manage your project to get the results you want, on-time and on-budget.

Fostering Data-Based Decision-Making If selected, I would personally lead this project from start to finish, partnering with the staff at the East Central Intergovernmental Association to achieve the vision your team has created. I have built my career exploring the relationship between community data and decision-makers. As an expert in research connecting local data to decision-making, my academic and professional training has spanned from economic development to sustainability, and from data analysis to telling the story of data. I am a legal representative of SnapSense and am authorized to bind a contract awarded. The positive impact data can have in empowering strategic growth will be quickly visible and sustainable for your team over the long run. Partnering to make this project come alive holds an immense potential to make a realistic difference in the daily lives of residents, business owners, and property owners within the area.

Sincerely, Genevieve C. Borich, PhD, AICP CEO, SnapSense

gen@snapsense.co 312.550.3488 www.snapsense.co

Contents A

Our Firm & Leadership (P.6)

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Notable Experience (P.8)

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Project Understanding & Proposed Scope of Work (P.10)

D Suggested Supplementary Studies/Research (P.18) E

Budget (P.20)

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Timeline (P.21)

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Our Firm

SnapSense

Creating online dashboards turning community data into tangible solutions for local leaders.

Designing Data Dashboards for Decision-Making SnapSense lets communities lead by uncovering hidden connections in local data and offering it in a dynamic online dashboard. We have a proven track record in helping communities quickly access and effectively connect community and economic data to local decision makers working on complex challenges. We provide at-aglance intuitive dashboards that empower communities to make big picture decisions based on actual and relevant local data.

Innovators in the Field Staff at SnapSense, LLC strive to stay in tune with the latest trends, topics, and information about community and economic data. This standard is paramount to provide creative, realistic solutions for our clients. We bring experience and innovation to the table. Our experience situates us as an industry leader able to: • • • • • • •

Quickly deploy large amounts datasets into a standardized data dashboard Synthesize large amounts of community, regional, state, and national data Create a website design allowing users to drill down to the level of information wanted Present data visually for comprehension by non-technical users Identify and update existing and newly published data sets as they are released Coordinate public and private agencies and organizations Empower leaders to use data in decision-making

A Highly Collaborative, Partnership Approach We have worked with community leaders across the Midwest since 2006. We continue to maintain personal and professional connections with these communities we partner with that give us a deeper understanding of the challenges Dubuque, Iowa faces. We have a great deal of experience bridging the public, private, and academic sectors. Through leadership positions in community outreach with the University of Illinois and several executive positions with non-profit and quasi-governmental organizations, we understand the importance and challenges of quality collaboration. Our work spans cultural, economic development, sustainability, transportation, housing, and urban design fields. In addition, we bring a unique blend of expertise in website coding, public relations and marketing, graphic design, urban planning, and academic engagement.

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SnapSense Leadership Genevieve C. Borich, AICP, PhD

CEO | Founding Principal

Genevieve graduated with a doctorate in urban planning from the University of Illinois in Champaign-Urbana and is a professionally certified planner. With experience in public, private, and non-profit sectors, she has extensive knowledge of research, engagement, sustainability, housing, transportation, community development, and economic development.

Based in Chicago, SnapSense is regarded as one of the most innovative community data research firms in the country. Dr. Borich’s vision is to provide an excellent service to our clients and provide a real value to communities across America.

CEO, SnapSense Founding owner of community research firm.

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SnapSense offers two online products for communities to track data for decision-making: an economic development dashboard and a community dashboard.

Firm is a member of 1871, Chicago’s premiere tech incubator program.

Firm a member of the 2013 Civic Accelerator program, a bootcamp accelerator program for social impact businesses.

Co-Project Director of Rockford Region Vital Signs initiative, the HUD regional sustainability planning initiative (main author of grant; grant administrator; oversee staff of five; regional current conditions analysis; project outreach and branding; development of 700+ community indicators; coded and designed paired website utilizing WEAVE open-source platform).

Executive Director, Rockford Region Economic Development District Oversee local Economic Development District.

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Lead developer of Rockford Region’s first Comprehensive Economic Development Strategy.

Coordinate economic development initiatives for region, including administration of regional economic development grants.

Oversee administration of organization, including serving RREDD Governing Board and Committees and supervise RREDD staff.

Director of Research, Rockford Area Economic Development Council Coordinate economic development planning research; lead founding of Economic Development District.

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Lead regional economic development planning and research initiatives.

Manage graphic design, public relations, and messaging for RAEDC. Lead economic development grant writing for region.

Supervised Research Associates of the RAEDC.

University of Illinois - Urbana, Doctorate in Regional Planning University of Illinois - Urbana, Masters in Urban and Regional Planning Iowa State University, Bachelor of Science in Urban Planning, Minor in Design Studies

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Notable Experience Rockford Region Sustainability Planning Process At SnapSense we believe increasing the accessibility of data can make a real difference in communities. Based in Chicagoland, the best example is our work in Rockford, Illinois where we were the primary author of their HUD Sustainable Communities grant. In addition, we help design their planning process to develop a 20year regional sustainability plan and are currently serving as Project Co-Director for implementation of the initiative with the Metropolitan Planning Organization (RMAP). Currently we are in the final year of this 3-year initiative. The plan was designed to establish goals and strategies developed from the baseline measurement of over 700 community metrics in 16 areas of local data. Through the planning process SnapSense coordinates over 90 community organizations and agencies, over 3,000 community leaders, and a core staff of 15 to develop the regional sustainability plan.

This initiative led our team to develop a list of indicators we now use as an ala carte list of metrics that our clients can choose from. This list summarizes what communities can measure locally, what federal and state programs require for metrics, and includes indicator lists developed by regional and national coalitions. Combined, this constitutes the most comprehensive collection of indicators found in the world. A key component of this initiative for SnapSense is connecting local leaders to the community data they need to lead. Through this, we established the first version of SnapSense Dashboards, an open data platform built on WEAVE (an open-source technology built by the University of Massachusetts at Lowell).

The Rockford VItal Signs library contains data sets documenting the current conditions of the region and guiding future performance measurement of sustainability implementation. To this end, the larger regional sustainability planning process includes four additional deliverables to HUD that activates data in the Rockford Region’s local decision-making: 1. The final Regional Plan for Sustainable Development document that includes a 20-year horizon and includes strategies and action steps for all levels of the region: local governments, businesses, nonprofits, neighborhoods, and individual citizens.

2. A regional governance model that helps to empower the region to compete, receive and implement sustainability initiatives and to plan for the entire metro area.

3. A formal regional analysis of housing, defined for grantees as a “Fair Housing Equity Assessment” by HUD. This additional work will position entitlement grantees within the region (City of Rockford, Rockford Housing Authority) to align their HUD-required plans with a regional focus.

4. A toolkit of model codes, ordinances, policies, incentives and agreements known as “implementation tools” that can assist the implementation of the regional sustainability plan.

Rockford Region Comprehensive Economic Development Strategy During her tenure with the RAEDC and as Executive Director of the Rockford Region Economic Development District (RREDD), Dr. Borich coordinated the region’s first EDA CEDS plan and also the founding of its Economic Development District. This involved coordinating and engaging both the region’s elected officials and general public in both the plan development and approval and also the formation of the EDD to coordinate the region’s economic development activities with the EDA. During the development of the CEDS, Dr. Borich worked to coordinate various parties from the two-county area

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to commit to developing the plan and conducted extensive economic research to both formulate the plan and for its subsequent updates. Several focus groups, surveys, and other raw data collection and analysis were conducted for the planning process to assess current conditions and goal setting. She coordinated the Governing Committee responsible for the CEDS development. This group consisted of private sector business leaders, elected officials, and staff and was facilitated in setting goals and developing a list of economic development strategies for the region. In addition, Dr. Borich coordinated several economic development initiatives cited within the CEDS plan, including the writing and administration of regional economic development grants.

Grants awarded include: EDA Accelerator Challenge Grant Local economic development staff working with area agencies and organizations (with NIU as lead) to grow local programming and support for the local aerospace cluster. Grant for $2,500,000.

Rockford Regional Plan for Sustainable Development Primary author, planning process engineer, and administrator of this grant. HUD’s Partnership for Sustainable Communities has awarded the Rockford Region a $900,000 grant to expand and continue the efforts to create a regional sustainability plan and performance measuring process. The HUD award was the result of a local consortium of 30 agencies in Boone County and Winnebago County that agreed to provide support and align their strategic plans and long-range visions into a set of common goals and action steps. The grant award positions the region to receive future implementation grants from the DOT, EPA and HUD. The local consortium is anchored by the City of Rockford, the Rockford Region Economic Development District, the Rockford Housing Authority, Winnebago County and RMAP. Rockford Region Downtown Business Attraction Workforce Pipeline Through a $100,000 grant from the SBA, businesses grown in this incubation system are identified in a two ways: 1) finding local entrepreneurs and providing them with a structured growth strategy and support services, and 2) attracting existing, emerging entrepreneurial businesses from outside the region looking for quality support services to grow. This model has a three-tiered approach to growing local businesses through incubation.

Companies can enter at any of the three stages, and once their business has outgrown a stage they graduate to the next tier.

Rockford Region Aerospace Incubator Program This economic adjustment project aimed to assist the local areospace economy grow and diversify. Awarded by SBA for award amount of $100,000.

Rockford Region Economic Adjustment Grant This economic adjustment project has three-fold: a strategic plan for restructuring the economy of the Region, building a seamless digital interface for staff to work more effectively and efficiently in economic development work, and an implementation strategy. Award amount of $300,000.

Rockford City Market This grant obtained seed funding from the Rock River Development Partnership and the Smith Foundation for the Rockford City Market’s inaugural year. Award amount $20,000.

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Project Understanding Strategic Decision-making with Data Strategic communities are cohesive -- continuously innovating and measuring progress. They are transparent in their messaging and vibrant engines of business -- socially and environmentally healthy for residents. The Greater Dubuque Region’s prior work has positioned the area for prime economic development and a truly vibrant quality of life. With local partner agencies commitment to regional sustainability, a new set of challenges face the region as a whole.

SnapSense Dashboards aim to empower more strategic decision-making with data. Some of the largest benefits communities are citing with use of SnapSense Dashboards are: • • • • • •

Quicker access to targeted industry data for marketing within economic development Helping small businesses grow with market, consumer, and demographic data Staff of nonprofits and agencies writing more grants Board members of agencies, councils, and nonprofits tracking everything from neighborhood level data to regional data and aligning outcomes of quarterly and annual work to metrics tracked Developing reports and planning documents more easily Communities are able to hire consultants for less when doing a plan update (i.e. CEDS or LRTP) since data analysis is collected and completed in a visual way for a large array of topics

Based on our prior work with strategic communities, we have developed Vision Classifications that will inform our proposed work process to develop a cohesive, seamless, and integrated research package and data monitoring process for strategic decision-making for the Greater Dubuque Region. These categories include: Growing a Sustainable Dubuque Strategic growth requires pre-planning and assessment. True community sustainability requires coordination and collaboration between local leaders, neighborhoods, businesses, agencies, and local governments. Our data dashboards give a region the ability to have one conversation together about the complex components of regional well-being. SnapSense staff have designed a data dashboard that will support a better understanding about where strengths lie for the Dubuque Region as well as where staff and local public and private sector leaders see growth moving towards in the future. Continuing to develop targeted, strategic approaches as well as monitoring to see if the approaches are working are primary benefits we considered with the recommended datasets within this proposal.

Growing Economic Development Strategically within Dubuque Streamlining the use of data and messaging for economic development internally within Dubuque is very important -- not only in supporting the growth of the research park but also for the economic vitality of the region overall. SnapSense will support Dubuque staff in assessing how economic data is currently utilized within the various agencies for economic development and initiatives within Dubuque. Determining if additional existing datasets are available to include within the economic dashboard (as well as identifying if there are additional datasets needed) will be incorporated in this process. A special emphasis on business attraction and retention, entrepreneurship, and small business growth will be in mind.

Continuing to Grow Inter-Agency Support within the Greater Dubuque Region SnapSense will work with the Dubuque staff to identify opportunities for collaboration and efficiencies when using data in business attraction, retention, expansion, and sustainability. With the assistance of local staff, SnapSense will also assess how local data is currently being utilized -- as well as how else data should be utilized.

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Proposed Scope of Work SnapSense Data Dashboard At SnapSense, we believe increasing the accessibility of data can make a real difference in communities. For the initial phase of development (the online presence), SnapSense will create for the client a data dashboard.

Our SnapSense Dashboard highlights local economic trends for site-selectors, businesses, and staff (as well as monitor community indicators) to keep your region growing by accessing local data in real-time.

The SnapSense Data Dashboard can be utilized to highlight trends in demographics, income, education, employment, health, transportation, safety, and more. The easy-to-use interface allows you to view data all in one place, making it time (and therefore, cost) efficient. Our dashboard provides local staff high-impact data to respond to RFIs quickly and produce reports and documents professionally. And, working with the timesensitive, confidential nature of economic development projects, professionals require the latest marketable information at their fingertips.

The SnapSense Data Dashboard will include the following website design concept and content for the pages listed below: •

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Home – This homepage will serve as the starting point for users and will provide a clean and professional appearance while allowing users to access the multitude of data sets available through a visually concise and intuitive dashboard. This homepage will also highlight the release of new data sets and key pieces of information the Dubuque Region will want to highlight for it’s staff and the general public.

About Us – ECIA staff will work with SnapSense to develop copy (website text) about the mission of the data dashboard website and other appropriate information regarding your region.

6-County ECIA Economic Dashboard – SnapSense will provide a set of web pages visually depicting basic business attraction, employees, income, industry cluster, innovation index, and retail potential data sets in both visually graphic form (maps, charts, etc.) and text form, as well as providing downloadable raw datasets for the Dubuque Laborshed -- Jones, Clayton, Dubuque, Grant, Jackson, and Jo Daviess Counties. The aim of these webpages will be to provide a data commons library of federal and state economic data to be utilized by both staff and the general public (see section listed below for the Economic Data Dashboard). Data will be provided at the block group, county, and state levels. This section of the website will have datasets partitioned into separate geographies for different visualizations. Data will be provided whenever possible for years 2000, 2010, 2011, and 2012.

6-County ECIA Community Dashboard – SnapSense will provide a set of web pages depicting community data sets in both visually graphic form (maps, charts, etc.) and text form, as well as providing downloadable raw datasets (see Community Data Dashboard section for full list of data included). The aim of these webpages will be to provide a data commons library of federal and state community data to be utilized by both staff and the general public. Data will be provided at the block group, municipal, county, and state levels. This section of the website will have datasets at the block group (where applicable), place, and county level for Jones, Cedar, Clinton, Delaware, Dubuque, and Jackson Counties. This section of the website will have datasets partitioned into separate geographies. Data will be provided whenever possible for years 2000, 2010, 2011, and 2012.

Data Commons Library – All datasets provided on the website will also be collected and housed in a Raw Data Commons library available to be downloaded in standardized, raw data form for further analysis. Metatags will be embedded with each dataset and visualization creating a searchable data library by topic.

Community Snapshot Section – A concise webpage will be created presenting a graphic representation of key datasets for the region’s largest communities within the laborshed. The raw data in text form will also be provided. Each Snapshot works as both a marketing piece in downloadable form as well as a quick reference guide for real-time data needs.

Contact Us – Contains contact information for the client along with the Information Request form.

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The WEAVE Platform SnapSense Dashboards are an open data platform built on WEAVE (an open-source technology built by the University of Massachusetts at Lowell). Rapid growth in the availability of community-level big data has led to the evolution of online data visualization in an attempt to empower communities to affect more positive change. Data visualization and its online application is enabling increased dialogue in local decision-making and is becoming increasingly critical in the fields of environmental sustainability, climate change, disaster response, education, health care, and more. Visualizing community and economic big data presents an enormous opportunity for Dubuque, particularly the areas aimed at understanding local behavior in decision-making. SnapSense has spent over five years researching data visualization platforms around the world prior to choosing the data visualization platform we provide to clients, WEAVE. This software is a web-based visualization platform designed to create easy-to-understand interactive visualizations of datasets to be viewed by anyone able to access the internet. We identified this platform as the most advanced online software interface allowing interactive, customizable, intuitive web visualizations of information (data) for easy use by non-technical operators.

Task 1.0: Project Initiation A. Project Kickoff The consultant team will sit down with ECIA staff to have a dialogue about the specific desires for the data dashboard, its desired use by ECIA and partnering agencies, and finalizing the project schedule.

B. Identify Additional Research Needed The consultant team will sit down with ECIA staff to have a dialogue about additional research and studies needed to help support the work to grow the economy and to continue to foster a sustainable Greater Dubuque.

From this discussion a plan will be developed outlining how SnapSense might either serve as primary author to identified research, subconsultant providing analysis for supplementary studies, and/or coordinator for local staff for additional studies required (ie RFP writing, coordination of deliverables, etc.) Preliminary recommendations are described within this proposal and include a housing needs assessment for ECIA. C. EDA Technical Assistance Grant Application The consultant team will sit down with ECIA staff and serve as supporting author to an EDA Technical Assistance grant to help fund a portion of the Economic Data Dashboard section of the site.

Task 1.0 Deliverables • • • •

Initiative kickoff meeting minutes (PDF) Report Assessing Use of Data within Local Economic and Community Agencies (PDF) Supplementary Research/Studies Plan (PDF) EDA Technical Assistance Grant Application

Task 2.0: Website Development Phase One - Community Dashboard Portion Website Development A. Snapshot Customization The consultant team will sit down with ECIA staff to have a dialogue to identify what specific data points will be useful to have in the auto-updated Snapshots portion of the website. Different data points, data visualizations, and branding graphics are to be expected.

B. 6-County ECIA Community Dashboard The consultant team will code the ECIA community data dashboard portion of the site incorporating branding of ECIA.

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C. Ala Carte Dashboard Website Coding and Design The consultant team will code the community data dashboard portion of the site incorporating branding of ECIA. This step will also include the other main portions of the site including the About Us, Data Commons Library, Community Snapshots, and Contact Us sections.

Phase Two - Economic Dashboard Portion of Website Development E. Economic Data Dashboard Website Coding and Design Depending on the timing and availability of the EDA grant process and funding, the consultant team will code the 6-county economic data dashboard portion of the site incorporating branding of the ECIA. F. Economic Development Technical Assistance SnapSense will provide technical assistance to help implement the utilization of the data dashboard with local agencies working on economic development as well as aiding local businesses and business startups themselves in utilzing the dashboard.

Task 2.0 Deliverables • • •

Plan for Snapshot web page customization (PDF) Data Dashboard Website portions (in phases) Plan for embedding visualizations in partner websites (PDF)

Task 3.0: Website Training A. Website Training The consultant team will set up several data training sessions to train staff and local leaders on how to both use the data dashboard website but also how to utilize the data in local decision-making for the Dubuque region.

Task 3.0 Deliverables • •

Data Training Sessions (in-person meetings) Data Training Manual (PDF)

Task 4.0: Website Subscription Service A. Subscription and Data Maintenance As part of SnapSense’s support, our team updates all data visualizations and raw data within the data dashboard as soon as new data is released.

Task 4.0 Deliverables • •

Updates to the data visualizations and raw data within the website for the following year E-communications to send to partner agencies, staff, and community leaders announcing when new data visualizations and data sets are released

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Proposed Datasets for the Data Dashboard Community Dashboard Health Data at county level for most recent three years available (Center for Disease Control) •

Assorted health statistics

Demographics from block group to county level 2000, 2010, 2011, 2012 (US Census Bureau, Internal Revenue Service, Woods and Poole) • • • • •

Population trends Trends in key cohorts (youth, young adults, elderly) Population breakdown by age, race, and sex Detailed population growth due to births, deaths, and migration Language trends

Housing Trends from block group to county level 2000, 2010, 2011, 2012 (US Census Bureau) • • • •

Occupation and vacancy rates by owner, renter Housing age Rental rates and mortgage rates Size of household

Safety Trends from block group to county level 2000, 2010, 2012 (ESRI Crime Index) •

Includes information about a community’s propensity for murder, rape, robbery, assault, burglary, and motor vehicle theft

Education Data from county level for 2000, 2010, 2011, 2012 (US Census Bureau, National Center for education Statistics) • • • • • • •

Educational attainment including dropout rates Graduation rates Enrollment and class size by total and race Test scores Integrated Postsecondary Education Data System (IPEDS) Common Core of Data (CCD) Characteristics of Private Schools in the United States

Economic Dashboard Transportation Trends from block group to county level 2000, 2010, 2011, 2012 (US Census Bureau) • •

Means to work travel Number of cars per household

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Economic Trends from block group to county level 2000, 2010, 2011, 2012 (US Census Bureau, SAIPE , Woods & Poole) • • • • • • •

Wealth Index Transfer Payments Index Retirement funds analysis Self-sufficiency analysis Poverty by individual, household, and childhood Median income Employment

EDA Innovation Index at county level (Stats America and the Economic Development Administration) • • •

Inputs and capacity (ability of the population and labor force to innovate is captured in 2 component indexes that include inputs into local economies) State context (a measure of the resources available in a state to entrepreneurs and businesses) Outputs (direct outcomes and economic improvements of innovative activities are displayed in the output indexes)

Employee Data at county level for 2000, 2010, 2011, 2012 (US Census Bureau, U.S. Bureau of Labor Statistics, State Employment Agency) • • • • • • • • • •

Commute patterns Annual and quarterly employment Monthly employment Detailed unemployment and labor force availability Wages (entry, middle, experienced workers) Quarterly Census of Employment and Wages (QCEW) National Compensation Survey National Industry-Occupation Employment Matrix (10-year, current/projected) Employment by Occupation (10-year, current/projected) Occupational Employment, Training, and Earnings

Import & Export Data for 2000, 2010, 2011, 2012 (US INternational trade association) • • •

Exports by Metro Exports to select world regions Metro exports by NAICS

Community Economic Data for 2000, 2010, 2011, 2012 (US Census, Bureau of Economic analysis) • • • • • • • •

County Business Patterns ZIPCode Business Patterns Nonemployer Statistics Local Area Annual Estimates Local Area Personal Income Reports State Annual Estimates State Quarterly Income Estimates Industry Economic Accounts, Benchmark and Annual Input Output (I-O) Accounts

Resident’s Income from block group to county level for 2000, 2010 and 2012 (U.S. Bureau of Labor Statistics, US Census Bureau, Woods and Poole)

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• • • •

Per capita income in today’s dollars Household Income Median personal income Income projections

Business Attraction Info for Laborshed from block group to county level for 1990 to 2013 (NETS Database) • •

Top employers for region Quality of life amenities

Industry Clusters for Laborshed from block group to county level for 1990 to 2013 (NETS Database, County Business Patterns) • • • • • •

Firm count by industry Establishment churn Revenue by industry Employment by industry Industry clusters Business migration/relocation

Retail Potential and Leakage for greater region from block group to county level (for most recent year of data available - ie 2013) (ESRI Retail Marketplace) • • • • •

Retail Gap Analysis Sales data Reveals underserved markets Leakage and surplus with local retail demand Sales Tax Revenue analysis

Data subscription service - $500.00/month per dashboard (required) SnapSense maintains support for a dashboard through a monthly subscription service. This service includes website hosting, a monthly support session to guide local leaders on leveraging data dashboards, updates to data visualizations as soon as new data is released, and updates to the raw Data Commons Library.

Data training sessions (initial sessions included with basic dashboard deployment) SnapSense recognizes the data dashboards are only as good as they are leveraged and utilized within a community. As such, our staff holds sessions to train both staff and local leaders on how to use the site as well as guiding discussions on how to activate data in local processes.

Recommended Ala Carte Dashboard Components CNT Index •

Measure average household expenditures on housing and transportation

Subsidized Housing (US Census Bureau, HUD) • •

Subsidized housing location Affordability of housing stock with Section 8 vouchers

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HDMA Analysis (Federal Financial Institutions Examination Council) •

Home mortgage disclosure act data on foreclosures, loan denial rates, etc.

Underbanked/Unbanked households (Joinbank.org) •

Underbanked and unbanked households

Self-Sufficiency Assessment (US Census, HUD) • • • •

Subsidized housing analysis Analysis of self-sufficiency standard Affordability of Section 8 Housing Vouchers with median rent and mortgages Welfare recipient and transfer payment analysis

Wifi and Telecommunications (FCC, Local Data) • • •

Wifi locations Telecommunications Infrastructure County Profiles

State of Bridges (DOT)) •

Rating of bridges

Vacancy Analysis (US Postal Service) •

Quarterly vacancy data for residential and business properties

Embedded Data Visualization - $100.00/Visualization (optional) SnapSense is able to work with your local partner agencies to embed any pre-created data visualizations on their agency’s websites. While having a one-stop-shop data dashboard is critical for finding a community’s data in once place, there is also benefit to embedding key data visualizations on other organizations’ websites. For each additional stand-alone data visualization your community would like embedded on a partner agency’s website we charge a flat $100 fee and work with that organization’s web administrator.

Visualization for Client-Produced Dataset - $150.00/Visualization and Dataset (optional) SnapSense also provides the additional presentation of client-produced data (or data from a partner agency) in visualizations (maps, charts, and graphs). Accompanying each data visualization will be a basic author/ researcher-generated abstract and metadata (the source, dates, of data, etc.) as well as links to original published findings and other pertinent websites. Data must be provided to SnapSense in a pre-formatted standardized form. If data is not pre-formatted the hourly rate for advanced data analysis and research will apply.

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Additional Assistance to Consider Assessing the local economy and the quality of life is important for strategic growth and increased well-being within East Central Iowa, Southwest Wisconsin, and Northwest Illinois as it grows. The following are a list of recommended studies to consider that may be either complementary to the data dashboard or be conducted seamlessly with the dashboard itself. Being able to communicate to potential companies interested in locating in the region, assist organizations or businesses within the area, or improving the quality of life is critical in achieving the strategic growth desired.

Update: Targeted Industry Analysis Assessing what industries are best suited within the Dubuque Region will empower staff to accelerate the growth of jobs, the number of businesses, and the overall wealth generated for employees, the community, and the state. Identifying vertical and horizontal industry clusters already present, as well as emerging industries within the campus and the community, is critical for strategic growth. Examining location quotients, wages, labor force availability, and targeted industry strategies to achieve growth in identified sectors is included. SnapSense is available to conduct a targeted industry assessment or serve as a subconsultant focusing on the data analysis for an update of a report employing the data mined from the economic data dashboard.

Laborshed Study Update Assessing the current state of the greater Laborshed is paramount for economic growth of existing and new businesses. With a consistently very low unemployment rate, it is important to identify the current capabilities of both the existing employed but also the under and unemployed. Aligning this with a targeted industry assessment is recommended. A laborshed study will include estimating the existing workforce potential, primary industries of the laborshed, workforce statistics, an analysis of those employed willing to change employment, and the willingness of those unemployed willing to accept employment. SnapSense is available to conduct a laborshed assessment or serve as a subconsultant focusing on the data analysis for an update of a report employing the data mined from the economic data dashboard.

Commuting Analysis Update Assessing the current state of commuting within East Central Iowa, Southwest Wisconsin, and Northwest Illinois is important to understand with the consistently very low unemployment rates of Dubuque, Iowa. A Commuting Analysis will include an analysis of the number of commuters, counties of employment, reasons for commuting, and characteristics of commuters. SnapSense is available to conduct a commuting analysis or serve as a subconsultant focusing on the data analysis for an update of a report employing the data mined from the economic data dashboard.

Housing Needs Assessment Assessing the current state of housing within East Central Iowa, Southwest Wisconsin, and Northwest Illinois is important to understand affordable housing and housing choice. A Housing Needs Assessment will include an analysis of the availability of affordable housing (both ownership and rental), subsidized housing, foreclosures, and more. SnapSense is available to conduct a housing analysis or serve as a subconsultant focusing on the data analysis for an update of a report employing the data mined from the data dashboard. Fair Housing Equity Assessment and Analysis of Impediments to Fair Housing research products are also available.

Neighborhood Retail Market Analysis $500.00/Initial Fee. $1,000.00 for Each Neighborhood Analyzed. $750 for Each Site Analyzed Within a Neighborhood. Requires Pre-Purchase of Economic Dashboard.

Revitalizing downtown and commercial corridors necessitates finding targets for in-fill retail opportunities as well as providing amenities for local residents and employees. SnapSense uses targeted retail information to recruit

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concepts for corridor and downtown in-fill, and to improve the quality of life for current residents. This helps communities provide an attractive retail landscape that will add to the current efforts in attracting employees to the region. SnapSense provides a targeted marketing program that matches the specific retail and restaurant concepts needed within a community to the buying habits and lifestyles of the consumers living in a local trade area.

SnapSense market analyses are specifically tailored to assist local staff and elected officials who work with site selectors and retail industry leaders to attract additional retail to the business corridors of a community. We tailor the scope of the proposal to meet the scale of the analysis within a community; the scale of the analysis is based on the number of neighborhoods and specific sites to be analyzed. With a nimble team we can provide one-on-one support with a much more competitive price point than major competitors. Phases to a Neighborhood Retail Market Analysis include: Step 1. Identify Market Potential in Targeted Neighborhoods Step 2. Develop Neighborhood Market Profiles Step 3. Identify Targeted Sites to Market within Each Targeted Neighborhood Step 4. Develop Site Specific Profile Reports Step 5. Retail Market Online Dashboard

Creative Design (Additional Services) - $75.00/hour SnapSense provides creative design services to tell the story of your local data whether it be for marketing or reporting purposes. We provide branding, social media support, graphic design, video, web design, and more support to communicate dynamically.

Additional Research and Analysis (Additional Services) - $100.00/hour SnapSense provides additional advanced research, analysis, data visualizations, and reports on local economic and community sustainability topics. Contact us to find out how many estimated hours will be required for the additional research and analysis requested.

Training Session: Orientation to Data Website & Activating Data in Local Decision-Making (Additional Services) - $150.00/hour SnapSense provides orientation training to local community leaders on how to get the most out of using the online Dashboard interface and maximize mileage of data in local decision-making. Training and orientation sessions last one hour. Virtual sessions free; in-person sessions additional travel costs to be included.

Raw Data Collection (Additional Services) - $100.00/hour Locally produced data or raw data collected can also be standardized and included in your community’s online data dashboard. Additional customized data visualizations can be designed for your needs. This may include regional comparisons with other communities. Contact us to find out how many estimated hours will be required for to include this additional data in the dashboard.

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Budget (Three Stages of Funding) Below is a proposed budget sectioned in to three stages of funding. Our goal is to help the Dubuque Region adopt the SnapSense Data Dashboard over time. While capable of providing the three stages of the budget concurrently in execution, we are open to developing a commitment of funding stages to align with the region maximizing the leveraging of funding opportunities.

Tasks Included for Stage One of Funding - Initial Community Dashboard Task 1.0: Project Initiation Task 2.A-C: Community Website Dashboard Development Task 3.0: Website Training Task 4.0: Website Subscription Service Budgetary Elements $18,000

6-County ECIA Community Dashboard

$18,000

Stage One Total (Due upon project initiation)

Tasks Included for Stage Two of Funding - Advanced Community Dashboard Task 2.D: Work with ECIA and Partner Agencies to Incorporate Existing Sustainability Indicators in to Website and Advanced Dashboard Datasets Budgetary Elements $1,000 CNT Index $500 Additional Education Statistics (Federal Education Budget Project) $500 Subsidized Housing (US Census Bureau, HUD) $500 HDMA Analysis (Federal Financial Institutions Examination Council) $500 Underbanked/Unbanked households (Joinbank.org) $1,000 Self-Sufficiency Assessment (US Census, HUD) $750 Wifi and Telecommunications (FCC, Local Data) $500 State of Bridges (DOT) $500 Cultural Resources Analysis

$5,750

Stage Two Total

Tasks Included for Stage Three of Funding - Economic Dashboard (Contingent Upon EDA Grant?)

Task 2.E-G: Economic Data Dashboard Website Development & Technical Assistance Budgetary Elements $22,000 6-County Economic Data Dashboard with Datasets Included within this Proposal

(Contingent upon an EDA Technical Assistance Grant award) $500 Vacancy Analysis (US Postal Service) $6,000 Dashboard Subscription Service for 12 months for data updates and hosting (-$3,000 discount for economic and community dashboard combination)

$26,500

Stage Three Total (with discount)

$50,250

Total for Three Stages of Project Funding

*Additional services or datasets may be included for additional fees.

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EDA Technical Assistance Grant SnapSense recommends the Dubuque Region apply for an Economic Development Administration Technical Assistance Grant to help fund the Economic Data Dashboard portion of the portal. Given the following EDA’s priorities, the Economic Dashboard and its mission to provide innovative engagement meet the goals of EDA investment well. Updates to existing technical assistance economic documents might also be wrapped in to this grant application (i.e. updating the Targeted Industry and Laborshed studies and/or the Neighborhood Retail Market Analysis).

• • • • • •

Technology-led economic development Support to small- and medium-sized businesses Global competitiveness and innovation Environmentally sustainable development Collaborative regional innovation Public/private partnerships

Timeline Upon the initiation of the contract start date, the following timeline will commence:

Task 1.0: Project Initiation: Months 1-2 Task 2.A-C: Community Website Development: Months 1-3 Task 2.D: Work with ECIA and Partner Agencies to Incorporate Advanced Dashboard Datasets: Months 4-5 Task 2.E-G: Economic Website Development: Months 6-8 (Dependent on timing of EDA Grant Award) Task 3.0: Website Training: Months 3-4 Task 4.0: Website Subscription Service: Months 4-24

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